FUND FOR THE AGED INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- FUND FOR THE AGED INC (EIN 13-3603516)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-12-12
- IRS object ID
- 201243479349300804
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-12-12T15:23:32-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 131517563 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOEB & TROPER LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 655 THIRD AVENUE 12TH FLOOR | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10017 | 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 | 133603516 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FUND FOR THE AGED INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | FUND | NameControl |
| Phone | 2128705000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 120 WEST 106TH STREET | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10025 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | AUDREY S WEINER | Name |
| Title | PRESIDENT AND CEO | Title |
| Phone | 2128705000 | Phone |
| Date Signed | 2012-11-30 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | FREDERICK H ROTHMAN | Name |
| PTIN | P01275277 | PTIN |
| Phone | 2128674000 | 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 | AUDREY S WEINER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 120 WEST 106TH STREET | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10025 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 107672310 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.JEWISHHOME.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1991 | YearFormation |
| State Legal Domicile | NY | StateLegalDomicile |
| Activity Or Mission Description | FUND FOR THE AGED, INC. WAS ESTABLISHED TO ENABLE EXCELLENCE IN THE PROVISION OF CARE FOR THE ELDERLY AND TO EMPOWER THE PROFESSIONALS WHO ARE PRIVILEGED TO WORK IN THIS FIELD. BY SOLICITING AND DISTRIBUTING CONTRIBUTIONS, WE ARE ABLE TO ENRICH THE ASSISTANCE MADE AVAILABLE TO ELDERS BY EDUCATION OF PROFESSIONALS ENGAGED IN GERIATRIC CARE AND THE CONDUCT OF RESEARCH FOR THE IMPROVEMENT OF CARE FOR THE ELDERS. THE FUND FOR THE AGED, INC. IS FUNDED PRIMARILY BY CONTRIBUTIONS FROM THE GENERAL PUBLIC AND FOUNDATIONS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 5 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 4 | NbrIndependentVotingMembers |
| Total Nbr Employees | 24 | TotalNbrEmployees |
| Total Nbr Volunteers | 12 | TotalNbrVolunteers |
| Total Gross UBI | -66136 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -66136 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 4568764 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 4051513 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 24685585 | InvestmentIncomePriorYear |
| Investment Income Current Year | -169881 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 29254349 | TotalRevenuePriorYear |
| Total Revenue Current Year | 3881632 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 2784726 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 5377391 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1427434 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1193215 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 194000 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 144000 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1834338 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1250277 | OtherExpensePriorYear |
| Other Expenses Current Year | 966165 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 5656437 | TotalExpensesPriorYear |
| Total Expenses Current Year | 7680771 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 23597912 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -3799139 | RevenuesLessExpensesCY |
| Total Assets BOY | 89060950 | TotalAssetsBOY |
| Total Assets EOY | 81171869 | TotalAssetsEOY |
