2011-02-09T13:47:20-06:00 2010-06-30 WIPFLI LLP 10000 INNOVATION DRIVE SUITE 250 MILWAUKEE WI 532264837 990 2009-07-01 391555857 Jewish Home and Care Center Foundation JEWI 4142762727 1414 North Prospect Avenue Milwaukee WI 53202 gail Boerema 4142762727 2011-02-09 1 JAY ADKISSON 4144319300 2011-02-08 2009 2016-02-24 21:20:13Z Gail Boerema 1414 North Prospect Avenue Milwaukee WI 53202 5406236 0 X jewishseniorliving.org X 1986 WI THE FOUNDATION WAS ORGANIZED TO RAISE FUNDS TO SUPPORT JEWISH HOME AND CARE CENTER, INC., PROSPECT CONGREGATE HOUSING, INC., AND MEQUON JEWISH CAMPUS, INC. 19 19 0 0 0 0 7492071 2029286 0 1340618 3373757 1201 3193 8833890 5406236 1425735 807955 0 0 0 199236 362357 394613 1788092 1202568 7045798 4203668 108375458 122025402 31953 41061 108343505 121984341 The Foundation was organized to raise funds to support Jewish Home and Care Center, Inc., Prospect Congregate Housing, Inc., and Mequon Jewish Campus, Inc. 0 0 807955 The Jewish Home and Care Center Foundation, Inc. provides funding for program services at the Jewish Home and Care Center, Inc., Prospect Congregate Housing, Inc., and Mequon Jewish Campus, Inc., separate 501(c)3 organizations all providing services to seniors or infirmed to have a quality Jewish environment. 807955 1 1 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 19 19 0 0 0 0 0 1 0 1 1 0 0 0 1 1 0 0 1 1 0 0 WI X Gail Boerema 4142778815 1414 North Prospect Avenue Milwaukee WI 53202 X Eugene Bass 1.00 X 0 0 0 Roberta Caraway 1.00 X 0 0 0 Doris Chortek 1.00 X 0 0 0 Dan Chudnow 1.00 X 0 0 0 William Elliot 1.00 X 0 0 0 Leonard Goldstein 1.00 X 0 0 0 Donald Grande 1.00 X 0 0 0 Ruth Irvings 1.00 X 0 0 0 Phil Hammelfarb 1.00 X 0 0 0 Bill Komisar 1.00 X X 0 0 0 Arleen Peltz 1.00 X 0 0 0 Lewis Perlson 1.00 X 0 0 0 Rick Rakita 1.00 X X 0 0 0 Mike Sattell 1.00 X 0 0 0 Arlene Spanier 1.00 X 0 0 0 Richard Strait 1.00 X 0 0 0 Shelly Hart 1.00 X 0 0 0 David Weber 1.00 X 0 0 0 Adam Peck 1.00 X 0 0 0 Nita Corre 50.00 X X 0 154499 1149 0 154499 1149 0 0 1 0 0 2029286 2029286 2486294 2486294 887463 887463 887463 887463 Other miscellaneous re 623990 3193 3193 3193 5406236 0 0 3376950 807955 807955 12013 12013 678 678 9000 9000 2003 2003 8091 8091 Management Fees 199236 199236 Investment and Custodia 152200 152200 Real Estate Tax 8128 8128 Other office expenses 3013 3013 Miscellaneous Expenses 251 251 1202568 807955 195377 199236 36198 90700 5157550 1520766 2547824 1893770 10470094 13591133 426 437 95305 95305 95305 88205603 104202154 1862458 631137 108375458 122025402 31953 41061 31953 41061 X 100048658 112347743 7944847 9286598 350000 350000 108343505 121984341 108375458 122025402 X 0 1 1 X 0 X X 0 0 0 Jewish Home and Care Center 390813421 9 1 1 1 741715 Prospect Congregate Housing Inc 391631640 9 1 1 1 66240 Mequon Jewish Campus 481269083 9 1 0 1 0 3 807955 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 350000 350000 350000 350000 1.00000 0 0 95305 95305 95305 US Gov't Backed Securities 2675637 F Corporate Obligations 17253079 F Stock Market Funds 53422804 F Israel Bonds and Notes 4296765 F Alternative Investments 17077640 F Baird Short-Term Bond Fund 9476229 F 104202154 5406236 1202568 4203668 9437168 9437168 13640836 14843404 9437168 9437168 5406236 0 5406236 1202568 0 1202568 0 1202568 Part X: Description of Uncertain Tax Positions Under FIN 48: In order to account for any uncertain tax positions, the Foundation determines whether it is more likely than not that a tax position will be sustained upon examination on the technical merits of the position assuming the taxing authority has full knowledge of all information. If the tax position does not meet the more likely than not recognition threshold, the benefit of that position is not recognized in the financial statements. The Foundation recorded no assets or liabilities for uncertain tax positions in 2010 or 2009. Federal tax returns for the years ended June 30, 2009, 2008, and 2007, remain subject to examination by the Internal Revenue Service. 1 Jewish Home and Care Center Inc 1414 North Prospect Avenue Milwaukee WI 53202 390813421 501(c)3 741715 Nursing, therapy & religious activities for residents. Prospect Congregate Housing Inc 1414 North Prospect Avenue Milwaukee WI 53202 391631640 501(c)3 66240 Nursing, therapy & religious activities for residents. 2 0 0 0 0 0 0 0 0 0 Nita Corre 0 149999 0 0 0 4500 0 0 0 1149 0 155648 0 0 Form 990, Part VI, Section A, line 7a The Organization's directors are elected by the Boards of Directors of Jewish Home and Care Center, Prospect Congregate Housing, and Mequon Jewish Campus. Form 990, Part VI, Section B, line 11 The Form 990 is reviewed by the Chief Financial Officer prior to filing. Form 990, Part VI, Section B, line 15a Human resources performs market studies along with annual merit increases. Form 990, Part VI, Section C, line 19 The Organization's governing documents, conflict of interest policy, and financial statements are made available to the public for review upon specific request by a member of the public. Prospect Congregate Housing Inc 1400 N Prospect Ave Milwaukee WI 53202 391631640 Senior Housing WI 501(c)(3) Line 9 N/A Jewish Home and Care Center Inc 1414 N Prospect Ave Milwaukee WI 53202 390813421 Health Care WI 501(c)(3) Line 9 N/A Mequon Jewish Campus Inc 10995 N Market Street Mequon WI 53092 481269083 Health Care/Senior Housing WI 501(c)(3) Line 9 N/A 0 1 0 1 0 0 0 0 0 1 0 0 0 0 1 0 0 0