2013-07-05T11:11:13-05:00 2012-12-31 223271712 MERCADIEN PC PO BOX 7648 PRINCETON NJ 085437648 990 2012-01-01 521720580 JEWISH HOME FOUNDATION OF NORTH JERSEY INC JEWI 2017841414 10 LINK DRIVE ROCKLEIGH NJ 076472504 CHARLES P BERKOWITZ 2017841414 2013-07-05 1 DAVID L STAFFORD CPA P00634128 6096899700 2012 2016-02-24 21:20:13Z CHARLES P BERKOWITZ 10 LINK DRIVE ROCKLEIGH NJ 076472504 1802919 0 X JEWISHHOMEROCKLEIGH.ORG X 1985 NJ TO SUPPORT VARIOUS PROGRAMS AT JEWISH HOME AT ROCKLEIGH, JEWISH HOME ASSISTED LIVING AND JEWISH HOME AND REHABILITATION CENTER. 29 29 4 74 0 0 2404174 1460177 0 0 26608 30037 94437 134017 2525219 1624231 535076 584468 0 0 330081 339621 0 0 467098 334464 351735 1199621 1275824 1325598 348407 4082933 4579841 260937 234612 3821996 4345229 X DEVELOP THE LONG TERM VISION OF, AND PROVIDE AID AND SUPPORT TO, THE NOT-FOR-PROFIT ORGANIZATIONS OF THE JEWISH HOME AT ROCKLEIGH, JEWISH HOME AND REHABILITATION CENTER, JEWISH HOME ASSISTED LIVING, JEWISH HOME AT HOME OR THEIR SUCCESSOR ORGANIZATIONS FOR THE PURPOSES OF MAKING AVAILABLE HEALTHCARE, EDUCATIONAL, LIFE ENRICHMENT, SCIENTIFIC OR OTHER CHARITABLE EFFORTS FOR THE SENIORS, THE ELDERLY AND INFIRM IN OUR COMMUNITY. 0 0 584468 584468 TO SUPPORT VARIOUS PROGRAMS AT JEWISH HOME AT ROCKLEIGH, JEWISH HOME ASSISTED LIVING, JEWISH HOME AT HOME AND JEWISH HOME AND REHABILITATION CENTER. 584468 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 1 1 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 3 0 1 4 1 0 0 0 0 0 1 1 0 0 0 0 X 29 29 1 0 1 0 1 0 1 1 1 0 0 1 1 1 1 1 1 1 1 0 NJ NY X BRANDY STEFANCO CFO 2017841414 10 LINK DRIVE ROCKLEIGH NJ 076472504 ANGELICA BERRIE 1.00 2.00 X X 0 0 0 BERNARD BOBER 1.00 2.00 X 0 0 0 EDWARD DAUBER 1.00 X 0 0 0 NANCY EICHENBAUM 1.00 X 0 0 0 MARVIN EISEMAN 1.00 2.00 X 0 0 0 WENDY EZOR ENGLER 1.00 X X 0 0 0 CARL EPSTEIN 1.00 4.00 X 0 0 0 JONATHAN FURER 1.00 X X 0 0 0 DR SANDRA GOLD 1.00 2.00 X 0 0 0 STEVEN MOREY GREENBERG ESQ 1.00 4.00 X 0 0 0 ROBERT M HESS 1.00 X X 0 0 0 MAGGIE KAPLEN 1.00 3.00 X 0 0 0 WILSON KAPLEN 1.00 2.00 X 0 0 0 ILAN KAUFTHAL 1.00 X 0 0 0 BERNIE KOSTER 1.00 1.00 X 0 0 0 SHAIR LEVENTHAL 1.00 X 0 0 0 MEYER LEVINE 1.00 X 0 0 0 DR CHARLES LIEBERMAN 1.00 X 0 0 0 WILLIAM LIPPMAN 1.00 2.00 X 0 0 0 HOWARD LIPPMAN 1.00 1.00 X 0 0 0 DR ZVI MARANS 1.00 X 0 0 0 HOWARD J PAKETT 1.00 X X 0 0 0 JAYNE PETAK 1.00 1.00 X 0 0 0 DAVID SHARP 1.50 1.00 X X 0 0 0 CAROL K SILBERSTEIN 1.00 X 0 0 0 DR ABE STEINBERGER 1.00 X 0 0 0 PAUL WOLFF 1.00 1.00 X 0 0 0 MARTIN ZAIKOV 1.00 X 0 0 0 CHARLES P BERKOWITZ 1.00 39.00 X 0 366970 47786 MELANIE S COHEN 40.00 X 130178 0 24586 130178 366970 72372 1 0 1 0 0 32352 1427825 1460177 30037 30037 276305 32352 158936 117369 117369 36400 19752 16648 16648 1624231 0 0 164054 573000 573000 11468 11468 154763 37548 117215 146559 35558 111001 3843 932 2911 14944 3626 11318 19512 4734 14778 86185 86185 1182 1182 12962 12962 11360 11360 29755 29755 11587 11587 1332 1332 SPECIAL PROJECTS 119554 119554 RESIDENT SUPPORT 21499 21499 PURCHASED SERVICE 14502 14502 ENDOWMENT ADMINISTRATIO 14142 14142 27675 16029 11646 1275824 584468 224258 467098 2337289 2676758 61187 36949 12220 18010 4800 4800 0 0 1670942 1848099 1295 25 4082933 4579841 77718 84399 96485 150213 86734 0 260937 234612 X 918141 1376161 365238 427226 2538617 2541842 3821996 4345229 4082933 4579841 348407 174826 0 X 0 1 X 1 0 X 1527272 502545 1806276 2685179 1772882 8294154 1527272 502545 1806276 2685179 1772882 8294154 474512 7819642 46119 36563 24296 26608 30037 163623 8457777 1135229 0.92460 0.87400 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2563901 3543 191226 6539 14142 2737989 1595533 1003916 -18105 6518 10925 2563901 1333149 110972 167232 6943 8877 1595533 1101854 32057 209204 2200 7766 1333149 1332724 252950 -475393 8427 1101854 0.00000 0.92720 0.07280 0 0 4800 4800 0 0 X DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: ENDOWMENT FUNDS ARE RESTRICTED FOR USE IN ACCORDANCE WITH THE RESTRICTIONS IMPOSED BY THE DONORS DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: THE FOUNDATION AND ITS AFFILIATE ACCOUNT FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN THE COMBINED FINANCIAL STATEMENTS USING A RECOGNITION THRESHOLD OF MORE LIKELY THAN NOT AS TO WHETHER THE UNCERTAINTY WILL BE SUSTAINED UPON EXAMINATION BY THE APPROPRIATE TAXING AUTHORITY. MEASUREMENT OF THE TAX UNCERTAINTY OCCURS IF THE RECOGNITION THRESHOLD HAS BEEN MET. MANAGEMENT DETERMINED THERE WERE NO TAX UNCERTAINTIES THAT MET THE RECOGNITION THRESHOLD. THE FOUNDATION AND ITS AFFILIATE'S FEDERAL EXEMPT ORGANIZATION RETURNS ARE NO LONGER SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE FOR YEARS PRIOR TO 2009. GOLF AND TENNIS OUTING 208515 4235 204280 30050 27024 15211 GALA 100142 28117 72025 25515 33575 11678 15883 0 308657 32352 276305 55565 60599 11678 31094 158936 117369 36400 18200 1552 1 0.95000 36400 18200 1552 19752 16648 NJ 1 0 0 0 1.00000 MOLLY SHULMAN 10 LINK DRIVE ROCKLEIGH NJ 076472504 0 MOLLY SHULMAN 3572 COORDINATING RAFFLE AND OVERSEEING RAFFLE ACTIVITY X 0 1 JEWISH HOME ASSISTED LIVING 685 WESTWOOD AVENUE RIVERDALE NJ 07675 450501306 501(C)(3) 100000 SUPPORT THE RELATED ORGANIZATION IN ACCORDANCE WITH THE ORGANIZATION'S MISSION JEWISH HOME AT HOME 10 LINK DRIVE ROCKLEIGH NJ 07647 271101121 501(C)(3) 425000 SUPPORT THE RELATED ORGANIZATION IN ACCORDANCE WITH THE ORGANIZATION'S MISSION JEWISH HOME AT ROCKLEIGH 10 LINK DRIVE RIVERDALE NJ 07647 223466678 501(C)(3) 48000 SUPPORT THE RELATED ORGANIZATION IN ACCORDANCE WITH THE ORGANIZATION'S MISSION GRANT USED TO ALLOW PARTICIPANTS TO ATTEND THE ADULT DAY CARE CENTER. 22 11468 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THE ORGANIZATION DOES NOT MONITOR THE USE OF GRANT FUNDS BECAUSE THE GRANTS ARE GIVEN TO RELATED ORGANIZATIONS AND IT IS WITHIN THE MISSION OF THE ORGANIZATION TO SUPPORT VARIOUS PROGRAMS OF THE RELATED ORGANIZATIONS 0 0 0 0 0 0 0 0 0 CHARLES P BERKOWITZ 0 366970 0 0 0 0 0 0 0 47786 0 414756 0 0 MELANIE S COHEN 130178 0 0 0 0 0 0 0 24586 0 154764 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 WILSON KAPLEN AND MAGGIE KAPLEN ARE HUSBAND AND WIFE AND MEMBERS OF THE BOARD. HOWARD LIPPMAN AND WILLIAM LIPPMAN ARE FATHER AND SON AND ARE MEMBERS OF THE BOARD. IN ADDITION, CERTAIN BOARD MEMBERS OF THIS ORGANIZATION HAVE FAMILY RELATIONSHIPS WITH BOARD MEMBERS OF OTHER ORGANIZATIONS LISTED ON SCHEDULE R. FORM 990, PART VI, SECTION A, LINE 4 JEWISH HOME FAMILY IS THE SOLE MEMBER OF THE ORGANIZATION. JEWISH HOME FAMILY FINANCE AND INVESTMENT COMMITTEE HAS THE AUTHORITY TO OVERSEE THE FINANCES OF THE ORGANIZATION ONCE THE ORGANIZATION APPROVES AND FILES RESOLUTIONS. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS ONE MEMBER. FORM 990, PART VI, SECTION A, LINE 7B THE MEMBER HAS THE RIGHT TO APPROVE SIGNIFICANT DECISIONS OF THE GOVERNING BODY AND HAS THE RIGHT TO RECEIVE ANY EXCESS FUNDS. FORM 990, PART VI, SECTION B, LINE 11 A COPY OF THE FORM 990 IS MADE AVAILABLE TO THE GOVERNING BODY FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION DISTRIBUTES THE CONFLICT OF INTEREST FORMS ON AN ANNUAL BASIS AND REQUIRES ALL BOARD MEMBERS TO DISCLOSE ANY CONFLICTS OF INTEREST. IN ADDITION, THERE ARE BOARD DISCUSSIONS REGARDING CONFLICTS OF INTEREST AS NEEDED. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION OBTAINS SALARY SURVEYS AND A SALARY STUDY IS CONDUCTED FOR THE PURPOSES OF COMPARING THE SALARIES THE ORGANIZATION PAYS ITS KEY EMPLOYEES WITH THE SALARIES FROM THOSE POSITIONS OF OTHER SIMILIAR ORGANIZATIONS FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION'S FORM 990 IS MADE AVAILABLE UPON REQUEST FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S FINANCIAL STATEMENTS ARE REPORTED IN THE ORGANIZATION'S GALA DINNER JOURNAL AS WELL AS BEING POSTED ON DUN & BRADSTREET. FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, AND CONFLICT OF INTEREST POLICY ARE ALSO AVAILABLE UPON REQUEST. JEWISH HOME ASSISTED LIVING 685 WESTWOOD AVENUE RIVER VALE NJ 07675 450501306 PROVIDE ASSISTED LIVING TO THE ELDERLY NJ 501(C)(3) 9 0 JEWISH HOME AND REHABILITATION CENTER 10 LINK DR ROCKLEIGH NJ 076472504 221500528 PROVIDE NURSING CARE TO THE ELDERLY NJ 501(C)(3) 3 0 THE JEWISH HOME FAMILY 10 LINK DR ROCKLEIGH NJ 076472504 260493240 OVERSEE THE ACTIVITIES, FINANCIAL HEALTH, AND PERFORMANCE OF RELATED ORG NJ 501(C)(3) 11B, TYPE II 0 JEWISH HOME AT ROCKLEIGH 10 LINK DR ROCKLEIGH NJ 076472504 223466678 ENHANCE THE QUALITY OF LIFE OF OUR GROWING ELDERLY NJ 501(C)(3) 3 0 JEWISH HOME AT HOME 10 LINK DR RIVER VALE NJ 076472504 271101121 PROVIDE SERVICES TO THE ELDERLY OR ASSIST THEM IN THEIR HOME ENVIRONMENT NJ 501(C)(3) 7 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 1 1 0 0