| Total Liabilities BOY | 4641359 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 4525829 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 84419591 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 76646040 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | FUND FOR THE AGED, INC. WAS ESTABLISHED TO ENABLE EXCELLENCE IN THE PROVISION OF CARE FOR THE ELDERLY AND TO EMPOWER THE PROFESSIONALS WHO ARE PRIVILEGED TO WORK IN THIS FIELD. BY SOLICITING AND DISTRIBUTING CONTRIBUTIONS, WE ARE ABLE TO ENRICH THE ASSISTANCE MADE AVAILABLE TO ELDERS BY EDUCATION OF PROFESSIONALS ENGAGED IN GERIATRIC CARE AND THE CONDUCT OF RESEARCH FOR THE IMPROVEMENT OF CARE FOR THE ELDERS. THE FUND FOR THE AGED, INC. IS FUNDED PRIMARILY BY CONTRIBUTIONS FROM THE GENERAL PUBLIC AND FOUNDATIONS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 5377391 | Expense |
| Grants | 5377391 | Grants |
| Description | FUND FOR THE AGED, INC. PLACES EMPHASIS ON CREATING MEANINGFUL PHILANTHROPIC PARTNERSHIPS WITH INDIVIDUAL DONORS, FOUNDATIONS, CORPORATIONS, AND AGENCIES. NUMEROUS MAJOR GIFTS AND GRANTS ARE RECEIVED FOR A WIDE ARRAY OF PROGRAMS INCLUDING BUT NOT LIMITED TO THE GERIATRIC CAREER DEVELOPMENT PROGRAM, TELEMEDICINE, PALLIATIVE CARE, RESEARCH, VOLUNTEER SUPPORT, INTERGENERATIONAL YOUTH PROGRAMS, COMPUTER TRAINING FOR ELDERS, DINING ASSISTANCE, RELIGIOUS LIFE, AND JEWISH COMMUNITY OUTREACH AND PROGRAMMING. | Description |
| Total Program Service Expense | 5377391 | 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 | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | 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 | 1 | ProfessionalFundraising |
| Fundraising Activities | 1 | 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 | 1 | 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 | 8 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 24 | NumberOfEmployees |
| Employment Tax Returns Filed | 0 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| 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 | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| 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 | 5 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 4 | 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 | 1 | MembersOrStockholders |
| Election Of Board Members | 0 | 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 | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT S DAVIS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2128705973 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 120 WEST 106TH STREET | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10025 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (17 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| DAVID A JONES | ||||||||
| CHAIR | 3.00 | X | X | 0 | 0 | 0 | ||
| GENE D RESNICK MD | ||||||||
| VICE PRESIDENT | 1.50 | X | X | 0 | 0 | 0 | ||
| STANLEY H PANTOWICH | ||||||||
| SECRETARY | 1.50 | X | X | 0 | 0 | 0 | ||
| ALAN ALTSCHULER | ||||||||
| TREASURER | 1.00 | X | X | 0 | 0 | 0 | ||
| AUDREY S WEINER | ||||||||
| PRESIDENT/CEO | 0.20 | X | X | 3223 | 657183 | 64512 | ||
| THOMAS J GILMARTIN | ||||||||
| CHIEF ADMIN. OFFICER | 0.30 | 3084 | 558624 | 50022 | X | |||
| ROBERT S DAVIS | ||||||||
| VICE PRESIDENT OF FINANCE | 0.30 | 1642 | 267330 | 45823 | X | |||
| AUDREY WATHEN | ||||||||
| SENIOR VP HUMAN RESOURCES | 0.30 | 1321 | 215315 | 17433 | X | |||
| BRUCE NATHANSON | ||||||||
| SENIOR VP MARKETING | 11.00 | 48333 | 144997 | 28636 | X | |||
| NANCY STODDARD | ||||||||
| SENIOR DIRECTOR OF I.T. | 0.30 | 1256 | 204528 | 31164 | X | |||
| FIROUZEH NAIMA | ||||||||
| DIRECTOR OF FINANCE | 0.30 | 1075 | 175175 | 20939 | X | |||
| DALE COOPER | ||||||||
| ASSOCIATE GENERAL COUNSEL | 0.30 | 960 | 156370 | 21257 | X | |||
| ELIZABETH WEINGAST | ||||||||
| DIRECTOR OF CLINICAL EXCEL | 0.20 | 673 | 146427 | 35921 | X | |||
| ROBERT LANFRANCHI | ||||||||
| DIRECTOR OF IT TECH SERVIC | 0.30 | 917 | 149463 | 8625 | X | |||
| MARYANNE MORGAN | ||||||||
| DIRECTOR OF FINANCE | 0.30 | 880 | 143370 | 27981 | X | |||
| THOMAS MATHEW | ||||||||
| DIRECTOR OF FINANCE | 0.30 | 890 | 144970 | 24807 | X | |||
| CARA UNOWSKY | ||||||||
