Civic Intelligence

San Diego Hebrew Homes

990 • Fiscal year 2015 • EIN 95-1455284

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 05, 2015

Refreshing map…

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

31st percentile

0.11x

Higher debt load relative to assets than 31% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Liabilities / Revenue

36th percentile

0.19x

Higher debt load relative to revenue than 36% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Net Margin

24th percentile

-1.8%

Higher net margin than 24% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Top Officer Pay

55th percentile

$263,580

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 1.3% of source-year revenue.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Asset Growth

31st percentile

-1.8%

Faster asset growth than 31% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2014 to 2015

Revenue Growth

49th percentile

3.8%

Faster revenue growth than 49% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2014 to 2015

Assets

Down

$37,053,076

Down $695,063 (-1.8%) from 2014

Net Assets

Down

$33,083,277

Down $401,446 (-1.2%) from 2014

Liabilities

Down

$3,969,799

Down $293,617 (-6.9%) from 2014

Revenue

Up

$20,570,279

Up $755,533 (+3.8%) from 2014

Expenses

Up

$20,940,145

Up $1,022,266 (+5.1%) from 2014

Net Income

Down

-$369,866

Down $266,733 (-259%) from 2014

Historical Trend

Balance Sheet Trend

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

$60M$40M$20M$0Assets 2010: $28,791,356Liabilities 2010: $3,062,205Net Assets 2010: $25,729,1512010Assets 2011: $37,265,252Liabilities 2011: $10,267,097Net Assets 2011: $26,998,1552011Assets 2012: $40,566,176Liabilities 2012: $9,018,957Net Assets 2012: $31,547,2192012Assets 2013: $39,715,818Liabilities 2013: $6,195,204Net Assets 2013: $33,520,6142013Assets 2014: $37,748,139Liabilities 2014: $4,263,416Net Assets 2014: $33,484,7232014Assets 2015: $37,053,076Liabilities 2015: $3,969,799Net Assets 2015: $33,083,2772015Assets 2016: $36,585,407Liabilities 2016: $3,640,521Net Assets 2016: $32,944,8862016Assets 2017: $35,339,469Liabilities 2017: $3,350,681Net Assets 2017: $31,988,7882017Assets 2018: $35,983,333Liabilities 2018: $3,385,953Net Assets 2018: $32,597,3802018Assets 2019: $37,770,738Liabilities 2019: $5,696,313Net Assets 2019: $32,074,4252019Assets 2020: $46,098,012Liabilities 2020: $14,207,004Net Assets 2020: $31,891,0082020Assets 2021: $46,897,324Liabilities 2021: $11,931,677Net Assets 2021: $34,965,6472021Assets 2022: $44,316,355Liabilities 2022: $10,742,174Net Assets 2022: $33,574,1812022Assets 2023: $42,894,866Liabilities 2023: $11,200,343Net Assets 2023: $31,694,5232023Assets 2024: $43,026,734Liabilities 2024: $11,280,663Net Assets 2024: $31,746,0712024

Highlighted filing

2015

Assets$37,053,076
Liabilities$3,969,799
Net Assets$33,083,277

Operations Trend

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

$30M$20M$10M$0-$10MExpenses 2010: $16,353,2382010Expenses 2011: $17,427,8602011Expenses 2012: $18,780,9722012Expenses 2013: $19,313,1032013Revenue 2014: $19,814,746Expenses 2014: $19,917,879Net Income 2014: -$103,1332014Revenue 2015: $20,570,279Expenses 2015: $20,940,145Net Income 2015: -$369,8662015Revenue 2016: $20,617,427Expenses 2016: $21,444,170Net Income 2016: -$826,7432016Revenue 2017: $20,748,673Expenses 2017: $21,588,504Net Income 2017: -$839,8312017Revenue 2018: $21,195,403Expenses 2018: $21,573,442Net Income 2018: -$378,0392018Revenue 2019: $20,168,555Expenses 2019: $22,500,525Net Income 2019: -$2,331,9702019Revenue 2020: $20,286,870Expenses 2020: $21,384,810Net Income 2020: -$1,097,9402020Revenue 2021: $23,004,075Expenses 2021: $21,051,325Net Income 2021: $1,952,7502021Revenue 2022: $21,034,297Expenses 2022: $22,452,250Net Income 2022: -$1,417,9532022Revenue 2023: $21,890,086Expenses 2023: $24,414,829Net Income 2023: -$2,524,7432023Revenue 2024: $23,783,278Expenses 2024: $24,992,862Net Income 2024: -$1,209,5842024

Highlighted filing

2015

Revenue$20,570,279
Expenses$20,940,145
Net Income-$369,866
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 5, 2015
Return Version
2014v5.0
Gross Receipts
$20,722,031
Mission and Program Overview

