2018-04-16T17:06:27-05:00 2017-06-30 910189318 Moss Adams LLP 101 Second Street Suite 900 San Francisco CA 94105 990 2016-07-01 940545320 Hebrew Home for Aged Disabled HEBR 4153342500 302 Silver Avenue San Francisco CA 941121510 Victor Meinke CFO 4153342500 2018-04-16 1 Joua V Lo P01225144 4159561500 2018-03-27 12.129.7.100 2018-04-16 15:30:39 PD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 5029E8FD9FE66385FA59B177B15FCADA276E8E0F 2016 2021-01-29 14:40:06Z San Francisco Campus for Jewish Living Daniel Ruth 302 Silver Avenue San Francisco CA 941121510 81943353 0 X http://sfcjl.org X 1871 CA WE ARE A LICENSED NURSING HOME 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. 12 12 735 140 0 0 42390660 13461638 69972850 67612709 26056 -27702 415501 690842 112805067 81737487 0 0 0 0 37719830 39786015 4127 0 249024 26370395 28074320 64094352 67860335 48710715 13877152 154756566 301216046 18858114 151061396 135898452 150154650 X Enriching the quality of life of older adults. 0 0 58718712 67612709 See Schedule OTHE ORGANIZATION PROVIDES LONG-TERM CARE, SHORT-TERM REHABILITATION, AND ACUTE PSYCHIATRIC CARE SERVICES. IT PROVIDES PROFESSIONAL AND COMPREHENSIVE PROGRAMS THAT INCLUDE PERSONAL AND HEALTH CARE TO RESIDENTS IN ITS OVER 374-BED FACILITY. IN THE CURRENT FISCAL YEAR, THE ORGANIZATION SERVED AN AVERAGE OF 353 RESIDENTS A DAY. THERE WERE 68 NEW ADMISSIONS FOR LONG-TERM CARE, 1,533 SHORT-TERM CARE PATIENTS AND 180 PATIENTS THAT REQUIRED ACUTE PSYCHIATRIC HOSPITALIZATION. THE ORGANIZATION IS A LICENSED SKILLED NURSING FACILITY SPECIALIZING IN PROGRAMS, SERVICES, AND CARE FOR OLDER ADULTS. THE ORGANIZATION IS AN 8-ACRE COMPREHENSIVE SENIOR CARE CENTER WITH FIVE DISTINCT BUILDINGS SERVING MORE THAN 360 RESIDENTS WITH DIVERSE CARE NEEDS, AND PROVIDING REHABILITATION SERVICES TO NUMEROUS OTHERS SEEKING SHORT-TERM CARE STAYS. 58718712 1 1 0 0 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 1 0 0 0 0 1 1 0 0 0 1 86 0 1 735 1 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X VICTOR MEINKE 4155622690 302 silver avenue san francisco CA 94112 X Richard Baum Trustee, Chair/Immed. Past Chair 2.00 0.00 X X 0 0 0 Howard Fine Trustee, Chair (start 1/26/2017) 2.00 0.00 X X 0 0 0 Sophie Sharp Trustee, Secretary 2.00 0.00 X X 0 0 0 David Lowi Trustee, Treasurer (start 1/26/2017) 2.00 0.00 X X 0 0 0 James Davis Trustee 2.00 0.00 X 0 0 0 Michael Eisler Trustee 2.00 0.00 X 0 0 0 Steven Fayne Trustee 2.00 0.00 X 0 0 0 Alex Mann Trustee 2.00 0.00 X 0 0 0 Jack Muson Trustee 2.00 0.00 X 0 0 0 Brian Perlman Trustee 2.00 0.00 X 0 0 0 Lynn Sedway Trustee 2.00 0.00 X 0 0 0 Howard Zack Trustee 2.00 0.00 X 0 0 0 Daniel Ruth President and CEO 24.00 12.00 X 0 668196 159555 Victor Meinke Chief Financial Officer 18.00 4.00 X 0 293058 13962 Mark Friedlander Exec Director, Nursing Home Admin 40.00 0.00 X 199003 0 11482 Sherie Koshover Chief Advancement Officer 24.00 4.00 X 0 256526 45534 Kathy Burkle Chief Information Officer 32.00 4.00 X 0 256299 7144 Kevin Hogan Chief Operating Officer 20.00 8.00 X 0 230856 18329 Edwin Cabigao Chief Nursing Officer 40.00 0.00 X 220354 0 6200 Elliott Stein Medical Director, APU 8.00 0.00 X 209731 0 588 Mario Lemay Director of Utilization Management 40.00 0.00 X 181519 0 11001 Sharon Bernal Nurse Practitioner 40.00 0.00 X 149805 0 6200 Zenaida Cura Assistant Director, Nursing 40.00 0.00 X 148589 0 15045 Daniel Hoebeke Sr. Dev. & Gift Planning Officer 24.00 0.00 X 146889 0 5278 Ran Malool Director, Facilities 40.00 0.00 X 139868 0 14826 1395758 1704935 315144 30 0 1 0 ACCLAIM PROFESSIONAL HEALTHCARE LLC 4340 Redwood Highway A14 San Rafael CA 94903 Sitter service 127509 DEBORAH ELIAS CANTU 6792 Sims Drive Oakland CA 94611 Consulting Service 108706 2 13461638 383826 13461638 Net Patient Serv. Rev. 623000 67612709 67612709 67612709 2638 2638 20000 50340 -30340 -30340 -30340 134309 155526 -21217 -21217 Miscellaneous Rev. 900099 453547 453547 Shared Facility Reimb. 900099 168000 168000 Cafeteria 722210 78071 78071 12441 12441 712059 81737487 67612709 0 663140 X 609238 609238 29917007 29619447 143475 154085 818744 810684 3886 4174 6194613 6134199 29130 31284 2246413 2229676 6269 10468 16943 16943 80852 80852 15696500 8304126 7392261 113 93887 93843 44 3222037 2800975 414443 6619 2014267 1748473 265794 83865 83865 525163 357111 168052 2684093 2415684 241568 26841 661644 661644 Med./Nursing Supplies 2110970 2110970 Licenses and Taxes 191661 191661 Dues and Fees 136598 136178 420 Recreational Activities 42169 42169 513671 462612 36083 14976 67860335 58718712 8892599 249024 21986 30617 14779307 8511388 12100974 12000513 15604133 10100716 800000 800000 405994 148900 2595785 2627092 126595955 59933009 56503573 66662946 95259 0 51849555 200333874 154756566 301216046 6016794 5426389 400000 300000 56369 56369 133108376 12384951 12170262 18858114 151061396 X 76286514 79735199 52047082 61854595 7564856 8564856 135898452 150154650 154756566 301216046 X 13877152 379046 X 0 1 X 1 0 X 5353094 4883137 15152450 42390660 13461638 81240979 5353094 4883137 15152450 42390660 13461638 81240979 10235970 71005009 6164 5288 4341 3351 2638 21782 286206 234399 300619 425681 712059 1958964 83221725 321040821 0.85320 0.86040 X Schedule A, Part II, Line 10, Explanation of Other Income: parking revenue - 2012 Amount: $ 52,122. 2013 Amount: $ 44,985. 2014 Amount: $ 50,186. 2015 Amount: $ 25,597. 2016 Amount: $ 12,441. Reimbursements for Shared Facilities - 2012 Amount: $ 168,000. 2013 Amount: $ 168,000. 2014 Amount: $ 168,000. 2015 Amount: $ 168,000. 2016 Amount: $ 168,000. All Other Revenue - 2012 Amount: $ 66,084. 2013 Amount: $ 21,414. 2014 Amount: $ 82,433. 2015 Amount: $ 232,084. 2016 Amount: $ 531,618. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10534341 1000000 1130567 12664908 10566044 -31703 10534341 10048442 125000 392602 10566044 41023535 275075 5978748 37228916 10048442 37738914 168831 3820790 705000 41023535 0.00000 0.67630 0.32370 1 0 90849 90849 83720528 43781044 39939484 17621262 14272953 3348309 25163316 1879012 23284304 66662946 Beneficial interest in JHSLF 17124799 Split Interest Agreements 5368318 Other Assets 15453 INTEREST IN NET ASSETS OF JHSLF 41666338 Due from Related Parties 182008 