2026-05-15T13:17:54-05:00 2025-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 333 BUSH STREET STE 1000 SAN FRANCISCO CA 94104 990 2024-07-01 940545320 HEBREW HOME FOR AGED DISABLED HEBR 4153342500 302 SILVER AVENUE SAN FRANCISCO CA 941121510 CARL GERLACH CFO 4153342500 2026-05-15 1 1 MICHAEL LUMSDEN P01262236 4159561500 2026-05-15 2024 2025-03-06 01:10:19Z SAN FRANCISCO CAMPUS FOR JEWISH LIVING ADRIENNE GREEN MD 302 SILVER AVENUE SAN FRANCISCO CA 941121510 119883131 0 X WWW.SFCJL.ORG X 1871 CA WE ARE A LICENSED NURSING HOME AND LICENSED RESIDENTIAL CARE FOR THE ELDERLY FACILITY THAT PROVIDES TO SENIORS LIFE ENRICHING SERVICES THAT PROMOTE INDIVIDUAL DIGNITY, ENCOURAGE INDEPENDENCE, AND REFLECT THE SOCIAL, CULTURAL, AND SPIRITUAL VALUES OF THE JEWISH TRADITION. 17 17 1049 175 0 0 2369445 522643 113701911 118035376 291784 525299 677445 793899 117040585 119877217 0 0 0 0 76883517 80436027 0 0 0 59725483 56159487 136609000 136595514 -19568415 -16718297 248259612 236984639 134843504 133552571 113416108 103432068 TO PROVIDE OLDER ADULTS WITH COMPREHENSIVE AND INNOVATIVE CARE THAT FOSTERS PURPOSE, DIGNITY AND JOY. 0 0 125847216 0 118035376 THE ORGANIZATION PROVIDES LONG-TERM CARE, SHORT-TERM REHABILITATION, AND ACUTE PSYCHIATRIC CARE SERVICES IN ITS 375 BED FACILITY. IN THE CURRENT FISCAL YEAR, THE ORGANIZATION SERVED AN AVERAGE OF 347 PATIENTS AND RESIDENTS PER DAY. THERE WERE 81 NEW ADMISSIONS FOR LONG-TERM CARE, 1,245 SHORT-TERM CARE PATIENTS, AND 164 PATIENTS THAT REQUIRED ACUTE PSYCH HOSPITALIZATION. THE ORGANIZATION ALSO PROVIDES ASSISTED LIVING AND MEMORY CARE IN A NEWLY CONSTRUCTED FACILITY WITH 190 UNITS. THIS FACILITY OPENED IN SEPTEMBER 2020 AND SERVED AN AVERAGE OF 173 RESIDENTS DURING THE YEAR. THE ORGANIZATION AND ITS PROGRAMS ARE HOUSED IN 5 BUILDINGS ON A 9-ACRE CAMPUS. 125847216 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 96 0 1 1049 1 0 0 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 1 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X CARL GERLACH 4155622650 302 SILVER AVENUE SAN FRANCISCO CA 94112 STEVEN FAYNE CHAIR 2.00 X X 0 0 0 JAMES A DAVIS MD VICE CHAIR 2.00 X X 0 0 0 HOWARD F FINE VICE CHAIR 2.00 X X 0 0 0 SOPHIE SHARP VICE CHAIR 2.00 X X 0 0 0 DAVID LOWI TREASURER 2.00 X X 0 0 0 LAURA KLAPPER SECRETARY 2.00 X X 0 0 0 ALEX MANN ASSISTANT SECRETARY 2.00 X X 0 0 0 SUE DIAMOND TRUSTEE 2.00 X 0 0 0 JESSICA EISLER TRUSTEE 2.00 X 0 0 0 ERIC FASTIFF TRUSTEE 2.00 X 0 0 0 RICHARD FIEDOTIN TRUSTEE 2.00 X 0 0 0 DAVID GOLDIN TRUSTEE 2.00 X 0 0 0 ALAN GREINETZ TRUSTEE 2.00 X 0 0 0 VALERIE JAHAN MD TRUSTEE 2.00 X 0 0 0 BILL POMERANZ TRUSTEE 2.00 X 0 0 0 JASON SECORE TRUSTEE 2.00 X 0 0 0 JEFF ZLOT TRUSTEE 2.00 X 0 0 0 CARL GERLACH CFO START 2/2025 40.00 X 0 0 0 ADRIENNE GREEN MD PRESIDENT & CEO 40.00 X 769849 0 16126 DAVID CALDWELL CFO (THRU 2/2025) 40.00 X 307977 0 2773 KEVIN BEUTLER CHIEF HUMAN RESOURCES OFFICER 40.00 X 212148 0 4264 PEGGY CMIEL DIR OF NURSING/CLIN OPS (THRU 12/2024) 40.00 X 293467 0 10496 EDWINA TANG ED FRANK RESIDENCES/COO (START 1/2025) 40.00 X 193222 0 6031 STACEY PALEVSKY LEWIS CHIEF DEVELOPMENT OFFICER 0.00 X 269863 0 10815 HANH TA LIC NURSE HOME ADMIN (THRU 10/2025) 40.00 X 159288 0 1392 MARK FELTT DIRECTOR OF PLANT OPERATIONS 40.00 X 221284 0 2179 CAM HO REGISTERED NURSE 40.00 X 217882 0 6574 STEPHEN HALL MEDICAL DIRECTOR 40.00 X 216326 0 13409 SANDRA GUAN REGISTERED NURSE 40.00 X 212979 0 0 MARILYN MINERALES LICENSED VOCATIONAL NURSE 40.00 X 200325 0 4747 DANIEL RUTH FORMER PRESIDENT & CEO 0.00 X 290426 0 0 MARY CONNICK FORMER CFO (THRU 2/2024) 0.00 X 242396 0 1895 3807432 0 80701 196 1 1 0 ONR INC 8500 BLUFFSTONE COVE AUSTIN TX 78759 PHYSICAL, OCCUPATIONAL & SPEECH THERAPY 3872100 ACCLAIM PROFESSIONAL HEALTHCARE LLC 4340 REDWOOD HIGHWAY A14 SAN RAFAEL CA 94903 TEMPORARY STAFFING 2105612 ALIXARX LLC 4727 W SHAW AVENUE 105 FRESNO CA 93722 PHARMACY SERVICES 1792249 DOME CONSTRUCTION CORPORATION 393 EAST GRAND AVE SOUTH SAN FRANCISCO CA 94080 CONSTRUCTION MANAGEMENT 1678049 VITALIS STAFFING LLC 355 GELLERT BLVD SUITE 110 DALY CITY CA 94015 TEMPORARY STAFFING 1670337 43 522643 522643 NET PATIENT SERV. REV. 623000 96158437 96158437 RESIDENT REVENUE 623000 21778131 21778131 OTHER OPERATING REV. 623000 98808 98808 118035376 525299 525299 14477 5914 8563 8563 JHSLF SERVICE REVENUE 541900 320000 320000 PARKING/GARAGE REV 812930 235826 235826 CAFETERIA/GUEST MEALS 722514 205823 205823 23687 23687 