2014-01-31T15:55:22-06:00 2013-06-30 410746749 CLIFTONLARSONALLEN LLP 420 SOUTH ORANGE AVENUE SUITE 500 ORLANDO FL 32801 990 2012-07-01 650091025 SARASOTA-MANATEE JEWISH HOUSING COUNCIL SARA 9413370781 1951 NORTH HONORE AVENUE SARASOTA FL 34235 DARLENE ARBEIT 9413370781 2014-01-29 1 AMY CHAPMAN P00843460 4078021200 2014-01-27 2012 2015-11-30 17:44:51Z DARLENE ARBEIT 1951 NORTH HONORE AVENUE SARASOTA FL 34235 16702465 0 X WWW.KOBERNICKANCHIN.ORG X 1988 FL THE ORGANIZATION FOSTERS AND PROMOTES DEVELOPMENT OF HOUSING AND RELATED SERVICES TO MEET THE NEEDS OF SENIOR ADULTS. 20 20 379 171 0 0 2769072 472412 13650069 16209813 1119 1235 57027 19005 16477287 16702465 0 0 0 0 5782435 6616626 0 0 0 7540932 8737958 13323367 15354584 3153920 1347881 25254352 26696870 40168238 40262875 -14913886 -13566005 X THE ORGANIZATION FOSTERS AND PROMOTES DEVELOPMENT OF HOUSING AND RELATED SERVICES TO MEET THE NEEDS OF SENIOR ADULTS. 0 0 11470193 16228818 THE ORGANIZATION OPERATES KOBERNICK HOUSE, AN INDEPENDENT LIVING RETIREMENT COMMUNITY CONSISTING OF 191 RENTAL APARTMENT UNITS AND ANCHIN PAVILION WHICH CONSISTS OF AN ASSISTED LIVING FACILITY AND A SKILLED NURSING FACILITY THE ASSISTED LIVING CONSISTS OF 70 UNITS, OF WHICH 26 ARE FOR MEMORY IMPAIRMENT. BENDERSON FAMILY SKILLED NURSING AND REHABILITATION CONSISTS OF 50 SKILLED NURSING BEDS. IN ADDITION TO THE INDEPENDENT, ASSISTED LIVING UNITS AND SKILLED NURSING THE BUILDINGS HAVE COMMON AREAS CONSISTING OF DINING AND ACTIVITIES AREAS. THE ANCHIN PAVILION IS AVAILABLE TO RESIDENTS TRANSFERRING FROM THE KOBERNICK HOUSE BECAUSE OF THEIR NEED FOR A HIGHER LEVEL OF CARE, AS WELL AS RESIDENTS FROM THE GENERAL COMMUNITY. BENDERSON IS AVAILABLE TO RESIDENTS FROM KOBERNICK AND ANCHIN THAT REQUIRE A HIGHER LEVEL OF CARE, AS WELL AS RESIDENTS FROM THE COMMUNITY. 11470193 1 1 0 0 0 0 0 0 1 0 1 0 0 1 0 1 0 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 1 111 0 379 1 0 0 0 0 0 0 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 FL X DARLENE ARBEIT 9413770781 1951 NORTH HONORE AVENUE SARASOTA FL 34235 HYMAN POLAKOFF 1.00 0.00 X X 0 0 0 KENNETH STOCK 1.00 0.00 X X 0 0 0 DR LARRY HASPEL 1.00 2.00 X X 0 0 0 SHEILA BIRNBAUM 1.00 2.00 X X 0 0 0 JOSEPH BORNSTEIN 1.00 0.00 X X 0 0 0 BARBARA BASEMAN 1.00 0.00 X 0 0 0 DEBBIE DOUGLAS 1.00 0.00 X 0 0 0 GERSHOM COHN 1.00 0.00 X 0 0 0 JUDY ZUCKERBERG 1.00 0.00 X 0 0 0 HOWARD GREBER 1.00 0.00 X 0 0 0 MARTIN MARCUS 1.00 0.00 X 0 0 0 ELKAN RIES 1.00 0.00 X 0 0 0 ED ROSENTHAL 1.00 2.00 X 0 0 0 EUGENE SCHILLER 1.00 0.00 X 0 0 0 DEBBIE YONKER 1.00 0.00 X 0 0 0 LOUIS SIEGEL 1.00 0.00 X 0 0 0 JAMES SLAVIN 1.00 0.00 X 0 0 0 ALAN SILVERGLAT 1.00 0.00 X 0 0 0 RANDY BENDERSON 1.00 0.00 X 0 0 0 RUTH KLEIN 1.00 0.00 X 0 0 0 DARLENE ARBEIT 35.00 5.00 X 206275 0 18627 JOHN RICHARDS 35.00 5.00 X 88401 0 6000 SHARON MITCHELL 35.00 5.00 X 79930 0 4500 374606 0 29127 1 0 1 0 REHAB CARE GROUP INC PO BOX 660299 DALLAS TX 752660299 SPEECH, PHYSICAL, OCCUPATIONAL REHAB 871970 SYSCO-WEST COAST FLORIDA 3000 69TH ST E PALMETTO FL 34221 FOOD 490503 BEST VALUE PO BOX 470607 MIAMI FL 332470607 FOOD 285371 OMICARE PO BOX 30027 TAMPA FL 336303027 PHARMACEUTICALS 210366 CHAPPIES CARPET & FLOORS INC 3913 CLARK RD SARASOTA FL 34242 FLOORING 141955 14 442808 29604 472412 RENTAL INCOME 623000 15604002 15604002 ANCILLIARY INCOME 623000 402061 402061 REFURBISHING INCOME 623000 203750 203750 16209813 1235 1235 MISCELLANEOUS INCOME 900099 19005 19005 19005 16702465 16228818 0 1235 298891 298891 5382950 4617166 765784 36503 21738 14765 486538 375404 111134 411744 336175 75569 170925 170925 53679 53679 554 554 36150 36150 143938 143938 600956 600956 1025377 1025377 19122 19122 2157413 2157413 1323183 1323183 517800 517800 CONTRACT SERVICES 998063 998063 FOOD AND DINING EXPENSE 955666 955666 REPAIRS AND MAINTENANCE 300154 300154 LICENSES, TAXES, AND FE 259008 259008 175970 159970 16000 15354584 11470193 3884391 0 1228525 1072959 253921 945628 745746 1301265 39931 35797 205963 186200 35959430 17828149 18837983 18131281 3942283 5023740 25254352 26696870 1664979 2523409 1311140 893836 37192119 36845630 40168238 40262875 X -15139770 -13791889 225884 225884 -14913886 -13566005 25254352 26696870 1347881 0 X X 0 1 X 1 0 X 595071 622316 453347 2769072 472412 4912218 9463734 9275027 9715990 13650069 16209813 58314633 10058805 9897343 10169337 16419141 16682225 63226851 0 0 0 63226851 34506 6193 7175 1119 1235 50228 34506 6193 7175 1119 1235 50228 10483 64425 20195 57027 19005 171135 10103794 9967961 10196707 16477287 16702465 63448214 0.99650 0.99360 0.00080 0.00340 X SCHEDULE A, PART II, LINE 12, EXPLANATION OF OTHER INCOME: MISC INCOME - 2008 AMOUNT: $ 10,483. 2009 AMOUNT: $ 64,425. 2010 AMOUNT: $ 20,195. 2011 AMOUNT: $ 57,027. 2012 AMOUNT: $ 19,005. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 7600 20392 16316 11676 0 1593268 1593268 26422490 11718274 14704216 3894841 2949575 945266 4048831 3160300 888531 18131281 DEFFERED FINANCING COSTS 645939 SPLIT INTEREST AGREEMENTS 336418 DEBT SERVICE RESERVE FUND 2546260 BOND RESERVE FUND 386214 ACCRUED INTEREST 1078724 DUE FROM FOUNDATION 30185 5023740 X PART IV, LINE 1B: THE ORGANIZATION MAINTAINS TRUST ACCOUNTS ON BEHALF OF THE RESIDENTS OF ANCHIN PAVILION. THE ACCOUNTS REMAIN THE PROPERTY OF THE RESIDENTS AND DISBURSEMENTS ARE MADE ONLY WHEN REQUESTED BY THE RESIDENTS. THE ORGANIZATION ONLY SERVES AS A CUSTODIAN BECAUSE OF ITS FIDUCIARY DUTY OF ACCOUNTABILITY FOR THE FUNDS. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: THE ORGANIZATION HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE (IRS) AS A NOT-FOR-PROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE CODE) AND IS EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. THE ORGANIZATION'S ACTIVITIES HAVE BEEN IN FURTHERANCE OF ITS TAX-EXEMPT PURPOSE, AND MANAGEMENT IS OF THE OPINION THAT THERE IS NO UNRELATED BUSINESS INCOME SUBJECT TO TAXATION. SHOULD THAT STATUS BE CHALLENGED IN THE FUTURE, THE ORGANIZATION'S 2009 TO 2012 TAX YEARS ARE OPEN FOR EXAMINATION BY THE IRS. X X X 0 0 0 0 0 0 0 0 0 DARLENE ARBEIT 186275 0 20000 0 0 0 3725 0 14902 0 224902 0 0 0 A SARASOTA COUNTY HEALTH FACILITIES AUTHORITY 596000848 80329LBQ1 2007-07-19 38420000 SEE SUPPLEMENTAL INFORMATION 0 0 0 A 33159897 37281490 2545913 741776 1 0 1 1 A 0 0 0 0 0 0 1 A 0 0 0 0 0 0 0 0 0 FORM 990, SCHEDULE K, PART 1, LINE A, COLUMN F DESCRIPTION OF PURPOSE OF BOND ISSUANCE TO REFINANCE THE SARASOTA COUNTY HEALTH FACILITIES AUTHORITY'S HEALTH CARE REVENUE BONDS, SERIES 2055, AND FINANCE THE COST OF CAPITAL IMPROVEMENTS TO KOBERNICK HOUSE AND ANCHIN PAVILION. FORM 990, SCHEDULE K, PART 1, LINE A, COLUMN C INFORMATION PRETAINING TO CUSIP OF 2007 SERIES BOND ISSUE THE SERIES 2007 BOND REPORTED ON SCHEDULE K CONSISTS OF THREE DIFFERENT BONDS. THE ISSUE PRICES AND CUSIP NUMBERS OF EACH ARE ISSUE PRICE CUSIP NUMBER $9,440,000 80329LBN8, $11,410,000 80329LBP3, $17,570,000 80329LBQ1. FORM 990, SCHEDULE K, PART 1, LINE A, COLUMN A ADDITIONAL INFORMATION RELATED TO BOND ISSUANCE THE TOTAL PROCEEDS FOR SERIES 2007A BOND ISSUE ARE NOT IDENTICAL TO THE ISSUE PRICE LISTSED IN PART 1, COLUMN E. THE DIFFERENCE IS AN UNDERWRITERS DISCOUNT OF $1,138,510. FORM 990, PART VI, SECTION A, LINE 1 HENRY MASON, MARIE BROWN AND STEVEN GREENFIELD ARE HONORARY LIFETIME MEMBERS OF THE BOARD OF DIRECTORS AND DO NOT MAINTAIN ANY VOTING RIGHTS. FORM 990, PART VI, SECTION B, LINE 11 FORM 990 IS FIRST REVIEWED AND APPROVED BY THE FINANCE COMMITTEE. THE FORM 990 IS THEN PRESENTED TO THE BOARD OF DIRECTORS FOR FINAL APPROVAL BEFORE IT IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S FINANCE COMMITTEE MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY ANNUALLY. THERE WERE NO CONFLICTS REPORTED DURING THE CURRENT YEAR. HOWEVER, IN THE EVENT A CONFLICT WAS REPORTED, A REIVEW WOULD BE PERFORMED BY THE FINANCE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE DETERMINES THE COMPENSATION AND BENEFITS OF THE CHIEF EXECUTIVE OFFICER. THE EXECUTIVE COMMITTEE IS INDEPENDENT WITH RESPECT TO THE COMPENSATION ARRANGEMENT BEING CONSIDERED. THE EXECUTIVE COMMITTEE UTILIZES COMPARABILITY SURVEYS WITHIN THE SAME INDUSTRY AS THE ORGANIZATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. OVERSIGHT OF AUDIT AND SELECTION OF INDEPENDENT ACCOUNTANT FORM 990, PART XII, LINE 2C THE BOARD OF DIRECTORS IS RESPONSIBLE FOR THE SELECTION, MONITORING AND EVALUATION OF AN INDEPENDENT AUDIT FIRM AND OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS. THERE WAS NO CHANGE IN THIS PROCESS FROM PRIOR YEAR. TIME DEVOTED TO JEWISH HOUSING COUNCIL FOUNDATION, INC. - EIN# 20-0910348 FORM 990, PART VII: SECTION A, COLUMN B NAME TITLE HRS/WK DR. LARRY HASPEL PAST PRESIDENT 2.00 ED ROSENTHAL VICE PRESIDENT 2.00 SHEILA BIRNBAUM TRUSTEE 2.00 DARLENE ARBEIT CHIEF EXECUTIVE OFFICER 5.00 JOHN RICHARDS COO (TERM NOV 2012) 5.00 DEBBIE PATTINSON COO 5.00 SHARON MITCHELL CFO 5.00 JEWISH HOUSING COUNCIL FOUNDATION INC 1951 NORTH HONORE AVENUE SARASOTA FL 34235 200910348 PROVIDE FINANCIAL SUPPORT TO THIS ORGANIZATION FL 501(C)(3) LINE 11C, III-FI N/A 0 GULF COAST COMMUNITY FOUNDATION INC 11975 SEAWAY ROAD GULFPORT MS 39503 570908490 GRANTS FUNDS TO OTHER CHARITBLE ORGANIZATIONS MS NO 110534 1.00000 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1