Civic Intelligence

Seacrest Foundation

990 • Fiscal year 2016 • EIN 30-0119295

Jul 01, 2015 to Jun 30, 2016 • Filed on Apr 10, 2017

211 Saxony RoadEncinitas, CA 92024

(760) 632-0081

Siviq Scores

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

Liabilities / Assets

22nd percentile

0.03x

Higher debt load relative to assets than 22% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

72nd percentile

0.65x

Higher debt load relative to revenue than 72% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Net Margin

84th percentile

26%

Higher net margin than 84% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

74th percentile

$264,710

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 21.0% of source-year revenue.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Asset Growth

57th percentile

3.5%

Faster asset growth than 57% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

8th percentile

-38%

Faster revenue growth than 8% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Assets

Up

$23,758,826

Up $806,921 (+3.5%) from 2015

Net Assets

Up

$22,940,835

Up $8,130 (+0.0%) from 2015

Liabilities

Up

$817,991

Up $798,791 (+4160%) from 2015

Revenue

Down

$1,261,381

Down $772,870 (-38%) from 2015

Expenses

Up

$938,162

Up $471,282 (+101%) from 2015

Net Income

Down

$323,219

Down $1,244,152 (-79%) from 2015

Historical Trend

Balance Sheet Trend

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

$60M$40M$20M$0Assets 2010: $16,061,093Liabilities 2010: $697,237Net Assets 2010: $15,363,8562010Assets 2011: $17,414,375Liabilities 2011: $244,294Net Assets 2011: $17,170,0812011Assets 2012: $18,679,847Liabilities 2012: $188,461Net Assets 2012: $18,491,3862012Assets 2013: $19,801,653Liabilities 2013: $18,292Net Assets 2013: $19,783,3612013Assets 2014: $22,916,488Liabilities 2014: $18,100Net Assets 2014: $22,898,3882014Assets 2015: $22,951,905Liabilities 2015: $19,200Net Assets 2015: $22,932,7052015Assets 2016: $23,758,826Liabilities 2016: $817,991Net Assets 2016: $22,940,8352016Assets 2017: $25,773,739Liabilities 2017: $189,691Net Assets 2017: $25,584,0482017Assets 2018: $28,341,385Liabilities 2018: $180,183Net Assets 2018: $28,161,2022018Assets 2019: $31,646,568Liabilities 2019: $201,793Net Assets 2019: $31,444,7752019Assets 2020: $32,848,687Liabilities 2020: $448,510Net Assets 2020: $32,400,1772020Assets 2021: $41,115,138Liabilities 2021: $107,946Net Assets 2021: $41,007,1922021Assets 2022: $36,338,181Liabilities 2022: $238,425Net Assets 2022: $36,099,7562022Assets 2023: $38,558,401Liabilities 2023: $726,298Net Assets 2023: $37,832,1032023Assets 2024: $44,110,437Liabilities 2024: $510,891Net Assets 2024: $43,599,5462024

Highlighted filing

2016

Assets$23,758,826
Liabilities$817,991
Net Assets$22,940,835

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $584,1852010Expenses 2011: $1,389,9802011Expenses 2012: $623,7292012Expenses 2013: $616,4992013Revenue 2014: $2,861,039Expenses 2014: $182,950Net Income 2014: $2,678,0892014Revenue 2015: $2,034,251Expenses 2015: $466,880Net Income 2015: $1,567,3712015Revenue 2016: $1,261,381Expenses 2016: $938,162Net Income 2016: $323,2192016Revenue 2017: $3,181,886Expenses 2017: $2,162,128Net Income 2017: $1,019,7582017Revenue 2018: $4,455,420Expenses 2018: $2,370,430Net Income 2018: $2,084,9902018Revenue 2019: $5,197,538Expenses 2019: $2,540,815Net Income 2019: $2,656,7232019Revenue 2020: $3,637,121Expenses 2020: $2,426,645Net Income 2020: $1,210,4762020Revenue 2021: $5,524,338Expenses 2021: $3,475,618Net Income 2021: $2,048,7202021Revenue 2022: $4,879,548Expenses 2022: $2,811,361Net Income 2022: $2,068,1872022Revenue 2023: $2,803,291Expenses 2023: $3,231,879Net Income 2023: -$428,5882023Revenue 2024: $5,257,421Expenses 2024: $2,980,379Net Income 2024: $2,277,0422024

Highlighted filing

2016

Revenue$1,261,381
Expenses$938,162
Net Income$323,219
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Apr 10, 2017
Return Version
2015v3.0
Gross Receipts
$3,424,403
Mission and Program Overview

Mission

To support san diego hebrew homes, seacrest at home and guardians of san diego in its provision of service to the elderly community of san diego county.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$13,342,551$13,675,205▲ $332,654
Investments Other Securities$6,362,259$5,999,213▼ $363,046
Savings and Temporary Cash Investments$2,673,392$3,449,799▲ $776,407
Pledges and Grants Receivable$438,171$361,775▼ $76,396
Accounts Receivable$79,051$209,470▲ $130,419
Total Assets$22,951,905$23,758,826▲ $806,921
Other Assets Total$56,481$63,364▲ $6,883
Liabilities
Grants Payable-$796,991-
Accounts Payable and Accrued Expenses$19,200$21,000▲ $1,800
Total Liabilities$19,200$817,991▲ $798,791
Net Assets / Fund Balance
Unrestricted Net Assets$18,369,278$18,672,618▲ $303,340
Temporarily Rstr Net Assets$3,919,572$3,524,362▼ $395,210
Permanently Rstr Net Assets$643,855$743,855▲ $100,000
Total Net Assets Fund Balance$22,932,705$22,940,835▲ $8,130
Total Liabilities and Net Assets / Fund Balance$22,951,905$23,758,826▲ $806,921

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$175,313--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$705,356$100,000▲ $8,015-$806,682
2014$672,822$33,405▲ $17,129-$705,356
2013-$610,450▲ $62,372-$672,822
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$493,766
Program Service Revenue
$0
Investment Income
$767,615
Other Revenue
$0
All Other Contributions
$493,766
Change in Net Assets
$323,219

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
Yes

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded1$101,804Fair Market Value (FMV) of Donated Shares
Total Noncash Contributions1$101,804-

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,192,791
Revenue Not Reported on Financial Statements
$68,590
Revenue Not Reported on Form 990
$-315,089
Total Revenue per Audited Statements
$877,702
Total Revenue per Form 990
$1,261,381
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$796,991
Other Expenses$141,171
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$796,991--$796,991
Fees for Service Investment Mgmnt Fees-$68,590-$68,590
Fees for Services Management-$30,000-$30,000
Fees for Services Accounting-$21,350-$21,350
Fees for Services Legal-$14,310-$14,310
Insurance-$3,531-$3,531
Office Expenses-$3,390-$3,390
Total Functional Expenses$796,991$141,171$0$938,162

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$938,162
Expenses per Audited Statements$869,572
Total Expenses per Audited Statements$869,572
Expenses Not Reported on Financial Statements$68,590
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
San Diego Hebrew HomesEncinitas, CA501(c)(3)Skilled Nursing Building Refurbishment$786,991
Jewish Home Care Services Incencinitas, CA501(c)(3)Support for financial assistance program$10,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 4

The Foundation amended its by-laws to reflect number of trustees and to reflect Jewish Home Care Services, Inc. (EIN:33-0352393) and Guardians of San Diego, Inc. (EIN: 33-0296029) as supported organizations.

Form 990, Part VI, Section B, line 11

The Form 990 is reviewed in detail by the CFO, a CPA, of San Diego Hebrew Homes (related entity). A copy is then forwarded to all Board members prior to IRS filing.

Form 990, Part VI, Section B, line 12C

Board members are required annually to complete a conflict of interest form. The chief foundation officer is responsible for alerting the board chair as to any possible conflicts. If any person has a conflict they are not allowed to vote on the transaction.

Form 990, Part VI, Section C, line 19

The organization's form 990, form 1023 and audited financial statements are publicly available at the organization's office during normal business hours. The conflict of interest documents are publicly available at the organization's office during normal business hours.

