2014-08-04T15:50:03-05:00 2013-12-31 232932984 PARENTEBEARD LLC 1650 MARKET STREET SUITE 4500 PHILADELPHIA PA 19103 990 2013-01-01 223700189 THE MARTIN AND EDITH STEIN ASSISTED LIVING RESIDENCE INC MART 7325681155 350 DEMOTT LANE SOMERSET NJ 08873 ROBERT BARRY CFO 7325681155 2014-08-04 1 JULIUS GREEN CPA P00350393 2159720701 2013 2015-11-30 17:44:51Z SUSAN HARRIS 350 DEMOTT LANE SOMERSET NJ 08873 5778932 0 X WWW.WILFCAMPUS.ORG X 1999 NJ OPERATION OF AN ASSISTED LIVING FACILITY FOR THE ELDERLY. 8 8 123 23 0 0 1000169 545 5492546 5618383 2995 1602 111927 158402 6607637 5778932 0 0 0 0 2752998 3274928 0 0 0 2480582 2320977 5233580 5595905 1374057 183027 13719008 13081206 10814214 9993386 2904794 3087820 X TO ESTABLISH, MAINTAIN & OPERATE AN ASSISTED LIVING FACILITY FOR THE ELDERLY & DISABLED WITHOUT REGARD TO RACE, SEX, AGE, CREED OR NATIONAL ORIGIN. TO SPONSOR, PROMOTE & ASSIST IN THE ESTABLISHMENT OR MAINTENANCE OF ACTIVITIES RELATING HUMAN HEALTH & SOCIAL WELL-BEING, AND THE PROVISION OF CARE, TO THE ELDERLY DISABLED. 0 0 4704119 5618383 THE MARTIN AND EDITH STEIN ASSISTED LIVING RESIDENCE IS A NON-PROFIT ASSISTED LIVING RESIDENCE. THE STEIN RESIDENCE OPENED IN MAY 2003. EACH RESIDENT RECEIVES THE LEVEL OF PERSONALIZED SUPPORT HE OR SHE NEEDS. SERVICES INCLUDE ASSISTANCE WITH BATHING, DRESSING AND MEDICATION MANAGEMENT; LICENSED NURSE ON PREMISES 24/7, GLATT KOSHER MEALS; HOUSEKEEPING AND LINEN SERVICE, EMERGENCY RESPONSE SYSTEMS, RECREATIONAL, SOCIAL AND CULTURAL ACTIVITIES, RELIGIOUS OBSERVANCES, TRANSPORTATION TO MEDICAL APPOINTMENTS, ON-SITE PHYSICAL THERAPY, LIBRARY, COMPUTER LAB AND BEAUTY SALON. FOR PEOPLE WITH ALZHEIMER'S DISEASE AND OTHER FORMS OF MEMORY IMPAIRMENT, WE HAVE A SEPARATE MEMORY CARE NEIGHBORHOOD WHICH PROVIDES SPECIALIZED CARE IN A HOME-LIKE SETTING WITH ADDITIONAL SAFETY FEATURES TO PREVENT WANDERING. WE ALSO HAVE THE CAPACITY FOR RESPITE-CARE. STEIN RESIDENCE HAS THE CAPACITY FOR 90 RESIDENTS. IN 2013, WE SERVED 113 UNIQUE RESIDENTS. 4704119 1 0 0 0 0 0 0 0 1 0 1 0 0 0 1 1 1 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 0 1 0 0 0 1 13 0 123 1 0 0 0 0 0 0 0 0 0 0 X 8 8 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NJ X SUSAN HARRIS CEO 7355681155 350 DEMOTT LANE SOMERSET NJ 08873 DAVID WORMSER PRESIDENT 2.00 6.00 X X 0 0 0 GERALD STAFFIN VICE PRESIDENT 2.00 6.00 X X 0 0 0 SUSAN GREENSTEIN SECRETARY 2.00 6.00 X X 0 0 0 IVAN GREENSTEIN TREASURER 2.00 12.00 X X 0 0 0 WILLIAM DAVIDSON TRUSTEE 2.00 4.00 X 0 0 0 STEVEN FUERST TRUSTEE 2.00 6.00 X 0 0 0 ROY TANZMAN TRUSTEE 2.00 4.00 X 0 0 0 BERT WOLF TRUSTEE 2.00 4.00 X 0 0 0 SUSAN HARRIS CEO 40.00 12.00 X 10951 159869 18538 ROBERT BARRY CFO 2.00 12.00 X 0 72090 0 ANNA SIMMONS EXECUTIVE DIRECTOR 40.00 4.00 X 133159 0 10545 144110 231959 29083 1 0 1 0 0 545 545 ASSISTED LIVING FEES 623000 5618383 5618383 5618383 1602 1602 SPECIAL EVENTS DINNER 900099 98593 98593 BEAUTY/BARBER REVENUE 900099 34005 34005 GUEST MEALS 900099 4396 4396 21408 21408 158402 5778932 5618383 0 160004 233892 233892 2441380 2124231 317149 363714 299495 64219 235942 188174 47768 10806 10806 26997 26997 111576 85141 26435 105345 105345 165084 106386 58698 17936 17936 270999 270999 21711 18684 3027 9557 9557 141675 141675 530990 530990 67567 67567 FOOD & DIETARY 545545 545545 REPAIRS & MAINTENANCE 209244 209244 MEDICAL EXPENSES 37093 37093 BEAUTY PARLOR EXPENSES 30943 30943 17909 10174 7735 5595905 4704119 891786 0 1781 1861 1789899 1559483 12738 45128 254600 82793 42544 49321 15444211 4841445 10807780 10602766 426404 364998 383262 374856 13719008 13081206 190866 173770 113100 379867 366494 10240000 9330000 3481 10022 10814214 9993386 X 2904794 3087820 2904794 3087820 13719008 13081206 183027 0 X 0 1 X 1 0 X 5162455 5284734 5549922 6492715 5618928 28108754 5162455 5284734 5549922 6492715 5618928 28108754 0 0 0 28108754 20185 1248 4410 2995 1602 30440 20185 1248 4410 2995 1602 30440 47935 46806 49195 111927 158402 414265 5230575 5332788 5603527 6607637 5778932 28553459 0.98440 0.98740 0.00110 0.00190 X 1 385483 123016 136390 372109 1 X 800000 800000 13386544 3345832 10040712 1213435 1488772 -275337 44232 6841 37391 10602766 RESIDENT PATIENT NEEDS 3249 DUE TO AFFILIATES 6773 10022 X 5778932 0 5778932 0 5778932 5595906 0 5595906 0 5595906 PART IV, LINE 1B: THE ORGANIZATION COLLECTS A "DEPOSIT" FOR EACH RESIDENT UPON THEIR MOVING IN TO THE FACILITY PART IV, LINE 2B: THE ESCROW DEPOSITS ARE MAINTAINED IN A SEPARATE BANK ACCOUNT. THE BALANCE SHEET REFLECTS THE CASH AS AN ASSET IN OTHER ASSETS AND ALSO REFLECTS A LIABILITY ON FORM 990, PART X, LINE 21. PART X, LINE 2: THE FACILITY ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES USING A RECOGNITION THRESHOLD OF MORE-LIKELY-THAN NOT TO BE A SUSTAINED UPON EXAMINATION BY THE APPROPRIATE TAXING AUTHORITY. MEASUREMENT OF THE TAX UNCERTAINTY OCCURS IF THE RECOGNITION THRESHOLD IS MET. MANAGEMENT DETERMINED THERE WERE NO TAX UNCERTAINTIES THAT MET THE RECOGNITION THRESHOLD IN 2013 AND 2012. THE FACILITY'S FEDERAL EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURNS FOR YEARS ENDED PRIOR TO DECEMBER 31, 2010 ARE NO LONGER SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. X X X 0 0 0 0 0 0 0 0 0 SUSAN HARRIS CEO 10951 159869 0 0 0 0 13 0 1286 17239 12250 177108 0 0 FORM 990, PART VI, SECTION A, LINE 2 IVAN & SUSAN GREENSTEIN ARE MARRIED TO EACH OTHER. FORM 990, PART VI, SECTION B, LINE 11 ONCE THE DRAFT 990 IS REVIEWED AND APPROVED BY THE AUDIT COMMITTEE, EVERY MEMBER OF THE BOARD OF TRUSTEES IS PROVIDED WITH THE 990 AT LEAST 7 DAYS PRIOR TO THE BOARD MEETING AT WHICH IT WILL BE REVIEWED AND CONSIDERED FOR ACCEPTANCE. AT THAT MEETING, A FULL REVIEW AND DISCUSSION, INCLUDING RESPONDING TO ANY QUESTIONS A TRUSTEE MAY ASK, TAKES PLACE. IF AND WHEN ALL PARTICIPATING TRUSTEES ARE COMFORTABLE WITH AND UNDERSTAND THE CONTENT OF THE 990, THEY ARE ASKED TO PASS A RESOLUTION TO ACCEPT AND FILE THE 990 AS PRESENTED. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY ALL OFFICERS, DIRECTORS, TRUSTEES AND KEY EMPLOYEES RECEIVE A CONFLICT OF INTEREST POLICY TO BE REVIEWED AND RETURNED BY JANUARY 31ST. THE PRESIDENT OF THE BOARD AND CFO REVIEW AND BRING ANY CONFLICTS TO THE EXECUTIVE COMMITTEE FOR CONSIDERATION. THE EXECUTIVE COMMITTEE REVIEWS ALL DISCLOSED CONFLICTS, MAKES A DETERMINATION AS TO THE POTENTIAL SIGNIFICANCE OF EACH CONFLICT, AND IF NECESSARY MAKES THE DECISION OF HOW TO NEGATE EACH CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 ANNUALLY, THE EXECUTIVE COMMITTEE REVIEWS THE COMPENSATION PACKAGE FOR THE CEO, CAO AND THE EXECUTIVE DIRECTORS FOR EACH ENTITY BASED UPON COMPENSATION PAID BY COMPARABLE ORGANIZATIONS FOR COMPARABLE POSITIONS. ALSO THE PROFESSIONAL SERVICE AGREEMENT FOR THE CONSULTING CFO IS REVIEWED AND RENEWED ANNUALLY BASED UPON COMPARABLE CFO SALARIES. THIS PROCESS IS DOCUMENTED IN THE EXECUTIVE COMMITTEE BASED UPON RECORDINGS OF THOSE MEETINGS. THE PROCESS WAS LAST DONE IN NOVEMBER 2013 FOR COMPENSATION ADJUSTMENTS EFFECTIVE ON JAN 1, 2014. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. THE JEWISH HOME & HEALTHCARE CENTER INC 350 DEMOTT LANE SOMERSET NJ 08873 226083380 ELDERLY CARE NJ 501(C)(3) LINE 9 N/A 0 THE LENA AND DAVID T WILENTZ SENIOR RESIDENCE INC 350 DEMOTT LANE SOMERSET NJ 08873 222289444 ELDERLY HOUSING NJ 501(C)(3) LINE 9 N/A 0 FOUNDATION OF THE OSCAR AND ELLA WILF CAMPUS FOR SENIOR LIVING 350 DEMOTT LANE SOMERSET NJ 08873 222884959 ELDERLY CARE NJ 501(C)(3) LINE 7 N/A 0 THE MARTIN & EDITH STEIN HOSPICE 49 VERONICA AVENUE SOMERSET NJ 08873 202277539 HOSPICE NJ 501(C)(3) LINE 7 N/A 0 THE OSCAR AND ELLA WILF CAMPUS FOR SENIOR LIVING INC 350 DEMOTT LANE SOMERSET NJ 08873 521624834 ELDERLY CARE NJ 501(C)(3) LINE 9 N/A 0 WILF TRANSPORT INC 350 DEMOTT LANE SOMERSET NJ 08873 452485684 TRANSPORTATION NJ 501(C)(3) LINE 9 N/A 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0