Form 990 for tax year 2022
Filed by THE JEWISH HOME FOR THE ELDERLY OF FAIRFIELD COUNTY INC.
Totals
- Total revenue
- $71,913,283
- Total expenses
- $71,872,255
- Contributions and grants received
- $4,868,620
- Grants paid
- $0
- Program service revenue
- $64,277,514
- Investment income
- $539,482
- Other revenue
- $2,227,667
- Total assets, end of year
- $138,822,095
- Total liabilities, end of year
- $92,174,404
- Net assets or fund balances, end of year
- $46,647,691
- Program services expenses (Part IX)
- $61,773,527
- Management and general expenses
- $9,414,351
- Fundraising expenses
- $684,377
- Program service expenses (Part III)
- $61,773,527
Program services were 85.9% 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.
-
1e · Government grants (contributions)
$840,000
-
1f · All other contributions, gifts and grants
$4,028,620
-
2a · Program service revenue: RESIDENT CARE SERVICES
total $51,412,796 · related or exempt $51,412,796
-
2b · Program service revenue: COMPASSIONATE CARE
total $5,256,457 · related or exempt $5,256,457
-
2c · Program service revenue: MEDICAL HOME CARE
total $2,197,983 · related or exempt $2,197,983
-
2d · Program service revenue: SENIOR CHOICE AT HOME
total $1,940,763 · related or exempt $1,940,763
-
2e · Program service revenue: HOME TOGETHER
total $1,563,707 · related or exempt $1,563,707
-
2f · All other program service revenue
total $1,905,808 · related or exempt $1,905,808
-
3 · Investment income
total $487,305 · excluded $487,305
-
6a · Gross rents
real property $26,500
-
6b · Less rental expenses
real property $0
-
6c · Rental income or loss
real property $26,500
-
6d · Net rental income or loss
total $26,500 · excluded $26,500
-
7a · Gross sales of assets other than inventory
securities $256,669
-
7b · Less cost or other basis and sales expenses
securities $186,209 · other assets $18,283
-
7c · Gain or loss
securities $70,460 · other assets -$18,283
-
7d · Net gain or loss
total $52,177 · excluded $52,177
-
11a · Other revenue: FITNESS CENTER
total $1,014,892 · excluded $1,014,892
-
11b · Other revenue: CHILD CARE CENTER
total $520,642 · excluded $520,642
-
11c · Other revenue: CAFE
total $245,401 · excluded $245,401
-
11d · All other revenue
total $420,232 · unrelated business $11,610 · excluded $408,622
-
11e · Other revenue, total
$2,201,167
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $1,883,176 · management and general $1,874,991 · fundraising $8,185
-
7 · Other salaries and wages
total $33,091,611 · program services $30,550,740 · management and general $2,197,310 · fundraising $343,561
-
8 · Pension plan contributions
total $892,207 · program services $816,118 · management and general $66,923 · fundraising $9,166
-
9 · Other employee benefits
total $4,546,438 · program services $4,060,597 · management and general $440,495 · fundraising $45,346
-
10 · Payroll taxes
total $2,318,263 · program services $2,035,435 · management and general $259,645 · fundraising $23,183
-
11a · Fees: management
total $595,836 · program services $177,221 · management and general $418,249 · fundraising $366
-
11b · Fees: legal
total $270,253 · program services $102,504 · management and general $167,749
-
11c · Fees: accounting
total $117,651 · management and general $117,651
-
11f · Fees: investment management
total $69,626 · management and general $69,626
-
11g · Fees: other
total $10,383,738 · program services $9,144,383 · management and general $1,235,302 · fundraising $4,053
-
12 · Advertising and promotion
total $256,149 · program services $70,420 · management and general $185,729
-
13 · Office expenses
total $1,909,062 · program services $1,128,776 · management and general $726,595 · fundraising $53,691
-
14 · Information technology
