BRITISH HOME IN CALIFORNIA LTD: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- BRITISH HOME IN CALIFORNIA LTD (EIN 95-1727641)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202443209349312594
- Schema version
- 2023v5.1
- 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 | 2024-11-15T12:34:46-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 946214841 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARMANINO ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2700 CAMINO RAMON STE 350 | AddressLine1Txt |
| City | SAN RAMON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 945835004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 951727641 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BRITISH HOME IN CALIFORNIA LTD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BRIT | BusinessNameControlTxt |
| Phone | 6263557240 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 647 MANZANITA BLVD | AddressLine1Txt |
| City | SIERRA MADRE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91024 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROSARIO MUNOZ | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 6263557240 | PhoneNum |
| Signature | 2024-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KATY BROWN | PreparerPersonNm |
| PTIN | P00650274 | PTIN |
| Phone | 9257902600 | PhoneNum |
| Preparation | 2024-11-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ROSARIO MUNOZ | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 647 MANZANITA BLVD | AddressLine1Txt |
| City | SIERRA MADRE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91024 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,743,129 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BRITISHHOME-CA.US | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1930 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE ASSISTED LIVING SERVICES | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 36 | TotalEmployeeCnt |
| Total Volunteers | 25 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $125,306 | PYContributionsGrantsAmt |
| CY Contributions Grants | $124,446 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,291,216 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,146,174 | CYProgramServiceRevenueAmt |
| PY Investment Income | $731,599 | PYInvestmentIncomeAmt |
| CY Investment Income | $352,641 | CYInvestmentIncomeAmt |
| PY Other Revenue | $48,750 | PYOtherRevenueAmt |
| CY Other Revenue | $76,944 | CYOtherRevenueAmt |
| PY Total Revenue | $2,196,871 | PYTotalRevenueAmt |
| CY Total Revenue | $1,700,205 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,253,702 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,359,395 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $17,309 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,014,342 | PYOtherExpensesAmt |
| CY Other Expenses | $1,049,405 | CYOtherExpensesAmt |
| PY Total Expenses | $2,268,044 | PYTotalExpensesAmt |
| CY Total Expenses | $2,408,800 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$71,173 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$708,595 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $24,014,244 | TotalAssetsBOYAmt |
| Total Assets EOY | $25,442,225 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $197,061 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $173,870 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $23,817,183 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $25,268,355 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO PROVIDE AN EXCELLENT RETIREMENT HOME IN BEAUTIFUL, COMFORTABLE SURROUNDINGS WITH EXCEPTIONAL LEVELS OF LOVING CARE AND COMPASSION. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,942,983 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $1,146,174 | RevenueAmt |
| Desc | THE HOME OPERATES A LICENSED RETIREMENT FACILITY IN SOUTHERN CALIFORNIA, AND IS LICENSED TO ACCOMMODATE 41 RESIDENTS AND DESCRIBED AS "TYPICAL," THE HOME MAINTAINS ITS HISTORIC UNIQUENESS PROVIDING GRACIOUS, INDEPENDENT AND ASSISTED LIVING IN THIS SECURE AND PEACEFUL RESIDENTIAL NEIGHBORHOOD. WE ARE PROUD OF OUR HISTORY AND IN TODAY'S HECTIC LIFE STYLE, ARE SECURE IN OUR APPROACH OF BLENDING "OLD WORLD" CHARM AND TRADITION WITH MODERNITY. HONORING OUR GOALS AND MISSION, AND WITH SUPPORT FROM THE DBE WE DO SUBSIDIZE A CERTAIN PERCENTAGE OF RESIDENTS WHO ARE IN NEED. OUR MONTHLY FEES ARE REASONABLE INCLUDING MANY SERVICES AND ACTIVITIES AND OUR RESIDENTS THRIVE, ENJOYING THE CARE AND ATTENTION GIVEN THEM. THE AVERAGE AGE OF OUR RESIDENT FAMILY IS 87 WITH THE AGE RANGING FROM 66 TO 108. (CONTINUED ON SCH. O)ON AVERAGE, THE BRITISH HOME MAINTAINS 30 RESIDENTS YEAR AROUND. | Desc |
| Total Program Service Expenses | $1,942,983 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | 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 | 0 | 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 | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | 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 | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | 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 | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 2 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 36 | 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 | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| 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 | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | 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 | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | 0 | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | 0 | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | 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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROSARIO MUNOZ | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6263557240 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 647 MANZANITA BLVD | AddressLine1Txt |
| City | SIERRA MADRE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91024 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| PATTI SCHNEGG | ||||||
| PRESIDENT | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MARILYN DIAZ | ||||||
| VICE-PRESIDENT | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DEBORAH ROSS | ||||||
| 2ND VICE-PRESDIENT | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ROSEMARY WEBB | ||||||
| 3RD VICE-PRESIDENT | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SHIRLEY WOLFF | ||||||
| RECORDING SECRETARY | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MARION GRADY | ||||||
| CORRESPONDING SECRETARY (START 11/23) | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MARGARET GAZEY | ||||||
| CORRESPONDING SECRETARY (THRU 08/23) | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SUE MASTEN | ||||||
| TREASURER | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ROSARIO MUNOZ | ||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $89,594 | $0 | $350 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $89,594 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $350 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $13,900 | FundraisingAmt |
| All Other Contributions | $110,546 | AllOtherContributionsAmt |
| Total Contributions | $124,446 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEES FOR SERVICE | Desc |
| Business | 623000 | BusinessCd |
| Total Revenue Column | $1,146,174 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,146,174 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,146,174 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $616,505 | TotalRevenueColumnAmt |
| Exclusion | $616,505 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $577 | TotalRevenueColumnAmt |
| Exclusion | $577 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,770,599 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,034,463 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$263,864 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$263,864 | TotalRevenueColumnAmt |
| Exclusion | -$263,864 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $21,764 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $13,900 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $4,737 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,027 | TotalRevenueColumnAmt |
| Exclusion | $17,027 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $8,401 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $3,724 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,677 | TotalRevenueColumnAmt |
| Exclusion | $4,677 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $54,663 | TotalRevenueColumnAmt |
| Exclusion | $54,663 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $54,663 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,700,205 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,146,174 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $429,585 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,943 | TotalAmt |
| Program Services | $75,789 | ProgramServicesAmt |
| Management And General | $14,154 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,090,145 | TotalAmt |
| Program Services | $955,262 | ProgramServicesAmt |
| Management And General | $118,804 | ManagementAndGeneralAmt |
| Fundraising | $16,079 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,785 | TotalAmt |
| Program Services | $73,471 | ProgramServicesAmt |
| Management And General | $9,314 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,522 | TotalAmt |
| Program Services | $84,414 | ProgramServicesAmt |
| Management And General | $10,878 | ManagementAndGeneralAmt |
| Fundraising | $1,230 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,210 | TotalAmt |
| Management And General | $41,210 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,771 | TotalAmt |
| Management And General | $92,771 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,851 | TotalAmt |
| Management And General | $6,851 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,719 | TotalAmt |
| Program Services | $15,453 | ProgramServicesAmt |
| Management And General | $21,266 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,186 | TotalAmt |
| Program Services | $66,630 | ProgramServicesAmt |
| Management And General | $9,556 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,564 | TotalAmt |
| Program Services | $2,782 | ProgramServicesAmt |
| Management And General | $2,782 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $237,970 | TotalAmt |
| Program Services | $208,130 | ProgramServicesAmt |
| Management And General | $29,840 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $209,765 | TotalAmt |
| Program Services | $183,462 | ProgramServicesAmt |
| Management And General | $26,303 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| RESIDENT CARE | $225,205 | $225,205 | $0 |
| REPAIRS & MAINTENANCE | $59,150 | $51,733 | $7,417 |
| TAXES AND LICENSES | $52,615 | $0 | $52,615 |
| TRAINING | $5,013 | $652 | $4,361 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $386 | TotalAmt |
| Management And General | $386 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,408,800 | TotalAmt |
| Program Services | $1,942,983 | ProgramServicesAmt |
| Management And General | $448,508 | ManagementAndGeneralAmt |
| Fundraising | $17,309 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $211,614 | BOYAmt |
| EOY | $165,580 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $322,091 | BOYAmt |
| EOY | $269,304 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,497 | BOYAmt |
| EOY | $1,497 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $127,759 | BOYAmt |
| EOY | $113,792 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $7,563,824 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,743,042 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,938,415 | BOYAmt |
| EOY | $3,820,782 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,412,868 | BOYAmt |
| EOY | $21,071,270 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,014,244 | BOYAmt |
| EOY | $25,442,225 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $197,061 | BOYAmt |
| EOY | $173,870 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $197,061 | BOYAmt |
| EOY | $173,870 | 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 | $23,817,183 | BOYAmt |
