2024-04-09T17:04:14-05:00 2023-05-31 381357951 PLANTE & MORAN PLLC 3000 TOWN CENTER SUITE 100 SOUTHFIELD MI 48075 990 2022-06-01 382693397 JSL FOUNDATION JSLF 2489674240 28290 FRANKLIN ROAD SOUTHFIELD MI 48034 NANCY S HEINRICH CHIEF EXECUTIVE OFFICER 2489674240 2024-04-08 1 NANCY HEINRICH 999009999 1 TINA M PETERS CPA P00904574 2483522500 2024-04-08 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z NANCY S HEINRICH 28290 FRANKLIN ROAD SOUTHFIELD MI 48034 11926396 0 X WWW.JSLMI.ORG X 1986 MI WE NURTURE A SENSE OF COMMUNITY AND ENRICH THE LIVES OF OLDER ADULTS, WHILE EMBRACING JEWISH VALUES AND CELEBRATING LIFE. 26 26 0 140 0 0 15315390 10266208 0 0 740979 1227755 389481 303067 16445850 11797030 4799542 6388110 0 0 0 0 0 0 0 205449 198482 5004991 6586592 11440859 5210438 34923758 39832723 126337 176190 34797421 39656533 WE NURTURE A SENSE OF COMMUNITY AND ENRICH THE LIVES OF OLDER ADULTS, WHILE EMBRACING JEWISH VALUES AND CELEBRATING LIFE. 0 0 6537351 6388110 TO PROVIDE SUPPORT TO JEWISH SENIOR LIFE OF METROPOLITAN DETROIT AND OTHER RELATED ENTITIES. 6537351 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 26 26 1 0 0 0 1 1 0 1 1 0 0 0 1 1 1 1 1 0 0 0 MI X NANCY S HEINRICH 2485925020 28290 FRANKLIN ROAD SOUTHFIELD MI 48034 DEBORAH ROSENTHAL GOVERNANCE CHAIR 1.00 8.00 X X 0 0 0 MARK KOWALSKY PRESIDENT 1.00 8.00 X X 0 0 0 CAROLYN COHEN VICE PRESIDENT 1.00 8.00 X X 0 0 0 JASON FISHER VICE PRESIDENT 1.00 8.00 X X 0 0 0 BRIAN RAZNICK VICE PRESIDENT 1.00 8.00 X X 0 0 0 JEFFREY FLEISCHMAN SECRETARY 1.00 8.00 X X 0 0 0 MICHAEL BANKS TREASURER 1.00 8.00 X X 0 0 0 JOANNE ARONOVITZ DIRECTOR 1.00 8.00 X 0 0 0 NANCY REED DIRECTOR 1.00 8.00 X 0 0 0 JASON TISDALE DIRECTOR 1.00 8.00 X 0 0 0 GAYLE BURSTEIN DIRECTOR 1.00 8.00 X 0 0 0 BRAD FELDMAN DIRECTOR 1.00 8.00 X 0 0 0 WARREN FRENKEL DIRECTOR 1.00 8.00 X 0 0 0 JUDY HERMAN DIRECTOR 1.00 8.00 X 0 0 0 BARBARA HOROWITZ DIRECTOR 1.00 8.00 X 0 0 0 ALLISON KLEIN DIRECTOR 1.00 8.00 X 0 0 0 SCOTT MARCUS DIRECTOR 1.00 8.00 X 0 0 0 DR ROB ROBINS DIRECTOR 1.00 8.00 X 0 0 0 JACK ROTHENBERG DIRECTOR 1.00 8.00 X 0 0 0 LOWELL SALESIN DIRECTOR 1.00 8.00 X 0 0 0 NEIL SATOVSKY DIRECTOR 1.00 8.00 X 0 0 0 MICHAEL WOLF DIRECTOR 1.00 8.00 X 0 0 0 ALAN STERNFELD VICE PRESIDENT 1.00 8.00 X X 0 0 0 ANDREA TEITEL DIRECTOR 1.00 8.00 X 0 0 0 CAROL WEINTRAUB FOGEL DIRECTOR 1.00 8.00 X 0 0 0 GABRIEL SCHARG NEXTGEN LIAISON 1.00 8.00 X 0 0 0 NANCY S HEINRICH CEO 3.80 33.70 X 0 300149 17935 JENNIE KLEPINGER PART YEAR CFO 3.80 33.70 X 0 27576 552 RONALD COLASANTI DIRECTOR OF DINING SERVICES 3.80 33.70 X 0 133797 3864 DIANNE AZZOPARDI HR DIRECTOR 3.80 33.70 X 0 135402 1344 BARBRA GILES EXECUTIVE DIRECTOR OF AGING 3.80 33.70 X 0 101391 23826 JO ROSEN EXECUTIVE DIRECTOR OF DEVELOPMENT 3.80 33.70 X 0 108378 17591 KARA POWERS PART YEAR CFO 3.80 33.70 X 0 171253 17388 JAN BOLF DIRECTOR OF FINANCE 3.80 33.70 X 0 114609 1292 0 1092555 83792 0 0 1 0 0 3163312 7102896 10266208 1227755 1227755 58250 0 58250 58250 58250 364911 129366 235545 235545 MISCELLANEOUS REVENUE 900099 9272 9272 9272 11797030 0 0 1530822 6388110 6388110 17200 17200 5990 5990 16621 16621 84051 84051 ACTIVITIES 63801 63801 CONTRACTS 10670 1389 9281 REAL ESTATE TAXES 133 133 LICENSES AND PERMITS 16 16 6586592 6537351 49241 0 21968441 17183721 88228 65663 1200492 854837 355726 345655 355323 347024 11508157 21204030 647883 686630 34923758 39832723 49086 29277 77251 146913 126337 176190 X 23806137 28875570 10991284 10780963 34797421 39656533 34923758 39832723 X 5210438 5317 -356643 X X 0 1 X 1 0 X X 6 JEWISH APARTMENTS & SERVICES INC 381873419 10 0 810560 0 JAS NON-PROFIT HOUSING CORPORATION VI 383487987 10 0 37795 0 JEWISH HOME & AGING SERVICES 381358398 3 0 2675585 0 JEWISH SENIOR LIFE OF METROPOLITAN DETROIT 383311067 10 1 0 0 JEWISH HOME SERVICES INC 382710545 10 0 2843243 0 JFA NON-PROFIT HOUSING CORPORATION 382996765 10 0 20928 0 6 6388111 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 SCHEDULE A, PART IV, LINE 1 THE ARTICLES OF INCORPORATION SPECIFICALLY LIST JEWISH SENIOR LIFE OF METROPOLITAN DETROIT (JSLMD) AS A SUPPORTED ORGANIZATION. THE ARTICLES ALSO INDICATE THAT ALL PUBLIC CHARITIES CONTROLLED BY JSLMD ARE ALSO SUPPORTED ORGANIZATIONS. SCHEDULE A, PART IV, SECTION B, LINE 2 JSL FOUNDATION OPERATES FOR THE BENEFIT OF JSLMD AND ALL PUBLIC CHARITIES CONTROLLED BY JSMLD. JSL FOUNDATION AND ALL ENTITIES CONTROLLED BY JSMLD SHARE THE SAME BOARD AND SAME MANAGEMENT. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9830078 50000 164473 571116 9473435 10153589 475000 -221835 576676 9830078 8590690 266829 1872288 576218 10153589 9295938 -137228 127790 695810 8590690 9421198 135324 206154 466738 9295938 0.00000 0.86700 0.13300 1 0 1 1 1187331 854837 332494 13160 13160 345655 INVESTMENT IN UJF POOLED INVESTMENT PORTFOLIO 2679050 F BENEFICIAL INTEREST IN TRUST 1098027 F BENEFICIAL INTEREST IN ENDOWMENT FUNDS - INVESTMENT IN UJF PORTFOLIO 8375408 F UJF ENDOWMENTS 9051545 F 21204030 DUE TO AFFILIATES 146913 146913 11445704 5317 -356643 -351326 11797030 0 11797030 6586592 0 6586592 0 6586592 PART V, LINE 4: JSL FOUNDATION USES ITS ENDOWMENT FUNDS TO PROMOTE ACTIVITIES CONSISTENT WITH THE CHARITABLE MISSION OF THE ORGANIZATION. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF BENEFICIAL INTEREST OF ENDOWMENT FUNDS -356,643. 