JEWISH HOME AND CARE CENTER FOUNDATION INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- JEWISH HOME AND CARE CENTER FOUNDATION INC (EIN 39-1555857)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-03-15
- IRS object ID
- 201320779349300017
- 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 | 391555857 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEWISH HOME AND CARE CENTER FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | JEWI | NameControl |
| Phone | 4142762627 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1414 NORTH PROSPECT AVENUE | AddressLine1 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 53202 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GAIL BOEREMA | Name |
| Title | CHIEF FINANCIAL OFFICER | Title |
| Phone | 4142762627 | 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
| 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 NORTH PROSPECT AVENUE | AddressLine1 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 53202 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 51742567 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | JEWISHSENIORLIVING.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1986 | YearFormation |
| State Legal Domicile | WI | StateLegalDomicile |
| Activity Or Mission Description | THE FOUNDATION WAS ORGANIZED TO RAISE FUNDS TO SUPPORT JEWISH HOME AND CARE CENTER, INC., PROSPECT CONGREGATE HOUSING, INC., AND MEQUON JEWISH CAMPUS, INC. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 19 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 16 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 106 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 726847 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 804370 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 3351498 | InvestmentIncomePriorYear |
| Investment Income Current Year | 2833380 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 5196 | OtherRevenuePriorYear |
| Other Revenue Current Year | 40975 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 4083541 | TotalRevenuePriorYear |
| Total Revenue Current Year | 3678725 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1306381 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 2532030 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | 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 | 472327 | OtherExpensePriorYear |
| Other Expenses Current Year | 541090 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1778708 | TotalExpensesPriorYear |
| Total Expenses Current Year | 3073120 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 2304833 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 605605 | RevenuesLessExpensesCY |
| Total Assets BOY | 143829336 | TotalAssetsBOY |
| Total Assets EOY | 140356852 | TotalAssetsEOY |
| Total Liabilities BOY | 70887 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 67899 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 143758449 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 140288953 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE FOUNDATION WAS ORGANIZED TO RAISE FUNDS TO SUPPORT JEWISH HOME AND CARE CENTER, INC., PROSPECT CONGREGATE HOUSING, INC., AND MEQUON JEWISH CAMPUS, INC. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 2532030 | Expense |
| Grants | 2532030 | Grants |
| Revenue | 0 | Revenue |
| Description | THE JEWISH HOME AND CARE CENTER FOUNDATION, INC. PROVIDES FUNDING FOR PROGRAM SERVICES AT THE JEWISH HOME AND CARE CENTER, INC., PROSPECT CONGREGATE HOUSING, INC., AND MEQUON JEWISH CAMPUS, INC., SEPARATE 501(C)3 ORGANIZATIONS ALL PROVIDING SERVICES TO SENIORS OR INFIRMED TO HAVE A QUALITY JEWISH ENVIRONMENT. | Description |
| Total Program Service Expense | 2532030 | 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 | 0 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | 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 | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | 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 | 4 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| 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 | 19 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 16 | 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 | 1 | 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 NORTH PROSPECT AVENUE | AddressLine1 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 53202 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (19 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| EUGENE BASS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| ROBERTA CARAWAY | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DORIS CHORTEK | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| WILLIAM ELLIOTT | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JOSHUA GIMBEL | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| LEONARD GOLDSTEIN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DONALD GRANDE | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| PHIL HIMMELFARB | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| RONALD MILLER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| LEWIS PERLSON | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| ARLENE PELTZ | ||||||
| CHAIRMAN ELECT | 1.00 | X | 0 | 0 | 0 | |
| RICK RAKITA | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| RICHARD STRAIT | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| SHELLY HART | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| WILLIAM KOMISAR | ||||||
| CHAIRMAN | 1.00 | X | 0 | 0 | 0 | X |
| DAVID WEBER | ||||||
| SECRETARY | 1.00 | X | 0 | 0 | 0 | X |
| MIKE SATTELL | ||||||
| PRESIDENT | 50.00 | X | 0 | 115134 | 16522 | X |
| NITA CORRE | ||||||
| PRESIDENT AMERITUS | 50.00 | X | 0 | 170192 | 6093 | X |
