899 CHARLESTON: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization: 899 CHARLESTON (EIN 03-0594291)
Tax period: 2015-07-01 to 2016-06-30
Filed: 2017-02-15
IRS object ID: 201740469349301549
Schema version: 2015v3.0
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	2017-02-15T11:11:12-06:00	ReturnTs
Tax Period End	2016-06-30	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	2015-07-01	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	6504333614	PhoneNum

US Address USAddress

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

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	Daniel Ruth	PersonNm
Person Title	TRUSTEE	PersonTitleTxt
Phone	6504333614	PhoneNum
Signature	2017-02-13	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	2017-02-13	PreparationDt

Field	Value	IRS element (for citing)
Tax	2015	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 FAMILY 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 E Charleston Road	AddressLine1Txt
City	Palo Alto	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94303	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$13,941,314	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	10	VotingMembersGoverningBodyCnt
Voting Members Independent	9	VotingMembersIndependentCnt
Total Employee	135	TotalEmployeeCnt
Total Volunteers	17	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$2,000,590	PYContributionsGrantsAmt
CY Contributions Grants	$128,413	CYContributionsGrantsAmt
PY Program Service Revenue	$13,315,693	PYProgramServiceRevenueAmt
CY Program Service Revenue	$13,785,678	CYProgramServiceRevenueAmt
PY Investment Income	$2,556	PYInvestmentIncomeAmt
CY Investment Income	$27,223	CYInvestmentIncomeAmt
PY Other Revenue	$0	PYOtherRevenueAmt
CY Other Revenue	$0	CYOtherRevenueAmt
PY Total Revenue	$15,318,839	PYTotalRevenueAmt
CY Total Revenue	$13,941,314	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	$4,421,082	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$4,227,038	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$12,545,232	PYOtherExpensesAmt
CY Other Expenses	$13,117,959	CYOtherExpensesAmt
PY Total Expenses	$16,966,314	PYTotalExpensesAmt
CY Total Expenses	$17,344,997	CYTotalExpensesAmt
PY Revenues Less Expenses	-$1,647,475	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$3,403,683	CYRevenuesLessExpensesAmt
Total Assets BOY	$152,679,950	TotalAssetsBOYAmt
Total Assets EOY	$150,382,883	TotalAssetsEOYAmt
Total Liabilities BOY	$192,532,299	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$189,440,512	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	-$39,852,349	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	-$39,057,629	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 & 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	$15,192,922	ExpenseAmt
Revenue	$13,785,678	RevenueAmt
Desc	See Schedule OCONSTRUCTION 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 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 FAMILY RESIDENCES PROVIDED INDEPENDENT LIVING AND MEMORY SUPPORT LIVING TO ELDERLY RESIDENTS. THERE WERE 233 RESIDENTS AT JUNE 30, 2016.	Desc
Total Program Service Expenses	$15,192,922	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	43	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	135	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	10	GoverningBodyVotingMembersCnt
Independent Voting Member	9	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	0	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	Yes (1)	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

Form990 Part VII Section A Form990PartVIISectionAGrp (15 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
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
Joel Goldman
Treasurer (THRU 10/15)	1.00	0.00	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
Dan Ogus
Trustee	1.00	0.00	Yes (X)		$0	$0	$0
Daniel Ruth
Executive Vice President	2.00	38.00	Yes (X)		$0	$762,159	$231,174
Victor Meinke
CFO	12.00	28.00		Yes (X)	$0	$282,170	$13,339
Darren Trisel
Executive Director (thru 9/15)	40.00	0.00		Yes (X)	$0	$0	$0
KEVIN HOGAN
EXecutive Director (thru 12/15)	12.00	0.00		Yes (X)	$0	$96,938	$13,225
ALEXANDER BEN-ISRAEL
EXecutive Director	40.00	0.00		Yes (X)	$0	$0	$0

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$0	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$1,141,267	TotReportableCompRltdOrgAmt
Total Other Compensation	$257,738	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

