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Nonprofit · EIN 22-2263845

JEWISH SENIOR LIFE FOUNDATION INC

Tax-exempt · ROCHESTER, NY 14618

Financials

$3.9M$2.5M2023$6.1M$3.3M2024
Revenue Expenses · by fiscal year end
Financials of JEWISH SENIOR LIFE FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$6,088,354$3,302,460$2,785,894$63,874,325$8,418,663$55,455,662
December 31, 2023990$3,870,727$2,526,127$1,344,600$59,794,947$7,361,460$52,433,487
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$811,930
Program service revenue
$0
Investment income
$5,276,424
Net gain from sales of assets
$4,122,671
Other revenue
$0

Expenses

Grants and similar amounts paid
$2,099,246
Compensation of officers, directors and key employees
$205,425
Other salaries and wages
$201,289
Salaries, compensation and benefits (total)
$527,717
Professional fundraising fees
$0
Accounting fees
$16,800
Occupancy
$20,000
Travel
$14,030
Program services (functional)
$2,128,333
Management and general (functional)
$765,269
Fundraising (functional)
$408,858

Balance sheet and other

Total assets, start of year
$59,794,947
Total assets, end of year
$63,874,325
Total liabilities, end of year
$8,418,663
Net assets, end of year
$55,455,662
Publicly traded securities
$56,933,056
Net assets without donor restrictions
$52,657,716
Net assets with donor restrictions
$2,797,946
Gross receipts
$49,984,110
Employees
0
Volunteers
15
Year formed
1979
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 / weekCompensationOther / benefits
CARLY ZECHERSENIOR VP & CFO
Officer
40$253,268$856
THOMAS MCDADE CLAYEXECUTIVE DIRECTOR
Officer
40$162,862$11,913
JULIAN GOLDSTEINBOARD MEMBER
Trustee or director
0.3$0$0
LAURENCE KESSLERBOARD MEMBER
Trustee or director
0.3$0$0
FRAIDA LEVINSONBOARD MEMBER
Trustee or director
0.3$0$0
JOY PLOTNIKBOARD MEMBER/BOARD CHAIR
Trustee or director, Officer
0.3$0$0
RACHEL ROSENBOARD MEMBER
Trustee or director
0.3$0$0
DAVID ROSSBOARD MEMBER/BOARD SECRETARY
Trustee or director, Officer
0.3$0$0
FRAN STUDLEYBOARD MEMBER
Trustee or director
0.3$0$0
MARGOT WEINBERGBOARD MEMBER
Trustee or director
0.3$0$0
LISA AXELRODBOARD MEMBER
Trustee or director
0.3$0$0
ROBERT BAKERBOARD MEMBER/BOARD TREASURER
Trustee or director, Officer
0.3$0$0
DEBORAH GOLDMANBOARD MEMBER
Trustee or director
0.3$0$0
RICK GOLDSTEINBOARD MEMBER
Trustee or director
0.3$0$0
SUSAN HALPERNBOARD MEMBER
Trustee or director
0.3$0$0
2 more people on this return
NameTitleHours / weekCompensation
MITCHELL S NUSBAUMBOARD MEMBER
Trustee or director
0.3$0
AL KINELBOARD MEMBER
Trustee or director
30$0
990 for the year ended December 31, 2023: 18 people
NameTitleHours / weekCompensationOther / benefits
DEBORAH MCILVEENSENIOR VP & CFO UNTIL 6/23
Officer
4$570,071$960
CARLY ZECHERSENIOR VP & CFO FROM 5/23
Officer
40$191,202$839
THOMAS MCDADE CLAYEXECUTIVE DIRECTOR
Officer
40$150,299$11,379
JULIAN GOLDSTEINBOARD PRESIDENT TO 5/23/BOARD MEMBER AT 6/23
Trustee or director, Officer
0.3$0$0
LAURENCE KESSLERBOARD MEMBER
Trustee or director
0.3$0$0
FRAIDA LEVINSONBOARD MEMBER
Trustee or director
0.3$0$0
JOY PLOTNIKVP & TREAS TO 5/23/CHAIR AT 6/23
Trustee or director, Officer
0.3$0$0
RACHEL ROSENBOARD MEMBER
Trustee or director
0.3$0$0
DAVID ROSSBOARD SECRETARY
Trustee or director, Officer
0.3$0$0
FRAN STUDLEYBOARD MEMBER
Trustee or director
0.3$0$0
MARGOT WEINBERGBOARD MEMBER
Trustee or director
0.3$0$0
LISA AXELRODBOARD MEMBER
Trustee or director
0.3$0$0
ROBERT BAKERBOARD TREASURER AT 6/23
Trustee or director, Officer
0.3$0$0
DEBORAH GOLDMANBOARD MEMBER
Trustee or director
0.3$0$0
RICK GOLDSTEINBOARD MEMBER
Trustee or director
0.3$0$0
SUSAN HALPERNBOARD MEMBER
Trustee or director
0.3$0$0
MITCHELL S NUSBAUMBOARD MEMBER
Trustee or director
0.3$0$0
AL KINELBOARD MEMBER (FROM JUNE 2023)
Trustee or director
30$0$0

