BETHANY CENTER SENIOR HOUSING INC: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- BETHANY CENTER SENIOR HOUSING INC (EIN 95-2593423)
- Tax period
- 2018-04-01 to 2019-03-31
- Filed
- 2019-08-14
- IRS object ID
- 201932269349302178
- Schema version
- 2018v3.1
- 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 | 2019-08-14T17:26:31-05:00 | ReturnTs |
| Tax Period End | 2019-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910189318 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 SECOND STREET SUITE 900 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 952593423 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BETHANY CENTER SENIOR HOUSING INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BETH | BusinessNameControlTxt |
| Phone | 4158214515 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2185 N CALIFORNIA BLVD NO 215 | AddressLine1Txt |
| City | WALNUT CREEK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94596 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEVIN GERBER | PersonNm |
| Person Title | CEO/PRESIDENT | PersonTitleTxt |
| Phone | 4158214515 | PhoneNum |
| Signature | 2019-08-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TRACY S PAGLIA | PreparerPersonNm |
| PTIN | P00366884 | PTIN |
| Phone | 4159561500 | PhoneNum |
| Preparation | 2019-08-13 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 12.129.4.210 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-08-13 | IPDt |
| IP Tm | 16:22:15 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 5CFFA4F88D82A558D55235C1352BA080461F2336 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 38D2F50D294D7FF929294DC7DB19A49EB4956B3D | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | KEVIN GERBER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2185 N CALIFORNIA BLVD NO 215 | AddressLine1Txt |
| City | WALNUT CREEK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94596 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,726,834 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BETHANYCENTER.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1966 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE AFFORDABLE RENTAL HOUSING SERVICES FOR LOW-INCOME ELDERLY PERSONS IN SAN FRANCISCO. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 6 | TotalEmployeeCnt |
| Total Volunteers | 15 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,012,500 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,156,496 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $3,702,328 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$229 | PYInvestmentIncomeAmt |
| CY Investment Income | $937 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $11,069 | CYOtherRevenueAmt |
| PY Total Revenue | $2,156,267 | PYTotalRevenueAmt |
| CY Total Revenue | $4,726,834 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $326,078 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $100,821 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $688,335 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $570,873 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,194,907 | PYOtherExpensesAmt |
| CY Other Expenses | $3,390,631 | CYOtherExpensesAmt |
| PY Total Expenses | $2,209,320 | PYTotalExpensesAmt |
| CY Total Expenses | $4,062,325 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$53,053 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $664,509 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $18,998,750 | TotalAssetsBOYAmt |
