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JEWISH HOME: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
JEWISH HOME (EIN 94-0545320)
Tax period
2023-07-01 to 2024-06-30
Filed
2025-05-15
IRS object ID
202531359349306323
Schema version
2023v6.0
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)
Return2025-05-15T11:04:22-05:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt

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 Line1101 SECOND STREET SUITE 900AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94105ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN940545320EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HEBREW HOME FOR AGED DISABLEDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHEBRBusinessNameControlTxt
Phone4153342500PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1302 SILVER AVENUEAddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP941121510ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCARL GERLACHPersonNm
Person TitleINTERIM CFOPersonTitleTxt
Phone4153342500PhoneNum
Signature2025-05-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL LUMSDENPreparerPersonNm
PTINP01262236PTIN
Phone4159561500PhoneNum
Preparation2025-05-14PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1SAN FRANCISCO CAMPUS FOR JEWISH LIVINGBusinessNameLine1Txt
FieldValueIRS element (for citing)
Principal OfficerADRIENNE GREEN MDPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1302 SILVER AVENUEAddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP941121510ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$117,043,372GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.SFCJL.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1871FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionWE ARE A LICENSED NURSING HOME AND LICENSED RESIDENTIAL CARE FOR THE ELDERLY FACILITY THAT PROVIDES TO SENIORS LIFE ENRICHING SERVICES THAT PROMOTE INDIVIDUAL DIGNITY, ENCOURAGE INDEPENDENCE, AND REFLECT THE SOCIAL, CULTURAL, AND SPIRITUAL VALUES OF THE JEWISH TRADITION.ActivityOrMissionDesc
Voting Members Governing Body15VotingMembersGoverningBodyCnt
Voting Members Independent15VotingMembersIndependentCnt
Total Employee1039TotalEmployeeCnt
Total Volunteers175TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,132,120PYContributionsGrantsAmt
CY Contributions Grants$2,369,445CYContributionsGrantsAmt
PY Program Service Revenue$103,050,512PYProgramServiceRevenueAmt
CY Program Service Revenue$113,701,911CYProgramServiceRevenueAmt
PY Investment Income$148,827PYInvestmentIncomeAmt
CY Investment Income$291,784CYInvestmentIncomeAmt
PY Other Revenue$1,439,093PYOtherRevenueAmt
CY Other Revenue$677,445CYOtherRevenueAmt
PY Total Revenue$105,770,552PYTotalRevenueAmt
CY Total Revenue$117,040,585CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$65,335,017PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$76,883,517CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$64,839,527PYOtherExpensesAmt
CY Other Expenses$59,725,483CYOtherExpensesAmt
PY Total Expenses$130,174,544PYTotalExpensesAmt
CY Total Expenses$136,609,000CYTotalExpensesAmt
PY Revenues Less Expenses-$24,403,992PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$19,568,415CYRevenuesLessExpensesAmt
Total Assets BOY$267,729,741TotalAssetsBOYAmt
Total Assets EOY$248,259,612TotalAssetsEOYAmt
Total Liabilities BOY$139,368,416TotalLiabilitiesBOYAmt
Total Liabilities EOY$134,843,504TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$128,361,325NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$113,416,108NetAssetsOrFundBalancesEOYAmt
MissionENRICHING THE QUALITY OF LIFE OF OLDER ADULTS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$129,673,989ExpenseAmt
Grant$0GrantAmt
Revenue$113,701,911RevenueAmt
DescTHE ORGANIZATION PROVIDES LONG-TERM CARE, SHORT-TERM REHABILITATION, AND ACUTE PSYCHIATRIC CARE SERVICES IN ITS 374 BED FACILITY. IN THE CURRENT FISCAL YEAR, THE ORGANIZATION SERVED AN AVERAGE OF 348 PATIENTS AND RESIDENTS PER DAY. THERE WERE 81 NEW ADMISSIONS FOR LONG-TERM CARE, 998 SHORT-TERM CARE PATIENTS, AND 171 PATIENTS THAT REQUIRED ACUTE PSYCH HOSPITALIZATION. THE ORGANIZATION ALSO PROVIDES ASSISTED LIVING AND MEMORY CARE IN A NEWLY CONSTRUCTED FACILITY WITH 190 UNITS. THIS FACILITY OPENED IN SEPTEMBER 2020 AND SERVED AN AVERAGE OF 130 RESIDENTS DURING THE YEAR. THE ORGANIZATION AND ITS PROGRAMS ARE HOUSED IN 5 BUILDINGS ON A 9-ACRE CAMPUS.Desc
Total Program Service Expenses$129,673,989TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
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 AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate HospitalYes (1)OperateHospitalInd
Audited Financial Stmt AttYes (1)AuditedFinancialStmtAttInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt BondsYes (1)TaxExemptBondsInd
Invest Tax Exempt Bonds0InvestTaxExemptBondsInd
Escrow Account0EscrowAccountInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan OutstandingYes (1)LoanOutstandingInd
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 EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control Ent0TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document109IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee1039EmployeeCnt
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 Members15GoverningBodyVotingMembersCnt
Independent Voting Member15IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
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 CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CARL GERLACHBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4155622650PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1302 SILVER AVENUEAddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94112ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (32 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeIndKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
MARY CONNICK
CHIEF FINANCIAL OFFICER THRU 2/202440.000.00Yes (X)$752,758$0$9,342
DANIEL RUTH
FORMER PRESIDENT & CEO0.000.00$460,393$0$0Yes (X)
ADRIENNE GREEN MD
CEO START 7/202340.000.00Yes (X)$303,944$0$8,804
PEGGY CMIEL
DIR OF NURSING & CLINICAL OPERATIONS40.000.00$264,035$0$30,129Yes (X)
STEPHEN HALL
MEDICAL DIRECTOR24.000.00$250,000$0$34,328Yes (X)
KEVIN BEUTLER
CHIEF HUMAN RESOURCES OFFICER40.000.00$272,373$0$3,683Yes (X)
MICHAEL SKAFF
CHIEF INFORMATION OFFICER THRU 2/202340.000.00$274,022$0$1,679Yes (X)
MARILYN MINERALES
LICENSED VOCATIONAL NURSE40.000.00$220,908$0$39,396Yes (X)
STACI CHANG
CHIEF MARK & BUS STRAT OFF THRU 9/202340.000.00$243,279$0$9,903Yes (X)
MARLENE VELASCO
LICENSED VOCATIONAL NURSE40.000.00$220,800$0$28,625Yes (X)
TERI GRADOS
ASSISTANT DIRECTOR OF NURSING40.000.00$219,473$0$22,744Yes (X)
EDWINA TANG
EXECUTIVE DIRECTOR, FRANK RESIDENCES40.000.00$212,906$0$10,811Yes (X)
SANDRA GUAN
REGISTERED NURSE40.000.00$215,449$0$330Yes (X)
GREGORY K BOGART
ADMINISTRATOR THRU 5/202340.000.00$122,210$0$3,893Yes (X)
DAVID CALDWELL
CHIEF FINANCIAL OFFICER START 2/202440.000.00Yes (X)$0$0$0
STEVEN FAYNE
CHAIR2.000.00Yes (X)$0$0$0Yes (X)
SOPHIE SHARP
VICE CHAIR2.000.00Yes (X)$0$0$0Yes (X)
HOWARD F FINE
VICE CHAIR2.000.00Yes (X)$0$0$0Yes (X)
JAMES A DAVIS MD
ASST SECR THRU 12/2023 / VICE CHAIR START 12/20232.000.00Yes (X)$0$0$0Yes (X)
ALEX MANN
SECRETARY THRU 12/2023 / ASST SECR START 12/20232.000.00Yes (X)$0$0$0Yes (X)
LAURA KLAPPER
SECRETARY START 12/20232.000.00Yes (X)$0$0$0Yes (X)
JASON SECORE
TREASURER THROUGH 4/2024 / TRUSTEE2.000.00Yes (X)$0$0$0Yes (X)
DAVID LOWI
TREASURER START 5/20242.000.00Yes (X)$0$0$0Yes (X)
SUE DIAMOND
TRUSTEE2.000.00$0$0$0Yes (X)
JESSICA EISLER
TRUSTEE2.000.00$0$0$0Yes (X)
RICHARD FIEDOTIN
TRUSTEE2.000.00$0$0$0Yes (X)
MATTHEW D GERSHUNY
TRUSTEE THRU 12/20232.000.00$0$0$0Yes (X)
DAVID GOLDIN
TRUSTEE2.000.00$0$0$0Yes (X)
VALERIE KREIGER JAHAN MD
TRUSTEE2.000.00$0$0$0Yes (X)
JUDITH PLAYER
TRUSTEE THRU 9/20232.000.00$0$0$0Yes (X)
BILL POMERANZ
TRUSTEE2.000.00$0$0$0Yes (X)
JEFF ZLOT
TRUSTEE2.000.00$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$4,032,550TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$203,667TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K151IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (1)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
ONR INC
8500 BLUFFSTONE COVEAUSTINTX78759PHYSICAL, OCCUPATIONAL & SPEECH THERAPY$3,734,765
HERITAGE NURSING AGENCY
704 TUOLOMNE STVALLEJOCA94590TEMPORARY STAFFING$3,260,295
ACCLAIM PROFESSIONAL HEALTHCARE LLC
4340 REDWOOD HIGHWAY A14SAN RAFAELCA94903TEMPORARY STAFFING$2,485,309
VITALIS STAFFING LLC
355 GELLERT BLVD STE 110DALY CITYCA94015TEMPORARY STAFFING$2,019,929
ALIXARX LLC
4727 W SHAW AVE 105FRESNOCA93722PHARMACY SERVICES$1,736,620
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K39CntrctRcvdGreaterThan100KCnt
Government Grants$2,369,445GovernmentGrantsAmt
Total Contributions$2,369,445TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
NET PATIENT SERV. REV.623000$113,557,574$113,557,574
OTHER OPERATING REV.623000$144,337$144,337
FieldValueIRS element (for citing)
Total Program Service Revenue$113,701,911TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$291,784TotalRevenueColumnAmt
Exclusion$291,784ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$14,869GrossSalesOfInventoryAmt
Cost Of Goods Sold$2,787CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$12,082TotalRevenueColumnAmt
Exclusion$12,082ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmt
JHSLF SERVICE REVENUE541900$320,000$320,000
PARKING/GARAGE REV812930$186,702$186,702
CAFETERIA/GUEST MEALS722514$139,908$139,908

