899 CHARLESTON: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- 899 CHARLESTON (EIN 03-0594291)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-05-12
- IRS object ID
- 202331329349306058
- Schema version
- 2021v4.2
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-12T15:57:47-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910189318 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 SECOND STREET SUITE 900 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 030594291 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 899 CHARLESTON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | 899C | BusinessNameControlTxt |
| Phone | 6504333600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 899 EAST CHARLESTON ROAD | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94303 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BEN CHAIKA | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 6504333600 | PhoneNum |
| Signature | 2023-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BEN | PersonFirstNm |
| Person Last | CHAIKA | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL LUMSDEN | PreparerPersonNm |
| PTIN | P01262236 | PTIN |
| Phone | 4159561500 | PhoneNum |
| Preparation | 2023-05-11 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOLDAW RESIDENCES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ELYSE GERSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 899 EAST CHARLESTON ROAD | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94303 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $14,361,135 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MOLDAW.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2006 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE RESIDENTIAL FACILITIES DESIGNATED TO MEET THE NEEDS OF AGED PERSONS AND ADDRESS THE WELL-BEING OF THE RESIDENTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 207 | TotalEmployeeCnt |
| Total Volunteers | 20 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,194,872 | PYContributionsGrantsAmt |
| CY Contributions Grants | $127,526 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $15,604,879 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $14,106,626 | CYProgramServiceRevenueAmt |
| PY Investment Income | $59,228 | PYInvestmentIncomeAmt |
| CY Investment Income | $69,089 | CYInvestmentIncomeAmt |
| PY Other Revenue | $158,917 | PYOtherRevenueAmt |
| CY Other Revenue | $57,894 | CYOtherRevenueAmt |
| PY Total Revenue | $17,017,896 | PYTotalRevenueAmt |
| CY Total Revenue | $14,361,135 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $5,626,825 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $7,016,844 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $205,008 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $13,239,925 | PYOtherExpensesAmt |
| CY Other Expenses | $12,635,882 | CYOtherExpensesAmt |
| PY Total Expenses | $18,866,750 | PYTotalExpensesAmt |
| CY Total Expenses | $19,652,726 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,848,854 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$5,291,591 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $143,487,864 | TotalAssetsBOYAmt |
| Total Assets EOY | $136,462,765 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $189,407,227 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $187,823,643 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$45,919,363 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$51,360,878 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | WE SUPPORT THE HIGHEST LEVEL OF INDEPENDENCE FOR EACH INDIVIDUAL BY PROMOTING THE PURSUIT OF A HEALTHFUL LIFESTYLE AND COMMUNITY INVOLVEMENT ON OUR MULTI-GENERATIONAL CAMPUS. WE SEEK TO PRESERVE JEWISH COMMUNITY VALUES AND TRADITIONS, WHILE SERVING THE DIVERSE CULTURES AND BACKGROUNDS OF THE ENTIRE PENINSULA REGION IN OFFERING A COMPLETELY UNIQUE RETIREMENT OPTION - "UNRETIREMENT!". | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $16,478,860 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $14,106,626 | RevenueAmt |
| Desc | DURING THE FISCAL YEAR, 899 CHARLESTON DBA MOLDAW RESIDENCES OPERATED A 193-UNIT CONTINUING CARE RETIREMENT COMMUNITY, INCLUDING 170 UNITS FOR INDEPENDENT LIVING, 12 FOR ASSISTED LIVING, AND 11 UNITS FOR SPECIALIZED MEMORY SUPPORT. IT PROVIDED MEDICAL AND WELLNESS SERVICES, MEALS, HOUSEKEEPING SERVICES, ACTIVITIES, AND TRANSPORTATION FOR THE RESIDENTS. THERE WAS AN AVERAGE OF 191 RESIDENTS DURING THE FISCAL YEAR. | Desc |
