2023-02-08T11:13:35-06:00 2022-03-31 390859910 BAKER TILLY US LLP 18500 VON KARMAN AVE 10TH FLOOR IRVINE CA 92612 990 2021-04-01 237334055 ARDEN WOOD INC ARDE 4153792343 445 WAWONA STREET SAN FRANCISCO CA 94116 NANCY SEDAN DIRECTOR OF FINANCE 4153792343 2023-02-07 1 NANCY SEDAN 999009999 BRIAN YACKER P00401346 9492222999 2023-02-07 X 3 AAL1 IAL1 2021 2023-03-07 01:45:13Z JOHN W MITCHELL 445 WAWONA STREET SAN FRANCISCO CA 94116 12633890 0 X WWW.ARDENWOOD.ORG X 1930 CA TO SUPPORT HEALING THROUGH SKILLFUL CHRISTIAN SCIENCE NURSING CARE AND INSPIRED LIVING. 5 5 79 7 0 0 3110655 5663689 4044331 3436987 343098 331488 37834 154269 7535918 9586433 12616 9380 0 0 4866717 3999764 0 0 513126 3541074 5212795 8420407 9221939 -884489 364494 25533161 26369366 916081 833149 24617080 25536217 X PROVIDE THE HIGHEST QUALITY OF CHRISTIAN SCIENCE NURSING CARE IN KEEPING WITH THE CHURCH MANUAL PROVISION FOR "CHRISTIAN SCIENCE NURSE". ARDEN WOOD ALSO OFFERS AN EXTENSIVE CS NURSES' TRAINING PROGRAM, AND BOTH INDEPENDENT AND SHELTERED LIVING. 0 0 2740638 9380 2010696 CS NURSING PROGRAM: ARDEN WOOD PROVIDES EXCELLENT SKILLED CHRISTIAN SCIENCE NURSING CARE 24/7/365 FOR CHRISTIAN SCIENTISTS WHO CHOOSE TO RELY SOLELY ON PRAYER FOR HEALING AND WHO ARE RECEIVING DAILY TREATMENT FROM A JOURNAL-LISTED CHRISTIAN SCIENCE PRACTITIONER, A DEDICATED STAFF OF JOURNAL-LISTED CHRISTIAN SCIENCE NURSES, AND CHRISTIAN SCIENCE NURSES-IN -TRAINING, PROVIDE CARE. CARE MAY INCLUDE, BUT IS NOT LIMITED TO NOURISHMENT, MOBILITY ASSISTANCE, CLEANLINESS, BANDAGING, ASSISTANCE WITH PERSONAL CARE AND SUPPORTIVE COMPANIONSHIP IN MODERN, COMFORTABLE ROOMS. ARDEN WOOD OFFERS CS NURSING ASSISTANCE VIA INPATIENT CARE, OUTPATIENT SERVICES, AND THROUGH AN ACTIVE VISITING CS NURSE SERVICE WHICH PROVIDES CARE TO PATIENTS IN THEIR HOMES THROUGHOUT NORTHERN CALIFORNIA. 929254 467190 SHELTERED CARE PROGRAM: ARDEN WOOD'S SHELTERED CARE PROGRAM PROVIDES LIGHT ASSISTANCE IN A SUPPORTIVE ENVIRONMENT FOR GUESTS WHO RELY SOLELY ON CHRISTIAN SCIENCE FOR HEALING. SHELTERED CARE INCLUDES LIGHT ASSISTANCE WITH PERSONAL CARE, BATHING AND MOBILITY, GENTLE REMINDERS AND GUIDANCE AS WELL AS HELP FOR INDIVIDUALS WITH VISION CHALLENGES. SKILLED CHRISTIAN SCIENCE NURSES PROVIDE 24-HOUR CARE AND OVERSIGHT. 926845 748295 INDEPENDENT RESIDENTIAL LIVING PROGRAM: ARDEN WOOD OFFERS A HOME TO SEASONED CHRISTIAN SCIENTISTS. INDEPENDENCE AND INDIVIDUALITY ARE RESPECTED IN AN ENVIRONMENT CONDUCIVE TO INSPIRATION AND HEALING. RESIDENTS ENJOY THE BENEFITS OF A CARING, PROFESSIONAL STAFF, AND LIVE IN LOVELY STUDIO APARTMENTS OR TWO-ROOM SUITES ON QUIET WOODED GROUNDS IN A MAJOR METROPOLITAN AREA WITH NEARBY AMENITIES AND PUBLIC TRANSPORTATION. A DYNAMIC ACTIVITIES PROGRAM BRINGS ADVENTURE AND A NATURAL BALANCE INTO THE DAILY EXPERIENCE OF OUR RESIDENTS. 