2014-11-13T16:38:46-06:00 2013-12-31 232932984 PARENTEBEARD LLC 1650 MARKET STREET SUITE 4500 PHILADELPHIA PA 19103 990 2013-01-01 223701092 SJF CCRC INC SJFC 8566792211 1110 LAUREL OAK ROAD VOORHEES NJ 08043 RALPH A FERA CFO 8566792211 2014-11-13 1 JULIUS GREEN CPA P00350393 2159720701 2013 2015-11-30 17:44:51Z RALPH A FERA 1110 LAUREL OAK ROAD VOORHEES NJ 08043 24227195 0 X WWW.LIONSGATECCRC.ORG X 1999 NJ CONTINUING CARE RETIREMENT COMMUNITY PROVIDING HOUSING, HEALTHCARE, AND OTHER RELATED SERVICES. 24 23 437 37 0 0 583099 359345 19890905 22951882 227329 134927 223481 443927 20924814 23890081 0 195117 0 0 9521760 11156211 0 0 0 12650487 15312533 22172247 26663861 -1247433 -2773780 113781794 110147625 101897254 100445442 11884540 9702183 X SJF-CCRC, INC., A NON-PROFIT AGENCY, IS COMMITTED TO PROVIDING THE BENEFITS OF QUALITY HOUSING AND COMPASSIONATE HEALTHCARE SERVICES TO SENIOR RESIDENTS AND THEIR FAMILIES. OUR COMMUNITY BASED HOUSING CREATES A DIGNIFIED AND RESPECTFUL ENVIRONMENT CONSISTENT WITH JEWISH VALUES. THROUGH COLLABORATIVE PARTNERSHIPS, WE HONOR OUR SENIORS AND STRIVE TO OFFER THEM EXCELLENT PROGRAMS TO ENHANCE THEIR SOCIAL, CULTURAL AND SPIRITUAL WELL-BEING. 0 0 23230920 195117 22951882 SJF-CCRC, INC. IS A CONTINUING CARE RETIREMENT COMMUNITY PROVIDING INDEPENDENT AND ASSISTED LIVING AS WELL AS SKILLED NURSING FACILITIES TO THE ELDERLY POPULATION. AS A FULL-SERVICE CONTINUING CARE RETIREMENT COMMUNITY, SENIOR LIVING OPTIONS RANGE FROM INDEPENDENT LIVING TO A FULL CONTINUUM OF ON-SITE CARE - ASSISTED LIVING, SKILLED NURSING AND LONG-TERM CARE, SHORT-TERM AND OUTPATIENT REHABILITATION, MEMORY CARE AND HOME CARE. OUR RESIDENTS ENJOY AN INDEPENDENT, ENGAGING AND WORRY-FREE LIFESTYLE. THERE ARE 164 INDEPENDENT LIVING UNITS, 70 ASSISTED LIVING UNITS AND 103 SKILLED NURSING BEDS. THE COMMUNITY IS LOCATED IN VOORHEES, NJ. 23230920 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 1 18 0 1 437 1 0 0 0 0 0 0 0 0 0 0 X 24 23 0 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 NJ X RALPH A FERA CFO 8566792211 1110 LAUREL OAK ROAD VOORHEES NJ 08043 NEAL CUPERSMITH PRESIDENT 0.50 1.00 X X 0 0 0 STEPHEN SCHEINTHAL VICE PRESIDENT 0.50 1.00 X X 0 0 0 ANDREA LEVIN VICE PRESIDENT 0.50 1.00 X X 0 0 0 RHEA WEINBERG BREKKE VICE PRESIDENT 1.00 2.00 X X 0 0 0 IAN D MEKLINSKY ESQ TREASURER 1.00 2.00 X X 0 0 0 DAVID GUTIN ESQ SECRETARY 0.50 1.00 X X 0 0 0 ADAM KAMINER IMMEDIATE PAST PRESIDENT 0.50 1.00 X 0 0 0 LARRY GOTTLIEB MEMBER 0.50 1.00 X 0 0 0 JANE PRESSMAN MEMBER 0.50 1.00 X 0 0 0 MARK ROSEN MEMBER 0.50 1.00 X 0 0 0 AIMEE LEVIN MEMBER 0.50 1.00 X 0 0 0 BETSY FISCHER MEMBER 0.50 1.00 X 0 0 0 BRIAN ZELL MD MEMBER 0.50 1.00 X 0 0 0 JOEL KABER MEMBER 0.50 1.00 X 0 0 0 KENNETH H MAURER MD MEMBER 0.50 1.00 X 0 0 0 JANINE M SOBEL MD MEMBER 0.50 1.00 X 0 0 0 TAMI STARKMAN MEMBER 0.50 1.00 X 0 0 0 CRAIG STOOPLER CPA MEMBER 0.50 1.00 X 0 0 0 CECILE K WEBER MEMBER 0.50 1.00 X 0 0 0 JEANETTE AXELROD MEMBER 0.50 1.00 X 0 0 0 BETTY GIRLYA MEMBER 0.50 1.00 X 0 0 0 ADRIENNE