2024-09-26T11:56:07-05:00 2024-01-01 941254756 HOOD & STRONG LLP 2580 N 1ST ST STE 460 SAN JOSE CA 95131 990 2023-07-01 943228136 SCOTT STREET SENIOR HOUSING COMPLEX INC SCOT 4153455060 2180 POST STREET SAN FRANCISCO CA 94115 ERIC LUU CFO 4153455060 2024-09-24 1 0 MAGA E KISRIEV P01008919 4089988400 2023 2024-08-08 14:25:15Z X RHODA GOLDMAN PLAZA IRA KURTZ 2180 POST STREET SAN FRANCISCO CA 94115 8414614 0 X WWW.RGPLAZA.ORG X 1995 CA TO OPERATE AND MAINTAIN A SENIOR HOUSING FACILITY IN SAN FRANCISCO, CALIFORNIA. X 12 12 214 13 0 0 2464 200 15100932 8218378 419871 196036 0 0 15523267 8414614 0 0 0 0 10249421 5441333 0 0 0 6349347 3256967 16598768 8698300 -1075501 -283686 39982605 0 6026602 0 33956003 0 X SCOTT STREET SENIOR HOUSING COMPLEX, INC, DBA RHODA GOLDMAN PLAZA (THE PLAZA) WAS ESTABLISHED BY JEWISH FAMILY AND CHILDREN'S SERVICES (JFCS) AND MOUNT ZION HEALTH FUND (MZHF) AS AN ASSISTED LIVING FACILITY PROVIDING HOUSING WITH SUPPORTIVE SERVICES FOR THE FRAIL ELDERLY IN AN ENVIRONMENT THAT PROMOTES THEIR INDEPENDENCE AT AN AFFORDABLE COST. 0 0 2618145 0 8154922 BUILDING MAINTENANCE, HOUSEKEEPING & RESIDENT SERVICES: RHODA GOLDMAN PLAZA IS LOCATED IN SAN FRANCISCO AND HOUSES 153 UNITS, INCLUDING 35 UNITS FOR RESIDENTS WITH DEMENTIA OR ALZHEIMER'S DISEASE. RESIDENTS IN ASSISTED LIVING ARE PERSONS WHO WISH TO MAINTAIN AS MUCH INDEPENDENCE AS POSSIBLE, YET ALSO TO BENEFIT FROM LIVING IN A VIBRANT COMMUNITY THAT MEETS THEIR SOCIAL AND EMOTIONAL NEEDS. RESIDENTS ARE PROVIDED QUALITY CARE TAILORED TO THEIR INDIVIDUAL NEEDS ENRICHED BY JEWISH CULTURE AND TRADITION, AND IN AN ATMOSPHERE DEDICATED TO PROMOTING THEIR HEALTH AND WELL-BEING IN-MIND, BODY AND SPIRIT. RECREATIONAL AND EDUCATIONAL PROGRAMS ARE ONGOING ON A DAILY BASIS, SEVEN DAYS A WEEK. FAVORITE ACTIVITIES INCLUDE EXERCISE CLASSES, CURRENT EVENT DISCUSSIONS AND LECTURES, ARTS AND CRAFTS CLASSES, PARLOR GAMES, MUSICAL PERFORMANCES AND MOVIE SCREENINGS. HOUSEKEEPING SERVICES ARE PROVIDED TO ALL RESIDENTS. ASSISTANCE WITH ROUTINE PAPERWORK IS PROVIDED TO RESIDENTS. RESIDENTS AND FAMILY MEMBERS ARE PROVIDED ASSISTANCE IN SOLVING PROBLEMS THAT EMERGE AS RESIDENTS BECOME INCREASINGLY FRAIL. 2542724 0 63456 FOOD SERVICES: MEALS ARE PROVIDED TO ALL RESIDENTS. MEALS ARE KOSHER AND PREPARED IN THE PLAZA'S KOSHER KITCHEN, USING FRESH AND ORGANIC INGREDIENTS AND FROM LOCAL SOURCES WHENEVER POSSIBLE. IN ASSISTED LIVING, MEALS ARE SERVED BY A CARING WAIT STAFF IN THE PLAZA'S FORMAL DINING ROOM OR RESIDENTS MAY EAT INFORMALLY IN THE CAFE. ON THE DEMENTIA FLOOR, MEALS ARE SERVED IN A SEPARATE DINING ROOM FOR THOSE RESIDENTS BY A CARING WAIT STAFF AND SUPERVISED BY HEALTH SERVICES STAFF. 