ELDER CARE ALLIANCE OF SAN MATEO: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ELDER CARE ALLIANCE OF SAN MATEO (EIN 94-0831870)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-15
- IRS object ID
- 202511359349306316
- Schema version
- 2023v6.0
- 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 | 2025-05-15T11:02:15-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10700 NORTHUP WAY SUITE 200 | AddressLine1Txt |
| City | BELLEVUE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 940831870 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELDER CARE ALLIANCE OF SAN MATEO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ELDE | BusinessNameControlTxt |
| Phone | 5107692700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 MARINA VILLAGE PARKWAY 210 | AddressLine1Txt |
| City | ALAMEDA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94501 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL CONNELL | PersonNm |
| Person Title | CFO AND TREASURER | PersonTitleTxt |
| Phone | 5107692700 | PhoneNum |
| Signature | 2025-05-13 | 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 | KURT BENNION CPA | PreparerPersonNm |
| PTIN | P01469618 | PTIN |
| Phone | 4252506100 | PhoneNum |
| Preparation | 2025-05-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE VILLA AT SAN MATEO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ADRIENE IVERSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 MARINA VILLAGE PARKWAY 210 | AddressLine1Txt |
| City | ALAMEDA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,678,527 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ELDERCAREALLIANCE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1924 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | SERVES AND ENRICHES THE LIVES OF OLDER ADULTS BY PROVIDING HOUSING AND SERVICES AT ITS APARTMENT BUILDING FOR AGES 55 AND OLDER. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 8 | TotalEmployeeCnt |
| Total Volunteers | 12 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,013 | PYContributionsGrantsAmt |
| CY Contributions Grants | $120,807 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $4,344,513 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $4,378,347 | CYProgramServiceRevenueAmt |
| PY Investment Income | $0 | PYInvestmentIncomeAmt |
| CY Investment Income | $0 | CYInvestmentIncomeAmt |
| PY Other Revenue | $320,258 | PYOtherRevenueAmt |
| CY Other Revenue | $179,373 | CYOtherRevenueAmt |
| PY Total Revenue | $4,665,784 | PYTotalRevenueAmt |
| CY Total Revenue | $4,678,527 | 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 | $447,454 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $523,376 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,723,096 | PYOtherExpensesAmt |
| CY Other Expenses | $4,054,208 | CYOtherExpensesAmt |
| PY Total Expenses | $4,170,550 | PYTotalExpensesAmt |
| CY Total Expenses | $4,577,584 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $495,234 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $100,943 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $48,791,090 | TotalAssetsBOYAmt |
| Total Assets EOY | $48,398,003 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $28,760,940 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $28,268,845 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $20,030,150 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $20,129,158 | NetAssetsOrFundBalancesEOYAmt |
