2018-05-15T10:15:45-05:00 2017-06-30 580692043 MAULDIN & JENKINS LLC 200 GALLERIA PKWY SE STE 1700 ATLANTA GA 303395946 990 2016-07-01 580610059 THE WILLIAM BREMAN JEWISH HOME INC THEW 4043518410 3150 HOWELL MILL ROAD NW ATLANTA GA 30327 DEBORAH MASLIA BOARD CHAIR 4043518410 2018-05-14 1 JEFF T FUCITO P00120748 7709558600 2018-05-14 2016 2022-09-23 18:48:47Z H STEPHEN MERLIN 3150 HOWELL MILL ROAD NW ATLANTA GA 30327 14146857 0 X WWW.WBJH.ORG X 1949 GA SEE SCHEDULE O FOR COMPLETE MISSION STATEMENT.TO PROMOTE THE CAUSE OF CHARITY, EDUCATION AND RELIGION INCLUDING THE CARE OF THE ELDERLY OF THE JEWISH FAITH. X 12 12 992 12 0 0 2044864 852886 22995776 13105833 -7573 16155 387728 171983 25420795 14146857 0 0 0 0 12177769 6685230 0 0 0 14169721 7329451 26347490 14014681 -926695 132176 45514174 17159899 13195274 3981198 32318900 13178701 X PROVIDE FACILITIES AND SERVICES FOR THOSE ELDERLY AND DISABLED WHO NEED LONG AND SHORT TERM PHYSICAL, PSYCHOLOGICAL AND/OR SOCIAL CARE, IN A MANNER CONSISTENT WITH JEWISH VALUES; SERVE AS ONE OF THE PROFESSIONAL RESOURCES TO THE COMMUNITY REGARDING AGING, DISABILITIES AND HEALTH, AND THE DEVELOPMENT OF EFFECTIVE APPROACHES TO CARE AND SERVICES TO THE AGING AND DISABLED; PROVIDE SUPPORT SERVICES FOR FAMILY MEMBERS OF ELDERLY AND DISABLED EITHER ON OUR WAITING LIST AND/OR UTILIZING ANY SERVICE PROVIDED BY THE WILLIAM BREMAN JEWISH HOME AND RELATED ENTITIES. 0 0 9757519 11254307 WILLIAM BREMAN HOME MAINTAINS A 96 BED NURSING HOME FOR THE ELDERLY AND INCLUDES NURSING CARE, PHYSICAL, SPEECH AND OCCUPATIONAL THERAPY, FOOD SERVICES, SOCIAL SERVICES AND ROOM SERVICES. 1934714 1851526 THE COHEN HOME IS LOCATED IN ALPHARETTA, GEORGIA AND PROVIDES ASSISTED LIVING TO OLDER ADULTS. THE COHEN HOME IS LICENSED BY THE STATE OF GEORGIA AS A PERSONAL CARE HOME. IN A NURTURING ATMOSPHERE, THE COHEN HOME PROMOTES PRINCIPLES OF FAMILY, COMMUNITY AND JEWISH VALUES. 11692233 1 1 0 0 0 0 0 1 0 0 1 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 1 0 0 1 32 0 1 992 1 0 0 0 0 0 0 0 0 0 0 X 12 12 1 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 GA X NEELAM RAHETEKAR 4043518410 3150 HOWELL MILL ROAD ATLANTA GA 30327 DEBORAH MASLIA CHAIR 0.50 1.50 X X 0 0 0 STEVEN GROSSWALD FIRST VICE CHAIR 0.50 1.50 X X 0 0 0 ABBEY FLAUM VICE CHAIR DEVELOPMENT 0.50 X 0 0 0 JEFF BERMAN VICE CHAIR QUALITY/RISK MGMT 0.50 X 0 0 0 PEPI FRIEDMAN VICE CHAIR GOVERNANCE 0.50 X 0 0 0 JAY HALPERN TREASURER 0.50 1.50 X X 0 0 0 BRUCE BENATOR ASSISTANT TREASURER 0.50 1.50 X X 0 0 0 MICHELLE KOUFMAN SECRETARY 0.50 X X 0 0 0 STEPHEN M BERMAN PAST CHAIR 0.50 X 0 0 0 MARTIN M POLLOCK PAST CHAIR 0.50 X 0 0 0 JERRY WEINER PAST CHAIR 0.50 X 0 0 0 H STEPHEN MERLIN IMMEDIATE PAST CHAIR 0.50 X 0 0 0 BETH LAXTON SENIOR VP & ADMINISTRATOR 40.00 X 188430 0 29807 NEELAM RAHATEKAR CFO 40.00 X 152710 0 10272 HARLEY TABAK PRESIDENT & CEO 12.00 28.00 X 359365 0 34792 ALEX RIKHTER MEDICAL DIRECTOR 5.00 35.00 X 15453 100535 0 CAROLE SHOVERS VP OF DEVELOPMENT 12.00 28.00 X 109292 0 9421 REGINA FORD DIRECTOR OF NURSING 40.00 X 121070 0 24512 SARAH POPOWSKI HR DIRECTOR 12.00 28.00 X 101410 0 9147 1047730 100535 117951 6 0 1 0 SODEXHO INC PO BOX 360170 PITTSBURGH PA 152516170 DIETARY, FACILITIES, HOUSEKEEPING AND LA 2400000 GAY CONSTRUCTION 2907 LOG CABIN DRIVE ATLANTA