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Nonprofiteer
← DAUGHTERS OF SARAH JEWISH FOUNDATION INC

Form 990 for tax year 2022

Filed by DAUGHTERS OF SARAH JEWISH FOUNDATION INC.

Totals

Total revenue
$1,314,517
Total expenses
$655,929
Contributions and grants received
$525,272
Grants paid
$309,380
Program service revenue
$0
Investment income
$661,543
Other revenue
$127,702
Total assets, end of year
$13,027,499
Total liabilities, end of year
$2,649,138
Net assets or fund balances, end of year
$10,378,361
Program services expenses (Part IX)
$458,567
Management and general expenses
$105,312
Fundraising expenses
$92,050
Program service expenses (Part III)
$458,567

Program services were 69.9% 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.

  • 1a · Federated campaigns

    $0

  • 1b · Membership dues

    $0

  • 1c · Fundraising events

    $146,708

  • 1d · Related organizations

    $0

  • 1e · Government grants (contributions)

    $0

  • 1f · All other contributions, gifts and grants

    $378,564

  • 1g · Noncash contributions included above

    $0

  • 3 · Investment income

    total $196,624 · related or exempt $196,624 · unrelated business $0 · excluded $0

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 5 · Royalties

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 6a · Gross rents

    real property $130,368 · personal property $0

  • 6b · Less rental expenses

    real property $0 · personal property $0

  • 6c · Rental income or loss

    real property $130,368 · personal property $0

  • 6d · Net rental income or loss

    total $130,368 · related or exempt $130,368 · unrelated business $0 · excluded $0

  • 7a · Gross sales of assets other than inventory

    securities $464,919 · other assets $0

  • 7b · Less cost or other basis and sales expenses

    securities $0 · other assets $0

  • 7c · Gain or loss

    securities $464,919 · other assets $0

  • 7d · Net gain or loss

    total $464,919 · related or exempt $464,919 · unrelated business $0 · excluded $0

  • 8a · Fundraising events: gross income

    $0

  • 8a · Fundraising events: contributions included on line 1c

    $146,708

  • 8b · Fundraising events: direct expenses

    $0

  • 8c · Net income from fundraising events

    total $0 · unrelated business $0 · excluded $0

  • 9a · Gaming: gross income

    $0

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 10a · Gross sales of inventory

    $12,092

  • 10b · Cost of goods sold

    $14,758

  • 10c · Net income from sales of inventory

    total -$2,666 · related or exempt -$2,666 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $309,380 · program services $309,380

  • 2 · Grants to domestic individuals

    total $0 · program services $0

  • 3 · Grants to foreign organizations and individuals

    total $0 · program services $0

  • 4 · Benefits paid to or for members

    total $0 · program services $0

  • 5 · Compensation of officers, directors and key employees

    total $161,750 · program services $80,875 · management and general $80,875 · fundraising $0

  • 6 · Compensation of disqualified persons

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 7 · Other salaries and wages

    total $67,344 · program services $4,456 · management and general $4,456 · fundraising $58,432

  • 8 · Pension plan contributions

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 9 · Other employee benefits

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 10 · Payroll taxes

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11a · Fees: management

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11b · Fees: legal

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11c · Fees: accounting

    total $7,300 · program services $0 · management and general $7,300 · fundraising $0

  • 11d · Fees: lobbying

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11f · Fees: investment management

    total $59,285 · program services $59,285 · management and general $0 · fundraising $0

  • 11g · Fees: other

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 12 · Advertising and promotion

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 13 · Office expenses

    total $0 · program services $0 · management and general $0

  • 14 · Information technology

    total $8,441 · program services $0 · management and general $0 · fundraising $8,441

  • 15 · Royalties

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 16 · Occupancy

    total $2,209 · program services $0 · management and general $2,209 · fundraising $0

  • 17 · Travel

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 18 · Travel or entertainment for public officials

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 19 · Conferences, conventions and meetings

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 20 · Interest

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 21 · Payments to affiliates

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 22 · Depreciation, depletion and amortization

    total $1,343 · program services $0 · management and general $1,343 · fundraising $0

  • 23 · Insurance

    total $4,857 · program services $0 · management and general $4,857 · fundraising $0

  • 24a · Other expenses: POSTAGE AND PRINTING

    total $2,079 · program services $621 · management and general $0 · fundraising $1,458

  • 24b · Other expenses: OTHER MISC EXPENSE

    total $9,929 · program services $3,950 · management and general $4,272 · fundraising $1,707

  • 24c · Other expenses: FUNDRAISING EVENT

    total $22,012 · program services $0 · management and general $0 · fundraising $22,012

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $183,152 · end of year $240,784

  • 2 · Savings and temporary cash investments

    beginning of year $0 · end of year $0

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $0

  • 4 · Accounts receivable

    beginning of year $0 · end of year $0

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $6,866 · end of year $6,820

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

    $626,748

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

    $149,050

  • 10c · Land, buildings and equipment, net

    beginning of year $477,117 · end of year $477,698

  • 11 · Investments: publicly traded securities

    beginning of year $14,025,173 · end of year $12,271,931

  • 12 · Investments: other securities

    beginning of year $0 · end of year $0

  • 13 · Investments: program-related

    beginning of year $0 · end of year $0

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $22,963 · end of year $30,266

