BETHANY CENTER SENIOR HOUSING INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- BETHANY CENTER SENIOR HOUSING INC (EIN 95-2593423)
- Tax period
- 2022-04-01 to 2023-03-31
- Filed
- 2024-02-12
- IRS object ID
- 202430439349301748
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-02-12T18:58:39-06:00 | ReturnTs |
| Tax Period End | 2023-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910189318 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 SECOND STREET SUITE 900 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 952593423 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BETHANY CENTER SENIOR HOUSING INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BETH | BusinessNameControlTxt |
| Phone | 4158214515 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2185 N CALIFORNIA BLVD 215 | AddressLine1Txt |
| City | WALNUT CREEK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94596 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EDUARDO SALVADOR | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 4158214515 | PhoneNum |
| Signature | 2024-02-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | EDUARDO | PersonFirstNm |
| Person Last | SALVADOR | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LESLIE VAN | PreparerPersonNm |
| PTIN | P01294411 | PTIN |
| Phone | 4159561500 | PhoneNum |
| Preparation | 2024-02-10 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | EDUARDO SALVADOR | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 NORTH BRAND BLVD 19TH FL | AddressLine1Txt |
| City | GLENDALE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,877,749 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BETHANYCENTER.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1966 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE AFFORDABLE RENTAL HOUSING SERVICES FOR LOW-INCOME ELDERLY PERSONS IN SAN FRANCISCO. | ActivityOrMissionDesc |
| Voting Members Governing Body | 6 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 6 | VotingMembersIndependentCnt |
| Total Employee | 5 | TotalEmployeeCnt |
| Total Volunteers | 16 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $4,403,874 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $3,826,585 | CYProgramServiceRevenueAmt |
| PY Investment Income | $686 | PYInvestmentIncomeAmt |
| CY Investment Income | $9,645 | CYInvestmentIncomeAmt |
| PY Other Revenue | $28,748 | PYOtherRevenueAmt |
| CY Other Revenue | $41,519 | CYOtherRevenueAmt |
| PY Total Revenue | $4,433,308 | PYTotalRevenueAmt |
| CY Total Revenue | $3,877,749 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,857,122 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $717,484 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $588,778 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $478,660 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,163,114 | PYOtherExpensesAmt |
| CY Other Expenses | $3,104,218 | CYOtherExpensesAmt |
| PY Total Expenses | $6,609,014 | PYTotalExpensesAmt |
| CY Total Expenses | $4,300,362 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,175,706 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$422,613 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $54,448,462 | TotalAssetsBOYAmt |
| Total Assets EOY | $53,746,521 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $23,044,608 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $22,765,280 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $31,403,854 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $30,981,241 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROVIDE AFFORDABLE RENTAL HOUSING SERVICES FOR LOW-INCOME ELDERLY PERSONS IN SAN FRANCISCO. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,135,421 | ExpenseAmt |
| Grant | $717,484 | GrantAmt |
| Revenue | $3,826,585 | RevenueAmt |
