STRATEGY STUDIO / PUBLIC DATA EXPLORER

ANNENBERG SCHOOL OF NURSING: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
ANNENBERG SCHOOL OF NURSING (EIN 20-8449705)
Tax period
2021-09-01 to 2022-08-31
Filed
2023-07-17
IRS object ID
202321989349301147
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

FieldValueIRS element (for citing)
Return2023-07-17T11:51:44-05:00ReturnTs
Tax Period End2022-08-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN910189318PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MOSS ADAMS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line121700 OXNARD ST STE 300AddressLine1Txt
CityWOODLAND HILLSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91367ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-09-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN208449705EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ANNENBERG SCHOOL OF NURSINGBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlANNEBusinessNameControlTxt
Phone8187743372PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line17150 TAMPA AVENUEAddressLine1Txt
CityRESEDACityNm
State AbbreviationCAStateAbbreviationCd
ZIP913353700ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCRYSTAL RUDITSKYPersonNm
Person TitleCFOPersonTitleTxt
Phone8187743372PhoneNum
Signature2023-07-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstCRYSTALPersonFirstNm
Person LastRUDITSKYPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLAUREN A HAVERLOCKPreparerPersonNm
PTINP00545829PTIN
Phone8185771900PhoneNum
Preparation2023-07-13PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerDALE SUROWITZPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line17150 TAMPA AVENUEAddressLine1Txt
CityRESEDACityNm
State AbbreviationCAStateAbbreviationCd
ZIP913353700ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$956,725GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.ASN.EDUWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2006FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionVOCATIONAL NURSE AND NURSE ASSISTANT EDUCATION PROGRAMSActivityOrMissionDesc
Voting Members Governing Body9VotingMembersGoverningBodyCnt
Voting Members Independent6VotingMembersIndependentCnt
Total Employee6TotalEmployeeCnt
Total Volunteers6TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$262,025PYContributionsGrantsAmt
CY Contributions Grants$367,452CYContributionsGrantsAmt
PY Program Service Revenue$665,392PYProgramServiceRevenueAmt
CY Program Service Revenue$573,094CYProgramServiceRevenueAmt
PY Investment Income$7,730PYInvestmentIncomeAmt
CY Investment Income$9,130CYInvestmentIncomeAmt
PY Other Revenue$5,556PYOtherRevenueAmt
CY Other Revenue$7,049CYOtherRevenueAmt
PY Total Revenue$940,703PYTotalRevenueAmt
CY Total Revenue$956,725CYTotalRevenueAmt
PY Grants And Similar Paid$62,000PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$38,000CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$619,761PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$624,774CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$137,533PYOtherExpensesAmt
CY Other Expenses$194,302CYOtherExpensesAmt
PY Total Expenses$819,294PYTotalExpensesAmt
CY Total Expenses$857,076CYTotalExpensesAmt
PY Revenues Less Expenses$121,409PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$99,649CYRevenuesLessExpensesAmt
Total Assets BOY$868,988TotalAssetsBOYAmt
Total Assets EOY$782,436TotalAssetsEOYAmt
Total Liabilities BOY$224,549TotalLiabilitiesBOYAmt
Total Liabilities EOY$38,348TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$644,439NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$744,088NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE ANNENBERG SCHOOL OF NURSING EDUCATES AND TRAINS WOMEN AND MEN TO BECOME QUALIFIED VOCATIONAL NURSES, NURSE ASSISTANTS AND HOME HEALTH AIDES WHO WILL, IN THE COURSE OF THEIR CAREERS, MEET THE NEEDS OF A CULTURALLY DIVERSE SOCIETY IN ITS CONTINUUM OF ILLNESS AND WELLNESS, AND TO PREPARE FOR ENTRY INTO NURSING PRACTICE.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$698,664ExpenseAmt
Grant$38,000GrantAmt
Revenue$573,094RevenueAmt
DescPROVIDE EDUCATION AND TRAINING FOR VOCATIONAL NURSES, NURSE ASSISTANTS, AND HOME HEALTH AIDES IN SUPPORT OF THE ACTIVITIES AND PROGRAMS OF THE LOS ANGELES JEWISH HOME FOR THE AGING AND SURROUNDING COMMUNITIES.Desc
Total Program Service Expenses$698,664TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School OperatingYes (1)SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee6EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members9GoverningBodyVotingMembersCnt
Independent Voting Member6IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonCRYSTAL RUDITSKYPersonNm
Phone8187743000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line17150 TAMPA AVENUEAddressLine1Txt
CityRESEDACityNm
State AbbreviationCAStateAbbreviationCd
ZIP91335ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
S STEIER
CHAIR2.000.00Yes (X)Yes (X)$0$0$0
P ROBIN
VICE CHAIR2.000.00Yes (X)Yes (X)$0$0$0
R HIRSCH
MEMBER2.002.00Yes (X)$0$0$0
G MILLMAN RN
SECRETARY2.000.00Yes (X)Yes (X)$0$0$0
J SALTZBURG
MEMBER2.000.00Yes (X)$0$0$0
A SCHNAID
MEMBER2.000.00Yes (X)$0$0$0
D SUROWITZ
CEO2.0041.00Yes (X)Yes (X)$0$727,616$22,988
A ALDERMAN
VP, HUMAN RESOURCES2.0038.00Yes (X)Yes (X)$0$216,399$12,604
C RUDITSKY
CFO/TREASURER2.0041.00Yes (X)Yes (X)$0$120,911$4,798
A KAUR
DIRECTOR OF ASN40.000.00$135,690$0$4,971Yes (X)
D COOPER
INSTRUCTOR40.000.00$115,377$0$14,243Yes (X)
G GOLDENBERG
FORMER CFO/TREASURER0.000.00$0$213,579$4,301Yes (X)
M FORREST
FORMER CEO0.0040.00$0$338,155$11,277Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$251,067TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$1,616,660TotReportableCompRltdOrgAmt
Total Other Compensation$75,182TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K2IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (1)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Government Grants$127,452GovernmentGrantsAmt
All Other Contributions$240,000AllOtherContributionsAmt
Total Contributions$367,452TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
ASN TUITION611600$342,773$342,773
FUNDING FROM RELATED O900099$230,321$230,321
FieldValueIRS element (for citing)
Total Program Service Revenue$573,094TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$9,130TotalRevenueColumnAmt
Exclusion$9,130ExclusionAmt

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$7,049TotalRevenueColumnAmt
Exclusion$7,049ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$7,049OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$956,725TotalRevenueColumnAmt
Related Or Exempt Func Income$573,094RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$16,179ExclusionAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$38,000TotalAmt
Program Services$38,000ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$525,163TotalAmt
Program Services$393,872ProgramServicesAmt
Management And General$131,291ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$17,629TotalAmt
Program Services$13,222ProgramServicesAmt
Management And General$4,407ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$43,575TotalAmt
Program Services$32,681ProgramServicesAmt
Management And General$10,894ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$38,407TotalAmt
Program Services$28,805ProgramServicesAmt
Management And General$9,602ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$39,101TotalAmt
Program Services$39,101ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$8,873TotalAmt
Program Services$6,655ProgramServicesAmt
Management And General$2,218ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$4,088TotalAmt
Program Services$4,088ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$5,082TotalAmt
Program Services$5,082ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$15,492TotalAmt
Program Services$15,492ProgramServicesAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmt
PURCHASED SERVICES$26,796$26,796
BAD DEBTS$25,242$25,242
STUDENTS MATERIAL$13,262$13,262
DUES$7,824$7,824

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$48,542TotalAmt
Program Services$48,542ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$857,076TotalAmt
Program Services$698,664ProgramServicesAmt
Management And General$158,412ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$82,954BOYAmt
EOY$160,829EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$570,000BOYAmt
EOY$570,000EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$195,788BOYAmt
EOY$25,245EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$61,131LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$34,769LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$20,187BOYAmt
EOY$26,362EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$59BOYAmt
EOY$0EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$868,988BOYAmt
EOY$782,436EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$119,564BOYAmt
EOY$38,348EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$104,985BOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$224,549BOYAmt
EOY$38,348EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY-$60,884BOYAmt
EOY-$53,596EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$705,323BOYAmt
EOY$797,684EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$644,439BOYAmt
EOY$744,088EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$868,988BOYAmt
EOY$782,436EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$99,649ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consol And Sep Basis Fincl StmtYes (X)ConsolAndSepBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit RequiredYes (1)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (1)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$705,323BeginningYearBalanceAmt
Investment Earnings Or Losses$9,130InvestmentEarningsOrLossesAmt
Other Expenditures$38,000OtherExpendituresAmt
End Year Balance$676,453EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$759,593BeginningYearBalanceAmt
Contributions$87,000ContributionsAmt
Investment Earnings Or Losses$7,730InvestmentEarningsOrLossesAmt
Other Expenditures$149,000OtherExpendituresAmt
End Year Balance$705,323EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$820,682BeginningYearBalanceAmt
Contributions$1,168ContributionsAmt
Investment Earnings Or Losses$10,080InvestmentEarningsOrLossesAmt
Other Expenditures$72,337OtherExpendituresAmt
End Year Balance$759,593EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$784,288BeginningYearBalanceAmt
Contributions$71,334ContributionsAmt
Investment Earnings Or Losses$11,060InvestmentEarningsOrLossesAmt
Other Expenditures$46,000OtherExpendituresAmt
End Year Balance$820,682EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$733,206BeginningYearBalanceAmt
Contributions$73,616ContributionsAmt
Investment Earnings Or Losses$10,966InvestmentEarningsOrLossesAmt
Other Expenditures$33,500OtherExpendituresAmt
End Year Balance$784,288EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.00000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.73910PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.26090TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgYes (1)EndowmentsHeldRelatedOrgInd
Related Org List Sch RYes (1)RelatedOrgListSchRInd

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$61,131OtherCostOrOtherBasisAmt
Depreciation$34,769DepreciationAmt
Book Value$26,362BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$26,362TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$958,774TotalRevEtcAuditedFinclStmtAmt
Revenue Not Reported$0RevenueNotReportedAmt
Revenue Subtotal$958,774RevenueSubtotalAmt
Other Revenues Not Included-$2,049OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt-$2,049RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$956,725TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$840,399TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$840,399ExpensesSubtotalAmt
Other Expenses Not Included$16,677OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$16,677ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$857,076TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:ENDOWMENT FUNDS ARE USED TO SUPPORT OPERATIONS.