2247669 0 0 HEALTH SERVICES: FIVE LEVELS OF CARE ARE PROVIDED TO RESIDENTS WHO ARE INDEPENDENT BUT REQUIRE ASSISTANCE WITH MEDICATION DELIVERY, DRESSING, SHOWERING, INCONTINENCE AND ESCORT SERVICE TO THE DINING ROOM OR ACTIVITIES AND WITH OTHER ACTIVITIES OF DAILY LIVING. LEVELS OF CARE ARE BASED ON THE NUMBER OF ADLS PER DAY FOR WHICH ASSISTANCE IS PROVIDED TO THE RESIDENT. ASSISTANCE IS PROVIDED BY HEALTH SERVICES STAFF WHO ARE RNS, LVNS, MEDICATION TECHNICIANS, CNAS AND HOME HEALTH AIDES. RESIDENTS WITH MEMORY DISORDERS, WHO RESIDE IN THE 37 UNITS ON THE SELF-CONTAINED DEMENTIA FLOOR, ARE PROVIDED ASSISTANCE BY HEALTH SERVICES STAFF WITH ALL ADLS. 7408538 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 52 0 1 214 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X ERIC LUU 4153455060 2180 POST STREET SAN FRANCISCO CA 94115 JIM SHAPIRO PRESIDENT 1.00 X X 0 0 0 JOSH SMITH VICE-PRESIDENT 1.00 X X 0 0 0 DAVID DOSSETTER TREASURER 1.00 X X 0 0 0 JAIMIE SANFORD SECRETARY 1.00 X X 0 0 0 DON ABRAMSON BOARD MEMBER 1.00 X 0 0 0 LYNN GANZ BOARD MEMBER 1.00 X 0 0 0 DR CARL GRUNFELD BOARD MEMBER 1.00 X 0 0 0 DARA NACHMANOFF BOARD MEMBER 1.00 X 0 0 0 BERNIE NEBENZAHL BOARD MEMBER 1.00 X 0 0 0 MICHAEL ROLNICK BOARD MEMBER 1.00 X 0 0 0 RABBI BETH SINGER BOARD MEMBER 1.00 X 0 0 0 STEPHEN SWIRE BOARD MEMBER 1.00 X 0 0 0 IRA KURTZ EXECUTIVE DIRECTOR 40.00 X 334086 0 24281 ERIC LUU CFO 40.00 X 194577 0 18034 CANDIECE MILFORD DIRECTOR OF MARKETING 40.00 X 174731 0 18754 ADRIENNE FAIR ASSISTANT EXECUTIVE DIRECTOR 40.00 X 172595 0 17351 ROBERTO PELLEGRINO EXECUTIVE CHEF 40.00 X 115961 0 7371 SAMSON LEGESSE DIRECTOR OF FACILITIES 40.00 X 112955 0 15036 THOMAS HO MAINTENANCE MANAGER 40.00 X 111867 0 14563 1216772 0 115390 7 0 1 0 ALSCO UNIFORMS 505 EAST 200 SOUTH SALT LAKE CITY UT 84102 LINEN SERVICES 102501 ENDSIGHT 1144 JORDAN LN NAPA CA 94559 IT SERVICES 101489 LACE HOUSE LINEN INC 949 LINDBERG LN PETALUMA CA 94952 LINEN SERVICES 100820 3 200 200 RENTAL INCOME 721000 8154922 8154922 CATERING 722320 63456 63456 8218378 196036 196036 8414614 8218378 0 196036 294712 294712 4102951 3923023 179928 86263 69016 17247 633462 618176 15286 323945 298899 25046 62374 62374 33700 33700 7470 7470 298106 106439 191667 86835 86835 2155 64 2091 35196 3000 32196 587778 573045 14733 3637 3573 64 6312 6312 114545 114545 635524 635524 286235 101848 184387 FOOD & BEVERAGE SERVICE 681657 681657 SUPPLIES 229797 208030 21767 EQUIPMENT RENTAL & MAIN 92662 87326 5336 PROGRAM ACTIVITES 69389 69389 23595 23217 378 8698300 7408538 1289762 0 641793 0 2997 0 100000 0 142515 0 0 0 0 0 53615 0 0 0 24711087 0 13956930 0 0 0 0 373668 0 39982605 0 1671570 0 2216 0 3910698 0 442118 0 6026602 0 X 33856003 0 100000 0 33956003 0 39982605 0 X -283686 679230 -34351547 X 0 1 X 1 0 X 1076011 721947 426066 2464 200 2226688 14209680 13077473 14047989 15100932 8218378 64654452 15285691 13799420 14474055 15103396 8218578 66881140 0 51589 62334 50349 60443 19780 244495 51589 62334 50349 60443 19780 244495 66636645 542090 447956 329341 419871 196036 1935294 542090 447956 329341 419871 196036 1935294 15827781 14247376 14803396 15523267 8414614 68816434 0.96830 0.96280 0.02810 0.03300 X SCHEDULE A, PART III, SECTION A. PUBLIC SUPPORT, COLUMN (E): THE ORGANIZATION MERGED WITH JEWISH FAMILY AND CHILDREN'S SERVICES (JFCS) INTO A SINGLE NOT-FOR-PROFIT ORGANIZATION EFFECTIVE 1/1/2024, MAKING ITS FINAL TAX YEAR A SHORT YEAR. 0 X 8993844 679230 -100000 579230 8414614 0 8414614 8698300 0 8698300 0 8698300 PART X, LINE 2: THE PLAZA IS A TAX-EXEMPT ORGANIZATION UNDER THE INTERNAL REVENUE CODE, SECTION 501(C)(3) AND CALIFORNIA REVENUE AND TAXATION CODE, SECTION 23701D. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE FINANCIAL STATEMENTS. IN ADDITION, THE PLAZA MAY BE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME, IF ANY, GENERATED BY ITS INVESTMENTS. FOR THE SIX MONTHS ENDED DECEMBER 31, 2023, MANAGEMENT EVALUATED THE PLAZA'S TAX POSITIONS AND CONCLUDED THAT THE PLAZA HAD MAINTAINED ITS TAX-EXEMPT STATUS AND HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: UNCOLLECTIBLE PLEDGES WRITE OFF -100,000. X 1 0 X X X 0 0 0 0 0 0 0 0 0 IRA KURTZ EXECUTIVE DIRECTOR 294086 0 40000 0 0 0 11986 0 12295 0 358367 0 0 0 ERIC LUU CFO 183077 0 11500 0 0 0 7425 0 10609 0 212611 0 0 0 CANDIECE MILFORD DIRECTOR OF MARKETING 166231 0 8500 0 0 0 6789 0 11965 0 193485 0 0 0 ADRIENNE FAIR ASSISTANT EXECUTIVE DIRECTOR 161095 0 11500 0 0 0 6565 0 10786 0 189946 0 0 0 PART I, LINE 1A IRA KURTZ, EXECUTIVE DIRECTOR, WAS REQUIRED TO LIVE IN EMPLOYER-PROVIDED HOUSING FOR THE CONVENIENCE OF SCOTT STREET SENIOR HOUSING COMPLEX, INC. THE HOUSING ALLOWANCE WAS TREATED AS NON-TAXABLE BENEFIT. CASH 2024-01-01 721929 CASH 941156528 JEWISH FAMILY AND CHILDREN'S SERVICES PO BOX 159004 SAN FRANCISCO CA 94115 501(C)(3) INVESTMENTS 