2013-07-15T14:27:32-05:00 2012-08-31 910189318 MOSS ADAMS LLP 3121 WEST MARCH LANE SUITE 100 STOCKTON CA 952192303 990 2011-09-01 953510024 LOS ANGELES JEWISH HOME FOR THE AGING LOSA 8187743372 7150 TAMPA AVE RESEDA CA 913353700 SHERRI CUNNINGHAM 8187743372 2013-07-10 1 TRACY S PAGLIA P00366884 2099556100 2011 2016-02-24 21:20:13Z SHERRI CUNNINGHAM 7150 TAMPA AVE RESEDA CA 913353700 68020200 0 X WWW.JHA.ORG X 1912 CA NURSING, RESIDENTIAL AND CLINICAL CARE FOR THE ELDERLY 17 16 86 10 0 0 6958012 9231864 21270033 57520326 461213 491063 -151274 -32269 28537984 67210984 0 0 0 0 7220843 7581469 30167 0 2020117 12850321 16801912 20101331 24383381 8436653 42827603 65607108 96008025 136883994 124280217 -71276886 -28272192 EXCELLENCE IN SENIOR CARE REFLECTIVE OF JEWISH VALUES. 0 0 18943593 57520326 FUNDING ORGANIZATION AND MANAGEMENT SERVICES FOR RELATED ORGANIZATIONS: EISENBERG VILLAGE OF THE LOS ANGELES JEWISH HOME FOR THE AGING, GRANCELL VILLAGE OF THE LOS ANGELES JEWISH HOME FOR THE AGING, JHA GERIATRIC SERVICES, ANNENBERG SCHOOL OF NURSING AND BRANDMAN CENTERS FOR SENIOR CARE, INC. 18943593 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 1 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 177 0 1 86 1 0 0 0 0 0 1 1 0 0 0 0 X 17 16 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X ELAINE KAMIEL 8187743372 7150 TAMPA AVENUE RESEDA CA 91335 X M HESLOV 2.00 X X 0 0 0 M GLUCHOW 2.00 X X 0 0 0 B MILLER-FOX ABRAMOFF 2.00 X X 0 0 0 S ASHER 2.00 X 0 0 0 L BLANKSTEIN 2.00 X 0 0 0 R BENDER 2.00 X 0 0 0 J BRANDMAN 2.00 X 0 0 0 J EISENBERG-KEEFER 2.00 X 0 0 0 J GLASSMAN 2.00 X 0 0 0 G GOLDFEIN 2.00 X 0 0 0 J HELD 2.00 X 0 0 0 C HERSHON 2.00 X 0 0 0 M POLIER SWARTZ 2.00 X 0 0 0 S REISSMAN 2.00 X 0 0 0 P RUBIN 2.00 X 0 0 0 D SWARTZ 2.00 X 0 0 0 M FORREST 30.00 X X 615891 0 23205 S CUNNINGHAM 32.00 X 341582 0 33156 J GRAHAM 36.00 X 208976 0 4677 S RYAN 38.00 X 235116 0 15253 A POSSICK 20.00 X 208349 0 22318 I SCHRECK 40.00 X 194614 0 1511 J ERBE 40.00 X 187255 0 5375 H SABET 40.00 X 143177 0 9088 E KAMIEL 40.00 X 156227 0 11057 C SLAVIN 40.00 X 185270 0 15446 B POLISHUK 40.00 X 154667 0 16214 2631124 0 157300 18 0 1 0 DIAGNOSTIC LABORATORIES LLC 2820 N ONTARIO ST BURBANK CA 91504 LABORATORY SERVICES 289532 MONTGOMERY MARKETING 1429 N NAOMI ST BURBANK CA 91505 MEDICAL SUPPLIES 226774 MOSS ADAMS LLP 3130 WILSHIRE BLVD SANTA MONICA CA 90403 AUDIT & ACCOUNTING SERVICES 209111 ARENT FOX LLP 1050 CONNECTICUT AVE N W WASHINGTON DC 20036 LEGAL SERVICES 205870 HYATT REGENCY CENTURY PLAZA 2025 AVENUE OF THE STARS LOS ANGELES CA 90067 FUNDRAISING EVENT 149954 8 829212 8402652 9231864 FUNDING FROM RELATED O 900099 57520326 57520326 57520326 469865 469865 500000 478802 21198 21198 