2012-04-16T09:53:18-05:00 2011-05-31 PLANTE & MORAN PLLC PO BOX 307 SOUTHFIELD MI 480370307 990 2010-06-01 382710545 JEWISH HOME SERVICES INC JEWI 2489674240 15000 WEST TEN MILE ROAD OAK PARK MI 48237 ROCHELLE UPFAL CEO 2489674240 2012-04-13 1 2483522500 2010 2016-02-24 21:20:13Z JEWISH SENIOR LIFE SERVICES ROCHELLE UPFAL 15000 WEST TEN MILE ROAD OAK PARK MI 48237 4869807 0 X WWW.JSLMI.ORG X 1986 MI SERVICES TO SUPPORT OLDER ADULTS IN THE METROPOLITAN DETROIT AREA. INCLUDES A DAY PROGRAM FOR MEMORY IMPAIRED CLEINTS AND IN-HOME SUPPORT SERVICES. 25 25 68 29 0 0 1622337 2208964 1559061 2660813 244 30 2152 0 3183794 4869807 0 0 0 0 1415670 2442804 0 0 0 2111828 2657850 3527498 5100654 -343704 -230847 1360010 1217075 741743 931332 618267 285743 X JEWISH SENIOR LIFE OF METROPOLITAN DETROIT IS DEDICATED TO ENHANCING THE QUALITY OF LIFE FOR OLDER ADULTS OF THE METROPOLITAN DETROIT JEWISH COMMUNITY THROUGH THE PROVISION OF PERSONALIZED HIGH QUALITY PROGRAMS AND SERVICES THAT SUPPORT THE AGING WITH DIGNITY AND CHOICE, TO MAXIMIZE INDEPENDENCE AND EMBRACE JEWISH VALUES. 0 0 3779876 2660813 SERVICES TO SUPPORT OLDER ADULTS IN THE METROPOLITAN DETROIT AREA, INCLUDING A DAY PROGRAM FOR MEMORY IMPAIRED CLIENTS AND IN-HOME SUPPORT SERVICES. 3779876 1 1 0 0 0 0 0 0 1 1 1 0 0 0 1 1 1 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 1 1 0 0 1 39 0 1 68 1 0 0 0 0 0 0 0 0 0 0 X 25 25 1 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MI X LORENE SUIDAN 2485925022 15000 W TEN MILE RD OAK PARK MI 48237 X NANCY SIEGEL HEINRICH 1.00 X X 0 0 0 MARK DAVIDOFF 1.00 X X 0 0 0 KAREN SOSNICK SCHOENBERG 1.00 X X 0 0 0 JEFFREY FLEISCHMAN 1.00 X X 0 0 0 LEO EISENBERG 1.00 X X 0 0 0 ELI A SCHERR 1.00 X X 0 0 0 FREDERICK BLECHMAN 1.00 X 0 0 0 DOUGLAS BLOOM 1.00 X 0 0 0 SANDY MUSKOVITZ DANTO 1.00 X 0 0 0 MICKEY EIZELMAN 1.00 X 0 0 0 CAROL WEINTRAUB FOGEN 1.00 X 0 0 0 NEIL GOROSH 1.00 X 0 0 0 SUSAN HOWARD 1.00 X 0 0 0 MARK HAUSER 1.00 X 0 0 0 JASON HIRSCH 1.00 X 0 0 0 MARK KOWALSKY 1.00 X 0 0 0 MATTHEW B LESTER 1.00 X 0 0 0 HANNAN LIS 1.00 X 0 0 0 LEA LUGER 1.00 X 0 0 0 BOB NAFTALY 1.00 X 0 0 0 BILL NEWMAN 1.00 X 0 0 0 LOWELL SALESIN 1.00 X 0 0 0 CINDY SCHWARTZ 1.00 X 0 0 0 HOWARD TAPPER 1.00 X 0 0 0 LAURENCE S TISDALE 1.00 X 0 0 0 SUSAN HAROLD 1.00 X 0 0 0 LEE HURWITZ 1.00 X 0 0 0 ROCHELLE UPFAL 3.80 X 0 99189 6618 LORENE SUIDAN 3.80 X 0 100409 20679 MARSHA GOLDSMITH KAMIN 4.00 X 0 200288 19954 RISA BRITTEN 3.80 X 0 153153 19864 ANDREA ROSNER-NAJER 5.00 X 0 87295 20083 CAROL ROSENBERG 10.00 X 0 139588 6079 0 779922 93277 0 1 1 0 MORRISON MANAGEMENT SPECIALISTS 5801 PEACHTREE DUNWOODY RD ATLANTA GA 30342 CAFETERIA/FOOD 2816468 G FISHER CONSTRUCTION COMPNAY 31313 NORTHWESTERN HWY SUITE 206 FARMINGTON HILLS MI 48334 CONSTRUCTION 1997017 ENNISKERRY MARKETING CORPORATION 12231 VOLPE DRIVE STERLING HEIGHTS MI 48512 MARKETING 171442 PARTNERS CONSULTING SERVICES INC 2855 MICHELLE DR 190 IRVINE CA 92606 INFORMATION TECHNOLOGY 131008 JEWISH FEDERATION APARTMENTS INC 15000 WEST TEN MILE RD OAK PARK MI 48237 MANAGEMENT SERVICES 108270 6 513568 1695396 2208964 RENT AND OTHER PROGRAM 623990 2660813 2660813 2660813 30 30 4869807 2660813 0 30 1991897 1598066 393831 450907 389470 61437 19921 19921 84349 84349 65136 65136 154085 154085 20167 20167 FOOD 1629913 1605007 24906 SUPPLIES EXPENSE 250620 250620 ADIMINISTRATION 238430 238430 REPAIRS 182148 182148 BAD DEBT 13081 13081 5100654 3779876 1320778 0 266545 91106 365852 593338 15453 78727 256052 154293 58575 101759 517585 352145 136000 1360010 1217075 483039 774630 205882 156702 52822 0 741743 931332 X 409515 87678 208752 198065 618267 285743 1360010 1217075 X -230847 -101677 X X 0 1 1 X 0 X 1696226 2208964 3905190 1559061 2660813 4219874 63459 63459 3318746 4869777 8188523 0 0 0 8188523 244 30 274 244 30 274 2152 2152 3321142 4869807 8190949 0.99970 0.99930 0.00000 0.00010 X SCHEDULE A, PART II, LINE 12, EXPLANATION OF OTHER INCOME: MISC. REVENUE RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 198064 218003 1 416068 184892 25700 12528 198064 1.00000 1 0 256052 154293 101759 101759 BENEFICIAL INTEREST IN ENDOWMENT FUNDS 218003 C INVESTMENTS HELD BY UNITED JEWISH FOUNDATION 134142 C 352145 4869807 5100654 -230847 34319 -135996 -101677 -332524 4904126 34319 34319 4869807 0 4869807 5100654 0 5100654 0 5100654 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE ORGANIZATION INTENDS TO USE ITS ENDOWMENT FUNDS TO ENHANCE THE QUALITY OF LIFE FOR OLDER ADULTS OF THE METROPOLITAN DETROIT JEWISH COMMUNITY. PART X, LINE 2: FIN 48 DISCLOSURE: ACCOUNTING FOR UNCERTAINTIES IN INCOME TAXES - ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS OR OTHER APPLICABLE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION AND HAS CONCLUDED THAT AS OF MAY 31, 2011, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. MANAGEMENT BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2011. 1 0 0 0 0 0 0 0 0 MARSHA GOLDSMITH KAMIN 0 200288 0 0 0 0 0 8012 0 11942 0 220242 0 0 RISA BRITTEN 0 153153 0 0 0 0 0 6126 0 13738 0 173017 0 0 CAROL ROSENBERG 0 139588 0 0 0 0 0 0 0 6079 0 145667 0 0 PART I, LINE 4A RISA BRITTEN - TO RECEIVE A TOTAL OF $38,538.54 SEVERANCE PAYMENT. ALL PAID IN 2010. MARSHA GOLDSMITH KAMIN - TO RECEIVE A TOTAL OF $207,000 SEVERANCE PAYMENT. PAYMENT COMMENCED FIRST PAYROLL DATE FOLLOWING 45 DAYS AFTER AUGUST 26, 2010. EQUAL PAYMENTS OVER ONE YEAR'S TIME. SUPPLEMENTAL INFORMATION PART III PART I, LINE 3 THE ORGANIZATION RELIED ON A RELATED ORGANIZATION THAT USED THE FOLLOWING METHODS TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S CEO/EXECUTIVE DIRECTOR: - COMPENSATION COMMITTEE - FORM 990 OF OTHER ORGANIZATIONS - COMPENSATION SURVEY OR STUDY - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE FORM 990, PART VI, SECTION A, LINE 2 NANCY SIGEL HEINRICH AND NATHAN UPFAL, BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERSHIP OF THIS ORGANIZATION CONSISTS OF ONE MEMBER, JEWISH SENIOR LIFE OF METROPOLITAN DETROIT. FORM 990, PART VI, SECTION A, LINE 7A A DIRECTOR OF THE CORPORATION MUST BE A DIRECTOR OF JEWISH SENIOR LIFE OF METROPOLITAN DETROIT, AND NO PERSON OTHER THEN A PERSON WHO IS THEN A DIRECTOR OF JEWISH SENIOR LIFE OF METROPOLITAN DETROIT MAY SERVE AS A DIRECTOR OF THIS ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11 THE BOARD OF DIRECTORS DELEGATED THE RESPONSIBILITY OF REVIEWING THE FORM 990 TO THE AUDIT COMMITTEE. THE AUDIT COMMITTEE REVIEWED THE RETURN WITH THE CHIEF EXECUTIVE OFFICER AND CHIEF FINANCIAL OFFICER. THE FORM 990 WAS PROVIDED TO EACH MEMBER OF THE BOARD OF DIRECTORS TO REVIEW BEFORE IT WAS FILED. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST STATEMENTS ARE COMPLETED AND SUBMITTED BY ALL OFFICERS AND BOARD MEMBERS ANNUALLY. ANY OFFICER OR BOARD MEMBER WITH A POTENTIAL OR ACTUAL CONFLICT OF INTEREST WOULD BE PROHIBITED FROM PARTICIPATING IN THE BOARD'S DELIBERATIONS AND DECISIONS RELATING TO THE PERTINENT TRANSACTIONS. THE CONFLICT OF INTEREST STATEMENTS ARE REVIEWED AND MAINTAINED IN THE OFFICE OF THE CHIEF FINANCIAL OFFICER. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION OF EACH EXECUTIVE IS REVIEWED ANNUALLY BY THE PERSONNEL COMMITTEE. THE COMMITTEE REVIEWS MULTIPLE COMPARATIVE COMPENSATION SURVEYS OF SIMILARLY SIZED NONPROFIT ORGANIZATIONS IN THE INDUSTRY TO DETERMINE COMPENSATION RECOMMENDATIONS TO MAKE TO THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS REVIEWS AND APPROVES COMPENSATION FOR EACH EXECUTIVE. THE COMPENSATION REVIEW PROCESS WAS LAST CONDUCTED IN NOVEMBER 2009. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VII THE FOLLOWING OFFICERS RECEIVED COMPENSATION FOR TIME SPENT WORKING ON RELATED ORGANZATIONS: -MARSHA GOLDSMITH-KAMIN 33.50 HOURS -ANDREA ROSEN-NAJAR 37.50 HOURS -RISA BRITTEN 33.75 HOURS -LORENE SUIDAN 33.75 HOURS -CAROL ROSENBERG 27.50 HOURS -ROCHELLE UPFAL 33.75 HOURS CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 34,319. PRIOR PERIOD ADJUSTMENTS: -135,996. TOTAL TO FORM 990, PART XI, LINE 5: -101,677. FORM 990, PART XII, LINE 2C THE AUDIT PROCESS HAS NOT CHANGED IN THE CURRENT YEAR. 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