2014-04-14T13:37:15-05:00 2013-05-31 381357951 PLANTE & MORAN PLLC PO BOX 307 SOUTHFIELD MI 480370307 990 2012-06-01 382710545 JEWISH HOME SERVICES INC JEWI 2489674240 15000 WEST TEN MILE ROAD OAK PARK MI 48237 ROCHELLE UPFAL CEO 2489674240 2014-04-09 1 BETSY ARETZ P00996282 2483522500 2012 2015-11-30 17:44:51Z JEWISH SENIOR LIFE SERVICES ROCHELLE UPFAL 15000 WEST TEN MILE ROAD OAK PARK MI 48237 5999288 0 X WWW.JSLMI.ORG X 1986 MI SERVICES TO SUPPORT OLDER ADULTS IN THE METROPOLITAN DETROIT AREA. INCLUDES A DAY PROGRAM FOR MEMORY IMPAIRED CLEINTS AND IN-HOME SUPPORT SERVICES. 26 26 62 46 0 0 2091340 2359683 3172770 3591370 18491 16750 0 31485 5282601 5999288 0 0 0 0 2875672 2587989 0 0 0 2663507 3666806 5539179 6254795 -256578 -255507 1540805 1315458 1533293 1539170 7512 -223712 X JEWISH SENIOR LIFE OF METROPOLITAN DETROIT IS DEDICATED TO ENHANCING THE QUALITY OF LIFE FOR OLDER ADULTS OF THE METROPOLITAN DETROIT JEWISH COMMUNITY THROUGH THE PROVISION OF PERSONALIZED HIGH QUALITY PROGRAMS AND SERVICES THAT SUPPORT THE AGING WITH DIGNITY AND CHOICE, TO MAXIMIZE INDEPENDENCE AND EMBRACE JEWISH VALUES. 0 0 4681956 3622855 SERVICES TO SUPPORT OLDER ADULTS IN THE METROPOLITAN DETROIT AREA, INCLUDING A DAY PROGRAM FOR MEMORY IMPAIRED CLIENTS AND IN-HOME SUPPORT SERVICES. 4681956 1 1 0 0 0 0 0 0 0 1 1 1 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 1 49 0 1 62 1 0 0 0 0 0 0 0 0 0 0 X 26 26 1 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MI X ROCHELLE UPFAL 2489674240 15000 W TEN MILE RD OAK PARK MI 48237 NANCY SIEGEL HEINRICH 1.00 8.00 X X 0 0 0 KAREN SOSNICK SCHOENBERG 1.00 8.00 X X 0 0 0 LOWELL SALESIN 1.00 8.00 X X 0 0 0 JEFFREY FLEISCHMAN 1.00 8.00 X X 0 0 0 ELI A SCHERR 1.00 8.00 X X 0 0 0 FREDERICK BLECHMAN 1.00 8.00 X 0 0 0 ELAINE J BERESH 1.00 8.00 X 0 0 0 RICHARD BRODER 1.00 8.00 X 0 0 0 MOLLY CHERNOW 1.00 8.00 X 0 0 0 LEO EISENBERG 1.00 8.00 X 0 0 0 MICHAEL EIZELMAN 1.00 8.00 X 0 0 0 CAROL WEINTRAUB FOGEL 1.00 8.00 X 0 0 0 NEIL GOROSH 1.00 8.00 X 0 0 0 SUSAN HAROLD 1.00 8.00 X 0 0 0 MARK HAUSER 1.00 8.00 X 0 0 0 JASON HIRSCH 1.00 8.00 X 0 0 0 MARK KOWALSKY 1.00 8.00 X 0 0 0 HANNAN LIS 1.00 8.00 X 0 0 0 LEA LUGER 1.00 8.00 X 0 0 0 BOB NAFTALY 1.00 8.00 X 0 0 0 BILL NEWMAN 1.00 8.00 X 0 0 0 CINDY SCHWARTZ 1.00 8.00 X 0 0 0 JOEL SMITH 1.00 8.00 X 0 0 0 HOWARD TAPPER 1.00 8.00 X 0 0 0 LAURENCE S TISDALE 1.00 8.00 X 0 0 0 ROBIN TREPECK 1.00 8.00 X 0 0 0 ROCHELLE UPFAL 3.80 33.70 X 0 178404 22795 LORENE SUIDAN 3.80 33.70 X 0 72378 11984 LAWRENCE PETROSKEY 3.80 33.70 X 0 8308 1316 BARBRA GILES 3.80 33.70 X 0 80210 18412 CAROL ROSENBERG 10.00 27.50 X 0 139548 6069 0 478848 60576 0 1 1 0 MORRISON MANAGEMENT SPECIALISTS 5801 PEACHTREE DUNWOODY RD ATLANTA GA 30342 CAFETERIA/FOOD 2993684 G FISHER CONSTRUCTION COMPANY 31313 NORTHWESTERN HWY SUITE 206 FARMINGTON HILLS MI 48334 CONSTRUCTION 534218 PLANTE & MORAN PLLC 16060 COLLECTIONS CENTER DR CHICAGO IL 60693 ACCOUNTING 149912 CAROL ROSENBERG 2270 CHALGROVE TROY MI 48098 CONSULTING 139906 EXPERT MECHANICAL SERVICE INC 542 BIDDLE WYANDOTTE MI 48192 MAINTENANCE 111618 6 702226 1657457 2359683 RENT AND OTHER PROGRAM 623990 3591370 3591370 3591370 11295 11295 5455 0 5455 5455 5455 MISCELLANEOUS INCOME 623990 31485 31485 31485 5999288 3622855 0 16750 1989880 1320674 669206 63218 35227 27991 361728 240872 120856 173163 120103 53060 5634 5634 