785336 119877217 118035376 0 1319198 X 1701828 504247 1197581 82979 82979 61753530 60149949 1603581 2341207 1911185 430022 9905965 8058195 1847770 4650518 3775745 874773 425257 425257 170836 170836 15000234 14081969 918265 375826 375826 1281210 1140602 140608 3771455 3335110 436345 67000 58850 8150 32250 26334 5916 5013253 5013253 14916001 14916001 1999477 1999477 FOOD 3443341 3443341 MEDICAL SUPPLIES 3352757 3352757 EQUIPMENT & MAINTENANCE 2064100 1637880 426220 CYBERSECURITY LOSS 2050157 2050157 2196333 2017064 179269 136595514 125847216 10748298 0 16292 26293 12826099 11109521 0 1403007 19047294 12385294 800000 800000 197476 264095 1227181 2299404 301285930 124009616 184948608 177276314 29196662 31420711 248259612 236984639 13843873 15906328 59420 59420 111313029 108915169 3146136 2661677 6481046 6009977 134843504 133552571 X 98857549 87351953 14558559 16080115 113416108 103432068 248259612 236984639 X -16718297 31027 6703230 X 0 1 X 1 1 1 X 24534334 2568277 1132120 2369445 522643 31126819 76455771 90364519 103050512 113701911 118035376 501608089 105131 108479 70356 14869 14476 313311 101095236 93041275 104252988 116086225 118572495 533048219 0 0 0 533048219 121552 144485 184746 291784 525299 1267866 121552 144485 184746 291784 525299 1267866 514994 113186 1412564 665363 785336 3491443 101731782 93298946 105850298 117043372 119883130 537807528 0.99120 0.99020 0.00240 0.00170 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER REVENUE - 2020 AMOUNT: $ 514,994. 2021 AMOUNT: $ 113,186. 2022 AMOUNT: $ 1,412,564. 2023 AMOUNT: $ 665,363. 2024 AMOUNT: $ 785,336. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 17838 17838 0 PART II-B, LINE 1: THE ORGANIZATION PAYS DUES TO: (I) THE CALIFORNIA HOSPITAL ASSOCIATION/HOSPITAL COUNCIL NORTHERN AND CENTRAL CALIFORNIA; AND (II) LEADING AGE CALIFORNIA. A PORTION OF THOSE DUES HAVE BEEN INDICATED AS UTILIZED FOR LOBBYING ACTIVITIES RELATED TO THE PROMOTION OF SENIOR CARE INITIATIVES. 11485749 1000271 457018 12029002 11242437 855553 612241 11485749 15956069 377423 5091055 11242437 18535446 -2579377 15956069 15617661 2917785 18535446 0.00000 0.63386 0.36614 1 0 90849 90849 251846910 100419818 151427092 28457103 16583709 11873394 20891068 7006089 13884979 177276314 BENEFICIAL INTEREST IN JHSLF 12714915 SPLIT INTEREST AGREEMENTS 387379 INTEREST IN NET ASSETS OF JHSLF 5253776 DUE FROM AFFILIATED ORGANIZATIONS 2870113 UNSPENT BOND PROCEEDS HELD BY TRUSTEE 7519636 WORKERS COMP DEPOSITS 2549000 RESIDENT TRUST FUNDS 125892 31420711 DEPOSITS 122477 AFFILIATED ORGANIZATION LOANS PAYABLE 5887500 6009977 X 126617388 31027 6703230 6734257 119883131 -5914 -5914 119877217 136601428 5914 5914 136595514 0 136595514 PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT ASSETS CONSISTS OF FUNDS ESTABLISHED TO GENERATE OPERATING SUPPORT FOR THE ORGANIZATION. PART X, LINE 2: THE ORGANIZATION IS A TAX-EXEMPT ORGANIZATION AND IS RECOGNIZED AS SUCH BY THE INTERNAL REVENUE SERVICE (IRS) UNDER SECTION 501(C)(3) AND BY THE FRANCHISE TAX BOARD UNDER SECTION 23701(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE. THE ORGANIZATION FOLLOWS THE U.S. GAAP ACCOUNTING STANDARD REGARDING ACCOUNTING FOR UNCERTAIN TAX POSITIONS. THIS ACCOUNTING STANDARD PROVIDES DETAILED GUIDANCE FOR FINANCIAL STATEMENT RECOGNITION, MEASUREMENT, AND DISCLOSURE OF UNCERTAIN TAX POSITIONS RECOGNIZED IN THE ORGANIZATION'S FINANCIAL STATEMENTS. THE STANDARD REQUIRES AN ENTITY TO RECOGNIZE THE FINANCIAL STATEMENT IMPACT OF A TAX POSITION WHEN IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL NOT BE SUSTAINED UPON EXAMINATION. THE ORGANIZATION HAS REVIEWED ITS TAX POSITIONS FOR ALL OPEN YEARS AND BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR THE TAX POSITIONS TAKEN. THEREFORE, NO LIABILITY HAS BEEN RECORDED. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 118,048. CHANGE IN BENEFICIAL INTEREST IN JEWISH HOME & SENIOR LIVING FOUNDATION 1,076,684. CHANGE IN INTEREST IN NET ASSETS OF JEWISH HOME & SENIOR LIVING FOUNDATION 5,508,498. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD -5,914. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 5,914. 1 1 X 1 X 1 X 1 0 1 1 60951275 58734308 2216967 0.01620 60951275 58734308 2216967 0.01620 60951275 58734308 2216967 0.01620 1 2925703 0 18870640 16686176 2184464 X 1 1 1 1 JEWISH HOME & REHAB CENTER 302 SILVER AVENUE SAN FRANCISCO CA 94112 WWW.SFCJL.ORG 220000224 X ACUTE PSYCHIATRIC HOSPITAL HEBREW HOME FOR AGED DISABLED 1 0 0 1 X X X X X X X X X 24 1 1 1 1 X HTTPS://SFCJL.ORG/ABOUT-COMMUNITY-BENEFIT.HTM X 1 24 1 HTTPS://SFCJL.ORG/ABOUT-COMMUNITY-BENEFIT.HTM 0 1 X 200.000000000000 400.000000000000 X X X X X 1 1 X X X 1 X HTTPS://WWW.SFCJL.ORG/CHARITY_CARE_PROGRAM.HTM X HTTPS://WWW.SFCJL.ORG/CHARITY_CARE_PROGRAM.HTM X HTTPS://WWW.SFCJL.ORG/CHARITY_CARE_PROGRAM.HTM X X X X X 1 X 0 X X X X 1 X 0 0 HEBREW HOME FOR AGED DISABLED PART V, SECTION B, LINE 5: TO ASSESS COMMUNITY STRENGTHS, HEALTH NEEDS, AND SUGGESTED SOLUTIONS, THE ORGANIZATION USED BOTH EXPERIENTIAL INSIGHTS AND EMPIRICAL DATA. COMMUNITY INSIGHTS WERE SHARED BETWEEN MAY AND SEPTEMBER 2024, THROUGH SIX FOCUS GROUPS AND 14 KEY INFORMANT INTERVIEWS CONDUCTED AS PART OF THE CHNA. PARTICIPANTS IN THE FOCUS GROUPS WERE AFFILIATED WITH THE AFRICAN AMERICAN HEALTH EQUITY COALITION, THE ASIAN & PACIFIC ISLANDER HEALTH PARITY COALITION (APIHPC), THE CHICANO/LATINO/INDIGENA HEALTH EQUITY COALITION (CLI), COMMUNITY CLINICS, HEALTH INSURERS, AND PEOPLE WITH DISABILITIES. THE FOCUS GROUPS CENTERED AROUND THE THREE HEALTH EQUITY COALITIONS TO PROVIDE INFORMATION ON THEIR CLIENTS, PARTICIPANTS, AND COMMUNITY MEMBERS. RECOGNIZING THE TRUSTED AND CULTURALLY CONCORDANT RELATIONSHIP THAT THESE GROUPS HAVE WITH AND WITHIN THEIR COMMUNITIES WAS ALSO A WAY FOR THE CHNA TO INSTILL EQUITY INTO THE OVERALL PROCESS BY INCLUDING THEM AS PARTNERS, NOT ONLY AS FOCUS GROUP PARTICIPANTS BUT ALSO MEMBERS OF SFHIP. KEY INFORMANT INTERVIEWS WERE ALSO CONDUCTED WITH PARTICIPANTS FROM: APA FAMILY SUPPORT SERVICES; BAYVIEW HUNTERS POINT YMCA AND HOPE SF; FAACTS COALITION; HOMELESS PRENATAL PROGRAM; LARKIN YOUTH SERVICES; MISSION NEIGHBORHOOD HEALTH CENTERS; ON LOK SENIOR SERVICES; SAN FRANCISCO AFRICAN AMERICAN FAITH BASED COALITION; SAN FRANCISCO COMMUNITY CLINIC CONSORTIUM; SAN FRANCISCO DEPARTMENT OF PUBLIC HEALTH; SAN FRANCISCO HUMAN RIGHTS COMMISSION; SAN FRANCISCO UNIFIED SCHOOL DISTRICT; SAN FRANCISCO AIDS FOUNDATION; AND TRANSGENDER DISTRICT AND SAN FRANCISCO COMMUNITY HEALTH CENTER.THE FOCUS GROUP AND INTERVIEW DISCUSSIONS WERE ONLINE, IN ENGLISH; PARTICIPANTS RECEIVED A $50 GIFT CARD FOR PARTICIPATION. THE CONVERSATIONS WERE RECORDED, PROFESSIONALLY TRANSCRIBED, AND ENTERED INTO THE QUALITATIVE RESEARCH SOFTWARE DEDOOSE. THE ORGANIZATION MADE A LIST OF ALL THE MENTIONED COMMUNITY STRENGTHS, HEALTH NEEDS, AND SUGGESTED SOLUTIONS, AND TALLIED IN HOW MANY OF THE 20 DISCUSSIONS (I.E., 6 FOCUS GROUPS PLUS 14 INTERVIEWS) EACH WAS BROUGHT UP.NUMERICAL DATA WAS USED TO CONTEXTUALIZE COMMUNITY INPUT AND PROVIDE BACKGROUND ON THE DEMOGRAPHICS AND HEALTH OF SAN FRANCISCANS. THESE CAME FROM MYRIAD PUBLICLY AVAILABLE DATA PORTALS AND REPORTS, INCLUDING THOSE PUBLISHED BY THE SAN FRANCISCO DEPARTMENT OF PUBLIC HEALTH AND THE CITY AND COUNTY OF SAN FRANCISCO. THE ORGANIZATION USED THE MOST RECENTLY AVAILABLE DATA THAT INCLUDED AS MANY RACE/ETHNICITY GROUPS AS POSSIBLE. HEBREW HOME FOR AGED DISABLED PART V, SECTION B, LINE 6A: THE SAN FRANCISCO CHNA IS CONDUCTED AS PART OF THE SAN FRANCISCO HEALTH IMPROVEMENT PARTNERSHIP (SFHIP), WHICH IS A COLLABORATIVE BODY WHOSE MISSION IS TO IMPROVE COMMUNITY HEALTH AND WELLNESS IN SAN FRANCISCO THROUGH COLLECTIVE IMPACT. THE OTHER HOSPITAL FACILITIES WHO ARE INCLUDED IN SFHIP WHO ASSISTED IN COMPLETING THE CHNA INCLUDE: KAISER PERMANENTE; SUTTER HEALTH CALIFORNIA PACIFIC MEDICAL CENTER; UNIVERSITY OF CALIFORNIA, FRANCISCO; UCSF HEALTH SAINT FRANCIS MEMORIAL HOSPITAL; AND UCSF HEALTH SAINT MARY'S MEDICAL CENTER. THIS CHNA SERVES AS THE COMMON BASIS FOR ALL SAN FRANCISCO'S HOSPITAL CHNAS, INCLUDING SFCJL'S. HEBREW HOME FOR AGED DISABLED PART V, SECTION B, LINE 6B: OTHER NON-HOSPITAL FACILITIES WHO COLLABORATED WITH SFHIP IN DEVELOPING THE MOST RECENT CHNA INCLUDE: AFRICAN AMERICAN HEALTH EQUITY COALITION; APA FAMILY SUPPORT SERVICES; ASIAN & PACIFIC ISLANDER HEALTH PARITY COALITION; CHICANO/LATINO/INDIGENA HEALTH EQUITY COALITION; CHINESE COMMUNITY HEALTH RESOURCE CENTER; RAFIKI COALITION FOR HEALTH AND WELLNESS; SAN FRANCISCO AIDS FOUNDATION; SAN FRANCISCO COMMUNITY CLINIC CONSORTIUM; SAN FRANCISCO DEPARTMENT OF PUBLIC HEALTH; AND SAN FRANCISCO UNIFIED SCHOOL DISTRICT. HEBREW HOME FOR AGED DISABLED PART V, SECTION B, LINE 11: THE PRIORITIZED HEALTH NEEDS IDENTIFIED IN THE 2025 CHNA INCLUDE: 1) ACCESS TO CARE 2) BEHAVIORAL HEALTH 3) ECONOMIC SECURITY TO ADDRESS THE HEALTH NEED OF "ACCESS TO