ESKATON PROPERTIES INCORPORATED: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- ESKATON PROPERTIES INCORPORATED (EIN 94-2906316)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-12-18
- IRS object ID
- 201833529349300828
- Schema version
- 2017v2.3
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-12-18T16:20:03-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 3121 W MARCH LN STE 200 | AddressLine1Txt |
| City | STOCKTON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 952192367 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 942906316 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ESKATON PROPERTIES INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ESKA | BusinessNameControlTxt |
| Phone | 9163340810 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5105 MANZANITA AVENUE | AddressLine1Txt |
| City | CARMICHAEL | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95608 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BILL PACE | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 9163340810 | PhoneNum |
| Signature | 2018-12-18 | 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 | 2099556100 | PhoneNum |
| Preparation | 2018-12-18 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 12.129.7.100 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-12-18 | IPDt |
| IP Tm | 16:17:16 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 68BC8D16007A635797B63211188E0ACDDC1C3CBF | AtSubmissionFilingDeviceId |
| 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) |
|---|---|---|
| Principal Officer | TODD S MURCH | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5105 MANZANITA AVENUE | AddressLine1Txt |
| City | CARMICHAEL | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95608 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $150,236,477 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ESKATON.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1983 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | TO ENHANCE THE QUALITY OF LIFE OF SENIORS THROUGH INNOVATIVE HEALTH, HOUSING AND SOCIAL SERVICES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 1644 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $2,960,891 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $274,143 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,241,942 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $97,407,701 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $98,792,030 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,485,677 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,756,839 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $99,167,521 | PYTotalRevenueAmt |
| CY Total Revenue | $106,790,811 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,333,385 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,064,090 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $58,731,124 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $55,684,238 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $35,613,607 | PYOtherExpensesAmt |
| CY Other Expenses | $37,292,016 | CYOtherExpensesAmt |
| PY Total Expenses | $95,678,116 | PYTotalExpensesAmt |
| CY Total Expenses | $95,040,344 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,489,405 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $11,750,467 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $145,835,251 | TotalAssetsBOYAmt |
| Total Assets EOY | $153,806,700 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $113,436,979 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $104,922,001 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $32,398,272 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $48,884,699 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE PRIMARY MISSION IS TO ENHANCE THE QUALITY OF LIFE OF SENIORS THROUGH INNOVATIVE HEALTH, HOUSING AND SOCIAL SERVICES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $38,118,894 | ExpenseAmt |
| Grant | $174,672 | GrantAmt |
| Revenue | $50,307,298 | RevenueAmt |
