2019-11-13T14:50:40-06:00 2018-12-31 221478099 COHNREZNICK LLP 1301 AVENUE OF THE AMERICAS NEW YORK NY 10019 990 2018-01-01 133603516 FUND FOR THE AGED INC FUND 2128705000 120 WEST 106TH ST NEW YORK NY 10025 JEFFREY FARBER MD PRESIDENT/CEO 2128705000 2019-11-08 1 LORI ROTHE YOKOBOSKY CPA P01273422 2122970400 2019-10-31 209.59.242.22 2019-11-08 08:50:18 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 F9BA0E82A6D947CC92540FBC56E8B73643681DA5 2018 2020-03-31 21:24:44Z JEFFREY FARBER MD 120 WEST 106TH ST NEW YORK NY 10025 37018784 0 X WWW.JEWISHHOME.ORG X 1991 NY OUR MISSION IS TO EMPOWER OLDER ADULTS TO ENHANCE PURPOSE AND WELL-BEING THROUGH A PORTFOLIO OF INNOVATIVE HEALTH CARE SERVICES. 8 7 18 6 0 0 3789680 3640880 0 0 5490486 5399562 -147333 -310895 9132833 8729547 10637232 10996192 0 0 1635156 2533045 90004 0 3414080 2628791 1823541 14991183 15352778 -5858350 -6623231 131631013 126415205 1328164 6832877 130302849 119582328 OUR MISSION IS TO EMPOWER OLDER ADULTS TO ENHANCE PURPOSE AND WELL-BEING THROUGH A PORTFOLIO OF INNOVATIVE HEALTH CARE SERVICES. 0 0 10996192 10996192 0 THE FOUNDATION CREATES MEANINGFUL PHILANTHROPIC PARTNERSHIPS WITH INDIVIDUAL DONORS, FOUNDATIONS, CORPORATIONS, AND AGENCIES. DONATIONS FUND A WIDE ARRAY OF PROGRAMS INCLUDING BUT NOT LIMITED TO PALLIATIVE CARE, VOLUNTEER SUPPORT, INTERGENERATIONAL YOUTH PROGRAMS, TECHNOLOGY INITIATIVES, DINNING ASSISTANCE, AND RELIGIOUS LIFE PROGRAMMING. 10996192 1 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 0 0 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 31 0 1 18 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 8 7 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 1 0 0 0 NY X JEFFREY FARBER 2128705000 120 WEST 106TH ST NEW YORK NY 10025 ALAN ALTSCHULER TREASURER 0.20 X X 0 0 0 AUDREY S WEINER OUTGOING PRESIDENT/CEO 0.64 36.68 X X 0 667181 35552 DAVID A JONES CHAIRMAN 0.20 X X 0 0 0 ELIZABETH GRAYER DIRECTOR 0.20 3.20 X 0 0 0 FRED M LOWENFELS DIRECTOR 0.20 X 0 0 0 GENE D RESNICK MD VICE PRESDIENT 0.20 X X 0 0 0 JEFFREY I FARBER MD PRESIDENT & CEO 0.64 36.68 X X 0 686899 62119 MICHAEL LUSKIN DIRECTOR 0.20 3.40 X 0 0 0 STANLEY H PANTOWICH SECRETARY 0.20 X X 0 0 0 ELLIOT J HAGLER OUTGOING CFO 0.64 36.68 X 0 372837 33736 JACOB VICTORY COO 0.64 36.68 X 0 348881 28576 DOUGLAS JAMES HAMILTON DIRECTOR OF MAJOR GIFTS 35.00 X 149735 0 32603 ELENA QUEVEDO OUTGOING SENIOR VP ADVANCEMENT 35.00 X 323996 0 30934 JAMES DALE DIRECTOR, MARKETING AND COMM. 35.00 X 143519 0 13978 617250 2075798 237498 3 0 1 0 MANATT PHELPS & PHILLIPS LLP 11355 W OLYMPIC BLVD LOS ANGELES CA 90064 CONSULTING SERVICES 151791 CORE Z OPERATIONS LLC 1450 BROADWAY 40TH FLOOR NEW YORK NY 10018 CONSULTING SERVICES 150580 2 1068731 2572149 3640880 2736977 2736977 30565627 27903042 2662585 2662585 2662585 75300 1068731 386195 -310895 -310895 8729547 0 0 5088667 10996192 10996192 2140001 2140001 69711 69711 172447 172447 150886 150886 291372 291372 10515 10515 404350 404350 182737 182737 63775 63775 34986 34986 110148 110148 21430 21430 10694 10694 19 19 5174 5174 HOME OFFICE TRANSFERS 538156 538156 BAD DEBTS 78499 78499 FOOD 32745 32745 SUPPLIES 17087 17087 21854 21854 15352778 10996192 942506 3414080 1454004 462163 2530000 1621960 4548489 3921426 43594 52944 37729 22655 15399 15074 86352997 78174697 36365006 41845417 321524 321524 131631013 126415205 356774 434163 971390 6398714 1328164 6832877 X 80883665 77058441 43887747 36976924 5531437 5546963 130302849 119582328 131631013 126415205 -6623231 -4097290 0 X X 0 1 X 1 0 X 7357370 8227333 3932053 3789680 3640880 26947316 7357370 8227333 3932053 3789680 3640880 26947316 2002472 24944844 1343725 874398 1083905 2646269 2736977 8685274 111999 107250 102750 64200 75300 461499 36094089 0.69110 0.72360 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: FUNDRAISING - 2014 AMOUNT: $ 111,999. 2015 AMOUNT: $ 107,250. 2016 AMOUNT: $ 102,750. 2017 AMOUNT: $ 64,200. 2018 AMOUNT: $ 75,300. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8840057 15526 -813285 803975 7238323 7899094 14223 1364261 437521 8840057 7822829 3600 160189 -87524 7899094 8227073 11111 -222451 192793 7822829 6835456 30256 1497678 136317 8227073 0.76630 0.23370 0 0 37729 22655 15074 15074 LIMITED LIABILITY COMPANY 29534664 F CORPORATE AND FOREIGN BONDS 3560382 F LIMITED PARTNERSHIP 4942636 F LIMITED COMPANIES 3807735 F 41845417 DUE TO AFFILIATES 6199231 ANNUITY OBLIGATIONS 133883 PENSION PAYABLE 65600 6398714 X 4220151 -4097290 -7756 -4105046 8325197 404350 404350 8729547 14940672 0 14940672 404350 7756 412106 15352778 PART X, LINE 2: THE FOUNDATION HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PERIODS ENDED DECEMBER 31, 2015 AND SUBSEQUENT REMAIN SUBJECT TO EXAMINATION BY APPLICABLE TAXING AUTHORITIES. MANAGEMENT CONTINUALLY EVALUATES EXPIRING STATUTES OF LIMITATIONS, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAW AND NEW AUTHORITATIVE RULINGS. IF APPLICABLE, THE FOUNDATION WOULD RECOGNIZE INTEREST AND PENALTIES ASSOCIATED WITH TAX MATTERS AS PART OF GENERAL AND ADMINISTRATIVE EXPENSES IN THE CONSOLIDATED STATEMENT OF ACTIVITIES AND INCLUDE ACCRUED INTEREST AND PENALTIES IN ACCRUED EXPENSES IN THE CONSOLIDATED STATEMENT OF FINANCIAL POSITION. PART XI, LINE 2D - OTHER ADJUSTMENTS: INDIRECT FUNDRAISING EXPENSE -7,756. PART XII, LINE 4B - OTHER ADJUSTMENTS: INDIRECT FUNDRAISING EXPENSE 