| Mission | A NONPROFIT ORGANIZATION COMMITTED TO SERVING AND ENRICHING THE PHYSICAL, EMOTIONAL, AND SPIRITUAL WELL-BEING OF OLDER ADULTS THROUGH PROFESSIONAL, FAITH-CENTERED, AGE-RESTRICTED APARTMENTS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,917,318 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $4,378,347 | RevenueAmt |
| Desc | THE VILLA AT SAN MATEO PROVIDES HOUSING AND SERVICES FOR UP TO 135 OLDER ADULT RESIDENTS AGE 55 AND OLDER. THIS YEAR, VSM PROVIDED HOUSING FOR 128.9 RESIDENTS EACH MONTH ON AVERAGE, INCLUDING SECOND PERSONS IN EACH APARTMENT, FOR AN ANNUAL TOTAL OF 47,031 RESIDENT DAYS. THERE ARE ACTIVITIES PROVIDED FOR INDEPENDENT LIVING RESIDENTS, INCLUDING SOME THAT REFLECT THE FAITH-CENTERED MISSION. | Desc |
| Total Program Service Expenses | $2,917,318 | 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 | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | 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 | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | 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 | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 7 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 8 | 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 | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | 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 | Yes (1) | 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 | MICHAEL CONNELL | PersonNm |
| Phone | 4255596301 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1980 112TH AVENUE SUITE 210 | AddressLine1Txt |
| City | BELLEVUE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 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 |
|---|---|---|---|---|---|---|---|
| TORSTEN HIRCHE | |||||||
| PRESIDENT (AS OF 1/1/24) | 1.00 | 39.00 | Yes (X) | Yes (X) | $0 | $1,155,028 | $29,551 |
| MICHAEL CONNELL | |||||||
| TREASURER & CFO (AS OF MAY 2024) | 1.00 | 39.00 | Yes (X) | $0 | $645,813 | $37,634 | |
| ADRIENE IVERSON | |||||||
| CEO | 1.00 | 39.00 | Yes (X) | $0 | $429,431 | $9,647 | |
| MICHELLE LUKE | |||||||
| SECRETARY (AS OF 1/1/24) | 1.00 | 39.00 | Yes (X) | $0 | $99,416 | $9,384 | |
| BING ISENBERG | |||||||
| INTERIM CFO (THROUGH MAY 2024) | 1.00 | 39.00 | Yes (X) | $0 | $0 | $0 | |
| JOY MOORE | |||||||
| CHAIR & DIRECTOR | 1.00 | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JESSE BOND | |||||||
| CHAIR (AS OF 1/1/24) | 0.10 | 2.20 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| GERALDINE MCGRATH | |||||||
| VICE CHAIR (THROUGH 12/31/23) | 1.00 | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| GREG RUSSELL | |||||||
| VICE CHAIR (AS OF 1/1/24) | 0.10 | 2.20 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JACKIE EJUWA | |||||||
| SECRETARY (THROUGH 12/31/23) | 1.00 | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MARY WAGNER | |||||||
| IMMEDIATE PAST CHAIR (AS OF 1/1/24) | 0.10 | 2.20 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BARB BENNETT | |||||||
| DIRECTOR (AS OF 1/1/24) | 0.10 | 2.20 | Yes (X) | $0 | $0 | $0 | |
| CATHY DANIGELIS | |||||||
| DIRECTOR (AS OF 1/1/24) | 0.10 | 2.20 | Yes (X) | $0 | $0 | $0 | |
| KATHI LENTZSCH | |||||||
| DIRECTOR (AS OF 1/1/24) | 0.10 | 2.20 | Yes (X) | $0 | $0 | $0 | |
| SCOTT LUMSDEN | |||||||
| DIRECTOR (AS OF 1/1/24) | 0.10 | 2.20 | Yes (X) | $0 | $0 | $0 | |
| JIM MELHORN | |||||||
| DIRECTOR (AS OF 1/1/24) | 0.10 | 2.20 | Yes (X) | $0 | $0 | $0 | |
| LISA NELSON | |||||||
| DIRECTOR (AS OF 1/1/24) | 0.10 | 2.20 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $2,329,688 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $86,216 | 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 (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| STATE ROOFING SYSTEMS INC | |||||
