2015-05-15T13:05:59-05:00 2014-06-30 580692043 MAULDIN & JENKINS LLC 200 GALLERIA PKWY SE STE 1700 ATLANTA GA 303395946 990 2013-07-01 580610059 THE WILLIAM BREMAN JEWISH HOME INC THEW 4043518410 3150 HOWELL MILL ROAD NW ATLANTA GA 30327 HARLEY TABAK CEO 4043518410 2015-05-14 1 JEFF T FUCITO P00120748 7709558600 2015-05-12 X 2013 2016-03-07 17:11:31Z H STEPHEN MERLIN 3150 HOWELL MILL ROAD NW ATLANTA GA 30327 20359783 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 24 535 200 0 0 7246660 4915637 13178904 15208886 9728 9664 1211979 98907 21647271 20233094 0 0 0 0 8257417 10937311 0 0 221209 6006701 6700441 14264118 17637752 7383153 2595342 29347610 34980582 2019807 5019531 27327803 29961051 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. 0 0 11995446 13416305 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. 1250465 1792581 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. 13245911 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 4 0 1 535 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 BOARD MEMBER 0.50 X 0 0 0 ALICE SHAPIRO VICE CHAIR DEVELOPMENT 0.50 0.50 X 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 X 0 0 0 DEBORAH MASLIA VICE CHAIR OF RESIDENT SERVICES 0.50 0.50 X X 0 0 0 ETTA RAYE HIRSCH BOARD MEMBER 0.50 X 0 0 0 FRED HALPERIN BOARD MEMBER 0.50 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 BOARD MEMBER 0.50 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 BOARD MEMBER 0.50 1.00 X 0 0 0 LARRY COOPER BOARD MEMBER 0.50 X 0 0 0 LESLIE LEVY 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 BOARD MEMBER 0.50 0.50 X 0 0 0 MARTIN POLLOCK BOARD MEMBER 0.50 X 0 0 0 MICHAEL AXELROD BOARD MEMBER 0.50 X 0 0 0 PHYLLIS KOZARSKY BOARD MEMBER 0.50 X 0 0 0 SAM TUCK FIRST VICE PRESIDENT 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 BOARD MEMBER 0.50 X 0 0 0 SIDNEY LEVY BOARD MEMBER 0.50 X 0 0 0 H STEPHEN MERLIN CHAIRMAN 0.50 0.50 X X 0 0 0 STEVE SCHWARTZ BOARD MEMBER 0.50 0.50 X 0 0 0 STEVEN GROSSWALD TREASURER 0.50 0.50 X X 0 0 0 STEPHEN M BERMAN BOARD MEMBER 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 VALERIE NEEDLE BOARD MEMBER 0.50 X 0 0 0 HARLEY TABAK CEO 40.00 0.50 X 289163 0 8145 BETH LAXTON COO 40.00 X 167044 0 7778 NEELAM RAHATEKAR CONTROLLER 40.00 0.50 X 118143 0 7778 REGINA FORD DIRECTOR OF NURSING 40.00 X 115276 0 7778 BEBE BRYAN DIRECTOR OF THE ONE GROUP 40.00 X 116814 0 7778 806440 0 39257 5 0 1 0 HERITAGE HEALTHCARE 536 OLD HOWELL ROAD GREENVILLE SC 29615 REHABILITAION SERVICE 971379 SODEXHO PO BOX 536922 ATLANTA GA 30353 FOOD AND HOUSEKEEPING MGT 850901 THOMPSON HANCOCK WITTE & ASSOCIATES 2100 RIVEREDGE PARKWAY SUITE 900 ATLANTA GA 30328 ARCHITECT-RENOVATION & BERMAN COMMONS 726920 BRASSFIELD & GORRIE 1990 VAUGHN ROAD KENNESAW GA 30144 CONSTRUCTION CONTRACTOR 660296 MEDICAL ARTS HEALTHCARE 594 SIGMAN ROAD CONYERS GA 30013 PHARMACY 225850 6 455699 4459938 4915637 MEDICARE/MEDICAID 623000 4803314 4803314 PRIVATE PAY REVENUE 623000 4611076 4611076 BATHING ASSISTANCE 623000 2334153 2334153 ANCILLARY GOVERNMENT REVENUE 623000 1597953 1597953 RENT REVENUE 623000 1274889 1274889 587501 587501 15208886 9664 9664 87537 0 87537 87537 87537 0 455699 113142 -113142 -113142 21954 13547 8407 8407 GUEST AND EMPLOYEE MEAL REVENUE 623000 116105 116105 116105 20233094 15208886 0 108571 589512 574824 14688 7593177 6494225 1003347 95605 879090 594540 265768 18782 1162938 773385 363840 25713 712594 364494 339694 8406 29352 29352 55415 55415 1487566 1370246 117320 349532 326460 23072 146569 136534 10035 108606 101437 7169 484532 400154 78808 5570 20605 19245 1360 163758 152949 10809 947795 947795 335910 335910 SUPPLIES 845324 754983 90341 DIETARY EXPENSE 694084 694084 PROVIDER FEE 447046 447046 REPAIRS & MAINTENANCE 161410 161410 422937 243549 179388 17637752 13245911 4170632 221209 3769159 1217425 2136421 31071 2079115 2440489 2057167 2716709 2985693 2940496 38962290 13921837 15944023 25040453 343453 561360 32579 32579 29347610 34980582 1914807 4867281 105000 101250 51000 2019807 5019531 X 25238066 27514337 2089737 2446714 27327803 29961051 29347610 34980582 2595342 37906 0 X X 0 1 X 1 0 X 2524201 2368601 2032362 7246660 4915637 19087461 10745114 11002426 11701565 13197483 15230840 61877428 13269315 13371027 13733927 20444143 20146477 80964889 15054 91800 287516 932739 734007 2061116 0 15054 91800 287516 932739 734007 2061116 78903773 10051 71294 82538 88424 97201 349508 10051 71294 82538 88424 97201 349508 291911 301674 247758 118862 116105 1076310 13571277 13743995 14064223 20651429 20359783 82390707 0.95770 0.96130 0.00420 0.00370 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: GUEST AND EMPLOYEE MEALS - 2009 AMOUNT: $ 291,911. 2010 AMOUNT: $ 280,035. 2011 AMOUNT: $ 247,758. 2012 AMOUNT: $ 118,862. 2013 AMOUNT: $ 116,105. SALE OF DIRECTORIES - 2010 AMOUNT: $ 17,167. VENDOR REFUND - 2010 AMOUNT: $ 4,472. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 32579 X 0 1631355 1631355 17213182 8994613 8218569 9040686 4724139 4316547 11077067 203085 10873982 25040453 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 455699 455699 113142 455699 455699 113142 113142 -113142 X 0 1 0 0 0 0 0 1 0 HARLEY TABAK CEO 263925 0 25238 0 0 0 0 0 8145 0 297308 0 0 0 BETH LAXTON COO 158165 0 8879 0 0 0 0 0 7778 0 174822 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 14746389 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 85863 662769 THE WILLIAM BREMAN JEWISH HOME INC THE ONE GROUP LLC 3150 HOWELL MILL ROAD ATLANTA GA 30327 PRIVATE HOME CARE GA 2882202 546808 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 HOUDING GA 501(C)3 509(A)(2) THE WILLIAM BREMAN JEWISH HOME INC 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0