Mission

To provide housing and health care services to elderly persons without regard for ability to pay.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$27,821,013$26,438,574▼ $1,382,439
Savings and Temporary Cash Investments$4,175,573$5,162,830▲ $987,257
Investments Other Securities$1,803,150$1,825,060▲ $21,910
Pledges and Grants Receivable$1,525,000$1,172,326▼ $352,674
Accounts Receivable$1,007,014$916,012▼ $91,002
Prepaid Expenses and Deferred Charges$361,450$395,944▲ $34,494
Cash and Non-Interest-Bearing Accounts$55,084$136,974▲ $81,890
Total Assets$37,748,139$37,053,076▼ $695,063
Other Assets Total$999,855$1,005,356▲ $5,501
Liabilities
Accounts Payable and Accrued Expenses$1,565,552$1,532,233▼ $33,319
Other Liabilities$1,049,430$1,267,996▲ $218,566
Mortgage Notes Payable Secured by Investment Property$1,648,434$1,169,570▼ $478,864
Total Liabilities$4,263,416$3,969,799▼ $293,617
Net Assets / Fund Balance
Unrestricted Net Assets$29,966,151$29,075,085▼ $891,066
Temporarily Rstr Net Assets$3,518,572$4,008,192▲ $489,620
Total Net Assets Fund Balance$33,484,723$33,083,277▼ $401,446
Total Liabilities and Net Assets / Fund Balance$37,748,139$37,053,076▼ $695,063

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$25,301,962$11,514,864$36,816,826
Other Land Buildings$993,805$2,600,255$3,594,060
Equipment$142,807$232,802$375,609
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Pam FerrisPresident/CEOFT$210,893$52,687$263,580
Bradley BloseVice President FinanceFT$167,722$20,349$188,071
Robin IsraelVP PhilathropyFT$146,300$15,148$161,448
Kimberly FusonVP OperationsFT$141,626$4,965$146,591
Kathryn SangerVP Human ResourcesFT$131,503$4,378$135,881

Board Members and Trustees

Highest Paid Contractors

ContractorServicesLocationCompensation
RehabcareTherapy ServicesPO BOX 503534, St Louis, MO 50353$643,199
Revenue and Support

Revenue Composition

Contributions and Grants
$1,818,272
Program Service Revenue
$18,785,903
Investment Income
$84,675
Other Revenue
$-118,571
All Other Contributions
$1,038,630
Change in Net Assets
$-369,866

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 Traded2$42,400Stock Exchange Value
Total Noncash Contributions2$42,400-

Audited Revenue Reconciliation

Revenue per Audited Statements
$20,569,802
Revenue Not Reported on Financial Statements
$477
Revenue Not Reported on Form 990
$120,172
Total Revenue per Audited Statements
$20,689,974
Total Revenue per Form 990
$20,570,279
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$11,723,099
Other Expenses$9,217,046
Total Fundraising Expense$505,015
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$7,332,325$1,029,788$168,749$8,530,862
Depreciation Depletion$2,359,611$71,956$1,010$2,432,577
Other Employee Benefits$1,233,662$299,718$43,896$1,577,276
Occupancy$1,449,331--$1,449,331
Fees for Services Other$886,833$41,506-$928,339
Payroll Taxes$593,244$104,145$24,102$721,491
Insurance$651,231$62,963$1,319$715,513
Current Officers, Directors, Trustees, and Key Employees$72,000$449,069$159,599$680,668
Other Expenses$332,111$0$0$332,111
All Other Expenses$127,213$45,137$98,502$270,852
Pension Plan Contributions$156,983$47,981$7,838$212,802
Advertising$325$129,320-$129,645
Office Expenses$76,572$39-$76,611
Interest$65,905--$65,905
Fees for Services Accounting-$43,388-$43,388
Fees for Services Legal-$32,481-$32,481
Travel$732$9,253-$9,985
Fees for Service Investment Mgmnt Fees-$477-$477
Total Functional Expenses$17,789,607$2,645,523$505,015$20,940,145

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$21,091,420
Total Expenses per Form 990$20,940,145
Expenses per Audited Statements$20,939,668
Expenses Not Reported on Form 990$151,752
Expenses Not Reported on Financial Statements$477
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$151,752
Fundraising Gross Income$33,181
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Ball$411,893$33,181$60,745$-27,564
Total Events$411,893$33,181$151,752$-118,571
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deferred Salary$654,530
Resident Deposits$367,791
Accrued Retirement$245,675
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
Other officer compensation reviewed
Yes
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 2

Linda platt, shearn platt and jeff platt have a family relationship. Linda bennett and mary epsten have a family relationship.

Form 990, Part VI, Section B, Line 11

The organization's form 990 is reviewed by the vice president of finance, a cpa, and forwarded to the finance committee for review prior to filing.

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

All board members and key employees are required to complete a conflict of interest form annually. The board chair and president/ceo are responsible for inquiring if a conflict exists.

Form 990, Part VI, Section B, Line 15

All compensation (including wages and benefits) of key employees is determined by the board compensation committee. The committee is comprised of select board officers and trustees and is tasked with collecting salary and benefit comparisons from like positions and like organizations, engaging outside legal counsel to initiate/review any employment agreements, and making recommendation to the full board of trustees for consideration.

Form 990, Part VI, Section C, Line 19

The organization does not make its governing documents, conflict of interest policy, and financial statements available to the public.

Filing and Contact Details

Filer

Filer Name
San Diego Hebrew Homes
EIN
95-1455284
Phone
7606320081
Address
211 SAXONY ROAD, ENCINITAS, CA 92024

Signing Officer

Name
Bradley Blose
Title
Vice President Finance
Phone
7606320081
Signed
2015-11-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Pam Ferris
Formed
1944
Legal Domicile
CA
Voting Board Members
23
Independent Board Members
23
Employees
437
Volunteers
106

Preparer

Firm
Akt Llp
Address
312 S JUNIPER STREET SUITE 100, ESCONDIDO, CA 92025
Preparer
Elsa a Romero
Phone
7607461560
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

The homes follow 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 homes 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 homes do not have any uncertain tax positions as of june 30 2015.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Special event expenses netted with related revenue 151,752.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Special event expenses netted with related revenue 151,752.

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IRS990/Desc0PROVIDES FREE AND REDUCED-FEE CARE AND HOUSING TO QUALIFIED RESIDENTS. CHARITY IS PROVIDED THROUGHOUT ALL LEVELS OF CARE OFFERED BY SAN DIEGO HEBREW HOMES. CHARITABLE CARE IS MEASURED BASED ON DIRECT AND INDIRECT COSTS. THE TOTAL COST OF CHARITABLE CARE PROVIDED WAS APPROXIMATELY $2,261,000.
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt220
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2352687
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2410349
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt255148
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt264965
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt274378
IRS990/Form990PartVIISectionAGrp/PersonNm0ROBERT HAIMSOHN
IRS990/Form990PartVIISectionAGrp/PersonNm1EARL ALTSHULER
IRS990/Form990PartVIISectionAGrp/PersonNm2LEN GREGORY
IRS990/Form990PartVIISectionAGrp/PersonNm3JEFFREY LIPINSKY
IRS990/Form990PartVIISectionAGrp/PersonNm4JEFF PLATT
IRS990/Form990PartVIISectionAGrp/PersonNm5LINDA BENNETT
IRS990/Form990PartVIISectionAGrp/PersonNm6HILDI BEYOR
IRS990/Form990PartVIISectionAGrp/PersonNm7JONATHAN HALBERG
IRS990/Form990PartVIISectionAGrp/PersonNm8INGRAM CHODOROW
IRS990/Form990PartVIISectionAGrp/PersonNm9MARY EPSTEN
IRS990/Form990PartVIISectionAGrp/PersonNm10DAVE GILBERT
IRS990/Form990PartVIISectionAGrp/PersonNm11CAROL FOX
IRS990/Form990PartVIISectionAGrp/PersonNm12JOE PINCHMAN
IRS990/Form990PartVIISectionAGrp/PersonNm13DENNIS LAVINE
IRS990/Form990PartVIISectionAGrp/PersonNm14ANNE NAGORNER
IRS990/Form990PartVIISectionAGrp/PersonNm15STANLEY PAPPELBAUM MD
IRS990/Form990PartVIISectionAGrp/PersonNm16TEDDIE LEWIS PINCUS
IRS990/Form990PartVIISectionAGrp/PersonNm17LINDA PLATT
IRS990/Form990PartVIISectionAGrp/PersonNm18SHEARN PLATT
IRS990/Form990PartVIISectionAGrp/PersonNm19JOHN KASSAR
IRS990/Form990PartVIISectionAGrp/PersonNm20STEVEN STEINBERG MD
IRS990/Form990PartVIISectionAGrp/PersonNm21RICK VANN
IRS990/Form990PartVIISectionAGrp/PersonNm22CHARLES ROSEN
IRS990/Form990PartVIISectionAGrp/PersonNm23PAM FERRIS
IRS990/Form990PartVIISectionAGrp/PersonNm24BRADLEY BLOSE
IRS990/Form990PartVIISectionAGrp/PersonNm25ROBIN ISRAEL
IRS990/Form990PartVIISectionAGrp/PersonNm26KIMBERLY FUSON
IRS990/Form990PartVIISectionAGrp/PersonNm27KATHRYN SANGER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
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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/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt23210893
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt24177722
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt25156300
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt26141626
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt27131503
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/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt260
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt270
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
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/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt22DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt23PRESIDENT/CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt24VICE PRESIDENT FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt25VP PHILATHROPY
IRS990/Form990PartVIISectionAGrp/TitleTxt26VP OPERATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt27VP HUMAN RESOURCES
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/Form990TFiledInd01
IRS990/FormationYr01944
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt0378712
IRS990/FundraisingDirectExpensesAmt0151752
IRS990/FundraisingGrossIncomeAmt033181
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt023
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt020722031
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt023
IRS990/IndivRcvdGreaterThan100KCnt05
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/FundraisingAmt01319
IRS990/InsuranceGrp/ManagementAndGeneralAmt062963
IRS990/InsuranceGrp/ProgramServicesAmt0651231
IRS990/InsuranceGrp/TotalAmt0715513
IRS990/InterestGrp/ProgramServicesAmt065905
IRS990/InterestGrp/TotalAmt065905
IRS990/InvestmentIncomeGrp/ExclusionAmt084675
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt084675
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt01803150
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt01825060
IRS990/IRPDocumentCnt0124
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt014347921
IRS990/LandBldgEquipBasisNetGrp/BOYAmt027821013
IRS990/LandBldgEquipBasisNetGrp/EOYAmt026438574
IRS990/LandBldgEquipCostOrOtherBssAmt040786495
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE HOUSING AND HEALTH CARE SERVICES TO ELDERLY PERSONS WITHOUT REGARD FOR ABILITY TO PAY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt01648434
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt01169570
IRS990/NetAssetsOrFundBalancesBOYAmt033484723
IRS990/NetAssetsOrFundBalancesEOYAmt033083277
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-118571
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-118571
IRS990/NetUnrelatedBusTxblIncmAmt0-43128
IRS990/NetUnrlzdGainsLossesInvstAmt0-31580
IRS990/NoncashContributionsAmt042401
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt01449331
IRS990/OccupancyGrp/TotalAmt01449331
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt039
IRS990/OfficeExpensesGrp/ProgramServicesAmt076572
IRS990/OfficeExpensesGrp/TotalAmt076611
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0999855
IRS990/OtherAssetsTotalGrp/EOYAmt01005356
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt043896
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0299718
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt01233662
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01577276
IRS990/OtherExpensesGrp/Desc0FOOD
IRS990/OtherExpensesGrp/Desc1MEDICAL & HOUSEKEEPING
IRS990/OtherExpensesGrp/Desc2OTHER EXPENSES
IRS990/OtherExpensesGrp/Desc3RESIDENT ACTIVITIES
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/FundraisingAmt30
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2278302
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt30
IRS990/OtherExpensesGrp/ProgramServicesAmt01457343
IRS990/OtherExpensesGrp/ProgramServicesAmt1661146
IRS990/OtherExpensesGrp/ProgramServicesAmt2333040
IRS990/OtherExpensesGrp/ProgramServicesAmt3332111
IRS990/OtherExpensesGrp/TotalAmt01457343
IRS990/OtherExpensesGrp/TotalAmt1661146
IRS990/OtherExpensesGrp/TotalAmt2611342
IRS990/OtherExpensesGrp/TotalAmt3332111
IRS990/OtherLiabilitiesGrp/BOYAmt01049430
IRS990/OtherLiabilitiesGrp/EOYAmt01267996

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$43.0$11.3$31.7$23.8$25.0$1.21
2023Summary only. Only limited summary data is available for this year.$42.9$11.2$31.7$21.9$24.4$2.52
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$44.3$10.7$33.6$21.0$22.5$1.42
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$46.9$11.9$35.0$23.0$21.1$1.95
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$46.1$14.2$31.9$20.3$21.4$1.10
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$37.8$5.70$32.1$20.2$22.5$2.33
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$36.0$3.39$32.6$21.2$21.6$0.38
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$35.3$3.35$32.0$20.7$21.6$0.84
2016Detailed filing. Detailed filing data is available for this year.$36.6$3.64$32.9$20.6$21.4$0.83
2015Detailed filing. Detailed filing data is available for this year.$37.1$3.97$33.1$20.6$20.9$0.37
2014Detailed filing. Detailed filing data is available for this year.$37.7$4.26$33.5$19.8$19.9$0.10
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$39.7$6.20$33.5$19.3
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$40.6$9.02$31.5$18.8
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$37.3$10.3$27.0$17.4
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$28.8$3.06$25.7$16.4
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)3 • $25M-$50M nonprofits