Jewish HomeLife

Legal name: Jewish Home Life Communities Inc

Nonprofit profile at a glance

EIN
474755353
IRS 990 coverage
2016–2024
Official website data refreshed
Sep 2026
Forms available
Form 990 2024, Form 990-N 2015
Location
Atlanta, GA, USA
Phone
4043518410
Rating
84
Verdict
STRONG
Rating confidence
Standard
Sector
Senior Citizens' Housing/Retirement Communities
Affiliation
Judaism

Official website

Reported finances

Revenue
$14,628,388
Expenses
$25,060,319
Assets
$28,634,630
Liabilities
$4,909,801

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

24 people listed

Executive titles in this filing

  • JEFFREY GOPEN (PRESIDENT & CEO)
  • Lisa Miner (Executive Director, Berman Commons)

Highest reported compensation

  • JEFFREY GOPEN (PRESIDENT & CEO): $479,456 total reported compensation
  • NEELAM RAHATEKAR (CFO & COO): $381,599 total reported compensation
  • STEPHANIE WYATT (CHIEF DEVELOPMENT OFFICER): $172,900 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Provided facilities and services for those elderly and disabled who need long- and short-term physical, psychological, and/or social care in a manner consistent with Jewish values. Serve as one of the professional resources to the community regarding aging, disabilities and health, and the development of effective approaches to care and service to the aging and disabled. Provide support services for family members of elderly and disabled either on our waiting list and/or utilizing any service provided by Jewish Home Life Communities, Inc. and related entities.

What it reported doing in 2024

Berman Commons: Berman Commons is the licensed assisted living and memory care community in the Jewish Home Life Communities family. We help residents live as independently as possible by offering personalized care in a warm, vibrant environment that is welcoming to all. Residents can easily stay connected to their community, activities and lifestyle.

Operating model

Revenue model
Other-operating. 77% of the money available for current operations came from other operating revenue.
Distribution model
Hybrid. The nonprofit split its reported program spending across 48% for direct work, and 52% for grants.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Fundraising costs are high for each dollar raised and expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 84
  • Transparency & Controls: 84
  • Accountability: 95
  • Sustainability: 24
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 100%; rating input score 100
  • Program expense ratio: 80.9%; rating input score 81
  • Fundraising efficiency: $3.75 raised per $1 spent on fundraising; rating input score 15; 15th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 62nd percentile among comparable filings
  • Pay-setting controls: 2 of 6 controls in place; rating input score 33
    • Compensation committee: Missing
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Pass
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 100%; rating input score 100; 72nd percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Yes; rating input score 100

Accountability

  • Independent voting board: 100%; rating input score 100; 66th percentile among comparable filings
  • Governance controls: 8 of 9 controls in place; rating input score 89
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: Fail
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: -71.3%; rating input score 1; 1st percentile among comparable filings
  • Total-asset coverage ratio: 1.14; rating input score 41; 41st percentile among comparable filings
  • Liabilities to assets ratio: 0.17; rating input score 62; 62nd percentile among comparable filings
  • Officer compensation ratio: 6.8%; rating input score 37; 37th percentile among comparable filings

Growth

  • Program expense growth: 3.3% per year; rating input score 100; 29th percentile among comparable filings
  • Revenue growth: 3.1% per year; rating input score 100; 27th percentile among comparable filings
  • Asset growth: 2.8% per year; rating input score 100; 22nd percentile among comparable filings

Details

  • What they do: Mission, programs, and operating context captured from the official website.
  • Where the money goes: 100% of revenue deployed · 80.9% of spending went to programs
  • Governance: 16 of 16 board members independent · 8 of 9 filing controls reported
  • Programs: 3 filed program accomplishments · $20.3M in reported program spending
  • Leadership: top reported pay $479K · 24 people listed · 2 of 6 pay-setting controls reported
  • Highest-paid contractors: 3 contractors listed · $387K reported
  • Consistency: 38 of 38 current checks pass
  • Schedules: 7 filed schedules · includes major donors, grants, executive pay, and related organizations
  • Filing history: 9 filing years from 2016 to 2024
  • Contacts: How to reach this organization
  • Money network: 9 filed money-flow records
  • Related organizations: 6 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Financial Efficiency: Fundraising efficiency scored 15/100.
  • High — Sustainability: Operating margin scored 1/100.
  • Review — Accountability: Governance controls: Other executive compensation review process not reported.
  • Moderate — Sustainability: Total-asset coverage ratio scored 41/100.
  • Moderate — Sustainability: Officer compensation ratio scored 37/100.