Unspent Bond Proceeds Held by Trustee 134298595 Capitalized Interest from Bonds 1678363 200333874 Resident's Trust Fund Liabilities 252896 Due to RELATED PARTIES 11917366 12170262 X 82302399 1464555 1464555 80837844 899643 899643 81737487 68046201 185866 185866 67860335 0 67860335 Part V, Line 4: THE ORGANIZATION'S ENDOWMENT ASSETS CONSIST OF FUNDS ESTABLISHED TO GENERATE OPERATING SUPPORT TO THE ORGANIZATION AND CAPITAL CAMPAIGN FUNDS WHICH THE BOARD OF TRUSTEES MAY USE TO REPAY THE PRINCIPAL PORTION OF THE CONSTRUCTION DEBT AND INCLUDES ACCUMULATED EARNINGS THEREON THAT HAVE NOT YET BEEN EXPENDED. Part X, Line 2: 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 25,918. CHANGE IN BENEFICIAL INTEREST IN JHSLF 1,438,637. Part XI, Line 4b - Other Adjustments: Loss on Sale of Asset -30,340. Cost of Goods Sold -155,526. SMP Campaign Contributions 1,085,509. Part XII, Line 2d - Other Adjustments: Loss on Sale of Asset 30,340. Cost of Goods Sold 155,526. 1 1 X 1 X 1 X 1 1 0 1 1 445658 445658 0.00660 46248319 38197823 8050496 0.11860 46693977 38197823 8496154 0.12520 134888 134888 0.00200 134888 134888 0.00200 46828865 38197823 8631042 0.12720 1 450095 25768 15844006 14034484 1809522 X 1 1 1 1 Hebrew Home for Aged Disabled 302 silver avenue san francisco CA 94112 http://jhsf.org 220000224 X Acute Psychiatric Hospital Hebrew Home for Aged Disabled 1 0 0 1 X X X X X X X X X 15 1 1 0 1 X http://jhsf.org/about-community-benefit.htm# X 1 16 1 http://jhsf.org/about-community-benefit.htm# 0 1 X 100.000000000000 350.000000000000 X X X 1 1 X X X 1 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: The organization is a member of the San Francisco Health Improvement Plan (SFHIP), which consists of non-profit hospital partner members who collaborated together to complete the 2016 San Francisco Community Health Needs Assessment.The goals of the community engagement component of the CHNA were to: (i) identify San Franciscan's health priorities, especially those of vulnerable populations, (ii) obtain data on populations for which there was little quantitative data, (iii) build relationships between the community and SFHIP, and (iv) meet the regulatory requirements, including the IRS rules for charitable 501(c)(3) Hospitals, Public Health Accreditation Board requirements for San Francisco Health Department, and the San Francisco Planning Code requirements for a Health Care Services Master Plan.SFHIP worked with community partners to co-host community meetings with target populations. Such community partners include: Advancing Justice of the Asian Law Caucus, African American Art and Cultural Center, Asociacion Mayab, CARECEN, Filipino American Development Foundation, Instituto Familiar de la Raza, Larkin Street Youth, LGBT Center, Native American Health Center, On Lok 30th Street Senior Center, Swords to Plowshares, and Trasitions Clinic. Target populations were selected based on four factors: (1) the population has known health disparities, (2) little information describing the health of the population was available, (3) the population was not included in a