| Total Assets EOY | $25,717,268 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $15,963,331 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $21,951,949 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,035,419 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,765,319 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROVIDE AFFORDABLE RENTAL HOUSING SERVICES FOR LOW-INCOME ELDERLY PERSONS IN SAN FRANCISCO. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,864,511 | ExpenseAmt |
| Grant | $100,821 | GrantAmt |
| Revenue | $3,702,328 | RevenueAmt |
| Desc | BETHANY CENTER SENIOR HOUSING, INC. OPERATES 133-UNIT APRATMENT PROJECT WITH 90% OF THE UNITS ELIGIBLE FOR LOW-INCOME ELDERLY AND 10% OF THE UNITS FOR DISABLED PERSONS IN SAN FRANCISCO, CA. | Desc |
| Total Program Service Expenses | $3,864,511 | 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 |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| 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 | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 22 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 6 | 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 | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | 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 | Yes (1) | 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 | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JON CASEY | PersonNm |
| Phone | 9259567400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2185 N CALIFORNIA BLVD STE 215 | AddressLine1Txt |
| City | WALNUT CREEK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94596 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 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 | Key EmployeeKeyEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| EMSLIE STEPHEN | ||||||||
| CHAIRMAN | 1.00 | 6.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CASE GORDON | ||||||||
| VICE CHAIRMAN | 1.00 | 7.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| SWHWARTE ELIZABETH | ||||||||
| VICE CHAIRMAN (THRU 4/2018) | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MATHAU SAM | ||||||||
| SECRETARY (THRU 4/2018) | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| D'ALESSANDRO JAMIE | ||||||||
| DIRECTOR | 1.00 | 6.00 | Yes (X) | $0 | $0 | $0 | ||
| LIPPERT LEE | ||||||||
| DIRECTOR | 1.00 | 6.00 | Yes (X) | $0 | $0 | $0 | ||
| LITTLE-WATERMAN SALLY | ||||||||
| DIRECTOR (THRU 8/2018) | 1.00 | 6.00 | Yes (X) | $0 | $0 | $0 | ||
| WAGSTAFF FRAN | ||||||||
| DIRECTOR | 1.00 | 6.00 | Yes (X) | $0 | $0 | $0 | ||
| MORRIS PETER | ||||||||
| DIRECTOR | 1.00 | 6.00 | Yes (X) | $0 | $0 | $0 | ||
| DONNELLY KEN | ||||||||
| DIRECTOR | 1.00 | 6.00 | Yes (X) | $0 | $0 | $0 | ||
| MARSHALL WINTHROP | ||||||||
| DIRECTOR | 1.00 | 6.00 | Yes (X) | $0 | $0 | $0 | ||
| LANYON BRUCE | ||||||||
| DIRECTOR | 1.00 | 6.00 | Yes (X) | $0 | $0 | $0 | ||
| CAMPBELL DEE ANN | ||||||||
| DIRECTOR (THRU 4/2018) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| GERBER KEVIN | ||||||||
| PRESIDENT, CEO | 0.50 | 39.50 | Yes (X) | $0 | $561,000 | $130,597 | ||
| JAMISON DIANA | ||||||||
| TREASURER, CFO | 0.30 | 39.70 | Yes (X) | $0 | $395,305 | $96,555 | ||
| CASEY JONATHAN | ||||||||
| SECRETARY/VP OF FINANCE | 2.00 | 38.00 | Yes (X) | $0 | $188,956 | $35,312 | ||
| TOBIN WILLIAM | ||||||||
| GENERAL COUNSEL (THRU 12/2018) | 1.10 | 38.90 | $0 | $356,952 | $54,160 | Yes (X) | ||
| MCMULLIN MARY | ||||||||
| CHIEF STRATEGY/ADV. OFFICER | 0.30 | 39.70 | $0 | $276,241 | $90,213 | Yes (X) | ||
| SCHAEFER RONALD | ||||||||
| CHIEF OPERATING OFFICER | 0.30 | 39.70 | $0 | $362,346 | $110,037 | Yes (X) | ||
| BRINTON PRAB | ||||||||
| VP HUMAN RESOURCES | 0.10 | 39.90 | $0 | $182,744 | $64,966 | Yes (X) | ||
| DANA CHRISTOPHER | ||||||||
| VP OF IT | 0.30 | 39.70 | $0 | $221,855 | $76,404 | Yes (X) | ||
