2026-04-15T15:31:33+00:00 2025-05-31 440160260 Forvis Mazars LLP 255 South Orange Avenue Suite 600 Orlando FL 32801 990 2024-06-01 592774476 MORSELIFE FOUNDATION INC MORS 5614715111 4847 DAVID S MACK DRIVE WEST PALM BEACH FL 33417 KEITH A MYERS CEO 5614715111 2026-04-15 true true Peter Gubler P00190185 4077405400 2026-03-06 2024 2025-03-06 01:10:19Z KEITH A MYERS 4847 DAVID S MACK DRIVE WEST PALM BEACH FL 33417 6957097 false X WWW.MORSELIFEFOUNDATION.ORG X 1987 FL TO SUPPORT ALL AFFILIATED AGENCIES FOR THE PURPOSE OF ENHANCING SENIOR LIVING. 16 14 17 14 0 9009784 5597880 0 1402124 1346367 15000 12850 10426908 6957097 4928674 4002020 0 1626204 1742665 0 3046754 3420448 3050213 9975326 8794898 451582 -1837801 37377770 39159798 21528634 24572228 15849136 14587570 TO SOLICIT, RECEIVE AND INVEST THE PROCEEDS OF GRANTS, CONTRIBUTIONS, PLEDGES, AND OTHER SUPPORT FROM GOVERNMENTAL ENTITIES AND THE PUBLIC AT LARGE, AND TO SUPPORT ALL RELATED TAX-EXEMPT ORGANIZATIONS FOR THE PURPOSE OF ENHANCING SENIOR LIVING IN THE SPIRIT OF JEWISH TRADITION. false false 5566842 4002020 0 THE ORGANIZATION SOLICITS AND COLLECTS FUNDS FOR THE BENEFIT OF ITS AFFILIATED TAX-EXEMPT ENTITIES. THE FUNDS ARE GIVEN TO THE AFFILIATES IN SUPPORT OF THEIR TAX-EXEMPT PURPOSE OF PROVIDING SENIOR LIVING ACCOMMODATIONS AND HEALTH SERVICES. 5566842 true true false false false false false false false true true true false true true true false true false false false false false false false false false true false true false false false false false false false false false false false false false false false true true true false false true 10 0 true 17 true false false false false false false false false false false false false false false X 16 14 true true false false true true true true true false false false true true true true true true false true false false X X LUSCHKA DELGADO 5612096108 4847 DAVID S MACK DRIVE WEST PALM BEACH FL 33417 KEITH MYERS CEO, PRESIDENT 2.0 38.0 X X 0 0 0 MICHAEL MARGOLIS CHAIRMAN 2.0 6.0 X X 0 0 0 RANDY WOLAN CFO 2.0 38.0 X X 0 0 0 RICHARD ROTHSCHILD TREASURER/SECRETARY 2.0 2.0 X X 0 0 0 ARTHUR LORING DIRECTOR 2.0 14.0 X 0 0 0 DAVID MACK DIRECTOR 2.0 8.0 X 0 0 0 DONALD EPHRAIM DIRECTOR 2.0 2.0 X 0 0 0 FRANCINE KITTREDGE DIRECTOR 2.0 10.0 X 0 0 0 GARY GRANOOF DIRECTOR 2.0 2.0 X 0 0 0 HOWARD KAYE DIRECTOR 2.0 2.0 X 0 0 0 JOSEPH JACOB DIRECTOR 2.0 6.0 X 0 0 0 RONALD BERK DIRECTOR 2.0 2.0 X 0 0 0 ROY APPLE DIRECTOR 2.0 2.0 X 0 0 0 STANLEY KATZ DIRECTOR 2.0 18.0 X 0 0 0 SUSAN MENDIK DIRECTOR 2.0 2.0 X 0 0 0 TERRI SRIBERG DIRECTOR 2.0 18.0 X 0 0 0 CAROLYN ROSE SENIOR VP, ML FOUNDATION 40.0 0 X 385125 0 29309 JOAN BEVER SENIOR VICE PRESIDENT, EVENTS 40.0 0 X 343025 0 10511 IRVING GEFFEN VP OF MORSELIFE FOUNDATION 40.0 0 X 305069 0 35974 