recent health assessment, and (4) the population was reachable through an existing community group.When possible, SFHIP joined existing meetings in an effort to increase efficiency and facilitate participation by residents. The main question asked of participants in these meetings was "What actions can we take--including residents, community groups, and SFHIP--to improve health"? Participants were also asked about the assets and barriers which exist in their communities regarding health.In total, 127 participants attended 11 meetings between July 1st and October 2nd, 2015. Participants came from a wide variety of backgrounds. The ethnic group with the largest representation in the meetings were Latino (23%), Black/African American (15%), White (17%), and Asian (12%). Other self-reported ethnicities included Arab, Filipino, Jewish, Middle Eastern, and Native American. The majority of participants were female (59%). Hebrew Home for Aged Disabled Part V, Section B, Line 6a: HEBREW HOME FOR THE AGED DISABLED CONDUCTED ITS MOST RECENT CHNA IN CONJUNCTION WITH THE SAN FRANCISCO HEALTH IMPROVEMENT PLAN, WHICH INCLUDES THE FOLLOWING NON-PROFIT HOSPITAL PARTNER MEMBERS: SAINT FRANCIS MEMORIAL HOSPITAL, ST. MARY'S MEDICAL CENTER, SUTTER HEALTH CALIFORNIA PACIFIC MEDICAL CENTER, AND KAISER PERMANENTE SAN FRANCISCO. Hebrew Home for Aged Disabled Part V, Section B, Line 11: THE JEWISH HOME HAS A 140-PLUS-YEAR HISTORY OF COMMUNITY BENEFIT TO THE ELDERLY POPULATION OF THE BAY AREA. OBJECTIVES TO CONTINUE THIS HISTORY OF SERVICE ARE A PRINCIPAL PART OF THE HOME'S ORGANIZATIONAL PHILOSOPHY AND STRATEGIC PLANNING INITIATIVES. SPECIFIC ACTIVITIES TO ADDRESS COMMUNITY BENEFITS INCLUDE:-PLANNING TO REVITALIZE THE JEWISH HOME'S CAMPUS INTO A MODEL OF CARE THAT WILL BENEFIT MORE OLDER ADULTS IN THE BAY AREA (INCLUDING THE FRAIL AND VULNERABLE), ADDRESS URGENT SOCIETAL CHALLENGES (SUCH AS THE HUGE WAVE OF BABY BOOMERS REACHING RETIREMENT AGE), AND HELP SUSTAIN THE JEWISH HOME'S CHARITABLE MISSION BY BEING FINANCIALLY VIABLE. THIS DEVELOPMENT OF FINANCIALLY SUSTAINABLE FACILITIES, SERVICES, AND PROGRAMS WILL SERVE AND SUPPORT A BROADER CROSS-SECTION OF OLDER ADULTS RESIDING ON THE JEWISH HOME'S CAMPUS, OR IN THEIR OWN HOMES AND THE COMMUNITY.-EXPLORING COLLABORATIONS WITH ORGANIZATIONS WHOSE MISSIONS ARE SIMILAR TO THAT OF THE JEWISH HOME'S, WITH THE INTENT OF EXTENDING THE BREADTH OF CARE, PROGRAMS, AND SERVICES SO AS TO BETTER SERVE CONSTITUENT MEMBERS.-CONTINUING FUNDRAISING INITIATIVES TO ENSURE CONTINUED ABILITY TO SERVE THE FRAIL AND INDIGENT ELDERLY IN THE FUTURE.-COORDINATING WITH NEW AND ESTABLISHED RESIDENTIAL CARE FACILITIES AND PROGRAMS THROUGHOUT THE BAY AREA.-COORDINATING SERVICES AMONG OTHER JEWISH-SPONSORED ORGANIZATIONS.-DEVELOPING PROGRAMS AS THE NEEDS OF RESIDENTS CHANGE.