  • 17 · Accounts payable and accrued expenses

    beginning of year $49,932 · end of year $49,968

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $0 · end of year $0

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $2,972,484 · end of year $2,599,170

  • 27 · Net assets without donor restrictions

    beginning of year $11,538,677 · end of year $10,222,759

  • 28 · Net assets with donor restrictions

    beginning of year $154,178 · end of year $155,602

Mission and programs · 2022

Mission

THE ORGANIZATION'S MISSION IS TO RAISE, DEVELOP, AND MANAGE RESOURCES, AND TO COMMUNICATE TO AND WITH THE PUBLIC REGARDING THE DAUGHTERS OF SARAH COMMUNITY FOR SENIORS' COMMUNITY PROGRAMS AND INITIATIVES. THIS IS ACCOMPLISHED BY CONDUCTING FUNDRAISING AND KNOWLEDGE AWARENESS PROGRAMS, AND BY ISSUING GRANTS TO THE DAUGHTERS OF SARAH NURSING CENTER, INC. AND THE DAUGHTERS OF SARAH HOUSING COMPANY, INC., D/B/A THE MASSRY RESIDENCE AT DAUGHTERS OF SARAH.

  • THE ORGANIZATION'S GOAL - TO SUPPORT, ENRICH AND ENHANCE PROGRAMS AND SERVICES FOR THE WELL AND INFIRM ELDERLY - IS ACCOMPLISHED BY ISSUING GRANTS TO THE DAUGHTERS OF SARAH NURSING & REHABILITATION CENTER. GRANTS TO THE NURSING CENTER PROVIDE FOR DIRECT NURSING AND PERSONAL CARE TO INFIRM NURSING HOME RESIDENTS. IT IS ESTIMATED THAT 56% OF THE RESIDENTS ARE INDIGENT, WITH THE COST OF THEIR CARE BEING PAID FOR BY MEDICAID (WHICH DOES NOT PROVIDE REIMBURSEMENT TO COVER THE ACTUAL COST OF RESIDENT CARE). THIS GRANT ALSO HELPS UNDERWRITE THE COSTS OF PROVIDING KOSHER FOOD IN KEEPING WITH JEWISH DIETARY LAWS; IN PROVIDING A RABBI FOR PASTORAL COUNSELING, JEWISH PROGRAMMING, AND FOR JEWISH HOLIDAY WORSHIP SERVICES; AND FOR PROVIDING ENTERTAINMENT AND ACTIVITIES PROGRAMMING. IN ADDITION, THE ORGANIZATION CONDUCTS AN ANNUAL FUND-RAISING CAMPAIGN (THE "ANNUAL FUND") THROUGHOUT THE YEAR, AS WELL AS A SERIES OF LOW KEY, TARGETED FUNDRAISING EFFORTS SURROUNDING THE OCCURRENCE OF CERTAIN JEWISH HOLIDAYS. IT HOSTS AN ANNUAL SIGNATURE FUNDRAISING SOCIAL EVENT FOR THE PUBLIC AT A LOCAL MUSEUM, GENERALLY IN NOVEMBER, FOR WHICH IT SOLICITS CORPORATE AND INDIVIDUAL SPONSORSHIPS. THE ORGANIZATION ALSO HOSTS AN ANNUAL SOCIAL EVENT DURING THE SUMMER TO CELEBRATE ITS LEADERSHIP DONORS. THE ORGANIZATION FURTHER COORDINATES THE OPERATION OF "SARAH'S CORNER", A GIFT SHOP FOR THE ENJOYMENT OF THE RESIDENTS, GUESTS AND STAFF OF DAUGHTERS OF SARAH COMMUNITY FOR SENIORS, WHICH SHOP IS LOCATED IN THE DAUGHTERS OF SARAH NURSING & REHABILITATION CENTER. THE RESULT OF THESE ACTIVITIES IS TO IMPROVE THE LIVES OF THE COMMUNITY'S RESIDENTS, TO ELEVATE THE COMMUNAL AWARENESS OF THE DAUGHTERS OF SARAH COMMUNITY FOR SENIORS, TO EDUCATE THE COMMUNITY AS TO THE PROGRAMS AND SERVICES PROVIDED TO THE SENIORS WE SERVE, TO CREATE AND STRENGTHEN A SUPPORT BASE OF INDIVIDUALS WHO WILL DONATE TO, AND PUBLICLY ADVOCATE FOR, THE COMMUNITY FOR SENIORS, AND TO RAISE FUNDS TO SUPPORT THE ORGANIZATION'S OPERATIONS AND MISSION.

