2026-03-06T09:21:19-06:00 2025-06-30 393647910 WIPFLI ADVISORY LLC 1502 LONDON ROAD SUITE 200 DULUTH MN 55812 990 2024-07-01 390813421 JEWISH HOME AND CARE CENTER INC JEWI 4142762627 1414 NORTH PROSPECT AVENUE MILWAUKEE WI 53202 MICHAEL SILVERMAN CEO/PRESIDENT 4142768800 2026-03-05 1 1 JESSICA NATUS P01799381 2187224705 2026-03-05 2024 2025-03-06 01:10:19Z OVATION COMMUNITIES MICHAEL SILVERMAN 1414 NORTH PROSPECT AVENUE MILWAUKEE WI 53202 23827226 0 X WWW.OVATION.ORG X 1908 WI LONG-TERM CARE FACILITY PROVIDING SKILLED AND INTERMEDIATE NURSING CARE FOR THE JEWISH AGED AND INFIRM. 17 17 335 183 0 0 10116797 6719523 13839832 17103624 1000 -425105 66059 3132 24023688 23401174 0 0 0 0 12208869 14466665 0 0 0 9152212 8599867 21361081 23066532 2662607 334642 36001890 37430533 16554355 16579332 19447535 20851201 X TO PROVIDE OUR JEWISH COMMUNITY WITH THOSE SERVICES THAT ENABLE OUR SENIORS OR INFIRM TO BE PART OF A QUALITY JEWISH ENVIRONMENT WITH COMFORT, MEANING, INDEPENDENCE, AND DIGNITY. 0 0 19965924 0 14375417 OVATION JEWISH HOME IS A 102-BED SKILLED NURSING FACILITY OFFERING LONG TERM CARE, MEMORY CARE, AND SHORT-TERM REHABILITATION SERVICE. THE HOME ACCEPTS MEDICARE, MEDICAID, AND PRIVATE PAY INDIVIDUALS. DURING THE YEAR, THE HOME PROVIDED SKILLED NURSING CARE AND LIFE ENRICHMENT OPPORTUNITIES TO OVER 264 ELDERLY RESIDENTS WITH OVER 67% BEING PROVIDED SERVICES UNDER MEDICAID, AND THE HOME'S FINANCIAL SUBSIDIZATION PROGRAMS FOR QUALIFIED INDIVIDUALS. THE HOME ALSO PROVIDED SHORT-TERM REHABILITATION SERVICES DURING THE YEAR TO MORE THAN 151 INDIVIDUALS RECOVERING FROM AN ACUTE ILLNESS, INJURY, OR EXACERBATION OF A DISEASE. AVAILABLE REHABILITATION SERVICES ARE PRIMARILY FOR (BUT NOT LIMITED TO) COMPREHENSIVE WOUND CARE, LYMPHEDEMA TREATMENT, PAIN MANAGEMENT, STROKE THERAPY, IV THERAPY AND CARDIOPULMONARY CARE. OUTCOMES ARE MONITORED THROUGH A VARIETY OF MEASURES TO ENSURE THE HOME MEETS OR EXCEEDS THE REGIONAL AND NATIONAL AVERAGES FOR REHOSPITALIZATION RATES, IMPROVED FUNCTIONAL ABILITIES, FALLS, AND PRESSURE ULCERS. CARE GOES BEYOND PHYSICAL WELLNESS, WITH A FOCUS ON PROMOTING EMOTIONAL, SOCIAL, SPIRITUAL, AND MENTAL WELLNESS. 204997 0 79145 OVATION JEWISH HOME OFFERS AN ADULT DAY CARE PROGRAM FOR INDIVIDUALS WITH MEMORY LOSS. DURING THE YEAR OVER 139 INDIVIDUALS WERE SERVED UNDER THE PROGRAM. THE PROGRAM OFFERS PERSONAL CARE, NURSING SUPERVISION, FULL ARRAY OF THERAPIES, FAMILY SUPPORT, HEALTH AND WELLNESS SERVICES, ART AND MUSICAL PERFORMANCES, INTELLECTUAL ACTIVITIES, BATHING SERVICES, AND KOSHER MEALS AND SNACKS. 0 0 2649062 OTHER ANCILLARY SERVICES ARE RECEIVED FROM MEALS, TRANSPORTATION, AND MANAGEMENT FEES. 20170921 1 1 0 0 0 0 0 0 1 1 1 0 0 1 1 0 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 0 0 0 1 47 0 335 1 0 0 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 1 1 1 0 WI X MICHAEL SILVERMAN 4142768800 1414 NORTH PROSPECT AVENUE MILWAUKEE WI 53202 JAY FRANK CHAIRMAN 1.00 1.00 X X 0 0 0 CHARLES BLEY DIRECTOR 1.00 X 0 0 0 YAAKOV COHEN DIRECTOR 1.00 X 0 0 0 CHELSEA CROSS DIRECTOR 1.00 X 0 0 0 RACHELLE HART DIRECTOR 1.00 1.00 X 0 0 