| Desc | BETHANY SENIOR HOUSING IS A CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION FORMED IN 1966 ESTABLISHED TO OWN, AND OPERATE AFFORDABLE RENTAL HOUSING FOR LOW INCOME ELDERLY PERSONS IN SAN FRANCISCO. BETHANY CENTER SENIOR HOUSING, INC. OPERATES 135-UNIT APARTMENT PROJECT WITH 90% OF THE UNITS ELIGIBLE FOR LOW-INCOME ELDERLY AND 10% OF THE UNITS FOR DISABLED PERSONS IN SAN FRANCISCO, CA. THE COMMUNITY SUPPORTED 166 RESIDENTS DURING THE YEAR. | Desc |
| Total Program Service Expenses | $4,135,421 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 10 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 5 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 6 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 6 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EDUARDO SALVADOR | PersonNm |
| Phone | 9259567400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 NORTH BRAND BLVD 19TH FL | AddressLine1Txt |
| City | GLENDALE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91203 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| DONNELLY KEN | |||||||||
| CHAIR | 1.00 | 7.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| EMSLIE STEPHEN | |||||||||
| CHAIR (THRU 02/23) | 1.00 | 7.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MCGOVERN MARION | |||||||||
| VICE CHAIR | 1.00 | 7.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JIMENEZ CARLOS | |||||||||
| DIRECTOR | 1.00 | 7.00 | Yes (X) | $0 | $0 | $0 | |||
| KENNISON MARGOL | |||||||||
| DIRECTOR | 1.00 | 7.00 | Yes (X) | $0 | $0 | $0 | |||
| KROEKER KEVIN | |||||||||
| DIRECTOR | 1.00 | 7.00 | Yes (X) | $0 | $0 | $0 | |||
| PETERS WILLIAM | |||||||||
| DIRECTOR | 1.00 | 7.00 | Yes (X) | $0 | $0 | $0 | |||
| WOODWARD JOHN | |||||||||
| CEO | 0.10 | 39.90 | Yes (X) | $0 | $1,350,533 | $11,125 | |||
| SALVADOR EDUARDO | |||||||||
| CFO | 0.10 | 39.90 | Yes (X) | $0 | $747,748 | $56,823 | |||
| DIAZ SORAYA | |||||||||
| PRESIDENT OF AFFORDABLE HOUSING | 6.00 | 34.00 | Yes (X) | $0 | $341,229 | $57,204 | |||
| CASEY JONATHAN | |||||||||
| SECRETARY/VP OF FINANCE | 6.00 | 34.00 | Yes (X) | $0 | $210,262 | $50,878 | |||
| OLSON KARI | |||||||||
| CHIEF INNOV. & TECH OFFICER | 0.10 | 39.90 | $0 | $673,752 | $69,468 | Yes (X) | |||
| JAMISON DIANA - CHIEF CAPITAL | |||||||||
| STRATEGIES OFFICER (THRU 09/22) | 0.10 | 39.90 | $0 | $631,683 | $59,169 | Yes (X) | |||
| BURTON DESIREE | |||||||||
| CHIEF HR OFFICER | 0.10 | 39.90 | $0 | $648,592 | $11,704 | Yes (X) | |||
| MCMULLIN MARY | |||||||||
| CHIEF STRATEGY/ADV. OFFICER | 0.10 | 39.90 | $0 | $560,809 | $89,253 | Yes (X) | |||
| SCHAEFER RONALD | |||||||||
| COO (THRU 02/22) | 0.10 | 39.90 | $0 | $549,894 | $7,519 | Yes (X) | |||
| BUTLER JOSEPH | |||||||||
| CHIEF LEGAL OFFICER (THRU 08/22) | 0.10 | 39.90 | $0 | $458,339 | $10,550 | Yes (X) | |||
| VRANICH RACHEL | |||||||||
| CHIEF LEGAL OFFICER | 0.10 | 39.90 | $0 | $343,947 | $25,915 | Yes (X) | |||
| LEE BENSON | |||||||||
| HOUSING ADMINISTRATOR | 20.00 | 20.00 | $0 | $136,973 | $17,261 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $6,653,761 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $466,869 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| RANDSTAND | |||||
| PO BOX 894217 | LOS ANGELES | CA | 90189 | STAFFING SERVICES | $255,936 |
| XIN XIN CONSTRUCTION | |||||
| 1666 26TH STREET | SAN FRANCISCO | CA | 94122 | CONSTRUCTION SERVICES | $127,900 |
| BRIGHT LIGHT CLEANING | |||||
| 2525 16TH STREET | SAN FRANCISCO | CA | 94141 | JANITORIAL & MAINT SERVICES | $121,976 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| HUD ASSISTANCE INCOME | 531390 | $3,043,071 | $3,043,071 |
| RENTAL INCOME | 531110 | $783,514 | $783,514 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $3,826,585 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,645 | TotalRevenueColumnAmt |
| Exclusion | $9,645 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| OTHER INCOME | 561000 | $37,187 | $37,187 |
| LAUNDRY & VENDING | 812300 | $4,332 | $4,332 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $41,519 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,877,749 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,826,585 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $51,164 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $717,484 | TotalAmt |
| Program Services | $717,484 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $414,126 | TotalAmt |
| Program Services | $414,126 | ProgramServicesAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,918 | TotalAmt |
| Program Services | $19,918 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,615 | TotalAmt |
| Program Services | $15,615 | ProgramServicesAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,001 | TotalAmt |
| Program Services | $29,001 | ProgramServicesAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $114,912 | TotalAmt |
| Management And General | $114,912 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $749 | TotalAmt |
| Management And General | $749 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,280 | TotalAmt |
| Management And General | $49,280 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,201 | TotalAmt |
| Program Services | $26,201 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $262 | TotalAmt |
| Program Services | $262 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,021 | TotalAmt |
| Program Services | $71,021 | ProgramServicesAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,156 | TotalAmt |
| Program Services | $25,156 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $937,048 | TotalAmt |
| Program Services | $937,048 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,046 | TotalAmt |
| Program Services | $4,046 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $477 | TotalAmt |
| Program Services | $477 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $926,216 | TotalAmt |
| Program Services | $926,216 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $729,111 | TotalAmt |
| Program Services | $729,111 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $124,405 | TotalAmt |
| Program Services | $124,405 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| RESIDENT SERVICE COORDI | $91,988 | $91,988 |
| PROGRAMS | $3,346 | $3,346 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,300,362 | TotalAmt |
| Program Services | $4,135,421 | ProgramServicesAmt |
| Management And General | $164,941 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,161,196 | BOYAmt |
| EOY | $947,890 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,289 | BOYAmt |
| EOY | $50,639 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,448 | BOYAmt |
| EOY | $255 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $79,919 | BOYAmt |
| EOY | $22,896 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $52,361,652 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,364,192 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,570,174 | BOYAmt |
| EOY | $50,997,460 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,574,436 | BOYAmt |
| EOY | $1,727,381 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,448,462 | BOYAmt |
| EOY | $53,746,521 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $169,273 | BOYAmt |
| EOY | $189,419 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,289 | BOYAmt |
| EOY | $50,639 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,515,069 | BOYAmt |
| EOY | $22,246,598 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $309,977 | BOYAmt |
| EOY | $278,624 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,044,608 | BOYAmt |
| EOY | $22,765,280 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,403,854 | BOYAmt |
| EOY | $30,981,241 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,403,854 | BOYAmt |
| EOY | $30,981,241 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,448,462 | BOYAmt |
| EOY | $53,746,521 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$422,613 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,012,500 | CurrentTaxYearMinus4YearsAmt |