ASHLEY ROBINSON DIRECTOR OF EVENTS 40.0 0 X 160011 0 20480 HOPE LEVIN VP OF LEADERSHIP GIVING 40.0 0 X 233803 0 23988 MARY ALICE PAPPAS FORMER SVP OF FOUNDATION 0.0 0 X 113422 0 0 1540455 0 120262 6 true true false MORSELIFE HEALTH SYSTEMS INC 4847 DAVID S MACK DRIVE WEST PALM BEACH FL 33417 MANAGEMENT SERVICES 598166 Saul Ewing Arnstein and Lehr LLP 701 Brickell Avenue 17th Floor Miami FL 33131 Legal Services 250000 2 5597880 5597880 0 0 0 0 0 507517 507517 0 0 790675 48175 0 0 790675 48175 838850 838850 12850 0 12850 12850 0 0 0 0 0 6957097 0 0 1359217 4002020 4002020 1017985 82925 935060 570432 152575 417857 16963 5559 11404 41050 5772 35278 96235 11179 85056 598166 598166 40089 40089 142430 142430 0 0 118429 116951 1478 149544 266 6485 142793 39667 39667 88451 6155 82296 10814 10814 1200 1200 938402 938402 176382 166617 1833 7932 49848 49848 COMMUNITY EVENTS 618639 618639 ANNUITY EXPENSE 52936 52936 MEALS AND ENTERTAINMENT 20225 20225 RECRUITING 4985 4985 6 6 0 0 8794898 5566842 181302 3046754 153773 649380 13101359 9076462 0 0 0 0 2907578 70524 66322 3872132 1234655 2498531 2637477 19038680 20014545 0 2514903 3808034 37377770 39159798 223843 280435 5967 0 0 21304791 24285826 21528634 24572228 X 12282871 10806431 3566265 3781139 15849136 14587570 37377770 39159798 X -1837801 246235 330000 X false true true false X 8747683 8022894 6137498 9009784 5597880 37515739 0 0 8747683 8022894 6137498 9009784 5597880 37515739 6370594 31145145 368784 785089 764424 1024175 507517 3449989 0 0 0 444901 15000 12850 472751 41438479 0 0.75160 0.68913 X Schedule A, Part II, Line 10 Other Income DESCRIPTION - FUNDRAISING INCOME, COLUMN A - , COLUMN B - , COLUMN C - 444901.0, COLUMN D - 15000.0, COLUMN E - 12850.0, COLUMN F - 472751.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 958396 87907 20024 116769 949558 943185 105556 11713 102058 958396 896235 303398 -19308 237140 943185 938413 113806 -36276 119708 896235 929739 92159 6246 89731 938413 0.0283 0.9717 0.0 false false 319376 295909 23467 3552756 938746 2614010 2637477 Closely-held equity interests Financial derivatives CASH AND CASH EQUIVALENTS 1846232 F MANAGED EQUITY FUNDS 18168313 F 20014545 ACCRUED INTEREST RECEIVABLE 24523 CASH SURRENDER VALUE OF LIFE INSURANCE 221799 DUE TO/FROM AFFILIATES 3541064 RIGHT-OF-USE ASSET 20648 3808034 Federal Income Taxes ANNUITIES PAYABLE 313564 RIGHT-OF-USE LEASE LIABILITY 21673 DUE TO AFFILIATES 750420 NOTES PAYABLE TO AFFILIATES 23200169 24285826 X 0 0 0 0 0 0 0 0 0 0 0 0 Schedule D, Part V, Line 4 Intended uses of endowment funds THE FOUNDATION'S SPENDING POLICY OBJECTIVE IS TO ALLOW ITS ENDOWMENT TO GROW AND PROVIDE FUTURE CASH FLOWS FOR OPERATIONS AND OTHER DESIGNATED PURPOSES. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote THE INTERNAL REVENUE SERVICE HAS DETERMINED THAT THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES AND IS QUALIFIED AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE "CODE"). ACCORDINGLY, THESE FINANCIAL STATEMENTS INCLUDE NO PROVISION OR LIABILITY FOR INCOME TAXES. true LOLA & SAUL KRMAER SENIOR SERVICES AGENCY INC 4847 DAVID S MACK DRIVE WEST PALM BEACH FL 33417 900730105 501C(C)(3) 1112220 FMV MISSION SUPPORT AND EVENTS JOSEPH L MORSE HEALTH CENTER INC 4847 DAVID S MACK DRIVE WEST PALM BEACH FL 33417 592120896 501C(C)(3) 712836 FMV PROVIDE ADDITIONAL SUPPORT SERVICES TO NURSING HOME RESIDENTS AND ASSISTED LIVING RESIDENTS. MORSELIFE HOSPICE INSTITUTE INC 4847 DAVID S MACK DRIVE WEST PALM BEACH FL 33417 800730376 501C(C)(3) 678805 FMV ADDITIONAL PALLIATIVE AND SUPPORT SERVICES FOR PATIENTS MORSELIFE HOUSING CORPORATION INC 4847 DAVID S MACK DRIVE WEST PALM BEACH FL 33417 650888855 501C(C)(3) 621563 FMV PROVIDE FUNDS FOR SUPPORT SERVICES TO RESIDENTS NEXT GENERATIONS OF HOLOCAUST SURVIVORS 4847 DAVID S MACK DRIVE WEST PALM BEACH FL 33417 263902517 501C(C)(3) 545596 FMV PROVIDE FUNDS TO DEVELOP HOLOCAUST EDUCATION MATERIAL MORSELIFE HOME CARE INC 4847 DAVID S MACK DRIVE WEST PALM BEACH FL 33417 592753822 501C(C)(3) 259908 FMV PROVIDE SERVICES TO SENIORS IN THE COMMUNITY MORSELIFE HEALTH SYSTEMS INC 4847 DAVID S MACK DRIVE WEST PALM BEACH FL 33417 650018299 501C(C)(3) 540 FMV MISSION SUPPORT AND EVENTS FRIENDS OF MORSELIFE INC 4847 DAVID S MACK DRIVE WEST PALM BEACH FL 33417 650018299 501(C)(3) 50000 FMV MISSION SUPPORT AND EVENTS OTHER GRANTS 4847 DAVID S MACK DRIVE WEST PALM BEACH FL 33417 501(C)(3) 20552 FMV MISSION SUPPORT AND EVENTS 9 0 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds THE GRANT FUNDS ARE PROVIDED TO RELATED PARTIES IN WHICH THE MANAGEMENT OFFICIALS ARE THE SAME AS THE FILING ORGANIZATION. THE MONIES ARE USED FOR THEIR INTENDED PURPOSES AS REPORTED WITHIN SCHEDULE I, PART II. false false false false false false false false false JOAN BEVER SENIOR VICE PRESIDENT, EVENTS 311326 0 31699 0 0 0 10297 0 214 0 353536 0 0 0 CAROLYN ROSE SENIOR VP, ML FOUNDATION 383163 0 1962 0 0 0 29309 0 0 0 414434 0 0 0 IRVING GEFFEN VP OF MORSELIFE FOUNDATION 304881 0 188 0 0 0 29316 0 6658 0 341043 0 0 0 MARY ALICE PAPPAS FORMER SVP OF FOUNDATION 0 0 0 0 113422 0 0 0 0 0 113422 0 0 0 HOPE LEVIN VP OF LEADERSHIP GIVING 232303 0 1500 0 0 0 20750 0 3238 0 257791 0 0 0 ASHLEY ROBINSON DIRECTOR OF EVENTS 160011 0 0 0 0 0 16408 0 4072 0 180491 0 0 0 Form 990, Part VI, Line 2 Family/business relationships amongst interested persons THE FILING ORGANIZATION'S CEO, KEITH MYERS, AND CFO, RANDY WOLAN ARE BUSINESS PARTNERS AS THEY ARE OWNERS OF AMPLIFII MANAGEMENT, LLC. - Business relationship Form 