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Nonprofiteer
← LAKEWOOD RESOURCE AND REFERRAL CENTER INC

Form 990 for tax year 2023

Filed by LAKEWOOD RESOURCE AND REFERRAL CENTER INC.

Totals

Total revenue
$61,091,530
Total expenses
$56,346,129
Contributions and grants received
$12,658,126
Grants paid
$191,581
Program service revenue
$46,449,299
Investment income
$1,131,311
Other revenue
$852,794
Total assets, end of year
$75,549,372
Total liabilities, end of year
$22,201,082
Net assets or fund balances, end of year
$53,348,290
Program services expenses (Part IX)
$43,837,209
Management and general expenses
$12,508,920
Fundraising expenses
$0
Program service expenses (Part III)
$43,837,209

Program services were 77.8% 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.

  • 1e · Government grants (contributions)

    $9,331,335

  • 1f · All other contributions, gifts and grants

    $3,326,791

  • 1g · Noncash contributions included above

    $2,004,459

  • 2a · Program service revenue: MEDICAID AND MEDICAID MANAGED CAR

    total $38,158,770 · related or exempt $38,158,770

  • 2b · Program service revenue: PRIVATE INSURANCE

    total $2,924,428 · related or exempt $2,924,428

  • 2c · Program service revenue: 340B PHARMACY

    total $2,007,512 · related or exempt $2,007,512

  • 2d · Program service revenue: MEDICARE

    total $1,444,128 · related or exempt $1,444,128

  • 2e · Program service revenue: SELF-PAY

    total $997,244 · related or exempt $997,244

  • 2f · All other program service revenue

    total $917,217 · related or exempt $917,217

  • 3 · Investment income

    total $1,131,311 · excluded $1,131,311

  • 11a · Other revenue: QUALITY INCENTIVES

    total $494,865 · related or exempt $494,865

  • 11b · Other revenue: FLOOD INSURANCE SETTLEMENT

    total $238,605 · excluded $238,605

  • 11d · All other revenue

    total $119,324 · related or exempt $119,324

  • 11e · Other revenue, total

    $852,794

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $191,581 · program services $191,581

  • 5 · Compensation of officers, directors and key employees

    total $2,105,571 · program services $1,624,878 · management and general $480,693

  • 7 · Other salaries and wages

    total $26,477,463 · program services $20,432,774 · management and general $6,044,689

  • 8 · Pension plan contributions

    total $378,364 · program services $291,985 · management and general $86,379

  • 9 · Other employee benefits

    total $1,181,497 · program services $911,766 · management and general $269,731

  • 10 · Payroll taxes

    total $2,223,320 · program services $1,715,746 · management and general $507,574

  • 11b · Fees: legal

    total $432,282 · management and general $432,282

  • 11c · Fees: accounting

    total $303,336 · management and general $303,336

  • 11g · Fees: other

    total $9,712,993 · program services $7,869,029 · management and general $1,843,964

  • 12 · Advertising and promotion

    total $798,547 · program services $538,736 · management and general $259,811

  • 13 · Office expenses

    total $176,257 · program services $130,258 · management and general $45,999

  • 14 · Information technology

    total $970,466 · program services $728,602 · management and general $241,864

  • 16 · Occupancy

    total $1,963,526 · program services $1,456,925 · management and general $506,601

  • 17 · Travel

    total $50,051 · program services $46,204 · management and general $3,847

  • 19 · Conferences, conventions and meetings

    total $1,124,091 · program services $1,037,690 · management and general $86,401

  • 20 · Interest

    total $5,362 · management and general $5,362

  • 22 · Depreciation, depletion and amortization

    total $847,128 · program services $677,702 · management and general $169,426

  • 23 · Insurance

    total $284,499 · program services $15,496 · management and general $269,003

  • 24a · Other expenses: CONSUMABLE SUPPLIES

    total $3,759,694 · program services $3,610,924 · management and general $148,770

  • 24b · Other expenses: DONATED VACCINES

    total $2,004,459 · program services $2,004,459

  • 24c · Other expenses: REPAIRS AND MAINTENANCE

    total $515,875 · program services $432,895 · management and general $82,980

  • 24d · Other expenses: DUES AND SUBSCRIPTIONS

    total $127,170 · program services $19,898 · management and general $107,272

  • 24e · All other expenses

    total $712,597 · program services $99,661 · management and general $612,936

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,676,233 · end of year $38,244