| GAIL BOEREMA | ||||||
| CHIEF FINANCIAL OFFICER | 50.00 | 0 | 134542 | 5023 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 419868 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 27638 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | 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 AVE | AddressLine1 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 53202 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | MANAGEMENT FEES | DescriptionOfServices |
| Compensation | 165360 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| All Other Contributions | 804370 | AllOtherContributions |
| Total Contributions | 804370 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2243350 | TotalRevenueColumn |
| Exclusion | $2,243,350 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 48651385 | Securities |
| Other | 2487 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 48063842 | Securities |
| Other | 0 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 587543 | Securities |
| Other | 2487 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 590030 | TotalRevenueColumn |
| Exclusion | $590,030 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount |
|---|---|---|---|
| BAD DEBTS COLLECTED | 623990 | 37231 | $37,231 |
| OTHER MISCELLANEOUS RE | 623990 | 3744 | $3,744 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 40975 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3678725 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $2,874,355 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2531753 | Total |
| Program Services | 2531753 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 277 | Total |
| Program Services | 277 | ProgramServices |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 130474 | Total |
| Management And General | 130474 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 302977 | Total |
| Management And General | 302977 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7397 | Total |
| Management And General | 7397 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 420 | Total |
| Management And General | 420 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6867 | Total |
| Management And General | 6867 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9009 | Total |
| Management And General | 9009 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4743 | Total |
| Management And General | 4743 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6757 | Total |
| Management And General | 6757 | ManagementAndGeneral |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral |
|---|---|---|
| TRANSFERS | 69881 | 69881 |
| MISCELLANEOUS EXPENSES | 2565 | 2565 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3073120 | Total |
| Program Services | 2532030 | ProgramServices |
| Management And General | 541090 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 187311 | BOY |
| EOY | 179981 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1303889 | BOY |
| EOY | 2128003 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1524274 | BOY |
| EOY | 1251505 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14001644 | BOY |
| EOY | 13899789 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 419 | BOY |
| EOY | 8643 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 107482610 | BOY |
| EOY | 103681013 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18092369 | BOY |
| EOY | 18208232 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1236820 | BOY |
| EOY | 999686 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 143829336 | BOY |
| EOY | 140356852 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 70887 | BOY |
| EOY | 67899 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 70887 | BOY |
| EOY | 67899 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 132991863 | BOY |
| EOY | 128926667 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10766586 | BOY |
| EOY | 11362286 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 143758449 | BOY |
| EOY | 140288953 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 143829336 | BOY |
| EOY | 140356852 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 605605 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -4075101 | 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) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type2 | X | SupportingOrg509a3Type2 |
| Certification Checkbox | X | CertificationCheckbox |
| Contrib By Controlling Individual | 0 | ContribByControllingIndividual |
| Contribution By Related Party | 0 | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | 0 | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation (3 entries)
| EINEIN | Type Of OrganizationTypeOfOrganization | Listed In Governing DocListedInGoverningDoc | Supported Organization NotifiedSupportedOrganizationNotified | Organized In USOrganizedInUS | AmountAmount |
|---|---|---|---|---|---|
| JEWISH HOME AND CARE CENTER | |||||
| 390813421 | 9 | 1 | 1 | 1 | $2,449,263 |
| PROSPECT CONGREGATE HOUSING INC | |||||
| 391631640 | 9 | 1 | 1 | 1 | $82,490 |
| MEQUON JEWISH CAMPUS | |||||
| 481269083 | 9 | 1 | 1 | 1 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 3 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 2531753 | SumOfAmounts |
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
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 0 | BeginningOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 350000 | BeginningOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 350000 | BeginningOfYearBalance |
| End Of Year Balance | 350000 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 350000 | BeginningOfYearBalance |