| Total Program Service Expenses | $16,478,860 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 28 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 207 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Form1098 C Filed | Yes (1) | Form1098CFiledInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BEN CHAIKA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6504333600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 899 CHARLESTON ROAD | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94303 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| LARRY MARKS | ||||||||||
| CO-CHAIR | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| DAVID STEIRMAN | ||||||||||
| CO-CHAIR | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| EFRAT KAZNIK | ||||||||||
| TRUSTEE/TREASURER | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| MARLENE LEVENSON | ||||||||||
| TRUSTEE/SECRETARY | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| NORM BERKMAN | ||||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| ELLEN BROWN MD | ||||||||||
| TRUSTEE THROUGH 12/2021 | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| RITA GHATAK | ||||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| TONY KLEIN | ||||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| CAROLE KUSHNIR | ||||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| NICOLE LANCE | ||||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| STEVE MONOSSON | ||||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| CAROL ROBERTS | ||||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| GINA ROSENFIELD | ||||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| NANCY ROSSEN | ||||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| ALEX ROZENFELD | ||||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| RIC RUDMAN | ||||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| JEFFREY SOSNICK | ||||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| ELYSE GERSON | ||||||||||
| EXECUTIVE DIRECTOR | 40.00 | 0.00 | Yes (X) | $283,182 | $0 | $34,502 | ||||
| MARY CONNICK | ||||||||||
| CFO THROUGH 10/2021 | 6.00 | 4.00 | Yes (X) | $0 | $357,138 | $9,801 | ||||
| BENJAMIN CHAIKA | ||||||||||
| CFO START 2/2022 | 30.00 | 0.00 | Yes (X) | $0 | $113,904 | $2,004 | ||||
| MICHAEL SKAFF | ||||||||||
| COO THROUGH 10/2021 | 5.00 | 5.00 | $0 | $377,219 | $17,634 | Yes (X) | ||||
| ALLAIN BERNABE | ||||||||||
| EXECUTIVE CHEF | 40.00 | 0.00 | $135,432 | $0 | $30,444 | Yes (X) | ||||
| ARIELLE HENDEL | ||||||||||
| FUND DEVELOPMENT DIRECTOR | 40.00 | 0.00 | $135,757 | $0 | $38,146 | Yes (X) | ||||
| JUAN LOPEZ | ||||||||||
| PLANT OPERATIONS DIRECTOR | 40.00 | 0.00 | $119,191 | $0 | $33,812 | Yes (X) | ||||
| KAREN LERNER | ||||||||||
| HEALTH & WELLNESS DIRECTOR | 40.00 | 0.00 | $111,804 | $0 | $29,492 | Yes (X) | ||||
| SHERRIE KOSHOVER | ||||||||||
| FORMER CHIEF ADVANCEMENT OFFICER | 0.00 | 0.00 | $0 | $121,044 | $22,887 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $785,366 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $969,305 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $218,722 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 8 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | Yes (1) | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BUILD GROUP INC | |||||
| 405 14TH STREET SUITE 900 | OAKLAND | CA | 94612 | GENERAL CONTRACTOR | $1,353,054 |
| DATAVIZION LLC | |||||
| 5760 CORNHUSKER HWY 3 | LINCOLN | NE | 68507 | IT SERVICES | $470,764 |
| LIFE CARE SERVICES LLC | |||||
| 400 LOCUST ST SUITE 820 | DES MOINES | IA | 50309 | MANAGEMENT/ADMINISTRATIVE SERVICES | $430,223 |
| ALL ABOUT PARKING | |||||
| 100 S ELLSWORTH AVENUE SUITE 203 | SAN MATEO | CA | 94401 | VALET PARKING SERVICES | $332,971 |
| SERVPRO OF PALO ALTO | |||||
| 2625 MIDDLEFIELD RD SUITE 557 | PALO ALTO | CA | 94306 | REMEDIATION SERVICES | $287,612 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 12 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $127,526 | AllOtherContributionsAmt |
| Noncash Contributions | $20,365 | NoncashContributionsAmt |
| Total Contributions | $127,526 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| RESIDENT FEES | 623000 | $11,947,650 | $11,947,650 |
