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Nonprofit · EIN 11-1630753

METROPOLITAN JEWISH HEALTH SYSTEM FOUNDATION

Tax-exempt · NEW YORK, NY 10041

Financials

$6.6M$4.2M2023$9.9M$4.5M2024
Revenue Expenses · by fiscal year end
Financials of METROPOLITAN JEWISH HEALTH SYSTEM FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$9,931,677$4,497,990$5,433,687$131,380,232$938,908$130,441,324
December 31, 2023990$6,639,949$4,152,127$2,487,822$123,051,181$1,169,327$121,881,854
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$2,603,878
Program service revenue
$0
Investment income
$7,389,374
Net gain from sales of assets
$4,749,990
Net income from fundraising events
-$61,575
Other revenue
-$61,575

Expenses

Grants and similar amounts paid
$2,829,498
Compensation of officers, directors and key employees
$470,612
Other salaries and wages
$564,918
Salaries, compensation and benefits (total)
$1,209,402
Professional fundraising fees
$0
Legal fees
$4,146
Accounting fees
$25,750
Occupancy
$137,182
Travel
$6,381
Depreciation
$124
Program services (functional)
$2,829,498
Management and general (functional)
$616,998
Fundraising (functional)
$1,051,494

Balance sheet and other

Total assets, start of year
$123,051,181
Total assets, end of year
$131,380,232
Total liabilities, end of year
$938,908
Net assets, end of year
$130,441,324
Publicly traded securities
$99,215,715
Net assets without donor restrictions
$130,281,774
Net assets with donor restrictions
$159,550
Gross unrelated business income
$26,540
Gross receipts
$530,843,258
Employees
8
Volunteers
44
Year formed
1998
State of legal domicile
NY

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
DAVID WAGNERCEO, PRESIDENT
Trustee or director, Officer
2.53$0$1,508,391$147,574
DAVID KOSCHITZKICHIEF FINANCIAL OFFICER
Officer
0.53$0$727,248$136,046
CHRISTINA VAN VORTASSISTANT SECRETARY
Officer
0.53$0$738,027$90,830
LINDA SCHUR-SCALETTARCHIEF DEV OFF (TERMED 7/1/24)
Key employee
35$210,001$0$56,742
JESSICA LAUFERSR DIRECTOR OF DEV (EFF 7/24)
Key employee
35$168,943$0$34,926
Chinwe EgonuDIRECTOR OF FDN. OPERATIONS
Highest-paid employee
35$130,207$0$66,749
STEVEN TOPALCHAIR
Trustee or director, Officer
0.5$0$0$0
RONALD MILCHVICE CHAIR
Trustee or director, Officer
0.5$0$0$0
ARTHUR GOSHINSECRETARY/TREASURER
Trustee or director, Officer
0.5$0$0$0
ALEXANDER BALKODIRECTOR
Trustee or director
0.5$0$0$0
BURTON ESRIGDIRECTOR
Trustee or director
0.5$0$0$0
ELI FELDMANDIRECTOR
Trustee or director
0.5$0$0$0
BRADLEY FLUEGELDIRECTOR
Trustee or director
0.5$0$0$0
DANIELLE ROLLMANNDIRECTOR
Trustee or director
0.5$0$0$0
JAY TALBOTDIRECTOR
Trustee or director
0.5$0$0$0
990 for the year ended December 31, 2023: 14 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
DAVID WAGNERCFO, PRESIDENT
Trustee or director, Officer
2.96$0$1,346,372$138,798
DAVID KOSCHITZKICHIEF FINANCIAL OFFICER
Officer
0.53$0$696,333$124,203
CHRISTINA VAN VORTASSISTANT SECRETARY
Officer
0.53$0$680,101$87,581
LINDA SCHUR-SCALETTARCHIEF DEVELOPMENT OFFICER
Key employee
35$329,646$0$83,635
Chinwe EgonuDIRECTOR OF FDN. OPERATIONS
Highest-paid employee
35$123,719$0$59,801
JESSICA LAUFERDIRECTOR OF DEVELOPMENT
Highest-paid employee
35$117,587$0$12,313
BURTON ESRIGCHAIR
Trustee or director, Officer
0.5$0$0$0
STEVEN TOPALVICE CHAIR
Trustee or director, Officer
0.5$0$0$0
ARTHUR GOSHINSECRETARY/TREASURER
Trustee or director, Officer
0.5$0$0$0
ALEXANDER BALKODIRECTOR
Trustee or director
0.5$0$0$0
ELI S FELDMANDIRECTOR
Trustee or director
0.5$0$0$0
RONALD MILCHDIRECTOR
Trustee or director
0.5$0$0$0
DANIELLE ROLLMANNDIRECTOR
Trustee or director
0.5$0$0$0
JAY TALBOTDIRECTOR
Trustee or director
0.5$0$0$0

Address and contacts

Address (IRS master file)
55 WATER ST 46TH FLOOR, NEW YORK, NY 10041-3211
In care of
% DAVID KOSCHITZKI
Principal officer (990 for 2024)
DAVID WAGNER, 55 WATER ST 46th FLOOR, NEW YORK, NY 10041
Signed the 990
DAVID WAGNER, CEO, PRESIDENT
Phone
(718) 491-7208
Return prepared by
WithumSmithBrown PC

