2024-10-28T09:21:33-05:00 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 2024-10-25 1 1 CHRISTA JIN YAO PUTMAN P01849782 9017612720 2024-10-25 2023 2024-10-15 13:58:12Z BOBBY G MEADOWS III 36 BAZEBERRY ROAD CORDOVA TN 380187756 48618244 0 X WWW.MEMPHISJEWISHHOME.ORG X 1954 TN SEE SCHEDULE O 31 31 358 30 342519 0 4846016 2622497 17767989 19009359 1672449 1404371 358502 363067 24644956 23399294 0 0 0 0 10488558 12075496 0 0 0 11778512 12111437 22267070 24186933 2377886 -787639 61629796 64555310 1843644 2346561 59786152 62208749 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 897340 1583565 2622497 PATIENT SERVICE REVENUE 623000 19009359 19009359 19009359 912430 912430 10000 15258 -5258 -5258 -5258 25645038 25153097 491941 491941 491941 50595 141592 50595 0 DIETARY - CATERING 900099 342519 342519 TELEPHONE REVENUE 900099 6800 6800 CHILDRENS' CORNER 900099 5916 5916 13090 13090 368325 23399294 19029907 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 2 2 1092537 983283 109254 284285 255857 28428 MEDICAL AND DIETARY SUP 2103544 2103544 MAINTENANCE 1183606 1183606 OTHER EXPENSES 467039 72670 394369 EMPLOYEE EXPENSES 177684 177684 308971 54466 254505 24186933 19026863 5160070 0 147342 707183 1415591 854595 6270276 2168332 174193 174656 44921 286314 43758792 21934575 18526985 21824217 34900603 38410605 149885 129408 61629796 64555310 1706667 2121981 106322 191866 30655 32714 1843644 2346561 X 52502031 53938593 7284121 8270156 59786152 62208749 61629796 64555310 -787639 3210236 0 X 0 1 X 0 0 X 2311364 2552109 6666102 1149013 2622497 15301085 19161839 16628390 16990292 17767989 19009359 89557869 21473203 19180499 23656394 18917002 21631856 104858954 149985 144371 77117 75977 94727 542177 0 149985 144371 77117 75977 94727 542177 104316777 699088 606756 613709 732810 912430 3564793 699088 606756 613709 732810 912430 3564793 164882 82913 280011 347059 347027 1221892 59143 30261 21861 3714413 25806 3851484 22396316 19900429 24571975 23711284 22917119 113497123 0.91910 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 2454905 2454905 21824217 RESIDENT TRUST FUNDS 32714 32714 X 26535058 3210235 65853 3276088 23258970 140324 140324 23399294 24112462 65853 65853 24046609 140324 140324 24186933 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.