Form 990 for tax year 2022
Filed by BETH SHOLOM HOME OF EASTERN VIRGINIA.
Totals
- Total revenue
- $43,405,745
- Total expenses
- $23,292,007
- Contributions and grants received
- $5,589,967
- Grants paid
- $780
- Program service revenue
- $20,066,334
- Investment income
- $17,719,444
- Other revenue
- $30,000
- Total assets, end of year
- $43,063,885
- Total liabilities, end of year
- $2,980,334
- Net assets or fund balances, end of year
- $40,083,551
- Program services expenses (Part IX)
- $20,022,298
- Management and general expenses
- $3,269,709
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $20,022,298
Program services were 86.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1e · Government grants (contributions)
$4,447,783
-
1f · All other contributions, gifts and grants
$1,142,184
-
1g · Noncash contributions included above
$184,050
-
2a · Program service revenue: Assisted Living Services
total $4,789,451 · related or exempt $4,789,451
-
2b · Program service revenue: Consulting Services
total $45,416 · related or exempt $45,416
-
2c · Program service revenue: Management Fees
total $733,954 · related or exempt $733,954
-
2d · Program service revenue: Nursing Services
total $14,497,513 · related or exempt $14,497,513
-
3 · Investment income
total $190,859 · excluded $190,859
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7a · Gross sales of assets other than inventory
other assets $28,000,600
-
7b · Less cost or other basis and sales expenses
other assets $10,472,015
-
7c · Gain or loss
other assets $17,528,585
-
7d · Net gain or loss
total $17,528,585 · excluded $17,528,585
-
8c · Net income from fundraising events
total $0
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11a · Other revenue: Income from Pass-Throughs
total -$2,135 · unrelated business -$2,135
-
11b · Other revenue: Miscellaneous
total $32,135 · related or exempt $32,135
-
11e · Other revenue, total
$30,000
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $780 · program services $780
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $657,089 · management and general $657,089
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $11,856,103 · program services $10,963,521 · management and general $892,582
-
8 · Pension plan contributions
total $198,116 · program services $183,201 · management and general $14,915
-
9 · Other employee benefits
total $1,735,658 · program services $1,604,990 · management and general $130,668
-
10 · Payroll taxes
total $917,519 · program services $830,573 · management and general $86,946
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $40,682 · management and general $40,682
-
11c · Fees: accounting
total $60,089 · management and general $60,089
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $0
-
12 · Advertising and promotion
total $31,252 · management and general $31,252
-
13 · Office expenses
total $165,407 · program services $16,742 · management and general $148,665
-
14 · Information technology
total $148,442 · program services $30,543 · management and general $117,899
-
15 · Royalties
total $0
-
16 · Occupancy
total $1,542,684 · program services $1,426,544 · management and general $116,140
-
17 · Travel
total $0
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $26,024 · program services $6,960 · management and general $19,064
-
20 · Interest
total $31,245 · management and general $31,245
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $721,978 · program services $667,624 · management and general $54,354
-
23 · Insurance
total $386,655 · program services $357,546 · management and general $29,109
-
24a · Other expenses: Supplies
total $2,443,266 · program services $2,443,266
-
24b · Other expenses: Contract Services
total $864,284 · program services $325,470 · management and general $538,814
-
24c · Other expenses: Bad Debt Expense
total $737,843 · program services $737,843
-
24d · Other expenses: Vehicle Expense
total $212,545 · program services $212,545
-
24e · All other expenses
total $514,346 · program services $214,150 · management and general $300,196
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
end of year $21,424,213
-
2 · Savings and temporary cash investments
beginning of year $4,661,788 · end of year $755,278
-
3 · Pledges and grants receivable
beginning of year $840,446 · end of year $799,079
-
4 · Accounts receivable
beginning of year $2,538,608 · end of year $2,872,264
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $2,750,000
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $169,962 · end of year $265,142
-
10c · Land, buildings and equipment, net
beginning of year $9,925,210 · end of year $0
-
11 · Investments: publicly traded securities
end of year $0
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
beginning of year $9,759,190 · end of year $14,197,909
-
17 · Accounts payable and accrued expenses
beginning of year $1,663,434 · end of year $2,308,096
-
19 · Deferred revenue
beginning of year $79,856 · end of year $251,476
-
20 · Tax-exempt bond liabilities
beginning of year $294,623 · end of year $75,000
-
23 · Secured mortgages and notes payable
beginning of year $4,940,381
-
24 · Unsecured notes and loans payable
beginning of year $555,988
-
25 · Other liabilities
beginning of year $346,839 · end of year $345,762
-
27 · Net assets without donor restrictions
beginning of year $18,956,783 · end of year $39,083,350
-
28 · Net assets with donor restrictions
beginning of year $1,057,300 · end of year $1,000,201
Mission and programs · 2022
Mission
To develop and pursue, in Eastern Virginia, programs, facilities and services for the benefit of aged and infirm persons, primarily those of the Jewish faith, including, without limitation, the acquisition, management, operation and administration of nursing facilities and housing and assisted living facilities.