Contractor Name ContractorName

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Pacific Retirement Services	BusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1 W Main St 303	AddressLine1Txt
City	Medford	CityNm
State Abbreviation	OR	StateAbbreviationCd
ZIP	97501	ZIPCd

Field	Value	IRS element (for citing)
Services	Management Services	ServicesDesc
Compensation	$825,270	CompensationAmt

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	1	CntrctRcvdGreaterThan100KCnt
All Other Contributions	$128,413	AllOtherContributionsAmt
Total Contributions	$128,413	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
Resident fees	623000	$10,954,801	$10,954,801
Entrance fee amort	623000	$2,357,314	$2,357,314
fees for service	623000	$473,563	$473,563

Field	Value	IRS element (for citing)
Total Program Service Revenue	$13,785,678	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$27,223	TotalRevenueColumnAmt
Exclusion	$27,223	ExclusionAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$13,941,314	TotalRevenueColumnAmt
Related Or Exempt Func Income	$13,785,678	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$27,223	ExclusionAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part IX	Yes (X)	InfoInScheduleOPartIXInd

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$94,970	TotalAmt
Program Services	$9,497	ProgramServicesAmt
Management And General	$85,473	ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$3,210,381	TotalAmt
Program Services	$2,914,422	ProgramServicesAmt
Management And General	$295,959	ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$31,917	TotalAmt
Program Services	$31,557	ProgramServicesAmt
Management And General	$360	ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$602,469	TotalAmt
Program Services	$520,262	ProgramServicesAmt
Management And General	$82,207	ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$287,301	TotalAmt
Program Services	$261,154	ProgramServicesAmt
Management And General	$26,147	ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$674	TotalAmt
Program Services	$111	ProgramServicesAmt
Management And General	$563	ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$40,838	TotalAmt
Management And General	$40,838	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$81,000	TotalAmt
Management And General	$81,000	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$1,835,473	TotalAmt
Program Services	$707,792	ProgramServicesAmt
Management And General	$1,127,681	ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$304,835	TotalAmt
Program Services	$222,922	ProgramServicesAmt
Management And General	$81,913	ManagementAndGeneralAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$1,163,630	TotalAmt
Program Services	$1,156,593	ProgramServicesAmt
Management And General	$7,037	ManagementAndGeneralAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$3,577,477	TotalAmt
Program Services	$3,513,700	ProgramServicesAmt
Management And General	$63,777	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$4,187,640	TotalAmt
Program Services	$4,029,816	ProgramServicesAmt
Management And General	$157,824	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$267,984	TotalAmt
Program Services	$267,984	ProgramServicesAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt
Food and beverages	$796,582	$791,888	$4,694
Amort. of Mrkt Cost	$332,221	$332,221
DUES & LICENSES & FEES	$292,316	$240,105	$52,211
REPAIRS & MAINTENANCE	$117,171	$117,171

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$120,118	TotalAmt
Program Services	$75,727	ProgramServicesAmt
Management And General	$44,391	ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$17,344,997	TotalAmt
Program Services	$15,192,922	ProgramServicesAmt
Management And General	$2,152,075	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$1,669,679	BOYAmt
EOY	$6,777,841	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$17,022,793	BOYAmt
EOY	$4,714,343	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	$139,191	BOYAmt
EOY	$116,516	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$343,905	BOYAmt
EOY	$94,577	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$148,949,943	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$28,641,763	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$124,328,145	BOYAmt
EOY	$120,308,180	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$9,232,201	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$9,175,148	BOYAmt
EOY	$9,138,136	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$152,679,950	BOYAmt
EOY	$150,382,883	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$1,316,354	BOYAmt
EOY	$1,504,258	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$11,606,644	BOYAmt
EOY	$11,609,104	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$72,252,926	BOYAmt
EOY	$71,375,211	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$107,356,375	BOYAmt
EOY	$104,951,939	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$192,532,299	BOYAmt
EOY	$189,440,512	EOYAmt