| DIRECTOR OF STRATEGIC PLANNING | 0.30 | 871 | 142028 | 18856 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 65125 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 3105780 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 395976 | 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 (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| THE BANK OF NEW YORK MELLON | |||||
| PO BOX 11214 | NEW YORK | NY | 102861214 | INVESTMENT MANAGEMENT | 322586 |
| COMMUNITY COUNSELLING SERVICE CO LL | |||||
| 461 FIFTH AVENUE 3RD FLOOR | NEW YORK | NY | 10017 | PROFESSIONAL FUND-RAISING SERVICE | 110000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
| Fundraising Events | 350026 | FundraisingEvents |
| Related Organizations | 5232 | RelatedOrganizations |
| Government Grants | 172689 | GovernmentGrants |
| All Other Contributions | 3523566 | AllOtherContributions |
| Noncash Contributions | 171217 | NoncashContributions |
| Total Contributions | 4051513 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 529930 | TotalRevenueColumn |
| Exclusion | $529,930 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 103090867 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 103790678 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -699811 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -699811 | TotalRevenueColumn |
| Unrelated Business Revenue | -66136 | UnrelatedBusinessRevenue |
| Exclusion | -$633,675 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 0 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 350026 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 0 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3881632 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | -66136 | UnrelatedBusinessRevenue |
| Exclusion | -$103,745 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5377391 | Total |
| Program Services | 5377391 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 67224 | Total |
| Management And General | 67224 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 879049 | Total |
| Fundraising | 879049 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 246942 | Total |
| Management And General | 4658 | ManagementAndGeneral |
| Fundraising | 242284 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 176043 | Total |
| Fundraising | 176043 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20612 | Total |
| Fundraising | 20612 | Fundraising |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 144000 | Total |
| Fundraising | 144000 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 322586 | Total |
| Management And General | 322586 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 130274 | Total |
| Fundraising | 130274 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 96553 | Total |
| Fundraising | 96553 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5725 | Total |
| Fundraising | 5725 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1517 | Total |
| Fundraising | 1517 | Fundraising |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | FundraisingFundraising | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| OTHER | 137836 | 137836 | |
| ADMINISTRATIVE OVERHEAD | 74574 | 74574 | |
| DUES | 445 | 445 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7680771 | Total |
| Program Services | 5377391 | ProgramServices |
| Management And General | 469042 | ManagementAndGeneral |
| Fundraising | 1834338 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 201863 | BOY |
| EOY | 365869 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1335904 | BOY |
| EOY | 2677422 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10826503 | BOY |
| EOY | 10679219 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 168604 | BOY |
| EOY | 33934 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 52123667 | BOY |
| EOY | 26799680 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23928359 | BOY |
| EOY | 40176620 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 476050 | BOY |
| EOY | 439125 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 89060950 | BOY |
| EOY | 81171869 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 307226 | BOY |
| EOY | 204900 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4334133 | BOY |
