LOS ANGELES JEWISH HOME FOR THE AGING: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- LOS ANGELES JEWISH HOME FOR THE AGING (EIN 95-3510024)
- Tax period
- 2010-09-01 to 2011-08-31
- Filed
- 2012-07-09
- IRS object ID
- 201241919349300159
- Schema version
- 2010v3.4
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule J
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-07-09T11:04:54-05:00 | Timestamp |
| Tax Period End Date | 2011-08-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3121 WEST MARCH LANE SUITE 100 | AddressLine1 |
| City | STOCKTON | City |
| State | CA | State |
| ZIP Code | 952192303 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-09-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 953510024 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOS ANGELES JEWISH HOME FOR THE AGING | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LOSA | NameControl |
| Phone | 8187743372 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7150 TAMPA AVE | AddressLine1 |
| City | RESEDA | City |
| State | CA | State |
| ZIP Code | 913353700 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SHERRI CUNNINGHAM | Name |
| Title | CFO | Title |
| Phone | 8187743372 | Phone |
| Date Signed | 2012-06-29 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TRACY S PAGLIA | Name |
| Phone | 2099556100 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | SHERRI CUNNINGHAM | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7150 TAMPA AVE | AddressLine1 |
| City | RESEDA | City |
| State | CA | State |
| ZIP Code | 913353700 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 29243907 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.JHA.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1912 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | NURSING, RESIDENTIAL AND CLINICAL CARE FOR THE ELDERLY | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 19 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 18 | NbrIndependentVotingMembers |
| Total Nbr Employees | 81 | TotalNbrEmployees |
| Total Nbr Volunteers | 12 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 23718338 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 6958012 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 21270033 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 216956 | InvestmentIncomePriorYear |
| Investment Income Current Year | 461213 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 4372086 | OtherRevenuePriorYear |
| Other Revenue Current Year | -151274 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 28307380 | TotalRevenuePriorYear |
| Total Revenue Current Year | 28537984 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 6356728 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 7220843 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 420055 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 30167 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1907672 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 31005409 | OtherExpensePriorYear |
| Other Expenses Current Year | 12850321 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 37782192 | TotalExpensesPriorYear |
| Total Expenses Current Year | 20101331 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -9474812 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 8436653 | RevenuesLessExpensesCY |
| Total Assets BOY | 69147020 | TotalAssetsBOY |
| Total Assets EOY | 65607108 | TotalAssetsEOY |
| Total Liabilities BOY | 149348472 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 136883994 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | -80201452 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | -71276886 | NetAssetsOrFundBalancesEOY |
| Mission Description | EXCELLENCE IN SENIOR CARE REFLECTIVE OF JEWISH VALUES. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 14704603 | Expense |
| Revenue | 21270033 | Revenue |
| Description | 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, AND ANNENBERG SCHOOL OF NURSING. | Description |
| Total Program Service Expense | 14704603 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 1 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 164 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 81 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 19 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 18 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 1 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | ELAINE KAMIEL | NamePerson |
| Telephone Number | 8187743372 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7150 TAMPA AVENUE | AddressLine1 |
| City | RESEDA | City |
| State | CA | State |
| ZIP Code | 91335 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (30 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| S ASHER | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| R BENDER | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| T BLOOMGARDEN | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| J BRANDMAN | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| J EISENBERG-KEEFER | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| J FOGEL | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| M FORREST | |||||||
| CEO PRESIDENT | 32.00 | X | 615891 | 0 | 23205 | X | |
| J FRIEDMAN-RUDSKI | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| J GLASSMAN | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| M GLUCHOW | |||||||