SELIGMAN TO 92013 MEMBER 0.50 1.00 X 0 0 0 CHLOE HANDLER MEMBER 0.50 1.00 X 0 0 0 ALISON PLATT-TARNOPOL MEMBER 0.50 1.00 X 0 0 0 MORRIS FUNK CEO (3/18-12/31) 39.00 1.00 X 224218 0 6817 DAVID ROSS CEO (1/1-3/17) 39.00 1.00 X 176470 0 829 DOUGLAS HACKER CFO 39.00 1.00 X 148942 0 11835 SUSAN LOVE EXEC DIR OF OPERATIONS 39.00 1.00 X 125573 0 9009 675203 0 28490 4 0 1 0 SODEXO PO BOX 360701 PITTSBURGH PA 15251 DINING SERVICES 2353084 SELECT MEDICAL REHABILITATION PO BOX 643920 PITTSBURGH PA 15264 REHABILITATION SERVICES 638142 FOX LONG TERM CARE COMPANY 7 CARNEGIE PLAZA CHERRY HILL NJ 08003 REHAB THERAPY SERVICES 581785 OMINICARE OF SOUTHERN NJ PO BOX 78000 DETROIT MI 482781668 PHARMACY 516269 PROTOCALL ONE MALL DRIVE SUITE 105 CHERRY HILL NJ 08002 TEMPORARY STAFFING 403448 9 84451 274894 359345 NET RESIDENT SERVICE REV 623000 22951882 22951882 22951882 136688 136688 66638 35040 31598 31598 31598 290436 292197 -1761 -1761 -1761 4627 84451 9877 -5250 -5250 BEAUTY & BARBER SHOP 812900 85053 85053 MANAGEMENT FEES 900099 60000 60000 TELEPHONE/CABLE REVENUE 517000 49324 49324 223202 223202 417579 23890081 22951882 0 578854 195117 195117 526394 526394 8255371 7223299 1032072 81175 73681 7494 1621018 1360483 260535 672253 557064 115189 50918 50918 54000 54000 2116388 1811005 305383 215461 215461 2206571 1959678 246893 49241 49241 1829053 1811010 18043 13225 7753 5472 8950 8950 3265514 3265514 3310754 3310754 227836 227836 MEDICAL SUPPLIES 551973 551973 REPAIRS & MAINTENANCE 448216 448216 PROVISION FOR DOUBTFUL 424197 424197 SECURITY EXPENSE 152087 152087 388149 275450 112699 26663861 23230920 3432941 0 925 490606 9998837 8300665 3115675 3027241 358701 416963 91601085 18081310 75468937 73519775 14062336 13494446 10776383 10897929 113781794 110147625 4031309 3229445 2669783 2570732 58877676 56784103 36318486 37861162 101897254 100445442 X 10573025 8246748 956515 1100435 355000 355000 11884540 9702183 113781794 110147625 X -2773780 -25652 617074 X 0 1 X 1 0 X 157319 411851 110112 583099 354095 1616476 18181604 19412581 19852995 19968272 22951882 100367334 18338923 19824432 19963107 20551371 23305977 101983810 0 0 0 101983810 381029 194306 212025 306207 136688 1230255 381029 194306 212025 306207 136688 1230255 297421 432147 393969 195181 417579 1736297 19017373 20450885 20569101 21052759 23860244 104950362 0.97170 0.96780 0.01170 0.01600 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7307868 223883 355795 434924 7921998 7302599 53535 693120 741386 7307868 7250285 69785 5747 23218 7302599 6287885 415613 653071 106294 7250285 4658573 596322 1078163 45173 6287885 0.82000 0.04000 0.14000 1 0 6359164 6359164 73698642 15632777 58065865 10830087 2297252 8532835 713192 151281 561911 73519775 REFUNDABLE DEPOSITS 123661 DEFERRED COSTS 1646016 DEFERRED FINANCING COSTS 1206255 INTEREST IN NET ASSETS OF JEWISH COMMUNITY FOUNDATION 7921997 10897929 SECURITY DEPOSIT PAYABLE 402412 REFUNDABLE FEES AND DEPOSITS 37458750 37861162 X 24450074 -25652 540728 515076 23934998 -44917 -44917 23890081 