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$18,753TotalRevenueColumnAmt
Exclusion$18,753ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$665,363OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$117,040,585TotalRevenueColumnAmt
Related Or Exempt Func Income$113,701,911RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$969,229ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$2,184,891TotalAmt
Program Services$1,980,245ProgramServicesAmt
Management And General$204,646ManagementAndGeneralAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$82,979TotalAmt
Program Services$82,979ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$58,848,047TotalAmt
Program Services$58,730,305ProgramServicesAmt
Management And General$117,742ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$1,457,833TotalAmt
Program Services$1,287,749ProgramServicesAmt
Management And General$170,084ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$9,833,431TotalAmt
Program Services$8,698,125ProgramServicesAmt
Management And General$1,135,306ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$4,476,336TotalAmt
Program Services$3,960,294ProgramServicesAmt
Management And General$516,042ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$377,655TotalAmt
Program Services$15,462ProgramServicesAmt
Management And General$362,193ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$149,498TotalAmt
Management And General$149,498ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$18,887,210TotalAmt
Program Services$16,654,016ProgramServicesAmt
Management And General$2,233,194ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$468,025TotalAmt
Program Services$173,639ProgramServicesAmt
Management And General$294,386ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$696,396TotalAmt
Program Services$610,213ProgramServicesAmt
Management And General$86,183ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$600,595TotalAmt
Program Services$8,865ProgramServicesAmt
Management And General$591,730ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$3,453,815TotalAmt
Program Services$3,207,954ProgramServicesAmt
Management And General$245,861ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$64,554TotalAmt
Program Services$52,528ProgramServicesAmt
Management And General$12,026ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$47,057TotalAmt
Program Services$41,114ProgramServicesAmt
Management And General$5,943ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$5,087,110TotalAmt
Program Services$5,087,110ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$16,425,371TotalAmt
Program Services$16,425,371ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$2,020,766TotalAmt
Program Services$2,020,766ProgramServicesAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
MEDICAL SUPPLIES$4,442,657$4,442,657
FOOD$3,009,320$2,986,583$22,737
EQUIPMENT & MAINTENANCE$1,791,798$1,464,494$327,304
LICENSES AND FEES$718,329$705,281$13,048

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$1,485,327TotalAmt
Program Services$1,038,239ProgramServicesAmt
Management And General$447,088ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$136,609,000TotalAmt
Program Services$129,673,989ProgramServicesAmt
Management And General$6,935,011ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$38,842BOYAmt
EOY$16,292EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$16,933,373BOYAmt
EOY$12,826,099EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$16,500,814BOYAmt
EOY$19,047,294EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$800,000BOYAmt
EOY$800,000EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$188,322BOYAmt
EOY$197,476EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$889,391BOYAmt
EOY$1,227,181EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$294,042,223LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$109,093,615LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$197,400,272BOYAmt
EOY$184,948,608EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$34,978,727BOYAmt
EOY$29,196,662EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$267,729,741BOYAmt
EOY$248,259,612EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$15,170,730BOYAmt
EOY$13,843,873EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$57,484BOYAmt
EOY$59,420EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$113,658,161BOYAmt
EOY$111,313,029EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$3,615,826BOYAmt
EOY$3,146,136EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$6,866,215BOYAmt
EOY$6,481,046EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$139,368,416BOYAmt
EOY$134,843,504EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$112,995,487BOYAmt
EOY$98,857,549EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$15,365,838BOYAmt
EOY$14,558,559EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$128,361,325BOYAmt
EOY$113,416,108EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$267,729,741BOYAmt
EOY$248,259,612EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$19,568,415ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$176NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$4,623,022OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
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)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,637,780CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$24,534,334CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,568,277CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,132,120CurrentTaxYearMinus1YearAmt
Current Tax Year$2,369,445CurrentTaxYearAmt
Total$34,241,956TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$73,258,556CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$76,455,771CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$90,364,519CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$103,050,512CurrentTaxYearMinus1YearAmt
Current Tax Year$113,701,911CurrentTaxYearAmt
Total$456,831,269TotalAmt

Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$112,992CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$105,131CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$108,479CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$70,356CurrentTaxYearMinus1YearAmt
Current Tax Year$14,869CurrentTaxYearAmt
Total$411,827TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$77,009,328CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$101,095,236CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$93,041,275CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$104,252,988CurrentTaxYearMinus1YearAmt
Current Tax Year$116,086,225CurrentTaxYearAmt
Total$491,485,052TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$491,485,052PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$86,687CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$121,552CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$144,485CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$184,746CurrentTaxYearMinus1YearAmt
Current Tax Year$291,784CurrentTaxYearAmt
Total$829,254TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$86,687CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$121,552CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$144,485CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$184,746CurrentTaxYearMinus1YearAmt
Current Tax Year$291,784CurrentTaxYearAmt
Total$829,254TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,347,957CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$514,994CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$113,186CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,412,564CurrentTaxYearMinus1YearAmt
Current Tax Year$665,363CurrentTaxYearAmt
Total$4,054,064TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$78,443,972CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$101,731,782CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$93,298,946CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$105,850,298CurrentTaxYearMinus1YearAmt
Current Tax Year$117,043,372CurrentTaxYearAmt
Total$496,368,370TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.99020PublicSupportCY509Pct
Investment Income CY0.00170InvestmentIncomeCYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME:FormAndLineReferenceDesc
ExplanationOTHER REVENUE - 2019 AMOUNT: $ 1,347,957. 2020 AMOUNT: $ 514,994. 2021 AMOUNT: $ 113,186. 2022 AMOUNT: $ 1,412,564. 2023 AMOUNT: $ 665,363.ExplanationTxt

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 C IRS990ScheduleC

FieldValueIRS element (for citing)
Volunteers0VolunteersInd
Paid Staff Or Management0PaidStaffOrManagementInd
Media Advertisements0MediaAdvertisementsInd
Mailings Members0MailingsMembersInd
Publications Or Broadcast0PublicationsOrBroadcastInd
Grants Other Organizations0GrantsOtherOrganizationsInd
Direct Contact Legislators0DirectContactLegislatorsInd
Rallies Demonstrations0RalliesDemonstrationsInd
Other ActivitiesYes (1)OtherActivitiesInd
Other Activities$14,009OtherActivitiesAmt
Total Lobbying Expenditures$14,009TotalLobbyingExpendituresAmt
Not Described Section501c30NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART II-B, LINE 1:FormAndLineReferenceDesc
ExplanationTHE ORGANIZATION PAYS DUES TO: (I) THE CALIFORNIA HOSPITAL ASSOCIATION/HOSPITAL COUNCIL NORTHERN AND CENTRAL CALIFORNIA; (II) LEADING AGE CALIFORNIA; AND (III) LEADING AGE NATIONAL. A PORTION OF THOSE DUES HAVE BEEN INDICATED AS UTILIZED FOR LOBBYING ACTIVITIES RELATED TO THE PROMOTION OF SENIOR CARE INITIATIVES.ExplanationTxt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$11,242,437BeginningYearBalanceAmt
Investment Earnings Or Losses$855,553InvestmentEarningsOrLossesAmt
Other Expenditures$612,241OtherExpendituresAmt
End Year Balance$11,485,749EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$15,956,069BeginningYearBalanceAmt
Investment Earnings Or Losses$377,423InvestmentEarningsOrLossesAmt
Other Expenditures$5,091,055OtherExpendituresAmt
End Year Balance$11,242,437EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$18,535,446BeginningYearBalanceAmt
Investment Earnings Or Losses-$2,579,377InvestmentEarningsOrLossesAmt
End Year Balance$15,956,069EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$15,617,661BeginningYearBalanceAmt
Investment Earnings Or Losses$2,917,785InvestmentEarningsOrLossesAmt
End Year Balance$18,535,446EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$14,761,999BeginningYearBalanceAmt
Investment Earnings Or Losses$855,662InvestmentEarningsOrLossesAmt
End Year Balance$15,617,661EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.00000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.66387PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.33613TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (1)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$90,849OtherCostOrOtherBasisAmt
Book Value$90,849BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$250,253,408OtherCostOrOtherBasisAmt
Depreciation$89,132,161DepreciationAmt
Book Value$161,121,247BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$27,896,555OtherCostOrOtherBasisAmt
Depreciation$13,989,708DepreciationAmt
Book Value$13,906,847BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$15,801,411OtherCostOrOtherBasisAmt
Depreciation$5,971,746DepreciationAmt
Book Value$9,829,665BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$184,948,608TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (8 entries)

