Form 990 for tax year 2023

Filed by JFH MANAGEMENT COMPANY INC.

Totals

Total revenue: $1,074,996
Total expenses: $1,436,591
Contributions and grants received: $10,846
Grants paid: $0
Program service revenue: $1,052,755
Investment income: $462
Other revenue: $10,933
Total assets, end of year: $1,470,170
Total liabilities, end of year: $4,715,370
Net assets or fund balances, end of year: -$3,245,200
Program services expenses (Part IX): $1,381,471
Management and general expenses: $55,120
Fundraising expenses: $0
Program service expenses (Part III): $1,381,471

Program services were 96.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

LARRY GOTTLIEB

PRESIDENT

Total calculated

$0

Hours/week

0.5 + 0.5 related
JAMES S FEIGENBAUM ESQ

VICE PRESIDENT

Total calculated

$0

Hours/week

0.5 + 0.5 related
NAOMI SCHIMMER

VICE PRESIDENT

Total calculated

$0

Hours/week

0.5 + 0.5 related
MICHAEL FRANKEL

VICE PRESIDENT

Total calculated

$0

Hours/week

0.5 + 0.5 related
CARL H BAGELL CPA

TREASURER

Total calculated

$0

Hours/week

0.5 + 0.5 related
AMANDA KAMINER

SECRETARY

Total calculated

$0

Hours/week

0.5 + 0.5 related
BRIAN ZELL MD

IMMEDIATE PAST PRESIDENT

Total calculated

$0

Hours/week

0.5 + 0.5 related
JD ABRAMS

TRUSTEE

Total calculated

$0

Hours/week

0.5 + 0.5 related
MARK ADLER

TRUSTEE

Total calculated

$0

Hours/week

0.5 + 0.5 related
NANCI EPSTEIN

TRUSTEE

Total calculated

$0

Hours/week

0.5 + 0.5 related
LAURA GOTTLIEB

TRUSTEE

Total calculated

$0

Hours/week

0.5 + 0.5 related
DAVID GUTIN ESQ

TRUSTEE

Total calculated

$0

Hours/week

0.5 + 0.5 related
SUSAN HERRON

TRUSTEE

Total calculated

$0

Hours/week

0.5 + 0.5 related
HEATHER KRAMER

TRUSTEE

Total calculated

$0

Hours/week

0.5 + 0.5 related
ANDREA ANDI LEVIN

TRUSTEE

Total calculated

$0

Hours/week

0.5 + 0.5 related
ALISON PLATT-TARNOPOL

TRUSTEE

Total calculated

$0

Hours/week

0.5 + 0.5 related
MARK R ROSEN ESQ

TRUSTEE

Total calculated

$0

Hours/week

0.5 + 0.5 related
AMY ROSSANO

TRUSTEE

Total calculated

$0

Hours/week

0.5 + 0.5 related
GLENN SLOVES

TRUSTEE

Total calculated

$0

Hours/week

0.5 + 0.5 related
MARK SOBEL

TRUSTEE

Total calculated

$0

Hours/week

0.5 + 0.5 related
DAVID SPECTOR

TRUSTEE

Total calculated

$0

Hours/week

0.5 + 0.5 related
NANCY PERILSTEIN

TRUSTEE

Total calculated

$0

Hours/week

0.5 + 0.5 related
LEORA WAICHE

TRUSTEE

Total calculated

$0

Hours/week

0.5 + 0.5 related
DAVID THOMPSON

CHIEF EXECUTIVE OFFICER

Total calculated

$321,090

From this org

$0

From related orgs

$301,494

Other

$19,596

Hours/week

1 + 39 related

Schedule J breakdown matched by us

Base

$0 + $280,462 related

Bonus

$0 + $3,000 related

Other

$0 + $18,032 related

Deferred

$0 + $3,724 related

Nontaxable benefits

$0 + $15,872 related

Filer's total

$0 + $321,090 related
MEREDITH BECKER

CHIEF OPERATIONAL OFFICER

Total calculated

$212,029

From this org

$0

From related orgs

$209,411

Other

$2,618

Hours/week

1 + 39 related

Schedule J breakdown matched by us

Base

$0 + $199,609 related

Bonus

$0 + $2,500 related

Other

$0 + $7,302 related

Deferred

$0 + $2,618 related

Nontaxable benefits

$0

Filer's total

$0 + $212,029 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)

PART I, LINE 3: SJF-CCRC USES A COMPENSATION COMMITTEE, FORM 990 TAX RETURNS FROM OTHER ORGANIZATIONS, COMPENSATION SURVEYS AND STUDIES, 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.

JEWISH FEDERATION OF SOUTHERN NEW JERSEY

501(C)(3) · SOCIAL SERVICES & OTHER COMMUNITY SERVICES · NJ
JEWISH FEDERATION SENIOR HOUSING INC

501(C)(3) · AFFORDABLE HOUSING FOR SENIOR CITIZENS · NJ
SJF CCRC INC

501(C)(3) · CONTINUING CARE RETIREMENT COMMUNITY · NJ

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.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

BERNARD DUBIN HOUSE LIMITED PARTNERSHIP

REAL ESTATE · NJ

Provenance

Return type: form_990
Tax year: 2023
Filed: 10 November 2024
IRS schema version: 2023v5.1
Source object: 202413199349315251

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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