7,756. CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, INVESTMENT 37733408 0 0 0 0 0 0 37733408 0 37733408 0 0 0 0 0 0 X X X X X X 1 NY GALA 1144031 1068731 75300 386195 1144031 1068731 75300 386195 386195 -310895 1 JEWISH HOME LIFECARE COMMUNITY SERVICES 120 WEST 106TH ST NEW YORK NY 10025 270158524 501(C)(3) 33174 UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATIONS MISSION JEWISH HOME LIFECARE MANHATTAN 120 WEST 106TH ST NEW YORK NY 10025 131624033 501(C)(3) 4145939 UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATIONS MISSION JEWISH HOME LIFECARE SARAH NEUMAN CENTER 120 WEST 106TH ST NEW YORK NY 10025 133620568 501(C)(3) 5183905 UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATIONS MISSION KITTAY HOUSE 120 WEST 106TH ST NEW YORK NY 10025 132619576 501(C)(3) 58000 UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATIONS MISSION HARRY AND JEANETTE WEINBERG GARDENS HOUSING DEVELOPMENT FUND CO INC 120 W 106TH ST NEW YORK NY 100253923 133865179 501(C)(3) 8912 UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATIONS MISSION HARRY & JEANETTE WEINBERG RIVERDALE HOUSING DEVELOPMENT FUND CO INC 120 WEST 106TH ST NEW YORK NY 10025 133865179 501(C)(3) 7612 UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATIONS MISSION JEWISH HOME LIFECARE UNIVERSITY AVENUE ASSISTED LIVING INC 120 WEST 106TH ST NEW YORK NY 10025 273960910 501(C)(3) 4812 UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATIONS MISSION KENNETH GLADSTONE BUILDING HOUSING INC DEVELOPMENT FUND COMPANY INC 120 WEST 106TH ST NEW YORK NY 10025 134078893 501(C)(3) 7599 UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATIONS MISSION 8 PART I, LINE 2: FUND FOR THE AGED INC. PROVIDES RESOURCES TO THE CONSTITUENT SYSTEM ENTITIES AND OTHER ORGANIZATIONS THAT PROVIDE MULTIFACETED GERIATRIC SERVICES IN THE NEW YORK METROPOLITAN AREA. THE SERVICES PROVIDED BY THESE CONSTITUENT ENTITIES ARE SET FORTH IN AN ANNUAL REPORT THAT PROVIDES AN INTEGRATED OVERVIEW, AS WELL AS A DETAILED REPORT ON THE SPECIFIC SERVICES AND ACHIEVEMENTS OF EACH SUCH ENTITY. THE ORGANIZATION MONITORS THE GRANTS THROUGH SET BUDGETS FOR THE DEPARTMENTS IN THE RELATED ORGANIZATIONS AND REVIEW THE EXPENSES AGAINST THE BUDGET ON A MONTHLY BASIS. 1 1 0 0 0 0 0 1 0 AUDREY S WEINER OUTGOING PRESIDENT/CEO 0 660323 0 0 0 6858 0 19937 0 15615 0 702733 0 0 JEFFREY I FARBER MD PRESIDENT & CEO 0 686089 0 0 0 810 0 19937 0 42182 0 749018 0 0 ELLIOT J HAGLER OUTGOING CFO 0 370515 0 0 0 2322 0 19937 0 13799 0 406573 0 0 JACOB VICTORY COO 0 348071 0 0 0 810 0 19937 0 8639 0 377457 0 0 DOUGLAS JAMES HAMILTON DIRECTOR OF MAJOR GIFTS 138445 0 10000 0 1290 0 0 0 32603 0 182338 0 0 0 ELENA QUEVEDO OUTGOING SENIOR