2014-02-15T13:10:22-06:00 2013-06-30 930623286 AKT LLP 312 S JUNIPER STREET SUITE 100 ESCONDIDO CA 92025 990 2012-07-01 951455284 SAN DIEGO HEBREW HOMES SAND 7606320081 211 SAXONY ROAD ENCINITAS CA 92024 BRADLEY BLOSE 7606320081 2014-02-06 1 ELSA A ROMERO P00485021 7607461560 2014-02-06 2012 2015-11-30 17:44:51Z PAM FERRIS 211 SAXONY ROAD ENCINITAS CA 92024 22216940 0 X WWW.SEACRESTVILLAGE.ORG X 1944 CA TO PROVIDE HOUSING AND HEALTH CARE SERVICES TO ELDERLY PERSONS WITHOUT REGARD FOR ABILITY TO PAY. 26 26 378 85 568729 -30483 6641244 3319590 16597669 18011128 75319 83829 -8457 -64502 23305775 21350045 300000 0 0 0 10215782 10837978 3078 50 482999 8262112 8475075 18780972 19313103 4524803 2036942 40566176 39715818 9018957 6195204 31547219 33520614 TO PROVIDE HOUSING AND HEALTH CARE SERVICES TO ELDERLY PERSONS WITHOUT REGARD FOR ABILITY TO PAY. 0 0 17296095 17442399 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 $1,520,000 MILLION. 17296095 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 1 71 0 1 378 1 1 1 0 0 0 0 1 1 0 0 0 0 X 26 26 1 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 CA X BRADLEY BLOSE 7606320081 211 SAXONY ROAD ENCINITAS CA 92024 STANLEY PAPPELBAUM MD 1.00 X X 0 0 0 EARL ALTSHULER 1.00 X X 0 0 0 ROBERT HAIMSOHN 1.00 X X 0 0 0 JEFFREY LIPINSKY 1.00 X X 0 0 0 JEFF PLATT 1.00 X X 0 0 0 MARK STEINBERG 1.00 X 0 0 0 LINDA BENNETT 1.00 X 0 0 0 CAROL FOX 1.00 X 0 0 0 TEDDIE LEWIS PINCUS 1.00 X 0 0 0 LINDA PLATT 1.00 X 0 0 0 SHEARN PLATT 1.00 X 0 0 0 INGRAM CHODOROW 1.00 X 0 0 0 ANNE NAGORNER 1.00 X 0 0 0 RICK VANN 1.00 X 0 0 0 MARY EPSTEN 1.00 X 0 0 0 LEN GREGORY 1.00 X 0 0 0 DENNIS LAVINE 1.00 X 0 0 0 HILDI BEYOR 1.00 X 0 0 0 STEVEN STEINBERG 1.00 X 0 0 0 JOE PINCHMAN 1.00 X 0 0 0 JOHN KASSAR 1.00 X 0 0 0 JERRY KLUSKY 1.00 X 0 0 0 STEVE RATNER 1.00 X 0 0 0 JONATHAN HALBERG 1.00 X 0 0 0 DAVE GILBERT 1.00 X 0 0 0 PAM FERRIS 40.00 X 275000 0 77157 BRADLEY BLOSE 40.00 X 172650 0 10727 RENEE LEGER 40.00 X 167564 0 10419 ROBIN ISRAEL 40.00 X 151268 0 6096 KATHY SANGER 40.00 X 128891 0 4653 895373 0 109052 5 0 1 0 BYCOR CONSTRUCTION 6440 MARINDUSTRY PLACE SUITE A SAN DIEGO CA 92121 CONSTRUCTION 1131315 REHABCARE PO BOX 503534 ST LOUIS MO 50353 THERAPY SERVICES 825662 RON'S PHARMACY 6225 NANCY RIDGE ROAD SAN DIEGO CA 92121 PHARMACY SERVICES 113484 3 272000 465000 2582590 411725 3319590 RESIDENT SERVICES 623000 17412399 17412399 MANAGEMENT SERVICES 541900 598729 30000 568729 18011128 83789 83789 750443 750403 40 40 40 51990 272000 116492 -64502 -64502 21350045 17442399 568729 19327 776870 107000 512799 157071 8487643 8085138 199164 203341 206772 158424 39288 9060 703384 593257 100183 9944 663309 559573 82188 21548 23812 23812 43296 43296 50 50 535 535 1713012 1576915 136097 197307 51494 83079 62734 279362 138386 126680 14296 843897 843297 600 37955 24783 11700 1472 57483 15625 40201 1657 207547 207547 3144 3144 2295196 2225330 68856 1010 448056 417165 30075 816 FOOD 1028637 1028637 0 0 REPAIRS/SUPPLIES 702516 667060 35456 0 HEALTHCARE/DIETARY SUPP 593320 593320 0 0 19313103 17296095 1534009 482999 56153 134992 3854254 4649308 3608625 1525000 876580 1267624 372214 428197 38628731 9514071 29332215 29114660 1391752 1804991 1074383 791046 40566176 39715818 2107801 1462284 6150515 3820497 760641 912423 9018957 6195204 X 25945022 30002042 5602197 3518572 31547219 33520614 40566176 39715818 2036942 -63547 0 X X 0 1 X 1 0 X 6568556 2864944 3133365 6641244 3319590 22527699 15501126 14854737 15128536 16133970 17442399 79060768 22069682 17719681 18261901 22775214 20761989 101588467 0 0 0 101588467 129015 91667 71992 75319 83789 451782 129015 91667 71992 75319 83789 451782 22198697 17811348 18333893 22850533 20845778 102040249 0.99560 0.97930 0.00440 0.01860 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 35429861 7378348 28051513 3198870 2135723 1063147 29114660 ACCRUED RETIREMENT 249251 DEFERRED SALARY 451147 RESIDENT DEPOSITS 212025 912423 X 21402455 -63547 116492 52945 21349510 535 535 21350045 19429060 116492 116492 19312568 535 535 19313103 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: 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 2013. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES NETTED WITH RELATED REVENUE 116,492. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES NETTED WITH RELATED REVENUE 116,492. BALL 323990 272000 51990 26758 59072 23414 7248 323990 272000 51990 26758 59072 23414 7248 116492 -64502 X X X X X 0 0 0 0 0 0 0 0 0 PAM FERRIS 275000 0 0 0 0 0 34850 0 42307 0 352157 0 0 0 BRADLEY BLOSE 162650 0 10000 0 0 0 5315 0 5412 0 183377 0 0 0 RENEE LEGER 146964 0 14000 0 6600 0 5130 0 5289 0 177983 0 0 0 ROBIN ISRAEL 141268 0 10000 0 0 0 5052 0 1044 0 157364 0 0 0 X 5 411725 CLOSING LIST PRICE 0 0 1 THIRD PARTY USE: PART I, LINE 32B: THE ORGANIZATION'S BROKERAGE FIRM SELLS THE PUBLICLY TRADED SECURITIES. FORM 990, PART VI, SECTION A, LINE 2 LINDA PLATT AND SHEARN PLATT ARE MARRIED. JEFF PLATT IS THE NEPHEW OF LINDA AND SHEARN PLATT. JANET GORRIE IS THE NIECE OF LINDA AND SHEARN PLATT. LINDA BENNETT IS THE AUNT OF MARY EPSTEN. 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. FORM 990 PART XII LINE 2C NO CHANGE FROM PRIOR YEAR GENERATIONS MANAGEMENT GROUP LLC 211 SAXONY ROAD ENCINITAS CA 92024 951455284 SENIOR LIVING CONSULTING & MANAGEMENT ACTIVITIES NV 568729 242058 N/A 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 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 1