JEWISH HOME: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- JEWISH HOME (EIN 94-0545320)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2016-05-16
- IRS object ID
- 201621389349300827
- Schema version
- 2013v4.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule H
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-16T00:00:00-05:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910189318 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 SECOND STREET SUITE 900 | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94105 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 940545320 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEBREW HOME FOR AGED DISABLED | BusinessNameLine1 |
| Business Name Line2 | DBA JEWISH HOME OF SAN FRANCISCO | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HEBR | BusinessNameControlTxt |
| Phone | 4153342500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 302 SILVER AVENUE | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 941121510 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANIEL RUTH | PersonNm |
| Person Title | PRESIDENT AND CEO | PersonTitleTxt |
| Phone | 4153342500 | PhoneNum |
| Signature | 2016-05-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LINDSEY PARNELL | PreparerPersonNm |
| PTIN | P00546853 | PTIN |
| Phone | 4159561500 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEWISH HOME OF SAN FRANCISCO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DANIEL RUTH | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 302 SILVER AVENUE | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 941121510 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $46,570,114 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.JHSF.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1871 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | 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 JEWISH TRADITION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 773 | TotalEmployeeCnt |
| Total Volunteers | 173 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,353,094 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,883,137 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $56,807,953 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $41,317,929 | CYProgramServiceRevenueAmt |
| PY Investment Income | $6,164 | PYInvestmentIncomeAmt |
| CY Investment Income | $5,288 | CYInvestmentIncomeAmt |
| PY Other Revenue | $341,201 | PYOtherRevenueAmt |
| CY Other Revenue | $210,614 | CYOtherRevenueAmt |
| PY Total Revenue | $62,508,412 | PYTotalRevenueAmt |
| CY Total Revenue | $46,416,968 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $44,649,123 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $38,165,531 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $203,930 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $26,501,813 | PYOtherExpensesAmt |
| CY Other Expenses | $27,650,718 | CYOtherExpensesAmt |
| PY Total Expenses | $71,150,936 | PYTotalExpensesAmt |
| CY Total Expenses | $65,816,249 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$8,642,524 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$19,399,281 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $125,953,405 | TotalAssetsBOYAmt |
| Total Assets EOY | $133,875,979 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $49,949,985 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $71,220,268 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $76,003,420 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $62,655,711 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O.THE ORGANIZATION IS A LICENSED SKILLED NURSING FACILITY SPECIALIZING IN PROGRAMS, SERVICES, AND CARE FOR OLDER ADULTS. THE ORGANIZATION IS A NINE-ACRE COMPREHENSIVE SENIOR CARE CENTER WITH FIVE DISTINCT BUILDINGS, SERVING MORE THAN 420 RESIDENTS WITH DIVERSE CARE NEEDS, AND PROVIDING REHABILITATION SERVICES TO NUMEROUS OTHERS SEEKING SHORT-TERM CARE STAYS. OUR MISSION IS TO BECOME A REGIONAL RESOURCE AS AN INTEGRAL PART OF A CONTINUUM OF CARE THROUGHOUT THE BAY AREA THAT PROVIDES SENIOR ADULTS WITH A VARIETY OF LIFE ENRICHING PROGRAMS AND SERVICES THAT ARE ACCESSIBLE, PROMOTE INDIVIDUAL DIGNITY, ENCOURAGE INDEPENDENCE, CONNECT THEM TO THEIR COMMUNITY, AND REFLECT THE SOCIAL, CULTURAL, AND SPIRITUAL VALUES OF JEWISH TRADITION. NON-RESIDENTIAL CARE IS OFFERED THROUGH THE HOME'S SHORT-TERM AND REHABILITATION SERVICES UNIT (STARS) AND ACUTE PSYCHIATRIC SERVICES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $52,094,005 | ExpenseAmt |
| Revenue | $41,317,929 | RevenueAmt |
| Desc | SEE SCHEDULE OTHE ORGANIZATION PROVIDES LONG-TERM CARE, SHORT- TERM REHABILITATION, AND ACUTE PSYCH CARE SERVICES. IT PROVIDES PROFESSIONAL AND COMPREHENSIVE PROGRAMS THAT INCLUDE PERSONAL AND HEALTH CARE TO RESIDENTS IN ITS OVER 400-BED FACILITY. IN THE CURRENT FISCAL YEAR, THE ORGANIZATION SERVED AN AVERAGE OF 348 RESIDENTS A DAY. THERE WERE 77 NEW ADMISSIONS FOR LONG-TERM CARE, 922 SHORT-TERM CARE PATIENTS AND 136 PATIENTS THAT REQUIRED ACUTE PSYCH HOSPITALIZATION. THE ORGANIZATION IS A LICENSED SKILLED NURSING FACILITY SPECIALIZING IN PROGRAMS, SERVICES, AND CARE FOR OLDER ADULTS. THE ORGANIZATION IS A NINE-ACRE COMPREHENSIVE SENIOR CARE CENTER WITH FIVE DISTINCT BUILDINGS SERVING MORE THAN 400 RESIDENTS WITH DIVERSE CARE NEEDS, AND PROVIDING REHABILITATION SERVICES TO NUMEROUS OTHERS SEEKING SHORT-TERM CARE STAYS. | Desc |
