2014-05-07T13:44:08-05:00 2013-06-30 580692043 MAULDIN & JENKINS LLC 200 GALLERIA PKWY SE STE 1700 ATLANTA GA 303395946 990 2012-07-01 580610059 THE WILLIAM BREMAN JEWISH HOME INC THEW 4043518410 3150 HOWELL MILL ROAD NW ATLANTA GA 30327 HARLEY TABAK 4043518410 2014-05-05 1 JEFF T FUCITO P00120748 7709558600 2014-05-05 X 2012 2015-11-30 17:44:51Z JERRY WEINER 3150 HOWELL MILL ROAD NW ATLANTA GA 30327 21674778 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. 37 37 502 200 0 0 2032362 7246660 11637490 13178904 5090 9728 234483 1211979 13909425 21647271 0 0 0 0 9164339 8257417 0 0 166666 5614046 6006701 14778385 14264118 -868960 7383153 24288460 29347610 4380284 2019807 19908176 27327803 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 10221979 11536610 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. 978860 1642294 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. 11200839 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 0 0 502 1 0 0 0 0 0 0 0 0 0 0 X 37 37 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 0.50 X 0 0 0 ADAM S SKORECKI 0.50 X 0 0 0 ALICE SHAPIRO 0.50 X 0 0 0 ARLENE TAYLOR 0.50 X X 0 0 0 CAROLE KIRSCHNER 0.50 X 0 0 0 CHERIE AVIV 0.50 X X 0 0 0 DEBORAH MASLIA 0.50 X X 0 0 0 ELAINE BLUMENTHAL 0.50 X 0 0 0 ETTA RAYE HIRSCH 0.50 X 0 0 0 FRED HALPERIN 0.50 X 0 0 0 GERALD HOROWITZ 0.50 X 0 0 0 H STEPHEN MERLIN 0.50 X X 0 0 0 HOWARD ZANDMAN 0.50 X X 0 0 0 JAY HALPERN 0.50 X 0 0 0 JAY ROTTNER 0.50 X 0 0 0 JEFF BERMAN 0.50 X 0 0 0 JERRY WEINER 0.50 X X 0 0 0 LESLIE LEVY 0.50 X 0 0 0 LUCI SUNSHINE 0.50 X 0 0 0 MARGIE STERN 0.50 X 0 0 0 MARTIN ISENBERG 0.50 X 0 0 0 MARTIN POLLOCK 0.50 X 0 0 0 SAM L TUCK 0.50 X X 0 0 0 SANDY LONDON 0.50 X 0 0 0 SAUL LEVY 0.50 X 0 0 0 SIDNEY KIRSCHNER 0.50 X X 0 0 0 SIDNEY LEVY 0.50 X 0 0 0 STEPHANIE LADDEN 0.50 X 0 0 0 STEPHEN BERMAN 0.50 X 0 0 0 STEVE SCHWARTZ 0.50 X 0 0 0 STEVEN GROSSWALD 0.50 X X 0 0 0 SHERRY HABIF 0.50 X 0 0 0 TONIA SELLERS 0.50 X 0 0 0 VALERIE NEEDLE 0.50 X 0 0 0 BETH LAXTON 40.00 X 159680 0 7625 HARLEY TABAK 40.00 X 282105 0 7985 NEELAM RAHATEKAR 40.00 X 101191 0 7625 REGINA FORD 40.00 X 108889 0 7625 651865 0 30860 4 0 1 0 THOMPSON HANCOCK WITTE & ASSOCIATES 2100 RIVEREDGE PARKWAY SUITE 900 ATLANTA GA 30328 ARCHITECT-RENOVATION & BERMAN COMMONS 954503 SODEXHO PO BOX 536922 ATLANTA GA 30353 FOOD AND HOUSEKEEPING MGT 939244 HERITAGE HEALTHCARE 536 OLD HOWELL ROAD GREENVILLE SC 29615 REHABILITAION SERVICE 939199 FREESE JOHNSON LLC 1355 TERRELL MILL ROAD MARIETTA GA 30067 CONSTRUCTION CONTRACTOR 678870 MCKESSON MEDICAL PO BOX 630693 CINCINNATI OH 452630693 PHARMACY 225717 5 144892 7101768 7246660 MEDICARE/MEDICAID 623000 4944983 4944983 PRIVATE PAY REVENUE 623000 4677928 4677928 ANCILLARY GOVERNMENT REVENUE 623000 1470472 1470472 RENT REVENUE 623000 1423937 1423937 OTHER PROGRAM SERVICE REVENUE 623000 462695 462695 198889 198889 13178904 9728 9728 78696 0 78696 78696 78696 0 144892 15148 -15148 -15148 18579 12359 6220 6220 PENSION ACCRUAL ADJUSTMENT 900099 1023349 1023349 GUEST AND EMPLOYEE MEAL