2013-05-13T16:49:57-05:00 2012-06-30 930623286 AKT LLP 312 S JUNIPER STREET SUITE 100 ESCONDIDO CA 92025 990 2011-07-01 951455284 SAN DIEGO HEBREW HOMES SAND 7606320081 211 SAXONY ROAD ENCINITAS CA 92024 BRADLEY BLOSE 7606320081 2013-05-09 1 ELSA A ROMERO P00485021 7607461560 2013-05-09 2011 2016-02-24 21:20:13Z PAM FERRIS 211 SAXONY ROAD ENCINITAS CA 92024 23417698 0 X WWW.SEACRESTVILLAGE.ORG X 1944 CA TO PROVIDE HOUSING AND HEALTH CARE SERVICES TO ELDERLY PERSONS WITHOUT REGARD FOR ABILITY TO PAY. 26 26 385 85 463698 -1079 3133365 6641244 15598589 16597669 71992 75319 -88833 -8457 18715113 23305775 0 300000 0 0 9975416 10215782 174107 3078 491097 7278337 8262112 17427860 18780972 1287253 4524803 37265252 40566176 10267097 9018957 26998155 31547219 TO PROVIDE HOUSING AND HEALTH CARE SERVICES TO ELDERLY PERSONS WITHOUT REGARD FOR ABILITY TO PAY. 0 0 16815941 16133971 PROVIDES HEALTHCARE AND HOUSING SUBSIDIES TO IMPOVERISHED ELDERLY PERSONS. THE SUBSIDIES REPRESENT THE DIFFERENCE BETWEEN THE FULL MARKET RATE OF THE OCCUPIED UNIT AND HEALTHCARE SERVICES AND THE ACTUAL RENT AND HEALTHCARE RATES RECEIVED FROM THE IMPOVERISHED. THE TOTAL CHARITABLE CARE PROVIDED WAS APPROXIMATELY $1.3 MILLION. 16815941 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 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 1 64 0 1 385 1 1 1 0 0 0 0 1 1 0 0 0 0 X 26 26 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 EARL ALTSHULER 1.00 X X 0 0 0 ROBERT HAIMSOHN 1.00 X X 0 0 0 JEFFREY LIPINSKY 1.00 X X 0 0 0 EUGENE APPEL 1.00 X 0 0 0 MARK STEINBERG 1.00 X X 0 0 0 LINDA BENNETT 1.00 X 0 0 0 CAROL FOX 1.00 X 0 0 0 TEDDIE LEWIS PINCUS 1.00 X 0 0 0 LINDA PLATT 1.00 X 0 0 0 SHEARN PLATT 1.00 X 0 0 0 WILLIAM SNYDER 1.00 X 0 0 0 MARC CHANNICK 1.00 X 0 0 0 INGRAM CHODOROW 1.00 X 0 0 0 ARNOLD FISCHER 1.00 X 0 0 0 ANNE NAGORNER 1.00 X 0 0 0 JEFF PLATT 1.00 X 0 0 0 HARRY PROCTOR 1.00 X 0 0 0 RICK VANN 1.00 X 0 0 0 MARY EPSTEN 1.00 X 0 0 0 LEN GREGORY 1.00 X X 0 0 0 DENNIS LAVINE 1.00 X 0 0 0 JANET GORRIE 1.00 X 0 0 0 HILDI BEYOR 1.00 X 0 0 0 STANLEY PAPPELBAUM 1.00 X 0 0 0 STEVEN STEINBERG 1.00 X 0 0 0 RONALD WEINER 1.00 X 0 0 0 PAM FERRIS 40.00 X 286504 0 45248 BRADLEY BLOSE 40.00 X 170289 0 9984 RENEE LEGER 40.00 X 162827 0 9307 ROBIN ISRAEL 40.00 X 151951 0 6317 KATHY SANGER 40.00 X 115322 0 5212 886893 0 76068 5 0 1 0 BYCOR GENERAL CONTRACTORS 6490 MARINDUSTRY PLACE SUITE A SAN DIEGO CA 92121 CONSTRUCTION SERVICES 1063159 REHABCARE PO BOX 503534 ST LOUIS MO 50353 THERAPY SERVICES 599288 HUGHES MARINO 1450 FRONT STREET SAN DIEGO CA 92101 CONSTRUCTION MANAGEMENT SERVICES 125288 RON'S PHARMACY 6225 NANCY RIDGE DRIVE SAN DIEGO CA 92121 PHARMACEUTICAL SERVICES 113332 MATALON ARCHITECTURE 910 GRAND AVE STE 203 SAN DIEGO CA 92109 ARCHITECTURE SERVICES 103760 5 189395 6451849 6641244 RESIDENT SERVICES 623000 16103971 16103971 MANAGEMENT SERVICES 541900 493698 30000 463698 16597669 75319 75319 103466 189395 111923 -8457 -8457 23305775 16133971 463698 66862 300000 300000 849063 107000 528653 213410 7943283 7644351 162219 136713 196260 148104 39264 8892 626834 527894 86326 12614 600342 507390 74694 18258 26543 3200 23343 44396 44396 3078 3078 716 716 