21198 92135 829212 326814 -234679 -234679 5500 3600 1900 1900 OTHER INCOME 900099 152510 152510 SERVICE TO HOSPICE 900099 48000 48000 200510 67210984 57520326 0 458794 2184786 1432115 477372 275299 4294545 2501319 833773 959453 94936 56470 18824 19642 609562 411781 137260 60521 397640 238666 79555 79419 349140 161966 151976 35198 150000 150000 806233 162395 522185 121653 117484 113679 3805 896251 400424 263781 232046 982005 736504 245501 72383 54287 18096 84790 75373 9417 250475 61546 188929 6850803 6845149 5654 903503 903503 94770 94770 FUNDING TO RELATED ORGA 4774545 4774545 RECRUITMENT COSTS 229823 229823 DUES AND LICENSES 41375 32093 9282 BOND FEE 37001 37001 161331 34646 101232 25453 24383381 18943593 3419671 2020117 534662 21331579 2707266 3654565 21096311 17253417 237035 293874 20094750 5900517 10509886 14194233 7630784 11976228 22891164 27304129 65607108 96008025 8563415 9072165 126974588 113991533 1345991 1216519 136883994 124280217 X -105627310 -58854508 24477957 20657551 9872467 9924765 -71276886 -28272192 65607108 96008025 X 42827603 177091 X 0 1 1 X 0 X 19693984 30509893 23718338 6958012 9231864 90112091 19693984 30509893 23718338 6958012 9231864 90112091 27905854 62206237 646275 404895 674566 543097 469865 2738698 716056 177991 4696689 223707 298145 6112588 98963377 0.62860 0.63330 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: SETTLEMENT & OTHER INCOME SPECIAL EVENT GROSS RECEIPTS RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 34350424 2919077 7453 6694639 30582315 38683420 2054121 8952 6396069 34350424 31086102 16998055 8802 9409539 38683420 32041482 16941417 40620 17937417 31086102 0.00000 0.32450 0.67550 0 0 4612508 4612508 4411655 2674196 1737459 7118681 3187235 3931446 3951906 39086 3912820 14194233 FUNDS HELD BY TRUSTEE UNDER DEBT AGREEMENT 17592763 DEBT ISSUANCE COSTS, NET OF ACCUMULATED AMORTIZATION 5976134 CHARITABLE REMAINDER TRUST RECEIVABLES 366287 INTEREST IN NET ASSETS OF RECIPIENT ORGANIZATION 1766526 ASSETS HELD IN ESCROW FOR CCRC DEPOSITS 1500000 OTHER ASSETS 15000 ARTWORK 87419 27304129 ANNUITY OBLIGATIONS 1154441 OTHER 62078 1216519 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: ENDOWMENT FUNDS ARE USED TO SUPPORT OPERATIONS. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE HOME RECOGNIZES THE TAX BENEFIT FROM UNCERTAIN TAX POSITIONS ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITIONS WILL BE SUSTAINED ON EXAMINATION BY THE TAX AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFIT IS MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THERE WERE NO UNCERTAIN TAX POSITIONS AS OF AUGUST 31, 2012 OR 2011. MIDDLE EAST AND NORTH AFRICA INVESTMENTS 1006000 0 0 0 0 0 0 1006000 0 1006000 0 0 0 0 0 0 REFLECTIONS DINNER 360371 324334 36037 109414 WALK OF AGES 205284 184756 20528 43575 6 355692 320122 35570 173825 921347 829212 92135 326814 326814 -234679 X X X X X X 0 0 0 0 0 0 0 0 0 M FORREST 492959 0 122932 0 0 0 6598 0 16607 0 639096 0 0 0 S CUNNINGHAM 311582 0 30000 0 0 0 6887 0 26269 0 374738 0 0 0 J GRAHAM 208976 0 0 0 0 0 0 0 4677 0 213653 0 0 0 S RYAN 235116 0 0 0 0 0 6500 0 8753 0 250369 0 0 0 A POSSICK 208349 0 0 0 0 0 6410 0 15908 0 230667 0 0 0 I SCHRECK 194614 0 0 0 0 0 0 0 1511 0 196125 0 0 0 J ERBE 187255 0 0 0 0 0 5375 0 0 0 192630 0 0 0 H SABET 142177 0 1000 0 0 0 4161 0 4927 0 152265 0 0 0 E KAMIEL 156227 0 0 0 0 0 4573 0 6484 0 167284 0 0 0 C SLAVIN 185270 0 0 0 0 0 5492 0 9954 0 200716 0 0 0 B POLISHUK 154667 0 0 0 0 0 4725 0 11489 0 170881 0 0 0 CA STATEWIDE COMMUNITIES DEVELOPMENT AUTHORITY 680164610 130911UM0 2003-12-01 80464884 CONSTRUCTION OF A 249-BED ACUTE PSYCH. HOSPITAL & SKILLED NURSING FACILITY 0 0 0 CA STATEWIDE COMMUNITIES DEVELOPMENT AUTHORITY 680164610 130795QQ3 2008-02-14 60907828 CONSTRUCTION OF A 108-BED CONTINUING CARE RETIREMENT FACILITY 0 0 0 8390000 82981231 8133219 2516347 1224500 5288005 45773951 2007 1 0 1 1 18025000 63047242 9459544 2139414 1039504 2932482 47479331 2010 0 0 1 1 0 0 0 0 0.00000 0.00000 0.00000 1 0 0 0 0 0.00000 0.00000 0.00000 1 0 0 0 1 TRANSAMERICA OCCIDENTAL LIFE 10.000000000000 1 0 1 0 0 0 1 TRANSAMERICA OCCIDENTAL LIFE 5.800000000000 1 0 1 SCHEDULE K, PART II, LINE 3 TOTAL PROCEEDS OF ISSUE THE TOTAL PROCEEDS OF ISSUE PER BOND IS GREATER THAN THE BOND ISSUE PRICE LISTED IN PART I, COLUMN (E) DUE TO BOND PREMIUMS AND CAPITALIZED INTEREST INCOME RELATED TO THE BONDS. FORM 990, PART VI, SECTION A, LINE 2 M POLIER SWARTZ AND D SWARTZ - FAMILY D SWARTZ AND J GLASSMAN - BUSINESS FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 WILL BE REVIEWED BY THE VOTING MEMBERS OF THE BOARD OF DIRECTORS PRIOR TO SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST FORM SPECIFIES ACTIONS THAT WOULD BE CONSIDERED CONFLICTS OF INTEREST AND EXPLAINS THE ORGANIZATION'S PROCEDURES TO REPORT ANY SUSPECTED CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 POLICY FOR DETERMINATION OF EXECUTIVE COMPENSATION, OFFICERS AND TOP MANAGEMENT INCLUDES REVIEWING COMPARABILITY DATA FROM NUMEROUS SALARY AND COMPENSATION SURVEYS AND THE FORM 990 DATA OF SIMILAR ORGANIZATIONS. THE COMPENSATION FOR TOP MANAGEMENT IS DETERMINED BY THE EXECUTIVE REVIEW COMMITTEE AND APPROVED BY THE FULL EXECUTIVE COMMITTEE OF THE BOARD. COMPENSATION IS REVIEWED FOR OFFICERS AND TOP MANAGEMENT ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. HOURS PER WEEK DEVOTED TO RELATED ORGANIZATIONS FORM 990, PART VII, SECTION A, COLUMN B A POSSICK'S TIME IS DIVIDED AS FOLLOWS: BRANDMAN CENTERS FOR SENIOR CARE, INC. 10 HRS JHA GERIATRIC SERVICES, INC. 10 HRS LOS ANGELES JEWISH HOMES FOR THE AGING 20 HRS J BRANDMAN'S TIME IS DIVIDED AS FOLLOWS: BRANDMAN CENTERS FOR SENIOR CARE, INC. 2 HRS JHA GERIATRIC SERVICES, INC. 2 HRS LOS ANGELES JEWISH HOMES FOR THE AGING 2 HRS J GRAHAM'S TIME IS DIVIDED AS FOLLOWS: EISENBERG VILLAGE OF THE LAJHA 2 HRS GRANCELL VILLAGE OF THE LAJHA 2 HRS LOS ANGELES JEWISH HOMES FOR THE AGING 36 HRS M FORREST'S TIME IS DIVIDED AS FOLLOWS: ANNENBERG SCHOOL OF NURSING 2 HRS BRANDMAN CENTERS FOR SENIOR CARE, INC. 2 HRS EISENBERG VILLAGE OF THE LAJHA 2 HRS JHA GERIATRIC SERVICES, INC. 2 HRS GRANCELL VILLAGE OF THE LAJHA 2 HRS LOS ANGELES JEWISH HOMES FOR THE AGING 30 HRS P RUBIN'S TIME IS DIVIDED AS FOLLOWS: EISENBERG VILLAGE OF THE LAJHA 2 HRS GRANCELL VILLAGE OF THE LAJHA 2 HRS LOS ANGELES JEWISH HOMES FOR THE AGING 2 HRS S CUNNINGHAM'S TIME IS DIVIDED AS FOLLOWS: BRANDMAN CENTERS FOR SENIOR CARE, INC. 2 HRS EISENBERG VILLAGE OF THE LAJHA 2 HRS JHA GERIATRIC SERVICES, INC. 2 HRS GRANCELL VILLAGE OF THE LAJHA 2 HRS LOS ANGELES JEWISH HOMES FOR THE AGING 32 HRS S RYAN'S TIME IS DIVIDED AS FOLLOWS: ANNENBERG SCHOOL OF NURSING 2 HRS LOS ANGELES JEWISH HOMES FOR THE AGING 38 HRS CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 177,091. JHA GERIATRIC SERVICES INC 7150 TAMPA AVE RESEDA CA 91335 954407317 CLINICAL AND HOSPICE SERVICES FOR THE ELDERLY CA 501(C)(3) 9 N/A 1 EISENBERG VILLAGE OF THE LOS ANGELES JEWISH HOME FOR THE AGING 7150 TAMPA AVE RESEDA CA 91335 951691015 RESIDENTIAL CARE AND SKILLED NURSING FACILITY CA 501(C)(3) 9 N/A 1 ANNENBERG SCHOOL OF NURSING 7150 TAMPA AVE RESEDA CA 91335 208449705 VOCATIONAL NURSE EDUCATION CA 501(C)(3) 2 N/A 1 GRANCELL VILLAGE OF THE LOS ANGELES JEWISH HOME FOR THE AGING 7150 TAMPA AVE RESEDA CA 91335 951831045 RESIDENTIAL CARE AND SKILLED NURSING FACILITY CA 501(C)(3) 9 N/A 1 BRANDMAN CENTERS FOR SENIOR CARE INC 7150 TAMPA AVE RESEDA CA 91335 264023159 PROGRAM OF ALL-INCLUSIVE CARE FOR THE ELDERLY CA 501(C)(3) 9 N/A 1 JEWISH HOME FOUNDATION 7150 TAMPA AVE RESEDA CA 91335 800927200 FUNDRAISING AND INVESTMENT MANAGEMENT CA 501(C)(3) LINE 11A, I N/A 1 0 0 0 1 1 0 0 0 1 0 1 1 1 1 1 1 1 1 JHA GERIATRIC SERVICES R 16819486 FMV JHA GERIATRIC SERVICES Q 562637 FMV EISENBERG VILLAGE OF THE LOS ANGELES JEWISH HOME FOR THE AGING R 15651543 FMV EISENBERG VILLAGE OF THE LOS ANGELES JEWISH HOME FOR THE AGING Q 1638653 FMV GRANCELL VILLAGE OF THE LOS ANGELES JEWISH HOME FOR THE AGING R 25070299 FMV GRANCELL VILLAGE OF THE LOS ANGELES JEWISH HOME FOR THE AGING Q 1801313 FMV BRANDMAN CENTERS FOR SENIOR CARE INC Q 517173 FMV ANNENBERG SCHOOL OF NURSING Q 275770 FMV