SARASOTA MANATEE JEWISH HOUSING COUNCIL INC: Form 990, tax year 2009

View the entire original 990 at ProPublica ↗

Organization
SARASOTA MANATEE JEWISH HOUSING COUNCIL INC (EIN 65-0091025)
Tax period
2009-07-01 to 2010-06-30
Filed
2011-05-16
IRS object ID
201101369349302080
Schema version
2009v1.7
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2011-05-16T09:13:43-05:00Timestamp
Tax Period End Date2010-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1Moore Stephens Lovelace PABusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line114400 NW 77th Court Suite 306AddressLine1
CityMiami LakesCity
StateFLState
ZIP Code330161507ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2009-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN650091025EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1Sarasota-Manatee Jewish Housing Council IncBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlSARANameControl
Phone9413770781Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line11951 North Honore AvenueAddressLine1
CitySarasotaCity
StateFLState
ZIP Code34235ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameDarlene ArbeitName
TitleExecutive DirectorTitle
Phone9413770781Phone
Date Signed2011-05-16DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameKarin E VickersName
Phone3058199555Phone
FieldValueIRS element (for citing)
Tax Year2009TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonDarlene ArbeitNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line11951 North Honore AvenueAddressLine1
CitySarasotaCity
StateFLState
ZIP Code34235ZIPCode
FieldValueIRS element (for citing)
Gross Receipts10023448GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501cXOrganization501c
Web Sitewww.kobernickanchin.orgWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1988YearFormation
State Legal DomicileFLStateLegalDomicile
Activity Or Mission DescriptionThe Organization fosters and promotes development of housing and related services to meet the needs of senior adults.ActivityOrMissionDescription
Nbr Voting Members Governing Body28NbrVotingMembersGoverningBody
Nbr Independent Voting Members28NbrIndependentVotingMembers
Total Nbr Employees232TotalNbrEmployees
Total Nbr Volunteers125TotalNbrVolunteers
Total Gross UBI6274TotalGrossUBI
Net Unrelated Business Txbl Income-1748NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year72530ContributionsGrantsPriorYear
Contributions Grants Current Year622316ContributionsGrantsCurrentYear
Program Service Revenue Prior Year9986275ProgramServiceRevenuePriorYear
Program Service Revenue CY9275027ProgramServiceRevenueCY
Investment Income Prior Year34506InvestmentIncomePriorYear
Investment Income Current Year6193InvestmentIncomeCurrentYear
Other Revenue Prior Year10483OtherRevenuePriorYear
Other Revenue Current Year64425OtherRevenueCurrentYear
Total Revenue Prior Year10103794TotalRevenuePriorYear
Total Revenue Current Year9967961TotalRevenueCurrentYear
Grants And Similar Amnts CY0GrantsAndSimilarAmntsCY
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year4537874SalariesEtcPriorYear
Salaries Etc Current Year4376212SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year6745463OtherExpensePriorYear
Other Expenses Current Year6443000OtherExpensesCurrentYear
Total Expenses Prior Year11283337TotalExpensesPriorYear
Total Expenses Current Year10819212TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-1179543RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-851251RevenuesLessExpensesCY
Total Assets BOY23453526TotalAssetsBOY
Total Assets EOY23678334TotalAssetsEOY
Total Liabilities BOY39734586TotalLiabilitiesBOY
Total Liabilities EOY40798659TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY-16281060NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY-17120325NetAssetsOrFundBalancesEOY
Mission DescriptionThe Organization fosters and promotes development of housing and related services to meet the needs of senior adults.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense9344351Expense
Revenue9294176Revenue
DescriptionThe 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 63 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 Expense9344351TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling1CreditCounseling
Term Or Permanent Endowments0TermOrPermanentEndowments
Balance Sheet Amounts Reported1BalanceSheetAmountsReported
Independent Audit Financial Stmt0IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt1ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities1FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations0GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required1ScheduleJRequired
Tax Exempt Bonds1TaxExemptBonds
Invest Tax Exempt Bonds0InvestTaxExemptBonds
Escrow Account0EscrowAccount
On Behalf Of Issuer0OnBehalfOfIssuer
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With109682NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees232NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income1UnrelatedBusinessIncome
Form990-T Filed1Form990-TFiled
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Nbr Voting Governing Body Members28NbrVotingGoverningBodyMembers
Number Independent Voting Members28NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other0CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledFLStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1Darlene ArbeitBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number9413770781TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line11951 N Honore AvenueAddressLine1
CitySarasotaCity
StateFLState
ZIP Code34235ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (29 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationKey EmployeeKeyEmployee
Howard Greber
Treasurer1.00XX000
Steven Greenfield
Secretary1.00XX000
Jerry Levinson
Vice President1.00XX000
Henry Mason
President1.00XX000
Eli Nefussy
Vice President1.00XX000
Kenneth Stock
Vice President1.00XX000
Mike Ash
Trustee1.00X000
Barbara Baseman
Trustee1.00X000
Gerard Daniel
Trustee1.00X000
Sheila Birnbaum
Trustee1.00X000
Marie Brown
Trustee1.00X000
Gershom Cohn
Trustee1.00X000
Hilda Corman
Trustee1.00X000
Ralph Friedland
Trustee1.00X000
Judy Gofman
Trustee1.00X000
LouAnn Palmer
Trustee1.00X000
Ron Hyatt
Trustee1.00X000
Audrey Watson-Kaplan
Trustee1.00X000
Donna Lerner
Trustee1.00X000
Martin Lipton
Trustee1.00X000
Elkan Ries
Trustee1.00X000
Murray Seitman
Trustee1.00X000
Hyman Polakoff
Trustee1.00X000
Debbie Yonker
Trustee1.00X000
Jack Weintraub
Trustee1.00X000
Sally Yanowitz
Trustee1.00X000
James Slavin
Trustee1.00X000
Nate Benderson
Trustee1.00X000
Darlene Arbeit
Executive Director40.00167500020600X
FieldValueIRS element (for citing)
Total Reportable Comp From Org167500TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation20600TotalOtherCompensation
Number Individuals GT100 K1NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K
All Other Contributions622316AllOtherContributions
Total Contributions622316TotalContributions

