2023-02-15T14:43:52-06:00 2022-06-30 591753337 KERKERING BARBERIO & CO PO BOX 49348 SARASOTA FL 342306348 990 2021-07-01 650091025 SARASOTA-MANATEE JEWISH HOUSING COUNCIL INC SARA 9413770781 1951 HONORE AVENUE SARASOTA FL 34235 JAY SOLOMON PRESIDENT/CEO 9413654617 2023-02-01 1 JAY SOLOMON 999009999 REBECCA U STONER P00585910 9413654617 3 AAL1 IAL1 2021 2023-03-07 01:45:13Z AVIVA - A CAMPUS FOR SENIOR LIFE JAY SOLOMON 1951 HONORE AVENUE SARASOTA FL 34235 18756310 0 X WWW.AVIVASENIORLIFE.ORG X 1988 FL THE ORGANIZATION FOSTERS AND PROMOTES DEVELOPMENT OF HOUSING AND RELATED SERVICES TO MEET THE NEEDS OF SENIOR ADULTS. 17 17 289 18 0 0 1423941 1221003 16373289 17442123 1324 1498 40777 29024 17839331 18693648 0 0 0 0 8134034 7816435 0 0 148521 10117690 11800956 18251724 19617391 -412393 -923743 26592883 25733958 36995128 37127701 -10402245 -11393743 THE ORGANIZATION FOSTERS AND PROMOTES DEVELOPMENT OF HOUSING AND RELATED SERVICES TO MEET THE NEEDS OF SENIOR ADULTS. 0 0 13732150 0 17460159 THE ORGANIZATION OPERATES KOBERNICK HOUSE, AN INDEPENDENT LIVING RETIREMENT COMMUNITY WHICH CONSISTS OF 190 RENTAL APARTMENT UNITS FOR THE ELDERLY, ANCHIN PAVILION WHICH CONSISTS OF A 70-BED ASSISTED LIVING & MEMORY CARE FACILITY, AND BENDERSON FAMILY SKILLED NURSING AND REHABILITATION WHICH CONSISTS OF 45 SKILLED NURSING BEDS. THE CAMPUS HAS COMMON AREAS OF DINING AND ACTIVITIES AREAS. ANCHIN PAVILION IS AVAILABLE TO RESIDENTS TRANSFERRING FROM KOBERNICK HOUSE BECAUSE OF THEIR NEED FOR A HIGHER LEVEL OF CARE, AS WELL AS RESIDENTS FROM THE GENERAL COMMUNITY. BENDERSON IS AVAILABLE TO RESIDENTS FROM KOBERNICK AND ANCHIN THAT REQUIRE AN EVEN HIGHER LEVEL OF CARE, AS WELL AS RESIDENTS FROM THE COMMUNITY. 13732150 1 1 0 0 0 0 0 0 1 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 67 0 1 289 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 FL X KERKERING BARBERIO & CO 9413654617 1990 MAIN ST STE 801 SARASOTA FL 34236 ISABEL ANCHIN BECKER TRUSTEE 1.00 X 0 0 0 SHEILA BIRNBAUM TRUSTEE 1.00 X 0 0 0 DEBORAH BRESLOF TRUSTEE 1.00 X 0 0 0 JUDYE GOLDBLATT TRUSTEE 1.00 X 0 0 0 BOB ISRAELOFF TRUSTEE 1.00 X 0 0 0 MARC KANOFF TRUSTEE 1.00 X 0 0 0 JERRY LAZAR TRUSTEE 1.00 X 0 0 0 HENRY MASON TRUSTEE 1.00 X 0 0 0 HAL MUNTER TRUSTEE 1.00 X 0 0 0 RON PALER TRUSTEE 1.00 X 0 0 0 MEL TAUB TRUSTEE 1.00 X 0 0 0 KENNETH STOCK TRUSTEE EMERITUS 1.00 X 0 0 0 NORMAN COHEN IMM. PAST CHAIRMAN 1.00 X 0 0 0 MARC LAZARUS CHAIRMAN 5.00 X X 0 0 0 SETH ROSENBERG VICE CHAIR 5.00 X X 0 0 0 JUDY FOX SECRETARY 5.00 X X 0 0 0 GORDON METSKY TREASURER 5.00 X X 0 0 0 JAY SOLOMON PRESIDENT/CEO 40.00 X 223916 0 33102 MARILYN JEAN KRAMER COO 40.00 X 156463 0 19795 TERESA MARTIN VP HEALTHCARE SERVICES 40.00 X 134810 0 12976 ANN LOGAN CHIEF DEVELOPMENT OFFICER 40.00 X 113676 0 1781 DUSTIN SCHULER DIRECTOR OF NURSING 40.00 X 102525 0 14186 731390 0 81840 5 0 1 0 UNIDINE CORPORATION PO BOX 102289 ATLANTA GA 30368 FOOD SERVICE DEPARTMENT CONTRACT 1841904 MORRISON MANAGEMENT SPECIALISTS INC 400 NORTHRIDGE RD SANDY SPRINGS GA 30350 FOOD SERVICE DEPARTMENT CONTRACT 836191 SELECT REHABILITATION LLC PO BOX 71985 CHICAGO IL 60694 CONTRACT REHABILITATION SVC 589588 ISLAND NURSE STAFFINGISLAND NURSE STAF 333 SOUTH TAMIAMI TRAIL SUITE 201 VENICE FL 34285 AGENCY RNS, LPNS, CNAS 298721 VOIP ADVANTAGE LLC 11612 SWEETFLAG DR LAKEWOOD RANCH FL 34202 PHONE SERVICE, ON CALL MTNCE, IT TECHS 151179 10 284284 212941 723778 1221003 RENTAL INCOME 531110 11069526 11069526 PATIENT SERVICE INCOME 623110 5933277 5933277 GUEST SERVICES INCOME 623990 280783 280783 REFURBISHING FEES 623990 158537 158537 17442123 1498 1498 73650 284284 62662 10988 10988 MISCELLANEOUS 900099 18036 18036 18036 18693648 17460159 0 12486 X 686917 568982 117935 6096820 6096820 90368 90368 440663 440663 501667 501667 44031 44031 150554 150554 3416666 2983075 433591 289671 280893 595 8183 355297 288249 67048 12666 12666 1050002 690590 359412 17364 956 16408 1630346 1630346 1638692 1638692 658720 658720 FOOD & DINING 968348 968348 RESIDENT EXPENSES 891620 470629 399854 21137 REPAIR & MAINTENANCE 477067 225085 251982 WORKERS COMPENSATION 107592 107592 92320 18233 72821 1266 19617391 13732150 5736720 148521 3366617 2097072 1804906 2522547 437467 674959 65523 101566 651462 743504 41536445 26036377 16119227 15500068 4147681 4094242 26592883 25733958 1870202 1943148 1429849 2260848 33538662 32859530 37662 24591 118753 39584 36995128 37127701 X -10711816 -11736559 309571 342816 -10402245 -11393743 26592883 25733958 X -923743 -67755 X X 0 1 X 1 1 1 X 1262153 1467849 2563512 1423941 1221003 7938458 17310457 17689561 17727455 16373289 17515773 86616535 18572610 19157410 20290967 17797230 18736776 94554993 0 0 0 94554993 41546 53080 57761 22094 1498 175979 41546 53080 57761 22094 1498 175979 35944 115277 55113 40777 18036 265147 18650100 19325767 20403841 17860101 18756310 94996119 0.99540 0.99370 0.00190 0.00190 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 9105 4410 10999 2516 0 1593268 1593268 31338523 19489258 11849265 621036 476396 144640 7422226 6070723 1351503 561392 561392 15500068 SPLIT INTEREST AGREEMENTS 239684 DEBT SERVICE RESERVE FUND 2317378 BOND RESERVE FUND (P&I, CAP) 1537180 4094242 AHCA LIABILITY 39584 39584 X 18667104 -67755 -67755 18734859 -41211 -41211 18693648 19658602 41211 41211 19617391 0 19617391 PART IV, LINE 1B: THE ORGANIZATION MAINTAINS TRUST ACCOUNTS ON BEHALF OF THE RESIDENTS OF ANCHIN PAVILION AND BENDERSON. THE ACCOUNTS REMAIN THE PROPERTY OF THE RESIDENTS AND DISBURSEMENTS ARE MADE ONLY WHEN REQUESTED BY THE RESIDENTS. THE ORGANIZATION ONLY SERVES AS A CUSTODIAN BECAUSE OF ITS FIDUCIARY DUTY OF ACCOUNTABILITY FOR THE FUNDS. PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM INCOME TAXES ON INCOME FROM RELATED ACTIVITIES UNDER SECTION 501(C) (3) OF THE U.S. INTERNAL REVENUE CODE AND CORRESPONDING STATE TAX LAW. ACCORDINGLY, NO PROVISION HAS BEEN MADE FOR FEDERAL OR STATE INCOME TAXES. CURRENT ACCOUNTING STANDARDS REQUIRE THE ORGANIZATION TO DISCLOSE THE AMOUNT OF POTENTIAL BENEFIT OR OBLIGATION TO BE REALIZED AS A RESULT OF AN EXAMINATION PERFORMED BY A TAXING AUTHORITY. FOR THE YEARS ENDED JUNE 30, 2022 AND 2021, MANAGEMENT HAS DETERMINED THAT THE ORGANIZATION DOES NOT HAVE ANY TAX POSITIONS THAT RESULT IN ANY UNCERTAINTIES REGARDING THE POSSIBLE IMPACT ON THE ORGANIZATION'S FINANCIAL STATEMENTS. THE UNCERTAIN TAX POSITIONS ARE NOT EXPECTED TO CHANGE IN THE NEXT 12 MONTHS. THE ORGANIZATION RECOGNIZES INTEREST AND PENALTIES RELATED TO THE UNRECOGNIZED TAX BENEFITS IN INTEREST AND INCOME TAXES, RESPECTIVELY. THE ORGANIZATION HAS NO AMOUNTS ACCRUED FOR INTEREST OR PENALTIES AS OF JUNE 30, 2022 AND 2021. THE ORGANIZATION HAS TAX RETURNS OPEN FOR FEDERAL AND STATE PURPOSES FOR YEARS ENDED JUNE 30, 2019 AND AFTER. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN BENEFICIAL INTEREST IN TRUSTS -67,755. PART XI, LINE 4B - OTHER ADJUSTMENTS: MARCH EVENT EXPENSES -41,211. PART XII, LINE 2D - OTHER ADJUSTMENTS: MARCH EVENT EXPENSES 41,211. 8 OVER 80 223032 170132 52900 652 5518 26065 1525 7451 KEEP THE DREAM ALIVE 134902 114152 20750 6396 2195 12860 357934 284284 73650 652 5518 32461 3720 20311 62662 10988 X X X 0 0 0 0 0 0 0 0 0 JAY SOLOMON PRESIDENT/CEO 212857 0 11059 0 0 0 9287 0 23815 0 257018 0 0 0 MARILYN JEAN KRAMER COO 154963 0 1500 0 0 0 6529 0 13266 0 176258 0 0 0 A CAPITAL TRUST AGENCY 593591394 14054TAJ1 2017-12-28 36159100 REFUND ALL SAR CO HLTH FAC AUTH HLTH CARE FACILITIES REV BOND SERIES 2017 0 0 0 A 670000 36159100 2317000 723182 33119168 2017 1 0 1 1 A 0 0 0 0 0 0 1 A 0 1 0 0 0 0 0 0 1 A 1 FORM 990, PART I, LINE 6 VOLUNTEERS VOLUNTEERS MEET NEW FRIENDS AND MAKE POSITIVE DIFFERENCES IN THE LIVES OF THE ORGANIZATION'S RESIDENTS, THEIR FAMILIES, STAFF AND FELLOW VOLUNTEERS. THEY DO THIS THROUGH RESIDENT SUPPORT AS A COMPASSIONATE COMPANION, GARDENING IN THE MEMORY GARDEN, VOLUNTEERING AS A SHABBAT SERVICE HELPER, AS AN ACTIVITIES ASSISTANT, AS A GREETER, OR AS A SPECIAL EVENT VOLUNTEER. FORM 990, PART VI, SECTION A, LINE 1A THERE SHALL BE AN EXECUTIVE COMMITTEE CONSISTING OF THE ELECTED OFFICERS, THE IMMEDIATE PAST PRESIDENT OF THE BOARD OF TRUSTEES, THE CHAIR OF THE FINANCE COMMITTEE AND THE CHAIR OF THE NOMINATING COMMITTEE. THE EXECUTIVE COMMITTEE MAY OPERATE AS A SUBSTITUTE FOR THE BOARD AS MAY BE NEEDED AND AS AUTHORIZED BY THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS FIRST REVIEWED BY THE CFO, THEN REVIEWED AND APPROVED BY THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS AND FINALLY REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS BEFORE IT IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S BOARD MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT-OF-INTEREST POLICY ANNUALLY. THERE WERE NO CONFLICTS REPORTED DURING THE CURRENT YEAR. HOWEVER, IN THE EVENT A CONFLICT IS REPORTED, A REVIEW WOULD BE PERFORMED BY THE BOARD. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE DETERMINES THE COMPENSATION AND BENEFITS OF THE CHIEF EXECUTIVE OFFICER AFTER UTILIZING COMPARABILITY SURVEYS AS WELL AS A THROUGH REVIEW OF THE CHIEF EXECUTIVE OFFICER'S PREVIOUSLY ESTABLISHED ANNUAL PERFORMANCE OBJECTIVES. THE EXECUTIVE COMMITTEE IS INDEPENDENT WITH RESPECT TO THE COMPENSATION ARRANGEMENT BEING CONSIDERED. FORM 990, PART VI, SECTION B, LINE 15B THE COMPENSATION OF THE CFO IS REVIEWED AND DETERMINED BY THE CEO USING COMPARABILITY INFORMATION AND IS DOCUMENTED IN THE EMPLOYEE FILE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 2,983,075. MANAGEMENT AND GENERAL EXPENSES 433,591. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,416,666. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST IN TRUSTS -67,755. FORM 990, PART XII, LINE 2C AUDIT REVIEW PROCESS THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS IS RESPONSIBLE FOR THE SELECTION, MONITORING AND EVALUATION OF THE INDEPENDENT AUDIT FIRM AND OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS. AFTER ITS EVALUATION, THE FINANCE COMMITTEE RECOMMENDS THE APPROVAL OF THE INDEPENDENT AUDIT FIRM TO THE BOARD OF DIRECTORS, WHO THEN VOTE TO APPROVE THE RECOMMENDED AUDITORS. THERE WAS NO CHANGE IN THE PROCESS FROM PRIOR YEAR.