2016-02-22T12:57:20-06:00 2015-05-31 381357951 PLANTE & MORAN PLLC PO BOX 307 SOUTHFIELD MI 480370307 990 2014-06-01 382710545 JEWISH HOME SERVICES INC JEWI 2489674240 15000 WEST TEN MILE ROAD OAK PARK MI 48237 NANCY S HEINRICH MANAGING DIRECTOR 2489674240 2016-02-13 1 TINA M PETERS CPA P00904574 2483522500 2014 2016-08-17 19:52:53Z JEWISH SENIOR LIFE SERVICES NANCY S HEINRICH 15000 WEST TEN MILE ROAD OAK PARK MI 48237 8628334 0 X WWW.JSLMI.ORG X 1986 MI SERVICES TO SUPPORT OLDER ADULTS IN THE METROPOLITAN DETROIT AREA. INCLUDES A DAY PROGRAM FOR MEMORY IMPAIRED CLEINTS AND IN-HOME SUPPORT SERVICES. 29 29 0 46 0 0 2948533 2649176 4402569 5642594 2875 11564 36687 325000 7390664 8628334 399975 0 0 0 2706353 5114069 0 0 0 3809972 3448366 6916300 8562435 474364 65899 2117758 629812 1860512 310366 257246 319446 X JEWISH SENIOR LIFE OF METROPOLITAN DETROIT IS DEDICATED TO ENHANCING THE QUALITY OF LIFE FOR OLDER ADULTS OF THE METROPOLITAN DETROIT JEWISH COMMUNITY THROUGH THE PROVISION OF PERSONALIZED HIGH QUALITY PROGRAMS AND SERVICES THAT SUPPORT THE AGING WITH DIGNITY AND CHOICE, TO MAXIMIZE INDEPENDENCE AND EMBRACE JEWISH VALUES. 0 0 6841057 0 5967594 SERVICES TO SUPPORT OLDER ADULTS IN THE METROPOLITAN DETROIT AREA, INCLUDING A DAY PROGRAM FOR MEMORY IMPAIRED CLIENTS AND IN-HOME SUPPORT SERVICES. 6841057 1 1 0 0 0 0 0 0 0 1 1 1 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 1 1 0 0 1 69 0 1 0 0 0 0 0 0 0 0 0 0 0 X 29 29 1 0 0 0 1 1 0 1 1 0 0 0 1 1 1 1 1 0 0 0 MI X NANCY S HEINRICH 2489674240 15000 W TEN MILE RD OAK PARK MI 48237 MATTHEW LESTER PRESIDENT 1.00 8.00 X X 0 0 0 NANCY SIEGEL HEINRICH IMMEDIATE PAST PRESIDENT 1.00 8.00 X X 0 0 0 ROBIN KAUFMAN TREPECK VICE PRESIDENT 1.00 8.00 X X 0 0 0 LOWELL SALESIN VICE PRESIDENT 1.00 8.00 X X 0 0 0 JEFFREY FLEISCHMAN SECRETARY 1.00 8.00 X X 0 0 0 ELI A SCHERR TREASURER 1.00 8.00 X X 0 0 0 FREDERICK BLECHMAN EXECUTIVE COMMITTEE CHAIR 1.00 8.00 X 0 0 0 ELAINE J BERESH DIRECTOR 1.00 8.00 X 0 0 0 NANCY SOLWAY DIRECTOR 1.00 8.00 X 0 0 0 RICHARD BRODER DIRECTOR 1.00 8.00 X 0 0 0 MOLLY CHERNOW DIRECTOR 1.00 8.00 X 0 0 0 LEO EISENBERG DIRECTOR 1.00 8.00 X 0 0 0 MICHAEL EIZELMAN DIRECTOR 1.00 8.00 X 0 0 0 CAROL WEINTRAUB FOGEL DIRECTOR 1.00 8.00 X 0 0 0 NEIL GOROSH DIRECTOR 1.00 8.00 X 0 0 0 SUSAN HAROLD DIRECTOR 1.00 8.00 X 0 0 0 MARK HAUSER DIRECTOR 1.00 8.00 X 0 0 0 JASON HIRSCH DIRECTOR 1.00 8.00 X 0 0 0 MARK KOWALSKY DIRECTOR 1.00 8.00 X 0 0 0 DEBORAH ROSENTHAL DIRECTOR 1.00 8.00 X 0 0 0 LEA LUGER DIRECTOR 1.00 8.00 X 0 0 0 STEPHEN SWARTZ DIRECTOR 1.00 8.00 X 0 0 0 CINDY SCHWARTZ DIRECTOR 1.00 8.00 X 0 0 0 DAVID SCHWARTZENFELD DIRECTOR 1.00 8.00 X 0 0 0 HOWARD TAPPER DIRECTOR 1.00 8.00 X 0 0 0 KEN GOSS DIRECTOR 1.00 8.00 X 0 0 0 YUDI ROSENZWEIG DIRECTOR 1.00 8.00 X 0 0 0 CHARLES SCHWARTZ DIRECTOR 1.00 8.00 X 0 0 0 LAURENCE S TISDALE DIRECTOR 1.00 8.00 X 0 0 0 ROCHELLE UPFAL CEO 3.80 33.70 X 0 184588 24802 BARBRA GILES ASSOCIATE DIRECTOR 3.80 33.70 X 0 88573 20395 DIANE ACKERMAN ASSOCIATE DIR. OF RESIDENTIAL COMM 3.80 33.70 X 0 46527 11471 JENNIE KLEPINGER CFO 3.80 33.70 X 0 90032 7126 CAROL ROSENBERG FORMER DIRECTOR/CONSULTANT 0.00 37.50 X 0 156989 5080 0 566709 68874 0 1 1 0 G FISHER CONSTRUCTION COMPANY 31313 NORTHWESTERN HWY SUITE 206 FARMINGTON