The mission is to sustain, nurture and strengthen the well-being of seniors, adults, children and families and to ensure access to a full continuum of care through the life cycle, within the framework of Jewish tradition and values.

501(c)(3) charity; gifts are tax-deductible.
72¢ of each $1 spent went to programs.
$348K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2023 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 6
filings with a surplus
Average surplus $262K a year · 8% of revenue · last 6 filings
Worth a look: a surplus in 3 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
72%
of spending
Fine: 72% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$348K
to officers and key staff · 11% of spending
Looks good: pay to officers and key staff is 11% of spending; 15% or less.
Pt VII · Sec A
2 mo
of spending, in cash
Plus $18.3M in investments, Pt X · Ln 11–13
Fine: 2.5 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $5K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$1.8M
7% of total assets
Looks good: liabilities are 7% of assets; 50% or less.
Pt X · Ln 26
Independent board members
20
of 20 voting members
Looks good: 20 of 20 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$3.0M
-1% vs prior year
Spent
$3.2M
To programs
72%
Net assets
$21.7M
By yearFY2020–FY2025
Revenue
$3.0M
FY2023▼ -1%
Tap a bar for its year
Revenue by fiscal year
FY2020$3.2M
FY2021$5.0M
FY2022$3.1M
FY2023$3.0M
FY2024$3.3M
FY2025$3.3M
Expenses
$3.2M
FY2023▲ +5%
Tap a bar for its year
Expenses by fiscal year
FY2020$3.4M
FY2021$3.2M
FY2022$3.1M
FY2023$3.2M
FY2024$3.2M
FY2025$3.1M
Net assets
$21.7M
FY2023▲ +7%
Tap a bar for its year
Net assets by fiscal year
FY2020$19.4M
FY2021$23.2M
FY2022$20.2M
FY2023$21.7M
FY2024$23.1M
FY2025$24.5M

From the FY2023 Form 990 (year ending June 2023) · figures checked against the IRS filing · see the original

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You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jun 2018.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

72 cents of each dollar spent went to programs.

Program services 72% · $2.3M Management & general 24% · $783K Fundraising 4% · $122K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

23 people listed on the 990; $348K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2022); the FY2023 filing did not itemize Part VII
Former President and CEO
$210,246Pt VII · Sec A
$126,551Pt VII · Sec A
Current President and CEO
$11,250Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Pamela Morris’s $183K as President and CEO is at the 86th percentile of top reported officer pay among 3869 $1–10M human services nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 7 named individuals · Part VII

NameFY2025FY2024FY2023FY2021FY2020
Erin Gisherman Minior to 1022——$210,246——
Pamela Morris$183,083$190,129———
Erin Gisherman Minior———$170,577—
Erin Gisherman Minior Licsw————$147,579
Renee St John$137,018$131,743$126,551$116,237—
Susan Bazar————$94,770
Pamela Morris as of 1122——$11,250——

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Supports seniors, adults, children, and families with lifelong care rooted in Jewish values.

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Provided by the organization

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1 program · $2.3M · in their own filed words · FY2022
01

The mission is to sustain, nurture and strengthen the well-being of seniors, adults, children and families and to ensure access to a full continuum of care through the life cycle, within the framework of jewish tradition and values.

$2.3Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2025
Grants paid · 2 grants · $325K · 2019–2022

By the numbers

The FY2023 990, line by line.

1The main four
Money inPt VIII
$3.0M
Ln 12
Gifts and grantsLn 1h$1.5M
Fees for servicesLn 2g$870K
Other incomeLn 4–11$350K
Money outPt IX
$3.2M
Ln 25
Programscol B$2.3M
Managementcol C$783K
Fundraisingcol D$122K
Owns and owesPt X
$21.7M
net assets · Ln 32
Cash and savingsLn 1–2$661K
Total assetsLn 16$23.5M
LiabilitiesLn 26$1.8M
PeoplePt VI, VII
23
listed · VII A
PaidVII A3
Voting boardVI 1a20
IndependentVI 1b20
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.5M
Fees for servicesLn 2g$870K
Investment incomeLn 3$320K
Other incomeLn 4–11$350K
Gains on assetsLn 7−$123K
Total revenueLn 12$3.0M
Assets in detailPt X, end of year
CashLn 1$661K
Cash and savings togetherLn 1–2$661K
InvestmentsLn 11–13$18.3M
Land, buildings, equipmentLn 10c$2.0M
Other assetsLn 15$99K
Total assetsLn 16$23.5M
LiabilitiesLn 26$1.8M
Net assetsLn 32$21.7M
OperationsPt I, VI
EmployeesI 543
VolunteersI 619
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
Cash and savingsLn 1–2$374K$661K
InvestmentsLn 11–13$17.8M$18.3M
Land, buildings, equipmentLn 10c$2.0M$2.0M
Total assetsLn 16$20.5M$23.5M
LiabilitiesLn 26$247K$1.8M
Net assetsLn 32$20.2M$21.7M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$155K$155K
Pay of current officers, directors and key staffLn 5$363K$297K$66K
Other salaries and wagesLn 7$1.3M$1.2M$137K$19K
Other employee benefitsLn 9$136K$102K$27K$7K
Payroll taxesLn 10$137K$96K$34K$7K
Legal feesLn 11b$290$290
Accounting feesLn 11c$24K$17K$6K$1K
Investment management feesLn 11f$96K$96K
Other fees for servicesLn 11g$104K$73K$26K$5K
Advertising and promotionLn 12$19K$13K$5K$939
Office expensesLn 13$61K$42K$15K$3K
OccupancyLn 16$92K$64K$23K$5K
TravelLn 17$18K$13K$4K$899
Conferences, conventions and meetingsLn 19$4K$3K$899$180
InterestLn 20$77K$77K
Depreciation, depletion and amortizationLn 22$57K$40K$14K$3K
InsuranceLn 23$56K$39K$14K$3K
Other expenses (24a–d)Ln 24$467K$459K$7K$1K
Total functional expensesLn 25$3.2M$2.3M$783K$122K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $3.3M$3.1M$159K$24.5M 990 PDF
FY2024 $3.3M$3.2M$29K$23.1M 990 PDF
FY2023 Viewing $3.0M$3.2M−$191K$21.7M 990 PDF
FY2022 $3.1M$3.1M−$11K$20.2M 990 PDF
FY2021 $5.0M$3.2M$1.8M$23.2M 990 PDF
FY2020 $3.2M$3.4M−$197K$19.4M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support J · Pay O · Explanations
See the full FY2023 990 (6 parts)
Part I · Summary $3,019,642 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,225,242$1,479,458
I-9 Program service revenuePrior year $836,806$870,288
I-10 Investment incomePrior year $530,514$319,580
I-11 Other revenuePrior year $462,285$350,316
I-12 Total revenuePrior year $3,054,847$3,019,642
I-13 Grants and similar amounts paidPrior year $145,764$154,800
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $1,989,089$1,981,507
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $931,027$1,073,950
I-18 Total expensesPrior year $3,065,880$3,210,257
I-19 Revenue less expensesPrior year −$11,033−$190,615
Part VI · Governance 20 of 20 board members independent, 1 to look at
VI-1a Voting members of the governing body20
VI-1b Independent voting members20
VI-13 Written whistleblower policyNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $3,019,642 across 7 lines filed
VIII-1f All other contributions, gifts and grants$1,479,458
VIII-1h Total contributions, gifts and grants$1,479,458
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $870,288$870,288
VIII-3 Investment incomeExcluded from tax $442,588$442,588
VIII-7 Net gain or loss on sales of assetsExcluded from tax −$123,008−$123,008
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $350,316$350,316
VIII-12 Total revenueRelated to mission $1,220,604 · Unrelated business $0 · Excluded from tax $319,580$3,019,642
Part IX · Statement of functional expenses $3,210,257 across 18 lines filed
IX-1 Grants to domestic organizationsPrograms $154,800$154,800
IX-5 Pay of current officers, directors and key staffManagement $297,118 · Fundraising $65,763$362,881
IX-7 Other salaries and wagesPrograms $1,189,055 · Management $136,617 · Fundraising $19,434$1,345,106
IX-9 Other employee benefitsPrograms $102,071 · Management $27,380 · Fundraising $7,027$136,478
IX-10 Payroll taxesPrograms $95,929 · Management $34,261 · Fundraising $6,852$137,042
IX-11b Legal feesManagement $290$290
IX-11c Accounting feesPrograms $16,695 · Management $5,962 · Fundraising $1,193$23,850
IX-11f Investment management feesManagement $96,165$96,165
IX-11g Other fees for servicesPrograms $72,899 · Management $26,035 · Fundraising $5,207$104,141
IX-12 Advertising and promotionPrograms $13,140 · Management $4,692 · Fundraising $939$18,771
IX-13 Office expensesPrograms $42,461 · Management $15,164 · Fundraising $3,033$60,658
IX-16 OccupancyPrograms $64,232 · Management $22,940 · Fundraising $4,588$91,760
IX-17 TravelPrograms $12,582 · Management $4,493 · Fundraising $899$17,974
IX-19 Conferences, conventions and meetingsPrograms $2,517 · Management $899 · Fundraising $180$3,596
IX-20 InterestManagement $76,554$76,554
IX-22 Depreciation, depletion and amortizationPrograms $39,899 · Management $14,249 · Fundraising $2,850$56,998
IX-23 InsurancePrograms $39,385 · Management $14,066 · Fundraising $2,813$56,264
IX-24 Other expenses (24a–d)Programs $459,056 · Management $6,561 · Fundraising $1,312$466,929
IX-25 Total functional expensesPrograms $2,304,721 · Management $783,446 · Fundraising $122,090$3,210,257
Part X · Balance sheet $23,456,960 assets, 16 lines filed
X-1 Cash, non-interest-bearingStart of year $373,922$660,939
X-3 Pledges and grants receivableStart of year $11,000$8,200
X-4 Accounts receivableStart of year $191,698$2,373,376
X-9 Prepaid expenses and deferred chargesStart of year $37,936$31,265
X-10c Land, buildings and equipment, netStart of year $2,005,394$1,969,864
X-11 Publicly traded securitiesStart of year $17,833,064$18,314,458
X-15 Other assetsStart of year $0$98,858
X-16 Total assetsStart of year $20,453,014$23,456,960
X-17 Accounts payable and accrued expensesStart of year $244,410$355,452
X-19 Deferred revenueStart of year $2,807$3,017
X-25 Other liabilitiesStart of year $0$98,473
X-26 Total liabilitiesStart of year $247,217$1,756,942
X-27 Net assets without donor restrictionsStart of year $11,341,543$12,212,724
X-28 Net assets with donor restrictionsStart of year $8,864,254$9,487,294
X-32 Total net assets or fund balancesStart of year $20,205,797$21,700,018
X-33 Total liabilities and net assetsStart of year $20,453,014$23,456,960
Part XI · Reconciliation of net assets $21,700,018 net assets at year end
XI-1 Total revenue$3,019,642
XI-2 Total expenses$3,210,257
XI-3 Revenue less expenses−$190,615
XI-4 Net assets at start of year$20,205,797
XI-5 Net unrealized gains (losses) on investments$1,876,838
XI-8 Prior period adjustments−$192,002
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$21,700,018

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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