691356 3460 CHRISTIAN SCIENCE NURSE TRAINING PROGRAM: SINCE OUR FOUNDING IN 1930, ARDEN WOOD HAS ACTIVELY TRAINED CHRISTIAN SCIENCE NURSES FOR OUR FACILITY AS WELL AS OTHER CHRISTIAN SCIENCE FACILITIES AND FOR THOSE SERVING AS PRIVATE DUTY CS NURSES. ARDEN WOOD INSTRUCTS ITS TRAINEES IN THE CHRISTIAN SCIENCE NURSING ARTS-AN ENTENSIVE, THREE-YEAR, FOUR-PART COURSE CURRICULUM OF THE HIGHEST QUALITY-IN PARTNERSHIP WITH THE CHESTNUT HILL BENEVOLENT ASSOCIATION WHICH INCLUDES THOROUGH CLASSROOM INSTRUCTION (ONE COURSE TAUGHT AT ARDEN WOOD) AND ON-THE-JOB MENTORING. ON BOTH CAMPUSES TRAINING PROVIDES IN-DEPTH STUDY OF THE PRINCIPLES, ETHICS AND PRACTICAL SKILLS NESCESSARY TO ENSURE EXCELLENT PROFESSIONAL CHRISTIAN SCIENCE NURSING CARE. TRAINEES ARE SALARIED AND RECEIVE FULL EMPLOYMENT BENEFITS. 259174 24110 REST & STUDY 183236 MEDICARE SETTLEMENTS 950530 210806 5547267 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 25 0 1 79 1 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 1 1 1 0 CA FL HI KS MN MS NH NC RI SC TN UT VA WV WI X X NANCY SEDAN 4153792343 445 WAWONA STREET SAN FRANCISCO CA 94116 JOHN W MITCHELL EXECUTIVE DIRECTOR/CEO 65.00 X 208923 0 13065 NANCY F SEDAN DIRECTOR OF FINANCE 45.00 X 121223 0 9445 AMY SPARKMAN DIR. OF DEVELOPMENT & PLANNING 70.00 X 120094 0 9324 FRANKLIN HARRIS DIRECTOR OF HR/OPERATIONS 65.00 X 115815 0 9278 LESLEAH DE FRISCO DIR. OF CHRISTIAN SCIENCE NURSING 55.00 X 110196 0 8942 PATRICK BARRETT PRESIDENT 10.00 X X 0 0 0 NANCY GUNNISON VICE PRESIDENT 3.00 X X 0 0 0 BARBARA B TONE SECRETARY 3.00 X X 0 0 0 KATHERINE AGNEW TREASURER 3.00 X X 0 0 0 JOHN W OSTLER TRUSTEE 3.00 X 0 0 0 676251 0 50054 5 0 1 0 EPICUREAN GROUP 111 MAIN STREET SUITE 3 LOS ALTOS CA 94022 FOOD SERVICES 1095476 WORTHINGTON DESIGN 2 BAYSIDE VILLAGE PL SAN FRANCISCO CA 94107 G.C. FOR RENOVATION OF STAFF HOUSING 276729 PETER MATTAIR CONSULTING 2501 WEST ZIA ROAD 9-206 SANTA FE NM 87505 CONSULTANT 118538 3 1125297 4538392 695313 5663689 CS NURSING 623000 2010696 2010696 INDEPENDENT LIVING 531110 748295 748295 SHELTERED CARE 623000 467190 467190 MEDICARE SETTLEMENTS 900099 183236 183236 REST AND STUDY 900099 24110 24110 3460 3460 3436987 175737 175737 189197 72000 117197 117197 117197 3131208 2975457 155751 155751 155751 FOOD SERVICES 900099 37072 37072 37072 9586433 3436987 0 485757 9380 9380 354339 242803 111536 3033487 2350720 484397 198370 105819 66501 33153 6165 256131 176167 70707 9257 249988 180700 48555 20733 16472 16472 67825 67825 84860 84860 893578 20532 873046 161025 3090 157935 233200 77277 149288 6635 1253844 1001483 252361 32026 19291 12735 650536 507386 143150 222890 139560 82403 927 FOOD SERVICES 1489829 956472 533357 TRAINING 71271 23221 47398 652 DUES AND SUBSCRIPTIONS 21701 15487 5298 916 BAD DEBT EXPENSE 13738 13738 9221939 5547267 3161546 513126 1421839 605942 2271085 4098996 362504 962929 408264 488928 61488 62451 100389 83293 32027828 22748974 9513092 9278854 11394500 9662676 0 1125297 25533161 26369366 810242 680345 65000 105839 87804 916081 833149 X 18837805 19605459 5779275 5930758 24617080 25536217 25533161 26369366 364494 554643 0 X X 0 1 X 1 0 X 5201157 9453243 5825557 3110655 5663689 29254301 5201157 9453243 5825557 3110655 5663689 29254301 10931903 18322398 33722 135426 259279 181854 175737 786018 37834 37072 74906 30115225 21575435 0.60840 0.56830 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 37,834. 2021 AMOUNT: $ 37,072. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8589502 2149 601366 629900 8563117 6690935 1806 1983960 87198 8589502 6908519 136775 -267196 87163 6690935 1664711 5159301 93340 8833 6908519 1434037 129233 121474 20033 1664711 0.73000 0.27000 0.00000 0 0 66500 66500 28828621 20321483 8507138 2907533 2286909 620624 225174 140582 84592 9278854 REFUNDABLE DEPOSITS & RELATED INTEREST 87804 87804 X 10128216 554643 554643 9573573 84860 -72000 12860 9586433 9209079 72000 72000 9137079 84860 84860 9221939 PART V, LINE 4: THE ORGANIZATION'S DONOR-RESTRICTED ENDOWMENTS ARE COMPRISED OF SEVEN INDIVIDUAL FUNDS. THE PURPOSES OF THESE ENDOWMENTS ARE TO PROVIDE INVESTMENT INCOME TO SUPPORT THE GENERAL OPERATIONS OF THE ORGANIZATION INCLUDING ITS VISITING CS NURSE SERVICE, TO SUPPORT FINANCIAL ASSISTANCE TO SELECTED PATIENTS AND GUESTS WHO REQUIRE SERVICES FROM THE ORGANIZATION BUT ARE UNABLE TO MEET THE FINANCIAL RESPONSIBILITY, TO SUPPORT THE EDUCATIONAL TRAINING OF NURSES IN THE FIELD OF CHRISTIAN SCIENCE NURSING, AND TO REFRESH CARPET, DRAPES & FURNISHINGS IN MAIN BUILDING. PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND FROM CALIFORNIA FRANCHISE TAXES UNDER SECTION 23701D OF THE REVENUE AND TAXATION CODE. IN ADDITION, THE ORGANIZATION QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A). HOWEVER, INCOME FROM ACTIVITIES NOT RELATED TO THE ORGANIZATION'S TAX-EXEMPT PURPOSE MAY BE SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. EACH YEAR, MANAGEMENT CONSIDERS WHETHER THE ORGANIZATION HAS ANY UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS, INCLUDING WHETHER THE ORGANIZATION HAS ENGAGED IN ANY ACTIVITIES THAT COULD AFFECT THE ORGANIZATION'S INCOME TAX STATUS OR RESULT IN TAXABLE INCOME. MANAGEMENT BELIEVES THAT ANY POSITIONS THE ORGANIZATION HAS TAKEN ARE SUPPORTED BY SUBSTANTIAL AUTHORITY AND WOULD MORE LIKELY THAN NOT BE SUSTAINED UPON EXAMINATION BY THE APPLICABLE TAXING AUTHORITY. MANAGEMENT HAS DETERMINED THAT THE ORGANIZATION DOES NOT HAVE ANY MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSE -72,000. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSE 72,000. 0 BENEVOLENCE 24 9380 BOOK REDUCTION OF PATIENT'S BILL FOR TIME CS NURSE SPENDS PROVIDING SPIRITUAL SUPPORT. X X X X 0 0 0 0 0 0 0 0 0 JOHN W MITCHELL EXECUTIVE DIRECTOR/CEO 208923 0 0 0 0 0 8655 0 4410 0 221988 0 0 0 X 8 75313 FMV X 1 620000 FMV 0 0 0 PART I, COLUMN (B): NUMBER OF CONTRIBUTIONS FORM 990, PART VI, SECTION A, LINE 8B ALL MEETING OF THE BOARD OF TRUSTEES ARE DOCUMENTED CONTEMPORANEOUSLY. HOWEVER DUE TO THE SMALL SIZE OF OUR BOARD, THERE WERE NO COMMITTEES OR SUBCOMMITTEE APPOINTED DURING THE YEAR. THUS NO NOTES WERE TAKEN OTHER THAN AT THE GOVERNING BODY MEETINGS. FORM 990, PART VI, SECTION B, LINE 11B THE DIRECTOR OF FINANCE REVIEWS THE FORM 990, ALL RELATED SCHEDULES AND ATTACHMENTS AND PROVIDES COPIES OF THE RETURN TO EACH TRUSTEE AND THE EXECUTIVE DIRECTOR PRIOR TO IT BEING FILED WITH THE RESPECTIVE TAXING AUTHORITY. FORM 990, PART VI, SECTION B, LINE 12C ALL EMPLOYEES MUST DISCLOSE TO THE ORGANIZATION CONFLICTS OF INTEREST. THE BOARD AUTHORIZES AND OVERSEES AN ANNUAL REVIEW OF THE ADMINISTRATION OF THE CONFLICT OF INTEREST POLICY. IF POTENTIAL CONFLICTS ARISE, IT IS THE RESPONSIBILITY OF THE EXECUTIVE DIRECTOR/CEO OR THE BOARD TO ADDRESS THE POTENTIAL CONFLICT OF INTEREST DEPENDING ON THE PERSON (EMPLOYEE OR DIRECTOR) INVOLVED. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION PROCESS FOR EXECUTIVE DIRECTOR/CEO: ANNUALLY, THE EXECUTIVE DIRECTOR/CEO PROVIDES A WRITTEN SUMMARY OF THE ACTIVITIES AND ACCOMPLISHMENTS DURING THE YEAR, WITH HIS COMMENTS ON THE PROGRESS OF THE ORGANIZATION THAT IS GIVEN TO THE BOARD OF TRUSTEES WHO MEETS IN EXECUTIVE SESSION TO DISCUSS THE CEO'S PERFORMANCE. THE BOARD ALSO REQUESTS INPUT FROM HIS DIRECT REPORTS. THE BOARD MEETS WITH THE EXECUTIVE DIRECTOR/CEO TO GIVE HIM FEEDBACK AND SET HIS SALARY USING DATA OBTAINED FROM THE "NORTHERN CALIFORNIA NON PROFIT SALARY SURVEY" FOR THE EXECUTIVE DIRECTOR POSITION. GENERALLY, THE ORGANIZATION ENGAGES AN INDEPENDENT CONSULTANT EVERY 3 OR 4 YEARS TO PERFORM A COMPARATIVE SURVEY OF EMPLOYEE SALARIES. COMPENSATION PROCESS FOR OTHER OFFICERS OR KEY EMPLOYEES: FOR EACH KEY EMPLOYEE, THERE IS AN ANNUAL FORMAL WRITTEN REVIEW CONSISTING OF A SELF-ASSESSMENT BY THE EMPLOYEE WHICH IS REVIEWED AND ADDED TO BY THE EXECUTIVE DIRECTOR/CEO AND THE KEY EMPLOYEE. GENERALLY, THE ORGANIZATION ENGAGES AN INDEPENDENT CONSULTANT EVERY 3 OR 4 YEARS TO PERFORM A COMPARATIVE SURVEY OF EMPLOYEE SALARIES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE ORGANIZATION'S FORM 990 IS ALSO AVAILABLE ON THE GUIDESTAR WEBSITE. FORM 990, PART XII, LINE 2C THE ORGANIZATION DID NOT CHANGE ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR.