PROSPECT CONGREGATE HOUSING INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- PROSPECT CONGREGATE HOUSING INC (EIN 39-1631640)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-03-15
- IRS object ID
- 201300779349300620
- Schema version
- 2011v1.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-03-15T17:09:23-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390758449 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WIPFLI LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10000 INNOVATION DRIVE SUITE 250 | AddressLine1 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 532264837 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391631640 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PROSPECT CONGREGATE HOUSING INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | PROS | NameControl |
| Phone | 4142899600 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1414 NORTH PROSPECT AVE | AddressLine1 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 532023018 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GAIL BOEREMA | Name |
| Title | CFO | Title |
| Phone | 4142278838 | Phone |
| Date Signed | 2013-03-18 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAY ADKISSON CPA | Name |
| PTIN | P01360892 | PTIN |
| Phone | 4144319300 | Phone |
| Date Prepared | 2013-03-15 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
Doing Business As DoingBusinessAs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHAI POINT | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | GAIL BOEREMA | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1414 N PROSPECT AVE | AddressLine1 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 532023018 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 3794042 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | JEWISHSENIORLIVING.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1988 | YearFormation |
| State Legal Domicile | WI | StateLegalDomicile |
| Activity Or Mission Description | PROVIDE HOUSING FOR THE ELDERLY WHO REQUIRE ASSISTANCE | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 12 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 12 | NbrIndependentVotingMembers |
| Total Nbr Employees | 104 | TotalNbrEmployees |
| Total Nbr Volunteers | 110 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 91240 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 160180 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 3683019 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 3606258 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 662 | InvestmentIncomePriorYear |
| Investment Income Current Year | 324 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 27280 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 3774921 | TotalRevenuePriorYear |
| Total Revenue Current Year | 3794042 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1221 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1177052 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1296920 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2064233 | OtherExpensePriorYear |
| Other Expenses Current Year | 2140313 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 3242506 | TotalExpensesPriorYear |
| Total Expenses Current Year | 3437233 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 532415 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 356809 | RevenuesLessExpensesCY |
| Total Assets BOY | 8174881 | TotalAssetsBOY |
| Total Assets EOY | 8361654 | TotalAssetsEOY |
| Total Liabilities BOY | 8743551 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 8571287 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | -568670 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | -209633 | NetAssetsOrFundBalancesEOY |
| Mission Description | PROVIDE HOUSING FOR THE ELDERLY WHO REQUIRE ASSISTANCE. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 2652849 | Expense |
| Revenue | 3300180 | Revenue |
| Description | PROVIDE HOUSING FOR THE ELDERLY WHO REQURIE ASSISTANCE IN THEIR DAILY LIVING IN A NON-INSTITUTIONAL SETTING. THE COMPLEX ALSO CONTAINS INDEPENDENT LIVING UNITS. THERE WERE 93 UNITS AVAILABLE WITH 90 PEOPLE SERVED. | Description |
| Total Program Service Expense | 2652849 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 18 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 104 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 12 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 12 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 0 | RegularMonitoringEnforcement |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GAIL BOEREMA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4142778815 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1414 N PROSPECT AVE | AddressLine1 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 532023018 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (14 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| ART ARNSTEIN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| ALAN BORSUK | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| SUZY ETTINGER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| ROSALIE GELLMAN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| SHELDON GENDELMAN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| PHILLIP KATZ | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| HOWARD LOEB | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| BECKY MICHELS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| GARY SOBEL | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| STAN WYNN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| HAL KARAS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| WILLIAM ELLIOTT | ||||||
| CHAIRPERSON | 1.00 | X | 0 | 0 | 0 | X |
| MIKE SATTELL | ||||||
| PRESIDENT | 50.00 | 0 | 0 | 0 | X | |
| GAIL BOEREMA | ||||||
