BRITISH HOME IN CALIFORNIA LTD: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- BRITISH HOME IN CALIFORNIA LTD (EIN 95-1727641)
- Tax period
- 2017-12-01 to 2018-11-30
- Filed
- 2019-04-11
- IRS object ID
- 201921019349300722
- Schema version
- 2017v2.2
- 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 | 2019-04-11T11:05:09-07:00 | ReturnTs |
| Tax Period End | 2018-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 481266428 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GARIBIAN & ASSOCIATES ACCOUNTANCY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 417 S 1ST AVE | AddressLine1Txt |
| City | ARCADIA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 910063830 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 951727641 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BRITISH HOME IN CALIFORNIA LTD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BRIT | BusinessNameControlTxt |
| Phone | 6263557240 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 647 MANZANITA AVE | AddressLine1Txt |
| City | SIERRA MADRE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91024 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LYNETTE PACK | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2019-04-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Eva Garibian CPA | PreparerPersonNm |
| PTIN | P00366549 | PTIN |
| Phone | 6264453665 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,254,834 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| All Affiliates Included | false | AllAffiliatesIncludedInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | http://www.britishhome-ca.us/ | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1930 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | PROVIDE ASSISTED LIVING SERVICES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 6 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 6 | VotingMembersIndependentCnt |
| Total Employee | 27 | TotalEmployeeCnt |
| Total Volunteers | 6 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $171,323 | PYContributionsGrantsAmt |
| CY Contributions Grants | $211,731 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $955,001 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $995,826 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,844,789 | PYInvestmentIncomeAmt |
| CY Investment Income | $600,742 | CYInvestmentIncomeAmt |
| PY Other Revenue | $20,911 | PYOtherRevenueAmt |
| CY Other Revenue | $1,158 | CYOtherRevenueAmt |
| PY Total Revenue | $4,992,024 | PYTotalRevenueAmt |
| CY Total Revenue | $1,809,457 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $961,308 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,034,346 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $810,098 | PYOtherExpensesAmt |
| CY Other Expenses | $785,804 | CYOtherExpensesAmt |
| PY Total Expenses | $1,771,406 | PYTotalExpensesAmt |
| CY Total Expenses | $1,820,150 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,220,618 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$10,693 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $24,028,214 | TotalAssetsBOYAmt |
| Total Assets EOY | $23,403,486 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $284,067 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $164,163 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $23,744,147 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $23,239,323 | NetAssetsOrFundBalancesEOYAmt |
| Mission | PROVIDE ASSISTED LIVING SERVICES. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,405,199 | ExpenseAmt |
| Revenue | $995,826 | RevenueAmt |
| Desc | OPERATE A STATE OF CALIFORNIA LICENSED RETIREMENT FACILITY IN SOUTHERN CALIFORNIA, AND PROVIDE ASSISTED LIVING SERVICES FOR A MAXIMUM OF 41 RESIDENTS. | Desc |
| Total Program Service Expenses | $1,405,199 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 19 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 27 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Org Filed In Lieu Of Form1041 | false | OrgFiledInLieuOfForm1041Ind |
| Licensed More Than One State | false | LicensedMoreThanOneStateInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 6 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 6 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | false | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | false | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | false | RegularMonitoringEnfrcInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THE BRITISH HOME IN CALIFORNIA | PersonNm |
| Phone | 6263557240 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 647 MANZANITA AVE | AddressLine1Txt |
| City | SIERRA MADRE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91024 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (6 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| LYNETTE PACK | |||||||
| President | 4.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| HELEN MORRAN-WOLF | |||||||
| 1ST VICE PRESID | 4.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ALISON M NELSON | |||||||
| 2ND VICE PRESID | 4.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SHIRLEY WOLFF | |||||||
| 3RD VICE PRESID | 4.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DEBORAH ROSS | |||||||
| RECORDING SEC | 4.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SUE MASTEN | |||||||
| Treasurer | 4.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $25,760 | FundraisingAmt |
| All Other Contributions | $185,971 | AllOtherContributionsAmt |
| Total Contributions | $211,731 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RESIDENT INCOME | Desc |
| Total Revenue Column | $995,826 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $995,826 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $995,826 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $550,087 | TotalRevenueColumnAmt |
| Exclusion | $550,087 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,487,020 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,436,365 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $50,655 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $50,655 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $50,655 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $9,267 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $25,760 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $9,012 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $255 | TotalRevenueColumnAmt |
| Exclusion | $255 | ExclusionAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Total Revenue Column | $903 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $903 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $903 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,809,457 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,047,384 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $550,342 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $941,002 | TotalAmt |
| Program Services | $792,608 | ProgramServicesAmt |
| Management And General | $148,394 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,764 | TotalAmt |
| Program Services | $11,125 | ProgramServicesAmt |
| Management And General | $6,639 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,580 | TotalAmt |
| Program Services | $61,430 | ProgramServicesAmt |
| Management And General | $14,150 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,000 | TotalAmt |
| Management And General | $35,000 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,702 | TotalAmt |
| Management And General | $86,702 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $931 | TotalAmt |
| Management And General | $931 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,494 | TotalAmt |
| Management And General | $9,494 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,303 | TotalAmt |
| Management And General | $15,303 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,550 | TotalAmt |
| Management And General | $1,550 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $136,158 | TotalAmt |
| Program Services | $119,138 | ProgramServicesAmt |
| Management And General | $17,020 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $144,565 | TotalAmt |
| Program Services | $117,499 | ProgramServicesAmt |
| Management And General | $27,066 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| RESIDENT CARE | $157,402 | $155,542 | $1,860 |
| UTILITIES | $74,817 | $65,465 | $9,352 |
| REPAIRS & MAINTENANCE | $54,242 | $47,462 | $6,780 |
| TAXES & LICENSES | $23,274 | $23,274 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,366 | TotalAmt |
| Program Services | $34,930 | ProgramServicesAmt |
| Management And General | $11,436 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,820,150 | TotalAmt |
| Program Services | $1,405,199 | ProgramServicesAmt |
| Management And General | $414,951 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $326,556 | BOYAmt |
| EOY | $198,496 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $815,938 | BOYAmt |
| EOY | $272,288 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,671 | BOYAmt |
| EOY | $31,137 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $6,748,618 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,596,864 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,737,956 | BOYAmt |
| EOY | $4,151,754 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,128,092 | BOYAmt |
| EOY | $18,749,810 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1 | BOYAmt |
| EOY | $1 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,028,214 | BOYAmt |
| EOY | $23,403,486 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $238,870 | BOYAmt |
| EOY | $102,796 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,197 | BOYAmt |
| EOY | $61,367 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $284,067 | BOYAmt |
| EOY | $164,163 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,744,147 | BOYAmt |
| EOY | $23,197,573 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $41,750 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,744,147 | BOYAmt |
| EOY | $23,239,323 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,028,214 | BOYAmt |
| EOY | $23,403,486 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$10,693 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$463,663 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$30,468 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $470,970 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $213,872 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $198,463 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $172,467 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $211,985 | CurrentTaxYearAmt |
| Total | $1,267,757 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $470,970 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $213,872 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $198,463 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $172,467 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $211,985 | CurrentTaxYearAmt |
| Total | $1,267,757 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $1,267,757 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $620,286 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $655,428 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $620,672 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,843,389 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $600,555 | CurrentTaxYearAmt |
| Total | $6,340,330 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $121 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $791 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,223 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $19,767 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,091 | CurrentTaxYearAmt |
| Total | $28,993 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $7,637,080 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $2,001,708 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.16600 | PublicSupportCY170Pct |
| Public Support PY170 | 0.16130 | PublicSupportPY170Pct |
| Ten Pct Facts Crcmstncs Test CY | Yes (X) | TenPctFactsCrcmstncsTestCYInd |
| Facts And Circumstances Test | Current Year Facts and Circumstances: THE ORGANIZATION NORMALLY RECEIVES PUBLIC SUPPORT DIRECTLY FROM A LARGE NUMBER OFINDIVIDUALS AND ORGANIZATIONS AND CONTINUES TO SEEK ADDITIONAL DONATIONS FROM THEGENERAL PUBLIC.THE ORGANIZATION IS A LICENSED RETIREMENT COMMUNITY FOR MEMBERS OF THE GENERAL PUBLIC. | FactsAndCircumstancesTestTxt |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $648,881 | OtherCostOrOtherBasisAmt |
| Book Value | $648,881 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,334,683 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,905,636 | DepreciationAmt |
| Book Value | $3,429,047 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $162,659 | OtherCostOrOtherBasisAmt |
| Depreciation | $124,982 | DepreciationAmt |
| Book Value | $37,677 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $602,395 | OtherCostOrOtherBasisAmt |
| Depreciation | $566,246 | DepreciationAmt |
| Book Value | $36,149 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,151,754 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MONTHLY RESIDENT DEPOSITS | Desc |
| Amt | $61,367 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $61,367 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $1,580,319 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$198,670 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $20,187 | OtherRevenueAmt |
| Revenue Not Reported | -$178,483 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,758,802 | RevenueSubtotalAmt |
| Other Revenues Not Included | $50,655 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $50,655 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,809,457 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,820,150 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $1,820,150 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $1,820,150 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 | GAAP REALIZED GAIN ON SALE OF INVESTMENT $20187 |
| Part XI, Line 4b: Other revenue amounts included on 990 but not included in F/S | TAX REALIZED GAIN ON SALE OF INVESTMENTS $50655 |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agrmt Prof Fundraising Acty | false | AgrmtProfFundraisingActyInd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | JUNE FAIRE | Event1Nm |
| Gross Receipts Event1 | $32,891 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $25,760 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $7,131 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $1,850 | CashPrizesEvent1Amt |
| Other Direct Expenses Event1 | $5,281 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $32,891 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $25,760 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $7,131 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $1,850 | CashPrizesTotalEventsAmt |
| Oth Direct Expnss Total Events | $5,281 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $7,131 | DirectExpenseSummaryEventsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Client Note 1 | Client Note 1 - the raffle was only once at June Fair on June 9, 2018, the total dollar amount collected was $2,214.00 |
| Form 990, Part VI, Line 11b: Form 990 Review Process | THE GOVERNING BODY WILL REVIEW A DRAFT OF THE TAX RETURN BEFORE APPROVING AND SIGNING A FINAL COPY. |
| Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | NO DOCUMENTS AVAILABLE TO THE PUBLIC. |
| Other Changes In Net Assets Or Fund Balances - Other Increases | GAAP REALZIED GAIN ON SALE OF INVESTMENT = $20187 |
| Other Changes In Net Assets Or Fund Balances - Other Decreases | TAX REALIZED GAIN ON SALE OF INVESTMENT = -$50655 |
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