total $722,630 · program services $631,196 · management and general $67,831 · fundraising $23,603
-
16 · Occupancy
total $1,937,368 · program services $1,798,222 · management and general $124,768 · fundraising $14,378
-
17 · Travel
total $137,290 · program services $124,585 · management and general $10,714 · fundraising $1,991
-
19 · Conferences, conventions and meetings
total $13,301 · program services $4,719 · management and general $8,582
-
20 · Interest
total $2,469,413 · program services $2,005,449 · management and general $447,839 · fundraising $16,125
-
22 · Depreciation, depletion and amortization
total $3,697,814 · program services $3,433,665 · management and general $236,854 · fundraising $27,295
-
23 · Insurance
total $706,623 · program services $656,003 · management and general $45,389 · fundraising $5,231
-
24a · Other expenses: FOOD EXPENSE
total $1,858,294 · program services $1,599,239 · management and general $253,600 · fundraising $5,455
-
24b · Other expenses: NURSING HOME TAX
total $1,528,298 · program services $1,478,298 · management and general $50,000
-
24c · Other expenses: SUPPLIES
total $1,490,780 · program services $1,490,780
-
24d · Other expenses: BAD DEBT
total $360,930 · program services $360,930
-
24e · All other expenses
total $615,504 · program services $104,247 · management and general $408,509 · fundraising $102,748
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $8,195,924 · end of year $5,255,314
-
2 · Savings and temporary cash investments
beginning of year $68,395 · end of year $201,725
-
3 · Pledges and grants receivable
beginning of year $822,642 · end of year $1,151,507
-
4 · Accounts receivable
beginning of year $5,230,470 · end of year $6,232,924
-
8 · Inventories for sale or use
beginning of year $131,632 · end of year $116,114
-
9 · Prepaid expenses and deferred charges
beginning of year $102,950 · end of year $161,266
-
10a · Land, buildings and equipment: cost or other basis
$130,981,189
-
10b · Land, buildings and equipment: accumulated depreciation
$28,587,469
-
10c · Land, buildings and equipment, net
beginning of year $79,830,252 · end of year $102,393,720
-
11 · Investments: publicly traded securities
beginning of year $11,574,780 · end of year $21,881,481
-
14 · Intangible assets
beginning of year $0 · end of year $380,000
-
15 · Other assets
beginning of year $331,096 · end of year $1,048,044
-
17 · Accounts payable and accrued expenses
beginning of year $5,657,968 · end of year $5,147,523
-
19 · Deferred revenue
beginning of year $6,148,069 · end of year $6,129,766
-
20 · Tax-exempt bond liabilities
beginning of year $49,658,500 · end of year $80,481,597
-
21 · Escrow or custodial account liability
beginning of year $177,473 · end of year $170,286
-
23 · Secured mortgages and notes payable
beginning of year $4,631 · end of year $0
-
25 · Other liabilities
beginning of year $182,135 · end of year $245,232
-
27 · Net assets without donor restrictions
beginning of year $31,897,625 · end of year $33,482,099
-
28 · Net assets with donor restrictions
beginning of year $12,561,740 · end of year $13,165,592
Mission and programs · 2022
Mission
CONSISTENT WITH JEWISH VALUES AND TRADITIONS, THE MISSION OF THE JEWISH HOME IS TO ASSURE JEWISH SENIORS THE HEALTH CARE, HOUSING AND GERIATRIC SERVICES REQUIRED TO ACHIEVE THE HIGHEST POSSIBLE QUALITY OF LIFE REASONABLY ATTAINABLE FOR THEM. (SEE SCHEDULE O) ADMISSION TO THESE SERVICES WILL BE AVAILABLE TO JEWISH SENIORS ON A PRIORITY BASIS.
Activities or mission (Part I)
NON-PROFIT HEALTH CARE FACILITY PROVIDING REST HOME AND SKILLED NURSING CARE TO THE AGED AND INFIRM.
-
SKILLED NURSING FACILITY: A MODERN 294 BED SKILLED NURSING FACILITY PROVIDING SHORT TERM POST ACUTE CARE, LONG TERM CARE, SPECIAL CARE FOR MEMORY, AND COGNITIVE DISORDERS.