-AS PART OF THE JEWISH SENIOR LIVING GROUP NETWORK, WORKING COLLABORATIVELY TO FURTHER DEVELOP A BROAD AND INTEGRATED NETWORK OF SENIOR LIVING COMMUNITIES, PROGRAMS, AND SERVICES IN THE BAY AREA.THE BOARD OF TRUSTEES OF THE JEWISH HOME IS COMMITTED TO ITS LONG TRADITION OF SERVICE TO THE ENTIRE COMMUNITY AND, IN PARTICULAR, THE UNDERSERVED. IT WILL CONTINUE TO IDENTIFY AND PLAN FOR NEEDS AS THE AGES AND DEMOGRAPHICS OF BOTH MEMBERS OF THE COMMUNITY AND THE HOME'S POPULATION UNDERGO GROWTH AND CHANGE. Hebrew Home for Aged Disabled Part V, Section B, Line 13b: Medicaid/Medicare, State Regulation Part V, Section B, Lines 16a, 16b, 16c, and 16i: As of the end of the tax year, the organization did not have the financial assistance policy (FAP), FAP Application, or a plain language summary of the FAP posted on its website. The organization is currently in the process of getting these documetns posted. Additionally, the organization is also in the process of translating these documents into primary languages spoken by the LEP population. 1 1 - Hebrew Home for Aged Disabled 302 Silver Avenue San Francisco CA 94112 Skilled Nursing Facility and Rehabilitation Center Part I, Line 7: COST TO CHARGE RATIOTHE COST TO CHARGE RATIO AS DETERMINED BY WORKSHEET 2 WAS USED TO CALCULATE THE AMOUNTS REPORTED ON LINE 7A AND 7B. THE COSTING METHODOLOGY USED ON LINE 7H WAS CALCULATED BASED ON ACTUAL COSTS FROM THE ORGANIZATION'S GENERAL LEDGER. 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 PART IX, LINE 25, COLUMN A. Part III, Line 2: UNCOLLECTED RESIDENT ACCOUNTS ARE ANALYZED BASED ON STANDARD PROCEDURES FOR ALL RESIDENT ACCOUNTS. THE RESULT OF THE ANALYSIS IS WHAT IS RECOGNIZED AS BAD DEBT EXPENSE. Part III, Line 3: Cost-to-charge ratio method Part III, Line 4: THE FOOTNOTES IN THE AUDITED FINANCIAL STATEMENTS THAT ADDRESS "PATIENT ACCOUNTS RECEIVABLE, NET", WHICH INCLUDES A DISCUSSION OF "ALLOWANCE FOR DOUBTFUL ACCOUNTS" CAN BE FOUND ON PAGES 9, 10, AND 23-24 OF THE AUDITED REPORT. THERE IS NO SEPARATE FOOTNOTE FOR 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 HOSPITAL'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: To identify the most significant health needs in San Francisco, the SFHIP steering committee, and SFHIP Community Health Needs Assessment Subcommittee (including representatives from SFCJL) met on October 8, and November 4th, 2015. Participants identified health needs through a multistep process. First participants reviewed data and information from the Community Health Status Assessment, the Assessment of Prior Assessments, and the Community Engagement, as well as the health priorities from the 2012 Community Health Improvement Plan. Then, using the Technology of Participation approach to consensus development, participants engaged in small group focused discussions about the data. Finally, participants developed consensus on the health needs. Throughout the process needs were screened using pre-established criteria. Through this process two foundational issues and seven health needs were identified. Foundational issues are needs which affect health at every level and must be addressed to improve health in San Francisco. The two foundational issues identified were: (i) economic barriers to health, and (ii) racial health inequities. The seven health needs identified were: (i) psychosocial health, (ii) healthy eating, (iii) safety and violence prevention, (iv) access to coordinated, culturally and linguistically appropriate services across the continuum, (v) housing stability/homelessness, (vi) substance abuse, and (vii) physical activity. Part VI, Line 3: A RESIDENT SERVICES COORDINATOR STAFF 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. Part VI, Line 4: THE ORGANIZATION SERVES THE MOST MEDICALLY/COGNITIVELY FRAIL, AS WELL AS FINANCIALLY INDIGENT ELDERS (82 PERCENT OF THE ORGANIZATION RESIDENTS ARE INDIGENT AND/OR MEDI-CAL RECIPIENTS WHO DO NOT PAY THE FULL COST OF CARE), WITH AN AVERAGE AGE OF 87. IT PROVIDES PROFESSIONAL AND COMPREHENSIVE PROGRAMS THAT INCLUDE PERSONAL AND HEALTH CARE TO THE ELDERLY WHO PRIMARILY RESIDE IN THE GREATER SAN FRANCISCO BAY AREA.SAN FRANCISCO IS THE CULTURAL AND COMMERCIAL CENTER OF THE BAY AREA AND IS THE ONLY CONSOLIDATED CITY AND COUNTY JURISDICTION IN CALIFORNIA. AT ROUGHLY 47 SQUARE MILES, IT IS THE SMALLEST COUNTY IN THE STATE, BUT IS THE MOST DENSELY POPULATED LARGE CITY IN CALIFORNIA AND THE SECOND MOST DENSELY POPULATED MAJOR CITY IN THE UNITED STATES. BETWEEN 2010 AND 2014, THE POPULATION OF SAN FRANCISCO GREW BY 5 PERCENT TO 845,602, OUTPACING POPULATION GROWTH IN CALIFORNIA. BY 2030, SAN FRANCISCO'S POPULATION IS EXPECTED TO TOTAL NEARLY 970,000.SAN FRANCISCO IS AN AGING POPULATION; THE PROPORTION OF SAN FRANCISCO'S POPULATION THAT IS 65 YEARS AND OLDER IS EXPECTED TO INCREASE FROM 13.7 PERCENT IN 2010 TO 19.9% IN 2030. THE PROPORTION OF THE POPULATION 75 YEARS AND OLDER WILL INCREASE FROM 6.9% TO 9.8%. AT THE SAME TIME, IT IS ESTIMATED THAT THE PROPORTION OF WORKING AGE RESIDENTS (25 TO 64 YEARS OLD) WILL DECREASE FROM 63 PERCENT IN 2010 TO 57.7 PERCENT IN 2030. THIS SHIFT COULD HAVE IMPLICATIONS FOR THE PROVISION OF SOCIAL SERVICES.CURRENTLY, ABOUT ONE THIRD OF SAN FRANCISCO'S POPULATION IS FOREIGN BORN AND 23 PERCENT OF RESIDENTS SPEAK A LANGUAGE OTHER THAN ENGLISH AT HOME AND SPEAK ENGLISH LESS THAN VERY WELL. Part VI, Line 5: THE ORGANIZATION IS INVOLVED IN NUMEROUS COMMUNITY BUILDING ACTIVITIES TO PROMOTE THE HEALTH AND WELL-BEING OF THE COMMUNITIES IT SERVES AS WELL AS TO PROVIDE TRAINING AND INTERNSHIP OPPORTUNITIES TO THE FUTURE CARETAKERS AND LEADERS OF THE COMMUNITIES. THE FOLLOWING IS A LIST OF SOME OF THOSE ACTIVITIES: THE ORGANIZATION'S STAFF ATTENDED AND PRESENTED IN CONFERENCES RELATED TO ISSUES ON THE CARE FOR THE ELDERLY; OVER THE PAST 39 YEARS, THE ORGANIZATION HAS PARTNERED WITH SAN FRANCISCO CITY COLLEGE IN OFFERING SEVERAL ADULT EDUCATION CLASSES TO THE GENERAL COMMUNITY--APPROXIMATELY 20 TO 25 STUDENTS ENROLL EACH SEMESTER IN THE CREATIVE ARTS CLASS; THE ORGANIZATION PARTNERS WITH LOCAL HIGH SCHOOLS THAT AIM TO INVOLVE YOUTH IN THEIR COMMUNITY BY ENCOURAGING THEM TO FULFILL NEEDS IN THEIR RESPECTIVE MILIEUS--MUTUAL GOALS INCLUDE THE PROMOTION OF CIVIC RESPONSIBILITY AND THE DEVELOPMENT OF LEADERSHIP SKILLS; STUDENTS FROM UNIVERSITY OF CALIFORNIA, SAN FRANCISCO, SAMUEL MERRITT COLLEGE, DOMINICAN UNIVERSITY, SAN JOSE STATE UNIVERSITY, AND SAN FRANCISCO STATE UNIVERSITY CONTINUE TO INTERN