DescDescBook ValueBookValueAmt
BENEFICIAL INTEREST IN JHSLF$12,095,249
SPLIT INTEREST AGREEMENTS$896,331
INTEREST IN NET ASSETS OF JHSLF$3,535,773
DUE FROM AFFILIATED ORGANIZATIONS$2,413,975
UNSPENT BOND PROCEEDS HELD BY TRUSTEE$7,109,373
WORKERS COMP DEPOSITS$2,549,000
RESIDENT TRUST FUNDS$124,192
INVESTMENTS HELD FOR 457 PLAN$472,769
FieldValueIRS element (for citing)
Total Book Value Other Assets$29,196,662TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
DEPOSITS$120,777
AFFILIATED ORGANIZATION LOANS PAYABLE$5,887,500
DEFERRED COMPENSATION PAYABLE$472,769
FieldValueIRS element (for citing)
Total Liability$6,481,046TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$121,666,570TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$176NetUnrealizedGainsInvstAmt
Other Revenue$4,623,022OtherRevenueAmt
Revenue Not Reported$4,623,198RevenueNotReportedAmt
Revenue Subtotal$117,043,372RevenueSubtotalAmt
Other Revenues Not Included-$2,787OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt-$2,787RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$117,040,585TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$136,611,787TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$2,787OtherExpensesIncludedAmt
Expenses Not Reported$2,787ExpensesNotReportedAmt
Expenses Subtotal$136,609,000ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$136,609,000TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:THE ORGANIZATION'S ENDOWMENT ASSETS CONSISTS OF FUNDS ESTABLISHED TO GENERATE OPERATING SUPPORT FOR THE ORGANIZATION.
PART X, LINE 2:THE ORGANIZATION IS A TAX-EXEMPT ORGANIZATION AND IS RECOGNIZED AS SUCH BY THE INTERNAL REVENUE SERVICE (IRS) UNDER SECTION 501(C)(3) AND BY THE FRANCHISE TAX BOARD UNDER SECTION 23701(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE. THE ORGANIZATION FOLLOWS THE U.S. GAAP ACCOUNTING STANDARD REGARDING ACCOUNTING FOR UNCERTAIN TAX POSITIONS. THIS ACCOUNTING STANDARD PROVIDES DETAILED GUIDANCE FOR FINANCIAL STATEMENT RECOGNITION, MEASUREMENT, AND DISCLOSURE OF UNCERTAIN TAX POSITIONS RECOGNIZED IN THE ORGANIZATION'S FINANCIAL STATEMENTS. THE STANDARD REQUIRES AN ENTITY TO RECOGNIZE THE FINANCIAL STATEMENT IMPACT OF A TAX POSITION WHEN IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL NOT BE SUSTAINED UPON EXAMINATION. THE ORGANIZATION HAS REVIEWED ITS TAX POSITIONS FOR ALL OPEN 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 VALUE OF SPLIT INTEREST AGREEMENTS 2,806. CHANGE IN BENEFICIAL INTEREST IN JEWISH HOME & SENIOR LIVING FOUNDATION 968,944. CHANGE IN INTEREST IN NET ASSETS OF JEWISH HOME & SENIOR LIVING FOUNDATION 3,651,272.
PART XI, LINE 4B - OTHER ADJUSTMENTS:COST OF GOODS SOLD -2,787.
PART XII, LINE 2D - OTHER ADJUSTMENTS:COST OF GOODS SOLD 2,787.

Schedule H IRS990ScheduleH

FieldValueIRS element (for citing)
Financial Assistance PolicyYes (1)FinancialAssistancePolicyInd
Written PolicyYes (1)WrittenPolicyInd
All Hospitals PolicyYes (X)AllHospitalsPolicyInd
FPG Reference Free CareYes (1)FPGReferenceFreeCareInd
Percent100Yes (X)Percent100Ind
FPG Reference Discounted CareYes (1)FPGReferenceDiscountedCareInd
Percent350Yes (X)Percent350Ind
Free Care Medically IndigentYes (1)FreeCareMedicallyIndigentInd
Financial Assistance Budget0FinancialAssistanceBudgetInd
Annual Community Bnft ReportYes (1)AnnualCommunityBnftReportInd
Report Publically AvailableYes (1)ReportPublicallyAvailableInd

Unreimbursed Costs UnreimbursedCostsGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$67,517,392TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$61,521,334DirectOffsettingRevenueAmt
Net Community Benefit Expns$5,996,058NetCommunityBenefitExpnsAmt
Total Expense0.04390TotalExpensePct

Total Financial Assistance Typ TotalFinancialAssistanceTyp

FieldValueIRS element (for citing)
Total Community Benefit Expns$67,517,392TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$61,521,334DirectOffsettingRevenueAmt
Net Community Benefit Expns$5,996,058NetCommunityBenefitExpnsAmt
Total Expense0.04390TotalExpensePct

Total Community Benefits TotalCommunityBenefitsGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$67,517,392TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$61,521,334DirectOffsettingRevenueAmt
Net Community Benefit Expns$5,996,058NetCommunityBenefitExpnsAmt
Total Expense0.04390TotalExpensePct
FieldValueIRS element (for citing)
Bad Debt Expense ReportedYes (1)BadDebtExpenseReportedInd
Bad Debt Expense$1,256,362BadDebtExpenseAmt
Bad Debt Expense Attributable$0BadDebtExpenseAttributableAmt
Reimbursed By Medicare$17,944,721ReimbursedByMedicareAmt
Cost Of Care Reimbursed By Medcr$16,633,071CostOfCareReimbursedByMedcrAmt
Medicare Surplus Or Shortfall$1,311,650MedicareSurplusOrShortfallAmt

Costing Methodology Used CostingMethodologyUsedGrp

FieldValueIRS element (for citing)
Cost To Charge RatioYes (X)CostToChargeRatioInd
FieldValueIRS element (for citing)
Written Debt Collection PolicyYes (1)WrittenDebtCollectionPolicyInd
Financial Assistance PrvsnYes (1)FinancialAssistancePrvsnInd
Hospital Facilities1HospitalFacilitiesCnt

Hospital Facilities HospitalFacilitiesGrp

FieldValueIRS element (for citing)
Facility1FacilityNum

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JEWISH HOME & REHAB CENTERBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1302 SILVER AVENUEAddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94112ZIPCd
FieldValueIRS element (for citing)
Website AddressWWW.SFCJL.ORGWebsiteAddressTxt
State License106380842StateLicenseNum
Licensed HospitalYes (X)LicensedHospitalInd
OtherACUTE PSYCHIATRIC HOSPITALOtherDesc

Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp

Hospital Facility Name HospitalFacilityName

FieldValueIRS element (for citing)
Business Name Line1HEBREW HOME FOR AGED DISABLEDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Facility1FacilityNum
First Licensed CY Or PY0FirstLicensedCYOrPYInd
Tax Exempt Hospital CY Or PY0TaxExemptHospitalCYOrPYInd
CHNA ConductedYes (1)CHNAConductedInd
Community DefinitionYes (X)CommunityDefinitionInd
Community DemographicsYes (X)CommunityDemographicsInd
Existing ResourcesYes (X)ExistingResourcesInd
How Data ObtainedYes (X)HowDataObtainedInd
Community Health NeedsYes (X)CommunityHealthNeedsInd
Other Health IssuesYes (X)OtherHealthIssuesInd
Community Hlth Needs Id ProcessYes (X)CommunityHlthNeedsIdProcessInd
Consulting ProcessYes (X)ConsultingProcessInd
Prior CHNA ImpactYes (X)PriorCHNAImpactInd
CHNA Conducted21CHNAConductedYr
Take Into Account Others InputYes (1)TakeIntoAccountOthersInputInd
CHNA Conducted With Other FcltsYes (1)CHNAConductedWithOtherFcltsInd
CHNA Conducted With Non FcltsYes (1)CHNAConductedWithNonFcltsInd
CHNA Report Widely AvailableYes (1)CHNAReportWidelyAvailableInd
Rpt Available On Own WebsiteYes (X)RptAvailableOnOwnWebsiteInd
Own Website URLHTTPS://SFCJL.ORG/ABOUT-COMMUNITY-BENEFIT.HTMOwnWebsiteURLTxt
Paper Copy Public InspectionYes (X)PaperCopyPublicInspectionInd
Implementation Strategy AdoptYes (1)ImplementationStrategyAdoptInd
Implementation Strategy Adpt21ImplementationStrategyAdptYr
Strategy Posted WebsiteYes (1)StrategyPostedWebsiteInd
Strategy Website URLHTTPS://SFCJL.ORG/ABOUT-COMMUNITY-BENEFIT.HTMStrategyWebsiteURLTxt
Organization Incur Excise Tax0OrganizationIncurExciseTaxInd
Elig Criteria ExplainedYes (1)EligCriteriaExplainedInd
FPG Family Incm Lmt Free DscntYes (X)FPGFamilyIncmLmtFreeDscntInd
FPG Family Incm Lmt Free Care100.000000000000FPGFamilyIncmLmtFreeCarePct
FPG Family Incm Lmt Dscnt Care350.000000000000FPGFamilyIncmLmtDscntCarePct
Income Level CriteriaYes (X)IncomeLevelCriteriaInd
Asset Level CriteriaYes (X)AssetLevelCriteriaInd
Medical Indigency CriteriaYes (X)MedicalIndigencyCriteriaInd
Insurance Status CriteriaYes (X)InsuranceStatusCriteriaInd
Underinsurance Stat CriteriaYes (X)UnderinsuranceStatCriteriaInd
Explained BasisYes (1)ExplainedBasisInd
App Financial Asst ExplnYes (1)AppFinancialAsstExplnInd
Described InfoYes (X)DescribedInfoInd
Described Suprt DocYes (X)DescribedSuprtDocInd
Provided Hospital ContactYes (X)ProvidedHospitalContactInd
Includes Publicity MeasuresYes (1)IncludesPublicityMeasuresInd
FAP Available On WebsiteYes (X)FAPAvailableOnWebsiteInd
FAP Available On Website URLHTTPS://SFCJL.ORG/ABOUT-CHARITABLE.HTMFAPAvailableOnWebsiteURLTxt
FAP App Available On WebsiteYes (X)FAPAppAvailableOnWebsiteInd
FAP App Available On Website URLHTTPS://SFCJL.ORG/ABOUT-CHARITABLE.HTMFAPAppAvailableOnWebsiteURLTxt
FAP Summary On WebsiteYes (X)FAPSummaryOnWebsiteInd
FAP Summary On Website URLHTTPS://SFCJL.ORG/ABOUT-CHARITABLE.HTMFAPSummaryOnWebsiteURLTxt
FAP Avlbl On Request No ChargeYes (X)FAPAvlblOnRequestNoChargeInd
FAP App Avlbl On Request No ChrgYes (X)FAPAppAvlblOnRequestNoChrgInd
FAP Sum Avlbl On Request No ChrgYes (X)FAPSumAvlblOnRequestNoChrgInd
Notified FAP Copy Bill DisplayYes (X)NotifiedFAPCopyBillDisplayInd
Communtity Notified FAPYes (X)CommuntityNotifiedFAPInd
FAP Actions On NonpaymentYes (1)FAPActionsOnNonpaymentInd
Permit No ActionsYes (X)PermitNoActionsInd
Collection Activities0CollectionActivitiesInd
Provided Written NoticeYes (X)ProvidedWrittenNoticeInd
Made Effort Orally NotifyYes (X)MadeEffortOrallyNotifyInd
Processed FAP ApplicationYes (X)ProcessedFAPApplicationInd
Made Presumptive Elig DetermYes (X)MadePresumptiveEligDetermInd
Nondis Emergency Care PolicyYes (1)NondisEmergencyCarePolicyInd
Prospective Medicare MedicaidYes (X)ProspectiveMedicareMedicaidInd
Amounts Generally Billed0AmountsGenerallyBilledInd
Gross Charges0GrossChargesInd

Supplemental Information SupplementalInformationGrp (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
HEBREW HOME FOR AGED DISABLEDPART V, SECTION B, LINE 5: NUMEROUS INSTITUTIONS AND COMMUNITY GROUPS HAVE A STAKE IN THE HEALTH OF SAN FRANCISCO'S POPULATIONS. MANY OF THESE STAKEHOLDERS HAVE COME TOGETHER UNDER THE UMBRELLA OF SFHIP, WHOSE CHNA SERVES AS THE FOUNDATION FOR SAN FRANCISCO'S NONPROFIT HOSPITAL CHNAS. TO SUPPLEMENT THE SFHIP CHNA, SFCJL IMPLEMENTED THE FOLLOWING METHODS IN JUNE 2019 AND AGAIN IN JUNE 2022:(I) REVIEW OF THE LITERATURE PERTAINING TO OLDER ADULTS WITH PSYCHIATRIC DISORDERS: SEVERAL PUBLISHED BOOKS AND JOURNAL ARTICLES, AS WELL AS NEWS ARTICLES, SERVED AS SOURCES FOR IDENTIFYING POPULATION NEEDS.(II) KEY INFORMANT INTERVIEWS WITH EXPERTS: IT WAS NOT FEASIBLE FOR SFCJL TO GATHER DIRECT INPUT FROM PATIENTS DUE TO THE CHALLENGES INHERENT IN CONDUCTING INTERVIEWS OR FOCUS GROUPS WITH PATIENTS WITH ACUTE MENTAL HEALTH DISORDERS, INCLUDING PATIENT ABILITY TO PROVIDE INFORMED CONSENT AND BE SUFFICIENTLY STABLE, BOTH MEDICALLY AND PSYCHIATRICALLY, TO PARTICIPATE. (OF NOTE, IN 2019, SFCJL WAS CONSIDERING CREATIVE METHODS FOR COLLECTING INPUT DIRECTLY FROM PATIENTS AND COMMUNITY MEMBERS AND HAD HOPED TO INCORPORATE THE DIRECT COMMUNITY VOICE IN THE 2022 CHNA. IN EARLY 2020, THE COVID-19 PANDEMIC FORCED SFCJL TO POSTPONE THESE PLANS. SFCJL HOPES TO BE ABLE TO RECONSIDER DIRECT INPUT FROM PATIENTS AND COMMUNITY FOR OUR NEXT CHNA). IN LIEU OF PATIENT INPUT, WE CONDUCTED KEY INFORMANT INTERVIEWS WITH FIVE EXPERTS IN JUNE 2022 TO REVIEW AND CONFIRM THE PRIORITY HEALTH NEEDS. THESE KEY INFORMANTS INCLUDED FOUR EXPERTS FROM SFCJL AS WELL AS THE MEDICAL DIRECTOR OF ANOTHER ADULT PSYCHIATRIC HOSPITAL CLINIC IN SAN FRANCISCO. COLLECTIVELY, THE INTERVIEWS PARTICIPANTS HAVE EXTENSIVE EXPERIENCE AND A LONG HISTORY OF SERVING OLDER ADULTS WITH MENTAL HEALTH DISORDERS ACROSS THE SOCIOECONOMIC SPECTRUM, INCLUDING PEOPLE OF ALL GENDERS AND RACIAL/ETHNIC BACKGROUNDS. DATA FROM THESE INTERVIEWS WAS ANALYZED USING BASIC THEMATIC ANALYSIS TECHNIQUES.
HEBREW HOME FOR AGED DISABLEDPART V, SECTION B, LINE 6A: THE CITY AND COUNTY OF SAN FRANCISCO'S CHNA, AS CONDUCTED BY THE HEALTH DEPARTMENT AND OVERSEEN BY THE SAN FRANCISCO HEALTH IMPROVEMENT PARTNERSHIP (SFHIP), IS A MULTISECTOR COLLABORATION THAT INCLUDES CHINESE HOSPITAL ASSOCIATION, SAINT FRANCIS MEMORIAL HOSPITAL, ST. MARY'S MEDICAL CENTER, KAISER PERMANENTE, SUTTER HEALTH, AND UCSF HEALTH. THIS CHNA SERVES AS THE COMMON BASIS FOR ALL SAN FRANCISCO'S HOSPITAL CHNAS, INCLUDING SFCJL'S.
HEBREW HOME FOR AGED DISABLEDPART V, SECTION B, LINE 6B: OTHER NON-HOSPITAL FACILITIES WHO COLLABORATED WITH SFHIP IN DEVELOPING THE MOST RECENT CHNA INCLUDE THE HOSPITAL COUNCIL OF NORTHERN AND CENTRAL CALIFORNIA, SAN FRANCISCO DEPARTMENT OF PUBLIC HEALTH, UNIVERSITY OF CALIFORNIA SAN FRANCISCO, SAN FRANCISCO UNIFIED SCHOOL DISTRICT, AFRICAN AMERICAN COMMUNITY HEALTH EQUITY COUNCIL, ASIAN & PACIFIC ISLANDER HEALTH PARITY COALITION, CHICANO/LATINO/INDIGENA HEALTH EQUITY COALITION, SAN FRANCISCO COMMUNITY CLINIC CONSORTIUM, SAN FRANCISCO INTERFAITH COUNCIL, AS WELL AS VARIOUS FUNDERS, THE BUSINESS SECTOR, THE MAYOR'S OFFICE, AND OTHER KEY STAKEHOLDERS.
HEBREW HOME FOR AGED DISABLEDPART V, SECTION B, LINE 11: THE PRIORITIZED HEALTH NEEDS IDENTIFIED IN THE 2022 CHNA INCLUDE:1) ACCESS TO COORDINATED, CULTURALLY, AND LINGUISTICALLY APPROPRIATE CARE AND SERVICES2) FOOD SECURITY, HEALTHY EATING, AND ACTIVE LIVING3) HOUSING SECURITY AND AN END TO HOMELESSNESS4) SAFETY FROM VIOLENCE AND TRAUMA5) SOCIAL, EMOTIONAL, AND BEHAVIORAL HEALTHTO ADDRESS THE HEALTH NEED OF "ACCESS TO COORDINATED, CULTURALLY, AND LINGUISTICALLY APPROPRIATE CARE AND SERVICES", SFCJL HAS A GOAL OF TRAINING SIX GERIATRIC PSYCHIATRY STUDENTS IN ORDER TO PROVIDE MORE PSYCHIATRIC RESOURCES IN NORTHERN CALIFORNIA. ACTIVITIES UNDERTAKEN TO ASSIST IN ACHIEVING THIS OUTCOME INCLUDE: THE HOLDING OF DIDACTIC LECTURES AND DISCUSSIONS ON RELEVANT PATIENT DIAGNOSES, TREATMENTS, AND MEDICATIONS (THERE WERE 2 LECTURES HELD BETWEEN JULY 2023 JUNE 2024); UTILIZING INTERNS THROUGHOUT ITS OPERATIONS (THERE WERE 4 FELLOWS BETWEEN 2023 - 2024); AND HOLDING CLINICAL REVIEWS OF PATIENTS WITH GERIATRIC PSYCHIATRISTS (THERE WAS AN AVERAGE OF 20 PATIENT REVIEWS CONDUCTED BETWEEN 2023 - 2024). IN ORDER TO CONTINUE TO ACHIEVE ITS GOALS IN THIS AREA OF INCREASING PSYCHIATRIC RESOURCES IN NORTHERN CALIFORNIA, SFCJL WILL CONTINUE TO DEVOTE STAFF TIME TO COORDINATE THE PROGRAM, PHYSICIAN TIME FOR CLASSROOM EDUCATION, AND PHYSICIAN TIME FOR ON THE FLOOR TRAINING WITH PATIENTS. ADDITIONALLY, TO ADDRESS THE HEALTH NEED OF "ACCESS TO COORDINATED, CULTURALLY, AND LINGUISTICALLY APPROPRIATE CARE AND SERVICES", SFCJL HAS DEVELOPED AND IMPLEMENTED A STUDENT NURSE INTERNSHIP PROGRAM TO TRAIN THREE NURSES BY JUNE 30, 2025. DURING FY2024, SFCJL HAS: REVIEWED AND REVISED THE INTERNSHIP PROGRAM OUTLINE BY DEVELOPING NURSING CORE COMPETENCIES; EDUCATED HOSPITAL NURSES IN THE FORMALIZED PRECEPTOR PROGRAM THROUGH THE JEWISH HOME NURSING EDUCATION DEPARTMENT; AND DONE OUTREACH TO USF AND SFSU FOR POSSIBLE NURSE INTERNS. THROUGH THESE EFFORTS, ITS ANTICIPATED THAT SFCJL WILL INCREASE THOSE WORKING THE FIELD OF GERIATRIC PSYCHIATRY.ADDITIONALLY, TO ADDRESS THE HEALTH NEED OF "ACCESS TO COORDINATED, CULTURALLY, AND LINGUISTICALLY APPROPRIATE CARE AND SERVICES", SFCJL WILL ENGAGE WITH FIVE COMMUNITY ORGANIZATIONS TO PROVIDE TEN COMMUNITY OUTREACH ACTIVITIES IN ORDER TO DISPEL STIGMA ASSOCIATED WITH PSYCHIATRIC NEED. DURING FY2024, SFCJL: CONTINUED TO RESEARCH COMMUNITY OUTREACH PROGRAMS/EVENTS FOR THE SENIOR COMMUNITY (OUTREACH WAS MADE TO 5 ASSISTED LIVING FACILITIES TO IDENTIFY COMMUNITY NEEDS); UPDATED THE OUTREACH PLAN TO PRESENT AT PUBLIC EVENTS; AND HOSTED 2 EDUCATIONAL PRESENTATIONS TO 100+ MEMBER AUDIENCES. THROUGH THESE EFFORTS, SFCJL ENHANCED RELATIONSHIPS WITH COMMUNITY ORGANIZATIONS SERVING SENIORS AND/OR THEIR CAREGIVERS, AND INCREASED THE AVAILABILITY OF INFORMATION TO HELP DISPEL STIGMA ASSOCIATED WITH PSYCHIATRIC NEED; ADDITIONALLY, SFCJL WILL EDUCATE SENIORS ON IDENTIFYING AND COPING WITH PSYCHIATRIC ISSUES PREVALENT IN SENIORS.LASTLY, TO ADDRESS THE HEALTH NEED OF "ACCESS TO COORDINATED, CULTURALLY, AND LINGUISTICALLY APPROPRIATE CARE AND SERVICES", SFCJL WILL EXPAND CURRENT TRAINING OPTIONS FOR TWO SOCIAL WORKERS AND TWO RECREATIONAL THERAPISTS TRAINED IN CARING FOR OLDER PSYCHIATRIC PATIENTS IN ORDER TO INCREASE SERVICES FOR THESE PATIENTS. DURING FY2024, SFCJL: CONTINUED PROGRAM PROMOTION AND OUTREACH THROUGH CLASSROOM TRAINING, RESULTING IN 1 RECREATIONAL THERAPIST INTERN IN 2023 AND 1 SOCIAL WORKER INTERN IN 2023; AND PROVIDED CLINICAL TRAINING TO 2 INTERNS AND 4 STUDENTS.THE HEALTH NEEDS OF: FOOD SECURITY, HEALTHY EATING, AND ACTIVE LIVING; HOUSING SECURITY AND AN END TO HOMELESS; SAFETY FROM VIOLENCE AND TRAUMA; AND SOCIAL, EMOTIONAL, AND BEHAVIORAL HEALTH ARE NOT BEING ADDRESSED IN SFCJL'S IMPLEMENTATION STRATEGY DUE TO LIMITED RESOURCES/EXPERTISE.
HEBREW HOME FOR AGED DISABLEDPART V, SECTION B, LINE 13B: MEDICAID/MEDICARE, STATE REGULATION
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Supplemental Information Detail SupplementalInformationDetail (11 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 7:A COST TO CHARGE RATIO, AS DETERMINED BY WORKSHEET 2 OF THE SCHEDULE H INSTRUCTIONS, WAS USED TO CALCULATE THE AMOUNTS REPORTED ON LINE 7C.THE INFORMATION PRESENT ON SCHEDULE H, PART I, LINE 7 DOES ENCOMPASS MANY "NON-HOSPITAL" ACTIVITIES OF THE ORGANIZATION, SUCH AS ITS SKILLED-NURSING FACILITY.
PART I, LN 7 COL(F):BAD DEBT EXPENSE IS REPORTED AS A NET ADJUSTMENT TO PATIENT CHARGES AND THEREFORE, IS NOT INCLUDED AS A PART OF TOTAL EXPENSES FROM FORM 990, PART IX, LINE 25, COLUMN A.
PART III, LINE 2:UNCOLLECTED RESIDENT ACCOUNTS ARE ANALYZED BASED ON STANDARD PROCEDURES FOR ALL RESIDENT ACCOUNTS. MANAGEMENT REGULARLY REVIEWS DATA ABOUT THESE MAJOR PAYOR SOURCES OF REVENUE IN EVALUATING THE SUFFICIENCY OF THE ALLOWANCE FOR DOUBTFUL ACCOUNTS. FOR RECEIVABLES ASSOCIATED WITH SERVICES PROVIDED TO PATIENTS WHO HAVE THIRD-PARTY COVERAGE, THE ORGANIZATION ANALYZES CONTRACTUALLY DUE AMOUNTS AND PROVIDES AN ALLOWANCE FOR DOUBTFUL ACCOUNTS AND A PROVISION FOR BAD DEBTS, IF NECESSARY (FOR EXAMPLE, FOR EXPECTED UNCOLLECTIBLE DEDUCTIBLES AND COPAYMENTS ON ACCOUNTS FOR WHICH THE THIRD-PARTY PAYOR HAS NOT YET PAID, OR FOR PAYORS WHO ARE KNOWN TO BE HAVING FINANCIAL DIFFICULTIES THAT MAKE THE REALIZATION OF AMOUNTS DUE UNLIKELY).FOR RECEIVABLES ASSOCIATED WITH SELF-PAY PATIENTS (WHICH INCLUDES BOTH PATIENTS WITHOUT INSURANCE AND PATIENTS WITH DEDUCTIBLE AND COPAYMENT BALANCES DUE FOR WHICH THIRD-PARTY COVERAGE EXISTS FOR PART OF THE BILL), THE ORGANIZATION RECORDS A SIGNIFICANT PROVISION FOR BAD DEBTS IN THE PERIOD OF SERVICE ON THE BASIS OF ITS PAST EXPERIENCE, WHICH INDICATES THAT MANY PATIENTS ARE UNABLE OR UNWILLING TO PAY THE PORTION OF THEIR BILL FOR WHICH THEY ARE FINANCIALLY RESPONSIBLE. THE DIFFERENCE BETWEEN THE STANDARD RATES (OR THE DISCOUNTED RATES, IF NEGOTIATED) AND THE AMOUNTS ACTUALLY COLLECTED AFTER ALL REASONABLE COLLECTION EFFORTS HAVE BEEN EXHAUSTED IS CHARGED OFF AGAINST THE ALLOWANCE FOR DOUBTFUL ACCOUNTS.FOR UNINSURED PATIENTS THAT DO NOT QUALIFY FOR CHARITY CARE, THE ORGANIZATION RECOGNIZES REVENUE ON THE BASIS OF ITS STANDARD RATES FOR SERVICES PROVIDED. BASED ON HISTORICAL EXPERIENCE, A SIGNIFICANT PORTION OF THE ORGANIZATION'S UNINSURED PATIENTS WILL BE UNABLE OR UNWILLING TO PAY FOR THE SERVICES PROVIDED. THUS, THE ORGANIZATION RECORDS A SIGNIFICANT PROVISION FOR BAD DEBTS RELATED TO UNINSURED PATIENTS IN THE PERIOD THE SERVICES ARE PROVIDED.
PART III, LINE 4:THE FOOTNOTE IN THE AUDITED FINANCIAL STATEMENTS THAT ADDRESSES "PATIENT ACCOUNTS RECEIVABLE, NET", WHICH INCLUDES A DISCUSSION OF "ALLOWANCE FOR DOUBTFUL ACCOUNTS" CAN BE FOUND ON PAGE 11 OF THE AUDITED FINANCIAL STATEMENTS; IN ADDITION, NOTE 14 - NET PATIENT SERVICE REVENUE" ON PAGES 27-29 ADDRESSES BAD DEBT EXPENSE.
PART III, LINE 8:MEDICARE ALLOWABLE COSTS WERE CALCULATED USING A COST-TO-CHARGE RATIO. THE AMOUNTS REPORTED IN LINES 5, 6, AND 7 COME FROM THE ORGANIZATION'S FILED MEDICARE COST REPORT. THE TOTAL REVENUE EQUATES TO MEDICARE PAYMENTS, AND THE MEDICARE ALLOWABLE COSTS ARE DETERMINED ON THE MEDICARE COST REPORT THAT UTILIZED COST TO CHARGE RATIOS APPLIED TO COVERED MEDICARE REVENUES.
PART III, LINE 9B:PATIENTS WHO ARE KNOWN TO QUALIFY FOR FINANCIAL ASSISTANCE MAY REQUEST AND NEGOTIATE THE TERMS OF AN EXTENDED PAYMENT PLAN. IF THE PATIENT AND SFCJL AGREE ON A PAYMENT PLAN, THE PATIENT MUST MAKE REGULAR, TIMELY PAYMENTS. A PATIENT WHO DOES NOT COMPLY WILL BE SENT TO COLLECTIONS, MAY HAVE ADVERSE INFORMATION REPORTED TO A CREDIT AGENCY, AND MAY BE SUBJECT TO A PROPERTY LIEN, EXCLUDING THE PATIENT'S PRIMARY RESIDENCE. HOWEVER, ASSET INFORMATION OBTAINED IN THE CHARITY CARE ELIGIBILITY DETERMINATION PROCESS ARE NOT USED FOR COLLECTION ACTIVITIES.
PART VI, LINE 2:THE CITY AND COUNTY OF SAN FRANCISCO'S CHNA IS CONDUCTED BY THE HEALTH DEPARTMENT AND OVERSEEN BY THE SAN FRANCISCO HEALTH IMPROVEMENT PARTNERSHIP (SFHIP), A MULTISECTOR COLLABORATION THAT INCLUDES SAN FRANCISCO'S HOSPITALS. THE MOST RECENT CITY AND COUNTY OF SAN FRANCISCO CHNA WAS PUBLISHED IN MAY 2019. THIS CHNA SERVES AS THE COMMON BASIS FOR ALL SAN FRANCISCO'S HOSPITAL CHNAS, INCLUDING OURS. IN 2019, WE SUPPLEMENTED THE SFHIP CHNA WITH OUR OWN ASSESSMENT OF NEEDS, DUE TO THE FACT THAT WE SERVE A HIGHLY SPECIALIZED POPULATION AND MANY OF OUR PATIENTS LIVE OUTSIDE OF SAN FRANCISCO. AND, IN JUNE 2022, WE UPDATED OUR CHNA, AND THE FINDINGS ARE DESCRIBED IN THIS DOCUMENT. THE PROCESS AND METHODS FOR THE 2019 SFHIP CHNA, OUR 2019 CHNA, AND OUR 2022 CHNA UPDATE ARE DESCRIBED BELOW.THE SFHIP CHNA INVOLVED THREE DATA COLLECTION METHODS:(I) COMMUNITY HEALTH STATUS ASSESSMENT. THIS METHOD EXAMINED EXISTING POPULATION LEVEL HEALTH DETERMINANT AND OUTCOME DATA, ANALYZED BY AGE, RACE/ETHNICITY, POVERTY, PLACE, AND OTHER RELEVANT VARIABLES, IN ORDER TO IDENTIFY HEALTH DISPARITIES.(II) ASSESSMENT OF PRIOR ASSESSMENTS. THIS METHOD INVOLVED A REVIEW OF REPORTS PRODUCED BY COMMUNITY-BASED ORGANIZATIONS, HEALTHCARE SERVICE PROVIDERS, PUBLIC AGENCIES, AND TASK FORCES. WHILE THESE REPORTS ARE GENERALLY PRODUCED FOR PLANNING AND EVALUATION PURPOSES, THEY CONTAIN RICH DATA ON SAN FRANCISCO'S POPULATIONS, ESPECIALLY THOSE WHO ARE MARGINALIZED AND VULNERABLE.(III) COMMUNITY ENGAGEMENT. FOCUS GROUPS WITH COMMUNITY MEMBERS AND KEY INFORMANTS/EXPERTS WERE HELD TO HELP FILL IN GAPS WHERE QUANTITATIVE DATA IS SPARSE.NUMEROUS INSTITUTIONS AND COMMUNITY GROUPS HAVE A STAKE IN THE HEALTH OF SAN FRANCISCO'S POPULATIONS. MANY OF THESE STAKEHOLDERS HAVE COME TOGETHER UNDER THE UMBRELLA OF SFHIP. ONE OF SFHIP'S KEY ACTIVITIES IS TO CONDUCT A CHNA EVERY THREE YEARS. THE CHNA SERVES MULTIPLE PURPOSES: IN ADDITION TO BEING THE FOUNDATION FOR SAN FRANCISCO'S NONPROFIT HOSPITAL CHNAS, IT FULFILLS THE COMMUNITY HEALTH ASSESSMENT REQUIREMENT FOR PUBLIC HEALTH ACCREDITATION FOR THE HEALTH DEPARTMENT AND IT INFORMS SAN FRANCISCO'S HEALTH CARE SERVICES MASTER PLAN. COLLABORATORS INVOLVED IN SFHIP INCLUDE: HOSPITAL COUNCIL OF NORTHERN AND CENTRAL CALIFORNIA; SAN FRANCISCO DEPARTMENT OF PUBLIC HEALTH (SFDPH); UNIVERSITY OF CALIFORNIA SAN FRANCISCO (UCSF); SAN FRANCISCO UNIFIED SCHOOL DISTRICT (SFUSD); AFRICAN AMERICAN COMMUNITY HEALTH EQUITY COUNCIL (AACHEC); ASIAN & PACIFIC ISLANDER HEALTH PARITY COALITION (APIHPC); CHICANO/LATINO/INDIGENA HEALTH EQUITY COALITION; SAN FRANCISCO COMMUNITY CLINIC CONSORTIUM; SAN FRANCISCO INTERFAITH COUNCIL; AND FUNDERS, THE BUSINESS SECTOR, THE MAYOR'S OFFICE, AND OTHER KEY STAKEHOLDERS.
PART VI, LINE 3:A RESIDENT SERVICES COORDINATOR STAFF MEMBER IS AVAILABLE TO ASSIST RESIDENTS AND/OR THEIR FAMILY MEMBERS OR LEGAL REPRESENTATIVES THROUGH THE PROCESS OF DETERMINING THEIR ELIGIBILITY FOR ALL GOVERNMENT PROGRAMS AND ASSIST THEM IN THE APPLICATION PROCESS.WRITTEN NOTICE OF THE ORGANIZATION'S CHARITY CARE AND DISCOUNT PAYMENT POLICY FOR FINANCIALLY QUALIFIED PATIENTS IS CLEARLY AND CONSPICUOUSLY POSTED AND VISIBLE TO THE PUBLIC IN THE ADMISSIONS OFFICE AND THE BILLING DEPARTMENT. THE NOTICE INCLUDES INFORMATION ABOUT ELIGIBILITY, AND CONTACT INFORMATION FOR THE ORGANIZATION'S PATIENT FINANCIAL SERVICES STAFF, FROM WHOM PATIENTS AND OTHER INTERESTED PERSONS CAN OBTAIN FURTHER INFORMATION ABOUT THIS POLICY.LASTLY, ALL PRIVATE INVOICES THAT ARE MAILED MONTHLY TO PATIENTS INCLUDE THE FOLLOWING STATEMENT: "IF YOU ARE NOT ABLE TO PAY THE BALANCE IN FULL, PLEASE CONTACT THE PATIENT FINANCIAL SERVICES OFFICE FOR PAYMENT OPTIONS."WRITTEN NOTICE, INCLUDING THE ABOVE INFORMATION, IS GIVEN TO EACH PATIENT AS A PART OF THEIR ADMISSION PACKET.
