2025-07-15T11:03:59-05:00 2024-08-31 390859910 BAKER TILLY ADVISORY GROUP LP 21700 OXNARD ST STE 300 WOODLAND HILLS CA 91367 990 2023-09-01 953510024 LOS ANGELES JEWISH HOME FOR THE AGING LOSA 8187743372 7150 TAMPA AVE RESEDA CA 913353700 CRYSTAL RUDITSKY CFO 8187743372 2025-07-11 1 1 LAUREN A HAVERLOCK P00545829 8185771900 2025-07-11 2023 2025-03-06 01:10:19Z DALE SUROWITZ 7150 TAMPA AVE RESEDA CA 913353700 45016147 0 X WWW.LAJHEALTH.ORG X 1912 CA NURSING, RESIDENTIAL AND CLINICAL CARE FOR THE ELDERLY. 21 21 252 21 4390 1577 20651872 13662819 24783934 29917552 699275 1198243 171994 106890 46307075 44885504 0 0 0 0 22538101 21841889 0 0 3703115 29032976 29126089 51571077 50967978 -5264002 -6082474 244467929 241594437 327183289 329061570 -82715360 -87467133 EXCELLENCE IN SENIOR CARE REFLECTIVE OF JEWISH VALUES. 0 0 19834642 18306833 DEVELOPMENT AND OPERATIONS OF AN INDEPENDENT LIVING FACILITY THAT PROVIDES MEMORY CARE SERVICES. 3703115 11610719 FUNDING ORGANIZATION AND MANAGEMENT SERVICES FOR RELATED ORGANIZATIONS: EISENBERG VILLAGE OF THE LOS ANGELES JEWISH HOME FOR THE AGING, GRANCELL VILLAGE OF THE LOS ANGELES JEWISH HOME FOR THE AGING, JHA GERIATRIC SERVICES, ANNENBERG SCHOOL OF NURSING AND BRANDMAN CENTERS FOR SENIOR CARE, INC. 23537757 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 1 180 0 1 252 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 21 21 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X CRYSTAL RUDITSKY 8187743336 7150 TAMPA AVENUE RESEDA CA 91335 A BERMAN CHAIR 2.00 0.00 X X 0 0 0 J GLASSMAN VICE CHAIR 2.00 0.00 X X 0 0 0 S GOOD VICE CHAIR 2.00 0.00 X X 0 0 0 D ROSETT SECRETARY / VICE CHAIR 2.00 2.00 X X 0 0 0 D SWARTZ IMM. PAST CHAIR 2.00 0.00 X 0 0 0 B APPLEBAUM MEMBER (FROM 8/29/24) 2.00 2.00 X 0 0 0 L BLANKSTEIN MEMBER 2.00 0.00 X 0 0 0 R BENDER MEMBER 2.00 0.00 X 0 0 0 J BRANDMAN MEMBER 2.00 6.00 X 0 0 0 J FRIEDMAN-RUDZKI MEMBER 2.00 4.00 X 0 0 0 L GRANOW MEMBER 2.00 0.00 X 0 0 0 I HALPERN MEMBER 2.00 0.00 X 0 0 0 R HIRSCH MEMBER 2.00 2.00 X 0 0 0 S HIRSCH WOHL MEMBER 2.00 0.00 X 0 0 0 M HESLOV MEMBER 2.00 0.00 X 0 0 0 Z KOSS MEMBER 2.00 4.00 X 0 0 0 G ORION MEMBER (FROM 12/23) 2.00 4.00 X 0 0 0 A PRICE MEMBER 2.00 0.00 X 0 0 0 M RUBIN MEMBER 2.00 4.00 X 0 0 0 J SEIDEL MEMBER 2.00 0.00 X 0 0 0 N THACKER MEMBER 2.00 0.00 X 0 0 0 DR E SCHNEIDER MEMBER (THRU 12/31/23) 2.00 0.00 X 0 0 0 D SUROWITZ CEO-PRESIDENT 30.00 13.00 X 893282 0 24832 N MARCO CMO 38.00 1.00 X 520275 0 32288 L STEPANIANS COO 38.00 4.00 X 454875 0 17967 C RUDITSKY CFO 30.00 13.00 X 347343 0 21845 C SLAVIN