WITH THE ORGANIZATION'S PHYSICAL, OCCUPATIONAL, AND SPEECH THERAPISTS; THE ORGANIZATION REGULARLY OPENS ITS DOORS TO PROFESSIONAL ORGANIZATIONS AND COMMUNITY GROUPS, OFFERING THEM FREE MEETING SPACE, AND CONTINUING EDUCATION CREDITS; THE ORGANIZATION PARTNERS WITH LOCAL ORGANIZATIONS, FOSTERING DIALOGUE, COLLABORATIONS, AND ONGOING COMMUNICATIONS WITH ITS NEIGHBORS; GERIATRIC FELLOWS FROM THE HEBREW UNION COLLEGE-JEWISH INSTITUTE OF RELIGION IN LOS ANGELES, CA (IN COOPERATION WITH THE KALSMAN INSTITUTE ON JUDAISM AND HEALTH), AND HEBREW UNION COLLEGE-JEWISH INSTITUTE OF RELIGION (HUC-JIR) IN NEW YORK RECEIVE TRAINING AT THE ORGANIZATION; FOURTH-YEAR PHARMACY STUDENTS AT UCSF SPEND 12 HOURS A WEEK, IN 12-WEEK ROTATIONS, IN THE ORGANIZATION'S PHARMACY DEPARTMENT; THROUGH ITS AFFILIATION WITH THE ORGANIZATION, SIX TO SEVEN TOURO UNIVERSITY SCHOOL OF PHARMACY STUDENTS PER ACADEMIC YEAR RECEIVE A SIX-WEEK TRAINING IN LONG-TERM CARE PHARMACY--THEY LEARN HOW THE GERIATRIC PATIENT PROCESSES DRUGS DIFFERENTLY FROM A YOUNGER POPULATION, ARE EXPOSED TO HOW DRUGS ARE DISPENSED AND UTILIZED, AND GAIN AN UNDERSTANDING OF THIRD-PARTY PAYERS; THE ORGANIZATION COLLABORATES WITH THE SAN FRANCISCO JEWISH COMMUNITY CENTER TO PROVIDE HOT, NUTRITIOUS MEALS TO JEWISH SENIORS. Part VI, Line 7, Reports Filed With States CA X X X X 0 1 0 0 0 0 0 0 0 Daniel Ruth President and CEO 0 634756 0 0 0 33440 0 150462 0 9093 0 827751 0 0 Victor Meinke Chief Financial Officer 0 254808 0 38250 0 0 0 7764 0 6198 0 307020 0 0 Mark Friedlander Exec Director, Nursing Home Admin 165980 0 24750 0 8273 0 5282 0 6200 0 210485 0 0 0 Sherie Koshover Chief Advancement Officer 0 213844 0 31650 0 11032 0 44443 0 1091 0 302060 0 0 Kathy Burkle Chief Information Officer 0 219609 0 32138 0 4552 0 6729 0 415 0 263443 0 0 Kevin Hogan Chief Operating Officer 0 200856 0 30000 0 0 0 6000 0 12329 0 249185 0 0 Edwin Cabigao Chief Nursing Officer 187319 0 28573 0 4462 0 0 0 6200 0 226554 0 0 0 Elliott Stein Medical Director, APU 209731 0 0 0 0 0 0 0 588 0 210319 0 0 0 Mario Lemay Director of Utilization Management 158007 0 23512 0 0 0 4782 0 6219 0 192520 0 0 0 Sharon Bernal Nurse Practitioner 147874 0 0 0 1931 0 0 0 6200 0 156005 0 0 0 Zenaida Cura Assistant Director, Nursing 130558 0 10020 0 8011 0 3843 0 11202 0 163634 0 0 0 Daniel Hoebeke Sr. Dev. & Gift Planning Officer 139755 0 7134 0 0 0 4226 0 1052 0 152167 0 0 0 Ran Malool Director, Facilities 121510 0 18358 0 0 0 3601 0 11225 0 154694 0 0 0 Part I, Line 4b DANIEL RUTH: CONTRIBUTION TO 457(F) PLAN - $142,512 SHERIE KOSHOVER: CONTRIBUTION TO 457(F) PLAN - $37,895 A California Statewide Communities Development Authority 680164610 13080SPQ1 2016-11-29 142815660 Construction of Two New Residential Care Facility Buildings 0 0 0 A 142815660 2994157 2350849 1960461 2989850 7315735 127555457 0 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 1 0 0 1 0 0 0 1 A 1 Daniel Ruth President & CEO Part V X 800000 800000 0 1 1 800000 Schedule L, Part II, Column C Compensation Package X 1 369906 Fair Market Value X 2 4200 Cost of Donated Property X Entertainment/Sporting Event Vouchers 2 9000 Cost of Donated Prop X electronics 5 620 Fair Market Value X musical instruments 1 100 Fair Market Value 6 0 1 0 Part I, Column (b): The organization is reporting the number of contributions in Schedule M, Part I, Column (b). 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 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 AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. EACH TRUSTEE, PRINCIPAL OFFICER, AND MEMBER OF A COMMITTEE WITH BOARD-DELEGATED POWERS ANNUALLY SIGNS THE CONFLICT OF INTEREST STATEMENT AND DISCLOSURE FORM. THE BOARD OF TRUSTEES REVIEWS AND DETERMINES IF ANY CONFLICTS OF INTEREST EXIST AND TAKES THE APPROPRIATE ACTION AS OUTLINED IN THE ORGANIZATION'S CONFLICT OF INTEREST POLICY. Form 990, Part VI, Section B, line 15 THE COMPENSATION COMMITTEE REVIEWS AND APPROVES THE ANNUAL COMPENSATION PACKAGE FOR THE CHIEF EXECUTIVE OFFICER AND THE CHIEF FINANCIAL OFFICER BASED ON VARIOUS FACTORS SUCH AS: 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 EMPLOYMENT CONTRACT. THE CHIEF EXECUTIVE OFFICER REVIEWS AND APPROVES THE ANNUAL COMPENSATION FOR THE OTHER EXECUTIVE TEAM MEMBERS BASED ON VARIOUS FACTORS SUCH AS 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 AUDITED FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON WRITTEN OR ORAL REQUEST. THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE UPON REQUEST. 990, Part VII, Compensation Hours for Daniel Ruth, Victor Meinke, Sherrie Koshover, Kathy Burkle, Kevin Hogan, and Elliot Stein appear low as these individuals devote a portion of their time to affiliated organizations not related (by Form 990 definitions) to the Hebrew Home for Aged Disabled. Form 990, Part IX, line 11g Other professional fees: Program service expenses 144,265. Management and general expenses 227,760. Fundraising expenses 0. Total expenses 372,025. Contract Services: Program service expenses 8,159,861. Management and general expenses 7,164,501. Fundraising expenses 113. Total expenses 15,324,475. Form 990, Part XI, line 9: Change in Value of Split-Interest Agreements 25,918. Change in Beneficial Interest in JHSLF 1,438,637. SMP Campaign Contributions -1,085,509. Jewish Senior Living Group 302 Silver Avenue San Francisco CA 94112 800291740 See Part VII CA 501(c)(3) Line 12a, I N/A 0 Bay Area Jewish Senior Life 302 Silver Avenue San Francisco CA 94112 455092344 See Part VII CA 501(c)(3) Line 12a, I Jewish Senior Living Group 0 Charitable Remainder Trusts (3) Holding co CA N/A 1 0 0 0 0 1 0 0 0 0 1 0 1 1 1 1 0 1 0 0 PART II, COLUMN (B) JEWISH SENIOR LIVING GROUP PRIMARY ACTIVITY: TO PROMOTE THE PROVISION OF JEWISH LIVING SERVICES, FACILITIES AND AGING SERVICES IN NORTHERN CALIFORNIA BY PROVIDING SERVICES DESIGNED TO ASSIST THE SUPPORTED CHARITIES IN THEIR OWN OPERATIONS AND ASSIST WITH DEVELOPING NEW SERVICES AND FACILITIES IN THE AFFILIATED NETWORK. PART II, COLUMN (B) BAY AREA JEWISH SENIOR LIFE PRIMARY ACTIVITY: TO ASSIST THE SUPPORTED CHARITIES IN THEIR OWN OPERATIONS AND ASSIST WITH DEVELOPING NEW SERVICES AND FACILITIES IN THE AFFILIATED NETWORK.