2024-04-10T09:41:41-05:00 2023-05-31 593070669 MSL PA 255 S ORANGE AVENUE SUITE 600 ORLANDO FL 32801 990 2022-06-01 592774476 MORSELIFE FOUNDATION INC MORS 5614715111 4847 DAVID S MACK DRIVE WEST PALM BEACH FL 33417 RANDY WOLAN CFO 5614715111 2024-04-10 1 RANDY WOLAN 999009999 1 VICKI L HINZ CPA P00356696 4077405400 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z KEITH A MYERS 4847 DAVID S MACK DRIVE WEST PALM BEACH FL 33417 7346823 0 X WWW.MORSELIFEFOUNDATION.ORG X 1987 FL TO SUPPORT ALL AFFILIATED AGENCIES FOR THE PURPOSE OF ENHANCING SENIOR LIVING. 14 14 18 14 0 0 7938236 6137498 0 0 6295105 1192575 61742 16750 14295083 7346823 4461978 7090894 0 0 1646610 1582205 0 0 2145739 4016628 2924543 10125216 11597642 4169867 -4250819 49056952 45346078 31146203 32491565 17910749 12854513 TO SOLICIT, RECEIVE AND INVEST THE PROCEEDS OF GRANTS, CONTRIBUTIONS, PLEDGES, AND OTHER SUPPORT FROM GOVERNMENTAL ENTITIES AND THE PUBLIC AT LARGE, AND TO SUPPORT ALL RELATED TAX-EXEMPT ORGANIZATIONS FOR THE PURPOSE OF ENHANCING SENIOR LIVING IN THE SPIRIT OF JEWISH TRADITION. 0 0 8734748 7090894 THE ORGANIZATION SOLICITS AND COLLECTS FUNDS FOR THE BENEFIT OF ITS AFFILIATED TAX-EXEMPT ENTITIES. THE FUNDS ARE GIVEN TO THE AFFILIATES IN SUPPORT OF THEIR TAX-EXEMPT PURPOSE OF PROVIDING SENIOR LIVING ACCOMODATIONS AND HEALTH SERVICES. 8734748 1 1 0 0 0 0 0 0 0 1 1 1 0 1 1 1 0 1 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 0 0 0 1 27 0 1 18 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 1 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 1 0 X X LUSCHKA DELGADO 5612096108 4847 DAVID S MACK DRIVE WEST PALM BEACH FL 33417 MICHAEL MARGOLIS PRESIDENT 2.00 4.00 X X 0 0 0 RICHARD ROTHSCHILD TREASURER AND SECRETARY 2.00 2.00 X X 0 0 0 TERRI C SRIBERG DIRECTOR 2.00 16.00 X 0 0 0 STANLEY M KATZ DIRECTOR 2.00 16.00 X 0 0 0 ARTHUR S LORING PRESIDENT 2.00 16.00 X 0 0 0 FRANCINE KITTREDGE DIRECTOR 2.00 10.00 X 0 0 0 DAVID S MACK DIRECTOR 2.00 6.00 X 0 0 0 JOSEPH JACOBS DIRECTOR 2.00 4.00 X 0 0 0 ROY APPLE DIRECTOR 2.00 4.00 X 0 0 0 RONALD BERK DIRECTOR 2.00 2.00 X 0 0 0 DONALD EPHRAIM DIRECTOR 2.00 2.00 X 0 0 0 GARY GRANDOOF DIRECTOR 2.00 2.00 X 0 0 0 SUSAN MENDIK DIRECTOR 2.00 2.00 X 0 0 0 HOWARD KAYE DIRECTOR 2.00 2.00 X 0 0 0 KEITH A MYERS CHIEF EXECUTIVE OFFICER 2.00 18.00 X 0 0 0 RANDY WOLAN CFO (BEG. 6/30/23) 2.00 56.00 X 0 253528 8181 CAROLYN ROSE SENIOR VP, ML FOUNDATION 40.00 X 311526 0 11794 JOAN BEVER SENIOR VICE PRESIDENT, EVENTS 40.00 X 272151 0 0 IRVING GEFFEN