2023-11-15T10:22:23-06:00 2022-12-31 621804252 WATKINS UIBERALL PLLC 1661 AARON BRENNER DR STE 300 MEMPHIS TN 38120 990 2022-01-01 620499939 B'NAI B'RITH HOME AND HOSPITAL FOR AGED INC (D/B/A MEMPHIS JEWISH HOME & REHAB) BNAI 9017580036 36 BAZEBERRY ROAD CORDOVA TN 380187756 PEYTON DODSON CFO 9017563274 2023-11-14 1 PEYTON DODSON 999009999 1 CHRISTA JIN YAO PUTMAN P01849782 9017612720 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z BOBBY G MEADOWS III 36 BAZEBERRY ROAD CORDOVA TN 380187756 59910742 0 X WWW.MEMPHISJEWISHHOME.ORG X 1954 TN SEE SCHEDULE O 31 31 328 30 343206 0 6666102 4846016 16990292 17767989 1765062 1672449 304006 358502 25725462 24644956 0 0 0 0 11667634 10488558 0 0 0 8362274 11778512 20029908 22267070 5695554 2377886 65534716 61629796 1825052 1843644 63709664 59786152 MEMPHIS JEWISH HOME & REHAB IS A NOT-FOR-PROFIT NURSING HOME, JEWISH IN CHARACTER AND ENVIRONMENT, DEDICATED TO PROVIDING THE HIGHEST LEVELS OF CARE POSSIBLE WITH DIGNITY, COMPASSION AND PROFESSIONALISM. 0 0 17903276 17767989 MEMPHIS JEWISH HOME & REHAB PROVIDED 46,807 DAYS OF SKILLED NURSING CARE IN 2022, INCLUDING 17,372 DAYS OF SHORT-TERM REHABILITATION SERVICES, WHICH INCLUDED SKILLED NURSING CARE AND PHYSICAL, OCCUPATIONAL AND SPEECH THERAPY SERVICES, AND 29,435 DAYS OF LONG-TERM SKILLED NURSING CARE. 17903276 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 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 1 18 0 1 328 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 31 31 1 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 1 1 1 0 TN X PEYTON DODSON CHIEF FINANCIAL OFFICER 9017563274 36 BAZEBERRY ROAD CORDOVA TN 380187756 JERI MOSKOVITZ PRESIDENT 1.00 X X 0 0 0 MITCHELL LANSKY VICE PRESIDENT 1.00 X X 0 0 0 BOB EISEMAN VICE PRESIDENT 1.00 X X 0 0 0 MICHAEL ALPERT TREASURER 1.00 X X 0 0 0 GINGER GRUBER SECRETARY 1.00 X X 0 0 0 MINTON MAYER GENERAL COUNSEL 1.00 X X 0 0 0 HOWARD HAYDEN IMMEDIATE PAST PRESIDENT 1.00 X X 0 0 0 HAL FOGELMAN PRESIDENTIAL ADVISOR 1.00 X 0 0 0 NAT LANDAU PRESIDENTIAL ADVISOR 1.00 X 0 0 0 JENNIFER ROBERTS PRESIDENTIAL ADVISOR 1.00 X 0 0 0 BILL WEISS PRESIDENTIAL ADVISOR 1.00 X 0 0 0 JACOB BURING BOARD MEMBER 1.00 X 0 0 0 MAURICE BURING BOARD MEMBER 1.00 X 0 0 0 RAYMOND EVANS BOARD MEMBER 1.00 X 0 0 0 PAGGY GOODMAN BOARD MEMBER 1.00 X 0 0 0 MARK HALPERIN BOARD MEMBER 1.00 X 0 0 0 RUSSELL JACKSON BOARD MEMBER 1.00 X 0 0 0 GERI LANSKY BOARD MEMBER 1.00 X 0 0 0 JUDY MOSS BOARD MEMBER 1.00 X 0 0 0 SCOTT NOTOWICH BOARD MEMBER 1.00 X 0 0 0 MARC REISMAN BOARD MEMBER 1.00 X 0 0 0 MARK ROSENBERG BOARD MEMBER 1.00 X 0 0 0 JUDY ROYAL BOARD MEMBER 1.00 X 0 0 0 HENRY G RUDNER III BOARD MEMBER 1.00 X 0 0 0 ANDY SASLAWSKY BOARD MEMBER 1.00 X 0 0 0 COLLEEN SCHUETZ BOARD MEMBER 1.00 X 0 0 0 CHARLES SILVERSTEIN BOARD MEMBER 1.00 X 0 0 0 LEE STEIN BOARD MEMBER 1.00 X 0 0 0 LAURA TANENBAUM BOARD MEMBER 1.00 X 0 0 0 PARKER TROTZ BOARD MEMBER 1.00 X 0 0 0 STEVE WISHNIA BOARD MEMBER 1.00 X 0 0 0 BOBBY G MEADOWS III EXECUTIVE DIRECTOR 50.00 X 329656 0 99132 JEROME C JACQUES CFO 50.00 X 260224 0 18837 ANNIE J SMITH DIRECTOR OF NURSING 50.00 X 192968 0 6243 JUANIECE D AVERY UNIT MANAGER 50.00 X 147593 0 15907 JACQUELINE HINES