2015-03-20T13:41:41-05:00 2014-06-30 930623286 AKT LLP 312 S JUNIPER STREET SUITE 100 ESCONDIDO CA 92025 990 2013-07-01 951455284 SAN DIEGO HEBREW HOMES SAND 7606320081 211 SAXONY ROAD ENCINITAS CA 92024 BRADLEY BLOSE VP FINANCE 7606320081 2015-03-14 1 ELSA A ROMERO P00485021 7607461560 2015-03-14 2013 2016-03-07 17:11:31Z PAM FERRIS 211 SAXONY ROAD ENCINITAS CA 92024 19944395 0 X WWW.SEACRESTVILLAGE.ORG X 1944 CA TO PROVIDE HOUSING AND HEALTH CARE SERVICES TO ELDERLY PERSONS WITHOUT REGARD FOR ABILITY TO PAY. 25 25 386 0 564504 -98294 3319590 1566143 18011128 18235921 83829 84371 -64502 -71689 21350045 19814746 0 0 0 0 10837978 10958386 50 0 450566 8475075 8959493 19313103 19917879 2036942 -103133 39715818 37748139 6195204 4263416 33520614 33484723 TO PROVIDE HOUSING AND HEALTH CARE SERVICES TO ELDERLY PERSONS WITHOUT REGARD FOR ABILITY TO PAY. 0 0 17009967 17671417 PROVIDES FREE AND REDUCED-FEE CARE AND HOUSING TO QUALIFIED RESIDENTS. CHARITY IS PROVIDED THROUGHOUT ALL LEVELS OF CARE OFFERED BY SAN DIEGO HEBREW HOMES. CHARITABLE CARE IS MEASURED BASED ON DIRECT AND INDIRECT COSTS. THE TOTAL COST OF CHARITABLE CARE PROVIDED WAS APPROXIMATELY $1,776,000 MILLION. 17009967 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 71 0 1 386 1 1 1 0 0 0 0 0 0 0 0 0 X 25 25 1 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 CA X BRADLEY BLOSE 7606320081 211 SAXONY ROAD ENCINITAS CA 92024 STANLEY PAPPELBAUM MD CHAIR 1.00 X X 0 0 0 EARL ALTSHULER VICE CHAIR 1.00 1.00 X X 0 0 0 ROBERT HAIMSOHN VICE CHAIR 1.00 1.00 X X 0 0 0 JEFFREY LIPINSKY SECRETARY 1.00 X X 0 0 0 JEFF PLATT TREASURER 1.00 X X 0 0 0 LEN GREGORY DIRECTOR 1.00 X 0 0 0 LINDA BENNETT DIRECTOR 1.00 X 0 0 0 HILDI BEYOR DIRECTOR 1.00 X 0 0 0 JONATHAN HALBERG DIRECTOR 1.00 X 0 0 0 INGRAM CHODOROW DIRECTOR 1.00 X 0 0 0 MARY EPSTEN DIRECTOR 1.00 X 0 0 0 DAVE GILBERT DIRECTOR 1.00 X 0 0 0 CAROL FOX DIRECTOR 1.00 X 0 0 0 MARK STEINBERG DIRECTOR 1.00 X 0 0 0 DENNIS LAVINE DIRECTOR 1.00 X 0 0 0 ANNE NAGORNER DIRECTOR 1.00 X 0 0 0 JOE PINCHMAN DIRECTOR 1.00 X 0 0 0 TEDDIE LEWIS PINCUS DIRECTOR 1.00 X 0 0 0 LINDA PLATT DIRECTOR 1.00 X 0 0 0 SHEARN PLATT DIRECTOR 1.00 X 0 0 0 JOHN KASSAR DIRECTOR 1.00 X 0 0 0 JWEEY KLUSKY DIRECTOR 1.00 X 0 0 0 STEVEN STEINBERG MD DIRECTOR 1.00 X 0 0 0 RICK VANN DIRECTOR 1.00 X 0 0 0 STUART WEISS MD DIRECTOR 1.00 X 0 0 0 PAM FERRIS PRESIDENT/CEO 40.00 1.00 X 241908 0 48151 BRADLEY BLOSE VICE PRESIDENT FINANCE 40.00 1.00 X 173839 0 10104 ROBIN ISRAEL VP PHILATHROPY 40.00 X 152994 0 5586 MADONNA DENTON DIR OF HOME CARE 40.00 X 114594 0 4879 KATHRYN SANGER VP HUMAN RESOURCES 40.00 X 126196 0 4876 809531 0 73596 5 0 1 0 REHABCARE PO BOX 503534 ST LOUIS MO 50353 THERAPY SERVICES 834096 BYCOR CONSTRUCTION 6440 MARINDUSTRY PLACE SAN DIEGO CA 92121 CONSTRUCTION 185516 RON'S PHARMACY 6225 NANCY RIDGE ROAD SAN DIEGO CA 92121 PHARMACY SERVICES 114542 3 296063 120000 1150080 7382 1566143 RESIDENT SERVICES 623000 17641417 17641417 MANAGEMENT SERVICES 541900 594504 30000 564504 18235921 84371 84371 57960 296063 129649 -71689 -71689 19814746 17671417 564504 12682 727663 72000 495020 160643 7877069 6839371 901304 136394 211677 155821 48055 7801 1481961 1177973 260514 43474 660016 536285 101719 22012 26177 26177 43296 43296 902 902 1033254 992296 40958 127095 127095 246287 55927 190360 1272027 1272027 15030 1054 13976 139106 139106 2511826 2437710 73045 1071 618257 564832 51955 1470 FOOD 1252921 1252921 0 0 MEDICAL & HOUSEKEEPING 735410 735410 0 0 LICENSES 351844 351844 0 0 RESIDENT ACTIVITIES 295265 295265 0 0 290796 130125 82970 77701 19917879 17009967 2457346 450566 134992 55084 4649308 4175573 1525000 1525000 1267624 1007014 428197 361450 39769903 11948890 29114660 27821013 1804991 