899 CHARLESTON: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization: 899 CHARLESTON (EIN 03-0594291)
Tax period: 2016-07-01 to 2017-06-30
Filed: 2018-04-16
IRS object ID: 201831069349300843
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 J
Schedule K
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	030594291	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	899 Charleston	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	899C	BusinessNameControlTxt
Phone	6504333600	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	899 East Charleston Road	AddressLine1Txt
City	Palo Alto	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94303	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	Victor Meinke	PersonNm
Person Title	CFO	PersonTitleTxt
Phone	6504333600	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	2018-03-27	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	15:26:28	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

Doing Business As Name DoingBusinessAsName

Field	Value	IRS element (for citing)
Business Name Line1	MOLDAW RESIDENCES	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Principal Officer	Daniel Ruth	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	899 East Charleston Road	AddressLine1Txt
City	Palo Alto	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94303	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$14,776,528	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.899CHARLESTON.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	2006	FormationYr
Legal Domicile State	CA	LegalDomicileStateCd
Activity Or Mission	TO PROVIDE RESIDENTIAL FACILITIES DESIGNATED TO MEET THE NEEDS OF AGED PERSONS, ADDRESS THE WELL BEING OF THE RESIDENTS, AND ADOPT POLICIES TO PROTECT THEM AGAINST FINANCIAL RISKS.	ActivityOrMissionDesc
Voting Members Governing Body	9	VotingMembersGoverningBodyCnt
Voting Members Independent	8	VotingMembersIndependentCnt
Total Employee	141	TotalEmployeeCnt
Total Volunteers	15	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$128,413	PYContributionsGrantsAmt
CY Contributions Grants	$111,575	CYContributionsGrantsAmt
PY Program Service Revenue	$13,785,678	PYProgramServiceRevenueAmt
CY Program Service Revenue	$14,546,513	CYProgramServiceRevenueAmt
PY Investment Income	$27,223	PYInvestmentIncomeAmt
CY Investment Income	$118,440	CYInvestmentIncomeAmt
PY Other Revenue	$0	PYOtherRevenueAmt
CY Other Revenue	$0	CYOtherRevenueAmt
PY Total Revenue	$13,941,314	PYTotalRevenueAmt
CY Total Revenue	$14,776,528	CYTotalRevenueAmt
PY Grants And Similar Paid	$0	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$0	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$4,227,038	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$4,433,537	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$399	CYTotalFundraisingExpenseAmt
PY Other Expenses	$13,117,959	PYOtherExpensesAmt
CY Other Expenses	$12,981,410	CYOtherExpensesAmt
PY Total Expenses	$17,344,997	PYTotalExpensesAmt
CY Total Expenses	$17,414,947	CYTotalExpensesAmt
PY Revenues Less Expenses	-$3,403,683	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$2,638,419	CYRevenuesLessExpensesAmt
Total Assets BOY	$150,382,883	TotalAssetsBOYAmt
Total Assets EOY	$149,412,636	TotalAssetsEOYAmt
Total Liabilities BOY	$189,440,512	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$189,041,305	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	-$39,057,629	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	-$39,628,669	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	See Schedule OWE SUPPORT THE HIGHEST LEVEL OF INDEPENDENCE FOR EACH INDIVIDUAL BY PROMOTING THE PURSUIT OF A HEALTHFUL LIFESTYLE AND COMMUNITY INVOLVEMENT ON OUR MULTIGENERATIONAL CAMPUS. WE SEEK TO PRESERVE JEWISH COMMUNITY VALUES AND TRADITIONS, WHILE SERVING THE DIVERSE CULTURES AND BACKGROUNDS OF THE ENTIRE PENINSULA REGION IN OFFERING A COMPLETELY UNIQUE RETIREMENT OPTION - "UNRETIREMENT!"	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$15,339,039	ExpenseAmt
Revenue	$14,546,513	RevenueAmt
Desc	SEE SCHEDULE O	Desc
Total Program Service Expenses	$15,339,039	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	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	0	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	Yes (1)	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	0	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	0	GrantsToOrganizationsInd
Grants To Individuals	0	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	Yes (1)	TaxExemptBondsInd
Invest Tax Exempt Bonds	0	InvestTaxExemptBondsInd
Escrow Account	0	EscrowAccountInd
On Behalf Of Issuer	0	OnBehalfOfIssuerInd
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	0	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	0	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	35	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	141	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
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	0	QuidProQuoContributionsInd
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	9	GoverningBodyVotingMembersCnt
Independent Voting Member	8	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	Yes (1)	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 (13 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	Highest Compensated EmployeeHighestCompensatedEmployeeInd	Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
Larry Marks
Chair	1.00	2.00	Yes (X)	Yes (X)	$0	$0	$0
David Steirman
Treasurer	1.00	1.00	Yes (X)	Yes (X)	$0	$0	$0
Susan Moldaw
Secretary	1.00	0.00	Yes (X)	Yes (X)	$0	$0	$0
JEAN BLACKBURN
TRUSTEE	1.00	0.00	Yes (X)		$0	$0	$0
ELLEN BROWN
TRustee	1.00	0.00	Yes (X)		$0	$0	$0
NEiL DAVIDSON
Trustee	1.00	0.00	Yes (X)		$0	$0	$0
Pam Ferris
Trustee	1.00	0.00	Yes (X)		$0	$0	$0
MARLENE LEVENSON
Trustee	1.00	0.00	Yes (X)		$0	$0	$0
Daniel Ruth
Executive Vice President	2.00	12.00	Yes (X)		$0	$668,196	$159,555
Victor Meinke
CFO	6.00	4.00		Yes (X)	$0	$293,058	$13,962
ALEXANDER BEN-ISRAEL
EXecutive Director	40.00	0.00		Yes (X)	$196,390	$0	$7,780
Janell Haag
Sales Counselor	40.00	0.00			$114,204	$0	$9,323	Yes (X)
Kevin Hogan
Former Executive Director	0.00	4.00			$0	$230,856	$18,329		Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$310,594	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$1,192,110	TotReportableCompRltdOrgAmt
Total Other Compensation	$208,949	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	2	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	Yes (1)	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K	0	CntrctRcvdGreaterThan100KCnt
All Other Contributions	$111,575	AllOtherContributionsAmt
Total Contributions	$111,575	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
Resident Fees	623000	$11,529,817	$11,529,817
Amort of Entrance Fees	623000	$2,417,394	$2,417,394
Other Fees for Service	623000	$599,302	$599,302

