2018-11-15T15:23:14-06:00 2017-12-31 860683059 BEACHFLEISCHMAN PC 1985 E RIVER ROAD SUITE 201 TUCSON AZ 85718 990 2017-01-01 860626077 HANDMAKER JEWISH SERVICES FOR THE AGING HAND 5208812323 2221 N ROSEMONT BOULEVARD TUCSON AZ 85712 MICHELLE KROEGER CFO 5208812323 2018-11-15 1 KAREN K MCCLOSKEY CPA P00099644 5203214600 2018-11-14 64.128.200.66 2018-11-14 16:49:46 US P 100786DC4CA6AC734CEB2D953EA696EF9CD62243 380B27679A7D7E2E4B9330F00CA1B0F3B1C1F058 2017 2019-02-21 02:37:17Z ARTHUR MARTIN 2221 N ROSEMONT BOULEVARD TUCSON AZ 85712 14930432 0 X WWW.HANDMAKER.COM X 1988 AZ HANDMAKER JEWISH SERVICES FOR THE AGING IS A VIABLE MODEL OF EXCELLENCE IN ITS MARKET, DEDICATED TO SERVING THE JEWISH COMMUNITY AS WELL AS THE BROADER COMMUNITY. IT IS A HIGHLY SOUGHT AFTER, NON-SECTARIAN, PREMIER PROVIDER OF A STABLE, SECURE, CONTINUUM OF CARE WHICH INCLUDES POST-HOSPITAL, LONG TERM, AND DEMENTIA SKILLED NURSING CARE, INDEPENDENT AND ASSISTED LIVING, DEMENTIA, DEVELOPMENTALLY DISABLED, AND MEDICALLY FRAIL ADULT DAY CARE, AS WELL AS OTHER SERVICES CONSISTENT WITH OUR MISSION. WE SERVE OLDER ADULTS AND THOSE EXPERIENCING CHALLENGES TO INDEPENDENT LIVING FROM ALL CULTURES, ETHNICITIES AND COMMUNITIES. ITS CUSTOMER FOCUS, STATE OF THE ART SERVICES AND FACILITIES MAKE IT A NOURISHING PLACE TO LIVE, LEARN AND GROW. 13 13 375 68 0 0 386945 959344 13454846 13310578 9741 27496 859943 632432 14711475 14929850 0 0 0 0 7677098 7527905 0 0 34500 7296208 7423014 14973306 14950919 -261831 -21069 20803336 19785305 15579455 14512239 5223881 5273066 X HANDMAKER JEWISH SERVICES FOR THE AGING SERVES OLDER ADULTS, THOSE EXPERIENCING CHALLENGES TO INDEPENDENT LIVING, AND OTHER STAKEHOLDERS, IN A STABLE CULTURE OF CARING TO PROVIDE HIGH QUALITY CHOICES THROUGHOUT THEIR LIVES. IN ACHIEVING THIS GOAL, HANDMAKER JEWISH SERVICES FOR THE AGING IS GUIDED BY THE JEWISH VALUES OF TIKKUN OLAM (REPAIRING THE WORLD), TZEDAKAH (JUST AND CHARITABLE DEEDS) AND CHESED (LOVING KINDNESS). 0 0 7303028 8867540 SKILLED NURSING FACILITY & LONG TERM CARE 2665103 4025456 ASSISTED LIVING 2142176 SUPPORT SERVICES 784853 1050014 INDEPENDENT LIVING & COMMUNITY PROGRAMS 784853 1050014 12895160 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 1 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 1 1 1 1 0 0 1 86 0 1 375 1 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 AZ X MICHELLE KROEGER CFO 5208812323 2221 N ROSEMONT BOULEVARD TUCSON AZ 85712 ROGER COHN DIRECTOR 2.00 X 0 0 0 BRENT DAVIS DIRECTOR 2.00 1.00 X 0 0 0 ROSIE EILAT-KAHN DIRECTOR 2.00 1.00 X 0 0 0 ANGIE GOORMAN DIRECTOR 2.00 X 0 0 0 RUSSELL KRONE DIRECTOR 2.00 X 0 0 0 MIKE BERNSTEIN DIRECTOR 2.00 X 0 0 0 DAVID SHEINBEIN MD DIRECTOR 2.00 X 0 0 0 JEFF WORTZEL DIRECTOR 2.00 X 0 0 0 PHIL BREGMAN CHAIR 2.00 1.00 X X 0 0 0 TERRY PERL IMMEDIATE PAST CHAIR 2.00 1.00 X X 0 0 0 ERIC RUDNER VICE CHAIR 2.00 X X 0 0 0 MYLES BECK TREASURER 2.00 X X 0 0 0 ALLISON WEXLER SECRETARY 2.00 X X 0 0 0 ARTHUR MARTIN CEO 55.00 1.00 X 222000 0 30249 MICHELLE D KROEGER CFO 40.00 X 100751 0 11566 GARY LOCHOWITZ DIRECTOR OF OPS 55.00 X 108186 0 10921 430937 0 52736 3 0 1 0 INDEPENDENCE REHAB 5314 N RIVER RUN DR SUITE 140 PROVO UT 84604 REHAB SERVICES 1201386 SYSCO PO BOX 23430 PHOENIX AZ 85063 FOOD SUPPLIER 1060013 SPECTRUM PHARMACY 5538 W DUNCAN DR LAS