1803150 791046 999855 39715818 37748139 1462284 1565552 3820497 1648434 912423 1049430 6195204 4263416 X 30002042 29966151 3518572 3518572 33520614 33484723 39715818 37748139 -103133 67242 0 X 0 1 X 1 0 X 2864944 3133365 6641244 3319590 1566143 17525286 14854737 15128536 16133970 17442399 17671417 81231059 17719681 18261901 22775214 20761989 19237560 98756345 0 0 0 98756345 91667 71992 75319 83789 84371 407138 91667 71992 75319 83789 84371 407138 17811348 18333893 22850533 20845778 19321931 99163483 0.99590 0.99560 0.00410 0.00440 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 36090804 9452550 26638254 375609 186100 189509 3303490 2310240 993250 27821013 ACCRUED RETIREMENT 238533 DEFERRED SALARY 598230 RESIDENT DEPOSITS 212667 1049430 X 20010735 67242 129649 196891 19813844 902 902 19814746 20046626 129649 129649 19916977 902 902 19917879 PART X, LINE 2: THE HOMES FOLLOW ACCOUNTING STANDARDS RELATED TO THE RECOGNITION OF UNCERTAIN TAX POSITIONS. THESE STANDARDS PROVIDE DETAILED GUIDANCE FOR FINANCIAL STATEMENT RECOGNITION, MEASUREMENT AND DISCLOSURE OF UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON THE INCOME TAX RETURNS. THE HOMES WILL RECORD A LIABILITY FOR UNCERTAIN TAX POSITIONS WHEN IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WOULD NOT BE SUSTAINED IF EXAMINED BY THE TAXING AUTHORITY. MANAGEMENT HAS DETERMINED THAT THE HOMES DO NOT HAVE ANY UNCERTAIN TAX POSITIONS AS OF JUNE 30 2014. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES NETTED WITH RELATED REVENUE 129,649. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES NETTED WITH RELATED REVENUE 129,649. BALL 354023 296063 57960 16624 49691 13734 49600 354023 296063 57960 16624 49691 13734 49600 129649 -71689 X X X X X 0 0 0 0 0 0 0 0 0 PAM FERRIS PRESIDENT/CEO 241908 0 0 0 0 0 7230 0 40921 0 290059 0 0 0 BRADLEY BLOSE VICE PRESIDENT FINANCE 163839 0 10000 0 0 0 5074 0 5030 0 183943 0 0 0 ROBIN ISRAEL VP PHILATHROPY 142994 0 10000 0 0 0 4542 0 1044 0 158580 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 LINDA PLATT, SHEARN PLATT, JEFF PLATT AND JANET GORRIE HAVE A FAMILY RELATIONSHIP. LINDA BENNETT AND MARY EPSTEN HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11 THE ORGANIZATION'S FORM 990 IS REVIEWED BY THE VICE PRESIDENT OF FINANCE, A CPA, AND FORWARDED TO THE FINANCE COMMITTEE FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS AND KEY EMPLOYEES ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST FORM ANNUALLY. THE BOARD CHAIR AND PRESIDENT/CEO ARE RESPONSIBLE FOR INQUIRING IF A CONFLICT EXISTS. FORM 990, PART VI, SECTION B, LINE 15 ALL COMPENSATION (INCLUDING WAGES AND BENEFITS) OF KEY EMPLOYEES IS DETERMINED BY THE BOARD COMPENSATION COMMITTEE. THE COMMITTEE IS COMPRISED OF SELECT BOARD OFFICERS AND TRUSTEES AND IS TASKED WITH COLLECTING SALARY AND BENEFIT COMPARISONS FROM LIKE POSITIONS AND LIKE ORGANIZATIONS, ENGAGING OUTSIDE LEGAL COUNSEL TO INITIATE/REVIEW ANY EMPLOYMENT AGREEMENTS, AND MAKING RECOMMENDATION TO THE FULL BOARD OF TRUSTEES FOR CONSIDERATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. GENERATIONS MANAGEMENT GROUP LLC 211 SAXONY ROAD ENCINITAS CA 92024 951455284 SENIOR LIVING CONSULTING & MANAGEMENT ACTIVITIES NV 0 220840 N/A SEACREST HOLDINGS CORP 211 SAXONY ROAD ENCINITAS CA 92024 330992259 TO SUPPORT ACTIVITIES OF SAN DIEGO HEBREW HOMES. CA 501(C)(3) LINE 11B, II N/A 0 SEACREST FOUNDATION 211 SAXONY ROAD ENCINITAS CA 92024 300119295 TO SUPPORT ACTIVITIES OF SAN DIEGO HEBREW HOMES. CA 501(C)(3) LINE 11C, III-FI N/A 0 GUARDIANS OF SAN DIEGO 211 SAXONY ROAD ENCINITAS CA 92024 330296029 TO SUPPORT ACTIVITIES OF SAN DIEGO HEBREW HOMES. CA 501(C)(3) LINE 7 N/A 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0