| 15444 HESPERIAN BLVD | SAN LEANDRO | CA | 94578 | CONSTRUCTION/ROOFING | $366,962 |
| ELDER CARE ALLIANCE | |||||
| 1301 MARINA VILLAGE PARKWAY SUITE | ALAMEDA | CA | 94501 | MANAGEMENT SERVICES | $114,129 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $120,807 | GovernmentGrantsAmt |
| Total Contributions | $120,807 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| RESIDENT SERVICE REVEN | 623000 | $4,373,271 | $4,373,271 |
| OTHER PROGRAM REVENUE | 623000 | $5,076 | $5,076 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $4,378,347 | TotalProgramServiceRevenueAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $174,911 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $174,911 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $174,911 | TotalRevenueColumnAmt |
| Exclusion | $174,911 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $4,462 | TotalRevenueColumnAmt |
| Exclusion | $4,462 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $4,462 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,678,527 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,378,347 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $179,373 | ExclusionAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $437,501 | TotalAmt |
| Program Services | $437,501 | ProgramServicesAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,554 | TotalAmt |
| Program Services | $3,554 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,387 | TotalAmt |
| Program Services | $48,387 | ProgramServicesAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,934 | TotalAmt |
| Program Services | $33,934 | ProgramServicesAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $113,831 | TotalAmt |
| Management And General | $113,831 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,755 | TotalAmt |
| Management And General | $74,755 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,348 | TotalAmt |
| Management And General | $24,348 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,133 | TotalAmt |
| Program Services | $64,133 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,863 | TotalAmt |
| Program Services | $28,863 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $105,168 | TotalAmt |
| Program Services | $105,168 | ProgramServicesAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,790 | TotalAmt |
| Program Services | $76,790 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $975,354 | TotalAmt |
| Program Services | $975,354 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $184 | TotalAmt |
| Program Services | $184 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,352,158 | TotalAmt |
| Management And General | $1,352,158 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $847,887 | TotalAmt |
| Program Services | $847,887 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $172,644 | TotalAmt |
| Program Services | $172,644 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| OTHER EXPENSES | $108,647 | $29,157 | $79,490 |
| ECA EXPENSE ALLOCATION | $64,292 | $48,608 | $15,684 |
| LIFE ENRICHMENT | $27,475 | $27,475 | |
| SUPPLIES | $11,737 | $11,737 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,942 | TotalAmt |
| Program Services | $5,942 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,577,584 | TotalAmt |
| Program Services | $2,917,318 | ProgramServicesAmt |