REVENUE 623000 118862 118862 1142211 21647271 13178904 0 1221707 569558 554677 14881 6084098 5287394 708686 88018 1026523 696833 304787 24903 577238 430430 138965 7843 56609 56609 46497 46497 1411600 1309862 101738 98757 91297 7460 102206 93655 8551 56966 52663 4303 426148 353599 67069 5480 22958 21224 1734 46241 42748 3493 915711 915711 322661 322661 SUPPLIES 853959 786600 67359 DIETARY EXPENSE 651143 651143 PROVIDER FEE 476462 476462 REPAIRS & MAINTENANCE 149631 149631 369152 143174 225978 14264118 11200839 2896613 166666 1813865 3769159 2664562 2136421 2079115 1760263 2057167 3006723 2985693 28918065 12974042 14576990 15944023 433478 343453 32579 32579 24288460 29347610 4271534 1914807 108750 105000 4380284 2019807 X 19902547 25238066 5629 2089737 19908176 27327803 24288460 29347610 7383153 36474 0 X X 0 1 X 1 0 X 2108063 2524201 2368601 2032362 7246660 16279887 9469529 10745114 11002426 11701565 13197483 56116117 11577592 13269315 13371027 13733927 20444143 72396004 32178 15054 91800 287516 932739 1359287 0 32178 15054 91800 287516 932739 1359287 71036717 17456 10051 71294 82538 88424 269763 17456 10051 71294 82538 88424 269763 268896 291911 301674 247758 118862 1229101 11863944 13571277 13743995 14064223 20651429 73894868 0.96130 0.96690 0.00370 0.00420 X SCHEDULE A, PART II, LINE 12, EXPLANATION OF OTHER INCOME: GUEST AND EMPLOYEE MEALS - 2008 AMOUNT: $ 268,896. 2009 AMOUNT: $ 291,911. 2010 AMOUNT: $ 280,035. 2011 AMOUNT: $ 247,758. 2012 AMOUNT: $ 118,862. SALE OF DIRECTORIES - 2010 AMOUNT: $ 17,167. VENDOR REFUND - 2010 AMOUNT: $ 4,472. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 32579 X 0 1585878 1585878 17177331 8494353 8682978 8765490 4334618 4430872 1389366 145071 1244295 15944023 X PART III, LINE 4: ART SCULPTURE CELEBRATING JEWISH HERITAGE, GREETING GUESTS AND INSPIRING PATIENTS. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: 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'SS 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. 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 144892 144892 15148 144892 144892 15148 15148 -15148 X 0 1 0 0 0 0 0 1 0 BETH LAXTON 152180 0 7500 0 0 0 0 0 7625 0 167305 0 0 0 HARLEY TABAK 251357 0 25000 0 5748 0 0 0 7985 0 290090 0 0 0 PART I, LINE 4B HARLEY TABAK BETH LAXTON NEELAM RAHATEKAR REGINA FORD 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 FAMILY RELATIONSHIP EXISTS BETWEEN BOARD MEMBERS SIDNEY AND CAROLE KIRSCHNER. 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 11661318 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 74527 602133 THE WILLIAM BREMAN JEWISH HOME INC THE ONE GROUP LLC 3150 HOWELL MILL ROAD ATLANTA GA 30327 PRIVATE HOME CARE GA 933421 342385 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 JEWISH HOME TOWER INC 3160 HOWELL MILL ROAD ATLANTA GA 30327 581287829 LOW INCOME ELDERLY HOUSING GA 501(C)3 509(A)(2) 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 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 THE JEWISH HOME TOWER INC A 36000 RENTAL AGREEMENT