2018-11-08T16:52:33-06:00 2017-12-31 593070669 MOORE STEPHENS LOVELACE PA 255 S ORANGE AVENUE SUITE 600 ORLANDO FL 32801 990 2017-01-01 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 2018-11-08 1 KURT A ALTER CPA P00059492 4077405400 64.132.121.122 2018-11-08 17:38:37 ES P AA06F16595B971911646E1ABD4EF9FD1205D715B AA06F16595B971911646E1ABD4EF9FD1205D715B 2017 2018-06-14 16:35:46Z MARTIN GOETZ 11401 OLD ST AUGUSTINE ROAD JACKSONVILLE FL 32258 25564269 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 36 489 105 0 0 1432826 1629417 21633182 22750293 273752 372248 765820 812311 24105580 25564269 0 0 0 0 12575399 13282758 0 0 0 10740213 11681289 23315612 24964047 789968 600222 31234896 32006705 10852460 9804437 20382436 22202268 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 21280487 23562604 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. 21280487 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 46 0 1 489 1 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 0.00 X X 0 0 0 RANDY KAMMER VP, CO-CHAIR OF ADMISSIONS 1.00 0.00 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 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 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 SHELDON GENDZIER TRUSTEE 1.00 1.00 X 0 0 0 RACHELLE GOTTLIEB TRUSTEE 1.00 0.00 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 1.00 X 0 0 0 MICHAEL PAUL TRUSTEE 1.00 0.00 X 0 0 0 MARSHA POLLOCK TRUSTEE 1.00 1.00 X 0 0 0 MICHAEL PRICE TRUSTEE 1.00 1.00 X 0 0 0 DR JERRY ROTHSTEIN TRUSTEE 1.00 0.00 X 0 0 0 NAN 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 DR MICHAEL GREENBURG TRUSTEE 1.00 1.00 X 0 0 0 JACK COLEMAN HONORARY TRUSTEE 1.00 1.00 X 0 0 0 BERNIE DATZ HONORARY TRUSTEE 1.00 1.00 X 0 0 0 ALLEN GRAY 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 LEW MESISEL HONORARY TRUSTEE 1.00 1.00 X 0 0 0 SHIRLEY BIELSKI AUXILIARY PRESIDENT 1.00 0.00 X 0 0 0 MARTIN GOETZ CHIEF EXECUTIVE OFFICER 20.00 20.00 X 0 364803 26642 BETTY SORNA CHIEF FINANCIAL OFFICER 20.00 20.00 X 0 216711 29703 JAMES RICHMAN CHIEF OPERATING OFFICER 20.00 20.00 X 0 156640 15911 KATHY OSTERER CHIEF DEVELOPMENT OFFICER 20.00 20.00 X 0 108375 18504 CAROL THOMAS CHIEF NURSING OFFICER 40.00 0.00 X 175363 0 12529 ANXHELA RHUDA DIRECTOR OF PHARMACY 40.00 0.00 X 119335 0 689 BERNADETH PALOMPO ASSISTANT CHIEF NURSING OFFICER 40.00 0.00 X 102441 0 8736 SUE LEGER KRALL DIRECTOR OF ADULT DAY CARE PROGRAM 40.00 0.00 X 103329 0 8740 MICAH BARTH DIRECTOR OF PLANT OPERATIONS 40.00 0.00 X 108536 0 8685 609004 846529 130139 5 0 1 0 REHABCARE GROUP PO BOX 503534 ST LOUIS MO 63150 REHABILITATION SERVICES 2193811 BAPTIST PRIMARY CARE 3563 PHILIPS HWY SUITE 101 JACKSONVILLE FL 32207 PHYSICIAN SERVICES 245013 MMI DINING SYSTEMS 1000 RED FERN PLACE FLOWOOD MS 39232 DINING SERVICES 231446 3 180318 820401 628698 1629417 SKILLED NURSING SERVIC 623000 22750293 22750293 22750293 226560 226560 139688 6000 0 0 139688 6000 145688 145688 FAMILY CARE SUPPORT 900099 302190 302190 MANAGEMENT FEE INCOME 900099 289962 289962 OTHER REVENUE 900099 117942 117942 102217 102217 812311 25564269 23562604 0 372248 X 11105952 9176068 1929884 243202 200941 42261 1100801 909515 191286 832803 688087 144716 1233117 1018838 214279 86100 86100 3369271 2783792 585479 220840 182465 38375 268833 222117 46716 156726 129492 27234 714646 590462 124184 56893 47007 9886 61344 50684 10660 122578 101278 21300 914651 755712 158939 300747 248486 52261 SUPPLIES 2950159 2950159 QUALITY ASSESSMENT FEE 1225384 1225384 24964047 21280487 3683560 0 12616 748177 1123866 1762504 1779231 148837 111237 146811 165943 28662880 15943635 12843997 12719245 100000 100000 15096265 16382872 31234896 32006705 1964951 2083562 158238 123915 6590247 5987198 2139024 1609762 10852460 9804437 X 17028311 19027743 3354125 3174525 20382436 22202268 31234896 32006705 X 600222 1404002 -184392 X X 0 1 X 1 0 X 2091428 1798069 1710192 1432826 1629417 8661932 19160463 20485231 21749081 21633182 22750293 105778250 21251891 22283300 23459273 23066008 24379710 114440182 0 0 0 114440182 247274 229220 87065 220292 226560 1010411 247274 229220 87065 220292 226560 1010411 539256 579926 762076 765820 812311 3459389 22038421 23092446 24308414 24052120 25418581 118909982 0.96240 0.96080 0.00850 0.00920 X 0 1 X 21528080 11974925 9553155 164450 91475 72975 6078737 3381278 2697459 891613 495957 395656 12719245 OTHER ASSETS, 457 PLAN 101882 INTEREST IN NET ASSETS OF RIVER GARDEN HOLDING COMPANY 13205555 INTEREST IN NET ASSETS OF RIVER GARDEN FOUNDATION 3038341 DUE FROM AFFILIATES, INTEREST IN INVESTMENT POOL 37094 16382872 DUE TO AFFILIATES 1490568 SECTION 457 PLAN LIABILITY 119194 1609762 26783879 1404002 -184392 1219610 25564269 0 25564269 24964047 0 24964047 0 24964047 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 -184,392. 0 0 0 0 0 0 0 0 0 MARTIN GOETZ CHIEF EXECUTIVE OFFICER 0 364803 0 0 0 0 0 12345 0 14297 0 391445 0 0 BETTY SORNA CHIEF FINANCIAL OFFICER 0 216711 0 0 0 0 0 8800 0 20903 0 246414 0 0 JAMES RICHMAN CHIEF OPERATING OFFICER 0 156640 0 0 0 0 0 5493 0 10418 0 172551 0 0 CAROL THOMAS CHIEF NURSING OFFICER 175363 0 0 0 0 0 6421 0 6108 0 187892 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 4515660 10600000 152379 7258219 3173328 2012 0 1 1 1 A 0 0 0 0 0 0 0 A 0 1 0 0 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 SHALL BE RIVER GARDEN HOLDING COMPANY, INC. FORM 990, PART VI, SECTION A, LINE 7A THE SOLE MEMBER, RIVER GARDEN HOLDING COMPANY, INC., SHALL ELECT 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 2,495,546. MANAGEMENT AND GENERAL EXPENSES 524,856. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,020,402. AGENCY STAFFING FEES: PROGRAM SERVICE EXPENSES 97,018. MANAGEMENT AND GENERAL EXPENSES 20,405. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 117,423. CONTRACT DIETARY SERVICES: PROGRAM SERVICE EXPENSES 191,228. MANAGEMENT AND GENERAL EXPENSES 40,218. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 231,446. FORM 990, PART XI, LINE 9: CHANGE IN INTEREST IN NET ASSETS OF RIVER GARDEN FOUNDATION -184,392. FORM 990, PART XII, LINE 2C OVERSIGHT OF AUDIT AND SELECTION OF INDEPENDENT ACCOUNTANT: THE ORGANIZATION'S AUDIT COMMITTEE IS RESPONSIBLE 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 0 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 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 11 RIVER GARDEN HOLDING COMPANY INC 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0