| Total Program Service Expenses | $52,094,005 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | Yes (1) | OperateHospitalInd |
| Audited Financial Stmt Att | Yes (1) | AuditedFinancialStmtAttInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (1) | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 77 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 773 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VICTOR MEINKE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4155622690 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 302 SILVER AVENUE | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94112 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| BRIAN PERLMAN | |||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JORDAN SILLS | |||||||||
| TRUSTEE (THROUGH 10/13) | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MATTHEW SLEPIN | |||||||||
| TRUSTEE, SECRETARY | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| JEFFREY STEIN | |||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD BAUM | |||||||||
| TRUSTEE, CHAIR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| MICHAEL EISLER | |||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| HOWARD FINE | |||||||||
| TRUSTEE, TREASURER | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| ALEX GERSZNOWICZ | |||||||||
| TRUSTEE | 2.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| STEPHAN KRIEGER | |||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SUSAN LOWENBERG | |||||||||
| TRUSTEE (THROUGH 9/13) | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID LOWI | |||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ALEX MANN | |||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JACK MUNSON | |||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DANIEL RUTH | |||||||||
| PRESIDENT AND CEO | 23.90 | 7.30 | $0 | $538,530 | $178,257 | Yes (X) | |||
| VICTOR MEINKE | |||||||||
| CFO | 20.00 | 8.00 | $0 | $229,267 | $36,857 | Yes (X) | |||
| SANDRA SIMON | |||||||||
| CHIEF ADMINISTRATIVE OFFICER | 40.00 | 0.00 | $213,236 | $0 | $51,090 | Yes (X) | |||
| ELLIOTT STEIN | |||||||||
| MEDICAL DIRECTOR | 8.00 | 0.00 | $209,730 | $0 | $537 | Yes (X) | |||
| EDWIN CABIGAO | |||||||||
| CHIEF NURSING OFFICER | 32.00 | 0.00 | $190,402 | $0 | $9,291 | Yes (X) | |||
| SHERIE KOSHOVER | |||||||||
| CHIEF ADVANCEMENT OFFICER | 33.80 | 6.00 | $0 | $214,778 | $94,135 | Yes (X) | |||
| BARBARA KAMHOLZ | |||||||||
| CHIEF OF GERIATRIC PSYCHIATRY | 40.00 | 0.00 | $169,998 | $0 | $5,082 | Yes (X) | |||
| MARIO LEMAY | |||||||||
| DIRECTOR UTILIZATION MANAGEMENT | 40.00 | 0.00 | $165,027 | $0 | $10,580 | Yes (X) | |||
| JANICE B SCHWARTZ | |||||||||
| RESEARCH DIRECTOR | 40.00 | 0.00 | $145,415 | $0 | $36,517 | Yes (X) | |||
| CARINA MA | |||||||||
| PHARMACIST | 40.00 | 0.00 | $146,660 | $0 | $10,755 | Yes (X) | |||
| MARK FRIEDLANDER | |||||||||
| ADMINISTRATOR | 40.00 | 0.00 | $134,557 | $0 | $13,472 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,375,025 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $982,575 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $446,573 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 30 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ONR INC | |||||
| 1101 S CAPITAL OF TEXAS HWY BLDG G | AUSTIN | TX | 78746 | REHAB CONTRACT SERVICE | $2,301,758 |
| ECOLOGICALLY SOUND MED SERVICES | |||||
| 1865 N MACARTHUR DRIVE | TRACY | CA | 95376 | MEDICAL SUPPLY | $879,322 |
| BIRITE FOODSERVICE | |||||
| 123 S HILL DRIVE | BRISBANE | CA | 94105 | RESIDENT FOOD SVCS | $780,128 |
| ANGELICA | |||||
| PO BOX 84677 | LOS ANGELES | CA | 90084 | LAUNDRY SERVICE | $759,991 |
| LITTLER MENDELSON PC | |||||
| 650 CALIFORNIA STREET | SAN FRANCISCO | CA | 94108 | LEGAL | $341,799 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 22 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $4,883,137 | AllOtherContributionsAmt |
| Noncash Contributions | $50,867 | NoncashContributionsAmt |
| Total Contributions | $4,883,137 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PATIENT SERVICE | Desc |
| Business | 623000 | BusinessCd |
| Total Revenue Column | $41,317,929 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $41,317,929 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $41,317,929 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,288 | TotalRevenueColumnAmt |
| Exclusion | $5,288 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $129,363 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $153,146 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$23,783 | TotalRevenueColumnAmt |
| Exclusion | -$23,783 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| SHARED FACILITY REIMB. | 900099 | $168,000 | $168,000 |
| PARKING REVENUE | 900099 | $44,985 | $44,985 |
| MISCELLANEOUS REVENUE | 900099 | $21,412 | $21,412 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $234,397 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $46,416,968 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $41,317,929 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $215,902 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $700,088 | TotalAmt |
| Program Services | $700,088 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,247,667 | TotalAmt |
| Program Services | $27,957,406 | ProgramServicesAmt |