| AMORT OF ENTRANCE FEES | 623000 | $2,088,845 | $2,088,845 |
| OTHER OPERATING REV | 623000 | $70,131 | $70,131 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $14,106,626 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $69,089 | TotalRevenueColumnAmt |
| Exclusion | $69,089 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $22,578 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $22,578 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $22,578 | TotalRevenueColumnAmt |
| Exclusion | $22,578 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REIMBURSEMENTS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $35,316 | TotalRevenueColumnAmt |
| Exclusion | $35,316 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $35,316 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,361,135 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $14,106,626 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $126,983 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $447,661 | TotalAmt |
| Management And General | $447,661 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,221,987 | TotalAmt |
| Program Services | $4,814,092 | ProgramServicesAmt |
| Management And General | $273,647 | ManagementAndGeneralAmt |
| Fundraising | $134,248 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,284 | TotalAmt |
| Program Services | $41,019 | ProgramServicesAmt |
| Management And General | $1,441 | ManagementAndGeneralAmt |
| Fundraising | $824 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $897,969 | TotalAmt |
| Program Services | $739,008 | ProgramServicesAmt |
| Management And General | $144,121 | ManagementAndGeneralAmt |
| Fundraising | $14,840 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $405,943 | TotalAmt |
| Program Services | $315,956 | ProgramServicesAmt |
| Management And General | $83,642 | ManagementAndGeneralAmt |
| Fundraising | $6,345 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $795,246 | TotalAmt |
| Management And General | $795,246 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $147,204 | TotalAmt |
| Management And General | $147,204 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $134,201 | TotalAmt |
| Management And General | $134,201 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $567,838 | TotalAmt |
| Program Services | $506,777 | ProgramServicesAmt |
| Management And General | $61,061 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $291,698 | TotalAmt |
| Program Services | $291,698 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,680 | TotalAmt |
| Management And General | $16,680 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $180,052 | TotalAmt |
| Management And General | $180,052 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,252,430 | TotalAmt |
| Program Services | $1,096,299 | ProgramServicesAmt |
| Management And General | $154,350 | ManagementAndGeneralAmt |
| Fundraising | $1,781 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,669 | TotalAmt |
| Program Services | $32,367 | ProgramServicesAmt |
| Management And General | $27,302 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,243 | TotalAmt |
| Program Services | $7,243 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,226,751 | TotalAmt |
| Program Services | $3,226,751 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,562,817 | TotalAmt |
| Program Services | $3,525,064 | ProgramServicesAmt |
| Fundraising | $37,753 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $395,492 | TotalAmt |
| Management And General | $395,492 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| FOOD COSTS | $826,970 | $826,970 | |
| SUPPLIES | $298,390 | $263,327 | $35,063 |
| PROFESSIONAL DUES/FEES | $188,735 | $181,187 | $7,548 |
| AMORT OF LOAN FEES | $53,096 | $53,096 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $631,370 | TotalAmt |
| Program Services | $558,006 | ProgramServicesAmt |
| Management And General | $64,147 | ManagementAndGeneralAmt |
| Fundraising | $9,217 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,652,726 | TotalAmt |
| Program Services | $16,478,860 | ProgramServicesAmt |
| Management And General | $2,968,858 | ManagementAndGeneralAmt |
| Fundraising | $205,008 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,343,175 | BOYAmt |
| EOY | $1,659,128 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,341,680 | BOYAmt |
