Skip to content
Nonprofiteer
← LOLA & SAUL KRAMER SENIOR SERVICES AGENCY INC

Form 990 for tax year 2022

Filed by LOLA & SAUL KRAMER SENIOR SERVICES AGENCY INC.

Totals

Total revenue
$3,984,667
Total expenses
$4,099,120
Contributions and grants received
$3,521,251
Grants paid
$1,951,631
Program service revenue
$463,416
Investment income
$0
Other revenue
$0
Total assets, end of year
$1,096,879
Total liabilities, end of year
$1,497,729
Net assets or fund balances, end of year
-$400,850
Program services expenses (Part IX)
$3,760,651
Management and general expenses
$338,469
Fundraising expenses
$0
Program service expenses (Part III)
$3,760,651

Program services were 91.7% 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.

  • 1d · Related organizations

    $3,031,798

  • 1f · All other contributions, gifts and grants

    $489,453

  • 2a · Program service revenue: COMMUNITY SERVICES

    total $334,268 · related or exempt $334,268

  • 2b · Program service revenue: MEALS ON WHEELS

    total $129,148 · related or exempt $129,148

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $152,134 · program services $152,134

  • 2 · Grants to domestic individuals

    total $1,799,497 · program services $1,799,497

  • 7 · Other salaries and wages

    total $905,266 · program services $780,228 · management and general $125,038

  • 9 · Other employee benefits

    total $32,681 · program services $23,037 · management and general $9,644

  • 10 · Payroll taxes

    total $85,341 · program services $67,438 · management and general $17,903

  • 11a · Fees: management

    total $182,429 · program services $58,428 · management and general $124,001

  • 11b · Fees: legal

    total $700 · program services $700

  • 11g · Fees: other

    total $156,126 · program services $151,245 · management and general $4,881

  • 12 · Advertising and promotion

    total $6,716 · program services $2,996 · management and general $3,720

  • 13 · Office expenses

    total $53,449 · program services $35,160 · management and general $18,289

  • 14 · Information technology

    total $17,830 · program services $17,830

  • 16 · Occupancy

    total $51,609 · program services $42,904 · management and general $8,705

  • 17 · Travel

    total $303 · program services $303

  • 19 · Conferences, conventions and meetings

    total $104,260 · program services $103,679 · management and general $581

  • 20 · Interest

    total $72 · program services $72

  • 22 · Depreciation, depletion and amortization

    total $13,900 · program services $13,900

  • 23 · Insurance

    total $21,522 · management and general $21,522

  • 24a · Other expenses: DIETARY EXPENSES

    total $461,232 · program services $461,232

  • 24b · Other expenses: RECRUITING

    total $21,591 · program services $17,406 · management and general $4,185

  • 24c · Other expenses: MEALS AND ENTERTAINMENT

    total $14,700 · program services $14,700

  • 24d · Other expenses: RESIDENT EXPENSES

    total $10,440 · program services $10,440

  • 24e · All other expenses

    total $7,322 · program services $7,322

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $130,596 · end of year $51,886

  • 4 · Accounts receivable

    beginning of year $97,131 · end of year $158,695

  • 9 · Prepaid expenses and deferred charges

    beginning of year $52,752 · end of year $19,485

  • 10a · Land, buildings and equipment: cost or other basis

    $90,489

  • 10b · Land, buildings and equipment: accumulated depreciation

    $66,146

  • 10c · Land, buildings and equipment, net

    beginning of year $22,676 · end of year $24,343

  • 15 · Other assets

    beginning of year $449,852 · end of year $842,470

  • 17 · Accounts payable and accrued expenses

    beginning of year $446,791 · end of year $349,964

  • 19 · Deferred revenue

    beginning of year $8,403 · end of year $304

  • 25 · Other liabilities

    beginning of year $584,210 · end of year $1,147,461

  • 27 · Net assets without donor restrictions

    beginning of year -$286,397 · end of year -$400,850

Mission and programs · 2022

Mission

THE FILING ORGANIZATION IS A MISSION-DRIVEN NOT-FOR-PROFIT ORGANIZATION OFFERING HOME AND COMMUNITY-BASED SERVICES PRIMARILY TO THE JEWISH ELDERLY OF PALM BEACH COUNTY. THE GOAL IS TO HELP CLIENTS MAINTAIN THEIR INDEPENDENCE BY REMAINING IN THEIR OWN HOMES.

Activities or mission (Part I)

TO PROVIDE SKILLED NURSING AND OTHER THERAPEUTIC, SOCIAL AND SPIRITUAL SERVICES TO CLIENTS.