| CFO | 50.00 | 0 | 0 | 0 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEWISH HOME AND CARE CENTER INC | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1414 NORTH PROSPECT AVENUE | AddressLine1 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 532023018 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | MANAGEMENT SERVICES | DescriptionOfServices |
| Compensation | 310626 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| Related Organizations | 82490 | RelatedOrganizations |
| Government Grants | 62088 | GovernmentGrants |
| All Other Contributions | 15602 | AllOtherContributions |
| Total Contributions | 160180 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | ExclusionExclusionAmount |
|---|---|---|---|---|
| RESIDENT SERVICES | 623000 | 3300180 | 3300180 | |
| RESIDENT SERVICES | 623000 | 259054 | $259,054 | |
| OTHER RESIDENT REVENUE | 623000 | 47024 | $47,024 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 3606258 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 324 | TotalRevenueColumn |
| Exclusion | $324 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 25924 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 25924 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 25924 | TotalRevenueColumn |
| Exclusion | $25,924 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | RECOVERY OF BAD DEBTS | Description |
| Business Code | 623990 | BusinessCode |
| Total Revenue Column | 1356 | TotalRevenueColumn |
| Exclusion | $1,356 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 1356 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3794042 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3300180 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $333,682 | ExclusionAmount |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1128166 | Total |
| Program Services | 960364 | ProgramServices |
| Management And General | 167802 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6520 | Total |
| Management And General | 6520 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 56793 | Total |
| Management And General | 56793 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 105441 | Total |
| Management And General | 105441 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 276504 | Total |
| Management And General | 276504 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2830 | Total |
| Management And General | 2830 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10255 | Total |
| Management And General | 10255 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 111147 | Total |
| Program Services | 78879 | ProgramServices |
| Management And General | 32268 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28719 | Total |
| Management And General | 28719 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 485914 | Total |
| Program Services | 461731 | ProgramServices |
| Management And General | 24183 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5727 | Total |
| Management And General | 5727 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 337911 | Total |
| Program Services | 329808 | ProgramServices |
| Management And General | 8103 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9428 | Total |
| Program Services | 6634 | ProgramServices |
| Management And General | 2794 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 194347 | Total |
| Program Services | 194347 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 621086 | Total |
| Program Services | 621086 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 56445 | Total |
| Management And General | 56445 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3437233 | Total |
| Program Services | 2652849 | ProgramServices |
| Management And General | 784384 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 119494 | BOY |
| EOY | 300676 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7310 | BOY |
| EOY | 7311 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 72700 | BOY |
| EOY | 203898 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 351010 | BOY |
| EOY | 645579 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12535 | BOY |
| EOY | 10041 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 68396 | BOY |
| EOY | 50315 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 16548851 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 9633012 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7320990 | BOY |
| EOY | 6915839 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23387 | BOY |
| EOY | 26708 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 199059 | BOY |
| EOY | 201287 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8174881 | BOY |
| EOY | 8361654 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 432266 | BOY |
| EOY | 516004 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8308756 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2529 | BOY |
| EOY | 8055283 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8743551 | BOY |
| EOY | 8571287 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -767729 | BOY |
| EOY | -410920 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 199059 | BOY |
| EOY | 201287 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -568670 | BOY |
| EOY | -209633 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8174881 | BOY |
| EOY | 8361654 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 356809 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 2228 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1000 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 66188 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 66240 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 66240 | CurrentTaxYearMinus1Year |
| Current Tax Year | 160180 | CurrentTaxYear |
| Total | 359848 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3096435 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3168910 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3429913 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3749921 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3607614 | CurrentTaxYear |
