2025-03-13T16:34:13-05:00 2024-06-30 440160260 FORVIS MAZARS LLP 255 S ORANGE AVENUE SUITE 600 ORLANDO FL 32801 990 2023-07-01 650289632 STEIN GERONTOLOGICAL INSTITUTE INC STEI 3057518626 5200 NE 2ND AVENUE MIAMI FL 33137 ALAN GOLDSMITH CHIEF FINANCIAL OFFICER 3057518626 2025-03-03 1 1 HARRY E HARP P00176471 4077405400 2025-03-03 2023 2025-03-06 01:10:19Z JEFFREY FREIMARK 5200 NE 2ND AVENUE MIAMI FL 33137 825638 0 X WWW.MIAMIJEWISHHEALTH.ORG X 1990 FL TO AID THE ELDERLY IN REMAINING INDEPENDENT BY CONDUCTING GERONTOLOGICAL RESEARCH AND EDUCATION. 4 0 0 0 0 0 21195 0 1165445 825638 0 0 0 0 1186640 825638 0 0 0 0 0 0 0 0 0 962711 1171484 962711 1171484 223929 -345846 989931 889890 1696842 1942647 -706911 -1052757 THE ORGANIZATION'S PRIMARY PURPOSE IS TO DEVELOP INNOVATIVE PROGRAMS, SERVICES, AND PRODUCTS IN ORDER TO AID THE ELDERLY IN REMAINING INDEPENDENT BY CONDUCTING GERONTOLOGICAL RESEARCH TO STUDY THE BIOLOGICAL, PYSCHOLOGICAL, AND SOCIAL PHENOMENA ASSOCIATED WITH AGING. 0 0 908431 825638 STEIN GERONTOLOGICAL INSTITUTE, INC. HOSTS STATE-OF-THE ART EDUCATIONAL TRAINING, FACILITATES EDUCATIONAL RESEARCH AND TECHNOLOGY, AND COLLABORATES WITH ACADEMIC AND INDUSTRY ORGANIZATIONS TO PURSUE AND DOCUMENT IMPROVED CLINICAL PRACTICE AND OUTCOMES FOR THE ELDERLY. IN THE CURRENT YEAR, THE FILING ORGANIZATION HELD APPROXIMATELY 14 COMMUNITY EDUCATIONAL SESSIONS OPEN TO THE GENERAL PUBLIC. 908431 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 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 15 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 4 0 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X ALAN GOLDSMITH 3057518626 5200 NE 2ND AVENUE MIAMI FL 33137 JEFFREY FREIMARK PRESIDENT 1.00 46.00 X X 0 1492800 14478 ALAN GOLDSMITH TREASURER/MEMBER 1.00 52.00 X X 0 425330 31352 MARC AGRONIN MD DIRECTOR 1.00 39.00 X 0 377894 26485 LESLIE TORRES SECRETARY 1.00 42.00 X X 0 95096 0 0 2391120 72315 0 0 1 0 0 RESEARCH REVENUE 541700 825638 825638 825638 825638 825638 0 0 X 850659 588062 262597 456 456 77594 77594 11257 11257 11839 11839 BAD DEBT EXPENSE 156125 156125 MEDICAL SUPPLIES 61499 61499 FOOD 2055 2055 1171484 908431 263053 0 98332 891599 866521 333832 310463 0 23369 989931 889890 237077 160266 13523 1459765 1768858 1696842 1942647 X -706911 -1052757 -706911 -1052757 989931 889890 -345846 0 X X 0 1 X 1 0 X 30576 21195 51771 998635 848151 1462963 1165445 825638 5300832 998635 878727 1462963 1186640 825638 5352603 0 0 0 5352603 998635 878727 1462963 1186640 825638 5352603 1.00000 1.00000 0.00000 X 333832 310463 23369 23369 DUE TO AFFILIATES 1768858 1768858 X PART X, LINE 2: STEIN GERONTOLOGICAL INSTITUTE, INC. IS INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS WITH MIAMI JEWISH HEALTH SYSTEMS, INC. AND ITS AFFILIATES. THE CONSOLIDATED FINANCIAL STATEMENTS CONTAIN THE FOLLOWING FOOTNOTE: MJHS, ITS SUBSIDIARIES AND ITS CONSOLIDATED AFFILIATES, ARE NOT-FOR-PROFIT ORGANIZATIONS EXEMPT FROM INCOME TAXES, AS DESCRIBED UNDER SECTIONS 501(C)(3) AND 501(C)(2) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN INCLUDED IN THESE FINANCIAL STATEMENTS FOR MJHS, ITS SUBSIDIARIES OR ITS CONSOLIDATED AFFILIATES. MJHS PAYS ITS PROPORTIONATE SHARE OF INCOME TAXES ON THE TAXABLE INCOME OF ITS UNCONSOLIDATED AFFILIATES (SEE NOTE 5). DURING THE YEARS ENDED JUNE 30, 2024 AND 2023, MJHS INCURRED APPROXIMATELY $116,000 AND $100,000, RESPECTIVELY, OF ITS PROPORTIONATE SHARE OF INCOME TAXES AND RECORDED THE AMOUNT IN THE CONSOLIDATED AND COMBINED STATEMENTS OF ACTIVITIES AS OTHER NON-OPERATING EXPENSE. MJHS'S PROPORTIONATE SHARE OF INCOME TAXES PAYABLE AMOUNTED TO APPROXIMATELY $116,000 AND $100,000 AS OF JUNE 30, 2024 AND 2023, RESPECTIVELY, AND IS RECORDED IN THE CONSOLIDATED AND COMBINED STATEMENTS OF FINANCIAL POSITION IN ACCRUED EXPENSES AND OTHER CURRENT LIABILITIES. 0 0 0 0 0 0 0 0 0 JEFFREY FREIMARK PRESIDENT 0 985000 0 500000 0 7800 0 14478 0 0 0 1507278 0 0 ALAN GOLDSMITH TREASURER/MEMBER 0 330030 0 87500 0 7800 0 31352 0 0 0 456682 0 0 MARC AGRONIN MD DIRECTOR 0 370094 0 0 0 7800 0 26485 0 0 0 404379 0 0 PART I, LINE 3 STEIN GERONTOLOGICAL INSTITUTE, 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 7A THE BOARD OF DIRECTORS OF MIAMI JEWISH HEALTH SYSTEMS, INC., A RELATED 501(C)(3) ORGANIZATION, HAS THE AUTHORITY TO APPOINT MEMBERS OF THE BOARD OF DIRECTORS OF THE FILING ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B THE CHIEF FINANCIAL OFFICER AND 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 PHYSICIANS ON STAFF, EACH OF WHOM IS REQUIRED TO COMPLETE AND SUBMIT A CONFLICT OF INTEREST QUESTIONNAIRE ANNUALLY. THE COMPLIANCE OFFICER 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 15 THE PRESIDENT/CEO IS COMPENSATED BY MIAMI JEWISH HEALTH SYSTEMS, INC. (MJHS), A RELATED ORGANIZATION. THE CEO REPORTS DIRECTLY TO THE BOARD OF DIRECTORS, AND THE COMPENSATION COMMITTEE OF THE BOARD IS RESPONSIBLE FOR APPROVING THE CEO'S COMPENSATION ADJUSTMENTS. THE COMPENSATION COMMITTEE REVIEWS AND APPROVES ANY CHANGES IN BASE COMPENSATION AS WELL AS BONUSES AND OTHER COMPONENTS ON AN ANNUAL BASIS. ALL OTHER OFFICERS AND KEY EMPLOYEES ARE COMPENSATED BY MJHS. COMPENSATION OF ALL OTHER OFFICERS AND KEY EMPLOYEES IS ESTABLISHED BY THE CEO 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 FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, AND CONFLICT OF INTEREST POLICIES ARE NOT AVAILABLE TO THE PUBLIC AT THIS TIME. FORM 990, PART IX, LINE 11G CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 33,142. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 33,142. PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 24,294. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 24,294. CENTRALIZED COST ALLOCATION: PROGRAM SERVICE EXPENSES 123,315. MANAGEMENT AND GENERAL EXPENSES 139,738. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 263,053. SALARY AND BENEFITS ALLOCATION: PROGRAM SERVICE EXPENSES 407,311. MANAGEMENT AND GENERAL EXPENSES 122,859. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 530,170. FORM 990, PART XII, LINE 2C THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS 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 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 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 7 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 MIAMI JEWISH HEALTH SYSTEMS FOUNDATION INC 5200 NE 2ND AVENUE MIAMI FL 33137 200267158 SOLICIT & INVEST CONTRIBUTIONS ON BEHALF OF MIAMI JEWISH HEALTH SYSTEMS, INC FL 501(C)(3) LINE 7 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 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 0 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0