| Desc | HEALTH SERVICES: CONSISTS OF LICENSED SKILLED NURSING CARE CENTERS & A LICENSED HOME HEALTH AGENCY. IN SKILLED NURSING CARE CENTERS, THE STAFF OF THE CARE CENTER, THE DOCTOR AND THE RESIDENT/FAMILY ASSEMBLE A PLAN OF CARE, AND DEPENDING ON THE RESIDENT'S DIAGNOSIS, NEEDS & ABILITIES, THE PLAN MAY INCLUDE PHYSICAL, OCCUPATIONAL AND/OR SPEECH THERAPY. HOME HEALTH SERVICES INCLUDE REHABILITATIVE SERVICES FROM A PHYSICAL, OCCUPATIONAL OR SPEECH THERAPIST & SPECIALIZED CARE FROM A REGISTERED NURSE. CLIENTS ARE ASSURED OF SERVICES FROM A TRAINED PROFESSIONAL WHO HAS BEEN PRE-SCREENED & BACKGROUND-CHECKED. SKILLED NURSING RESIDENT DAYS: 143,075 / HOME HEALTH VISITS: 11,217. PLEASE VISIT THE ESKATON WEBSITE (WWW.ESKATON.ORG) FOR THE ESKATON ANNUAL REPORT. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $30,718,912 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $48,484,732 | RevenueAmt |
| Desc | RESIDENTIAL SERVICES: CONSISTS OF INDEPENDENT LIVING, ASSISTED LIVING, MEMORY CARE & CONTINUING CARE RETIREMENT COMMUNITIES. ALL LEVELS OF RESIDENTIAL SERVICES PROVIDE INTERIOR & EXTERIOR MAINTENANCE, AS WELL AS AN EMERGENCY RESPONSE SYSTEM. CONTINUING CARE RETIREMENT COMMUNITIES AFFORDS OLDER ADULTS THE OPPORTUNITY TO LIVE AMONG THEIR PEERS IN A COMFORTABLE ATTRACTIVE ENVIRONMENT. SOME COMMUNITIES OFFER ADDITIONAL SERVICES, SUCH AS, MEALS, RECREATIONAL ACTIVITIES, HOUSEKEEPING & ASSISTANCE WITH DAILY ACTIVITIES. CONTINUING CARE RETIREMENT LIVING RESIDENT DAYS: 150,609/ INDEPENDENT LIVING RESIDENT DAYS: 38,254 / ASSISTED LIVING & MEMORY CARE RESIDENT DAYS: 47,374. PLEASE VISIT THE ESKATON WEBSITE (WWW.ESKATON.ORG) FOR THE ESKATON ANNUAL REPORT. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,889,418 | ExpenseAmt |
| Grant | $1,889,418 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | GRANTS TO RELATED ORGANIZATIONS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $70,727,224 | 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 | Yes (1) | 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 | Yes (1) | 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 | Yes (1) | 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 | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| 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 | Yes (1) | 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 | 174 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1644 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | 0 | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARK JENKINS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9163395688 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5105 MANZANITA AVENUE | AddressLine1Txt |
| City | CARMICHAEL | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95608 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| AMY YOTOPOULOS | ||||||||
| BOARD MEMBER | 0.10 | 0.60 | Yes (X) | $0 | $0 | $0 | ||
| ANNE BURNS JOHNSON | ||||||||
| BOARD MEMBER | 0.10 | 0.60 | Yes (X) | $0 | $0 | $0 | ||
| LAWRENCE GARCIA | ||||||||
| BOARD MEMBER | 0.10 | 0.60 | Yes (X) | $0 | $0 | $0 | ||
| SUSAN DEMAROIS | ||||||||
| BOARD MEMBER | 0.10 | 0.60 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT EDMONDSON | ||||||||
| VICE CHAIR | 0.10 | 0.60 | Yes (X) | $0 | $0 | $0 | ||
| DOUG ELMETS | ||||||||
| BOARD MEMBER | 0.10 | 0.60 | Yes (X) | $0 | $0 | $0 | ||
| SAMUEL PEREZ | ||||||||
| BOARD MEMBER | 0.10 | 0.60 | Yes (X) | $0 | $0 | $0 | ||
| LISA YATES | ||||||||
| CHAIR | 0.10 | 0.60 | Yes (X) | $0 | $0 | $0 | ||
| PATRICIA MCFARLAND | ||||||||
| BOARD MEMBER | 0.10 | 0.60 | Yes (X) | $0 | $0 | $0 | ||
| KAREN ROBISON | ||||||||
| BOARD MEMBER | 0.10 | 0.60 | Yes (X) | $0 | $0 | $0 | ||
| SARAH STEENHAUSEN | ||||||||
| BOARD MEMBER | 0.10 | 0.60 | Yes (X) | $0 | $0 | $0 | ||
| TODD MURCH | ||||||||
| PRESIDENT & CEO | 40.00 | 14.00 | Yes (X) | $777,856 | $0 | $36,181 | Yes (X) | |
| BILL PACE | ||||||||
| CFO | 40.00 | 14.00 | $414,751 | $0 | $59,388 | Yes (X) | ||
| ELIZABETH DONOVAN | ||||||||
| SECRETARY | 40.00 | 14.00 | $418,559 | $0 | $116,516 | Yes (X) | ||
| DONNA GARRETT | ||||||||
| ASST. SECRETARY (THRU 5/1/17) | 40.00 | $97,597 | $0 | $12,801 | Yes (X) | |||
| SHERI PEIFER | ||||||||
| SR VP, INNOVATION & STRATEGY | 40.00 | $339,150 | $0 | $52,463 | Yes (X) | |||
| CHARLES GARCIA | ||||||||
| VP, INFORMATION & TECHNOLOGY | 40.00 | $235,810 | $0 | $23,640 | Yes (X) | |||
| TERRY ERVIN | ||||||||
| VP, RESIDENTIAL SERVICES | 40.00 | $179,310 | $0 | $4,857 | Yes (X) | |||
| STEPHEN FIFE | ||||||||
