Nonprofit · EIN 02-0724278
THE JEWISH HOME AND SENIOR LIVING FOUNDATION
Tax-exempt · SAN FRANCISCO, CA 94112
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $7,017,891 | $5,373,039 | $1,644,852 | $42,939,834 | $15,638,861 | $27,300,973 |
| June 30, 2024 | 990 | $5,980,918 | $5,312,684 | $668,234 | $40,225,803 | $14,601,370 | $25,624,433 |
| June 30, 2023 | 990 | $5,678,670 | $5,459,374 | $219,296 | $48,174,301 | $22,390,785 | $25,783,516 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $5,302,808
- Program service revenue
- $0
- Investment income
- $1,715,083
- Net gain from sales of assets
- -$75
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $3,790,494
- Other salaries and wages
- $622,586
- Salaries, compensation and benefits (total)
- $722,789
- Professional fundraising fees
- $0
- Legal fees
- $660
- Accounting fees
- $53,402
- Occupancy
- $261
- Travel
- $964
- Program services (functional)
- $3,790,494
- Management and general (functional)
- $477,203
- Fundraising (functional)
- $1,105,342
Balance sheet and other
- Total assets, start of year
- $40,225,803
- Total assets, end of year
- $42,939,834
- Total liabilities, end of year
- $15,638,861
- Net assets, end of year
- $27,300,973
- Publicly traded securities
- $26,338,580
- Net assets without donor restrictions
- $22,038,496
- Net assets with donor restrictions
- $5,262,477
- Gross receipts
- $7,017,966
- Employees
- 0
- Volunteers
- 8
- Year formed
- 2004
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| STACEY LEWIS | CHIEF PHILANTHROPIC OFFICER Key employee | 40 | $269,863 | $10,815 |
| RICHARD RICK BAUM | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| ROBERT BOB NEWMAN | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| DANA CORVIN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MICHAEL EISLER | TRUSTEE (THROUGH 10/2024) Trustee or director | 1 | $0 | $0 |
| SUSAN HIRSCH | TRUSTEE (THROUGH 6/2025) Trustee or director | 1 | $0 | $0 |
| TOM KASTEN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ALEX MANN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DAVID STEIRMAN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DAVID CALDWELL | TREASURER (THROUGH 2/2025) Officer | 4 | $0 | $0 |
| CARL GERLACH | TREASURER (START 2/2025) Officer | 4 | $0 | $0 |
990 for the year ended June 30, 2024: 12 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| STACEY LEWIS | CHIEF PHILANTHROPIC OFFICER Key employee | 40 | $288,947 | $34,114 |
| RICHARD RICK BAUM | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| ROBERT BOB NEWMAN | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| DAVID STEIRMAN | ASSISTANT TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| DANA CORVIN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MICHAEL EISLER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DAVID FRIEDMAN | TRUSTEE / PAST CHAIR Trustee or director | 1 | $0 | $0 |
| SUSAN HIRSCH | TRUSTEE Trustee or director | 1 | $0 | $0 |
| TOM KASTEN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ALEX MANN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MARY CONNICK | TREASURER THROUGH 2/2024 Officer | 4 | $0 | $0 |
| DAVID CALDWELL | TREASURER START 2/2024 Officer | 4 | $0 | $0 |
990 for the year ended June 30, 2023: 15 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DANIEL RUTH | FORMER ASST. SECR. / CEO JSLG Former | 0 | $0 | $805,770 | $7,023 |
| MARY CONNICK | TREASURER Officer | 5 | $0 | $625,506 | $10,807 |
| MICHAEL SKAFF | FORMER COO / CIO JSLG Former | 0 | $0 | $358,783 | $18,755 |
| SHERIE A KOSHOVER | FORMER CHIEF ADVANCEMENT OFFICER Former | 0 | $0 | $347,821 | $0 |
| KAREN GORDON | INT CHIEF DEV OFFICER THRU 4/2023 Key employee | 40 | $0 | $179,236 | $31,086 |
| STACEY LEWIS | CHIEF DEVELOPMENT OFFICER Highest-paid employee | 40 | $0 | $133,832 | $14,182 |