    Expenses $149,187 · Revenue $789,245

  • THE ORGANIZATION'S GOAL - TO SUPPORT, ENRICH AND ENHANCE PROGRAMS AND SERVICES FOR THE WELL AND INFIRM ELDERLY - IS ACCOMPLISHED BY ISSUING GRANTS TO THE DAUGHTERS OF SARAH HOUSING COMPANY TO PROVIDE HOUSING SCHOLARSHIPS THAT SUBVENT THE COST OF RESIDENCY AT THE DAUGHTERS OF SARAH HOUSING COMPANY'S ASSISTED LIVING RESIDENCE. THIS GRANT ENABLES NEEDY INDIVIDUALS, UNABLE TO PAY THE FULL COST OF CARE, TO RECEIVE THE LEVEL OF PERSONAL CARE ASSISTANCE THEY NEED TO CARRY OUT THEIR REGULAR ACTIVITIES OF DAILY LIVING AND TO REMAIN IN A LEAST RESTRICTIVE ENVIRONMENT FOR THEIR PERSONAL CARE NEEDS, WHERE THEY CAN RECEIVE KOSHER MEALS IN ACCORDANCE WITH JEWISH DIETARY LAWS AND PROGRAMMING, ENTERTAINMENT AND ACTIVITIES IN KEEPING WITH THEIR COGNITIVE SKILL LEVEL AND BASED ON JEWISH TRADITIONS. GRANTS HAVE ALSO ESTABLISHED A LIFELONG EDUCATIONAL LEARNING PROGRAM, BRINGING RABBIS AND COLLEGE PROFESSORS TO PRESENT COURSES ON JEWISH CULTURAL, RELIGIOUS, HISTORICAL AND POLITICAL TOPICS.

  • THE ORGANIZATION HAS PROVIDED FUNDING TO SUPPORT THE ENHANCEMENT OF RESIDENT FOCUSED SERVICES AT THE DAUGHTERS OF SARAH NURSING & REHABILITATION CENTER, SUCH AS: (A) GRANTS FOR A TUITION REIMBURSEMENT PROGRAM TO REIMBURSE TUITION COSTS EXPENDED BY STAFF SEEKING TO IMPROVE THEIR SKILLS AND KNOWLEDGE FOR THE BETTERMENT OF RESIDENT CARE BY PROCURING ADDITIONAL PROFESSIONAL DEGREES (LPN, RN, MSW, ETC); (B) GRANTS TO IMPROVE THE TECHNOLOGICAL OFFERINGS AVAILABLE TO RESIDENTS, INCLUDING UPGRADES TO EQUIPMENT TO FOSTER AND ENHANCE RESIDENT COMMUNICATION AND (TO ADDRESS NEEDS MADE APPARENT BY COVID) TO EXPAND RESIDENT IN-ROOM EXPERIENCES; (C) FUNDING FOR A PROGRAM TO HELP ALLEVIATE STAFFING SHORTAGES BY HIRING POTENTIAL NURSING AIDE TRAINEES, PROVIDING THESE ECONOMICALLY DISADVANTAGED PERSONS LACKING HEALTHCARE SKILLS WITH GAINFUL EMPLOYMENT AND ON-SITE TRAINING TO QUALIFY FOR NURSING AIDE CERTIFICATION AT NO COST TO THE EMPLOYEE, ALONG WITH CONTINUED EMPLOYMENT ONCE CERTIFIED. THIS PROGRAM ENABLES THEM TO MEET THEIR DAILY LIVING EXPENSES WHILE STUDYING, IMPROVE THEIR MARKETABLE SKILLS, AND ENSURE THE PROSPECT OF CONTINUED EMPLOYMENT.

    Expenses $309,380 · Grants $309,380

As filed on the 2022 return.

Listed in Part VII

  • Mark Koblenz

    CEO

    Total calculated
    $376,588
    From this org
    $0
    From related orgs
    $330,206
    Other
    $46,382
    Hours/week
    16 + 22 related

    Schedule J breakdown matched by us

    Base
    $0 + $330,206 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $17,164 related
    Nontaxable benefits
    $0 + $29,218 related
    Filer's total
    $0 + $376,588 related

  • Courtney Mulson

    CFO

    Total calculated
    $265,616
    From this org
    $0
    From related orgs
    $223,246
    Other
    $42,370
    Hours/week
    2 + 36 related

    Schedule J breakdown matched by us

    Base
    $0 + $223,246 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $15,725 related
    Nontaxable benefits
    $0 + $26,645 related
    Filer's total
    $0 + $265,616 related

  • Andrew Swartz

    PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • Murray Massry

    VICE-PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • Neil Manasse

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • Gail Kendall

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • Barbara Wachs

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Aileen Leventon

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0

  • Brad Alfred

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Cheryl Burack

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Elaine Freedman

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • David Ginsburg

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Alan Kaplan

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Chana McIntyre

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Ira Lobel

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Ed Marinstein

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Jessica Richer

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Jay Rosenblum

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Gail Sokol

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Kimberly Stein

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

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

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

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
23 June 2023
IRS schema version
2022v5.0
Source object
202321739349301437

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