SAN DIEGO HEBREW HOMES: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- SAN DIEGO HEBREW HOMES (EIN 95-1455284)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2015-11-10
- IRS object ID
- 201533149349302338
- Schema version
- 2014v5.0
- 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 D
- Schedule G
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-10T12:49:41-06:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 930623286 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AKT LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 312 S JUNIPER STREET SUITE 100 | AddressLine1Txt |
| City | ESCONDIDO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92025 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 951455284 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAN DIEGO HEBREW HOMES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SAND | BusinessNameControlTxt |
| Phone | 7606320081 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 211 SAXONY ROAD | AddressLine1Txt |
| City | ENCINITAS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92024 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRADLEY BLOSE | PersonNm |
| Person Title | VICE PRESIDENT FINANCE | PersonTitleTxt |
| Phone | 7606320081 | PhoneNum |
| Signature | 2015-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ELSA A ROMERO | PreparerPersonNm |
| PTIN | P00485021 | PTIN |
| Phone | 7607461560 | PhoneNum |
| Preparation | 2015-11-05 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | PAM FERRIS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 211 SAXONY ROAD | AddressLine1Txt |
| City | ENCINITAS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92024 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $20,722,031 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SEACRESTVILLAGE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1944 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE HOUSING AND HEALTH CARE SERVICES TO ELDERLY PERSONS WITHOUT REGARD FOR ABILITY TO PAY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 23 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 23 | VotingMembersIndependentCnt |
| Total Employee | 437 | TotalEmployeeCnt |
| Total Volunteers | 106 | TotalVolunteersCnt |
| Total Gross UBI | $548,649 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$43,128 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,566,143 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,818,272 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $18,235,921 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $18,785,903 | CYProgramServiceRevenueAmt |
| PY Investment Income | $84,371 | PYInvestmentIncomeAmt |
| CY Investment Income | $84,675 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$71,689 | PYOtherRevenueAmt |
| CY Other Revenue | -$118,571 | CYOtherRevenueAmt |
| PY Total Revenue | $19,814,746 | PYTotalRevenueAmt |
| CY Total Revenue | $20,570,279 | 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 | $10,958,386 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $11,723,099 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $505,015 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $8,959,493 | PYOtherExpensesAmt |
| CY Other Expenses | $9,217,046 | CYOtherExpensesAmt |
| PY Total Expenses | $19,917,879 | PYTotalExpensesAmt |
| CY Total Expenses | $20,940,145 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$103,133 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$369,866 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $37,748,139 | TotalAssetsBOYAmt |
| Total Assets EOY | $37,053,076 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,263,416 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,969,799 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $33,484,723 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $33,083,277 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROVIDE HOUSING AND HEALTH CARE SERVICES TO ELDERLY PERSONS WITHOUT REGARD FOR ABILITY TO PAY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $17,789,607 | ExpenseAmt |
| Revenue | $18,237,254 | RevenueAmt |
| Desc | PROVIDES FREE AND REDUCED-FEE CARE AND HOUSING TO QUALIFIED RESIDENTS. CHARITY IS PROVIDED THROUGHOUT ALL LEVELS OF CARE OFFERED BY SAN DIEGO HEBREW HOMES. CHARITABLE CARE IS MEASURED BASED ON DIRECT AND INDIRECT COSTS. THE TOTAL COST OF CHARITABLE CARE PROVIDED WAS APPROXIMATELY $2,261,000. | Desc |
| Total Program Service Expenses | $17,789,607 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | 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 | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | 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 | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| 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 | 0 | 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 | Yes (1) | 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 | 124 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 437 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | 23 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 23 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | 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 | 0 | 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 | BRADLEY BLOSE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7606320081 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 211 SAXONY ROAD | AddressLine1Txt |
| City | ENCINITAS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92024 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (28 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| ROBERT HAIMSOHN | |||||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| EARL ALTSHULER | |||||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| LEN GREGORY | |||||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| JEFFREY LIPINSKY | |||||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| JEFF PLATT | |||||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| LINDA BENNETT | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| HILDI BEYOR | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JONATHAN HALBERG | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| INGRAM CHODOROW | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MARY EPSTEN | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DAVE GILBERT | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| CAROL FOX | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOE PINCHMAN | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DENNIS LAVINE | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ANNE NAGORNER | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| STANLEY PAPPELBAUM MD | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| TEDDIE LEWIS PINCUS | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| LINDA PLATT | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| SHEARN PLATT | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN KASSAR | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| STEVEN STEINBERG MD | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| RICK VANN | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| CHARLES ROSEN | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| PAM FERRIS | |||||||||
| PRESIDENT/CEO | 40.00 | Yes (X) | $210,893 | $0 | $52,687 | 1.00 | |||
| BRADLEY BLOSE | |||||||||
| VICE PRESIDENT FINANCE | 40.00 | Yes (X) | $177,722 | $0 | $10,349 | 1.00 | |||
| ROBIN ISRAEL | |||||||||
| VP PHILATHROPY | 40.00 | $156,300 | $0 | $5,148 | Yes (X) | ||||
| KIMBERLY FUSON | |||||||||
| VP OPERATIONS | 40.00 | $141,626 | $0 | $4,965 | Yes (X) | ||||
| KATHRYN SANGER | |||||||||
| VP HUMAN RESOURCES | 40.00 | $131,503 | $0 | $4,378 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $818,044 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $77,527 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REHABCARE | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 503534 | AddressLine1Txt |
| City | ST LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 50353 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | THERAPY SERVICES | ServicesDesc |
| Compensation | $643,199 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $378,712 | FundraisingAmt |
| Related Organizations | $400,930 | RelatedOrganizationsAmt |
| All Other Contributions | $1,038,630 | AllOtherContributionsAmt |
| Noncash Contributions | $42,401 | NoncashContributionsAmt |
| Total Contributions | $1,818,272 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| RESIDENT SERVICES | 623000 | $18,207,254 | $18,207,254 | |
| MANAGEMENT SERVICES | 541900 | $578,649 | $30,000 | $548,649 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $18,785,903 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $84,675 | TotalRevenueColumnAmt |
| Exclusion | $84,675 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $33,181 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $378,712 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $151,752 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$118,571 | TotalRevenueColumnAmt |
| Exclusion | -$118,571 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $20,570,279 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $18,237,254 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $548,649 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$33,896 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $680,668 | TotalAmt |
| Program Services | $72,000 | ProgramServicesAmt |
| Management And General | $449,069 | ManagementAndGeneralAmt |
| Fundraising | $159,599 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,530,862 | TotalAmt |
| Program Services | $7,332,325 | ProgramServicesAmt |
| Management And General | $1,029,788 | ManagementAndGeneralAmt |
| Fundraising | $168,749 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $212,802 | TotalAmt |
| Program Services | $156,983 | ProgramServicesAmt |
| Management And General | $47,981 | ManagementAndGeneralAmt |
| Fundraising | $7,838 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,577,276 | TotalAmt |
| Program Services | $1,233,662 | ProgramServicesAmt |
| Management And General | $299,718 | ManagementAndGeneralAmt |
| Fundraising | $43,896 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $721,491 | TotalAmt |
| Program Services | $593,244 | ProgramServicesAmt |
| Management And General | $104,145 | ManagementAndGeneralAmt |
| Fundraising | $24,102 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,481 | TotalAmt |
| Management And General | $32,481 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,388 | TotalAmt |
| Management And General | $43,388 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $477 | TotalAmt |
| Management And General | $477 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $928,339 | TotalAmt |
| Program Services | $886,833 | ProgramServicesAmt |
| Management And General | $41,506 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $129,645 | TotalAmt |
| Program Services | $325 | ProgramServicesAmt |
| Management And General | $129,320 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,611 | TotalAmt |
| Program Services | $76,572 | ProgramServicesAmt |
| Management And General | $39 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,449,331 | TotalAmt |
| Program Services | $1,449,331 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,985 | TotalAmt |
| Program Services | $732 | ProgramServicesAmt |
| Management And General | $9,253 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,905 | TotalAmt |
| Program Services | $65,905 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,432,577 | TotalAmt |
| Program Services | $2,359,611 | ProgramServicesAmt |
| Management And General | $71,956 | ManagementAndGeneralAmt |
| Fundraising | $1,010 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $715,513 | TotalAmt |
| Program Services | $651,231 | ProgramServicesAmt |
| Management And General | $62,963 | ManagementAndGeneralAmt |
| Fundraising | $1,319 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| FOOD | $1,457,343 | $1,457,343 | $0 | $0 |
| MEDICAL & HOUSEKEEPING | $661,146 | $661,146 | $0 | $0 |
| OTHER EXPENSES | $611,342 | $333,040 | $278,302 | $0 |
| RESIDENT ACTIVITIES | $332,111 | $332,111 | $0 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $270,852 | TotalAmt |
