2024-06-10T10:17:44-05:00 2021-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2021-01-01 222208648 JFH MANAGEMENT COMPANY INC JFHM 8566673100 1110 LAUREL OAK RD VOORHEES NJ 08043 DAVID THOMPSON CHIEF EXECUTIVE OFFICER 8566792211 2024-06-04 1 DAVID THOMPSON 999009999 KERRI N BOGDA CPA P00760402 7177404863 2024-06-03 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z X JFH MANAGEMENT SALTZMAN HOUSE AND CONGREGATE PROGRAMS DAVID THOMPSON 1110 LAUREL OAK ROAD VOORHEES NJ 08043 1080486 0 X WWW.JSHHS.ORG X 1978 NJ TO PROVIDE FOOD AND HOUSEKEEPING PROGRAMS FOR SENIOR CITIZENS. 22 22 9 22 0 0 19999 57902 1143348 1011440 364 75 48422 11069 1212133 1080486 0 0 0 0 358656 266946 0 0 0 1211193 1150576 1569849 1417522 -357716 -337036 2325188 3553706 4876554 6312261 -2551366 -2758555 TO PROVIDE FOOD AND HOUSEKEEPING PROGRAMS FOR SENIOR CITIZENS. 0 0 1271084 0 1011440 JFH MANAGEMENT IS A NOT-FOR-PROFIT AGENCY THAT IS COMMITTED TO PROVIDING THE BENEFITS OF QUALITY HOUSING AND COMPASSIONATE HEALTHCARE SERVICES TO SENIORS AND THEIR FAMILIES. SERVICES OFFERED INCLUDE FOOD, HOUSEKEEPING, AND ACTIVITY PROGRAMS TO DELAY THE "INSTITUTIONALIZATION" OF THE ELDERLY. JFH MANAGEMENT SERVES APPROXIMATELY 322 STUDIO AND ONE-BEDROOM APARTMENTS ACROSS THREE AFFORDABLE HOUSING BUILDINGS. ACTIVITY PROGRAMS INCLUDE, BUT ARE NOT LIMITED TO, MONTHLY PARTIES, OUTINGS TO VARIOUS LOCALES IN THE STATE OF NJ, AND OTHER ACTIVITIES INCLUSIVE TO ALL RESIDENTS OF THE BUILDINGS. 1271084 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 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 1 0 0 0 1 34 0 9 1 0 0 0 0 0 0 0 0 0 0 0 0 X 22 22 1 1 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 NJ X DAVID THOMPSON CFO 8566792211 1110 LAUREL OAK ROAD VOORHEES NJ 08043 BRIAN ZELL MD PRESIDENT 0.25 0.75 X X 0 0 0 MARK ADLER VICE PRESIDENT 0.25 0.75 X X 0 0 0 IAN D MEKLINSKY ESQ VICE PRESIDENT 0.25 0.75 X X 0 0 0 MARK R ROSEN ESQ VICE PRESIDENT 0.25 0.75 X X 0 0 0 MICHAEL FRANKEL TREASURER 0.25 0.75 X X 0 0 0 NAOMI SCHIMMER SECRETARY 0.25 0.75 X X 0 0 0 ALISON PLATT-TARNOPOL IMMEDIATE PAST PRESIDENT 0.25 0.75 X X 0 0 0 JD ABRAMS TRUSTEE 0.25 0.75 X 0 0 0 CARL H BAGELL CPA TRUSTEE 0.25 0.75 X 0 0 0 NANCY EPSTEIN TRUSTEE 0.25 0.75 X 0 0 0 JIM FEIGENBAUM TRUSTEE 0.25 0.75 X 0 0 0 LARRY GOTTLIEB TRUSTEE 0.25 0.75 X 0 0 0 LAURA GOTTLIEB TRUSTEE 0.25 0.75 X 0 0 0 MICHAEL GREENSPUN TRUSTEE 0.25 0.75 X 0 0 0 DAVID GUTIN ESQ TRUSTEE 0.25 0.75 X 0 0 0 SUSAN HERRON TRUSTEE 0.25 0.75 X 0 0 0 HEATHER KRAMER TRUSTEE 0.25 0.75 X 0 0 0 ANDREA ANDI LEVIN TRUSTEE 0.25 0.75 X 0 0 0 ARTHUR MILGRIM TRUSTEE 0.25 0.75 X 0 0 0 NANCY PERILSTEIN TRUSTEE 0.25 0.75 X 0 0 0 GLENN SLOVES TRUSTEE 0.25 0.75 X 0 0 0 LEORA WAICHE TRUSTEE 0.25 0.75 X 0 0 0 DAVID THOMPSON CHIEF EXECUTIVE OFFICER 1.00 39.00 X 0 270191 24555 MEREDITH BECKER CHIEF OPERATIONAL OFFICER 1.00 39.00 X 0 61654 771 0 331845 25326 0 0 1 0 0 57902 57902 RENTAL INCOME 532000 791538 791538 TENANT INCOME 812900 152510 152510 MANAGEMENT FEES 541610 67392 67392 1011440 75 75 LAUNDRY INCOME 812300 9659 9659 OTHER INCOME 900099 1410 1410 11069 1080486 1011440 0 11144 206122 206122 42525 42525 18299 18299 134784 134784 1354 1354 10300 10300 58903 58903 2533 2533 42561 42561 10780 10780 212830 212830 49 49 21 21 20251 20251 408000 408000 71280 71280 MAINTENANCE EXPENSE 106534 106534 FOOD EXPENSE 44709 44709 SOCIAL SERVICES 15539 15539 DUES & SUBSCRIPTIONS 6047 6047 4101 4101 1417522 1271084 146438 0 48800 7500 172958 1589317 44364 98799 14609 10072 11044581 9620428 1758869 1424153 60305 150125 150125 135463 213435 2325188 3553706 135127 1647364 11993 4351234 4198034 390193 454870 4876554 6312261 X 0 0 0 0 -2551366 -2758555 -2551366 -2758555 2325188 3553706 X -337036 129847 X 0 0 0 X 21469 4258 3155 19999 57902 106783 1305673 1262136 1282036 1143348 1011440 6004633 1327142 1266394 1285191 1163347 1069342 6111416 0 0 0 6111416 76 531 1263 364 75 2309 76 531 1263 364 75 2309 189321 149312 12048 48422 11069 410172 1516539 1416237 1298502 1212133 1080486 6523897 0.93680 0.93950 0.00040 0.00040 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: LAUNDRY REVENUE - 2017 AMOUNT: $ 9,257. 2018 AMOUNT: $ 13,281. 2019 AMOUNT: $ 10,381. 2020 AMOUNT: $ 9,392. 2021 AMOUNT: $ 9,659. OTHER INCOME - 2017 AMOUNT: $ 76,064. 2018 AMOUNT: $ 120,934. 2019 AMOUNT: $ 526. 2020 AMOUNT: $ 871. 2021 AMOUNT: $ 1,410. INSURANCE REFUNDS - 2017 AMOUNT: $ 36,000. PREPAID REV ADJUSTMENT - 2017 AMOUNT: $ 68,000. OVERPAYMENT OF INTEREST - 2018 AMOUNT: $ 15,097. BAD DEBT RECOVERY - 2019 AMOUNT: $ 1,141. FORGIVENESS OF INTERCOMPANY BALANCES - 2020 AMOUNT: $ 38,159. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 288099 288099 9895448 9554427 341021 861034 66001 795033 1424153 DUE FROM AFFILIATES 206829 TENANT DEPOSITS 6606 213435 DUE TO AFFILIATES 390260 SECURITY DEPOSITS 64610 454870 0 0 0 0 0 0 0 0 0 DAVID THOMPSON CHIEF EXECUTIVE OFFICER 0 236174 0 22400 0 11617 0 3152 0 21403 0 294746 0 0 PART I, LINE 3 SJF-CCRC USES A COMPENSATION COMMITTEE, FORM 990 TAX RETURNS FROM OTHER ORGANIZATIONS, COMPENSATION SURVEYS AND STUDIES, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. FORM 990, PART VI, SECTION A, LINE 2 LARRY AND LAURA GOTTLIEB HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 3 A RELATED TAX-EXEMPT PARTY PROVIDES MANAGEMENT AND OTHER SUPPORT SERVICES TO THE ORGANIZATION UNDER A MANAGEMENT AGREEMENT. FORM 990, PART VI, SECTION A, LINE 7A AN AFFILIATED COMPANY, JEWISH FEDERATION OF SOUTHERN NEW JERSEY, HAS THE RIGHT TO APPOINT TWO MEMBERS OF THE BOARD. FORM 990, PART VI, SECTION A, LINE 7B AN AFFILIATED COMPANY, JEWISH FEDERATION OF SOUTHERN NEW JERSEY, HAS THE RIGHT TO VOTE ON TWO MEMBERS OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE CFO WILL REVIEW THE 990 IN DETAIL. A COPY OF THE 990 WILL BE PROVIDED TO THE FINANCE COMMITTEE FOR REVIEW PRIOR TO FILING. A COPY WILL ALSO BE MADE AVAILABLE FOR THE FULL BOARD BEFORE FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C A CONFLICT OF INTEREST POLICY AND DISCLOSURE STATEMENT IS FURNISHED