Civic Intelligence

899 Charleston

990 • Fiscal year 2010 • EIN 03-0594291

Jul 01, 2009 to Jun 30, 2010 • Filed on May 16, 2011

Organization ProfileWWW.899CHARLESTON.ORG

View Organization Page

899 E Charleston Road94303
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

92nd percentile

1.02x

Higher debt load relative to assets than 92% of similar nonprofits.

2010 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2010

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2010

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2010

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2010

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2010

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets92nd percentile

Assets

$183,909,659

No earlier filing loaded for comparison.

Net Assets

-$4,487,043

No earlier filing loaded for comparison.

Liabilities

$188,396,702

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$16,425,527

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$300M$200M$100M$0-$100MAssets 2010: $183,909,659Liabilities 2010: $188,396,702Net Assets 2010: -$4,487,0432010Assets 2011: $188,505,131Liabilities 2011: $197,310,978Net Assets 2011: -$8,805,8472011Assets 2012: $175,917,916Liabilities 2012: $193,650,993Net Assets 2012: -$17,733,0772012Assets 2013: $176,223,098Liabilities 2013: $202,360,421Net Assets 2013: -$26,137,3232013Assets 2014: $161,915,092Liabilities 2014: $193,854,588Net Assets 2014: -$31,939,4962014Assets 2015: $152,679,950Liabilities 2015: $192,532,299Net Assets 2015: -$39,852,3492015Assets 2016: $150,382,883Liabilities 2016: $189,440,512Net Assets 2016: -$39,057,6292016Assets 2017: $149,412,636Liabilities 2017: $189,041,305Net Assets 2017: -$39,628,6692017Assets 2018: $146,913,586Liabilities 2018: $188,100,021Net Assets 2018: -$41,186,4352018Assets 2019: $145,777,237Liabilities 2019: $188,846,171Net Assets 2019: -$43,068,9342019Assets 2020: $145,194,279Liabilities 2020: $189,619,784Net Assets 2020: -$44,425,5052020Assets 2021: $143,487,864Liabilities 2021: $189,407,227Net Assets 2021: -$45,919,3632021Assets 2022: $136,462,765Liabilities 2022: $187,823,643Net Assets 2022: -$51,360,8782022Assets 2023: $136,006,219Liabilities 2023: $194,688,735Net Assets 2023: -$58,682,5162023Assets 2024: $138,950,165Liabilities 2024: $201,554,225Net Assets 2024: -$62,604,0602024

Highlighted filing

2010

Assets$183,909,659
Liabilities$188,396,702
Net Assets-$4,487,043
Open 2010 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$30M$20M$10M$0-$10MExpenses 2010: $16,425,5272010Expenses 2011: $19,316,3392011Revenue 2012: $7,961,599Expenses 2012: $16,207,043Net Income 2012: -$8,245,4442012Revenue 2013: $8,682,853Expenses 2013: $16,858,036Net Income 2013: -$8,175,1832013Revenue 2014: $11,574,710Expenses 2014: $17,662,150Net Income 2014: -$6,087,4402014Revenue 2015: $15,318,839Expenses 2015: $16,966,314Net Income 2015: -$1,647,4752015Revenue 2016: $13,941,314Expenses 2016: $17,344,997Net Income 2016: -$3,403,6832016Revenue 2017: $14,776,528Expenses 2017: $17,414,947Net Income 2017: -$2,638,4192017Revenue 2018: $16,092,033Expenses 2018: $17,978,230Net Income 2018: -$1,886,1972018Revenue 2019: $16,332,299Expenses 2019: $18,610,425Net Income 2019: -$2,278,1262019Revenue 2020: $16,732,164Expenses 2020: $18,492,634Net Income 2020: -$1,760,4702020Revenue 2021: $17,017,896Expenses 2021: $18,866,750Net Income 2021: -$1,848,8542021Revenue 2022: $14,361,135Expenses 2022: $19,652,726Net Income 2022: -$5,291,5912022Revenue 2023: $14,310,537Expenses 2023: $22,263,211Net Income 2023: -$7,952,6742023Revenue 2024: $17,955,693Expenses 2024: $22,351,354Net Income 2024: -$4,395,6612024

