Civic Intelligence

Wolfcypen Foundation

990 • Fiscal year 2020 • EIN 65-6417244

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 19, 2021

5200 NE 2nd AvenueMiami, FL 33137

(305) 751-8626

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

13th percentile

0.00x

Higher debt load relative to assets than 13% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

31st percentile

0.10x

Higher debt load relative to revenue than 31% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Net Margin

96th percentile

77%

Higher net margin than 96% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

99th percentile

$1,524,963

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 518.9% of source-year revenue.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Asset Growth

58th percentile

9.2%

Faster asset growth than 58% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

6th percentile

-54%

Faster revenue growth than 6% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Assets

Up

$9,770,811

Up $820,616 (+9.2%) from 2019

Net Assets

Up

$9,741,981

Up $820,616 (+9.2%) from 2019

Liabilities

Flat

$28,830

Flat from 2019

Revenue

Down

$293,895

Down $338,398 (-54%) from 2019

Expenses

Down

$67,575

Down $72,314 (-52%) from 2019

Net Income

Down

$226,320

Down $266,084 (-54%) from 2019

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$15M$10M$5.0M$0Assets 2010: $9,073,492Liabilities 2010: $14,655Net Assets 2010: $9,058,8372010Assets 2011: $9,702,658Liabilities 2011: $53,887Net Assets 2011: $9,648,7712011Assets 2012: $7,536,754Liabilities 2012: $13,859Net Assets 2012: $7,522,8952012Assets 2013: $6,507,095Liabilities 2013: $9,779Net Assets 2013: $6,497,3162013Assets 2014: $7,101,837Liabilities 2014: $9,830Net Assets 2014: $7,092,0072014Assets 2015: $7,351,746Liabilities 2015: $9,830Net Assets 2015: $7,341,9162015Assets 2016: $7,004,740Liabilities 2016: $9,830Net Assets 2016: $6,994,9102016Assets 2017: $7,930,686Liabilities 2017: $21,030Net Assets 2017: $7,909,6562017Assets 2018: $7,532,915Liabilities 2018: $28,830Net Assets 2018: $7,504,0852018Assets 2019: $8,950,195Liabilities 2019: $28,830Net Assets 2019: $8,921,3652019Assets 2020: $9,770,811Liabilities 2020: $28,830Net Assets 2020: $9,741,9812020Assets 2021: $10,943,879Liabilities 2021: $28,830Net Assets 2021: $10,915,0492021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2020

Assets$9,770,811
Liabilities$28,830
Net Assets$9,741,981

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0-$5.0MExpenses 2010: $8,107,9842010Expenses 2011: $107,4432011Expenses 2012: $3,339,1202012Revenue 2013: $621,840Expenses 2013: $2,193,200Net Income 2013: -$1,571,3602013Revenue 2014: $325,255Expenses 2014: $30,760Net Income 2014: $294,4952014Revenue 2015: $479,594Expenses 2015: $50,274Net Income 2015: $429,3202015Revenue 2016: $1,020,559Expenses 2016: $715,275Net Income 2016: $305,2842016Revenue 2017: $387,751Expenses 2017: $79,962Net Income 2017: $307,7892017Revenue 2018: -$1,655Expenses 2018: $7,800Net Income 2018: -$9,4552018Revenue 2019: $632,293Expenses 2019: $139,889Net Income 2019: $492,4042019Revenue 2020: $293,895Expenses 2020: $67,575Net Income 2020: $226,3202020Revenue 2021: $2,486,211Expenses 2021: $107,475Net Income 2021: $2,378,7362021Revenue 2022: -$206,966Expenses 2022: $84,648Net Income 2022: -$291,6142022

Highlighted filing

2020

Revenue$293,895
Expenses$67,575
Net Income$226,320
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 19, 2021
Return Version
2020v4.1
Gross Receipts
$293,895
Mission and Program Overview

Mission

Wolf/cypen foundation is a florida charitable trust formed on september 19, 2003 for the purpose of providing ongoing funding to miami jewish health systems, inc., a related tax-exempt organization, in support of its charitable purposes.