134231 134231 55489 55489 522654 304550 218104 44341 11698 32643 106260 57445 48815 120044 93879 26165 96174 4037 92137 19958 18743 1215 26319 18845 7474 FOOD 1850603 1850603 LITIGATION SETTLEMENT 500000 500000 REPAIRS 123177 89326 33851 ACTIVITIES 54871 8903 45968 7051 7051 6254795 4681956 1572839 0 225037 217120 835326 732879 15285 12863 219129 154688 75649 64441 291983 275655 97525 12500 1540805 1315458 1347503 1501328 185790 4328 0 33514 1533293 1539170 X -211191 -442415 9951 9951 208752 208752 7512 -223712 1540805 1315458 -255507 24283 0 X X 0 1 X 1 0 X 1696226 2208964 2091340 2359683 8356213 1559061 2660813 3172770 3622855 11015499 63459 63459 3318746 4869777 5264110 5982538 19435171 0 0 0 19435171 244 30 18491 11295 30060 244 30 18491 11295 30060 2152 2152 3321142 4869807 5282601 5993833 19467383 0.99830 0.99840 0.00150 0.00140 X SCHEDULE A, PART II, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS REVENUE RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 405102 32123 11236 425989 416068 -10966 405102 198064 218003 1 416068 184892 25700 12528 198064 1.00000 1 0 219129 154688 64441 64441 BENEFICIAL INTEREST IN ENDOWMENT FUNDS 217237 F INVESTMENTS HELD BY UNITED JEWISH FOUNDATION 58418 F 275655 DEPOSITS 33514 33514 X DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE ORGANIZATION INTENDS TO USE ITS ENDOWMENT FUNDS TO ENHANCE THE QUALITY OF LIFE FOR OLDER ADULTS OF THE METROPOLITAN DETROIT JEWISH COMMUNITY. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS OR OTHER APPLICABLE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION AND HAS CONCLUDED THAT AS OF MAY 31, 2013 AND 2012, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. MANAGEMENT BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR FISCAL YEARS PRIOR TO 2010. 0 0 0 0 0 0 0 0 0 ROCHELLE UPFAL 0 178404 0 0 0 0 0 7136 0 15659 0 201199 0 0 CAROL ROSENBERG 0 139548 0 0 0 0 0 0 0 6069 0 145617 0 0 PART I, LINE 3 THE ORGANIZATION RELIED ON A RELATED ORGANIZATION THAT USED THE FOLLOWING METHODS TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S CEO/EXECUTIVE DIRECTOR: - COMPENSATION COMMITTEE - FORM 990 OF OTHER ORGANIZATIONS - COMPENSATION SURVEY OR STUDY - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE FORM 990, PART VI, SECTION A, LINE 2 NANCY SIEGEL HEINRICH AND MICHAEL EIZELMAN, BUSINESS RELATIONSHIP MARK HAUSER AND LOWELL SALESIN, BUSINESS RELATIONSHIP FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERSHIP OF THIS ORGANIZATION CONSISTS OF ONE MEMBER, JEWISH SENIOR LIFE OF METROPOLITAN DETROIT. FORM 990, PART VI, SECTION A, LINE 7A A DIRECTOR OF THE CORPORATION MUST BE A DIRECTOR OF JEWISH SENIOR LIFE OF METROPOLITAN DETROIT, AND NO PERSON OTHER THAN A PERSON WHO IS THEN A DIRECTOR OF JEWISH SENIOR LIFE OF METROPOLITAN DETROIT MAY SERVE AS A DIRECTOR OF THIS ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11 THE BOARD OF DIRECTORS DELEGATED THE RESPONSIBILITY OF REVIEWING THE FORM 990 TO THE AUDIT COMMITTEE. THE AUDIT COMMITTEE REVIEWED THE RETURN WITH THE CHIEF EXECUTIVE OFFICER AND CHIEF FINANCIAL OFFICER. THE FORM 990 WAS PROVIDED TO EACH MEMBER OF THE BOARD OF DIRECTORS TO REVIEW BEFORE IT WAS FILED. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST STATEMENTS ARE COMPLETED AND SUBMITTED BY ALL OFFICERS AND BOARD MEMBERS ANNUALLY. ANY OFFICER OR BOARD MEMBER WITH A POTENTIAL OR ACTUAL CONFLICT OF INTEREST WOULD BE PROHIBITED FROM PARTICIPATING IN THE BOARD'S DELIBERATIONS AND DECISIONS RELATING TO THE PERTINENT TRANSACTIONS. THE CONFLICT OF INTEREST STATEMENTS ARE REVIEWED AND MAINTAINED IN THE OFFICE OF THE CHIEF FINANCIAL OFFICER. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION OF THE CEO WAS DETERMINED BY THE PERSONNEL COMMITTEE. THE COMMITTEE REVIEWED MULTIPLE COMPARATIVE COMPENSATION SURVEYS OF SIMILARLY SIZED NONPROFIT ORGANIZATIONS IN THE INDUSTRY TO DETERMINE COMPENSATION RECOMMENDATIONS TO MAKE TO THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS REVIEWED AND APPROVED THE CEO'S COMPENSATION. THIS PROCESS WAS LAST CONDUCTED IN NOVEMBER 2009. THE CEO REVIEWS THE COMPENSATION FOR ALL OTHER POSITIONS USING COMPARATIVE DATA AND WAS LAST DONE IN NOVEMBER 2009 AS WELL. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE AUDIT PROCESS HAS NOT CHANGED IN THE CURRENT YEAR. PRENTIS I JSL LDHA GENERAL PARTNER LLC 15000 WEST TEN MILE ROAD OAK PARK MI 48237 454434254 LOW INCOME HOUSING MI 0 0 JEWISH HOME SERVICES INC PRENTIS I JSL DEVELOPER LLC 15000 WEST TEN MILE ROAD OAK PARK MI 48237 HOUSING DEVELOPER MI 200000 200000 JEWISH HOME SERVICES INC JAS HECHTMAN I NON-PROFIT CORPORATION 15000 WEST TEN MILE ROAD OAK PARK MI 48237 201586884 SENIOR APARTMENT RENTAL MI 501(C)(3) LINE 9 JEWISH SENIOR LIFE OF METRO DETROIT 1 JEWISH APARTMENTS AND SERVICES PHASE IV INC 15000 WEST TEN MILE ROAD OAK PARK MI 48237 382472562 SENIOR APARTMENT RENTAL MI 501(C)(3) LINE 9 JEWISH SENIOR LIFE OF METRO DETROIT 1 JFA NON-PROFIT HOUSING CORPORATION 15000 WEST TEN MILE ROAD OAK PARK MI 48237 382996765 SENIOR APARTMENT RENTAL MI 501(C)(3) LINE 9 JEWISH SENIOR LIFE OF METRO DETROIT 1 JAS NON-PROFIT CORPORATION VI 15000 WEST TEN MILE ROAD OAK PARK MI 48237 383487987 SENIOR APARTMENT RENTAL MI 501(C)(3) LINE 9 JEWISH SENIOR LIFE OF METRO DETROIT 1 JEWISH SENIOR LIFE OF METROPOLITAN DETROIT 15000 WEST TEN MILE ROAD OAK PARK MI 48237 383311067 SENIOR SERVICES MI 501(C)(3) LINE 9 N/A 0 JEWISH HOME & AGING SERVICES 15000 WEST TEN MILE ROAD OAK PARK MI 48237 381358398 HOME FOR THE AGED MI 501(C)(3) LINE 3 JEWISH SENIOR LIFE OF METRO DETROIT 1 JSL FOUNDATION 15000 WEST TEN MILE ROAD OAK PARK MI 48237 382693397 SUPPORT JEWISH SENIOR LIFE OF METRO DETROIT MI 501(C)(3) LINE 7 JEWISH SENIOR LIFE OF METRO DETROIT 1 JEWISH APARTMENTS & SERVICES INC 15000 WEST TEN MILE ROAD OAK PARK MI 48237 381873419 SENIOR APARTMENT RENTAL MI 501(C)(3) LINE 9 JEWISH SENIOR LIFE OF METRO DETROIT 1 PRENTIS I JSL LIMITED DIVIDEND HOUSING ASSOCIATION LIMITED PARTNERSHIP 15000 WEST TEN MILE ROAD OAK PARK MI 48237 611675242 LOW INCOME HOUSING MI PRENTIS I JSL LDHA GENERAL PARTNER LLC RELATED 0 1 0.00010 COMPREHENSIVE AGING SERVICES 15000 WEST TEN MILE RD OAK PARK MI 48237 382693404 TO SUPPORT JEWISH HOME SERVICES, INC. MI N/A C -37 7470 1.00000 1 0 0 1 0 0 0 0 0 0 0 0 1 1 1 1 1 1 0 0 JEWISH APARTMENTS & SERVICES INC P 2633099 ACTUAL COSTS INCURRED JEWISH APARTMENTS & SERVICES INC L 324672 ACTUAL COSTS INCURRED JAS NON-PROFIT CORPORATION VI L 235969 ACTUAL COSTS INCURRED JFA NON-PROFIT HOUSING CORPORATION L 123107 ACTUAL COSTS INCURRED JSL FOUNDATION C 702226 ACTUAL CASH RECEIVED JEWISH HOME AND AGING SERVICES L 261712 ACTUAL COSTS INCURRED JEWISH FEDERATION APARTMENTS PH IV INC L 72000 ACTUAL COSTS INCURRED