0 PHILLIP HIMMELFARB DIRECTOR 1.00 1.00 X 0 0 0 SARA HOFFMAN DIRECTOR 1.00 X 0 0 0 JARRETT LUCKETT DIRECTOR 1.00 X 0 0 0 DENNIS MAIMAN DIRECTOR 1.00 X 0 0 0 WILLIAM MAYER DIRECTOR 1.00 X 0 0 0 BRUCE PALER DIRECTOR 1.00 X 0 0 0 ARLEEN PELTZ DIRECTOR 1.00 1.00 X 0 0 0 BETH PETERMAN DIRECTOR 1.00 X 0 0 0 MARSHERE SHACKELFORD DIRECTOR 1.00 X 0 0 0 KEN STEIN DIRECTOR 1.00 X 0 0 0 BOB RUDMAN DIRECTOR 1.00 X 0 0 0 GLENN YAMAHIRO DIRECTOR 1.00 X 0 0 0 MICHAEL SILVERMAN PRESIDENT 50.00 X 251437 0 58294 GARY STINSON DIRECTOR OF FINANCE & ACCOUNTING 20.00 20.00 X 117779 0 21056 MONEDEA CRAYTON RN MANAGER 87.00 X 217648 0 41333 KATTRIN QUINTANILLA ADMINISTRATOR 40.00 X 186657 0 6372 KELLY WEGMULLER DIRECTOR OF EDUCATION 40.00 X 144411 0 5069 MCHAEL APARO DIRECTOR OF FOOD SERVICES 20.00 20.00 X 128722 0 18367 JASOIN MATIAS DIRECTOR OF INFO. TECH. 20.00 20.00 X 118262 0 50662 MICHAEL SATTELL FORMER PRESIDENT 0.00 X 180000 0 0 1344916 0 201153 18 1 1 0 ALLIED UNIVERSAL SECURITY SERVICES 700 W VIRGINIA ST STE 201 MILWAUKEE WI 53204 SECURITY SERVICES 376904 CLIFTONLARSONALLEN (CLA) LLP PO BOX 775967 CHICAGO IL 60677 ACCOUNTING CONSULTING 328053 VJS CONSTRUCTION SERVICES INC W233 N2847 ROUNDY CIRCLE WEST PEWAUKEE WI 53072 CONTRACTOR/REPAIRS 303460 JM BRENNAN INC PO BOX 4782 CAROL STREAM IL 60197 CONTRACTOR/REPAIRS 205184 HOLTON BROTHERS INC 1257 TERMINAL ROAD GRAFTON WI 53024 CONTRACTOR/REPAIRS 203420 10 6549841 169682 6719523 NURSING HOME REVENUE 623000 13733716 13733716 MANAGEMENT FEES 623000 2284577 2284577 NURSING SERVICE & SUPPLIES 623000 630601 630601 CATERING 623000 236337 236337 ADULT DAY CARE 623000 79145 79145 139248 139248 17103624 947 947 3132 0 3132 3132 3132 426052 -426052 -426052 -426052 23401174 17103624 0 -421973 X 313361 313361 11739546 10627687 1111859 238677 238677 1259397 1259397 915684 830627 85057 2864 2864 56453 56453 2426040 1859927 566113 63139 63139 154917 47152 107765 346324 346324 857538 857538 27234 23406 3828 33312 23449 9863 390616 390616 1684268 1624917 59351 159126 159126 RAW FOOD 923285 923285 SUPPLIES (NURSING, HOUS 564268 560766 3502 PROVIDER BED TAX 231200 231200 DRUGS/RX 194949 194949 484334 477328 7006 23066532 20170921 2895611 0 298638 599710 32816 0 925644 1458514 209757 123738 47329308 30270046 17776552 17059262 16758483 18189309 36001890 37430533 1319747 2070256 18221 15023 14281693 13043261 934694 1450792 16554355 16579332 X 4704076 4463653 14743459 16387548 19447535 20851201 36001890 37430533 X 334642 1069024 X 0 1 X 1 0 X 8454800 9743925 8253681 10116797 6719523 43288726 9202594 8653868 9877423 12232113 14767210 54733208 1143301 1115795 1111336 1671007 2336414 7377853 18800695 19513588 19242440 24019917 23823147 105399787 0 0 0 105399787 31 125 2905 3771 4079 10911 31 125 2905 3771 4079 10911 18800726 19513713 19245345 24023688 23827226 105410698 0.99990 0.99980 0.00010 0.00020 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 14743459 538889 1443603 338044 359 16387548 14682322 360539 -72523 226846 33 14743459 12998587 1309490 545814 44261 127308 14682322 15086866 437093 -2498382 28837 1153 12998587 11010191 574416 