2025-05-14T15:39:45-05:00 2024-06-30 910189318 MOSS ADAMS LLP 4747 EXECUTIVE DR SUITE 1300 SAN DIEGO CA 92121 990 2023-07-01 951455284 SAN DIEGO HEBREW HOMES SAND 7606320081 211 SAXONY ROAD ENCINITAS CA 92024 BRADLEY BLOSE CFO 7606320081 2025-05-12 1 1 PATRICIA J MAYER P00188643 8586271400 2023 2025-03-06 01:10:19Z SEACREST VILLAGE RETIREMENT COMMUNITIES CARL MEASER 211 SAXONY ROAD ENCINITAS CA 92024 24531464 0 X SEACRESTVILLAGE.ORG X 1944 CA TO PROVIDE HOUSING AND HEALTH CARE SERVICES TO ELDERLY PERSONS WITHOUT REGARD FOR ABILITY TO PAY. 13 13 347 92 144743 0 2369660 2046363 19444476 21615047 75950 121868 0 0 21890086 23783278 0 0 0 0 13555819 14156070 0 0 0 10859010 10836792 24414829 24992862 -2524743 -1209584 42894866 43026734 11200343 11280663 31694523 31746071 TO PROVIDE HOUSING AND HEALTH CARE SERVICES TO ELDERLY PERSONS WITHOUT REGARD FOR ABILITY TO PAY. 0 0 21673225 0 21380233 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 $X,XXX,XXX. 21673225 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 83 0 1 347 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 BRADLEY BLOSE 7606320081 211 SAXONY ROAD ENCINITAS CA 92024 STEVEN RATNER CHAIR 1.00 2.00 X X 0 0 0 JOYCE NELSON TREASURER (THRU 03/24) 1.00 0.00 X X 0 0 0 LEN GREGORY SECRETARY 1.00 0.00 X X 0 0 0 DAN WEINER TRUSTEE 1.00 0.00 X 0 0 0 GINA TAPPER TRUSTEE (THRU 06/24) 1.00 0.00 X 0 0 0 JEFFREY PLATT 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 LEO EISENBERG TRUSTEE 1.00 0.00 X 0 0 0 MAURICE MAIO TRUSTEE 1.00 0.00 X 0 0 0 MONA PLATT TRUSTEE 1.00 0.00 X 0 0 0 ORNA WITTENBERG TRUSTEE 1.00 0.00 X 0 0 0 STEVEN STEINBERG MD TRUSTEE 1.00 1.00 X 0 0 0 WAYNE OTCHIS TRUSTEE 1.00 2.00 X 0 0 0 PAM FERRIS PRESIDENT/CEO (THRU 06/24) 40.00 2.00 X 352563 0 86844 BRADLEY BLOSE CFO 40.00 2.00 X 190128 0 12888 CARL MEASER COO 40.00 0.00 X 219310 0 13244 HEIDI KVITLI CHIEF HUMAN RESOURCES OFFICER 40.00 0.00 X 125863 0 10384 ROBIN ISRAEL CHIEF FOUNDATION OFFICER 40.00 1.00 X 190128 0 7015 BAOLOC NGUYEN DIRECTOR OF IT 40.00 0.00 X 114532 0 9543 JA SUH DIRECTOR OF NURSING 40.00 0.00 X 130023 0 9648 MADONNA DENTON DIRECTOR HOME CARE SERVICE 40.00 0.00 X 136138 0 10242 MICHAEL MAYORGA DIRECTOR OF CULINARY 40.00 0.00 X 114151 0 9489 1572836 0 169297 9 0 1 0 SELECT REHABILITATION LLC PO BOX 71985 CHICAGO IL 60694 REHABILITATION SERVICES 694125 TWOMAGNETS INC 340 S LEMON AVENUE 5028 WALNUT CA 91789 HEALTHCARE STAFFING 399733 MEDELY INC PO BOX 736997 DALLAS TX 75373 HEALTHCARE STAFFING 195088 ZURICK DAVIS 400 TRADE CENTER STE 5900 WOBURN MA 01801 EXECUTIVE RECRUITMENT 133622 RON'S PHARMACY SERVICES PO BOX 80041 CITY OF INDUSTRY CA 91716 PHARMACEUTICAL SERVICES 130790 6 2037876 8487 2046363 RESIDENT SERVICES 900099 13110674 13110674 SKILLED NURSING 900099 8228902 8228902 MANAGEMENT SERVICES 900099 174743 30000 144743 100728 10657 90071 21615047 156037 156037 714017 748186 -34169 -34169 -34169 23783278 21380233 144743 211939 X 1242439 72000 1170439 10676641 9932250 744391 182304 149172 33132 1150017 990173 159844 904669 782091 122578 35971 35971 54078 54078 6807 6807 2612432 2212815 399617 