2022-03-03T15:36:48-06:00 2021-06-30 591753337 KERKERING BARBERIO & CO PO BOX 49348 SARASOTA FL 342306348 990 2020-07-01 650091025 SARASOTA-MANATEE JEWISH HOUSING COUNCIL INC SARA 9413770781 1951 HONORE AVENUE SARASOTA FL 34235 PATRICIA ENTSMINGER CFO 9413654617 2022-02-07 1 PATRICIA ENTSMINGER 999009999 REBECCA U STONER P00585910 9413654617 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z AVIVA - A CAMPUS FOR SENIOR LIFE PATRICIA ENTSMINGER 1951 HONORE AVENUE SARASOTA FL 34235 17860101 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. 16 16 294 10 0 0 2516183 1423941 17727655 16373289 85972 1324 35476 40777 20365286 17839331 0 0 0 0 8477316 8134034 0 0 122862 9726427 10117690 18203743 18251724 2161543 -412393 27911399 26592883 37969092 36995128 -10057693 -10402245 THE ORGANIZATION FOSTERS AND PROMOTES DEVELOPMENT OF HOUSING AND RELATED SERVICES TO MEET THE NEEDS OF SENIOR ADULTS. 0 0 12502879 16414066 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. 12502879 1 1 0 0 0 0 0 0 1 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 63 0 1 294 1 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 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 JUDYE GOLDBLATT TRUSTEE 1.00 X 0 0 0 MEL TAUB TRUSTEE 1.00 X 0 0 0 ISABEL BECKER TRUSTEE 1.00 X 0 0 0 SHEILA BIRNBAUM TRUSTEE 1.00 X 0 0 0 DEBORAH BRESLOF TRUSTEE 1.00 X 0 0 0 JUDY FOX TRUSTEE 1.00 X 0 0 0 BOB ISRAELOFF 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 HAL MUNTER TRUSTEE 1.00 X 0 0 0 KENNETH STOCK TRUSTEE EMERITUS 1.00 X 0 0 0 NORMAN COHEN IMM. PAST CHAIRMAN 1.00 X 0 0 0 MARC LAZARUS CHAIRMAN 5.00 X X 0 0 0 RON PALER VICE CHAIR 5.00 X X 0 0 0 SETH ROSENBERG SECRETARY 5.00 X X 0 0 0 GORDON METSKY TREASURER 5.00 X X 0 0 0 JAY SOLOMON PRESIDENT/CEO 40.00 X 220314 0 30402 MARILYN JEAN KRAMER COO 40.00 X 161135 0 26902 TERESA MARTIN VP HEALTHCARE SERVICES 40.00 X 133126 0 6132 ANN LOGAN CHIEF DEVELOPMENT OFFICER 40.00 X 81538 0 764 DUSTIN SCHULER DIRECTOR OF NURSING 40.00 X 105938 0 13709 STACIE STEVENS DIRECTOR OF FINANCE 40.00 X 106407 0 24418 808458 0 102327 5 0 1 0 MORRISON MANAGEMENT SPECIALISTS INC 400 NORTHRIDGE RD SANDY SPRINGS GA 30350 FOOD SERVICE DEPARTMENT CONTRACT 972563 SELECT REHABILITATION LLC PO BOX 71985 CHICAGO IL 60694 CONTRACT REHABILITATION SVC 476786 ECOSAVE INC 4000 S 26TH ST SUITE 100 PHILADELPHIA PA 19112 ENERGY PERFORMANCE CONTRACTS 197960 OTIS ELEVATOR COMPANY PO BOX 73579 CHICAGO IL 606737579 ELEVATOR MAINTENANCE & NEW ELEVATOR INST 154786 WESTMINSTER PHARMACY SERVICES 7703 KINGSPOINTE PKWY SUITE 500 ORLANDO FL 32819 PHARMACY SERVICES 147323 7 789269 634672 1423941 RENTAL INCOME 531110 11306847 11306847 PATIENT SERVICE INCOME 623110 4701278 4701278 GUEST SERVICES INCOME 623990 236817 236817 REFURBISHING FEES 623990 128347 128347 16373289 22094 22094 20770 -20770 -20770 -20770 MISCELLANEOUS 900099 40777 40777 40777 17839331 16414066 0 1324 656334 544638 111696 6375275 6375275 93129 93129 489318 489318 519978 519978 38099 38099 156772 156772 1807399 1404833 402566 187461 179217 597 7647 366638 298219 68419 13620 13620 986630 612912 373718 814 607 207 1655460 1655460 1525443 1525443 628323 628323 FOOD & DINING 1023579 1023579 RESIDENT EXPENSES 765876 544127 221749 REPAIR & MAINTENANCE 500255 273579 226676 WORKERS COMPENSATION 125005 125005 336316 18463 314334 3519 18251724 12502879 5625983 122862 4456926 3366617 1536906 1804906 347612 437467 60620 65523 558971 651462 40524328 24405101 16778242 16119227 4172122 4147681 27911399 26592883 2308483 1870202 1219888 1429849 34192794 33538662 50005 37662 197922 118753 37969092 36995128 X -10307651 -10711816 249958 309571 -10057693 -10402245 27911399 26592883 X -412393 67841 X X 0 1 X 1 0 X 300075 1262153 1467849 2563512 1423941 7017530 16621163 17310457 17689561 17727455 16373289 85721925 16921238 18572610 19157410 20290967 17797230 92739455 0 0 0 92739455 4687 41546 53080 57761 22094 179168 4687 41546 53080 57761 22094 179168 160133 35944 115277 55113 40777 407244 17086058 18650100 19325767 20403841 17860101 93325867 0.99370 0.99320 0.00190 0.00170 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 8000 12251 11146 9105 0 1593268 1593268 30834005 18197544 12636461 614310 456007 158303 7187054 5751550 1435504 295691 295691 16119227 SPLIT INTEREST AGREEMENTS 307439 DEBT SERVICE RESERVE FUND 2316819 BOND RESERVE FUND (P&I, CAP) 1523423 4147681 AHCA LIABILITY 118753 118753 X 17907172 67841 67841 17839331 0 17839331 18251724 0 18251724 0 18251724 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 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, 2021 AND 2020, 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, 2021 AND 2020. THE ORGANIZATION HAS TAX RETURNS OPEN FOR FEDERAL AND STATE AUDIT PURPOSES FOR YEARS ENDED JUNE 30, 2017 AND AFTER. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF BENEFICIAL INTEREST IN TRUSTS 67,841. X X X 0 0 0 0 0 0 0 0 0 JAY SOLOMON PRESIDENT/CEO 217814 0 2500 0 0 0 8882 0 21520 0 250716 0 0 0 MARILYN JEAN KRAMER COO 159885 0 1250 0 0 0 6222 0 20680 0 188037 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 2007 0 0 0 A 645000 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 MATTHEW SOLOMON SON OF CEO 55326 EMPLOYEE WAGES 0 SCHEDULE L, PART IV MATTHEW SOLOMON RECEIVED $55,326 IN EMPLOYEE WAGES DURING THE TAX YEAR. HE IS THE SON OF JAY SOLOMON, CEO. 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 1 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 B, LINE 15B THE COMPENSATION OF THE CFO IS REVIEWED AND DETERMINED BY THE CEO USING COMPARABILITY INFORMATION AND IS DOCUMENTED IN THE EMPLOYEE FILE. 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 XI, LINE 9: CHANGE IN BENEFICIAL INTEREST IN TRUSTS 67,841. 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.