ANNUALLY TO EACH KEY INDIVIDUAL (WHICH INCLUDES ALL BOARD MEMBERS, OFFICERS, AND KEY EMPLOYEES) FOLLOWING THE ANNUAL MEETING. ANY NEW KEY INDIVIDUAL IS PROVIDED WITH A COPY OF THIS POLICY UPON COMMENCEMENT OF THEIR POSITION. KEY INDIVIDUALS ARE REQUIRED TO GIVE FULL DISCLOSURE, IN WRITING, OF ANY RELATIONSHIP OR INTEREST THAT MAY GIVE RISE TO A CONFLICT TO THE PRESIDENT OF THE BOARD AND TO THE CHAIRMAN OF ANY COMMITTEE ACTING ON THE CONTRACT OR TRANSACTION. STAFF MEMBERS SHALL DISCLOSE, IN WRITING, ANY POSSIBLE CONFLICT OF INTEREST FOR THEMSELVES OR THEIR FAMILY MEMBERS TO THE CHIEF FINANCIAL OFFICER. THE POLICY IS REVIEWED AND DISTRIBUTED TO THE BOARD ANNUALLY. IF THERE IS A SPECIFIC CONFLICT, BOARD MEMBERS RECUSE THEMSELVES FROM PARTICIPATING IN RELATED DISCUSSIONS OR VOTING. FORM 990, PART VI, SECTION B, LINE 15 THE INDIVIDUALS ARE COMPENSATED BY A RELATED ORGANIZATION, SJF-CCRC. THE CEO GOES THROUGH A COMMITTEE PROCESS FOR COMPENSATION REVIEW. COMPARATIVE INFORMATION IS PROVIDED TO ENABLE THE BOARD COMMITTEE TO MAKE AN ACCURATE SUGGESTION TO THE BOARD. OTHER EMPLOYEES ARE COMPENSATED BASED UPON AN INTERNAL REVIEW PROCESS. FAIR MARKET VALUE OF COMPENSATION WAS INITIALLY DETERMINED USING INDUSTRY SOURCES SUCH AS LEADINGAGE AND ASSOCIATION OF JEWISH AGING SERVICES (AJAS). THE COMPENSATION PROCESS IS DOCUMENTED IN THE MINUTES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: TRANSFER FROM/(TO) AFFILIATE 129,847. FORM 990 AMENDED RETURN: THIS FORM 990 IS BEING AMENDED DUE TO CHANGES IN THE FINANCIAL STATEMENTS THAT WERE ISSUED AFTER THE 990 FILING AS FOLLOWS: THE AMOUNTS BELOW SUMMARIZE THE CHANGES TO PART VIII: ORIGINAL RETURN ($) AMENDED RETURN ($) LINE 1 20,214 57,902 LINE 2 194,987 1,011,440 LINE 3 4 75 LINE 11 1,557 11,069 AMOUNTS ON PART IX, LINES 7 THROUGH 24 HAVE CHANGED SIGNIFICANTLY. THE TOTAL ON LINE 25 IS SUMMARIZED BELOW: ORIGINAL RETURN ($) AMENDED RETURN ($) LINE 25 (COL A) 268,593 1,417,522 LINE 25 (COL B) 257,361 1,271,084 LINE 25 (COL C) 11,232 146,438 AMOUNTS ON PART X, LINES 1 THROUGH 33 HAVE CHANGED SIGNIFICANTLY. THE TOTALS FOR ASSETS, LIABILITIES, AND NET ASSETS ARE SUMMARIZED BELOW: ORIGINAL RETURN ($) AMENDED RETURN ($) LINE 16 1,996,137 3,553,706 LINE 26 4,884,628 6,312,261 LINE 32 -2,888,491 -2,758,555 DUE TO THE CHANGES IN REVENUE AND EXPENSE AMOUNTS, FOLLOWING SCHEDULES HAVE BEEN AMENDED TO REFELCT THE CHANGES: - SCHEDULE A - SCHEDULE D JEWISH FEDERATION OF SOUTHERN NEW JERSEY 1301 SPRINGDALE ROAD CHERRY HILL NJ 08003 210634489 SOCIAL SERVICES & OTHER COMMUNITY SERVICES NJ 501(C)(3) LINE 7 N/A 0 JEWISH FEDERATION SENIOR HOUSING INC 3051 WEST CHAPEL AVENUE CHERRY HILL NJ 08002 311654257 AFFORDABLE HOUSING FOR SENIOR CITIZENS NJ 501(C)(3) LINE 10 N/A 0 SJF CCRC INC 1110 LAUREL OAK ROAD VOORHEES NJ 08043 223701092 CONTINUING CARE RETIREMENT COMMUNITY NJ 501(C)(3) LINE 10 N/A 0 BERNARD DUBIN HOUSE LIMITED PARTNERSHIP 3051 WEST CHAPEL AVENUE CHERRY HILL NJ 08002 208334276 REAL ESTATE NJ N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 1 1