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Nonprofiteer
← JEWISH HOME FOUNDATION INC

Form 990 for tax year 2022

Filed by JEWISH HOME FOUNDATION INC.

Totals

Total revenue
$819,539
Total expenses
$717,688
Contributions and grants received
$701,640
Grants paid
$689,218
Program service revenue
$0
Investment income
$117,899
Other revenue
$0
Total assets, end of year
$14,077,836
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$14,077,836
Program services expenses (Part IX)
$717,688
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$717,688

Program services were 100.0% 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.

  • 1f · All other contributions, gifts and grants

    $701,640

  • 3 · Investment income

    total $117,899 · excluded $117,899

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $689,218 · program services $689,218

  • 11f · Fees: investment management

    total $28,470 · program services $28,470

Balance sheet

Part X, book values.

  • 11 · Investments: publicly traded securities

    beginning of year $13,013,028 · end of year $14,077,836

  • 27 · Net assets without donor restrictions

    beginning of year $928,846 · end of year $840,872

  • 28 · Net assets with donor restrictions

    beginning of year $12,084,182 · end of year $13,236,964

Mission and programs · 2022

Mission

TO CARRY OUT ACTIVITIES EXCLUSIVELY FOR CHARITABLE, EDUCATIONAL OR RELIGIOUS PURPOSES FOR THE BENEFIT OF THE CHARITABLE ENTITY, JEWISH HOME LIFE COMMUNITIES, INC. AND RELATED ENTITIES.

Activities or mission (Part I)

SEE SCHEDULE O FOR COMPLETE MISSION DESCRIPTION.TO CARRY OUT ACTIVITIES EXCLUSIVELY FOR CHARITABLE, EDUCATIONAL OR RELIGIOUS PURPOSES FOR THE BENEFIT OF THE CHARITABLE ENTITY, JEWISH HOME LIFE COMMUNITIES, INC. AND RELATED ENTITIES.

  • MANAGEMENT AND INVESTMENT OF ENDOWMENT FUNDS ON BEHALF OF AND FOR THE FUTURE USE OF JEWISH HOME LIFE COMMUNITIES, INC. AND ITS RELATED ENTITIES.

    Expenses $717,688 · Grants $689,218

As filed on the 2022 return.

Listed in Part VII

  • Harley Tabak

    CEO

    Total calculated
    $485,506
    From this org
    $0
    From related orgs
    $476,734
    Other
    $8,772
    Hours/week
    0.5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $419,334 related
    Bonus
    $0 + $57,400 related
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $8,772 related
    Filer's total
    $0 + $485,506 related

  • Jeffrey Gopen

    CEO

    Total calculated
    $384,923
    From this org
    $0
    From related orgs
    $366,525
    Other
    $18,398
    Hours/week
    0.5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $344,525 related
    Bonus
    $0 + $22,000 related
    Other
    $0
    Deferred
    $0 + $9,626 related
    Nontaxable benefits
    $0 + $8,772 related
    Filer's total
    $0 + $384,923 related

  • Neelam Rahatekar

    CFO AND COO

    Total calculated
    $329,761
    From this org
    $0
    From related orgs
    $320,859
    Other
    $8,902
    Hours/week
    0.5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $290,859 related
    Bonus
    $0 + $30,000 related
    Other
    $0
    Deferred
    $0 + $130 related
    Nontaxable benefits
    $0 + $8,772 related
    Filer's total
    $0 + $329,761 related

  • Stephen Merlin

    PRESIDENT

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Deborah Maslia

    AD-HOC MEMBER

    Total calculated
    $0
    Hours/week
    0.5 + 2 related

  • Jerry Weiner

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Jeff Berman

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5 + 2 related

  • Lee Katz

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5 + 2 related

  • Barry Berlin

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Steve Berman

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Etta Raye Hirsch

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Lowell Fine

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Elise Eplan

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Eydie Koonin

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • David Rubenstein

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Jarvin Levison

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Michael Axelrod

    BOARD MEMBER

    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

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

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.

Provenance

Return type
form_990
Tax year
2022
Filed
2 May 2024
IRS schema version
2022v5.0
Source object
202431249349300038

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