VP ADVANCEMENT 247954 0 0 0 76042 0 18439 0 12495 0 354930 0 0 0 JAMES DALE DIRECTOR, MARKETING AND COMM. 143069 0 0 0 450 0 0 0 13978 0 157497 0 0 0 PART I, LINES 4A-B ELENA QUEVEDO RECEIVED A SEVERANCE OF $75000 PART I, LINE 7 THE BONUSES ARE BASED UPON EMPLOYEES ACHIEVING GOALS SET AT THE BEGINNING OF THE YEAR. THE BONUS IS RECOMMENDED TO THE COMPENSATION COMMITTEE CHAIRED BY THE CHAIR OF THE BOARD OF DIRECTORS OF THE NEW JEWISH HOME. FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER OF THE ORGNAIZATION IS JEWISH HOME LIFECARE, A NEW YORK NOT-FOR-PROFIT. FORM 990, PART VI, SECTION A, LINE 7A JEWISH HOME LIFECARE MAY ELECT ONE OR MORE MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE COMPLETED RETURN IS REVIEWED BY MANAGEMENT. ANY COMMENTS ARISING FROM THE REVIEW ARE DISCUSSED AND IF REQUIRED, CHANGES ARE MADE. THE DRAFT IS SUBMITTED TO THE AUDIT AND COMPLIANCE COMMITTEE OF THE NEW JEWISH HOME AND SUBSIDIARIES FOR ITS REVIEW AND APPROVAL. ONCE THE AUDIT AND COMPLIANCE COMMITTEE COMPLETE ITS REVIEW, A COPY OF THE DRAFT RETURN WAS PROVIDED TO ALL BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY ALL BOARD MEMBERS, OFFICER, AND KEY EMPLOYEES ARE PROVIDED A COPY OF THE CONFLICT OF INTEREST POLICY AND ARE ASKED TO REVIEW THE POLICY AND DISCLOSE ANY POTENTIAL OR ACTUAL CONFLICTS OF INTEREST THAT MADE HAVE OCCURRED SINCE THE LAST DISCLOSURE. THE AUDIT AND COMPLIANCE COMMITTEE OF THE BOARD REVIEWS THE DISCLOSURES AS SUMMARIZED BY THE COMPLIANCE DEPARTMENT. ALL IDENTIFIED CONFLICTS OF INTEREST ARE DISCUSSED AND EITHER APPROVED OR REJECTED BY THE BOARD. IF THE BOARD OF DIRECTORS OR THE GOVERNANCE COMMITTEE DETERMINES THAT A CONFLICT OF INTEREST EXISTS, THE DIRECTOR WITH THE CONFLICT MAY NOT TAKE PART IN THE DISCUSSION PROCESS TO WHICH THE CONFLICT RELATES. SUCH DISCLOSURE AND THE FACT THAT THE DIRECTOR DID NOT VOTE OR PARTICIPATE IN THE DELIBERATIONS IS RECORDED IN THE RELEVANT MINUTES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ALL DOCUMENTS AVAILABLE UPON REQUEST FORM 990, PART XII, LINE 2C: THE AUDIT AND COMPLIANCE COMMITTEE OF THE ORGANIZATION HAS THE OVERSIGHT RESPONSIBILITY FOR THE AUDIT OF THE ORGANIZATION'S FINANCIAL STATEMENTS AS PART OF THE FINANCIAL STATEMENT AUDIT PROCESS, THE AUDIT AND COMPLIANCE COMMITTEE IS RESPONSIBLE TO 1 SELECT THE INDEPENDENT AUDIT FIRM 2 REVIEW AND APPROVE AUDIT SCOPE AND FEES 3 OVERSEE THE FINANCIAL REPORTING PROCESS 4 ENSURE OPEN COMMUNICATIONS BETWEEN MANAGEMENT, AUDIT FIRM, AND THE AUDIT AND COMPLIANCE COMMITTEE 5 REVIEW OF INDEPENDENT AUDIT FIRM'S ANNUAL PERFORMANCE 6 MEET IN EXECUTIVE SESSION (ABSENT MANAGEMENT) WITH THE AUDIT FIRM TO DISCUSS ANY POTENTIAL CONCERNS WITH MANAGEMENT'S