2023-06-14T11:40:48-07:00 2022-12-31 770460195 McGilloway Ray Brown & Kaufman 2511 Garden Road Suite A-180 Monterey CA 93940 990 2022-01-01 946050476 NORTHERN CA CONGREGATIONAL RET HOMES CARMEL VALLEY MANOR NORT 8316241281 8545 CARMEL VALLEY RD CARMEL CA 93923 Jay Zimmer President & CEO 2023-06-14 true Jay Zimmer 999009999 true Patricia M Kaufman CPA P00312047 8313733337 3 AAL1 IAL1 FAL1 2022 2023-04-26 12:10:37Z Jay Zimmer 8545 CARMEL VALLEY RD CARMEL CA 93923 30084301 false X WWW.CVMANOR.COM X 1963 CA To provide high quality life care for older adults in a safe, attractive, and congenial environment, where residents can live and enjoy an active and socially responsible role in the community. 12 12 177 12 0 1533160 1240762 17214236 19486925 1158542 500941 0 19905938 21228628 0 0 11865901 11961420 0 0 9393507 10045372 21259408 22006792 -1353470 -778164 63297249 96809897 41309609 78799419 21987640 18010478 The Carmel Valley Manor mission is to balance active and vibrant independent living with the security of a Life Plan Community by maintaining an adaptable and flexible organization that addresses the needs and interests of current and future residents through its facilities, programs and services. false false 17982949 19486925 Carmel Valley Manor is located in Carmel Valley, California. With 28 acres of hillside landscape and gardens, the organization provides senior retirement living with a lifecare option that includes a multi-dimensional and holistic approach to life. The Manors philosophy includes the dimensions of social, emotional, spiritual, environmental, intellectual and physical wellness. The facility consists of 146 independent living residences, 24 assisted living units and 36 medical center rooms. Residence, meals and most medical care and miscellaneous services were provided to approximately 220 residents in 2022. The Manor has over 150 skilled and well trained employees focused on creating a caring and supportive community helping seniors continue purposeful and dignified living. 17982949 true true false false false false false false false false true false false false true true false true false false false false false false false false false false false true false false false false false false false false false false false false false true false false false true 58 0 true 177 true false false false false false false false 0 false false false false false false false X 12 12 false false false false false false false true true false false true true true true true true true true false CA X X Ann Elise Emerson 8316241281 8545 CARMEL VALLEY ROAD CARMEL CA 93923 Jay Zimmer President & CEO 40.00 4.00 X 445503 0 34261 Christine Regan Health Services Director 40.00 0.00 184491 0 30055 Efren Amancio Registered Nurse 40.00 0.00 177459 0 28544 Gregory Hiltunen Culinary Services Director 40.00 0.00 120385 0 48069 Kelly Urquides Registered Nurse 40.00 0.00 121765 0 29816 Jesus Martinez Registered Nurse 40.00 0.00 130249 0 20863 Nellie Pena Registered Nurse 40.00 0.00 127413 0 22739 Rebecca Merrill Human Resources Director 40.00 0.00 130625 0 19068 Carlos Correa Environmental Services Director 40.00 0.00 122954 0 18907 Mercedes Abluton Physical Therapist 40.00 0.00 122648 0 4157 Mary Ziering Assisted Living Director 40.00 0.00 110900 0 15346 Isaiah Heath Director of Finance 40.00 0.00 105578 0 9088 Enrique Montero Finance Dir. 40.00 0.00 71324 0 4480 Ann-Elise Emerson CFO 40.00 0.00 X 46465 0 1230 Steven A Johnson Director 2.00 0.00 X 0 0 0 Noland Kennedy Director 2.00 0.00 X 0 0 0 James Gilbert Director 2.00 0.00 X 0 0 0 Gretchen Flesher Secretary 2.00 0.00 X X 0 0 0 Steve Merrill Director 2.00 0.00 X 0 0 0 RB Busch III Chair 2.00 0.00 X X 0 0 0 Marilynn Gustafson Director 2.00 0.00 X 0 0 0 Christopher Steinbruner Treasurer 2.00 0.00 X X 0 0 0 Susan Freeland Vice-Chair 2.00 0.00 X X 0 0 0 Mary Siersen Director 2.00 0.00 X 0 0 0 Robert Lindsey Director 2.00 0.00 X 0 0 0 Dan Limesand Director 2.00 0.00 X 0 0 0 2017759 286623 16 true true false Otto Construction 1717 2nd Street Sacramento CA 95811 Construction Services 1741054 Steve Milne Construction 49 Los Ositos Carmel Valley CA 93924 Construction Services 2077930 COREWORKS 13028 Collections Center Drive Chicago IL 60693 Housekeeping Services 1253390 Merlino Design Partnership Inc 2200 Renaissance Blvd Ste 300 Gulph Mills PA 19406 Interior Design Services 1013947 31 631584 609178 1240762 Application Fees 623000 10600 10600 Entrance Fees 623000 4770692 4770692 Medical Center Services 623000 1920947 1920947 Other Resident Services 623000 344259 344259 Resident Care Fees 623000 12440427 12440427 19486925 706222 706222 0 0 0 8650392 8855673 -205281 -205281 -205281 0 0 0 0 21228628 19486925 500941 0 0 0 0 527459 527459 0 8200202 7651488 548714 134729 134729 2460621 2339689 120932 638409 563914 74495 0 74698 74698 146153 146153 0 0 63674 63674 1700483 1443699 256784 117751 117751 9083 9083 61327 61327 0 1296097 1288916 7181 48316 25217 23099 0 41109 41109 421095 421095 0 2991336 2976540 14796 979935 979935 Resident Meals 973067 970401 2666 Repairs & maintenance 268721 268721 Supplies 256504 239410 17094 Bank and Merchant Fees 85927 85927 510096 214954 295142 22006792 17982949 4023843 0 1495534 473154 7243430 8206013 69700 0 71196 163472 0 0 275000 0 318558 389041 81701971 39930088 35881241 41771883 18217590 45531334 0 0 0 0 63297249 96809897 1376448 2321728 34640718 38954463 3276281 36512288 2016162 1010940 41309609 78799419 X 21522419 17654226 465221 356252 21987640 18010478 63297249 96809897 -778164 -3198998 X false true X true false X 760918 921066 2645396 1533160 1240770 7101310 15589277 16823949 17928487 17214236 19486925 87042874 0 0 0 16350195 17745015 20573883 18747396 20727695 94144184 417465 558264 524916 559728 631584 2691957 0 417465 558264 524916 559728 631584 2691957 91452227 855408 669744 555810 850328 706222 3637512 0 855408 669744 555810 850328 706222 3637512 0 0 17205603 18414759 21129693 19597724 21433917 97781696 0.93530 0.93410 0.03720 0.04380 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 403575 403575 63518024 36141417 27376607 8582040 8582040 3974511 2549575 1424936 5223821 1239096 3984725 41771883 Advances from Applicants 543178 Annuity Obligation 467762 1010940 X Part X : FIN48 Footnote The Manor believes that it has appropriate support for any tax positions taken, and therefore does not have any uncertain tax positions that are material to the financial statements for the years ended December 31, 2022. X true X X X false false false false false false false false false Christine Regan Health Services Director 184491 5251 24804 214546 Efren Amancio Registered Nurse 177459 6544 22000 206003 Enrique Montero Finance Dir. 71324 4480 75804 Gregory Hiltunen Culinary Services Director 120385 3660 44409 168454 Jay Zimmer President & CEO 445503 9684 24577 479764 Jesus Martinez Registered Nurse 130249 5457 15406 151112 Kelly Urquides Registered Nurse 121765 3642 26174 151581 Nellie Pena Registered Nurse 127413 22739 150152 Part I, Line 1a: Relevant information in regards to selections on 1a. Alliant Insurance Chair 232708 Insurance false Form 990, Part VI, Section B, Line 11b 990 is prepared by outside CPA. Finance Committee reviews the 990 and provides a complete draft to the Board of Directors for approval before filing. Form 990, Part VI, Section B, Line 12c Governance Committee distributes and reviews all conflict of interest annual forms and identifies any conflict at the annual meeting of the Board. Form 990, Part VI, Section B, Line 15a CEO is paid an annual salary with a bonus based on performance. Performance Review and salary recommendations discussed with Board in Executive Session. Form 990, Part VI, Section B, Line 15b CEO establishes compensation for Director of Finance and Key employees; approval is rendered through the annual budget process. Form 990, Part VI, Section C, Line 19 Copies are placed in the Resident's Library and copies will be sent or emailed to individuals or entities on request. Carmel Valley Manor Foundation 8545 Carmel Valley Rd Carmel CA 93923 822771192 Fundraising support to charitable activ. CA 501(c)(3) 509(a)(3) Carmel Valley Manor false false false true false false false false false false false false false false false false true false false false Carmel Valley Manor Foundation c 631584 cash transfer Carmel Valley Manor Foundation p 17873 cash transfer