Civic Intelligence

Seacrest Foundation

990 • Fiscal year 2022 • EIN 30-0119295

Jul 01, 2021 to Jun 30, 2022 • Filed on Apr 20, 2023

Organization ProfileN/A
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

10th percentile

0.01x

Higher debt load relative to assets than 10% of similar nonprofits.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2022

Liabilities / Revenue

13th percentile

0.05x

Higher debt load relative to revenue than 13% of similar nonprofits.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2022

Net Margin

87th percentile

42%

Higher net margin than 87% of similar nonprofits.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2022

Top Officer Pay

78th percentile

$417,967

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 8.6% of source-year revenue.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2022

Asset Growth

16th percentile

-12%

Faster asset growth than 16% of similar nonprofits.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2021 to 2022

Revenue Growth

24th percentile

-12%

Faster revenue growth than 24% of similar nonprofits.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets10th percentile

Assets

Down

$36,338,181

Down $4,776,957 (-12%) from 2021

Net Assets

Down

$36,099,756

Down $4,907,436 (-12%) from 2021

Liabilities

Up

$238,425

Up $130,479 (+121%) from 2021

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin87th percentile

Revenue

Down

$4,879,548

Down $644,790 (-12%) from 2021

Expenses

Down

$2,811,361

Down $664,257 (-19%) from 2021

Net Income

Up

$2,068,187

Up $19,467 (+1.0%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

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

2022

Assets$36,338,181
Liabilities$238,425
Net Assets$36,099,756
Open 2022 Filing

Operations Trend

Revenue Growth24th percentile

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

2022

Revenue$4,879,548
Expenses$2,811,361
Net Income$2,068,187
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Apr 20, 2023
Return Version
2021v4.2
Gross Receipts
$8,911,891
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.

To support san diego hebrew homes and jewish home care services, inc. In its provision of services to the elderly community of san diego county.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$30,482,238$25,260,411▼ $5,221,827
Investments Other Securities$6,894,498$7,979,291▲ $1,084,793
Savings and Temporary Cash Investments$2,779,119$2,371,683▼ $407,436
Pledges and Grants Receivable$305,690$338,383▲ $32,693
Cash and Non-Interest-Bearing Accounts$563,269$294,593▼ $268,676
Prepaid Expenses and Deferred Charges$11,250$11,250→ $0
Total Assets$41,115,138$36,338,181▼ $4,776,957
Other Assets Total$79,074$82,570▲ $3,496
Liabilities
Other Liabilities$51,263$142,435▲ $91,172
Deferred Revenue$22,080$77,450▲ $55,370
Accounts Payable and Accrued Expenses$34,603$18,540▼ $16,063
Total Liabilities$107,946$238,425▲ $130,479
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$28,271,331$23,898,505▼ $4,372,826
Net Assets With Donor Restrictions$12,735,861$12,201,251▼ $534,610
Total Net Assets Fund Balance$41,007,192$36,099,756▼ $4,907,436
Total Liabilities and Net Assets / Fund Balance$41,115,138$36,338,181▼ $4,776,957

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$7,979,291--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$5,076,158$108,200▼ $662,077-$4,414,281
2020$4,001,723$109,000▲ $1,026,950-$5,076,158
2019$3,719,007$157,660▲ $125,056-$4,001,723
2018$2,794,175$751,766▲ $190,047-$3,719,007
2017$2,045,694$604,509▲ $156,910-$2,794,175
Compensation and Service Providers
Top Officer Pay78th percentile

Board Members and Trustees

NameTitle
Cindy BlochPresident
Pam FerrisPresident/CEO
Anne NagornerDirector
Debby Cushman-parrishDirector
Devin ChodorowDirector
Earl AltshulerDirector
Jane OttensteinDirector
Jeanne GaylisDirector
Jeffrey LipinskyDirector
Mary EpstenDirector
Mitch SurowitzDirector
Robert HaimsohnDirector
Sheila LipinskyDirector
Stanley Pappelbaum MdDirector
Wayne OtchisDirector
David GilbertDirector (thru 6/30/22)
Bradley BloseCFO
Robin IsraelChief Foundation Officer
Dona AlpertSecretary
Suzanne CohenTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
San Diego Hebrew HomesPhilanthropic And Management211 SAXONY ROAD, Encinitas, CA 92024$569,338
Revenue and Support

