2025-05-15T11:04:22-05:00 2024-06-30 910189318 MOSS ADAMS LLP 101 SECOND STREET SUITE 900 SAN FRANCISCO CA 94105 990 2023-07-01 940545320 HEBREW HOME FOR AGED DISABLED HEBR 4153342500 302 SILVER AVENUE SAN FRANCISCO CA 941121510 CARL GERLACH INTERIM CFO 4153342500 2025-05-14 1 0 MICHAEL LUMSDEN P01262236 4159561500 2025-05-14 2023 2025-03-06 01:10:19Z SAN FRANCISCO CAMPUS FOR JEWISH LIVING ADRIENNE GREEN MD 302 SILVER AVENUE SAN FRANCISCO CA 941121510 117043372 0 X WWW.SFCJL.ORG X 1871 CA WE 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. 15 15 1039 175 0 0 1132120 2369445 103050512 113701911 148827 291784 1439093 677445 105770552 117040585 0 0 0 0 65335017 76883517 0 0 0 64839527 59725483 130174544 136609000 -24403992 -19568415 267729741 248259612 139368416 134843504 128361325 113416108 ENRICHING THE QUALITY OF LIFE OF OLDER ADULTS. 0 0 129673989 0 113701911 THE 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. 129673989 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 109 0 1 1039 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X CARL GERLACH 4155622650 302 SILVER AVENUE SAN FRANCISCO CA 94112 MARY CONNICK CHIEF FINANCIAL OFFICER THRU 2/2024 40.00 0.00 X 752758 0 9342 DANIEL RUTH FORMER PRESIDENT & CEO 0.00 0.00 X 460393 0 0 ADRIENNE GREEN MD CEO START 7/2023 40.00 0.00 X 303944 0 8804 PEGGY CMIEL DIR OF NURSING & CLINICAL OPERATIONS 40.00 0.00 X 264035 0 30129 STEPHEN HALL MEDICAL DIRECTOR 24.00 0.00 X 250000 0 34328 KEVIN BEUTLER CHIEF HUMAN RESOURCES OFFICER 40.00 0.00 X 272373 0 3683 MICHAEL SKAFF CHIEF INFORMATION OFFICER THRU 2/2023 40.00 0.00 X 274022 0 1679 MARILYN MINERALES LICENSED VOCATIONAL NURSE 40.00 0.00 X 220908 0 39396 STACI CHANG CHIEF MARK & BUS STRAT OFF THRU 9/2023 40.00 0.00 X 243279 0 9903 MARLENE VELASCO LICENSED VOCATIONAL NURSE 40.00 0.00 X 220800 0 28625 TERI GRADOS ASSISTANT DIRECTOR OF NURSING 40.00 0.00 X 219473 0 22744 EDWINA TANG EXECUTIVE DIRECTOR, FRANK RESIDENCES 40.00 0.00 X 212906 0 10811 SANDRA GUAN REGISTERED NURSE 40.00 0.00 X 215449 0 330 GREGORY K BOGART ADMINISTRATOR THRU 5/2023 40.00 0.00 X 122210 0 3893 DAVID CALDWELL CHIEF FINANCIAL OFFICER START 2/2024 40.00 0.00 X 0 0 0 STEVEN FAYNE CHAIR 2.00 0.00 X X 0 0 0 SOPHIE SHARP VICE CHAIR 2.00 0.00 X X 0 0 0 HOWARD F FINE VICE CHAIR 2.00 0.00 X X 0 0 0 JAMES A DAVIS MD ASST SECR THRU 12/2023 / VICE CHAIR START 12/2023 2.00 0.00 X X 0 0 0 ALEX MANN SECRETARY THRU 12/2023 / ASST SECR START 12/2023 2.00 0.00 X X 0 0 0 LAURA KLAPPER SECRETARY START 12/2023 2.00 0.00 X X 0 0 0 JASON SECORE TREASURER THROUGH 4/2024 / TRUSTEE 2.00 0.00 X X 0 0 0 DAVID LOWI TREASURER START 5/2024 2.00 0.00 X X 0 0 0 SUE DIAMOND TRUSTEE 2.00 0.00 X 0 0 0 JESSICA EISLER TRUSTEE 2.00 0.00 X 0 0 0 RICHARD FIEDOTIN TRUSTEE 2.00 0.00 X 0 0 0 MATTHEW D GERSHUNY TRUSTEE THRU 12/2023 2.00 0.00 X 0 0 0 DAVID GOLDIN TRUSTEE 2.00 0.00 X 0 0 0 VALERIE KREIGER JAHAN MD TRUSTEE 2.00 0.00 X 0 0 0 JUDITH PLAYER TRUSTEE THRU 9/2023 2.00 0.00 X 0 0 0 BILL POMERANZ TRUSTEE 2.00 0.00 X 0 0 0 JEFF ZLOT TRUSTEE 2.00 0.00 X 0 0 0 4032550 0 203667 151 1 1 0 ONR INC 8500 BLUFFSTONE COVE AUSTIN TX 78759 PHYSICAL, OCCUPATIONAL & SPEECH THERAPY 3734765 HERITAGE NURSING AGENCY 704 TUOLOMNE ST VALLEJO CA 94590 TEMPORARY STAFFING 3260295 ACCLAIM PROFESSIONAL HEALTHCARE LLC 4340 REDWOOD HIGHWAY A14 SAN RAFAEL CA 94903 TEMPORARY STAFFING 2485309 VITALIS STAFFING LLC 355 GELLERT BLVD STE 110 DALY CITY CA 94015 