| DAVID FRIEDMAN | CHAIR THRU 12/2022 / PAST CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| RICHARD BAUM | CHAIR START 12/2022 Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ROBERT NEWMAN | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| DAVID STEIRMAN | ASSISTANT TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| DANA CORVIN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| MICHAEL EISLER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| SUSAN HIRSCH | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| TOM KASTEN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ALEX MANN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 302 SILVER AVE, SAN FRANCISCO, CA 94112-1510
- In care of
- % VICTOR MEINKE CFO
- Principal officer (990 for 2024)
- RICHARD BAUM, 302 SILVER AVENUE, SAN FRANCISCO, CA 94112
- Signed the 990
- CARL GERLACH, TREASURER
- Phone
- (415) 406-1107
- Website
- WWW.JHSLF.ORG
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
California records
California keeps its own records of charities and corporations. Search them by EIN 02-0724278 or by the name THE JEWISH HOME AND SENIOR LIVING FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
THE JEWISH HOME & SENIOR LIVING FOUNDATION PLAYS A CRITICAL ROLE IN FUNDING THE SAN FRANCISCO CAMPUS FOR JEWISH LIVING AND ITS AFFILIATED PROGRAMS TO HELP BAY AREA SENIORS LIVE HEALTHIER AND FULLER LIVES.
Program accomplishments
- THE PRIMARY EXEMPT PURPOSE OF THE FOUNDATION IS TO PROMOTE THE PROVISION OF JEWISH HOME AND AGING SERVICES BY RAISING FUNDS AND PROVIDING FINANCIAL SUPPORT FOR THE FUNCTIONS, ACTIVITIES, PROGRAMS, PRACTICES, FACILITIES AND OTHER PURPOSES THAT RELATE TO, OR ARE ASSOCIATED WITH, THE HEBREW HOME FOR AGED DISABLED--DBA SAN FRANCISCO CAMPUS FOR JEWISH LIVING (SFCJL), A CALIFORNIA NON-PROFIT PUBLIC BENEFIT CORPORATION, INCLUDING, BUT NOT LIMITED TO, THE SFCJL'S ELDERLY SERVICE PROGRAMS AND ELDERLY ACTIVITIES.Expenses $3,790,494 · grants $3,790,494
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 02-0724278
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2004
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Housing and shelter (L112)
- Assets (IRS master file)
- $42,939,834
- Income (IRS master file)
- $7,017,966
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $7,017,891 | $5,373,039 | $42,939,834 | IRS |
| 990 | June 2024 | $5,980,918 | $5,312,684 | $40,225,803 | IRS |
| 990 | June 2023 | $5,678,670 | $5,459,374 | $48,174,301 | XML |
| 990 | June 2022 | $4,256,089 | $2,586,613 | $59,587,200 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 02-0724278).
Questions about THE JEWISH HOME AND SENIOR LIVING FOUNDATION
- What is the EIN of THE JEWISH HOME AND SENIOR LIVING FOUNDATION?
- The employer identification number (EIN) of THE JEWISH HOME AND SENIOR LIVING FOUNDATION is 02-0724278.
- Is THE JEWISH HOME AND SENIOR LIVING FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
- Are donations to THE JEWISH HOME AND SENIOR LIVING FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does THE JEWISH HOME AND SENIOR LIVING FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of THE JEWISH HOME AND SENIOR LIVING FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE JEWISH HOME AND SENIOR LIVING FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of THE JEWISH HOME AND SENIOR LIVING FOUNDATION?
- The 990 for the year ended June 30, 2025 names RICHARD BAUM.
- Who are the officers and directors of THE JEWISH HOME AND SENIOR LIVING FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 11 people; 1 received compensation from the organization, the highest $269,863 (STACEY LEWIS, CHIEF PHILANTHROPIC OFFICER).
- How much revenue does THE JEWISH HOME AND SENIOR LIVING FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $7,017,891, expenses of $5,373,039 and total assets of $42,939,834 at year end.
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