Revenue Composition

Contributions and Grants
$2,737,223
Program Service Revenue
$0
Investment Income
$2,269,316
Other Revenue
$-126,991
All Other Contributions
$1,676,949
Change in Net Assets
$2,068,187

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded4$277,327Fair Market Value (FMV) of Donated Share
Total Noncash Contributions4$277,327-

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,802,560
Revenue Not Reported on Financial Statements
$76,988
Revenue Not Reported on Form 990
$-6,975,623
Total Revenue per Audited Statements
$-2,173,063
Total Revenue per Form 990
$4,879,548
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,115,979
Other Expenses$695,382
Total Fundraising Expense$472,089
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,115,979--$2,115,979
Fees for Services Management-$105,000$472,089$577,089
Fees for Service Investment Mgmnt Fees-$76,988-$76,988
Fees for Services Accounting-$32,400-$32,400
Insurance-$8,905-$8,905
Total Functional Expenses$2,115,979$223,293$472,089$2,811,361

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,811,361
Expenses per Audited Statements$2,734,373
Total Expenses per Audited Statements$2,734,373
Expenses Not Reported on Financial Statements$76,988
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
San Diego Hebrew HomesEncinitas, CA501(c)(3)Resident Assistance Program, Operations, Expansion$2,069,979
Jewish Home Care Services IncEncinitas, CA501(c)(3)Client Financial Assistance, Operations$46,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$162,256
Fundraising Gross Income$35,265
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Virtual Golf & Tennis$71,230-$270-
Gala$918,309$35,265$93,007$-57,742
Total Events$989,539$35,265$162,256$-126,991
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to San Diego Hebrew Homes$142,435
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
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
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Jeffrey and sheila lipinsky have a family relationship.”

Form 990, Part VI, Section A, Line 3

“Employees of san diego hebrew homes perform fundraising and management activities for seacrest foundation, under contract.”

Form 990, Part VI, Section B, Line 11B

“The form 990 is reviewed in detail by the cfo, a cpa, of san diego hebrew homes (related entity).”

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

“Board members are required annually to complete a conflict of interest form. The chief foundaiton officer is responsible for alerting the board chair as to any possible conflicts. If any person has a conflict of interest 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
2023-04-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bradley Blose
Formed
2002
Legal Domicile
CA
Voting Board Members
16
Independent Board Members
16
Employees
0
Volunteers
25

Preparer

Firm
Moss Adams Llp
Address
4747 EXECUTIVE DR 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 and jewish home care services, inc. 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 and jewish home care services, inc. Dba seacrest at home's programs and services. Seacrest foundation's successful fundraising efforts, mindful fiduciary management and thoughtful grant awards are significant to san diego hebrew homes and jewish home care services, inc. Dba seacrest at home's financial and programmatic performances.”

Financial Statement Notes

PART V, LINE 4:

“To provide support to the san diego hebrew homes' resident assistance program.”

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 a 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 years ended june 30, 2022 and 2021. The foundation follows accounting standards related to the recognition of uncertain tax positions. These standards provide detailed guidance for combined 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, 2022. The foundation files informational and income tax returns in the united states and various state and local jurisdictions.”