PERFORMANCE. FUND FOR THE AGED HOLDING LLC 120 WEST 106TH ST NEW YORK NY 10025 OWNS PROPERTY OF TWO DELAWARE LLC'S NY 0 0 FUND FOR THE AGED 156 WEST 106TH STREET 120 WEST 106TH ST NEW YORK NY 10025 270308650 HEALTH SERVICES NY 501(C)(3) LINE 10 JEWISH HOME LIFECARE 0 GERIATRIC CAREER DEVELOPMENT PROGRAM INC 120 WEST 106TH ST NEW YORK NY 10025 462452619 HEALTH SERVICES NY 501(C)(3) LINE 10 JEWISH HOME LIFECARE 0 HARRY & JEANETTE WEINBERG GARDENS HDFC 120 WEST 106TH ST NEW YORK NY 10025 204981328 AFFORDABLE HOUSING NY 501(C)(3) LINE 10 JEWISH HOME LIFECARE HARRY & JEANETTE WEINBERG BRONX 0 HARRY & JEANETTE WEINBERG RIVERDALE HDFC 120 WEST 106TH ST NEW YORK NY 10025 133865179 AFFORDABLE HOUSING NY 501(C)(3) LINE 10 JEWISH HOME LIFECARE HARRY & JEANETTE WEINBERG BRONX 0 JEWISH HOME LIFECARE 120 WEST 106TH ST NEW YORK NY 10025 133267073 HEALTH SERVICES NY 501(C)(3) LINE 10 N/A 0 JEWISH HOME LIFECARE COMMUNITY SERVICES 120 WEST 106TH ST NEW YORK NY 10025 270158524 HOME HEALTH AGENCY NY 501(C)(3) LINE 10 JEWISH HOME LIFECARE 0 JEWISH HOME LIFECARE HARRY & JEANETTE WEINBERG BRONX 120 WEST 106TH ST NEW YORK NY 10025 237071900 HEALTH SERVICES NY 501(C)(3) LINE 10 JEWISH HOME LIFECARE 0 JEWISH HOME LIFECARE MANHATTAN 120 WEST 106TH ST NEW YORK NY 10025 131624033 HEALTH SERVICES NY 501(C)(3) LINE 10 JEWISH HOME LIFECARE 0 JEWISH HOME LIFECARE SARAH NEUMAN CENTER 120 WEST 106TH ST NEW YORK NY 10025 133620568 HEALTH SERVICES NY 501(C)(3) LINE 10 JEWISH HOME LIFECARE HARRY & JEANETTE WEINBERG BRONX 0 JEWISH HOME LIFECARE UNIVERSITY AVE ASSISTED LIVING 120 WEST 106TH ST NEW YORK NY 10025 273960910 ASSISTED LIVING NY 501(C)(3) LINE 10 JEWISH HOME LIFECARE 0 KENNETH GLADSTONE BUILDING HDFC 120 WEST 106TH ST NEW YORK NY 10025 134078893 AFFORDABLE HOUSING NY 501(C)(3) LINE 10 JEWISH HOME LIFECARE HARRY & JEANETTE WEINBERG BRONX 0 KITTAY HOUSE 120 WEST 106TH ST NEW YORK NY 10025 132619576 AFFORDABLE HOUSING NY 501(C)(3) LINE 10 JEWISH HOME LIFECARE 0 JEWISH HOME LIFECARE HOME ASSISTANCE PERSONNELL INC 120 WEST 106TH STREET NEW YORK NY 10025 133267068 PERSONAL CARE WORKER NY N/A C 0 JEWISH HOME LIFECARE SPECTRUM SERVICES 120 WEST 106TH STREET NEW YORK NY 10025 453563804 PERSONAL CARE WORKER NY N/A C 0 2614 KINGSBRIDGE CORP 120 WEST 106TH STREET NEW YORK NY 10025 132749776 PARKING GARAGE NY N/A C 0 102 WEST 107TH STREET CORPORATION 120 WEST 106TH STREET NEW YORK NY 10025 132760057 PARKING GARAGE NY N/A C 0 JEWISH HOME LIFECARE MANAGEMENT LLC 120 WEST 106TH STREET NEW YORK NY 10025 320359277 PERSONAL CARE WORKER NY N/A C 0 JHHA MEDICAL GROUP PC 120 WEST 106TH STREET NEW YORK NY 10025 133364558 HEALTH SERVICES NY N/A C 0 0 1 0 1 0 0 0 0 0 0 1 1 0 1 1 1 0 0 0