2019-11-14T11:51:42-06:00 2018-12-31 593070669 MOORE STEPHENS LOVELACE PA 255 S ORANGE AVENUE SUITE 600 ORLANDO FL 32801 990 2018-01-01 590624438 RIVER GARDEN HEBREW HOME FOR THE AGED INC RIVE 9042601818 11401 OLD ST AUGUSTINE ROAD JACKSONVILLE FL 32258 MARTIN GOETZ CHIEF EXECUTIVE OFFICER 9042601818 2019-11-14 1 NORMAN B NEAL CPA P00071411 4077405400 104.178.77.115 2019-11-14 11:40:59 ES P AA06F16595B971911646E1ABD4EF9FD1205D715B 7FC0E18F63597829422D687723989F114BEB8769 2018 2020-03-31 21:24:44Z MARTIN GOETZ 11401 OLD ST AUGUSTINE ROAD JACKSONVILLE FL 32258 26444887 0 X WWW.RIVERGARDEN.ORG/HEBREWHOME X 1969 FL SEE SCHEDULE O.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 THE HOME AND RELATED SERVICES. PROGRAMS AND FACILITIES SHALL BE CONDUCTED IN ACCORDANCE WITH JEWISH DIETARY LAWS, RELIGIOUS AND CULTURAL PRACTICES AND SHALL MAINTAIN AN ENVIRONMENT INFORMED BY JEWISH VALUES AND SUPPORTIVE OF JEWISH IDENTITY. 36 36 483 109 0 0 1629417 1730561 22750293 22626751 372248 1167931 812311 866223 25564269 26391466 0 0 0 0 13282758 13926728 0 0 215712 11681289 12072619 24964047 25999347 600222 392119 32006705 30254755 9804437 9741711 22202268 20513044 TO MEET THE UNIQUE RESIDENTIAL GERIATRIC CARE NEEDS OF THE JEWISH COMMUNITY AND TO PROVIDE THE FINEST IN SPECIALIZED GERIATRIC REHABILITATION AND SKILLED NURSING SERVICES TO THE COMMUNITY AT LARGE. 0 0 23562962 23492974 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. 23562962 1 1 0 0 0 0 0 0 1 0 1 0 0 1 1 0 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 42 0 1 483 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 0 0 0 X BETTY SORNA 9042601818 11401 OLD ST AUGUSTINE ROAD JACKSONVILLE FL 32258 SUSAN COHEN PRESIDENT 1.00 2.00 X X 0 0 0 DR LARRY GOLDBERG VP, CHAIR OF ADMISSIONS 1.00 1.00 X X 0 0 0 RANDY KAMMER VP, CO-CHAIR OF ADMISSIONS 1.00 1.00 X X 0 0 0 DEBBY KAYE VP, CO-CHAIR OF ADMISSIONS 1.00 0.00 X X 0 0 0 MORRIE OSTERER VP, CHAIR OF HOUSE 1.00 0.00 X X 0 0 0 JUDITH PAUL SECRETARY 1.00 1.00 X X 0 0 0 CYNTHIA DEMRI TREASURER 1.00 1.00 X X 0 0 0 GAYLE BAILYS TRUSTEE 1.00 0.00 X 0 0 0 SHIRLEY BIELSKI TRUSTEE 1.00 1.00 X 0 0 0 SHARON COHEN TRUSTEE 1.00 0.00 X 0 0 0 SUSAN EDELMAN TRUSTEE 1.00 0.00 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 NATHAN GOLDMAN TRUSTEE 1.00 0.00 X 0 0 0 RACHELLE GOTTLIEB TRUSTEE 1.00 0.00 X 0 0 0 DR MICHAEL GREENBURG TRUSTEE 1.00 1.00 X 0 0 0 ED GRENADIER TRUSTEE 1.00 1.00 X 0 0 0 BRUCE HOROVITZ TRUSTEE 1.00 0.00 X 0 0 0 MICHAEL HOWARD TRUSTEE 1.00 0.00 X 0 0 0 CHARLIE JOSEPH TRUSTEE 1.00 0.00 X 0 0 0 MICHAEL LISSNER TRUSTEE 1.00 2.00 X 0 0 0 MARK LODINGER TRUSTEE 1.00 2.00 X 0 0 0 HERMAN PAUL TRUSTEE 1.00 2.00 X 0 0 0 MICHAEL PAUL TRUSTEE 1.00 0.00 X 0 0 0 MARSHA POLLOCK TRUSTEE 1.00 2.00 X 0 0 0 MICHAEL PRICE TRUSTEE 1.00 2.00 X 0 0 0 DR JERRY ROTHSTEIN TRUSTEE 1.00 0.00 X 0 0 0 NANCY ROTHSTEIN TRUSTEE 1.00 0.00 X 0 0 0 HON HARVEY SCHLESINGER TRUSTEE 1.00 2.00 X 0 0 0 BARBARA SCHNEIDER TRUSTEE 1.00 0.00 X 0 0 0 SHARI SHUMAN TRUSTEE 1.00 0.00 X 0 0 0 FRED TROMBERG TRUSTEE 1.00 1.00 X 0 0 0 SANDY ZIMMERMAN TRUSTEE 1.00 1.00 X 0 0 0 BERNIE DATZ HONORARY TRUSTEE 1.00 1.00 X 0 0 0 SHELDON GENDIZER HONORARY TRUSTEE 1.00 1.00 X 0 0 0 LEW MEISEL HONORARY TRUSTEE 1.00 1.00 X 0 0 0 BERNIE NACHMAN HONORARY TRUSTEE 1.00 0.00 X 0 0 0 RUBYE SAFER HONORARY TRUSTEE 1.00 0.00 X 0 0 0 MARTIN GOETZ CHIEF EXECUTIVE OFFICER 20.00 20.00 X 0 357592 7650 BETTY SORNA CHIEF FINANCIAL OFFICER 20.00 20.00 X 0 223402 0 JAMES RICHMAN CHIEF OPERATING OFFICER 20.00 20.00 X 0 151101 9863 KATHY OSTERER CHIEF DEVELOPMENT OFFICER 20.00 20.00 X 0 99010 12834 CAROL THOMAS CHIEF NURSING OFFICER 39.00 1.00 X 186106 0 5557 LINDA S LEGER KRALL DIRECTOR OF RESEARCH AND CLINICAL SERVICES 40.00 0.00 X 107142 0 1056 ANXHELA RHUDHA DIRECTOR OF PHARMACY 40.00 0.00 X 106104 0 0 JEREMY GREEN CHIEF INFORMATION SECURITY OFFICER 40.00 0.00 X 104407 0 600 503759 831105 37560 4 0 1 0 REHABCARE GROUP PO BOX 503534 ST LOUIS MO 63150 REHABILITATION SERVICES 2478345 MMI DINING SYSTEMS 1000 RED FERN PLACE FLOWOOD MS 39232 DINING SERVICES 238385 BAPTIST PRIMARY CARE 3563 PHILIPS HWY SUITE 101 JACKSONVILLE FL 32207 PHYSICIAN SERVICES 176521 ELECTRICAL CONTRACTING TECHNOLOGIES 6695 COLRAY CT 303 JACKSONVILLE FL 32258 ELECTRICIAN SERVICES 114749 4 185910 703034 841617 1730561 NET RESIDENT SERVICE R 623000 22626751 22626751 22626751 262787 262787 958565 53421 905144 905144 905144 FAMILY CARE SUPPORT 900099 353748 353748 MANAGEMENT FEE INCOME 900099 298660 298660 OTHER REVENUE 900099 126468 126468 87347 87347 866223 26391466 23492974 0 1167931 X 11534006 10639949 859527 34530 252961 233353 18851 757 1287858 1188029 95973 3856 851903 785868 63485 2550 1237993 760623 343791 133579 51831 51831 3869612 3735441 134152 19 223578 221390 2188 205476 34421 144516 26539 165331 1409 160616 3306 799723 780235 19488 191655 185363 6292 928769 898276 30493 306859 296784 10075 SUPPLIES 2991716 2923135 60193 8388 QUALITY ASSESSMENT FEE 1100076 1100076 25999347 23562962 2220673 215712 748177 542030 1779231 1987691 111237 0 165943 162286 29813934 16872404 12719245 12941530 100000 100000 16382872 14521218 32006705 30254755 2083562 2384402 123915 138257 5987198 5689481 1609762 1529571 9804437 9741711 X 19027743 17755640 3174525 2757404 22202268 20513044 32006705 30254755 X 392119 -1665737 -415606 X X 0 1 X 1 0 X 1798069 1710192 1432826 1629417 1730561 8301065 20485231 21749081 21633182 22750293 22626751 109244538 22283300 23459273 23066008 24379710 24357312 117545603 0 0 0 117545603 229220 87065 220292 226560 262787 1025924 229220 87065 220292 226560 262787 1025924 579926 762076 765820 812311 866223 3786356 23092446 24308414 24052120 25418581 25486322 122357883 0.96070 0.96240 0.00840 0.00850 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 164450 164450 21603160 12428839 9174321 7723572 4443565 3280007 322752 322752 12941530 OTHER ASSETS, 457 PLAN 99183 INTEREST IN NET ASSETS OF RIVER GARDEN HOLDING COMPANY 11763720 INTEREST IN NET ASSETS OF RIVER GARDEN FOUNDATION 2622735 DUE FROM AFFILIATES, INTEREST IN INVESTMENT POOL 35580 14521218 DUE TO AFFILIATES 1412090 SECTION 457 PLAN LIABILITY 117481 1529571 24310123 -1665737 -415606 -2081343 26391466 0 26391466 25999347 0 25999347 0 25999347 PART IV, LINE 2B: THE ORGANIZATION OFFERS A CASH MANAGEMENT SERVICE TO ITS SKILLED NURSING RESIDENTS. THESE FUNDS REMAIN THE SOLE PROPERTY OF EACH RESPECTIVE RESIDENT. THE HOME HAS A FIDUCIARY DUTY OF ACCOUNTABILITY FOR THESE FUNDS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN INTEREST IN NET ASSETS OF RIVER GARDEN FOUNDATION -415,606. 0 0 0 0 0 0 0 0 0 MARTIN GOETZ CHIEF EXECUTIVE OFFICER 0 357592 0 0 0 0 0 0 0 7650 0 365242 0 0 BETTY SORNA CHIEF FINANCIAL OFFICER 0 223402 0 0 0 0 0 0 0 0 0 223402 0 0 JAMES RICHMAN CHIEF OPERATING OFFICER 0 151101 0 0 0 0 0 0 0 9863 0 160964 0 0 CAROL THOMAS CHIEF NURSING OFFICER 186106 0 0 0 0 0 0 0 5557 0 191663 0 0 0 PART I, LINE 3 RIVER GARDEN HEBREW HOME FOR THE AGED, INC'S KEY PERSONNEL ARE EMPLOYED BY RIVER GARDEN HOLDING COMPANY, A RELATED 501(C)(3) ORGANIZATION. THAT ORGANIZATION USES THE FOLLOWING TO ESTABLISH COMPENSATION FOR RIVER GARDEN HEBREW HOME FOR THE AGED, INC'S KEY PERSONNEL: 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 4820996 10600000 152379 7258219 3173328 2012 0 1 1 1 A 0 0 0 0 0 0 0 A 0 0 0 1 1 0 0 0 0 A 1 FORM 990, SCHEDULE K, PART I, A(F) PURPOSE OF BOND ISSUANCE (SERIES 2010B): TO CONSTRUCT A NEW 10,000 SQUARE FOOT FACILITY TO EXPAND THE THERAPY DEPARTMENT, ADULT DAY PROGRAM AND HOME AND COMMUNITY-BASED SERVICES; RENOVATE THE EXISTING FACILITY; REFUND THE OUTSTANDING PRINCIPAL BALANCE ON THE HEALTH FACILITIES REVENUE BONDS, SERIES 1988; AND TO PAY RELATED COSTS OF ISSUANCE. FORM 990, PART VI, SECTION A, LINE 2 HERMAN PAUL, JUDITH PAUL, MICHAEL PAUL, AND RUBYE SAFER HAVE A FAMILY RELATIONSHIP. JERRY AND NANCY ROTHSTEIN HAVE A FAMILY RELATIONSHIP. MICHAEL HOWARD AND ALLEN GRAY HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER OF THE ORGANIZATION IS RIVER GARDEN HOLDING COMPANY, INC. 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 RETURN IS REVIEWED WITH THE BOARD BY THE CHIEF FINANCIAL OFFICER. 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 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 3,195,539. MANAGEMENT AND GENERAL EXPENSES 132,754. FUNDRAISING EXPENSES 19. TOTAL EXPENSES 3,328,312. AGENCY STAFFING FEES: PROGRAM SERVICE EXPENSES 167,630. MANAGEMENT AND GENERAL EXPENSES 1,398. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 169,028. CONTRACT DIETARY SERVICES: PROGRAM SERVICE EXPENSES 238,385. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 238,385. CONTRACT SECURITY SERVICES: PROGRAM SERVICE EXPENSES 92,543. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 92,543. EDUCATIONAL SERVICE: PROGRAM SERVICE EXPENSES 41,344. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 41,344. FORM 990, PART XI, LINE 9: CHANGE IN INTEREST IN NET ASSETS OF RIVER GARDEN FOUNDATION -415,606. FORM 990, PART XII, LINE 2C OVERSIGHT OF AUDIT AND SELECTION OF INDEPENDENT ACCOUNTANT: THE ORGANIZATION'S AUDIT COMMITTEE IS RESPONISBLE FOR AUDIT OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. RIVER GARDEN HOLDING COMPANY INC 11401 OLD ST AUGUSTINE ROAD JACKSONVILLE FL 32258 592487781 HANDLES ADMINISTRATION OF SUBSIDIARIES FL 501(C)(3) LINE 12C, III-FI 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 1 RIVER GARDEN FOUNDATION INC 11401 OLD ST AUGUSTINE ROAD JACKSONVILLE FL 32258 593100673 RAISES FUNDS FOR THE RIVER GARDEN HOLDING COMPANY, INC. FL 501(C)(3) LINE 12B, II RIVER GARDEN HOLDING COMPANY INC 1 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 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0