PART X, LINE 2:THE ORGANIZATION IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND CORRESPONDING PROVISIONS OF THE CALIFORNIA REVENUE AND TAXATION CODE. ACCORDINGLY, THERE IS NO PROVISION FOR FEDERAL OR CALIFORNIA INCOME TAX. NO INCOME TAX PROVISION HAS BEEN RECORDED AS THE NET INCOME, IF ANY, FROM ANY UNRELATED TRADE OR BUSINESS, IN THE OPINION OF MANAGEMENT, IS NOT MATERIAL TO THE FINANCIAL STATEMENTS TAKEN AS A WHOLE. THE ORGANIZATION RECOGNIZES THE TAX BENEFIT FROM UNCERTAIN TAX POSITIONS ONLY IF IT IS MORE-LIKELY-THAN-NOT THAT THE TAX POSITIONS WILL BE SUSTAINED UPON EXAMINATION BY 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 INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS FOR THE YEAR ENDED AUGUST 31, 2022. THERE WERE NO UNCERTAIN TAX POSITIONS AS OF AUGUST 31, 2022.
PART XI, LINE 4B - OTHER ADJUSTMENTS:SCHOLARSHIPS 38,000. BOOK TO TAX ADJUSTMENTS -40,049.
PART XII, LINE 4B - OTHER ADJUSTMENTS:SCHOLARSHIPS 38,000. BOOK TO TAX ADJUSTMENTS -21,323.

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (1)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (1)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast Media0PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp RecsYes (1)MaintainRacialCompRecsInd
Maintain Scholarships RecsYes (1)MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (1)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All SolYes (1)MaintainCpyOfAllSolInd
Discriminate Race Stdnts Rghts0DiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss Plcy0DiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm Fculty0DiscriminateRaceEmplmFcultyInd
Discriminate Race Schs0DiscriminateRaceSchsInd
Discriminate Race Educ Plcy0DiscriminateRaceEducPlcyInd
Discriminate Race Use Of Fclts0DiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt Prog0DiscriminateRaceAthltProgInd
Discriminate Race Other Acty0DiscriminateRaceOtherActyInd
Government Financial Aid RcvdYes (1)GovernmentFinancialAidRcvdInd
Government Financial Aid Rvkd0GovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (1)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE E, PART I, LINE 3THE ORGANIZATION IS WORKING ON ADDING ITS NON-DISCRIMINATION POLICY TO ITS WEBSITE.
SCHEDULE E, PART I, LINE 6THE ORGANIZATION IS CERTIFIED TO PARTICIPATE IN FEDERAL STUDENT AID TITLE IV PROGRAMS OF DIRECT LOANS AND PELL GRANTS. DURING THE FISCAL YEAR ENDING AUGUST 2022, THE ORGANIZATION RECEIVED $177,670 AND $66,531 OF DIRECT LOAN AND PELL GRANT, RESPECTIVELY.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeTUITION REDUCTIONS FOR STUDENTS ATTENDING ANNENBERG SCHOOL OF NURSINGGrantTypeTxt
Recipient38RecipientCnt
Cash Grant$38,000CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationTUITION REDUCTIONS WERE GIVEN QUARTERLY TO ALL STUDENTS WHO ENROLLED IN THE LICENSE VOCATIONAL PROGRAM AT ANNENBERG SCHOOL OF NURSING AND HAD AN ACCEPTABLE GRADE IN THE IMMEDIATE PRIOR QUARTER.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
D SUROWITZ
CEO$0$727,616$0$0$0$0$0$4,618$0$18,370$0$750,604$0$0
M FORREST
FORMER CEO$0$338,155$0$0$0$0$0$9,750$0$1,527$0$349,432$0$0
A ALDERMAN
VP, HUMAN RESOURCES$0$216,399$0$0$0$0$0$6,277$0$6,327$0$229,003$0$0
G GOLDENBERG
FORMER CFO/TREASURER$0$213,579$0$0$0$0$0$0$0$4,301$0$217,880$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 3FormAndLineReferenceDesc
ExplanationCOMPENSATION FOR THE CEO WAS DETERMINED BY THE LOS ANGELES JEWISH HOMES FOR THE AGING, A RELATED ORGANIZATION, BY COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, FORM 990 OF OTHER ORGANIZATIONS, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART V, LINE 1THE ORGANIZATION USES A COMMON PAYMASTER TO SUBMIT INFORMATION RETURNS (FORM 1099) ON ITS BEHALF.
FORM 990, PART VI, SECTION A, LINE 6THE PARENT ORGANIZATION, LOS ANGELES JEWISH HOME FOR THE AGING, HAS THE RIGHT TO PARTICIPATE IN THE GOVERNANCE OF THE FILING ORGANIZATION.
FORM 990, PART VI, SECTION A, LINE 7ATHE PARENT ORGANIZATION, LOS ANGELES JEWISH HOME FOR THE AGING, HAS THE RIGHT TO APPOINT THE ANNENBERG SCHOOL OF NURSING DIRECTORS.
FORM 990, PART VI, SECTION A, LINE 7BTHE PARENT ORGANIZATION, LOS ANGELES JEWISH HOME FOR THE AGING, HAS THE RIGHT TO APPROVE CERTAIN ACTIONS TAKEN BY ANNENBERG SCHOOL OF NURSING.
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 WILL BE REVIEWED BY THE VOTING MEMBERS OF THE BOARD OF DIRECTORS PRIOR TO SUBMISSION.
FORM 990, PART VI, SECTION B, LINE 12CTHE ORGANIZATION ANNUALLY RECEIVES A SIGNED CONFLICT OF INTEREST DISCLOSURE STATEMENT FROM EACH ACTIVE BOARD MEMBER AND OFFICERS. THE DISCLOSURES ARE REVIEWED BY THE BOARD, AND IF NECESSARY, ARE FURTHER DISCUSSED UNTIL A DETERMINATION IS MADE AS TO WHETHER A CONFLICT OF INTEREST EXISTS. THE ORGANIZATION WILL TAKE APPROPRIATE ACTION, DEPENDENT ON THE OUTCOME OF THE ABOVE REFERENCED DISCUSSION, AND IF NECESSARY, THE INTERESTED PERSON WILL RECUSE THEMSELVES FROM THE DELIBERATIONS AND DECISIONS.
FORM 990, PART VI, SECTION B, LINE 15POLICY 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 19GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (8 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationIndBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
LOS ANGELES JEWISH HOME FOR THE AGING
7150 TAMPA AVERESEDACA91335953510024NURSING, RESIDENTIAL AND CLINICAL CARE FOR THE ELDERLYCA501(C)(3)LINE 7N/A0
JHA GERIATRIC SERVICES INC
7150 TAMPA AVERESEDACA91335954407317CLINICAL AND HOSPICE SERVICES FOR THE ELDERLYCA501(C)(3)LINE 100LA JEWISH HOME FOR THE AGING
EISENBERG VILLAGE OF THE LOS ANGELES JEWISH HOME FOR THE AGING
7150 TAMPA AVERESEDACA91335951691015RESIDENTIAL CARE AND SKILLED NURSING FACILITYCA501(C)(3)LINE 100LA JEWISH HOME FOR THE AGING
GRANCELL VILLAGE OF THE LOS ANGELES JEWISH HOME FOR THE AGING
7150 TAMPA AVERESEDACA91335951831045RESIDENTIAL CARE AND SKILLED NURSING FACILITYCA501(C)(3)LINE 100LA JEWISH HOME FOR THE AGING
BRANDMAN CENTERS FOR SENIOR CARE INC
7150 TAMPA AVERESEDACA91335264023159PROGRAM OF ALL-INCLUSIVE CARE FOR THE ELDERLYCA501(C)(3)LINE 100LA JEWISH HOME FOR THE AGING
JEWISH HOME FOUNDATION
7150 TAMPA AVERESEDACA91335800927200FUNDRAISINGCA501(C)(3)LINE 12A, I0LA JEWISH HOME FOR THE AGING
BRANDMAN HEALTH PLAN
7150 TAMPA AVERESEDACA91335804235030HEALTH CARE SERVICE PLANCA501(C)(4)0LA JEWISH HOME FOR THE AGING
BRANDMAN RESEARCH INSTITUTE
7150 TAMPA AVERESEDACA91335954414031GERONTOLOGICAL RESEARCHCA501(C)(3)LINE 12A, I0LA JEWISH HOME FOR THE AGING
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgYes (1)LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgYes (1)LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (1)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (1)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (1)TransferToOtherOrgInd
Transfer From Other OrgYes (1)TransferFromOtherOrgInd