2024-01-01 14506068 FMV 941156528 JEWISH FAMILY AND CHILDREN'S SERVICES PO BOX 159004 SAN FRANCISCO CA 94115 501(C)(3) PREPAID EXPENSES 2024-01-01 391735 BOOK VALUE 941156528 JEWISH FAMILY AND CHILDREN'S SERVICES PO BOX 159004 SAN FRANCISCO CA 94115 501(C)(3) DEFERRED COMPENSATION ASSET 2024-01-01 403089 BOOK 941156528 JEWISH FAMILY AND CHILDREN'S SERVICES PO BOX 159004 SAN FRANCISCO CA 94115 501(C)(3) PROPERTY AND EQUIPMENT, NET 2024-01-01 24263062 BOOK VALUE 941156528 JEWISH FAMILY AND CHILDREN'S SERVICES PO BOX 159004 SAN FRANCISCO CA 94115 501(C)(3) 0 1 0 0 1 1 1 1 0 PART I, LINE 2E: PERSON(S) INVOLVED: IRA KURTZ, ERIC LUU, CANDIECE MILFORD, ADRIENNE FAIR, SAMSON LEGESSE, THOMAS HO, ROBERTO PELLEGRINO PART I, LINE 2E: EXPLANATION OF INVOLVEMENT: AS OF JANUARY 1, 2024, SCOTT STREET SENIOR HOUSING COMPLEX, INC. DBA RHODA GOLDMAN PLAZA (THE PLAZA) MERGED WITH JEWISH FAMILY AND CHILDREN'S SERVICES (JFCS), ONE OF THE FOUNDING ORGANIZATIONS OF THE PLAZA. ALL EMPLOYEES OF THE PLAZA BECAME JFCS EMPLOYEES AFTER THE MERGER. FORM 990, PART VI, SECTION B, LINE 11B THE TAXPAYER'S ACCOUNTING FIRM FORWARDS FORM 990 TO THE CFO OR EXECUTIVE DIRECTOR TO REVIEW. AFTER REVIEW, IT IS THEN FORWARDED TO MEMBERS OF THE BOARD OF DIRECTORS FOR THEIR REVIEW PRIOR TO FILING. BOARD MEMBERS ARE ENCOURGED TO REVIEW THE FORM 990 AND FORWARD ANY QUESTIONS TO THE CFO OR EXECUTIVE DIRECTOR. EITHER THE CFO OR THE TAXPAYER'S ACCOUNTING FIRM WILL ADDRESS QUESTIONS FROM THE BOARD. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, OFFICERS, BOARD MEMBERS AND KEY EMPLOYEES ARE REQUIRED TO DISCLOSE POTENTIAL CONFLICTS OF INTEREST BY COMPLETING RGP'S WRITTEN CONFLICT OF INTEREST POLICY FORM. POTENTIAL CONFLICTS OF INTEREST ARE REVIEWED BY THE EXECUTIVE DIRECTOR AND/OR THE BOARD OF DIRECTORS, AS APPROPRIATE. FORM 990, PART VI, SECTION B, LINE 15 THE OFFICERS OF THE BOARD OF DIRECTORS DETERMINES COMPENSATION FOR THE EXECUTIVE DIRECTOR (ED). THE ED DETERMINES COMPENSATION OF OTHER KEY EMPLOYEES IN CONSULTATION WITH THE CFO. THE ANALYSIS OF WAGES IS PART OF THE ANNUAL BUDGET PROCESS. THE BUDGET IS REVIEWED BY THE FINANCE COMMITTEE AND APPROVED BY THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS IS A NON-COMPENSATED VOLUNTEER BOARD. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST TO THE ACCOUNTING DEPARTMENT FOR THE SAME PERIOD OF TIME SET FORTH IN SEC. 6104(D). FORM 990, PART XI, LINE 9: ASSETS TRANSFERRED TO JFCS -34,251,547. UNCOLLECTIBLE PLEDGES WRITE OFF -100,000.