| Management And General | $116,765 | ManagementAndGeneralAmt |
| Fundraising | $173,496 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,472,391 | TotalAmt |
| Program Services | $14,186 | ProgramServicesAmt |
| Management And General | $1,458,205 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,612,112 | TotalAmt |
| Program Services | $828,025 | ProgramServicesAmt |
| Management And General | $4,785,173 | ManagementAndGeneralAmt |
| Fundraising | -$1,086 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,133,273 | TotalAmt |
| Program Services | $2,113,376 | ProgramServicesAmt |
| Management And General | $7,580 | ManagementAndGeneralAmt |
| Fundraising | $12,317 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,255,730 | TotalAmt |
| Management And General | $5,255,730 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $594,151 | TotalAmt |
| Program Services | $101,036 | ProgramServicesAmt |
| Management And General | $493,115 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $105,465 | TotalAmt |
| Management And General | $105,465 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,532,032 | TotalAmt |
| Program Services | $5,976,852 | ProgramServicesAmt |
| Management And General | $544,577 | ManagementAndGeneralAmt |
| Fundraising | $10,603 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,056 | TotalAmt |
| Program Services | $5,102 | ProgramServicesAmt |
| Management And General | $94,922 | ManagementAndGeneralAmt |
| Fundraising | $32 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,434,464 | TotalAmt |
| Program Services | $2,088,978 | ProgramServicesAmt |
| Management And General | $339,388 | ManagementAndGeneralAmt |
| Fundraising | $6,098 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $132,644 | TotalAmt |
| Management And General | $132,644 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,778,278 | TotalAmt |
| Program Services | $1,629,981 | ProgramServicesAmt |
| Management And General | $146,910 | ManagementAndGeneralAmt |
| Fundraising | $1,387 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,042 | TotalAmt |
| Program Services | $45,369 | ProgramServicesAmt |
| Management And General | $565 | ManagementAndGeneralAmt |
| Fundraising | $108 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,507,709 | TotalAmt |
| Program Services | $2,507,709 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,847,830 | TotalAmt |
| Program Services | $2,847,830 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $562,280 | TotalAmt |
| Program Services | $562,280 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| WRITEOFF PRECONSTRUCT. | $2,135,776 | $2,135,776 | |
| MEDICAL SUPPLIES | $1,818,579 | $1,818,579 | |
| REPAIRS AND MAINTENANCE | $507,904 | $507,756 | $148 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $291,778 | TotalAmt |
| Program Services | $253,676 | ProgramServicesAmt |
| Management And General | $37,127 | ManagementAndGeneralAmt |
| Fundraising | $975 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,816,249 | TotalAmt |
| Program Services | $52,094,005 | ProgramServicesAmt |
| Management And General | $13,518,314 | ManagementAndGeneralAmt |
| Fundraising | $203,930 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,617 | BOYAmt |
| EOY | $17,582 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,605,824 | BOYAmt |
| EOY | $8,606,850 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,210,882 | BOYAmt |
| EOY | $1,002,611 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,077,945 | BOYAmt |
| EOY | $11,543,493 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $800,000 | BOYAmt |
| EOY | $800,000 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $320,021 | BOYAmt |
| EOY | $396,535 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $427,194 | BOYAmt |
| EOY | $423,895 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $104,778,000 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $51,658,080 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,862,160 | BOYAmt |
| EOY | $53,119,920 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,631,762 | BOYAmt |
| EOY | $57,965,093 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $125,953,405 | BOYAmt |
| EOY | $133,875,979 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,879,995 | BOYAmt |
| EOY | $9,244,409 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $700,000 | BOYAmt |
| EOY | $600,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,369,990 | BOYAmt |
| EOY | $61,375,859 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,949,985 | BOYAmt |
| EOY | $71,220,268 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,157,552 | BOYAmt |
| EOY | $43,821,478 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,813,851 | BOYAmt |
| EOY | $11,394,377 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,032,017 | BOYAmt |
| EOY | $7,439,856 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,003,420 | BOYAmt |
| EOY | $62,655,711 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $125,953,405 | BOYAmt |
| EOY | $133,875,979 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$19,399,281 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $6,051,572 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,672,721 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,467,323 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,236,762 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,353,094 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,883,137 | CurrentTaxYearAmt |
| Total | $44,613,037 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,672,721 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,467,323 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,236,762 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,353,094 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,883,137 | CurrentTaxYearAmt |
| Total | $44,613,037 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,614,496 | SubstantialContributorsTotAmt |
| Public Support Total170 | $41,998,541 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $18,564 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,640 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,906 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,164 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,288 | CurrentTaxYearAmt |
| Total | $36,562 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $334,797 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $225,856 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $286,206 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $234,399 | CurrentTaxYearAmt |
| Total | $1,081,258 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $45,730,857 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $272,380,870 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.91840 | PublicSupportCY170Pct |
| Public Support PY170 | 0.95790 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part IV Form990ScheduleAPartIVGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | SETTLEMENT INCOME - 2010 AMOUNT: $ 200,000. PARKING REVENUE - 2010 AMOUNT: $ 62,237. 2011 AMOUNT: $ 52,321. 2012 AMOUNT: $ 52,122. 2013 AMOUNT: $ 44,985. REIMBURSEMENTS FOR SHARED FACILITIES - 2010 AMOUNT: $ 56,000. 2011 AMOUNT: $ 168,000. 2012 AMOUNT: $ 168,000. 2013 AMOUNT: $ 168,000. ALL OTHER REVENUE - 2010 AMOUNT: $ 16,560. 2011 AMOUNT: $ 5,535. 2012 AMOUNT: $ 66,084. 2013 AMOUNT: $ 21,414. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $51,016 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $51,016 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | LOBBYING THE STATE REPRESENTATIVES THRU CHA ON THE STATES PLANNED REDUCTION IN MEDICAL RATES THAT WOULD NEGATIVELY IMPACT THE ORGANIZATION. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $41,023,535 | BeginningYearBalanceAmt |
| Contributions | $275,075 | ContributionsAmt |
| Investment Earnings Or Losses | $5,978,748 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $37,228,916 | OtherExpendituresAmt |
| End Year Balance | $10,048,442 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $37,738,914 | BeginningYearBalanceAmt |
| Contributions | $168,831 | ContributionsAmt |
| Investment Earnings Or Losses | $3,820,790 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $705,000 | OtherExpendituresAmt |
| End Year Balance | $41,023,535 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $37,446,593 | BeginningYearBalanceAmt |
| Contributions | $561,020 | ContributionsAmt |
| Investment Earnings Or Losses | $401,301 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $670,000 | OtherExpendituresAmt |
| End Year Balance | $37,738,914 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $32,381,562 | BeginningYearBalanceAmt |
| Contributions | $689,786 | ContributionsAmt |
| Investment Earnings Or Losses | $5,010,245 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $635,000 | OtherExpendituresAmt |
| End Year Balance | $37,446,593 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $29,666,200 | BeginningYearBalanceAmt |
| Contributions | $122,775 | ContributionsAmt |
| Investment Earnings Or Losses | $3,192,587 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $600,000 | OtherExpendituresAmt |
| End Year Balance | $32,381,562 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.25960 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.74040 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $90,849 | OtherCostOrOtherBasisAmt |
| Book Value | $90,849 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $80,003,652 | OtherCostOrOtherBasisAmt |
| Depreciation | $38,089,843 | DepreciationAmt |
| Book Value | $41,913,809 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $16,785,245 | OtherCostOrOtherBasisAmt |
| Depreciation | $12,149,275 | DepreciationAmt |
| Book Value | $4,635,970 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,898,254 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,418,962 | DepreciationAmt |
| Book Value | $6,479,292 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $53,119,920 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| BENEFICIAL INTEREST IN JHSLF | $51,131,210 |
| TRUSTEE ACCOUNTS | $5,430,374 |
| OTHER ASSETS | $20,639 |
| INTEREST IN NET ASSETS - JHSLF | $1,382,870 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $57,965,093 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)
| DescDesc | AmtAmt |
|---|---|
| DERIVATIVE FINANCIAL INSTRUMENTS | $351,015 |
| RESIDENTS' TRUST ACCOUNT | $84,794 |
| LOANS PAYABLE FROM JHSLF | $41,980,000 |
| PROVISIONS PAYABLE | $18,741,148 |
| DUE TO JSLG | $178,358 |
| DUE TO FDN | $40,544 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $61,375,859 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $52,668,549 | TotalRevEtcAuditedFinclStmtAmt |