Filing and Contact Details

Filer

Filer Name
Seacrest Foundation
EIN
30-0119295
Phone
7606320081
Address
211 Saxony Road, Encinitas, CA 92024

Signing Officer

Name
Bradley Blose
Title
CFO
Phone
7606320081
Signed
2017-04-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bradley Blose
Formed
2002
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
30

Preparer

Firm
Moss Adams LLP
Address
4747 Executive Drive Suite 1300, San Diego, CA 92121
Preparer
Patricia J Mayer
Phone
8586271400
Supplemental Narrative

Additional Explanations

OTHER INFORMATION:

Seacrest foundation's mission is to support san diego hebrew homes, seacrest at home and guardians of san diego in its provision of service to the elderly community of san diego county. Seacrest foundation operations are solely focused on raising money, reviewing investment performance and promoting awareness of san diego hebrew homes, jewish home care services, inc. Dba seacrest at home and guardians of san diego's programs and services. Seacrest foundation successfully generated approximately $2 million from contributions and investment income. Seacrest foundation's successful fundraising efforts, mindful fiduciary management and thoughtful grant awards are significant to san diego hebrew homes, jewish home care services, inc. Dba seacrest at home and guardians of san diego's financial and programmatic performances.

Financial Statement Notes

Part V, Line 4:

For the san diego hebrew homes' resident assistance fund.

Part X, Line 2:

The foundation is exempt from income taxes under section 501(c)(3) of the internal revenue code and section 23701(d) of the california revenue and taxation code. The foundation has been determined by the internal revenue service not to be private foundation within the meaning of section 509(a) of the internal revenue code. The foundation may be subject to tax on income which is not related to its exempt purpose. The foundation reported no unrelated business income for the year ended june 30, 2016. The foundation follows 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 foundation 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 foundation does not have any uncertain tax positions as of june 30, 2016. The foundation files informational and income tax returns in the united states and various state and local jurisdictions.