CARE," THE ORGANIZATION HAS OUTLINED FOUR GOALS, ALONG WITH STRATEGIES FOR EACH GOAL TO ASSIST IN ITS ACHIEVEMENT:(I) THE ORGANIZATION PLANS ON DEVELOPING A COORDINATED OUTREACH AND MARKETING PROGRAM THAT COMMUNICATES CONSISTENT MESSAGING ACROSS THE CONTINUUM OF CARE, STRENGTHENS INTERNAL CULTURE AND ACCOUNTABILITY, AND BUILDS SUSTAINABLE COMMUNITY PARTNERSHIPS. TO DO SO, THE ORGANIZATION: WILL DEVELOP UNIVERSAL COLLATERAL (BROCHURES, REPORT CARDS, SCRIPTS, ELEVATOR PITCHES, QR CODES, SOCIAL MEDIA CONTENT) AND SHARE THEM WITH LOCAL PROVIDERS/ORGANIZATIONS; WILL HOST SMALL GROUP EVENTS FOCUSED ON 3 ORGANIZATIONS QUARTERLY AND SCHEDULE ON-SITE PRESENTATIONS OF SPECIALIZED CLINICAL PROGRAMS; DEVELOP A STRATEGIC PLAN FOR OUTREACH, AND DETERMINE OUTREACH ROLES AND RESPONSIBILITIES; AND BUILD AN OUTREACH DASHBOARD FOR METRICS TRACKING (REFERRALS, CENSUS, CRM).(II) TO INCREASE AWARENESS OF THE IMPORTANCE OF COMMUNITY MENTAL HEALTH AND WELL-BEING, THE ORGANIZATION WILL DEVELOP COMMUNITY EDUCATIONAL PROGRAMS FOCUSED ON BEHAVIORAL HEALTH SERVICES AND THEIR BENEFIT TO THE COMMUNITY. THESE WILL INCLUDE AN ANNUAL COMMUNITY LECTURE SERIES DURING MENTAL HEALTH AWARENESS MONTH, AS WELL AS A MENTAL HEALTH ANNUAL AWARENESS MONTH RESOURCE FAIR(III) THE ORGANIZATION PLANS ON REVAMPING ITS ADMISSIONS DEPARTMENT TO STRENGTHEN ACCESS TO SNF BEDS. TO DO SO, IT WILL: IDENTIFY ROLES AND FUNCTIONS, HIRE A LEADER AND SUPPORT STAFF, AND PROVIDE APPROPRIATE OVERSIGHT; MAP CURRENT WORKFLOWS, IDENTIFY SYSTEMATIC FLAWS/GAPS, AND DEVELOP AND IMPLEMENT A NEW STREAMLINED SYSTEM; AND DEVELOP METRICS OF SUCCESS.(IV) THE ORGANIZATION PLANS ON DEVELOPING NEW VACCINATION STRATEGIES TO INCREASE STAFF VACCINATION RATES. TO DO SO, IT WILL: ASSIGN SUPERVISORS THE ROSTER OF THEIR STAFF TO GET CONSENT OF VACCINATION ON SITE, DECLINE WITH VALID REASON, OR ATTESTATION THAT THEY'VE RECEIVED THE VACCINE ELSEWHERE WITH PROOF; COORDINATE WITH PHARMACIES TO OPTIMIZE CLINICS; AND OFFER POSITIVE REINFORCEMENT TO THE DEPARTMENT WITH THE HIGHEST PERCENTAGE OF VACCINATED STAFF MEMBERS.TO ADDRESS THE HEALTH NEED OF "BEHAVIORAL HEALTH", THE ORGANIZATION HAS OUTLINED TWO GOALS, ALONG WITH STRATEGIES FOR EACH GOAL TO ASSIST IN ITS ACHIEVEMENT:(I) THE ORGANIZATION PLANS ON SCREENING AND EVALUATING SNF RESIDENTS FOR DEPRESSION AND COGNITION LEVEL. TO DO SO, IT WILL: CONDUCT A COGNITIVE SCREEN AND DEPRESSION EVALUATION FOR ALL RESIDENTS UPON ADMISSION OR AT THE START OF THE PROGRAM TO ESTABLISH A CLEAR BASELINE; CONDUCT A COGNITIVE SCREEN AND DEPRESSION EVALUATION WHEN THERE IS A SIGNIFICANT CHANGE IN STATUS, NEW BEHAVIORAL SYMPTOMS, OR RESIDENT/FAMILY/STAFF CONCERNS; AND TRIGGER AN ACTION PLAN AND IMPLEMENT INTERVENTIONS FOR A POSITIVE SCREEN.(II) THE ORGANIZATION PLANS ON REDUCING OVERDOSES FOR PATIENTS WITH OPIOID DISORDERS UPON DISCHARGE BY DEVELOPING A RISK REDUCTION PROGRAM. THE PROGRAM WILL ENTAIL A STANDARDIZED RISK ASSESSMENT FOR EVERY PATIENT FLAGGED FOR AN OPIOID PRESCRIPTION AT DISCHARGE; MANDATE A PRESCRIPTION DRUG MONITORING PROGRAM REVIEW; CO-PRESCRIBE NALOXONE TO ALL HIGH-RISK PATIENTS; AND PROVIDE A "DISCHARGE RISK REDUCTION TOOLKIT" FOR EVERY HIGH-RISK PATIENT (AND THEIR FAMILY).TO ADDRESS THE HEALTH NEED OF "ECONOMIC SECURITY", THE ORGANIZATION HAS OUTLINED THREE GOALS, ALONG WITH STRATEGIES FOR EACH GOAL TO ASSIST IN ITS ACHIEVEMENT:(I) THE ORGANIZATION PLANS ON LAUNCHING A NURSING TRAINING ACADEMY. TO DO SO, IT WILL: SECURE A PHYSICAL SPACE FOR THE ACADEMY WHICH WILL INCLUDE A CLASSROOM, CLINICAL LAB, AND APPROPRIATE EQUIPMENT; IDENTIFY AND HIRE AN APPROPRIATE STAFF INSTRUCTOR, PROGRAM DIRECTOR, AND SCHOOL ADMINISTRATOR; DEVELOP AND SUBMIT THE PROGRAM CURRICULUM TO GOVERNING BODIES/AGENCIES; AND MARKET/LAUNCH THE ACADEMY AND RECRUIT STUDENTS.(II) THE ORGANIZATION PLANS ON CREATING A VOLUNTEER TUTORING PROGRAM IN PARTNERSHIP WITH THE SAN FRANCISCO PUBLIC LIBRARY THAT PROVIDES PERSONALIZED SUPPORT AND GUIDANCE TO STUDENTS, AND STRENGTHEN COMPREHENSION AND BOOST CONFIDENCE IN SUBJECTS SUCH AS ENGLISH, MATH, AND SPANISH. TO DO SO, IT WILL RECRUIT VOLUNTEERS TO PROVIDE TUTORING (5 TO BE IDENTIFIED BY Q1 OF 2025) AND FOSTER RELATIONSHIPS WITH THE SAN FRANCISCO PUBLIC LIBRARY EXCELSIOR TO IDENTIFY STUDENTS WHO HAVE A NEED.(III) THE ORGANIZATION PLANS ON COLLABORATING WITH MORRISON LIVING TO SUPPLY RESOURCES AND PLAN ACTIVITIES THAT PROMOTE FOOD SECURITY AND HEALTHY EATING FOR STAFF. TO DO SO, IT WILL PROVIDE CAMPUS-WIDE SUBSIDIZED HEALTHFUL MEALS, AN ANNUAL CAMPUS-WIDE SUBSIDIZED FARMER'S MARKET, AND A WINTER HOLIDAY HEALTHFUL SNACK CARE PACKAGE. HEBREW HOME FOR AGED DISABLED PART V, SECTION B, LINE 13B: MEDICAID/MEDICARE, STATE REGULATION 1 1 - HEBREW HOME FOR AGED DISABLED 302 SILVER AVENUE SAN FRANCISCO CA 94112 SKILLED NURSING FACILITY AND REHABILITATION CENTER PART I, LINE 7: A COST TO CHARGE RATIO, AS DETERMINED BY WORKSHEET 2 OF THE SCHEDULE H INSTRUCTIONS, WAS USED TO CALCULATE THE AMOUNTS REPORTED ON LINE 7C.THE INFORMATION PRESENT ON SCHEDULE H, PART I, LINE 7 DOES ENCOMPASS MANY "NON-HOSPITAL" ACTIVITIES OF THE ORGANIZATION, SUCH AS ITS SKILLED-NURSING FACILITY. PART I, LN 7 COL(F): BAD DEBT EXPENSE IS REPORTED AS A NET ADJUSTMENT TO PATIENT CHARGES AND THEREFORE, IS NOT INCLUDED AS A PART OF TOTAL EXPENSES FROM FORM 990, PART IX, LINE 25, COLUMN A. PART III, LINE 2: UNCOLLECTED RESIDENT ACCOUNTS ARE ANALYZED BASED ON STANDARD PROCEDURES FOR ALL RESIDENT ACCOUNTS. MANAGEMENT REGULARLY REVIEWS DATA ABOUT THESE MAJOR PAYOR SOURCES OF REVENUE IN EVALUATING THE SUFFICIENCY OF THE ALLOWANCE FOR DOUBTFUL ACCOUNTS. FOR RECEIVABLES ASSOCIATED WITH SERVICES PROVIDED TO PATIENTS WHO HAVE THIRD-PARTY COVERAGE, THE ORGANIZATION ANALYZES CONTRACTUALLY DUE AMOUNTS AND PROVIDES AN ALLOWANCE FOR DOUBTFUL ACCOUNTS AND A PROVISION FOR BAD DEBTS, IF NECESSARY (FOR EXAMPLE, FOR EXPECTED UNCOLLECTIBLE DEDUCTIBLES AND COPAYMENTS ON ACCOUNTS FOR WHICH THE THIRD-PARTY PAYOR HAS NOT YET PAID, OR FOR PAYORS WHO ARE KNOWN TO BE HAVING FINANCIAL DIFFICULTIES THAT MAKE THE REALIZATION OF AMOUNTS DUE UNLIKELY).FOR RECEIVABLES ASSOCIATED WITH SELF-PAY PATIENTS (WHICH INCLUDES BOTH PATIENTS WITHOUT INSURANCE AND PATIENTS WITH DEDUCTIBLE AND COPAYMENT BALANCES DUE FOR WHICH THIRD-PARTY COVERAGE EXISTS FOR PART OF THE BILL), THE ORGANIZATION RECORDS A SIGNIFICANT PROVISION FOR BAD DEBTS IN THE PERIOD OF SERVICE ON THE BASIS OF ITS PAST EXPERIENCE, WHICH INDICATES THAT MANY PATIENTS ARE UNABLE OR UNWILLING TO PAY THE PORTION OF THEIR BILL FOR WHICH THEY ARE FINANCIALLY RESPONSIBLE. THE DIFFERENCE BETWEEN THE STANDARD RATES (OR THE DISCOUNTED RATES, IF NEGOTIATED) AND THE AMOUNTS ACTUALLY COLLECTED AFTER ALL REASONABLE COLLECTION EFFORTS HAVE BEEN EXHAUSTED IS CHARGED OFF AGAINST THE ALLOWANCE FOR DOUBTFUL ACCOUNTS.FOR UNINSURED PATIENTS THAT DO NOT QUALIFY FOR CHARITY CARE, THE ORGANIZATION RECOGNIZES REVENUE ON THE BASIS OF ITS STANDARD RATES FOR SERVICES PROVIDED. BASED ON HISTORICAL EXPERIENCE, A SIGNIFICANT PORTION OF THE ORGANIZATION'S UNINSURED PATIENTS WILL BE UNABLE OR UNWILLING TO PAY FOR THE SERVICES PROVIDED. THUS, THE ORGANIZATION RECORDS A SIGNIFICANT PROVISION FOR BAD DEBTS RELATED TO UNINSURED PATIENTS IN THE PERIOD THE SERVICES ARE PROVIDED. PART III, LINE 4: THE FOOTNOTE IN THE AUDITED FINANCIAL STATEMENTS THAT ADDRESSES "PATIENT ACCOUNTS RECEIVABLE, NET", WHICH INCLUDES A DISCUSSION OF "ALLOWANCE FOR DOUBTFUL ACCOUNTS" CAN BE FOUND ON PAGE 10 OF THE AUDITED FINANCIAL STATEMENTS; IN ADDITION, NOTE 14 - NET PATIENT SERVICE REVENUE" ON PAGES 26-27 ADDRESSES BAD DEBT EXPENSE. PART III, LINE 8: MEDICARE ALLOWABLE COSTS WERE CALCULATED USING A COST-TO-CHARGE RATIO. THE AMOUNTS REPORTED IN LINES 5, 6, AND 7 COME FROM THE ORGANIZATION'S FILED MEDICARE COST REPORT. THE TOTAL REVENUE EQUATES TO MEDICARE PAYMENTS, AND THE MEDICARE ALLOWABLE COSTS ARE DETERMINED ON THE MEDICARE COST REPORT THAT UTILIZED COST TO CHARGE RATIOS APPLIED TO COVERED MEDICARE REVENUES. PART III, LINE 9B: PATIENTS WHO ARE KNOWN TO QUALIFY FOR FINANCIAL ASSISTANCE MAY REQUEST AND NEGOTIATE THE TERMS OF AN EXTENDED PAYMENT PLAN. IF THE PATIENT AND SFCJL AGREE ON A PAYMENT PLAN, THE PATIENT MUST MAKE REGULAR, TIMELY PAYMENTS. A PATIENT WHO DOES NOT COMPLY WILL BE SENT TO COLLECTIONS, MAY HAVE ADVERSE INFORMATION REPORTED TO A CREDIT AGENCY, AND MAY BE SUBJECT TO A PROPERTY LIEN, EXCLUDING THE PATIENT'S PRIMARY RESIDENCE. HOWEVER, ASSET INFORMATION OBTAINED IN THE CHARITY CARE ELIGIBILITY DETERMINATION PROCESS ARE NOT USED FOR COLLECTION ACTIVITIES. PART VI, LINE 2: TO ASSESS COMMUNITY STRENGTHS, HEALTH NEEDS, AND SUGGESTED SOLUTIONS, THE ORGANIZATION USED BOTH EXPERIENTIAL INSIGHTS AND EMPIRICAL DATA. COMMUNITY INSIGHTS WERE SHARED BETWEEN MAY AND SEPTEMBER 2024, THROUGH SIX FOCUS GROUPS AND 14 KEY INFORMANT INTERVIEWS CONDUCTED AS PART OF THE CHNA. PARTICIPANTS IN THE FOCUS GROUPS WERE AFFILIATED WITH THE AFRICAN AMERICAN HEALTH EQUITY COALITION, THE ASIAN & PACIFIC ISLANDER HEALTH PARITY COALITION (APIHPC), THE CHICANO/LATINO/INDIGENA HEALTH EQUITY COALITION (CLI), COMMUNITY CLINICS, HEALTH INSURERS, AND PEOPLE WITH DISABILITIES. THE FOCUS GROUPS CENTERED AROUND THE THREE HEALTH EQUITY COALITIONS TO PROVIDE INFORMATION ON THEIR CLIENTS, PARTICIPANTS, AND COMMUNITY MEMBERS. RECOGNIZING THE TRUSTED AND CULTURALLY CONCORDANT RELATIONSHIP THAT THESE GROUPS HAVE WITH AND WITHIN THEIR COMMUNITIES WAS ALSO A WAY FOR THE CHNA TO INSTILL EQUITY INTO THE OVERALL PROCESS BY INCLUDING THEM AS PARTNERS, NOT ONLY AS FOCUS GROUP PARTICIPANTS BUT ALSO MEMBERS OF SFHIP. KEY INFORMANT INTERVIEWS WERE ALSO CONDUCTED WITH PARTICIPANTS FROM: APA FAMILY SUPPORT SERVICES; BAYVIEW HUNTERS POINT YMCA AND HOPE SF; FAACTS COALITION; HOMELESS PRENATAL PROGRAM; LARKIN YOUTH SERVICES; MISSION NEIGHBORHOOD HEALTH CENTERS; ON LOK SENIOR SERVICES; SAN FRANCISCO AFRICAN AMERICAN FAITH BASED COALITION; SAN FRANCISCO COMMUNITY CLINIC CONSORTIUM; SAN FRANCISCO DEPARTMENT OF PUBLIC HEALTH; SAN FRANCISCO HUMAN RIGHTS COMMISSION; SAN FRANCISCO UNIFIED SCHOOL DISTRICT; SAN FRANCISCO AIDS FOUNDATION; AND TRANSGENDER DISTRICT AND SAN FRANCISCO COMMUNITY HEALTH CENTER.THE FOCUS GROUP AND INTERVIEW DISCUSSIONS WERE ONLINE, IN ENGLISH; PARTICIPANTS RECEIVED A $50 GIFT CARD FOR PARTICIPATION. THE CONVERSATIONS WERE RECORDED, PROFESSIONALLY TRANSCRIBED, AND ENTERED INTO THE QUALITATIVE RESEARCH SOFTWARE DEDOOSE. THE ORGANIZATION MADE A LIST OF ALL THE MENTIONED COMMUNITY STRENGTHS, HEALTH NEEDS, AND SUGGESTED SOLUTIONS, AND TALLIED IN HOW MANY OF THE 20 DISCUSSIONS (I.E., 6 FOCUS GROUPS PLUS 14 INTERVIEWS) EACH WAS BROUGHT UP.NUMERICAL DATA WAS USED TO CONTEXTUALIZE COMMUNITY INPUT AND PROVIDE BACKGROUND ON THE DEMOGRAPHICS AND HEALTH OF SAN FRANCISCANS. THESE CAME FROM MYRIAD PUBLICLY AVAILABLE DATA PORTALS AND REPORTS, INCLUDING THOSE PUBLISHED BY THE SAN FRANCISCO DEPARTMENT OF PUBLIC HEALTH AND THE CITY AND COUNTY OF SAN FRANCISCO. THE ORGANIZATION USED THE MOST RECENTLY AVAILABLE DATA THAT INCLUDED AS MANY RACE/ETHNICITY GROUPS AS POSSIBLE. PART VI, LINE 3: A RESIDENT SERVICES COORDINATOR STAFF MEMBER 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.WRITTEN NOTICE OF THE ORGANIZATION'S CHARITY CARE AND DISCOUNT PAYMENT POLICY FOR FINANCIALLY QUALIFIED PATIENTS IS CLEARLY AND CONSPICUOUSLY POSTED AND VISIBLE TO THE PUBLIC IN THE ADMISSIONS OFFICE AND THE BILLING DEPARTMENT. THE NOTICE INCLUDES INFORMATION ABOUT ELIGIBILITY, AND CONTACT INFORMATION FOR THE ORGANIZATION'S PATIENT FINANCIAL SERVICES STAFF, FROM WHOM PATIENTS AND OTHER INTERESTED PERSONS CAN OBTAIN FURTHER INFORMATION ABOUT THIS POLICY.LASTLY, ALL PRIVATE INVOICES THAT ARE MAILED MONTHLY TO PATIENTS INCLUDE THE FOLLOWING STATEMENT: "IF YOU ARE NOT ABLE TO PAY THE BALANCE IN FULL, PLEASE CONTACT THE PATIENT FINANCIAL SERVICES OFFICE FOR PAYMENT OPTIONS."WRITTEN NOTICE, INCLUDING THE ABOVE INFORMATION, IS GIVEN TO EACH PATIENT AS A PART OF THEIR ADMISSION PACKET. PART VI, LINE 4: THE CITY AND COUNTY OF SAN FRANCISCO, WITH 827,526 PEOPLE, IS THE FOURTH-MOST POPULOUS CITY IN CALIFORNIA AND THE 17TH-MOST POPULOUS CITY IN THE UNITED STATES. ITS 46.9 SQUARE MILES IS OFTEN ROUNDED UP TO 49, TO CONNECT TO 1849, THE YEAR THAT STARTED THE GOLD RUSH AND THE NICKNAME FOR SAN FRANCISCANS AS THE 49ERS. THIS COMPACT AREA MAKES SAN FRANCISCO THE SMALLEST GEOGRAPHIC COUNTY IN CALIFORNIA AND THE SECOND-MOST DENSELY POPULATED MAJOR U.S. CITY (AFTER NEW YORK CITY), WHICH CONTRIBUTE TO THE HIGH COST OF PROPERTY AND LIVING, AND THE COROLLARY IMPACT ON HOUSING DISPARITIES.SAN FRANCISCO IS DIVERSE, WITH ALMOST HALF OF RESIDENTS SPEAKING A LANGUAGE OTHER THAN ENGLISH AT HOME AND MOST IDENTIFYING AS PEOPLE OF COLOR. SAN FRANCISCO WORKERS ARE MOSTLY EMPLOYED IN THE SERVICE INDUSTRY. RACE AND ETHNIC BREAKDOWNS ARE AS FOLLOWS: AMERICAN INDIAN AND ALASKA NATIVE ACCOUNTS FOR 2% OF THE POPULATION; ASIAN ACCOUNTS FOR 39% OF THE POPULATION; BLACK OR AFRICAN AMERICAN ACCOUNTS FOR 7% OF THE POPULATION; HISPANIC OR LATINO ACCOUNTS FOR 16% OF THE POPULATION; NATIVE HAWAIIAN AND OTHER PACIFIC ISLANDER ACCOUNTS FOR 1% OF THE POPULATION; WHITE ACCOUNTS FOR 50% OF THE POPULATION; AND OTHER RACES ACCOUNT FOR 13% OF THE POPULATION. THE MOST COMMON EMPLOYMENT SECTORS ARE PROFESSIONAL, SCIENTIFIC, AND ADMINISTRATIVE SERVICES (27%) AND EDUCATIONAL, HEALTHCARE, AND SOCIAL SERVICES (20%).ON A RANGE OF HEALTH, SOCIAL, AND ECONOMIC INDICATORS, SAN FRANCISCO IS DOING BETTER THAN MANY OTHER CITIES. GOING BEYOND AVERAGES AND SUMMARY METRICS, HOWEVER, EXPOSES INCONSISTENT WELLBEING, ESPECIALLY BY RACE/ETHNICITY, I.E., OUTCOMES OVERALL ARE BETTER THAN AVERAGE, BUT THE IMPACT OF RACIAL DISPARITIES IS WORSE. AN EXAMPLE OF THIS IS IN LIFE EXPECTANCY. ON AVERAGE, SAN FRANCISCANS HAVE A LIFE EXPECTANCY OF 82.4 YEARS. THERE WAS ALSO 5,600 YEARS OF POTENTIAL LIFE LOST AMONG PEOPLE UNDER AGE 75 (PER 100,000 POPULATION), DRIVEN BY STARK DISPARITIES IN PREMATURE DEATHS AMONG BLACK/AFRICAN AMERICAN AND NATIVE HAWAIIAN/PACIFIC ISLANDER RESIDENTS. THESE DISPARITIES HIGHLIGHT THE NEED FOR TARGETED INTERVENTIONS AND SYSTEMIC CHANGES TO ENSURE THAT ALL SAN FRANCISCANS HAVE EQUITABLE OPPORTUNITIES FOR HEALTH AND LONGEVITY. PART VI, LINE 5: THE SFCJL ACUTE GERIATRIC PSYCHIATRY HOSPITAL UNIT AND OUR SKILLED NURSING FACILITY, WHICH PROVIDES SHORT TERM REHABILITATION AND LONG-TERM CARE, PLAY A VITAL ROLE IN ADDRESSING THE COMMUNITY'S CONTINUED NEED FOR ACCESS TO CARE, BEHAVIORAL HEALTH SERVICES, AND ECONOMIC SECURITY, PARTICULARLY FOR THE GROWING POPULATION OF OLDER ADULTS. SFCJL ALSO REMAINS COMMITTED TO MEETING THE NEEDS OF THE GREATER COMMUNITY ESPECIALLY AS IT PERTAINS TO ECONOMIC SECURITY AND THE DEVELOPMENT OF A WORKFORCE FOR THE FUTURE. THE ORGANIZATION IS FORTUNATE TO BE CO-LOCATED WITH NUMEROUS CLINICAL AND SUPPORT SERVICES ON OUR NINE-ACRE CAMPUS. PATIENTS HAVE ACCESS TO PAIN MANAGEMENT SERVICES, CARE PLANNING, DENTAL CARE, PHARMACY, AUDIOLOGY, PHYSICAL REHABILITATION, OCCUPATIONAL THERAPY, NUTRITION COUNSELING, AND A HOST OF SOCIAL, SPIRITUAL, AND ENRICHMENT OPPORTUNITIES. ALL THESE SERVICES HELP TO SOCIALIZE PATIENTS AND REDUCE THEIR SENSE OF ISOLATION. WE ALSO OFFER INDIVIDUALIZED PATIENT EDUCATION AND SKILLS-BASED GROUPS TO STRENGTHEN PATIENTS' COPING SKILLS IN PREPARATION FOR SUCCESSFUL POST-DISCHARGE COMMUNITY LIVING. PART VI, LINE 7, REPORTS FILED WITH STATES CA X X X X 1 1 0 0 0 0 0 0 0 ADRIENNE GREEN MD PRESIDENT & CEO 727349 0 42500 0 0 0 9750 0 6376 0 785975 0 0 0 DAVID CALDWELL CFO (THRU 2/2025) 307977 0 0 0 0 0 2769 0 4 0 310750 0 0 0 PEGGY CMIEL DIR OF NURSING/CLIN OPS (THRU 12/202 227757 0 0 0 65710 0 3824 0 6672 0 303963 0 0 0 DANIEL RUTH FORMER PRESIDENT & CEO 0 0 0 0 290426 0 0 0 0 0 290426 0 0 0 STACEY PALEVSKY LEWIS CHIEF DEVELOPMENT OFFICER 269863 0 0 0 0 0 4403 0 6412 0 280678 0 0 0 MARY CONNICK FORMER CFO (THRU 2/2024) 101059 0 0 0 141337 0 1875 0 20 0 244291 0 0 0 STEPHEN HALL MEDICAL DIRECTOR 216326 0 0 0 0 0 1731 0 11678 0 229735 0 0 0 CAM HO REGISTERED NURSE 210382 0 7500 0 0 0 0 0 6574 0 224456 0 0 0 MARK FELTT DIRECTOR OF PLANT OPERATIONS 221284 0 0 0 0 0 0 0 2179 0 223463 0 0 0 KEVIN BEUTLER CHIEF HUMAN RESOURCES OFFICER 212148 0 0 0 0 0 2558 0 1706 0 216412 0 0 0 SANDRA GUAN REGISTERED NURSE 212979 0 0 0 0 0 0 0 0 0 212979 0 0 0 MARILYN MINERALES LICENSED VOCATIONAL NURSE 198163 0 0 0 2162 0 0 0 4747 0 205072 0 0 0 EDWINA TANG ED FRANK RESIDENCES/COO (START 1/202 193222 0 0 0 0 0 3244 0 2787 0 199253 0 0 0 HANH TA LIC NURSE HOME ADMIN (THRU 10/2025) 159288 0 0 0 0 0 0 0 1392 0 160680 0 0 0 PART I, LINES 4A-B DURING THE 2024 CALENDAR YEAR, DANIEL RUTH RECEIVED A SEVERANCE PAYMENT OF $290,426 FROM THE ORGANIZATION, WHICH WAS TAXABLE COMPENSATION TO HIM AND REPORTED WITHIN FORM 990, PART VII, COLUMN (D) AND SCHEDULE J, PART II, COLUMN (B)(III). DURING THE 2024 CALENDAR YEAR, DANIEL RUTH WAS A PARTICIPANT IN A SUPPLEMENTAL 457(F) PLAN SPONSORED BY THE ORGANIZATION. THERE WERE NO EMPLOYER CONTRIBUTIONS TO THE 457(F) OR AMOUNTS CHARACTERIZED AS TAXABLE INCOME DUE TO VESTING OF THE 457(F) PLAN DURING THE 2024 CALENDAR YEAR. A CALIFORNIA STATEWIDE COMMUNITIES DEVELOPMENT AUTHORITY 680164610 13080SPQ1 2016-11-29 142815660 CONSTRUCTION OF TWO NEW RESIDENTIAL CARE FACILITY BUILDINGS 0 0 0 B CALIFORNIA STATEWIDE COMMUNITIES DEVELOPMENT AUTHORITY 680164610 13080SK37 2021-11-17 33184965 CONSTRUCTION OF NEW FACILITY BUILDING 0 0 0 A 42245000 142815660 3412327 1960461 7211174 12549544 117829531 2020 0 0 1 1 B 33184965 1003075 663699 1522907 29928478 112120 2022 0 0 1 1 A 0 0 1 1 0 0.00000 0.00000 0.00000 0 0 1 B 0 0 1 1 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 0 1 1 0 0 0 1 B 0 1 0 0 0 0 0 0 1 A 1 B 1 DATE REBATE COMPUTATION PERFORMED ISSUER NAME: CALIFORNIA STATEWIDE COMMUNITIES DEVELOPMENT