Form 990 for tax year 2023
Filed by MELVIN J & CLAIRE LEVINE JEWISH RESIDENTIAL & FMLY SRVC OF PALM BE.
Totals
- Total revenue
- $4,395,807
- Total expenses
- $2,906,266
- Contributions and grants received
- $1,716,999
- Grants paid
- $0
- Program service revenue
- $2,103,786
- Investment income
- $521,518
- Other revenue
- $53,504
- Total assets, end of year
- $3,902,136
- Total liabilities, end of year
- $1,175,550
- Net assets or fund balances, end of year
- $2,726,586
- Program services expenses (Part IX)
- $2,517,007
- Management and general expenses
- $389,259
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $2,517,007
Program services were 86.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1f · All other contributions, gifts and grants
$1,716,999
-
2a · Program service revenue: RESIDENTIAL INCOME
total $2,103,786 · related or exempt $2,103,786
-
3 · Investment income
total $8,801 · excluded $8,801
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6c · Rental income or loss
real property $0 · personal property $0
-
6d · Net rental income or loss
total $0
-
7a · Gross sales of assets other than inventory
other assets $594,211
-
7b · Less cost or other basis and sales expenses
other assets $81,494
-
7c · Gain or loss
other assets $512,717
-
7d · Net gain or loss
total $512,717 · excluded $512,717
-
8a · Fundraising events: gross income
$0
-
8b · Fundraising events: direct expenses
$0
-
8c · Net income from fundraising events
total $0
-
9a · Gaming: gross income
$0
-
9b · Gaming: direct expenses
$0
-
9c · Net income from gaming
total $0
-
10a · Gross sales of inventory
$0
-
10b · Cost of goods sold
$0
-
10c · Net income from sales of inventory
total $0
-
11a · Other revenue: MISCELLANEOUS REVENUE
total $53,504 · unrelated business $0 · excluded $53,504
-
11e · Other revenue, total
$53,504
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $0
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $1,264,554 · program services $1,039,305 · management and general $225,249
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $113,124 · program services $94,203 · management and general $18,921
-
10 · Payroll taxes
total $112,000 · program services $93,266 · management and general $18,734
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $17,856 · program services $818 · management and general $17,038
-
11c · Fees: accounting
total $21,969 · program services $10,646 · management and general $11,323
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $129,461 · program services $155,551 · management and general -$26,090
-
12 · Advertising and promotion
total $5,953 · program services $5,751 · management and general $202
-
13 · Office expenses
total $182,681 · program services $169,981 · management and general $12,700
-
14 · Information technology
total $0
-
15 · Royalties
total $0
-
16 · Occupancy
total $744,723 · program services $710,895 · management and general $33,828
-
17 · Travel
total $0
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $0
-
20 · Interest
total $26,539 · program services $23,178 · management and general $3,361
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $159,549 · program services $113,614 · management and general $45,935
-
23 · Insurance
total $99,231 · program services $81,158 · management and general $18,073
-
24a · Other expenses: OTHER OPERATING EXPENSES
total $22,034 · program services $12,273 · management and general $9,761 · fundraising $0
-
24b · Other expenses: FOOD
