2025-03-13T16:33:11-05:00 2024-06-30 440160260 FORVIS MAZARS LLP 255 S ORANGE AVENUE SUITE 600 ORLANDO FL 32801 990 2023-07-01 200267158 MIAMI JEWISH HEALTH SYSTEMS FOUNDATION INC MIAM 3057621393 5200 NE 2ND AVENUE MIAMI FL 33137 ALAN GOLDSMITH CHIEF FINANCIAL OFFICER 3057621393 2025-03-03 1 1 HARRY E HARP P00176471 4077405400 2025-03-03 2023 2025-03-06 01:10:19Z ALISON GREWE 5200 NE 2ND AVENUE MIAMI FL 33137 10101256 0 X WWW.MIAMIJEWISHHEALTH.ORG/GIVING X 2003 FL SOLICIT AND INVEST CONTRIBUTIONS FOR THE BENEFIT OF MIAMI JEWISH HEALTH SYSTEMS, INC. AND AFFILIATES. 5 4 0 4 0 0 4020215 8552102 0 0 346487 1549154 0 0 4366702 10101256 1257540 3182046 0 0 0 0 0 0 0 1233825 1170825 2491365 4352871 1875337 5748385 43185336 51941065 326833 277263 42858503 51663802 THE ORGANIZATION'S MISSION IS TO SOLICIT AND INVEST CONTRIBUTIONS FOR THE BENEFIT OF AND SUPPORT OF THE ACTIVITIES OF MIAMI JEWISH HEALTH SYSTEMS, INC. AND RELATED AFFILIATES. 0 0 3865559 3182046 THE ORGANIZATION SOLICITS AND COLLECTS FUNDS FOR THE BENEFIT OF MIAMI JEWISH HEALTH SYSTEMS, INC. AND ITS AFFILIATED TAX-EXEMPT ENTITIES. THE FUNDS ARE GIVEN TO THE AFFILIATES IN SUPPORT OF THEIR TAX-EXEMPT PURPOSE OF PROVIDING SENIOR LIVING ACCOMODATIONS AND COMMUNITY-BASED HEALTH SERVICES. IN THE CURRENT YEAR, $3,182,046 WAS CONTRIBUTED TO MIAMI JEWISH HEALTH SYSTEMS, INC. 3865559 1 1 0 0 0 0 0 0 0 1 0 1 0 0 1 1 1 1 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 4 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 X ALAN GOLDSMITH 3057621393 5200 NE 2ND AVENUE MIAMI FL 33137 JEFFREY FREIMARK DIRECTOR 8.00 39.00 X 0 1507278 0 ALAN GOLDSMITH TREASURER/CFO 1.00 52.00 X 0 456683 0 ALISON GREWE PRESIDENT/CEO 40.00 X 229493 0 15414 LESLIE TORRES SECRETARY 1.00 42.00 X 0 95096 0 DORA PRESENT LEWIN CHAIR 1.00 X X 0 0 0 MATTHEW S ANDERSON DIRECTOR 1.00 1.00 X 0 0 0 ALAN MELTZER DIRECTOR 1.00 X 0 0 0 JAY SOLOWSKY DIRECTOR 1.00 X 0 0 0 229493 2059057 15414 1 0 1 0 JP MORGAN SECURITIES LLC 4 CHASE METROTECH CENTER BROOKLYN NY 11245 INVESTMENT MANAGEMENT FEES 396174 1 8552102 8552102 1029487 1029487 519667 0 519667 519667 519667 10101256 0 0 1549154 X 3182046 3182046 899 899 9996 9996 396174 396174 671044 590801 80243 4522 4522 16926 16926 29831 29831 1777 1777 8514 8514 DONOR RECOGNITION 27409 27409 SUPPLIES 1933 1933 BAD DEBT EXPENSE 1800 1800 4352871 3865559 487312 0 3281447 10884363 4057141 11314108 1952607 1045348 1036 10290 33893105 28686956 43185336 51941065 101311 125632 225522 151631 326833 277263 X 21040791 27841951 21817712 23821851 42858503 51663802 43185336 51941065 X 5748385 3027338 29576 X X 0 1 X 1 0 X 2699571 2267452 2588285 4020215 8552102 20127625 2699571 2267452 2588285 4020215 8552102 20127625 7549324 12578301 650714 477954 1306218 710570 1029487 4174943 24302568 0.51760 0.60190 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 348000 348000 348000 348000 348000 348000 348000 348000 1.00000 0 0 0 EQUITY SECURITIES 14077076 F FIXED INCOME SECURITIES 14609880 F 28686956 DUE TO AFFILIATES 151631 151631 X 12732420 3027338 3027338 9705082 396174 396174 10101256 3956697 0 3956697 396174 396174 4352871 PART V, LINE 4: ENDOWMENTS ARE SPENT IN ACCORDANCE WITH THE RESTRICTIONS PLACED UPON THEM. RESTRICTIONS MAY INCLUDE TIME-BASED RESTRICTIONS AND USE-BASED RESTRICTIONS, AMONG OTHER RESTRICTIONS. PART X, LINE 2: MJHS FOUNDATION IS A NOT-FOR-PROFIT ORGANIZATION EXEMPT FROM INCOME TAXES AS DESCRIBED UNDER SECTIONS 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN INCLUDED IN THESE FINANCIAL STATEMENTS. 