  • HOLOCAUST NOW INITIATIVE - THE HOLOCAUST INITIATIVE IS TO IDENTIFY AND PROVIDE SERVICES TO HOLOCAUST SURVIVORS AND THEIR FAMILIES IN PALM BEACH COUNTY FLORIDA. HOLOCAUST SURVIVORS MAY RECEIVE BENEFITS FROM EXISTING SERVICE PROVIDERS HOWEVER, IT IS COMMON THAT THE SERVICES PROVIDED ARE LIMITED OR INCOMPLETE. THE HOLOCAUST INITIATIVE ASSESSES CLIENT AND FAMILY NEEDS AND USES THE ARRAY OF SERVICES AVAILABLE AT MORSELIFE HEALTH SYSTEM TO FILL IN THESE GAPS. SERVICES MAY INCLUDE, HOME CARE, CHORE SERVICES, REHABILITATION SERVICES, HOUSING ASSISTANCE AND COUNSELING. THE NOW INITIATIVE ALSO ACTIVELY WORKS THROUGH COMMUNITY EDUCATION, SEMINARS, AND AN ACTIVE OUTREACH PROGRAM TO IDENTIFY SURVIVORS THAT WERE PREVIOUSLY NOT KNOWN TO THE ORGANIZED JEWISH COMMUNITY.

    Expenses $2,039,747 · Grants $1,791,565

  • THE NEIGHBOR TO NEIGHBOR (N2N) PROGRAM IDENTIFIES NEEDS AND PROVIDES A FULL RANGE OF PROGRAMS AND SERVICES TO ENABLE OLDER ADULTS IN 12 GATED COMMUNITIES. THESE SERVICES ARE SOCIAL AND RECREATIONAL ACTIVITIES, EDUCATION PROGRAMS, REFERRAL TO MEDICAL, HOMECARE, LEGAL AND FINANCIAL SERVICES, ACCESS TO PREVENTIVE HEALTHCARE SERVICES, SUPPORT FOR FAMILY CAREGIVERS AND TRANSPORTATION FOR SHOPPING AND EVENTS. THE JUST CHECKING PROGRAM PROVIDES CARE MANAGEMENT SERVICES IN THE HOME. THE PROGRAM HAS BEEN OPERATIONAL SINCE 2000 AND WAS ORIGINALLY DESIGNED TO PRESERVE PEOPLE AT HOME AND AVOID INSTITUTIONAL CARE.

    Expenses $860,617 · Grants $1,046 · Revenue $334,268

  • THE KOSHER MEALS ON WHEELS PROGRAM WAS DEVELOPED IN RESPONSE TO AN UNMET NEED IN THE COMMUNITY. DELIVERY IS PROVIDED BY VOLUNTEERS AND IS AVAILABLE TO THE HOMEBOUND ELDERLY WITHIN A SPECIFIC GEOGRAPHICAL AREA. MEALS ARE KEPT TO A NOMINAL COST, WHICH IS ACTUALLY PRICED TO BE BELOW THE COST OF PREPARING AND PLATING THE MEAL. ALMOST ALL OF THE 46,048 HOME-DELIVERED MEALS ARE DELIVERED BY A DEDICATED CORPS OF VOLUNTEERS WHO WILLINGLY GIVE THEIR TIME AND SERVICES FOR THIS PROGRAM. FOR MANY MEALS ON WHEELS RECIPIENTS, THIS IS THE ONE NUTRITIOUS, FORTIFIED MEAL THEY RECEIVE DAILY, AND BECAUSE OF AN INFERIOR PUBLIC TRANSPORTATION SYSTEM AND THEIR OWN INABILITY TO DRIVE, THIS PROGRAM IS A LIFELINE THAT ENABLES THESE MEAL RECIPIENTS TO REMAIN LIVING INDEPENDENTLY IN THE COMMUNITY. THIS PROGRAM SERVES 245 CLIENTS.

    Expenses $385,285 · Revenue $129,148

  • HOMEBOUND MITZVAH PROGRAM - THIS PROGRAM BRINGS THE HIGH HOLIDAYS AND PASSOVER TO HOMEBOUND MEMBERS OF THE JEWISH COMMUNITY. VOLUNTEERS PREPARE AND DELIVER MEALS, DVD'S OF SERVICES, RELIGIOUS ITEMS AND PRAYER BOOKS TO MEMBERS OF THE COMMUNITY. THIS PROGRAM SERVED 2,380 MEALS DURING THE YEAR ENDED MAY 31, 2022. A COMPLETE MEAL, INCLUDING ALL THE TRIMMINGS AND A DVD RELIGIOUS SERVICE IS PROVIDED SO THAT JEWISH SENIORS, WHO ARE UNABLE TO PREPARE A TRADITIONAL MEAL, CAN CONTINUE TO CELEBRATE CULTURAL TRADITIONS THAT THEY HAVE EXPERIENCED THEIR ENTIRE LIFE. THIS PROGRAM SERVED 2,380 MEALS DURING THE CURRENT YEAR.PROMISE FUND - THE PROMISE FUND IS A GRANT ALLOCATION FROM THE PROMISE FOUNDATION A 501 C (3) ORGANIZATION. THE PROGRAM IS DESIGNED TO PROVIDE PATIENT NAVIGATION SERVICES AND DIAGNOSTIC ASSESSMENTS AS NEEDED TO PATIENTS. THE PROGRAM EMPHASIZES PROVIDING ASSISTANCE TO LOW INCOME MINORITY AND UNDERSERVED POPULATIONS WITH LIMITED ACCESS TO THE EXISTING HEALTH CARE NETWORK. THE GOAL OF THE PROGRAM IS TO PROMOTE EARLY DETECTION AND PROVIDE EDUCATION IN THOSE COMMUNITIES THAT TYPICALLY PRESENT WITH STAGE III AND STAGE IV CANCERS.

    Expenses $475,002 · Grants $159,020

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Terri C Sriberg

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    2 + 16 related
  • Vicki Loring

    TREASURER/SECRETARY

    Total calculated
    $0
    Hours/week
    2 + 6 related
  • Richard Comiter

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 6 related
  • Marilyn Katz

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 8 related
  • Stanley M Katz

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 16 related
  • Arthur S Loring

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 16 related
  • David Moscow

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 10 related
  • Dean Rosenbach

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 6 related
  • Andrew Sankin

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 6 related
  • Cynthia Hirsch

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 6 related
  • Francine Kittredge

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 10 related
  • Beth Goldberg

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 6 related
  • John Levin

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 6 related
  • Deborah Robbins

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 6 related
  • Judith Schlager

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 6 related
  • Sheila Applestein

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 6 related
  • Eileen Berman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 6 related
  • Heidi Horowitiz

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 6 related
  • Wendy Levy

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 6 related
  • Keith Myers

    PRESIDENT/CEO

    Total calculated
    $0
    Hours/week
    2 + 18 related
  • Randy Wolan

    CFO (BEG. 6/30/23)

    Total calculated
    $261,709
    From this org
    $0
    From related orgs
    $253,528
    Other
    $8,181
    Hours/week
    2 + 56 related

    Schedule J breakdown matched by us

    Base
    $0 + $233,478 related
    Bonus
    $0 + $20,050 related
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $8,181 related
    Filer's total
    $0 + $261,709 related
  • Paola Pouponneau-Nisbett

    SR. VP OF COMMUNITY (BEG. 01/23)

    Total calculated
    $251,830
    From this org
    $0
    From related orgs
    $246,146
    Other
    $5,684
    Hours/week
    8 + 42 related

    Schedule J breakdown matched by us

    Base
    $0 + $246,096 related
    Bonus
    $0 + $50 related
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $5,684 related
    Filer's total
    $0 + $251,830 related
  • Judith Uzzi

    CLINICAL PROGRAM DIRECTOR

    Total calculated
    $136,463
    From this org
    $131,318
    From related orgs
    $0
    Other
    $5,145
    Hours/week
    40
  • Erica Rosenkranz

    DIR. HOLOCAUST & SURVIVOR INITIATIVES

    Total calculated
    $114,115
    From this org
    $100,638
    From related orgs
    $0
    Other
    $13,477
    Hours/week
    40
  • Leigh Routman

    EXECUTIVE DIR. LIVING LEARNING EXP.

    Total calculated
    $120,763
    From this org
    $113,601
    From related orgs
    $0
    Other
    $7,162
    Hours/week
    40
  • Alan Sadowsky

    SR. VP OF COMMUNITY (END. 12/22)

    Total calculated
    $658,272
    From this org
    $0
    From related orgs
    $629,879
    Other
    $28,393
    Hours/week
    8 + 42 related

    Schedule J breakdown matched by us

    Base
    $0 + $619,063 related
    Bonus
    $0 + $113 related
    Other
    $0 + $10,703 related
    Deferred
    $0 + $9,797 related
    Nontaxable benefits
    $0 + $18,596 related
    Filer's total
    $0 + $658,272 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

  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 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 4B
MORSELIFE HOME CARE, INC., A RELATED ORGANIZATION, MAINTAINS A NONQUALIFIED EMPLOYEE DEFERRED COMPENSATION PLAN OPEN TO CERTAIN KEY EMPLOYEES UNDER INTERNAL REVENUE CODE 457(B) AND SECTION 457(F) (COLLECTIVELY, THE 457 PLANS). THE 457 PLANS PROVIDE, AMONG OTHER THINGS, FOR VOLUNTARY CONTRIBUTIONS TO BE MADE BY ELIGIBLE PARTICIPANTS. THESE FUNDS REMAIN THE PROPERTY OF MORSELIFE HEALTH SYSTEM, INC. AND SUBSIDIARIES. MORSELIFE HEALTH SYSTEM, INC. AND SUBSIDIARIES HAVE A FIDUCIARY DUTY OF ACCOUNTABILITY FOR THESE FUNDS. MORSELIFE HOME CARE, INC. MADE CONTRIBUTIONS ON BEHALF OF THE FOLLOWING LISTED EMPLOYEE(S) THAT PARTICIPATED IN THE DEFERRED COMPENSATION PLAN UNDER IRC. SEC. 457(B): SADOWSKY, ALAN - $10,703

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

  • TO SERVE RECIPIENTS WITH HOME DELIVERED MEALS, CARE MANAGEMENT, CAREGIVER SUPPORT AND NUTRITIONAL SERVICES.

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.

Provenance

Return type
form_990
Tax year
2022
Filed
10 April 2024
IRS schema version
2022v5.0
Source object
202401019349301300

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

The source document this was parsed from is served over the API, which is where bulk and document access live.