| EOY | $25,268,355 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,817,183 | BOYAmt |
| EOY | $25,268,355 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,014,244 | BOYAmt |
| EOY | $25,442,225 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$708,595 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,159,767 | NetUnrlzdGainsLossesInvstAmt |
| 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,833 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $123,170 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $128,693 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $125,306 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $124,446 | CurrentTaxYearAmt |
| Total | $514,448 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,833 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $123,170 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $128,693 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $125,306 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $124,446 | CurrentTaxYearAmt |
| Total | $514,448 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $141,411 | SubstantialContributorsTotAmt |
| Public Support Total170 | $373,037 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $302,101 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $570,066 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $615,188 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $732,137 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $617,082 | CurrentTaxYearAmt |
| Total | $2,836,574 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $19,978 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $21,704 | CurrentTaxYearAmt |
| Total | $41,682 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $14,377 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,490 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $28,234 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $54,663 | CurrentTaxYearAmt |
| Total | $111,764 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $3,504,468 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $4,852,078 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.10640 | PublicSupportCY170Pct |
| Public Support PY170 | 0.11120 | PublicSupportPY170Pct |
| Ten Pct Facts Crcmstncs Test CY | Yes (X) | TenPctFactsCrcmstncsTestCYInd |
| Facts And Circumstances Test | THE ORGANIZATION NORMALLY RECEIVES PUBLIC SUPPORT DIRECTLY FROM A LARGE NUMBER OF INDIVIDUALS AND ORGANIZATIONS AND CONTINUES TO SEEK ADDITIONAL DONATIONS FROM THE GENERAL PUBLIC. THE ORGANIZATION IS A LICENSED RETIREMENT COMMUNITY FOR MEMBERS OF THE GENERAL PUBLIC. THE GOVERNING BODY REPRESENTS THE BROAD INTERESTS OF THE PUBLIC, AND THE ORGANIZATION GENERALLY PROVIDES FACILITIES AND SERVICES DIRECTLY FOR THE BENEFIT THE GENERAL PUBLIC ON A CONTINUING BASIS. | FactsAndCircumstancesTestTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $648,881 | OtherCostOrOtherBasisAmt |
| Book Value | $648,881 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,998,230 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,900,962 | DepreciationAmt |
| Book Value | $3,097,268 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $300,880 | OtherCostOrOtherBasisAmt |
| Depreciation | $233,257 | DepreciationAmt |
| Book Value | $67,623 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $615,833 | OtherCostOrOtherBasisAmt |
| Depreciation | $608,823 | DepreciationAmt |
| Book Value | $7,010 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $3,820,782 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $3,767,201 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,159,767 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $2,159,767 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,607,434 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $92,771 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $92,771 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,700,205 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,316,029 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,316,029 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $92,771 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $92,771 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,408,800 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE HOME IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IN ACCORDANCE WITH THE APPLICABLE CALIFORNIA REVENUE AND TAXATION CODE SECTION. THE HOME HAS EVALUATED ITS TAX POSITIONS AND CONCLUDED THAT ITS TAX-EXEMPT STATUS HAS BEEN MAINTAINED AND THAT IT HAS NO UNCERTAIN TAX POSITIONS REQUIRING ADJUSTMENTS TO THE FINANCIAL STATEMENTS. AS A RESULT, NO PROVISION FOR INCOME TAXES HAS BEEN RECORDED. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | JUNE FAIR | Event1Nm |
| Gross Receipts Event1 | $33,161 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $13,900 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $19,261 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $717 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $1,803 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $500 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $1,717 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $33,161 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $13,900 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $19,261 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $717 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $1,803 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $500 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $1,717 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $4,737 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $14,524 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE GOVERNING BODY WILL REVIEW A DRAFT OF THE TAX RETURN BEFORE APPROVING AND SIGNING A FINAL COPY. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE BOARD OF DIRECTORS REVIEW MARKET DATA COMPENSATION AMOUNTS FOR COMPARATIVE PURPOSES BEFORE A FINAL DECISION IS MADE. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
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