| SULTAN KARIM | ||||||||
| VP OF AFFORDABLE HOUSING | 2.00 | 38.00 | $0 | $159,052 | $38,870 | Yes (X) | ||
| BROWN JERRY | ||||||||
| SR DIR OF AFFORDABLE HOUSING | 30.00 | 10.00 | $0 | $276,181 | $26,508 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $2,980,632 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $723,622 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALLIED UNIVERSAL SECURITY SERVICE | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 545 SANSOME STREET | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | SECURITY SERVICES | ServicesDesc |
| Compensation | $109,791 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $1,012,500 | RelatedOrganizationsAmt |
| Total Contributions | $1,012,500 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| HUD ASSISTANCE INCOME | 531390 | $3,130,312 | $3,130,312 |
| RENTAL INCOME | 531110 | $572,016 | $572,016 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $3,702,328 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $937 | TotalRevenueColumnAmt |
| Exclusion | $937 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| OTHER INCOME | 900099 | $10,970 | $10,970 |
| LAUNDRY & VENDING | 900099 | $99 | $99 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $11,069 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,726,834 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,702,328 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $12,006 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,821 | TotalAmt |
| Program Services | $100,821 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $485,426 | TotalAmt |
| Program Services | $455,869 | ProgramServicesAmt |
| Management And General | $29,557 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,193 | TotalAmt |
| Program Services | $46,193 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,951 | TotalAmt |
| Program Services | $4,951 | ProgramServicesAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,303 | TotalAmt |
| Program Services | $34,303 | ProgramServicesAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $114,912 | TotalAmt |
| Management And General | $114,912 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,020 | TotalAmt |
| Management And General | $19,020 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,325 | TotalAmt |
| Management And General | $34,325 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $828,328 | TotalAmt |
| Program Services | $828,328 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $467,396 | TotalAmt |
| Program Services | $467,396 | ProgramServicesAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,002 | TotalAmt |
| Program Services | $22,002 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $351,055 | TotalAmt |
| Program Services | $351,055 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,941 | TotalAmt |
| Program Services | $18,941 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $422,378 | TotalAmt |
| Program Services | $422,378 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,057,932 | TotalAmt |
| Program Services | $1,057,932 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,620 | TotalAmt |
| Program Services | $52,620 | ProgramServicesAmt |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,722 | TotalAmt |
| Program Services | $1,722 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,062,325 | TotalAmt |
| Program Services | $3,864,511 | ProgramServicesAmt |
| Management And General | $197,814 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,079 | BOYAmt |
| EOY | $1,133,081 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $41,517 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,810 | BOYAmt |