The organization's mission is to support miami jewish health systems, inc.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$8,921,365$9,741,981▲ $820,616
Investments in Publicly Traded Securities$8,596,864$9,055,095▲ $458,231
Savings and Temporary Cash Investments-$578,908-
Cash and Non-Interest-Bearing Accounts$225,463--
Investments Other Securities$127,868$136,808▲ $8,940
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$8,950,195$9,770,811▲ $820,616
Liabilities
Other Liabilities$28,830$28,830→ $0
Total Liabilities$28,830$28,830→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$8,921,365$9,741,981▲ $820,616
Total Liabilities and Net Assets / Fund Balance$8,950,195$9,770,811▲ $820,616
Compensation and Service Providers

Board Members and Trustees

NameTitle
Hazel CypenTrustee
Stephen H CypenTrustee
Wayne a CypenTrustee
Jeffrey FreimarkTrustee/CEO
Robert J BechtCFO (end 04/2020)
Richard SkellyFormer CFO
DAN O'DONNELLInterim CFO (beg 04/2020)
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$293,895
Other Revenue
$0
Change in Net Assets
$226,320
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$67,575
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Service Investment Mgmnt Fees-$67,575-$67,575
Total Functional Expenses$0$67,575$0$67,575
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due From Affiliates$28,830
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
Yes
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

Wayne a. Cypen, hazel cypen, and stephen h. Cypen have a family relationship.

Form 990, Part VI, Section A, Line 7A

The board of directors of miami jewish health systems, inc., a related 501(c)(3) organization, has the authority to appoint the organizational trustee of the filing organization. See the organization's response to schedule a, part iv, section c, line 1 for additional information regarding the organizational trustee.

Form 990, Part VI, Section B, Line 11B

The chief financial officer and controller of miami jewish health systems, inc. Conduct a comprehensive review of the form 990 and, thereafter, a complete copy is provided to the board of trustees prior to filing.

Form 990, Part VI, Section B, Line 12C

The organization's conflict of interest policy covers all trustees and officers, each of whom is required to complete and submit a conflict of interest questionnaire annually. The compliance officer monitors and enforces compliance with the conflict of interest policy, and reviews actual conflicts that are identified by the annual disclosure process. Officers and trustees are prohibited from voting where actual conflicts of interest exist.

Form 990, Part VI, Section B, Line 15

The president/ceo is compensated by miami jewish health systems, inc. (mjhs), a related organization. The ceo reports directly to the board of directors, and the compensation committee of the board is responsible for approving the ceo's compensation adjustments. The compensation committee reviews and approves any changes in base compensation as well as bonuses and other components on an annual basis. All other officers and key employees are compensated by mjhs. Compensation of all other officers and key employees is established by the ceo and is approved by the compensation committee of the board of directors. Formal compensation studies are requested and conducted as needed. The minutes of the compensation comittee document the decisions and deliberations of the committee.

Form 990, Part VI, Section C, Line 19

Financial statements, governing documents, and conflict of interest policies are not available to the public at this time.

Filing and Contact Details

Filer

Filer Name
Wolfcypen Foundation
EIN
65-6417244
Phone
3057518626
Address
5200 NE 2ND AVENUE, MIAMI, FL 33137

Signing Officer

Name
Michael Durr
Title
Chief Financial Officer
Phone
3057518626
Signed
2021-10-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeffrey Freimark
Formed
2003
Legal Domicile
Fl
Voting Board Members
4
Independent Board Members
3
Employees
0
Volunteers
3

Preparer

Firm
Msl Pa
Address
500 E BROWARD BLVD SUITE 1550, FORT LAUDERDALE, FL 33394
Preparer
Harry E Harp CPA
Phone
9548478910
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

The board of trustees is responsible for the oversight of the audit of the organization's financial statements and selection of an independent accountant. There was no change in this process from the prior year.

Financial Statement Notes

PART X, LINE 2:

The filing organization is included in the consolidated financial statements of miami jewish health systems, inc. The footnote of the consolidated financial statements is as follows: mjhs, its subsidiaries and its consolidated affiliates, are not-for-profit organizations exempt from income taxes, as described under sections 501(c)(3) and 501(c)(2) of the internal revenue code. Accordingly, no provision for income taxes has been included in these combined financial statements for mjhs, its subsidiaries or its consolidated affiliates. Mjhs pays its proportionate share of income taxes on the taxable income of its unconsolidated affiliates. During the years ended june 30, 2020 and 2019, mjhs incurred and paid $60,000 and $312,000, respectively, of its proportionate share of income taxes and recorded the amount in the combined statements of operations and changes in net assets as other non-operating expense.