990, Part VI, Line 3 Delegation of management duties AS OF JANUARY 1, 2019, THE AGENCY ENTERED INTO A MANAGEMENT AGREEMENT ("AGREEMENT") WITH AMPLIFII MANAGEMENT, LLC ("AMPLIFII"), AN UNRELATED, FOR-PROFIT ENTITY, TO PROVIDE SPECIFICALLY DESCRIBED CONSULTING SERVICES WHICH ENCOMPASS RECOMMENDATIONS, SUPPORT, GUIDANCE AND OVERSIGHT WITH RESPECT TO THE OVERALL BUSINESS OPERATIONS AND DEVELOPMENT ACTIVITIES OF THE AGENCY THAT ARE ALSO CLOSELY ALINED WITH AMPLIFII'S CONSULTING SERVICES AS PROVIDED TO OTHER RELATED HEALTH CARE FACILITIES. THE INITIAL TERM OF THE AGREEMENT IS FOR A PERIOD OF FIVE (5) YEARS AND MAY BE EXTENDED FOR AN ADDITIONAL PERIOD OF FIVE (5) YEARS AS AGREED. THE AGREEMENT PROVIDES FOR THE PAYMENT OF CONSULTING FEES TO AMPLIFII BASED ON A DEFINED PERCENTAGE OF THE AGENCY'S ADJUSTED GROSS REVENUES. AMPLIFII IS SOLELY RESPONSIBLE FOR ALL ITS OPERATING EXPENSES INCURRED IN PROVIDNG THE CONSUTLING SERVICES DEFIND IN THE AGREEMENT WITH THE AGENCY, WITHOUT PROVISION FOR REIMBURSEMENT. This Agreement ended June 30, 2025. Form 990, Part VI, Line 6 Classes of members or stockholders MORSELIFE HEALTH SYSTEM, INC. IS THE SOLE MEMBER OF THE MORSELIFE FOUNDATION, INC. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body THE SOLE MEMBER, MORSELIFE HEALTH SYSTEM, INC., SHALL ELECT BOARD MEMBERS AND AT ANY TIME IN ITS SOLE DISCRETION, REMOVE AND NAME A REPLACEMENT FOR ANY BOARD MEMBER. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders MORSELIFE HEALTH SYSTEM, INC. IS THE SOLE MEMBER OF THE MORSELIFE FOUNDATION, INC. AND, AS SUCH, ELECTS THE BOARD OF DIRECTORS AND HAS ULTIMATE VOTING AND VETO AUTHORITY OVER BOARD DECISIONS. Form 990, Part VI, Line 11b Review of form 990 by governing body AN AUDIT, COMPLIANCE AND ETHICS COMMITTEE, COMPOSED OF THE CHAIRPERSON OF THE BOARD OF DIRECTORS FROM EACH OF THE MORSELIFE RELATED ORGANIZATIONS AND THE SENIOR VICE PRESIDENT OF FINANCE, IS RESPONSIBLE FOR THE REVIEW OF THE FORM 990. THE CHAIRPERSON OF MORSELIFE HEALTH SYSTEM, INC. IS THE CHAIRPERSON OF THE COMMITTEE. Form 990, Part VI, Line 12c Conflict of interest policy THE ORGANIZATION REQUIRES ALL BOARD MEMBERS TO SUBMIT A CONFLICT OF INTEREST STATEMENT ON AN ANNUAL BASIS. THE STATEMENTS, WHEN COMPLETED AND RETURNED, ARE REVIEWED BY THE PRESIDENT TO ENSURE THAT THERE ARE NO INADVERTENT CONFLICTS OF INTEREST. Form 990, Part VI, Line 15b Process to establish compensation of other employees MORSELIFE FOUNDATION, INC. IS AN ORGANIZATION CONTROLLED BY MORSELIFE HEALTH SYSTEM, INC. THE PRESIDENT & CEO OF THE ORGANIZATION IS RESPONSIBLE FOR THE COMPENSATION OF THE MEMBERS OF THE EXECUTIVE TEAM, INCLUDING THE SENIOR VICE PRESIDENTS AND CHIEF FINANCIAL OFFICER. ANNUAL INCREASES AND BASE SALARY AMOUNTS ARE COMPARED TO THE COMPENSATION