total $6,592 · program services $6,368 · management and general $224
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $97,888 · end of year $497,327
-
2 · Savings and temporary cash investments
beginning of year $397,907 · end of year $727,031
-
3 · Pledges and grants receivable
beginning of year $0 · end of year $173,804
-
4 · Accounts receivable
beginning of year $171,971 · end of year $170,233
-
5 · Loans and receivables from officers and key people
beginning of year $0 · end of year $0
-
6 · Loans and receivables from disqualified persons
beginning of year $0 · end of year $0
-
7 · Other notes and loans receivable
beginning of year $0 · end of year $0
-
8 · Inventories for sale or use
beginning of year $0 · end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $0 · end of year $42,835
-
10a · Land, buildings and equipment: cost or other basis
$1,155,764
-
10b · Land, buildings and equipment: accumulated depreciation
$249,510
-
10c · Land, buildings and equipment, net
beginning of year $838,667 · end of year $906,254
-
11 · Investments: publicly traded securities
beginning of year $0 · end of year $0
-
12 · Investments: other securities
beginning of year $0 · end of year $0
-
13 · Investments: program-related
beginning of year $0 · end of year $0
-
14 · Intangible assets
beginning of year $0 · end of year $0
-
15 · Other assets
beginning of year $962,317 · end of year $1,384,652
-
17 · Accounts payable and accrued expenses
beginning of year $239,586 · end of year $34,860
-
18 · Grants payable
beginning of year $0 · end of year $0
-
19 · Deferred revenue
beginning of year $176,252 · end of year $183,737
-
20 · Tax-exempt bond liabilities
beginning of year $0 · end of year $0
-
21 · Escrow or custodial account liability
beginning of year $0 · end of year $0
-
22 · Loans and payables to officers and key people
beginning of year $0 · end of year $0
-
23 · Secured mortgages and notes payable
beginning of year $0 · end of year $0
-
24 · Unsecured notes and loans payable
beginning of year $0 · end of year $0
-
25 · Other liabilities
beginning of year $1,108,775 · end of year $956,953
-
27 · Net assets without donor restrictions
beginning of year $944,137 · end of year $2,726,586
-
28 · Net assets with donor restrictions
beginning of year $0 · end of year $0
Mission and programs · 2023
Mission
THE MISSION OF THE ORGANIZATION IS TO PROMOTE THE OPERATION OF RESIDENTIAL FACILITIES AND TO PROVIDE TREATMENT AND OTHER SERVICES FOR DEVELOPMENTALLY DISABLED ADULTS.
Activities or mission (Part I)
TO PROMOTE RESIDENTIAL FACILITIES AND TO PROVIDE TREATMENT AND OTHER SERVICES FOR DEVELOPMENTALLY DISABLED ADULTS.
-
THE APARTMENT PROGRAM PROVIDES A THREE TIER SYSTEM FOR SUPPORTED INDEPENDENT LIVING FOR RESIDENTS WHO ARE ABLE TO LIVE IN THE COMMUNITY WITH VARYING AMOUNTS OF SUPPORT/SUPERVISION. THE APARTMENT PROGRAM OFFERS RESIDENTS THE OPPORTUNITY TO LIVE ALONE WHILE UTILIZING THE ASSISTANCE OF 24 HOUR ON-SITE SUPPORT STAFF, AND PARTICIPATE IN SOCIAL, RECREATIONAL AND LIFE-SKILLS INSTRUCTION ON A DAILY BASIS.
Expenses $2,203,287 · Revenue $1,992,924
-
LIFE PLANNING IS A PROGRAM INTENDED TO REACH OUT TO AND EDUCATE FAMILIES WITH ADULT DISABLED CHILDREN TO HELP THEM BEGIN OR ENHANCE FISCAL OR SOCIAL PLANNING FOR THESE children's NEEDS WHEN THE PARENT PASSES.
Expenses $114,022
-
THE TRANSPORTATION PROGRAM PROVIDES TRANSPORTATION TO THE RESIDENTS OF THE APARTMENT PROGRAM TO APPOINTMENTS, ACTIVITIES AND JOBS.
Expenses $199,698 · Revenue $110,862
As filed on the 2023 return.
