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BRITISH HOME IN CALIFORNIA LTD: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
BRITISH HOME IN CALIFORNIA LTD (EIN 95-1727641)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-08-19
IRS object ID
202122329349300202
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

FieldValueIRS element (for citing)
Return2021-08-19T19:48:25-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN946214841PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ARMANINO LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line112657 ALCOSTA BLVD STE 500AddressLine1Txt
CitySAN RAMONCityNm
State AbbreviationCAStateAbbreviationCd
ZIP945834600ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN951727641EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE BRITISH HOME IN CALIFORNIA LTDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBRITBusinessNameControlTxt
Phone6263557240PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1647 MANZANITA BLVDAddressLine1Txt
CitySIERRA MADRECityNm
State AbbreviationCAStateAbbreviationCd
ZIP91024ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARLENE A RAINENPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone6263557240PhoneNum
Signature2021-08-19SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMARLENEPersonFirstNm
Person LastRAINENPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKATY BROWNPreparerPersonNm
PTINP00650274PTIN
Phone9257902600PhoneNum
Preparation2021-08-19PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMARLENE A RAINENPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1647 MANZANITA BLVDAddressLine1Txt
CitySIERRA MADRECityNm
State AbbreviationCAStateAbbreviationCd
ZIP91024ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$4,353,920GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.BRITISHHOME-CA.USWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1930FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionTO PROVIDE ASSISTED LIVING SERVICESActivityOrMissionDesc
Voting Members Governing Body7VotingMembersGoverningBodyCnt
Voting Members Independent7VotingMembersIndependentCnt
Total Employee33TotalEmployeeCnt
Total Volunteers10TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$12,833PYContributionsGrantsAmt
CY Contributions Grants$123,170CYContributionsGrantsAmt
PY Program Service Revenue$103,170PYProgramServiceRevenueAmt
CY Program Service Revenue$1,168,039CYProgramServiceRevenueAmt
PY Investment Income$331,327PYInvestmentIncomeAmt
CY Investment Income$589,418CYInvestmentIncomeAmt
PY Other Revenue-$68PYOtherRevenueAmt
CY Other Revenue$14,548CYOtherRevenueAmt
PY Total Revenue$447,262PYTotalRevenueAmt
CY Total Revenue$1,895,175CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$82,200PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,238,625CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$17,927CYTotalFundraisingExpenseAmt
PY Other Expenses$63,056PYOtherExpensesAmt
CY Other Expenses$873,093CYOtherExpensesAmt
PY Total Expenses$145,256PYTotalExpensesAmt
CY Total Expenses$2,111,718CYTotalExpensesAmt
PY Revenues Less Expenses$302,006PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$216,543CYRevenuesLessExpensesAmt
Total Assets BOY$25,046,662TotalAssetsBOYAmt
Total Assets EOY$26,200,762TotalAssetsEOYAmt
Total Liabilities BOY$112,610TotalLiabilitiesBOYAmt
Total Liabilities EOY$190,690TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$24,934,052NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$26,010,072NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTO PROVIDE AN EXCELLENT RETIREMENT HOME IN BEAUTIFUL, COMFORTABLE SURROUNDINGS WITH EXCEPTIONAL LEVELS OF LOVING CARE AND COMPASSION.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,599,135ExpenseAmt
Revenue$1,182,416RevenueAmt
DescTHE HOME OPERATES A LICENSED RETIREMENT FACILITY IN SOUTHERN CALIFORNIA, AND IS LICENSED TO ACCOMMODATE 41 RESIDENTS AND DESCRIBED AS "TYPICAL," THE HOME MAINTAINS ITS HISTORIC UNIQUENESS PROVIDING GRACIOUS, INDEPENDENT AND ASSISTED LIVING IN THIS SECURE AND PEACEFUL RESIDENTIAL NEIGHBORHOOD. WE ARE PROUD OF OUR HISTORY AND IN TODAY'S HECTIC LIFE STYLE, ARE SECURE IN OUR APPROACH OF BLENDING "OLD WORLD" CHARM AND TRADITION WITH MODERNITY. HONORING OUR GOALS AND MISSION, AND WITH SUPPORT FROM THE DBE WE DO SUBSIDIZE A CERTAIN PERCENTAGE OF RESIDENTS WHO ARE IN NEED. OUR MONTHLY FEES ARE REASONABLE INCLUDING MANY SERVICES AND ACTIVITIES AND OUR RESIDENTS THRIVE, ENJOYING THE CARE AND ATTENTION GIVEN THEM. THE AVERAGE AGE OF OUR RESIDENT FAMILY IS 87 WITH THE AGE RANGING FROM 66 TO 108. ON AVERAGE, THE BRITISH HOME MAINTAINS 30 RESIDENTS YEAR AROUND.Desc
Total Program Service Expenses$1,599,135TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document12IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee33EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members7GoverningBodyVotingMembersCnt
Independent Voting Member7IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn0AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc0RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MARLENE A RAINENBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6263557240PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1647 MANZANITA BLVDAddressLine1Txt