| EOY | $24,535,702 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $389,241 | BOYAmt |
| EOY | $342,558 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,545 | BOYAmt |
| EOY | $5,244 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,492 | BOYAmt |
| EOY | $22,492 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $468,011 | BOYAmt |
| EOY | $160,786 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $153,171,646 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $52,331,082 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $103,162,232 | BOYAmt |
| EOY | $100,840,564 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,606,155 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,150,333 | BOYAmt |
| EOY | $8,896,291 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $143,487,864 | BOYAmt |
| EOY | $136,462,765 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,295,231 | BOYAmt |
| EOY | $1,121,270 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,199,324 | BOYAmt |
| EOY | $7,351,928 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,166,344 | BOYAmt |
| EOY | $64,186,285 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $114,746,328 | BOYAmt |
| EOY | $115,164,160 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $189,407,227 | BOYAmt |
| EOY | $187,823,643 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$55,579,098 | BOYAmt |
| EOY | -$59,841,564 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,659,735 | BOYAmt |
| EOY | $8,480,686 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$45,919,363 | BOYAmt |
| EOY | -$51,360,878 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $143,487,864 | BOYAmt |
| EOY | $136,462,765 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$5,291,591 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$120,911 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$29,013 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $26,789 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $350,498 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $110,322 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,194,872 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $127,526 | CurrentTaxYearAmt |
| Total | $1,810,007 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,920,061 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,763,100 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,206,917 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,604,879 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,106,626 | CurrentTaxYearAmt |
| Total | $77,601,583 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,946,850 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,113,598 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,317,239 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,799,751 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,234,152 | CurrentTaxYearAmt |
| Total | $79,411,590 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,500 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,530 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $71,071 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $243,762 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $71,788 | CurrentTaxYearAmt |
| Total | $416,651 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,500 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,530 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $71,071 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $243,762 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $71,788 | CurrentTaxYearAmt |
| Total | $416,651 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $78,994,939 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $145,183 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $242,764 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $274,775 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $59,228 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $91,667 | CurrentTaxYearAmt |
| Total | $813,617 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $145,183 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $242,764 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $274,775 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $59,228 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $91,667 | CurrentTaxYearAmt |
| Total | $813,617 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $140,150 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $158,917 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $35,316 | CurrentTaxYearAmt |
| Total | $334,383 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,092,033 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,356,362 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,732,164 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,017,896 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,361,135 | CurrentTaxYearAmt |
| Total | $80,559,590 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.98060 | PublicSupportCY509Pct |
| Public Support PY509 | 0.98050 | PublicSupportPY509Pct |
| Investment Income CY | 0.01010 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01040 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | REIMBURSEMENTS - 2019 AMOUNT: $ 140,150. 2020 AMOUNT: $ 158,917. 2021 AMOUNT: $ 35,316. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,501,395 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$1,144,737 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $136,612 | GrantsOrScholarshipsAmt |
| End Year Balance | $8,220,046 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,088,314 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,523,780 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $110,699 | GrantsOrScholarshipsAmt |
| End Year Balance | $9,501,395 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,745,850 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $342,464 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $8,088,314 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,403,415 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $342,435 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $7,745,850 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,994,719 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $408,696 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $7,403,415 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.57352 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.42648 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $13,118,538 | OtherCostOrOtherBasisAmt |
| Book Value | $13,118,538 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $128,134,304 | OtherCostOrOtherBasisAmt |
| Depreciation | $44,306,451 | DepreciationAmt |
| Book Value | $83,827,853 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,418,972 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,440,392 | DepreciationAmt |
| Book Value | $1,978,580 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,499,832 | OtherCostOrOtherBasisAmt |
| Depreciation | $584,239 | DepreciationAmt |
| Book Value | $1,915,593 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $100,840,564 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| BENEFICIAL INTEREST IN JHSLF | $8,221,046 |
| DEPOSITS HELD BY HOME OWNERS ASSOCIATION | $639,929 |
| DUE FROM AFFILIATED ORGANIZATION | $35,316 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $8,896,291 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| REFUNDABLE DEPOSITS | $734,752 |
| REFUNDABLE ENTRANCE FEES | $109,748,841 |
| LOAN PAYABLE TO JHSLF | $4,675,265 |
| DUE TO AFFILIATED ORGANIZATIONS | $5,302 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $115,164,160 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $14,211,211 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$120,911 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$29,013 | OtherRevenueAmt |
| Revenue Not Reported | -$149,924 | RevenueNotReportedAmt |
| Revenue Subtotal | $14,361,135 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $14,361,135 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $19,652,726 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $19,652,726 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $19,652,726 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE INTENDED USE OF THE ENDOWMENT FUNDS IS TO PROVIDE SUPPORT FOR RESIDENTS OF MOLDAW RESIDENCES OR ACCEPTED APPLICANTS WHO CANNOT AFFORD A PORTION OF EITHER THE ENTRY FEE OR THE CONTINUING MONTHLY COSTS, AND INCLUDES ACCUMULATED EARNINGS THEREON THAT HAVE NOT YET BEEN EXPENDED. |
| PART X, LINE 2: | U.S. GAAP REQUIRES THE ORGANIZATION TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE APPLICABLE TAX AUTHORITY. THE ORGANIZATION HAS REVIEWED ITS TAX POSITIONS FOR ALL OPEN TAX YEARS AND BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR THE TAX POSITIONS TAKEN. THEREFORE, NO LIABILITY HAS BEEN RECORDED. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN BENEFICIAL INTEREST IN JHSLF -1,144,737. CHANGE IN FUTURE SERVICE BENEFIT OBLIGATION 1,115,724. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MICHAEL SKAFF | ||||||||||||||
| COO THROUGH 10/2021 | $0 | $377,119 | $0 | $100 | $0 | $0 | $0 | $8,700 | $0 | $8,934 | $0 | $394,853 | $0 | $0 |
| MARY CONNICK | ||||||||||||||
| CFO THROUGH 10/2021 | $0 | $357,038 | $0 | $100 | $0 | $0 | $0 | $8,700 | $0 | $1,101 | $0 | $366,939 | $0 | $0 |
| ELYSE GERSON | ||||||||||||||
| EXECUTIVE DIRECTOR | $283,182 | $0 | $0 | $0 | $0 | $0 | $7,034 | $0 | $27,468 | $0 | $317,684 | $0 | $0 | $0 |
| ARIELLE HENDEL | ||||||||||||||
| FUND DEVELOPMENT DIRECTOR | $135,757 | $0 | $0 | $0 | $0 | $0 | $3,923 | $0 | $34,223 | $0 | $173,903 | $0 | $0 | $0 |
| ALLAIN BERNABE | ||||||||||||||
| EXECUTIVE CHEF | $135,432 | $0 | $0 | $0 | $0 | $0 | $475 | $0 | $29,969 | $0 | $165,876 | $0 | $0 | $0 |
| JUAN LOPEZ | ||||||||||||||
| PLANT OPERATIONS DIRECTOR | $119,191 | $0 | $0 | $0 | $0 | $0 | $1,140 | $0 | $32,672 | $0 | $153,003 | $0 | $0 | $0 |
| SHERRIE KOSHOVER | ||||||||||||||
| FORMER CHIEF ADVANCEMENT OFFICER | $0 | $41,493 | $0 | $0 | $0 | $79,551 | $0 | $22,864 | $0 | $23 | $0 | $143,931 | $0 | $0 |
| KAREN LERNER | ||||||||||||||
| HEALTH & WELLNESS DIRECTOR | $111,804 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $29,492 | $0 | $141,296 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 4B | DURING THE 2021 CALENDAR YEAR, SHERIE KOSHOVER WAS A PARTICIPANT IN A SUPPLEMENTAL 457(F) PLAN SPONSORED BY JEWISH SENIOR LIVING GROUP, A RELATED ORGANIZATION (THROUGH OCTOBER 2021). THERE WERE NO EMPLOYER CONTRIBUTIONS TO THE 457(F) PLAN DURING THE 2021 CALENDAR YEAR, NOR WERE THERE ANY AMOUNTS REQUIRED TO BE REPORTED AS TAXABLE COMPENSATION DUE TO VESTING OF THE 457(F) PLAN. |
| FORM 990, PART VII, SECTION A, LINE 5: | EFFECTIVE OCTOBER 2021, THE ORGANIZATION TRANSITIONED FROM HAVING ITS OWN PAYROLL TO HAVING ITS PAYROLL PROCESSED THROUGH LIFE CARE SERVICES (WHO THEREAFTER, ISSUED THE W-2S), THE ORGANIZATION'S MANAGEMENT COMPANY. COMPENSATION APPEARING ON FORM 990, PART VII AND SCHEDULE J, PART II FOR ELYSE GERSON, ARIELLE HENDEL, ALLAIN BERNABE, JUAN LOPEZ, AND KAREN LERNER REPRESENTS THE COMBINED AMOUNTS OF COMPENSATION BOTH FROM THE ORGANIZATION ITSELF AS WELL THAT FROM LIFE CARE SERVICES FOR THE 2021 CALENDAR YEAR. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIFORNIA STATEWIDE COMMUNITY DEVELOPMENT AUTHORITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 680164610 | BondIssuerEIN |
| Bond Issued | 2014-11-20 | BondIssuedDt |
| Issue Price | $81,435,953 | IssuePriceAmt |
| Purpose | REFINANCING OF EXISTING BOND AND TERM LOAN DEBT | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $5,925,000 | RetiredAmt |
| Total Proceeds | $81,435,953 | TotalProceedsAmt |
| In Reserve Fund | $4,421,821 | InReserveFundAmt |
| Issuance Costs From Proceeds | $1,448,074 | IssuanceCostsFromProceedsAmt |
| Other Spent Proceeds | $75,566,058 | OtherSpentProceedsAmt |
| Refunding Tax Exempt Bonds | Yes (1) | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.00000 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.00000 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | Yes (1) | NoRebateDueInd |
| Variable Rate Issue | Yes (1) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | DATE REBATE COMPUTATION PERFORMED | FormAndLineReferenceDesc |
| Explanation | ISSUER NAME: CALIFORNIA STATEWIDE COMMUNITY DEVELOPMENT AUTHORITY DATE THE REBATE COMPUTATION WAS PERFORMED: 12/06/2019 | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | THROUGH OCTOBER 2021, THE ORGANIZATION PAID A MANAGEMENT FEE TO JEWISH SENIOR LIVING GROUP, A RELATED ORGANIZATION (UNTIL OCTOBER 2021) WHICH COVERED MANAGEMENT, MARKETING, AND OTHER SUPPORTING SERVICES PROVIDED TO 899 CHARLESTON. TOTAL PAYMENTS TO JEWISH SENIOR LIVING GROUP FOR THESE MANAGEMENT, MARKETING, AND OTHER SUPPORTING SERVICES TOTALED $82,164 DURING THE 6/30/2022 FISCAL YEAR. EFFECTIVE OCTOBER 2021, THE ORGANIZATION ENTERED INTO A CONTRACT WITH LIFE CARE SERVICES FOR MANAGEMENT OF THE COMMUNITY. UNDER THE TERMS OF THE AGREEMENT, LIFE CARE SERVICES SUPERVISES THE OPERATIONS OF THE COMMUNITY. DURING THE JUNE 30, 2022 TAX YEAR, THE ORGANIZATION PAID $404,733 FOR MANAGEMENT AND MARKETING SERVICES AND $390,513 FOR OTHER SUPPORT SERVICES. |
| FORM 990, PART VI, SECTION A, LINE 4 | DURING THE 6/30/2022 FISCAL YEAR, THE ORGANIZATION AMENDED ITS BYLAWS TO REMOVE THE POWER OF JEWISH SENIOR LIVING GROUP TO APPOINT MEMBERS OF THE GOVERNING BODY. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE ORGANIZATION DOES NOT HAVE "MEMBERS" BY DEFINITION OF THE BYLAWS; HOWEVER, THE FORM 990 INSTRUCTIONS ALSO DEFINE A "MEMBER" AS ANY PERSON (INCLUDING A CORPORATION OR OTHER LEGAL ENTITY) WHO HAS THE RIGHT TO PARTICIPATE IN THE ORGANIZATION'S GOVERNANCE, INCLUDING ELECTING MEMBERS OF THE GOVERNING BODY. AS SUCH, IN ACCORDANCE WITH THE FORM 990 INSTRUCTIONS, 899 CHARLESTON HAD ONE SOLE MEMBER UNTIL OCTOBER 2021 (WHEN THE BYLAWS WERE AMENDED): JEWISH SENIOR LIVING GROUP. |
| FORM 990, PART VI, SECTION A, LINE 7A | JEWISH SENIOR LIVING GROUP, A CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION, HAD THE POWER TO APPOINT A MAJORITY OF THE TRUSTEES OF 899 CHARLESTON UNTIL OCTOBER 2021, WHEN THE BYLAWS WERE AMENDED TO REMOVE SUCH POWER. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED BY AN OUTSIDE TAX PREPARATION FIRM IN CONJUNCTION WITH THE ORGANIZATION'S ACCOUNTING AND FINANCE STAFF. MANAGEMENT OF THE ORGANIZATION THEN REVIEWS THE COMPLETED FORM 990 AND FOLLOWS UP WITH THE TAX PREPARATION FIRM TO ANSWER ANY UNRESOLVED QUESTIONS PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION REGULARLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. THE BOARD OF TRUSTEES REVIEWS AND DETERMINES IF ANY CONFLICTS OF INTEREST EXIST AND TAKES THE APPROPRIATE ACTION AS OUTLINED IN THE ORGANIZATION'S CONFLICT OF INTEREST POLICY, WHICH INCLUDES RECUSAL FROM ANY DECISION-MAKING PROCESS INVOLVING A CONFLICTED INDIVIDUAL. |
| FORM 990, PART VI, SECTION B, LINE 15 | DURING THE FISCAL YEAR, INDEPENDENT REPRESENTATIVES OF THE MANAGEMENT COMPANY OVERSEEING OPERATIONS OF THE ORGANIZATION REVIEWED AND APPROVED THE COMPENSATION PACKAGE FOR THE EXECUTIVE DIRECTOR AND CFO BASED ON COMPENSATION SURVEYS AND STUDIES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART VII, SECTION A, COLUMN (B): | AVERAGE HOURS PER WEEK REPORTED IN FORM 990, PART VII, SECTION A, COLUMN (B) FOR MICHAEL SKAFF AND MARY CONNICK APPEAR LOW AS THESE INDIVIDUALS DEVOTE A PORTION OF THEIR WORKING TIME TO AFFILIATED ORGANIZATIONS WHICH DO NOT MEET THE DEFINITION OF A RELATED ORGANIZATION, PER THE FORM 990 INSTRUCTIONS. |
| FORM 990, PART XI, LINE 9: | CHANGE IN BENEFICIAL INTEREST IN JHSLF -1,144,737. CHANGE IN FUTURE SERVICE BENEFIT OBLIGATION 1,115,724. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JEWISH SENIOR LIVING GROUP | |||||||||||
| 302 SILVER AVENUE | SAN FRANCISCO | CA | 94112 | 800291740 | SEE PART VII | CA | 501(C)(3) | LINE 12A, I | N/A | 0 | |
| BAY AREA JEWISH SENIOR LIFE | |||||||||||
| 302 SILVER AVENUE | SAN FRANCISCO | CA | 94112 | 455092344 | SEE PART VII | CA | 501(C)(3) | LINE 12A, I | 0 | JEWISH SENIOR LIVING GROUP | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAY AREA SENIOR HEALTH SERVICES INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 302 SILVER AVENUE | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94015 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 454293287 | EIN |
| Primary Activities | MANAGEMENT CO | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Entity Type | C | EntityTypeTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART II, COLUMN (B): | JEWISH SENIOR LIVING GROUP PRIMARY ACTIVITY: TO PROMOTE THE PROVISION OF JEWISH LIVING SERVICES, FACILITIES AND AGING SERVICES IN NORTHERN CALIFORNIA BY PROVIDING SERVICES DESIGNED TO ASSIST THE SUPPORTED CHARITIES IN THEIR OWN OPERATIONS AND ASSIST WITH DEVELOPING NEW SERVICES AND FACILITIES IN THE AFFILIATED NETWORK. |
| PART II, COLUMN (B): | BAY AREA JEWISH SENIOR LIFE PRIMARY ACTIVITY: TO ASSIST THE SUPPORTED CHARITIES IN THEIR OWN OPERATIONS AND ASSIST WITH DEVELOPING NEW SERVICES AND FACILITIES IN THE AFFILIATED NETWORK. |
| SCHEDULE R, PART II AND SCHEDULE R, PART IV: | JEWISH SENIOR LIVING GROUP, BAY AREA JEWISH SENIOR LIFE, AND BAY AREA SENIOR HEALTH SERVICES INC. WERE RELATED ORGANIZATIONS OF 899 CHARLESTON UNTIL OCTOBER 2021. |