| Other Revenue | $6,251,581 | OtherRevenueAmt |
| Revenue Not Reported | $6,251,581 | RevenueNotReportedAmt |
| Revenue Subtotal | $46,416,968 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $46,416,968 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $65,969,396 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $153,147 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $153,147 | ExpensesNotReportedAmt |
| Expenses Subtotal | $65,816,249 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $65,816,249 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. AS REQUIRED BY ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA, NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. |
| PART X, LINE 2: | U.S. GAAP REQUIRES THE ORGANIZATION TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE APPLICABLE TAX AUTHORITY. THE ORGANIZATION HAS REVIEWED ITS TAX POSITIONS FOR ALL OPEN TAX 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: | DECREASE IN VALUE OF SPLIT INTEREST AGREEMENTS -41,593. INCREASE IN BENEFICIAL INTEREST IN JEWISH HOME 5,978,748. UNREALIZED GAIN ON DERIVATIVE FINANCIAL INSTRUMENT 133,147. IMPUTED INTEREST ON OTHER RECEIVABLES 28,132. COST OF GOODS SOLD 153,147. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 153,147. |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Assistance Policy | Yes (1) | FinancialAssistancePolicyInd |
| Written Policy | Yes (1) | WrittenPolicyInd |
| All Hospitals Policy | Yes (X) | AllHospitalsPolicyInd |
| FPG Reference Free Care | Yes (1) | FPGReferenceFreeCareInd |
| Percent100 | Yes (X) | Percent100Ind |
| FPG Reference Discounted Care | Yes (1) | FPGReferenceDiscountedCareInd |
| Percent350 | Yes (X) | Percent350Ind |
| Free Care Medically Indigent | Yes (1) | FreeCareMedicallyIndigentInd |
| Financial Assistance Budget | Yes (1) | FinancialAssistanceBudgetInd |
| Expenses Exceed Budget | 0 | ExpensesExceedBudgetInd |
| Annual Community Bnft Report | Yes (1) | AnnualCommunityBnftReportInd |
| Report Publically Available | Yes (1) | ReportPublicallyAvailableInd |
Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $474,832 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $474,832 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00720 | TotalExpensePct |
Unreimbursed Medicaid UnreimbursedMedicaidGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $23,930,846 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $19,949,993 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $3,980,853 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.06050 | TotalExpensePct |
Total Financial Assistance Typ TotalFinancialAssistanceTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $24,405,678 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $19,949,993 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $4,455,685 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.06770 | TotalExpensePct |
Research ResearchGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $58,770 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $58,770 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00090 | TotalExpensePct |
Total Other Benefits TotalOtherBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $58,770 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $58,770 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00090 | TotalExpensePct |
Total Community Benefits TotalCommunityBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $24,464,448 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $19,949,993 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $4,514,455 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.06860 | TotalExpensePct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | Yes (1) | BadDebtExpenseReportedInd |
| Bad Debt Expense | $596,240 | BadDebtExpenseAmt |
| Bad Debt Expense Attributable | $20,940 | BadDebtExpenseAttributableAmt |
| Reimbursed By Medicare | $15,176,584 | ReimbursedByMedicareAmt |
| Cost Of Care Reimbursed By Medcr | $13,657,724 | CostOfCareReimbursedByMedcrAmt |
| Medicare Surplus Or Shortfall | $1,518,860 | MedicareSurplusOrShortfallAmt |
Costing Methodology Used CostingMethodologyUsedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost To Charge Ratio | Yes (X) | CostToChargeRatioInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | Yes (1) | WrittenDebtCollectionPolicyInd |
| Financial Assistance Prvsn | Yes (1) | FinancialAssistancePrvsnInd |
| Hospital Facilities | 1 | HospitalFacilitiesCnt |
Hospital Facilities HospitalFacilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 1 | FacilityNum |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ACUTE PSYCHIATRIC HOSPITAL | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 302 SILVER AVENUE | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94112 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Licensed Hospital | Yes (X) | LicensedHospitalInd |
| Other | NONE | OtherDesc |
Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp
Hospital Facility Name HospitalFacilityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ACUTE PSYCHIATRIC HOSPITAL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 1 | FacilityNum |
| CHNA Conducted | Yes (1) | CHNAConductedInd |
| Community Definition | Yes (X) | CommunityDefinitionInd |
| Community Demographics | Yes (X) | CommunityDemographicsInd |
| Existing Resources | Yes (X) | ExistingResourcesInd |
| How Data Obtained | Yes (X) | HowDataObtainedInd |
| Community Health Needs | Yes (X) | CommunityHealthNeedsInd |
| Other Health Issues | Yes (X) | OtherHealthIssuesInd |
| Community Hlth Needs Id Process | Yes (X) | CommunityHlthNeedsIdProcessInd |
| Consulting Process | Yes (X) | ConsultingProcessInd |
| CHNA Conducted | 12 | CHNAConductedYr |
| Take Into Account Others Input | Yes (1) | TakeIntoAccountOthersInputInd |
| CHNA Conducted With Other Fclts | Yes (1) | CHNAConductedWithOtherFcltsInd |
| CHNA Report Widely Available | Yes (1) | CHNAReportWidelyAvailableInd |
| Rpt Available On Own Website | Yes (X) | RptAvailableOnOwnWebsiteInd |
| Own Website URL | HTTP://JHSF.ORG/ABOUT-COMMUNITY-BENEFIT.H | OwnWebsiteURLTxt |
| Rpt Available Upon Request | Yes (X) | RptAvailableUponRequestInd |
| Adopt Implementation Strategy | Yes (X) | AdoptImplementationStrategyInd |
| Prioritize Services | Yes (X) | PrioritizeServicesInd |
| All Needs Addressed | Yes (1) | AllNeedsAddressedInd |
| Organization Incur Excise Tax | 0 | OrganizationIncurExciseTaxInd |
| Elig Criteria Explained | Yes (1) | EligCriteriaExplainedInd |
| FPG Used Deter Elig Free Care | Yes (1) | FPGUsedDeterEligFreeCareInd |
| FPG Family Incm Lmt Free Care | 100.000000000000 | FPGFamilyIncmLmtFreeCarePct |
| FPG Used Determ Elig Dscnt Care | Yes (1) | FPGUsedDetermEligDscntCareInd |
| FPG Family Incm Lmt Dscnt Care | 350.000000000000 | FPGFamilyIncmLmtDscntCarePct |
| Explained Basis | Yes (1) | ExplainedBasisInd |
| Income Level | Yes (X) | IncomeLevelInd |
| Asset Level | Yes (X) | AssetLevelInd |
| Insurance Status | Yes (X) | InsuranceStatusInd |
| Medicaid Medicare | Yes (X) | MedicaidMedicareInd |
| State Regulation | Yes (X) | StateRegulationInd |
| App Financial Asst Expln | Yes (1) | AppFinancialAsstExplnInd |
| Includes Publicity Measures | Yes (1) | IncludesPublicityMeasuresInd |
| Posted On Website | Yes (X) | PostedOnWebsiteInd |
| Attached To Invoice | Yes (X) | AttachedToInvoiceInd |
| Posted In Emergency Room | Yes (X) | PostedInEmergencyRoomInd |
| Posted In Admission Office | Yes (X) | PostedInAdmissionOfficeInd |
| Provided On Admission | Yes (X) | ProvidedOnAdmissionInd |
| Available On Request | Yes (X) | AvailableOnRequestInd |
| FAP Actions On Nonpayment | Yes (1) | FAPActionsOnNonpaymentInd |
| Permit Lawsuit | Yes (X) | PermitLawsuitInd |
| Permit Lien On Residence | Yes (X) | PermitLienOnResidenceInd |
| Permit Other Actions | Yes (X) | PermitOtherActionsInd |
| Collection Activities | Yes (1) | CollectionActivitiesInd |
| Other Actions | Yes (X) | OtherActionsInd |
| FAP Notified Upon Admission | Yes (X) | FAPNotifiedUponAdmissionInd |
| FAP Notified All Patients | Yes (X) | FAPNotifiedAllPatientsInd |
| Documented Elig Determination | Yes (X) | DocumentedEligDeterminationInd |
| Nondis Emergency Care Policy | 0 | NondisEmergencyCarePolicyInd |
| No Emergency Care | Yes (X) | NoEmergencyCareInd |
| Other Method Used | Yes (X) | OtherMethodUsedInd |
| Amounts Generally Billed | 0 | AmountsGenerallyBilledInd |
| Gross Charges | 0 | GrossChargesInd |
Supplemental Information SupplementalInformationGrp (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| ACUTE PSYCHIATRIC HOSPITAL | PART V, SECTION B, LINE 3: NEEDS ASSESSMENTTHE ORGANIZATION IS A MEMBER OF BUILDING A HEALTHIER SAN FRANCISCO (BHSF), A COLLABORATION OF SAN FRANCISCO HOSPITALS, THE DEPARTMENT OF PUBLIC HEALTH, UNITED WAY, HUMAN SERVICES PROVIDERS, PHILANTHROPIC FOUNDATIONS, AND NUMEROUS COMMUNITY-BASED ORGANIZATIONS. BHSF IS COMMITTED TO WORKING TOWARD IMPROVING THE HEALTH STATUS OF ALL PEOPLE IN SAN FRANCISCO. TO THAT END, BHSF NEEDS ASSESSMENT PROCESS UTILIZES THE BEST SECONDARY DATA AVAILABLE ON SELECTED INDICATORS OF THE HEALTH OR CONDITIONS AFFECTING THE WELL-BEING OF SAN FRANCISCO'S POPULATION AND SUBPOPULATIONS, AND SEEKS FEEDBACK AND INPUT FROM THE COMMUNITY TO GUIDE THE ASSESSMENT AND DIRECT THE CALL TO ACTION. THE ONGOING RESULTS OF THIS ONGOING ASSESSMENT ARE AVAILABLE AT THEIR WEBSITE: HTTP://WWW.SFHIP.ORG/INDEX.PHP?MODULE=ARTICLE&FUNC=COLLECTION&CID=3 |
| ACUTE PSYCHIATRIC HOSPITAL | PART V, SECTION B, LINE 4: THE JEWISH HOME HAS PARTNERED WITH THE HOSPITAL COUNCIL OF NORTHERN AND CENTRAL CALIFORNIA AND OTHER HOSPITAL FACILITIES IN CONDUCTING ITS MOST RECENT CHNA. THESE OTHER HOSPITAL FACILITIES ARE AS FOLLOWS:CALIFORNIA PACIFIC MEDICAL CENTERCHINESE HOSPITAL OF SAN FRANCISCOKAISER PERMANENTE HOSPITALLAGUNA HONDA HOSPITAL AND REHABILITATION CENTERSAINT FRANCIS MEMORIAL HOSPITALST. MARY'S MEDICAL CENTERUCSF MEDICAL CENTERVA MEDICAL CENTER SAN FRANCISCOFURTHER INFORMATION ON THESE FACILITIES MAY BE FOUND ON THE WEBSITEHTTP://WWW.SFHIP.ORG/ AND SELECTING THE HOSPITAL COUNCIL OF NORTHERN AND CENTRAL CALIFORNIA FROM THE LIST OF SPONSORS. |
| ACUTE PSYCHIATRIC HOSPITAL | PART V, SECTION B, LINE 16E: PHONE CALLS, EMAILS, LETTERS |
| ACUTE PSYCHIATRIC HOSPITAL | PART V, SECTION B, LINE 17E: PHONE CALLS, EMAILS, LETTERS |
| ACUTE PSYCHIATRIC HOSPITAL | PART V, SECTION B, LINE 20D: MEDI-CAL STATE RATE |
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 NOT INCLUDED AS 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. THE ORGANIZATION FOLLOWS HFMA STATEMENT 15 AND THEREFORE NO PART OF BAD DEBT, AS DEFINED BY STATEMENT 15, REPRESENTS AMOUNTS ATTRIBUTABLE TO PATIENTS ELIGIBLE TO RECEIVE FINANCIAL ASSISTANCE. |
| PART III, LINE 3: | COST-TO-CHARGE RATIO METHOD WAS USED. |
| PART III, LINE 4: | THE AUDITED FINANCIAL STATEMENTS DO NOT CONTAIN A FOOTNOTE THAT DESCRIBES BAD DEBT EXPENSE. THE AUDITED FINANCIAL STATEMENTS CONTAIN A FOOTNOTE DESCRIBING PATIENT SERVICE REVENUES AND CHARITY CARE WHICH READS AS FOLLOWS: PATIENT SERVICE REVENUES ARE RECORDED ON THE ACCRUAL BASIS IN THE PERIOD SERVICES ARE PROVIDED AT ESTABLISHED RATES REGARDLESS OF WHETHER COLLECTION IN FULL IS ANTICIPATED. CONTRACTUAL ALLOWANCES AND THE PROVISION FOR UNCOLLECTIBLE ACCOUNTS ARE REPORTED AS DEDUCTIONS FROM PATIENT SERVICE REVENUES. CONTRACTUAL ALLOWANCES INCLUDE DIFFERENCES BETWEEN ESTABLISHED BILLING RATES AND AMOUNTS ESTIMATED BY MANAGEMENT AS PAYABLE UNDER VARIOUS CONTRACTUAL ARRANGEMENTS IN EFFECT, INCLUDING THOSE WITH THE MEDICARE AND MEDI-CAL PROGRAMS. ESTIMATION DIFFERENCES BETWEEN FINAL SETTLEMENTS AND AMOUNTS ACCRUED IN PREVIOUS YEARS ARE REPORTED AS ADJUSTMENTS TO THE CURRENT YEAR'S CONTRACTUAL ALLOWANCES. THE ORGANIZATION ACCEPTS RESIDENTS OF THE SAN FRANCISCO BAY AREA WHO MEET CERTAIN HEALTHCARE REQUIREMENTS REGARDLESS OF THEIR ABILITY TO PAY. A RESIDENT IS CLASSIFIED AS A CHARITY RESIDENT BY REFERENCE TO ESTABLISHED POLICIES OF THE ORGANIZATION. THE ORGANIZATION DOES NOT PURSUE COLLECTION OF AMOUNTS DETERMINED TO QUALIFY AS CHARITY CARE BASED ON THESE ESTABLISHED POLICIES. ESSENTIALLY, THESE POLICIES DEFINE CHARITY SERVICES AS THOSE SERVICES FOR WHICH LESSER OR NO PAYMENT IS ANTICIPATED. CHARITY CARE IS INCLUDED IN GROSS PATIENT SERVICE REVENUE AND A CORRESPONDING ALLOWANCE IS REFLECTED IN DETERMINING NET PATIENT SERVICE REVENUE. THE AMOUNT OF CHARITY CARE PROVIDED, DETERMINED ON THE BASIS OF COST, WAS $20,940 FOR THE YEAR ENDED JUNE 30, 2014. THE ORGANIZATION ESTIMATES THE COST OF PROVIDING CHARITY CARE USING THE RATIO OF AVERAGE PATIENT CARE COST TO GROSS CHARGES, AND THEN APPLYING THAT RATIO TO THE GROSS UNCOMPENSATED CHARGES ASSOCIATED WITH PROVIDING CHARITY CARE. |
| 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: | 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. THE ORGANIZATION FOLLOWS HFMA STATEMENT 15 AND THEREFORE NO PART OF BAD DEBT, AS DEFINED BY STATEMENT 15, REPRESENTS AMOUNTS ATTRIBUTABLE TO PATIENTS ELIGIBLE TO RECEIVE FINANCIAL ASSISTANCE. THE AUDITED FINANCIAL STATEMENTS DO NOT CONTAIN A FOOTNOTE THAT DESCRIBES BAD DEBT EXPENSE. THE AUDITED FINANCIAL STATEMENTS CONTAIN A FOOTNOTE DESCRIBING PATIENT SERVICE REVENUES AND CHARITY CARE WHICH READS AS FOLLOWS: PATIENT SERVICE REVENUES ARE RECORDED ON THE ACCRUAL BASIS IN THE PERIOD SERVICES ARE PROVIDED AT ESTABLISHED RATES REGARDLESS OF WHETHER COLLECTION IN FULL IS ANTICIPATED. CONTRACTUAL ALLOWANCES AND THE PROVISION FOR UNCOLLECTIBLE_ ACCOUNTS ARE REPORTED AS DEDUCTIONS FROM PATIENT SERVICE REVENUES. CONTRACTUAL ALLOWANCES INCLUDE DIFFERENCES BETWEEN ESTABLISHED BILLING RATES AND AMOUNTS ESTIMATED BY MANAGEMENT AS PAYABLE UNDER VARIOUS CONTRACTUAL ARRANGEMENTS IN EFFECT, INCLUDING THOSE WITH THE MEDICARE AND MEDI-CAL PROGRAMS. ESTIMATION DIFFERENCES BETWEEN FINAL SETTLEMENTS AND AMOUNTS ACCRUED IN PREVIOUS YEARS ARE REPORTED AS ADJUSTMENTS TO THE CURRENT YEAR'S CONTRACTUAL ALLOWANCES. THE HOME ACCEPTS RESIDENTS OF THE SAN FRANCISCO BAY AREA WHO MEET CERTAIN REQUIREMENTS REGARDLESS OF THEIR ABILITY TO PAY. A RESIDENT IS CLASSIFIED AS A CHARITY RESIDENT BY REFERENCE TO ESTABLISHED POLICIES OF THE HOME. ESSENTIALLY, THESE POLICIES DEFINE CHARITY SERVICES AS THOSE SERVICES FOR WHICH LESSER PAYMENT IS ANTICIPATED. CHARITY CARE IS INCLUDED IN GROSS PATIENT SERVICE REVENUE AND A CORRESPONDING ALLOWANCE IS REFLECTED IN DETERMINING NET PATIENT SERVICE REVENUE. |
| PART VI, LINE 2: | NEEDS ASSESSMENTTHE ORGANIZATION IS A MEMBER OF BUILDING A HEALTHIER SAN FRANCISCO (BHSF), A COLLABORATION OF SAN FRANCISCO HOSPITALS, THE DEPARTMENT OF PUBLIC HEALTH, UNITED WAY, HUMAN SERVICES PROVIDERS, PHILANTHROPIC FOUNDATIONS, AND NUMEROUS COMMUNITY-BASED ORGANIZATIONS. BHSF IS COMMITTED TO WORKING TOWARD IMPROVING THE HEALTH STATUS OF ALL PEOPLE IN SAN FRANCISCO. TO THAT END, BHSF NEEDS-ASSESSMENT PROCESS UTILIZES THE BEST SECONDARY DATA AVAILABLE ON SELECTED INDICATORS OF THE HEALTH OR CONDITIONS AFFECTING THE WELL-BEING OF SAN FRANCISCO'S POPULATION AND SUBPOPULATIONS, AND SEEKS FEEDBACK AND INPUT FROM THE COMMUNITY TO GUIDE THE ASSESSMENT AND DIRECT THE CALL TO ACTION. THE ONGOING RESULTS OF THIS ONGOING ASSESSMENT ARE AVAILABLE AT THEIR WEBSITE: HTTP://WWW.SFHIP.ORG/INDEX.PHP? MODULE=ARTICLE&FUNC=COLLECTION&CID=3 |
| PART VI, LINE 3: | PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCEA 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: | COMMUNITY INFORMATIONTHE 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. |
| PART VI, LINE 5: | PROMOTION OF COMMUNITY HEALTHTHE 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. 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, CALIF. (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 |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DANIEL RUTH | ||||||||||||||
| PRESIDENT AND CEO | $0 | $538,530 | $0 | $0 | $0 | $0 | $0 | $127,241 | $0 | $51,016 | $0 | $716,787 | $0 | $0 |
| VICTOR MEINKE | ||||||||||||||
| CFO | $0 | $216,767 | $0 | $12,500 | $0 | $0 | $0 | $7,072 | $0 | $29,785 | $0 | $266,124 | $0 | $0 |
| SANDRA SIMON | ||||||||||||||
| CHIEF ADMINISTRATIVE OFFICER | $200,736 | $0 | $12,500 | $0 | $0 | $0 | $10,802 | $0 | $40,288 | $0 | $264,326 | $0 | $0 | $0 |
| ELLIOTT STEIN | ||||||||||||||
| MEDICAL DIRECTOR | $209,730 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $537 | $0 | $210,267 | $0 | $0 | $0 |
| EDWIN CABIGAO | ||||||||||||||
| CHIEF NURSING OFFICER | $175,820 | $0 | $12,500 | $0 | $2,082 | $0 | $3,608 | $0 | $5,683 | $0 | $199,693 | $0 | $0 | $0 |
| SHERIE KOSHOVER | ||||||||||||||
| CHIEF ADVANCEMENT OFFICER | $0 | $191,136 | $0 | $12,500 | $0 | $11,142 | $0 | $79,055 | $0 | $15,080 | $0 | $308,913 | $0 | $0 |
| BARBARA KAMHOLZ | ||||||||||||||
| CHIEF OF GERIATRIC PSYCHIATRY | $169,998 | $0 | $0 | $0 | $0 | $0 | $4,000 | $0 | $1,082 | $0 | $175,080 | $0 | $0 | $0 |
| MARIO LEMAY | ||||||||||||||
| DIRECTOR UTILIZATION MANAGEMENT | $133,304 | $0 | $31,723 | $0 | $0 | $0 | $4,725 | $0 | $5,855 | $0 | $175,607 | $0 | $0 | $0 |
| JANICE B SCHWARTZ | ||||||||||||||
| RESEARCH DIRECTOR | $145,415 | $0 | $0 | $0 | $0 | $0 | $7,059 | $0 | $29,458 | $0 | $181,932 | $0 | $0 | $0 |
| CARINA MA | ||||||||||||||
| PHARMACIST | $146,660 | $0 | $0 | $0 | $0 | $0 | $5,121 | $0 | $5,634 | $0 | $157,415 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 4B | FormAndLineReferenceDesc |
| Explanation | DANIEL RUTH: CONTRIBUTION TO 457(F) PLAN $113,791 SHERIE KOSHOVER: CONTRIBUTION TO 457(F) PLAN $66,063 | ExplanationTxt |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DANIEL RUTH | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship With Org | CEO/PRESIDENT | RelationshipWithOrgTxt |
| Loan Purpose | PART V | LoanPurposeTxt |
| Loan From Organization | Yes (X) | LoanFromOrganizationInd |
| Original Principal | $800,000 | OriginalPrincipalAmt |
| Balance Due | $800,000 | BalanceDueAmt |
| Default | 0 | DefaultInd |
| Board Or Committee Approval | Yes (1) | BoardOrCommitteeApprovalInd |
| Written Agreement | Yes (1) | WrittenAgreementInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $800,000 | TotalBalanceDueAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE L, PART II, COLUMN C | FormAndLineReferenceDesc |
| Explanation | COMPENSATION PACKAGE | ExplanationTxt |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $50 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $50 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COST OF DONATED PROPERTY | MethodOfDeterminingRevenuesTxt |
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $5,660 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COST OF DONATED PROPERTY | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $45,045 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV ON DATE OF TRANSFER | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $62 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COST OF DONATED PROPERTY | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 8 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | CENTER FOR CAR DONATIONS, 1445 NW PORTLAND AVE., BEND, OR 97701. THEY HANDLE THE TRANSACTION WHENEVER ANYONE WISHES TO DONATE A MOTOR VEHICLE. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | A COPY OF THE FORM 990 IS PROVIDED TO ALL BOARD OF TRUSTEES PRIOR TO FILING. 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 AND PRINCIPAL OFFICER OF THE ORGANIZATION AND EACH 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 WRITIEN OR ORAL REQUEST. THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE UPON REQUEST. |
| 990, PART VII, COMPENSATION | HOURS FOR DANIEL RUTH AND VICTOR MEINKE MAY APPEAR LOW DUE TO EXCLUSION OF HOURS DEVOTED TO ORGANIZATIONS IN THE GROUP THAT DON'T MEET THE IRS DEFINITION OF "RELATED." |
| FORM 990, PART XI, LINE 9: | DECREASE IN VALUE OF SPLIT INTEREST AGREEMENTS -41,593. INCREASE IN BENEFICIAL INTEREST IN JEWISH HOME 5,978,748. UNREALIZED GAIN ON DERIVATIVE FINANCIAL INSTRUMENT 133,147. IMPUTED INTEREST ON OTHER RECEIVABLES 28,132. BOOK/TAX DIFFERENCE IN FUNCTIONAL EXPENSES -46,862. |
| ADDITIONAL INFORMATION REGARDING AMENDED FORM 990: | WE ARE AMENDING THE 990 TO ATTACH THE FINALIZED/ISSUED AUDITED FINANCIAL STATEMENTS FOR THE YEAR ENDED JUNE 30, 2014 IN ACCORDANCE WITH THE INSTRUCTIONS TO IRS FORM 990. THE AUDITED FINANCIAL STATEMENTS FOR THE YEAR ENDED JUNE 30, 2014 HAD NOT YET BEEN FINALIZED/ISSUED AT THE TIME ORIGINAL RETURN WAS FILED. WE ARE ALSO AMENDING FORM 990, PAGE 11, PART X - BALANCE SHEET, LINES 27-29, COLUMNS A AND B FOR UNRESTRICTED, TEMPORARILY RESTRICTED, AND PERMANENTLY RESTRICTED NET ASSETS PER AUDIT ADJUSTMENTS. ADDITIONALLY, WE ARE AMENDING PAGE 2, SCHEDULE D, PART V, ENDOWMENT FUNDS FOR LINE 1E, COLUMN A, PER AUDIT ADJUSTMENT. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| JEWISH SENIOR LIVING GROUP | ||||||||||
| 302 SILVER AVENUE | SAN FRANCISCO | CA | 94112 | 800291740 | SEE PART VII | CA | 501(C)(3) | 11A | N/A | 0 |
| BAY AREA JEWISH SENIOR LIFE | ||||||||||
| 302 SILVER AVENUE | SAN FRANCISCO | CA | 94112 | 455092344 | SEE PART VII | CA | 501(C)(3) | 11A | N/A | 0 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARITABLE REMAINDER TRUSTS (3) | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | HOLDING CO | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART II, LINE 1, COL (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, LINE 2, COL (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. |