Listed in Part VII
-
Marc HopinMARC HOPIN
CHIEF EXECUTIVE OFFICER
- Total calculated
- $233,108
- From this org
- $0
- From related orgs
- $206,378
- Other
- $26,730
- Hours/week
- 20 + 30 related
Schedule J breakdown matched by us
- Base
- $0 + $206,378 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0 + $26,730 related
- Filer's total
- $0 + $233,108 related
-
Dr Jeryl KershnerDR JERYL KERSHNER
CHILD PSYCHIATRIST
- Total calculated
- $229,003
- From this org
- $0
- From related orgs
- $218,490
- Other
- $10,513
- Hours/week
- 2.5 + 35 related
Schedule J breakdown matched by us
- Base
- $0 + $218,490 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0 + $10,513 related
- Filer's total
- $0 + $229,003 related
-
Kelley WhiterKELLEY WHITER
CHIEF DEVELOPMENT OFFICER
- Total calculated
- $181,615
- From this org
- $0
- From related orgs
- $172,592
- Other
- $9,023
- Hours/week
- 10 + 30 related
Schedule J breakdown matched by us
- Base
- $0 + $172,592 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0 + $9,023 related
- Filer's total
- $0 + $181,615 related
-
Dr Elaine RotenbergDR ELAINE ROTENBERG
CHIEF CLINICAL & IMPACT OFF.
- Total calculated
- $159,618
- From this org
- $0
- From related orgs
- $150,950
- Other
- $8,668
- Hours/week
- 10 + 30 related
Schedule J breakdown matched by us
- Base
- $0 + $150,950 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0 + $8,668 related
- Filer's total
- $0 + $159,618 related
-
Christopher P HotalingCHRISTOPHER P HOTALING
CHIEF FINANCIAL OFFICER
- Total calculated
- $156,532
- From this org
- $0
- From related orgs
- $147,615
- Other
- $8,917
- Hours/week
- 10 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $147,615 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0 + $8,917 related
- Filer's total
- $0 + $156,532 related
-
Dr James TompsonDR JAMES TOMPSON
PSYCHIATRIST
- Total calculated
- $142,185
- From this org
- $0
- From related orgs
- $141,456
- Other
- $729
- Hours/week
- 2.5 + 35 related
-
Stephanie ItkinSTEPHANIE ITKIN
CHIEF PEOPLE & CULTURE OFFICER
- Total calculated
- $138,014
- From this org
- $0
- From related orgs
- $127,393
- Other
- $10,621
- Hours/week
- 16 + 24 related
-
Lisa RahmanLISA RAHMAN
CHIEF PROGRAM OFFICER
- Total calculated
- $131,721
- From this org
- $0
- From related orgs
- $123,057
- Other
- $8,664
- Hours/week
- 10 + 30 related
-
Gary HoffmanGARY HOFFMAN
PRESIDENT
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
Carolyn Gleimer SilbeyCAROLYN GLEIMER SILBEY
PAST PRESIDENT
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
Alan I GoldbergALAN I GOLDBERG
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
Diann MannDIANN MANN
SECRETARY
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
John SternJOHN STERN
TREASURER
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
Ilene GoldsteinILENE GOLDSTEIN
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Lisa HauserLISA HAUSER
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Steven RozanskySTEVEN ROZANSKY
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Jill WeinbergJILL WEINBERG
MEMBER
- Total calculated
- $0
- Hours/week
- 2 + 2 related
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- SCHEDULE J, PART I, LINE 3:
- FERD AND GLADYS ALPERT JEWISH FAMILY & CHILDREN'S SERVICE OF PALM BEACH COUNTY, INC. ("JFCS"), A 501(C)(3) AFFILIATE OF THE REPORTING ORGANIZATION, PAID COMPENSATION TO THE REPORTING ORGANIZATION'S TOP MANAGEMENT OFFICIAL. JFCS HAS ESTABLISHED THE COMPENSATION OF THE TOP MANAGEMENT OFFICIAL USING COMPENSATION COMMITTEE, WRITTEN EMPLOYMENT CONTRACT, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
FERD & GLADYS ALPERT JEWISH FAMILY & CS
501(C)(3) · SVC PROVIDER · FL
Directly controlled by NA
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 14 May 2025
- IRS schema version
- 2023v6.0
- Source object
- 202531349349308018
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