TEMPORARY STAFFING 2019929 ALIXARX LLC 4727 W SHAW AVE 105 FRESNO CA 93722 PHARMACY SERVICES 1736620 39 2369445 2369445 NET PATIENT SERV. REV. 623000 113557574 113557574 OTHER OPERATING REV. 623000 144337 144337 113701911 291784 291784 14869 2787 12082 12082 JHSLF SERVICE REVENUE 541900 320000 320000 PARKING/GARAGE REV 812930 186702 186702 CAFETERIA/GUEST MEALS 722514 139908 139908 18753 18753 665363 117040585 113701911 0 969229 X 2184891 1980245 204646 82979 82979 58848047 58730305 117742 1457833 1287749 170084 9833431 8698125 1135306 4476336 3960294 516042 377655 15462 362193 149498 149498 18887210 16654016 2233194 468025 173639 294386 696396 610213 86183 600595 8865 591730 3453815 3207954 245861 64554 52528 12026 47057 41114 5943 5087110 5087110 16425371 16425371 2020766 2020766 MEDICAL SUPPLIES 4442657 4442657 FOOD 3009320 2986583 22737 EQUIPMENT & MAINTENANCE 1791798 1464494 327304 LICENSES AND FEES 718329 705281 13048 1485327 1038239 447088 136609000 129673989 6935011 0 38842 16292 16933373 12826099 16500814 19047294 800000 800000 188322 197476 889391 1227181 294042223 109093615 197400272 184948608 34978727 29196662 267729741 248259612 15170730 13843873 57484 59420 113658161 111313029 3615826 3146136 6866215 6481046 139368416 134843504 X 112995487 98857549 15365838 14558559 128361325 113416108 267729741 248259612 X -19568415 176 4623022 X 0 1 X 1 1 1 X 3637780 24534334 2568277 1132120 2369445 34241956 73258556 76455771 90364519 103050512 113701911 456831269 112992 105131 108479 70356 14869 411827 77009328 101095236 93041275 104252988 116086225 491485052 0 0 0 491485052 86687 121552 144485 184746 291784 829254 86687 121552 144485 184746 291784 829254 1347957 514994 113186 1412564 665363 4054064 78443972 101731782 93298946 105850298 117043372 496368370 0.99020 0.00170 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER REVENUE - 2019 AMOUNT: $ 1,347,957. 2020 AMOUNT: $ 514,994. 2021 AMOUNT: $ 113,186. 2022 AMOUNT: $ 1,412,564. 2023 AMOUNT: $ 665,363. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 14009 14009 0 PART II-B, LINE 1: THE 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. 11242437 855553 612241 11485749 15956069 377423 5091055 11242437 18535446 -2579377 15956069 15617661 2917785 18535446 14761999 855662 15617661 0.00000 0.66387 0.33613 1 0 90849 90849 250253408 89132161 161121247 27896555 13989708 13906847 15801411 5971746 9829665 184948608 BENEFICIAL INTEREST IN JHSLF 12095249 SPLIT INTEREST AGREEMENTS 896331 INTEREST IN NET ASSETS OF JHSLF 3535773 DUE FROM AFFILIATED ORGANIZATIONS 2413975 UNSPENT BOND PROCEEDS HELD BY TRUSTEE 7109373 WORKERS COMP DEPOSITS 2549000 RESIDENT TRUST FUNDS 124192 INVESTMENTS HELD FOR 457 PLAN 472769 29196662 DEPOSITS 120777 AFFILIATED ORGANIZATION LOANS PAYABLE 5887500 DEFERRED COMPENSATION PAYABLE 472769 6481046 X 121666570 176 4623022 4623198 117043372 -2787 -2787 117040585 136611787 2787 2787 136609000 0 136609000 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. 1 1 X 1 X 1 X 1 0 1 1 67517392 61521334 5996058 0.04390 67517392 61521334 5996058 0.04390 67517392 61521334 5996058 0.04390 1 1256362 0 17944721 16633071 1311650 X 1 1 1 1 JEWISH HOME & REHAB CENTER 302 SILVER AVENUE SAN FRANCISCO CA 94112 WWW.SFCJL.ORG 106380842 X ACUTE PSYCHIATRIC HOSPITAL HEBREW HOME FOR AGED DISABLED 1 0 0 1 X X X X X X X X X 21 1 1 1 1 X HTTPS://SFCJL.ORG/ABOUT-COMMUNITY-BENEFIT.HTM X 1 21 1 HTTPS://SFCJL.ORG/ABOUT-COMMUNITY-BENEFIT.HTM 0 1 X 100.000000000000 350.000000000000 X X X X X 1 1 X X X 1 X HTTPS://SFCJL.ORG/ABOUT-CHARITABLE.HTM X HTTPS://SFCJL.ORG/ABOUT-CHARITABLE.HTM X HTTPS://SFCJL.ORG/ABOUT-CHARITABLE.HTM X X X X X 1 X 0 X X X X 1 X 0 0 HEBREW HOME FOR AGED DISABLED PART 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 DISABLED PART 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 DISABLED PART 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 DISABLED PART 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 DISABLED PART V, SECTION B, LINE 13B: MEDICAID/MEDICARE, STATE REGULATION 1 1 - HEBREW HOME FOR AGED DISABLED 302 SILVER AVENUE SAN FRANCISCO CA 94112 SKILLED NURSING FACILITY AND REHABILITATION CENTER 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 STATES CA X X X X 1 1 0 0 0 0 0 0 0 MARY CONNICK CHIEF FINANCIAL OFFICER THRU 2/2024 625473 0 100000 0 27285 0 7500 0 1842 0 762100 0 0 0 DANIEL RUTH FORMER PRESIDENT & CEO 0 0 0 0 460393 0 0 0 0 0 460393 0 0 0 ADRIENNE GREEN MD CEO START 7/2023 303944 0 0 0 0 0 0 0 8804 0 312748 0 0 0 PEGGY CMIEL DIR OF NURSING & CLINICAL OPERATIONS 251535 0 12500 0 0 0 5407 0 24722 0 294164 0 0 0 STEPHEN HALL MEDICAL DIRECTOR 250000 0 0 0 0 0 0 0 34328 0 284328 0 0 0 KEVIN BEUTLER CHIEF HUMAN RESOURCES OFFICER 240470 0 30000 0 1903 0 0 0 3683 0 276056 0 0 0 MICHAEL SKAFF CHIEF INFORMATION OFFICER THRU 2/202 188988 0 0 0 85034 0 1500 0 179 0 275701 0 0 0 MARILYN MINERALES LICENSED VOCATIONAL NURSE 216462 0 3700 0 746 0 0 0 39396 0 260304 0 0 0 STACI CHANG CHIEF MARK & BUS STRAT OFF THRU 9/20 241178 0 0 0 2101 0 3750 0 6153 0 253182 0 0 0 MARLENE VELASCO LICENSED VOCATIONAL NURSE 219641 0 1159 0 0 0 500 0 28125 0 249425 0 0 0 TERI GRADOS ASSISTANT DIRECTOR OF NURSING 201673 0 9000 0 8800 0 0 0 22744 0 242217 0 0 0 EDWINA TANG EXECUTIVE DIRECTOR, FRANK RESIDENCES 212906 0 0 0 0 0 6347 0 4464 0 223717 0 0 0 SANDRA GUAN REGISTERED NURSE 201811 0 7500 0 6138 0 0 0 330 0 215779 0 0 0 GREGORY K BOGART ADMINISTRATOR THRU 5/2023 115871 0 0 0 6339 0 3673 0 220 0 126103 0 0 0 PART I, LINES 4A-B DURING 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. A CALIFORNIA STATEWIDE COMMUNITIES DEVELOPMENT AUTHORITY 680164610 13080SPQ1 2016-11-29 142815660 CONSTRUCTION OF TWO NEW RESIDENTIAL CARE FACILITY BUILDINGS 0 0 0 B CALIFORNIA STATEWIDE COMMUNITIES DEVELOPMENT AUTHORITY 680164610 13080SK37 2021-11-17 33184965 CONSTRUCTION OF NEW FACILITY BUILDING 0 0 0 A 40085000 142815660 3264950 1960461 7211174 12549544 117829531 2020 0 0 1 1 B 33184965 957761 663699 1522907 29928478 112120 2022 0 0 1 1 A 0 0 1 1 0 0.00000 0.00000 0.00000 0 0 1 B 0 0 1 1 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 0 1 1 0 0 0 1 B 0 1 0 0 0 0 0 0 1 A 1 B 1 DATE REBATE COMPUTATION PERFORMED ISSUER NAME: CALIFORNIA STATEWIDE COMMUNITIES DEVELOPMENT AUTHORITY DATE THE REBATE COMPUTATION WAS PERFORMED: 12/06/2019 DANIEL RUTH FORMER PRESIDENT & CEO COMPENSATION PACKAGE X 800000 800000 0 1 1 800000 FORM 990, PART VI, SECTION B, LINE 11B A 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 12C THE 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 15 THE 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 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G RECRUITING: 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. CHARITABLE REMAINDER TRUSTS (3) CHARITABLE GIVING CA SFCJL 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0