CitySIERRA MADRECityNm
State AbbreviationCAStateAbbreviationCd
ZIP91024ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
KELLY PACK
PRESIDENT4.00Yes (X)Yes (X)$0$0$0
HELEN MORRAN-WOLF
1ST VICE PRESIDENT4.00Yes (X)Yes (X)$0$0$0
ALISON M NELSON
2ND VICE PRESIDENT4.00Yes (X)Yes (X)$0$0$0
SHIRLEY WOLFF
3RD VICE PRESIDENT4.00Yes (X)Yes (X)$0$0$0
MARINA PAGANUCCI
4TH VICE PRESIDENT4.00Yes (X)Yes (X)$0$0$0
SUE MASTEN
TREASURER4.00Yes (X)Yes (X)$0$0$0
DEBORAH ROSS
RECORDING SECRETARY4.00Yes (X)Yes (X)$0$0$0
MARLENE RAINEN
EXECUTIVE DIRECTOR40.00Yes (X)$110,000$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$110,000TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$123,170AllOtherContributionsAmt
Total Contributions$123,170TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescFEES FOR SERVICEDesc
Business623000BusinessCd
Total Revenue Column$1,168,039TotalRevenueColumnAmt
Related Or Exempt Func Income$1,168,039RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$1,168,039TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$569,895TotalRevenueColumnAmt
Exclusion$569,895ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$171TotalRevenueColumnAmt
Exclusion$171ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$2,478,268SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$2,458,745SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$19,523SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$19,523TotalRevenueColumnAmt
Exclusion$19,523ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUS INCOMEDesc
Business900099BusinessCd
Total Revenue Column$14,377TotalRevenueColumnAmt
Related Or Exempt Func Income$14,377RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$14,377OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,895,175TotalRevenueColumnAmt
Related Or Exempt Func Income$1,182,416RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$589,589ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$110,000TotalAmt
Program Services$89,100ProgramServicesAmt
Management And General$18,700ManagementAndGeneralAmt
Fundraising$2,200FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$978,787TotalAmt
Program Services$793,052ProgramServicesAmt
Management And General$171,435ManagementAndGeneralAmt
Fundraising$14,300FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$63,665TotalAmt
Program Services$52,479ProgramServicesAmt
Management And General$11,186ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$86,173TotalAmt
Program Services$69,605ProgramServicesAmt
Management And General$15,141ManagementAndGeneralAmt
Fundraising$1,427FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$47,497TotalAmt
Management And General$47,497ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$87,420TotalAmt
Management And General$87,420ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$45,804TotalAmt
Program Services$12,693ProgramServicesAmt
Management And General$33,111ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$78,945TotalAmt
Program Services$64,006ProgramServicesAmt
Management And General$14,939ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$224,597TotalAmt
Program Services$182,096ProgramServicesAmt
Management And General$42,501ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$124,209TotalAmt
Program Services$100,704ProgramServicesAmt
Management And General$23,505ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
RESIDENT CARE$158,290$158,290
REPAIRS & MAINTENANCE$96,054$76,877$19,177
MISCELLANEOUS$8,488$8,488
TRAINING$1,789$233$1,556

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,111,718TotalAmt
Program Services$1,599,135ProgramServicesAmt
Management And General$494,656ManagementAndGeneralAmt
Fundraising$17,927FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$319,054BOYAmt
EOY$376,207EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$334,397BOYAmt
EOY$662,907EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
EOY$1,497EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$42,403BOYAmt
EOY$30,621EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$7,048,445LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$3,048,541LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$4,152,350BOYAmt
EOY$3,999,904EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$20,198,458BOYAmt
EOY$21,129,626EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$25,046,662BOYAmt
EOY$26,200,762EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$50,853BOYAmt
EOY$128,920EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$61,757BOYAmt
EOY$61,770EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$112,610BOYAmt
EOY$190,690EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$24,892,302BOYAmt
EOY$26,010,072EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$41,750BOYAmt
EOY$0EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$24,934,052BOYAmt
EOY$26,010,072EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$25,046,662BOYAmt
EOY$26,200,762EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$216,543ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$1,292,562NetUnrlzdGainsLossesInvstAmt
Prior Period Adjustments$1PriorPeriodAdjustmentsAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$171,323CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$211,731CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$148,401CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$12,833CurrentTaxYearMinus1YearAmt
Current Tax Year$123,170CurrentTaxYearAmt
Total$667,458TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$171,323CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$211,731CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$148,401CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$12,833CurrentTaxYearMinus1YearAmt
Current Tax Year$123,170CurrentTaxYearAmt
Total$667,458TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$132,545SubstantialContributorsTotAmt
Public Support Total170$534,913PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$531,910CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$550,087CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$663,717CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$302,101CurrentTaxYearMinus1YearAmt
Current Tax Year$570,066CurrentTaxYearAmt
Total$2,617,881TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$30,187CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$10,170CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$7,690CurrentTaxYearMinus2YearsAmt
Current Tax Year$14,377CurrentTaxYearAmt
Total$62,424TotalAmt
FieldValueIRS element (for citing)
Total Support$3,347,763TotalSupportAmt
Gross Receipts Rltd Activities$4,353,706GrossReceiptsRltdActivitiesAmt
Public Support CY1700.15980PublicSupportCY170Pct
Public Support PY1700.19080PublicSupportPY170Pct
Ten Pct Facts Crcmstncs Test CYYes (X)TenPctFactsCrcmstncsTestCYInd
Facts And Circumstances TestTHE ORGANIZATION NORMALLY RECEIVES PUBLIC SUPPORT DIRECTLY FROM A LARGE NUMBER OF INDIVIDUALS AND ORGANIZATIONS AND CONTINUES TO SEEK ADDITIONAL DONATIONS FROM THE GENERAL PUBLIC. THE ORGANIZATION IS A LICENSED RETIREMENT COMMUNITY FOR MEMBERS OF THE GENERAL PUBLIC. THE GOVERNING BODY REPRESENTS THE BROAD INTERESTS OF THE PUBLIC, AND THE ORGANIZATION GENERALLY PROVIDES FACILITIES AND SERVICES DIRECTLY FOR THE BENEFIT THE GENERAL PUBLIC ON A CONTINUING BASIS.FactsAndCircumstancesTestTxt

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferencePART II, SECTION A, COLUMN E:FormAndLineReferenceDesc
ExplanationDUE TO A CHANGE IN ACCOUNTING PERIOD FROM FISCAL TO CALENDAR YEAR, AMOUNTS REPORTED IN COLUMN (D) FOR 2019 REPRESENT A SHORT YEAR - DECEMBER 1, 2019 TO DECEMBER 31, 2019.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$648,881OtherCostOrOtherBasisAmt
Book Value$648,881BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$5,559,172OtherCostOrOtherBasisAmt
Depreciation$2,288,496DepreciationAmt
Book Value$3,270,676BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$224,559OtherCostOrOtherBasisAmt
Depreciation$174,745DepreciationAmt
Book Value$49,814BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$615,833OtherCostOrOtherBasisAmt
Depreciation$585,300DepreciationAmt
Book Value$30,533BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$3,999,904TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescMONTHLY RESIDENT DEPOSITSDesc
Amt$61,770Amt
FieldValueIRS element (for citing)
Total Liability$61,770TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$3,100,317TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$1,292,562NetUnrealizedGainsInvstAmt
Revenue Not Reported$1,292,562RevenueNotReportedAmt
Revenue Subtotal$1,807,755RevenueSubtotalAmt
Investment Expenses Not Incld$87,420InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$87,420RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$1,895,175TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$2,024,298TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$2,024,298ExpensesSubtotalAmt
Investment Expenses Not Incld2$87,420InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$87,420ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$2,111,718TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationTHE HOME IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IN ACCORDANCE WITH THE APPLICABLE CALIFORNIA REVENUE AND TAXATION CODE SECTION. THE HOME HAS EVALUATED ITS TAX POSITIONS AND CONCLUDED THAT ITS TAX-EXEMPT STATUS HAS BEEN MAINTAINED AND THAT IT HAS NO UNCERTAIN TAX POSITIONS REQUIRING ADJUSTMENTS TO THE FINANCIAL STATEMENTS. AS A RESULT, NO PROVISION FOR INCOME TAXES HAS BEEN RECORDED.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE GOVERNING BODY WILL REVIEW A DRAFT OF THE TAX RETURN BEFORE APPROVING AND SIGNING A FINAL COPY.
FORM 990, PART VI, SECTION B, LINE 15ATHE BOARD OF DIRECTORS REVIEW MARKET DATA OF COMPENSATION AMOUNTS FOR COMPARATIVE PURPOSES BEFORE A FINAL DECISION IS MADE.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART XII, LINE 2C:THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR.

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