84547 84547 37162 37162 1354639 1354039 600 22607 15158 7449 5394 5394 294331 294331 2464786 2378694 86092 567747 453516 114231 FOOD 1255172 1255172 HEALTHCARE SUPPLIES 563238 563238 REGULATORY FEES 417662 417662 1060219 802914 257305 24992862 21673225 3319637 0 4563 152452 106503 84709 796296 1084923 558348 422160 51272325 24179832 28805685 27092493 4140630 4098327 8482841 10091670 42894866 43026734 1844701 1315666 463130 6973125 6671750 2382517 2830117 11200343 11280663 X 27290079 26181586 4404444 5564485 31694523 31746071 42894866 43026734 X -1209584 123158 1137974 X 0 1 X 1 0 X 2153654 5177601 2077864 2369660 2046363 13825142 17870193 17517963 18576279 19291643 21470304 94726382 20023847 22695564 20654143 21661303 23516667 108551524 0 0 0 108551524 132262 170889 218770 221915 246108 989944 132262 170889 218770 221915 246108 989944 20156109 22866453 20872913 21883218 23762775 109541468 0.99100 0.99200 0.00900 0.00800 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 46128570 21522719 24605851 3586923 2397839 1189084 1556832 259274 1297558 27092493 CORPORATE BONDS 3253940 F POOLED FUND 268750 F TAXABLE MUNICIPAL BONDS 575637 F 4098327 INTERESTS IN NET ASSETS OF SEACREST FOUNDATION 6147550 DEFERRED COMPENSATION AGREEEMENTS 2359169 INTEREST RECEIVABLE 40306 DUE FROM SEACREST FOUNDATION 36988 EMPLOYEE RETENTION TAX CREDIT RECEIVABLE 1393229 ROU ASSET 48759 DEPOSITS 65669 10091670 RESIDENT DEPOSITS 344776 DEFERRED SALARY 2359141 OTHER LIABILITIES 20910 OPERATING LEASE LIABILITY 48759 DUE TO SEACREST FOUNDATION 32902 INTEREST PAYABLE 23629 2830117 X 25037603 123158 123158 24914445 6807 -1137974 -1131167 23783278 24986055 0 24986055 6807 6807 24992862 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, 2024 AND 2023. SDHH FILES INFORMATIONAL AND INCOME TAX RETURNS IN THE UNITED STATES AND VARIOUS STATE AND LOCAL JURISDICTIONS. PART XI, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN BENEFICIAL INTEREST -1,137,974. X X X X X 0 1 0 0 0 0 0 0 0 PAM FERRIS PRESIDENT/CEO (THRU 06/24) 352563 0 0 0 0 0 56538 0 30306 0 439407 0 0 0 CARL MEASER COO 219310 0 0 0 0 0 6910 0 6334 0 232554 0 0 0 BRADLEY BLOSE CFO 190128 0 0 0 0 0 6402 0 6486 0 203016 0 0 0 ROBIN ISRAEL CHIEF FOUNDATION OFFICER 190128 0 0 0 0 0 6084 0 931 0 197143 0 0 0 PART I, LINE 4B SAN DIEGO HEBREW HOMES HAS A NONQUALIFIED RETIREMENT PLAN TO PROVIDE BENEFITS TO THOSE EMPLOYEES WITH GREATER THAN 20 YEARS OF SERVICE. NO ONE RECEIVED PAYMENTS DURING THE YEAR BUT PAM FERRIS, BRADLEY BLOSE, HEIDI KVITLI, ROBIN ISRAEL, AND CARL MEASER PARTICIPATED IN THE PLAN. 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 JANUARY 2024. 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 IX, LINE 11G PURCHASE SERVICES: PROGRAM SERVICE EXPENSES 1,489,082. MANAGEMENT AND GENERAL EXPENSES 399,617. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,888,699. REHAB SERVICES: PROGRAM SERVICE EXPENSES 723,733. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 723,733. FORM 990, PART XI, LINE 9: NET CHANGE IN BENEFICIAL INTEREST 1,137,974. 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