Highlighted filing

2010

Revenue-
Expenses$16,425,527
Net Income-
Open 2010 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2009 to Jun 30, 2010
Signed
May 16, 2011
Return Version
2009v1.7
Gross Receipts
$3,930,655
Mission and Program Overview

Mission

See schedule owe support the highest level of independence for each individual by promoting the pursuit of a healthful lifestyle and community involvement on our multigenerational campus. We seek to preserve jewish community values and traditions, while serving the diverse cultures & backgrounds of the entire peninsula region in offering a completely unique retirement option-"unretirement!"

Filing and Contact Details

Filer

EIN
03-0594291
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IRS990/ActivityOrMissionDescription0TO PROVIDE RESIDENTIAL FACILITIES DESIGNATED TO MEET THE NEEDS OF AGED PERSONS, ADDRESS THE WELL BEING OF THE RESIDENTS, AND ADOPT POLICIES TO PROTECT THEM AGAINST FINANCIAL RISKS
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IRS990/Description0CONSTRUCTion AND OPERATIon of 193 MAINTENANCE-FREE APARTMENTS, INCLUDING 182 units FOR INDEPENDENT LIVING AND 11 units FOR SPECIALIZED MEMORY SUPPORT, IN BUILDINGS THROUGHOUT THE PEDESTRIAN-FRIENDLY TAUBE-KORET CAMPUS FOR JEWISH LIFE, THE FIRST AND ONLY JEWISH-SPONSORED SENIOR LIVING COMMUNITY IN THE region south of san francisco, california. THE GOAL OF THIS UNIQUE NEIGHBORHOOD DESIGN IS TO FOSTER OPPORTUNITIES FOR OLDER ADULTS TO ENGAGE WITH INDIVIDUALS OF ALL AGES AS THEY PARTICIPATE IN ACTIVITIES AND ORGANIZATIONS ON THE CAMPUS. AS A CONTINUING CARE RETIREMENT COMMUNITY, 899 CHARLESTON ALSO PROVIDEs FOR RESIDENTS' FUTURE HEALTHCARE, as NEEDED. PERSONALIZED ASSISTED LIVING SERVICES are AVAILABLE, AND THE COMMUNITY INCLUDEs 11 MEMORY SUPPORT RESIDENCES ON CAMPUS. RESIDENTS ARE ALSO AFFORDED PRIORITY ACCESS TO SKILLED NURSING CARE THROUGH AN AFFILIATION WITH THE HEBREW HOME FOR AGED DISABLED. During the year, Moldaw Family Residences provided independent living and MEMORY SUPPORT LIVING to elderly residents. There were 87 residents at June 30, 2010.
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IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation0DONOR RECHARACTERIZED PRIOR YEAR CONTRIBUTION FROM THE ENDOWMENT FUND TO THE CAPITAL CAMPAIGN FUND.
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation1THE INTENDED USE OF THE ENDOWMENT FUND IS TO PROVIDE SUPPORT FOR RESIDENTS OF THE 899 CHARLESTON PROJECT OR ACCEPTED APPLICANTS WHO CANNOT AFFORD A PORTION OF EITHER THE ENTRY FEE OR THE CONTINUING MONTHLY COSTS.
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation21. UNREALIZED GAIN ON DERIVATIVE FINANCIAL INSTRUMENT $1,186,189. 2. CHANGE IN BENEFICIAL INTEREST IN JEWISH HOME & SENIOR LIVING FOUNDATION 154,487. -------------- TOTAL $1,340,676. ==============
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation3REVENUE INCLUDED ON FINANCIAL STATEMENTS BUT NOT ON FORM 990: 1. UNREALIZED GAIN ON DERIVATIVE FINANCIAL INSTRUMENT $1,186,189. 2. CHANGE IN BENEFICIAL INTEREST IN JEWISH HOME & SENIOR LIVING FOUNDATION 154,487. -------------- TOTAL $1,340,676. ==============
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier0ENDOWMENT FUNDS PART V
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier1ENDOWMENT FUNDS PART V
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier2OTHER PART XI
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier3OTHER PART XII
IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference0PART V, LINE 1b, COLUMN (A)
IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference1PART V, LINE 4
IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference2PART XI, LINE 8
IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference3PART XII, LINE 2d
IRS990ScheduleD/Land/BookValue013118538
IRS990ScheduleD/Land/OtherCostOrOtherBasis013118538
IRS990ScheduleD/OtherAmount01340676
IRS990ScheduleD/OtherAssets/BookValue03099314
IRS990ScheduleD/OtherAssets/BookValue13039406
IRS990ScheduleD/OtherAssets/BookValue23073042
IRS990ScheduleD/OtherAssets/BookValue324756
IRS990ScheduleD/OtherAssets/Description0BOND ISSUANCE COST, NET
IRS990ScheduleD/OtherAssets/Description1BENEFICIAL INTEREST IN JEWISH
IRS990ScheduleD/OtherAssets/Description2DEFERRED CONTINUING-CARE
IRS990ScheduleD/OtherAssets/Description3SUPPLIES
IRS990ScheduleD/OtherLandBuildings/BookValue03887576
IRS990ScheduleD/OtherLandBuildings/Depreciation0292456
IRS990ScheduleD/OtherLandBuildings/OtherCostOrOtherBasis04180032
IRS990ScheduleD/OtherLiabilities/Amount02188107
IRS990ScheduleD/OtherLiabilities/Amount137127482
IRS990ScheduleD/OtherLiabilities/Amount26620873
IRS990ScheduleD/OtherLiabilities/Description0REFUNDABLE DEPOSIT
IRS990ScheduleD/OtherLiabilities/Description1REFUNDABLE ENTRANCE FEES
IRS990ScheduleD/OtherLiabilities/Description2DERIVATIVE FINANCIAL INSTRUMENT
IRS990ScheduleD/OtherRevenues01340676
IRS990ScheduleD/PermanentEndowmentEOYBalance01.00000
IRS990ScheduleD/RevenueNotRptdF99001340676
IRS990ScheduleD/RevenueSubtotal03930655
IRS990ScheduleD/TotalAdjustments01340676
IRS990ScheduleD/TotalBookValueOtherAssets09236518
IRS990ScheduleD/TotalExpenses016425527
IRS990ScheduleD/TotalExpensesPerForm990016425527
IRS990ScheduleD/TotalOfAmounts045936462
IRS990ScheduleD/TotalOfBookValueLandBuildings0143739546
IRS990ScheduleD/TotalRevenue03930655
IRS990ScheduleD/TotalRevenuePerForm99003930655
IRS990ScheduleD/TotExpensesEtcAuditedFinclStmt016425527
IRS990ScheduleD/TotRevenueEtcAuditedFinclStmt05271331
IRS990ScheduleJ/AnyNonFixedPayments0false

Document Assets

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Filings

Displayed year

2010 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$183,909,659
Liabilities
$188,396,702
Net assets
-$4,487,043
Revenue
-
Expenses
$16,425,527
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$139$202$62.6$18.0$22.4$4.40
2023Detailed filing. Detailed filing data is available for this year.$136$195$58.7$14.3$22.3$7.95
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$136$188$51.4$14.4$19.7$5.29
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$143$189$45.9$17.0$18.9$1.85
2020Detailed filing. Detailed filing data is available for this year.$145$190$44.4$16.7$18.5$1.76
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$146$189$43.1$16.3$18.6$2.28
2018Detailed filing. Detailed filing data is available for this year.$147$188$41.2$16.1$18.0$1.89
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$149$189$39.6$14.8$17.4$2.64
2016Detailed filing. Detailed filing data is available for this year.$150$189$39.1$13.9$17.3$3.40
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$153$193$39.9$15.3$17.0$1.65
2014Detailed filing. Detailed filing data is available for this year.$162$194$31.9$11.6$17.7$6.09
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$176$202$26.1$8.68$16.9$8.18
2012Summary only. Only limited summary data is available for this year.$176$194$17.7$7.96$16.2$8.25
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$189$197$8.81$19.3
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$184$188$4.49$16.4