| EOY | 4320929 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4641359 | BOY |
| EOY | 4525829 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30373354 | BOY |
| EOY | 25234893 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 49499686 | BOY |
| EOY | 46721336 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4546551 | BOY |
| EOY | 4689811 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 84419591 | BOY |
| EOY | 76646040 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 89060950 | BOY |
| EOY | 81171869 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -3799139 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -3974412 | 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 Both | X | FinancialStatementBoth |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 11288394 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 11351661 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7538085 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4568764 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4051513 | CurrentTaxYear |
| Total | 38798417 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 11288394 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 11351661 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7538085 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4568764 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4051513 | CurrentTaxYear |
| Total | 38798417 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 4293519 | AmountsSubstContributorsTotal |
| Public Support Total170 | 34504898 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 605650 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 620016 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 588326 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 995887 | CurrentTaxYearMinus1Year |
| Current Tax Year | 529930 | CurrentTaxYear |
| Total | 3339809 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 42138226 | TotalSupport |
| Public Support Pertcentage170 | 0.81890 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.79790 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
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 | 4865302 | BeginningOfYearBalance |
| Contributions | 85903 | Contributions |
| Investment Earnings Or Losses | -216363 | InvestmentEarningsOrLosses |
| Other Expenditures | -17550 | OtherExpenditures |
| End Of Year Balance | 4752392 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4374848 | BeginningOfYearBalance |
| Contributions | 332006 | Contributions |
| Investment Earnings Or Losses | 250997 | InvestmentEarningsOrLosses |
| Other Expenditures | 92549 | OtherExpenditures |
| End Of Year Balance | 4865302 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3990403 | BeginningOfYearBalance |
| Contributions | 106376 | Contributions |
| Investment Earnings Or Losses | 278069 | InvestmentEarningsOrLosses |
| End Of Year Balance | 4374848 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2903260 | BeginningOfYearBalance |
| Contributions | 1452347 | Contributions |
| Investment Earnings Or Losses | -335204 | InvestmentEarningsOrLosses |
| Administrative Expenses | -30000 | AdministrativeExpenses |
| End Of Year Balance | 4050403 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (5 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| LIMITED PARTNERSHIPS AND LIMITED LIABILITY COMPANIES | 26463288 | F |
| ALTERNATIVE FUND OF FUNDS | 3705409 | F |
| ABSOLUTE RETURN FUNDS | 6436232 | F |
| PRIVATE EQUITY FUNDS | 1130375 | F |
| REAL ESTATE INVESTMENT TRUSTS | 2441316 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 40176620 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DUE TO RELATED ORGANIZATIONS | $4,091,665 |
| ANNUITY OBLIGATIONS | $109,460 |
| PENSION PAYABLE | $119,804 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 4320929 | TotalOfAmounts |
| Total Revenue | 3881632 | TotalRevenue |
| Total Expenses | 7680771 | TotalExpenses |
| Excess Or Deficit For Year | -3799139 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -4049847 | NetUnrealizedGLOnInvestments |
