2023-08-17T10:23:19-05:00 2022-09-30 390758449 WIPFLI LLP 170 N RADNOR-CHESTER RD SUITE 200 RADNOR PA 19087 990 2021-10-01 941636507 ST JOHNS RETIREMENT VILLAGE STJO 5306621290 135 WOODLAND AVENUE WOODLAND CA 95695 STAN LEVERS INTERIM CEO/BOARD PRESIDENT 5306621290 2023-08-17 1 STAN LEVERS 999009999 SOLOMON MARDAKHAEV P00096490 6105653930 2023-08-15 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z BILL SCHARBACH 135 WOODLAND AVENUE WOODLAND CA 95695 2133906 0 X WWW.SJRV.ORG X 1964 CA TO HONOR THE ORGANIZATION'S RESIDENTS' DIGNITY, INDEPENDENCE AND SPIRITUALITY BY PROVIDING THEM WITH A SAFE, SUPPORTIVE AND CARING ENVIRONMENT IN WHICH TO LIVE. THE ORGANIZATION'S MISSION IS TO PROVIDE HOUSING, HEALTH CARE, AND OTHER RELATED SERVICES TO RESIDENTS IN ITS MULTI-LEVEL ASSISTED LIVING FACILITIES. 7 7 131 7 0 0 34435 32502 5338287 2067342 270 87 33966 33975 5406958 2133906 0 0 0 0 3752757 1484137 0 0 0 2991251 2259562 6744008 3743699 -1337050 -1609793 5423553 3781438 3823023 3799994 1600530 -18556 X TO HONOR THE ORGANIZATION'S RESIDENTS' DIGNITY, INDEPENDENCE AND SPIRITUALITY BY PROVIDING THEM WITH A SAFE, SUPPORTIVE AND CARING ENVIRONMENT IN WHICH TO LIVE. THE ORGANIZATION'S MISSION IS TO PROVIDE HOUSING, HEALTH CARE, AND OTHER RELATED SERVICES TO RESIDENTS IN ITS MULTI-LEVEL ASSISTED LIVING FACILITIES. 0 0 2612930 0 2067342 MULTI-LEVEL ASSISTED LIVING FACILITIES. ASSISTED LIVING FOR ACTIVE RESIDENTS WITH MINIMAL CARE NEEDS IN COTTAGES AND APARTMENTS CALLED THE VILLAGE. ASSISTED LIVING FOR RESIDENTS WITH MODERATE CARE NEEDS IN THE PERSONAL CARE UNIT (PCU). HIGH LEVEL OF CARE FOR RESIDENTS IN NEED OF COGNITIVE AND MEMORY SUPPORT IN THE MANORS. RESPITE CARE IS AVAILABLE FOR A MINIMUM OF TWO WEEKS PRO-RATED AT THE MONTHLY RATE - APPROXIMATELY 31,000 RESIDENT/PATIENT DAYS. 2612930 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 10 0 131 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X THE ORGANIZATION 5306621290 135 WOODLAND AVENUE WOODLAND CA 95695 X MARILYN MITCHELL PRESIDENT 2.00 X X 0 0 0 SUZANNE ANDERSON VICE PRESIDENT 0.13 X X 0 0 0 JENEE RAWLINGS TREASURER 0.13 X X 0 0 0 ERIC DOWDY SECRETARY 0.13 X X 0 0 0 JANE MARTIN MEMBER 0.13 X 0 0 0 LISA SMITH-YOUNGS MEMBER 0.13 X 0 0 0 UTE TURNER MEMBER 0.13 X 0 0 0 BILL SCHARBACH EXECUTIVE DIRECTOR 40.00 X 0 0 0 0 0 0 0 0 0 0 MORRISON LIVING 400 NORTHRIDGE ATLANTA GA 30350 FOOD & SUPPLIES FOR KITCHEN 439411 PEER SERVICES INC PO BOX 1286 REEDLEY CA 93654 BUSINESS CONSULTING 289583 CF MORELAND CONSTRUCTION 1611 AMHERST WAY WOODLAND CA 95695 CONSTRUCTION 179036 STRATEGIC ACCOUNTING SOLUTIONS 2530 J STREET SACRAMENTO CA 95816 ACCOUNTING SERVICES 135215 ESKATON 5105 MANZANITA AVENUE CARMICHAEL CA 95608 IT SERVICES 130730 5 32502 32502 ASSISTED LIVING REVENU 623000 2051112 2051112 OTHER PROGRAM REVENUE 623000 16230 16230 2067342 87 87 33975 0 33975 33975 33975 2133906 2067342 0 34062 X 1278755 1278755 49556 49556 155826 155826 289583 289583 154729 154729 31500 31500 744016 322738 421278 16329 16329 4604 4604 273895 273895 8996 8996 65487 65487 258418 258418 248814 19739 229075 DUES & SUBSCRIPTIONS 50098 50098 REPAIRS & MAINTENANCE 37400 37400 SUPPLIES 34264 34264 EQUIPMENT LEASE/RENTAL 26699 26699 14730 14730 3743699 2612930 1130769 0 133639 17018 1298930 434 80861 -14344 110354 14720 14198780 10446705 3788234 3752075 11535 11535 5423553 3781438 480402 159201 20861 20861 3320671 3618979 1089 953 3823023 3799994 X 1575432 -35649 25098 17093 1600530 -18556 5423553 3781438 X -1609793 -2313 -6980 X 0 0 0 X 229314 114127 1680404 34435 32502 2090782 10473880 10722634 9620951 5338287 2067342 38223094 15035 8106 23141 10718229 10844867 11301355 5372722 2099844 40337017 11184 3022 14206 0 11184 3022 14206 40322811 19681 18014 20206 34236 34062 126199 19681 18014 20206 34236 34062 126199 10737910 10862881 11321561 5406958 2133906 40463216 0.99650 0.99750 0.00310 0.00220 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 75430 75430 11778697 8505236 3273461 2344653 1941469 403184 3752075 RESIDENT TRUST -5100 DEPOSITS 4000 EMPLOYEE APPRECIATION FUND 2053 953 FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION USED A MANAGEMENT COMPANY, PEER SERVICES, INC., TO PERFORM MANAGEMENT AND OTHER DUTIES BEGINNING IN OCTOBER 2020. BILL SCHARBACH, EXECUTIVE DIRECTOR OF THE ORGANIZATION, WAS COMPENSATED BY PEER SERVICES, INC. TOTAL FEES PAID TO THE MANAGEMENT COMPANY FOR SERVICES PROVIDED TO THE ORGANIZATION, INCLUDING THE EXECUTIVE DIRECTOR POSITION, DURING THE REPORTING PERIOD WERE $289,583. FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT OF THE FORM 990 IS DISTRIBUTED TO THE BOARD MEMBERS. THE BOARD DESIGNATES AND ASSIGNS ONE OF ITS QUALIFIED MEMBERS TO REVIEW THE RETURN. UPON RESOLUTION OF QUESTIONS AND ISSUES, AND APPROVAL BY THAT DESIGNATED BOARD MEMBER, THE BOARD APPROVES THE RETURN FOR FILING. FORM 990, PART VI, SECTION B, LINE 12C ONGOING CONSIDERATION OF ANY EXISTING OR POTENTIAL BOARD MEMBERS, EMPLOYEES, VENDORS, VOLUNTEERS AND OTHER BUSINESS CONNECTIONS WITH POSSIBLE CONFLICTS IN MIND BY ALL EXISTING BOARD MEMBERS AND KEY EMPLOYEES. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF DIRECTORS CAREFULLY CONSIDERS SELECTION AND SALARY FOR THE CHIEF EXECUTIVE OFFICER/EXECUTIVE DIRECTOR, INCLUDING COMPARING TO CURRENT MARKET QUALIFICATIONS AND COMPENSATION. THE CHIEF EXECUTIVE OFFICER IS NOT COMPENSATED FOR SERVICE ON THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION MAKES ITS FORM 1023 AND FORM 990 AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, WHISTLEBLOWER POLICY, AND ANNUAL FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 217,728. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 217,728. CONSULTING FEES: PROGRAM SERVICE EXPENSES 92,500. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 92,500. OTHER PURCHASED SERVICES : PROGRAM SERVICE EXPENSES 12,510. MANAGEMENT AND GENERAL EXPENSES 421,278. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 433,788. FORM 990, PART XI, LINE 9: RECLASS FROM RESTRICTED CONTRIBUTIONS -6,980.