MONTE VISTA GROVE HOMES: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- MONTE VISTA GROVE HOMES (EIN 95-1652915)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-11
- IRS object ID
- 202113159349305951
- Schema version
- 2020v4.1
- 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 | 2021-11-11T13:43:26-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 450250958 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EIDE BAILLY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10681 FOOTHILL BLVD STE 300 | AddressLine1Txt |
| City | RANCHO CUCAMONGA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 917303831 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 951652915 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MONTE VISTA GROVE HOMES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MONT | BusinessNameControlTxt |
| Phone | 6267966135 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2889 SAN PASQUAL STREET | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91107 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DEBORAH A HEBERT | PersonNm |
| Person Title | CHIEF EXECUTIVE OFFICER | PersonTitleTxt |
| Phone | 6267966135 | PhoneNum |
| Signature | 2021-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DEBORAH | PersonFirstNm |
| Person Last | HEBERT | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CATHERINE L GRAY | PreparerPersonNm |
| PTIN | P01294460 | PTIN |
| Phone | 9094664410 | PhoneNum |
| Preparation | 2021-11-10 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DEBORAH A HEBERT | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2889 SAN PASQUAL STREET | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91107 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $15,302,701 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MVGH.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1924 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | SENIOR COMMUNITY COMMITTEED TO BEST PRACTICES IN OUR CARE OF PEOPLE, FINANCES, TIME & ENVIRONMENT | ActivityOrMissionDesc |
| Voting Members Governing Body | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 129 | TotalEmployeeCnt |
| Total Volunteers | 30 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,387,517 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,391,247 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $7,301,198 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $7,394,673 | CYProgramServiceRevenueAmt |
| PY Investment Income | $792,454 | PYInvestmentIncomeAmt |
| CY Investment Income | $495,650 | CYInvestmentIncomeAmt |
| PY Other Revenue | $7,836 | PYOtherRevenueAmt |
| CY Other Revenue | $134,630 | CYOtherRevenueAmt |
| PY Total Revenue | $9,489,005 | PYTotalRevenueAmt |
| CY Total Revenue | $9,416,200 | 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 | $5,969,357 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $6,677,431 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $7,250 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $149,736 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,811,927 | PYOtherExpensesAmt |
| CY Other Expenses | $4,177,115 | CYOtherExpensesAmt |
| PY Total Expenses | $9,781,284 | PYTotalExpensesAmt |
| CY Total Expenses | $10,861,796 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$292,279 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,445,596 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $27,957,570 | TotalAssetsBOYAmt |
| Total Assets EOY | $29,443,161 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $5,581,516 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,905,738 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $22,376,054 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $22,537,423 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | MONTE VISTA GROVE HOMES (MVGH) IS A HOLISTIC AND VIBRANT SENIOR COMMUNITY FILLED WITH CREATIVITY, LOVE AND COMPASSION. THE HISTORIC MISSION HAS BEEN TO BE A CHRIST-CENTERED COMMUNITY THAT MEETS THE NEEDS OF QUALIFIED RETIRED CHURCH WORKERS OF THE PRESBYTERIAN CHURCH (USA). CONSISTENT WITH CHANGING VOCATIONAL PATTERNS, MVGH NOW WELCOMES RESIDENTS FROM FIVE DENOMINATIONS WITH WHICH THE PREBYTERIAN CHURCH (USA) IS IN FULL COMMUNION. IN ADDITION TO INDEPENDENT LIVING FOR THESE QUALIFIED CHURCH WORKERS, MVGH OFFERS FURTHER LEVELS OF CARE, REGARDLESS OF RELIGIOUS AFFILIATION. MVGH'S ASSISTED LIVING, MEMORY CARE, AND SKILLED NURSING ARE OPEN TO THE WIDER COMMUNITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,997,553 | ExpenseAmt |
| Revenue | $4,091,833 | RevenueAmt |
| Desc | OPERATION OF A 40 BED MEDICARE CERTIFIED SKILLED NURSING FACILITY. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,336,675 | ExpenseAmt |