  • 2 · Savings and temporary cash investments

    beginning of year $32,695,194 · end of year $35,895,730

  • 3 · Pledges and grants receivable

    beginning of year $4,061,954 · end of year $2,308,272

  • 4 · Accounts receivable

    beginning of year $7,490,313 · end of year $10,427,152

  • 8 · Inventories for sale or use

    beginning of year $470,309 · end of year $460,687

  • 9 · Prepaid expenses and deferred charges

    beginning of year $207,997 · end of year $313,294

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

    $12,691,186

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

    $3,434,452

  • 10c · Land, buildings and equipment, net

    beginning of year $7,589,537 · end of year $9,256,734

  • 14 · Intangible assets

    beginning of year $17,435,668 · end of year $16,568,142

  • 15 · Other assets

    beginning of year $283,574 · end of year $281,117

  • 17 · Accounts payable and accrued expenses

    beginning of year $4,770,593 · end of year $4,062,531

  • 19 · Deferred revenue

    beginning of year $830,919 · end of year $1,054,487

  • 23 · Secured mortgages and notes payable

    beginning of year $1,052,744

  • 25 · Other liabilities

    beginning of year $17,653,634 · end of year $17,084,064

  • 27 · Net assets without donor restrictions

    beginning of year $48,319,315 · end of year $52,426,249

  • 28 · Net assets with donor restrictions

    beginning of year $283,574 · end of year $922,041

Mission and programs · 2023

Mission

TO PROVIDE A COMPREHENSIVE, INTEGRATED SYSTEM OF HEALTH CARE TO OPTIMIZE THE PHYSICAL AND MENTAL WELL-BEING OF INDIDIUALS AND FAMILIES IN OUR COMMUNITY BY DELIVERING OUTSTANDING HEALTH EDUCATION, PREVENTATIVE AND TREATMENT SERVICES. TO PROVIDE SOCIAL SERVICE INFORMATION, REFERRALS, COUNSELING, COMMUNITY EDUCATION, AND ASSISTANCE IN NAVIGATING BOTH GOVERNMENT AND PRIVATE-SECTOR PROGRAMS IN A CARING AND COMPASSIONATE MANNER TO ENHACE THE QUALITY OF LIFE OF THE RESIDENTS OF OCEAN COUNTY AND HELP THEM ACHEIVE FINANCIAL INDEPENDENCE.

  • THE LRRC (CENTER FOR HEALTH, EDUCATION, MEDICINE AND DENTISTRY (CHEMED)) SERVICED OVER 70,000 UNIQUE PATIENTS IN OVER 256,000 FACE TO FACE ENCOUNTERS IN 2023. THE ENCOUNTERS OCCURRED IN THE INTERNAL MEDICINE, PEDIATRIC BEHAVIORAL HEALTH, DENTAL SPECIALITY, WOMENS HEALTH, IMMEDIATE CARE, RADIOLOGY, PODIATRY DEPARTMENT, AS WELL AS CHEMED'S SECOND SITE IN THE WEST OF LAKEWOOD AND ITS THIRD SITE LOCATED IN THE SOUTH OF LAKEWOOD. CHEMED'S IN HOUSE 340B PHARMACY CONTINUED ITS GROWTH FILLING OVER 67,000 PRESCRIPTIONS IN 2023. CHEMED SEES ALL PATIENTS REGARDLESS OF ABILITY TO PAY, INCLUDING THOSE ON GOVERNMENT ASSISTANCE PLANS AND UNINSURED WHO PAY AS PER AN INCOME BASED SLIDING FEE SCALE USING FEDERAL GUIDELINES.IN ADDITION, THE LRRC SOCIAL SERVICE DIVISION HAS ASSISTED 11,786 UNIQUE HOUSEHOLDS IN 35,318 ENCOUNTERS, REACHING OVER 40,000 INDIVIDUALS. THE LRRC HELPS WITH AFFORDABLE HOUSING, FIRST-TIME HOME BUYING, SUBSIDIZED HEALTH INSURANCE, NUTRITIONAL ASSISTANCE, DISABILITY AND PAID WORK LEAVES, UTILITY ASSISTANCE, AND SENIOR SERVICES. THROUGHOUT 2023, THE LRRC PROVIDED BENEFIT AND APPLICATION ASSISTANCE IN ONE-ON-ONE COUNSELING SESSIONS AND ENGAGED IN COMMUNITY OUTREACH AND EDUCATION ACTIVITIES REGARDING MANY SOCIAL SERVICE TOPICS. THE LRRC CONTINUED COLLABORATING WITH GOVERNMENT, NONPROFIT AND PRIVATE SECTOR AGENCIES TO ASSIST OCEAN COUNTY RESIDENTS IN NEED.