8/80 PROGRAM 262005 262005 21569 90694 LIVES WELL LIVED 44886 44886 10415 1 58020 58020 2125 477 4086 364911 364911 23694 477 105195 129366 235545 0 JEWISH HOME AND AGING SERVICES 28290 FRANKLIN ROAD SOUTHFIELD MI 48034 381358398 501(C)(3) 2675585 0 TO SUPPORT RESIDENT SUBSIDIES AT FLEISCHMAN RESIDENCE. JEWISH HOME SERVICES 28290 FRANKLIN ROAD SOUTHFIELD MI 48034 382710545 501(C)(3) 2843243 0 TO SUPPORT RESIDENTS BY PROVIDING CATERING SUBSIDIES FOR LOW INCOME RESIDENT JEWISH APARTMENTS & SERVICES INC 28290 FRANKLIN ROAD SOUTHFIELD MI 48034 381873419 501(C)(3) 810560 0 TO SUPPORT THE ORGANIZATION AND OBTAIN ADDITIONAL FEDERAL FUNDING. JAS NON-PROFIT HOUSING CORPORATION VI 28290 FRANKLIN ROAD SOUTHFIELD MI 48034 383487987 501(C)(3) 37795 0 TO SUPPORT RESIDENT SUBSIDIES AT MEER RESIDENCE. JFA NON-PROFIT HOUSING CORPORATION 28290 FRANKLIN ROAD SOUTHFIELD MI 48034 382996765 501(C)(3) 20928 0 TO SUPPORT RESIDENT SUBSIDIES AT HECHTMAN II RESIDENCE. 5 PART I, LINE 2: THE ORGANIZATION REGULARLY MONITORS THE USE OF GRANTS IN THE UNITED STATES. AS GRANTS WERE TO RELATED PARTIES, THESE PROCEDURES WERE NOT FORMALIZED. 0 0 0 0 0 0 0 0 0 NANCY S HEINRICH CEO 0 300149 0 0 0 0 0 0 0 17935 0 318084 0 0 KARA POWERS PART YEAR CFO 0 171253 0 0 0 0 0 0 0 17388 0 188641 0 0 PART I, LINE 3 THE ORGANIZATION RELIED ON A RELATED ORGANIZATION THAT USED THE FOLLOWING METHODS TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S CEO/EXECUTIVE DIRECTOR: - COMPENSATION COMMITTEE - FORM 990 OF OTHER ORGANIZATIONS - COMPENSATION SURVEY OR STUDY - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE FORM 990, PART VI, SECTION A, LINE 2 MARK KOWALSKY, BRIAN RAZNICK, BUSINESS RELATIONSHIP JOANNE ARONOVITZ, LOWELL SALESIN, BUSINESS RELATIONSHIP FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERSHIP OF THIS ORGANIZATION CONSISTS OF ONE MEMBER, JEWISH SENIOR LIFE OF METROPOLITAN DETROIT. FORM 990, PART VI, SECTION A, LINE 7A A DIRECTOR OF THE CORPORATION MUST BE A DIRECTOR OF JEWISH SENIOR LIFE OF METROPOLITAN DETROIT, AND NO PERSON OTHER THAN A PERSON WHO IS THEN A DIRECTOR OF JEWISH SENIOR LIFE OF METROPOLITAN DETROIT MAY SERVE AS A DIRECTOR OF THIS ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B THE CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, DIRECTOR OF FINANCE AND THE AUDIT COMMITTEE REVIEWED THE FORM 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST FORMS WERE PROVIDED TO ALL BOARD MEMBERS AND DISCUSSED AT TWO BOARD MEETINGS, ALONG WITH SEVERAL EMAIL FOLLOW UPS (AND PHONE CALLS). FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION OF THE CEO IS DETERMINED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS OF A RELATED ORGANIZATION. THE COMMITTEE REVIEWS COMPARATIVE COMPENSATION SURVEYS OF SIMILARLY SIZED NONPROFIT ORGANIZATIONS IN THE INDUSTRY TO DETERMINE COMPENSATION. THIS PROCESS IS CONDUCTED ANNUALLY. THE CEO REVIEWS THE COMPENSATION FOR ALL OTHER POSITIONS USING COMPARATIVE DATA ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF BENEFICIAL INTEREST IN ENDOWMENT FUNDS -356,643. FORM 990, PART XI, LINE 2C: THE AUDIT PROCESS HAS NOT CHANGED IN THE CURRENT YEAR. JEWISH APARTMENTS & SERVICES INC 28290 FRANKLIN ROAD SOUTHFIELD MI 48034 381873419 SENIOR APARTMENT RENTAL MI 501(C)(3) LINE 10 JEWISH SENIOR LIFE OF METRO DETROIT 1 JAS NON-PROFIT HOUSING CORPORATION VI 28290 FRANKLIN ROAD SOUTHFIELD MI 48034 383487987 SENIOR APARTMENT RENTAL MI 501(C)(3) LINE 10 JEWISH SENIOR LIFE OF METRO DETROIT 1 JEWISH HOME & AGING SERVICES 28290 FRANKLIN ROAD SOUTHFIELD MI 48034 381358398 HOME FOR AGED MI 501(C)(3) LINE 3 JEWISH SENIOR LIFE OF METRO DETROIT 1 JEWISH SENIOR LIFE OF METROPOLITAN DETROIT 28290 FRANKLIN ROAD SOUTHFIELD MI 48034 383311067 SENIOR SERVICES MI 501(C)(3) LINE 10 N/A 0 JEWISH HOME SERVICES INC 28290 FRANKLIN ROAD SOUTHFIELD MI 48034 382710545 SUPPORT SERVICES FOR ELDERLY ADULTS MI 501(C)(3) LINE 10 JEWISH SENIOR LIFE OF METRO DETROIT 1 JFA NON-PROFIT HOUSING CORPORATION 28290 FRANKLIN ROAD SOUTHFIELD MI 48034 382996765 SENIOR APARTMENT RENTAL MI 501(C)(3) LINE 10 JEWISH SENIOR LIFE OF METRO DETROIT 1 PRENTIS I JSL LIMITED DIVIDEND HOUSING ASSOCIATION LIMITED PARTNERSHIP 28290 FRANKLIN ROAD SOUTHFIELD MI 48034 611675242 LOW INCOME HOUSING MI N/A 0 0 PRENTIS II JSL LIMITED DIVIDEND HOUSING ASSOCIATION LIMITED PARTNERSHIP 28290 FRANKLIN ROAD SOUTHFIELD MI 48034 364818900 LOW INCOME HOUSING MI N/A 0 0 TEITEL JSL LIMITED DIVIDEND HOUSING ASSOCIATION LIMITED PARTNERSHIP 28290 FRANKLIN ROAD SOUTHFIELD MI 48034 352483463 LOW INCOME HOUSING MI N/A 0 0 HECHTMAN I JSL LIMITED DIVIDEND HOUSING ASSOCIATION LIMITED PARTNERSHIP 28290 FRANKLIN ROAD SOUTHFIELD MI 48034 843127919 LOW INCOME HOUSING MI N/A 0 0 COMPREHENSIVE AGING SERVICES 28290 FRANKLIN ROAD SOUTHFIELD MI 48034 382693404 TO SUPPORT JEWISH HOMES SERVICES, INC. MI N/A C 0 PRENTIS I JSL LDHA GENERAL PARTNER 28290 FRANKLIN ROAD SOUTHFIELD MI 48034 454434254 GP OF PRENTIS I JSL LDHA LP MI N/A C 1 PRENTIS II JSL LDHA GENERAL PARTNER LLC 28290 FRANKLIN ROAD SOUTHFIELD MI 48034 475157971 GP OF PRENTIS II JSL LDHA LP MI N/A C 0 TEITEL JSL LDHA GENERAL PARTNER LLC 28290 FRANKLIN ROAD SOUTHFIELD MI 48034 463286650 GP OF TEITEL JSL LDHA LP MI N/A C 0 HECHTMAN I JSL LDHA GENERAL PARTNER LLC 28290 FRANKLIN ROAD SOUTHFIELD MI 48034 843102628 GP OF HECHTMAN I LDHA LP MI N/A C 0 0 1 1 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 JEWISH APARTMENTS AND SERVICES INC B 810560 ACTUAL COSTS INCURRED JEWISH HOME AND AGING SERVICES B 2675585 ACTUAL COSTS INCURRED JEWISH HOME SERVICES INC B 2843243 ACTUAL COST INCURRED JEWISH APARTMENTS AND SERVICES INC C 1756857 ACTUAL CASH RECEIVED JEWISH HOME SERVICES INC C 1406456 ACTUAL CASH RECEIVED