2012-07-09T11:04:54-05:00 2011-08-31 MOSS ADAMS LLP 3121 WEST MARCH LANE SUITE 100 STOCKTON CA 952192303 990 2010-09-01 953510024 LOS ANGELES JEWISH HOME FOR THE AGING LOSA 8187743372 7150 TAMPA AVE RESEDA CA 913353700 SHERRI CUNNINGHAM 8187743372 2012-06-29 1 TRACY S PAGLIA 2099556100 2010 2016-02-24 21:20:13Z SHERRI CUNNINGHAM 7150 TAMPA AVE RESEDA CA 913353700 29243907 0 X WWW.JHA.ORG X 1912 CA NURSING, RESIDENTIAL AND CLINICAL CARE FOR THE ELDERLY 19 18 81 12 0 0 23718338 6958012 0 21270033 216956 461213 4372086 -151274 28307380 28537984 0 0 0 0 6356728 7220843 420055 30167 1907672 31005409 12850321 37782192 20101331 -9474812 8436653 69147020 65607108 149348472 136883994 -80201452 -71276886 EXCELLENCE IN SENIOR CARE REFLECTIVE OF JEWISH VALUES. 0 0 14704603 21270033 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. 14704603 1 1 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 1 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 1 164 0 1 81 1 0 0 0 0 0 1 1 0 0 0 0 X 19 18 1 0 1 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 S ASHER 2.00 X 0 0 0 R BENDER 2.00 X 0 0 0 T BLOOMGARDEN 2.00 X 0 0 0 J BRANDMAN 2.00 X 0 0 0 J EISENBERG-KEEFER 2.00 X 0 0 0 J FOGEL 2.00 X 0 0 0 M FORREST 32.00 X X 615891 0 23205 J FRIEDMAN-RUDSKI 2.00 X 0 0 0 J GLASSMAN 2.00 X 0 0 0 M GLUCHOW 2.00 X X 0 0 0 T GLUCK 2.00 X 0 0 0 G GOLDFEIN 2.00 X 0 0 0 S GRANCELL 2.00 X 0 0 0 J HELD 2.00 X 0 0 0 C HERSHSON 2.00 X 0 0 0 M HESLOV 2.00 X X 0 0 0 B MILLER-FOX ABRAMOFF 2.00 X X 0 0 0 M POLIER-SWARTZ 2.00 X 0 0 0 S REISSMAN 2.00 X 0 0 0 D SWARTZ 2.00 X 0 0 0 S CUNNINGHAM 34.00 X 341582 0 33156 J GRAHAM 34.00 X 208976 0 4677 A POSSICK 20.00 X 208349 0 22318 S RYAN 38.00 X 235116 0 15253 I SCHRECK 40.00 X 194614 0 1511 G BRICKSON 40.00 X 146022 0 335 J ERBE 40.00 X 187255 0 5375 E KAMIEL 40.00 X 156227 0 11057 B POLISHUK 40.00 X 154667 0 16214 H SABET 40.00 X 143177 0 9088 2591876 0 142189 18 0 1 0 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 6 1030851 5927161 6958012 FUNDING FROM RELATED O 900099 21270033 21270033 21270033 462907 462907 80190 80190 80190 80190 248558 500 250752 -2194 500 -1694 -1694 114539 1030851 453321 -338782 -338782 7200 1850 5350 5350 OTHER INCOME 900099 53968 53968 SERVICE TO HOSPICE 900099 48000 48000 101968 28537984 21270033 0 309939 1904648 1281392 427131 196125 4258749 2498673 832891 927185 93269 54365 18122 20782 578105 392400 130800 54905 386072 229361 76454 80257 519603 309019 210001 583 140000 140000 30167 30167 827300 156769 503030 167501 108181 98491 9690 846264 394914 234678 216672 1015173 761380 253793 139525 104644 34881 47676 41325 6351 242416 60740 181676 7579188 7470230 108958 810400 810400 92634 92634 RECRUITMENT COSTS 190259 190259 WRITE-OFF CONSTRUCTION 115306 115306 RESTRICTED PROGRAMS 50797 50797 DUES AND LICENSES 43180 38111 5069 BOND FEES 40440 40440 41979 31270 10709 20101331 14704603 3489056 1907672 12815 534662 2681332 2707266 26070524 21096311 245051 237035 15799023 5289137 10444025 10509886 7059025 7630784 22634248 22891164 69147020 65607108 8046483 8563415 135856457 126974588 3404000 2041532 1345991 149348472 136883994 X -118884872 -105627310 28963267 24477957 9720153 9872467 -80201452 -71276886 69147020 65607108 X 8436653 487913 X 0 1 1 X 0 X 11943419 19693984 30509893 23718338 6958012 92823646 11943419 19693984 30509893 23718338 6958012 92823646 27752668 65070978 957416 646275 404895 674566 543097 3226249 882636 716056 177991 4696689 223707 6697079 102746974 21270033 0.63330 0.65030 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 38683420 2054121 8952 6396069 34350424 31086102 16998055 8802 9409539 38683420 32041482 16941417 40620 17937417 31086102 0.00000 0.28740 0.71260 0 0 4612508 4612508 4403064 2537933 1865131 6571989 2719046 3852943 211462 32158 179304 10509886 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 22891164 ANNUITY OBLIGATIONS 1204294 FUNDS HELD IN ESCROW FOR CCRC 77627 OTHER 64070 1345991 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. X X X X X X X 1 CAMPBELL & COMPANY ONE EAST WACKER DRIVE CHICAGO IL 60601 CONSULTANT ON MAJOR GIFTS 0 0 30167 0 30167 CA REFLECTIONS DINNER 306780 276102 30678 189014 WALK OF AGES 263573 237216 26357 56876 6 575037 517533 57504 207431 1145390 1030851 114539 453321 453321 -338782 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 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 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 6690000 82981231 8092621 2516347 1224500 5288005 45773951 2007 1 0 1 1 7000000 63047242 5364352 2139414 1039504 2932482 47479331 2010 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 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. 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. 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: 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 CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 487,913. 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 0 0 0 1 1 0 0 0 0 0 1 1 1 1 1 1 1 1 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