| Revenue | $1,627,081 | RevenueAmt |
| Desc | PROVIDE NON-LICENSED INDEPENDENT HOUSING IN 76 APARTMENTS ON CAMPUS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,238,080 | ExpenseAmt |
| Revenue | $968,839 | RevenueAmt |
| Desc | OPERATION OF 10 ROOM RESIDENTIAL CARE FACILITY FOR MEMORY CARE, PROVIDE DIETARY ASSISTANCE, AND OTHER PROGRAM SERVICES. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,002,138 | ExpenseAmt |
| Revenue | $834,471 | RevenueAmt |
| Desc | OPERATION OF 16-APARTMENT RESIDENTIAL CARE FACILITY. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,002,138 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $834,471 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $9,574,446 | 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 | Yes (1) | 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 | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | 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 | Yes (1) | 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 | Yes (1) | 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 | 45 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 129 | 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 | 20 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 19 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | 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 | 0 | 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 | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | 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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MONTE VISTA GROVE HOMES - KIM HOUSER CFO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6267966135 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2889 SAN PASQUAL STREET | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91107 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|
| DEBORAH HERBERT | |||||||
| CHIEF EXECUTIVE OFFICER | 40.00 | Yes (X) | $171,811 | $0 | $18,926 | ||
| KIM HOUSER | |||||||
| CHIEF FINANCIAL OFFICER | 40.00 | Yes (X) | $162,390 | $0 | $16,976 | ||
| EDEN CONORA | |||||||
| DIRECTOR OF NURSING | 40.00 | $149,533 | $0 | $18,940 | Yes (X) | ||
| SANDRA MADER | |||||||
| PRESIDENT | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| JANET LOUIE | |||||||
| VICE PRESIDENT | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| AL BOEGH | |||||||
| TREASURER | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| REX MCDANIEL | |||||||
| SECRETARY | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| MYRON OAKES | |||||||
| ASSISTANT TREASURER | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| ARNOLFO BONG BRINGAS | |||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| BRUCE CALKINS | |||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| REV DR JOYCE DEFRAAFF | |||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| STEVEN DORSEY | |||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| REV DR MARILYN MANNING | |||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| KEN RILEY | |||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| ALICIA ROMO | |||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| REV DON SMITH | |||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| REV DR NORMAN THOMAS | |||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| KATHLEEN TINGUS | |||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| KAREN WALTER | |||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| JANET WELLS | |||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| REV TOM WENTZ | |||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| FRIED WILSON | |||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| REV DR JOHN TOAY | |||||||
| PRESIDENT OF RESIDENT'S AS | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $483,734 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $54,842 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SODEXO INC & AFFILIATES | |||||
| PO BOX 360170 | PITTSBURG | PA | 152516170 | FOOD SERVICE OPERATIONS: SERVICES, LABO | $712,759 |
| MAZUR CONSTRUCTION CO | |||||
| 1608 FAIR PARK AVENUE | LOS ANGELES | CA | 90041 | CONSTRUCTION CONTRACTOR | $429,805 |
| SUSAN J HARRIS INC DBA THERAPY SPECIA | |||||
| 3760 CONVOY ST SUITE 204 | SAN DIEGO | CA | 92111 | THERAPY SERVICE PROVIDER (FOR PHYSICAL, | $214,940 |
| US LAB | |||||
| 3194 A AIRPORT LOOP DRIVE | COSTA MESA | CA | 92626 | COVID-19 RT-PCR TESTING | $162,350 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $131,014 | FundraisingAmt |
| Government Grants | $367,608 | GovernmentGrantsAmt |
| All Other Contributions | $892,625 | AllOtherContributionsAmt |
| Noncash Contributions | $11,093 | NoncashContributionsAmt |
| Total Contributions | $1,391,247 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| SKILLED NURSING-HEALTH | 623000 | $3,342,711 | $3,342,711 |
| DIETARY REVENUES | 623000 | $1,246,028 | $1,246,028 |
| INDEPENDENT LIVING | 623000 | $1,150,970 | $1,150,970 |
| MEMORY CARE | 623000 | $755,697 | $755,697 |
| ASSISTED LIVING | 623000 | $541,941 | $541,941 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $357,326 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $357,326 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $7,394,673 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $397,791 | TotalRevenueColumnAmt |
| Exclusion | $397,791 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,974,585 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,865,683 | SecuritiesAmt |
| Other | $11,043 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $108,902 | SecuritiesAmt |
| Other | -$11,043 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $97,859 | TotalRevenueColumnAmt |
| Exclusion | $97,859 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $16,854 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $131,014 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $9,775 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,079 | TotalRevenueColumnAmt |
| Exclusion | $7,079 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COVID RELIEF CREDITS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $127,551 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $127,551 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $127,551 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,416,200 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,522,224 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $502,729 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $408,808 | TotalAmt |
| Program Services | $175,154 | ProgramServicesAmt |
| Management And General | $211,760 | ManagementAndGeneralAmt |
| Fundraising | $21,894 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,051,229 | TotalAmt |
| Program Services | $4,669,700 | ProgramServicesAmt |
| Management And General | $288,789 | ManagementAndGeneralAmt |
| Fundraising | $92,740 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $112,599 | TotalAmt |
| Program Services | $91,899 | ProgramServicesAmt |
| Management And General | $18,387 | ManagementAndGeneralAmt |
| Fundraising | $2,313 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $701,153 | TotalAmt |
| Program Services | $648,420 | ProgramServicesAmt |
| Management And General | $51,193 | ManagementAndGeneralAmt |
| Fundraising | $1,540 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $403,642 | TotalAmt |
| Program Services | $357,988 | ProgramServicesAmt |
| Management And General | $40,266 | ManagementAndGeneralAmt |
| Fundraising | $5,388 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,391 | TotalAmt |
| Management And General | $8,391 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,774 | TotalAmt |
| Management And General | $65,774 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,250 | TotalAmt |
| Fundraising | $7,250 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,299 | TotalAmt |
| Management And General | $62,299 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,018,268 | TotalAmt |
| Program Services | $901,640 | ProgramServicesAmt |
| Management And General | $113,289 | ManagementAndGeneralAmt |
| Fundraising | $3,339 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,522 | TotalAmt |
| Management And General | $7,522 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,415 | TotalAmt |
| Program Services | $23,222 | ProgramServicesAmt |
| Management And General | $19,931 | ManagementAndGeneralAmt |
| Fundraising | $1,262 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $314,072 | TotalAmt |
| Program Services | $296,639 | ProgramServicesAmt |
| Management And General | $17,365 | ManagementAndGeneralAmt |
| Fundraising | $68 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,657 | TotalAmt |
| Program Services | $3,705 | ProgramServicesAmt |
| Management And General | $1,816 | ManagementAndGeneralAmt |
| Fundraising | $136 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,953 | TotalAmt |
| Program Services | $4,675 | ProgramServicesAmt |
| Management And General | $11,834 | ManagementAndGeneralAmt |
| Fundraising | $444 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,929 | TotalAmt |
| Management And General | $85,929 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,118,554 | TotalAmt |
| Program Services | $1,097,040 | ProgramServicesAmt |
| Management And General | $21,498 | ManagementAndGeneralAmt |
| Fundraising | $16 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $188,700 | TotalAmt |
| Program Services | $153,867 | ProgramServicesAmt |
| Management And General | $34,833 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| SUPPLIES AND EQUIPMENT | $415,923 | $387,176 | $28,458 | $289 |
| DIETARY FOOD SUPPLY | $403,554 | $399,417 | $3,547 | $590 |
| RESIDENTIAL FINANCIAL A | $242,101 | $242,101 | ||
| LICENSE AND PERMITS | $95,996 | $73,298 | $13,885 | $8,813 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,007 | TotalAmt |
| Program Services | $48,505 | ProgramServicesAmt |
| Management And General | $30,848 | ManagementAndGeneralAmt |
| Fundraising | $3,654 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,861,796 | TotalAmt |
| Program Services | $9,574,446 | ProgramServicesAmt |
| Management And General | $1,137,614 | ManagementAndGeneralAmt |
| Fundraising | $149,736 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $580,117 | BOYAmt |
| EOY | $759,106 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,883 | BOYAmt |
| EOY | $92,538 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $191,671 | BOYAmt |
| EOY | $132,252 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,057,555 | BOYAmt |
| EOY | $889,459 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,048,000 | BOYAmt |
| EOY | $2,048,000 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,610 | BOYAmt |
| EOY | $57,610 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $205,711 | BOYAmt |
| EOY | $248,596 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $32,739,991 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $22,733,493 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,497,544 | BOYAmt |
| EOY | $10,006,498 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,607,882 | BOYAmt |
| EOY | $13,648,452 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $503,346 | BOYAmt |
| EOY | $1,040,411 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $136,251 | BOYAmt |
| EOY | $520,239 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,957,570 | BOYAmt |
| EOY | $29,443,161 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $783,266 | BOYAmt |
| EOY | $796,863 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,336,061 | BOYAmt |
| EOY | $1,701,577 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,567,736 | BOYAmt |
| EOY | $3,518,736 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $894,453 | BOYAmt |
| EOY | $888,562 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,581,516 | BOYAmt |
| EOY | $6,905,738 | 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 | $20,301,923 | BOYAmt |
| EOY | $20,020,339 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,074,131 | BOYAmt |
| EOY | $2,517,084 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,376,054 | BOYAmt |
| EOY | $22,537,423 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,957,570 | BOYAmt |
| EOY | $29,443,161 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$1,445,596 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,242,467 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $364,498 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type2 | Yes (X) | SupportingOrgType2Ind |
| Supported Organizations | 1 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRESBYTERIAN CHURCH USA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 236393377 | EIN |
| Organization Type | 1 | OrganizationTypeCd |
| Governing Document Listed | Yes (1) | GoverningDocumentListedInd |
| Support | $0 | SupportAmt |
| Other Support | $0 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $0 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (1) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Majority Dir Trst Supported Org | 0 | MajorityDirTrstSupportedOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PAGE 5, SECTION C, LINE 1: | FormAndLineReferenceDesc |
| Explanation | MONTE VISTA GROVE HOMES ("MVGH") IS A CONTINUING CARE RETIREMENT COMMUNITY DEDICATED TO MEETING THE NEEDS OF QUALIFIED RETIREES OF THE PRESBYTERIAN CHURCH U.S.A. MVGH IS NOT DIRECTLY CONTROLLED BY THE SAME PERSONS THAT CONTROL OR MANAGE THE PRESBYTERIAN CHURCH U.S.A.; HOWEVER, MVGH'S OFFICERS, DIRECTORS, OR TRUSTEES MAINTAIN A CLOSE AND CONTINUOUS WORKING RELATIONSHIP WITH THE OFFICERS, DIRECTORS OR TRUSTEES OF THE SUPPORTED ORGANIZATION (PRESBYTERIAN CHURCH U.S.A.) BECAUSE A MAJORITY OF THE TRUSTEES ON MVGH'S BOARD OF TRUSTEES ARE AFFILIATED WITH THE PRESBYTERIAN CHURCH U.S.A. ALSO, MVGH MEETS THE "SUPPORT REQUIREMENT" AS MVGH USES ITS INCOME TO CARRY ON INDEPENDENT ACTIVITIES AND PROGRAMS THAT SUPPORT AND BENEFIT MEMBERS OF THE PRESBYTERIAN CHURCH U.S.A. LASTLY, MVGH PERFORMS FUNCTIONS AND ACTIVITIES THAT THE PRESBYTERIAN CHURCH U.S.A. WOULD OTHERWISE PERFORM FOR ITS RETIRED MEMBERS. BASED ON THE ABOVE FACTS AND CIRCUMSTANCES AND THE EXCLUSION RULES STATED IN IRC 509 (A)(3), MVGH MAY BE CLASSIFIED AS A 509(A)(3) TYPE II ORGANIZATION. | 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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,027,420 | BeginningYearBalanceAmt |
| Contributions | $22,601 | ContributionsAmt |
| Investment Earnings Or Losses | $159,714 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $137,270 | OtherExpendituresAmt |
| Administrative Expenses | $15,549 | AdministrativeExpensesAmt |
| End Year Balance | $3,056,916 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,813,137 | BeginningYearBalanceAmt |
| Contributions | $11,351 | ContributionsAmt |
| Investment Earnings Or Losses | $353,661 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $135,173 | OtherExpendituresAmt |
| Administrative Expenses | $15,556 | AdministrativeExpensesAmt |
| End Year Balance | $3,027,420 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,078,718 | BeginningYearBalanceAmt |
| Contributions | $11,812 | ContributionsAmt |
| Investment Earnings Or Losses | -$133,265 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$129,068 | OtherExpendituresAmt |
| Administrative Expenses | -$15,060 | AdministrativeExpensesAmt |
| End Year Balance | $2,813,137 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,810,104 | BeginningYearBalanceAmt |
| Contributions | $190,203 | ContributionsAmt |
| Investment Earnings Or Losses | $154,963 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$58,120 | OtherExpendituresAmt |
| Administrative Expenses | -$18,432 | AdministrativeExpensesAmt |
| End Year Balance | $3,078,718 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,688,196 | BeginningYearBalanceAmt |
| Contributions | $12,341 | ContributionsAmt |
| Investment Earnings Or Losses | $232,159 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$101,845 | OtherExpendituresAmt |
| Administrative Expenses | -$20,747 | AdministrativeExpensesAmt |
| End Year Balance | $2,810,104 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.32190 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.67810 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $97,108 | OtherCostOrOtherBasisAmt |
| Book Value | $97,108 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $28,692,881 | OtherCostOrOtherBasisAmt |
| Depreciation | $19,829,773 | DepreciationAmt |
| Book Value | $8,863,108 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,771,770 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,903,720 | DepreciationAmt |
| Book Value | $868,050 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $178,232 | OtherCostOrOtherBasisAmt |
| Book Value | $178,232 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $10,006,498 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| LIABILITY FOR REFUNDABLE AND REPAYABLE ENTRANCE FEES | $531,792 |
| DEPOSITS AND OTHER LIABILITIES | $356,770 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $888,562 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $10,608,808 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,242,467 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $2,665 | OtherRevenueAmt |
| Revenue Not Reported | $1,245,132 | RevenueNotReportedAmt |
| Revenue Subtotal | $9,363,676 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $62,299 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$9,775 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $52,524 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $9,416,200 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $10,802,485 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $2,988 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $2,988 | ExpensesNotReportedAmt |
| Expenses Subtotal | $10,799,497 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $62,299 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $62,299 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $10,861,796 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | RICHMOND ENDOWMENT - ENDOWMENT FUNDS SUBJECT TO RESTRICTIONS REQUIRING THAT THE PRINCIPAL BE INVESTED IN PERPETUITY. INCOME FROM THE INVESTMENTS CAN BE UTILIZED AT THE DISCRETION OF THE BOARD OF TRUSTEES FOR THE HEALTH CENTER AND THE ORGANIZATION'S OPERATING EXPENSES AND IS RECORDED AS REVENUE WITHOUT DONOR RESTRICTIONS. QUALITY OF LIFE - ENDOWMENT FUNDS SUBJECT TO RESTRICTIONS REQUIRING THAT THE PRINCIPAL BE INVESTED IN PERPETUITY. INCOME IS TO BE USED TO PROVIDE HEALTH CARE SERVICES TO LOW INCOME RESIDENTS AND IS RECORDED AS REVENUE WITH DONOR RESTRICTIONS. RIDINGS FUND - ENDOWMENT FUNDS SUBJECT TO RESTRICTIONS REQUIRING THAT THE PRINCIPAL BE INVESTED IN PERPETUITY. INCOME FROM THE INVESTMENTS CAN BE UTILIZED AT THE DISCRETION OF THE BOARD OF TRUSTEES FOR THE HEALTH CENTER AND THE ORGANIZATION'S OPERATING EXPENSES AND IS RECORDED AS REVENUE WITHOUT DONOR RESTRICTIONS. |
| PART X, LINE 2: | MANAGEMENT BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AFFECTING ITS ANNUAL FILING REQUIREMENTS, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. MVGH AND THE LLC WOULD RECOGNIZE FUTURE ACCRUED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS AND LIABILITIES IN INCOME TAX EXPENSE IF SUCH INTEREST AND PENALTIES ARE INCURRED. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE - SPLIT INTEREST AGREEMENTS 2,665. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSE INCLUDED WITH THE FUNCTIONAL EXPENSES -9,775. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RECOVERY OF DOUBTFUL ACCOUNTS -6,787. SPECIAL EVENT EXPENSE INCLUDED WITH THE FUNCTIONAL EXPENSES 9,775. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA | Event1Nm |
| Gross Receipts Event1 | $147,868 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $131,014 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $16,854 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $9,775 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $147,868 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $131,014 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $16,854 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $9,775 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $9,775 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $7,079 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DEBORAH HERBERT | ||||||||||||||
| CHIEF EXECUTIVE OFFICER | $171,811 | $0 | $0 | $0 | $0 | $0 | $6,184 | $0 | $12,742 | $0 | $190,737 | $0 | $0 | $0 |
| KIM HOUSER | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $162,390 | $0 | $0 | $0 | $0 | $0 | $5,771 | $0 | $11,205 | $0 | $179,366 | $0 | $0 | $0 |
| EDEN CONORA | ||||||||||||||
| DIRECTOR OF NURSING | $149,533 | $0 | $0 | $0 | $0 | $0 | $5,403 | $0 | $13,537 | $0 | $168,473 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | ALL REIMBURSEMENTS FOR SOCIAL CLUB DUES ARE SUBSTANTIATED AND APPROVED IN ACCORDANCE WITH ORGANIZATION POLICY. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | THE BOARD OF DIRECTORS DELEGATES THE POWER OF AUTHORITY TO THE EXECUTIVE COMMITTEE IN ACCORDANCE WITH THE BYLAWS. THE EXECUTIVE COMMITTEE THEN HAS THE AUTHORITY TO CARRY OUT GOVERNANCE AS OUTLINED IN THE BYLAWS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE MANAGEMENT COMMITTEE OF THE BOARD OF TRUSTEES AUTHORIZES THE CHIEF FINANCIAL OFFICER TO REVIEW THE FORM 990 IN DETAIL PRIOR TO FILING THE RETURN. |
| FORM 990, PART VI, SECTION B, LINE 12C | A COMPREHENSIVE POLICY ON CONFLICTS OF INTEREST AND DISCLOSURE OF CERTAIN INTERESTS HAS BEEN ADOPTED AS A BOARD POLICY THAT IS REVIEWED ANNUALLY BY EACH MEMBER. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE PERSONNEL COMMITTEE (WHICH IS A SUB-COMMITTEE OF THE MANAGEMENT COMMITEE) COLLABORATES WITH THE EXECUTIVE COMMITEE OF THE BOARD OF DIRECTORS TO OVERSEE THE ANNUAL PERFORMANCE EVALUATION/SALARY REVIEW OF THE CHIEF EXECUTIVE OFFICER. IN ADDITION, THE PERSONNEL COMMITEE PROVIDES COUNSEL AND SUPPORT TO THE CEO IN REGARDS TO MVGH SENIOR STAFF. THE CEO IS TO MAKE PROCEDURAL AND SALARY RECOMMENDATIONS TO THE MANAGEMENT COMMITTEE AS NECESSARY. PER THE MANAGEMENT COMMITTEE POLICIES AND PROCEDURES, THE MANAGEMENT COMMITEE APPROVES THE COMPENSATION PACKAGES FOR THE CHIEF EXECUTIVE OFFICER AND CHIEF FINANCIAL OFFICER. |
| FORM 990, PART VI, SECTION C, LINE 19 | AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE - SPLIT INTEREST AGREEMENTS 2,665. RECOVERY OF DOUBTFUL ACCOUNTS 6,787. RESTATEMENT OF BENEFICIAL INTERESTS IN PERPETUAL TRUSTS 355,046. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GROVE CAMPUS LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2889 SAN PASQUAL STREET | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91107 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 462229596 | EIN |
| Primary Activities | OPERATION OF UNLICENSED SENIOR HOUSING (INDEPENDENT LIVING) | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Total Income | $1,188,182 | TotalIncomeAmt |
| End Of Year Assets | $8,196,866 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MONTE VISTA GROVE HOMES | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRESBYTERIAN CHURCH USA | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 WITHERSPOON STREET | AddressLine1Txt |
| City | LOUISVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 236393377 | EIN |
| Primary Activities | CHURCH | PrimaryActivitiesTxt |
| Legal Domicile State | KY | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 1 | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| 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 | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |