2023-11-03T15:03:36-05:00 2022-12-31 593070669 MSL PA 255 S ORANGE AVENUE SUITE 600 ORLANDO FL 32801 990 2022-01-01 590624438 RIVER GARDEN HEBREW HOME FOR THE AGED INC RIVE 9042601818 11401 OLD ST AUGUSTINE ROAD JACKSONVILLE FL 32258 BETTY SORNA CHIEF FINANCIAL OFFICER 9042601818 2023-11-03 1 BETTY SORNA 999009999 0 HARRY E HARP CPA P00176471 4077405400 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z MAURI MIZRAHI 11401 OLD ST AUGUSTINE ROAD JACKSONVILLE FL 32258 28944160 0 X WWW.RIVERGARDEN.ORG X 1969 FL OPERATION OF A 180-BED SKILLED NURSING FACILITY TO MEET GERIATRIC CARE NEEDS OF THE COMMUNITY. 36 36 401 0 0 0 3805591 3945554 18337030 21308555 375492 3690051 0 0 22518113 28944160 0 0 0 0 11839106 14464678 0 0 215790 11214479 13022895 23053585 27487573 -535472 1456587 35569519 24549561 10551272 8801086 25018247 15748475 TO PROVIDE PROGRAMS AND FACILITIES TO MEET THE GERIATRIC CARE, RESIDENTIAL AND PROGRAMMATIC NEEDS OF THE JEWISH COMMUNITY AND THE SPECIALIZED GERIATRIC CARE NEEDS OF THE COMMUNITY AT LARGE, THROUGH THE OPERATION OF A SKILLED NURSING FACILITY. 0 0 24574828 21308555 THE ORGANIZATION PROVIDES RESIDENTIAL GERIATRIC CARE NEEDS TO THE JEWISH COMMUNITY THROUGH THE OPERATION OF A 180-BED SKILLED NURSING FACILITY. IT ALSO PROVIDES GERIATRIC REHABILITATION AND SKILLED NURSING SERVICES TO THE REST OF THE COMMUNITY. DURING THE CURRENT YEAR, THERE WERE 51,826 PATIENT DAYS 24574828 1 1 0 0 0 0 0 0 1 0 1 1 0 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 28 0 1 401 1 0 0 0 0 0 0 0 0 0 0 0 0 X 36 36 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 FL X BETTY SORNA 9042601818 11401 OLD ST AUGUSTINE ROAD JACKSONVILLE FL 32258 DR LAWRENCE GOLDBERG PRESIDENT 1.00 1.00 X X 0 0 0 RANDY KAMMER VP, CHAIR OF ADMISSIONS 1.00 2.00 X X 0 0 0 DEBBY KAYE VP, CO-CHAIR OF ADMISSIONS 1.00 X X 0 0 0 BRUCE HOROVITZ VP, CO-CHAIR OF ADMISSIONS 1.00 X X 0 0 0 MORRIE OSTERER VP, CHAIR OF HOUSE 1.00 X X 0 0 0 RACHELLE GOTTLIEB SECRETARY 1.00 1.00 X X 0 0 0 CINDY DEMRI TREASURER 1.00 1.00 X X 0 0 0 GAYLE BAILYS TRUSTEE 1.00 X 0 0 0 COLMAN BRODSKY TRUSTEE 1.00 1.00 X 0 0 0 SUSAN COHEN TRUSTEE 1.00 2.00 X 0 0 0 JEFF EDWARDS TRUSTEE 1.00 1.00 X 0 0 0 GLORIA A EINSTEIN TRUSTEE 1.00 1.00 X 0 0 0 DR RON ELINOFF TRUSTEE 1.00 1.00 X 0 0 0 JANIS FLEET TRUSTEE 1.00 1.00 X 0 0 0 JUDY PAUL TRUSTEE 1.00 1.00 X 0 0 0 EDWARD GRENADIER TRUSTEE 1.00 1.00 X 0 0 0 MICHAEL HOWARD TRUSTEE 1.00 X 0 0 0 CHARLIE JOSEPH TRUSTEE 1.00 X 0 0 0 MICHAEL LISSNER TRUSTEE 1.00 2.00 X 0 0 0 MICHAEL PAUL TRUSTEE 1.00 X 0 0 0 HERMAN PAUL TRUSTEE 1.00 1.00 X 0 0 0 MARSHA POLLOCK TRUSTEE 1.00 2.00 X 0 0 0 MICHAEL PRICE TRUSTEE 1.00 3.00 X 0 0 0 NANCY ROTHSTEIN TRUSTEE 1.00 1.00 X 0 0 0 HON HARVEY SCHLESINGER TRUSTEE 1.00 2.00 X 0 0 0 LOIS SCHLESINGER TRUSTEE 1.00 2.00 X 0 0 0 BARBARA SCHNEIDER TRUSTEE 1.00 X 0 0 0 SHARI SHUMAN TRUSTEE 1.00 1.00 X 0 0 0 FRED TROMBERG TRUSTEE 1.00 1.00 X 0 0 0 SANDY ZIMMERMAN TRUSTEE 1.00 2.00 X 0 0 0 BETH SHORSTEIN TRUSTEE 1.00 X 0 0 0 VICKI KENNEDY TRUSTEE 1.00 X 0 0 0 ADAM MARMELSTEIN TRUSTEE 1.00 X 0 0 0 FAYE MIZRAHI TRUSTEE 1.00 X 0 0 0 MARK PENSON TRUSTEE 1.00 X 0 0 0 NATHAN GOLDMAN TRUSTEE 1.00 X 0 0 0 MAURI MIZRAHI CHIEF EXECUTIVE OFFICER 20.00 24.00 X 0 341342 11974 BETTY SORNA CHIEF FINANCIAL OFFICER 20.00 24.00 X 0 256713 32238 BERNADETH V PALOMPO DIRECTOR OF NURSING 40.00 X 194310 0 23297 KELLI KEELY DIRECTOR OF HUMAN SERVICES 40.00 X 116678 0 3643 DORA AGRAVIADOR LPN 40.00 X 115223 0 8961 SHEILA TRINIDAD RN SUPERVISOR 40.00 X 104846 0 9263 REGINA POMPI DIRECTOR OF ACCOUNTING 40.00 X 101286 0 7163 MARTIN GOETZ FORMER CEO 4.00 40.00 X 0 105749 13815 632343 703804 110354 5 1 1 0 SELECT REHABILIATION PO BOX 71985 CHICAGO IL 60694 THERAPY SERVICES 1796956 AHCA 2727 MAHAN DR MS 14 TALLAHASSEE FL 32308 QUALITY ASSESSMENT FEE 1092180 SYSCO 1501 LEWIS INDUSTRIAL DRIVE JACKSONVILLE FL 32254 FOOD SERVICES 590570 ARBOR STAFFING PO BOX 354526 PALM COAST FL 32135 STAFFING SERVICES 575358 PARNER'S PHARMACY PO BOX 825561 PHILADELPHIA PA 19182 PHARMACY SERVICES 535162 9 166752 652159 2742464 384179 3945554 SKILLED NURSING SERVICES 623000 20588510 20588510 OTHER PATIENT REVENUE 623000 326289 326289 HOME HEALTH SERVICES 623000 238886 238886 MANAGEMENT FEES 551112 154870 154870 21308555 197443 197443 3492608 0 3492608 3492608 3492608 28944160 21308555 0 3690051 X 217607 163205 54402 12093049 11151916 906200 34933 264973 243545 20676 752 977188 898165 76250 2773 911861 838120 71153 2588 1183888 705389 328294 150205 141269 141269 41672 41672 4707478 4313517 389107 4854 353430 341900 11530 125003 32773 90083 2147 838363 770328 68035 41568 2162 37729 1677 425 176 249 140419 135809 4610 1072784 1037562 35222 472999 457469 15530 SUPPLIES AND EQUIPMENT 2860411 2814636 41444 4331 QUALITY ASSESSMENT FEE 1007256 1007256 EMPLOYEE EXPENSES 35930 2800 33130 27487573 24574828 2696955 215790 2177050 488423 1177301 4891213 356210 269514 25659899 15624984 10823492 10034915 17464890 5978314 53999 53999 3516577 2833183 35569519 24549561 3610769 3577315 136939 230093 4726666 4369617 16198 7492 2060700 616569 10551272 8801086 X 21448157 12870415 3570090 2878060 25018247 15748475 35569519 24549561 X 1456587 -6530210 -4196149 X X 0 1 X 1 0 X 1730561 1383922 2910546 3805591 3945554 13776174 22626751 23192616 19423445 18337030 21308555 104888397 24357312 24576538 22333991 22142621 25254109 118664571 0 0 0 118664571 262787 235735 61420 62048 197443 819433 262787 235735 61420 62048 197443 819433 866223 808655 1674878 25486322 25620928 22395411 22204669 25451552 121158882 0.97940 0.97250 0.00680 0.00700 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 20200157 12343737 7856420 5435842 3281247 2154595 23900 23900 10034915 INVESTMENTS 100000 F ASSETS LIMITED AS TO USE 5878314 F 5978314 SECTION 457 PLAN ASSETS 99183 INTEREST IN NET ASSETS OF RIVER GARDEN FOUNDATION 2734000 2833183 DUE TO AFFILIATES 516776 SECTION 457 PLAN LIABILITY 99793 616569 X 18176129 -6530210 -4196149 -10726359 28902488 41672 41672 28944160 27445901 0 27445901 41672 41672 27487573 PART IV, LINE 2B: THE ORGANIZATION OFFERS A CASH MANAGEMENT SERVICE TO CERTAIN SKILLED NURSING RESIDENTS. THESE FUNDS REMAIN THE SOLE PROPERTY OF EACH RESPECTIVE RESIDENT, TO BE DISBURSED ONLY AS REQUESTED. PART X, LINE 2: RIVER GARDEN HEBREW HOME FOR THE AGED, INC. FILES CONSOLIDATED FINANCIAL STATEMENTS WITH ITS AFFILIATES. THE CONSOLIDATED FINANCIAL STATEMENTS CONTAIN THE FOLLOWING FOOTNOTE: THE ORGANIZATION HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, INCOME EARNED IN FURTHERANCE OF THE ORGANIZATION'S TAX-EXEMPT PURPOSE IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES AND, THEREFORE, THESE FINANCIAL STATEMENTS INCLUDE NO PROVISION OR LIABILITY FOR INCOME TAXES. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN INTEREST IN NET ASSETS OF RIVER GARDEN FOUNDATION -683,394. NET ASSETS TRANSFER TO/FROM AFFILIATE -3,512,755. 0 0 0 0 0 0 0 0 0 MAURI MIZRAHI CHIEF EXECUTIVE OFFICER 0 341342 0 0 0 0 0 11974 0 0 0 353316 0 0 BETTY SORNA CHIEF FINANCIAL OFFICER 0 256713 0 0 0 0 0 9938 0 22300 0 288951 0 0 BERNADETH V PALOMPO DIRECTOR OF NURSING 194310 0 0 0 0 0 4274 0 19023 0 217607 0 0 0 MARTIN GOETZ FORMER CEO 0 105749 0 0 0 0 0 6174 0 7641 0 119564 0 0 PART I, LINE 3 RIVER GARDEN HEBREW HOME FOR THE AGED, INC'S OFFICERS ARE EMPLOYED BY RIVER GARDEN HOLDING COMPANY, INC. ("HOLDING COMPANY"), A RELATED 501(C)(3) ORGANIZATION. HOLDING COMPANY USES THE FOLLOWING TO ESTABLISH COMPENSATION FOR RIVER GARDEN HEBREW HOME FOR THE AGED, INC'S CHIEF EXECUTIVE OFFICER: - COMPENSATION COMMITTEE - WRITTEN EMPLOYMENT CONTRACT - COMPENSATION SURVEY OR STUDY - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. A JACKSONVILLE HEALTH FACILITIES AUTHORITY 592263061 469402FG1 2010-09-15 10600000 SEE SUPPLEMENTAL INFORMATION. 0 0 0 A 6171336 10600000 152379 7258219 3189402 2012 1 0 1 1 A 0 0 0 0 0 0 0 A 0 0 0 1 1 0 0 0 0 A 1 DATE REBATE COMPUTATION PERFORMED ISSUER NAME: JACKSONVILLE HEALTH FACILITIES AUTHORITY DATE THE REBATE COMPUTATION WAS PERFORMED: 09/15/2020 FORM 990, SCHEDULE K, PART I, A(F) PURPOSE OF BOND ISSUANCE (SERIES 2010B): IN SEPTEMBER 2010, THE HOME ISSUED $10,600,000 OF TAX-EXEMPT HEALTH FACILITIES REVENUE BONDS, SERIES 2010B (THE "2010B BONDS"), THROUGH THE JACKSONVILLE HEALTH FACILITIES AUTHORITY (THE "AUTHORITY") TO CONSTRUCT A NEW 10,000 SQUARE FOOT FACILITY TO EXPAND THE THERAPY DEPARTMENT, ADULT DAYCARE PROGRAM, AND HOME AND COMMUNITY-BASED SERVICES; RENOVATE THE EXISTING FACILITY; REFUND THE OUTSTANDING PRINCIPAL BALANCE ON THE PREVIOUSLY ISSUED BONDS; AND TO PAY RELATED COSTS OF ISSUANCE. FORM 990, PART VI, SECTION A, LINE 2 HERMAN PAUL, JUDITH PAUL, AND MICHAEL PAUL HAVE A FAMILY RELATIONSHIP. HON. HARVEY SCHLESINGER AND LOIS SCHLESINGER HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER OF THE ORGANIZATION IS RIVER GARDEN HOLDING COMPANY, INC., A RELATED TAX-EXEMPT ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A THE SOLE MEMBER, RIVER GARDEN HOLDING COMPANY, INC., ELECTS THE TRUSTEES AND AT ANY TIME IN ITS SOLE DISCRETION, REMOVE AND NAME A REPLACEMENT FOR ANY TRUSTEE. FORM 990, PART VI, SECTION A, LINE 7B THE NUMBER OF TRUSTEES SHALL BE DETERMINED BY THE SOLE MEMBER. ANY VACANCY OCCURRING IN THE BOARD MAY BE FILLED BY A MAJORITY VOTE OF THE REMAINING TRUSTEES WITH THE APPROVAL OF THE SOLE MEMBER. FORM 990, PART VI, SECTION B, LINE 11B THE CHIEF FINANCIAL OFFICER AND THE BOARD REVIEW THE FORM 990. A COPY OF THE RETURN IS AVAILABLE TO THE ORGANIZATION'S GOVERNING BODY BEFORE IT IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS SERVE THREE YEAR TERMS AND SIGN A CONFLICT OF INTEREST STATEMENT DURING THEIR TERM. MANAGEMENT DISCLOSES ANY FINANCIAL ACTIVITY INVOLVING BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 15 THE OFFICERS OF RIVER GARDEN HEBREW HOME FOR THE AGED, INC. ARE COMPENSATED BY RIVER GARDEN HOLDING COMPANY, INC., A RELATED 501(C)(3) ORGANIZATION. COMPENSATION AND BENEFITS FOR THE CHIEF EXECUTIVE OFFICER WERE DEVELOPED BY A COMPENSATION COMMITTEE OF RIVER GARDEN HOLDING COMPANY, INC. AND APPROVED BY THE FULL BOARD. THE COMMITTEE USED COMPARABLE DATA FROM SALARY INFORMATION FROM AMERICAN ASSOCIATION OF HOMES AND SERVICES FOR THE AGING, ASSOCIATION OF JEWISH AGING SERVICES AND SURVEYS OF ORGANIZATIONS SIMILAR TO RIVER GARDEN. THE CEO USES SIMILAR DATA TO DETERMINATE THE SALARY AND BENEFIT PACKAGE FOR OTHER OFFICERS AND KEY EMPLOYEES, WITH THE APPROVAL OF THE PRESIDENT OF THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES IT GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTING FEES: PROGRAM SERVICE EXPENSES 2,708,480. MANAGEMENT AND GENERAL EXPENSES 188,449. FUNDRAISING EXPENSES 4,854. TOTAL EXPENSES 2,901,783. AGENCY STAFFING FEES: PROGRAM SERVICE EXPENSES 1,220,127. MANAGEMENT AND GENERAL EXPENSES 15,157. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,235,284. CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 384,910. MANAGEMENT AND GENERAL EXPENSES 185,501. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 570,411. FORM 990, PART XI, LINE 9: CHANGE IN INTEREST IN NET ASSETS OF RIVER GARDEN FOUNDATION -683,394. NET ASSETS TRANSFER TO/FROM AFFILIATE -3,512,755. FORM 990, PART XII, LINE 2C THE ORGANIZATION'S AUDIT COMMITTEE IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT OF THE ORGANIZATION'S FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THERE WAS NO CHANGE IN THIS PROCESS FROM THE PRIOR YEAR. RIVER GARDEN HOLDING COMPANY INC 11401 OLD ST AUGUSTINE ROAD JACKSONVILLE FL 32258 592487781 OVERSEES OPERATIONS OF TAX-EXEMPT SUBSIDIARIES FL 501(C)(3) LINE 12A, I N/A 0 RIVER GARDEN GERIATRIC TRAINING CENTER INC 11401 OLD ST AUGUSTINE ROAD JACKSONVILLE FL 32258 593399599 OPERATES A POST-SECONDARY SCHOOL FOR THE TRAINING OF CERT. NURSING ASSISTANT FL 501(C)(3) LINE 2 RIVER GARDEN HOLDING COMPANY INC 0 RIVER GARDEN FOUNDATION INC 11401 OLD ST AUGUSTINE ROAD JACKSONVILLE FL 32258 593100673 RAISES FUNDS FOR TAX-EXEMPT AFFILIATES FOR PROGRAMS AND FACILITIES. FL 501(C)(3) LINE 12B, II RIVER GARDEN HOLDING COMPANY INC 0 THE COVES AT RIVER GARDEN 11401 OLD ST AUGUSTINE ROAD JACKSONVILLE FL 32258 464357165 OPERATES AN 80-UNIT INDEPENDENT LIVING SENIOR HOUSING FACILITY. FL 501(C)(3) LINE 10 RIVER GARDEN HOLDING COMPANY INC 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 1 1 1 0 0