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IRS990/Form990PartVIISectionAGrp/PersonNm2DAVID GILBERT
IRS990/Form990PartVIISectionAGrp/PersonNm3DEBBY CUSHMAN-PARRISH
IRS990/Form990PartVIISectionAGrp/PersonNm4DEVIN CHODOROW
IRS990/Form990PartVIISectionAGrp/PersonNm5DONA ALPERT
IRS990/Form990PartVIISectionAGrp/PersonNm6EARL ALTSHULER
IRS990/Form990PartVIISectionAGrp/PersonNm7JANE OTTENSTEIN
IRS990/Form990PartVIISectionAGrp/PersonNm8JEANNE GAYLIS
IRS990/Form990PartVIISectionAGrp/PersonNm9JEFFREY LIPINSKY
IRS990/Form990PartVIISectionAGrp/PersonNm10MARY EPSTEN
IRS990/Form990PartVIISectionAGrp/PersonNm11MITCH SUROWITZ
IRS990/Form990PartVIISectionAGrp/PersonNm12ROBERT HAIMSOHN
IRS990/Form990PartVIISectionAGrp/PersonNm13SHEILA LIPINSKY
IRS990/Form990PartVIISectionAGrp/PersonNm14STANLEY PAPPELBAUM MD
IRS990/Form990PartVIISectionAGrp/PersonNm15SUZANNE COHEN
IRS990/Form990PartVIISectionAGrp/PersonNm16WAYNE OTCHIS
IRS990/Form990PartVIISectionAGrp/PersonNm17PAM FERRIS
IRS990/Form990PartVIISectionAGrp/PersonNm18BRADLEY BLOSE
IRS990/Form990PartVIISectionAGrp/PersonNm19ROBIN ISRAEL
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt17316966
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt18182938
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt19175151
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR (THRU 6/30/22)
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17PRESIDENT/CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt18CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt19CHIEF FOUNDATION OFFICER
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr02002
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt0954274
IRS990/FundraisingDirectExpensesAmt0162256
IRS990/FundraisingGrossIncomeAmt035265
IRS990/GainOrLossGrp/SecuritiesAmt01117603
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt016
IRS990/GrantAmt02069979
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt02115979
IRS990/GrantsToDomesticOrgsGrp/TotalAmt02115979
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt04987690
IRS990/GrossReceiptsAmt08911891
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt016
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt08905
IRS990/InsuranceGrp/TotalAmt08905
IRS990/InvestmentIncomeGrp/ExclusionAmt01151713
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01151713
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt06894498
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt07979291
IRS990/InvestmentsPubTradedSecGrp/BOYAmt030482238
IRS990/InvestmentsPubTradedSecGrp/EOYAmt025260411
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt03870087
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO SUPPORT SAN DIEGO HEBREW HOMES AND JEWISH HOME CARE SERVICES, INC. IN ITS PROVISION OF SERVICES TO THE ELDERLY COMMUNITY OF SAN DIEGO COUNTY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt041007192
IRS990/NetAssetsOrFundBalancesEOYAmt036099756
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt01117603
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01117603
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-126991
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-126991
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-6975623
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt028271331
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt023898505
IRS990/NoncashContributionsAmt0277327
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt079074
IRS990/OtherAssetsTotalGrp/EOYAmt082570
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherLiabilitiesGrp/BOYAmt051263
IRS990/OtherLiabilitiesGrp/EOYAmt0142435
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0305690
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0338383
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt011250
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt011250
IRS990/PrincipalOfficerNm0BRADLEY BLOSE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0PROVIDE SUPPORTING GRANTS TO JEWISH HOME CARE SERVICES, INC.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt046000
IRS990/ProgSrvcAccomActy2Grp/GrantAmt046000
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt03976310
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt02655000
IRS990/PYInvestmentIncomeAmt01568684
IRS990/PYOtherExpensesAmt0820618
IRS990/PYOtherRevenueAmt0-20656
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt02048720
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt03475618
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt05524338
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt02068187
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/RelatedOrganizationsAmt0106000
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02779119
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02371683
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02819352
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt04118888
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt03508446
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01151713
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0715324
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0757423
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt04448729
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.69250
IRS990ScheduleA/PublicSupportPY170Pct00.70010
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IRS990ScheduleA/SubstantialContributorsTotAmt02195874
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt04118888
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt03508446
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt017160219
IRS990ScheduleA/TotalSupportAmt021608948
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/BeginningYearBalanceAmt05076158
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0108200
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt04414281
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0108000
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-662077
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt04001723

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$36,338,181
Liabilities
$238,425
Net assets
$36,099,756
Revenue
$4,879,548
Expenses
$2,811,361
Net income
$2,068,187
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
2022Detailed filing. Detailed filing data is available for this year.$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