| EX DIR ESKATON CARE CENTER FAIR OAKS | 40.00 | $218,973 | $0 | $32,800 | Yes (X) | |||
| CATHY SAILOR | ||||||||
| EX DIR AFFORDABLE HOUSING | 40.00 | $192,461 | $0 | $17,003 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,874,467 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $355,649 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 49 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MORRISON MANAGEMENT SPECIALISTS | |||||
| 3939 WALNUT AVENUE | CARMICHAEL | CA | 95608 | DINING SERVICES | $2,993,654 |
| JOSH HECKMAN CONSTRUCTION INC | |||||
| 7333 ROSEVILLE ROAD SUITE 5 | SACRAMENTO | CA | 95842 | CONSTRUCTION | $991,761 |
| INTECH MECHANICAL COMPANY LLC | |||||
| 7501 GALILEE ROAD | ROSEVILLE | CA | 95678 | CONSTRUCTION | $941,813 |
| A TO Z CONSTRUCTION | |||||
| 7420 LEONARD AVENUE | CITRUS HEIGHTS | CA | 95610 | CONSTRUCTION | $501,205 |
| CARLOS KNORRE & SONS INC | |||||
| PO BOX 540 | CARMICHAEL | CA | 95609 | LANDSCAPE SERVICES | $297,790 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 21 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $3,538,573 | RelatedOrganizationsAmt |
| All Other Contributions | $703,369 | AllOtherContributionsAmt |
| Noncash Contributions | $639,000 | NoncashContributionsAmt |
| Total Contributions | $4,241,942 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| HEALTH RESIDENTIAL SVCS | 623000 | $86,700,023 | $86,700,023 | |
| EXTERNAL MGMT FEES | 623000 | $5,785,376 | $2,896,617 | $2,888,759 |
| PROGRAM RENTAL INCOME | 623000 | $3,628,729 | $3,628,729 | |
| AMORT OF DEF REVENUE | 623000 | $1,737,632 | $1,737,632 | |
| CCRC RESALE & TRANSFER | 623000 | $452,015 | $452,015 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $488,255 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $416,123 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $72,132 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $98,792,030 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,234,044 | TotalRevenueColumnAmt |
| Exclusion | $1,234,044 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $44,888,163 | SecuritiesAmt |
| Other | $1,080,298 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $42,520,617 | SecuritiesAmt |
| Other | $925,049 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,367,546 | SecuritiesAmt |
| Other | $155,249 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,522,795 | TotalRevenueColumnAmt |
| Exclusion | $2,522,795 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $106,790,811 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $95,831,139 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $2,960,891 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,756,839 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,064,090 | TotalAmt |
| Program Services | $2,064,090 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,836,786 | TotalAmt |
| Management And General | $1,836,786 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,924,036 | TotalAmt |
| Program Services | $32,295,525 | ProgramServicesAmt |
| Management And General | $10,628,511 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,590,565 | TotalAmt |
| Program Services | $6,453,247 | ProgramServicesAmt |
| Management And General | $1,137,318 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,332,851 | TotalAmt |
| Program Services | $2,522,848 | ProgramServicesAmt |
| Management And General | $810,003 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $496,583 | TotalAmt |
| Management And General | $496,583 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $101,010 | TotalAmt |
| Management And General | $101,010 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $351,338 | TotalAmt |
| Management And General | $351,338 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,733,624 | TotalAmt |
| Program Services | $5,333,669 | ProgramServicesAmt |
| Management And General | $1,399,955 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $589,483 | TotalAmt |
| Management And General | $589,483 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,016,926 | TotalAmt |
| Program Services | $1,010,283 | ProgramServicesAmt |
| Management And General | $1,006,643 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $739,889 | TotalAmt |