HILLS MI 48334 CONSTRUCTION 283644 CAROL ROSENBERG 2270 CHALGROVE TROY MI 48098 CONSULTING SERVICES 161081 CCRC HOSPITALITY LLC 2164 DUNE DRIVE AVALON NJ 08202 CONSULTING SERVICES 130104 PLANTE & MORAN PLLC 16060 COLLECTIONS CENTER DR CHICAGO IL 60693 ACCOUNTING 126482 APPLEBAUM CAMPUS 29100 NORTHWESTERN HWY SUITE 200 SOUTHFIELD MI 48304 LANDSCAPING 117252 7 1253869 1395307 2649176 RENT AND OTHER PROGRAM 623990 4249821 4249821 MANAGEMENT FEE 623990 1392773 1392773 5642594 11564 11564 MISCELLANEOUS INCOME 623990 325000 325000 325000 8628334 5967594 0 11564 3884096 3048089 836007 100363 76800 23563 801347 652035 149312 328263 265083 63180 8459 8459 16427 16427 590197 288954 301243 51831 32916 18915 102941 58481 44460 49230 42730 6500 121788 7588 114200 21616 18699 2917 22617 19383 3234 FOOD 1779298 1775978 3320 SUPPLIES 344536 340000 4536 REPAIRS 127178 100961 26217 ACTIVITIES 78949 11731 67218 133299 101629 31670 8562435 6841057 1721378 0 86520 30983 1622972 286600 17357 12475 240750 178991 83376 61759 241836 237995 65697 0 2117758 629812 1224745 275471 2542 873 633225 34022 1860512 310366 X 23457 85657 25037 25037 208752 208752 257246 319446 2117758 629812 65899 -3699 0 X X 0 1 X 1 0 X 2208964 2091340 2359683 2948533 2649176 12257696 2660813 3172770 3622855 4962129 5642594 20061161 4869777 5264110 5982538 7910662 8291770 32318857 0 0 0 32318857 30 18491 11295 2 11564 41382 30 18491 11295 2 11564 41382 325000 325000 4869807 5282601 5993833 7910664 8628334 32685239 0.98880 0.99880 0.00130 0.00110 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 431726 -3699 11564 416463 425989 17165 11428 431726 405102 32123 11236 425989 416068 -10966 405102 198064 218003 1 416068 1.00000 1 0 240750 178991 61759 61759 BENEFICIAL INTEREST IN ENDOWMENT FUNDS 218739 F INVESTMENTS HELD BY UNITED JEWISH FOUNDATION 19256 F 237995 DEPOSITS 34022 34022 X PART V, LINE 4: THE ORGANIZATION INTENDS TO USE ITS ENDOWMENT FUNDS TO ENHANCE THE QUALITY OF LIFE FOR OLDER ADULTS OF THE METROPOLITAN DETROIT JEWISH COMMUNITY. PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS OR OTHER APPLICABLE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION AND HAS CONCLUDED THAT AS OF MAY 31, 2015 AND 2014, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. MANAGEMENT BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR FISCAL YEARS PRIOR TO 2012. 0 0 0 0 0 0 0 0 0 ROCHELLE UPFAL CEO 0 184588 0 0 0 0 0 7384 0 17418 0 209390 0 0 CAROL ROSENBERG FORMER DIRECTOR/CONSULTANT 0 156989 0 0 0 0 0 0 0 5080 0 162069 0 0 PART I, LINE 3 THE ORGANIZATION RELIED ON A RELATED ORGANIZATION THAT USED THE FOLLOWING METHODS TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S CEO/EXECUTIVE DIRECTOR: - COMPENSATION COMMITTEE - FORM 990 OF OTHER ORGANIZATIONS - COMPENSATION SURVEY OR STUDY - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE FORM 990, PART VI, SECTION A, LINE 2 NANCY SIEGEL HEINRICH AND MICHAEL EIZELMAN, BUSINESS RELATIONSHIP FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERSHIP OF THIS ORGANIZATION CONSISTS OF ONE MEMBER, JEWISH SENIOR LIFE OF METROPOLITAN DETROIT. FORM 990, PART VI, SECTION A, LINE 7A A DIRECTOR OF THE CORPORATION MUST BE A DIRECTOR OF JEWISH SENIOR LIFE OF METROPOLITAN DETROIT, AND NO PERSON OTHER THAN A PERSON WHO IS THEN A DIRECTOR OF JEWISH SENIOR LIFE OF METROPOLITAN DETROIT MAY SERVE AS A DIRECTOR OF THIS ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11 THE BOARD OF DIRECTORS DELEGATED THE RESPONSIBILITY OF REVIEWING THE FORM 990 TO THE AUDIT COMMITTEE. THE AUDIT COMMITTEE REVIEWED THE RETURN WITH THE CHIEF EXECUTIVE OFFICER AND CHIEF FINANCIAL OFFICER. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST FORMS WERE PROVIDED TO ALL BOARD MEMBERS AND DISCUSSED AT TWO BOARD MEETINGS, ALONG WITH SEVERAL EMAIL FOLLOW UPS (AND PHONE CALLS). FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION OF THE CEO IS DETERMINED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS OF A RELATED ORGANIZATION. THE COMMITTEE REVIEWS COMPARATIVE COMPENSATION SURVEYS OF SIMILARLY SIZED NONPROFIT ORGANIZATIONS IN THE INDUSTRY TO DETERMINE COMPENSATION. THIS PROCESS WAS LAST CONDUCTED IN 2014. THE CEO REVIEWS THE COMPENSATION FOR ALL OTHER POSITIONS USING COMPARATIVE DATA ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE AUDIT PROCESS HAS NOT CHANGED IN THE CURRENT YEAR. PRENTIS I JSL DEVELOPER LLC 15000 WEST TEN MILE ROAD OAK PARK MI 48237 HOUSING DEVELOPER MI 0 0 JEWISH HOME SERVICES INC TEITEL DEVELOPER LLC 15000 WEST TEN MILE ROAD OAK PARK MI 48237 HOUSING DEVELOPER MI 450000 0 JEWISH HOME SERVICES INC JAS HECHTMAN I NON-PROFIT CORPORATION 15000 WEST TEN MILE ROAD OAK PARK MI 48237 201586884 SENIOR APARTMENT RENTAL MI 501(C)(3) LINE 9 JEWISH SENIOR LIFE OF METRO DETROIT 1 JEWISH APARTMENTS AND SERVICES PHASE IV INC 15000 WEST TEN MILE ROAD OAK PARK MI 48237 382472562 SENIOR APARTMENT RENTAL MI 501(C)(3) LINE 9 JEWISH SENIOR LIFE OF METRO DETROIT 1 JFA NON-PROFIT HOUSING CORPORATION 15000 WEST TEN MILE ROAD OAK PARK MI 48237 382996765 SENIOR APARTMENT RENTAL MI 501(C)(3) LINE 9 JEWISH SENIOR LIFE OF METRO DETROIT 1 JAS NON-PROFIT CORPORATION VI 15000 WEST TEN MILE ROAD OAK PARK MI 48237 383487987 SENIOR APARTMENT RENTAL MI 501(C)(3) LINE 9 JEWISH SENIOR LIFE OF METRO DETROIT 1 JEWISH SENIOR LIFE OF METROPOLITAN DETROIT 15000 WEST TEN MILE ROAD OAK PARK MI 48237 383311067 SENIOR SERVICES MI 501(C)(3) LINE 9 N/A 0 JEWISH HOME & AGING SERVICES 15000 WEST TEN MILE ROAD OAK PARK MI 48237 381358398 HOME FOR THE AGED MI 501(C)(3) LINE 3 JEWISH SENIOR LIFE OF METRO DETROIT 1 JSL FOUNDATION 15000 WEST TEN MILE ROAD OAK PARK MI 48237 382693397 SUPPORT JEWISH SENIOR LIFE OF METRO DETROIT MI 501(C)(3) LINE 7 JEWISH SENIOR LIFE OF METRO DETROIT 1 JEWISH APARTMENTS & SERVICES INC 15000 WEST TEN MILE ROAD OAK PARK MI 48237 381873419 SENIOR APARTMENT RENTAL MI 501(C)(3) LINE 9 JEWISH SENIOR LIFE OF METRO DETROIT 1 PRENTIS I JSL LIMITED DIVIDEND HOUSING ASSOCIATION LIMITED PARTNERSHIP 15000 WEST TEN MILE ROAD OAK PARK MI 48237 611675242 LOW INCOME HOUSING MI PRENTIS I JSL LDHA GENERAL PARTNER LLC RELATED -310 49764 0 1 0.00010 TEITEL JSL LIMITED DIVIDEND HOUSING ASSOCIATION LIMITED PARTNERSHIP 15000 WEST TEN MILE ROAD OAK PARK MI 48237 352483463 LOW INCOME HOUSING MI TEITEL JSL LDHA GENERAL PARTNER LLC RELATED 0 1 0.00010 COMPREHENSIVE AGING SERVICES 15000 WEST TEN MILE RD OAK PARK MI 48237 382693404 TO SUPPORT JEWISH HOME SERVICES, INC. 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