Mission

OPERATING UNDER THE NAME MJHS FOUNDATION, THE MISSION OF THIS PHILANTHROPIC ORGANIZATION IS TO RAISE THE FUNDS NECESSARY TO SUPPORT THE CHARITABLE HEALTH CARE EFFORTS OF THE ORGANIZATIONS WITHIN THE MJHS HEALTH SYSTEM FAMILY. WITH ROOTS DATING BACK TO 1907, WHEN THE FOUR BROOKLYN LADIES ESTABLISHED THE CHARITABLE NOT-FOR-PROFIT, MJHS HAS A LONG TRADITION OF PROVIDING CARE FOR FRAIL, ELDERLY AND AT-RISK MEMBERS OF THE COMMUNITY. GUIDED BY OUR FOUNDING CORE VALUES OF COMPASSION, DIGNITY AND RESPECT, TODAY MJHS FOUNDATION SUPPORTS PROGRAMS AND SERVICES FOR PEOPLE OF ALL RELIGIOUS, CULTURAL AND ECONOMIC BACKGROUNDS AS WELL AS GENDER IDENITY, SEXUAL ORIENTATION AND MILITARY STATUS.

990 for the year ended December 31, 2024

Program accomplishments

  • OPERATING UNDER THE NAME MJHS FOUNDATION, THE ORGANIZATION CONTINUES TO DELIVER ON ITS PHILANTHROPIC ROOTS WHICH DATE BACK TO 1907 WHEN THE FOUR BROOKLYN LADIES ESTABLISHED THE CHARITABLE NOT-FOR-PROFIT TO CARE FOR THE FRAIL ELDERLY IN THE COMMUNITY. MJHS FOUNDATION IS COMMITTED TO RAISING THE FUNDS NECESSARY TO OFFSET THE COSTS OF HEALTH AND HEALTH-RELATED PROGRAMS AND SERVICES OFFERED BY THE ORGANIZATIONS WITHIN THE MJHS HEALTH SYSTEM FAMILY THAT ARE NOT COVERED OR FULLY REIMBURSED BY GOVERNMENT PROGRAMS OR PRIVATE INSURANCE. TODAY, THE ORGANIZATIONS WITHIN THE MJHS HEALTH SYSTEM FAMILY PROVIDE HOSPICE AND PALLIATIVE CARE FOR ADULTS AND CHILDREN, TWO SKILLED CENTERS FOR REHABILITATION AND NURSING CARE, HOME CARE AS WELL AS ADDITIONAL PROGRAMS FOR PEOPLE OF ALL ECONOMIC, RELIGIOUS AND CULTURAL BACKGROUNDS AS WELL AS GENDER IDENTITY, SEXUAL ORIENTATION AND MILITARY STATUS. MJHS FOUNDATION ALSO PROVIDES SEED MONEY TO ORGANIZATIONS WITHIN THE MJHS HEALTH SYSTEM FAMILY FOR RESEARCH AND INNOVATION DESIGNED TO IMPROVE PATIENT CARE AND HEALTH OUTCOMES WHILE MANAGING COSTS. FUNDING COMES FROM GRATEFUL FAMILIES, GRANTS, CORPORATE AND PRIVATE DONORS AS WELL AS LEADERSHIP AND STAFF.
    Expenses $2,829,498 · grants $2,829,498

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
11-1630753
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1941
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Health care (E122)
Assets (IRS master file)
$131,380,232
Income (IRS master file)
$530,843,258

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$9,931,677$4,497,990$131,380,232IRS
990-TDecember 2024–––IRS
990December 2023$6,639,949$4,152,127$123,051,181XML
990-TDecember 2023–––IRS
990December 2022$2,313,240$4,292,732$112,014,873IRS
990-TDecember 2022–––IRS
990December 2021–––IRS
990-TDecember 2021–––IRS
990December 2020–––IRS
990-TDecember 2020–––IRS
990December 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 11-1630753).

Questions about METROPOLITAN JEWISH HEALTH SYSTEM FOUNDATION

What is the EIN of METROPOLITAN JEWISH HEALTH SYSTEM FOUNDATION?
The employer identification number (EIN) of METROPOLITAN JEWISH HEALTH SYSTEM FOUNDATION is 11-1630753.
Is METROPOLITAN JEWISH HEALTH SYSTEM FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1941.
Are donations to METROPOLITAN JEWISH HEALTH SYSTEM FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does METROPOLITAN JEWISH HEALTH SYSTEM FOUNDATION file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of METROPOLITAN JEWISH HEALTH SYSTEM FOUNDATION due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did METROPOLITAN JEWISH HEALTH SYSTEM FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of METROPOLITAN JEWISH HEALTH SYSTEM FOUNDATION?
The 990 for the year ended December 31, 2024 names DAVID WAGNER.
Who are the officers and directors of METROPOLITAN JEWISH HEALTH SYSTEM FOUNDATION?
The 990 for the year ended December 31, 2024 lists 15 people; 3 received compensation from the organization.
How much revenue does METROPOLITAN JEWISH HEALTH SYSTEM FOUNDATION have?
On its 990 for the year ended December 31, 2024 it reported revenue of $9,931,677, expenses of $4,497,990 and total assets of $131,380,232 at year end.

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