2025-05-12T09:31:27-05:00 2023-12-31 621804252 WATKINS UIBERALL PLLC 1661 AARON BRENNER DR STE 300 MEMPHIS TN 38120 990 2023-01-01 620499939 B'NAI B'RITH HOME AND HOSPITAL FOR AGED INC (D/B/A MEMPHIS JEWISH HOME & REHAB) BNAI 9017580036 36 BAZEBERRY ROAD CORDOVA TN 380187756 PEYTON DODSON CFO 9017563274 2025-05-02 1 1 CHRISTA JIN YAO PUTMAN P01849782 9017612720 2025-05-02 2023 2025-03-06 01:10:19Z X BOBBY G MEADOWS III 36 BAZEBERRY ROAD CORDOVA TN 380187756 48476773 0 X WWW.MEMPHISJEWISHHOME.ORG X 1954 TN SEE SCHEDULE O 31 31 358 30 342519 0 4846016 2489208 17767989 18857888 1672449 1404371 358502 506356 24644956 23257823 0 0 0 0 10488558 12075496 0 0 0 11778512 11840182 22267070 23915678 2377886 -657855 61629796 64685094 1843644 2346561 59786152 62338533 MEMPHIS JEWISH HOME & REHAB IS A NOT-FOR-PROFIT NURSING HOME, JEWISH IN CHARACTER AND ENVIRONMENT, DEDICATED TO PROVIDING THE HIGHEST LEVELS OF CARE POSSIBLE WITH DIGNITY, COMPASSION AND PROFESSIONALISM. 0 0 19026863 19009359 MEMPHIS JEWISH HOME & REHAB PROVIDED 46,798 DAYS OF SKILLED NURSING CARE IN 2023, INCLUDING 18,384 DAYS OF SHORT-TERM REHABILITATION SERVICES, WHICH INCLUDED SKILLED NURSING CARE AND PHYSICAL, OCCUPATIONAL AND SPEECH THERAPY SERVICES, AND 29,435 DAYS OF LONG-TERM SKILLED NURSING CARE. 19026863 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 17 0 1 358 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 31 31 1 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 1 1 1 0 TN X PEYTON DODSON CHIEF FINANCIAL OFFICER 9017563274 36 BAZEBERRY ROAD CORDOVA TN 380187756 JERI MOSKOVITZ PRESIDENT 1.00 X X 0 0 0 MITCHELL LANSKY VICE PRESIDENT 1.00 X X 0 0 0 BOB EISEMAN VICE PRESIDENT 1.00 X X 0 0 0 MICHAEL ALPERT TREASURER 1.00 X X 0 0 0 GINGER GRUBER SECRETARY 1.00 X X 0 0 0 MINTON MAYER GENERAL COUNSEL 1.00 X X 0 0 0 HOWARD HAYDEN IMMEDIATE PAST PRESIDENT 1.00 X X 0 0 0 HAL FOGELMAN PRESIDENTIAL ADVISOR 1.00 X 0 0 0 NAT LANDAU PRESIDENTIAL ADVISOR 1.00 X 0 0 0 JENNIFER ROBERTS PRESIDENTIAL ADVISOR 1.00 X 0 0 0 BILL WEISS PRESIDENTIAL ADVISOR 1.00 X 0 0 0 JACOB BURING BOARD MEMBER 1.00 X 0 0 0 MAURICE BURING BOARD MEMBER 1.00 X 0 0 0 RAYMOND EVANS BOARD MEMBER 1.00 X 0 0 0 PAGGY GOODMAN BOARD MEMBER 1.00 X 0 0 0 MARK HALPERIN BOARD MEMBER 1.00 X 0 0 0 RUSSELL JACKSON BOARD MEMBER 1.00 X 0 0 0 GERI LANSKY BOARD MEMBER 1.00 X 0 0 0 JUDY MOSS BOARD MEMBER 1.00 X 0 0 0 SCOTT NOTOWICH BOARD MEMBER 1.00 X 0 0 0 MARC REISMAN BOARD MEMBER 1.00 X 0 0 0 MARK ROSENBERG BOARD MEMBER 1.00 X 0 0 0 JUDY ROYAL BOARD MEMBER 1.00 X 0 0 0 HENRY G RUDNER III BOARD MEMBER 1.00 X 0 0 0 ANDY SASLAWSKY BOARD MEMBER 1.00 X 0 0 0 COLLEEN SCHUETZ BOARD MEMBER 1.00 X 0 0 0 CHARLES SILVERSTEIN BOARD MEMBER 1.00 X 0 0 0 LEE STEIN BOARD MEMBER 1.00 X 0 0 0 LAURA TANENBAUM BOARD MEMBER 1.00 X 0 0 0 PARKER TROTZ BOARD MEMBER 1.00 X 0 0 0 STEVE WISHNIA BOARD MEMBER 1.00 X 0 0 0 BOBBY G MEADOWS III EXECUTIVE DIRECTOR 50.00 X 363565 0 101783 PEYTON K DODSON CFO 50.00 X 209736 0 10798 ANNIE J SMITH DIRECTOR OF NURSING 50.00 X 199266 0 7003 JACQUELINE HINES NURSING SUPERVISOR 50.00 X 154249 0 193 JUANIECE D AVERY NURSING SUPERVISOR 50.00 X 141560 0 16708 JENAE JORDAN UNIT MANAGER 50.00 X 112154 0 35198 NANATTE JEFFERSON NURSING SUPERVISOR 50.00 X 110378 0 15759 STEPHANIE WILLIFORD ADMISSIONS DIRECTOR 50.00 X 106883 0 15561 1397791 0 203003 8 0 1 0 BROAD RIVER REHAB 1 POND STREET ARDEN NC 28704 PHYSICAL, OCCUPATIONAL, & SPEECH THERAPY 1931974 SHIFTKEY LLC PO BOX 735913 DALLAS TX 75373 STAFFING AGENCY SERVICES 1754436 CS3 8634 LADURL DRIVE BARTLETT TN 38133 INSTALLATION SERVICES 776527 FLEMING ASSOCIATES ARCHITECTS PC 5101 WHEELIS DRIVE 215 MEMPHIS TN 38117 ARCHITECTURAL DESIGN SERVICES 595354 GRINDER TABER AND GRINDER INC 1919 LYNNFIELD ROAD MEMPHIS TN 38119 CONSTRUCTION SERVICES 559759 12 141592 754051 1593565 2489208 PATIENT SERVICE REVENUE 623000 18857888 18857888 18857888 912430 912430 10000 15258 -5258 -5258 -5258 25645038 25153097 491941 491941 491941 50595 141592 50595 0 DIETARY - CATERING 900099 342519 342519 OTHER INCOME 900099 148780 148780 TELEPHONE REVENUE 900099 6800 6800 13515 13515 511614 23257823 19021725 342519 1404371 X 1046593 861681 184912 9024819 7418754 1606065 4228 3523 705 1270337 1058481 211856 729519 607856 121663 36057 36057 49000 49000 140324 140324 5264639 5065989 198650 37565 37565 204790 23064 181726 172684 172684 573275 515948 57327 15435 1747 13688 1092537 983283 109254 284285 255857 28428 MEDICAL AND DIETARY SUP 2103544 2103544 MAINTENANCE 1066413 1066413 OTHER EXPENSES 464448 72670 391778 EMPLOYEE EXPENSES 177684 177684 157502 54466 103036 23915678 19026863 4888815 0 147342 707183 1415591 864595 6270276 2168332 174193 174656 44921 286314 43878576 21934575 18526985 21944001 34900603 38410605 149885 129408 61629796 64685094 1706667 2121981 106322 191866 30655 32714 1843644 2346561 X 52502031 57519462 7284121 4819071 59786152 62338533 61629796 64685094 -657855 3210236 0 X 0 1 X 0 0 X 2311364 2552109 6666102 1149013 2489208 15167796 19161839 16628390 16990292 17767989 18857888 89406398 21473203 19180499 23656394 18917002 21347096 104574194 149985 144371 77117 75977 94727 542177 0 149985 144371 77117 75977 94727 542177 104032017 699088 606756 613709 732810 912430 3564793 699088 606756 613709 732810 912430 3564793 164882 82913 280011 347059 347027 1221892 59143 30261 21861 3714413 169095 3994773 22396316 19900429 24571975 23711284 22775648 113355652 0.91770 0.91950 0.03140 0.03010 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 27548242 4087848 1347348 30288742 33732911 -4834417 1350252 27548242 31182514 75608 3820784 1345995 33732911 28650880 384293 3416194 1268853 31182514 25418768 58879 4450165 1276932 28650880 0 0 1362613 1362613 28732151 14425265 14306886 1492804 1034520 458284 9716319 6474790 3241529 2574689 2574689 21944001 RESIDENT TRUST FUNDS 32714 32714 X 26393587 3210235 65853 3276088 23117499 140324 140324 23257823 23841207 65853 65853 23775354 140324 140324 23915678 PART V, LINE 4: THE HOME'S ENDOWMENT FUND CONSISTS OF VARIOUS FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES, INCLUDING BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD OF DIRECTORS TO FUNCTION AS ENDOWMENTS. AS REQUIRED BY GAAP, NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS, INCLUDING FUNDS DESIGNATED BY THE BOARD OF DIRECTORS TO FUNCTION AS ENDOWMENTS, ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. FUNDS DESIGNATED BY THE BOARD OF DIRECTORS TO FUNCTION AS ENDOWMENTS ARE CLASSIFIED AS UNRESTRICTED NET ASSETS AND THE RELATED INVESTMENT INCOME IS USED TO FUND THE OPERATING AND CAPITAL NEEDS OF THE HOME. PART X, LINE 2: AS AN ORGANIZATION EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, THE HOME'S FINANCIAL STATEMENTS DO NOT REFLECT A PROVISION OR LIABILITY FOR FEDERAL OR STATE INCOME TAXES. THE HOME HAS DETERMINED THAT IT DOES NOT HAVE ANY MATERIAL UNRECOGNIZED TAX POSITIONS AT DECEMBER 31, 2023, 2022, 2021, 2020, 2019 AND 2018. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 50,595. RENTAL EXPENSES 15,258. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 50,595. RENTAL EXPENSES 15,258. GOLF TOURNAMENT 192187 141592 50595 50595 192187 141592 50595 50595 50595 0 X X X X 0 0 0 0 0 0 0 0 0 BOBBY G MEADOWS III EXECUTIVE DIRECTOR 302341 0 60184 0 1040 0 62134 0 39649 0 465348 0 0 0 PEYTON K DODSON CFO 183896 0 25000 0 840 0 0 0 10798 0 220534 0 0 0 ANNIE J SMITH DIRECTOR OF NURSING 191726 0 6500 0 1040 0 4909 0 2094 0 206269 0 0 0 JUANIECE D AVERY NURSING SUPERVISOR 141560 0 0 0 0 0 3687 0 13021 0 158268 0 0 0 JACQUELINE HINES NURSING SUPERVISOR 153836 0 413 0 0 0 0 0 193 0 154442 0 0 0 STEVE WISHNIA BOARD MEMBER 135024 0 GINGER GRUBER OFFICER 8932 0 SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: (A) NAME OF PERSON: STEVE WISHNIA(B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION:BOARD MEMBER/INVESTMENT ADVISOR(C) AMOUNT OF TRANSACTION $135,024(D) DESCRIPTION OF TRANSACTION: ADVISORY FEES WERE PAID TO THE COMPANYWHERE BOARD MEMBER IS AN EMPLOYEE/OFFICER.(E) SHARING OF ORGANIZATION REVENUES? = NO SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: (A) NAME OF PERSON: GINGER GRUBER(B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION:OFFICER(C) AMOUNT OF TRANSACTION $8,932(D) DESCRIPTION OF TRANSACTION: ADVISORY FEES WERE PAID TO THE COMPANYWHERE BOARD MEMBER IS AN EMPLOYEE/OFFICER.(E) SHARING OF ORGANIZATION REVENUES? = NO FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: TO PROVIDE SKILLED NURSING AND REHABILITATION SERVICES FOR BOTH LONG-TERM CARE AND SHORT-TERM REHAB PATIENTS. FORM 990, PART VI, SECTION A, LINE 2 BOARD MEMBERS MAURICE AND JACOB BURING ARE FATHER AND SON. BOARD MEMBER GREGG LANDAU IS THE SON OF A FORMER BOARD MEMBER, NAT LANDAU. BOARD MEMBER SCOTT NOTOWICH IS THE NEPHEW OF A FORMER BOARD MEMBER, ALVIN NOTOWICH. ALVIN IS A PAST PRESIDENT AND AS SUCH IS A NON-VOTING MEMBER OF THE BOARD OF DIRECTORS. BOARD MEMBERS GERI AND MITCHELL LANSKY ARE COUSINS BY MARRIAGE. FORM 990, PART VI, SECTION B, LINE 11B THE COMPLETE FORM 990 IS PREPARED BY THE HOME'S TAX SERVICE PROVIDER, REVIEWED BY THE HOME'S CHIEF FINANCIAL OFFICER AND EXECUTIVE DIRECTOR PRIOR TO FILING, AND COPIES ARE MADE AVAILABLE TO ALL MEMBERS OF THE BOARD OF DIRECTORS AFTER THE RETURN IS FILED. FORM 990, PART VI, SECTION B, LINE 12 DIRECTORS SIGN A CONFLICT OF INTEREST STATEMENT ANNUALLY FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION FOR THE EXECUTIVE DIRECTOR AND OTHER KEY EMPLOYEES IS BASED ON THE AMERICAN JEWISH AGING SERVICES OF NORTH AMERICA'S SENIOR EXECUTIVE COMPENSATION AND BENEFIT SURVEY. COMPENSATION INCREASES, OTHER THAN ANNUAL WAGE INCREASES GIVEN TO ALL EMPLOYEES, ARE APPROVED BY A COMMITTEE OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 4,394,267. MANAGEMENT AND GENERAL EXPENSES 77,453. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,471,720. NURSING HOME FEES: PROGRAM SERVICE EXPENSES 671,722. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 671,722. OTHER FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 121,197. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 121,197. FORM 990 AMENDED RETURN EXPLANATION STATEMENT: THE MEMPHIS JEWISH HOME RETURN IS BEING AMENDED TO APPROPRIATELY REPORT CHANGES TO THE AUDITED FINANCIALS MADE AFTER THE 2023 TAX RETURN WAS FILED. THE CHANGES RESULTED IN A NET INCREASE TO INCOME BY A TOTAL OF $129,784 DUE TO A DECREASE IN GOVERNMENT GRANT REVENUE OF $143,289, A INCREASE TO ALL OTHER CONTRIBUTIONS OF $10,000, A DECREASE TO PROGRAM SERVICE REVENUE OF $151,471, A INCREASE TO OTHER INCOME REVENUE OF $143,289, A DECREASE TO MAINTENANCE EXPENSES OF $117,193 AND A DECREASE TO OTHER EXPENSES OF $154,062. LIKEWISE, TOTAL ASSETS INCREASED BY $129,784 AND TOTAL NET ASSETS INCREASED BY $129,784. NO CHANGES WERE MADE TO THE INCOME OR EXPENSES ALLOCABLE TO UNRELATED BUSINESS TAXABLE INCOME. A SUMMARY OF THE CHANGES IS AS FOLLOWS: 1) FORM 990 PART I CHANGES = $141,471 DECREASE TO TOTAL REVENUE, $271,255 DECREASE TO TOTAL EXPENSES, AND $129,784 INCREASE TO TOTAL ASSETS. 2) PART VIII CHANGES = $143,289 DECREASE IN GOVERNMENT GRANT REVENUE, $10,000 INCREASE TO ALL OTHER CONTRIBUTIONS, A DECREASE TO PROGRAM SERVICE REVENUE OF $151,471, AND $143,289 INCREASE TO INCOME REVENUE. 3) PART IX CHANGES = $117,193 DECREASE TO MAINTENANCE EXPENSES, AND $154,062 DECREASE TO OTHER EXPENSES BOTH UNDER THE MANAGEMENT AND GENERAL EXPENSES CATEGORY. 4) PART X CHANGES = $10,000 INCREASE TO PLEDGES AND GRANTS RECEIVABLE, $119,784 INCREASE TO LAND, BUILDINGS, AND EQUIPMENT, $3,580,869 INCREASE TO NET ASSETS WITHOUT DONOR RESTRICTIONS, AND $3,451,085 DECREASE TO NET ASSETS WITH DONOR RESTRICTIONS. 5) SCH. A PART III=$133,289 DECREASE IN GIFTS, GRANTS, CONTRIBUTIONS, AND MEMBERSHIP FEES RECEIVED, $151,471 DECREASE TO PROGRAM SERVICE REVENUE, AND $143,289 INCREASE TO OTHER INCOME REVENUE. 6) SCH. D PART VI = $119,784 INCREASE TO OTHER. 7) SCH D PART XI = $141,471 INCREASE TO REVENUE. 8) SCH D PART XII = $271,255 DECREASE TO EXPENSES.