2015-11-10T11:33:45-06:00 2014-12-31 593070669 MOORE STEPHENS LOVELACE PA 311 PARK PLACE BLVD SUITE 100 CLEARWATER FL 33759 990 2014-01-01 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 2015-11-10 1 LAURIE PADYKULA CPA P00856069 7275314477 2014 2016-03-07 17:11:31Z MARTIN GOETZ 11401 OLD ST AUGUSTINE ROAD JACKSONVILLE FL 32258 23586366 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. 37 37 513 141 0 0 2091428 1798069 19160463 20485231 169850 723140 539256 579926 21960997 23586366 0 0 0 0 12655011 12081550 0 0 0 8222299 10429803 20877310 22511353 1083687 1075013 31002237 32263827 12888247 12921871 18113990 19341956 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 19228459 21065157 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. 19228459 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 47 0 1 513 1 0 0 0 0 0 0 0 0 0 0 X 37 37 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 MARSHA POLLOCK PRESIDENT 1.00 2.00 X X 0 0 0 SUSAN COHEN VP, CHAIR OF ADMISSIONS 1.00 0.00 X X 0 0 0 LARRY GOLDBERG VP, CO-CHAIR OF ADMISSIONS 1.00 0.00 X X 0 0 0 MICHAEL PRICE 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 0.00 X X 0 0 0 CYNTHIA DEMRI TREASURER 1.00 0.00 X X 0 0 0 MARK LODINGER TRUSTEE 1.00 2.00 X 0 0 0 JEFFREY EDWARDS TRUSTEE 1.00 0.00 X 0 0 0 MICHAEL SCHARF TRUSTEE 1.00 0.00 X 0 0 0 GLORIA A EINSTEIN TRUSTEE 1.00 1.00 X 0 0 0 RACHELLE GOTTLIEB TRUSTEE 1.00 1.00 X 0 0 0 RON ELINOFF TRUSTEE 1.00 1.00 X 0 0 0 JANIS FLEET TRUSTEE 1.00 1.00 X 0 0 0 MICHAEL GREENBURG TRUSTEE 1.00 1.00 X 0 0 0 SUSAN EDELMAN TRUSTEE 1.00 0.00 X 0 0 0 SHELDON GENDZIER TRUSTEE 1.00 2.00 X 0 0 0 EDWARD 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 MICHAEL LISSNER TRUSTEE 1.00 1.00 X 0 0 0 HERMAN PAUL TRUSTEE 1.00 2.00 X 0 0 0 CHARLIE JOSEPH TRUSTEE 1.00 0.00 X 0 0 0 RANDY KAMMER TRUSTEE 1.00 0.00 X 0 0 0 LEW MEISEL TRUSTEE 1.00 0.00 X 0 0 0 DEBBY KAYE TRUSTEE 1.00 0.00 X 0 0 0 BARBARA SCHNEIDER TRUSTEE 1.00 0.00 X 0 0 0 BETH SHORSTEIN TRUSTEE 1.00 0.00 X 0 0 0 JERRY P ROTHSTEIN TRUSTEE 1.00 0.00 X 0 0 0 SHARI SHUMAN TRUSTEE 1.00 0.00 X 0 0 0 RUBYE SAFER TRUSTEE 1.00 0.00 X 0 0 0 FRED TROMBERG TRUSTEE 1.00 1.00 X 0 0 0 HARVEY SCHLESINGER TRUSTEE 1.00 1.00 X 0 0 0 SANDY ZIMMERMAN TRUSTEE 1.00 1.00 X 0 0 0 SHARON COHEN TRUSTEE 1.00 0.00 X 0 0 0 MICHAEL PAUL TRUSTEE 1.00 0.00 X 0 0 0 NAOMI LAZAR AUXILIARY PRESIDENT 1.00 X X 0 0 0 JACK COLEMAN HONORARY TRUSTEE 1.00 X 0 0 0 BERNIE DATZ HONORARY TRUSTEE 1.00 X 0 0 0 ALLEN GRAY HONORARY TRUSTEE 1.00 X 0 0 0 BERNIE NACHMAN HONORARY TRUSTEE 1.00 X 0 0 0 JACK PRICE HONORARY TRUSTEE 1.00 X 0 0 0 BETTY SORNA CHIEF FINANCIAL OFFICER 20.00 20.00 X 0 183441 23479 MARTIN GOETZ CHIEF EXECUTIVE OFFICER 20.00 20.00 X 0 303427 29497 JAMES RICHMAN CHIEF OPERATING OFFICER 20.00 20.00 X 0 124222 16317 CAROL THOMAS CHIEF NURSING OFFICER 40.00 0.00 X 136253 0 17459 ALISON LLOYD DIRECTOR OF PHARMACY 40.00 X 113046 0 4917 249299 611090 91669 2 0 1 0 REHABCARE GROUP PO BOX 503534 ST LOUIS MO 63150 REHABILITATION SERVICES 1849569 MMI 1000 RED FERN PLACE FLOWOOD MS 39232 DINING SERVICES 213720 FIRST COAST SECURITY ONE INDEPENDENT DRIVE SUITE 117 JACKSONVILLE FL 32202 SECURITY SERVICES 194878 3 208000 1080394 509675 1798069 SKILLED NURSING SERVICES 623000 20485231 20485231 20485231 229220 229220 493920 0 493920 493920 493920 MANAGEMENT FEE INCOME 900099 218295 218295 FAMILY CARE SUPPORT 900099 172199 172199 BEAUTY SHOP INCOME 900099 96359 96359 93073 93073 579926 23586366 21065157 0 723140 X 10036228 8257340 1778888 206000 169487 36513 1092705 899027 193678 746617 614282 132335 1066615 877561 189054 2891965 2379374 512591 196000 161260 34740 276721 227673 49048 59064 48595 10469 841240 692133 149107 42061 34606 7455 50400 41467 8933 72071 59297 12774 664804 546970 117834 279131 229656 49475 SUPPLIES 2658495 2658495 QUALITY ASSESSMENT FEE 1331236 1331236 22511353 19228459 3282894 0 14390 16367 474246 778232 2202643 2658987 161621 153865 139762 109124 26112658 13491639 12443063 12621019 28645 31004 15537867 15895229 31002237 32263827 1901698 2534396 120984 181990 8746672 8118342 9952 12588 2108941 2074555 12888247 12921871 X 14303728 15623299 3810262 3718657 18113990 19341956 31002237 32263827 X 1075013 246913 -93960 X X 0 1 X 1 0 X 686632 1305735 1234736 2091428 1798069 7116600 18226325 18416997 18716333 19160463 20485231 95005349 18912957 19722732 19951069 21251891 22283300 102121949 0 0 0 102121949 265399 271417 270949 247274 229220 1284259 265399 271417 270949 247274 229220 1284259 526866 569351 783381 539256 579926 2998780 19705222 20563500 21005399 22038421 23092446 106404988 0.95970 0.95800 0.01210 0.01330 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 20576833 10631441 9945392 5389375 2784531 2604844 146450 75667 70783 12621019 BOND ISSUANCE COSTS AND LETTER OF CREDIT 119998 OTHER ASSETS 87218 DUE FROM AFFILIATES - INTEREST IN INVESTMENT POOL 11999308 INTEREST IN NET ASSETS OF RIVER GARDEN FOUNDATION 3688705 15895229 DUE TO AFFILIATES 1988096 SECTION 457 PLAN LIABILITY 86459 2074555 23739319 246913 -93960 152953 23586366 0 23586366 22511353 0 22511353 0 22511353 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 -93,960. 0 0 0 0 0 0 0 0 0 BETTY SORNA CHIEF FINANCIAL OFFICER 0 183441 0 0 0 0 0 6350 0 17129 0 206920 0 0 MARTIN GOETZ CHIEF EXECUTIVE OFFICER 0 303427 0 0 0 0 0 11694 0 17803 0 332924 0 0 CAROL THOMAS CHIEF NURSING OFFICER 136253 0 0 0 0 0 4410 0 13049 0 153712 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. THE 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 4416395 10600000 168453 5895690 119462 2012 0 1 1 1 A 0 0 0 0 0 0 0 A 0 0 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. MICHAEL PRICE AND JACK PRICE 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 11 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 2,172,958. MANAGEMENT AND GENERAL EXPENSES 468,123. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,641,081. AGENCY STAFFING FEES: PROGRAM SERVICE EXPENSES 30,578. MANAGEMENT AND GENERAL EXPENSES 6,587. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 37,165. CONTRACT DIETARY SERVICES: PROGRAM SERVICE EXPENSES 175,838. MANAGEMENT AND GENERAL EXPENSES 37,881. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 213,719. FORM 990, PART XI, LINE 9: CHANGE IN INTEREST IN NET ASSETS OF RIVER GARDEN FOUNDATION -93,960. 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 OPERATES AN 80-UNIT INDEPENDENT LIVING SENIOR HOUSING FACILITY. FL 501(C)(3) LINE 11A, 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 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 11A, I RIVER GARDEN HOLDING COMPANY INC 1 0 0 1 1 1 0 0 0 0 0 0 1 1 0 1 0 0 0 0