Program Service Revenue ProgramServiceRevenue (3 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncomeUnrelated Business RevenueUnrelatedBusinessRevenue
Rental Income62300087729768772976
Ancilliary Income6230003419213356476274
Refurbishing Income623000160130160130
FieldValueIRS element (for citing)
Total Program Service Revenue9275027TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column4193TotalRevenueColumn
Exclusion$4,193ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Other2000Other

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Other2000Other

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column2000TotalRevenueColumn
Exclusion$2,000ExclusionAmount
FieldValueIRS element (for citing)
Gross Income Fundraising Events94489GrossIncomeFundraisingEvents
Fundraising Direct Expenses55487FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column39002TotalRevenueColumn
Exclusion$39,002ExclusionAmount

Other Revenue Misc OtherRevenueMisc

FieldValueIRS element (for citing)
DescriptionMiscellaneous IncomeDescription
Business Code900099BusinessCode
Total Revenue Column25423TotalRevenueColumn
Related Or Exempt Function Income25423RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Other Revenue25423TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column9967961TotalRevenueColumn
Related Or Exempt Function Income9294176RelatedOrExemptFunctionIncome
Unrelated Business Revenue6274UnrelatedBusinessRevenue
Exclusion$45,195ExclusionAmount

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total188100Total
Program Services188100ProgramServices

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total3568499Total
Program Services3568499ProgramServices

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total286678Total
Program Services286678ProgramServices

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total332935Total
Program Services332935ProgramServices

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total26246Total
Management And General26246ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total36053Total
Management And General36053ManagementAndGeneral

Advertising Advertising

FieldValueIRS element (for citing)
Total70880Total
Program Services70880ProgramServices

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total314387Total
Management And General314387ManagementAndGeneral

Occupancy Occupancy

FieldValueIRS element (for citing)
Total778715Total
Program Services778715ProgramServices

Travel Travel

FieldValueIRS element (for citing)
Total40175Total
Program Services5496ProgramServices
Management And General34679ManagementAndGeneral

Interest Interest

FieldValueIRS element (for citing)
Total2290706Total
Program Services2290706ProgramServices

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total1039159Total
Program Services1039159ProgramServices

Insurance Insurance

FieldValueIRS element (for citing)
Total291042Total
Management And General291042ManagementAndGeneral

Other Expenses OtherExpenses (5 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneral
Dietary and Kitchen704487704487
Repairs and Maintenance288345288345
Licenses, Taxes & Fees247560247560
Contract Services234013234013
Resident Expenses1948219482

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total61750Total
Program Services59214ProgramServices
Management And General2536ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total10819212Total
Program Services9344351ProgramServices
Management And General1474861ManagementAndGeneral
Fundraising0Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY641966BOY
EOY98488EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY3269BOY
EOY7581EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

FieldValueIRS element (for citing)
BOY28385BOY
EOY595523EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
BOY35494BOY
EOY45596EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY1391650BOY
EOY193732EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis33285557LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec14323694LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY17655699BOY
EOY18961863EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY3697063BOY
EOY3775551EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY23453526BOY
EOY23678334EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY860309BOY
EOY1504425EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY803091BOY
EOY692652EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

FieldValueIRS element (for citing)
BOY37367502BOY
EOY37412362EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

FieldValueIRS element (for citing)
BOY452933BOY
EOY82674EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY250751BOY
EOY1106546EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY39734586BOY
EOY40798659EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY-16424875BOY
EOY-17276126EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY143815BOY
EOY155801EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY-16281060BOY
EOY-17120325EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY23453526BOY
EOY23678334EOY
FieldValueIRS element (for citing)
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee1AuditCommittee
Financial Statement ConsolidatedXFinancialStatementConsolidated
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2XPubliclySupportedOrg509a2

Gifts Grants Contrib Received509 GiftsGrantsContribReceived509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years200050CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years395359CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years544209CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year595071CurrentTaxYearMinus1Year
Current Tax Year622316CurrentTaxYear
Total2357005Total

Gross Receipts From Admissions GrossReceiptsFromAdmissions

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years10706237CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years11263528CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years10164563CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year9463734CurrentTaxYearMinus1Year
Current Tax Year9275027CurrentTaxYear
Total50873089Total

Total509 Total509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years10906287CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years11658887CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years10708772CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year10058805CurrentTaxYearMinus1Year
Current Tax Year9897343CurrentTaxYear
Total53230094Total

Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons

FieldValueIRS element (for citing)
Total0Total

Amts From Subst Contributors AmtsFromSubstContributors

FieldValueIRS element (for citing)
Total0Total

Support From DQ Ps Etc SupportFromDQPsEtc

FieldValueIRS element (for citing)
Total0Total
FieldValueIRS element (for citing)
Public Support Total50953230094PublicSupportTotal509

Gross Investment Income509 GrossInvestmentIncome509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years106078CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years182179CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years147660CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year34506CurrentTaxYearMinus1Year
Current Tax Year6193CurrentTaxYear
Total476616Total

Investment Income And UBTI InvestmentIncomeAndUBTI

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years106078CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years182179CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years147660CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year34506CurrentTaxYearMinus1Year
Current Tax Year6193CurrentTaxYear
Total476616Total

Other Income509 OtherIncome509

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years13209CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years19798CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year10483CurrentTaxYearMinus1Year
Current Tax Year64425CurrentTaxYear
Total107915Total

Total Support Total TotalSupportTotal

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years11012365CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years11854275CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years10876230CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year10103794CurrentTaxYearMinus1Year
Current Tax Year9967961CurrentTaxYear
Total53814625Total
FieldValueIRS element (for citing)
Public Support Percentage5090.98910PublicSupportPercentage509
Prior Year Support Percentage0.98830PriorYearSupportPercentage
Investment Income Percentage0.00890InvestmentIncomePercentage
Prior Yr Invest Income Percentage0.01090PriorYrInvestIncomePercentage
Thirty Three Percnt Tests CY509XThirtyThreePercntTestsCY509

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Agent Trustee Etc1AgentTrusteeEtc
Beginning Balance6528BeginningBalance
Distributions During Year2083DistributionsDuringYear
Ending Balance4445EndingBalance
Included On FS0IncludedOnFS

Land Land

FieldValueIRS element (for citing)
Other Cost Or Other Basis1593268OtherCostOrOtherBasis
Book Value1593268BookValue

Buildings Buildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis24627776OtherCostOrOtherBasis
Depreciation9423184Depreciation
Book Value15204592BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis5510999OtherCostOrOtherBasis
Depreciation4157020Depreciation
Book Value1353979BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis1553514OtherCostOrOtherBasis
Depreciation743490Depreciation
Book Value810024BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings18961863TotalOfBookValueLandBuildings

Other Assets OtherAssets (5 entries)

DescriptionDescriptionBook ValueBookValue
Deferred Financing Costs739499
Split Interest Agreements265637
Debt Service Reserve Fund1462376
Bond Reserve Fund1305929
Other Assets2110
FieldValueIRS element (for citing)
Total Book Value Other Assets3775551TotalBookValueOtherAssets

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
DescriptionIntercompany LoansDescription
Amount$1,106,546Amount
FieldValueIRS element (for citing)
Total Of Amounts1106546TotalOfAmounts

Form990 Schedule D Part XIV Form990ScheduleDPartXIV

FieldValueIRS element (for citing)
IdentifierPart IV, Line 1b:Identifier
ExplanationThe 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

FieldValueIRS element (for citing)
Name Of Event1GalaNameOfEvent1
Gross Receipts Event168810GrossReceiptsEvent1
Gross Revenue Event168810GrossRevenueEvent1
Other Direct Expenses Event128546OtherDirectExpensesEvent1
Name Of Event2Festival of Jewish FoodNameOfEvent2
Gross Receipts Event225679GrossReceiptsEvent2
Gross Revenue Event225679GrossRevenueEvent2
Other Direct Expenses Event226941OtherDirectExpensesEvent2
Gross Receipts Total94489GrossReceiptsTotal
Gross Revenue Total Events94489GrossRevenueTotalEvents
Other Direct Expenses Total Events55487OtherDirectExpensesTotalEvents
Direct Expense Summary Events55487DirectExpenseSummaryEvents
Net Income Summary39002NetIncomeSummary

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeXCompensationCommittee
Compensation SurveyXCompensationSurvey
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance Payment0SeverancePayment
Supplemental Nonqual Retire Plan0SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org0CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs0CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org0CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs0CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments0AnyNonFixedPayments
Initial Contract Exception0InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1Darlene ArbeitBusinessNameLine1
FieldValueIRS element (for citing)
Base Compensation Filing Org167500BaseCompensationFilingOrg
Comp Based On Related Orgs0CompBasedOnRelatedOrgs
Bonus Filing Org0BonusFilingOrg
Bonus Related Orgs0BonusRelatedOrgs
Other Compensation Filing Org0OtherCompensationFilingOrg
Other Compensation Related Orgs0OtherCompensationRelatedOrgs
Deferred Comp Filing Org0DeferredCompFilingOrg
Deferred Comp Related Orgs0DeferredCompRelatedOrgs
Nontaxable Benefits Filing Org20600NontaxableBenefitsFilingOrg
Nontaxable Benefits Related Orgs0NontaxableBenefitsRelatedOrgs
Total Compensation Filing Org188100TotalCompensationFilingOrg
Total Compensation Related Orgs0TotalCompensationRelatedOrgs
Comp Report Prior990 Filing Org0CompReportPrior990FilingOrg
Comp Report Prior990 Related Orgs0CompReportPrior990RelatedOrgs

Schedule K IRS990ScheduleK

Form990 Schedule K Part I Form990ScheduleKPartI

Issuer Name IssuerName

FieldValueIRS element (for citing)
Business Name Line1Sarasota County Health Facilities AuthorityBusinessNameLine1
FieldValueIRS element (for citing)
Issuer EIN596000848IssuerEIN
CUSIP Number80329LBQ1CUSIPNumber
Date Issued2007-07-19DateIssued
Issue Price38420000IssuePrice
Description Of PurposeSee Schedule ODescriptionOfPurpose
Defeased0Defeased
On Behalf Of Issuer0OnBehalfOfIssuer