VP OF MORSELIFE FOUNDATION 40.00 X 334106 0 14523 ELANA COOPER SR DIR, DONOR RELATIONS 40.00 X 127848 0 8875 ETHAN KERNKRAUT SR DIR, CORPORATE AND FDN PHILANTHROPY 40.00 X 146018 0 5000 TAMI LESSER VP OF MORSELIFE FOUNDATION 40.00 X 119200 0 4342 MARY ALICE PAPPAS SENIOR VP, ML FOUNDATION 40.00 X 106975 0 0 ASHLEY ROBINSON DIRECTOR OF EVENTS 40.00 X 117869 0 1635 1535693 253528 54350 8 0 1 0 MORSELIFE HEALTH SYSTEMS INC 4847 DAVID S MACK DRIVE WEST PALM BEACH FL 33417 MANAGEMENT SERVICES 623258 JAMES FAUCETT 6014 14TH PLACE S WEST PALM BEACH FL 33415 BUTTERFLY TREE SCULPTURE PROJECT 480982 2 6137498 16000 6137498 764424 764424 382654 45497 0 0 382654 45497 428151 428151 16750 0 16750 16750 7346823 0 0 1209325 7090894 7090894 966651 219940 746711 483173 46105 437068 40562 5643 98 34821 91819 13939 77880 623258 87256 311629 224373 29894 29894 68095 68095 139002 1157 137845 214202 214202 114033 18593 95440 42923 42923 80037 136 79901 23788 2346 21442 2174 2174 1136914 1136914 134360 81211 1344 51805 62306 62306 COMMUNITY EVENTS 182547 925 181622 ANNUITY EXPENSE 51412 51412 MEALS AND ENTERTAINMENT 14412 373 131 13908 RECRUITING 5186 5186 11597642 8734748 717155 2145739 742414 371435 12194940 11253266 9287 4721294 11344118 84763 97491 3277231 934745 1799797 2342486 28312251 17318708 1192206 2618574 49056952 45346078 318809 198428 30827394 32293137 31146203 32491565 X 11360671 8785058 6550078 4069455 17910749 12854513 49056952 45346078 X -4250819 -1155417 350000 X X 0 1 X 1 0 X 3899774 6445223 8747683 8022894 6137498 33253072 3899774 6445223 8747683 8022894 6137498 33253072 5188073 28064999 402148 399917 368784 785089 764424 2720362 405360 302463 444901 1152724 37126158 0.75590 0.73940 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 896235 303398 -19308 237140 943185 938413 113806 -36276 119708 896235 929739 92159 6246 89731 938413 962106 52350 43196 127913 929739 1082373 20843 42776 183886 962106 0.03284 0.96716 0 0 309693 267190 42503 2967538 667555 2299983 2342486 CASH AND CASH EQUIVALENTS 395604 F MANAGED EQUITY FUNDS 16923104 F 17318708 ACCRUED INTEREST RECEIVABLE 10868 CASH SURRENDER VALUE OF LIFE INSURANCE 250795 DUE TO/FROM AFFILIATES 2268921 ROU ASSET 87990 2618574 ANNUITIES PAYABLE 351747 DUE TO/FROM AFFILIATES 846337 NOTES PAYABLE TO AFFILIATES 31006342 ROU LEASE LIABILITY 88711 32293137 X PART V, LINE 4: THE FOUNDATION'S SPENDING POLICY OBJECTIVE IS TO ALLOW ITS ENDOWMENT TO GROW AND PROVIDE FUTURE CASH FLOWS FOR OPERATIONS AND OTHER DESIGNATED PURPOSES. PART X, LINE 2: THE INTERNAL REVENUE SERVICE HAS DETERMINED THAT THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES AND IS QUALIFIED AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE "CODE"). ACCORDINGLY, THESE FINANCIAL STATEMENTS INCLUDE NO PROVISION OR LIABILITY FOR INCOME TAXES. ATTENDENCE FEES 16750 16750 16750 16750 16750 1 LOLA & SAUL KRAMER SENIOR SERVICES AGENCY INC 4847 DAVID S MACK DRIVE WEST PALM BEACH FL 33417 900730105 501(C)(3) 3031798 0 MISSION SUPPORT AND EVENTS MORSELIFE HOUSING CORPORATION INC 4847 DAVID S MACK DRIVE WEST PALM BEACH FL 33417 650888855 501(C)(3) 1338813 0 MISSION SUPPORT AND EVENTS MORSELIFE HOMECARE INC 4847 DAVID S MACK DRIVE WEST PALM BEACH FL 33417 592753822 501(C)(3) 186989 0 MISSION SUPPORT AND EVENTS JOSEPH L MORSE HEALTH CENTER 4847 DAVID S MACK DRIVE WEST PALM BEACH FL 33417 592120896 501(C)(3) 1291530 0 MISSION SUPPORT AND EVENTS MORSELIFE HOSPICE INSTITUTE INC 4847 DAVID S MACK DRIVE WEST PALM BEACH FL 33417 800730376 501(C)(3) 489356 0 MISSION SUPPORT AND EVENTS NEXT GENERATIONS OF HOLOCAUST SURVIVORS 4847 DAVID S MACK DRIVE WEST PALM BEACH FL 33417 263902517 501(C)(3) 626730 0 MISSION SUPPORT AND EVENTS FRIENDS OF MORSELIFE INC 4847 DAVID S MACK DRIVE WEST PALM BEACH FL 33417 650329966 501(C)(3) 95000 0 MISSION SUPPORT AND EVENTS 8 PART I, LINE 2: THE GRANT FUNDS ARE PROVIDED TO RELATED PARTIES IN WHICH THE MANAGEMENT OFFICIALS ARE THE SAME AS THE FILING ORGANIZATION. THE MONIES ARE USED FOR THEIR INTENDED PURPOSES AS REPORTED WITHIN SCHEDULE I, PART II. 0 0 0 0 0 0 0 0 0 IRVING GEFFEN VP OF MORSELIFE FOUNDATION 333993 0 113 0 0 0 7858 0 6665 0 348629 0 0 0 CAROLYN ROSE SENIOR VP, ML FOUNDATION 311476 0 50 0 0 0 0 0 11794 0 323320 0 0 0 JOAN BEVER SENIOR VICE PRESIDENT, EVENTS 246951 0 25200 0 0 0 0 0 0 0 272151 0 0 0 RANDY WOLAN CFO (BEG. 6/30/23) 0 233478 0 20050 0 0 0 0 0 8181 0 261709 0 0 ETHAN KERNKRAUT SR DIR, CORPORATE AND FDN PHILANTHRO 145968 0 50 0 0 0 0 0 5000 0 151018 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 THE FILING ORGANIZATION'S CEO, KEITH MYERS, AND CFO, RANDY WOLAN ARE BUSINESS PARTNERS AS THEY ARE OWNERS OF AMPLIFII MANAGEMENT, LLC. FORM 990, PART VI, SECTION A, LINE 3 AS OF JANUARY 1, 2019, THE AGENCY ENTERED INTO A MANAGEMENT AGREEMENT ("AGREEMENT") WITH AMPLIFII MANAGEMENT, LLC ("AMPLIFII"), AN UNRELATED, FOR-PROFIT ENTITY, TO PROVIDE SPECIFICALLY DESCRIBED CONSULTING SERVICES WHICH ENCOMPASS RECOMMENDATIONS, SUPPORT, GUIDANCE AND OVERSIGHT WITH RESPECT TO THE OVERALL BUSINESS OPERATIONS AND DEVELOPMENT ACTIVITIES OF THE AGENCY THAT ARE ALSO CLOSELY ALINED WITH AMPLIFII'S CONSULTING SERVICES AS PROVIDED TO OTHER RELATED HEALTH CARE FACILITIES. THE INITIAL TERM OF THE AGREEMENT IS FOR A PERIOD OF FIVE (5) YEARS AND MAY BE EXTENDED FOR AN ADDITIONAL PERIOD OF FIVE (5) YEARS AS AGREED. THE AGREEMENT PROVIDES FOR THE PAYMENT OF CONSULTING FEES TO AMPLIFII BASED ON A DEFINED PERCENTAGE OF THE AGENCY'S ADJUSTED GROSS REVENUES. AMPLIFII IS SOLELY RESPONSIBLE FOR ALL ITS OPERATING EXPENSES INCURRED IN PROVIDNG THE CONSUTLING SERVICES DEFIND IN THE AGREEMENT WITH THE AGENCY, WITHOUT PROVISION FOR REIMBURSEMENT. FORM 990, PART VI, SECTION A, LINE 6 MORSELIFE HEALTH SYSTEM, INC. IS THE SOLE MEMBER OF THE MORSELIFE FOUNDATION, INC. FORM 990, PART VI, SECTION A, LINE 7A THE SOLE MEMBER, MORSELIFE HEALTH SYSTEM, INC., SHALL ELECT BOARD MEMBERS AND AT ANY TIME IN ITS SOLE DISCRETION, REMOVE AND NAME A REPLACEMENT FOR ANY BOARD MEMBER. FORM 990, PART VI, SECTION A, LINE 7B MORSELIFE HEALTH SYSTEM, INC. IS THE SOLE MEMBER OF THE MORSELIFE FOUNDATION, INC. AND, AS SUCH, ELECTS THE BOARD OF DIRECTORS AND HAS ULTIMATE VOTING AND VETO AUTHORITY OVER BOARD DECISIONS. FORM 990, PART VI, SECTION B, LINE 11B AN AUDIT, COMPLIANCE AND ETHICS COMMITTEE, COMPOSED OF THE CHAIRPERSON OF THE BOARD OF DIRECTORS FROM EACH OF THE MORSELIFE RELATED ORGANIZATIONS AND THE SENIOR VICE PRESIDENT OF FINANCE, IS RESPONSIBLE FOR THE REVIEW OF THE FORM 990. THE CHAIRPERSON OF MORSELIFE HEALTH SYSTEM, INC. IS THE CHAIRPERSON OF THE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REQUIRES ALL BOARD MEMBERS TO SUBMIT A CONFLICT OF INTEREST STATEMENT ON AN ANNUAL BASIS. THE STATEMENTS, WHEN COMPLETED AND RETURNED, ARE REVIEWED BY THE PRESIDENT TO ENSURE THAT THERE ARE NO INADVERTENT CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15B MORSELIFE FOUNDATION, INC. IS AN ORGANIZATION CONTROLLED BY MORSELIFE HEALTH SYSTEM, INC. THE PRESIDENT & CEO OF THE ORGANIZATION IS RESPONSIBLE FOR THE COMPENSATION OF THE MEMBERS OF THE EXECUTIVE TEAM, INCLUDING THE SENIOR VICE PRESIDENTS AND CHIEF FINANCIAL OFFICER. ANNUAL INCREASES AND BASE SALARY AMOUNTS ARE COMPARED TO THE COMPENSATION PACKAGES FOR SIMILAR POSITIONS UTILIZING OTHER SIMILAR ENTITIES' PUBLISHED IRS FORM 990. IN ADDITION, INDEPENDENT SALARY SURVEYS CONDUCTED BY NATIONAL ASSOCIATIONS & OTHER PROVIDER ENTITIES ARE UTILIZED TO ENSURE COMPARABILITY AND APPROPRIATENESS. THE PRESIDENT & CEO REPORTS ON THE ANNUAL INCREASE, SALARY ADJUSTMENT, AND/OR CHANGE IN BENEFIT PACKAGE FOR THE EXECUTIVE TEAM MEMBERS TO THE COMPENSATION COMMITTEE MADE UP OF THE BOARD OF DIRECTORS. 