Address and contacts

Address (IRS master file)
2021 WINTON RD S, ROCHESTER, NY 14618-3957
Principal officer (990 for 2024)
JOY PLOTNIK, 2021 WINTON ROAD SOUTH, ROCHESTER, NY 14618
Signed the 990
CARLY ZECHER, CFO
Phone
(585) 427-7760
Return prepared by
WITHUM SMITH & BROWN PC

Mission

SEE SCHEDULE OTHE PRIMARY PURPOSE OF THE FOUNDATION IS TO GENERATE FINANCIAL SUPPORT TO SUSTAIN THE MISSION OF JEWISH SENIOR LIFE AND ITS AFFILIATES, TO ENHANCE THE LIVES OF OUR RESIDENTS, PATIENTS, AND THEIR FAMILIES.

990 for the year ended December 31, 2024

Program accomplishments

  • DISTRIBUTION TO JEWISH SENIOR LIFE, INC., A PARENT COMPANY AND 501(C)(3) ORGANIZATION, THAT PROVIDES A CONTINUUM OF LONG TERM CARE FOR THE JEWISH COMMUNITY THROUGH THE COORDINATION OF ITS AFFLIATES
    Expenses $608,599 · grants $608,599
  • DISTRIBUTION TO JEWISH HOME OF ROCHESTER, A 501 (C)(3) ORGANIZATION. JEWISH HOME OF ROCHESTER, INC. PROVIDES TRANSITIONAL CARE FOR SHORT-STAY PATIENTS RECOVERING FROM HOSPITALIZATION; MEMORY CARE FOR RESIDENTS WITH MEMORY LOSS; AND LONG-TERM CARE FOR RESIDENTS IN NEED OF 24-HOUR NURSING CARE. IN ADDITION, JEWISH HOME OF ROCHESTER, INC. ALSO PROVIDES A MEDICAL MODEL ADULT DAY CARE PROGRAM FIVE DAYS PER WEEK WHICH SERVES APPROXIMATELY 80 PEOPLE PER DAY.
    Expenses $596,467 · grants $567,380
  • DISTRIBUTION TO JEWISH HOME MODERATE HOUSING, INC., A 501(C)(3) ORGANIZATION. JEWISH HOME MODERATE HOUSING, INC. IS A NEWLY-FORMED NON-PROFIT ENTITY THAT AIMS TO PROVIDE HOUSING TO THE MODERATE INCOME SENIOR POPULATION IN AND AROUND THE ROCHESTER, NEW YORK COMMUNITY. THE ORGANIZATION WILL OPERATE RESIDENTIAL FACILITIES THAT ARE SPECIFICALLY DESIGNED TO MEET THE PHYSICAL, EMOTIONAL, RECREATIONAL, SOCIAL, RELIGIOUS AND SIMILAR NEEDS OF ITS SENIOR RESIDENTS AND WILL, ADDITIONALLY, PROVIDE ACCESS TO MEDICAL AND BEHAVIORAL PERSONNEL TO ENSURE THE HEALTH AND WELL-BEING OF THE RESIDENTS.
    Expenses $790,477 · grants $790,477
  • DISTRIBUTION TO JEWISH SENIOR LIFE COMMUNITY SERVICES INC. A SUBSIDIARY OF JEWISH SENIOR LIFE, INC. AND A 501(C)(3) ORGANIZATION, THAT PROVIDES A DAY RETREAT FOR THOSE WITH EARLY-TO-MILD STAGE ALZHEIMER'S DISEASE.
    Expenses $132,790 · grants $132,790

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
22-2263845
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
1979
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$63,874,325
Income (IRS master file)
$49,984,110

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$6,088,354$3,302,460$63,874,325IRS
990December 2023$3,870,727$2,526,127$59,794,947XML
990December 2022$3,425,495$2,827,731$52,120,378IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––IRS
990December 2017–––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 22-2263845).

Questions about JEWISH SENIOR LIFE FOUNDATION INC

What is the EIN of JEWISH SENIOR LIFE FOUNDATION INC?
The employer identification number (EIN) of JEWISH SENIOR LIFE FOUNDATION INC is 22-2263845.
Is JEWISH SENIOR LIFE FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1979.
Are donations to JEWISH SENIOR LIFE FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does JEWISH SENIOR LIFE FOUNDATION INC 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 JEWISH SENIOR LIFE FOUNDATION INC 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 JEWISH SENIOR LIFE FOUNDATION INC 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 JEWISH SENIOR LIFE FOUNDATION INC?
The 990 for the year ended December 31, 2024 names JOY PLOTNIK.
Who are the officers and directors of JEWISH SENIOR LIFE FOUNDATION INC?
The 990 for the year ended December 31, 2024 lists 17 people; 2 received compensation from the organization, the highest $253,268 (CARLY ZECHER, SENIOR VP & CFO).
How much revenue does JEWISH SENIOR LIFE FOUNDATION INC have?
On its 990 for the year ended December 31, 2024 it reported revenue of $6,088,354, expenses of $3,302,460 and total assets of $63,874,325 at year end.

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