2023-04-25T18:31:56-05:00 2022-06-30 910189318 MOSS ADAMS LLP 4747 EXECUTIVE DR SUITE 1300 SAN DIEGO CA 92121 990 2021-07-01 951455284 SAN DIEGO HEBREW HOMES SAND 7606320081 211 SAXONY ROAD ENCINITAS CA 92024 BRADLEY BLOSE CFO 7606320081 2023-04-20 1 BRADLEY BLOSE 999009999 PATRICIA J MAYER P00188643 8586271400 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z SEACREST VILLAGE RETIREMENT COMMUNITIES PAM FERRIS 211 SAXONY ROAD ENCINITAS CA 92024 22068681 0 X SEACRESTVILLAGE.ORG X 1944 CA TO PROVIDE HOUSING AND HEALTH CARE SERVICES TO ELDERLY PERSONS WITHOUT REGARD FOR ABILITY TO PAY. 13 13 360 87 237522 0 5177601 2077864 17731257 18813801 95217 142632 0 0 23004075 21034297 0 0 0 0 12349994 12691962 0 0 0 8701331 9760288 21051325 22452250 1952750 -1417953 46897324 44316355 11931677 10742174 34965647 33574181 TO PROVIDE HOUSING AND HEALTH CARE SERVICES TO ELDERLY PERSONS WITHOUT REGARD FOR ABILITY TO PAY. 0 0 19629989 18813801 PROVIDES FREE AND REDUCED-FEE CARE AND HOUSING TO QUALIFIED RESIDENTS. CHARITY IS PROVIDED THROUGHOUT ALL LEVELS OF CARE OFFERED BY SAN DIEGO HEBREW HOMES. CHARITABLE CARE IS MEASURED BASED ON DIRECT AND INDIRECT COSTS. THE TOTAL COST OF CHARITABLE CARE PROVIDED WAS APPROXIMATELY $1,904,000. 19629989 1 1 0 0 0 0 0 0 0 0 1 1 0 1 1 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 0 0 0 1 1 0 0 0 1 62 0 1 360 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 13 13 1 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 CA X X BRADLEY BLOSE 7606320081 211 SAXONY ROAD ENCINITAS CA 92024 STEVEN RATNER CHAIR 1.00 1.00 X X 0 0 0 DAVID GILBERT TREASURER 1.00 2.00 X X 0 0 0 LEN GREGORY SECRETARY 1.00 0.00 X X 0 0 0 JEFFREY PLATT TRUSTEE 1.00 0.00 X 0 0 0 LEO EISENBERG TRUSTEE 1.00 0.00 X 0 0 0 JOYCE NELSON TRUSTEE 1.00 0.00 X 0 0 0 JONATHAN HALBERG TRUSTEE 1.00 0.00 X 0 0 0 LARRY KATZ TRUSTEE 1.00 0.00 X 0 0 0 ORNA WITTENBERG TRUSTEE 1.00 0.00 X 0 0 0 GINA TAPPER TRUSTEE 1.00 0.00 X 0 0 0 ROBERT HAIMSOHN TRUSTEE 1.00 1.00 X 0 0 0 STANLEY PAPPELBAUM MD TRUSTEE 1.00 1.00 X 0 0 0 MONA PLATT TRUSTEE 1.00 0.00 X 0 0 0 PAM FERRIS PRESIDENT/CEO 40.00 2.00 X 316966 0 101001 CARL MEASER COO 40.00 0.00 X 207536 0 10619 BRADLEY BLOSE CFO 40.00 2.00 X 182938 0 30049 ROBIN ISRAEL CHIEF FOUNDATION OFFICER 40.00 1.00 X 175151 0 24397 HEIDI KVITLI CHIEF HUMAN RESOURCES OFFICER 40.00 0.00 X 119675 0 13049 NANCY STRASSNER DIRECTOR OF NURSING 40.00 0.00 X 122261 0 8348 MADONNA DENTON DIRECTOR HOME CARE SERVICES 40.00 0.00 X 121268 0 8722 BAOLOC NGUYEN DIRECTOR OF IT 40.00 0.00 X 108949 0 7894 MICHAEL MAYORGA DIRECTOR OF CULINARY 40.00 0.00 X 102943 0 7905 LEAH HERZ DIRECTOR OF SPIRITUAL LIFE 40.00 0.00 X 101401 0 7769 1559088 0 219753 10 0 1 0 AJ GALLAGHER PO BOX 742886 LOS ANGELES CA 90074 INSURANCE SERVICES 615731 SELECT REHABILITATION LLC PO BOX 71985 CHICAGO IL 60694 REHABILITATION SERVICES 532846 SID'S CARPET BARN INC 132 WEST 8TH STREET NATIONAL CITY CA 92050 CONSTRUCTION 228933 RAISE RIGHT LLC 2111 44TH ST GRAND RAPIDS MI 49508 EMPLOYEE RECOGNITION SERVICES 195280 TWO MAGNETS 340 S LEMON AVE WALNUT CA 91789 HEALTHCARE STAFFING 100756 9 2069979 7885 2077864 RESIDENT SERVICES 900099 11593874 11593874 SKILLED NURSING 900099 6941229 6941229 MANAGEMENT SERVICES 900099 186319 30000 156319 OTHER REVENUE 900099 92379 11176 81203 18813801 137567 137567 1039449 1034384 5065 5065 5065 21034297 18576279 237522 142632 1183979 72000 1111979 9539286 8924502 614784 156098 150084 6014 1062558 897395 165163 750041 642126 107915 19917 19917 54170 54170 5297 5297 1893971 1629963 264008 100049 100049 30260 9003 21257 73499 73499 1047620 1047020 600 17800 13793 4007 10185 10185 318588 318588 2621344 2543599 77745 497231 395424 101807 FOOD 1118114 1118114 HEALTHCARE SUPPLIES 388420 388420 COVID TESTING & RELATED 328677 328677 REGULATORY FEES 317488 317488 917658 833793 83865 22452250 19629989 2822261 0 3473402 949087 495328 152611 729659 616763 433905 432872 49363257 19179663 31547486 30183594 3105871 4525889 7111673 7455539 46897324 44316355 2061796 1404817 7542341 7264275 2327540 2073082 11931677 10742174 X 31647458 30233495 3318189 3340686 34965647 33574181 46897324 44316355 X -1417953 -358702 385189 X 0 1 X 1 0 X 1639926 1611482 2153654 5177601 2077864 12660527 19309136 18309533 17870193 17517963 18576279 91583104 20949062 19921015 20023847 22695564 20654143 104243631 35767 35767 0 35767 35767 104207864 104564 107513 132262 170889 218770 733998 104564 107513 132262 170889 218770 733998 21053626 20028528 20156109 22866453 20872913 104977629 0.99270 0.99370 0.00700 0.00490 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 45392001 17211258 28180743 3292300 1761080 1531220 678956 207325 471631 30183594 CORPORATE BONDS 3757416 F POOLED FUND 221246 F TAXABLE MUNICIPAL BONDS 547227 F 4525889 INTERESTS IN NET ASSETS OF SEACREST FOUNDATION 5708543 DEFERRED COMPENSATION AGREEEMENTS 1542944 INTEREST RECEIVABLE 62236 DUE FROM SEACREST FOUNDATION 141816 7455539 ACCRUED RETIREMENT 247216 RESIDENT DEPOSITS 261921 DEFERRED SALARY 1542945 OTHER LIABILITIES 21000 2073082 X 21055487 -358702 385189 26487 21029000 5297 5297 21034297 22446953 0 22446953 5297 5297 22452250 PART X, LINE 2: SDHH IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 23701(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE. SDHH HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE NOT TO BE A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) OF THE INTERNAL REVENUE CODE. SDHH MAY BE SUBJECT TO TAX ON INCOME WHICH IS NOT RELATED TO ITS EXEMPT PURPOSE. NO INCOME TAX PROVISION HAS BEEN RECORDED AS THE NET