2022-11-14T09:50:13-06:00 2021-12-31 621804252 WATKINS UIBERALL PLLC 1661 AARON BRENNER DR STE 300 MEMPHIS TN 38120 990 2021-01-01 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 JEROME C JACQUES CFO 9017580036 2022-08-11 1 JEROME JACQUES 999009999 CHRISTA JIN YAO ROBERTS P01849782 9017612720 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z BOBBY G MEADOWS III 36 BAZEBERRY ROAD CORDOVA TN 380187756 43761575 0 X WWW.MEMPHISJEWISHHOME.ORG X 1954 TN SEE SCHEDULE O 28 28 475 30 276414 0 2552109 6666102 16628390 16990292 1070564 1765062 116471 304006 20367534 25725462 0 0 0 0 12917010 11667634 0 0 0 7549680 8362274 20466690 20029908 -99156 5695554 59590119 65534716 3829249 1825052 55760870 63709664 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 ANDPROFESSIONALISM. 0 0 16331479 16990292 MEMPHIS JEWISH HOME & REHAB PROVIDED 45,853 DAYS OF SKILLED NURSING CARE IN 2021, INCLUDING 16,486 DAYS OF SHORT-TERM REHABILITATION SERVICES, WHICH INCLUDED SKILLED NURSING CARE AND PHYSICAL, OCCUPATIONAL AND SPEECH THERAPY SERVICES, AND 29,367 DAYS OF LONG-TERM SKILLED NURSING CARE. 16331479 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 15 0 1 475 1 0 0 0 0 0 0 0 0 0 0 0 0 X 28 28 1 0 0 0 0 0 0 1 1 0 0 0 1 0 0 1 1 1 1 0 TN X JEROME C JACQUES CHIEF FINANCIAL OFFICER 9017563253 36 BAZEBERRY ROAD CORDOVA TN 380187756 ANDY SASLAWSKY BOARD MEMBER 1.00 X 0 0 0 RAYMOND EVANS BOARD MEMBER 1.00 X 0 0 0 BOB EISEMAN BOARD MEMBER 1.00 X 0 0 0 DEBBIE JACKSON BOARD MEMBER 1.00 X 0 0 0 GERI LANSKY BOARD MEMBER 1.00 X 0 0 0 GINGER GRUBER BOARD MEMBER 1.00 X 0 0 0 GREGG LANDAU BOARD MEMBER 1.00 X 0 0 0 HAL FOGELMAN BOARD MEMBER 1.00 X 0 0 0 HENRY G RUDNER III BOARD MEMBER 1.00 X 0 0 0 LAURA TANENBAUM BOARD MEMBER 1.00 X 0 0 0 MARK HALPERIN BOARD MEMBER 1.00 X 0 0 0 MAURICE BURING BOARD MEMBER 1.00 X 0 0 0 MICHAEL ALPERT BOARD MEMBER 1.00 X 0 0 0 MITCHELL LANSKY BOARD MEMBER 1.00 X 0 0 0 NAT LANDAU BOARD MEMBER 1.00 X 0 0 0 STEVE WISHNIA BOARD MEMBER 1.00 X 0 0 0 SUSAN LABOVITZ BOARD MEMBER 1.00 X 0 0 0 PAGGY GOODMAN BOARD MEMBER 1.00 X 0 0 0 JUDY MOSS BOARD MEMBER 1.00 X 0 0 0 LEE STEIN BOARD MEMBER 1.00 X 0 0 0 BILL WEISS BOARD MEMBER 1.00 X 0 0 0 HOWARD HAYDEN PRESIDENT 1.00 X X 0 0 0 JENNIFER ROBERTS VICE PRESIDENT 1.00 X X 0 0 0 JERI MOSKOVITZ VICE PRESIDENT 1.00 X X 0 0 0 JACOB BURING TREASURER 1.00 X X 0 0 0 JUDY ROYAL SECRETARY 1.00 X X 0 0 0 MINTON MAYER GENERAL COUNSEL 1.00 X X 0 0 0 SCOTT NOTOWICH IMMEDIATE PAST PRESIDENT 1.00 X X 0 0 0 BOBBY G MEADOWS III EXECUTIVE DIRECTOR 50.00 X 336580 0 98600 JEROME C JACQUES CFO 50.00 X 306740 0 19401 ANNIE J SMITH DIRECTOR OF NURSING 50.00 X 194149 0 7413 837469 0 125414 7 0 1 0 FUNCTIONAL PATHWAYS OF TN LLC 10133 SHERRILL BLVS KNOXVILLE TN 37932 PHYSICAL, OCCUPATIONAL, & SPEECH THERAPY 1617656 SHIFTKEY LLC PO BOX 735913 DALLAS TX 75373 STAFFING AGENCY SERVICES 293771 THW DESIGN 2100 RIVER EDGE PARKWAY ATLANTA GA 30328 ARCHITECTUAL DESIGN SERVICES 164165 HIGHLAND CAPITAL MANAGEMENT LLC 850 RIDGE LAKE BLVD STE 205 MEMPHIS TN 38120 INVESTMENT MANAGEMENT SERVICES 128079 4 131127 2743630 3791345 6666102 PATIENT SERVICE REVENUE 623000 16990292 16990292 16990292 613709 613709 9600 3869 5731 5731 5731 19148437 17997084 1151353 1151353 1151353 35160 131127 35160 0 DIETARY - CATERING 900099 276414 276414 TELEPHONE REVENUE 900099 10840 10840 TRANSPORTATION REVENUE 900099 5807 5807 5214 5214 298275 25725462 17017884 276414 1765062 X 962883 802097 160786 8556989 7099532 1457457 59580 50884 8696 1400308 1195923 204385 687874 587474 100400 3161 3161 42452 42452 144175 144175 3060694 2926165 134529 22231 22231 184986 17455 167531 211160 211160 508000 457200 50800 8960 8960 8246 8246 1113786 1002407 111379 300150 270135 30015 MEDICAL AND DIETARY SUP 1835179 1833949 1230 MAINTENANCE 331888 331888 OTHER EXPENSES 243093 14395 228698 EMPLOYEE EXPENSES 163793 163793 180320 73863 106457 20029908 16331479 3698429 0 480923 503523 3201813 3850724 1519610 1949654 214628 193546 121022 70665 37875270 19751427 18597751 18123843 35341152 40728095 113220 114666 59590119 65534716 1317971 1533868 207523 262014 2261691 42064 29170 3829249 1825052 X 48683330 54158966 7077540 9550698 55760870 63709664 59590119 65534716 5695554 2253240 0 X 0 1 X 0 0 X 2072455 5728757 2311364 2552109 6666102 19330787 17703841 18336650 19161839 16628390 16990292 88821012 19776296 24065407 21473203 19180499 23656394 108151799 297816 421924 149985 144371 77117 1091213 0 297816 421924 149985 144371 77117 1091213 107060586 664676 830440 699088 606756 613709 3414669 664676 830440 699088 606756 613709 3414669 216179 218628 164882 82913 280011 962613 43599 48463 59143 30261 21861 203327 20700750 25162938 22396316 19900429 24571975 112732408 0.94970 0.94640 0.03030 0.03280 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 31182514 75608 3820784 1345995 33732911 28650880 384293 3416194 1268853 31182514 25418768 58879 4450165 1276932 28650880 27814271 35000 -1203537 1226966 25418768 25651929 139000 3207252 1183910 27814271 0.87774 0.12226 0.00000 0 0 1362613 1362613 26190622 13032540 13158082 1492804 945087 547717 8420159 5773800 2646359 409072 409072 18123843 RESIDENT TRUST FUNDS 29170 29170 X 27873558 2253242 39029 2292271 25581287 144175 144175 25725462 19924762 39029 39029 19885733 144175 144175 20029908 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, 2021, 2020, 2019 AND 2018. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 35,160. RENTAL EXPENSES 3,869. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 35,160. RENTAL EXPENSES 3,869. GOLF TOURNAMENT 166287 131127 35160 35160 166287 131127 35160 35160 35160 0 X X X X 0 0 0 0 0 0 0 0 0 BOBBY G MEADOWS III EXECUTIVE DIRECTOR 278841 0 56739 0 1000 0 58764 0 39836 0 435180 0 0 0 JEROME C JACQUES CFO 242865 0 62000 0 1875 0 4928 0 14473 0 326141 0 0 0 ANNIE J SMITH DIRECTOR OF NURSING 182149 0 11000 0 1000 0 3668 0 3745 0 201562 0 0 0 STEVE WISHNIA BOARD MEMBER 128079 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 $128,079(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 2,316,884. MANAGEMENT AND GENERAL EXPENSES 51,844. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,368,728. NURSING HOME FEES: PROGRAM SERVICE EXPENSES 609,281. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 609,281. OTHER FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 82,685. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 82,685.