2013-05-14T13:29:13-05:00 2012-06-30 941254756 HOOD & STRONG LLP 100 FIRST STREET 14TH FLOOR SAN FRANCISCO CA 94105 990 2011-07-01 943228136 SCOTT STREET SENIOR HOUSING COMPLEX INC SCOT 4153455060 2180 POST STREET SAN FRANCISCO CA 94115 JOHN FLETCHER 4153455060 2013-05-14 1 MARK S HANCOCK P00857085 4157810793 2011 2016-02-24 21:20:13Z RHODA GOLDMAN PLAZA JOHN FLETCHER 2180 POST STREET SAN FRANCISCO CA 94115 16435410 0 X WWW.RGPLAZA.ORG X 1995 CA TO OPERATE AND MAINTAIN A SENIOR HOUSING FACILITY IN SAN FRANCISCO, CALIFORNIA. 13 13 166 13 0 0 21716 24175 10480256 10597588 699589 519728 0 0 11201561 11141491 0 0 0 0 4568255 4629718 0 0 0 5444359 5190254 10012614 9819972 1188947 1321519 48541929 47878470 26239158 24624953 22302771 23253517 X SCOTT STREET SENIOR HOUSING COMPLEX, INC, DBA RHODA GOLDMAN PLAZA (THE PLAZA) WAS ESTABLISHED BY JEWISH FAMILY AND CHILDREN'S SERVICES (JFCS) AND MOUNT ZION HEALTH FUND (MZHF) AS AN ASSISTED LIVING FACILITY PROVIDING HOUSING WITH SUPPORTIVE SERVICES FOR THE FRAIL ELDERLY IN AN ENVIRONMENT THAT PROMOTES THEIR INDEPENDENCE AT AN AFFORDABLE COST. 0 0 3055841 10597588 RHODA GOLDMAN PLAZA IS LOCATED IN SAN FRANCISCO AND HOUSES 155 UNITS, INCLUDING 118 APARTMENTS FOR RESIDENTS IN ASSISTED LIVING AND 37 UNITS FOR RESIDENTS WITH DEMENTIA. RESIDENTS IN ASSISTED LIVING ARE PEOPLE WHO WISH TO MAINTAIN AS MUCH INDEPENDENCE AS POSSIBLE, YET ALSO TO BENEFIT FROM LIVING IN A VIBRANT COMMUNITY THAT MEETS THEIR SOCIAL AND EMOTIONAL NEEDS. RESIDENTS ARE PROVIDED QUALITY CARE TAILORED TO THEIR INDIVIDUAL NEEDS ENRICHED BY JEWISH CULTURE AND TRADITION, AND IN AN ATMOSPHERE DEDICATED TO PROMOTING THEIR HEALTH AND WELL-BEING IN-MIND, BODY AND SPIRIT. RECREATIONAL AND EDUCATIONAL PROGRAMS ARE ONGOING ON A DAILY BASIS, SEVEN DAYS A WEEK. RESIDENTS' FAVORITE ACTIVITIES INCLUDE EXERCISE CLASSES, CURRENT EVENT DISCUSSIONS AND LECTURES, ARTS AND CRAFTS CLASSES, PARLOR GAMES, MUSICAL PERFORMANCES AND MOVIE SCREENINGS. HOUSEKEEPING SERVICES ARE PROVIDED TO ALL RESIDENTS. ASSISTANCE TO RESIDENTS IS PROVIDED WITH ROUTINE PAPERWORK. ASSISTANCE TO HELP RESIDENTS AND FAMILY MEMBERS IN SOLVING PROBLEMS THAT EMERGE AS RESIDENTS BECOME INCREASINGLY FRAIL IS ALSO PROVIDED. 1663188 FIVE LEVELS OF CARE ARE PROVIDED TO RESIDENTS WHO ARE INDEPENDENT BUT REQUIRE ASSISTANCE WITH MEDICATION DELIVERY, DRESSING, SHOWERING, INCONTINENCE, ESCORT SERVICE TO THE DINING ROOM OR ACTIVITIES AND WITH OTHER ACTIVITIES OF DAILY LIVING (ADLS). LEVELS OF CARE ARE BASED ON THE NUMBER OF ADLS PER DAY FOR WHICH ASSISTANCE IS PROVIDED TO THE RESIDENT. ASSISTANCE IS PROVIDED BY HEALTH SERVICES STAFF WHO ARE RNS, LVNS, MEDICATION TECHNICIANS, CNAS AND HOME HEALTH AIDES. RESIDENTS WITH MEMORY DISORDERS WHO RESIDE IN THE 37 UNITS ON THE SELF-CONTAINED DEMENTIA FLOOR RECEIVE ASSISTANCE BY HEALTH SERVICES STAFF WITH ALL ADLS. 2282311 MEALS ARE PROVIDED TO ALL RESIDENTS. MEALS ARE KOSHER AND PREPARED IN THE PLAZA'S KOSHER KITCHEN, USING FRESH AND ORGANIC INGREDIENTS AND FROM LOCAL SOURCES WHENEVER POSSIBLE. MEALS ARE SERVED BY A CARING WAIT STAFF IN THE PLAZA'S FORMAL DINING ROOM OR RESIDENTS MAY EAT INFORMALLY IN THE CAFE. 7001340 1 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 39 0 166 1 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X JOHN FLETCHER 4153455060 2180 POST STREET SAN FRANCISCO CA 94115 DR JAMES DAVIS 1.00 X 0 0 0 MR RON LISSAK 1.00 X 0 0 0 MR DAVID MELNICK 1.00 X 0 0 0 MS RACKY NEWMAN 1.00 X 0 0 0 MR DIDIER PEREZ 1.00 X 0 0 0 MR RICHARD SEGAL 1.00 X 0 0 0 MR HAROLD ZLOT 1.00 X 0 0 0 MS CARLA BUCHANAN 1.00 X 0 0 0 DR ALLAN PONT 1.00 X 0 0 0 DR CARL GRUNFELD 1.00 X X 0 0 0 MS VERA STEIN 1.00 X X 0 0 0 DR BENNETT ZIER 1.00 X X 0 0 0 MR MARTIN TANNENBAUM 1.00 X X 0 0 0 SUSAN KOSTER 40.00 X 227339 0 20248 JOHN FLETCHER 40.00 X 139462 0 15282 COREY WEINER 40.00 X 101628 0 14038 468429 0 49568 3 0 1 0 AVENIR CULINARY SYS INC 555 CALIFORNIA ST 1700 FL SAN FRANCISCO CA 94104 KITCHEN DESIGN AND EQUIPMENT 170103 CAHILL CONTRACTORS INC 425 CALIFORNIA STREET STE 2200 SAN FRANCISCO CA 94104 BUILDING REPAIRS 148717 2 24175 24175 RENTAL INCOME 721000 10500583 10500583 CATERING 722320 97005 97005 10597588 435861 435861 5377786 5293919 83867 83867 83867 11141491 10597588 0 519728 434283 434283 3147873 2947953 199920 76922 43731 33191 658072 616092 41980 312568 270068 42500 128506 94536 33970 7152 7152 29000 29000 59009 59009 2371 2371 82288 82288 24410 24410 38315 38315 799987 768776 31211 856 300 556 4910 2137 2773 1294159 1294159 1230292 1183195 47097 535226 160094 375132 FOOD & BEVERAGE SERVICE 562587 562587 SUPPLIES 163634 163634 PROGRAM ACTIVITIES 116166 116166 111386 72071 39315 9819972 7001340 2818632 0 150985 280440 5188505 5029567 167924 177999 74286 66843 226407 168519 45042139 13881851 31925307 31160288 10736979 7255441 3678967 71536 60406 48541929 47878470 729065 621697 18295 55795 25218835 23669802 272963 277659 26239158 24624953 X 22119447 23055118 183324 198399 22302771 23253517 48541929 47878470 X 1321519 -370773 X 0 1 1 X 0 X 19331 34101 13767 21716 24715 113630 10736858 11148558 10619659 10480256 10597588 53582919 10756189 11182659 10633426 10501972 10622303 53696549 0 445660 445660 445660 445660 53250889 496902 446324 413343 474464 435861 2266894 496902 446324 413343 474464 435861 2266894 11253091 11628983 11046769 10976436 11058164 55963443 0.95150 0.94330 0.04050 0.05670 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3830000 3830000 38391501 11845557 26545944 2820638 2036294 784344 31160288 CASH & CASH EQUIVALENTS 984707 F CERTIFICATES OF DEPOSIT 2694260 F 3678967 ACCRUED INTEREST PAYABLE 152885 DEPOSITS 124774 277659 11141491 9819972 1321519 -370773 -370773 950746 10770718 -370773 -370773 11141491 0 11141491 9819972 0 9819972 0 9819972 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE PLAZA IS A TAX-EXEMPT ORGANIZATION UNDER THE INTERNAL REVENUE CODE, SECTION 501(C)(3) AND CALIFORNIA REVENUE AND TAXATION CODE, SECTION 23701(D). ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE FINANCIAL STATEMENTS. IN ADDITION, THE PLAZA MAY BE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME, IF ANY, GENERATED BY ITS INVESTMENTS. THE PLAZA FOLLOWS THE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ISSUED BY FASB ASC TOPIC 740. AS OF JUNE 30, 2012, MANAGEMENT EVALUATED THE PLAZA'S TAX POSITIONS AND CONCLUDED THAT THE PLAZA HAD MAINTAINED ITS TAX EXEMPT STATUS AND HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS. WITH FEW EXCEPTIONS, THE PLAZA IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE INTERNAL REVENUE SERVICE FOR TAX YEARS ENDING JUNE 30, 2008 AND BEFORE. SIMILARLY, THE PLAZA IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE CALIFORNIA FRANCHISE TAX BOARD FOR TAX YEARS ENDING JUNE 30, 2007 AND BEFORE. X X 0 0 0 0 0 0 0 0 0 SUSAN KOSTER 196584 0 25000 0 5755 0 8057 0 12191 0 247587 0 0 0 JOHN FLETCHER 139462 0 0 0 0 0 5169 0 10113 0 154744 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 THE TAXPAYER'S ACCOUNTING FIRM FORWARDED THE FORM 990 TO THE CFO. THE CFO FORWARDED THE FORM 990 TO THE BOARD MEMBERS FOR THEIR REVIEW PRIOR TO FILING THE FORM 990. BOARD MEMBERS WERE ENCOURAGED TO REVIEW THE FORM 990 AND TO FORWARD THEIR QUESTIONS TO THE CFO. EITHER THE CFO OR THE ACCOUNTING FIRM ADDRESSED THE QUESTIONS FROM THE BOARD. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, DIRECTORS AND DESIGNATED EXECUTIVE EMPLOYEES ARE REQUIRED TO DISCLOSE POTENTIAL CONFLICTS OF INTEREST BY COMPLETING THE PLAZA'S WRITTEN CONFLICT OF INTEREST POLICY FORM. POTENTIAL CONFLICTS OF INTEREST ARE REVIEWED BY THE EXECUTIVE DIRECTOR AND/OR THE BOARD OF DIRECTORS, AS APPROPRIATE. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS DETERMINES COMPENSATION FOR THE EXECUTIVE DIRECTOR (ED) AND THE CFO. THE ED DETERMINES COMPENSATION OF OTHER KEY EMPLOYEES IN CONSULTATION WITH THE CFO. THE ANALYSIS OF WAGES IS PART OF THE ANNUAL BUDGET PROCESS. THE BUDGET IS REVIEWED BY THE FINANCE COMMITTEE AND APPROVED BY THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS IS A NON-COMPENSATED VOLUNTEER BOARD. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -370,773.