Metropolitan Jewish Health System Foundation

New York, NY
Tax-exempt since April 1941
EIN: 11-1630753

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Health — General and Rehabilitative / Fund Raising and/or Fund Distribution (NTEE)

Donations to this organization are tax deductible.

Revenue

$2.31M (2022)

Expenses

$4.29M (2022)

Total Assets

$112M (2022)

Total Liabilities

$1.75M (2022)

Source: Form 990 tax filings from 2011 to 2022

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2022

Revenue

$2,313,240

Expenses

$4,292,732

Net Income

-$1,979,492

Net Assets

$110,261,238

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$2,341,851	> 100%
Program Services	$0
Investment Income	$1,935,246	83.7%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	-$78,227
Sales of Assets	-$1,885,630
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$373,290	8.7%
Professional Fundraising Fees	$0
Other Salaries and Wages	$620,298	14.4%

Assets/Debt
Total Assets	$112,014,873
Total Liabilities	$1,753,635
Net Assets	$110,261,238

Compensation

Key Employees and Officers	Compensation	Related	Other
Linda Schur Scalettar (Chief Development Officer)	$323,614	$0	$49,676
Allison Wesalo (Director Of Development)	$135,548	$0	$48,798
David Wagner (Ceo, President)	$0	$1,134,355	$121,559
Alexander Balko (Director)	$0	$992,892	$98,713
David Koschitzki (Chief Financial Officer)	$0	$626,673	$107,067
Jeffrey Davis (Former Cfo)	$0	$648,617	$58,110
Robert Leamer (Former Asst. Secretary)	$0	$508,818	$125,964
Christina Van Vort (Assistant Secretary)	$0	$509,863	$21,948
Ronald Milch (Chair)	$0	$0	$0
Steven Topal (Vice Chair)	$0	$0	$0
Arthur Goshin (Secretary/Treasurer)	$0	$0	$0
Burton Esrig (Director (As Of 1/22))	$0	$0	$0
Eli S Feldman (Director)	$0	$0	$0
Danielle Rollmann (Director)	$0	$0	$0

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990

Filed on Nov. 10, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

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990-T

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Fiscal Year Ending Dec.
2021

Revenue

$11,214,226

Expenses

$4,784,262

Net Income

$6,429,964

Net Assets

$129,580,147

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$2,768,893	24.7%
Program Services	$0
Investment Income	$1,983,170	17.7%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	-$101,334
Sales of Assets	$6,563,497	58.5%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$341,575	7.1%
Professional Fundraising Fees	$0
Other Salaries and Wages	$683,636	14.3%

Assets/Debt
Total Assets	$130,693,445
Total Liabilities	$1,113,298
Net Assets	$129,580,147

Compensation

Key Employees and Officers	Compensation	Related	Other
Linda Schur Scalettar (Chief Development Officer)	$310,786	$0	$30,789
Allison Wesalo (Director Of Development)	$129,898	$0	$44,561
Alexander Balko (Ceo, President)	$0	$1,470,004	$141,815
Robert Leamer (Assistant Secretary)	$0	$729,001	$117,144
Jeffrey Davis (Chief Financial Officer)	$0	$736,775	$94,226
Ronald Milch (Chair)	$0	$0	$0
Steven Topal (Vice Chair)	$0	$0	$0
Arthur Goshin (Secretary/Treasurer)	$0	$0	$0
Eli S Feldman (Director)	$0	$0	$0
Shmuel Lefkowitz (Director)	$0	$0	$0
Danielle Rollmann (Director)	$0	$0	$0

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990

Filed on Nov. 11, 2022

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990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

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Fiscal Year Ending Dec.
2020

Revenue

$6,868,691

Expenses

$3,403,020

Net Income

$3,465,671

Net Assets

$121,497,196

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$2,174,402	31.7%
Program Services	$0
Investment Income	$1,451,438	21.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$3,242,851	47.2%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$944,448	27.8%

Assets/Debt
Total Assets	$122,133,673
Total Liabilities	$636,477
Net Assets	$121,497,196

Compensation

Key Employees and Officers	Compensation	Related	Other
Linda Schur Scalettar (Chief Development Officer)	$296,648	$0	$29,840
Allison Wesalo (Director Of Development)	$123,552	$0	$43,503
Alexander Balko (Ce O, President)	$0	$1,296,914	$143,612
Robert Leamer (Assistant Secretary)	$0	$620,367	$117,775
Jeffrey Davis (Chief Financial Officer)	$0	$641,841	$95,142
Ronald Milch (Chair)	$0	$0	$0
Steven Topal (Vice Chair)	$0	$0	$0
Arthur Goshin (Secretary/Treasurer)	$0	$0	$0
Eli S Feldman (Director)	$0	$0	$0
Shmuel Lefkowitz (Director)	$0	$0	$0
Danielle Rollmann (Director)	$0	$0	$0

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990

Filed on Nov. 11, 2021

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990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

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Fiscal Year Ending Dec.
2019

Revenue

$6,264,557

Expenses

$4,507,398

Net Income

$1,757,159

Net Assets

$109,434,396

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$2,626,975	41.9%
Program Services	$0
Investment Income	$2,606,876	41.6%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	-$65,577
Sales of Assets	$1,096,283	17.5%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$319,844	7.1%
Professional Fundraising Fees	$0
Other Salaries and Wages	$663,948	14.7%

Assets/Debt
Total Assets	$110,324,933
Total Liabilities	$890,537
Net Assets	$109,434,396

Compensation

Key Employees and Officers	Compensation	Related	Other
Linda Schur Scalettar (Chief Development Officer)	$290,009	$0	$29,835
Alexander Balko (Ce O, President)	$0	$1,362,568	$134,974
Jeffrey Davis (Chief Financial Officer)	$0	$694,262	$94,959
Robert Leamer (Assistant Secretary)	$0	$661,317	$111,697
Ronald Milch (Chair)	$0	$0	$0
Steven Topal (Vice Chair)	$0	$0	$0
Arthur Goshin (Secretary/Treasurer)	$0	$0	$0
Eli S Feldman (Director)	$0	$0	$0
Shmuel Lefkowitz (Director)	$0	$0	$0

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990

Filed on Nov. 13, 2020

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990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

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Fiscal Year Ending Dec.
2018

Revenue

$7,886,245

Expenses

$9,539,864

Net Income

-$1,653,619

Net Assets

$93,417,570

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$2,592,077	32.9%
Program Services	$0
Investment Income	$2,026,374	25.7%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	-$45,070
Sales of Assets	$3,312,864	42.0%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$299,649	3.1%
Professional Fundraising Fees	$0
Other Salaries and Wages	$620,937	6.5%

Assets/Debt
Total Assets	$94,509,282
Total Liabilities	$1,091,712
Net Assets	$93,417,570

Compensation

Key Employees and Officers	Compensation	Related	Other
Linda Schur Scalettar (Chief Development Officer)	$271,085	$0	$28,564
Allison Mondell Wesalo (Director Of Development)	$116,808	$0	$43,642
Eli S Feldman (Exe. Vice Chair Thru 5/18,Dir.)	$0	$247,799	$38,811
Alexander Balko (Ce O, President)	$0	$1,277,748	$123,942
Arthur Goshin (Secretary/Treasurer)	$0	$0	$0
Shmuel Lefkowitz (Chair Thru 5/18, Director)	$0	$0	$0
Ronald Milch (Chair)	$0	$0	$0
Steven Topal (Vice Chair)	$0	$0	$0
Jeffrey Davis (Chief Financial Officer)	$0	$628,737	$91,812
Robert Leamer (Assistant Secretary)	$0	$616,117	$108,983

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990

Filed on Nov. 14, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

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990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

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Fiscal Year Ending Dec.
2017

Revenue

$9,080,906

Expenses

$10,634,800

Net Income

-$1,553,894

Net Assets

$106,322,524

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$2,800,238	30.8%
Program Services	$0
Investment Income	$2,292,535	25.2%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	-$75,269
Sales of Assets	$4,063,402	44.7%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$292,191	2.7%
Professional Fundraising Fees	$0
Other Salaries and Wages	$703,517	6.6%

Assets/Debt
Total Assets	$107,811,687
Total Liabilities	$1,489,163
Net Assets	$106,322,524

Compensation

Key Employees and Officers	Compensation	Related	Other
Linda Schur Scalettar (Chief Development Officer)	$264,573	$0	$27,618
Allison Mondell Wesalo (Director Of Development)	$106,508	$0	$29,631
Eli S Feldman (Executive Vice Chair)	$0	$1,023,199	$192,611
Alexander Balko (Ce O, President)	$0	$1,245,827	$119,923
Arthur Goshin (Secretary)	$0	$0	$0
Shmuel Lefkowitz (Chair)	$0	$0	$0
Ronald Milch (Treasurer)	$0	$0	$0
Steven Topal (Vice Chair)	$0	$0	$0
Jeffrey Davis (Chief Financial Officer)	$0	$615,955	$89,421
Robert Leamer (Assistant Secretary)	$0	$603,805	$104,267

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990

Filed on Nov. 12, 2018

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990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

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Fiscal Year Ending Dec.
2016

Revenue

$2,665,152

Expenses

$6,212,041

Net Income

-$3,546,889

Net Assets

$101,343,083

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$3,238,168	> 100%
Program Services	$0
Investment Income	$1,879,534	70.5%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	-$86,012
Sales of Assets	-$2,366,538
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$277,741	4.5%
Professional Fundraising Fees	$0
Other Salaries and Wages	$771,852	12.4%

Assets/Debt
Total Assets	$104,426,250
Total Liabilities	$3,083,167
Net Assets	$101,343,083

Compensation

Key Employees and Officers	Compensation	Related	Other
Linda Schur Scalettar (Chief Development Officer)	$252,220	$0	$25,521
Allison Mondell Wesalo (Assistant Director Of Developm)	$104,901	$0	$26,530
Eli S Feldman (Ceo Emeritus)	$0	$1,032,296	$375,200
Alexander Balko (Ce O, President)	$0	$1,142,119	$108,930
Arthur Goshin (Secretary)	$0	$0	$0
Shmuel Lefkowitz (Chair)	$0	$0	$0
Ronald Milch (Treasurer)	$0	$0	$0
Steven Topal (Vice Chair)	$0	$0	$0
Jeffrey Davis (Chief Financial Officer)	$0	$558,021	$88,367
Robert Leamer (Assistant Secretary)	$0	$508,178	$97,185

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990

Filed on Nov. 13, 2017

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990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

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Fiscal Year Ending Dec.
2015

Revenue

$5,197,166

Expenses

$5,451,763

Net Income

-$254,597

Net Assets

$98,610,515

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$3,182,472	61.2%
Program Services	$0
Investment Income	$1,465,058	28.2%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	-$17,919
Sales of Assets	$567,498	10.9%
Net Inventory Sales	$0
Other Revenue	$57	0.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$293,934	5.4%
Professional Fundraising Fees	$0
Other Salaries and Wages	$670,306	12.3%

Assets/Debt
Total Assets	$100,729,982
Total Liabilities	$2,119,467
Net Assets	$98,610,515

Compensation

Key Employees and Officers	Compensation	Related	Other
Linda Shur Scalettar (Chief Development Officer)	$282,736	$0	$11,198
Alexander S Balko (President Ceo)	$0	$5,594,621	$111,805
Eli S Feldman (Director)	$0	$1,670,592	$180,192
Dr Arthur Goshin Md (Director)	$0	$0	$0
Steven Topal (Chairman)	$0	$0	$0
Shmuel Lefkowitz (Director)	$0	$0	$0
Ronald B Milch (Director)	$0	$0	$0
Robert Leamer (Svp Genl Counsel)	$0	$2,108,346	$97,840
Jeffrey Davis (Cfo Mjhs)	$0	$664,486	$84,593
Elliot Brooks (Senior Vp Hr)	$0	$519,385	$80,137

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990

Filed on Nov. 14, 2016

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990-T

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Fiscal Year Ending Dec.
2014

Revenue

$6,061,272

Expenses

$15,838,004

Net Income

-$9,776,732

Net Assets

$90,424,807

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$2,595,443	42.8%
Program Services	$0
Investment Income	$800,286	13.2%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	-$63,440
Sales of Assets	$2,728,983	45.0%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$103,844	0.7%
Professional Fundraising Fees	$0
Other Salaries and Wages	$309,412	2.0%

Assets/Debt
Total Assets	$91,650,250
Total Liabilities	$1,225,443
Net Assets	$90,424,807

Compensation

Key Employees and Officers	Compensation	Related	Other
Elliot Brooks (Senior Vp, Hr)	$46,246	$1,572,383	$146,343
Eli S Feldman (Exec Vp, Ceo)	$44,602	$1,516,472	$141,259
Alexander Balko (President)	$34,172	$1,161,862	$325,341
Robert Leamer (Asst. Sec./Sr. Vp/General Counsel)	$18,364	$624,377	$186,585
Jeffrey Davis (Cfo)	$12,976	$441,172	$77,120
Steven Topal (President)	$0	$0	$0
Shmuel Lefkowitz (Vice President)	$0	$0	$0
Ronald B Milch (Secretary)	$0	$0	$0
Burton Esrig (Treasurer)	$0	$0	$0
Dr Arthur Goshin Md (Director)	$0	$0	$0

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990

Filed on Nov. 11, 2015

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Fiscal Year Ending Dec.
2013

Revenue

$4,980,541

Expenses

$22,085,097

Net Income

-$17,104,556

Net Assets

$72,852,232

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$1,057,273	21.2%
Program Services	$0
Investment Income	$1,239,637	24.9%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$766,819	15.4%
Sales of Assets	$1,916,812	38.5%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$459,936	2.1%
Professional Fundraising Fees	$0
Other Salaries and Wages	$273,699	1.2%

Assets/Debt
Total Assets	$73,721,011
Total Liabilities	$868,779
Net Assets	$72,852,232

Compensation

Key Employees and Officers	Compensation	Related	Other
David Nussbaum (Exec. Dir., Chief Devel.)	$376,245	$0	$24,022
Eli S Feldman (Exec Vp/Director/Ceo/Presi)	$19,485	$1,344,431	$318,801
Alexander Balko (Executive Vp, Coo)	$10,415	$718,653	$426,916
Robert Leamer (Asst. Sec./Sr. Vp, General)	$6,131	$423,048	$245,693
Elliot Brooks (Senior Vp, Hr)	$6,099	$420,800	$236,145
Steven Topal (President/Director)	$0	$0	$0
David Wiener (Vice President/Director)	$0	$0	$0
Ronald B Milch (Treasurer/Secretary/Direct)	$0	$0	$0
Shmuel Lefkowitz (Director)	$0	$0	$0
Estere Duboulay (Director)	$0	$0	$0
Burton Esrig (Director)	$0	$0	$0
Peter Post (Director)	$0	$0	$0

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990

Filed on Nov. 13, 2014

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Fiscal Year Ending Dec.
2012

Revenue

$6,754,192

Expenses

$19,049,415

Net Income

-$12,295,223

Net Assets

$81,461,605

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$3,033,073	44.9%
Program Services	$0
Investment Income	$1,922,960	28.5%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	-$68,463
Sales of Assets	$1,866,622	27.6%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$317,890	1.7%
Professional Fundraising Fees	$0
Other Salaries and Wages	$255,505	1.3%

Assets/Debt
Total Assets	$82,583,963
Total Liabilities	$1,122,358
Net Assets	$81,461,605

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$4,082,321

Expenses

$10,483,673

Net Income

-$6,401,352

Net Assets

$91,433,767

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$1,775,085	43.5%
Program Services	$0
Investment Income	$1,172,418	28.7%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	-$116,678
Sales of Assets	$1,251,496	30.7%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$357,439	3.4%
Professional Fundraising Fees	$0
Other Salaries and Wages	$147,501	1.4%

Assets/Debt
Total Assets	$92,436,029
Total Liabilities	$1,002,262
Net Assets	$91,433,767

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

PDF (2 of 2)

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Metropolitan Jewish Health System Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $2.31M (2022)

Expenses $4.29M (2022)

Total Assets $112M (2022)

Total Liabilities $1.75M (2022)

Tax Filings by Year

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

990-T

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

990-T

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

990-T

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

990-T

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

990-T

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

990-T

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

990-T

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

990-T

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990

Revenue

$2.31M (2022)

Expenses

$4.29M (2022)

Total Assets

$112M (2022)

Total Liabilities

$1.75M (2022)

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001