| EOY | $51,244 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $101,167 | BOYAmt |
| EOY | $64,949 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $23,461,825 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $294,538 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,131,032 | BOYAmt |
| EOY | $23,167,287 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $719,662 | BOYAmt |
| EOY | $1,259,190 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,998,750 | BOYAmt |
| EOY | $25,717,268 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $246,883 | BOYAmt |
| EOY | $459,991 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,683,231 | BOYAmt |
| EOY | $21,450,441 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,217 | BOYAmt |
| EOY | $41,517 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,963,331 | BOYAmt |
| EOY | $21,951,949 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,035,419 | BOYAmt |
| EOY | $3,765,319 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,035,419 | BOYAmt |
| EOY | $3,765,319 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,998,750 | BOYAmt |
| EOY | $25,717,268 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $664,509 | ReconcilationRevenueExpnssAmt |
| Prior Period Adjustments | $65,391 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | 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 | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus2 Years | $7,500 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $1,012,500 | CurrentTaxYearAmt |
| Total | $1,022,000 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,056,592 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,070,435 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,926,024 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,156,496 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,702,328 | CurrentTaxYearAmt |
| Total | $12,911,875 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,058,592 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,070,435 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,933,524 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,156,496 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,714,828 | CurrentTaxYearAmt |
| Total | $13,933,875 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $1,012,500 | CurrentTaxYearAmt |
| Total | $1,012,500 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $1,012,500 | CurrentTaxYearAmt |
| Total | $1,012,500 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $12,921,375 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $194 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $854 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $706 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $110 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $937 | CurrentTaxYearAmt |
| Total | $2,801 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $194 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $854 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $706 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $110 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $937 | CurrentTaxYearAmt |
| Total | $2,801 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $3,519 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $398,482 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $11,069 | CurrentTaxYearAmt |
| Total | $413,070 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,058,786 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,074,808 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,332,712 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,156,606 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,726,834 | CurrentTaxYearAmt |
| Total | $14,349,746 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.90050 | PublicSupportCY509Pct |
| Public Support PY509 | 0.96680 | PublicSupportPY509Pct |
| Investment Income CY | 0.00020 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00020 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III, SHORT YEAR EXPLANATION: | FormAndLineReferenceDesc |
| Explanation | THE 2014 COLUMN AND 2017 COLUMN ON SCHEDULE, A, PART III REFLECTS ACTIVITY FOR A SHORT PERIOD. BETHANY CENTER SENIOR HOUSING. INC. CHANGED ITS YEAR-END IN BOTH OF THESE YEARS, REQUIRING SHORT PERIOD TAX RETURNS TO BE FILED. | ExplanationTxt |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,514,327 | OtherCostOrOtherBasisAmt |
| Book Value | $6,514,327 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,951,927 | OtherCostOrOtherBasisAmt |
| Depreciation | $255,046 | DepreciationAmt |
| Book Value | $9,696,881 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $246,352 | OtherCostOrOtherBasisAmt |
| Depreciation | $39,492 | DepreciationAmt |
| Book Value | $206,860 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,749,219 | OtherCostOrOtherBasisAmt |
| Book Value | $6,749,219 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $23,167,287 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TENANT SECURITY DEPOSITS | Desc |
| Amt | $41,517 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $41,517 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE PROJECT APPLIES THE PROVISIONS OF ACCOUNTING STANDARDS CODIFICATION ("ASC") TOPIC 740-10, INCOME TAXES, RELATING TO ACCOUNTING FOR UNCERTAIN TAX POSITIONS. THE PROJECT RECOGNIZES THE TAX BENEFIT FROM UNCERTAIN TAX POSITIONS ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITIONS WILL BE SUSTAINED ON EXAMINATION BY THE TAX AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFIT IS MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE PROJECT RECOGNIZES INTEREST AND PENALTIES RELATED TO INCOME TAX MATTERS IN OPERATING EXPENSES. THE PROJECT HAD NO UNSETTLED TAX MATTERS AS OF MARCH 31, 2019. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BETHANY CENTER FOUNDATION OF SAN FRANCISCO | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2185 N CALIFORNIA BLVD SUITE 215 | AddressLine1Txt |
| City | WALNUT CREEK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94596 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 203282466 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $100,821 | CashGrantAmt |
| Purpose Of Grant | GENERAL SUPPORT | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ONLY GRANT PROVIDED IN THE CURRENT YEAR WAS TO THE BETHANY CENTER FOUNDATION OF SAN FRANCISCO, A SUPPORTING ORGANIZATION AS DEFINED BY IRS 509(A)(3) TO BETHANY CENTER SENIOR HOUSING. UNDER THE ARTICLES OF INCORPORATION, STATE AND FEDERAL LAW, BETHANY CENTER SENIOR HOUSING, INC. HAS THE ABILITY TO COMPEL AN ACCOUNTING AT ANY TIME. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | 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 | Yes (1) | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| GERBER KEVIN | ||||||||||||||
| PRESIDENT, CEO | $0 | $454,756 | $0 | $50,184 | $0 | $56,060 | $0 | $108,544 | $0 | $22,053 | $0 | $691,597 | $0 | $56,060 |
| JAMISON DIANA | ||||||||||||||
| TREASURER, CFO | $0 | $321,583 | $0 | $36,000 | $0 | $37,722 | $0 | $76,800 | $0 | $19,755 | $0 | $491,860 | $0 | $37,722 |
| CASEY JONATHAN | ||||||||||||||
| SECRETARY/VP OF FINANCE | $0 | $171,531 | $0 | $17,425 | $0 | $0 | $0 | $33,697 | $0 | $1,615 | $0 | $224,268 | $0 | $0 |