| VICE CHAIR | 2.00 | X | 0 | 0 | 0 | X | |
| T GLUCK | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| G GOLDFEIN | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| S GRANCELL | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| J HELD | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| C HERSHSON | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| M HESLOV | |||||||
| CHAIR, BOARD OF DIRECTORS | 2.00 | X | 0 | 0 | 0 | X | |
| B MILLER-FOX ABRAMOFF | |||||||
| SECRETARY | 2.00 | X | 0 | 0 | 0 | X | |
| M POLIER-SWARTZ | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| S REISSMAN | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| D SWARTZ | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| S CUNNINGHAM | |||||||
| CFO | 34.00 | 341582 | 0 | 33156 | X | ||
| J GRAHAM | |||||||
| COO | 34.00 | 208976 | 0 | 4677 | X | ||
| A POSSICK | |||||||
| CORP. COMPLIANCE OFFICER, VP OF HEALTH & COMMUNITY | 20.00 | 208349 | 0 | 22318 | X | ||
| S RYAN | |||||||
| VP, HUMAN RESOURCES | 38.00 | 235116 | 0 | 15253 | X | ||
| I SCHRECK | |||||||
| FOUNDATION SENIOR VP | 40.00 | 194614 | 0 | 1511 | X | ||
| G BRICKSON | |||||||
| EXECUTIVE DIRECTOR PACE | 40.00 | 146022 | 0 | 335 | X | ||
| J ERBE | |||||||
| DIRECTOR INFO SYSTEMS | 40.00 | 187255 | 0 | 5375 | X | ||
| E KAMIEL | |||||||
| CONTROLLER | 40.00 | 156227 | 0 | 11057 | X | ||
| B POLISHUK | |||||||
| DIRECTOR OF MARKETING | 40.00 | 154667 | 0 | 16214 | X | ||
| H SABET | |||||||
| MANAGER INFO SYSTEMS | 40.00 | 143177 | 0 | 9088 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2591876 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 142189 | TotalOtherCompensation |
| Number Individuals GT100 K | 18 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| DIAGNOSTIC LABORATORIES LLC | |||||
| 2820 N ONTARIO ST | BURBANK | CA | 91504 | LABORATORY SERVICES | 297499 |
| MOSS ADAMS LLP | |||||
| 3130 WILSHIRE BLVD | SANTA MONICA | CA | 90403 | AUDIT & ACCOUNTING SERVICES | 249604 |
| ARENT FOX LLP | |||||
| 1050 CONNECTICUT AVE N W | WASHINGTON | DC | 20036 | LEGAL SERVICES | 248165 |
| MONTGOMERY MARKETING | |||||
| 1429 N NAOMI ST | BURBANK | CA | 91505 | MEDICAL SUPPLIES | 168990 |
| BEVERLY WILSHIRE | |||||
| 9500 WILSHIRE BLVD | BEVERLY HILLS | CA | 90212 | FUNDRAISING EVENT | 118111 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 6 | NumberOfContractorsGT100K |
| Fundraising Events | 1030851 | FundraisingEvents |
| All Other Contributions | 5927161 | AllOtherContributions |
| Total Contributions | 6958012 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FUNDING FROM RELATED O | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 21270033 | TotalRevenueColumn |
| Related Or Exempt Function Income | 21270033 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 21270033 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 462907 | TotalRevenueColumn |
| Exclusion | $462,907 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 80190 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 80190 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 80190 | TotalRevenueColumn |
| Exclusion | $80,190 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 248558 | Securities |
| Other | 500 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 250752 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -2194 | Securities |
| Other | 500 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -1694 | TotalRevenueColumn |
| Exclusion | -$1,694 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 114539 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 1030851 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 453321 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -338782 | TotalRevenueColumn |
| Exclusion | -$338,782 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Gaming | 7200 | GrossIncomeGaming |
| Gaming Direct Expenses | 1850 | GamingDirectExpenses |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5350 | TotalRevenueColumn |
| Exclusion | $5,350 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount |
|---|---|---|---|
| OTHER INCOME | 900099 | 53968 | $53,968 |
| SERVICE TO HOSPICE | 900099 | 48000 | $48,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 101968 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 28537984 | TotalRevenueColumn |
| Related Or Exempt Function Income | 21270033 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $309,939 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1904648 | Total |
| Program Services | 1281392 | ProgramServices |
| Management And General | 427131 | ManagementAndGeneral |
| Fundraising | 196125 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4258749 | Total |
| Program Services | 2498673 | ProgramServices |
| Management And General | 832891 | ManagementAndGeneral |
| Fundraising | 927185 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 93269 | Total |
| Program Services | 54365 | ProgramServices |
| Management And General | 18122 | ManagementAndGeneral |
| Fundraising | 20782 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 578105 | Total |
| Program Services | 392400 | ProgramServices |
| Management And General | 130800 | ManagementAndGeneral |
| Fundraising | 54905 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 386072 | Total |
| Program Services | 229361 | ProgramServices |
| Management And General | 76454 | ManagementAndGeneral |
| Fundraising | 80257 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 519603 | Total |
| Program Services | 309019 | ProgramServices |
| Management And General | 210001 | ManagementAndGeneral |
| Fundraising | 583 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 140000 | Total |
| Management And General | 140000 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30167 | Total |
| Fundraising | 30167 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 827300 | Total |
| Program Services | 156769 | ProgramServices |
| Management And General | 503030 | ManagementAndGeneral |
| Fundraising | 167501 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 108181 | Total |
| Management And General | 98491 | ManagementAndGeneral |
| Fundraising | 9690 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 846264 | Total |
| Program Services | 394914 | ProgramServices |
| Management And General | 234678 | ManagementAndGeneral |
| Fundraising | 216672 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1015173 | Total |
| Program Services | 761380 | ProgramServices |
| Management And General | 253793 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 139525 | Total |
| Program Services | 104644 | ProgramServices |
| Management And General | 34881 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 47676 | Total |
| Management And General | 41325 | ManagementAndGeneral |
| Fundraising | 6351 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 242416 | Total |
| Management And General | 60740 | ManagementAndGeneral |
| Fundraising | 181676 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7579188 | Total |
| Program Services | 7470230 | ProgramServices |
| Management And General | 108958 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 810400 | Total |
| Program Services | 810400 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 92634 | Total |
| Management And General | 92634 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| RECRUITMENT COSTS | 190259 | 190259 | ||
| WRITE-OFF CONSTRUCTION | 115306 | 115306 | ||
| RESTRICTED PROGRAMS | 50797 | 50797 | ||
| DUES AND LICENSES | 43180 | 38111 | 5069 | |
| BOND FEES | 40440 | 40440 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 41979 | Total |
| Management And General | 31270 | ManagementAndGeneral |
| Fundraising | 10709 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20101331 | Total |
| Program Services | 14704603 | ProgramServices |
| Management And General | 3489056 | ManagementAndGeneral |
| Fundraising | 1907672 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12815 | BOY |
| EOY | 534662 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2681332 | BOY |
| EOY | 2707266 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26070524 | BOY |
| EOY | 21096311 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 245051 | BOY |
| EOY | 237035 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 15799023 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 5289137 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10444025 | BOY |
| EOY | 10509886 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7059025 | BOY |
| EOY | 7630784 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22634248 | BOY |
| EOY | 22891164 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 69147020 | BOY |
| EOY | 65607108 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8046483 | BOY |
| EOY | 8563415 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 135856457 | BOY |
| EOY | 126974588 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3404000 | BOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2041532 | BOY |
| EOY | 1345991 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 149348472 | BOY |
| EOY | 136883994 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -118884872 | BOY |
| EOY | -105627310 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28963267 | BOY |
| EOY | 24477957 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9720153 | BOY |
| EOY | 9872467 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -80201452 | BOY |
| EOY | -71276886 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 69147020 | BOY |
| EOY | 65607108 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 8436653 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 487913 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 11943419 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 19693984 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 30509893 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 23718338 | CurrentTaxYearMinus1Year |
| Current Tax Year | 6958012 | CurrentTaxYear |
| Total | 92823646 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 11943419 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 19693984 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 30509893 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 23718338 | CurrentTaxYearMinus1Year |
| Current Tax Year | 6958012 | CurrentTaxYear |
| Total | 92823646 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 27752668 | AmountsSubstContributorsTotal |
| Public Support Total170 | 65070978 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 957416 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 646275 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 404895 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 674566 | CurrentTaxYearMinus1Year |
| Current Tax Year | 543097 | CurrentTaxYear |
| Total | 3226249 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 882636 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 716056 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 177991 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4696689 | CurrentTaxYearMinus1Year |
| Current Tax Year | 223707 | CurrentTaxYear |
| Total | 6697079 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 102746974 | TotalSupport |
| Gross Receipts From Admissions Etc | 21270033 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.63330 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.65030 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
| General Explanation | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: SETTLEMENT & OTHER INCOME SPECIAL EVENT GROSS RECEIPTS | GeneralExplanation |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 38683420 | BeginningOfYearBalance |
| Contributions | 2054121 | Contributions |
| Investment Earnings Or Losses | 8952 | InvestmentEarningsOrLosses |
| Other Expenditures | 6396069 | OtherExpenditures |
| End Of Year Balance | 34350424 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 31086102 | BeginningOfYearBalance |
| Contributions | 16998055 | Contributions |
| Investment Earnings Or Losses | 8802 | InvestmentEarningsOrLosses |
| Other Expenditures | 9409539 | OtherExpenditures |
| End Of Year Balance | 38683420 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 32041482 | BeginningOfYearBalance |
| Contributions | 16941417 | Contributions |
| Investment Earnings Or Losses | 40620 | InvestmentEarningsOrLosses |
| Other Expenditures | 17937417 | OtherExpenditures |
| End Of Year Balance | 31086102 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.00000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.28740 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.71260 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4612508 | OtherCostOrOtherBasis |
| Book Value | 4612508 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4403064 | OtherCostOrOtherBasis |
| Depreciation | 2537933 | Depreciation |
| Book Value | 1865131 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 6571989 | OtherCostOrOtherBasis |
| Depreciation | 2719046 | Depreciation |
| Book Value | 3852943 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 211462 | OtherCostOrOtherBasis |
| Depreciation | 32158 | Depreciation |
| Book Value | 179304 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 10509886 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (7 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| FUNDS HELD BY TRUSTEE UNDER DEBT AGREEMENT | 13456973 |
| DEBT ISSUANCE COSTS, NET OF ACCUMULATED AMORTIZATION | 6911421 |
| CHARITABLE REMAINDER TRUST RECEIVABLES | 355573 |
| INTEREST IN NET ASSETS OF RECIPIENT ORGANIZATION | 1946124 |
| ASSETS HELD IN ESCROW FOR CCRC DEPOSITS | 77627 |
| OTHER ASSETS | 56027 |
| ARTWORK | 87419 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 22891164 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ANNUITY OBLIGATIONS | $1,204,294 |
| FUNDS HELD IN ESCROW FOR CCRC | $77,627 |
| OTHER | $64,070 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1345991 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| 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, 2011 OR 2010. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Solicitation Of Govt Grants | X | SolicitationOfGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
Name Of Organization NameOfOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAMPBELL & COMPANY | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE EAST WACKER DRIVE | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60601 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | CONSULTANT ON MAJOR GIFTS | Activity |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFunds |
| Gross Receipts | 0 | GrossReceipts |
| Amount Retained By Contractor | 30167 | AmountRetainedByContractor |
| Net To Organization | 0 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | 30167 | TotalRetainedByContractors |
| Licensed States | CA | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | REFLECTIONS DINNER | NameOfEvent1 |
| Gross Receipts Event1 | 306780 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 276102 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 30678 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 189014 | RentFacilityCostsEvent1 |
| Name Of Event2 | WALK OF AGES | NameOfEvent2 |
| Gross Receipts Event2 | 263573 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 237216 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 26357 | GrossRevenueEvent2 |
| Rent Facility Costs Event2 | 56876 | RentFacilityCostsEvent2 |
| Total Number Of Other Events | 6 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 575037 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 517533 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 57504 | GrossRevenueOtherEvents |
| Rent Facility Costs Other Events | 207431 | RentFacilityCostsOtherEvents |
| Gross Receipts Total | 1145390 | GrossReceiptsTotal |
| Charitable Contributions Total | 1030851 | CharitableContributionsTotal |
| Gross Revenue Total Events | 114539 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 453321 | RentFacilityCostsTotalEvents |
| Direct Expense Summary Events | 453321 | DirectExpenseSummaryEvents |
| Net Income Summary | -338782 | NetIncomeSummary |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (10 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
| A POSSICK | |||||||||||||
| 208349 | 0 | 0 | 0 | 0 | 0 | 6410 | 0 | 15908 | 0 | 230667 | 0 | 0 | 0 |
| S RYAN | |||||||||||||
| 235116 | 0 | 0 | 0 | 0 | 0 | 6500 | 0 | 8753 | 0 | 250369 | 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 |
| E KAMIEL | |||||||||||||
| 156227 | 0 | 0 | 0 | 0 | 0 | 4573 | 0 | 6484 | 0 | 167284 | 0 | 0 | 0 |
| B POLISHUK | |||||||||||||
| 154667 | 0 | 0 | 0 | 0 | 0 | 4725 | 0 | 11489 | 0 | 170881 | 0 | 0 | 0 |
| H SABET | |||||||||||||
| 142177 | 0 | 1000 | 0 | 0 | 0 | 4161 | 0 | 4927 | 0 | 152265 | 0 | 0 | 0 |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (2 entries)
| Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|
| 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 |
Form990 Schedule K Part II Form990ScheduleKPartII (2 entries)
| Amount RetiredAmountRetired | Total ProceedsTotalProceeds | Amount In Reserve FundAmountInReserveFund | Capitalized InterestCapitalizedInterest | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Credit EnhancementCreditEnhancement | Capital ExpendituresCapitalExpenditures | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 6690000 | 82981231 | 8092621 | 2516347 | 1224500 | 5288005 | 45773951 | 2007 | 1 | 0 | 1 | 1 |
| 7000000 | 63047242 | 5364352 | 2139414 | 1039504 | 2932482 | 47479331 | 2010 | 0 | 0 | 1 | 1 |
Form990 Schedule K Part III Form990ScheduleKPartIII (2 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Bond Counsel Routinely EngagedBondCounselRoutinelyEngaged | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|---|
| 0 | 0 | 0 | 0 | 0 | 1 |
| 0 | 0 | 0 | 0 | 0 | 1 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (2 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Business Name Line2NameOfGICProvider/BusinessNameLine2 | Term Of GICTermOfGIC | Regulatory Safe Harbor SatisfiedRegulatorySafeHarborSatisfied | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate |
|---|---|---|---|---|---|---|---|---|
| TRANSAMERICA | ||||||||
| 0 | 0 | 0 | 1 | OCCIDENTAL LIFE | 10.000000000000 | 1 | 0 | 1 |
| TRANSAMERICA | ||||||||
| 0 | 0 | 0 | 1 | OCCIDENTAL LIFE | 5.800000000000 | 1 | 0 | 1 |
Form990 Schedule K Part V Form990ScheduleKPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE K, PART II, LINE 3 | Identifier |
| Return Reference | TOTAL PROCEEDS OF ISSUE | ReturnReference |
| Explanation | 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. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | M POLIER-SWARTZ AND D SWARTZ - FAMILY. | |
| FORM 990, PART VI, SECTION A, LINE 4 | CEO IS A VOTING MEMBER OF THE BOARD AND IS CLASSIFIED AS A "DIRECTOR". CFO WAS PREVIOUSLY A NON-VOTING MEMBER AND IS NO LONGER A MEMBER. | |
| 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. | |
| 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 12C | |
| 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 B, LINE 15 | |
| GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. | FORM 990, PART VI, SECTION C, LINE 19 | |
| HOURS PER WEEK DEVOTED TO RELATED ORGANIZATIONS | A POSSICK'S TIME IS DIVIDED AS FOLLOWS: LOS ANGELES JEWISH HOME FOR THE AGING 20 HRS JHA GERIATRIC SERVICES INC 20 HRS J BRANDMAN'S TIME IS DIVIDED AS FOLLOWS: LOS ANGELES JEWISH HOME FOR THE AGING 2 HRS JHA GERIATRIC SERVICES INC 2 HRS J FOGEL'S TIME IS DIVIDED AS FOLLOWS: LOS ANGELES JEWISH HOME FOR THE AGING 2 HRS ANNENBERG SCHOOL OF NURSING 2 HRS J FRIEDMAN-RUDSKI'S TIME IS DIVIDED AS FOLLOWS: LOS ANGELES JEWISH HOME FOR THE AGING 2 HRS ANNENBERG SCHOOL OF NURSING 2 HRS M FORREST'S TIME IS DIVIDED AS FOLLOWS: LOS ANGELES JEWISH HOME FOR THE AGING 32 HRS JHA GERIATRIC SERVICES INC 2 HRS EISENBERG VILLAGE OF THE LAJHA 2 HRS GRANCELL VILLAGE OF THE LAJHA 2 HRS ANNENBERG SCHOOL OF NURSING 2 HRS S CUNNINGHAM'S TIME IS DIVIDED AS FOLLOWS: LOS ANGELES JEWISH HOME FOR THE AGING 34 HRS JHA GERIATRIC SERVICES INC 2 HRS EISENBERG VILLAGE OF THE LAJHA 2 HRS GRANCELL VILLAGE OF THE LAJHA 2 HRS S RYAN'S TIME IS DIVIDED AS FOLLOWS: LOS ANGELES JEWISH HOME FOR THE AGING 38 HRS ANNENBERG SCHOOL OF NURSING 2 HRS J GRAHAM'S TIME IS DIVIDED AS FOLLOWS: LOS ANGELES JEWISH HOME FOR THE AGING 34 HRS JHA GERIATRIC SERVICES INC 2 HRS EISENBERG VILLAGE OF THE LAJHA 2 HRS GRANCELL VILLAGE OF THE LAJHA 2 HRS | FORM 990, PART VII, SECTION A, COLUMN B |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 487,913. | FORM 990, PART XI, LINE 5: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 1 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 1 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 1 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (4 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| JHA GERIATRIC SERVICES | ||
| R | 284440 | FMV |
| EISENBERG VILLAGE OF THE LOS ANGELES JEWISH HOME FOR THE AGING | ||
| R | 8891399 | FMV |
| GRANCELL VILLAGE OF THE LOS ANGELES JEWISH HOME FOR THE AGING | ||
| R | 12243742 | FMV |
| ANNENBERG SCHOOL OF NURSING | ||
| Q | 149548 | FMV |
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