SARASOTA MANATEE JEWISH HOUSING COUNCIL INC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- SARASOTA MANATEE JEWISH HOUSING COUNCIL INC (EIN 65-0091025)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-05-08
- IRS object ID
- 201201299349300640
- Schema version
- 2010v3.4
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule J
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-08T10:39:37-05:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOORE STEPHENS LOVELACE PA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 S ORLANDO AVENUE SUITE 400 | AddressLine1 |
| City | WINTER PARK | City |
| State | FL | State |
| ZIP Code | 327897192 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 650091025 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SARASOTA-MANATEE JEWISH HOUSING COUNCIL INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SARA | NameControl |
| Phone | 9413770781 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1951 NORTH HONORE AVENUE | AddressLine1 |
| City | SARASOTA | City |
| State | FL | State |
| ZIP Code | 34235 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DARLENE ARBEIT | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 9413770781 | Phone |
| Date Signed | 2012-05-08 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | HARRY E HARP CPA | Name |
| Phone | 4077405400 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | DARLENE ARBEIT | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1951 NORTH HONORE AVENUE | AddressLine1 |
| City | SARASOTA | City |
| State | FL | State |
| ZIP Code | 34235 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 10273100 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.KOBERNICKANCHIN.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1988 | YearFormation |
| State Legal Domicile | FL | StateLegalDomicile |
| Activity Or Mission Description | THE ORGANIZATION FOSTERS AND PROMOTES DEVELOPMENT OF HOUSING AND RELATED SERVICES TO MEET THE NEEDS OF SENIOR ADULTS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 29 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 29 | NbrIndependentVotingMembers |
| Total Nbr Employees | 224 | TotalNbrEmployees |
| Total Nbr Volunteers | 100 | TotalNbrVolunteers |
| Total Gross UBI | 6208 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 622316 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 453347 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 9275027 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 9722198 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 6193 | InvestmentIncomePriorYear |
| Investment Income Current Year | 7175 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 64425 | OtherRevenuePriorYear |
| Other Revenue Current Year | 49825 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 9967961 | TotalRevenuePriorYear |
| Total Revenue Current Year | 10232545 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 4376212 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 4637250 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 6443000 | OtherExpensePriorYear |
| Other Expenses Current Year | 6612859 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 10819212 | TotalExpensesPriorYear |
| Total Expenses Current Year | 11250109 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -851251 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -1017564 | RevenuesLessExpensesCY |
| Total Assets BOY | 23678334 | TotalAssetsBOY |
| Total Assets EOY | 24573974 | TotalAssetsEOY |
| Total Liabilities BOY | 40798659 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 42641780 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | -17120325 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | -18067806 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE ORGANIZATION FOSTERS AND PROMOTES DEVELOPMENT OF HOUSING AND RELATED SERVICES TO MEET THE NEEDS OF SENIOR ADULTS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 9683131 | Expense |
| Revenue | 9736185 | Revenue |
| Description | THE ORGANIZATION OPERATES KOBERNICK HOUSE, AN INDEPENDENT LIVING RETIREMENT COMMUNITY CONSISTING OF 191 RENTAL APARTMENT UNITS, AND THE ANCHIN PAVILION, AN ASSISTED LIVING FACILITY CONSISTING OF 70 UNITS, OF WHICH 26 ARE FOR MEMORY IMPAIRMENT. IN APRIL 2010, THE COUNCIL BEGAN CONSTRUCTION TO CONVERT THE THIRD FLOOR OF ANCHIN PAVILION INTO A 50-BED SKILLED NURSING FACILITY. IN ADDITION TO THE INDEPENDENT AND ASSISTED LIVING UNITS, 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. | Description |
| Total Program Service Expense | 9683131 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 1 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 26 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 224 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 29 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 29 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DARLENE ARBEIT | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 9413770781 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1951 N HONORE AVENUE | AddressLine1 |
| City | SARASOTA | City |
| State | FL | State |
| ZIP Code | 34235 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (30 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee |
|---|---|---|---|---|---|---|---|
| HOWARD GREBER | |||||||
| TREASURER | 1.00 | X | X | 0 | 0 | 0 | |
| STEVEN GREENFIELD | |||||||
| SECRETARY | 1.00 | X | X | 0 | 0 | 0 | |
| GERALD LEVINSON | |||||||
| VICE PRESIDENT | 1.00 | X | X | 0 | 0 | 0 | |
| HENRY MASON | |||||||
| PRESIDENT | 1.00 | X | X | 0 | 0 | 0 | |
| ELI NEFUSSY | |||||||
| VICE PRESIDENT | 1.00 | X | X | 0 | 0 | 0 | |
| KENNETH STOCK | |||||||
| VICE PRESIDENT | 1.00 | X | X | 0 | 0 | 0 | |
| MYRON ASH | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| BARBARA BASEMAN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| GERALD DANIEL | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| SHEILA BIRNBAUM | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| MARIE BROWN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| GERSHOM COHN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| HILDA CORMAN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| RALPH FRIEDLAND | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JUDY GOFMAN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ROBIN DISABATINO | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| RON HYATT | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| AUDREY WATSON-KAPLAN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| DONNA LERNER | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| MARTIN LIPTON | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ELKAN RIES | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| MURRAY SEITMAN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| STEVE EICHENBAUM | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| DEBBIE YONKER | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JACK WEINTRAUB | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| DAVID SALZMAN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JAMES SLAVIN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| NATE BENDERSON | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ROSA WARBURG | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| DARLENE ARBEIT | |||||||
| EXECUTIVE DIRECTOR | 40.00 | 168831 | 0 | 20600 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 168831 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 20600 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (3 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| SYSCO WEST COAST FLORIDA | |||||
| PO BOX 1839 | PALMETTO | FL | 34220 | FOOD SERVICE | 351084 |
| UNITED HEALTH CARE INSURANCE COMPANY | |||||
| DEPT CH 10151 | PALATINE | FL | 600550151 | HEALTH INSURANCE | 346048 |
| BEST VALUE | |||||
| PO BOX 470607 | MIAMI | FL | 332470607 | FOOD SERVICE | 199497 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 3 | NumberOfContractorsGT100K |
| Related Organizations | 447335 | RelatedOrganizations |
| All Other Contributions | 6012 | AllOtherContributions |
| Total Contributions | 453347 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| RENTAL INCOME | 623000 | 9198476 | 9198476 | |
| ANCILLIARY INCOME | 623000 | 341161 | 334953 | 6208 |
| REFURBISHING INCOME | 623000 | 182561 | 182561 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 9722198 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7068 | TotalRevenueColumn |
| Exclusion | $7,068 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 107 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 107 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 107 | TotalRevenueColumn |
| Exclusion | $107 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 70185 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 40555 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 29630 | TotalRevenueColumn |
| Exclusion | $29,630 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS INCOME | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 20195 | TotalRevenueColumn |
| Related Or Exempt Function Income | 20195 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 20195 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 10232545 | TotalRevenueColumn |
| Related Or Exempt Function Income | 9736185 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 6208 | UnrelatedBusinessRevenue |
| Exclusion | $36,805 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 189431 | Total |
| Program Services | 189431 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3734300 | Total |
| Program Services | 3734300 | ProgramServices |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 286441 | Total |
| Program Services | 286441 | ProgramServices |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 427078 | Total |
| Program Services | 427078 | ProgramServices |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 60096 | Total |
| Management And General | 60096 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34834 | Total |
| Management And General | 34834 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 550 | Total |
| Program Services | 550 | ProgramServices |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 81218 | Total |
| Program Services | 81218 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 315781 | Total |
| Management And General | 315781 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 787161 | Total |
| Program Services | 787161 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28010 | Total |
| Program Services | 5915 | ProgramServices |
| Management And General | 22095 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2223778 | Total |
| Program Services | 2223778 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1208308 | Total |
| Program Services | 1208308 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 357245 | Total |
| Management And General | 357245 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| DIETARY AND KITCHEN | 680788 | 680788 | |
| REPAIRS AND MAINTENANCE | 302597 | 302597 | |
| LICENSES, TAXES & FEES | 259094 | 259094 | |
| CONTRACT SERVICES | 215226 | 215226 | |
| OPERATING SUPPLIES | 23995 | 23995 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34178 | Total |
| Program Services | 34168 | ProgramServices |
| Management And General | 10 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11250109 | Total |
| Program Services | 9683131 | ProgramServices |
| Management And General | 1566978 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 98488 | BOY |
| EOY | 75263 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7581 | BOY |
| EOY | 35502 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 595523 | BOY |
| EOY | 596640 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 45596 | BOY |
| EOY | 39853 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 193732 | BOY |
| EOY | 194792 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 35097493 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 15457365 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18961863 | BOY |
| EOY | 19640128 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3775551 | BOY |
| EOY | 3991796 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23678334 | BOY |
| EOY | 24573974 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1504425 | BOY |
| EOY | 979403 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 692652 | BOY |
| EOY | 940502 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37412362 | BOY |
| EOY | 37455594 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 82674 | BOY |
| EOY | 61157 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1106546 | BOY |
| EOY | 3205124 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 40798659 | BOY |
| EOY | 42641780 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -17276126 | BOY |
| EOY | -18293690 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 155801 | BOY |
| EOY | 225884 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -17120325 | BOY |
| EOY | -18067806 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23678334 | BOY |
| EOY | 24573974 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -1017564 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 70083 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 395359 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 544209 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 595071 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 622316 | CurrentTaxYearMinus1Year |
| Current Tax Year | 453347 | CurrentTaxYear |
| Total | 2610302 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 11263528 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 10164563 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 9463734 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 9275027 | CurrentTaxYearMinus1Year |
| Current Tax Year | 9715990 | CurrentTaxYear |
| Total | 49882842 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 11658887 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 10708772 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 10058805 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 9897343 | CurrentTaxYearMinus1Year |
| Current Tax Year | 10169337 | CurrentTaxYear |
| Total | 52493144 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 52493144 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 182179 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 147660 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 34506 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 6193 | CurrentTaxYearMinus1Year |
| Current Tax Year | 7175 | CurrentTaxYear |
| Total | 377713 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 182179 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 147660 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 34506 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 6193 | CurrentTaxYearMinus1Year |
| Current Tax Year | 7175 | CurrentTaxYear |
| Total | 377713 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 13209 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 19798 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 10483 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 64425 | CurrentTaxYearMinus1Year |
| Current Tax Year | 20195 | CurrentTaxYear |
| Total | 128110 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 11854275 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 10876230 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 10103794 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 9967961 | CurrentTaxYearMinus1Year |
| Current Tax Year | 10196707 | CurrentTaxYear |
| Total | 52998967 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.99050 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.98910 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00710 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.00890 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 1 | AgentTrusteeEtc |
| Beginning Balance | 4445 | BeginningBalance |
| Additions During Year | 5367 | AdditionsDuringYear |
| Distributions During Year | 5281 | DistributionsDuringYear |
| Ending Balance | 4531 | EndingBalance |
| Included On FS | 0 | IncludedOnFS |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1593268 | OtherCostOrOtherBasis |
| Book Value | 1593268 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 25799347 | OtherCostOrOtherBasis |
| Depreciation | 10167870 | Depreciation |
| Book Value | 15631477 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 6104284 | OtherCostOrOtherBasis |
| Depreciation | 4461280 | Depreciation |
| Book Value | 1643004 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1600594 | OtherCostOrOtherBasis |
| Depreciation | 828215 | Depreciation |
| Book Value | 772379 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 19640128 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (4 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| DEFERRED FINANCING COSTS | 708094 |
| SPLIT INTEREST AGREEMENTS | 335982 |
| DEBT SERVICE RESERVE FUND | 1447556 |
| BOND RESERVE FUND | 1500164 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 3991796 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INTERCOMPANY LOANS | Description |
| Amount | $3,205,124 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 3205124 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART IV, LINE 1B: | ReturnReference |
| Explanation | 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. | Explanation |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GALA | NameOfEvent1 |
| Gross Receipts Event1 | 70185 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 70185 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 40555 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 70185 | GrossReceiptsTotal |
| Gross Revenue Total Events | 70185 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 40555 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 40555 | DirectExpenseSummaryEvents |
| Net Income Summary | 29630 | NetIncomeSummary |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | DARLENE ARBEIT | NamePerson |
| Base Compensation Filing Org | 168831 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 0 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 20600 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 189431 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SARASOTA COUNTY HEALTH FACILITIES AUTHORITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 596000848 | IssuerEIN |
| CUSIP Number | 80329LBQ1 | CUSIPNumber |
| Date Issued | 2007-07-19 | DateIssued |
| Issue Price | 38420000 | IssuePrice |
| Description Of Purpose | SEE SUPPLEMENTAL INFORMATION | DescriptionOfPurpose |
| Defeased | 0 | Defeased |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Pool Financing | 0 | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amount Retired | 33159897 | AmountRetired |
| Total Proceeds | 37281490 | TotalProceeds |
| Amount In Reserve Fund | 2545913 | AmountInReserveFund |
| Issuance Costs From Proceeds | 833904 | IssuanceCostsFromProceeds |
| Capital Expenditures | 741776 | CapitalExpenditures |
| Year Of Subst Completion | 2007 | YearOfSubstCompletion |
| Current Refunding | 1 | CurrentRefunding |
| Advance Refunding | 0 | AdvanceRefunding |
| Final Allocation Made | 1 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 1 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | 0 | OwningBondFinancedProperty |
| Any Lease Arrangements | 0 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 0 | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | 0 | AnyResearchAgreements |
| Bond Counsel Routinely Engaged | 0 | BondCounselRoutinelyEngaged |
| Post Issuance Compliance Procdrs | 1 | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | 0 | Form8038TFiled |
| Variable Rate Issue | 0 | VariableRateIssue |
| Hedge Identified In Books And Recds | 0 | HedgeIdentifiedInBooksAndRecds |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Exception To Rebate | 0 | ExceptionToRebate |
Form990 Schedule K Part V Form990ScheduleKPartV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| FORM 990, SCHEDULE K, PART I, LINE A, COLUMN F | DESCRIPTION OF PURPOSE OF BOND ISSUANCE: | TO REFINANCE THE SARASOTA COUNTY HEALTH FACILITIES AUTHORITY'S HEALTH CARE REVENUE BONDS, SERIES 2005, FINANCE THE COST OF CAPITAL IMPROVEMENTS TO KOBERNICK HOUSE AND ANCHIN PAVILION, PAY CERTAIN COSTS OF ISSUANCE RELATED TO THE SERIES 2007 BONDS, AND FUND A DEBT SERVICE RESERVE FUND. |
| SCHEDULE K, PART I, 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 |
| SCHEDULE K, PART II, LINE 3, COLUMN A | ADDITIONAL INFORMATION RELATED TO BOND ISSUANCE: | THE TOTAL PROCEEDS FOR SERIES 2007A BOND ISSUE ARE NOT IDENTICAL TO THE ISSUE PRICE LISTED IN PART I, COLUMN (E), THE DIFFERENCE IS AN UNDERWRITERS DISCOUNT OF $1,138,510. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| 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. | |
| THE ORGANIZATION'S FINANCE COMMITTEE MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY ANNUALLY. THE FINANCE COMMITTEE REVIEWS ACTUAL CONFLICTS THAT ARE IDENTIFIED BY THE ANNUAL DISCLOSURE PROCESS AND PROHIBITS OFFICERS AND DIRECTORS FROM VOTING ON MATTERS WHERE ACTUAL CONFLICTS OF INTEREST EXIST. | FORM 990, PART VI, SECTION B, LINE 12C | |
| THE EXECUTIVE COMMITTEE DETERMINES AND RECOMMENDS THE COMPENSATION AND BENEFITS OF THE EXECUTIVE DIRECTOR TO THE BOARD OF DIRECTORS. 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. THE FINAL RECOMMENDATION OF THE EXECUTIVE COMMITTEE IS PRESENTED AND RATIFIED BY THE BOARD OF DIRECTORS AND CONTEMPORANEOUSLY DOCUMENTED WITHIN THE BOARD MINUTES. | FORM 990, PART VI, SECTION B, LINE 15A | |
| THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | CHANGE IN FAIR VALUE OF INTEREST RATE 70,083. TOTAL TO FORM 990, PART XI, LINE 5: 70,083. | FORM 990, PART XI, LINE 5: |
| OVERSIGHT OF AUDIT AND SELECTION OF INDEPENDENT ACCOUNTANT | 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 THE PRIOR YEAR. | FORM 990, PART XII, LINE 2C |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEWISH HOUSING COUNCIL FOUNDATION INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1951 NORTH HONORE AVENUE | AddressLine1 |
| City | SARASOTA | City |
| State | FL | State |
| ZIP Code | 34235 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200910348 | EIN |
| Primary Activities | PROVIDE FINANCIAL SUPPORT TO THIS ORGANIZATION | PrimaryActivities |
| Legal Domicile State | FL | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | 509(A)(3), TYPE I | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 1 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 1 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (3 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| JEWISH HOUSING COUNCIL FOUNDATION INC | ||
| C | 447335 | FAIR MARKET VALUE |
| JEWISH HOUSING COUNCIL FOUNDATION INC | ||
| D | 596640 | FAIR MARKET VALUE |
| JEWISH HOUSING COUNCIL FOUNDATION INC | ||
| E | 4019982 | FAIR MARKET VALUE |
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