| End Of Year Balance | 350000 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 0.00000 | PermanentEndowmentEOYBalance |
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (3 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| ISRAEL BONDS AND NOTES | 3233950 | F |
| ALTERNATIVE INVESTMENTS | 14878977 | F |
| INVESTMENT IN MEQUON PARK | 95305 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 18208232 | TotalOfBookValueSecurities |
| Total Revenue | 3678725 | TotalRevenue |
| Total Expenses | 3073120 | TotalExpenses |
| Excess Or Deficit For Year | 605605 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -4295101 | NetUnrealizedGLOnInvestments |
| Other | $220,000 | OtherAmount |
| Total Adjustments | -4075101 | TotalAdjustments |
| Excess Or Deficit Per FS | -3469496 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | -433607 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -4295101 | NetUnrealizedGainsInvestments |
| Other Revenues | 220000 | OtherRevenues |
| Revenue Not Rptd F990 | -4075101 | RevenueNotRptdF990 |
| Revenue Subtotal | 3641494 | RevenueSubtotal |
| Other Revenues Not Included | 37231 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 37231 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 3678725 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 3035889 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | -37231 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | -37231 | ExpensesNotRptdF990 |
| Expenses Subtotal | 3073120 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 3073120 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | DURING 2011, THE FOUNDATION DETERMINED THAT $350,000 OF NET ASSETS WERE INCORRECTLY CLASSIFIED AS PERMANENTLY RESTRICTED NET ASSETS. DUE TO THIS DETERMINATION, PERMANENTLY RESTRICTED NET ASSETS HAVE BEEN RECHARACTERIZED TO UNRESTRICTED NET ASSETS ON THE CURRENT YEAR AUDITED FINANCIAL STATEMENTS. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | IN ORDER TO ACCOUNT FOR ANY UNCERTAIN TAX POSITIONS, THE FOUNDATION 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 FOUNDATION 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: | TRANSFER FROM JEWISH HOME CARE CENTER, INC. 220,000. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | TRANSFER FROM JEWISH HOME AND CARE CENTER, INC. 220,000. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | BAD DEBTS COLLECTED 37,231. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | BAD DEBTS COLLECTED -37,231. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| JEWISH HOME AND CARE CENTER INC | |||||||
| 1414 NORTH PROSPECT AVENUE | MILWAUKEE | WI | 53202 | 390813421 | 501(C)3 | 2449263 | NURSING, THERAPY & RELIGIOUS ACTIVITIES FOR RESIDENTS. |
| PROSPECT CONGREGATE HOUSING INC | |||||||
| 1414 NORTH PROSPECT AVENUE | MILWAUKEE | WI | 53202 | 391631640 | 501(C)3 | 82490 | NURSING, THERAPY & RELIGIOUS ACTIVITIES FOR RESIDENTS. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 2 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: THE RECEIVING ORGANIZATION REQUESTS THE FUNDS FROM THE FOUNDATION ONCE THE CONDITION OF THE GRANT IS MET BY SUBMITTING A CHECK REQUEST. THE DEVELOPMENT DIRECTOR OF THE FOUNDATION SIGNS THE CHECK REQUEST WHICH INDICATES HER APPROVAL THAT THE CONDITION HAS BEEN MET AND SUBMITS IT TO ACCOUNTS PAYABLE FOR PROCESSING. THE CHECK IS CREATED AND MATCHED TO THE CHECK REQUEST, THE PRESIDENT/CEO AND THE CFO SIGN THE CHECK. ADDITIONALLY, THERE ARE MONTHLY FINANCIAL STATEMENTS FOR THE FOUNDATION AND ALL OPERATING ENTITIES THAT ARE REVIEWED BY THE PRESIDENT/CEO AND THE CFO. THE GRANTS ARE PART OF THE FINANCIAL STATEMENTS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | NITA CORRE | NamePerson |
| Base Compensation Filing Org | 0 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 170192 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 0 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 0 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 6093 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 0 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 176285 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 7A | THE ORGANIZATION'S DIRECTORS ARE ELECTED BY THE BOARDS OF DIRECTORS OF JEWISH HOME AND CARE CENTER, PROSPECT CONGREGATE HOUSING, AND MEQUON JEWISH CAMPUS. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS REVIEWED BY THE CHIEF FINANCIAL OFFICER PRIOR TO FILING. | |
| HUMAN RESOURCES OF THE JEWISH HOME AND CARE CENTER PERFORMS MARKET STUDIES ALONG WITH ANNUAL MERIT INCREASES AND THEIR BOARD HAS FINAL APPROVAL ON ALL COMPENSATION ADJUSTMENTS. | ||
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC FOR REVIEW UPON SPECIFIC REQUEST BY A MEMBER OF THE PUBLIC. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -4,295,101. TRANSFER FROM JEWISH HOME CARE CENTER, INC. 220,000. TOTAL TO FORM 990, PART XI, LINE 5: -4,075,101. | 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 (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| PROSPECT CONGREGATE HOUSING INC | ||||||||||
| 1400 N PROSPECT AVENUE | MILWAUKEE | WI | 53202 | 391631640 | SENIOR HOUSING | WI | 501(C)(3) | LINE 9 | N/A | 0 |
| JEWISH HOME AND CARE CENTER INC | ||||||||||
| 1414 N PROSPECT AVENUE | MILWAUKEE | WI | 53202 | 390813421 | HEALTH CARE | WI | 501(C)(3) | LINE 9 | N/A | 0 |
| MEQUON JEWISH CAMPUS INC | ||||||||||
| 10995 N MARKET STREET | MEQUON | WI | 53092 | 481269083 | HEALTH CARE/SENIOR HOUSING | WI | 501(C)(3) | LINE 9 | N/A | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | 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 | 1 | 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 | 1 | 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 | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
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