| TOBIN WILLIAM | ||||||||||||||
| GENERAL COUNSEL (THRU 12/2018) | $0 | $286,010 | $0 | $32,565 | $0 | $38,377 | $0 | $33,910 | $0 | $20,250 | $0 | $411,112 | $0 | $38,377 |
| MCMULLIN MARY | ||||||||||||||
| CHIEF STRATEGY/ADV. OFFICER | $0 | $250,187 | $0 | $26,054 | $0 | $0 | $0 | $57,016 | $0 | $33,197 | $0 | $366,454 | $0 | $0 |
| SCHAEFER RONALD | ||||||||||||||
| CHIEF OPERATING OFFICER | $0 | $324,546 | $0 | $37,800 | $0 | $0 | $0 | $75,008 | $0 | $35,029 | $0 | $472,383 | $0 | $0 |
| BRINTON PRAB | ||||||||||||||
| VP HUMAN RESOURCES | $0 | $167,744 | $0 | $15,000 | $0 | $0 | $0 | $38,049 | $0 | $26,917 | $0 | $247,710 | $0 | $0 |
| DANA CHRISTOPHER | ||||||||||||||
| VP OF IT | $0 | $184,991 | $0 | $18,206 | $0 | $18,658 | $0 | $43,995 | $0 | $32,409 | $0 | $298,259 | $0 | $18,658 |
| SULTAN KARIM | ||||||||||||||
| VP OF AFFORDABLE HOUSING | $0 | $145,048 | $0 | $14,004 | $0 | $0 | $0 | $27,954 | $0 | $10,916 | $0 | $197,922 | $0 | $0 |
| BROWN JERRY | ||||||||||||||
| SR DIR OF AFFORDABLE HOUSING | $0 | $276,181 | $0 | $0 | $0 | $0 | $0 | $26,237 | $0 | $271 | $0 | $302,689 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 4B | COVIA COMMUNITIES HAS A 457F PLAN FOR THE FOLLOWING INDIVIDUALS. THE PARTICIPANTS OF THE PLAN ARE THOSE EMPLOYEES WHO ARE ADMINISTRATORS AND OFFICERS OF COVIA COMMUNITIES AND ITS AFFILIATES. ADMINISTRATORS ARE THE EXECUTIVE DIRECTORS OF THE COMMUNITIES. FROM TIME TO TIME THE BOARD MAY DESIGNATE ADDITIONAL OFFICERS AND ADMINISTRATORS. KEVIN GERBER WILLIAM TOBIN RON SCHAEFER DIANA JAMISON CHRISTOPHER DANA MARY MCMULLIN PRAB BRINTON JONATHAN CASEY KARIM SULTAN |
| PART I, LINE 6 | COVIA COMMUNITIES MAINTAINS A SUCCESS SHARING PROGRAM FOR ALL EMPLOYEES, INCLUDING THE SENIOR EXECUTIVES, WHICH IS BASED UPON THE FOLLOWING FACTORS, IN DECREASING ORDER OF IMPORTANCE: 1. WHETHER COVIA COMMUNITIES IS MEETING ITS QUALITY BENCHMARKS IN DELIVERING SERVICES TO ITS RESIDENTS. THIS FACTOR IS DETERMINED BY THE QUALITY FIRST COMMITTEE OF THE BOARD OF DIRECTORS. THE PERFORMANCE MEASURES EVALUATED INCLUDE ITEMS SUCH AS THE RESIDENT SATISFACTION SURVEY, EMPLOYEE SATISFACTION SURVEY, TURNOVER, WORKERS COMPENSATION, AND FINANCIAL RESULTS. REGARDLESS OF ANY OF THE REMAINING FACTORS, NO INCENTIVES ARE PAID IF THE QUALITY MEASURE IS NOT MET. 2. THE AMOUNT OF ACTUAL NET OPERATING INCOME ACHIEVED COMPARED TO THE BUDGETED NET OPERATING INCOME. INCENTIVE PAYMENTS FUNDED, IF ANY, ARE BASED ON A SLIDING SCALE UP TO 40% OF THE PARTICIPANT'S BASE COMPENSATION DEPENDING UPON THE ACTUAL LEVEL OF PERFORMANCE. A MINIMUM LEVEL OF PERFORMANCE AGAINST BUDGET MUST BE ACHIEVED IN ORDER TO PAY OUT ANY INCENTIVES. 3. THE ACTUAL OCCUPANCY RATE ACHIEVED COMPARED TO THE BUDGETED OCCUPANCY RATE. A MINIMUM LEVEL OF PERFORMANCE AGAINST BUDGET MUST BE ACHIEVED IN ORDER TO PAY OUT ANY INCENTIVES. |
| SCHEDULE J, PART II, COLUMN C | ALL OF THE EMPLOYEES LISTED ON FORM 990 PART VII SECTION A--OFFICERS, DIRECTORS, TRUSTEES, KEY EMPLOYEES AND HIGHEST COMPENSATED EMPLOYEES--ARE EMPLOYED AND COMPENSATED BY COVIA COMMUNITIES. THE ORGANIZATION RELIED ON COVIA COMMUNITIES USING THE 3 METHODS DESCRIBED ON PART I, LINE 3 TO ESTABLISH OFFICER'S COMPENSATION. THE METHODS USED ARE: COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. COVIA COMMUNITIES REPORTS 100% OF THE INDIVIDUAL'S COMPENSATION ON W-2'S ISSUED BY COVIA COMMUNITIES. HOWEVER, SOME OF THESE EMPLOYEES ARE ASSIGNED DUTIES FOR OTHER RELATED ORGANIZATIONS (SEE SCHEDULE R FOR ADDITIONAL INFORMATION REGARDING THE RELATED ORGANIZATIONS). THE SALARIES REPORTED ON PART VII OF THE 990 AND SCHEDULE J ARE IN PART SUPPORTED THROUGH MANAGEMENT FEES REMITTED TO COVIA AFFORDABLE COMMUNITIES. SCHEDULE J, PART II, COLUMN C: THE AMOUNT REPORTED IN COLUMN C INCLUDES THE AMOUNT ACCRUED UNDER THE 457(F) PLAN FOR EACH PARTICIPANT DURING THE CURRENT YEAR. THIS AMOUNT WILL AGAIN BE REPORTED IN COLUMN F IN THE SUBSEQUENT YEAR IN WHICH THE AMOUNT BECOMES VESTED AND IS ACTUALLY PAID TO THE PARTICIPANT. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | THE ORGANIZATION CONTRACTED WITH COVIA AFFORDABLE COMMUNITIES TO PROVIDE PROPERTY MANAGEMENT, OPERATIONAL, AND ACCOUNTING SERVICES. |
| FORM 990, PART VI, SECTION A, LINE 6 | COVIA AFFORDABLE COMMUNITIES, A CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION IS THE SOLE MEMBER OF BETHANY CENTER SENIOR HOUSING, INC. |
| FORM 990, PART VI, SECTION A, LINE 7A | COVIA AFFORDABLE COMMUNITIES HAS THE RIGHT TO APPOINT AND REMOVE A MAJORITY OF DIRECTORS OF THE BETHANY CENTER SENIOR HOUSING, INC. BOARD, PROVIDED THAT COVIA AFFORDABLE COMMUNITIES SHALL ONLY MAKE APPOINTMENTS TO THE BETHANY CENTER SENIOR HOUSING, INC. BOARD FROM THE NOMINEES OF THE BETHANY CENTER SENIOR HOUSING, INC. NOMINATING COMMITTEE. |
| FORM 990, PART VI, SECTION A, LINE 7B | BETHANY CENTER SENIOR HOUSING, INC. BYLAWS MAY ONLY BE AMENDED UPON (A) THE APPROVAL OF A MAJORITY OF THE BETHANY CENTER SENIOR HOUSING, INC. BOARD AND (B) THE APPROVAL OF COVIA AFFORDABLE COMMUNITIES, AS BETHANY CENTER SENIOR HOUSING, INC.'S SOLE CORPORATE MEMBER. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE CFO, MANAGEMENT PERSONNEL, BOARD OF DIRECTORS, AND FINANCE COMMITTEE OF BETHANY CENTER SENIOR HOUSING, INC. REVIEW THE 990 INFORMATION RETURN BEFORE FILING WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | OFFICERS AND BOARD MEMBERS ARE ASKED ON AN ANNUAL BASIS IF THERE ARE ANY ACTIVITIES AND/OR AFFILIATIONS THAT WOULD POSE A CONFLICT WITH THEIR ABILITY TO SERVE ON THE BOARD OR ITEMS THAT THEY WILL NEED TO RECUSE THEMSELVES FROM VOTING. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION OF ALL EMPLOYEES OF BETHANY CENTER SENIOR HOUSING, INC. IS PAID BY ITS PARENT CORPORATION, COVIA AFFORDABLE COMMUNITIES. W2S/W3S ARE ISSUED BY COVIA AFFORDABLE COMMUNITIES. SENIOR MANAGEMENT EMPLOYEES LISTED IN PART VII ARE EMPLOYEES OF COVIA COMMUNITIES, A RELATED ORGANIZATION. THEY ARE PAID AND ISSUED W-2S BY COVIA COMMUNITIES. THE SALARIES REPORTED ON PART VII OF THE 990 AND SCHEDULE J ARE IN PART SUPPORTED THROUGH MANAGEMENT FEES REMITTED TO COVIA AFFORDABLE COMMUNITIES. COVIA COMMUNITIES USES AN INDEPENDENT CONSULTANT WHO ANALYZES AND REPORTS ON REASONABILITY OF COMPENSATION EVERY TWO YEARS. THE CONSULTANT IS INDEPENDENT OF MANAGEMENT AND REPORTS DIRECTLY TO THE CHAIRMAN OF THE BOARD. THE CONSULTANT REVIEWS AND PROVIDES A REPORT ON ANY ISSUES WITH THE COMPENSATION THE CEO AND/OR THE CFO RECEIVE INCLUDING ANY ISSUES AROUND EXCESS COMPENSATION. ADDITIONALLY, ALL KEY EXECUTIVES COMPENSATION ARE REVIEWED BY THE CONSULTANT. THIS REVIEW INCLUDES TOTAL CASH COMPENSATION AND BENEFITS INCLUDING RETIREMENT PLANS. EVERY YEAR, THE VICE PRESIDENT OF HUMAN RESOURCE REVIEWS THE COMPENSATION FOR ALL MANAGEMENT AGAINST MARKET ANALYSIS GUIDELINES AND RECOMMENDS CHANGES. THIS REVIEW ALSO INCLUDES A TEST OF BENEFITS AGAINST SIMILAR COMPANIES. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AT THE ADMINISTRATIVE OFFICE. |
| FORM 990, PART IX, LINE 11G | PEST CONTROL SERVICES: PROGRAM SERVICE EXPENSES 4,297. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,297. SECURITY SERVICES: PROGRAM SERVICE EXPENSES 252,328. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 252,328. ELEVATOR CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 12,377. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 12,377. OTHER FEES FOR SERVICES: PROGRAM SERVICE EXPENSES 559,326. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 559,326. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (12 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| COVIA AFFORDABLE COMMUNITIES | |||||||||||
| 2185 N CALIFORNIA BLVD SUITE 215 | WALNUT CREEK | CA | 94596 | 943382412 | PARENT ORGANIZATION FOR PGA: MANAGEMENT AND FUNDRAISING SUPPORT | CA | 501(C)(3) | LINE 12B, II | COVIA GROUP | 0 | |
| COVIA GROUP | |||||||||||
| 2185 N CALIFORNIA BLVD SUITE 215 | WALNUT CREEK | CA | 94596 | 941591805 | PARENT ORGANIZATION | CA | 501(C)(3) | LINE 12C, III-FI | 0 | N/A | |
| JENNINGS SENIOR HOUSING INC | |||||||||||
| 2185 N CALIFORNIA BLVD SUITE 215 | WALNUT CREEK | CA | 94596 | 113754507 | PROVIDE AFFORDABLE HOUSING TO ELDERLY AND DISABLED | CA | 501(C)(3) | LINE 10 | COVIA AFFORDABLE COMMUNITIES | 0 | |
| PRESIDIO GATE APARTMENTS | |||||||||||
| 2185 N CALIFORNIA BLVD SUITE 215 | WALNUT CREEK | CA | 94596 | 680012837 | PROVIDE AFFORDABLE HOUSING TO ELDERLY AND DISABLED | CA | 501(C)(3) | LINE 7 | COVIA AFFORDABLE COMMUNITIES | 0 | |
| OAK CENTER TOWERS | |||||||||||
| 2185 N CALIFORNIA BLVD SUITE 215 | WALNUT CREEK | CA | 94596 | 942148270 | AFFORDABLE SENIOR HOUSING | CA | 501(C)(3) | LINE 10 | COVIA AFFORDABLE COMMUNITIES | 0 | |
| LYTTON IV HOUSING CORPORATION | |||||||||||
| 2185 N CALIFORNIA BLVD SUITE 215 | WALNUT CREEK | CA | 94596 | 770324027 | AFFORDABLE SENIOR HOUSING | CA | 501(C)(3) | LINE 10 | COVIA AFFORDABLE COMMUNITIES | 0 | |
| COMMUNITY HOUSING INC | |||||||||||
| 2185 N CALIFORNIA BLVD SUITE 215 | WALNUT CREEK | CA | 94596 | 942264235 | AFFORDABLE SENIOR HOUSING/ ASSISTED LIVING | CA | 501(C)(3) | LINE 10 | COVIA AFFORDABLE COMMUNITIES | 0 | |
| COVIA COMMUNITIES | |||||||||||
| 2185 N CALIFORNIA BLVD SUITE 215 | WALNUT CREEK | CA | 94596 | 946130471 | PROVIDE AFFORDABLE HOUSING TO ELDERLY AND DISABLED PERSONS | CA | 501(C)(3) | LINE 10 | COVIA GROUP | 0 | |
| COVIA FOUNDATION | |||||||||||
| 2185 N CALIFORNIA BLVD SUITE 215 | WALNUT CREEK | CA | 94596 | 460502111 | SUPPORTING ORGANIZATION TO COVIA COMMUNITIES | CA | 501(C)(3) | LINE 12A, I | COVIA COMMUNITIES | 0 | |
| LYTTON GARDENS INC | |||||||||||
| 2185 N CALIFORNIA BLVD SUITE 215 | WALNUT CREEK | CA | 94596 | 942670036 | DORMANT | CA | 501(C)(3) | LINE 3 | COVIA GROUP | 0 | |
| SHIRES MEMORIAL CENTER | |||||||||||
| 180 N 4TH STREET | SAN JOSE | CA | 95112 | 941558214 | PROVIDE AFFORDABLE HOUSING TO ELDERLY PERSONS | CA | 501(C)(3) | LINE 10 | COVIA AFFORDABLE COMMUNITIES | 0 | |
| BETHANY CENTER FOUNDATION OF SAN FRANCISCO | |||||||||||
| 2185 N CALIFORNIA BLVD SUITE 215 | WALNUT CREEK | CA | 94596 | 203282466 | SUPPORTING ORGANIZATION TO BETHANY CENTER SENIOR HOUSING, INC. | CA | 501(C)(3) | LINE 12A, I | BETHANY CENTER SENIOR HOUSING INC | Yes (1) | |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OAK CENTERS LP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2185 N CALIFORNIA BLVD SUITE 215 | AddressLine1Txt |
| City | WALNUT CREEK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94596 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522456294 | EIN |
| Primary Activities | PROVIDE AFFORABLE HOUSING TO ELDERLY | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | 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 | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | 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 |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| BETHANY CENTER FOUNDATION OF SAN FRANCISCO | ||
| C | $1,012,500 | BOOK VALUE |
| BETHANY CENTER FOUNDATION OF SAN FRANCISCO | ||
| B | $100,821 | BOOK VALUE |
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