1426896 1278527 148369 223425 48754 104133 70538 224862 129838 76138 18886 967247 966647 600 38495 22509 13705 2281 68920 25053 39165 4702 321798 321798 2155534 2089920 64666 948 408968 379246 28945 777 FOOD 1092112 1092112 0 0 REPAIRS/SUPPLIES 645874 607272 38602 0 HEALTHCARE/DIETARY EQUI 616326 616326 0 0 18780972 16815941 1473934 491097 107920 56153 4389798 3854254 5000 3608625 722895 876580 448253 372214 36551156 7218941 29983458 29332215 1110932 1391752 496996 1074383 37265252 40566176 1645512 2107801 7871327 6150515 750258 760641 10267097 9018957 X 25004583 25945022 1993572 5602197 26998155 31547219 37265252 40566176 X 4524803 24261 X X 0 1 1 X 0 X 5362246 6568556 2864944 3133365 6641244 24570355 13861424 15501126 14854737 15128536 16133970 75479793 19223670 22069682 17719681 18261901 22775214 100050148 0 127051 87167 214218 127051 87167 214218 99835930 122245 129015 91667 71992 75319 490238 4537 25540 444053 470053 463698 1407881 126782 154555 535720 542045 539017 1898119 19350452 22224237 18255401 18803946 23314231 101948267 0.97930 0.93920 0.01860 0.02010 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 33636290 5398981 28237309 2914866 1819960 1094906 29332215 54TH RETIREMENT 21000 ACCRUED RETIREMENT 199186 RABBI TRUST 326961 RESIDENT DEPOSITS 213494 760641 23305775 18780972 4524803 24261 24261 4549064 23441242 24261 111922 136183 23305059 716 716 23305775 18892178 111922 111922 18780256 716 716 18780972 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE HOMES FOLLOW THE PROVISIONS OF UNCERTAIN TAX POSITIONS AS ADDRESSED IN FASB ACCOUNTING STANDARDS CODIFICATION 740-10-65-1. THE HOMES RECOGNIZE ACCRUED INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS AS PART OF THE INCOME TAX PROVISION, WHEN APPLICABLE. THERE ARE NO AMOUNTS ACCRUED IN THE COMBINED FINANCIAL STATEMENTS RELATED TO UNCERTAIN TAX POSITIONS. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES NETTED WITH RELATED REVENUE 111,922. PART XIII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES NETTED WITH RELATED REVENUE 111,922. BALL 292861 189395 103466 28376 47130 21000 15417 292861 189395 103466 28376 47130 21000 15417 111923 -8457 1 JEWISH HOME CARE SERVICES 211 SAXONY ROAD ENCINITAS CA 92024 330352393 501(C)(3) 300000 N/A TO FUND COMMUNITY BASED HOME CARE SERVICES 1 X X X X X 0 0 0 0 0 0 0 0 0 PAM FERRIS 271400 0 0 0 15104 0 7350 0 37898 0 331752 0 0 0 BRADLEY BLOSE 153289 0 17000 0 0 0 5167 0 4817 0 180273 0 0 0 RENEE LEGER 138227 0 18000 0 6600 0 4755 0 4552 0 172134 0 0 0 ROBIN ISRAEL 125491 0 26460 0 0 0 5487 0 830 0 158268 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 LINDA PLATT AND SHEARN PLATT ARE MARRIED. JEFF PLATT IS THE NEPHEW OF LINDA AND SHEARN PLATT. JANET GORRIE IS THE NIECE OF LINDA AND SHEARN PLATT. LINDA BENNETT IS THE AUNT OF MARY EPSTEN. 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 24,261. FORM 990 PART XII LINE 2C NO CHANGE FROM PRIOR YEAR. GENERATIONS MANAGEMENT GROUP LLC 211 SAXONY ROAD ENCINITAS CA 92024 951455284 SENIOR LIVING CONSULTING & MANAGEMENT ACTIVITIES NV 463698 154501 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 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 1