PACKAGES FOR SIMILAR POSITIONS UTILIZING OTHER SIMILAR ENTITIES' PUBLISHED IRS FORM 990. IN ADDITION, INDEPENDENT SALARY SURVEYS CONDUCTED BY NATIONAL ASSOCIATIONS & OTHER PROVIDER ENTITIES ARE UTILIZED TO ENSURE COMPARABILITY AND APPROPRIATENESS. THE PRESIDENT & CEO REPORTS ON THE ANNUAL INCREASE, SALARY ADJUSTMENT, AND/OR CHANGE IN BENEFIT PACKAGE FOR THE EXECUTIVE TEAM MEMBERS TO THE COMPENSATION COMMITTEE MADE UP OF THE BOARD OF DIRECTORS. Form 990, Part VI, Line 19 Required documents available to the public 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 Other changes in net assets or fund balances NET ASSETS TRANSFERRED FROM RELATED ORGANIZATIONS - 330000; Total - 330000; MORSELIFE HOUSING CORPORATION INC 4847 DAVID S MACK DRIVE WEST PALM BEACH FL 33417 650888855 OPERATES A SENIOR LIVING COMMUNITY WITH FULL HEALTH SERVICES. FL 501(c)(3) 10 MORSELIFE HEALTH SYSTEM INC false NEARLY NEW THRIFT SHOP OF MORSE GERIATRIC INC 4847 DAVID S MACK DRIVE WEST PALM BEACH FL 33417 592533256 RAISES FUNDS TO SUPPORT AFFILIATED TAX-EXEMPT ENTITIES. FL 501(c)(3) Type II MORSELIFE HEALTH 59-2774476 SYSTEM INC false MORSELIFE HEALTH SYSTEM INC 4847 DAVID S MACK DRIVE WEST PALM BEACH FL 33417 650018299 PROVIDES HEALTH CARE, HOUSING AND SUPPORT SERVICES TO SENIORS. FL 501(c)(3) Type III-FI NA false JOSEPH L MORSE HEALTH CENTER INC 4847 DAVID S MACK DRIVE WEST PALM BEACH FL 33417 592120896 OWNS AND OPERATES SKILLED NURSING FACILITY. FL 501(c)(3) 10 MORSELIFE HEALTH SYSTEM INC false LOLA & SAUL KRAMER SENIOR SERVICES AGENCY INC 4847 DAVID S MACK DRIVE WEST PALM BEACH FL 33417 900730105 PROVIDES HOME AND COMMUNITY-BASED SERVICES TO SENIORS FL 501(c)(3) 10 MORSELIFE HEALTH SYSTEM INC false FRIENDS OF MORSELIFE INC 4847 DAVID S MACK DRIVE WEST PALM BEACH FL 33417 650329966 RAISES FUNDS TO SUPPORT AFFILIATED TAX-EXEMPT ENTITIES. FL 501(c)(3) 7 MORSELIFE FOUNDATION INC true MORSELIFE HOME CARE INC 4847 DAVID S MACK DRIVE WEST PALM BEACH FL 33417 592753822 PROVIDES HOME HEALTH AND OTHER SERVICES TO SENIORS FL 501(c)(3) 10 MORSELIFE HEALTH SYSTEM INC false MORSELIFE HOSPICE INSTITUTE INC 4847 DAVID S MACK DRIVE WEST PALM BEACH FL 33417 800730376 PROVIDES HOSPICE AND PALLIATIVE CARE SERVICES. FL 501(c)(3) 10 MORSELIFE HOME CARE INC false NEXT GENERATIONS OF HOLOCAUST SURVIVORS INC 4847 DAVID S MACK DRIVE WEST PALM BEACH FL 33417 263902517 PROVIDES LEARNING OPPORTUNITIES THROUGH LESSONS LEARNED FROM THE HOLOCAUST. FL 501(c)(3) 10 LOLA & SAUL KRAMER SENIOR SERVICES AGENCY INC false false true false true true false false false false false true true true true true true true false true FRIENDS OF MORSELIFE INC D 841388 FAIR MARKET VALUE FRIENDS OF MORSELIFE INC B 399500 FAIR MARKET VALUE FRIENDS OF MORSELIFE INC A 273 FAIR MARKET VALUE