3922892 28703 391930 15086866 0.00000 0.00000 1.00000 0 1 1 35341768 20213192 15128576 11956220 10056854 1899366 31320 31320 17059262 DUE FROM PROSPECT CONGREGATE HOUSING, INC. 668522 INTEREST IN JHCC FOUNDATION 16387548 INTEREST RATE SWAP AGREEMENTS 995818 RESIDENT TRUST FUNDS 17025 CAPITAL FUND 120396 18189309 DUE TO JHCC FOUNDATION 1450792 1450792 23401174 0 23401174 0 23401174 23066532 0 23066532 0 23066532 PART IV, LINE 2B: THE FACILITY IS THE ADMINISTRATOR FOR A RESIDENT TRUST ACCOUNT. PART V, LINE 4: ALL FUNDS ARE HELD AND ADMINISTERED THROUGH THE JEWISH HOME AND CARE CENTER FOUNDATION. ENDOWMENT FUNDS ARE USED TO SUPPORT RESIDENT ACTIVITIES, AND UPGRADES TO THE CAMPUS. 1 0 0 0 0 0 0 1 0 MICHAEL SILVERMAN PRESIDENT 229203 0 20250 0 1984 0 7911 0 50383 0 309731 0 0 0 MONEDEA CRAYTON RN MANAGER 217648 0 0 0 0 0 6911 0 34422 0 258981 0 0 0 KATTRIN QUINTANILLA ADMINISTRATOR 184209 0 1500 0 948 0 5600 0 772 0 193029 0 0 0 MICHAEL SATTELL FORMER PRESIDENT 0 0 0 0 180000 0 0 0 0 0 180000 0 0 0 JASOIN MATIAS DIRECTOR OF INFO. TECH. 117314 0 0 0 948 0 0 0 50662 0 168924 0 0 0 PART I, LINE 4A MICHAEL SATTELL RECEIVED A SEVERANCE PAYMENT IN THE AMOUNT OF $180,000 DURING CALENDAR YEAR 2024. PART I, LINE 7 SCHEDULE J, PART II, COLUMN (B)(II) REPORTS DISCRETIONARY INCENTIVE AMOUNTS THAT WERE APPROVED BY THE BOARD BASED UPON PERFORMANCE. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 RETURN IS REVIEWED BY A MEMBER OF THE JEWISH HOME'S BOARD. FORM 990, PART VI, SECTION B, LINE 15 HUMAN RESOURCES PERFORM MARKET STUDIES ALONG WITH ANNUAL MERIT INCREASES. THE BOARD HAS FINAL APPROVAL OVER COMPENSATION ADJUSTMENTS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON SPECIFIC REQUESTS. FORM 990, PART IX, LINE 11G CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 1,191,078. MANAGEMENT AND GENERAL EXPENSES 566,113. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,757,191. WASTE REMOVAL: PROGRAM SERVICE EXPENSES 58,492. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 58,492. LAB TESTS: PROGRAM SERVICE EXPENSES 13,168. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 13,168. RADIOLOGY: PROGRAM SERVICE EXPENSES 12,257. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 12,257. PHYSICIAN SERVICES: PROGRAM SERVICE EXPENSES 49,200. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 49,200. PSYCHIATRIST SERVICES: PROGRAM SERVICE EXPENSES 5,490. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,490. AGENCY HELP: PROGRAM SERVICE EXPENSES 530,242. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 530,242. FORM 990, PART XI, LINE 9: CHANGE IN FAIR VALUE OF INTEREST RATE SWAP AGREEMENTS -575,065. CHANGE IN INTEREST IN NET ASSETS OF JEWISH HOME & CARE CENTER FOUNDATION 1,644,089. JEWISH HOME AND CARE CENTER FOUNDATION INC 1414 N PROSPECT AVE MILWAUKEE WI 53202 391555857 SUPPORTING ORGANIZATION WI 501(C)(3) LINE 12A, I 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 1 0 1 0 0 JEWISH HOME AND CARE CENTER FOUNDATION C 6549841 CASH JEWISH HOME AND CARE CENTER FOUNDATION E 1412679 CASH JEWISH HOME AND CARE CENTER FOUNDATION Q 468626 CASH