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: NET ASSETS TRANSFERRED FROM RELATED PARTIES 350,000. FORM 990, PART XII, LINE 2C THE ORGANIZATION'S AUDIT, COMPLIANCE AND ETHICS COMITTEE IS RESPONSIBLE FOR THE SELECTION, MONITORING AND EVALUATION OF AN INDEPENDENT ACCOUNTING FIRM AND OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS. THERE WAS NO CHANGE IN THIS PROCESS FROM THE PRIOR YEAR. MORSELIFE HOUSING CORPORATION INC 4847 DAVID S MACK DRIVE WEST PALM BEACH FL 33417 650888855 OPERATES A SENIOR LIVING COMMUNITY WITH FULL HEALTH SERVICES. FL 501(C)(3) LINE 10 MORSELIFE HEALTH SYSTEM INC 0 NEARLY NEW THRIFT SHOP OF MORSE GERIATRIC INC 4847 DAVID S MACK DRIVE WEST PALM BEACH FL 33417 592533256 RAISES FUNDS TO SUPPORT AFFILIATED TAX-EXEMPT ENTITIES. FL 501(C)(3) LINE 12B, II MORSELIFE HEALTH SYSTEM INC 0 MORSELIFE HEALTH SYSTEM INC 4847 DAVID S MACK DRIVE WEST PALM BEACH FL 33417 650018299 PROVIDES HEALTH CARE, HOUSING AND SUPPORT SERVICES TO SENIORS. FL 501(C)(3) LINE 12C, III-FI N/A 0 JOSEPH L MORSE HEALTH CENTER INC 4847 DAVID S MACK DRIVE WEST PALM BEACH FL 33417 592120896 OWNS AND OPERATES SKILLED NURSING FACILITY. FL 501(C)(3) LINE 10 MORSELIFE HEALTH SYSTEM INC 0 LOLA & SAUL KRAMER SENIOR SERVICES AGENCY INC 4847 DAVID S MACK DRIVE WEST PALM BEACH FL 33417 900730105 PROVIDES HOME AND COMMUNITY-BASED SERVICES TO SENIORS FL 501(C)(3) LINE 10 MORSELIFE HEALTH SYSTEM INC 0 FRIENDS OF MORSELIFE INC 4847 DAVID S MACK DRIVE WEST PALM BEACH FL 33417 650329966 RAISES FUNDS TO SUPPORT AFFILIATED TAX-EXEMPT ENTITIES. FL 501(C)(3) LINE 7 MORSELIFE FOUNDATION INC 1 MORSELIFE HOME CARE INC 4847 DAVID S MACK DRIVE WEST PALM BEACH FL 33417 592753822 PROVIDES HOME HEALTH AND OTHER SERVICES TO SENIORS FL 501(C)(3) LINE 10 MORSELIFE HEALTH SYSTEM INC 0 MORSELIFE HOSPICE INSTITUTE INC 4847 DAVID S MACK DRIVE WEST PALM BEACH FL 33417 800730376 PROVIDES HOSPICE AND PALLIATIVE CARE SERVICES. FL 501(C)(3) LINE 10 MORSELIFE HOME CARE INC 0 NEXT GENERATIONS OF HOLOCAUST SURVIVORS INC 4847 DAVID S MACK DRIVE WEST PALM BEACH FL 33417 263902517 PROVIDES LEARNING OPPORTUNITIES THROUGH LESSONS LEARNED FROM THE HOLOCAUST FL 501(C)(3) LINE 10 LOLA & SAUL KRAMER SENIOR SERVICES AGENCY INC 0 0 1 0 1 1 0 0 0 0 0 1 1 1 1 1 1 1 0 1 FRIENDS OF MORSELIFE INC D 1029566 FMV FRIENDS OF MORSELIFE INC B 95000 FMV