2011-11-11T15:25:38-06:00 2010-12-31 DIXON HUGHES GOODMAN LLP 999 S SHADY GROVE RD STE 400 MEMPHIS TN 38120 990 2010-01-01 620499939 B'NAI B'RITH HOME & HOSPITAL FOR THE AGED INC (D/B/A MEMPHIS JEWISH HOME) BNAI 9017580036 36 BAZEBERRY ROAD CORDOVA TN 380187756 JEROME C JACQUES 9017580036 2011-11-10 1 CAROL A JOHNSON BISHOP 9017613000 2011-11-10 2010 2016-02-24 21:20:13Z MARY ANNA KAPLAN 36 BAZEBERRY ROAD CORDOVA TN 380187756 26870433 0 X N/A X 1954 TN TO PROVIDE SKILLED NURSING AND REHABILITATION TO BOTH LONG-TERM AND SHORT-TERM PATIENTS. THE HOME PROVIDED 48,726 DAYS OF SKILLED NURSING CARE. THE HOME IS ONE OF A SMALL NUMBER OF "FIVE-STAR" RATED NURSING HOMES IN THE U.S. THE "FIVE-STAR" NURSING HOME RATING SYSTEM GIVES NURSING HOMES PARTICIPATING IN MEDICARE AND MEDICAID PROGRAMS A QUALITY RATING VARYING FROM 1(LOWEST) TO 5(HIGHEST). 27 27 245 44 0 0 697397 833116 13404333 12566235 530560 769324 247371 6188 14879661 14174863 0 0 0 0 7147541 7597704 0 0 17457 8316399 7683908 15463940 15281612 -584279 -1106749 36182231 36273247 1513992 1676963 34668239 34596284 THE MEMPHIS JEWISH HOME AND REHABILITATION CENTER IS A NOT-FOR-PROFIT NURSING HOME, JEWISH IN CHARACTER AND ENVIRONMENT, DEDICATED TO PROVIDING THE HIGHEST LEVEL OF CARE POSSIBLE WITH DIGNITY, COMPASSION AND PROFESSIONALISM. 0 0 12627712 0 12572424 PROVIDE SHORT AND LONG TERM CARE AND OUTPATIENT THERAPY FOR THE ELDERLY. THE ORGANIZATION PROVIDED 48,726 DAYS OF SKILLED NURSING CARE. 12627712 1 1 0 0 0 0 0 0 1 1 1 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 15 0 245 1 0 0 0 0 0 0 0 0 0 0 X 27 27 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 1 1 0 TN X X JEROME C JACQUES CHIEF FINANCIAL OFFICER 9017563253 36 BAZEBERRY ROAD CORDOVA TN 380187756 JAY H LINDY 1.00 X 0 0 0 JAY COHEN MD 1.00 X 0 0 0 GREGG LANDAU 1.00 X 0 0 0 GERI LANSKY 1.00 X 0 0 0 MAURICE BURING 1.00 X 0 0 0 ANDREW SASLAWSKY 1.00 X 0 0 0 JUDY ROYAL 1.00 X 0 0 0 MINTON MAYER 1.00 X 0 0 0 ELIOT COHEN 1.00 X 0 0 0 MARGO FOGELMAN 1.00 X 0 0 0 MARGO GRUEN 1.00 X 0 0 0 CINDY G KATZ 1.00 X 0 0 0 JOHN KIERSKY 1.00 X 0 0 0 SCOTT NOTOWICH 1.00 X 0 0 0 BARBARA OSTROW 1.00 X 0 0 0 KAY SASLAWSKY 1.00 X 0 0 0 HERBERT B WOLF JR 1.00 X 0 0 0 WHITNEY R BEARMAN 1.00 X 0 0 0 JEFFERY D ENGELBERG 1.00 X 0 0 0 JONATHAN EPSTEIN 1.00 X 0 0 0 STEVAN I HIMMELSTEIN 1.00 X 0 0 0 PETER LINDY 1.00 X 0 0 0 BERNARD LIPSEY 1.00 X 0 0 0 NORRIS MARCUS 1.00 X 0 0 0 SCOTT SHANKER 1.00 X 0 0 0 STEPHANIE SKLAR 1.00 X 0 0 0 LEE STEIN 1.00 X 0 0 0 MARY ANNA KAPLAN 50.00 X 218962 0 25456 JEROME JACQUES 50.00 X 133934 0 20878 ANNIE SMITH 40.00 X 135824 0 7232 488720 0 53566 3 0 1 0 AEGIS THERAPIES INC 1000 FIANNA WAY FORT SMITH AR 72919 PHYSICAL, OCCUP. & SPEECH THERAPY 1352568 MORRISON MANAGEMENT SPECIALIST 5801 DUNWOODY ROAD ATLANTA GA 30342 DINING AND HOUSEKEEPING SERVICES 1082921 CIGNA HEALTHCARE CO CGLIC CHATTANOOGA E 5089 COLLECTOIN CENTER DRIVE CHICAGO IL 60693 EMPLOYEE HEALTH INSURANCE 874687 HEALTHCARE SERVICES GROUP INC 3220 TILLMAN DRIVE SUITE 300 BENSALEM PA 19020 DINING AND HOUSEKEEPING SERVICES 582288 14 131189 701927 833116 PATIENT SERVICE REVENU 623000 12566235 12566235 12566235 793448 793448 12640245 12664369 -24124 -24124 -24124 31200 131189 31201 -1 -1 MISCELLANEOUS 900099 6189 6189 6189 14174863 12572424 0 769323 399231 183314 215917 5932399 4837012 1095387 76834 73339 3495 726382 583551 142831 462858 357946 104912 42229 42229 93242 93242 3945479 3803209 142270 92857 92857 219295 6777 212518 512887 461598 51289 15368 15368 14237 14237 5608 5608 848187 763368 84819 178224 160402 17822 MEDICAL SUPPLIES & SERV 929143 929143 BED TAX 356000 356000 EQUIPMENT REPAIRS & MAI 285505 52838 232667 EMPLOYEE EXPENSE 59777 59777 