| Management And General | $739,889 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,402,458 | TotalAmt |
| Program Services | $2,605,872 | ProgramServicesAmt |
| Management And General | $796,586 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $448,957 | TotalAmt |
| Program Services | $110,891 | ProgramServicesAmt |
| Management And General | $338,066 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,797 | TotalAmt |
| Program Services | $9,432 | ProgramServicesAmt |
| Management And General | $84,365 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,225,828 | TotalAmt |
| Program Services | $2,551,860 | ProgramServicesAmt |
| Management And General | $673,968 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,338,213 | TotalAmt |
| Program Services | $5,831,524 | ProgramServicesAmt |
| Management And General | $506,689 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,486,699 | TotalAmt |
| Management And General | $1,486,699 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| ANCILLARY COSTS | $3,889,540 | $3,889,540 |
| QUALITY ASSURANCE FEES | $2,065,363 | $2,065,363 |
| FOOD FOR PATIENTS/RESID | $1,690,013 | $1,690,013 |
| MEDICAL SUPPLIES | $520,445 | $520,445 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,101,850 | TotalAmt |
| Program Services | $1,772,622 | ProgramServicesAmt |
| Management And General | $1,329,228 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $95,040,344 | TotalAmt |
| Program Services | $70,727,224 | ProgramServicesAmt |
| Management And General | $24,313,120 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,947,395 | BOYAmt |
| EOY | $14,209,774 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,212,947 | BOYAmt |
| EOY | $1,605,576 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,175,793 | BOYAmt |
| EOY | $8,623,249 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $168,721 | BOYAmt |
| EOY | $151,152 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $511,269 | BOYAmt |
| EOY | $630,261 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $176,872,026 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $123,094,320 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,994,938 | BOYAmt |
| EOY | $53,777,706 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,877,947 | BOYAmt |
| EOY | $58,694,637 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,202,873 | BOYAmt |
| EOY | $3,242,052 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,743,368 | BOYAmt |
| EOY | $12,872,293 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $145,835,251 | BOYAmt |
| EOY | $153,806,700 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,667,055 | BOYAmt |
| EOY | $6,949,966 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,716,832 | BOYAmt |
| EOY | $10,459,380 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,588,596 | BOYAmt |
| EOY | $70,902,243 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,421,221 | BOYAmt |
| EOY | $2,327,557 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,043,275 | BOYAmt |
| EOY | $14,282,855 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $113,436,979 | BOYAmt |
| EOY | $104,922,001 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,393,338 | BOYAmt |
| EOY | $48,879,240 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,934 | BOYAmt |
| EOY | $5,459 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,398,272 | BOYAmt |
| EOY | $48,884,699 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $145,835,251 | BOYAmt |
| EOY | $153,806,700 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $11,750,467 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $3,848,952 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | $699,399 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $187,609 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $427,517 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $228,919 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,369,122 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $274,143 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,241,942 | CurrentTaxYearAmt |
| Total | $7,541,643 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $86,199,575 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $88,497,234 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $89,788,765 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $95,273,282 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $95,831,139 | CurrentTaxYearAmt |
| Total | $455,589,995 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $86,627,092 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $88,726,153 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $92,157,887 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $95,547,425 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $100,073,081 | CurrentTaxYearAmt |
| Total | $463,131,638 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,704,038 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,779,247 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,475,255 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,131,189 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,119,184 | CurrentTaxYearAmt |
| Total | $15,208,913 | 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 Minus4 Years | $1,704,038 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,779,247 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,475,255 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,131,189 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,119,184 | CurrentTaxYearAmt |
| Total | $15,208,913 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $447,922,725 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,169,802 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,229,082 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,380,490 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,428,896 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,234,044 | CurrentTaxYearAmt |
| Total | $6,442,314 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $344,761 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $44,887 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $70,736 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $72,132 | CurrentTaxYearAmt |
| Total | $532,516 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,169,802 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,573,843 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,425,377 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,499,632 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,306,176 | CurrentTaxYearAmt |
| Total | $6,974,830 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $87,796,894 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $90,299,996 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $93,583,264 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $97,047,057 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $101,379,257 | CurrentTaxYearAmt |
| Total | $470,106,468 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.95280 | PublicSupportCY509Pct |
| Public Support PY509 | 0.96110 | PublicSupportPY509Pct |
| Investment Income CY | 0.01480 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01540 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | Yes (1) | AgentTrusteeEtcInd |
| Beginning Balance | $3,275,361 | BeginningBalanceAmt |
| Additions During Year | $965,191 | AdditionsDuringYearAmt |
| Distributions During Year | $1,678,153 | DistributionsDuringYearAmt |
| Ending Balance | $2,562,399 | EndingBalanceAmt |
| Incl Escrow Custodial Acct Liab | 0 | InclEscrowCustodialAcctLiabInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $1,830,000 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $9,116,702 | OtherCostOrOtherBasisAmt |
| Book Value | $10,946,702 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $83,623,966 | OtherCostOrOtherBasisAmt |
| Depreciation | $67,821,812 | DepreciationAmt |
| Book Value | $15,802,154 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $57,528,810 | OtherCostOrOtherBasisAmt |
| Depreciation | $35,997,185 | DepreciationAmt |
| Book Value | $21,531,625 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $23,877,685 | OtherCostOrOtherBasisAmt |
| Depreciation | $19,275,323 | DepreciationAmt |
| Book Value | $4,602,362 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $894,863 | OtherCostOrOtherBasisAmt |
| Book Value | $894,863 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $53,777,706 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (5 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| ASSOCIATE MEMBER/PATIENT DEPOSITS | $1,820,867 |
| DUE FROM RELATED PARTY | $9,464,276 |
| OTHER ASSETS | $494,996 |
| DUE FROM LIABILITY INSURER | $849,000 |
| UNFUNDED PENSION OBLIGATIONS | $243,154 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $12,872,293 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| SELF-INSURED WORKERS' COMP | $10,015,167 |
| PROFESSIONAL LIABILITY | $2,196,538 |
| ASSOCIATE MEMBER/PATIENT DEPOSITS | $1,820,867 |
| DUE TO RELATED PARTY | $170,581 |
| OTHER | $79,702 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $14,282,855 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 1B: | THE ORGANIZATION HOLDS RESIDENT FUNDS IN TRUST FOR SEVERAL COMMUNITIES. CCRC RESIDENTS WHO MOVE FROM INDEPENDENT TO ANOTHER LEVEL OF CARE ARE REQUIRED BY THEIR CONTRACT TO DEPOSIT IN AN ASSOCIATE MEMBERSHIP ACCOUNT UP TO $100,000 FROM THE PROCEEDS OF THE SALE OF THEIR INDEPENDENT MEMBERSHIP. RESIDENT TRUST AMOUNTS AT OTHER COMMUNITIES ARE VOLUNTARY AND FOR THE CONVENIENCE OF RESIDENTS. THE TRUST FUNDS ARE PRIMARILY HELD IN BANK ACCOUNTS OR INVESTMENT ACCOUNTS AND ARE RECONCILED MONTHLY. |
| PART X, LINE 2: | FASB ASC TOPIC 740, INCOME TAXES, PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR FINANCIAL STATEMENT DISCLOSURE OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN. RECOGNITION OF A TAX POSITION IS DETERMINED WHEN IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY THE TAXING AUTHORITIES, INCLUDING RESOLUTION OF ANY RELATED APPEALS OR LITIGATION PROCESSES. A TAX POSITION THAT MEETS THE MORE LIKELY THAN NOT RECOGNITION THRESHOLD IS MEASURED AT THE LARGEST AMOUNT OF BENEFIT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED UPON ULTIMATE SETTLEMENT WITH A TAXING AUTHORITY. ESKATON RECOGNIZES INTEREST AND PENALTIES RELATED TO INCOME TAX MATTERS IN OPERATING EXPENSES. AT DECEMBER 31, 2017 AND 2016, THERE WERE NO SUCH UNCERTAIN TAX POSITIONS. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | INVESTMENTS | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $3,312,076 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $3,312,076 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $3,312,076 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| ESKATON FOUNDATION | |||||||
| 5105 MANZANITA AVE | CARMICHAEL | CA | 95608 | 680227233 | 501(C)(3) | $1,314,308 | TO ASSIST WITH PROGRAMS |
| ESKATON | |||||||
| 5105 MANZANITA AVE | CARMICHAEL | CA | 95608 | 942906307 | 501(C)(3) | $575,110 | TO ASSIST WITH PROGRAMS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | 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 | GRANTS ARE TO RELATED ORGANIZATION WITH COMMON MANAGEMENT TO ASSIST WITH PROGRAM OPERATION EXPENSES. THE MANAGEMENT OF THE RELATED ORGANIZATIONS' OPERATIONS IS OVERSEEN BY THE FILING ORGANIZATION. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| 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 | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TODD MURCH | ||||||||||||||
| PRESIDENT & CEO | $513,330 | $0 | $176,920 | $0 | $87,606 | $0 | $8,100 | $0 | $28,081 | $0 | $814,037 | $0 | $0 | $0 |
| BILL PACE | ||||||||||||||
| CFO | $341,251 | $0 | $73,500 | $0 | $0 | $0 | $38,444 | $0 | $20,944 | $0 | $474,139 | $0 | $0 | $0 |
| ELIZABETH DONOVAN | ||||||||||||||
| SECRETARY | $343,559 | $0 | $75,000 | $0 | $0 | $0 | $104,962 | $0 | $11,554 | $0 | $535,075 | $0 | $0 | $0 |
| SHERI PEIFER | ||||||||||||||
| SR VP, INNOVATION & STRATEGY | $281,150 | $0 | $58,000 | $0 | $0 | $0 | $24,382 | $0 | $28,081 | $0 | $391,613 | $0 | $0 | $0 |
| CHARLES GARCIA | ||||||||||||||
| VP, INFORMATION & TECHNOLOGY | $235,810 | $0 | $0 | $0 | $0 | $0 | $22,329 | $0 | $1,311 | $0 | $259,450 | $0 | $0 | $0 |
| TERRY ERVIN | ||||||||||||||
| VP, RESIDENTIAL SERVICES | $164,310 | $0 | $15,000 | $0 | $0 | $0 | $4,049 | $0 | $808 | $0 | $184,167 | $0 | $0 | $0 |
| STEPHEN FIFE | ||||||||||||||
| EX DIR ESKATON CARE CENTER FAIR OAKS | $178,973 | $0 | $40,000 | $0 | $0 | $0 | $5,126 | $0 | $27,674 | $0 | $251,773 | $0 | $0 | $0 |
| CATHY SAILOR | ||||||||||||||