| Management And General | $1,660,266 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,473,446 | BOYAmt |
| EOY | $1,683,717 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $118,412 | BOYAmt |
| EOY | $69,070 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,056 | BOYAmt |
| EOY | $148,606 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,462 | BOYAmt |
| EOY | $61,071 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $51,446,034 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,112,228 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,915,084 | BOYAmt |
| EOY | $46,333,806 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $208,630 | BOYAmt |
| EOY | $101,733 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,791,090 | BOYAmt |
| EOY | $48,398,003 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $659,678 | BOYAmt |
| EOY | $298,815 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,091,785 | BOYAmt |
| EOY | $27,942,849 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,477 | BOYAmt |
| EOY | $27,181 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,760,940 | BOYAmt |
| EOY | $28,268,845 | 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 | $20,030,150 | BOYAmt |
| EOY | $20,129,158 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,030,150 | BOYAmt |
| EOY | $20,129,158 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,791,090 | BOYAmt |
| EOY | $48,398,003 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $100,943 | ReconcilationRevenueExpnssAmt |
| Prior Period Adjustments | -$1,935 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
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 Minus1 Year | $1,013 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $120,807 | CurrentTaxYearAmt |
| Total | $121,820 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,448,881 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,530,494 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,243,235 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,344,513 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,378,347 | CurrentTaxYearAmt |
| Total | $21,945,470 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,448,881 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,530,494 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,243,235 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,345,526 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,499,154 | CurrentTaxYearAmt |
| Total | $22,067,290 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $287,212 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $256,613 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $290,281 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $260,256 | CurrentTaxYearMinus1YearAmt |
| Total | $1,094,362 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $287,212 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $256,613 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $290,281 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $260,256 | CurrentTaxYearMinus1YearAmt |
| Total | $1,094,362 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $20,972,928 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $187,249 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $120,854 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $184,049 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $335,738 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $174,911 | CurrentTaxYearAmt |
| Total | $1,002,801 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $187,249 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $120,854 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $184,049 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $335,738 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $174,911 | CurrentTaxYearAmt |
| Total | $1,002,801 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $4,462 | CurrentTaxYearAmt |
| Total | $4,462 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,636,130 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,651,348 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,427,284 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,681,264 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,678,527 | CurrentTaxYearAmt |
| Total | $23,074,553 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.90890 | PublicSupportCY509Pct |
| Public Support PY509 | 0.89410 | PublicSupportPY509Pct |
| Investment Income CY | 0.04350 | InvestmentIncomeCYPct |
| Investment Income PY | 0.04620 | 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 | MISCELLANEOUS INCOME | ExplanationTxt |
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 | $26,898,300 | OtherCostOrOtherBasisAmt |
| Book Value | $26,898,300 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $22,875,661 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,370,467 | DepreciationAmt |
| Book Value | $18,505,194 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,889 | OtherCostOrOtherBasisAmt |
| Depreciation | $148 | DepreciationAmt |
| Book Value | $1,741 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $406,929 | OtherCostOrOtherBasisAmt |
| Depreciation | $206,091 | DepreciationAmt |
| Book Value | $200,838 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,263,255 | OtherCostOrOtherBasisAmt |
| Depreciation | $535,522 | DepreciationAmt |
| Book Value | $727,733 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $46,333,806 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO RELATED PARTIES | Desc |
| Amt | $27,181 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $27,181 | TotalLiabilityAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TORSTEN HIRCHE | ||||||||||||||
| PRESIDENT (AS OF 1/1/24) | $0 | $774,419 | $0 | $380,609 | $0 | $0 | $0 | $13,200 | $0 | $16,351 | $0 | $1,184,579 | $0 | $0 |
| MICHAEL CONNELL | ||||||||||||||
| TREASURER & CFO (AS OF MAY 2024) | $0 | $464,383 | $0 | $181,430 | $0 | $0 | $0 | $16,884 | $0 | $20,750 | $0 | $683,447 | $0 | $0 |
| ADRIENE IVERSON | ||||||||||||||
| CEO | $0 | $396,241 | $0 | $31,900 | $0 | $1,290 | $0 | $0 | $0 | $9,647 | $0 | $439,078 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | THE MANAGEMENT COMPANY AND RELATED ORGANIZATION, ELDER CARE ALLIANCE (ECA), USES THE FOLLOWING METHODS TO ESTABLISH THE COMPENSATION OF THE TOP MANAGEMENT OFFICIAL: COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | THE VILLA AT SAN MATEO HAS A MANAGEMENT CONTRACT WITH ELDER CARE ALLIANCE, A NON-PROFIT PUBLIC BENEFIT CORPORATION THAT IS THE SOLE CORPORATE MEMBER OF THE VILLA AT SAN MATEO, TO PROVIDE MANAGEMENT SERVICES INCLUDING, BUT NOT LIMITED TO, MARKETING, HUMAN RESOURCES, ACCOUNTING, INFORMATION TECHNOLOGY SERVICES, RISK MANAGEMENT AND INSURANCE. ELDER CARE ALLIANCE HIRED BING ISENBERG AS INTERIM CFO THROUGH KORN FERRY, A CONSULTING FIRM. AS ELDER CARE ALLIANCE'S INTERIM CFO, BING REPORTED TO THE CEO AND BOARD OF DIRECTORS AND HER RESPONSIBILITIES INCLUDED: OVERSEEING ALL FINANCIAL AND ACCOUNTING FUNCTIONS INCLUDING FINANCIAL CLOSE, FINANCIAL PLANNING & ANALYSIS, CASH MANAGEMENT, FINANCING, TAX AND REGULATORY FINANCIAL COMPLIANCE, PAYROLL AND ACCOUNTS PAYABLE; LEADING THE INFORMATION TECHNOLOGY FUNCTION, RESPONSIBLE FOR STRATEGY AND DELIVERY, INCLUDING INFRASTRUCTURE AND APPLICATION SUPPORT OPERATIONS; AND MANAGING INSURANCE STRATEGY AND BROKER PARTNERS. THE PROFESSIONAL SERVICES EXPENSE TO KORN FERRY WAS PAID BY ELDER CARE ALLIANCE DIRECTLY. THE TOTAL AMOUNT PAID TO KORN FERRY FOR CFO SERVICES WAS $475,773. THE ORGANIZATION WAS UNABLE TO OBTAIN ADDITIONAL INFORMATION REGARDING FUNDS PROVIDED DIRECTLY TO BING. BING LEFT THE ORGANIZATION IN MAY 2024. |
| FORM 990, PART VI, SECTION A, LINE 4 | THE BYLAWS WERE AMENDED IN JANUARY 2024 TO (A) UPDATE THE MEMBER'S VOTING RIGHTS, (B) CHANGE THE ALLOWABLE NUMBER OF DIRECTORS FROM 3-7 INDIVIDUALS TO 5-11 INDIVIDUALS, AND (C) INCLUDE THE PRESIDENT OF THE ORGANIZATION AS AN EX OFFICIO VOTING MEMBER OF THE BOARD. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE ORGANIZATION'S SOLE CORPORATE MEMBER IS ELDER CARE ALLIANCE. |
| FORM 990, PART VI, SECTION A, LINE 7A | THROUGH 12/31/23, ALL DIRECTORS WERE APPOINTED BY THE BOARD OF DIRECTORS OF ELDER CARE ALLIANCE, EXCEPT FOR THE EX-OFFICIO DIRECTOR AND THE INITIAL DIRECTORS APPOINTED BY THE INCORPORATOR. THE PRESIDENT/CHIEF EXECUTIVE OFFICER (OR ACTING PRESIDENT/CHIEF EXECUTIVE OFFICER) OF ELDER CARE ALLIANCE SERVED ON THE BOARD AS AN EX-OFFICIO DIRECTOR WITH FULL VOTING RIGHTS FOR AS LONG AS HE OR SHE HELD THE OFFICE OF PRESIDENT/CHIEF EXECUTIVE OFFICER OF ELDER CARE ALLIANCE. AS OF 1/1/24, AFTER THE AFFILIATION WITH TRANSFORMING AGE, IF NOT ALREADY SERVING ON THE BOARD OF DIRECTORS, THE CHAIR AND THE VICE-CHAIR OF TRANSFORMING AGE'S BOARD OF DIRECTORS ARE EX-OFFICIO VOTING MEMBERS OF THE BOARD OF DIRECTORS. TRANSFORMING AGE'S SECRETARY AND TREASURER ARE ALSO THE SECRETARY AND TREASURER, RESPECTIVELY, OF THIS ORGANIZATION. TRANSFORMING AGE HAS THE POWER TO REMOVE AND REPLACE ANY MEMBERS OF THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION A, LINE 7B | THROUGH 12/31/23, THE FOLLOWING ACTIONS OF ELDER CARE ALLIANCE OF SAN MATEO (THE CORPORATION) COULD NOT BE IMPLEMENTED WITHOUT THE APPROVAL OF THE CORPORATE MEMBER: (A) ADOPTION OR AMENDMENT OF THE ORGANIZATION'S PHILOSOPHY AND MISSION; (B) APPROVAL OF THE ORGANIZATION'S STRATEGIC AND LONG RANGE PLANS; (C) REORGANIZATION, MERGER, CONSOLIDATION OR CHANGE OF CONTROL; (D) ANY CHANGE IN THE ARTICLES OF INCORPORATION OR BYLAWS; (E) ADOPTION OF AND ANY CHANGE IN THE MISSION STATEMENT OR VALUES STATEMENT; (F) ADOPTION OF AND ANY CHANGE IN CHARITABLE CARE POLICIES; (G) SALE OR DISPOSITION OF ALL OR SUBSTANTIALLY ALL OF THE ORGANIZATION'S ASSETS; (H) DISSOLUTION; (I) ADOPTION OR APPROVAL OF OPERATING AND CAPITAL BUDGETS AND ANY CAPITAL EXPENDITURES OR BORROWINGS IN EXCESS OF LIMITS ESTABLISHED BY ELDER CARE ALLIANCE POLICY; (J) CREATION OF A NEW CORPORATION, OR PARTICIPATION IN JOINT VENTURE REQUIRING CAPITAL COMMITMENTS IN EXCESS OF LIMITS ESTABLISHED BY ELDER CARE ALLIANCE POLICY; OR (K) ANY UNBUDGETED ACQUISITION OF ASSETS WITH A PURCHASE PRICE IN EXCESS OF LIMITS ESTABLISHED BY ELDER CARE ALLIANCE POLICY. AS OF 1/1/24, AFTER THE TRANSFORMING AGE AFFILIATION, TRANSFORMING AGE HAS THE RIGHT TO (A) AMEND THE ARTICLES OF INCORPORATION AND BYLAWS; (B) ADOPT A PLAN OF MERGER OR CONSOLIDATION; (C) AUTHORIZE THE SALE, LEASE OR EXCHANGE OF SUBSTANTIALLY ALL OF THE ORGANIZATION'S ASSETS IF NOT IN THE ORDINARY COURSE OF BUSINESS; (D) AUTHORIZE THE ORGANIZATION'S VOLUNTARY DISSOLUTION OR REVOKE THE PROCEEDINGS THEREOF; (E) CONVERT THE ORGANIZATION INTO A FOR-PROFIT CORPORATION; AND (F) ADOPT A PLAN FOR THE DISTRIBUTION OF THE ORGANIZATION'S ASSETS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 WAS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY THE ACCOUNTING DEPARTMENT OF THE ORGANIZATION. THE DRAFT FORM 990 WAS REVIEWED BY THE CONTROLLER AND CFO. IT WAS THEN PROVIDED TO THE BOARD FOR REVIEW BEFORE FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THROUGH 12/31/23, ANNUALLY, THE SECRETARY OF ELDER CARE ALLIANCE CAUSED TO BE PREPARED UPDATED CONFLICT OF INTEREST DISCLOSURE FORMS FROM THE BOARD OF DIRECTORS, OFFICERS, KEY EMPLOYEES, AND MEMBERS OF COMMITTEES WITH BOARD-DELEGATED AUTHORITY. THE SECRETARY PREPARED A TABLE SUMMARIZING THE DISCLOSURES MADE AND PRESENTED THE TABLE TO THE BOARD OF DIRECTORS FOR THEIR INFORMATION. IF AN APPARENT CONFLICT OF INTEREST WAS IDENTIFIED, THE MATTER WAS REFERRED TO A COMMITTEE OF THE BOARD FOR REVIEW AND ACTION SUCH AS REQUIRING AN INTERESTED DIRECTOR TO RECUSE HIMSELF OR HERSELF FROM A VOTE ON THE MATTER OR TERMINATING A BUSINESS RELATIONSHIP ENTERED INTO IN VIOLATION OF THE POLICY. AS OF THE AFFILIATION WITH TRANSFORMING AGE ON 1/1/2024, THE CONFLICT OF INTEREST POLICY APPLIES TO ALL MEMBERS OF THE BOARD OF DIRECTORS AND EMPLOYEES. ANNUALLY, THE CONFLICT OF INTEREST FORM IS DISTRIBUTED TO THE BOARD OF DIRECTORS AND OFFICERS. THE PRESIDENT & CEO REVIEWS THE COMPLETED FORMS AND IDENTIFIES IF ANY CONFLICTS EXIST. ANY ACTUAL OR PERCEIVED CONFLICT OF INTEREST OF ANY GOVERNING BOARD MEMBER OR OFFICER SHALL BE DISCLOSED TO THE OTHER MEMBERS OF THE BOARD OR HIGHEST LEVEL OF MANAGEMENT (PRESIDENT & CEO) AND MADE A MATTER OF RECORD AT THE SOONEST POSSIBLE TIME. ANY GOVERNING BOARD MEMBER HAVING A POSSIBLE CONFLICT OF INTEREST SHALL NOT VOTE OR USE PERSONAL INFLUENCE ON THE MATTER, AND SHALL NOT BE COUNTED IN DETERMINING THE QUORUM FOR THE MEETING, EVEN WHERE PERMITTED BY LAW. THE MINUTES OF THE MEETING SHALL REFLECT THAT DISCLOSURE WAS MADE, THE ABSTENTION FROM VOTING, AND THE QUORUM. |
| FORM 990, PART VI, SECTION B, LINE 15 | FORM 990, PART VI, SECTION B, LINES 15A AND 15B HAVE BOTH BEEN ANSWERED NO (AS MANDATED BY THE FORM 990 INSTRUCTIONS), AS THE CEO, OFFICERS, AND KEY EMPLOYEES OF THE ORGANIZATION ARE COMPENSATED BY A RELATED ORGANIZATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART VII, SECTION A: | THE OFFICERS THAT HAVE COMPENSATION PRESENTED IN FORM 990, PART VII, SECTION A OF THE FORM 990 PROVIDE EXECUTIVE MANAGEMENT SUPPORT AND OVERALL GUIDANCE TO TRANSFORMING AGE AND ITS RELATED AND SUPPORTED AFFILIATES. THE ENTIRE TRANSFORMING AGE SYSTEM SERVES APPROXIMATELY 14,000 PEOPLE IN SENIOR AND AFFORDABLE HOUSING AND COMMUNITY-BASED SERVICES, EMPLOYS 2,300 EMPLOYEES, GENERATES $266 MILLION IN TOTAL ANNUAL OPERATING REVENUE AND HAS $1.055 BILLION IN TOTAL ASSETS. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (19 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ELDER CARE ALLIANCE | |||||||||||
| 1301 MARINA VILLAGE PARKWAY SUITE 2 | ALAMEDA | CA | 94501 | 943260975 | MANAGEMENT | CA | 501(C)(3) | LINE 12B, II | TRANSFORMING AGE | 0 | |
| ELDER CARE ALLIANCE OF SAN RAFAEL | |||||||||||
| 1301 MARINA VILLAGE PARKWAY SUITE 2 | ALAMEDA | CA | 94501 | 760730971 | SENIOR LIVING | CA | 501(C)(3) | LINE 10 | ELDER CARE ALLIANCE | 0 | |
| ELDER CARE ALLIANCE OF SAN FRANCISCO | |||||||||||
| 1301 MARINA VILLAGE PARKWAY SUITE 2 | ALAMEDA | CA | 94501 | 943351615 | SENIOR LIVING | CA | 501(C)(3) | LINE 10 | ELDER CARE ALLIANCE | 0 | |
| ELDER CARE ALLIANCE OF CAMARILLO | |||||||||||
| 1301 MARINA VILLAGE PARKWAY SUITE 2 | ALAMEDA | CA | 94501 | 943351613 | SENIOR LIVING | CA | 501(C)(3) | LINE 10 | ELDER CARE ALLIANCE | 0 | |
| ELDER CARE ALLIANCE OF UNION CITY | |||||||||||
| 1301 MARINA VILLAGE PARKWAY SUITE 2 | ALAMEDA | CA | 94501 | 943377985 | SENIOR LIVING | CA | 501(C)(3) | LINE 10 | ELDER CARE ALLIANCE | 0 | |
| MERCY RETIREMENT AND CARE CENTER | |||||||||||
| 1301 MARINA VILLAGE PARKWAY SUITE 2 | ALAMEDA | CA | 94501 | 941156579 | SENIOR LIVING | CA | 501(C)(3) | LINE 10 | ELDER CARE ALLIANCE | 0 | |
| PRESBYTERIAN RETIREMENT COMMUNITIES NORTHWEST | |||||||||||
| 915 118TH AVENUE SE 110 | BELLEVUE | WA | 98005 | 910666887 | PROVIDE CARE FOR SENIORS | WA | 501(C)(3) | LINE 10 | TRANSFORMING AGE | 0 | |
| FRED LIND MANOR | |||||||||||
| 915 118TH AVENUE SE 110 | BELLEVUE | WA | 98005 | 910579225 | PROVIDE SENIOR SERVICES | WA | 501(C)(3) | LINE 10 | TRANSFORMING AGE | 0 | |
| VASHON ISLAND COMMUNITY CARE | |||||||||||
| 1980 112TH AVENUE SUITE 210 | BELLEVUE | WA | 98004 | 911703092 | SENIOR LIVING | WA | 501(C)(3) | LINE 10 | PRESBYTERIAN RETIREMENT COMMUNITIES NW | 0 | |
| FULL LIFE CARE | |||||||||||
| 1980 112TH AVENUE SUITE 210 | BELLEVUE | WA | 98004 | 911095588 | SERVICES FOR THE ELDERLY | WA | 501(C)(3) | LINE 7 | TRANSFORMING AGE | 0 | |
| CHRISTIAN RETIREMENT HOMES | |||||||||||
| 6315 O STREET | LINCOLN | NE | 68510 | 476041813 | SENIOR LIVING | NE | 501(C)(3) | LINE 10 | TRANSFORMING AGE | 0 | |
| EASTMONT TOWERS FOUNDATION | |||||||||||
| 6315 O STREET | LINCOLN | NE | 68510 | 911767080 | BENEFIT RESIDENTS AND EMPLOYEES OF CHRISTIAN RETIREMENT HOMES | NE | 501(C)(3) | LINE 10 | TRANSFORMING AGE | 0 | |
| GERMAN RETIREMENT HOME OF THE STATE OF WASHINGTON | |||||||||||
| 11853 97TH AVE NE | KIRKLAND | WA | 98034 | 910630507 | SENIOR LIVING | WA | 501(C)(3) | LINE 7 | TRANSFORMING AGE | 0 | |
| DOWNTOWN ACTION TO SAVE HOUSING | |||||||||||
| 11018 NE 11TH STREET | BELLEVUE | WA | 98004 | 943155152 | HOUSING | WA | 501(C)(3) | LINE 7 | TRANSFORMING AGE | 0 | |
| NORSE HOME | |||||||||||
| 5311 PHINNEY AVENUE N | SEATTLE | WA | 98103 | 910667588 | ASSISTED LIVING | WA | 501(C)(3) | LINE 10 | TRANSFORMING AGE | 0 | |
| SENIOR HOUSING ASSISTANCE GROUP | |||||||||||
| 14400 TUKWILA INTL BLVD SUITE 100 | TUKWILA | WA | 98168 | 943063455 | SENIOR LIVING | WA | 501(C)(3) | LINE 10 | TRANSFORMING AGE | 0 | |
| SHAG COMMUNITY LIFE FOUNDATION | |||||||||||
| 14400 TUKWILA INTL BLVD SUITE 100 | TUKWILA | WA | 98168 | 460779043 | AFFORDABLE SENIOR LIVING | WA | 501(C)(3) | LINE 10 | TRANSFORMING AGE | 0 | |
| TRANSFORMING AGE | |||||||||||
| 1980 112TH AVENUE SUITE 210 | BELLEVUE | WA | 98004 | 320672552 | MANAGEMENT SERVICES | WA | 501(C)(3) | LINE 12B, II | 0 | N/A | |
| PRESBYTERIAN RETIREMENT COMMUNITIES NORTHWEST FOUNDATION | |||||||||||
| 1980 112TH AVENUE SUITE 210 | BELLEVUE | WA | 98004 | 911586491 | FUNDRAISING | WA | 501(C)(3) | LINE 12A, I | TRANSFORMING AGE | 0 | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| TRANSFORMING AGE VENTURES INC | |||||||||
| 715 NINTH AVENUE SUITE 400 | SEATTLE | WA | 98104 | 471755666 | FOR-PROFIT VENTURES AND ACTIVITIES | WA | N/A | C | 0 |
| SENIOR HOUSING ASSISTANCE CORPORATION | |||||||||
| 1980 112TH AVENUE NE SUITE 210 | BELLEVUE | WA | 98004 | 911923742 | LOW-INCOME HOUSING | WA | N/A | C | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | 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 | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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