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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0TREAS. REG. SECTION 1.509(A)-4(H)(1) PROVIDES THAT "[I]N ORDER FOR A SUPPORTING ORGANIZATION TO BE SUPERVISED OR CONTROLLED IN CONNECTION WITH ONE OR MORE PUBLICLY SUPPORTED ORGANIZATIONS, THERE MUST BE COMMON SUPERVISION OR CONTROL BY THE PERSONS SUPERVISING OR CONTROLLING BOTH THE SUPPORTING ORGANIZATION AND THE PUBLICLY SUPPORTED ORGANIZATIONS TO INSURE THAT THE SUPPORTING ORGANIZATION WILL BE RESPONSIVE TO THE NEEDS AND REQUIREMENTS OF THE PUBLICLY SUPPORTED ORGANIZATIONS. THEREFORE, IN ORDER TO MEET SUCH REQUIREMENT, THE CONTROL OR MANAGEMENT OF THE SUPPORTING ORGANIZATION MUST BE VESTED IN THE SAME PERSONS THAT CONTROL OR MANAGE THE PUBLICLY SUPPORTED ORGANIZATION." THE TRUST AGREEMENT OF WOLF/CYPEN FOUNDATION (THE FOUNDATION) PROVIDES FOR TWO CLASSES OF TRUSTEES, INCLUDING AN ORGANIZATIONAL TRUSTEE AND DONOR TRUSTEES. SUBJECT TO APPROVAL BY THE BOARD OF TRUSTEES, THE ORGANIZATIONAL TRUSTEE IS NOMINATED BY MIAMI JEWISH HEALTH SYSTEMS, INC. (MJHS), A 501(C)(3) PUBLICLY SUPPORTED ORGANIZATION. THE ORGANIZATIONAL TRUSTEE MUST CONSENT TO ALL INVESTMENT POLICIES OF THE FOUNDATION, THE TIMING AND MAKING OF ALL GRANTS OF FOUNDATION ASSETS, THE SELECTION OF ANY RECIPIENTS OF GRANTS AND IN DIRECTING THE USE OF THE INCOME OR ASSETS OF THE FOUNDATION. CURRENTLY, THE ORGANIZATIONAL TRUSTEE IS THE PRESIDENT AND CEO OF MJHS. THROUGH THIS INDIVIDUAL AS WELL AS THE OVERLAP OF CERTAIN DONOR TRUSTEES, MANAGEMENT OF THE FOUNDATION IS VESTED IN THE SAME PERSONS THAT MANAGE MJHS. HAVING THE CONTROL AND MANAGEMENT OF THE FOUNDATION VESTED IN THE SAME PERSONS THAT CONTROL OR MANAGE MJHS ENSURES THAT THE FOUNDATION IS RESPONSIVE TO THE NEEDS AND REQUIREMENTS OF MJHS. THUS, THE FOUNDATION SATISFIES THE CONTROL REQUIREMENT OF A TYPE II SUPPORTING ORGANIZATION, IN THAT IT IS SUPERVISED OR CONTROLLED IN CONNECTION WITH ITS SUPPORTED PUBLIC CHARITY, MJHS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART IV, SECTION C, LINE 1
IRS990ScheduleA/MajorityDirTrstSupportedOrgInd00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
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IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
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IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt00
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt028830
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE FROM AFFILIATES
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FILING ORGANIZATION IS INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS OF MIAMI JEWISH HEALTH SYSTEMS, INC. THE FOOTNOTE OF THE CONSOLIDATED FINANCIAL STATEMENTS IS AS FOLLOWS: MJHS, ITS SUBSIDIARIES AND ITS CONSOLIDATED AFFILIATES, ARE NOT-FOR-PROFIT ORGANIZATIONS EXEMPT FROM INCOME TAXES, AS DESCRIBED UNDER SECTIONS 501(C)(3) AND 501(C)(2) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN INCLUDED IN THESE COMBINED FINANCIAL STATEMENTS FOR MJHS, ITS SUBSIDIARIES OR ITS CONSOLIDATED AFFILIATES. MJHS PAYS ITS PROPORTIONATE SHARE OF INCOME TAXES ON THE TAXABLE INCOME OF ITS UNCONSOLIDATED AFFILIATES. DURING THE YEARS ENDED JUNE 30, 2020 AND 2019, MJHS INCURRED AND PAID $60,000 AND $312,000, RESPECTIVELY, OF ITS PROPORTIONATE SHARE OF INCOME TAXES AND RECORDED THE AMOUNT IN THE COMBINED STATEMENTS OF OPERATIONS AND CHANGES IN NET ASSETS AS OTHER NON-OPERATING EXPENSE.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0993186
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1139178
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt30
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt30
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt30
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt30
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt1261538
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt2376581
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt3333333
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0JEFFREY FREIMARK
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1ROBERT J BECHT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2DAN O'DONNELL
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm3RICHARD SKELLY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0TRUSTEE/CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1CFO (END 04/2020)
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2INTERIM CFO (BEG 04/2020)
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt3FORMER CFO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt01524963
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1406953
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt2376581
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt3333333
IRS990ScheduleJ/SeverancePaymentInd01
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0THE FOLLOWING METHODS ARE UTILIZED BY MIAMI JEWISH HEALTH SYSTEMS, INC., A RELATED 501(C)(3) ORGANIZATION, TO ESTABLISH COMPENSATION FOR THE CEO: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - FORM 990 OF OTHER ORGANIZATIONS - COMPENSATION SURVEY OR STUDY - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt1MIAMI JEWISH HEALTH SYSTEMS, INC., A RELATED ORGANIZATION, OFFERS A NONQUALIFIED EXECUTIVE PENSION BENEFIT THROUGH A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN ("SERP") AGREEMENT. DURING 2020, $1,375,000 WAS CONTRIBUTED INTO THE PLAN ON BEHALF OF THE CEO. DURING THE YEAR, RICHARD SKELLY AND ROBERT BECHT RECEIVED SEVERANCE PAYMENTS IN THE AMOUNT OF $333,333 AND $261,538, RESPECTIVELY, PURSUANT TO MIAMI JEWISH HEALTH SYSTEMS, INC.'S POLICIES AND PROCEDURES FOLLOWING AN INVOLUNTARY SEPARATION FROM EMPLOYMENT.
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt2MIAMI JEWISH HEALTH SYSTEMS, INC. PAID INDEPENDENT CONTRACTOR COMPENSATION TO FTI CONSULTING, INC., AN UNRELATED ORGANIZATION, FOR CFO SERVICES RENDERED TO THE FILING ORGANIZATION BY DAN O'DONNELL. COMPENSATION FOR THIS INDIVIDUAL HAS BEEN REPORTED IN SCHEDULE J, PART II ACCORDING TO IRS GUIDELINES.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 3
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc1PART I, LINES 4A-B
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc2SCHEDULE J, PART II
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd01
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0WAYNE A. CYPEN, HAZEL CYPEN, AND STEPHEN H. CYPEN HAVE A FAMILY RELATIONSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD OF DIRECTORS OF MIAMI JEWISH HEALTH SYSTEMS, INC., A RELATED 501(C)(3) ORGANIZATION, HAS THE AUTHORITY TO APPOINT THE ORGANIZATIONAL TRUSTEE OF THE FILING ORGANIZATION. SEE THE ORGANIZATION'S RESPONSE TO SCHEDULE A, PART IV, SECTION C, LINE 1 FOR ADDITIONAL INFORMATION REGARDING THE ORGANIZATIONAL TRUSTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE CHIEF FINANCIAL OFFICER AND CONTROLLER OF MIAMI JEWISH HEALTH SYSTEMS, INC. CONDUCT A COMPREHENSIVE REVIEW OF THE FORM 990 AND, THEREAFTER, A COMPLETE COPY IS PROVIDED TO THE BOARD OF TRUSTEES PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION'S CONFLICT OF INTEREST POLICY COVERS ALL TRUSTEES AND OFFICERS, EACH OF WHOM IS REQUIRED TO COMPLETE AND SUBMIT A CONFLICT OF INTEREST QUESTIONNAIRE ANNUALLY. THE COMPLIANCE OFFICER MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY, AND REVIEWS ACTUAL CONFLICTS THAT ARE IDENTIFIED BY THE ANNUAL DISCLOSURE PROCESS. OFFICERS AND TRUSTEES ARE PROHIBITED FROM VOTING WHERE ACTUAL CONFLICTS OF INTEREST EXIST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE PRESIDENT/CEO IS COMPENSATED BY MIAMI JEWISH HEALTH SYSTEMS, INC. (MJHS), A RELATED ORGANIZATION. THE CEO REPORTS DIRECTLY TO THE BOARD OF DIRECTORS, AND THE COMPENSATION COMMITTEE OF THE BOARD IS RESPONSIBLE FOR APPROVING THE CEO'S COMPENSATION ADJUSTMENTS. THE COMPENSATION COMMITTEE REVIEWS AND APPROVES ANY CHANGES IN BASE COMPENSATION AS WELL AS BONUSES AND OTHER COMPONENTS ON AN ANNUAL BASIS. ALL OTHER OFFICERS AND KEY EMPLOYEES ARE COMPENSATED BY MJHS. COMPENSATION OF ALL OTHER OFFICERS AND KEY EMPLOYEES IS ESTABLISHED BY THE CEO AND IS APPROVED BY THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS. FORMAL COMPENSATION STUDIES ARE REQUESTED AND CONDUCTED AS NEEDED. THE MINUTES OF THE COMPENSATION COMITTEE DOCUMENT THE DECISIONS AND DELIBERATIONS OF THE COMMITTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, AND CONFLICT OF INTEREST POLICIES ARE NOT AVAILABLE TO THE PUBLIC AT THIS TIME.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE BOARD OF TRUSTEES IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT OF THE ORGANIZATION'S FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THERE WAS NO CHANGE IN THIS PROCESS FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XII, LINE 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd30
