2011-07-15T15:10:32-05:00 2010-08-31 Moss Adams LLP 3121 West March Lane Suite 100 Stockton CA 952192303 990 2009-09-01 953510024 LOS ANGELES JEWISH HOME FOR THE AGING LOSA 8187743372 7150 TAMPA AVE RESEDA CA 913353700 SHERRI CUNNINGHAM 8187743372 2011-07-13 1 TRACY S PAGLIA 2099556100 2009 2016-02-24 21:20:13Z Sherri Cunningham 7150 TAMPA AVE RESEDA CA 913353700 29917208 0 X www.jha.org X 1912 CA NURSING, RESIDENTIAL AND CLINICAL CARE FOR THE ELDERLY 18 18 83 10 0 0 30509893 23718338 0 44883 216956 -279097 4372086 30275679 28307380 0 0 6356982 6356728 174458 420055 2091577 43277864 31005409 49809304 37782192 -19533625 -9474812 89572564 69147020 160653643 149348472 -71081079 -80201452 The Los Angeles Jewish Home for the Aging enriches the physical, social and spiritual well being of the people it touches in a caring environment reflective of Jewish ideals. The Home's principal mission is to serve the elderly independent of their financial ability. 0 0 12934644 0 0 Funding organization and management services for related organizations: Eisenberg Village of the Los Angeles Jewish Home for the Aging, Grancell Village of the Los Angeles Jewish Home for the Aging, JHA Geriatric Services, and Annenberg School of Nursing. 16183529 0 0 Funding construction of a 108-bed continuing care retirement facility for related organization Eisenberg Village of the Los Angeles Jewish Home for the Aging 29118173 1 1 0 0 0 0 0 0 1 1 0 1 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 185 0 1 83 1 0 0 0 0 0 1 1 0 0 0 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X Elaine Kamiel 8187743372 7150 Tampa Avenue RESADA CA 91335 M HESLOV 2.00 X X 0 0 0 J Glassman 2.00 X X 0 0 0 B ABRAMOFF 2.00 X X 0 0 0 S Weiss 2.00 X X 0 0 0 S Asher 2.00 X 0 0 0 T Bloomgarden 2.00 X 0 0 0 J Brandman 2.00 X 0 0 0 J Eisenberg-Keefer 2.00 X 0 0 0 J fogel 2.00 X 0 0 0 J Friedman-rudzki 2.00 X 0 0 0 G goldfein 2.00 X 0 0 0 M Gluchow 2.00 X 0 0 0 T Gluck 2.00 X 0 0 0 S Grancell 2.00 X 0 0 0 A Greenberg 2.00 X 0 0 0 C Hershson 2.00 X 0 0 0 R Rodin 2.00 X 0 0 0 P Rubin 2.00 X 0 0 0 D Swartz 2.00 X 0 0 0 M Forrest 34.00 X 569604 0 28856 S CUNNINGHAM 34.00 X 357462 0 34070 B FIELDER 34.00 X 319988 0 17204 S RYAN 38.00 X 221887 0 16860 A POSSICK 20.00 X 191873 0 21035 C SLAVIN 40.00 X 189961 0 16092 J ERBE 40.00 X 180808 0 3450 B POLISHUK 40.00 X 154373 0 9900 E KAMIEL 40.00 X 148084 0 12311 H SABET 40.00 X 138186 0 9388 A HARO 40.00 X 132722 0 8966 2604948 0 178132 11 0 1 0 PECKAR & ABRAMSON 70 GRAND AVE RIVER EDGE NJ 07661 LEGAL SERVICES 553702 CAMPBELL & COMPANY ONE EAST WACKER DR CHICAGO IL 60601 FUND RAISING CONSULTANTS 325904 ARENT FOX LLP 1050 CONNECTICUT AVE N W WASHINGTON DC 20036 LEGAL SERVICES 309333 DLR GROUP WWCOT 3130 WILSHIRE BLVD SANTA MONICA CA 90403 ARCHITECTURAL SERVICES 227396 DIAGNOSTIC LABORATORIES LLC 2820 N ONTARIO ST BURBANK CA 91504 LABORATORY SERVICES 188590 11 1051274 22667064 23718338 428592 428592 245974 245974 245974 245974 827615 1039251 -211636 -211636 -211636 108308 1051274 566657 -458349 -458349 8500 3920 4580 4580 Settlement & other inc 900099 4531881 4531881 service to hospice 900099 48000 48000 4579881 28307380 0 0 4589042 1984892 1984892 3384953 1516087 949214 919652 87053 41226 25268 20559 549744 297567 182380 69797 350086 173606 106404 70076 1198416 1198156 260 145020 145020 420055 420055 798944 162970 417845 218129 84904 83389 1515 815594 323092 296747 195755 672155 67620 604535 73025 45275 27750 48932 44478 4454 230611 65304 165307 6272009 6051321 220688 637513 637513 89178 89178 FUNDING TO RELATED ORGS 19582057 19582057 RECRUITMENT COSTS 183610 183610 Bond Fees 41012 41012 Restricted Programs 36229 36229 Dues and Licenses 23601 21988 1613 72599 68194 4405 37782192 29118173 6572442 2091577 289625 12815 2734708 2681332 17645279 26070524 295475 245051 14960729 4516704 9638736 10444025 7295133 7059025 51673608 22634248 89572564 69147020 11171258 8046483 137543077 135856457 4759500 3404000 350500 6829308 2041532 160653643 149348472 X -102167181 -118884872 21720405 28963267 9365697 9720153 -71081079 -80201452 89572564 69147020 X 0 1 1 X 0 X 13496592 11943419 19693984 30509893 23718338 99362226 13496592 11943419 19693984 30509893 23718338 99362226 27369604 71992622 1206539 957416 646275 404895 674566 3889691 975360 882636 716056 177991 4696689 7448732 110700649 0.65030 0.77950 X Schedule A, Part II, Line 10, Explanation of Other Income: Settlement & other inc special event Gross Receipts RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 31086102 16998055 8802 9409539 38683420 32041482 16941417 40620 17937417 31086102 0.00000 0.25130 0.74870 0 0 4612508 4612508 4390509 2402912 1987597 5774505 2087779 3686726 183207 26013 157194 10444025 Funds held by Trustee under debt agreement 12053777 DEBT ISSUANCE COSTS, NET OF ACCUMULATED AMORTIZATION 7874525 CHARITABLE REMAINDER TRUST RECEIVABLES 331367 INTEREST IN NET ASSETS OF RECIPIENT ORGANIZATION 1749085 ASSETS HELD IN ESCROW FOR CCRC DEPOSITS 486363 Other Assets 51712 ArtWork 87419 22634248 Annuity OBLIGATIONS 1493803 FUNDS HELD IN ESCROW FOR CCRC 486363 other 61366 2041532 Part V, Line 4: Description of Intended Use of Endowment Funds: Endowment Funds are used tO SUPPORT OPERATIONS and to support the skirball director of spiritual life program. Part X: Description of Uncertain Tax Positions Under FIN 48: The Home recognizes the tax benefit from uncertain tax positions only if it is more likely than not that the tax positions will be sustained on examination by the tax authorities, based on the technical merits of the position. The tax benefit is measured based on the largest benefit that has a greater than 50% likelihood of being realized upon ultimate settlement. There were no uncertain tax positions as of August 31, 2010 or 2009. X X X X X X X 1 LARRY BAUM consultant on major gifts 0 0 94151 0 CAMPBELL & COMPANY consultant on major gifts 0 0 325904 0 420055 CA Reflections Dinner 354357 318921 35436 211716 Walk of Ages 209199 188279 20920 49257 6 596026 544074 51952 305684 1159582 1051274 108308 566657 566657 -458349 X X X 0 0 0 0 0 0 0 0 0 M Forrest 469604 0 100000 0 0 0 8557 0 20299 0 598460 0 0 0 S CUNNINGHAM 332462 0 25000 0 0 0 6264 0 27806 0 391532 0 0 0 B FIELDER 307988 0 12000 0 0 0 6283 0 10921 0 337192 0 0 0 S RYAN 216887 0 5000 0 0 0 6320 0 10540 0 238747 0 0 0 A POSSICK 191873 0 0 0 0 0 5728 0 15307 0 212908 0 0 0 C SLAVIN 189961 0 0 0 0 0 5346 0 10746 0 206053 0 0 0 J ERBE 180808 0 0 0 0 0 3450 0 0 0 184258 0 0 0 B POLISHUK 154373 0 0 0 0 0 4566 0 5334 0 164273 0 0 0 E KAMIEL 145084 0 3000 0 0 0 4397 0 7914 0 160395 0 0 0 CA Statewide Communities Development Authority 680164610 130911UM0 2003-12-17 80464884 CONSTRUCTION OF A 249-BED ACUTE PSYCH. HOSPITAL & SKILLED NURSING FACILITY 0 0 CA Statewide Communities Development Authority 680164610 130795qq3 2008-02-14 60907828 Construction of a 108-bed continuing care retirement facility 0 0 82981231 8054372 6512505 45773951 2007 1 0 1 1 63047242 3999405 3971986 47479331 2010 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 1 Transamerica Occidental Life 10.000000000000 1 0 1 0 0 0 1 Transamerica Occidental Life 5.800000000000 1 0 1 Form 990, Part VI, Section B, line 11 The Form 990 will be reviewed by the Executive committee prior to submission. The returns will then be provided to the full board prior to submission Form 990, Part VI, Section B, line 12c The conflict of interest form specifies actions that would be considered conflicts of interest and explains the organization's procedures to report any suspected conflict of interest. Form 990, Part VI, Section B, line 15 Policy for determination of executive compensation, officers and key employees is documented and includes reviewing comparability data from numerous salary and compensation surveys including AJAS, AAHSA, Sterling Strategies and Mercer. The compensation for top management is determined by the Executive Review committee and approved by the full Executive Committee of the Board. Form 990, Part VI, Section C, line 19 Form 990, Part VI, Section C, Line 19: - Governing Documents and conflict of interest policy are available to the public upon request. - Financial Statements are available upon request. FORM 990, PART VII, SECTION A, column B HOURS PER WEEK DEVOTED TO RELATED ORGANIZATIONS J Brandman's time is divided as follows: LOS ANGELES JEWISH HOME FOR THE AGING 2 hrs JHA GERIATRIC SERVICES INC 2 hrs S Weiss' time is divided as follows: LOS ANGELES JEWISH HOME FOR THE AGING 2 hrs JHA GERIATRIC SERVICES INC 2 hrs P Rubin's time is divided as follows: LOS ANGELES JEWISH HOME FOR THE AGING 2 hrs EISENBERG VILLAGE OF THE LAJHA 2 hrs GRANCELL VILLAGE OF THE LAJHA 2 hrs M Gluchow's time is divided as follows: LOS ANGELES JEWISH HOME FOR THE AGING 2 hrs EISENBERG VILLAGE OF THE LAJHA 2 hrs A Greenberg's time is divided as follows: LOS ANGELES JEWISH HOME FOR THE AGING 2 hrs GRANCELL VILLAGE OF THE LAJHA 2 hrs M Forrest's time is divided as follows: LOS ANGELES JEWISH HOME FOR THE AGING 34 hrs JHA GERIATRIC SERVICES INC 2 hrs EISENBERG VILLAGE OF THE LAJHA 2 hrs GRANCELL VILLAGE OF THE LAJHA 2 hrs Annenberg School of Nursing 2 hrs S Cunningham's time is divided as follows: LOS ANGELES JEWISH HOME FOR THE AGING 34 hrs JHA GERIATRIC SERVICES INC 2 hrs EISENBERG VILLAGE OF THE LAJHA 2 hrs GRANCELL VILLAGE OF THE LAJHA 2 hrs B Fielder's time is divided as follows: LOS ANGELES JEWISH HOME FOR THE AGING 34 hrs JHA GERIATRIC SERVICES INC 2 hrs EISENBERG VILLAGE OF THE LAJHA 2 hrs GRANCELL VILLAGE OF THE LAJHA 2 hrs A Possick's time is divided as follows: LOS ANGELES JEWISH HOME FOR THE AGING 20 hrs JHA GERIATRIC SERVICES INC 20 hrs S Ryan's time is divided as follows: LOS ANGELES JEWISH HOME FOR THE AGING 38 hrs Annenberg School of Nursing 2 hrs Schedule K, part II, column A, line 5 bond Issuance and credit enhancement costs Proceeds used for bond issuance costs = $1,224,500 Proceeds used for credit enhancement = $5,288,005 Schedule K, part II, column B, line 5 bond Issuance and credit enhancement costs Proceeds used for bond issuance costs = $1,039,504 Proceeds used for credit enhancement = $2,932,482 JHA Geriatric Services Inc 7150 Tampa Ave Reseda CA 91335 954407317 CLINiCAL AND HOSPICE SERVICES FOR THE ELDERLY CA 501(c)(3) 9 N/A Eisenberg Village of the Los Angeles Jewish Home for the Aging 7150 Tampa Ave Reseda CA 91335 951691015 RESiDENTIAL CARE AND SKILLED NURSING FACILITY CA 501(c)(3) 9 N/A Annenberg School of Nursing 7150 Tampa Ave Reseda CA 91335 208449705 VOCATIONAL NURSE EDUCATION CA 501(c)(3) 2 N/A GRANCELL VILLAGE OF THE LOS ANGELES JEWISH HOME FOR THE AGING 7150 Tampa Ave reseda CA 91335 951831045 RESiDENTIAL CARE AND SKILLED NURSING FACILITY CA 501(c)(3) 9 N/A 0 0 0 1 1 0 0 0 0 0 1 1 1 1 1 1 1 1 JHA geriatric services Q 1591933 Eisenberg Village of the Los Angeles Jewish Home for the Aging Q 22960050 Grancell Village of the Los Angeles Jewish Home for the Aging R 5017699