2023-05-17T16:35:13-05:00 2022-06-30 390859910 BAKER TILLY US LLP 18500 VON KARMAN AVE 10TH FLOOR IRVINE CA 92612 990 2021-07-01 942940176 BAYWOOD COURT BAYW 5107332102 21966 DOLORES STREET CASTRO VALLEY CA 94546 MATT NEAL CEO 5107332102 2023-05-15 1 MATT NEAL 999009999 BRIAN YACKER P00401346 9492222999 2023-05-15 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z MATT NEAL 21966 DOLORES STREET CASTRO VALLEY CA 94546 29763682 0 X WWW.BAYWOODCOURT.ORG X 1984 CA OPERATION OF A SKILLED NURSING, AND INDEPENDENT AND ASSISTED LIVING FACILITY. 8 8 336 8 0 0 2338103 254212 20668742 21668739 -39264 801035 9671 6640 22977252 22730626 76355 164096 0 0 11802389 12072290 0 0 193708 8158109 8465385 20036853 20701771 2940399 2028855 45212426 45372277 17651029 21738873 27561397 23633404 BAYWOOD COURT IS COMMITTED TO SENIORS SO THAT THEY MAY LIVE IN HEALTH, HAPPINESS AND DIGNITY. 0 0 7598621 25080 9574459 SKILLED NURSING: THE 56 BED HEALTH CENTER PROVIDES SKILLED NURSING CARE TO BAYWOOD COURT RESIDENTS AND THE SURROUNDING CASTRO VALLEY COMMUNITY. 6969797 64354 8588468 INDEPENDENT LIVING:BAYWOOD COURT PROVIDES 174 SENIOR INDEPENDENT LIVING UNITS WITH A WIDE RANGE OF SOCIAL ACTIVITIES DESIGNED TO KEEP SENIORS ENGAGED. 2980580 74662 3505812 ASSISTED LIVING:BAYWOOD COURT HAS 49 ASSISTED LIVING UNITS THAT PROVIDE A GREATER LEVEL OF CARE FOR SENIORS THAT REQUIRE ADDITIONAL ASSISTANCE. 17548998 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 84 0 1 336 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X LISA RAY 5107332404 21966 DOLORES STREET CASTRO VALLEY CA 94546 BRUCE D JOHNSON CHAIR 1.00 X X 0 0 0 ELKE SOMMER VICE CHAIR 1.00 X X 0 0 0 BRUCE BARNES TREASURER 1.00 X X 0 0 0 DEV MAHADEVAN SECRETARY 1.00 X X 0 0 0 ROLAND WILLIAMS DIRECTOR 1.00 X 0 0 0 KATHY RATTO DIRECTOR 1.00 X 0 0 0 GEORGE BISCHALANEY DIRECTOR 1.00 X 0 0 0 MARK FRIEDMAN UNTIL 62022 DIRECTOR 1.00 X 0 0 0 MATT NEAL CEO 40.00 X 235352 0 27583 DIPA GUPTA ADMINISTRATOR 40.00 X 181282 0 15219 MELVIN MENDOZA MAINTENANCE DIRECTOR 40.00 X 134961 0 5508 JODY HOLDSWORTH MARKETING DIRECTOR 40.00 X 127581 0 11596 KULWINDER BHATIA NURSING DIRECTOR 40.00 X 172884 0 21743 LISA RAY CONTROLLER 40.00 X 145325 0 5311 NATHANIEL RUNAS DIRECTOR OF OPERATIONS 40.00 X 138597 0 9936 1135982 0 96896 8 0 1 0 RCP CONSTRUCTION 5180 GOLDEN FOOTHILL PARKWAY EL DORADO HILLS CA 95762 CONSTRUCTION 2161768 SELECT REHABILITATION PO BOX 71958 CHICAGO IL 60694 REHABILITATION 657307 FLOORING SOLUTIONS INC 330 WRIGHT BROTHERS AVE LIVERMORE CA 94551 CONSTRUCTION 268732 PHARMERICA PO BOX 409251 ATLANTA CA 30384 PHARMACY 217635 SOUTH BAY MARBLE 1050 MARTIN AVE SANTA CLARA CA 95050 CONSTRUCTION 113417 16 212405 41807 254212 SKILLED NURSING 623000 9574459 9574459 INDEPENDENT LIVING 623000 8588468 8588468 ASSISTED LIVING 623000 3505812 3505812 21668739 487283 487283 6000 0 6000 6000 6000 7321864 7006781 1331 315083 -1331 313752 313752 25584 24944 640 640 22730626 21668739 0 807675 164096 164096 497307 497307 8386591 7540781 845810 219887 186643 33244 2256883 1915675 341208 711622 604035 107587 27783 27783 65100 65100 141965 141965 684501 526308 158193 193708 193708 807355 550360 256995 339422 240665 98757 693492 648141 45351 403269 393804 9465 1579237 1542172 37065 269958 269958 FOOD SERVICES 1201211 1201211 ANCILLARY 1186641 1186641 REPAIRS & MAINTENANCE 399894 390509 9385 BED TAX 254498 254498 217351 203459 13892 20701771 17548998 2959065 193708 3250 3395 5663450 5722969 1307828 1149797 345768 524495 43628670 27684712 10776717 15943958 25266464 21962421 1848949 65242 45212426 45372277 2030239 3692952 14845408 17169924 775382 875997 17651029 21738873 X 25290669 23575048 2270728 58356 27561397 23633404 45212426 45372277 X 2028855 -3956848 -2000000 X X 0 1 X 1 0 X 254212 254212 21668739 21668739 21922951 21922951 0 0 0 21922951 493283 493283 493283 493283 640 640 22416874 22416874 0.97800 0.02200 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 26475 26475 26475 26475 26475 26475 26475 26475 26475 26475 0.00000 1.00000 0.00000 0 0 2952136 2952136 39359281 26762527 12596754 1317253 922185 395068 15943958 TENANT DEPOSITS 875997 875997 16636093 -3956848 -2139016 -6095864 22731957 -1331 -1331 22730626 20564086 2001331 2001331 18562755 2139016 2139016 20701771 PART V, LINE 4: PROVIDE GRANTS FOR RESIDENT HARDSHIP IN MEETING RENT OBLIGATIONS. RESIDENTS THAT HAVE LIVED AT BAYWOOD LONGER THAN SEVEN YEARS CAN APPLY AND, IF THEY MEET THE FINANCIAL CRITERIA THAT PROVES A HARDSHIP, A GRANT WILL BE CONSIDERED. PART XI, LINE 2D - OTHER ADJUSTMENTS: DISTRICT DISTRIBUTION -2,000,000. HOUSING DISCOUNT -139,016. PART XI, LINE 4B - OTHER ADJUSTMENTS: LOSS ON SALE OF ASSETS -1,331. PART XII, LINE 2D - OTHER ADJUSTMENTS: LOSS ON SALE OF ASSETS 1,331. DISTRICT DISTRIBUTION 2,000,000. PART XII, LINE 4B - OTHER ADJUSTMENTS: DISTRICT DISTRIBUTION 2,000,000. HOUSING DISCOUNT 139,016. 1 RENTAL ASSISTANCE/HOUSING DISCOUNT 4 164096 PART I, LINE 2: A RESIDENT APPLIES FOR FINANCIAL AID BY FILLING OUT THE AID FORM AND IDENTIFYING ASSETS AND INCOME. THE COMMITTEE CONSISTING OF A BOARD MEMBER AND THE CEO REVIEW THE ANONYMOUS AID FORM REQUESTS AND CALCULATES THE AMOUNT OF FINANCIAL AID THE RESIDENT QUALIFIES FOR. INDEPENDENT LIVING AND ASSISTED LIVING RESIDENTS THAT HAVE LIVED AT BAYWOOD COURT FOR 7 YEARS OR LONGER ARE ELIGIBLE TO APPLY. RESIDENTS MUST APPLY ANNUALLY FOR AID. THE AID IS SUBTRACTED MONTHLY FROM RENT OWED TO BAYWOOD. X X 0 0 0 0 0 1 0 0 0 MATT NEAL CEO 213617 0 21735 0 0 0 10257 0 17326 0 262935 0 0 0 DIPA GUPTA ADMINISTRATOR 167738 0 13544 0 0 0 7251 0 7968 0 196501 0 0 0 KULWINDER BHATIA NURSING DIRECTOR 163405 0 9479 0 0 0 5415 0 16328 0 194627 0 0 0 LISA RAY CONTROLLER 132184 0 13141 0 0 0 5202 0 109 0 150636 0 0 0 PART I, LINE 6 THE BONUS PLAN FOR THE CEO IS IN PART TIED TO NET EARNINGS. A CALIFORNIA MUNICIPAL FINANCE AUTHORITY 7625000 TO FINANCE MASTER PLAN PROJECTS 0 0 0 A 7625000 375335 0 0 0 0 A 0 0 0 0 0 0 0 0 0 FORM 990, PART VI, SECTION A, LINE 4 IN JUNE 2022, BAYWOOD COURT (BWC) AND EDEN HEALTH DISTRICT'S (EHD) BOARD OF DIRECTORS REACHED AN AGREEMENT TO REMOVE EHD AS A GENERAL MEMBER AND TRANSFER THE GOVERNANCE TO BAYWOOD COURT'S BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD RECEIVES THE DRAFT OF THE 990 VIA EMAIL AND HAS TIME TO RESPOND WITH QUESTIONS/CONCERNS. THEN THE 990 IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY COVERS POTENTIAL FINANCIAL OR FIDUCIARY CONFLICTS OF INTEREST CONFRONTING OFFICERS, INCLUDING BOARD MEMBERS, AND EMPLOYEES AND RELATIONSHIPS BETWEEN THE CORPORATION AND OTHER ENTITIES GIVING RISE TO POTENTIAL CONFLICTS. REPORTING ACTUAL OR POTENTIAL CONFLICTS IS TO BE MADE TO THE CORPORATION THROUGH MANAGEMENT OR THE BOARD OF DIRECTORS, AS APPROPRIATE. THE FULL BOARD OR A COMMITTEE EVALUATES BOARD LEVEL CONFLICT SITUATIONS AND SENIOR MANAGEMENT WOULD REVIEW ANY MANAGEMENT LEVEL CONFLICT SITUATIONS. CONFLICTS ARE HANDLED BY REMOVING THE CONFLICTED INDIVIDUAL FROM THE DECISION MAKING PROCESS OR BY NOT PROCEEDING WITH THE TRANSACTION GIVING RISE TO THE POTENTIAL CONFLICT. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD HAS REVIEWED THE GEOGRAPHIC COMPENSATION SURVEY FOR COMPARABLE SALARIES, DONE A REVIEW OF PERFORMANCE AND ADDRESSED THE BASIC COMPENSATION AND BONUS, BASED ON GOALS SET. THE COMPENSATION WAS LAST REVIEWED JUNE 2021. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC BY REQUEST OF THE CEO. FORM 990, PART XI, LINE 9: DISTRICT DISTRIBUTION -2,000,000. FORM 990, PART XII, LINE 2C: THE ORGANIZATION REMOVED THE DISTRICT AS A GENERAL MEMBER AS OF JUNE 24, 2022.