VEGAS NV 89130 PHARMACY SUPPLIES 392192 MCKESSON PO BOX 630693 CINCINNATI OH 45263 MEDICAL SUPPLIES 136395 SIMPLYBITS 5225 N SABINO CANYON RD TUCSON AZ 85750 IT CONSULTING/MONITORING/EQUIP 113300 5 98883 88531 771930 959344 PRIVATE 623990 4689669 4689669 MANAGED CARE 623990 2628767 2628767 ALTCS/MEDICARE 623990 2495748 2495748 MEDICARE A 623990 2494426 2494426 SANDRUBY 623990 653533 653533 348435 348435 13310578 18258 18258 430752 0 430752 430752 430752 9820 582 9238 9238 9238 MISCELLANEOUS REVENUE 623990 201680 201680 201680 14929850 13943010 0 27496 X 364566 309697 54154 715 6154469 5228197 914210 12062 42533 36132 6318 83 483118 410407 71764 947 483219 410493 71779 947 16148 16001 147 51946 51483 463 2082567 1801611 280956 90983 90050 933 106826 46322 50037 10467 599295 461416 137879 111792 101811 9981 682642 511023 171619 928675 719204 209471 324634 321780 2854 FOOD 846593 836316 10277 MEDICAL & PHARMACY SUPP 513058 513058 TAXES & LICENSES 402384 402062 322 REPAIR, MAINTENANCE, SM 382707 355492 27215 282764 272605 5599 4560 14950919 12895160 2021259 34500 1589007 348238 14397 255937 1310635 1860675 69897 318296 163447 26640872 10137147 17266456 16503725 254528 387568 50017 195818 20803336 19785305 1152236 1260501 13582311 13251738 844908 15579455 14512239 X 4942766 4949425 26510 69036 254605 254605 5223881 5273066 20803336 19785305 -21069 20264 49990 0 X 0 1 X 1 0 X 213495 291928 423841 386945 959344 2275553 11511078 12014517 13721452 13877900 13943010 65067957 11724573 12306445 14145293 14264845 14902354 67343510 268358 251263 254512 255970 253337 1283440 0 268358 251263 254512 255970 253337 1283440 66060070 8515 43744 269589 445798 18258 785904 8515 43744 269589 445798 18258 785904 11733088 12350189 14414882 14710643 14920612 68129414 0.96960 0.97090 0.01150 0.01180 X 254605 40331 40331 254605 254605 254605 254605 254605 254605 254605 254605 254605 0.00000 1.00000 0.00000 1 0 349796 349796 17454434 5507426 11947008 6480514 2876415 3604099 1428341 1065882 362459 927787 687424 240363 16503725 X PART V, LINE 4: THE ORGANIZATION'S ENDOWMENTS WERE ESTABLISHED TO SUPPORT, FURTHER AND ENHANCE THE MISSION OF HANDMAKER. THESE ENDOWMENTS ARE HELD AND MANAGED AT JCF AND ARE COMPRISED OF DONOR SPECIFIED BENEFICIARY FUNDS AND AGENCY ADVISED FUNDS. DONOR SPECIFIED BENEFICIARY FUNDS REPRESENT PERMANENTLY RESTRICTED CONTRIBUTIONS MADE TO JCF FOR THE BENEFIT OF HANDMAKER (I.E., DONOR HAS SPECIFIED HANDMAKER AS THE BENEFICIARY). AGENCY ADVISED FUNDS REPRESENT ASSETS TRANSFERRED BY HANDMAKER TO JCF TO ESTABLISH AN ENDOWMENT FOR THE BENEFIT OF HANDMAKER (I.E., HANDMAKER HAS SPECIFIED THEMSELVES AS THE BENEFICIARY). PART X, LINE 2: ASC 740 (FIN 48) CONSOLIDATED DISCLOSURE FOR HANDMAKER JEWISH SERVICES FOR THE AGING, HANDMAKER FOUNDATION DBA THE SANDRUBY COMMUNITY FUND, AND HME, INC.: HANDMAKER AND SANDRUBY ARE EXEMPT FROM INCOME TAXES UNDER BOTH FEDERAL (INTERNAL REVENUE CODE SECTION 501(C)(3)) AND ARIZONA INCOME TAX LAWS, AND IS CLASSIFIED AS OTHER THAN A PRIVATE FOUNDATION. ACCORDINGLY, NO PROVISION FOR FEDERAL AND STATE INCOME TAXES IS MADE. INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE ORGANIZATION'S TAX-EXEMPT PURPOSE, HOWEVER, MAY BE SUBJECT TO TAXATION AS UNRELATED BUSINESS TAXABLE INCOME (UBTI). HME IS A TAXABLE CORPORATION. GAAP REQUIRES MANAGEMENT TO PERFORM AN EVALUATION OF ALL TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE COURSE OF PREPARING THE ORGANIZATION'S TAX RETURNS TO DETERMINE WHETHER THE TAX POSITIONS MEET A "MORE LIKELY THAN NOT" STANDARD OF BEING SUSTAINED UNDER EXAMINATION BY THE APPLICABLE TAXING AUTHORITIES. THIS EVALUATION IS REQUIRED TO BE PERFORMED FOR ALL OPEN TAX YEARS, AS DEFINED BY THE VARIOUS STATUTES OF LIMITATIONS, FOR FEDERAL AND STATE PURPOSES. HANDMAKER AND SANDRUBY ARE ONLY SUBJECT TO INCOME TAXES ON UBTI AS APPLICABLE. AS A RESULT, THE ORGANIZATION IS REQUIRED TO FILE INFORMATIONAL RETURNS FOR FEDERAL AND STATE PURPOSES AND, IF IT HAS UBTI, FEDERAL AND STATE INCOME TAX RETURNS. HME IS REQUIRED TO FILE FEDERAL AND STATE INCOME TAX RETURNS. MANAGEMENT HAS PERFORMED ITS EVALUATION OF TAX POSITIONS TAKEN ON ALL OPEN TAX RETURNS AND HAS DETERMINED THAT THERE WERE NO POSITIONS TAKEN THAT DO NOT MEET THE "MORE LIKELY THAN NOT" STANDARD. ACCORDINGLY, THERE ARE NO PROVISIONS FOR INCOME TAXES, PENALTIES OR INTEREST RELATING TO UNCERTAIN INCOME TAX PROVISIONS IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. FROM TIME TO TIME, THE ORGANIZATION MAY BE SUBJECT TO PENALTIES AND INTEREST ASSESSED BY VARIOUS TAXING AUTHORITIES, WHICH ARE CLASSIFIED AS MANAGEMENT AND GENERAL EXPENSES, IF THEY OCCUR. X X X 0 0 0 0 0 0 0 0 0 ARTHUR MARTIN CEO 212400 0 0 0 9600 0 16987 0 13262 0 252249 0 0 0 A THE INDUSTRIAL DEVELOPMENT AUTHORITY OF THE COUNTY OF PIMA 860445981 2014-12-17 14325000 REVENUE AND REFUNDING BONDS - HJSA SERIES 2014 0 0 0 A 14325000 181335 2176028 11967637 1 0 1 1 A 0 0 0 0 0 0 0 0 0 A 0 FORM 990, PART VI, SECTION B, LINE 11B THE AUDIT COMMITTEE REVIEWS THE TAX RETURN ON BEHALF OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REQUIRES THE BOARD TO SIGN THE CONFLICT OF INTEREST POLICY ANNUALLY TO DISCLOSE ANY POTENTIAL CONFLICT. MANAGEMENT AWARENESS AND ATTENTION PROMOTE MONITORING AND COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15A THE ORGANIZATION MAINTAINS A COMPENSATION COMMITTEE WHO IS RESPONSIBLE FOR DETERMINING APPROPRIATE COMPENSATION. THE COMPENSATION COMMITTEE UTILIZES OTHER ORGANIZATIONS TAX RETURNS, AMONG OTHER SOURCES, TO DETERMINE APPROPRIATE COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, ETC. ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G CONTRACT PERSONNEL: PROGRAM SERVICE EXPENSES 209,205. MANAGEMENT AND GENERAL EXPENSES 498. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 209,703. PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 307,638. MANAGEMENT AND GENERAL EXPENSES 280,458. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 588,096. REHABILITATION SERVICES: PROGRAM SERVICE EXPENSES 1,284,768. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,284,768. 5109 E FARNESS LLC 2221 N ROSEMONT BOULEVARD TUCSON AZ 85712 860626077 HOLDS REAL PROPERTY AZ 0 839332 HANDMAKER JEWISH SERVICES FOR THE AGING HANDMAKER FOUNDATION DBA SANDRUBY COMMUNITY FUND 2221 N ROSEMONT BOULEVARD TUCSON AZ 85712 830415132 CHARITABLE AZ 501(C)(3) LINE 7 0 HME INC 2221 N ROSEMONT BOULEVARD TUCSON AZ 85712 860681003 BUSINESS SERVICES AZ HANDMAKER JEWISH SERVICES FOR THE AGING C -81705 38344 1.00000 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 HME INC D 114874 INTERNAL ACCOUNTING