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 SribergTERRI C SRIBERG
CHAIRMAN
- Total calculated
- $0
- Hours/week
- 2 + 16 related
-
Vicki LoringVICKI LORING
TREASURER/SECRETARY
- Total calculated
- $0
- Hours/week
- 2 + 6 related
-
Richard ComiterRICHARD COMITER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2 + 6 related
-
Marilyn KatzMARILYN KATZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2 + 8 related
-
Stanley M KatzSTANLEY M KATZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2 + 16 related
-
Arthur S LoringARTHUR S LORING
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2 + 16 related
-
David MoscowDAVID MOSCOW
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2 + 10 related
-
Dean RosenbachDEAN ROSENBACH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2 + 6 related
-
Andrew SankinANDREW SANKIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2 + 6 related
-
Cynthia HirschCYNTHIA HIRSCH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2 + 6 related
-
Francine KittredgeFRANCINE KITTREDGE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2 + 10 related
-
Beth GoldbergBETH GOLDBERG
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2 + 6 related
-
John LevinJOHN LEVIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2 + 6 related
-
Deborah RobbinsDEBORAH ROBBINS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2 + 6 related
-
Judith SchlagerJUDITH SCHLAGER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2 + 6 related
-
Sheila ApplesteinSHEILA APPLESTEIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2 + 6 related
-
Eileen BermanEILEEN BERMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2 + 6 related
-
Heidi HorowitizHEIDI HOROWITIZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2 + 6 related
-
Wendy LevyWENDY LEVY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2 + 6 related
-
Keith MyersKEITH MYERS
PRESIDENT/CEO
- Total calculated
- $0
- Hours/week
- 2 + 18 related
-
Randy WolanRANDY 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-NisbettPAOLA 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 UzziJUDITH UZZI
CLINICAL PROGRAM DIRECTOR
- Total calculated
- $136,463
- From this org
- $131,318
- From related orgs
- $0
- Other
- $5,145
- Hours/week
- 40
-
Erica RosenkranzERICA 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 RoutmanLEIGH 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 SadowskyALAN 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.
-
JOSEPH L MORSE HEALTH CENTER INC
501(C)(3) · OWNS AND OPERATES A SKILLED NURSING FACILITY · FL
Directly controlled by MORSELIFE HEALTH SYSTEM INC
-
501(C)(3) · PROVIDES FUNDING TO AFFILIATED TAX-EXEMPT ENTITIES · FL
Directly controlled by MORSELIFE HEALTH SYSTEM INC
-
MORSELIFE HOUSING CORPORATION INC
501(C)(3) · OPERATES A SENIOR LIVING COMMUNITY WITH FULL HEALTH SERVICES · FL
Directly controlled by MORSELIFE HEALTH SYSTEM INC
-
NEARLY NEW THRIFT SHOP OF MORSE GERIATRIC INC
501(C)(3) · RAISES FUNDS TO SUPPORT AFFILIATED TAX-EXEMPT ENTITIES · FL
Directly controlled by MORSELIFE HEALTH SYSTEM INC
-
501(C)(3) · RAISES FUNDS TO SUPPORT AFFILIATED TAX-EXEMPT ENTITIES · FL
Directly controlled by MORSELIFE FOUNDATION INC
-
501(C)(3) · PROVIDES HOME HEALTH AND OTHER SERVICES TO SENIORS · FL
Directly controlled by MORSELIFE HEALTH SYSTEM INC
-
MORSELIFE HOSPICE INSTITUTE INC
501(C)(3) · PROVIDES HOSPICE AND PALLIATIVE CARE SERVICES. · FL
Directly controlled by MORSELIFE HOME CARE INC
-
501(C)(3) · PROVIDES HEALTH CARE, HOUSING AND SUPPORT SERVICES TO SENIORS · FL
-
NEXT GENERATIONS OF HOLOCAUST SURVIVORS INC
501(C)(3) · PROVIDES LEARNING OPPORTUNITIES THROUGH LESSONS LEARNED FROM THE HOLOCAUST · FL · controlled entity
Directly controlled by LOLA & SAUL KRAMER SENIOR SERVICES AGENCY INC
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 10 April 2024
- IRS schema version
- 2022v5.0
- Source object
- 202401019349301300
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