| Other | $75,435 | OtherAmount |
| Total Adjustments | -3974412 | TotalAdjustments |
| Excess Or Deficit Per FS | -7773551 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | -376187 | TotRevenueEtcAuditedFinclStmt |
| Other Revenues | -3935233 | OtherRevenues |
| Revenue Not Rptd F990 | -3935233 | RevenueNotRptdF990 |
| Revenue Subtotal | 3559046 | RevenueSubtotal |
| Investment Expenses Not Included | 322586 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 322586 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 3881632 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 7358185 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 7358185 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 322586 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 322586 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 7680771 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | ENDOWMENT FUND IS EXPENDABLE FOR THE FOLLOWING PURPOSES: A. RECREATION AND RESIDENT SERVICES B. HEALTH PROGRAMS C. MEDICAL EDUCATION AND RESEARCH |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE FUND FOR THE AGED, INC. HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PERIODS ENDING DECEMBER 31, 2008 AND SUBSEQUENT REMAIN SUBJECT TO EXAMINATION BY APPLICABLE TAXING AUTHORITIES. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | ADJUSTMENT TO PENSION LIABILITY -39,179. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 114,614. TOTAL TO SCHEDULE D, PART XI, LINE 8: 75,435. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | UNREALIZED LOSS ON INVESTMENTS -4,049,847. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 114,614. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Solicitation Of Govt Grants | X | SolicitationOfGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation (2 entries)
| Name Of IndividualNameOfIndividual | Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | ActivityActivity | Fundraiser Control Of FundsFundraiserControlOfFunds | Gross ReceiptsGrossReceipts | Amount Retained By ContractorAmountRetainedByContractor | Net To OrganizationNetToOrganization |
|---|---|---|---|---|---|---|---|---|---|
| NEAL MYERBERG | 2336 AHA MAKA WAY | HONOLULU | HI | 96821 | PLAN GIVING CONSULTANT | 0 | 0 | 24000 | -24000 |
| COMMUNITY COUNSELING SERVICE CO L | 461 FIFTH AVENUE 3RD FLOOR | NEW YORK | NY | 10017 | FUND RAISING CONSULTANT | 0 | 0 | 120000 | -120000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | 144000 | TotalRetainedByContractors |
| Total Net To Organization | -144000 | TotalNetToOrganization |
| Licensed States | NY | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | STAY AT HOME GALA EVENT | NameOfEvent1 |
| Gross Receipts Event1 | 344196 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 344196 | CharitableContributionsEvent1 |
| Name Of Event2 | TEA AND SYMPHONY | NameOfEvent2 |
| Gross Receipts Event2 | 5830 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 5830 | CharitableContributionsEvent2 |
| Gross Receipts Total | 350026 | GrossReceiptsTotal |
| Charitable Contributions Total | 350026 | CharitableContributionsTotal |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (6 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 LIFECARE MANHATTAN | |||||||
| 120 WEST 106TH STREET | NEW YORK | NY | 10025 | 131624033 | 501(C)(3) | 2422480 | GERIATRIC CARE |
| JEWISH HOME LIFECARE HARRY AND JEANETTE WEINBERG CAMPUS BRONX | |||||||
| 120 WEST 106TH STREET | NEW YORK | NY | 10025 | 237071900 | 501(C)(3) | 1720664 | GERIATRIC CARE |
| KITTAY HOUSE JEWISH HOME LIFECARE INC | |||||||
| 120 WEST 106TH STREET | NEW YORK | NY | 10025 | 134078893 | 501(C)(3) | 172754 | HOUSING PROGRAMS |
| JHL CORPORATE SERVICES INC | |||||||
| 120 WEST 106TH STREET | NEW YORK | NY | 10025 | 263385174 | 501(C)(3) | 533294 | MANAGEMENT SERVICES |
| JEWISH HOME LIFECARE SARAH NEUMAN CENTER WESTCHESTER | |||||||
| 845 PALMER AVE | MAMARONECK | NY | 10543 | 133620568 | 501(C)(3) | 528199 | GERIATRIC CARE |
| (no name) | |||||||
| HOUSING PROGRAMS | |||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 5 | 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: AS AN INTEGRAL PART OF THE JHHA SYSTEM, FUND FOR THE AGED, INC. PROVIDES RESOURCES TO THE CONSTITUENT SYSTEM ENTITIES THAT PROVIDE MULTIFACETED GERIATRIC SERVICES IN THE NEW YORK METROPOLITAN AREA. THE SERVICES PROVIDED BY THESE CONSTITUENT ENTITIES ARE SET FORTH IN AN ANNUAL REPORT THAT PROVIDES AN INTEGRATED OVERVIEW, AS WELL AS A DETAILED REPORT ON THE SPECIFIC SERVICES AND ACHIEVEMENTS OF EACH SUCH ENTITY. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Payments | X | IdemnificationGrossUpPayments |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | 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 | 1 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (13 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AUDREY S WEINER | |||||||||||||
| 2675 | 545409 | 537 | 109463 | 11 | 2311 | 248 | 50535 | 67 | 13662 | 3538 | 721380 | 0 | 0 |
| THOMAS J GILMARTIN | |||||||||||||
| 2485 | 450138 | 233 | 42267 | 366 | 66219 | 98 | 17665 | 177 | 32082 | 3359 | 608371 | 0 | 0 |
| ROBERT S DAVIS | |||||||||||||
| 1608 | 261914 | 31 | 4969 | 3 | 447 | 108 | 17655 | 171 | 27889 | 1921 | 312874 | 0 | 0 |
| AUDREY WATHEN | |||||||||||||
| 1254 | 204310 | 50 | 8182 | 17 | 2823 | 73 | 11843 | 34 | 5483 | 1428 | 232641 | 0 | 0 |
| BRUCE NATHANSON | |||||||||||||
| 45987 | 137960 | 1875 | 5625 | 471 | 1412 | 471 | 10417 | 4437 | 13311 | 53241 | 168725 | 0 | 0 |
| NANCY STODDARD | |||||||||||||
| 1156 | 188338 | 92 | 14908 | 8 | 1282 | 86 | 14006 | 104 | 16968 | 1446 | 235502 | 0 | 0 |
| FIROUZEH NAIMA | |||||||||||||
| 1056 | 172004 | 15 | 2485 | 4 | 686 | 77 | 12621 | 50 | 8191 | 1202 | 195987 | 0 | 0 |
| DALE COOPER | |||||||||||||
| 952 | 155088 | 0 | 0 | 8 | 1282 | 61 | 10002 | 68 | 11126 | 1089 | 177498 | 0 | 0 |
| ELIZABETH WEINGAST | |||||||||||||
| 648 | 141002 | 23 | 4977 | 2 | 448 | 43 | 9318 | 122 | 26438 | 838 | 182183 | 0 | 0 |
| ROBERT LANFRANCHI | |||||||||||||
| 915 | 149084 | 0 | 0 | 2 | 379 | 53 | 8572 | 0 | 0 | 970 | 158035 | 0 | 0 |
| MARYANNE MORGAN | |||||||||||||
| 877 | 142923 | 0 | 0 | 3 | 447 | 66 | 10716 | 105 | 17094 | 1051 | 171180 | 0 | 0 |
| THOMAS MATHEW | |||||||||||||
| 878 | 143002 | 0 | 0 | 12 | 1968 | 52 | 8467 | 99 | 16189 | 1041 | 169626 | 0 | 0 |
| CARA UNOWSKY | |||||||||||||
| 789 | 128455 | 82 | 13418 | 0 | 155 | 47 | 7671 | 68 | 11070 | 986 | 160769 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| PART I, LINE 1A | 1) TAX INDEMNIFICATION 2) THOMAS GILMARTIN 3) THE AMOUNTS WERE TREATED AS TAXABLE COMPENSATION |
| PART I, LINE 4B | AUDREY S. WEINER PARTICIPATED IN A SUPPLEMENTAL NONQUALIFED RETIREMENT PLAN: $33,020 |
| PART I, LINE 7 | THE BONUS IS BASED UPON PRESIDENT AND CEO AND CHIEF ADMINISTRATIVE OFFICER ACHIEVING GOALS SET AT THE BEGINNING OF THE YEAR. THE BONUS IS RECOMMENDED AND APPROVED BY THE COMPENSATION COMMITTEE AND THE CHAIR OF THE BOARD OF DIRECTORS OF JEWISH HOME LIFECARE. |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 6 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 171217 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | SALE PRICE OF STOCKS | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | METHOD FOR DETERMINING NUMBER OF CONTRIBUTORS: | Identifier |
| Return Reference | PART I, COLUMN (B): | ReturnReference |
| Explanation | THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTORS. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE ORGANIZATION HAS A SOLE MEMBER. | |
| FORM 990, PART VI, SECTION B, LINE 11 | DRAFT OF THE COMPLETED RETURN IS REVIEWED BY MANAGEMENT. ANY COMMENTS ARISING FROM THE REVIEW ARE DISCUSSED AND IF REQUIRED, CHANGES ARE MADE TO THE DRAFT. THE DRAFT IS SUBMITTED TO THE AUDIT COMMITTEE OF JEWISH HOME LIFECARE AND SUBSIDIARIES FOR ITS REVIEW AND APPROVAL. ONCE THE AUDIT COMMITTEE HAS COMPLETED ITS REVIEW COPIES OF THE RETURNS ARE PROVIDED TO ALL BOARD MEMBERS. | |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUALLY ALL BOARD MEMBERS, OFFICERS, AND KEY EMPLOYEES ARE PROVIDED A COPY OF THE CONFLICT OF INTEREST POLICY AND ARE ASKED TO REVIEW THE POLICY AND TO DISCLOSE ANY POTENTIAL OR ACTUAL CONFLICTS THAT MAY HAVE OCCURRED SINCE THE LAST DISCLOSURE. THE AUDIT COMMITTEE OF THE BOARD REVIEWS THE DISCLOSURES AS SUMMARIZED BY THE COMPLIANCE DEPARTMENT. ALL IDENTIFIED CONFLICTS OF INTEREST ARE DISCUSSED AND EITHER APPROVED OR REJECTED BY THE BOARD. IF THE BOARD OF TRUSTEES OR THE GOVERNANCE COMMITTEE DETERMINES THAT A CONFLICT OF INTEREST EXISTS, THE TRUSTEE WITH THE CONFLICT MAY NOT TAKE PART IN THE DECISION PROCESS TO WHICH THE CONFLICT RELATES. SUCH DISCLOSURE AND THE FACT THAT THE TRUSTEE DID NOT VOTE OR PARTICIPATE IN THE DELIBERATIONS SHALL BE RECORDED IN THE RELEVANT MINUTES. | |
| FORM 990, PART VI, SECTION B, LINE 15 | ANNUALLY, THE CHAIRMAN OF THE BOARD, IN CONSULTATION WITH THE COMPENSATION COMMITTEE, REVIEWS AND EVALUATES THE PRESIDENT/CEO, OFFICERS AND KEY EMPLOYEES' PERFORMANCE AGAINST A SERIES OF GOALS AND OBJECTIVES FOR THE YEAR. IN ESTABLISHING COMPENSATION LEVELS FOR THE CEO/PRESIDENT, OFFICERS AND KEY EMPLOYEES, THE BOARD CHAIR AND THE COMPENSATION COMMITTEE OF THE BOARD USE PERFORMANCE AND PERIODIC COMPENSATION SURVEYS OF OTHER SIMILAR TYPE ORGANIZATIONS, COMPLETED BY AN EXTERNAL CONSULTANT, TO INFORM THEIR DECISIONS. MINUTES OF THE MEETING ARE MAINTAINED IN A CONFIDENTIAL FILE. THE MEETING OF THE COMPENSATION COMMITTEE AT WHICH THIS TOOK PLACE WAS ON NOVEMBER 17, 2011. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -4,049,847. ADJUSTMENT TO PENSION LIABILITY -39,179. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 114,614. TOTAL TO FORM 990, PART XI, LINE 5: -3,974,412. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 2C | THE AUDIT COMMITTEE OF THE ORGANIZATION HAS THE OVERSIGHT RESPONSIBILITY FOR THE AUDIT OF ITS FINANCIAL STATEMENTS. AS PART OF THE FINANCIAL STATEMENT AUDIT PROCESS, THE AUDIT COMMITTEE IS RESPONSIBLE TO: 1. SELECT THE INDEPENDENT AUDIT FIRM 2. REVIEW AND APPROVE AUDIT SCOPE AND FEES 3. OVERSEE THE FINANCIAL REPORTING PROCESS 4. ENSURE OPEN COMMUNICATIONS BETWEEN MANAGEMENT, AUDIT FIRM AND AUDIT COMMITTEE 5. REVIEW OF INDEPENDENT AUDIT FIRM'S ANNUAL PERFORMANCE | AUDIT REVIEW |
| FORM 990, PART VII, LINE 1A | AUDREY S. WEINER: 47.8 THOMAS J. GILMARTIN: 50.7 ROBERT S. DAVIS: 47.7 AUDREY WATHEN: 45.7 BRUCE NATHANSON: 32 NANCY STODDARD: 46.7 FIROUZEH NAIMA: 40.7 DALE COOPER: 40.7 ELIZABETH WEINGAST: 42.8 ROBERT LANFRANCI: 45.7 CARA UNOWSKY: 37.2 THOMAS MATHEW: 37.2 MARYANNE MORGAN: 37.2 | ALLOCATION OF HOURS TO RELATED ORGANIZATIONS |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FUND FOR THE AGED HOLDING LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 120 WEST 106TH STREET | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10025 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | OWNS PROPERTY OF TWO DELAWARE LLC'S | PrimaryActivities |
| Legal Domicile State | NY | LegalDomicileState |
| Total Income | 0 | TotalIncome |
| EOY Assets | 0 | EOYAssets |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
Form990 Schedule R Part II Form990ScheduleRPartII (18 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 | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JEWISH HOME LIFECARE | |||||||||||
| 120 WEST 106TH STREET | NEW YORK | NY | 10025 | 133267073 | PROVIDES CARE FOR THE ELDERLY | NY | 501(C)(3) | 11, TYPE II | N/A | 0 | |
| JEWISH HOME LIFECARE HARRY AND JEANETTE WEINBERG CAMPUS BRONX | |||||||||||
| 120 WEST 106TH STREET | NEW YORK | NY | 10025 | 237071900 | PROVIDES CARE FOR THE ELDERLY | NY | 501(C)(3) | 9 | 0 | JEWISH HOME LIFECARE | |
| JEWISH HOME LIFECARESARAH NEUMAN CENTER WESTCHESTER | |||||||||||
| 845 PALMER AVENUE | MAMARONECK | NY | 10543 | 133620568 | PROVIDES CARE FOR THE ELDERLY | NY | 501(C)(3) | 9 | 0 | JEWISH HOME LIFECARE | |
| JEWISH HOME LIFECARE MANHATTAN | |||||||||||
| 120 WEST 106TH STREET | NEW YORK | NY | 10025 | 131624033 | PROVIDES CARE FOR THE ELDERLY | NY | 501(C)(3) | 3 | 0 | JEWISH HOME LIFECARE | |
| KITTAY HOUSE JEWISH HOME LIFECARE INC | |||||||||||
| 100 WEST KINGSBRIDGE ROAD | BRONX | NY | 10468 | 132619576 | PROVIDES HOUSING TO THE ELDERLY | NY | 501(C)(3) | 9 | 0 | JEWISH HOME LIFECARE HARRY AND JEANETTE WEINBERG CAMPUS BRONX | |
| WK DIAGNOSTIC AND TREATMENT CENTER | |||||||||||
| 100 WEST KINGSBRIDGE ROAD | BRONX | NY | 10468 | 133527664 | PROVIDES HEALTHCARE SERVICES | NY | 501(C)(3) | PF | 0 | JEWISH HOME LIFECARE HARRY AND JEANETTE WEINBERG CAMPUS BRONX | |
| JEWISH HOME LIFECARE RECEIVERSHIP CORP | |||||||||||
| 120 WEST 106TH STREET | NEW YORK | NY | 10025 | 133500285 | MANAGES HOUSING ORGANIZATIONS | NY | 501(C)(3) | 11, TYPE I | 0 | JEWISH HOME LIFECARE | |
| LIFECARE PROPERTY HOLDING CORP | |||||||||||
| 120 WEST 106TH STREET | NEW YORK | NY | 10025 | 205945618 | OWNS PROPERTY | NY | 501(C)(2) | N/A | 0 | JEWISH HOME LIFECARE | |
| HARRY AND JEANETTE WEINBERG RIVERDALE HOUSE HOUSING DEVELOPMENT FUND CO IN | |||||||||||
| 120 WEST 106TH STREET | NEW YORK | NY | 10025 | 133865179 | PROVIDES SUBSIDIZED HOUSING FOR THE ELDERLY | NY | 501(C)(3) | 9 | 0 | JEWISH HOME LIFECARE HARRY AND JEANETTE WEINBERG CAMPUS BRONX | |
| KENNETH GLADSTONE BUILDING HOUSING DEVELOPMENT FUND COMPANY INC | |||||||||||
| 120 WEST 106TH STREET | NEW YORK | NY | 10025 | 134078893 | PROVIDES SUBSIDIZED HOUSING FOR THE ELDERLY | NY | 501(C)(3) | 9 | 0 | JEWISH HOME LIFECARE HARRY AND JEANETTE WEINBERG CAMPUS BRONX | |
| HARRY AND JEANETTE WEINBERG GARDENS HOUSING DEVELOPMENT FUND COMPANY INC | |||||||||||
| 120 WEST 106TH STREET | NEW YORK | NY | 10468 | 204981328 | PROVIDES SUBSIDIZED HOUSING FOR THE ELDERLY | NY | 501(C)(3) | 7 | 0 | JEWISH HOME LIFECARE HARRY AND JEANETTE WEINBERG CAMPUS BRONX | |
| JHL CORPORATE SERVICES INC | |||||||||||
| 120 WEST 106TH STREET | NEW YORK | NY | 10025 | 263385174 | MANAGEMENT SERVICES | DE | 501(C)(3) | 11, TYPE I | 0 | JEWISH HOME LIFECARE | |
| LIFECARE MANHATTAN PROPERTY HOLDING CORP | |||||||||||
| 120 WEST 106TH STREET | NEW YORK | NY | 10025 | 263070863 | OWNS PROPERTY | DE | 501(C)(3) | 11, TYPE I | 0 | JEWISH HOME LIFECARE | |
| JEWISH HOME LIFECARE COMMUNITY SERVICES | |||||||||||
| 120 WEST 106TH STREET | NEW YORK | NY | 10025 | 270158524 | PROVIDES COMMUNITY SERVICES | NY | 501(C)(3) | 9 | 0 | JEWISH HOME LIFECARE | |
| JEWISH HOME LIFECARE DEVELOPMENT CORP | |||||||||||
| 120 WEST 106TH STREET | NEW YORK | NY | 10025 | 262054641 | OWNS PROPERTY | NY | 501(C)(3) | 11, TYPE I | 0 | JEWISH HOME LIFECARE | |
| LIFECARE MANHATTAN SUPPORTING CORP | |||||||||||
| 120 WEST 106TH STREET | NEW YORK | NY | 10025 | 262634853 | OWNS PROPERTY | DE | 501(C)(3) | 11, TYPE I | 0 | JEWISH HOME LIFECARE | |
| 156 WEST 106TH STREET HOLDING CORP | |||||||||||
| 120 WEST 106TH STREET | NEW YORK | NY | 10025 | 270308650 | OWNS PROPERTY | NY | 501(C)(2) | N/A | 0 | JEWISH HOME LIFECARE | |
| JEWISH HOME LIFECARE UNIVERSITY AVENUE ASSISTED LIVING INC | |||||||||||
| 120 WEST 106TH STREET | NEW YORK | NY | 10025 | 273960910 | CONSTRUCTION AND OPERATION OF THE ASSISTED LIVING FACILITY | DE | 501(C)(3) | 9 | 0 | JEWISH HOME LIFECARE HARRY AND JEANETTE WEINBERG CAMPUS BRONX | |
Form990 Schedule R Part IV Form990ScheduleRPartIV (5 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Direct Controlling Entity NADirectControllingEntityNA | Type Of EntityTypeOfEntity |
|---|---|---|---|---|---|---|---|---|
| 2614 KINGSBRIDGE CORP | ||||||||
| 120 WEST 106 STREET | NEW YORK | NY | 10025 | 132749776 | PROVIDES PARKING GARAGE | NY | N/A | C |
| JEWISH HOME LIFECARE HOME ASSISTANCE PERSONNEL INC | ||||||||
| 120 WEST 106 STREET | NEW YORK | NY | 10025 | 133267068 | PROVIDES LONG TERM HOME HEALTH CARE | NY | N/A | C |
| JHH MEDICAL GROUP PC | ||||||||
| 120 WEST 106 STREET | NEW YORK | NY | 10025 | 133364558 | PROVIDES HEALTH CARE SERVICES | NY | N/A | C |
| 102 W 107TH STREET CORP | ||||||||
| 120 WEST 106 STREET | NEW YORK | NY | 10025 | 132760057 | PROVIDES PARKING GARAGE | NY | N/A | C |
| JEWISH HOME LIFECARE SPECTRUM SERVICES INC | ||||||||
| 120 WEST 106 STREET | NEW YORK | NY | 10025 | 453563804 | HOLDING COMPANY FOR FOR-PROFIT AFFILIATES | NY | N/A | C |
| 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 | 1 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | 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 | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
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