INCOME, IF ANY, FROM ANY UNRELATED TRADE OR BUSINESS, IN THE OPINION OF MANAGEMENT, IS NOT MATERIAL TO THE FINANCIAL STATEMENTS TAKEN AS A WHOLE. SDHH FOLLOWS ACCOUNTING STANDARDS RELATED TO THE RECOGNITION OF UNCERTAIN TAX POSITIONS. THESE STANDARDS PROVIDE DETAILED GUIDANCE FOR FINANCIAL STATEMENT RECOGNITION, MEASUREMENT, AND DISCLOSURE OF UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON THE INCOME TAX RETURNS. SDHH WILL RECORD A LIABILITY FOR UNCERTAIN TAX POSITIONS WHEN IT IS MORE-LIKELY-THAN-NOT THAT A TAX POSITION WOULD NOT BE SUSTAINED IF EXAMINED BY THE TAXING AUTHORITY. MANAGEMENT HAS DETERMINED THAT SDHH DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2022 AND 2021. SDHH FILES INFORMATIONAL AND INCOME TAX RETURNS IN THE UNITED STATES AND VARIOUS STATE AND LOCAL JURISDICTIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN BENEFICIAL INTEREST 385,189. X X X X X 0 0 0 0 0 0 0 0 0 PAM FERRIS PRESIDENT/CEO 316966 0 0 0 0 0 73205 0 27796 0 417967 0 0 0 CARL MEASER COO 207536 0 0 0 0 0 4680 0 5939 0 218155 0 0 0 BRADLEY BLOSE CFO 182938 0 0 0 0 0 23839 0 6210 0 212987 0 0 0 ROBIN ISRAEL CHIEF FOUNDATION OFFICER 175151 0 0 0 0 0 23624 0 773 0 199548 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 MONA AND JEFFREY PLATT HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY OUTSIDE ACCOUNTANTS AND IS REVIEWED BY THE CFO AND A CPA. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS AND KEY EMPLOYEES ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST FORM ANNUALLY. THE BOARD CHAIR AND PRESIDENT/CEO ARE RESPONSIBLE FOR INQUIRING IF A CONFLICT EXISTS. IF A CONFLICT ARISES, PERSON WITH SUCH CONFLICT IS NOT ALLOWED TO VOTE ON THE TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15 ALL COMPENSATION (INCLUDING WAGES AND BENEFITS) OF KEY EMPLOYEES IS DETERMINED BY THE BOARD COMPENSATION COMMITTEE. THE COMMITTEE IS COMPRISED OF SELECT BOARD OFFICERS AND TRUSTEES AND IS TASKED WITH COLLECTING SALARY AND BENEFIT COMPARISONS FROM LIKE POSITIONS AND LIKE ORGANIZATIONS, ENGAGING OUTSIDE LEGAL COUNSEL TO INITIATE/REVIEW ANY EMPLOYMENT AGREEMENTS, AND MAKING RECOMMENDATIONS TO THE FULL BOARD OF TRUSTEES FOR CONSIDERATION. THIS PROCESS IS DOCUMENTED AND WAS LAST DONE IN OCTOBER 2021. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: NET CHANGE IN BENEFICIAL INTEREST 385,189. SEACREST HOLDINGS CORP 211 SAXONY ROAD ENCINITAS CA 92024 330992259 TO SUPPORT ACTVITIES OF SDHH CA 501(C)(3) LINE 12B, II N/A 0 SEACREST FOUNDATION 211 SAXONY ROAD ENCINITAS CA 92024 300119295 TO SUPPORT ACTIVITIES OF SDHH AND JEWISH HOME CARE SERVICES, INC. CA 501(C)(3) LINE 7 N/A 0 GUARDIANS OF SAN DIEGO 211 SAXONY ROAD ENCINITAS CA 92024 330296029 TO SUPPORT ACTVITIES OF SDHH CA 501(C)(3) LINE 12A, I N/A 1 0 0 1 0 1 0 0 0 0 0 1 1 1 1 1 0 1 0 0