NURSING SUPERVISOR 50.00 X 144740 0 197 ADRIENNE SHAW REGISTERED NURSE 50.00 X 106193 0 11441 STEPHANIE WILLIFORD ADMISSIONS DIRECTOR 50.00 X 102124 0 14804 1283498 0 166561 6 0 1 0 SHIFTKEY LLC PO BOX 735913 DALLAS TX 75373 STAFFING AGENCY SERVICES 1477470 FUNCTIONAL PATHWAYS OF TN LLC 10133 SHERRILL BLVS KNOXVILLE TN 37932 PHYSICAL, OCCUPATIONAL, & SPEECH THERAPY 1229780 GALE HEALTHCARE SOLUTIONS LLC PO BOX 4729 WINTER PARK FL 32793 STAFFING AGENCY SERVICES 1037682 BROAD RIVER REHAB 1 POND STREET ARDEN NC 28704 STAFFING AGENCY SERVICES 463731 FORVIS LLP POBOX 602828 CHARLOTTE NC 28260 ACCOUNTING AND CONSULTING SERVICE 170555 8 136667 4027564 681785 4846016 PATIENT SERVICE REVENUE 623000 17767989 17767989 17767989 732810 732810 9600 11714 -2114 -2114 -2114 36152469 35212830 939639 939639 939639 41242 136667 41242 0 DIETARY - CATERING 900099 343206 343206 TELEPHONE REVENUE 900099 8930 8930 VENDING REVENUE 900099 3853 3853 4627 4627 360616 24644956 17783285 343206 1672449 X 907060 755422 151638 7720264 6409518 1310746 62766 53240 9526 1173577 995470 178107 624891 530055 94836 24836 24836 48968 48968 137484 137484 5656006 5304549 351457 21533 21533 157538 16168 141370 220243 220243 542707 488436 54271 16147 16147 1090610 981549 109061 311307 280176 31131 MEDICAL AND DIETARY SUP 2005043 2004797 246 OTHER EXPENSES 424052 25952 398100 PROVISION FOR UNCOLLECT 404431 404431 MAINTENANCE 395339 395339 322268 57944 264324 22267070 17903276 4363794 0 503523 147342 3850724 1415591 1949654 6270276 193546 174193 70665 44921 39369021 20842036 18123843 18526985 40728095 34900603 114666 149885 65534716 61629796 1533868 1706667 262014 106322 29170 30655 1825052 1843644 X 54158966 52502031 9550698 7284121 63709664 59786152 65534716 61629796 2377886 -6301398 0 X 0 1 X 0 0 X 5728757 2311364 2552109 6666102 1149013 18407345 18336650 19161839 16628390 16990292 17767989 88885160 24065407 21473203 19180499 23656394 18917002 107292505 421924 149985 144371 77117 75977 869374 0 421924 149985 144371 77117 75977 869374 106423131 830440 699088 606756 613709 732810 3482803 830440 699088 606756 613709 732810 3482803 218628 164882 82913 280011 347059 1093493 48463 59143 30261 21861 3714413 3874141 25162938 22396316 19900429 24571975 23711284 115742942 0.91950 0.94970 0.03010 0.03030 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 33732911 -4832458 1361925 27538528 31182514 75608 3820784 1345995 33732911 28650880 384293 3416194 1268853 31182514 25418768 58879 4450165 1276932 28650880 27814271 35000 -1203537 1226966 25418768 0 0 1362613 1362613 26190622 13737488 12453134 1492804 989863 502941 8682379 6114685 2567694 1640603 1640603 18526985 RESIDENT TRUST FUNDS 30655 30655 X 18259030 -6301398 52956 -6248442 24507472 137484 137484 24644956 22182542 52956 52956 22129586 137484 137484 22267070 PART V, LINE 4: THE HOME'S ENDOWMENT FUND CONSISTS OF VARIOUS FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES, INCLUDING BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD OF DIRECTORS TO FUNCTION AS ENDOWMENTS. AS REQUIRED BY GAAP, NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS, INCLUDING FUNDS DESIGNATED BY THE BOARD OF DIRECTORS TO FUNCTION AS ENDOWMENTS, ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. FUNDS DESIGNATED BY THE BOARD OF DIRECTORS TO FUNCTION AS ENDOWMENTS ARE CLASSIFIED AS UNRESTRICTED NET ASSETS AND THE RELATED INVESTMENT INCOME IS USED TO FUND THE OPERATING AND CAPITAL NEEDS OF THE HOME. PART X, LINE 2: AS AN ORGANIZATION EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, THE HOME'S FINANCIAL STATEMENTS DO NOT REFLECT A PROVISION OR LIABILITY FOR FEDERAL OR STATE INCOME TAXES. THE HOME HAS DETERMINED THAT IT DOES NOT HAVE ANY MATERIAL UNRECOGNIZED TAX POSITIONS AT DECEMBER 31, 2022, 2021, 2020, 2019 AND 2018. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 41,242. RENTAL EXPENSES 11,714. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 41,242. RENTAL EXPENSES 11,714. GOLF TOURNAMENT 177909 136667 41242 41242 177909 136667 41242 41242 41242 0 X X X X 0 0 0 0 0 0 0 0 0 BOBBY G MEADOWS III EXECUTIVE DIRECTOR 287747 0 40909 0 1000 0 60436 0 38696 0 428788 0 0 0 JEROME C JACQUES CFO 250349 0 8000 0 1875 0 5079 0 13758 0 279061 0 0 0 ANNIE J SMITH DIRECTOR OF NURSING 186468 0 5500 0 1000 0 3745 0 2498 0 199211 0 0 0 JUANIECE D AVERY UNIT MANAGER 146519 0 1074 0 0 0 2998 0 12909 0 163500 0 0 0 STEVE WISHNIA BOARD MEMBER 133403 0 SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: (A) NAME OF PERSON: STEVE WISHNIA(B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION:BOARD MEMBER/INVESTMENT ADVISOR(C) AMOUNT OF TRANSACTION $133,403(D) DESCRIPTION OF TRANSACTION: ADVISORY FEES WERE PAID TO THE COMPANYWHERE BOARD MEMBER IS AN EMPLOYEE/OFFICER.(E) SHARING OF ORGANIZATION REVENUES? = NO FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: TO PROVIDE SKILLED NURSING AND REHABILITATION SERVICES FOR BOTH LONG-TERM CARE AND SHORT-TERM REHAB PATIENTS. FORM 990, PART VI, SECTION A, LINE 2 BOARD MEMBERS MAURICE AND JACOB BURING ARE FATHER AND SON. BOARD MEMBER GREGG LANDAU IS THE SON OF A FORMER BOARD MEMBER, NAT LANDAU. BOARD MEMBER SCOTT NOTOWICH IS THE NEPHEW OF A FORMER BOARD MEMBER, ALVIN NOTOWICH. ALVIN IS A PAST PRESIDENT AND AS SUCH IS A NON-VOTING MEMBER OF THE BOARD OF DIRECTORS. BOARD MEMBERS GERI AND MITCHELL LANSKY ARE COUSINS BY MARRIAGE. FORM 990, PART VI, SECTION B, LINE 11B THE COMPLETE FORM 990 IS PREPARED BY THE HOME'S TAX SERVICE PROVIDER, REVIEWED BY THE HOME'S CHIEF FINANCIAL OFFICER AND EXECUTIVE DIRECTOR PRIOR TO FILING, AND COPIES ARE MADE AVAILABLE TO ALL MEMBERS OF THE BOARD OF DIRECTORS AFTER THE RETURN IS FILED. FORM 990, PART VI, SECTION B, LINE 12 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. COMPENSATION INCREASES, OTHER THAN ANNUAL WAGE INCREASES GIVEN TO ALL EMPLOYEES, ARE APPROVED BY A COMMITTEE OF THE BOARD OF DIRECTORS. 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. FORM 990, PART IX, LINE 11G CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 4,729,293. MANAGEMENT AND GENERAL EXPENSES 82,551. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,811,844. NURSING HOME FEES: PROGRAM SERVICE EXPENSES 575,256. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 575,256. OTHER FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 268,906. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 268,906.