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IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0Bradley Blose
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0PROVIDE SUPPORTING GRANTS TO JEWISH HOME CARE SERVICES, INC. DBA SEACREST AT HOME.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt010000
IRS990/ProgSrvcAccomActy2Grp/GrantAmt010000
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0340949
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0312300
IRS990/PYInvestmentIncomeAmt01693302
IRS990/PYOtherExpensesAmt0154580
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt01567371
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0466880
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02034251
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0323219
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02673392
IRS990/SavingsAndTempCashInvstGrp/EOYAmt03449799
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0FYE 06/30/2013 - Unusual Grant $277,534
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1SEACREST FOUNDATION IS CLASSIFIED BY THE INTERNAL REVENUE SERVICE AS A SUPPORTING ORGANIZATION UNDER 509(A)(3). THE ORGANIZATION MEETS THE PUBLIC SUPPPORT TEST UNDER 509(A)(1) FOR THE CURRENT YEAR THEREFORE WE ARE REPORTING AS SUCH ON THE CURRENT YEAR TAX RETURN. THE ORGANIZATION MET THE 509(A)(1) PUBLIC SUPPORT TEST FOR THE PRIOR YEAR AS WELL. THE ORGANIZATION'S BY-LAWS WERE AMENDED IN APRIL 2016 TO REFLECT JEWISH HOME CARE SERVICES, INC. (EIN: 33-0352393) AND GUARDIANS OF SAN DIEGO, INC. (EIN: 33-0296029) IN ADDITION TO SAN DIEGO HEBREW HOMES (EIN: 95-1455284) AS SUPPORTED ORGANIZATIONS WHICH ARE LISTED ON SCHEDULE O AND SCHEDULE R.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Schedule A, Part II, Section A, Line 1
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1Schedule A, Part I
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0493766
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0340949
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0814130
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0423004
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01917771
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03989620
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0654455
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0527784
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0496163
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0470639
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0504201
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt02653242
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.37670
IRS990ScheduleA/PublicSupportPY170Pct00.48450
IRS990ScheduleA/PublicSupportTotal170Amt02502486
IRS990ScheduleA/SubstantialContributorsTotAmt01487134
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0493766
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0340949
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0814130
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0423004
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01917771
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03989620
IRS990ScheduleA/TotalSupportAmt06642862
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.00000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0705356
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0100000
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0806682
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt06689
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt08015
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0672822
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt033405
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0705356
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt018000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt017129
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0610450
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0672822
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt062372
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt068590
IRS990ScheduleD/ExpensesSubtotalAmt0869572
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt068590
IRS990ScheduleD/InvestmentExpensesNotIncldAmt068590
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-315089
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt05823900
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1175313
IRS990ScheduleD/OtherSecuritiesGrp/Desc0CORPORATE BONDS
IRS990ScheduleD/OtherSecuritiesGrp/Desc1CORPORATE TRUSTS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.92220
IRS990ScheduleD/RevenueNotReportedAmt0-315089
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt068590
IRS990ScheduleD/RevenueSubtotalAmt01192791
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0FOR THE SAN DIEGO HEBREW HOMES' RESIDENT ASSISTANCE FUND.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE FOUNDATION IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 23701(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE. THE FOUNDATION HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE NOT TO BE PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) OF THE INTERNAL REVENUE CODE. THE FOUNDATION MAY BE SUBJECT TO TAX ON INCOME WHICH IS NOT RELATED TO ITS EXEMPT PURPOSE. THE FOUNDATION REPORTED NO UNRELATED BUSINESS INCOME FOR THE YEAR ENDED JUNE 30, 2016. THE FOUNDATION FOLLOWS 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 FOUNDATION 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 FOUNDATION DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2016. THE FOUNDATION FILES INFORMATIONAL AND INCOME TAX RETURNS IN THE UNITED STATES AND VARIOUS STATE AND LOCAL JURISDICTIONS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part V, Line 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part X, Line 2:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.07780
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt05999213
IRS990ScheduleD/TotalExpensesPerForm990Amt0938162
IRS990ScheduleD/TotalRevenuePerForm990Amt01261381
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0877702
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0869572
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0786991
IRS990ScheduleI/RecipientTable/CashGrantAmt110000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(c)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Skilled Nursing Building Refurbishment
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1Support for financial assistance program
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0San Diego Hebrew Homes
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1Jewish Home Care Services Inc
IRS990ScheduleI/RecipientTable/RecipientEIN0951455284
IRS990ScheduleI/RecipientTable/RecipientEIN1330352393
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0211 Saxony Road
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1211 Saxony Road
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Encinitas
IRS990ScheduleI/RecipientTable/USAddress/CityNm1encinitas
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd092024
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd192024
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0ALL GRANTS ARE GIVEN TO RELATED CHARITY. NO OTHER GRANTS GIVEN OUT.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 2:
IRS990ScheduleI/Total501c3OrgCnt02
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0181659
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1211338
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt05398
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt136264
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt05038
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt117108
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0BRADLEY BLOSE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1Pam Ferris
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CFO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1President/CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0192095
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1264710
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0RELATED ORGANIZATION SAN DIEGO HEBREW HOMES'S PRESIDENT/CEO PAM FERRIS PARTICIPATED IN A NONQUALIFIED RETIREMENT PLAN DURING TAX YEAR ENDED JUNE 30, 2016. CONTRIBUTIONS OF $28,467 WERE MADE BY SAN DIEGO HEBREW HOMES.
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt1SEACREST FOUNDATION DOES NOT HAVE ANY PAID EMPLOYEES. SAN DIEGO HEBREW HOMES, A RELATED ORGANIZATION, DOES COMPENSATE EMPLOYEES AND HAS A FORMAL COMPENSATION REVIEW POLICY.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 4b
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc1PART I, LINE 3
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd01

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$44.1$0.51$43.6$5.26$2.98$2.28
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$38.6$0.73$37.8$2.80$3.23$0.43
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$36.3$0.24$36.1$4.88$2.81$2.07
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$41.1$0.11$41.0$5.52$3.48$2.05
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$32.8$0.45$32.4$3.64$2.43$1.21
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$31.6$0.20$31.4$5.20$2.54$2.66
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$28.3$0.18$28.2$4.46$2.37$2.08
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.8$0.19$25.6$3.18$2.16$1.02
2016Detailed filing. Detailed filing data is available for this year.$23.8$0.82$22.9$1.26$0.94$0.32
2015Detailed filing. Detailed filing data is available for this year.$23.0$0.02$22.9$2.03$0.47$1.57
2014Detailed filing. Detailed filing data is available for this year.$22.9$0.02$22.9$2.86$0.18$2.68
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.8$0.02$19.8$0.62
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.7$0.19$18.5$0.62
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.4$0.24$17.2$1.39
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.1$0.70$15.4$0.58