26632431 44917 44917 26587514 76346 76346 26663860 PART V, LINE 4: FUNDS WILL BE UTILITIZED FOR SUPPORTING THE MISSION OF THE ORGANIZATION UNDER THE GUIDANCE OF THE BOARD OF TRUSTEES. PART X, LINE 2: LIONS GATE ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES USING A RECOGNITION THRESHOLD OF MORE-LIKELY-THAN NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPROPRIATE TAXING AUTHORITY. MEASUREMENT OF THE TAX UNCERTAINTY OCCURS IF THE RECOGNITION THRESHOLD IS MET. MANAGEMENT DETERMINED THAT THERE WERE NO TAX UNCERTAINTIES THAT MET THE RECOGNITION THRESHOLD IN 2013 OR 2012. LIONS GATE'S FEDERAL RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX FOR THE YEARS PRIOR TO 2010 ARE NO LONGER SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. PART XI, LINE 2D - OTHER ADJUSTMENTS: INCREASE IN INTEREST IN NET ASSETS OF JEWISH COMMUNITY FOUNDATION 617,074. BEAUTY & BARBER EXPENSES NETTED WITH REVENUE ON THE FINANCIAL STATEMENTS -76,346. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES -9,877. FUNDRAISING EXPENSES -35,040. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 9,877. FUNDRAISING EXPENSES 35,040. PART XII, LINE 4B - OTHER ADJUSTMENTS: BEAUTY & BARBER EXPENSES NETTED WITH REVENUE ON THE FINANCIAL STATEMENTS 76,346. LUNCHEON 89078 84451 4627 4627 5250 89078 84451 4627 4627 5250 9877 -5250 1 JEWISH COMMUNITY FOUNDATION 1301 SPRINGDALE ROAD 200 CHERRY HILL NJ 08003 201260545 501(C)(3) 195117 GENERAL SUPPORT 1 PART I, LINE 2: THE FUNDS ARE GENERAL SUPPORT ENDOWMENT FUNDS HELD BY A 501(C)(3) ORGANIZATION. X X 0 0 X X X X X 1 0 0 0 0 0 0 0 0 MORRIS FUNK CEO (3/18-12/31) 224218 0 0 0 0 0 0 0 6817 0 231035 0 0 0 DAVID ROSS CEO (1/1-3/17) 176470 0 0 0 0 0 829 0 0 0 177299 0 0 0 DOUGLAS HACKER CFO 148942 0 0 0 0 0 4999 0 6836 0 160777 0 0 0 PART I, LINE 1A A MONTHLY AMOUNT WAS GIVEN TO DAVID ROSS & MORRIS FUNK TO COVER TRAVEL EXPENSES. THIS AMOUNT WAS NOT INCLUDED IN THEIR TAXABLE INCOME AS IT WAS COVERING BUSINESS RELATED EXPENSES. MORRIS FUNK WAS PROVIDED HOUSING AT A LIONS GATE PROPERTY FOR PART OF 2013. THE HOUSING WAS NOT INCLUDED IN HIS TAXABLE COMPENSATION. PART I, LINE 1B WRITTEN PROOF OF ALL TRAVEL AND EXPENSE REIMBURSEMENT IS MAINTAINED IN THE FINANCE DEPARTMENT. PART I, LINE 3 DAVID ROSS RECEIVED 45 WEEKS SEVERANCE PACKAGE PAID ON A BI-WEEKLY BASIS AND WAS INCLUDED IN HIS W-2 EARNINGS. PART I, LINE 4A DAVID ROSS RECEIVED 45 WEEKS SEVERANCE PACKAGE PAID ON A BI-WEEKLY BASIS AND WAS INCLUDED IN HIS W-2 EARNINGS. A NEW JERSEY ECONOMIC DEVELOPMENT AUTHORITY 222045817 6459167Q4 2005-07-01 45430000 CONSTRUCTION OF THE PROJECT 0 0 0 B NEW JERSEY ECONOMIC DEVELOPMENT AUTHORITY 222045817 6459167T8 2005-07-01 10000000 CONSTRUCTION OF THE PROJECT 0 0 0 C NEW JERSEY ECONOMIC DEVELOPMENT AUTHORITY 222045817 2010-07-01 3500000 CURRENTLY REFUND PRIOR ISSUE 0 0 0 A 1389957 45430000 2007 0 0 1 1 B 305112 10000000 2007 0 0 1 1 C 3500000 2010 0 0 1 1 A 0 0 0 0 0 0 1 B 0 0 0 0 0 0 1 C 0 0 0 0 0 0 1 A 0 0 0 0 0 0 0 0 1 B 0 0 0 0 0 0 0 0 1 C 0 0 0 0 0 0 0 0 1 A 1 B 1 C 1 ADAM KAMINER MEMBER OF BOARD OF DIRECTORS/OWNER OF KAMINER FINANCIAL GROUP, LTD. 314910 EMPLOYEE HEALTH INSURANCE PAYMENTS. 0 FORM 990, PART VI, SECTION A, LINE 7A AN AFFILIATED COMPANY, JEWISH FEDERATION OF SOUTHERN NEW JERSEY, HAS THE RIGHT TO APPOINT TWO MEMBERS OF THE BOARD. FORM 990, PART VI, SECTION A, LINE 7B AN AFFILIATED COMPANY, JEWISH FEDERATION OF SOUTHERN NEW JERSEY, HAS THE RIGHT TO VOTE ON TWO MEMBERS OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11 A PRESENTATION WILL BE MADE BY A TAX PARTNER FROM THE PREPARER AGENCY TO THE FINANCE COMMITTEE. A FULL REVIEW OF THE DRAFT 990 WILL BE DISCUSSED WITH ALL SECTIONS OF THE RETURN BEING PRESENTED TO THE FINANCE COMMITTEE PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C A CONFLICT OF INTEREST POLICY AND DISCLOSURE STATEMENT IS FURNISHED ANNUALLY TO EACH KEY INDIVIDUAL FOLLOWING THE ANNUAL MEETING. ANY NEW KEY INDIVIDUAL IS PROVIDED WITH A COPY OF THIS POLICY UPON COMMENCEMENT OF THEIR POSITION. KEY INDIVIDUALS ARE REQUIRED TO GIVE FULL DISCLOSURE, IN WRITING, OF ANY RELATIONSHIP OR INTEREST THAT MAY GIVE RISE TO A CONFLICT TO THE PRESIDENT OF THE BOARD AND TO THE CHAIRMAN OF ANY COMMITTEE ACTING ON THE CONTRACT OR TRANSACTION. STAFF MEMBERS SHALL DISCLOSE, IN WRITING, ANY POSSIBLE CONFLICT OF INTEREST FOR THEMSELVES OR THEIR FAMILY MEMBERS TO THE CHIEF FINANCIAL OFFICER. THE POLICY IS REVIEWED AND DISTRIBUTED TO THE BOARD ANNUALLY. IF THERE IS A SPECIFIC CONFLICT, BOARD MEMBERS RECUSE THEMSELVES FROM PARTICIPATING IN RELATED DISCUSSIONS OR VOTING. FORM 990, PART VI, SECTION B, LINE 15 THE CEO GOES THROUGH A COMMITTEE PROCESS FOR COMPENSATION REVIEW. COMPARATIVE INFORMATION IS PROVIDED TO ENABLE THE BOARD COMMITTEE TO MAKE AN ACCURATE SUGGESTION TO THE BOARD. OTHER EMPLOYEES ARE COMPENSATED BASED UPON AN INTERNAL REVIEW PROCESS. FAIR MARKET VALUE OF COMPENSATION WAS INITIALLY DETERMINED USING INDUSTRY SOURCES SUCH AS LEADING AGE AND ASSOCIATION OF JEWISH AGING SERVICES (AJAS). THE COMPENSATION PROCESS IS DOCUMENTED IN THE MINUTES. 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 REQUEST. FORM 990, PART XI, LINE 9: DECREASE IN INTEREST IN NET ASSETS OF JEWISH COMMUNITY FOUNDATION 617,074. JEWISH FEDERATION OF SOUTHERN NEW JERSEY 1301 SPRINGDALE ROAD CHERRY HILL NJ 08003 210634489 SOCIAL SERVICES & OTHER COMMUNITY SERVICES NJ 501(C)(3) LINE 7 N/A 0 JEWISH FEDERATION HOUSING MANAGEMENT CO 3051 W CHAPEL AVE CHERRY HILL NJ 08002 222208648 FOOD & HOUSEKEEPING SERVICES; AFFORDABLE HOUSING SERVICES FOR SENIORS NJ 501(C)(3) LINE 9 N/A 0 JEWISH FEDERATION SENIOR HOUSING INC 3051 W CHAPEL AVE CHERRY HILL NJ 08002 311654257 AFFORDABLE HOUSING FOR SENIOR CITIZENS NJ 501(C)(3) LINE 9 N/A 0 JEWISH FEDERATION HOUSING INC 3051 W CHAPEL AVE CHERRY HILL NJ 08002 222137968 AFFORDABLE HOUSING FOR SENIOR CITIZENS NJ 501(C)(3) LINE 9 N/A 0 BERNARD DUBIN HOUSE LIMITED PARTNERSHIP 3051 WEST CHAPEL AVE CHERRY HILL NJ 08002 208334276 REAL ESTATE NJ SJF-CCRC 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0