| EX DIR AFFORDABLE HOUSING | $190,221 | $0 | $2,240 | $0 | $0 | $0 | $5,820 | $0 | $11,183 | $0 | $209,464 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 4B | THE PLAN IS LIMITED TO KEY EMPLOYEES WHO ARE DESIGNATED BY THE BOARD OF DIRECTORS. THE EMPLOYEE BECOMES FULLY VESTED UPON THE EARLIER OF HIS/HER TERMINATION OF EMPLOYMENT, AT HIS/HER NORMAL RETIREMENT DATE OR HIS/HER COMPLETION OF 10 YEARS OF EXECUTIVE MANAGEMENT SERVICE. FINAL AVERAGE PAY IS CALCULATED BY AVERAGING THE ANNUAL COMPENSATION FOR THE THREE CONSECUTIVE YEARS OUT OF THE LAST TEN YEARS OF SENIOR EXECUTIVE MANAGEMENT SERVICE THAT RESULTS IN THE HIGHEST AVERAGE. TODD MURCH RECEIVED A PAYMENT FROM THE PLAN IN THE AMOUNT OF $87,606. BILL PACE, SHERI PEIFER AND CHARLES GARCIA PARTICIPATED IN THE PLAN DURING THE YEAR AND RECEIVED DISTRIBUTIONS OF $30,345, $16,282 AND $15,235 RESPECTIVELY WHICH WERE TRANSFERRED TO A QUALIFIED RETIREMENT PLAN. ELIZABETH DONOVAN PARTICIPATED IN THE PLAN DURING THE YEAR. |
| PART I, LINE 7 | THE CEO'S BONUS IS GIVEN AT THE DISCRETION OF THE BOARD OF DIRECTORS. ANY BONUSES GIVEN TO OTHER EMPLOYEES ARE GIVEN AT THE DISCRETION OF THE CEO. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| ABAG FINANCE AUTHORITY FOR NONPROFIT CORPORATIONS | ||||||||
| A | 943130123 | 00037CNC0 | 2013-09-17 | $19,200,000 | TO REFUND PRIOR ISSUE DATED 4/10/08, WHICH REFUNDED 1999 & 2000 ISSUES | 0 | 0 | 0 |
| ABAG FINANCE AUTHORITY FOR NONPROFIT CORPORATIONS | ||||||||
| B | 941485533 | 00037CUQ1 | 2013-06-06 | $55,568,973 | PROVIDE FUNDS TO REFUND PRIOR ISSUES DATED 05/15/08 | 0 | 0 | 0 |
| CALIFORNIA STATEWIDE COMMUNITIES DEVELOPMENT AUTHORITY | ||||||||
| C | 680164610 | 1307955V5 | 2012-05-22 | $39,890,381 | PROVIDE FUNDS TO REFUND PRIOR ISSUES DATED 2/10/05; FINANCE IMPROV. & EQUIP. | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | In Reserve FundInReserveFundAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $5,075,000 | $19,200,000 | $19,200,000 | 2013 | Yes (1) | 0 | Yes (1) | Yes (1) | |||
| B | $6,485,000 | $55,568,973 | $50,489,219 | 2013 | Yes (1) | 0 | Yes (1) | Yes (1) | $4,147,750 | $932,004 | |
| C | $5,970,000 | $40,183,124 | $27,611,770 | 2015 | Yes (1) | 0 | Yes (1) | Yes (1) | $3,762,412 | $732,658 | $8,085,284 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| B | 0 | Yes (1) | Yes (1) | Yes (1) | 0 | 0.00400 | 0.01000 | 0.01400 | Yes (1) | 0 | Yes (1) |
| C | 0 | Yes (1) | Yes (1) | Yes (1) | 0 | 0.00300 | 0.00300 | Yes (1) | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | Yes (1) | 0 | 0 | Yes (1) | 0 | 0 | 0 | Yes (1) |
| B | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| C | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| DATE REBATE COMPUTATION PERFORMED | ISSUER NAME: CALIFORNIA STATEWIDE COMMUNITIES DEVELOPMENT AUTHORITY DATE THE REBATE COMPUTATION WAS PERFORMED: 12/01/2017 |
| SCHEDULE K SUPPLENTAL INFORMATION | PART I, ISSUE A, COLUMN (E) - ISSUE PRICE: THE ISSUE PRICE REPORTED ON FORM 8038, PART III, LINE 21 BOX (B) WAS INCORRECTLY LISTED AS $23,500,000. THE CORRECT AMOUNT SHOULD HAVE BEEN $19,200,000. PART II, LINE 3, COLUMN C: TOTAL PROCEEDS EXCEED ISSUE PRICE BY $292,743 DUE TO INVESTMENT PROCEEDS EARNED DURING THE PROJECT PERIOD. |
Schedule M IRS990ScheduleM
Real Estate Residential RealEstateResidentialGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 5 | ContributionCnt |
| Noncash Contributions Rpt F990 | $639,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | SUBSEQUENT RESALE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 5 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE NUMBER LISTED IN COLUMN (B) REPRESENTS THE NUMBER OF ITEMS DONATED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE ORGANIZATION HAS ONE CORPORATE MEMBER. AS A SUBSIDIARY CORPORATION TO THE CORPORATE MEMBER, ALL OF THE ASSETS OF THE ORGANIZATION WOULD BE RECEIVED BY THE CORPORATE MEMBER UPON DISSOLUTION. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE ORGANIZATION'S SOLE CORPORATE MEMBER HAS THE POWER TO APPOINT ALL DIRECTORS OTHER THAN THE PRESIDENT OF THE CORPORATION. |
| FORM 990, PART VI, SECTION B, LINE 11B | DATA TO PREPARE THE 990 IS GATHERED BY THE DIRECTOR OF BUDGET AND FINANCIAL ANALYSIS. THE RETURN IS PREPARED BY A PROFESSIONAL ACCOUNTING FIRM AND REVIEWED BY THE DIRECTOR OF BUDGET AND FINANCIAL ANALYSIS, AS WELL AS THE CFO. THE FINAL 990 IS SIGNED BY THE CFO. |