1 MIAMI JEWISH HEALTH SYSTEMS INC 5200 NE 2ND AVENUE MIAMI FL 33137 590624414 501(C)(3) 0 3182046 GENERAL SUPPORT. PART I, LINE 2: THE ORGANIZATION PROVIDED GRANTS SOLELY TO MIAMI JEWISH HEALTH SYSTEMS, INC., A RELATED ORGANIZATION. THE ORGANIZATION MONITORS THE USE OF GRANT FUNDS THROUGH OVERLAP OF MANAGEMENT PERSONNEL BETWEEN THE FILING ORGANIZATION AND THE RECIPIENT ORGANIZATION. 0 0 0 0 0 0 0 0 0 JEFFREY FREIMARK DIRECTOR 0 985000 0 500000 0 22278 0 0 0 0 0 1507278 0 0 ALAN GOLDSMITH TREASURER/CFO 0 360577 0 87500 0 8606 0 0 0 0 0 456683 0 0 ALISON GREWE PRESIDENT/CEO 221693 0 7800 0 0 0 15414 0 0 0 244907 0 0 0 PART I, LINE 3 MIAMI JEWISH HEALTH SYSTEMS FOUNDATION, INC.'S PERSONNEL ARE EMPLOYED BY MIAMI JEWISH HEALTH SYSTEMS, INC., A RELATED 501(C)(3) ORGANIZATION. THE FOLLOWING METHODS ARE UTILIZED BY MIAMI JEWISH HEALTH SYSTEMS, INC. TO ESTABLISH COMPENSATION FOR THE CEO: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - FORM 990 OF OTHER ORGANIZATIONS - COMPENSATION SURVEY OR STUDY - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER OF MIAMI JEWISH HEALTH SYSTEMS FOUNDATION, INC. IS MIAMI JEWISH HEALTH SYSTEMS, INC. (MJHS). MJHS IS A FLORIDA, NOT-FOR-PROFIT CORPORATION THAT IS EXEMPT FROM FEDERAL INCOME TAX UNDER INTERNAL REVENUE CODE (IRC) 501(C)(3). THERE ARE NO OTHER CLASSES OF MEMBERSHIP IN THE FILING ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A AS THE SOLE MEMBER, MIAMI JEWISH HEALTH SYSTEMS, INC. HAS THE AUTHORITY TO ELECT AND REMOVE THE BOARD OF DIRECTORS OF THE FILING ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7B THE SOLE MEMBER, MIAMI JEWISH HEALTH SYSTEMS, INC., HAS THE POWER TO REMOVE ANY OFFICER WITH OR WITHOUT CAUSE. FORM 990, PART VI, SECTION B, LINE 11B THE CHIEF FINANCIAL OFFICER AND CORPORATE CONTROLLER OF MIAMI JEWISH HEALTH SYSTEMS, INC. CONDUCT A COMPREHENSIVE REVIEW OF THE FORM 990 AND, THEREAFTER, A COMPLETE COPY IS PROVIDED TO THE BOARD OF DIRECTORS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S CONFLICT OF INTEREST POLICY COVERS ALL BOARD MEMBERS AND KEY EMPLOYEES, EACH OF WHOM IS REQUIRED TO COMPLETE AND SUBMIT A CONFLICT OF INTEREST QUESTIONNAIRE ANNUALLY. THE COMPLIANCE OFFICERS MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY, AND REVIEWS ACTUAL CONFLICTS THAT ARE IDENTIFIED BY THE ANNUAL DISCLOSURE PROCESS. OFFICERS AND DIRECTORS ARE PROHIBITED FROM VOTING WHERE ACTUAL CONFLICTS OF INTEREST EXIST. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF DIRECTORS OF MIAMI JEWISH HEALTH SYSTEMS FOUNDATION, INC. IS RESPONSIBLE FOR THE HIRING PROCESS AND DETERMINATION OF COMPENSATION FOR THE CEO. WHEN REVIEWING SALARY REQUIREMENTS, THE BOARD OF DIRECTORS OBTAINS COMPARABILITY DATA AND APPROVES ANY SALARY ADJUSTMENTS ON AN ANNUAL BASIS. ALL OTHER OFFICERS AND KEY EMPLOYEES ARE COMPENSATED BY MIAMI JEWISH HEALTH SYSTEMS, INC. (MJHS), A RELATED ORGANIZATION. COMPENSATION OF ALL OTHER OFFICERS AND KEY EMPLOYEES IS ESTABLISHED BY THE CEO OF MJHS AND IS APPROVED BY THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS. FORMAL COMPENSATION STUDIES ARE REQUESTED AND CONDUCTED AS NEEDED. THE MINUTES OF THE COMPENSATION COMITTEE DOCUMENT THE DECISIONS AND DELIBERATIONS OF THE COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES AND SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 11,117. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 11,117. SALARY AND BENEFIT ALLOCATION: PROGRAM SERVICE EXPENSES 590,801. MANAGEMENT AND GENERAL EXPENSES 69,126. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 659,927. FORM 990, PART XI, LINE 9: NET ASSET TRANSFER FROM RELATED PARTY 29,576. FORM 990, PART XII, LINE 2C THE AUDIT COMMITTEE IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT OF THE ORGANIZATION'S FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THERE WAS NO CHANGE IN THIS PROCESS FROM THE PRIOR YEAR. MIAMI JEWISH HEALTH SYSTEMS INC 5200 NE 2ND AVENUE MIAMI FL 33137 590624414 HEALTHCARE FL 501(C)(3) LINE 10 N/A 0 DGN II INC 5200 NE 2ND AVENUE MIAMI FL 33137 651270932 LOW INCOME HOUSING FOR THE ELDERLY FL 501(C)(3) LINE 7 MIAMI JEWISH HEALTH SYSTEMS INC 0 DGN III INC 5200 NE 2ND AVENUE MIAMI FL 33137 273293469 LOW INCOME HOUSING FOR THE ELDERLY FL 501(C)(3) LINE 7 MIAMI JEWISH HEALTH SYSTEMS INC 0 STEIN GERONTOLOGICAL INSTITUTE INC 5200 NE 2ND AVENUE MIAMI FL 33137 650289632 GERONTOLOGICAL RESEARCH FL 501(C)(3) LINE 10 MIAMI JEWISH HEALTH SYSTEMS INC 0 DOUGLAS GARDENS HOLDING CORP INC 5200 NE 2ND AVENUE MIAMI FL 33137 237302931 SUPPORT MIAMI JEWISH HEALTH SYSTEMS, INC. FL 501(C)(2) MIAMI JEWISH HEALTH SYSTEMS INC 0 FLORIDA PATHWAYS INC 5200 NE 2ND AVENUE MIAMI FL 33137 650198276 HOLD PROPERTY AND LEASE TO RELATED ORGANIZATIONS FL 501(C)(3) LINE 12A, I MIAMI JEWISH HEALTH SYSTEMS INC 0 DOUGLAS GARDENS HOME CARE INC 5200 NE 2ND AVENUE MIAMI FL 33137 651151478 NURSE REGISTRY PROGRAM/HEALTHCARE FL 501(C)(3) LINE 10 MIAMI JEWISH HEALTH SYSTEMS INC 0 DOUGLAS GARDENS SENIOR HOUSING INC 5200 NE 2ND AVENUE MIAMI FL 33137 650838183 MANAGEMENT SERVICES TO RELATED ORGANIZATIONS FL 501(C)(3) LINE 12A, I MIAMI JEWISH HEALTH SYSTEMS INC 0 FLORIDA PACE CENTERS INC 5200 NE 2ND AVENUE MIAMI FL 33137 651051439 HEALTHCARE FL 501(C)(3) LINE 10 MIAMI JEWISH HEALTH SYSTEMS INC 0 DGN INC 5200 NE 2ND AVENUE MIAMI FL 33137 113672256 LOW INCOME HOUSING FOR THE ELDERLY FL 501(C)(3) LINE 7 MIAMI JEWISH HEALTH SYSTEMS INC 0 DOUGLAS GARDENS PROPERTIES INC 5200 NE 2ND AVENUE MIAMI FL 33137 933711626 INACTIVE FL 501(C)(3) LINE 10 MIAMI JEWISH HEALTH SYSTEMS INC 0 MJH REAL PROPERTY INC 5200 NE 2ND AVENUE MIAMI FL 33137 933969543 INACTIVE FL 501(C)(3) LINE 10 MIAMI JEWISH HEALTH SYSTEMS INC 0 MJH GROUND ASSETS INC 5200 NE 2ND AVENUE MIAMI FL 33137 933996282 INACTIVE FL 501(C)(3) LINE 10 MIAMI JEWISH HEALTH SYSTEMS INC 0 0 1 0 0 0 0 0 0 0 0 1 0 1 1 1 1 0 0 0