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Nonprofiteer
← METROPOLITAN JEWISH HEALTH SYSTEM FOUNDATION

Form 990 for tax year 2023

Filed by METROPOLITAN JEWISH HEALTH SYSTEM FOUNDATION.

Totals

Total revenue
$6,639,949
Total expenses
$4,152,127
Contributions and grants received
$2,906,165
Grants paid
$2,465,664
Program service revenue
$0
Investment income
$3,794,955
Other revenue
-$61,171
Total assets, end of year
$123,051,181
Total liabilities, end of year
$1,169,327
Net assets or fund balances, end of year
$121,881,854
Program services expenses (Part IX)
$2,465,664
Management and general expenses
$643,636
Fundraising expenses
$1,042,827
Program service expenses (Part III)
$2,465,664

Program services were 59.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • DAVID WAGNER

    CFO, PRESIDENT

    Total calculated
    $1,485,170
    From this org
    $0
    From related orgs
    $1,346,372
    Other
    $138,798
    Hours/week
    2.96 + 31.55 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,084,208 related
    Bonus
    $0 + $195,000 related
    Other
    $0 + $67,164 related
    Deferred
    $0 + $56,925 related
    Nontaxable benefits
    $0 + $81,873 related
    Filer's total
    $0 + $1,485,170 related

  • DAVID KOSCHITZKI

    CHIEF FINANCIAL OFFICER

    Total calculated
    $820,536
    From this org
    $0
    From related orgs
    $696,333
    Other
    $124,203
    Hours/week
    0.53 + 33.97 related

    Schedule J breakdown matched by us

    Base
    $0 + $569,608 related
    Bonus
    $0 + $82,500 related
    Other
    $0 + $44,225 related
    Deferred
    $0 + $46,200 related
    Nontaxable benefits
    $0 + $78,003 related
    Filer's total
    $0 + $820,536 related

  • CHRISTINA VAN VORT

    ASSISTANT SECRETARY

    Total calculated
    $767,682
    From this org
    $0
    From related orgs
    $680,101
    Other
    $87,581
    Hours/week
    0.53 + 34.47 related

    Schedule J breakdown matched by us

    Base
    $0 + $567,423 related
    Bonus
    $0 + $82,500 related
    Other
    $0 + $30,178 related
    Deferred
    $0 + $46,200 related
    Nontaxable benefits
    $0 + $41,381 related
    Filer's total
    $0 + $767,682 related

  • LINDA SCHUR-SCALETTAR

    CHIEF DEVELOPMENT OFFICER

    Total calculated
    $413,281
    From this org
    $329,646
    From related orgs
    $0
    Other
    $83,635
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $301,534
    Bonus
    $5,000
    Other
    $23,112
    Deferred
    $22,713
    Nontaxable benefits
    $60,922
    Filer's total
    $413,281

  • Chinwe Egonu

    DIRECTOR OF FDN. OPERATIONS

    Total calculated
    $183,520
    From this org
    $123,719
    From related orgs
    $0
    Other
    $59,801
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $122,844
    Bonus
    $0
    Other
    $875
    Deferred
    $9,046
    Nontaxable benefits
    $50,755
    Filer's total
    $183,520

  • JESSICA LAUFER

    DIRECTOR OF DEVELOPMENT

    Total calculated
    $129,900
    From this org
    $117,587
    From related orgs
    $0
    Other
    $12,313
    Hours/week
    35

  • BURTON ESRIG

    CHAIR

    Total calculated
    $0
    Hours/week
    0.5 + 3 related

  • STEVEN TOPAL

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    0.5 + 4.5 related

  • ARTHUR GOSHIN

    SECRETARY/TREASURER

    Total calculated
    $0
    Hours/week
    0.5 + 4.5 related

  • ALEXANDER BALKO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 1.5 related

  • ELI S FELDMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 4 related

  • RONALD MILCH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 1 related

  • DANIELLE ROLLMANN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 6 related

  • JAY TALBOT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 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

  • 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 3:
THE SALARIES FOR THE EXECUTIVES ARE DETERMINED BY METROPOLITAN JEWISH HEALTH SYSTEM, INC., A RELATED ORGANIZATION. THE METHODS UTILIZED INCLUDE A COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANTS, REVIEW OF THE FORM 990 OF OTHER ORGANIZATIONS, WRITTEN EMPLOYMENT CONTRACT, COMPENSATION SURVEYS OR STUDIES AND APPROVAL BY THE COMPENSATION COMMITTEE OF THE BOARD.

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

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.

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 corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • MJGC CORP

    C CORPORATION · HOLDING COMPANY · NY · share of income $0 · share of assets $0

    Directly controlled by MJHS

  • MJHS SOLUTIONS INC

    C CORPORATION · HOLDING COMPANY · NY · 100% owned · share of income $1,037,083 · share of assets $3,193,233 · controlled entity

    Directly controlled by MJHS FOUNDATION

Provenance

Return type
form_990
Tax year
2023
Filed
15 November 2024
IRS schema version
2023v5.1
Source object
202413169349301241

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