| FORM 990, PART VI, SECTION B, LINE 12C | OFFICERS AND DIRECTORS ARE REQUIRED TO ANNUALLY DISCLOSE THEIR POTENTIAL CONFLICTS OF INTEREST. DIRECTORS ABSTAIN FROM VOTING AND DO NOT PARTICIPATE IN DISCUSSION OF BOARD ACTIONS RELATED TO POTENTIAL CONFLICTS OF INTEREST. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD OF DIRECTORS, USING A THIRD PARTY PROFESSIONAL CONSULTANT THAT GATHERS DATA FROM A WIDE RANGE OF COMPARABLE ORGANIZATIONS, REVIEWS AND APPROVES THE COMPENSATION FOR THE CEO AND CFO ANNUALLY. THE LAST REVIEW WAS IN JULY 2018. FOR THE COO AND OTHER HIGHLY COMPENSATED EMPLOYEES, COMPENSATION IS DETERMINED BY THE CEO BASED ON ANNUAL DATA FROM SURVEYS OF COMPARABLE ORGANIZATIONS. |
| FORM 990, PART VI, SECTION C, LINE 19 | ESKATON PROPERTIES INC'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE NOT ROUTINELY AVAILABLE TO THE PUBLIC. THE ESKATON PROPERTIES INC FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC THROUGH GUIDESTAR AND UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | PENSION VALUATION ADJUSTMENT 187,609. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (7 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ESKATON LODGE GRANITE BAY | |||||||||||
| 5105 MANZANITA AVENUE | CARMICHAEL | CA | 95608 | 941663809 | SENIOR RESIDENCES & SERVICES | CA | 501(C)(3) | LINE 10 | ESKATON | Yes (1) | |
| ESKATON VILLAGE GRASS VALLEY | |||||||||||
| 5105 MANZANITA AVENUE | CARMICHAEL | CA | 95608 | 943358174 | SENIOR RESIDENCES & SERVICES | CA | 501(C)(3) | LINE 10 | ESKATON | Yes (1) | |
| ESKATON VILLAGE ROSEVILLE | |||||||||||
| 5105 MANZANITA AVENUE | CARMICHAEL | CA | 95608 | 680472230 | SENIOR RESIDENCES & SERVICES | CA | 501(C)(3) | LINE 10 | ESKATON | Yes (1) | |
| ESKATON VILLAGE PLACERVILLE | |||||||||||
| 5105 MANZANITA AVENUE | CARMICHAEL | CA | 95608 | 270704516 | SENIOR RESIDENCES & SERVICES | CA | 501(C)(3) | LINE 10 | ESKATON | Yes (1) | |
| ESKATON | |||||||||||
| 5105 MANZANITA AVENUE | CARMICHAEL | CA | 95608 | 942906307 | SENIOR HOME-BASED SERVICES | CA | 501(C)(3) | LINE 10 | 0 | N/A | |
| ESKATON FOUNDATION | |||||||||||
| 5105 MANZANITA AVENUE | CARMICHAEL | CA | 95608 | 680227233 | FUNDRAISING | CA | 501(C)(3) | LINE 7 | ESKATON | Yes (1) | |
| ESKATON FOUNTAINWOOD LODGE | |||||||||||
| 5105 MANZANITA AVENUE | CARMICHAEL | CA | 95608 | 275246432 | SENIOR RESIDENCES & SERVICES | CA | 501(C)(3) | LINE 10 | ESKATON | Yes (1) | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| CALIFORNIA HEALTH CARE CONSULTANTS | |||||||||
| 5105 MANZANITA AVENUE | CARMICHAEL | CA | 95608 | 942761402 | LEASED EMPLOYEES FOR SENIOR RESIDENCES | CA | N/A | C | 0 |
| LIVABLE DESIGN | |||||||||
| 5105 MANZANITA AVENUE | CARMICHAEL | CA | 95608 | 942243808 | PROVIDE RESEARCH & DESIGN PRINCIPALS TO HOME BUILDERS | CA | N/A | C | 0 |
| 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 | Yes (1) | 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 | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (22 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| ESKATON FOUNDATION | ||
| B | $1,314,308 | FMV |
| ESKATON FOUNDATION | ||
| C | $225,624 | FMV |
| ESKATON VILLAGE GRASS VALLEY | ||
| C | $693,570 | FMV |
| ESKATON VILLAGE PLACERVILLE | ||
| C | $768,728 | FMV |
| ESKATON VILLAGE ROSEVILLE | ||
| C | $1,850,662 | FMV |
| ESKATON VILLAGE PLACERVILLE | ||
| D | $1,189,500 | EOY |
| ESKATON FOUNTAINWOOD LODGE | ||
| D | $5,790,197 | EOY |
| ESKATON LODGE GRANITE BAY | ||
| D | $2,076,235 | EOY |
| ESKATON FOUNDATION | ||
| L | $54,000 | FMV |
| ESKATON VILLAGE PLACERVILLE | ||
| L | $298,665 | FMV |
| ESKATON VILLAGE GRASS VALLEY | ||
| L | $528,648 | FMV |
| ESKATON FOUNTAINWOOD LODGE | ||
| L | $290,416 | FMV |
| ESKATON LODGE GRANITE BAY | ||
| L | $384,799 | FMV |
| ESKATON VILLAGE ROSEVILLE | ||
| L | $429,114 | FMV |
| ESKATON VILLAGE PLACERVILLE | ||
| Q | $2,473,001 | FMV |
| ESKATON FOUNTAINWOOD LODGE | ||
| Q | $3,711,300 | FMV |
| ESKATON LODGE GRANITE BAY | ||
| Q | $3,674,540 | FMV |
| ESKATON FOUNDATION | ||
| Q | $1,548,916 | FMV |
| ESKATON VILLAGE GRASS VALLEY | ||
| Q | $6,376,727 | FMV |
| ESKATON FOUNTAINWOOD LODGE | ||
| R | $900,000 | FMV |
| ESKATON LODGE GRANITE BAY | ||
| S | $1,297,910 | FMV |
| ESKATON VILLAGE ROSEVILLE | ||
| Q | $4,689,460 | FMV |
Comments