    Expenses $43,837,209 · Grants $191,581 · Revenue $47,063,488

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • AVRAHAM NAFTALI

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • BENNY HEINEMANN

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • CHANIE JACOBOWITZ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • HINDY LANGER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MICHAEL BAUMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MICHAEL MCNEIL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • NECHAMA BASSER

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • SAM STEIN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SARA LEVI

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SIMCHA GREENWALD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SRULI FRIED

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • VIOLETTA PETERS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • YEHUDA FARBER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DAVID FRIEDMAN

    CEO

    Total calculated
    $868,748
    From this org
    $799,647
    From related orgs
    $0
    Other
    $69,101
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $784,307
    Bonus
    $14,050
    Other
    $1,290
    Deferred
    $19,500
    Nontaxable benefits
    $49,601
    Filer's total
    $868,748

  • JEFFEREY KAMINETSKY

    CMO

    Total calculated
    $447,507
    From this org
    $408,808
    From related orgs
    $0
    Other
    $38,699
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $393,468
    Bonus
    $14,050
    Other
    $1,290
    Deferred
    $0
    Nontaxable benefits
    $38,699
    Filer's total
    $447,507

  • MENACHEM BERKOWITZ

    COO

    Total calculated
    $421,730
    From this org
    $389,531
    From related orgs
    $0
    Other
    $32,199
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $364,791
    Bonus
    $24,050
    Other
    $690
    Deferred
    $0
    Nontaxable benefits
    $32,199
    Filer's total
    $421,730

  • SCOTT JACKSON

    CFO

    Total calculated
    $397,189
    From this org
    $358,940
    From related orgs
    $0
    Other
    $38,249
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $324,200
    Bonus
    $34,050
    Other
    $690
    Deferred
    $0
    Nontaxable benefits
    $38,249
    Filer's total
    $397,189

  • JAIME KAWEBLUM

    DIRECTOR OF PEDIATRICS

    Total calculated
    $381,250
    From this org
    $354,612
    From related orgs
    $0
    Other
    $26,638
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $352,632
    Bonus
    $0
    Other
    $1,980
    Deferred
    $0
    Nontaxable benefits
    $26,638
    Filer's total
    $381,250

  • MICHAEL GOLUB

    PEDIATRICIAN

    Total calculated
    $459,943
    From this org
    $428,744
    From related orgs
    $0
    Other
    $31,199
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $418,054
    Bonus
    $10,000
    Other
    $690
    Deferred
    $0
    Nontaxable benefits
    $31,199
    Filer's total
    $459,943

  • MOSHE LEVY

    PEDIATRICIAN

    Total calculated
    $517,251
    From this org
    $478,302
    From related orgs
    $0
    Other
    $38,949
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $387,612
    Bonus
    $90,000
    Other
    $690
    Deferred
    $0
    Nontaxable benefits
    $38,949
    Filer's total
    $517,251

  • SOJNA KINNEY

    DIRECTOR OF WOMEN'S HEALTH

    Total calculated
    $361,790
    From this org
    $361,290
    From related orgs
    $0
    Other
    $500
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $300,000
    Bonus
    $60,000
    Other
    $1,290
    Deferred
    $0
    Nontaxable benefits
    $500
    Filer's total
    $361,790

  • YEHUDA NAIMAN

    PHYSICIAN ASSISTANT

    Total calculated
    $361,991
    From this org
    $343,998
    From related orgs
    $0
    Other
    $17,993
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $287,401
    Bonus
    $56,351
    Other
    $246
    Deferred
    $0
    Nontaxable benefits
    $17,993
    Filer's total
    $361,991

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 · 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
  • 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 7
THE AMOUNT INCLUDED ON PART II, B(II), REPRESENTS BONUSES AND INCENTIVES THAT WERE APPROVED BY THE BOARD. THE AMOUNT WAS INCLUDED IN THE INDIVIDUAL'S W-2.

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

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2023
Filed
14 November 2024
IRS schema version
2023v5.1
Source object
202413209349300921

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