| Total | $1,012,500 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,702,328 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,206,684 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,376,280 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,403,874 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,826,585 | CurrentTaxYearAmt |
| Total | $20,515,751 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,714,828 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,206,684 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,376,280 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,403,874 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,826,585 | CurrentTaxYearAmt |
| Total | $21,528,251 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,012,500 | CurrentTaxYearMinus4YearsAmt |
| Total | $1,012,500 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,012,500 | CurrentTaxYearMinus4YearsAmt |
| Total | $1,012,500 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $20,515,751 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $937 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,475 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,128 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $686 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,645 | CurrentTaxYearAmt |
| Total | $22,871 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $937 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,475 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,128 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $686 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,645 | CurrentTaxYearAmt |
| Total | $22,871 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,069 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $25,533 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $26,956 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $28,748 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $41,519 | CurrentTaxYearAmt |
| Total | $133,825 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,726,834 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,242,692 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,404,364 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,433,308 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,877,749 | CurrentTaxYearAmt |
| Total | $21,684,947 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.94610 | PublicSupportCY509Pct |
| Public Support PY509 | 0.94400 | PublicSupportPY509Pct |
| Investment Income CY | 0.00110 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00070 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME - 2018 AMOUNT: $ 11,069. 2019 AMOUNT: $ 25,533. 2020 AMOUNT: $ 26,956. 2021 AMOUNT: $ 28,748. 2022 AMOUNT: $ 41,519. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $25,712,680 | OtherCostOrOtherBasisAmt |
| Book Value | $25,712,680 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $25,816,427 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,183,452 | DepreciationAmt |
| Book Value | $24,632,975 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $821,695 | OtherCostOrOtherBasisAmt |
| Depreciation | $180,740 | DepreciationAmt |
| Book Value | $640,955 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,850 | OtherCostOrOtherBasisAmt |
| Book Value | $10,850 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $50,997,460 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO AFFILIATES | Desc |
| Amt | $278,624 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $278,624 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $3,877,749 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,877,749 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,877,749 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,300,362 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,300,362 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,300,362 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | RESIDENT SECURITY DEPOSITS ARE COLLECTED AND MAINTAINED BY BETHANY CENTER SENIOR HOUSING, INC. PER HUD REGULATIONS. IF A RESIDENT LEAVES, THE BALANCE REMAINING IN THE FUND IS RETURNED. ASSETS HELD, INCLUDED IN SAVINGS AND TEMPORARY CASH INVESTMENTS, AMOUNTED TO APPROXIMATELY $50,289 AND $50,639 AS OF MARCH 31, 2022 AND 2023, RESPECTIVELY. AS THESE FUNDS DO NOT REPRESENT ASSETS OF BETHANY CENTER SENIOR HOUSING, INC., A CORRESPONDING TRUST ACCOUNT LIABILITY IS REPORTED IN ESCROW OR CUSTODIAL ACCOUNT LIABILITY. |
| PART X, LINE 2: | THE PROJECT APPLIES THE PROVISIONS OF ACCOUNTING STANDARDS CODIFICATION ("ASC") TOPIC 740-10, INCOME TAXES, RELATING TO ACCOUNTING FOR UNCERTAIN TAX POSITIONS. THE PROJECT RECOGNIZES THE TAX BENEFIT FROM UNCERTAIN TAX POSITIONS ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITIONS WILL BE SUSTAINED ON EXAMINATION BY THE TAX AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFIT IS MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE PROJECT RECOGNIZES INTEREST AND PENALTIES RELATED TO INCOME TAX MATTERS IN OPERATING EXPENSES. AT MARCH 31, 2023, THE PROJECT HAD NO UNSETTLED TAX MATTERS. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COVIA AFFORDABLE COMMUNITIES | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2185 N CALIFORNIA BLVD SUITE 215 | AddressLine1Txt |
| City | WALNUT CREEK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94596 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 943382412 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $717,484 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Purpose Of Grant | TO PROVIDE SUPPORT TO AFFILIATE FOR EXPANSION OF LOW INCOME AFFORDABLE HOUSING | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | COVIA AFFORDABLE COMMUNITIES ("AFFORDABLE COMMUNITIES") IS A SUPPORTING ORGANIZATION AS DEFINED BY IRC 509(A)(3). ALL ACTIVITIES OF THE AFFORDABLE COMMUNITIES ARE IN FURTHERANCE OF ITS STATED PURPOSE IN ITS ARTICLES OF INCORPORATION. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (12 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WOODWARD JOHN | ||||||||||||||
| CEO | $0 | $669,284 | $0 | $632,809 | $0 | $48,440 | $0 | $9,150 | $0 | $1,975 | $0 | $1,361,658 | $0 | $0 |
| SALVADOR EDUARDO | ||||||||||||||
| CFO | $0 | $381,659 | $0 | $346,956 | $0 | $19,133 | $0 | $54,948 | $0 | $1,875 | $0 | $804,571 | $0 | $0 |
| OLSON KARI | ||||||||||||||
| CHIEF INNOV. & TECH OFFICER | $0 | $347,055 | $0 | $307,222 | $0 | $19,475 | $0 | $50,255 | $0 | $19,213 | $0 | $743,220 | $0 | $0 |
| JAMISON DIANA - CHIEF CAPITAL | ||||||||||||||
| STRATEGIES OFFICER (THRU 09/22) | $0 | $284,265 | $0 | $330,246 | $0 | $17,172 | $0 | $50,334 | $0 | $8,835 | $0 | $690,852 | $0 | $0 |
| BURTON DESIREE | ||||||||||||||
| CHIEF HR OFFICER | $0 | $295,740 | $0 | $334,178 | $0 | $18,674 | $0 | $9,150 | $0 | $2,554 | $0 | $660,296 | $0 | $0 |
| MCMULLIN MARY | ||||||||||||||
| CHIEF STRATEGY/ADV. OFFICER | $0 | $315,662 | $0 | $225,250 | $0 | $19,897 | $0 | $37,703 | $0 | $51,550 | $0 | $650,062 | $0 | $0 |
| SCHAEFER RONALD | ||||||||||||||
| COO (THRU 02/22) | $0 | $113,256 | $0 | $32,641 | $0 | $403,997 | $0 | $3,316 | $0 | $4,203 | $0 | $557,413 | $0 | $0 |
| BUTLER JOSEPH | ||||||||||||||
| CHIEF LEGAL OFFICER (THRU 08/22) | $0 | $219,223 | $0 | $211,973 | $0 | $27,143 | $0 | $9,150 | $0 | $1,400 | $0 | $468,889 | $0 | $0 |
| DIAZ SORAYA | ||||||||||||||
| PRESIDENT OF AFFORDABLE HOUSING | $0 | $221,978 | $0 | $91,414 | $0 | $27,837 | $0 | $36,031 | $0 | $21,173 | $0 | $398,433 | $0 | $0 |
| VRANICH RACHEL | ||||||||||||||
| CHIEF LEGAL OFFICER | $0 | $327,911 | $0 | $0 | $0 | $16,036 | $0 | $9,150 | $0 | $16,765 | $0 | $369,862 | $0 | $0 |
| CASEY JONATHAN | ||||||||||||||
| SECRETARY/VP OF FINANCE | $0 | $193,200 | $0 | $14,131 | $0 | $2,931 | $0 | $10,591 | $0 | $40,287 | $0 | $261,140 | $0 | $0 |
| LEE BENSON | ||||||||||||||
| HOUSING ADMINISTRATOR | $0 | $135,045 | $0 | $0 | $0 | $1,928 | $0 | $6,369 | $0 | $10,892 | $0 | $154,234 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINES 4A-B | LINE 4A - RONALD SCHAEFER RECEIVED A SEVERANCE PAYMENT OF $400,000 DURING THE 2022 CALENDAR YEAR. THE PAYMENT HAS BEEN REPORTED WITHIN "OTHER REPORTABLE COMPENSATION" ON SCHEDULE J, PART II, PAYMENTS HAVE BEEN REPORTED AS TAXABLE COMPENSATION TO THE INDIVIDUALS AND COLUMN (B)(III). LINE 4B - FRONT PORCH COMMUNITIES AND SERVICES HAS A 457F PLAN FOR THE FOLLOWING INDIVIDUALS. THE PARTICIPANTS OF THE PLAN ARE THOSE EMPLOYEES WHO ARE ADMINISTRATORS AND OFFICERS OF FRONT PORCH COMMUNITIES AND SERVICES AND ITS AFFILIATES. ADMINISTRATORS ARE THE EXECUTIVE DIRECTORS OF THE COMMUNITIES. FROM TIME TO TIME THE BOARD MAY DESIGNATE ADDITIONAL OFFICERS AND ADMINISTRATORS. RONALD SCHAEFER DIANA JAMISON MARY MCMULLIN JONATHAN CASEY EDUARDO SALVADOR KARI OLSON |
| SCHEDULE J, PART I | ALL OF THE EMPLOYEES LISTED ON FORM 990 PART VII SECTION A--OFFICERS, DIRECTORS, TRUSTEES, KEY EMPLOYEES AND HIGHEST COMPENSATED EMPLOYEES--ARE EMPLOYED AND COMPENSATED BY FRONT PORCH COMMUNITIES AND SERVICES. THE ORGANIZATION RELIED ON FRONT PORCH COMMUNITIES AND SERVICES USING THE 3 METHODS DESCRIBED ON PART I, LINE 3 TO ESTABLISH OFFICER'S COMPENSATION. THE METHODS USED ARE: COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. FRONT PORCH COMMUNITIES AND SERVICES REPORTS 100% OF THE INDIVIDUAL'S COMPENSATION ON W-2'S ISSUED BY FRONT PORCH COMMUNITIES AND SERVICES. HOWEVER, SOME OF THESE EMPLOYEES ARE ASSIGNED DUTIES FOR OTHER RELATED ORGANIZATIONS (SEE SCHEDULE R FOR ADDITIONAL INFORMATION REGARDING THE RELATED ORGANIZATIONS). THE SALARIES REPORTED ON PART VII OF THE 990 AND SCHEDULE J ARE IN PART SUPPORTED THROUGH MANAGEMENT FEES REMITTED TO COVIA AFFORDABLE COMMUNITIES. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | THE ORGANIZATION CONTRACTED WITH COVIA AFFORDABLE COMMUNITIES TO PROVIDE PROPERTY MANAGEMENT, OPERATIONAL, AND ACCOUNTING SERVICES. |
| FORM 990, PART VI, SECTION A, LINE 6 | COVIA AFFORDABLE COMMUNITIES, A CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION IS THE SOLE MEMBER OF BETHANY CENTER SENIOR HOUSING, INC. |
| FORM 990, PART VI, SECTION A, LINE 7A | COVIA AFFORDABLE COMMUNITIES HAS THE RIGHT TO VOTE WITH RESPECT TO ELECTING AND REMOVING THE DIRECTORS OF THE BETHANY CENTER SENIOR HOUSING, INC. BOARD. THE DIRECTORS SHALL AT ALL TIMES CONSIST OF THOSE PERSONS WHO ARE SERVING AS MEMBERS OF THE BOARD OF DIRECTORS OF COVIA AFFORDABLE COMMUNITIES. |
| FORM 990, PART VI, SECTION A, LINE 7B | COVIA AFFORDABLE COMMUNITIES SHALL HAVE VOTING RIGHTS WITH RESPECT TO (I) THE ELECTION AND REMOVAL OF DIRECTORS, (II) THE DISSOLUTION, LIQUIDATION, MERGER OR SALE OF THE SUBSTANTIAL ASSETS OF THE CORPORATION, (III) ADOPTING, AMENDING OR REPEALING THE ARTICLES OF INCORPORATION OF THE CORPORATION OR BYLAWS, AND (IV) SUCH OTHER MATTERS AS MAY BE PROVIDED IN THE BYLAWS OR THE NONPROFIT CORPORATION LAW OF CALIFORNIA. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE CFO AND MANAGEMENT PERSONNEL OF BETHANY CENTER SENIOR HOUSING, INC. REVIEW THE 990 INFORMATION RETURN BEFORE FILING WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | OFFICERS AND BOARD MEMBERS ARE ASKED ON AN ANNUAL BASIS IF THERE ARE ANY ACTIVITIES AND/OR AFFILIATIONS THAT WOULD POSE A CONFLICT WITH THEIR ABILITY TO SERVE ON THE BOARD OR ITEMS THAT THEY WILL NEED TO RECUSE THEMSELVES FROM VOTING. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION OF ALL EMPLOYEES OF BETHANY CENTER SENIOR HOUSING, INC. IS PAID BY ITS ULTIMATE OWNER, FRONT PORCH COMMUNITIES AND SERVICES. W2S/W3S ARE ISSUED BY FRONT PORCH COMMUNITIES AND SERVICES. SENIOR MANAGEMENT EMPLOYEES LISTED IN PART VII ARE EMPLOYEES OF FRONT PORCH COMMUNITIES AND SERVICES, A RELATED ORGANIZATION. THEY ARE PAID AND ISSUED W-2S BY FRONT PORCH COMMUNITIES AND SERVICES. THE SALARIES REPORTED ON PART VII OF THE 990 AND SCHEDULE J ARE IN PART SUPPORTED THROUGH MANAGEMENT FEES REMITTED TO COVIA AFFORDABLE COMMUNITIES. YES, THIS IS CORRECTLY STATED. FRONT PORCH COMMUNITIES AND SERVICES USE AN INDEPENDENT CONSULTANT WHO ANALYZES AND REPORTS ON REASONABILITY OF COMPENSATION EVERY TWO YEARS. THE CONSULTANT IS INDEPENDENT OF MANAGEMENT AND REPORTS DIRECTLY TO THE CHAIRMAN OF THE BOARD. THE CONSULTANT REVIEWS AND PROVIDES A REPORT ON ANY ISSUES WITH THE COMPENSATION THE CEO AND/OR THE CFO RECEIVE INCLUDING ANY ISSUES AROUND EXCESS COMPENSATION. ADDITIONALLY, ALL KEY EXECUTIVES COMPENSATION ARE REVIEWED BY THE CONSULTANT. THIS REVIEW INCLUDES TOTAL CASH COMPENSATION AND BENEFITS INCLUDING RETIREMENT PLANS. EVERY YEAR, THE CHIEF HR OFFICER REVIEWS THE COMPENSATION FOR ALL MANAGEMENT AGAINST MARKET ANALYSIS GUIDELINES AND RECOMMENDS CHANGES. THIS REVIEW ALSO INCLUDES A TEST OF BENEFITS AGAINST SIMILAR COMPANIES. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AT THE ADMINISTRATIVE OFFICE. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (12 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FRONT PORCH COMMUNITIES AND SERVICES | |||||||||||
| 800 NORTH BRAND BLVD 19TH FL | GLENDALE | CA | 91203 | 954538269 | AFFORDABLE SENIOR HOUSING | CA | 501(C)(3) | LINE 10 | N/A | 0 | |
| FRONT PORCH COMMUNITIES FOUNDATION | |||||||||||
| 800 NORTH BRAND BLVD 19TH FL | GLENDALE | CA | 91203 | 953862907 | PROVIDE FINANCIAL SUPPORT TO RESIDENTS IN RETIREMENT COMMUNITIES | CA | 501(C)(3) | LINE 7 | 0 | FRONT PORCH COMMUNITIES AND SERVICES | |
| CARING HOUSING MINISTRIES | |||||||||||
| 800 NORTH BRAND BLVD 19TH FL | GLENDALE | CA | 91203 | 954540601 | MANAGEMENT OF AFFORDABLE SENIOR HOUSING | CA | 501(C)(3) | LINE 10 | 0 | FRONT PORCH COMMUNITIES AND SERVICES | |
| SUNNY VIEW LUTHERAN HOME | |||||||||||
| 22445 CUPERTINO ROAD | CUPERTINO | CA | 95014 | 941542379 | AFFORDABLE SENIOR HOUSING | CA | 501(C)(3) | LINE 10 | 0 | FRONT PORCH COMMUNITIES AND SERVICES | |
| COVIA AFFORDABLE COMMUNITIES | |||||||||||
| 2185 N CALIFORNIA BLVD STE 215 | WALNUT CREEK | CA | 94596 | 943382412 | PROVIDE DIRECTION, SUPPORT SERVICES & ACTIVITIES FOR SUPPORTED ORG'N | CA | 501(C)(3) | LINE 12B, II | 0 | FRONT PORCH COMMUNITIES AND SERVICES | |
| LYTTON IV HOUSING CORPORATION | |||||||||||
| 2185 N CALIFORNIA BLVD STE 215 | WALNUT CREEK | CA | 94596 | 770324027 | AFFORDABLE SENIOR HOUSING | CA | 501(C)(3) | LINE 10 | 0 | COVIA AFFORDABLE COMMUNITIES | |
| COMMUNITY HOUSING INC | |||||||||||
| 2185 N CALIFORNIA BLVD STE 215 | WALNUT CREEK | CA | 94596 | 942264235 | AFFORDABLE SENIOR HOUSING | CA | 501(C)(3) | LINE 10 | 0 | COVIA AFFORDABLE COMMUNITIES | |
| OAK CENTER TOWERS | |||||||||||
| 2185 N CALIFORNIA BLVD STE 215 | WALNUT CREEK | CA | 94596 | 942148270 | AFFORDABLE SENIOR HOUSING | CA | 501(C)(3) | LINE 10 | 0 | COVIA AFFORDABLE COMMUNITIES | |
| JENNINGS SENIOR HOUSING INC | |||||||||||
| 2185 N CALIFORNIA BLVD STE 215 | WALNUT CREEK | CA | 94596 | 113754507 | PROVIDE AFFORDABLE HOUSING TO ELDERLY AND DISABLED PERSONS | CA | 501(C)(3) | LINE 10 | 0 | COVIA AFFORDABLE COMMUNITIES | |
| PRESIDIO GATE APARTMENTS | |||||||||||
| 2185 N CALIFORNIA BLVD STE 215 | WALNUT CREEK | CA | 94596 | 680012837 | PROVIDE AFFORDABLE HOUSING TO ELDERLY AND DISABLED PERSONS | CA | 501(C)(3) | LINE 7 | 0 | COVIA AFFORDABLE COMMUNITIES | |
| LYTTON GARDENS INC | |||||||||||
| 2185 N CALIFORNIA BLVD STE 215 | WALNUT CREEK | CA | 94596 | 942670036 | DORMANT | CA | 501(C)(3) | LINE 3 | 0 | FRONT PORCH COMMUNITIES AND SERVICES | |
| SHIRES MEMORIAL CENTER | |||||||||||
| 2185 N CALIFORNIA BLVD STE 215 | WALNUT CREEK | CA | 94596 | 941558214 | PROVIDE AFFORDABLE HOUSING TO ELDERLY PERSONS | CA | 501(C)(3) | LINE 10 | 0 | COVIA AFFORDABLE COMMUNITIES | |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OAK CENTERS LP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2185 N CALIFORNIA BLVD SUITE 215 | AddressLine1Txt |
| City | WALNUT CREEK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94596 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522456294 | EIN |
| Primary Activities | PROVIDE AFFORABLE HOUSING TO ELDERLY | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Disproportionate Allocations | 0 | DisproportionateAllocationsInd |
| General Or Managing Partner | 0 | GeneralOrManagingPartnerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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