GA 30339 CONSTRUCTION 1766980 HERITAGE HEALTHCARE 536 OLD HOWELL ROAD GREENVILLE SC 29615 REHAB 1089515 MEDICAL ARTS HEALTHCARE DEPT 781668 DETROIT MI 482781668 PHARMACY 297032 MCKESSON MEDICAL PO BOX 630693 CINCINNATI OH 452630693 MEDICAL SUPPLIES 201744 6 263151 589735 852886 NET NURSING SERVICE REVENUE 623000 11235511 11235511 ANCILLARY REVENUE 623000 1759971 1759971 OTHER REVENUE 623000 110351 110351 13105833 16155 16155 41700 0 41700 41700 41700 GUEST AND EMPLOYEE MEAL REVENUE 623000 88825 88825 MISC REVENUE 900099 41458 41458 130283 14146857 13105833 0 188138 X 775376 775376 4410068 4410068 876883 794078 82805 622903 603733 19170 473316 473316 21497 21497 62933 62933 1642115 1642115 90767 90767 92994 92994 134089 134089 499515 499515 12508 5205 7303 99176 99176 1247483 1247483 DIETARY EXPENSE 808834 808834 PROVIDER FEE 496195 496195 SUPPLIES 399308 325492 73816 RX COSTS 278704 278704 970017 580811 389206 14014681 11692233 2322448 0 2194346 402906 1284464 14752 657645 2872139 1478333 2867880 9247 28543327 17063350 34990459 11479977 569662 23410 77579 3751274 45514174 17159899 5097372 3891198 93750 90000 7981485 0 22667 0 13195274 3981198 X 31657506 13167322 661394 11379 32318900 13178701 45514174 17159899 X 132176 -39 -19272336 X X 0 1 X 1 0 X 7246660 4915637 5160313 2044864 852886 20220360 13197483 15230840 18552717 22995776 12995482 82972298 20444143 20146477 23713030 25040640 13848368 103192658 932739 734007 264028 71256 2002030 0 932739 734007 264028 71256 2002030 101190628 88424 97201 92385 95412 57855 431277 88424 97201 92385 95412 57855 431277 118862 116105 132111 643967 240634 1251679 20651429 20359783 23937526 25780019 14146857 104875614 0.96490 0.96180 0.00410 0.00440 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 0 1076561 1076561 15893792 9873799 6019993 1633292 1014660 618632 9939682 6174891 3764791 11479977 ART SCULPTURE 32579 CONSTRUCTION IN PROCESS 3718695 3751274 X PART III, LINE 4: ART SCULPTURE CELEBRATING JEWISH HERITAGE, GREETING GUESTS, AND INSPIRING PATIENTS. PART X, LINE 2: MANAGEMENT EVALUATED THE ORGANIZATION'S TAX POSITIONS AND CONCLUDED THAT THE ORGANIZATION HAD TAKEN NO UNCERTAIN TAX POSITIONS, INCLUDING UNRELATED BUSINESS TAXABLE INCOME, THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. X 0 0 0 0 0 0 0 0 0 BETH LAXTON SENIOR VP & ADMINISTRATOR 188430 0 0 0 0 0 23517 0 6290 0 218237 0 0 0 NEELAM RAHATEKAR CFO 152710 0 0 0 0 0 3982 0 6290 0 162982 0 0 0 HARLEY TABAK PRESIDENT & CEO 359365 0 0 0 0 0 28502 0 6290 0 394157 0 0 0 PART I, LINE 4 SARAH S. POPOWSKI CAROLE SHOVERS REGINA FORD NEELAM RAHATEKAR BETH LAXTON HARLEY TABAK CONTRIBUTIONS WERE MADE BY THE ORGANIZATION INTO A DEFINED CONTRIBUTION PENSION PLAN. NO EMPLOYEES RECEIVED PAYMENT FROM THE PLAN. CASH 2016-07-01 1304438 BOOK VALUE 474755353 JEWISH HOME LIFE COMMUNITIES INC 3150 HOWELL MILL ROAD ATLANTA GA 303272108 501(C)(3) PATIENT ACCOUNTS RECEIVABLE 2016-07-01 612868 BOOK VALUE 474755353 JEWISH HOME LIFE COMMUNITIES INC 3150 HOWELL MILL ROAD ATLANTA GA 303272108 501(C)(3) PLEDGES RECEIVABLE 2016-07-01 642946 BOOK VALUE 474755353 JEWISH HOME LIFE COMMUNITIES INC 3150 HOWELL MILL ROAD ATLANTA GA 303272108 501(C)(3) PREPAID EXPENSES 2016-07-01 2866721 BOOK VALUE 474755353 JEWISH HOME LIFE COMMUNITIES INC 3150 HOWELL MILL ROAD ATLANTA GA 303272108 501(C)(3) NET FIXED ASSETS 2016-07-01 21645924 BOOK VALUE 474755353 JEWISH HOME LIFE COMMUNITIES INC 3150 HOWELL MILL ROAD ATLANTA GA 303272108 501(C)(3) INVESTMENTS 2016-07-01 569662 BOOK VALUE 474755353 JEWISH HOME LIFE COMMUNITIES INC 3150 HOWELL MILL ROAD ATLANTA GA 303272108 501(C)(3) INTANGIBLE ASSETS 2016-07-01 45000 BOOK VALUE 474755353 JEWISH HOME LIFE COMMUNITIES INC 3150 HOWELL MILL ROAD ATLANTA GA 303272108 501(C)(3) 1 0 0 0 PART II, LINE 2E: PERSON(S) INVOLVED: DEBORAH MASILASTEVEN GROSSWALDABBEY FLAUMJEFF BERMANPEPI FRIEDMANJAY HALPERNBRUCE BENATORMICHELLE KOUFMANSTEPHEN M. BERMANMARTIN M. POLLOCKJERRY WEINERH. STEPHEN MERLIN PART II, LINE 2E: EXPLANATION OF INVOLVEMENT: THE ORGANIZATION'S BOARD MEMBERS ARE ALSO BOARD MEMBERS OF JEWISH HOME LIFE COMMUNITIES INC. FORM 990, PART VI, SECTION A, LINE 2 H. STEPHEN MERLIN, ABBEY FLAUM AND PEPI FRIEDMAN HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B AFTER THE FORM 990 IS REVIEWED BY THE CONTROLLER FOR COMPLETENESS AND ACCURACY, IT IS REVIEWED BY THE AUDIT COMMITTEE. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS POLICIES IN PLACE PROHIBITING ANY ACTIVITY THAT MAY BE CONSTRUED AS A CONFLICT OF INTEREST WITH BOARD OF DIRECTOR RESPONSIBILITIES. THESE POLICIES ARE REGULARLY COMMUNICATED TO BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS REVIEWS THE ACCOMPLISHMENTS OF THE CEO AGAINST GOALS ON AN ANNUAL BASIS AS WELL AS SALARIED DATA FOR COMPARABLE POSITIONS. THE CEO EVALUATES THE PERFORMANCE OF OTHER EXECUTIVES AGAINST GOALS AND SETS COMPENSATION ACCORDINGLY. THE SALARIES OF ALL NON-CEO EXECUTIVES SHOWN ON THE FORM 990 ARE RATIFIED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST THE WILLIAM BREMAN JEWISH HOME, INC. WILL PRODUCE ANY GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART IX, LINE 11G CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 1,045,612. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,045,612. PHYSICAL AND SPEECH THERAPY: PROGRAM SERVICE EXPENSES 596,503. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 596,503. FORM 990, PART XI, LINE 9: TRANSFER OF NET ASSETS TO JEWISH HOME LIFE COMMUNITIES -19,272,336. FORM 990, PART XII, LINE 2C THERE HAVE BEEN NO CHANGES TO THE AUDITOR SELECTION PROCESS NOR THE REVIEW OF AUDITED FINANCIAL STATEMENTS. FORM 990, PART XI, LINE 9 DURING FISCAL YEAR 2017 THE ORGANIZATION TRANSFERRED NET ASSETS WITH NET BOOK VALUE OF $19,272,336 TO JEWISH HOME LIFE COMMUNITIES, INC., A RELATED ENTITY. JEWISH HOME FOUNDATION INC 3150 HOWELL MILL ROAD ATLANTA GA 30327 204873372 CHARITABLE, EDUCATIONAL, & RELIGIOUS PURPOSES GA 501(C)3 509(A)(3) JEWISH HOME LIFE COMMUNITIES INC 0 THE ZABAN TOWER INC 3150 HOWELL MILL ROAD ATLANTA GA 30327 582288819 ELDERLY AND DISABLED HOUSING GA 501(C)3 509(A)(2) JEWISH HOME LIFE COMMUNITIES INC 1 JEWISH HOME LIFE COMMUNITIES INC 3150 HOWELL MILL ROAD ATLANTA GA 30327 474755353 ELDERLY AND DISABLED HOUSING GA 501(C)3 509(A)(2) N/A 0 THE VI AND MILTON WEINSTEN HOSPICE 3150 HOWELL MILL ROAD ATLANTA GA 30327 582483753 END OF LIFE SERVICE AND CARE GA 501(C)3 509(A)(2) JEWISH HOME LIFE COMMUNITIES INC 1 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0 THE ZABAN TOWER INC P 106036 PER AGREEMENT THE JEWISH HOME FOUNDATION INC C 80000 ACTUAL