2011-02-09T13:47:20-06:00 2010-06-30 WIPFLI LLP 10000 INNOVATION DRIVE SUITE 250 MILWAUKEE WI 532264837 990 2009-07-01 390813421 Jewish Home and Care Center Inc JEWI 4142778815 1414 North Prospect Avenue Milwaukee WI 532023018 Gail Boerema 4142778815 2011-02-09 1 JAY ADKISSON 4144319300 2011-02-08 2009 2016-02-24 21:20:13Z Gail Boerema 1414 North Prospect Avenue Milwaukee WI 532023018 14777625 0 X Jewishseniorliving.org X 1906 WI Health Care Provider 29 29 411 106 0 0 847000 783107 13270807 13985735 11915 8783 0 14129722 14777625 0 0 7717289 9402896 0 0 5653023 5945046 13370312 15347942 759410 -570317 32015317 33056974 18645051 20123147 13370266 12933827 TO PROVIDE NURSING, SOCIAL, PHYSICAL THERAPY, OCCUPATIONAL THERAPY, SPEECH THERAPY, AND RELIGIOUS ACTIVITIES FOR RESIDENTS. 0 0 13371623 13985735 The Jewish Home and Care Center provides nursing, social, physical therapy, occupational therapy, speech therapy, and religious activities for 160 residents. 13371623 1 1 0 0 0 0 0 0 0 1 1 0 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 0 0 0 1 411 1 0 0 0 0 0 0 0 0 0 29 29 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 1 1 0 0 WI X GAIL BOEREMA 4142778815 1414 North Prospect Avenue Milwaukee WI 53202 Dan Chudnow 1.00 X X 0 0 0 Joshua Gimbel 1.00 X X 0 0 0 William Mayer 1.00 X X 0 0 0 Arleen Peltz 1.00 X X 0 0 0 Larry Appel 1.00 X 0 0 0 Jack Beck 1.00 X 0 0 0 Judy Coran 1.00 X 0 0 0 Mark Garber 1.00 X 0 0 0 Jan-Marie Gendlin 1.00 X 0 0 0 Peggy Glaser 1.00 X 0 0 0 Mark Goldstein 1.00 X 0 0 0 Eileen Graves 1.00 X 0 0 0 Rachelle Hart 1.00 X 0 0 0 Sandra Hersh 1.00 X 0 0 0 Phil Himmelfarb 1.00 X 0 0 0 Robin Irwin 1.00 X 0 0 0 Mike Joseph 1.00 X 0 0 0 Karen Katz-Peck 1.00 X 0 0 0 Cindy Katzoff 1.00 X 0 0 0 Bill Komisar 1.00 X 0 0 0 Toba Kramer 1.00 X 0 0 0 Daniel Lee 1.00 X 0 0 0 Jeanette Peckerman 1.00 X 0 0 0 Rick Rakita 1.00 X 0 0 0 David Smulyan 1.00 X 0 0 0 Leo Soroka 1.00 X 0 0 0 Debbie Slater 1.00 X 0 0 0 Kenneth Stein 1.00 X 0 0 0 David Werner 1.00 X 0 0 0 Gail Boerema 40.00 X 132221 0 1149 Mina Tepper 50.00 X 219014 0 1149 Nita Corre 50.00 X 154499 0 1149 Elaine Dyer 40.00 X 113203 0 1082 618937 0 4529 4 0 1 0 RehabCare Group Inc PO Box 503534 St Louis MO 631503534 Therapy services 897400 1 783107 783107 Daily Resident Care 623000 13005009 13005009 Other Resident Revenue 623000 980726 980726 13985735 8783 8783 14777625 13985735 0 8783 623465 114285 509180 7244003 6604265 639738 75017 64062 10955 775611 662345 113266 684800 584796 100004 23875 23875 20484 20484 44089 44089 1491436 1401192 90244 129095 129095 477282 426715 50567 690 690 9558 9558 574868 574868 1343245 1321963 21282 126473 126473 Contract Services 1265573 1218237 47336 WI Provider Tax 288000 288000 Bad Debts 105768 105768 Dues, fees, and subscri 24904 5127 19777 Miscellaneous Expenses 19706 19706 15347942 13371623 1976319 0 223389 229785 1055640 1453173 145308 30407 194871 122621 33279732 9562000 23843414 23717732 6070901 7054629 481794 448627 32015317 33056974 1075228 1742832 15000000 15044755 505280 422020 2064543 2913540 18645051 20123147 X 8393606 7171455 4626660 5412372 350000 350000 13370266 12933827 32015317 33056974 X 0 1 1 X 0 X 488425 2323028 800000 847000 783107 5241560 11300028 10647488 9705142 13275822 13985735 58914215 11788453 12970516 10505142 14122822 14768842 64155775 0 0 0 64155775 30076 15824 30297 11915 8783 96895 30076 15824 30297 11915 8783 96895 11818529 12986340 10535439 14134737 14777625 64252670 0.99850 0.99690 0.00150 0.00310 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1222753 1222753 25901983 4463021 21438962 6154996 5098979 1056017 23717732 Investments - publicly traded securities 1292257 F Investments - Other Securities 5762372 F 7054629 Deferred compensation 1264122 Interest rate swap agreement 1649418 2913540 14777625 15347942 -570317 4814 129064 133878 -436439 14777625 0 14777625 0 14777625 15347942 0 15347942 0 15347942 Part X: Description of Uncertain Tax Positions Under FIN 48: In order to account for any uncertain tax positions, the Home determines whether it is more likely than not that a tax position will be sustained upon examination on the technical merits of the position assuming the taxing authority has full knowledge of all information. If the tax position does not meet the more likely than not recognition threshold, the benefit of that position is not recognized in the financial statements. The Home recorded no assets or liabilities for uncertain tax positions in 2010 or 2009. Federal tax returns for the years ended June 30, 2009, 2008 and 2007, remain subject to examination by the Internal Revenue Service. Part XI, Line 8 - Other Adjustments: Change in fair value of interest rate swap agreement: -656648. Change in interest in Jewish Home & Care Center & Jewish Comm Foundations: 785712. 0 0 0 0 0 0 0 0 0 Mina Tepper 213268 0 0 0 5746 0 0 0 1149 0 220163 0 0 0 Nita Corre 149999 0 0 0 4500 0 0 0 1149 0 155648 0 0 0 WHEFA Adjustable Rate Demand Revenue Bonds Series 2006 391337855 97710VC55 2006-03-16 15000000 Remodeling Facility 0 0 15000000 211729 14788271 2006 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 Form 990, Part VI, Section B, line 11 The Form 990 is reviewed by the Chief Financial Officer prior to filing. Form 990, Part VI, Section B, line 15a Human Resources performs market studies along with annual merit increases. Form 990, Part VI, Section C, line 19 Governing documents, conflict of interest policies, and financial statements are made available to the public upon specific request by interested parites. Jewish Home and Care Center Foundation 1414 North Prospect Avenue Milwaukee WI 53202 391555857 Foundation WI 501(c)(3) Line 7 N/A Prospect congregate housing 1400 North Prospect Avenue Milwaukee WI 53202 391631640 Senior housing WI 501(c)(3) Line 9 N/A Mequon Jewish Campus 10995 N Market Street Mequon WI 53092 481269083 Health Care/Senior Housing WI 501(c)(3) Line 9 N/A 0 0 1 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 Jewish Home and Care Center Foundation C 783107 Jewish Home and Care Center Foundation E 15417010 Jewish Home and Care Center Foundation K 199236 Prospect Congregate Housing K 245040 Mequon Jewish Campus K 216972