AUTHORITY DATE THE REBATE COMPUTATION WAS PERFORMED: 12/06/2019 DANIEL RUTH FORMER PRESIDENT & CEO COMPENSATION PACKAGE X 800000 800000 0 1 1 800000 FORM 990, PART VI, SECTION A, LINE 5 DURING THE YEAR ENDED JUNE 30, 2025, THE ORGANIZATION EXPERIENCED A CYBERSECURITY BREACH IN THE FORM OF TWO SEPARATE SOCIALLY ENGINEERED E-MAILS (PHISHING ATTEMPTS) REQUESTING WIRE TRANSFERS FOR ILLEGITIMATE VENDOR PAYMENTS THAT RESULTED IN FINANCIAL LOSS TOTALING $3,709,987. THE BREACH WAS PROMPTLY REPORTED TO THE SAN FRANCISCO POLICE DEPARTMENT, U.S. DEPARTMENT OF HEALTH AND HUMAN SERVICES OFFICE FOR CIVIL RIGHTS, AS WELL AS APPROPRIATE INSURANCE AGENCIES. RECOVERY EFFORTS LED TO THE SUCCESSFUL RECOUPMENT OF $1,159,830 THROUGH THE BANK AND $500,000 IN INSURANCE PROCEEDS. THE NET FINANCIAL IMPACT OF THE INCIDENT WAS $2,050,157, WHICH HAS BEEN REFLECTED ON FORM 990, PART IX, LINE 24D. AS A RESULT OF THE BREACH, CHANGES WERE MADE TO THE INTERNAL INVOICE APPROVAL PROCESS, AS WELL AS A REVAMPING OF THE SIGNATURE AUTHORITY POLICY FOR THE ORGANIZATION. ADDITIONALLY, THE ELECTRONIC PAYMENTS APPROVAL PROCESS WAS ALSO IMPROVED, WHICH NOW MANDATES A TWO-PARTY APPROVAL WITHIN THE BANKING SYSTEM FOR TRANSFERS GREATER THAN A MATERIAL THRESHOLD OF $10,000. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT TAX ACCOUNTANT IN CONJUNCTION WITH THE ORGANIZATION'S ACCOUNTING AND FINANCE DEPARTMENT, AND THEN REVIEWED BY MANAGEMENT; ADJUSTMENTS ARE MADE, AS NECESSARY. A COMPLETE COPY OF THE FORM 990 IS THEN MADE AVAILABLE TO ALL MEMBERS OF THE BOARD OF TRUSTEES PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REGULARLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. EACH PERSON WHO IS DEEMED TO HAVE SUBSTANTIAL INFLUENCE OVER THE ORGANIZATION (INCLUDING TRUSTEES, OFFICERS, AND KEY EMPLOYEES) SIGNS AN ANNUAL DISCLOSURE STATEMENT WHICH AFFIRMS THAT THE PERSON HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, HAS READ AND UNDERSTOOD THE POLICY, AND HAS AGREED TO COMPLY WITH THE POLICY, AND DISCLOSES ANY DIRECT OR INDIRECT AFFILIATIONS. ALL ANNUAL DISCLOSURE STATEMENTS ARE SUBMITTED TO THE SECRETARY. EACH EMPLOYEE DISCLOSES TO THE CHIEF EXECUTIVE OFFICER ALL MATERIAL FACTS REGARDING THE AFFILIATION OF SUCH EMPLOYEE WITH ANY PERSON WITH WHOM THE ORGANIZATION IS CONSIDERING ENTERING A TRANSACTION; THE CHIEF EXECUTIVE OFFICER THEN DETERMINES WHETHER A CONFLICT OF INTEREST EXISTS FOR THESE EMPLOYEES. THE CHIEF EXECUTIVE OFFICER AND ANY OTHER PERSON WITH SUBSTANTIAL INFLUENCE OVER THE ORGANIZATION SHALL DISCLOSE TO THE BOARD ALL MATERIAL FACTS REGARDING HIS OR HER AFFILIATION WITH ANY PERSON WITH WHOM THE JEWISH HOME IS CONSIDERING ENTERING A TRANSACTION; THE BOARD THEN DETERMINES IF A CONFLICT OF INTEREST EXISTS FOR THE CHIEF EXECUTIVE OFFICER OR PERSON WITH SUBSTANTIAL INFLUENCE OVER THE ORGANIZATION. IF A BOARD MEMBER IS THE INDIVIDUAL WITH WHICH A CONFLICT OF INTEREST IS BEING DETERMINED, THE BOARD MEMBER IS NOT ALLOWED TO VOTE ON THE MATTER. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS REVIEWS AND APPROVES THE ANNUAL COMPENSATION PACKAGE FOR THE CHIEF EXECUTIVE OFFICER AND THE CHIEF FINANCIAL OFFICER BASED ON VARIOUS FACTORS, INCLUDING DATA COLLECTED FROM AN INDEPENDENT COMPENSATION CONSULTANT (WHO UTILIZES 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 AND CHIEF FINANCIAL OFFICER'S EMPLOYMENT CONTRACT. THE CHIEF EXECUTIVE OFFICER REVIEWS AND APPROVES THE ANNUAL COMPENSATION FOR THE OTHER EXECUTIVE TEAM MEMBERS BASED ON VARIOUS FACTORS, INCLUDING DATA COLLECTED FROM AN INDEPENDENT COMPENSATION CONSULTANT (DEPENDING ON POSITION) WHO UTILIZES COMPENSATION DATA OBTAINED FROM SURVEYS, 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 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G RECRUITING: PROGRAM SERVICE EXPENSES 256,389. MANAGEMENT AND GENERAL EXPENSES 59,401. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 315,790. CONTRACT SERVICES & PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 13,825,580. MANAGEMENT AND GENERAL EXPENSES 858,864. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 14,684,444. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 118,048. CHANGE IN BENEFICIAL INTEREST IN JEWISH HOME & SENIOR LIVING FOUNDATION 1,076,684. CHANGE IN INTEREST IN NET ASSETS OF JEWISH HOME & SENIOR LIVING FOUNDATION 5,508,498. CHARITABLE REMAINDER TRUSTS (2) CHARITABLE GIVING CA SFCJL 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0