Field	Value	IRS element (for citing)
Total Program Service Revenue	$14,546,513	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$118,440	TotalRevenueColumnAmt
Exclusion	$118,440	ExclusionAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$14,776,528	TotalRevenueColumnAmt
Related Or Exempt Func Income	$14,546,513	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$118,440	ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$201,094	TotalAmt
Program Services	$20,109	ProgramServicesAmt
Management And General	$180,985	ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$3,268,330	TotalAmt
Program Services	$3,045,055	ProgramServicesAmt
Management And General	$223,275	ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$35,510	TotalAmt
Program Services	$32,841	ProgramServicesAmt
Management And General	$2,669	ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$640,059	TotalAmt
Program Services	$528,099	ProgramServicesAmt
Management And General	$111,960	ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$288,544	TotalAmt
Program Services	$261,645	ProgramServicesAmt
Management And General	$26,899	ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$250	TotalAmt
Management And General	$250	ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$65,673	TotalAmt
Management And General	$65,673	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$76,500	TotalAmt
Management And General	$76,500	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$1,627,504	TotalAmt
Program Services	$641,345	ProgramServicesAmt
Management And General	$986,159	ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$215,328	TotalAmt
Program Services	$193,944	ProgramServicesAmt
Management And General	$20,985	ManagementAndGeneralAmt
Fundraising	$399	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$1,143,667	TotalAmt
Program Services	$1,141,857	ProgramServicesAmt
Management And General	$1,810	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$8,685	TotalAmt
Management And General	$8,685	ManagementAndGeneralAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$3,650,094	TotalAmt
Program Services	$3,650,094	ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$4,208,786	TotalAmt
Program Services	$4,208,786	ProgramServicesAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$283,169	TotalAmt
Management And General	$283,169	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt
Food and beverages	$733,823	$729,409	$4,414
Amort of Marketing Cost	$332,221	$332,221
DUES, LICENSES, & FEES	$292,591	$237,928	$54,663
REPAIRS & MAINTENANCE	$108,771	$108,771

