THE JEWISH HOME AND SENIOR LIVING FOUNDATION: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- THE JEWISH HOME AND SENIOR LIVING FOUNDATION (EIN 02-0724278)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-04-16
- IRS object ID
- 201821069349301007
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-04-16T17:06:27-05:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910189318 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Moss Adams LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 Second Street Suite 900 | AddressLine1Txt |
| City | San Francisco | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 020724278 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Jewish Home and Senior Living | BusinessNameLine1Txt |
| Business Name Line2 | Foundation | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JEWI | BusinessNameControlTxt |
| Phone | 4154061107 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 302 Silver Avenue | AddressLine1Txt |
| City | San Francisco | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94112 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Arlene Krieger | PersonNm |
| Person Title | Chair | PersonTitleTxt |
| Phone | 4154061107 | PhoneNum |
| Signature | 2018-04-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Joua V Lo | PreparerPersonNm |
| PTIN | P01225144 | PTIN |
| Phone | 4159561500 | PhoneNum |
| Preparation | 2018-03-28 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 12.129.7.100 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-04-16 | IPDt |
| IP Tm | 15:24:59 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 5029E8FD9FE66385FA59B177B15FCADA276E8E0F | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Daniel Ruth | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 302 Silver Avenue | AddressLine1Txt |
| City | San Francisco | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94112 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $14,959,605 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.JHSLF.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2004 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | To promote and support the provision of Jewish aging services, including the mission and activities associated with the San Francisco Campus for Jewish Living and network affiliates. | ActivityOrMissionDesc |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 7 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,412,982 | PYContributionsGrantsAmt |
| CY Contributions Grants | $11,710,230 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,000,800 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,015,322 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$45,499 | PYOtherRevenueAmt |
| CY Other Revenue | $590 | CYOtherRevenueAmt |
| PY Total Revenue | $8,368,283 | PYTotalRevenueAmt |
| CY Total Revenue | $13,726,142 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $12,808,215 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,357,557 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $115,458 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $108,642 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $142,567 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $432,859 | PYOtherExpensesAmt |
| CY Other Expenses | $453,194 | CYOtherExpensesAmt |
| PY Total Expenses | $13,356,532 | PYTotalExpensesAmt |
| CY Total Expenses | $1,919,393 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$4,988,249 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $11,806,749 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $96,345,604 | TotalAssetsBOYAmt |
| Total Assets EOY | $113,231,088 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $34,163,529 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $36,944,521 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $62,182,075 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $76,286,567 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROMOTE AND SUPPORT THE PROVISION OF JEWISH AGING SERVICES, INCLUDING THE MISSION AND ACTIVITIES ASSOCIATED WITH SAN FRANCISCO CAMPUS FOR JEWISH LIVING AND NETWORK AFFILIATES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,357,557 | ExpenseAmt |
| Grant | $1,357,557 | GrantAmt |
| Desc | THE PRIMARY EXEMPT PURPOSE OF THE FOUNDATION IS TO PROMOTE THE PROVISION OF JEWISH HOME AND AGING SERVICES BY RAISING FUNDS AND PROVIDING FINANCIAL SUPPORT FOR THE FUNCTIONS, ACTIVITIES, PROGRAMS, PRACTICES, FACILITIES AND OTHER PURPOSES THAT RELATE TO, OR ARE ASSOCIATED WITH, THE HEBREW HOME FOR AGED DISABLED--DBA SAN FRANCISCO CAMPUS FOR JEWISH LIVING (JEWISH HOME), A CALIFORNIA NON-PROFIT PUBLIC BENEFIT CORPORATION, INCLUDING, BUT NOT LIMITED TO, THE JEWISH HOME'S ELDERLY SERVICE PROGRAMS AND ELDERLY ACTIVITIES. | Desc |
| Total Program Service Expenses | $1,357,557 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 1 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VICTOR MEINKE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4155622690 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 302 SILVER AVENUE | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94112 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Arlene Krieger | ||||||||
| Chair | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Larry Marks | ||||||||
| Treasurer | 1.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Richard Rosenberg | ||||||||
| Secretary | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Adele Corvin | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Robert Newman | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| David Steirman | ||||||||
| Trustee | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| David Friedman | ||||||||
| Trustee | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DANIEL RUTH | ||||||||
| President and CEO | 2.00 | 12.00 | Yes (X) | $0 | $668,196 | $159,555 | ||
| Victor Meinke | ||||||||
| CFO | 12.00 | 4.00 | Yes (X) | $0 | $293,058 | $13,962 | ||
| Sherie Koshover | ||||||||
| Chief Advancement Officer | 12.00 | 4.00 | $0 | $256,526 | $45,534 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,217,780 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $219,051 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ONR Inc | |||||
| 1101 S Capital of Texas Hwy Bldg G | Austin | TX | 78746 | Contractor | $3,438,027 |
| Ankrom Moisan Architects | |||||
| 38 NW Davis Street 300 | Portland | OR | 97209 | Architect | $1,914,735 |
| Dome Construction Corporation | |||||
| 393 East Grand Ave | South San Francisco | CA | 94080 | Contractor | $933,977 |
| Cannon Constructors Inc | |||||
| 6000 Shoreline Court Suite 206 | South San Francisco | CA | 94080 | Contractor | $847,889 |
| Jewish Senior Living Group | |||||
| 302 Silver Avenue | San Francisco | CA | 94112 | Management Fees | $168,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $200,853 | FundraisingAmt |
| All Other Contributions | $11,509,377 | AllOtherContributionsAmt |
| Noncash Contributions | $36,542 | NoncashContributionsAmt |
| Total Contributions | $11,710,230 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,020,873 | TotalRevenueColumnAmt |
| Exclusion | $2,020,873 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,184,502 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,190,053 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$5,551 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$5,551 | TotalRevenueColumnAmt |
| Exclusion | -$5,551 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $44,000 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $200,853 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $43,410 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $590 | TotalRevenueColumnAmt |
| Exclusion | $590 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,726,142 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,015,912 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,357,557 | TotalAmt |
| Program Services | $1,357,557 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $102,723 | TotalAmt |
| Fundraising | $102,723 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$1,060 | TotalAmt |
| Fundraising | -$1,060 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,979 | TotalAmt |
| Fundraising | $6,979 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $260,004 | TotalAmt |
| Management And General | $260,004 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,960 | TotalAmt |
| Management And General | $7,960 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,600 | TotalAmt |
| Management And General | $61,600 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,560 | TotalAmt |
| Management And General | $52,560 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,524 | TotalAmt |
| Management And General | $4,546 | ManagementAndGeneralAmt |
| Fundraising | $13,978 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,070 | TotalAmt |
| Fundraising | $4,070 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22 | TotalAmt |
| Fundraising | $22 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,341 | TotalAmt |
| Management And General | $32,341 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Leases and Rentals | $544 | $544 | |
| License Fees | $430 | $280 | $150 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,139 | TotalAmt |
| Management And General | $108 | ManagementAndGeneralAmt |
| Fundraising | $15,031 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,919,393 | TotalAmt |
| Program Services | $1,357,557 | ProgramServicesAmt |
| Management And General | $419,269 | ManagementAndGeneralAmt |
| Fundraising | $142,567 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $785,853 | BOYAmt |
| EOY | $261,060 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,468,329 | BOYAmt |
| EOY | $22,234,400 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,967,038 | BOYAmt |
