2012-03-01T13:15:25-06:00 2011-06-30 AKT LLP 312 S JUNIPER STREET SUITE 100 ESCONDIDO CA 92025 990 2010-07-01 951455284 SAN DIEGO HEBREW HOMES SAND 7606320081 211 SAXONY ROAD ENCINITAS CA 92024 BRADLEY BLOSE 7606320081 2012-03-01 1 ELSA A ROMERO 7607461560 2012-03-01 2010 2016-02-24 21:20:13Z PAM FERRIS 211 SAXONY ROAD ENCINITAS CA 92024 18833946 0 X WWW.SEACRESTVILLAGE.ORG X 1944 CA TO PROVIDE HOUSING ANG HEALTH CARE SERVICES TO ELDERLY PERSONS WITHOUT REGARD FOR ABILITY TO PAY. 26 26 364 40 470053 0 2864944 3133365 15298790 15598589 91667 71992 -66180 -88833 18189221 18715113 0 0 0 0 9708020 9975416 286542 174107 721731 6358676 7278337 16353238 17427860 1835983 1287253 28791356 37265252 3062205 10267097 25729151 26998155 TO PROVIDE HOUSING AND HEALTH CARE SERVICES TO ELDERLY PERSONS WITHOUT REGARD FOR ABILITY TO PAY. 0 0 14676850 15128536 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 $1.1 MILLION. 14676850 1 1 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 1 34 0 1 364 1 1 1 0 0 0 0 1 1 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 249666 0 64702 BRADLEY BLOSE 40.00 X 164282 0 8867 RENEE LEGER 40.00 X 161769 0 8316 ROBIN ISRAEL 40.00 X 170367 0 4815 KATHY SANGER 40.00 X 116226 0 4469 862310 0 91169 5 0 1 0 BYCOR GENERAL CONTRACTORS 6490 MARINDUSTRY PLACE SUITE A SAN DIEGO CA 92121 CONSTRUCTION SERVICES 9170196 REHABCARE PO BOX 503534 ST LOUIS MO 63150 THERAPY SERVICES 516309 INTERSPEC 11633 SORRENTO VALLEY RD SAN DIEGO CA 92121 CONSTRUCTION SERVICES 298449 SGPA ARCHITECTURE & PLANNING 1545 HOTEL CIRCLE SOUTH STE 200 SAN DIEGO CA 92108 ARCHITECTURAL SERVICES 226467 MOTIVATIONAL SYSTEMS INC DEPT 8094 LOS ANGELES CA 90084 CONSTRUCTION SERVICES 125984 5 237610 2895755 3133365 RESIDENT SERVICES 623000 15098536 15098536 MANAGEMENT SERVICES 541900 500053 30000 470053 15598589 71992 71992 30000 237610 118833 -88833 -88833 18715113 15128536 470053 -16841 607126 107000 455126 45000 7950595 6905769 675874 368952 180078 130614 40332 9132 628826 521629 92547 14650 608791 510045 77738 21008 -32 673 -705 41796 41796 174107 174107 4815 4815 1330063 1187611 142452 182608 10783 109228 62597 389903 134637 232409 22857 8408 7808 600 30479 19311 9824 1344 56612 20799 35503 310 69131 69131 1769487 1715624 53085 778 427548 396257 30295 996 FOOD 1002853 1002853 UTILITIES 851589 851589 REPAIRS/SUPPLIES 598526 570166 28360 HEALTHCARE/DIETARY EQUI 514551 514551 17427860 14676850 2029279 721731 78440 107920 4428178 4389798 511250 5000 739751 722895 553850 448253 35046865 5063407 16560792 29983458 1453519 1110932 4465576 496996 28791356 37265252 1778486 1645512 600000 7871327 683719 750258 3062205 10267097 X 23735579 25004583 1993572 1993572 25729151 26998155 28791356 37265252 X 1287253 -18249 X X 0 1 1 X 0 X 4855133 5362246 6568556 2864944 3133365 22784244 11887430 13861424 15501126 14854737 15128536 71233253 16742563 19223670 22069682 17719681 18261901 94017497 0 1951220 77758 492443 1382722 3904143 1951220 77758 492443 1382722 3904143 90113354 187302 122245 129015 91667 71992 602221 382082 4537 25540 444053 470053 1326265 569384 126782 154555 535720 542045 1928486 17311947 19350452 22224237 18255401 18803946 95945983 0.93920 0.94930 0.02010 0.02120 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 32288213 3555213 28733000 2758652 1508194 1250458 29983458 54TH RETIREMENT 21000 ACCRUED RETIREMENT 209217 RABBI TRUST 283299 RESIDENT DEPOSITS 234222 OTHER LIABILITIES 2520 750258 18715113 17427860 1287253 -18249 -18249 1269004 18810882 -18249 118833 100584 18710298 4815 4815 18715113 17541878 118833 118833 17423045 4815 4815 17427860 PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES NETTED WITH RELATED REVENUE 118,833. PART XIII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSES NETTED WITH RELATED REVENUE 118,833. X X 1 DEVELOPMENT CONSULTANTS INC PO BOX 373 GREAT NECK NY 11022 IN-PERSON SOLICITATIONS 0 2237084 160000 2077084 2237084 160000 2077084 CA BALL 267610 237610 30000 14518 35012 26150 43153 267610 237610 30000 14518 35012 26150 43153 118833 -88833 X X X X X 0 0 0 0 0 0 0 0 0 PAM FERRIS 249666 0 0 0 0 0 28949 0 35753 0 314368 0 308356 0 BRADLEY BLOSE 164282 0 0 0 0 0 4323 0 4544 0 173149 0 178028 0 RENEE LEGER 161769 0 0 0 0 0 4022 0 4294 0 170085 0 172951 0 ROBIN ISRAEL 170367 0 0 0 0 0 4027 0 788 0 175182 0 150144 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 LOSSES ON INVESTMENTS: -18,249. FORM 990 PART XII LINE 2C NO CHANGE FROM PRIOR YEAR. GENERATIONS MANAGEMENT GROUP LLC 211 SAXONY RD ENCINITAS CA 92024 951455284 SENIOR LIVING CONSULTING & MANAGEMENT ACTIVITIES NV 470053 155580 N/A SEACREST HOLDINGS CORP 211 SAXONY ROAD ENCINITAS CA 92024 330992259 TO SUPPORT ACTIVITIES OF SAN DIEGO HEBREW HOMES. CA 501(C)(3) 509(A)(3) N/A 0 SEACREST FOUNDATION 211 SAXONY ROAD ENCINITAS CA 92024 300119295 TO SUPPORT SAN DIEGO HEBREW HOMES CA 501(C)(3) 509(A)(3) N/A 0 GUARDIANS OF SAN DIEGO 211 SAXONY ROAD ENCINITAS CA 92024 330296029 TO SUPPORT SAN DIEGO HEBREW HOMES CA 501(C)(3) 509(A)(3) N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 1