LAUNDRY 39921 39921 45949 13686 14806 17457 15281612 12627712 2636443 17457 2 -1 424294 261731 1247720 985195 29734 30705 149323 61516 20286646 9798159 10796518 10488487 23259633 24227031 275007 218583 36182231 36273247 1052426 1198880 258628 153692 150000 300000 52938 24391 1513992 1676963 X 31925719 31807452 620624 645901 2121896 2142931 34668239 34596284 36182231 36273247 X -1106749 1034794 X 0 1 0 X 0 X 1688476 2494547 627167 697397 701924 6209511 11962176 12483331 12375775 13543991 12728624 63093897 13650652 14977878 13002942 14241388 13430548 69303408 13850 48614 19250 15000 15000 111714 0 13850 48614 19250 15000 15000 111714 69191694 1474026 1334649 -2286365 530560 768949 1821819 1474026 1334649 -2286365 530560 768949 1821819 59059 37212 36197 134647 267115 6189 6189 15183737 16349739 10752774 14906595 14205686 71398531 0.96910 0.97630 0.02550 0.01750 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 22831175 21500 1694195 711517 23835353 20220505 35000 2331282 -716828 472440 22831175 23011023 -2790514 4 20220505 0.90000 0.10000 0 0 1182613 1182613 14302783 6337643 7965140 776399 476802 299597 4024851 2983714 1041137 10488487 COMMON STOCK 3175468 F MUTUAL FUNDS 6161363 F BONDS AND NOTES 14890200 F 24227031 RESIDENT TRUST FUNDS 24391 24391 14174863 15281612 -1106749 1034794 1034794 -71955 15147616 1034794 31201 1065995 14081621 93242 93242 14174863 15219571 31201 31201 15188370 93242 93242 15281612 PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 31,201. PART XIII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 31,201. GOLF TOURNAMENT 162389 131189 31200 300 9800 16359 4742 162389 131189 31200 300 9800 16359 4742 31201 -1 X X X 0 0 0 0 0 0 0 0 0 MARY ANNA KAPLAN 206552 0 0 0 12410 0 0 0 25456 0 244418 0 0 0 JEROME JACQUES 131234 0 2700 0 0 0 0 0 20878 0 154812 0 0 0 STEVE WISHNIA FORMER BOARD MEMBER/INVESTMENT ADVISOR 85851 ADVISORY FEES WERE PAID TO THE COMPANY WHERE FORMER BOARD MEMBER IS AN EMPLOYEE/OFFICER. 0 FORM 990, PART VI, SECTION A, LINE 2 BOARD MEMBER RELATIONSHIPS: TWO BOARD MEMBERS ARE STEPMOTHER AND STEPSON: KAY SASLAWSKY AND ANDREW SASLAWSKY A BOARD MEMBER (GREGG LANDAU) IS THE SON OF A FORMER BOARD MEMBER AND CURRENT PRESIDENTIAL ADVISOR (NAT LANDAU). PRESIDENTIAL ADVISORS ARE NON-VOTING MEMBERS OF THE EXECUTIVE COMMITTEE AND BOARD OF DIRECTORS. A BOARD MEMBER (GERI LANSKY) IS RELATED BY MARRIAGE TO A FORMER BOARD MEMBER (RON BELZ); THEIR SPOUSES ARE BROTHER AND SISTER. A BOARD MEMBER (SCOTT NOTOWICH) IS THE NEPHEW OF A FORMER BOARD MEMBER (ALVIN NOTOWICH) AND THE GRANDSON OF A FORMER BOARD MEMBER (MARY SHAINBERG). ALVIN IS A PAST PRESIDENT AND AS SUCH IS NON-VOTING MEMBER OF THE BOARD OF DIRECTORS. BOARD MEMBERS JAY H. LINDY AND PETER LINDY ARE BROTHERS. FORM 990, PART VI, SECTION B, LINE 11 THE 990 TAX RETURN IS REVIEWED IN DETAIL BY THE EXECUTIVE COMMITTEE AND/OR BOARD OF DIRECTORS MEETING PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C DIRECTORS SIGN A CONFLICT OF INTEREST STATEMENT ANNUALLY FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION FOR THE EXECUTIVE DIRECTOR AND OTHER KEY EMPLOYEES IS BASED ON THE AMERICAN JEWISH AGING SERVICES OF NORTH AMERICA'S SENIOR EXECUTIVE COMPENSATION AND BENEFIT SURVEY. ALSO, IT IS APPROVED BY A COMMITTEE OF THE BOARD OF DIRECTORS CONSISTING OF THE BOARD PRESIDENT, BOARD ATTORNEY AND IMMEDIATE PAST BOARD PRESIDENT. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. WRITTEN WHISTLEBLOWER POLICY FORM 990, PART VI, SECTION B, LINE 13: AT THE TIME OF THIS FILING, B'NAI B'RITH HOME HAS A WRITTEN WHISTLEBLOWER POLICY WHICH WAS ADOPTED SUBSEQUENT TO THE YEAR ENDED DECEMBER 31, 2010. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 1,034,794.