| EOY | $18,549,669 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,395,399 | BOYAmt |
| EOY | $10,523,294 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,206,844 | BOYAmt |
| EOY | $59,171,629 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,485,000 | BOYAmt |
| EOY | $2,485,000 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,141 | BOYAmt |
| EOY | $6,036 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $96,345,604 | BOYAmt |
| EOY | $113,231,088 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $217,416 | BOYAmt |
| EOY | $10,000 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,000,000 | BOYAmt |
| EOY | $12,000,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,946,113 | BOYAmt |
| EOY | $24,934,521 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,163,529 | BOYAmt |
| EOY | $36,944,521 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,894,719 | BOYAmt |
| EOY | $35,610,130 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,073,704 | BOYAmt |
| EOY | $39,462,785 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,213,652 | BOYAmt |
| EOY | $1,213,652 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,182,075 | BOYAmt |
| EOY | $76,286,567 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $96,345,604 | BOYAmt |
| EOY | $113,231,088 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $11,806,749 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $4,433,313 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$2,135,570 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,230,462 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,473,745 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,301,012 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,357,982 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,710,230 | CurrentTaxYearAmt |
| Total | $23,073,431 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,230,462 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,473,745 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,301,012 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,357,982 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,710,230 | CurrentTaxYearAmt |
| Total | $23,073,431 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $29,366 | SubstantialContributorsTotAmt |
| Public Support Total170 | $23,044,065 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,884,720 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,283,027 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,964,569 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,983,456 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,020,875 | CurrentTaxYearAmt |
| Total | $15,136,647 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $590 | CurrentTaxYearAmt |
| Total | $590 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $38,210,668 | TotalSupportAmt |
| Public Support CY170 | 0.60310 | PublicSupportCY170Pct |
| Public Support PY170 | 0.39080 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,351,863 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $113,116 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $45,811 | OtherExpendituresAmt |
| End Year Balance | $1,419,168 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,414,724 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $7,990 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $25,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $45,851 | OtherExpendituresAmt |
| End Year Balance | $1,351,863 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,310,142 | BeginningYearBalanceAmt |
| Contributions | $125,000 | ContributionsAmt |
| Investment Earnings Or Losses | $25,525 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $45,943 | OtherExpendituresAmt |
| End Year Balance | $1,414,724 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,206,693 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $149,323 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $45,874 | OtherExpendituresAmt |
| End Year Balance | $1,310,142 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,140,398 | BeginningYearBalanceAmt |
| Contributions | $4,000 | ContributionsAmt |
| Investment Earnings Or Losses | $109,212 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $46,917 | OtherExpendituresAmt |
| End Year Balance | $1,206,693 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.85520 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.14480 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| Beneficial Interest to SFCJL | $17,754,556 |
| Beneficial Interest to 899 Charleston | $6,995,719 |
| Due to Jewish Senior Living Group | $3,000 |
| Due to San Francisco Campus for Jewish Living | $181,246 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $24,934,521 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $16,067,295 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $4,433,313 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$2,135,570 | OtherRevenueAmt |
| Revenue Not Reported | $2,297,743 | RevenueNotReportedAmt |
| Revenue Subtotal | $13,769,552 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$43,410 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$43,410 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $13,726,142 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,962,803 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $43,410 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $43,410 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,919,393 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,919,393 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: | THE INTENDED USE OF THE ENDOWMENT FUNDS ARE TO GENERATE SUPPORT FOR THE HOME'S END OF LIFE CARE PROGRAM AND "ENRICHING THE ELDERLY LIFE" PROGRAM, AND ALSO INCLUDES ACCUMULATED EARNINGS THEREON THAT HAVE NOT YET BEEN EXPENDED. |
| Part X, Line 2: | U.S. GAAP REQUIRES THE FOUNDATION TO EVALUATE TAX POSITIONS TAKEN BY THE FOUNDATION AND RECOGNIZE A TAX LIABILITY IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION. THE FOUNDATION HAS REVIEWED ITS TAX POSITIONS FOR ALL OPEN TAX YEARS AND BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR THE TAX POSITIONS TAKEN. THEREFORE, NO LIABILITY HAS BEEN RECORDED. |
| Part XI, Line 2d - Other Adjustments: | CHANGE IN BENEFICIAL INTEREST TO 899 CHARLESTON -666,904. CHANGE IN BENEFICIAL INTEREST TO SFCJL -1,438,637. DECREASE IN VALUE OF BEQUEST -1,060,538. SMP CAMPAIGN CONTRIBUTIONS 1,085,509. Write-Off of Pledge Receivables -55,000. |
| Part XI, Line 4b - Other Adjustments: | SPECIAL EVENT EXPENSES -43,410. |
| Part XII, Line 2d - Other Adjustments: | Special Event expenses 43,410. |
| Schedule D, Partx XI, Line 2d: | During the 6/30/2017 tax year, the Jewish Home and Senior Living Foundation ("the Foundation") took on pledges and contributions related to the SMP Campaign on behalf of Hebrew Home for Aged Disabled ("the Home") and passed the contributions onto the Home. The Foundation recorded the revenue on their books, but do not have variance power over these contributions, and subsequently have not recorded the contributions on their 6/30/2017 Form 990. The contributions instead are reported directly on the Home's return and Schedule B. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Middle East and North Africa | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | Investments | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $2,850,000 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $2,850,000 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $2,850,000 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Golf Tournament | Event1Nm |
| Gross Receipts Event1 | $244,853 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $200,853 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $44,000 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $14,835 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $13,672 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $14,903 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $244,853 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $200,853 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $44,000 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $14,835 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $13,672 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $14,903 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $43,410 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $590 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Hebrew Home for Aged Disabled | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 302 Silver Avenue | AddressLine1Txt |
| City | San Francisco | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94112 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 940545320 | RecipientEIN |
| IRC Section | 501(c)(3) | IRCSectionDesc |
| Cash Grant | $1,357,557 | CashGrantAmt |
| Purpose Of Grant | For the "Live. Grow. Flourish" Campaign, which was established to raise funds exclusively for the use of the Home and its plans to construct a new assisted living and memory support care facility on its campus in San Francisco. | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | The organization requires grantees to provide periodic reports including budgets, financial reports, and audited financial statements to monitor the use of the funds for the intended purpose. For restricted grants, the organization ensures that the performance of the restriction is met. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DANIEL RUTH | ||||||||||||||
| President and CEO | $0 | $634,756 | $0 | $0 | $0 | $33,440 | $0 | $150,462 | $0 | $9,093 | $0 | $827,751 | $0 | $0 |
| Victor Meinke | ||||||||||||||
| CFO | $0 | $254,808 | $0 | $38,250 | $0 | $0 | $0 | $7,764 | $0 | $6,198 | $0 | $307,020 | $0 | $0 |
| Sherie Koshover | ||||||||||||||
| Chief Advancement Officer | $0 | $213,844 | $0 | $31,650 | $0 | $11,032 | $0 | $44,443 | $0 | $1,091 | $0 | $302,060 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3: | THIS ORGANIZATION RELIED ON A RELATED ORGANIZATION TO ESTABLISH THE COMPENSATION AND BENEFITS OF THE TOP MANAGEMENT OFFICIAL, WHICH UTILIZED THE FOLLOWING METHODS: COMPENSATION COMMITTEE, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. |
| Part I, Line 4b: | DANIEL RUTH: CONTRIBUTION TO 457(F) PLAN - $142,512 SHERIE KOSHOVER: CONTRIBUTION TO 457(F) PLAN - $37,895 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 4 | ContributionCnt |
| Noncash Contributions Rpt F990 | $27,642 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Collectibles CollectiblesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $750 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 5 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,500 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Cost of donated property | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | Event Tickets | 2 | $3,400 | FMV |
| Yes (X) | Wine/Spirits | 4 | $2,900 | PRICE OF DONATED PRO |
| Yes (X) | Restaurant Gift Cards | 3 | $350 | PRICE OF DONATED PRO |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Column (b): | FormAndLineReferenceDesc |
| Explanation | The organization is reporting the number of contributions, rather than the number of items contributed, in Schedule M, Part I, Column (b). | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 3 | The organization paid a management fee of $260,004 during the 6/30/2017 fiscal year to Jewish Senior Living Group, a related organization, who provides management duties to JHSLF. Jewish Senior Living Group compensates JHSLF's top executive (Daniel Ruth) and its top financial official (Victor Meinke), who are all listed on Form 990, Part VII. |
| Form 990, Part VI, Section A, line 7a | The Jewish Community Federation of San Francisco, the Peninsula, Marin and Sonoma Counties has the power to appoint one (1) Trustee; the Hebrew Home for Aged Disabled (DBA San Francisco Campus for Jewish Life) has the power to appoInt three (3) Trustees. |
| Form 990, Part VI, Section B, line 11b | A COPY OF THE FORM 990 WAS PROVIDED TO THE BOARD OF TRUSTEES PRIOR TO FILING. MANAGEMENT OF THE ORGANIZATION REVIEWS THE COMPLETED FORM 990 AND FOLLOWS UP WITH THE TAX PREPARATION FIRM TO ANSWER ANY QUESTIONS PRIOR TO FILING. |
| Form 990, Part VI, Section B, line 12c | THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. EACH TRUSTEE AND PRINCIPAL OFFICER OF THE ORGANIZATION AND EACH MEMBER OF A COMMITTEE WITH BOARD-DELEGATED POWERS ANNUALLY SIGNS A CONFLICT OF INTEREST STATEMENT AND DISCLOSURE FORM. THE BOARD OF TRUSTEES REVIEWS AND DETERMINES IF ANY CONFLICTS OF INTEREST EXIST AND TAKES THE APPROPRIATE ACTION AS OUTLINED IN THE ORGANIZATION'S CONFLICT OF INTEREST POLICY. |
| Form 990, Part VI, Section B, line 15 | FORM 990, PART VI, SECTION B, LINES 15A AND 15B HAVE BEEN MARKED "NO" AS MANDATED BY THE FORM 990 INSTRUCTIONS, AS ALL OFFICERS AND KEY EMPLOYEES ARE COMPENSATED BY A RELATED ORGANIZATION. |
| Form 990, Part VI, Section C, line 19 | THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON WRITTEN OR ORAL REQUEST. THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE UPON REQUEST. |
| Form 990, Part VII, Section A: | Hours for Daniel Ruth, Victor Meinke, and Sherie Koshover appear low as these individuals devote a portion of their time to affiliated organizations not related (by Form 990 definitions) to The Jewish Home and Senior Living Foundation. |
| Form 990, Part XI, line 9: | CHANGE IN BENEFICIAL INTEREST TO 899 CHARLESTON -666,904. CHANGE IN BENEFICIAL INTEREST TO SFCJL -1,438,637. CHANGE IN VALUE OF BEQUEST -1,060,538. SMP Campaign Contributions 1,085,509. Write-Off of Pledge Receivables -55,000. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JEWISH SENIOR LIVING GROUP | |||||||||||
| 302 SILVER AVENUE | San Francisco | CA | 94112 | 800291740 | See Part VII | CA | 501(c)(3) | Line 12a, I | N/A | 0 | |
| BAY AREA JEWISH SENIOR LIFE | |||||||||||
| 302 SILVER AVENUE | San Francisco | CA | 94112 | 455092344 | sEe Part VII | CA | 501(c)(3) | Line 12a, I | Yes (1) | The Jewish Home and Senior Living Foundation | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART II, COLUMN (B) | JEWISH SENIOR LIVING GROUP PRIMARY ACTIVITY: TO PROMOTE THE PROVISION OF JEWISH LIVING SERVICES, FACILITIES AND AGING SERVICES IN NORTHERN CALIFORNIA BY PROVIDING SERVICES DESIGNED TO ASSIST THE SUPPORTED CHARITIES IN THEIR OWN OPERATIONS AND ASSIST WITH DEVELOPING NEW SERVICES AND FACILITIES IN THE AFFILIATED NETWORK. |
| PART II, COLUMN (B) | BAY AREA JEWISH SENIOR LIFE PRIMARY ACTIVITY: TO ASSIST THE SUPPORTED CHARITIES IN THEIR OWN OPERATIONS AND ASSIST WITH DEVELOPING NEW SERVICES AND FACILITIES IN THE AFFILIATED NETWORK. |
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