2025-03-11T10:08:39-05:00 2024-06-30 591753337 KERKERING BARBERIO & CO PO BOX 49348 SARASOTA FL 342306348 990 2023-07-01 650091025 SARASOTA-MANATEE JEWISH HOUSING COUNCIL INC SARA 9413770781 1951 HONORE AVENUE SARASOTA FL 34235 JAY SOLOMON PRESIDENT/CEO 9413654617 2025-02-25 1 1 REBECCA U STONER P00585910 9413654617 2023 2025-03-06 01:10:19Z AVIVA SENIOR LIVING JAY SOLOMON 1951 HONORE AVENUE SARASOTA FL 34235 21421249 0 X WWW.AVIVASENIORLIFE.ORG X 1988 FL THE ORGANIZATION FOSTERS AND PROMOTES DEVELOPMENT OF HOUSING AND RELATED SERVICES TO MEET THE NEEDS OF SENIOR ADULTS. 13 13 235 108 0 0 631309 1480238 17772389 19438464 93558 174457 55359 247627 18552615 21340786 0 0 0 0 7799585 7977882 0 0 641577 12605258 13144616 20404843 21122498 -1852228 218288 24113521 22987697 37363265 36010871 -13249744 -13023174 AVIVA IS A NOT-FOR-PROFIT ORGANIZATION OFFERING A FULL CONTINUUM OF RETIREMENT RENTAL OPTIONS - FROM INDEPENDENT LIVING TO ADVANCED CARE SERVICES THAT PROVIDE SECURITY, WELLNESS, INTELLECTUAL AND SPIRITUAL FULFILLMENT. 0 0 13107291 0 19544429 THE ORGANIZATION OPERATES KOBERNICK HOUSE, AN INDEPENDENT LIVING RETIREMENT COMMUNITY WHICH CONSISTS OF 190 RENTAL APARTMENT UNITS FOR THE ELDERLY, ANCHIN PAVILION WHICH CONSISTS OF A 70-BED ASSISTED LIVING & MEMORY CARE FACILITY, AND BENDERSON FAMILY SKILLED NURSING AND REHABILITATION WHICH CONSISTS OF 45 SKILLED NURSING BEDS. THE CAMPUS HAS COMMON AREAS OF DINING AND ACTIVITIES AREAS. ANCHIN PAVILION IS AVAILABLE TO RESIDENTS TRANSFERRING FROM 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 AN EVEN HIGHER LEVEL OF CARE, AS WELL AS RESIDENTS FROM THE COMMUNITY. 13107291 1 1 0 1 0 0 0 0 1 0 1 0 0 1 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 66 0 1 235 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 FL X KERKERING BARBERIO & CO 9413654617 1990 MAIN ST STE 801 SARASOTA FL 34236 SHEILA BIRNBAUM TRUSTEE 1.00 X 0 0 0 FRAN BRAVERMAN TRUSTEE 1.00 X 0 0 0 DEBORAH BRESLOF TRUSTEE 1.00 X 0 0 0 MEREDITH DROPKIN TRUSTEE 1.00 X 0 0 0 MARC KANOFF TRUSTEE 1.00 X 0 0 0 JERRY LAZAR TRUSTEE 1.00 X 0 0 0 HENRY MASON TRUSTEE 1.00 X 0 0 0 MICHAEL RICHKER TRUSTEE 1.00 X 0 0 0 SETH ROSENBERG TRUSTEE 1.00 X 0 0 0 KENNETH STOCK TRUSTEE EMERITUS 1.00 X 0 0 0 MARC LAZARUS CHAIRMAN 5.00 X X 0 0 0 MEL TAUB VICE CHAIR 5.00 X X 0 0 0 ERIC FOX SECRETARY 5.00 X X 0 0 0 GORDON METSKY TREASURER THRU MAY 2024 5.00 X X 0 0 0 JAY SOLOMON PRESIDENT/CEO 40.00 X 234046 0 54197 MARILYN JEAN KRAMER COO 40.00 X 129013 0 5341 TERESA MARTIN VP HEALTHCARE SERVICES 40.00 X 143928 0 6970 KAREN ZELDEN CDO THRU MARCH 2024 40.00 X 113603 0 14137 CAROLE SUZANNE HUDSON-SMITH CDO EFF> APRIL 2024 40.00 X 0 0 0 DUSTIN SCHULER DIRECTOR OF NURSING 40.00 X 108052 0 17366 STACIE PLANTE DIRECTOR OF FINANCE 40.00 X 120872 0 16728 849514 0 114739 6 0 1 0 FLIK INTERNATIONAL CORP PO BOX 417632 BOSTON MA 02241 FOOD SERVICE DEPARTMENT CONTRACT 3288751 TANDEM SENIOR LIVING 1552-A UNION ROAD GASTONIA NC 28054 CONTRACTED MARKETING DEPARTMENT 747442 QUALITY CARE REHABILITATION INC 8477 S SUNCOAST BOULEVARD HOMOSASSA FL 34446 CONTRACTED THERAPY - PT, OT, ST 653163 SHIFTKEY LLC PO BOX 735913 DALLAS TX 75373 CONTRACTED NURSE AGENCY - RN, LPN, CAN 263700 PHARMERICA PO BOX 409251 ATLANTA GA 30384 CONTRACTED PHARMACY 173488 6 161337 1318901 1480238 RENTAL INCOME 531110 12777649 12777649 PATIENT SERVICE INCOME 623110 6287815 6287815 GUEST SERVICES INCOME 623990 282000 282000 REFURBISHING FEES 623990 91000 91000 19438464 160457 160457 14000 0 14000 14000 14000 222125 161337 80463 141662 141662 MISCELLANEOUS 900099 105965 105965 105965 21340786 19544429 0 316119 X 533601 426162 107439 6269715 4949320 1267819 52576 99061 99061 573198 573198 502307 377951 123891 465 155194 155194 146766 146766 19000 19000 4259173 3089913 730788 438472 63794 9273 44199 10322 271093 195028 75229 836 14975 14975 1168729 65208 1103521 99216 1748 97468 1580220 1554327 25893 1658152 1658152 899728 61135 838593 RESIDENT EXPENSES 1090944 959425 131519 FOOD & DINING 1052307 1021667 30640 REPAIR & MAINTENANCE 504830 240603 264227 WORKERS COMPENSATION 69573 69450 123 90922 37470 52748 704 21122498 13107291 7373630 641577 2169467 1324743 1391367 1564658 648159 917452 54856 78579 676849 455198 43565043 29298102 14976763 14266941 4196060 4380126 24113521 22987697 2492548 2026096 2704670 2556856 32155398 31426267 10649 1652 37363265 36010871 X -13588787 -13370499 339043 347325 -13249744 -13023174 24113521 22987697 X 218288 8282 X X 0 1 X 1 1 1 X 2563512 1423941 1221003 713186 1480238 7401880 17727455 16373289 17515773 17772389 19660589 89049495 20290967 17797230 18736776 18485575 21140827 96451375 0 0 0 96451375 57761 22094 1498 93558 160457 335368 57761 22094 1498 93558 160457 335368 55113 40777 18036 69651 105965 289542 20403841 17860101 18756310 18648784 21407249 97076285 0.99360 0.99450 0.00350 0.00240 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 19000 0 0 19000 0 PART II-B, LINE 1: LOBBYING ACTIVITIES INCLUDE: EDUCATING STATE LEGISLATORS ON THE SAFETY AND SECURITY CHALLENGES FACING THE ORGANIZATION, ADVOCATING FOR FUNDING TO HELP SECURE THE CAMPUS AND KEEP THE RESIDENTS, STAFF AND VISITORS SAFE, MONITORING LEGISLATION AS IT MAY IMPACT THE ORGANIZATION. 1 2379 2383 3119 1643 0 1593268 1593268 32822750 22079897 10742853 804361 541313 263048 8344664 6676892 1667772 14266941 SPLIT INTEREST AGREEMENTS 244193 DEBT SERVICE RESERVE FUND 2326654 BOND RESERVE FUND (P&I, CAP) 1809279 4380126 X 21429535 8282 8282 21421253 -80467 -80467 21340786 21202965 80463 80463 21122502 -4 -4 21122498 PART IV, LINE 1B: THE ORGANIZATION MAINTAINS TRUST ACCOUNTS ON BEHALF OF THE RESIDENTS OF ANCHIN PAVILION AND BENDERSON. 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. PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM INCOME TAXES ON INCOME FROM RELATED ACTIVITIES UNDER SECTION 501(C) (3) OF THE U.S. INTERNAL REVENUE CODE AND CORRESPONDING STATE TAX LAW. ACCORDINGLY, NO PROVISION HAS BEEN MADE FOR FEDERAL OR STATE INCOME TAXES. CURRENT ACCOUNTING STANDARDS REQUIRE THE ORGANIZATION TO DISCLOSE THE AMOUNT OF POTENTIAL BENEFIT OR OBLIGATION TO BE REALIZED AS A RESULT OF AN EXAMINATION PERFORMED BY A TAXING AUTHORITY. FOR THE YEARS ENDED JUNE 30, 2024 AND 2023, MANAGEMENT HAS DETERMINED THAT THE ORGANIZATION DOES NOT HAVE ANY TAX POSITIONS THAT RESULT IN ANY UNCERTAINTIES REGARDING THE POSSIBLE IMPACT ON THE ORGANIZATION'S FINANCIAL STATEMENTS. THE UNCERTAIN TAX POSITIONS ARE NOT EXPECTED TO CHANGE IN THE NEXT 12 MONTHS. THE ORGANIZATION RECOGNIZES INTEREST AND PENALTIES RELATED TO THE UNRECOGNIZED TAX BENEFITS IN INTEREST AND INCOME TAXES, RESPECTIVELY. THE ORGANIZATION HAS NO AMOUNTS ACCRUED FOR INTEREST OR PENALTIES AS OF JUNE 30, 2024 AND 2023. THE ORGANIZATION HAS TAX RETURNS OPEN FOR FEDERAL AND STATE PURPOSES FOR YEARS ENDED JUNE 30, 2019 AND AFTER. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN BENEFICIAL INTEREST IN TRUSTS 8,282. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES -80,463. ROUNDING -4. PART XII, LINE 2D - OTHER ADJUSTMENTS: MARCH EVENT EXPENSES 80,463. PART XII, LINE 4B - OTHER ADJUSTMENTS: ROUNDING -4. KEEP THE DREAM ALIVE 243199 88465 154734 414 8334 20360 700 6017 8 OVER 80 140263 72872 67391 672 9920 22705 3595 7746 383462 161337 222125 1086 18254 43065 4295 13763 80463 141662 X X X 0 0 0 0 0 0 0 0 0 JAY SOLOMON PRESIDENT/CEO 234046 0 0 0 0 0 9578 0 44619 0 288243 0 0 0 TERESA MARTIN VP HEALTHCARE SERVICES 143928 0 0 0 0 0 5757 0 1213 0 150898 0 0 0 A CAPITAL TRUST AGENCY 593591394 14054TAJ1 2017-12-28 36159100 REFUND ALL SAR CO HLTH FAC AUTH HLTH CARE FACILITIES REV BOND SERIES 2017 0 0 0 A 720000 36159100 2317000 723182 33119168 2017 1 0 1 1 A 0 0 0 0 0 0 1 A 0 1 0 0 0 0 0 0 1 A 1 FORM 990, PART I, LINE 6 VOLUNTEERS VOLUNTEERS MEET NEW FRIENDS AND MAKE POSITIVE DIFFERENCES IN THE LIVES OF THE ORGANIZATION'S RESIDENTS, THEIR FAMILIES, STAFF AND FELLOW VOLUNTEERS. THEY DO THIS THROUGH RESIDENT SUPPORT AS A COMPASSIONATE COMPANION, GARDENING IN THE MEMORY GARDEN, VOLUNTEERING AS A SHABBAT SERVICE HELPER, AS AN ACTIVITIES ASSISTANT, AS A GREETER, OR AS A SPECIAL EVENT VOLUNTEER. FORM 990, PART VI, SECTION A, LINE 1A THERE SHALL BE AN EXECUTIVE COMMITTEE CONSISTING OF THE ELECTED OFFICERS, THE IMMEDIATE PAST PRESIDENT OF THE BOARD OF TRUSTEES, THE CHAIR OF THE FINANCE COMMITTEE AND THE CHAIR OF THE NOMINATING COMMITTEE. THE EXECUTIVE COMMITTEE MAY OPERATE AS A SUBSTITUTE FOR THE BOARD AS MAY BE NEEDED AND AS AUTHORIZED BY THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS FIRST REVIEWED BY THE CFO, THEN REVIEWED AND APPROVED BY THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS AND FINALLY REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS BEFORE IT IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S BOARD 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 IS REPORTED, A REVIEW WOULD BE PERFORMED BY THE BOARD. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE DETERMINES THE COMPENSATION AND BENEFITS OF THE CHIEF EXECUTIVE OFFICER AFTER UTILIZING COMPARABILITY SURVEYS AS WELL AS A THROUGH REVIEW OF THE CHIEF EXECUTIVE OFFICER'S PREVIOUSLY ESTABLISHED ANNUAL PERFORMANCE OBJECTIVES. THE EXECUTIVE COMMITTEE IS INDEPENDENT WITH RESPECT TO THE COMPENSATION ARRANGEMENT BEING CONSIDERED. 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. FORM 990, PART IX, LINE 11G CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 3,089,913. MANAGEMENT AND GENERAL EXPENSES 730,788. FUNDRAISING EXPENSES 438,472. TOTAL EXPENSES 4,259,173. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST IN TRUSTS 8,282. FORM 990, PART XII, LINE 2C AUDIT REVIEW PROCESS THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS IS RESPONSIBLE FOR THE SELECTION, MONITORING AND EVALUATION OF THE INDEPENDENT AUDIT FIRM AND OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS. AFTER ITS EVALUATION, THE FINANCE COMMITTEE RECOMMENDS THE APPROVAL OF THE INDEPENDENT AUDIT FIRM TO THE BOARD OF DIRECTORS, WHO THEN VOTE TO APPROVE THE RECOMMENDED AUDITORS. THERE WAS NO CHANGE IN THE PROCESS FROM PRIOR YEAR.