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$234,348	TotalAmt
Program Services	$206,935	ProgramServicesAmt
Management And General	$27,413	ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$17,414,947	TotalAmt
Program Services	$15,339,039	ProgramServicesAmt
Management And General	$2,075,509	ManagementAndGeneralAmt
Fundraising	$399	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$6,777,841	BOYAmt
EOY	$10,218,390	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$4,714,343	BOYAmt
EOY	$4,832,822	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$1,089	BOYAmt
EOY	$1,089	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$116,516	BOYAmt
EOY	$95,134	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$451,053	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$19,746	BOYAmt
EOY	$21,216	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$94,577	BOYAmt
EOY	$106,046	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$149,104,129	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$32,850,549	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$120,308,180	BOYAmt
EOY	$116,253,580	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$9,232,201	BOYAmt
EOY	$7,936,078	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$9,118,390	BOYAmt
EOY	$9,497,228	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$150,382,883	BOYAmt
EOY	$149,412,636	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$1,504,258	BOYAmt
EOY	$1,318,446	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$11,609,104	BOYAmt
EOY	$10,669,779	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$71,375,211	BOYAmt
EOY	$70,468,252	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$104,951,939	BOYAmt
EOY	$106,584,828	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$189,440,512	BOYAmt
EOY	$189,041,305	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	-$45,361,307	BOYAmt
EOY	-$46,638,009	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,683,198	BOYAmt
EOY	$2,294,990	EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$4,620,480	BOYAmt
EOY	$4,714,350	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	-$39,057,629	BOYAmt
EOY	-$39,628,669	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$150,382,883	BOYAmt
EOY	$149,412,636	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	-$2,638,419	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$12,116	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$2,079,495	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	$183,892	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$322,181	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$2,000,590	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$128,413	CurrentTaxYearMinus1YearAmt
Current Tax Year	$111,575	CurrentTaxYearAmt
Total	$2,746,651	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$183,892	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$322,181	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$2,000,590	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$128,413	CurrentTaxYearMinus1YearAmt
Current Tax Year	$111,575	CurrentTaxYearAmt
Total	$2,746,651	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$984,284	SubstantialContributorsTotAmt
Public Support Total170	$1,762,367	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$3,182	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$2,343	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$2,556	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$27,223	CurrentTaxYearMinus1YearAmt
Current Tax Year	$118,440	CurrentTaxYearAmt
Total	$153,744	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$2,900,395	TotalSupportAmt
Gross Receipts Rltd Activities	$61,393,849	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.60760	PublicSupportCY170Pct
Public Support PY170	0.48740	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	$6,233,945	BeginningYearBalanceAmt
Contributions	$93,870	ContributionsAmt
Investment Earnings Or Losses	$666,904	InvestmentEarningsOrLossesAmt
End Year Balance	$6,994,719	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$6,075,044	BeginningYearBalanceAmt
Contributions	$125,000	ContributionsAmt
Investment Earnings Or Losses	$33,901	InvestmentEarningsOrLossesAmt
End Year Balance	$6,233,945	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$5,573,737	BeginningYearBalanceAmt
Contributions	$374,998	ContributionsAmt
Investment Earnings Or Losses	$126,309	InvestmentEarningsOrLossesAmt
End Year Balance	$6,075,044	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$4,625,291	BeginningYearBalanceAmt
Contributions	$275,000	ContributionsAmt
Investment Earnings Or Losses	$673,446	InvestmentEarningsOrLossesAmt
End Year Balance	$5,573,737	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$4,079,770	BeginningYearBalanceAmt
Contributions	$128,216	ContributionsAmt
Investment Earnings Or Losses	$417,303	InvestmentEarningsOrLossesAmt
End Year Balance	$4,625,289	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.00000	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.67400	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.32600	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	0	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	Yes (1)	EndowmentsHeldRelatedOrgInd
Related Org List Sch R	Yes (1)	RelatedOrgListSchRInd