| Program Services | $127,213 | ProgramServicesAmt |
| Management And General | $45,137 | ManagementAndGeneralAmt |
| Fundraising | $98,502 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,940,145 | TotalAmt |
| Program Services | $17,789,607 | ProgramServicesAmt |
| Management And General | $2,645,523 | ManagementAndGeneralAmt |
| Fundraising | $505,015 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,084 | BOYAmt |
| EOY | $136,974 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,175,573 | BOYAmt |
| EOY | $5,162,830 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,525,000 | BOYAmt |
| EOY | $1,172,326 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,007,014 | BOYAmt |
| EOY | $916,012 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $361,450 | BOYAmt |
| EOY | $395,944 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $40,786,495 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $14,347,921 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,821,013 | BOYAmt |
| EOY | $26,438,574 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,803,150 | BOYAmt |
| EOY | $1,825,060 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $999,855 | BOYAmt |
| EOY | $1,005,356 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,748,139 | BOYAmt |
| EOY | $37,053,076 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,565,552 | BOYAmt |
| EOY | $1,532,233 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,648,434 | BOYAmt |
| EOY | $1,169,570 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,049,430 | BOYAmt |
| EOY | $1,267,996 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,263,416 | BOYAmt |
| EOY | $3,969,799 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,966,151 | BOYAmt |
| EOY | $29,075,085 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,518,572 | BOYAmt |
| EOY | $4,008,192 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,484,723 | BOYAmt |
| EOY | $33,083,277 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,748,139 | BOYAmt |
| EOY | $37,053,076 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$369,866 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$31,580 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | 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) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,133,365 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,641,244 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,319,590 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,566,143 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,818,272 | CurrentTaxYearAmt |
| Total | $16,478,614 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,128,536 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,133,970 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,442,399 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,671,417 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $18,237,254 | CurrentTaxYearAmt |
| Total | $84,613,576 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $18,261,901 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $22,775,214 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $20,761,989 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $19,237,560 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,055,526 | CurrentTaxYearAmt |
| Total | $101,092,190 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,225 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,300 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $53,100 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $50,720 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $53,100 | CurrentTaxYearAmt |
| Total | $170,445 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,225 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,300 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $53,100 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $50,720 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $53,100 | CurrentTaxYearAmt |
| Total | $170,445 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $100,921,745 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $71,992 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $75,319 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $83,789 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $84,371 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $84,675 | CurrentTaxYearAmt |
| Total | $400,146 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $71,992 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $75,319 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $83,789 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $84,371 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $84,675 | CurrentTaxYearAmt |
| Total | $400,146 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $18,333,893 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $22,850,533 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $20,845,778 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $19,321,931 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,140,201 | CurrentTaxYearAmt |
| Total | $101,492,336 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99440 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99590 | PublicSupportPY509Pct |
| Investment Income CY | 0.00390 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00410 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
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 D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $36,816,826 | OtherCostOrOtherBasisAmt |
| Depreciation | $11,514,864 | DepreciationAmt |
| Book Value | $25,301,962 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $375,609 | OtherCostOrOtherBasisAmt |
| Depreciation | $232,802 | DepreciationAmt |
| Book Value | $142,807 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,594,060 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,600,255 | DepreciationAmt |
| Book Value | $993,805 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $26,438,574 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCRUED RETIREMENT | $245,675 |
| DEFERRED SALARY | $654,530 |