CHIEF PHILANTHROPY OFFICER 40.00 0.00 X 294635 0 22784 A ALDERMAN VP, HUMAN RESOURCES 38.00 2.00 X 299451 0 21969 T CARLSON COMPLIANCE OFFICER 40.00 0.00 X 299451 0 14180 H SABET DIRECTOR OF INFO SYSTEMS 40.00 0.00 X 248767 0 15402 L NUSSBAUM DIRECTOR OF FOUNTAINVIEW MARKETING 40.00 0.00 X 220100 0 22222 N AUTOLINO DIRECTOR OF ACCOUNTS RECEIVABLE 40.00 0.00 X 217858 0 22008 J MACKAY EXECUTIVE DIRECTOR OF GONDA 40.00 0.00 X 210439 0 16974 J SCHULTZ DIRECTOR OF PAYROLL 20.00 0.00 X 207812 0 34537 4214288 0 267008 33 0 1 0 EXPENSE CONSULTING LLC 811 BLUE HILLS AVENUE BLOOMFIELD CT 06002 CONSULTING SERVICES 1447998 UNIVERSAL PROTECTION SVC LP PO BOX 31001-2374 PASADENA CA 91110 SECURITY SERVICES 787286 MOSS ADAMS LLP PO BOX 101822 PASADENA CA 91189 AUDIT, TAX 363671 PLANTE & MORAN PLLC 16060 COLLECTIONS CENTER DRIVE CHICAGO IL 60693 HCAI ANNUAL REPORTING 261942 STATUS PROS LLC 3001 BISHOP DR STE 300 SAN RAMON CA 94583 SUBSCRIPTION SERVICES 189529 10 1637745 12025074 13662819 CCRC REVENUE 900099 18306833 18306833 FUNDING FROM RELATED ORGS 900099 6491088 6491088 SERVICE TO BCSC 900099 3473797 3473797 RENT FROM BCSC 900099 1447730 1447730 SERVICE TO HOSPICE 900099 198104 198104 29917552 1198243 4390 1193853 181972 1637745 130643 51329 51329 55561 55561 55561 44885504 29917552 4390 1300743 3265174 1407679 1540077 317418 14752089 6488659 6822146 1441284 257032 77594 163135 16303 2298388 892304 1364710 41374 1269206 509869 623620 135717 1161930 1161930 189750 189750 69236 69236 1713712 3280 1441046 269386 355549 520 332508 22521 1117176 142708 938320 36148 2332609 206756 2125853 1575782 1316293 196159 63330 116263 4108 105151 7004 150513 1094 84558 64861 3380839 215133 3165706 6379333 4154648 2224685 1439406 780359 659047 FUNDING TO RELATED ORGS 2421663 2421663 DIETARY AND FOOD SUPPLI 1893124 1893124 PURCHASED SERVICES 1554611 1374991 151922 27698 MATERIALS & SUPPLIES 896300 863155 31030 2115 2378293 783820 336517 1257956 50967978 23537757 23727106 3703115 8569443 9953623 6654547 5965238 17407221 16175983 108541 60676 811106 395675 203734085 55123743 154564831 148610342 13058645 15513139 43293595 44919761 244467929 241594437 57732507 64275433 149501333 156814479 91211697 85612419 7899205 6724556 20838547 15634683 327183289 329061570 X -127572106 -131065251 44856746 43598118 -82715360 -87467133 244467929 241594437 X -6082474 1277157 53544 X 0 1 X 1 0 X 12749584 11342064 14216080 20651872 13662819 72622419 12749584 11342064 14216080 20651872 13662819 72622419 24185859 48436560 303247 183156 227212 695149 1193853 2602617 132330 23044 55719 211093 437 146600 188783 55561 391381 75827510 116436874 0.63880 0.60200 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: SETTLEMENT OTHER INCOME - 2019 AMOUNT: $ 437. 2021 AMOUNT: $ 146,600. 2022 AMOUNT: $ 188,783. 2023 AMOUNT: $ 55,561. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 44856746 962267 99624 2320519 43598118 47170145 269967 76788 2660154 44856746 49842753 1085530 73015 3831153 47170145 59220268 -6347715 56080 3085880 49842753 60724340 2188772 33997 3726841 59220268 0.00000 0.33059 0.66942 0 0 21480859 21480859 154351825 32997528 121354297 26416911 21428677 4988234 1484490 697538 786952 148610342 FUNDS HELD BY TRUSTEE UNDER DEBT AGREEMENT 11028804 CHARITABLE REMAINDER TRUST RECEIVABLES 293430 ARTWORK 121042 DUE FROM RELATED PARTIES 33162037 DEPOSITS 29177 OTHER RECEIVABLES 152479 OPERATING LEASE (NET) 132792 44919761 ANNUITY OBLIGATIONS 1483482 OTHER 752818 OBLIGATION TO PROVIDE FUTURE SNF 393500 REFUNDABLE ENTRANCE FEES 5578708 CCRC ESCROW DEPOSITS 306733 LT ACCRUED COMP 6978791 OPERATING LEASE LIABILITY 140651 15634683 X PART V, LINE 4: ENDOWMENT FUNDS ARE USED TO SUPPORT OPERATIONS. PART X, LINE 2: WITH THE EXCEPTION OF THE IPA, LAJH IS EXEMPT FROM TAXATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 23701D OF THE CALIFORNIA REVENUE AND TAXATION CODE AND IS GENERALLY NOT SUBJECT TO FEDERAL OR STATE INCOME TAXES. HOWEVER, LAJH IS SUBJECT TO INCOME TAXES ON ANY NET INCOME THAT IS DERIVED FROM A TRADE OR BUSINESS, REGULARLY CARRIED ON, AND NOT IN FURTHERANCE OF THE PURPOSES FOR WHICH IT WAS GRANTED EXEMPTION. NO INCOME TAX PROVISION HAS BEEN RECORDED AS THE NET INCOME, IF ANY, FROM ANY UNRELATED TRADE OR BUSINESS, IN THE OPINION OF MANAGEMENT, IS NOT MATERIAL TO THE CONSOLIDATED FINANCIAL STATEMENTS TAKEN AS A WHOLE. LAJH RECOGNIZES THE TAX BENEFIT FROM UNCERTAIN TAX POSITIONS ONLY IF IT IS MORE-LIKELY-THAN-NOT THAT THE TAX POSITIONS WILL BE SUSTAINED ON EXAMINATION BY THE TAX AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFIT IS MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THERE WERE NO UNCERTAIN TAX POSITIONS AS OF AUGUST 31, 2024 OR 2023. SCH D PART V LINE 1B COLUMN (D): IN FISCAL YEAR 2021, THERE WAS A NEGATIVE ADJUSTMENT FOR CONTRIBUTIONS DUE TO THE RESTRUCTURING OF A PLEDGE. GUARDIANS SPECIAL EVENT 1356908 1221217 135691 109866 REFLECTIONS DINNER 346410 311769 34641 10000 6 116399 104759 11640 2500 8277 1819717 1637745 181972 12500 118143 130643 51329 X X X X X 0 0 0 0 0 0 0 1 0 D SUROWITZ CEO-PRESIDENT 725005 0 168277 0 0 0 5856 0 18976 0 918114 0 0 0 N MARCO CMO 451041 0 69234 0 0 0 9900 0 22388 0 552563 0 0 0 L STEPANIANS COO 394344 0 60531 0 0 0 9900 0 8067 0 472842 0 0 0 C RUDITSKY CFO 301122 0 46221 0 0 0 7614 0 14231 0 369188 0 0 0 A ALDERMAN VP, HUMAN RESOURCES 259602 0 39849 0 0 0 7788 0 14181 0 321420 0 0 0 C SLAVIN CHIEF PHILANTHROPY OFFICER 273357 0 21278 0 0 0 8201 0 14583 0 317419 0 0 0 T CARLSON COMPLIANCE OFFICER 259602 0 39849 0 0 0 0 0 14180 0 313631 0 0 0 H SABET DIRECTOR OF INFO SYSTEMS 248767 0 0 0 0 0 6899 0 8503 0 264169 0 0 0 J SCHULTZ DIRECTOR OF PAYROLL 207812 0 0 0 0 0 5167 0 29370 0 242349 0 0 0 L NUSSBAUM DIRECTOR OF FOUNTAINVIEW MARKETING 220100 0 0 0 0 0 6126 0 16096 0 242322 0 0 0 N AUTOLINO DIRECTOR OF ACCOUNTS RECEIVABLE 202417 0 15441 0 0 0 6015 0 15993 0 239866 0 0 0 J MACKAY EXECUTIVE DIRECTOR OF GONDA 210439 0 0 0 0 0 6266 0 10708 0 227413 0 0 0 PART I, LINE 7 ALL BONUSES PAID BY THE ORGANIZATION ARE DISCRETIONARY. A CA STATEWIDE COMMUNITIES DEVELOPMENT AUTHORITY 680164610 13080SXU3 2019-09-26 59324635 REFUND OUTSTANDING DEBT ISSUED 12/1/2003 0 0 0 B CA STATEWIDE COMMUNITIES DEVELOPMENT AUTHORITY 680164610 000000000 2019-08-08 16594304 SEE PART VI 0 0 0 A 11135000 59324635 2516077 916551 1511051 54396208 2008 1 0 1 1 B 2685000 16594304 653461 331886 450589 15158368 2003 1 0 1 1 A 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 A 0 0 0 1 0 0 0 0 0 B 0 0 0 1 0 0 0 0 0 A 0 B 0 DATE REBATE COMPUTATION PERFORMED ISSUER NAME: CA STATEWIDE COMMUNITIES DEVELOPMENT AUTHORITY DATE THE REBATE COMPUTATION WAS PERFORMED: 09/26/2019 ISSUER NAME: CA STATEWIDE COMMUNITIES DEVELOPMENT AUTHORITY DATE THE REBATE COMPUTATION WAS PERFORMED: 08/09/2019 FORM 990, PART VI, SECTION A, LINE 2 R HIRSCH AND S HIRSCH WOHL HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WILL BE REVIEWED BY THE VOTING MEMBERS OF THE BOARD OF DIRECTORS PRIOR TO SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION ANNUALLY RECEIVES A SIGNED CONFLICT OF INTEREST DISCLOSURE STATEMENT FROM EACH ACTIVE BOARD MEMBER AND OFFICER. THE DISCLOSURES ARE REVIEWED BY THE BOARD, AND IF NECESSARY, ARE FURTHER DISCUSSED UNTIL A DETERMINATION IS MADE AS TO WHETHER A CONFLICT OF INTEREST EXISTS. THE ORGANIZATION WILL TAKE APPROPRIATE ACTION, DEPENDENT ON THE OUTCOME OF THE ABOVE REFERENCED DISCUSSION, AND IF NECESSARY, THE INTERESTED PERSON WILL RECUSE THEMSELVES FROM THE DELIBERATIONS AND DECISIONS. FORM 990, PART VI, SECTION B, LINE 15 POLICY FOR DETERMINATION OF EXECUTIVE COMPENSATION, OFFICERS AND TOP MANAGEMENT INCLUDES REVIEWING COMPARABILITY DATA FROM NUMEROUS SALARY AND COMPENSATION SURVEYS AND THE FORM 990 DATA OF SIMILAR ORGANIZATIONS. THE COMPENSATION FOR TOP MANAGEMENT IS DETERMINED BY THE EXECUTIVE REVIEW COMMITTEE AND APPROVED BY THE FULL EXECUTIVE COMMITTEE OF THE BOARD. COMPENSATION IS REVIEWED FOR OFFICERS AND TOP MANAGEMENT ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: UNRELATED BUSINESS TAXABLE INCOME -4,390. OTHER CHANGES IN NET ASSETS 57,934. JHA WEST 16 LLC 7150 TAMPA AVENUE RESEDA CA 91335 263639876 CONTINUING CARE RETIREMENT COMMUNITY CA 18652170 177739045 LOS ANGELES JEWISH HOME FOR THE AGING JHA GERIATRIC SERVICES INC 7150 TAMPA AVE RESEDA CA 91335 954407317 CLINICAL AND HOSPICE SERVICES FOR THE ELDERLY CA 501(C)(3) 10 LOS ANGELES JEWISH HOME FOR THE AGING 1 EISENBERG VILLAGE OF THE LOS ANGELES JEWISH HOME FOR THE AGING 7150 TAMPA AVE RESEDA CA 91335 951691015 RESIDENTIAL CARE AND SKILLED NURSING FACILITY CA 501(C)(3) 10 LOS ANGELES JEWISH HOME FOR THE AGING 1 ANNENBERG SCHOOL OF NURSING 7150 TAMPA AVE RESEDA CA 91335 208449705 VOCATIONAL NURSE AND NURSE ASSISTANT EDUCATION CA 501(C)(3) 2 LOS ANGELES JEWISH HOME FOR THE AGING 1 GRANCELL VILLAGE OF THE LOS ANGELES JEWISH HOME FOR THE AGING 7150 TAMPA AVE RESEDA CA 91335 951831045 RESIDENTIAL CARE AND SKILLED NURSING FACILITY CA 501(C)(3) 10 LOS ANGELES JEWISH HOME FOR THE AGING 1 BRANDMAN CENTERS FOR SENIOR CARE INC 7150 TAMPA AVE RESEDA CA 91335 264023159 PROGRAM OF ALL-INCLUSIVE CARE FOR THE ELDERLY CA 501(C)(3) 10 LOS ANGELES JEWISH HOME FOR THE AGING 1 JEWISH HOME FOUNDATION 7150 TAMPA AVE RESEDA CA 91335 800927200 FUNDRAISING CA 501(C)(3) LINE 12A, I LOS ANGELES JEWISH HOME FOR THE AGING 1 BRANDMAN HEALTH PLAN 7150 TAMPA AVE RESEDA CA 91335 844235030 HEALTH CARE SERVICE PLAN CA 501(C)(4) LOS ANGELES JEWISH HOME FOR THE AGING 1 BRANDMAN RESEARCH INSTITUTE 7150 TAMPA AVE RESEDA CA 91335 954414031 GERONTOLOGICAL RESEARCH CA 501(C)(3) LINE 12A, I LOS ANGELES JEWISH HOME FOR THE AGING 1 CHARITABLE REMAINDER TRUSTS (54) TRUST MANAGEMENT CA N/A 0 0 0 0 1 1 0 0 0 0 1 0 1 1 1 1 1 1 1 1 ANNENBERG SCHOOL OF NURSING P 114103 FMV JHA GERIATRIC SERVICES P 5085516 FMV BRANDMAN CENTERS FOR SENIOR CARE INC P 2339607 FMV EISENBERG VILLAGE OF THE LOS ANGELES JEWISH HOME FOR THE AGING P 8606704 FMV GRANCELL VILLAGE OF THE LOS ANGELES JEWISH HOME FOR THE AGING P 668581 FMV BRANDMAN CENTERS FOR SENIOR CARE INC Q 1698859 FMV GRANCELL VILLAGE OF THE LOS ANGELES JEWISH HOME FOR THE AGING Q 17069855 FMV EISENBERG VILLAGE OF THE LOS ANGELES JEWISH HOME FOR THE AGING Q 2099764 FMV JHA GERIATRIC SERVICES Q 54482 FMV