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$13,118,538	OtherCostOrOtherBasisAmt
Book Value	$13,118,538	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$127,681,073	OtherCostOrOtherBasisAmt
Depreciation	$26,995,691	DepreciationAmt
Book Value	$100,685,382	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$7,209,154	OtherCostOrOtherBasisAmt
Depreciation	$5,297,979	DepreciationAmt
Book Value	$1,911,175	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$1,095,364	OtherCostOrOtherBasisAmt
Depreciation	$556,879	DepreciationAmt
Book Value	$538,485	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$116,253,580	TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (4 entries)

DescDesc	Book ValueBookValueAmt
DEFERRED MARKETING COSTS	$747,496
Bond Issuance Costs	$1,716,435
Beneficial Interest in JHSLF	$6,995,719
INTEREST RECEIVABLE	$37,578

Field	Value	IRS element (for citing)
Total Book Value Other Assets	$9,497,228	TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)

DescDesc	AmtAmt
Refundable Deposit	$1,253,079
refundable entrance fees	$100,688,182
Loan Payable to JHSLF	$4,635,794
Due to Related Organizations	$7,773

Field	Value	IRS element (for citing)
Total Liability	$106,584,828	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$16,843,907	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	-$12,116	NetUnrealizedGainsInvstAmt
Other Revenue	$2,079,495	OtherRevenueAmt
Revenue Not Reported	$2,067,379	RevenueNotReportedAmt
Revenue Subtotal	$14,776,528	RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt	$0	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$14,776,528	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$17,414,947	TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported	$0	ExpensesNotReportedAmt
Expenses Subtotal	$17,414,947	ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt	$0	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$17,414,947	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Part V, Line 4:	THE INTENDED USE OF THE ENDOWMENT FUNDS ARE TO PROVIDE SUPPORT FOR RESIDENTS OF THE 899 CHARLESTON PROJECT OR ACCEPTED APPLICANTS WHO CANNOT AFFORD A PORTION OF EITHER THE ENTRY FEE OR THE CONTINUING MONTHLY COSTS, AND INCLUDES ACCUMULATED EARNINGS THEREON THAT HAVE NOT YET BEEN EXPENDED.
Part X, Line 2:	U.S. GAAP requires the Organization to evaluate tax positions taken by the Organization and recognize a tax liability if the Organization has taken an uncertain position that more likely than not would not be sustained upon examination by the applicable tax authority. The Organization 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 in JHSLF 666,904. Change in Future Service Benefit Obligation 1,412,591.

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 (4 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
Executive Vice President	$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
ALEXANDER BEN-ISRAEL
EXecutive Director	$174,390	$0	$22,000	$0	$0	$0	$1,725	$0	$6,055	$0	$204,170	$0	$0	$0
Kevin Hogan
Former Executive Director	$0	$200,856	$0	$30,000	$0	$0	$0	$6,000	$0	$12,329	$0	$249,185	$0	$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Part I, Line 3	The organization relied on a related organization to establish the compensation and benefits of the top management official utilizing the following methods: compensation committee, compensation survey or study, approval by the board or compensation committee.
Part I, Line 4b	DANIEL RUTH: CONTRIBUTION TO 457(F) PLAN $142,512.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd

Issuer Name IssuerName

Field	Value	IRS element (for citing)
Business Name Line1	CALIFORNIA STATEWIDE COMMUNITY DEVELOPMENT AUTHORITY	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Bond Issuer EIN	680164610	BondIssuerEIN
Bond Issued	2014-11-20	BondIssuedDt
Issue Price	$81,435,953	IssuePriceAmt
Purpose	REFINANCING OF EXISTING BOND AND TERM LOAN DEBT	PurposeDesc
Defeased	0	DefeasedInd
On Behalf Of Issuer	Yes (1)	OnBehalfOfIssuerInd
Pool Financing	0	PoolFinancingInd

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Retired	$3,651,862	RetiredAmt
Total Proceeds	$81,435,953	TotalProceedsAmt
In Reserve Fund	$4,435,007	InReserveFundAmt
Issuance Costs From Proceeds	$1,448,074	IssuanceCostsFromProceedsAmt
Other Spent Proceeds	$75,532,680	OtherSpentProceedsAmt
Unspent	$20,192	UnspentAmt
Substantial Completion	2014	SubstantialCompletionYr
Current Refunding	Yes (1)	CurrentRefundingInd
Advance Refunding	0	AdvanceRefundingInd
Final Allocation Made	Yes (1)	FinalAllocationMadeInd
Adequate Books And Rec Maint	Yes (1)	AdequateBooksAndRecMaintInd

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Owning Bond Financed Property	0	OwningBondFinancedPropertyInd
Any Lease Arrangements	0	AnyLeaseArrangementsInd
Mgmt Contract Bond Fincd Prop	0	MgmtContractBondFincdPropInd
Any Research Agreements	0	AnyResearchAgreementsInd
Private Bus Use By Others	0.00000	PrivateBusUseByOthersPct
Private Bus Concerning UBI	0.00000	PrivateBusConcerningUBIPct
Total Private Business Use	0.00000	TotalPrivateBusinessUsePct
Bond Iss Meet Prvt Sec Pymt Test	0	BondIssMeetPrvtSecPymtTestInd
Change In Use Bond Financed Prop	0	ChangeInUseBondFinancedPropInd
Procs Nonqualified Bond Remdtd	Yes (1)	ProcsNonqualifiedBondRemdtdInd

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Form8038 T Filed	0	Form8038TFiledInd
Rebate Not Due Yet	Yes (1)	RebateNotDueYetInd
Exception To Rebate	0	ExceptionToRebateInd
No Rebate Due	0	NoRebateDueInd
Variable Rate Issue	Yes (1)	VariableRateIssueInd
Hedge Identified In Bks And Rec	0	HedgeIdentifiedInBksAndRecInd
Gross Proceeds Invested In GIC	0	GrossProceedsInvestedInGICInd
Gross Proceeds Invested	0	GrossProceedsInvestedInd
Written Proc To Monitor Reqs	Yes (1)	WrittenProcToMonitorReqsInd

Procedures Corrective Action ProceduresCorrectiveActionGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Procedures Corrective Action	Yes (1)	ProceduresCorrectiveActionInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART III, LINE 4A:	CONSTRUCTION AND OPERATION OF 193 MAINTENANCE-FREE APARTMENTS, INCLUDING 170 UNITS FOR INDEPENDENT LIVING, 12 FOR ASSISTED LIVING, AND 11 UNITS FOR SPECIALIZED MEMORY SUPPORT, IN BUILDINGS THROUGHOUT THE PEDESTRIAN-FRIENDLY TAUBE-KORET CAMPUS FOR JEWISH LIFE, THE FIRST AND ONLY JEWISH-SPONSORED SENIOR LIVING COMMUNITY IN THE REGION SOUTH OF SAN FRANCISCO, CALIFORNIA. THE GOAL OF THIS UNIQUE NEIGHBORHOOD DESIGN IS TO FOSTER OPPORTUNITIES FOR OLDER ADULTS TO ENGAGE WITH INDIVIDUALS OF ALL AGES AS THEY PARTICIPATE IN ACTIVITIES AND ORGANIZATIONS ON THE CAMPUS. AS A CONTINUING CARE RETIREMENT COMMUNITY, 899 CHARLESTON (DBA MOLDAW RESIDENCES) ALSO PROVIDES FOR RESIDENTS' FUTURE HEALTHCARE, AS NEEDED. IN ADDITION TO HAVING ACCESS TO PERSONALIZED ASSISTED LIVING SERVICES MEMORY SUPPORT RESIDENCES ON CAMPUS, RESIDENTS ARE ALSO AFFORDED PRIORITY ACCESS TO SKILLED NURSING CARE THROUGH AN AFFILIATION WITH THE HEBREW HOME FOR AGED DISABLED. DURING THE YEAR, MOLDAW RESIDENCES PROVIDED INDEPENDENT LIVING AND MEMORY SUPPORT LIVING TO ELDERLY RESIDENTS. THERE WERE 237 RESIDENTS AT JUNE 30, 2017.
Form 990, Part VI, Section A, line 3	The organization pays a management fee to Jewish Senior Living Group, a related organization who provides management, marketing, and other supporting services to 899 Charleston. The organization's top executive (Daniel Ruth) and top financial official (Victor Meinke) are both compensated by Jewish Senior Living Group. Total payments to Jewish Senior Living Group for these management, marketing, and other supporting services totalled $908,190 during the 6/30/2017 fiscal year.
Form 990, Part VI, Section A, line 7a	Jewish Senior Living Group, a California nonprofit public benefit corporation, appoints a majority of the Trustees.
Form 990, Part VI, Section B, line 11b	A COMPLETE COPY OF THE FORM 990 WAS PROVIDED TO ALL MEMBERS OF THE BOARD OF TRUSTEES PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. 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 MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. EACH TRUSTEE AND PRINCIPLE OFFICER OF THE ORGANIZATION AND EACH MEMBER OF A COMMITTEE WITH BOARD-DELEGATED POWERS 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 15a	THE BOARD REVIEWED AND APPROVED THE ANNUAL COMPENSATION PACKAGE FOR THE EXECUTIVE DIRECTOR BASED ON VARIOUS FACTORS SUCH AS: COMPENSATION DATA OBTAINED FROM VARIOUS SOURCES AND NON-PROFIT RESOURCES FOR SIMILARLY SITUATED ORGANIZATION IN THE AREA. THE BOARD APPROVED THE ANNUAL BUDGET THAT INCLUDES SALARY EXPENSE. LINE 15B HAS BEEN ANSWERED "NO" (AS MANDATED BY THE FORM 990 INSTRUCTIONS), AS THE ORGANIZATION DOES NOT COMPENSATE ANY ADDITIONAL OFFICERS OR KEY EMPLOYEES; THESE INDIVIDUALS 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 NOT MADE AVAILABLE TO THE PUBLIC.
Form 990, Part VII:	Hours for Daniel Ruth, Victor Meinke, and Kevin Hogan appear low as these individuals devote a portion of their time to affiliated organization not related (by Form 990 definitions) to 899 Charleston. Kevin Hogan, who termed as Executive Director of 899 Charleston in December of 2015, is listed as a "Former Officer" as he received compensation in relation to services performed as an employee for a related organization during the 2016 calendar year.
Form 990, Part XI, line 9:	Change In Beneficial Interest in JHSLF 666,904. Change in Future Service Benefit Obligation 1,412,591.

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	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	francisco	CA	94112	455092344	SEE PART VII	CA	501(c)(3)	Line 12a, I		0	JEWISH SENIOR LIVING GROUP

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	Bay Area Senior Health Services Inc	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	94015	ZIPCd

Field	Value	IRS element (for citing)
EIN	454293287	EIN
Primary Activities	MANAGEMENT CO	PrimaryActivitiesTxt
Legal Domicile State	CA	LegalDomicileStateCd
Direct Controlling NA	N/A	DirectControllingNACd
Entity Type	C	EntityTypeTxt
Controlled Organization	0	ControlledOrganizationInd

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	0	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	0	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	Yes (1)	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	Yes (1)	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.