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

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	-$46,127,408	BOYAmt
EOY	-$45,361,307	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,779,579	BOYAmt
EOY	$1,683,198	EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$4,495,480	BOYAmt
EOY	$4,620,480	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	-$39,852,349	BOYAmt
EOY	-$39,057,629	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$152,679,950	BOYAmt
EOY	$150,382,883	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	-$3,403,683	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$7,403	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$4,191,000	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	$707,678	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$183,892	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$322,181	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$2,000,590	CurrentTaxYearMinus1YearAmt
Current Tax Year	$128,413	CurrentTaxYearAmt
Total	$3,342,754	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$707,678	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$183,892	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$322,181	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$2,000,590	CurrentTaxYearMinus1YearAmt
Current Tax Year	$128,413	CurrentTaxYearAmt
Total	$3,342,754	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$1,497,964	SubstantialContributorsTotAmt
Public Support Total170	$1,844,790	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$407,201	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$3,182	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$2,343	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$2,556	CurrentTaxYearMinus1YearAmt
Current Tax Year	$27,223	CurrentTaxYearAmt
Total	$442,505	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$3,785,259	TotalSupportAmt
Gross Receipts Rltd Activities	$53,694,056	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.48740	PublicSupportCY170Pct
Public Support PY170	0.80280	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	$6,075,044	BeginningYearBalanceAmt
Contributions	$125,000	ContributionsAmt
Investment Earnings Or Losses	$33,901	InvestmentEarningsOrLossesAmt
End Year Balance	$6,233,945	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$3,600,666	BeginningYearBalanceAmt
Contributions	$427,916	ContributionsAmt
Investment Earnings Or Losses	$51,188	InvestmentEarningsOrLossesAmt
End Year Balance	$4,079,770	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.00000	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.74000	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.26000	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	$127,674,378	OtherCostOrOtherBasisAmt
Depreciation	$23,498,758	DepreciationAmt
Book Value	$104,175,620	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$7,086,753	OtherCostOrOtherBasisAmt
Depreciation	$4,678,814	DepreciationAmt
Book Value	$2,407,939	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$1,070,274	OtherCostOrOtherBasisAmt
Depreciation	$464,191	DepreciationAmt
Book Value	$606,083	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$120,308,180	TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (5 entries)

DescDesc	Book ValueBookValueAmt
DEFERRED MARKETING COSTS	$1,079,717
Bond Issuance Costs	$1,769,487
Beneficial Interest in JHSLF	$6,234,945
Inventory	$19,746
INTEREST RECEIVABLE	$34,241

Field	Value	IRS element (for citing)
Total Book Value Other Assets	$9,138,136	TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)

DescDesc	AmtAmt
Refundable Deposit	$1,360,002
refundable entrance fees	$97,665,385
Loan payable from JHSLF	$4,507,899
Due to JSLG	$6,062
FSO Liability	$1,412,591

Field	Value	IRS element (for citing)
Total Liability	$104,951,939	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$18,267,611	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$7,403	NetUnrealizedGainsInvstAmt
Other Revenue	$4,318,894	OtherRevenueAmt
Revenue Not Reported	$4,326,297	RevenueNotReportedAmt
Revenue Subtotal	$13,941,314	RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt	$0	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$13,941,314	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$17,472,891	TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included	$127,894	OtherExpensesIncludedAmt
Expenses Not Reported	$127,894	ExpensesNotReportedAmt
Expenses Subtotal	$17,344,997	ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt	$0	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$17,344,997	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Part V, Line 4:	THE INTENDED USE OF THE ENDOWMENT FUND IS 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. AS REQUIRED BY ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA, NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS.
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 33,901. Change in FSO Liability 4,284,995. write off uncollectible pledges -2.
Part XII, Line 2d - Other Adjustments:	Amortization of discount on notes payable 127,894.

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 (2 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	$627,910	$0	$100,000	$0	$34,249	$0	$222,076	$0	$9,098	$0	$993,333	$0	$0
Victor Meinke
CFO	$0	$246,403	$0	$32,825	$0	$2,942	$0	$7,629	$0	$5,710	$0	$295,509	$0	$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Part I, Line 4b	DANIEL RUTH: CONTRIBUTION TO 457(F) PLAN $214,126.09
PART I, LINE 3:	THIS ORGANIZATION RELIED ON A RELATED ORGANIZATION TO ESTABLISH THE COMPENSATION AND BENEFITS OF THE TOP MANAGEMENT OFFICIAL USING ONE OR MORE OF THE METHODS INDICATED ON LINE 3.

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	$1,028,468	RetiredAmt
Total Proceeds	$81,435,953	TotalProceedsAmt
In Reserve Fund	$4,449,831	InReserveFundAmt
Issuance Costs From Proceeds	$1,448,074	IssuanceCostsFromProceedsAmt
Other Spent Proceeds	$75,517,856	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 (8 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Form 990, Part VI, Section A, line 3	PACIFIC RETIREMENT SERVICES' (PRS') ROLE AS ONE OF WORKING WITH THE OWNER (DEFINED AS 899 CHARLESTON) IN MAKING MAJOR DECISIONS INCLUDING BUDGETING, HIRING/FIRING, SELECTION OF AN EXECUTIVE DIRECTOR AND MARKETING DIRECTOR, MAJOR CAPITAL DECISIONS. THE BOARD OF MOLDAW HAS ULTIMATE AUTHORITY AS TO THESE FUNCTIONS, AND PRS IS A CONSULTANT (AS THEY ARE TITLED IN THE AGREEMENT) PROVIDING RECOMMENDED ACTIONS TO THE BOARD. ONE OF THE EXECUTIVE DIRECTORS DURING THE FISCAL YEAR WAS A PRS EMPLOYEE AND MANAGED THE DAYTODAY OPERATIONS OF 899 CHARLESTON.
Form 990, Part VI, Section B, line 11	A COPY OF THE FORM 990 WAS PROVIDED TO ALL 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 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 15	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.
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 IX, line 11g	Contract services and professional fees: Program service expenses 707,792. Management and general expenses 1,127,681. Fundraising expenses 0. Total expenses 1,835,473.
Form 990, Part XI, line 9:	Change In Beneficial Interest 33,901. Amortization of Discount on Notes Payable -127,894. Write-off of Uncollectible Pledges -2. Change in FSO Liability 4,284,995.
Section VII, Compensation:	Hours for Daniel Ruth and Victor Meinke may appear low due to exclusion of hours devoted to organizations in the group that don't meet the IRS definition of "related."

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Exempt Code SectionExemptCodeSectionTxt	Public Charity StatusPublicCharityStatusTxt	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Controlled OrganizationControlledOrganizationInd	Direct Controlling NADirectControllingNACd
JEWISH SENIOR LIVING GROUP
302 Silver Avenue	francisco	CA	94112	800291740	SEE PART VII	CA	501(c)(3)	11A	JEWISH HOME AND SENIOR LIVING FOUNDATION	0
JEWISH HOME AND SENIOR LIVING FOUNDATION
302 Silver Avenue	francisco	CA	94112	020724278	SEE PART VII	CA	501(c)(3)	7		0	N/A
BAY AREA JEWISH SENIOR LIFE
302 Silver Avenue	francisco	CA	94112	455092344	SEE PART VII	CA	501(c)(3)	11A	JEWISH SENIOR LIVING GROUP	0

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 (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART II, LINE 1, COL (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, LINE 2, COL (B)	JEWISH HOME AND SENIOR LIVING FOUNDATION PRIMARY ACTIVITY TO PROMOTE AND SUPPORT THE PROVISION OF JEWISH AGING SERVICES, INCLUDING THE MISSION AND ACTIVITIES ASSOCIATED WITH THE JEWISH HOME OF SAN FRANCISCO AND NETWORK AFFILIATES.
PART II, LINE 3, COL (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.