2016-05-13T14:09:41-05:00 2015-06-30 580692043 MAULDIN & JENKINS LLC 200 GALLERIA PKWY SE STE 1700 ATLANTA GA 303395946 990 2014-07-01 580610059 THE WILLIAM BREMAN JEWISH HOME INC THEW 4043518410 3150 HOWELL MILL ROAD NW ATLANTA GA 30327 STEVE GROSSWALD TREASURER 4043518410 2016-05-12 1 JEFF T FUCITO P00120748 7709558600 2016-05-11 2014 2016-08-17 19:52:53Z H STEPHEN MERLIN 3150 HOWELL MILL ROAD NW ATLANTA GA 30327 24227927 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. 24 24 628 210 0 0 4915637 5160313 15208886 18552717 9664 102066 98907 225757 20233094 24040853 0 0 0 0 10937311 12680890 0 0 220374 6700441 8062073 17637752 20742963 2595342 3297890 34980582 47280769 5019531 14035174 29961051 33245595 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 10239330 11083207 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. 1198538 1896549 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. 1129104 1219816 BERMAN COMMONS 2898449 4353145 ONE GROUP 2898449 4353145 15465421 1 1 0 0 0 0 0 1 0 0 1 0 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 1 21 0 1 628 1 0 0 0 0 0 0 0 0 0 0 X 24 24 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 ABBEY FLAUM BOARD MEMBER 0.50 X 0 0 0 ADAM S SKORECKI PAST PRESIDENT 0.50 X 0 0 0 ARLENE TAYLOR BOARD MEMBER 0.50 0.50 X 0 0 0 CAROLE KIRSCHNER BOARD MEMBER 0.50 X 0 0 0 CHERIE AVIV VICE CHAIR GOVERNANCE 0.50 0.50 X 0 0 0 DEBORAH MASLIA VICE CHAIR OF RESIDENT SER 0.50 0.50 X X 0 0 0 ETTA RAYE HIRSCH BOARD MEMBER 0.50 X 0 0 0 FRED HALPERIN VICE CHAIR DEVELOPMENT 0.50 X X 0 0 0 GERALD HOROWITZ BOARD MEMBER 0.50 X 0 0 0 HOWARD ZANDMAN SECRETARY 0.50 0.50 X X 0 0 0 JAY HALPERN ASSISTANT TREASURER 0.50 X X 0 0 0 JAY ROTTNER BOARD MEMBER 0.50 X 0 0 0 JEFF BERMAN BOARD MEMBER 0.50 X 0 0 0 JERRY WEINER PRESIDENT, JEWISH HOME FOUNDATION 0.50 1.00 X 0 0 0 LARRY COOPER BOARD MEMBER 0.50 X 0 0 0 LUCI SUNSHINE BOARD MEMBER 0.50 X 0 0 0 MARGIE STERN BOARD MEMBER 0.50 X 0 0 0 MARTIN ISENBERG PAST PRESIDENT 0.50 0.50 X 0 0 0 MARTIN POLLOCK PAST PRESIDENT 0.50 X 0 0 0 MICHAEL AXELROD BOARD MEMBER 0.50 X 0 0 0 MICHELLE KOUFMAN BOARD MEMBER 0.50 X 0 0 0 PEPI FRIEDMAN BOARD MEMBER 0.50 X 0 0 0 PHYLLIS KOZARSKY BOARD MEMBER 0.50 X 0 0 0 SAM TUCK FIRST VICE CHAIRMAN 0.50 0.50 X X 0 0 0 SANDY LONDON BOARD MEMBER 0.50 X 0 0 0 SAUL LEVY ASSISTANT TREASURER 0.50 0.50 X X 0 0 0 SIDNEY KIRSCHNER PAST PRESIDENT 0.50 0.50 X 0 0 0 STEPHANIE LADDEN BOARD MEMBER 0.50 X 0 0 0 H STEPHEN MERLIN CHAIRMAN 0.50 0.50 X X 0 0 0 STEVEN J JACKSON BOARD MEMBER 0.50 X 0 0 0 STEVEN GROSSWALD TREASURER 0.50 0.50 X X 0 0 0 STEPHEN M BERMAN PAST PRESIDENT 0.50 0.50 X 0 0 0 SUE SABAN BOARD MEMBER 0.50 X 0 0 0 TONIA SELLERS BOARD MEMBER 0.50 X 0 0 0 HARLEY TABAK CEO 40.00 0.50 X 298189 0 8145 BETH LAXTON COO 40.00 X 170927 0 7778 NEELAM RAHATEKAR CFO 40.00 0.50 X 122936 0 7778 REGINA FORD DIRECTOR OF NURSING 40.00 X 114589 0 7778 BEBE BRYAN DIRECTOR OF THE ONE GROUP 40.00 X 124791 0 7778 831432 0 39257 5 0 1 0 BRASSFIELD & GORRIE 1990 VAUGHN ROAD KENNESAW GA 30144 CONSTRUCTION CONTRACTOR 13706929 SODEXHO PO BOX 536922 ATLANTA GA 30353 FOOD AND HOUSEKEEPING MGT 1174608 THOMPSON HANCOCK WITTE & ASSOCIATES 2100 RIVEREDGE PARKWAY SUITE 900 ATLANTA GA 30328 ARCHITECT SERVICES 1014311 HERITAGE HEALTHCARE 536 OLD HOWELL ROAD GREENVILLE SC 29615 REHABILITAION SERVICE 970858 MUTUAL OF AMERICA PO BOX 2493 NEW YORK NY 10185 PENSION SERVICES 416000 7 352868 4807445 5160313 NET NURSING SERVICE REVENUE 623000 13605338 13605338 ASSISTED LIVING REVENUE 623000 2872274 2872274 ANCILLARY REVENUE 623000 1726597 1726597 COMMUNITY FEES 623000 244090 244090 MANAGEMENT REVENUE 623000 104418 104418 18552717 92385 0 92385 92385 92385 265458 163392 102066 102066 102066 0 352868 11199 -11199 -11199 24943 12483 12460 12460 GUEST AND EMPLOYEE MEAL REVENUE 623000 93346 93346 MISC REVENUE 900099 21664 21664 MEMBER DIRECTORY INCOME 900099 17101 17101 132111 24040853 18552717 0 327823 656027 639637 16390 8713148 7452218 1161315 99615 510609 344624 155850 10135 1213839 838590 352337 22912 1587267 1286398 292026 8843 61292 61292 59318 59318 1701512 1595698 105814 172187 161674 10513 334264 307967 26297 167050 156850 10200 622774 472039 141531 9204 42142 39569 2573 60471 56779 3692 139334 139334 1139405 1139405 370393 370393 SUPPLIES 1053730 805400 248330 DIETARY EXPENSE 750164 750164 PROVIDER FEE 451785 451785 REPAIRS & MAINTENANCE 154000 154000 782252 175100 607152 20742963 15465421 5057168 220374 1217425 4044009 31071 98050 2440489 1450787 2716709 2800363 2940496 2866721 50571164 14959176 25040453 35611988 561360 339345 32579 69506 34980582 47280769 4867281 3504939 101250 93750 51000 10436485 5019531 14035174 X 27514337 31791079 2446714 1454516 29961051 33245595 34980582 47280769 3297890 -13346 0 X X 0 1 X 1 0 X 2368601 2032362 7246660 4915637 5160313 21723573 11002426 11701565 13197483 15230840 18552717 69685031 13371027 13733927 20444143 20146477 23713030 91408604 91800 287516 932739 734007 264028 2310090 0 91800 287516 932739 734007 264028 2310090 89098514 71294 82538 88424 97201 92385 431842 71294 82538 88424 97201 92385 431842 301674 247758 118862 116105 132111 916510 13743995 14064223 20651429 20359783 23937526 92756956 0.96060 0.95770 0.00470 0.00420 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 32579 X 0 1633871 1633871 38243733 11666764 26576969 10086479 3117451 6969028 607081 174961 432120 35611988 X PART III, LINE 4: ART SCULPTURE CELEBRATING JEWISH HERITAGE, GREETING GUESTS AND INSPIRING PATIENTS. PART X, LINE 2: THE ORGANIZATION DOES NOT HAVE ANY UNCERTAIN LIABILITES REPORTED ON ITS CONSOLIDATED FINANCIAL STATEMENTS UNDER FIN 48(ASC 740-10). MANAGEMENT EVALUATED THE ORGANIZATION'S TAX POSITIONS AND CONCLUDED THAT THE ORGANIZATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. GALA 335541 335541 11199 EVENT 17327 17327 352868 352868 11199 11199 -11199 X 0 1 0 0 0 0 0 1 0 HARLEY TABAK CEO 272939 0 25250 0 0 0 0 0 8145 0 306334 0 0 0 BETH LAXTON COO 163927 0 7000 0 0 0 0 0 7778 0 178705 0 0 0 PART I, LINE 4B HARLEY TABAK BETH LAXTON NEELAM RAHATEKAR REGINA FORD BEBE BRYAN CONTRIBUTIONS WERE MADE BY THE ORGANIZATION INTO A DEFINED BENEFIT PENSION PLAN. NO EMPLOYEES RECEIVED PAYMENT FROM THE PLAN. PART I, LINE 7 EXECUTIVE MANAGEMENT RECEIVED BONUSES. FORM 990, PART VI, SECTION A, LINE 2 A BUSINESS REALTIONSHIP EXISTS BETWEEN ABBEY FLAUM AND H. STEPHEN MERLIN. FORM 990, PART VI, SECTION B, LINE 11 AFTER THE FORM 990 IS REVIEWED BY THE CONTROLLER FOR COMPLETENESS AND ACCUARCY, 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 XI, LINE 2C THERE HAVE BEEN NO CHANGES TO THE AUDITOR SELECTION PROCESS NOR THE REVIEW OF AUDITED FINANCIAL STATEMENTS. BERMAN COMMONS LLC 3150 HOWELL MILL ROAD ATLANTA GA 30327 ASSISTED LIVING FACILITY GA 2399485 28260834 THE WILLIAM BREMAN JEWISH HOME INC THE AUXILIARY OF THE WILLIAM BREMAN JEWISH HOME LLC 3150 HOWELL MILL ROAD ATLANTA GA 30327 SUPPORT ELDERLY ACTIVITIES GA 74057 735283 THE WILLIAM BREMAN JEWISH HOME INC THE ONE GROUP LLC 3150 HOWELL MILL ROAD ATLANTA GA 30327 PRIVATE HOME CARE GA 424118 889846 THE WILLIAM BREMAN JEWISH HOME INC JEWISH HOME FOUNDATION INC 3150 HOWELL MILL ROAD ATLANTA GA 30327 204873372 CHARITABLE, EDUCATIONAL, & RELIGIOUS PURPOSES GA 501(C)3 509(A)(3) THE WILLIAM BREMAN JEWISH HOME 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) THE WILLIAM BREMAN JEWISH HOME INC 1 THE JEWISH HOME TOWER INC 3160 HOWELL MILL ROAD ATLANTA GA 30327 581287829 ELDERLY AND DISABLED HOUSING GA 501(C)3 509(A)(2) THE WILLIAM BREMAN JEWISH HOME INC 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 THE JEWISH HOME TOWER INC A 33000 RENT PAID