| RESIDENT DEPOSITS | $367,791 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,267,996 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $20,689,974 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$31,580 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $151,752 | OtherRevenueAmt |
| Revenue Not Reported | $120,172 | RevenueNotReportedAmt |
| Revenue Subtotal | $20,569,802 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $477 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $477 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $20,570,279 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $21,091,420 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $151,752 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $151,752 | ExpensesNotReportedAmt |
| Expenses Subtotal | $20,939,668 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $477 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $477 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $20,940,145 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE HOMES FOLLOW ACCOUNTING STANDARDS RELATED TO THE RECOGNITION OF UNCERTAIN TAX POSITIONS. THESE STANDARDS PROVIDE DETAILED GUIDANCE FOR FINANCIAL STATEMENT RECOGNITION, MEASUREMENT AND DISCLOSURE OF UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON THE INCOME TAX RETURNS. THE HOMES WILL RECORD A LIABILITY FOR UNCERTAIN TAX POSITIONS WHEN IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WOULD NOT BE SUSTAINED IF EXAMINED BY THE TAXING AUTHORITY. MANAGEMENT HAS DETERMINED THAT THE HOMES DO NOT HAVE ANY UNCERTAIN TAX POSITIONS AS OF JUNE 30 2015. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES NETTED WITH RELATED REVENUE 151,752. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES NETTED WITH RELATED REVENUE 151,752. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | BALL | Event1Nm |
| Gross Receipts Event1 | $411,893 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $378,712 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $33,181 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $22,851 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $57,906 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $10,250 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $60,745 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $411,893 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $378,712 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $33,181 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $22,851 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $57,906 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $10,250 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $60,745 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $151,752 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$118,571 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| 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 | 0 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PAM FERRIS | ||||||||||||||
| PRESIDENT/CEO | $210,893 | $0 | $0 | $0 | $0 | $0 | $7,650 | $0 | $45,037 | $0 | $263,580 | $0 | $0 | $0 |
| BRADLEY BLOSE | ||||||||||||||
| VICE PRESIDENT FINANCE | $167,722 | $0 | $10,000 | $0 | $0 | $0 | $5,384 | $0 | $4,965 | $0 | $188,071 | $0 | $0 | $0 |
| ROBIN ISRAEL | ||||||||||||||
| VP PHILATHROPY | $146,300 | $0 | $10,000 | $0 | $0 | $0 | $4,788 | $0 | $360 | $0 | $161,448 | $0 | $0 | $0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $42,400 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | STOCK EXCHANGE VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | 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 | THE ORGANIZATION'S BROKERAGE FIRM SELLS THE DONATED STOCKS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | LINDA PLATT, SHEARN PLATT AND JEFF PLATT HAVE A FAMILY RELATIONSHIP. LINDA BENNETT AND MARY EPSTEN HAVE A FAMILY RELATIONSHIP. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE ORGANIZATION'S FORM 990 IS REVIEWED BY THE VICE PRESIDENT OF FINANCE, A CPA, AND FORWARDED TO THE FINANCE COMMITTEE FOR REVIEW PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL BOARD MEMBERS AND KEY EMPLOYEES ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST FORM ANNUALLY. THE BOARD CHAIR AND PRESIDENT/CEO ARE RESPONSIBLE FOR INQUIRING IF A CONFLICT EXISTS. |
| FORM 990, PART VI, SECTION B, LINE 15 | ALL COMPENSATION (INCLUDING WAGES AND BENEFITS) OF KEY EMPLOYEES IS DETERMINED BY THE BOARD COMPENSATION COMMITTEE. THE COMMITTEE IS COMPRISED OF SELECT BOARD OFFICERS AND TRUSTEES AND IS TASKED WITH COLLECTING SALARY AND BENEFIT COMPARISONS FROM LIKE POSITIONS AND LIKE ORGANIZATIONS, ENGAGING OUTSIDE LEGAL COUNSEL TO INITIATE/REVIEW ANY EMPLOYMENT AGREEMENTS, AND MAKING RECOMMENDATION TO THE FULL BOARD OF TRUSTEES FOR CONSIDERATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GENERATIONS MANAGEMENT GROUP LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 211 SAXONY ROAD | AddressLine1Txt |
| City | ENCINITAS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92024 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 951455284 | EIN |
| Primary Activities | SENIOR LIVING CONSULTING & MANAGEMENT ACTIVITIES | PrimaryActivitiesTxt |
| Legal Domicile State | NV | LegalDomicileStateCd |
| Total Income | $0 | TotalIncomeAmt |
| End Of Year Assets | $190,943 | EndOfYearAssetsAmt |
| Direct Controlling NA | N/A | DirectControllingNACd |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| SEACREST HOLDINGS CORP | ||||||||||
| 211 SAXONY ROAD | ENCINITAS | CA | 92024 | 330992259 | TO SUPPORT ACTIVITIES OF SAN DIEGO HEBREW HOMES. | CA | 501(C)(3) | LINE 11B, II | N/A | 0 |
| SEACREST FOUNDATION | ||||||||||
| 211 SAXONY ROAD | ENCINITAS | CA | 92024 | 300119295 | TO SUPPORT ACTIVITIES OF SAN DIEGO HEBREW HOMES. | CA | 501(C)(3) | LINE 11C, III-FI | N/A | 0 |
| GUARDIANS OF SAN DIEGO | ||||||||||
| 211 SAXONY ROAD | ENCINITAS | CA | 92024 | 330296029 | TO SUPPORT ACTIVITIES OF SAN DIEGO HEBREW HOMES. | CA | 501(C)(3) | LINE 7 | N/A | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | 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 | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |