2012-05-15T15:46:00-05:00 2011-06-30 WIPFLI LLP 10000 INNOVATION DRIVE SUITE 250 MILWAUKEE WI 532264837 990 2010-07-01 391555857 JEWISH HOME AND CARE CENTER FOUNDATION JEWI 4142762727 1414 NORTH PROSPECT AVENUE MILWAUKEE WI 53202 GAIL BOEREMA 4142762727 2012-05-15 1 JAY ADKISSON 4144319300 2012-05-11 2010 2016-02-24 21:20:13Z GAIL BOEREMA 1414 NORTH PROSPECT AVENUE MILWAUKEE WI 53202 31220403 0 X JEWISHSENIORLIVING.ORG X 1986 WI THE FOUNDATION WAS ORGANIZED TO RAISE FUNDS TO SUPPORT JEWISH HOME AND CARE CENTER, INC., PROSPECT CONGREGATE HOUSING, INC., AND MEQUON JEWISH CAMPUS, INC. 20 20 0 170 0 0 2029286 726847 0 0 3373757 3351498 3193 5196 5406236 4083541 807955 1306381 0 0 0 0 0 0 183996 394613 472327 1202568 1778708 4203668 2304833 122025402 143829336 41061 70887 121984341 143758449 THE FOUNDATION WAS ORGANIZED TO RAISE FUNDS TO SUPPORT JEWISH HOME AND CARE CENTER, INC., PROSPECT CONGREGATE HOUSING, INC., AND MEQUON JEWISH CAMPUS, INC. 0 0 1306381 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. 1306381 1 1 0 0 0 0 0 0 1 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 20 20 0 0 0 0 0 1 0 1 1 0 0 0 1 1 0 0 1 1 0 0 WI X GAIL BOEREMA 4142778815 1414 NORTH PROSPECT AVENUE MILWAUKEE WI 53202 EUGENE BASS 1.00 X 0 0 0 ROBERTA CARAWAY 1.00 X 0 0 0 DORIS CHORTEK 1.00 X 0 0 0 DAN CHUDNOW 1.00 X 0 0 0 WILLIAM ELLIOT 1.00 X 0 0 0 JOSHUA GIMBEL 1.00 X 0 0 0 LEONARD GOLDSTEIN 1.00 X 0 0 0 DONALD GRANDE 1.00 X 0 0 0 RUTH IRVINGS 1.00 X 0 0 0 PHIL HAMMELFARB 1.00 X 0 0 0 BILL KOMISAR 1.00 X X 0 0 0 ROBERT MILLER 1.00 X 0 0 0 ARLEEN PELTZ 1.00 X 0 0 0 LEWIS PERLSON 1.00 X 0 0 0 RICK RAKITA 1.00 X X 0 0 0 MIKE SATTELL 1.00 X 0 0 0 ARLENE SPANIER 1.00 X 0 0 0 RICHARD STRAIT 1.00 X 0 0 0 SHELLY HART 1.00 X 0 0 0 DAVID WEBER 1.00 X 0 0 0 NITA CORRE 50.00 X 0 149999 1149 0 149999 1149 0 0 1 0 0 726847 726847 2837128 2837128 27651232 27136862 514370 514370 514370 OTHER MISCELLANEOUS RE 623990 5196 5196 5196 4083541 0 0 3356694 1306381 1306381 183996 183996 9398 9398 907 907 8250 8250 962 962 15000 15000 INVESTMENT AND CUSTODIA 248240 248240 REAL ESTATE TAX 2870 2870 OTHER OFFICE EXPENSES 2665 2665 MISCELLANEOUS EXPENSES 39 39 1778708 1306381 288331 183996 90700 187311 1520766 1303889 1893770 1524274 13591133 14001644 437 419 95305 95305 95305 104202154 125479674 631137 1236820 122025402 143829336 41061 70887 41061 70887 X 112347743 132991863 9286598 10766586 350000 0 121984341 143758449 122025402 143829336 X 2304833 19469275 X 0 1 1 X 0 X X 0 0 0 JEWISH HOME AND CARE CENTER 390813421 9 1 1 1 1240141 PROSPECT CONGREGATE HOUSING INC 391631640 9 1 1 1 66240 MEQUON JEWISH CAMPUS 481269083 9 1 0 1 0 3 1306381 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 350000 350000 350000 350000 350000 0.00000 0 0 95305 95305 95305 US GOV'T BACKED SECURITIES 2653270 F CORPORATE OBLIGATIONS 16867832 F STOCK MARKET FUNDS 75745197 F ISRAEL BONDS AND NOTES 3251230 F ALTERNATIVE INVESTMENTS 14745834 F BAIRD SHORT-TERM BOND FUND 12216311 F 125479674 4083541 1778708 2304833 19469275 19469275 21774108 23552816 19469275 19469275 4083541 0 4083541 1778708 0 1778708 0 1778708 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 2011 OR 2010. FEDERAL TAX RETURNS FOR THE YEARS 2007 AND BEYOND REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. 1 JEWISH HOME AND CARE CENTER INC 1414 NORTH PROSPECT AVENUE MILWAUKEE WI 53202 390813421 501(C)3 1240141 NURSING, THERAPY & RELIGIOUS ACTIVITIES FOR RESIDENTS. PROSPECT CONGREGATE HOUSING INC 1414 NORTH PROSPECT AVENUE MILWAUKEE WI 53202 391631640 501(C)3 66240 NURSING, THERAPY & RELIGIOUS ACTIVITIES FOR RESIDENTS. 2 0 0 0 0 0 0 0 0 0 NITA CORRE 0 149999 0 0 0 0 0 0 0 1149 0 151148 0 0 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. FORM 990, PART VI, SECTION B, LINE 15A HUMAN RESOURCES PERFORMS MARKET STUDIES ALONG WITH ANNUAL MERIT INCREASES. 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 19,469,275. PROSPECT CONGREGATE HOUSING INC 1400 N PROSPECT AVE MILWAUKEE WI 53202 391631640 SENIOR HOUSING WI 501(C)(3) LINE 9 N/A 0 JEWISH HOME AND CARE CENTER INC 1414 N PROSPECT AVE 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 0 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 0 0