PART VI, LINE 4:ACCORDING TO A RECENTLY PUBLISHED ARTICLE IN US NEWS AND WORLD REPORT, "ONE IN FOUR ADULTS AGES 65 AND OLDER EXPERIENCES A MENTAL HEALTH PROBLEM SUCH AS DEPRESSION, ANXIETY, SCHIZOPHRENIA OR DEMENTIA", AND PEOPLE 85 AND OLDER HAVE THE HIGHEST SUICIDE RATE OF ANY AGE GROUP. ACCORDING TO THE NATIONAL COUNCIL ON AGING, AN ESTIMATED THAT 5.6-8.0 MILLION U.S. ADULTS OVER AGE 65 EXPERIENCED A MENTAL HEALTH DISORDER (INCLUDING SUBSTANCE USE DISORDERS) IN 2010, AND THIS NUMBER IS EXPECTED TO GROW BY 80% BY 2030. A 2015 STUDY USING A NATIONALLY REPRESENTATIVE SAMPLE OF ADULTS AGES 55 AND OLDER FOUND THAT IN THE PRIOR YEAR, 6.77% EXPERIENCED A MOOD DISORDER, 11.39% AN ANXIETY DISORDER, AND 3.75% A SUBSTANCE USE DISORDER. IN ADDITION, 14.53% EXPERIENCED A PERSONALITY DISORDER IN THEIR LIFETIME.INSUFFICIENT DATA EXISTS TO DEVELOP A SCIENTIFICALLY SOUND ESTIMATE OF THE SIZE OF OUR TARGET COMMUNITY IN CALIFORNIA. BASED ON NATIONAL DATA, IT IS SAFE TO SAY THAT THERE ARE AT LEAST 1 MILLION OLDER ADULTS IN OUR STATE WITH MENTAL HEALTH DISORDERS, ALTHOUGH ONLY A SMALL SUBSET OF THOSE WILL EXPERIENCE SYMPTOMS ACUTE ENOUGH TO REQUIRE HOSPITALIZATION.THE COVID-19 PANDEMIC HAS HAD A PROFOUND IMPACT ON OLDER ADULTS EXPERIENCING MENTAL HEALTH DISORDERS AND HAS GREATLY AFFECTED THOSE WE SERVE. A RECENT ARTICLE BY HWANG ET AL. STATED THAT THE "PANDEMIC HAS ILLUMINATED THE PRE-EXISTING THREAT TO WELL-BEING THAT OLDER ADULTS FREQUENTLY EXPERIENCE WITH SOCIAL ISOLATION AND LONELINESS." THEY NOTED THAT NO ASPECT OF NORMAL SOCIETAL FUNCTIONING WAS SPARED FROM COVID-19 AND THAT THE MEASURES NECESSARY TO PREVENT COVID-19, SUCH AS QUARANTINE AND SOCIAL DISTANCING, ALSO LED TO ELEVATED LEVELS OF LONELINESS AND SOCIAL ISOLATION, WHICH IN TURN PRODUCED PHYSICAL AND MENTAL HEALTH-RELATED REPERCUSSIONS. AS A RESULT, OLDER ADULTS, WHO HAVE EXPERIENCED AN ACUTE, SEVERE SENSE OF SOCIAL ISOLATION AND LONELINESS HAVE POTENTIALLY SERIOUS MENTAL AND PHYSICAL HEALTH CONSEQUENCES. THE AUTHORS WARN THAT THE IMPACT MAY BE DISPROPORTIONATELY AMPLIFIED IN THOSE WITH PRE-EXISTING MENTAL ILLNESS, WHO WERE OFTEN SUFFERING FROM LONELINESS AND SOCIAL ISOLATION PRIOR TO ISOLATION IMPOSED DURING THE COVID-19 PANDEMIC PUBLIC HEALTH MEASURES.ANOTHER RECENT STUDY OF ELDERLY PSYCHIATRIC PATIENTS FOUND THAT PATIENTS WITH DEPRESSION, HIGHER PSYCHIATRIC ILLNESS SEVERITY, AND LESS SOCIAL CONTACT WERE MORE AFFECTED BY THE CURRENT COVID-19 PANDEMIC. UTILIZATION OF PSYCHOSOCIAL SUPPORT SERVICES DECREASED DURING THE PANDEMIC DESPITE A HIGH DEMAND FOR SUPPORT REPORTED BY ELDERLY PATIENTS. THE AUTHORS NOTED THAT DEPRESSION IN THE ELDERLY IS LINKED TO LOWER RESILIENCE, I.E., "A DECREASED ABILITY TO PROTECT ONE'S MENTAL HEALTH WHEN CONFRONTED WITH STRESSORS." THEY SPECULATED, THEREFORE, THAT PATIENTS WITH DEPRESSION MAY BE LESS ABLE TO HANDLE ISOLATION, UNCERTAINTY, AND OTHER DEMANDS DURING THE PANDEMIC.AN ARTICLE BY VAHIA POSITED THAT OLDER ADULTS ARE ALSO MORE VULNERABLE TO SOCIAL ISOLATION AND LONELINESS BECAUSE 1) THEY ARE FUNCTIONALLY VERY DEPENDENT ON FAMILY MEMBERS OR SUPPORTS BY COMMUNITY SERVICES, AND 2) BECAUSE THEY ARE AT A HIGHER RISK OF NEGATIVE OUTCOMES FROM COVID-19, OLDER ADULTS MAY SELF-RESTRICT THEIR ACTIVITIES AND INTERACTIONS EVEN BEYOND THE GENERAL POPULATION. THIS APPEARS TO TRIGGER "INCREASING ISOLATION AND LONELINESS, DISRUPTING DAILY ROUTINES AND ACTIVITIES, AND CHANGED ACCESS TO ESSENTIAL SERVICES SUCH AS DOCTOR'S VISITS." WEBB STATES THAT THE MANAGEMENT OF COVID-19 LOCKDOWN PRESENTED A PERFECT STORM FOR MENTAL DISTRESS FOR OLDER PEOPLE "BY ENFORCING ISOLATION AND HEIGHTENING PERCEPTIONS OF RISK OF DEATH AND ILLNESS." OLDER PEOPLE WILL EXPERIENCE SOCIAL ISOLATION FOR THE LONGEST PERIOD BECAUSE THEY CARRY THE HIGHEST MORTALITY. AND FINALLY, SEPULVEDA-LOYOLA AND COLLEAGUES PUBLISHED A STUDY ON THE MENTAL AND PHYSICAL EFFECTS OF SOCIAL ISOLATION ON OLDER PEOPLE DUE TO COVID-19. THEIR STUDY FOUND THAT OLDER PEOPLE EXPERIENCED HIGH LEVELS OF ANXIETY, DEPRESSION, POOR SLEEP QUALITY, AND PHYSICAL INACTIVITY FROM COVID-19-IMPOSED SOCIAL DISTANCING.THE MENTAL HEALTH IMPACTS FROM COVID-19 OF FEAR AND ISOLATION AMONG OLDER ADULTS, AND PARTICULARLY OLDER ADULTS WITH PSYCHIATRIC ILLNESSES, HAVE BEEN WIDELY DOCUMENTED. IN ADDITION TO EXPERIENCING THESE NEGATIVE IMPACTS MORE FREQUENTLY THAN YOUNGER ADULTS, OLDER ADULTS OFTEN HAVE FEWER RESOURCES TO MITIGATE THEM. THEREFORE, EACH OF THE PRIORITY HEALTH NEEDS IDENTIFIED IN THIS CHNA HAVE BEEN EXACERBATED BY COVID-19.OUR PROGRAM PROVIDES TREATMENT AND FACILITATES RECOVERY FOR ADULTS AGED 55 AND OLDER RESIDING IN CALIFORNIA WITH ACUTE PSYCHIATRIC NEEDS, INCLUDING ANXIETY, DEPRESSION, MOOD OR BEHAVIORAL DISTURBANCES, IMPAIRMENT IN LEVEL OF FUNCTIONING, THOUGHT OR OTHER EMOTIONAL DISTURBANCES, SUICIDALITY, ASSAULTIVE BEHAVIORS DUE TO A PSYCHIATRIC DISORDER, OR WHO ARE A THREAT TO OTHERS. IN 2021, 80% OF OUR PATIENTS WERE ADMITTED AS 5150 OR 5250 (DANGER TO SELF OR OTHERS OR GRAVE DISABILITY), 19% WERE VOLUNTARY ADMISSIONS, AND 1% WERE UNDER CONSERVATORSHIP. OUR GOAL IS TO STABILIZE PATIENTS AND PROVIDE THEM WITH THE TOOLS AND RESOURCES TO BE ABLE TO RETURN TO COMMUNITY-BASED LIVING.BECAUSE THERE ARE FEW GERIATRIC PSYCHIATRY HOSPITALS IN THE REGION, OUR PATIENTS COME FROM ALL OVER NORTHERN AND CENTRAL CALIFORNIA. IN 2021, WE ADMITTED 205 PATIENTS FROM 21 COUNTIES AND ONE FROM OUT OF STATE. WE ACCEPT ELIGIBLE PATIENTS OF ALL RACIAL/ETHNIC IDENTITIES AND GENDERS. PATIENT DEMOGRAPHICS ARE AS FOLLOWS: 67% MALE, 33% FEMALE; 2% AGED 50-59, 16% AGED 60-69, 57% AGED 70-79, 21% AGED 80-89, AND 4% AGED 90+; 80% IDENTIFY AS WHITE, 8% AS ASIAN/PACIFIC ISLANDER, 5% AS BLACK/AFRICAN AMERICAN, AND 6% AS LATINX; AND 54% HAVE PUBLIC INSURANCE WHILE 46% HAVE PRIVATE INSURANCE.THE MOST COMMON PSYCHIATRIC DIAGNOSES OF OUR PATIENTS ARE MAJOR DEPRESSIVE DISORDER (57% IN 2021), PSYCHOSIS (12%), AND BIPOLAR DISORDER (24%). OTHER DISORDERS INCLUDE PARANOID SCHIZOPHRENIA, SCHIZOPHRENIA, SCHIZOAFFECTIVE DISORDER, SUICIDAL IDEATION, SUICIDE ATTEMPT, AND PANIC DISORDER. IN ADDITION TO HAVING PSYCHIATRIC NEEDS, OUR PATIENTS ARE ALSO COPING WITH THE TRADITIONAL DISEASES OF AGING, INCLUDING HYPERTENSION, CARDIOVASCULAR DISEASE, DEMENTIA AND RELATED ILLNESS, TYPE 2 DIABETES, ATHEROSCLEROSIS, COPD, AND OSTEOARTHRITIS.
PART VI, LINE 5:A COMMITMENT TO EXCELLENCE IN SERVICE TO OTHERS AND PROVIDING EXCEPTIONAL CARE TO FRAIL VULNERABLE SENIORS, INCLUDING CHARITABLE SUPPORT, IS SFCJL'S FOUNDING FOCUS AND REMAINS KEY TO ITS MISSION--TO ENHANCE AND ENRICH OLDER ADULTS' QUALITY OF LIFE. AS SUCH, SFCJL DEDICATES SUBSTANTIAL RESOURCES TO SERVICES, TRAINING, RESEARCH, AND OTHER ACTIVITIES THAT BENEFIT THE LARGER COMMUNITY OF OLDER ADULTS IN THE BAY AREA. MANY OF THESE RESOURCES HELP TO ADDRESS SOME OF THE NEEDS IDENTIFIED IN ITS MOST RECENTLY COMPLETED CHNA. WE BROADENED THE CONTINUUM OF LIVING OPTIONS, OFFERING INDEPENDENT LIVING, ASSISTED LIVING, AND MEMORY CARE AND SUPPORT FOR THE SURGING POPULATION OF SENIORS, AS WELL AS DEVELOPING SENIOR-ORIENTED SERVICES THAT WILL ADDRESS THIS COHORT'S CHANGING AND UNMET NEEDS. THIS EXPANSION IS DESIGNED TO BENEFIT THE ENTIRE BAY AREA COMMUNITY. OUR EXTENSIVE AND CLOSE PARTNERSHIPS WITH NUMEROUS ORGANIZATIONS HAVE ALLOWED US TO HELP SHAPE AND EXPAND THE RESOURCES AND SERVICE NETWORKS THAT ARE SO CRITICAL FOR THE HEALTH AND WELL-BEING OF SENIORS. IN ADDITION, SINCE 2012, SFCJL HAS SERVED AS A TRAINING SITE FOR FUTURE GERIATRIC PSYCHIATRISTS AND PROVIDES CLINICAL TRAINING AND INTERNSHIP OPPORTUNITIES TO MITIGATE THE CURRENT AND FUTURE PROVIDER SHORTAGES.THE ORGANIZATION IS FORTUNATE TO BE CO-LOCATED WITH NUMEROUS CLINICAL AND SUPPORT SERVICES ON OUR NINE ACRE CAMPUS. PATIENTS HAVE ACCESS TO PAIN MANAGEMENT SERVICES, CARE PLANNING, DENTAL CARE, PHARMACY, AUDIOLOGY, PHYSICAL REHABILITATION, OCCUPATIONAL THERAPY, NUTRITION COUNSELING (ALL SFCJL PATIENTS SEE A DIETICIAN WITHIN 72 HOURS OF ADMISSION), AND A HOST OF SOCIAL, SPIRITUAL, AND ENRICHMENT OPPORTUNITIES. ALL THESE SERVICES HELP TO SOCIALIZE PATIENTS AND REDUCE THEIR SENSE OF ISOLATION. WE ALSO OFFER INDIVIDUALIZED PATIENT EDUCATION AND SKILLS-BASED GROUPS TO STRENGTHEN PATIENTS' COPING SKILLS IN PREPARATION FOR SUCCESSFUL POST-DISCHARGE COMMUNITY LIVING.
PART VI, LINE 7, REPORTS FILED WITH STATESCA

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Independent ConsultantYes (X)IndependentConsultantInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentYes (1)SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (1)SupplementalNonqualRtrPlanInd
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 (14 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
MARY CONNICK
CHIEF FINANCIAL OFFICER THRU 2/2024$625,473$0$100,000$0$27,285$0$7,500$0$1,842$0$762,100$0$0$0
DANIEL RUTH
FORMER PRESIDENT & CEO$0$0$0$0$460,393$0$0$0$0$0$460,393$0$0$0
ADRIENNE GREEN MD
CEO START 7/2023$303,944$0$0$0$0$0$0$0$8,804$0$312,748$0$0$0
PEGGY CMIEL
DIR OF NURSING & CLINICAL OPERATIONS$251,535$0$12,500$0$0$0$5,407$0$24,722$0$294,164$0$0$0
STEPHEN HALL
MEDICAL DIRECTOR$250,000$0$0$0$0$0$0$0$34,328$0$284,328$0$0$0
KEVIN BEUTLER
CHIEF HUMAN RESOURCES OFFICER$240,470$0$30,000$0$1,903$0$0$0$3,683$0$276,056$0$0$0
MICHAEL SKAFF
CHIEF INFORMATION OFFICER THRU 2/202$188,988$0$0$0$85,034$0$1,500$0$179$0$275,701$0$0$0
MARILYN MINERALES
LICENSED VOCATIONAL NURSE$216,462$0$3,700$0$746$0$0$0$39,396$0$260,304$0$0$0
STACI CHANG
CHIEF MARK & BUS STRAT OFF THRU 9/20$241,178$0$0$0$2,101$0$3,750$0$6,153$0$253,182$0$0$0
MARLENE VELASCO
LICENSED VOCATIONAL NURSE$219,641$0$1,159$0$0$0$500$0$28,125$0$249,425$0$0$0
TERI GRADOS
ASSISTANT DIRECTOR OF NURSING$201,673$0$9,000$0$8,800$0$0$0$22,744$0$242,217$0$0$0
EDWINA TANG
EXECUTIVE DIRECTOR, FRANK RESIDENCES$212,906$0$0$0$0$0$6,347$0$4,464$0$223,717$0$0$0
SANDRA GUAN
REGISTERED NURSE$201,811$0$7,500$0$6,138$0$0$0$330$0$215,779$0$0$0
GREGORY K BOGART
ADMINISTRATOR THRU 5/2023$115,871$0$0$0$6,339$0$3,673$0$220$0$126,103$0$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINES 4A-BFormAndLineReferenceDesc
ExplanationDURING THE 2023 CALENDAR YEAR, DANIEL RUTH RECEIVED A SEVERANCE PAYMENT OF $460,393 FROM THE ORGANIZATION, WHICH WAS TAXABLE COMPENSATION TO HIM AND REPORTED WITHIN FORM 990, PART VII, COLUMN (D) AND SCHEDULE J, PART II, COLUMN (B)(III). DURING THE 2023 CALENDAR YEAR, DANIEL RUTH WAS A PARTICIPANT IN A SUPPLEMENTAL 457(F) PLAN SPONSORED BY THE ORGANIZATION. THERE WERE NO EMPLOYER CONTRIBUTIONS TO THE 457(F) OR AMOUNTS CHARACTERIZED AS TAXABLE INCOME DUE TO VESTING OF THE 457(F) PLAN DURING THE 2023 CALENDAR YEAR.ExplanationTxt

