THE MARTIN AND EDITH STEIN ASSISTED LIVING RESIDENCE INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- THE MARTIN AND EDITH STEIN ASSISTED LIVING RESIDENCE INC (EIN 22-3700189)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-06-28
- IRS object ID
- 201231809349300733
- Schema version
- 2011v1.2
- 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 | 2012-06-28T15:27:21-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WithumSmithBrown PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 SPRING STREET | AddressLine1 |
| City | NEW BRUNSWICK | City |
| State | NJ | State |
| ZIP Code | 08901 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223700189 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MARTIN AND EDITH STEIN ASSISTED | BusinessNameLine1 |
| Business Name Line2 | LIVING RESIDENCE INC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % ROBERT BARRY | InCareOfName |
| Name Control | MART | NameControl |
| Phone | 7328732000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 DEMOTT LANE | AddressLine1 |
| City | SOMERSET | City |
| State | NJ | State |
| ZIP Code | 08873 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT BARRY | Name |
| Title | CFO | Title |
| Date Signed | 2012-06-30 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Eric Strauss | Name |
| Phone | 7328281614 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | ANNA SIMMONS | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 DEMOTT LANE | AddressLine1 |
| City | SOMERSET | City |
| State | NJ | State |
| ZIP Code | 08873 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 5603527 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | N/A | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1999 | YearFormation |
| State Legal Domicile | NJ | StateLegalDomicile |
| Activity Or Mission Description | OPERATION OF AN ASSISTED LIVING FACILITY FOR THE ELDERLY. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 11 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 11 | NbrIndependentVotingMembers |
| Total Nbr Employees | 70 | TotalNbrEmployees |
| Total Nbr Volunteers | 40 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 5284734 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 5549922 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1248 | InvestmentIncomePriorYear |
| Investment Income Current Year | 4410 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 46806 | OtherRevenuePriorYear |
| Other Revenue Current Year | 49195 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 5332788 | TotalRevenuePriorYear |
| Total Revenue Current Year | 5603527 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 2239660 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 2300275 | 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 | 2581122 | OtherExpensePriorYear |
| Other Expenses Current Year | 2637445 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 4820782 | TotalExpensesPriorYear |
| Total Expenses Current Year | 4937720 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 512006 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 665807 | RevenuesLessExpensesCY |
| Total Assets BOY | 14952665 | TotalAssetsBOY |
| Total Assets EOY | 13790546 | TotalAssetsEOY |
| Total Liabilities BOY | 14087735 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 12259809 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 864930 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 1530737 | NetAssetsOrFundBalancesEOY |
| Mission Description | OPERATION OF AN ASSISTED LIVING FACILITY FOR THE ELDERLY. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 3912627 | Expense |
| Revenue | 5549922 | Revenue |
| Description | Operates assisted living facility for the care of the elderly | Description |
| Total Program Service Expense | 3912627 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | false | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | true | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 14 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 70 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 11 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 11 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | NJ | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | ROBERT BARRY | NamePerson |
| Telephone Number | 7328732000 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 DEMOTT LANE | AddressLine1 |
| City | SOMERSET | City |
| State | NJ | State |
| ZIP Code | 08873 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (14 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| STEVEN KAMINSKY | ||||||
| VICE PRESIDENT | 2.0 | X | X | 0 | 0 | 0 |
| SUSAN GREENSTEIN | ||||||
| SECRETARY | 2.0 | X | X | 0 | 0 | 0 |
| WILLIAM DAVIDSON | ||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | |
| STEVEN FUERST | ||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | |
| GAIL SHAPIRO-SCOTT | ||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | |
| GERALD STAFFIN | ||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | |
| ROY TANZMAN | ||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | |
| BERT WOLF | ||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | |
| DAVID WORMSER | ||||||
| PRESIDENT | 2.0 | X | X | 0 | 0 | 0 |
| IVAN GREENSTEIN | ||||||
| TRESURER | 2.0 | X | X | 0 | 0 | 0 |
| JEFFRIES SHEIN | ||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | |
| ANNA SIMMONS | ||||||
| EXECUTIVE DIRECTOR | 40.0 | X | 120264 | 0 | 14039 | |
| SUSAN HARRIS | ||||||
| CEO | 40.0 | X | 142230 | 0 | 15609 | |
| TAMMY MANNON | ||||||
| DIRECTOR OF NURSING | 40.0 | X | 102596 | 0 | 11277 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 365090 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 40925 | TotalOtherCompensation |
| Number Individuals GT100 K | 3 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Nutrition Management Services Compa | NamePerson |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Box 725 Kimberton Road | AddressLine1 |
| City | KIMBERTON | City |
| State | PA | State |
| ZIP Code | 19442 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | Food, facitility ops | DescriptionOfServices |
| Compensation | 954346 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| Total Contributions | 0 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ASSISTED LIVING FEES | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 5549922 | TotalRevenueColumn |
| Related Or Exempt Function Income | 5549922 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 5549922 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4410 | TotalRevenueColumn |
| Exclusion | $4,410 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| BARBER SHOP/LAUNDRY | 900099 | 37729 | 37729 |
| MISCELLANEOUS INCOME | 900099 | 11466 | 11466 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 49195 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5603527 | TotalRevenueColumn |
| Related Or Exempt Function Income | 5599117 | RelatedOrExemptFunctionIncome |
| Exclusion | $4,410 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 365090 | Total |
| Program Services | 295723 | ProgramServices |
| Management And General | 69367 | ManagementAndGeneral |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1488514 | Total |
| Program Services | 1205696 | ProgramServices |
| Management And General | 282818 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 256291 | Total |
| Program Services | 207596 | ProgramServices |
| Management And General | 48695 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 190380 | Total |
| Program Services | 154208 | ProgramServices |
| Management And General | 36172 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7541 | Total |
| Management And General | 7541 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 53100 | Total |
| Management And General | 53100 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 42064 | Total |
| Management And General | 42064 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 104759 | Total |
| Management And General | 104759 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 42758 | Total |
| Management And General | 42758 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23190 | Total |
| Management And General | 23190 | ManagementAndGeneral |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10179 | Total |
| Management And General | 10179 | ManagementAndGeneral |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9494 | Total |
| Management And General | 9494 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 217619 | Total |
| Management And General | 217619 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 517603 | Total |
| Program Services | 503410 | ProgramServices |
| Management And General | 14193 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 58316 | Total |
| Management And General | 58316 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| PATIENT FOOD | 928796 | 928796 | |
| OTHER | 143496 | 138668 | 4828 |
| SUPPLIES | 40079 | 40079 | |
| REPAIRS | 117654 | 117654 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 320797 | Total |
| Program Services | 320797 | ProgramServices |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4937720 | Total |
| Program Services | 3912627 | ProgramServices |
| Management And General | 1025093 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 634949 | BOY |
| EOY | 814952 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1092681 | BOY |
| EOY | 500000 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37866 | BOY |
| EOY | 14449 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 948269 | BOY |
| EOY | 243456 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 55621 | BOY |
| EOY | 103788 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 15033877 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 3869969 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11484186 | BOY |
| EOY | 11163908 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 699093 | BOY |
| EOY | 949993 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14952665 | BOY |
| EOY | 13790546 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 158037 | BOY |
| EOY | 167202 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5386 | BOY |
| EOY | 87874 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13595000 | BOY |
| EOY | 11630000 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 329312 | BOY |
| EOY | 374733 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14087735 | BOY |
| EOY | 12259809 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 864930 | BOY |
| EOY | 1530737 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 864930 | BOY |
| EOY | 1530737 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14952665 | BOY |
| EOY | 13790546 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 665807 | ReconcilationRevenueExpenses |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5100965 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4978028 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5162455 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5284734 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5549922 | CurrentTaxYear |
| Total | 26076104 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5100965 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4978028 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5162455 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5284734 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5549922 | CurrentTaxYear |
| Total | 26076104 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 26076104 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 41533 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 25103 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 20185 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1248 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4410 | CurrentTaxYear |
| Total | 92479 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 41533 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 25103 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 20185 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1248 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4410 | CurrentTaxYear |
| Total | 92479 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 54128 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 41938 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 47935 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 46806 | CurrentTaxYearMinus1Year |
| Current Tax Year | 49195 | CurrentTaxYear |
| Total | 240002 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5196626 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5045069 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5230575 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5332788 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5603527 | CurrentTaxYear |
| Total | 26408585 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.98741 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.98687 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00350 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.00392 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| Current Year Minus3 Years | CurrentYearMinus3Years |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 815402 | OtherCostOrOtherBasis |
| Book Value | 815402 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 12431773 | OtherCostOrOtherBasis |
| Depreciation | 2667651 | Depreciation |
| Book Value | 9764122 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Depreciation | 0 | Depreciation |
| Book Value | 0 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 805545 | OtherCostOrOtherBasis |
| Depreciation | 516595 | Depreciation |
| Book Value | 288950 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 981157 | OtherCostOrOtherBasis |
| Depreciation | 685723 | Depreciation |
| Book Value | 295434 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 11163908 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (4 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| DEFERRED FINANCING COSTS | 487802 |
| RESIDENTS' PERSONAL NEEDS | 4305 |
| OTHER DEPOSITS | 87873 |
| TENANT SECURITY DEPOSITS | 370013 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 949993 | TotalBookValueOtherAssets |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| SECURITY DEPOSITS | $370,013 |
| RESIDENT PATIENT NEEDS | $4,720 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 374733 | TotalOfAmounts |
| Total Revenue | 5603527 | TotalRevenue |
| Total Expenses | 4937720 | TotalExpenses |
| Excess Or Deficit For Year | 665807 | ExcessOrDeficitForYear |
| Excess Or Deficit Per FS | 665807 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 5603527 | TotRevenueEtcAuditedFinclStmt |
| Revenue Subtotal | 5603527 | RevenueSubtotal |
| Total Revenue Per Form990 | 5603527 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 4937720 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 4937720 | ExpensesSubtotal |
| Total Expenses Per Form990 | 4937720 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | FIN 48 FOOTNOTE | Identifier |
| Return Reference | PART X, LINE 2 | ReturnReference |
| Explanation | THE FACILITY IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS CLASSIFIED AS OTHER THAN A PRIVATE FOUNDATION. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN REFLECTED. THE FACILITY HAS NO UNRECOGNIZED TAX BENEFITS AT DECEMBER 31, 2011 AND 2010. THE FACILITY FILES TAX RETURNS IN THE U.S. FEDERAL JURISDICTION AND NEW JERSEY. THE FACILITY HAS NO OPEN TAX YEARS PRIOR TO DECEMBER 31, 2008. IN ADDITION, THE FACILITY HAS NO INCOME TAX RELATED PENALTIES OR INTEREST AT DECEMBER 31, 2011 AND 2010. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | SUSAN HARRIS | NamePerson |
| Base Compensation Filing Org | 142230 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Nontaxable Benefits Filing Org | 15609 | NontaxableBenefitsFilingOrg |
| Total Compensation Filing Org | 157839 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Compensation Determination Procedure | 990 Part VI, Section B, Line 15a & 15b | All staff increases are subject to a review and approval by the finance committee and full board. Such review and approval is contemporaneously substantiated in the board minutes. |
| Board Review of 990 | Part VI - Section B - Line 11B | Before the 990 is filed, the Board Members receive a draft for their review and discussion at a board meeting |
| Conflict of Interest Monitoring | 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 the returned documents and bring any conflicts to the Executive Committee for consideration. |
| Governing Documents Availibility | Part VI - Section C - Line 19 | The Organization makes governing documents, the conflict of interest policy and financial statements available to the public upon written request to the business address, listed on page 1 of Form 990. |
| GOVERNING BODY AND MANAGEMENT | PART VI SECTION A LINE 2 | IVAN GREENSTIEN, TREASURER, AND SUSAN GREENSTEIN, SECRETARY, ARE HUSBAND AND WIFE. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| Foundation of the Oscar & Ella Wilf | ||||||||||
| 350 Demott Lane | Somerset | NJ | 08873 | 222884959 | Grants | NJ | 501(C)3 | 7 | NA | false |
| Jewish Home and Health Care Center | ||||||||||
| 350 Demott Lane | Somerset | NJ | 08873 | 226083380 | Health Care | NJ | 501(C)3 | 9 | NA | false |
| Lena & David Wilentz Senior Residence | ||||||||||
| 350 Demott lane | Somerset | NJ | 08873 | 222289444 | Housing | NJ | 501(C)3 | 9 | NA | false |
| Martin & Edith Stein Hospice | ||||||||||
| 49 Veronica Avenue | Somerset | NJ | 08873 | 202277539 | Hospice | NJ | 501(C)3 | 9 | NA | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | true | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
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