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd40
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd50
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd60
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd70
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd80
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd90
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd100
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0MIAMI JEWISH HEALTH SYSTEMS INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1MIAMI JEWISH HEALTH SYSTEMS INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt2MIAMI JEWISH HEALTH SYSTEMS INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt3MIAMI JEWISH HEALTH SYSTEMS INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt4MIAMI JEWISH HEALTH SYSTEMS INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt5MIAMI JEWISH HEALTH SYSTEMS INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt6MIAMI JEWISH HEALTH SYSTEMS INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt7MIAMI JEWISH HEALTH SYSTEMS INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt8MIAMI JEWISH HEALTH SYSTEMS INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt9MIAMI JEWISH HEALTH SYSTEMS INC
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0MIAMI JEWISH HEALTH SYSTEMS INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1DGN II INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2DGN III INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt3STEIN GERONTOLOGICAL INSTITUTE INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt4DOUGLAS GARDENS HOLDING CORP INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt5DGN INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt6DOUGLAS GARDENS HOME CARE INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt7DOUGLAS GARDENS SENIOR HOUSING INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt8MIAMI JEWISH HEALTH SYSTEMS FOUNDATION INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt9FLORIDA PACE CENTERS INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt10FLORIDA PATHWAYS INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0590624414
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1651270932
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2273293469
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN3650289632
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN4237302931
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN5113672256
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN6651151478
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN7650838183
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN8200267158
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN9651051439
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN10650198276
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt3501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt4501(C)(2)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt5501(C)(3)

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.21$0.08$0.29
2021Detailed filing. Detailed filing data is available for this year.$10.9$0.03$10.9$2.49$0.11$2.38
2020Detailed filing. Detailed filing data is available for this year.$9.77$0.03$9.74$0.29$0.07$0.23
2019Detailed filing. Detailed filing data is available for this year.$8.95$0.03$8.92$0.63$0.14$0.49
2018Summary only. Only limited summary data is available for this year.$7.53$0.03$7.50$0.00$0.01$0.01
2017Summary only. Only limited summary data is available for this year.$7.93$0.02$7.91$0.39$0.08$0.31
2016Summary only. Only limited summary data is available for this year.$7.00$0.01$6.99$1.02$0.72$0.31
2015Summary only. Only limited summary data is available for this year.$7.35$0.01$7.34$0.48$0.05$0.43
2014Summary only. Only limited summary data is available for this year.$7.10$0.01$7.09$0.33$0.03$0.29
2013Summary only. Only limited summary data is available for this year.$6.51$0.01$6.50$0.62$2.19$1.57
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.54$0.01$7.52$3.34
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.70$0.05$9.65$0.11
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.07$0.01$9.06$8.11