Expenses $48,046,141 · Revenue $51,412,796
-
NON-MEDICAL HOME CARE SERVICES, ALSO KNOWN AS COMPASSIONATE CARE COMPANIONS, PROVIDES CAREGIVERS OFFERING SERVICES TAILORED TO INDIVIDUAL NEEDS IN CLIENT'S HOME. SERVICES INCLUDE: COMPANIONSHIP AND SOCIALIZATION; MEAL PREPARATION; LIGHT HOUSEKEEPING; TRANSPORTATION; ERRAND AND GROCERY SHOPPING; ASSISTANCE WITH PERSONAL CARE; SUPERVISION OF DRESSING AND GROOMING; AND RECREATIONAL ACTIVITIES. 24 HOUR LIVE-IN CARE SERVICES ARE AVAILABLE.
Expenses $4,194,143 · Revenue $5,256,457
-
MEDICAL HOME CARE PROVIDES CLIENTS WITH COMPREHENSIVE HOME CARE SERVICES. IN COORDINATION WITH THE CLIENT'S PHYSICIAN, THE TEAM WILL DEVELOP A PLAN OF CARE THAT PROMOTES RESTORATION OF HEALTH AND INDEPENDENCE DURING AN ILLNESS, OR FOLLOWING AN INJURY OR SURGICAL PROCEDURE IN HIS OR HER HOME SETTING. THE TEAM ALSO WORKS WITH INDIVIDUALS WHO ARE FACING CHALLENGES MEETING THE PHYSICAL DEMANDS OF DAILY LIVING AND CAN BENEFIT FROM SKILLED CARE IN THEIR HOMES.
Expenses $2,239,789 · Revenue $2,197,983
-
Expenses $7,293,454 · Revenue $5,410,278
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Alan PhillipsALAN PHILLIPS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Amy RichAMY RICH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Art SpinnerART SPINNER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Brian MilesBRIAN MILES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Ed FriedlandED FRIEDLAND
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Edward BurgerEDWARD BURGER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Emil MeshbergEMIL MESHBERG
VICE CHAIRPERSON
- Total calculated
- $0
- Hours/week
- 0.5
-
Eric Katz MDERIC KATZ MD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Eric N HendlinERIC N HENDLIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Gerald LutermanGERALD LUTERMAN
TREASURER
- Total calculated
- $0
- Hours/week
- 0.5
-
Harold Rosnick EsqHAROLD ROSNICK ESQ
HONORARY DIRECTOR FOR LIFE
- Total calculated
- $0
- Hours/week
- 0.5
-
Janet FreedmanJANET FREEDMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Jeff RadlerJEFF RADLER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Jennifer KanferJENNIFER KANFER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Jerry MinskyJERRY MINSKY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Jim BennettJIM BENNETT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Jon AugustJON AUGUST
CHAIRPERSON
- Total calculated
- $0
- Hours/week
- 0.5
-
Kenneth I Wirfel EsqKENNETH I WIRFEL ESQ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Marc LeveyMARC LEVEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Mark A LapineMARK A LAPINE
HONORARY DIRECTOR FOR LIFE
- Total calculated
- $0
- Hours/week
- 0.5
-
Martin F Wolf EsqMARTIN F WOLF ESQ
HONORARY DIRECTOR FOR LIFE
- Total calculated
- $0
- Hours/week
- 0.5
-
Michael FleischerMICHAEL FLEISCHER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Michael MarcusMICHAEL MARCUS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Mike Wolfson EsqMIKE WOLFSON ESQ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Milton SutinMILTON SUTIN
HONORARY DIRECTOR FOR LIFE
- Total calculated
- $0
- Hours/week
- 0.5
-
Nancy MagidaNANCY MAGIDA
SECRETARY
- Total calculated
- $0
- Hours/week
- 0.5
-
Philip SchaeferPHILIP SCHAEFER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Roslyn GoldsteinROSLYN GOLDSTEIN
HONORARY DIRECTOR FOR LIFE
- Total calculated
- $0
- Hours/week
- 0.5
-
Roy FriedmanROY FRIEDMAN
HONORARY DIRECTOR FOR LIFE
- Total calculated
- $0
- Hours/week
- 0.5
-
Scott Serels MDSCOTT SERELS MD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
William SimsWILLIAM SIMS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Moira ColangeloMOIRA COLANGELO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Cindy EpsteinCINDY EPSTEIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Neil LippmanNEIL LIPPMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Renee NorenRENEE NOREN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Mandy StantonMANDY STANTON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Jay GoldsteinJAY GOLDSTEIN
DIRECTOR (LEFT 9/2023)
- Total calculated
- $0
- Hours/week
- 0
-
Mitchell AdelsteinMITCHELL ADELSTEIN
DIRECTOR (LEFT 9/2023)
- Total calculated
- $0
- Hours/week
- 0
-
Mitchell KornblitMITCHELL KORNBLIT
DIRECTOR (LEFT 9/2023)
- Total calculated
- $0
- Hours/week
- 0
-
Ellen Hyde PhillipsELLEN HYDE PHILLIPS
DIRECTOR (LEFT 9/2023)
- Total calculated
- $0
- Hours/week
- 0
-
Andrew H BanoffANDREW H BANOFF
PRESIDENT OF JHE & CEO
- Total calculated
- $916,179
- From this org
- $875,053
- From related orgs
- $0
- Other
- $41,126
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $584,853
- Bonus
- $285,000
- Other
- $5,200
- Deferred
- $32,583
- Nontaxable benefits
- $8,543
- Filer's total
- $916,179
-
Elizabeth ZicariELIZABETH ZICARI
VP & COMMUNITY SERVICES & BUSINESS
- Total calculated
- $185,024
- From this org
- $184,448
- From related orgs
- $0
- Other
- $576
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $169,448
- Bonus
- $15,000
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $576
- Filer's total
- $185,024
-
Lawrence CondonLAWRENCE CONDON
SENIOR VP & ADMINISTRATOR
- Total calculated
- $322,978
- From this org
- $256,546
- From related orgs
- $0
- Other
- $66,432
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $241,546
- Bonus
- $15,000
- Other
- $0
- Deferred
- $49,264
- Nontaxable benefits
- $17,168
- Filer's total
- $322,978
-
Roger SlibyROGER SLIBY
VP & CHIEF FINANCIAL OFFICER
- Total calculated
- $244,211
- From this org
- $229,485
- From related orgs
- $0
- Other
- $14,726
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $214,485
- Bonus
- $15,000
- Other
- $0
- Deferred
- $6,183
- Nontaxable benefits
- $8,543
- Filer's total
- $244,211
-
Kara RodriguezKARA RODRIGUEZ
VP EMPLOYEE RELATIONS
- Total calculated
- $191,052
- From this org
- $178,176
- From related orgs
- $0
- Other
- $12,876
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $163,176
- Bonus
- $15,000
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $12,876
- Filer's total
- $191,052
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
- 3 · Independent compensation consultant
- 3 · Approval by the board or compensation committee
- 7 · Other non-fixed payments
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
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART I, LINE 7
- BONUSES RECEIVED BY THE LISTED OFFICERS ARE APPROVED BY THE BOARD OF DIRECTORS OF THE ORGANIZATION.
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.
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Disregarded entities
Part I: entities that legally are the filer and file no return of their own.
-
TJH SENIOR LIVING
INDEPENDENT LIVING PROJECT · CT · income $2,383,388 · assets $35,957,597
Directly controlled by JEWISH HOME FOR THE ELDERLY OF FAIRFIELD COUNTY DBA MOZAIC SENIOR LIFE
-
TJH HOLDINGS
HOLDING COMPANY · CT · income $0 · assets $0
Directly controlled by JEWISH HOME FOR THE ELDERLY OF FAIRFIELD COUNTY DBA MOZAIC SENIOR LIFE
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 12 August 2024
- IRS schema version
- 2022v5.0
- Source object
- 202402289349301465
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