| Total | 17052793 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3097435 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3235098 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3496153 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3816161 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3767794 | CurrentTaxYear |
| Total | 17412641 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | 426498 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 470494 | CurrentTaxYearMinus1Year |
| Current Tax Year | 379559 | CurrentTaxYear |
| Total | 1276551 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | 426498 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 470494 | CurrentTaxYearMinus1Year |
| Current Tax Year | 379559 | CurrentTaxYear |
| Total | 1276551 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 16136090 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 38797 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 9395 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 790 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 662 | CurrentTaxYearMinus1Year |
| Current Tax Year | 26249 | CurrentTaxYear |
| Total | 75893 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 38797 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 9395 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 790 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 662 | CurrentTaxYearMinus1Year |
| Current Tax Year | 26249 | CurrentTaxYear |
| Total | 75893 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3136232 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3244493 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3496943 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3816823 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3794043 | CurrentTaxYear |
| Total | 17488534 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.92270 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.94360 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00430 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.00520 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 500000 | OtherCostOrOtherBasis |
| Book Value | 500000 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 14413188 | OtherCostOrOtherBasis |
| Depreciation | 8443272 | Depreciation |
| Book Value | 5969916 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1620815 | OtherCostOrOtherBasis |
| Depreciation | 1189740 | Depreciation |
| Book Value | 431075 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 14848 | OtherCostOrOtherBasis |
| Book Value | 14848 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 6915839 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DUE TO RELATED PARTIES | Description |
| Amount | $8,055,283 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 8055283 | TotalOfAmounts |
| Total Revenue | 3794042 | TotalRevenue |
| Total Expenses | 3437233 | TotalExpenses |
| Excess Or Deficit For Year | 356809 | ExcessOrDeficitForYear |
| Other | $2,228 | OtherAmount |
| Total Adjustments | 2228 | TotalAdjustments |
| Excess Or Deficit Per FS | 359037 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 3794914 | TotRevenueEtcAuditedFinclStmt |
| Other Revenues | 2228 | OtherRevenues |
| Revenue Not Rptd F990 | 2228 | RevenueNotRptdF990 |
| Revenue Subtotal | 3792686 | RevenueSubtotal |
| Other Revenues Not Included | 1356 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 1356 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 3794042 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 3435877 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | -1356 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | -1356 | ExpensesNotRptdF990 |
| Expenses Subtotal | 3437233 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 3437233 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | IN ORDER TO ACCOUNT FOR ANY UNCERTAIN TAX POSITIONS, THE ORGANIZATION DETERMINES WHETHER IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WILL BE SUSTAINED UPON EXAMINATION OF THE TECHNICAL MERITS OF THE POSITION, ASSUMING THE TAXING AUTHORITY HAS FULL KNOWLEDGE OF ALL INFORMATION. IF THE TAX POSITION DOES NOT MEET THE MORE-LIKELY-THAN-NOT RECOGNITION THRESHOLD, THE BENEFIT OF THAT POSITION IS NOT RECOGNIZED IN THE FINANCIAL STATEMENTS. THE ORGANIZATION RECORDED NO ASSETS OR LIABILITIES FOR UNCERTAIN TAX POSITIONS IN 2012 OR 2011. FEDERAL TAX RETURNS FOR THE TAX YEARS 2009 AND BEYOND REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | CHANGE IN INTEREST IN JEWISH HOME AND CARE CENTER FOUNDATION 2,228. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN NET ASSETS OF JEWISH HOME AND CARE CENTER FOUNDATION, INC. 2,228. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | RECOVERY OF BAD DEBTS 1,356. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | RECOVERY OF BAD DEBTS -1,356. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS REVIEWED BY THE CHIEF FINANCIAL OFFICER BEFORE FILING. | |
| HUMAN RESOURCES OF JEWISH HOME AND CARE CENTER PERFORMS MARKET STUDIES IN CONJUNCTION WITH ANNUAL MERIT INCREASES. THEIR BOARD HAS FINAL APPROVAL OVER COMPENSATION ADJUSTMENTS. | ||
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON SPECIFIC REQUEST TO ANY INTERESTED MEMBERS OF THE PUBLIC. | |
| FORM 990, PART XI, LINE 5: | CHANGE IN INTEREST IN JEWISH HOME AND CARE CENTER FOUNDATION 2,228. TOTAL TO FORM 990, PART XI, LINE 5: 2,228. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 2C: | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEWISH HOME AND CARE CENTER FOUNDATION INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1414 N PROSPECT AVENUE | AddressLine1 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 532023018 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391555857 | EIN |
| Primary Activities | PROVIDE FUNDING | PrimaryActivities |
| Legal Domicile State | WI | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | LINE 11B, II | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
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