2022-03-02T12:23:34-06:00 2021-06-30 910189318 MOSS ADAMS LLP 4747 EXECUTIVE DR SUITE 1300 SAN DIEGO CA 92121 990 2020-07-01 951455284 SAN DIEGO HEBREW HOMES SAND 7606320081 211 SAXONY ROAD ENCINITAS CA 92024 BRADLEY BLOSE CFO 7606320081 2022-03-01 1 BRADLEY BLOSE 999009999 PATRICIA J MAYER P00188643 8586271400 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z SEACREST VILLAGE RETIREMENT COMMUNITIES PAM FERRIS 211 SAXONY ROAD ENCINITAS CA 92024 23811660 0 X SEACRESTVILLAGE.ORG X 1944 CA TO PROVIDE HOUSING AND HEALTH CARE SERVICES TO ELDERLY PERSONS WITHOUT REGARD FOR ABILITY TO PAY. 13 13 351 90 213294 0 2153654 5177601 18020608 17731257 112608 95217 0 0 20286870 23004075 0 0 0 0 12798222 12349994 0 0 0 8586588 8701331 21384810 21051325 -1097940 1952750 46098012 46897324 14207004 11931677 31891008 34965647 TO PROVIDE HOUSING AND HEALTH CARE SERVICES TO ELDERLY PERSONS WITHOUT REGARD FOR ABILITY TO PAY. 0 0 18452979 0 17517963 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 $2,241,000. 18452979 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 56 0 1 351 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 DAVID GILBERT CHAIR 1.00 0.00 X X 0 0 0 GINA TAPPER TRUSTEE 1.00 0.00 X 0 0 0 JEFFREY PLATT SECRETARY 1.00 0.00 X X 0 0 0 JONATHAN HALBERG TREASURER 1.00 2.00 X X 0 0 0 LARRY KATZ TRUSTEE 1.00 0.00 X 0 0 0 LEN GREGORY TRUSTEE 1.00 0.00 X 0 0 0 LEO EISENBERG TRUSTEE 1.00 0.00 X 0 0 0 MIKE DOLINKA TRUSTEE 1.00 0.00 X 0 0 0 MONA PLATT TRUSTEE 1.00 0.00 X 0 0 0 ROBERT HAIMSOHN TRUSTEE 1.00 0.00 X 0 0 0 STANLEY PAPPELBAUM MD TRUSTEE 1.00 0.00 X 0 0 0 STEVEN RATNER VICE CHAIR 1.00 0.00 X X 0 0 0 SUZANNE MARCUS TRUSTEE 1.00 0.00 X 0 0 0 PAM FERRIS PRESIDENT/CEO 40.00 2.00 X 323861 0 108406 CARL MEASER COO 40.00 0.00 X 217729 0 10245 BRADLEY BLOSE CFO 40.00 2.00 X 193086 0 29767 ROBIN ISRAEL CHIEF FOUNDATION OFFICER 40.00 1.00 X 184065 0 24155 HEIDI KVITLI CHIEF HUMAN RESOURCES OFFICER 40.00 0.00 X 125904 0 5991 MADONNA DENTON DIRECTOR HOME CARE SERVICES 40.00 0.00 X 125513 0 8195 NANCY STRASSNER DIRECTOR OF NURSING 40.00 0.00 X 125162 0 6915 BAOLOC NGUYEN DIRECTOR OF IT 40.00 0.00 X 110882 0 6840 ELIZABETH WOLFSON CONTROLLER 40.00 0.00 X 108055 0 6820 MICHAEL MAYORGA DIRECTOR OF CULINARY 40.00 0.00 X 107863 0 6835 1622120 0 214169 10 0 1 0 BYCOR GENERAL CONTRACTORS 6490 MARINDUSTRY PLACE SAN DIEGO CA 92121 CONSTRUCTION 1101576 SELECT REHABILITATION LLC PO BOX 71985 CHICAGO IL 60694 REHABILITATION SERVICES 621956 SID'S CARPET BARN INC 132 WEST 8TH STREET NATIONAL CITY CA 92050 CONSTRUCTION 218344 RON'S PHARMACY SERVICES 10140 BARNES CANYON RD SAN DIEGO CA 92121 PHARMACY SERVICES 178332 4 2566000 2607649 3952 5177601 RESIDENT SERVICES 900099 10562307 10562307 SKILLED NURSING 900099 6901043 6901043 MANAGEMENT SERVICES 900099 256778 43484 213294 OTHER REVENUE 900099 11129 11129 17731257 92539 92539 810263 807585 2678 2678 2678 23004075 17517963 213294 95217 1209699 72000 1137699 9135582 8430248 705334 158751 143049 15702 1116584 1089198 27386 729378 621191 108187 13305 13305 66089 66089 1415 1415 1584182 1434449 149733 90996 90996 79451 79451 99989 99989 907384 906784 600 69 69 15602 15602 330336 330336 2352588 2274189 78399 433076 433076 FOOD 1086005 1086005 COVID TESTING & RELATED 413087 413087 HEALTHCARE SUPPLIES 411138 411138 REGULATORY FEES 309349 309349 507270 498880 8390 21051325 18452979 2598346 0 3823908 3473402 681101 495328 849792 729659 399561 433905 48105805 16558319 31744247 31547486 2738025 3105871 5861378 7111673 46098012 46897324 2236609 2061796 7808701 7542341 2375667 0 1786027 2327540 14207004 11931677 X 29448785 31647458 2442223 3318189 31891008 34965647 46098012 46897324 X 1952750 82538 -78969 1118320 X 0 1 X 1 0 X 1602685 1639926 1611482 2153654 5177601 12185348 18897545 19309136 18309533 17870193 17517963 91904370 20500230 20949062 19921015 20023847 22695564 104089718 108000 35767 143767 0 108000 35767 143767 103945951 101117 104564 107513 111047 92539 516780 101117 104564 107513 111047 92539 516780 20601347 21053626 20028528 20134894 22788103 104606498 0.99370 0.99210 0.00490 0.00510 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 44338751 14991694 29347057 3179747 1373638 1806109 587307 192987 394320 31547486 CORPORATE BONDS 2279896 F POOLED FUND 257713 F TAXABLE MUNICIPAL BONDS 568262 F 3105871 INTERESTS IN NET ASSETS OF SEACREST FOUNDATION 5323354 DEFERRED COMPENSATION AGREEEMENTS 1717275 INTEREST RECEIVABLE 18065 DUE FROM SEACREST FOUNDATION 51040 DUE FROM GUARDIANS OF SAN DIEGO 25 DUE FROM JEWISH HOME CARE SERVICES, INC. 1914 7111673 ACCRUED RETIREMENT 260391 RESIDENT DEPOSITS 328874 DEFERRED SALARY 1717275 OTHER LIABILITIES 21000 2327540 X 24203518 82538 1118320 1200858 23002660 1415 1415 23004075 21049910 0 21049910 1415 1415 21051325 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, 2021 AND 2020. 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 1,118,320. X X X X X 0 1 0 0 0 0 0 0 0 PAM FERRIS PRESIDENT/CEO 323861 0 0 0 0 0 83770 0 24636 0 432267 0 0 0 CARL MEASER COO 217729 0 0 0 0 0 4375 0 5870 0 227974 0 0 0 BRADLEY BLOSE CFO 193086 0 0 0 0 0 23630 0 6137 0 222853 0 0 0 ROBIN ISRAEL CHIEF FOUNDATION OFFICER 184065 0 0 0 0 0 23425 0 730 0 208220 0 0 0 PART I, LINE 4B THE ORGANIZATION'S PRESIDENT / CEO, CFO, AND CHIEF FOUNDATION OFFICER PARTICIPATED IN A NONQUALIFIED RETIREMENT PLAN DURING TAX YEAR ENDED JUNE 30, 2021. THE FOLLOWING INDIVIDUALS RECEIVED CONTRIBUTIONS IN CALENDAR YEAR 2020: PAM FERRIS: $32,281 BRADLEY BLOSE: $19,500 ROBIN ISRAEL: $19,500 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 2020. 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 1,118,320. 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