Form990 Schedule K Part II Form990ScheduleKPartII

FieldValueIRS element (for citing)
Total Proceeds37412361TotalProceeds
Amount In Reserve Fund2768307AmountInReserveFund
Issuance Costs From Proceeds833904IssuanceCostsFromProceeds
Working Capital Expenditures33210091WorkingCapitalExpenditures
Capital Expenditures600059CapitalExpenditures
Current Refunding1CurrentRefunding
Advance Refunding0AdvanceRefunding
Final Allocation Made1FinalAllocationMade
Adequate Books And Recds Maintaind1AdequateBooksAndRecdsMaintaind

Form990 Schedule K Part III Form990ScheduleKPartIII

FieldValueIRS element (for citing)
Owning Bond Financed Property0OwningBondFinancedProperty
Any Lease Arrangements0AnyLeaseArrangements
Mngment Cntrct Bond Financd Prprty0MngmentCntrctBondFinancdPrprty
Any Research Agreements0AnyResearchAgreements
Bond Counsel Routinely Engaged0BondCounselRoutinelyEngaged
Prcntge Prvt Business Use By Others0.00000PrcntgePrvtBusinessUseByOthers
Percentage Of Prvt Business Re UBI0.00000PercentageOfPrvtBusinessReUBI
Total Private Business Use0.00000TotalPrivateBusinessUse
Post Issuance Compliance Procdrs1PostIssuanceComplianceProcdrs

Form990 Schedule K Part IV Form990ScheduleKPartIV

FieldValueIRS element (for citing)
Form8038 T Filed0Form8038TFiled
Variable Rate Issue0VariableRateIssue
Hedge Identified In Books And Recds0HedgeIdentifiedInBooksAndRecds
Gross Proceeds Invested In GIC0GrossProceedsInvestedInGIC
Gross Proceeds Invested0GrossProceedsInvested
Exception To Rebate0ExceptionToRebate

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (7 entries)

IdentifierIdentifierExplanationExplanationReturn ReferenceReturnReference
Form 990, Part VI, Section B, line 11Form 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.
Form 990, Part VI, Section B, line 12cThe 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 15aThe 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 C, line 19The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.
Form 990, Part XI, Line 2cThe 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.Oversight of Audit and Selection of Independent Accountant
Form 990, Schedule K, Part I, Row A, Columns C & EThe 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 In the bond documents and in the audited financial statements, these bonds are being accounted for on a combined basis and have been reported on Schedule K in the same manner.Series 2007 Bonds:
Form 990, Schedule K, Part I, Row A, Column FTo 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.Purpose of Bond Issuance

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII

Name Of Disregarded Entity NameOfDisregardedEntity

FieldValueIRS element (for citing)
Business Name Line1Jewish Housing Council Foundation IncBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line11951 North Honore AvenueAddressLine1
CitySarasotaCity
StateFLState
ZIP Code34235ZIPCode
FieldValueIRS element (for citing)
EIN200910348EIN
Primary ActivitiesProvide financial support to this organizationPrimaryActivities
Legal Domicile StateFLLegalDomicileState
Exempt Code Section501(c)(3)ExemptCodeSection
Public Charity Status509(a)(3), Type IPublicCharityStatus
Direct Controlling Entity NAN/ADirectControllingEntityNA
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org0GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org1GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org1LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org1LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs0RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs0RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs0PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs0PerformOfServicesByOtherOrgs
Sharing Of Facilities0SharingOfFacilities
Sharing Of Paid Employees0SharingOfPaidEmployees
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrg
Other Transfer To Other Org0OtherTransferToOtherOrg
Other Transfer From Other Org0OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (3 entries)

Transaction TypeTransactionTypeAmount InvolvedAmountInvolved
Jewish Housing Council Foundation Inc
C581062
Jewish Housing Council Foundation Inc
D595523
Jewish Housing Council Foundation Inc
E576103

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