2013-11-06T16:05:17-06:00 2012-12-31 232932984 PARENTEBEARD LLC 1650 MARKET STREET SUITE 4500 PHILADELPHIA PA 19103 990 2012-01-01 223700189 THE MARTIN AND EDITH STEIN ASSISTED LIVING RESIDENCE INC MART 7325681155 350 DEMOTT LANE SOMERSET NJ 08873 ROBERT BARRY 7325681155 2013-11-05 1 JULIUS GREEN CPA P00350393 2159720701 2012 2016-02-25 16:41:14Z SUSAN HARRIS 350 DEMOTT LANE SOMERSET NJ 08873 6607637 0 X WWW.WILFCAMPUS.ORG X 1999 NJ OPERATION OF AN ASSISTED LIVING FACILITY FOR THE ELDERLY. 8 8 107 40 0 0 0 1000169 5549922 5492546 4410 2995 49195 111927 5603527 6607637 0 0 0 0 2300275 2752998 0 0 0 2637445 2480582 4937720 5233580 665807 1374057 13790546 13719008 12259809 10814214 1530737 2904794 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 4435506 5492546 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 WITH 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 2012, WE SERVED 124 UNIQUE RESIDENTS. 4435506 1 1 0 0 0 0 0 0 1 0 1 0 0 0 1 1 1 0 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 17 0 1 107 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 2.00 X X 0 0 0 GERALD STAFFIN 2.00 X X 0 0 0 SUSAN GREENSTEIN 2.00 X X 0 0 0 IVAN GREENSTEIN 2.00 4.00 X X 0 0 0 WILLIAM DAVIDSON 2.00 X 0 0 0 STEVEN FUERST 2.00 X 0 0 0 ROY TANZMAN 2.00 X 0 0 0 BERT WOLF 2.00 X 0 0 0 SUSAN HARRIS 40.00 8.00 X 161758 0 17296 ROBERT BARRY 2.00 10.00 X 0 66195 0 ANNA SIMMONS 40.00 X 130471 0 9189 TAMMY MANNON 40.00 X 104883 0 12255 397112 66195 38740 3 0 1 0 0 1000000 169 1000169 ASSISTED LIVING FEES 623000 5492546 5492546 5492546 2995 2995 SPECIAL EVENTS DINNER 900099 48618 48618 BEAUTY/BARBER REVENUE 900099 37268 37268 GUEST MEALS 900099 5886 5886 20155 20155 111927 6607637 5492546 0 114922 435852 117138 318714 1815123 1646638 168485 302155 253739 48416 199868 148768 51100 8417 8417 28245 28245 114713 92405 22308 102512 102512 122049 73967 48082 19410 19410 245015 245015 21488 18857 2631 9750 9750 176860 176860 563288 563288 60754 60754 FOOD & DIETARY 742388 742388 REPAIRS & MAINTENANCE 179212 179212 MEDICAL EXPENSES 33453 33453 BEAUTY PARLOR EXPENSES 32232 32232 20796 9034 11762 5233580 4435506 798074 0 814952 1781 500000 1789899 14449 12738 243456 254600 103788 42544 15179639 4371859 11163908 10807780 487802 426404 462191 383262 13790546 13719008 167202 190866 87874 11630000 10240000 374733 383348 12259809 10814214 X 1530737 2904794 1530737 2904794 13790546 13719008 1374057 0 X X 0 1 X 1 0 X 4978028 5162455 5284734 5549922 6492715 27467854 4978028 5162455 5284734 5549922 6492715 27467854 0 0 0 27467854 25103 20185 1248 4410 2995 53941 25103 20185 1248 4410 2995 53941 41938 47935 46806 49195 111927 297801 5045069 5230575 5332788 5603527 6607637 27819596 0.98740 0.98740 0.00190 0.00350 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 368756 183045 166318 385483 1 X 800000 800000 13213097 3027918 10185179 1158122 1342067 -183945 8420 1874 6546 10807780 SECURITY DEPOSITS 379867 RESIDENT PATIENT NEEDS 3481 383348 X 6607637 0 6607637 0 6607637 5233580 0 5233580 0 5233580 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 AND ALSO REFLECTS A LIABILITY FOR THE SAME AMOUNT. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: THE FACILITY 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 THERE WERE NO TAX UNCERTAINTIES THAT MET THE RECOGNITION THRESHOLD IN 2012 AND 2011. THE FACILITY'S FEDERAL EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURNS FOR THE YEARS ENDED DECEMBER 31, 2011, 2010, AND 2009 REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. X X X 0 0 0 0 0 0 0 0 0 SUSAN HARRIS 141758 0 20000 0 0 0 0 0 17296 0 179054 0 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. ALSO THE PROFESSIONAL SERVICE AGREEMENT FOR THE CONSULTING CFO IS REVIEWED AND RATIFIED FOR THE UPCOMING YEAR. THIS PROCESS WAS LAST DONE IN DECEMBER 2012 FOR COMPENSATION ADJUSTMENTS EFFECTIVE ON JAN 1, 2013. 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. FORM 990, PART XII, LINE 2C: THERE HAS BEEN NO CHANGE IN THE OVERSIGHT PROCESS OF THE AUDIT OR SELECTION PROCESS OF AN INDEPENDENT ACCOUNTANT IN 2012. 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 9 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 7 N/A 0 WILF TRANSPORT INC 350 DEMOTT LANE SOMERSET NJ 08873 452485684 TRANSPORTATION NJ 501(C)(3) LINE 7 N/A 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 THE JEWISH HOME AND HEALTH CARE CENTER 501(C)3 TAX EXEMPT STATUS THE JEWISH HOME AND HEALTHCARE CENTER, INC. (THE "JHHC") WAS AN INTERNAL REVENUE CODE SECTION 501(C)(3) TAX EXEMPT ORGANIZATION. HOWEVER, ITS TAX EXEMPT STATUS WAS AUTOMATICALLY REVOKED ON MAY 15, 2010, FOR FAILURE TO TIMELY FILE ITS ANNUAL FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, FOR THREE CONSECUTIVE YEARS. THE JHHC HAS FILED A FORM 1023, APPLICATION FOR RECOGNITION OF EXEMPTION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, SEEKING RETROACTIVE REINSTATEMENT OF ITS EXEMPT STATUS UNDER CODE SECTION 6033(J)(3), ALONG WITH ALL DELINQUENT FORM 990 RETURNS. THE APPLICATION FOR RETROACTIVE REINSTATEMENT IS CURRENTLY PENDING.