Activities or mission (Part I)
To develop and pursue programs and services for the benefit of aged and infirm persons.
-
Beth Sholom Home of Eastern Virginia ("The Home") is a 120-bed skilled nursing facility. The Home rents the assisted living unit from Beth Sholom Terrace, Inc., which reflects rental income from The Home and pays the mortgage. Beth Sholom Terrace, Inc. is managed by The Home.
Expenses $20,022,298 · Grants $780 · Revenue $20,066,334
As filed on the 2022 return.
Listed in Part VII
-
David Abraham
President & CEO
- Total calculated
- $385,563
- From this org
- $352,133
- From related orgs
- $0
- Other
- $33,430
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $290,336
- Bonus
- $60,000
- Other
- $1,797
- Deferred
- $5,785
- Nontaxable benefits
- $27,645
- Filer's total
- $385,563
-
Kimberley Allsbrook
CFO
- Total calculated
- $271,526
- From this org
- $245,787
- From related orgs
- $0
- Other
- $25,739
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $220,783
- Bonus
- $25,000
- Other
- $4
- Deferred
- $4,917
- Nontaxable benefits
- $20,822
- Filer's total
- $271,526
-
Brandy Lovitz
DON
- Total calculated
- $154,393
- From this org
- $148,676
- From related orgs
- $0
- Other
- $5,717
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $140,676
- Bonus
- $8,000
- Other
- not reported
- Deferred
- $2,437
- Nontaxable benefits
- $3,280
- Filer's total
- $154,393
-
Allison Whiteman
Administrator
- Total calculated
- $128,771
- From this org
- $115,945
- From related orgs
- $0
- Other
- $12,826
- Hours/week
- 40
-
Andrea Karig
Accounting Manager
- Total calculated
- $125,469
- From this org
- $112,565
- From related orgs
- $0
- Other
- $12,904
- Hours/week
- 40
-
Amy Weinstein
Philanthropy Dir
- Total calculated
- $123,825
- From this org
- $111,430
- From related orgs
- $0
- Other
- $12,395
- Hours/week
- 40
-
Lawrence Siegel
Chairman
- Total calculated
- $0
- Hours/week
- 1
-
Bill Halprin
1st Vice Chair
- Total calculated
- $0
- Hours/week
- 1
-
Jay Kossman
2nd Vice Chair
- Total calculated
- $0
- Hours/week
- 1
-
Fay Silverman
3rd Vice Chair
- Total calculated
- $0
- Hours/week
- 1
-
Bill Wagner
Secretary
- Total calculated
- $0
- Hours/week
- 1
-
Robert Zuckerman
Treasurer
- Total calculated
- $0
- Hours/week
- 1
-
Matthew Weinstein
Past Chair
- Total calculated
- $0
- Hours/week
- 1
-
Edie Schlain
Auxiliary Pres
- Total calculated
- $0
- Hours/week
- 1
-
Robert Lansing
Terrace Pres
- Total calculated
- $0
- Hours/week
- 1
-
Josh Adler
Director
- Total calculated
- $0
- Hours/week
- 1
-
Dr David Lannik
Director
- Total calculated
- $0
- Hours/week
- 1
-
Mary Prendergast
Director
- Total calculated
- $0
- Hours/week
- 1
-
Sara Jo Rubin
Director
- Total calculated
- $0
- Hours/week
- 1
-
Jason Hoffman
Director
- Total calculated
- $0
- Hours/week
- 1
-
Nancy Loewenberg
Director
- Total calculated
- $0
- Hours/week
- 1
-
Mark Delevie
Director
- Total calculated
- $0
- Hours/week
- 1
-
Lawrence Steingold
Director
- Total calculated
- $0
- Hours/week
- 1
-
Abby Friedman
Director
- Total calculated
- $0
- Hours/week
- 1
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Written employment contract
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
501(c)(3) · Assisted Living Facility · VA
Directly controlled by Beth Sholom Home of Eastern Virginia
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Disregarded entities
Part I: entities that legally are the filer and file no return of their own.
-
BSV Transportation Co LLC
Provide Transportation Services to Residents · VA · income $4,308
Directly controlled by Beth Sholom Home of Eastern Virginia
-
Cornerstone Healthcare and Consulting
Consulting Services to Long-term Care Facilities · VA · income $42,424 · assets $5,481
Directly controlled by Beth Sholom Home of Eastern Virginia
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 15 May 2024
- IRS schema version
- 2022v5.0
- Source object
- 202411369349315081
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