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
CALIFORNIA STATEWIDE COMMUNITIES DEVELOPMENT AUTHORITY
A68016461013080SPQ12016-11-29$142,815,660CONSTRUCTION OF TWO NEW RESIDENTIAL CARE FACILITY BUILDINGS000
CALIFORNIA STATEWIDE COMMUNITIES DEVELOPMENT AUTHORITY
B68016461013080SK372021-11-17$33,184,965CONSTRUCTION OF NEW FACILITY BUILDING000

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtTotal ProceedsTotalProceedsAmtIn Reserve FundInReserveFundAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCredit EnhancementCreditEnhancementAmtWorking Capital ExpendituresWorkingCapitalExpendituresAmtCapital ExpendituresCapitalExpendituresAmtSubstantial CompletionSubstantialCompletionYrRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintIndOther Spent ProceedsOtherSpentProceedsAmt
A$40,085,000$142,815,660$3,264,950$1,960,461$7,211,174$12,549,544$117,829,531202000Yes (1)Yes (1)
B$33,184,965$957,761$663,699$1,522,907$29,928,478202200Yes (1)Yes (1)$112,120

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndEngage Bond Counsel ContractsEngageBondCounselContractsIndAny Research AgreementsAnyResearchAgreementsIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A00Yes (1)Yes (1)00.000000.000000.0000000Yes (1)
B00Yes (1)Yes (1)00.000000.000000.0000000Yes (1)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
A000Yes (1)Yes (1)000Yes (1)
B0Yes (1)000000Yes (1)

Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (1)
BYes (1)

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceDATE REBATE COMPUTATION PERFORMEDFormAndLineReferenceDesc
ExplanationISSUER NAME: CALIFORNIA STATEWIDE COMMUNITIES DEVELOPMENT AUTHORITY DATE THE REBATE COMPUTATION WAS PERFORMED: 12/06/2019ExplanationTxt

Schedule L IRS990ScheduleL

Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp

FieldValueIRS element (for citing)
PersonDANIEL RUTHPersonNm
Relationship With OrgFORMER PRESIDENT & CEORelationshipWithOrgTxt
Loan PurposeCOMPENSATION PACKAGELoanPurposeTxt
Loan From OrganizationYes (X)LoanFromOrganizationInd
Original Principal$800,000OriginalPrincipalAmt
Balance Due$800,000BalanceDueAmt
Default0DefaultInd
Board Or Committee ApprovalYes (1)BoardOrCommitteeApprovalInd
Written AgreementYes (1)WrittenAgreementInd
FieldValueIRS element (for citing)
Total Balance Due$800,000TotalBalanceDueAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BA COMPLETE COPY OF THE FORM 990 IS PROVIDED TO ALL MEMBERS OF THE BOARD OF TRUSTEES PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. MANAGEMENT OF THE ORGANIZATION ALSO REVIEWS THE COMPLETED FORM 990 AND FOLLOWS UP WITH THE TAX RETURN PREPARATION FIRM TO ANSWER ANY QUESTIONS PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12CTHE ORGANIZATION REGULARLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. EACH PERSON WHO IS DEEMED TO HAVE SUBSTANTIAL INFLUENCE OVER THE ORGANIZATION (INCLUDING TRUSTEES, OFFICERS, AND KEY EMPLOYEES) SIGNS AN ANNUAL DISCLOSURE STATEMENT WHICH AFFIRMS THAT THE PERSON HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, HAS READ AND UNDERSTOOD THE POLICY, AND HAS AGREED TO COMPLY WITH THE POLICY, AND DISCLOSES ANY DIRECT OR INDIRECT AFFILIATIONS. ALL ANNUAL DISCLOSURE STATEMENTS ARE SUBMITTED TO THE SECRETARY. EACH EMPLOYEE DISCLOSES TO THE CHIEF EXECUTIVE OFFICER ALL MATERIAL FACTS REGARDING THE AFFILIATION OF SUCH EMPLOYEE WITH ANY PERSON WITH WHOM THE ORGANIZATION IS CONSIDERING ENTERING A TRANSACTION; THE CHIEF EXECUTIVE OFFICER THEN DETERMINES WHETHER A CONFLICT OF INTEREST EXISTS FOR THESE EMPLOYEES. THE CHIEF EXECUTIVE OFFICER AND ANY OTHER PERSON WITH SUBSTANTIAL INFLUENCE OVER THE ORGANIZATION SHALL DISCLOSE TO THE BOARD ALL MATERIAL FACTS REGARDING HIS OR HER AFFILIATION WITH ANY PERSON WITH WHOM THE JEWISH HOME IS CONSIDERING ENTERING A TRANSACTION; THE BOARD THEN DETERMINES IF A CONFLICT OF INTEREST EXISTS FOR THE CHIEF EXECUTIVE OFFICER OR PERSON WITH SUBSTANTIAL INFLUENCE OVER THE ORGANIZATION. IF A BOARD MEMBER IS THE INDIVIDUAL WITH WHICH A CONFLICT OF INTEREST IS BEING DETERMINED, THE BOARD MEMBER IS NOT ALLOWED TO VOTE ON THE MATTER.
FORM 990, PART VI, SECTION B, LINE 15THE BOARD OF DIRECTORS REVIEWS AND APPROVES THE ANNUAL COMPENSATION PACKAGE FOR THE CHIEF EXECUTIVE OFFICER AND THE CHIEF FINANCIAL OFFICER BASED ON VARIOUS FACTORS, INCLUDING DATA COLLECTED FROM AN INDEPENDENT COMPENSATION CONSULTANT (WHO UTILIZES COMPENSATION DATA OBTAINED FROM SURVEYS), PERFORMANCE APPRAISALS, AND NON-PROFIT RESOURCES FOR SIMILAR ORGANIZATIONS IN THE SAME GEOGRAPHICAL AREA. THE BOARD OF TRUSTEES APPROVES THE CHIEF EXECUTIVE OFFICER'S AND CHIEF FINANCIAL OFFICER'S EMPLOYMENT CONTRACT. THE CHIEF EXECUTIVE OFFICER REVIEWS AND APPROVES THE ANNUAL COMPENSATION FOR THE OTHER EXECUTIVE TEAM MEMBERS BASED ON VARIOUS FACTORS, INCLUDING DATA COLLECTED FROM AN INDEPENDENT COMPENSATION CONSULTANT (DEPENDING ON POSITION) WHO UTILIZES COMPENSATION DATA OBTAINED FROM SURVEYS, ANNUAL COMPENSATION SURVEYS, PERFORMANCE APPRAISALS, AND OTHER NON-PROFIT RESOURCES FOR SIMILAR ORGANIZATIONS. THE BOARD OF TRUSTEES APPROVES THE ANNUAL BUDGET THAT INCLUDES COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST.
FORM 990, PART IX, LINE 11GRECRUITING: PROGRAM SERVICE EXPENSES 150. MANAGEMENT AND GENERAL EXPENSES 400,512. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 400,662. VALET PARKING SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 206,707. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 206,707. MEDICAL BILLING AND TRANSCRIPTION SERVICES: PROGRAM SERVICE EXPENSES 23,725. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 23,725. MANAGEMENT & CONSULTING SERVICES: PROGRAM SERVICE EXPENSES 2,439,137. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,439,137. OTHER CONSULTING, CONTRACT, & PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 6,289,352. MANAGEMENT AND GENERAL EXPENSES 1,625,975. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,915,327. MEDICAL PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 3,121. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,121. PHYSICIAN FEES: PROGRAM SERVICE EXPENSES 981,286. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 981,286. REGISTRY PERSONNEL: PROGRAM SERVICE EXPENSES 6,917,245. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,917,245.
FORM 990, PART XI, LINE 9:CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 2,806. CHANGE IN BENEFICIAL INTEREST IN JEWISH HOME & SENIOR LIVING FOUNDATION 968,944. CHANGE IN INTEREST IN NET ASSETS OF JEWISH HOME & SENIOR LIVING FOUNDATION 3,651,272.

Schedule R IRS990ScheduleR

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1CHARITABLE REMAINDER TRUSTS (3)BusinessNameLine1Txt
FieldValueIRS element (for citing)
Primary ActivitiesCHARITABLE GIVINGPrimaryActivitiesTxt
Legal Domicile StateCALegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1SFCJLBusinessNameLine1Txt
FieldValueIRS element (for citing)
Controlled OrganizationYes (1)ControlledOrganizationInd
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 Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
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 Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd