ELDER CARE ALLIANCE: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- ELDER CARE ALLIANCE (EIN 94-3260975)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2017-02-09
- IRS object ID
- 201720409349300512
- Schema version
- 2015v3.0
- 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 | 2017-02-09T09:15:25-06:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 910 E ST LOUIS 200/PO BOX 1190 | AddressLine1Txt |
| City | SPRINGFIELD | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 658062523 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 943260975 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELDER CARE ALLIANCE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % MARJORIE BAILEY | InCareOfNm |
| Business Name Control | ELDE | BusinessNameControlTxt |
| Phone | 5107692700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 MARINA VILLAGE PARKWAY STE 210 | AddressLine1Txt |
| City | ALAMEDA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94501 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARJORIE BAILEY | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Signature | 2016-10-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Brian D Todd | PreparerPersonNm |
| PTIN | P00422601 | PTIN |
| Phone | 4178658701 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ADRIENE IVERSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 MARINA VILLAGE PKWY 210 | AddressLine1Txt |
| City | ALAMEDA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,462,475 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ELDERCAREALLIANCE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1996 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | SERVES AND ENRICHES THE PHYSICAL, EMOTIONAL AND SPIRITUAL WELL-BEING OF OLDER ADULTS THROUGH 4 CARE COMMUNITIES IN CA AND A CARE COORDINATION PROGRAM. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 27 | TotalEmployeeCnt |
| Total Volunteers | 14 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $271,930 | PYContributionsGrantsAmt |
| CY Contributions Grants | $307 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $3,161,069 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $3,076,856 | CYProgramServiceRevenueAmt |
| PY Investment Income | $107,928 | PYInvestmentIncomeAmt |
| CY Investment Income | $102,703 | CYInvestmentIncomeAmt |
| PY Other Revenue | $784,231 | PYOtherRevenueAmt |
| CY Other Revenue | $211,390 | CYOtherRevenueAmt |
| PY Total Revenue | $4,325,158 | PYTotalRevenueAmt |
| CY Total Revenue | $3,391,256 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,906,083 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,822,571 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,670,379 | PYOtherExpensesAmt |
| CY Other Expenses | $1,164,859 | CYOtherExpensesAmt |
| PY Total Expenses | $3,577,462 | PYTotalExpensesAmt |
| CY Total Expenses | $2,987,430 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $747,696 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $403,826 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $17,819,773 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,442,374 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $18,352,640 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $16,184,105 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$532,867 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,258,269 | NetAssetsOrFundBalancesEOYAmt |
| Mission | AN ORGANIZATION COMMITTED TO SERVING AND ENRICHING THE PHYSICAL, EMOTIONAL, AND SPIRITUAL WELL-BEING OF OLDER ADULTS THROUGH A NETWORK OF PROFESSIONAL, FAITH-CENTERED CARE COMMUNITIES AND SERVICES. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,577,300 | ExpenseAmt |
| Revenue | $2,757,480 | RevenueAmt |
| Desc | ELDER CARE ALLIANCE MANAGES 4 CARE COMMUNITIES FOR OLDER ADULTS IN CALIFORNIA. COMMITTED TO THE SPIRITUAL TRADITIONS OF OUR SPONSORS, THE SISTERS OF MERCY OF THE AMERICAS WEST MIDWEST COMMUNITY, INC., A DIVISION OF THE SISTERS OF MERCY OF THE AMERICAS, A RELIGIOUS INSTITUTE AND PUBLIC JURIDIC PERSON OF THE ROMAN CATHOLIC CHURCH AND THE SIERRA PACIFIC SYNOD OF THE EVANGELICAL LUTHERAN CHURCH IN AMERICA, ELDER CARE ALLIANCE PROVIDES CARE FOR THE ELDERLY, REGARDLESS OF CULTURAL BACKGROUND, RELIGIOUS AFFILIATION, SEXUAL ORIENTATION, OR ECONOMIC MEANS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $255,396 | ExpenseAmt |
| Revenue | $319,376 | RevenueAmt |
| Desc | THE ELDER CARE ALLIANCE CARE COORDINATION PROGRAM IS DESIGNED TO ASSIST RELIGIOUS CONGREGATIONS AND DIOCESES IN PLANNING FOR HEALTH AND LONG TERM CARE NEEDS OF MEMBERS. CARE COORDINATORS ARE SKILLED PROFESSIONALS, TRAINED IN GERONTOLOGY, SOCIAL WORK, NURSING AND/OR COUNSELING, WHO COORDINATE FOR APPROPRIATE HEALTH AND PSYCHOSOCIAL SERVICES, WHICH ARE MADE AVAILABLE TO AND UTILIZED BY INDIVIDUAL MEMBERS. CARE COORDINATORS PERFORM A VARIETY OF FUNCTIONS BASED ON THE NEEDS OF A PARTICULAR COMMUNITY OR DIOCESE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,832,696 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 36 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 27 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARJORIE BAILEY | PersonNm |
| Phone | 5107692758 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 MARINA VILLAGE PARKWAY SUITE | AddressLine1Txt |
| City | ALAMEDA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94501 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (22 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 | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| CHRISTINE WHELAN | |||||||||
| SECRETARY ENDING 11/15/CHAIR | 4.0 | 7.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| SISTER KATHLEEN KEARNEY | |||||||||
| CHAIR ENDING 11/15/SECRETARY | 4.0 | 7.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| VERN STIGGE | |||||||||
| VICE CHAIR | 4.0 | 7.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DENISE ALLEN | |||||||||
| DIRECTOR | 2.0 | 3.0 | Yes (X) | $0 | $0 | $0 | |||
| JESSE BEAN | |||||||||
| DIRECTOR | 2.0 | 3.0 | Yes (X) | $0 | $0 | $0 | |||
| LYNNE KATZMANN | |||||||||
| DIRECTOR | 2.0 | 3.0 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL TELLEEN | |||||||||
| DIRECTOR | 2.0 | 3.0 | Yes (X) | $0 | $0 | $0 | |||
| TRACY JENSEN | |||||||||
| DIRECTOR | 2.0 | 3.0 | Yes (X) | $0 | $0 | $0 | |||
| GREGG LEDERMAN | |||||||||
| DIRECTOR ENDING 01/2016 | 2.0 | 3.0 | Yes (X) | $0 | $0 | $0 | |||
| RAJA SEKARAN | |||||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| RAHUL JOGLEKAR | |||||||||
| DIRECTOR | 2.0 | 3.0 | Yes (X) | $0 | $0 | $0 | |||
| SR PHYLLIS HUGHES | |||||||||
| DIRECTOR | 2.0 | 3.0 | Yes (X) | $0 | $0 | $0 | |||
| HUGH VAN NESS | |||||||||
| DIRECTOR ENDING 10/2015 | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| LORI PETERSON | |||||||||
| DIRECTOR ENDING 8/2015 | 2.0 | 3.0 | Yes (X) | $0 | $0 | $0 | |||
| ADRIENE IVERSON | |||||||||
| CHIEF EXECUTIVE OFFICER | 40.0 | 7.0 | Yes (X) | $311,888 | $0 | $11,739 | |||
| MARJORIE BAILEY | |||||||||
| CHIEF FINANCIAL OFFICER | 40.0 | 7.0 | Yes (X) | $291,405 | $0 | $2,297 | |||
| CHERYL MACGREGOR | |||||||||
| HR DEPARTMENT HEAD | 40.0 | 0.0 | $208,538 | $0 | $15,493 | Yes (X) | |||
| STEVEN WALKER | |||||||||
| IT DEPARTMENT HEAD | 40.0 | 0.0 | $144,143 | $0 | $3,089 | Yes (X) | |||
| GORDON PHIL ALTMAN | |||||||||
| OPERATIONS DIRECTOR | 20.0 | 20.0 | $104,997 | $74,826 | $15,021 | Yes (X) | |||
| JULIE PODEWITZ | |||||||||
| VICE PRESIDENT OF MARKETING | 40.0 | 0.0 | $101,798 | $0 | $5 | Yes (X) | |||
| CARMEL DOLCINE | |||||||||
| CLINICAL SERVICES DIRECTOR | 40.0 | 0.0 | $149,586 | $0 | $540 | Yes (X) | |||
| JESSE JANTZEN | |||||||||
| FORMER CHIEF EXECUTIVE OFFICER | 0.0 | 0.0 | $136,461 | $0 | $5,726 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,448,816 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $74,826 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $53,910 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 8 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BSREP MARINA | |||||
| VILLAGE OWNER | SAN FRANCISCO | CA | 94139 | PROP LEASE | $239,278 |
| IMAGINATION PUBLISHING | |||||
| INC | CHICAGO | IL | 60661 | MARKETING | $235,800 |
| BKD | |||||
| LLP | SPRINGFIELD | MO | 65801 | AUDIT AND TAX | $117,637 |
| DANIELS | |||||
| JANICE C | WALNUT CREEK | CA | 94596 | CONSULTING | $109,903 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $307 | AllOtherContributionsAmt |
| Total Contributions | $307 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MANAGEMENT FEE INCOME | 551112 | $2,757,480 | $2,757,480 |
| CARE COORDINATION | 621610 | $319,254 | $319,254 |
| OTHER REVENUE | 900099 | $122 | $122 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $3,076,856 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $173,922 | TotalRevenueColumnAmt |
| Exclusion | $173,922 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $71,219 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -$71,219 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$71,219 | TotalRevenueColumnAmt |
| Exclusion | -$71,219 | ExclusionAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GAIN FROM INVESTMENT POOLS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $211,390 | TotalRevenueColumnAmt |
| Exclusion | $211,390 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $211,390 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,391,256 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,076,856 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $314,093 | 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 | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $617,329 | TotalAmt |
| Program Services | $316,068 | ProgramServicesAmt |
| Management And General | $301,261 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $142,187 | TotalAmt |
| Program Services | $72,799 | ProgramServicesAmt |
| Management And General | $69,388 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $717,410 | TotalAmt |
| Program Services | $367,309 | ProgramServicesAmt |
| Management And General | $350,101 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,354 | TotalAmt |
| Program Services | $10,611 | ProgramServicesAmt |
| Management And General | $51,743 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $121,456 | TotalAmt |
| Program Services | $91,279 | ProgramServicesAmt |
| Management And General | $30,177 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $161,835 | TotalAmt |
| Program Services | $95,224 | ProgramServicesAmt |
| Management And General | $66,611 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,498 | TotalAmt |
| Program Services | $2,275 | ProgramServicesAmt |
| Management And General | $44,223 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,463 | TotalAmt |
| Management And General | $6,463 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,443 | TotalAmt |
| Management And General | $44,443 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $415,332 | TotalAmt |
| Program Services | $397,957 | ProgramServicesAmt |
| Management And General | $17,375 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,237 | TotalAmt |
| Management And General | $3,237 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $221,614 | TotalAmt |
| Program Services | $187,343 | ProgramServicesAmt |
| Management And General | $34,271 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,574 | TotalAmt |
| Program Services | $6,556 | ProgramServicesAmt |
| Management And General | $18 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,237 | TotalAmt |
| Program Services | $3,694 | ProgramServicesAmt |
| Management And General | $5,543 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,067 | TotalAmt |
| Program Services | $38,696 | ProgramServicesAmt |
| Management And General | $11,371 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,149 | TotalAmt |
| Program Services | $26,637 | ProgramServicesAmt |
| Management And General | $28,512 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,895 | TotalAmt |
| Management And General | $26,895 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $210,778 | TotalAmt |
| Program Services | $170,123 | ProgramServicesAmt |
| Management And General | $40,655 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,670 | TotalAmt |
| Program Services | $23,947 | ProgramServicesAmt |
| Management And General | $5,723 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| RECRUITING & RETENTION | $32,824 | $21,676 | $11,148 |
| LICENSES, DUES, SUBSRIPTIONS | $6,078 | $502 | $5,576 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,987,430 | TotalAmt |
| Program Services | $1,832,696 | ProgramServicesAmt |
| Management And General | $1,154,734 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,023,974 | BOYAmt |
| EOY | $1,698,002 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,718,537 | BOYAmt |
| EOY | $2,684,714 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $115,428 | BOYAmt |
| EOY | $129,450 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,160,318 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $874,405 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $476,407 | BOYAmt |
| EOY | $285,913 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,336,403 | BOYAmt |
| EOY | $13,515,110 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,392 | BOYAmt |
| EOY | $8,392 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $140,632 | BOYAmt |
| EOY | $120,793 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,819,773 | BOYAmt |
| EOY | $18,442,374 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,410,469 | BOYAmt |
| EOY | $1,041,724 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,854 | BOYAmt |
| EOY | $21,129 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,481,452 | BOYAmt |
| EOY | $5,148,101 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,416,865 | BOYAmt |
| EOY | $9,973,151 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,352,640 | BOYAmt |
| EOY | $16,184,105 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$534,163 | BOYAmt |
| EOY | $2,194,043 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,296 | BOYAmt |
| EOY | $64,226 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$532,867 | BOYAmt |
| EOY | $2,258,269 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,819,773 | BOYAmt |
| EOY | $18,442,374 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $403,826 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $84,047 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $2,303,263 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type2 | Yes (X) | SupportingOrgType2Ind |
| Supported Organizations | 6 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (6 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| SALEM LUTHERAN HOME ASSOCIATION OF THE BAY CITIES | ||||
| 940831870 | 9 | Yes (true) | $0 | $0 |
| MERCY RETIREMENT AND CARE CENTER | ||||
| 941156579 | 9 | Yes (true) | $0 | $0 |
| ELDER CARE ALLAINCE OF CAMARILLO | ||||
| 943351613 | 9 | Yes (true) | $0 | $0 |
| ELDER CARE ALLIANCE OF SAN FRANCISCO | ||||
| 943351615 | 9 | Yes (true) | $0 | $0 |
| ELDER CARE ALLIANCE OF SAN RAFAEL | ||||
| 760730971 | 9 | Yes (true) | $0 | $0 |
| ELDER CARE ALLIANCE OF UNION CITY | ||||
| 943377985 | 9 | Yes (true) | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 6 | SupportedOrganizationsTotalCnt |
| Support Sum | $0 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | false | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | false | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | false | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | false | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | false | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | false | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | false | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | false | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | false | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | false | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | false | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | false | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | false | ContributionControllerInd |
| Contribution Family | false | ContributionFamilyInd |
| Contribution35 Controlled | false | Contribution35ControlledInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Majority Dir Trst Supported Org | Yes (true) | MajorityDirTrstSupportedOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART IV, SECTION A, LINE 1 | FormAndLineReferenceDesc |
| Explanation | SUPPORTED ORGANIZATIONS NAMED IN THE GOVERNING DOCUMENTS: ELDER CARE ALLIANCE HAS SIX SUPPORTED ORGANIZATIONS. THE GROUP OF SUPPORTED ORGANIZATIONS ARE NOT NAMED IN THE GOVERNING DOCUMENTS OF THE ORGANIZATION, HOWEVER THEY ARE REFERRED TO AS "THE SYSTEM", WHICH IS THE HISTORIC TERM USED TO ENCOMPASS ALL SIX OF THE SUPPORTED ORGANIZATIONS INCLUDING MERCY RETIREMENT AND CARE CENTER, SALEM LUTHERAN HOME ASSOCIATION OF THE BAY CITIES, ELDER CARE ALLIANCE OF CAMARILLO, ELDER CARE ALLIANCE OF SAN FRANCISCO, ELDER CARE ALLIANCE OF SAN RAFAEL, AND ELDER CARE ALLIANCE OF UNION CITY. | ExplanationTxt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp | |
| Total Direct Lobbying | TotalDirectLobbyingGrp | |
| Total Lobbying Expend | TotalLobbyingExpendGrp | |
| Other Exempt Purpose Expend | OtherExemptPurposeExpendGrp | |
| Total Exempt Purpose Expend | TotalExemptPurposeExpendGrp | |
| Lobbying Nontaxable Amount | LobbyingNontaxableAmountGrp | |
| Grassroots Nontaxable | GrassrootsNontaxableGrp | |
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp | |
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | false | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | false | DirectContactLegislatorsInd |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | Yes (true) | OtherActivitiesInd |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE C, PART II-B, LINE 1I | FormAndLineReferenceDesc |
| Explanation | OTHER LOBBYING ACTIVITIES: THE ORGANIZATION IS A MEMBER OF SEVERAL ORGANIZATIONS WHOSE PURPOSE IS TO DIRECT, DEVELOP, OR AFFECT PUBLIC POLICY AND LEGISLATION WITH REGARDS TO HEALTHCARE ISSUES. THE AMOUNT SPENT ON DUES ALLOCABLE TO LOBBYING ACTIVITIES IS NOT SPECIFICALLY KNOWN; HOWEVER, SUCH AMOUNTS ARE INSUBSTANTIAL. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp | |
| Land | LandGrp | |
| Buildings | BuildingsGrp |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $354,017 | OtherCostOrOtherBasisAmt |
| Depreciation | $298,378 | DepreciationAmt |
| Book Value | $55,639 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $806,301 | OtherCostOrOtherBasisAmt |
| Depreciation | $576,027 | DepreciationAmt |
| Book Value | $230,274 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildingsGrp | |
| Total Book Value Land Buildings | $285,913 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO RELATED PARTY | Desc |
| Amt | $9,973,151 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $9,973,151 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $681,669 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $84,047 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $84,047 | RevenueNotReportedAmt |
| Revenue Subtotal | $597,622 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $44,443 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $2,749,191 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $2,793,634 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,391,256 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $256,726 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | -$2,686,261 | OtherExpensesIncludedAmt |
| Expenses Not Reported | -$2,686,261 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,942,987 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $44,443 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $44,443 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,987,430 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PART X, LINE 2 | UNCERTAIN TAX POSITIONS: MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. |
| SCHEDULE D, PART XI, LINE 4B | AMOUNTS INCLUDED ON FORM 990, PART VIII, LINE 12, BUT NOT ON LINE 1: $ 2,757,480 MANAGEMENT FEE INCOME 62,930 TEMPORARILY RESTRICTED INVESTMENT INCOME ( 71,219) LOSS ON SALE OF EQUIPMENT ----------- $ 2,749,191 |
| SCHEDULE D, PART XII, LINE 2D | AMOUNTS INCLUDED ON LINE 1 BUT NOT ON FORM 990, PART IX, LINE 25: $( 2,757,480) MANAGEMENT FEE INCOME 71,219 LOSS ON SALE OF EQUIPMENT ------------ $( 2,686,261) |
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 | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | Yes (true) | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ADRIENE IVERSON | ||||||||||||||
| CHIEF EXECUTIVE OFFICER | $292,131 | $0 | $19,307 | $0 | $450 | $0 | $5,109 | $0 | $6,630 | $0 | $323,627 | $0 | $0 | $0 |
| MARJORIE BAILEY | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $265,925 | $0 | $24,190 | $0 | $1,290 | $0 | $2,229 | $0 | $68 | $0 | $293,702 | $0 | $0 | $0 |
| JESSE JANTZEN | ||||||||||||||
| FORMER CHIEF EXECUTIVE OFFICER | $136,369 | $0 | $0 | $0 | $92 | $0 | $1,599 | $0 | $4,127 | $0 | $142,187 | $0 | $0 | $0 |
| CHERYL MACGREGOR | ||||||||||||||
| HR DEPARTMENT HEAD | $192,472 | $0 | $12,256 | $0 | $3,810 | $0 | $8,692 | $0 | $6,801 | $0 | $224,031 | $0 | $0 | $0 |
| GORDON PHIL ALTMAN | ||||||||||||||
| OPERATIONS DIRECTOR | $104,871 | $74,700 | $0 | $0 | $126 | $126 | $0 | $0 | $7,801 | $7,220 | $112,798 | $82,046 | $0 | $0 |
| CARMEL DOLCINE | ||||||||||||||
| CLINICAL SERVICES DIRECTOR | $144,402 | $0 | $4,929 | $0 | $255 | $0 | $0 | $0 | $540 | $0 | $150,126 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE J, PART I, LINE 6A | FormAndLineReferenceDesc |
| Explanation | BONUS PAYMENTS: OFFICERS OF THE ORGANIZATION ARE ELIGIBLE TO RECEIVE BONUS PAYMENTS BASED ON AN INDIVIDUAL INCENTIVE COMPENSATION PLAN THAT IS MADE AT THE BEGINNING OF THE FISCAL YEAR. THE BONUSES ARE BASED ON FINANCIAL, QUALITY, SAFETY, PERSONAL, AND VARIOUS OTHER GOALS, AND TARGETS AND POTENTIAL BONUS PERCENTAGES ARE DETERMINED WHEN THE INCENTIVE PLAN IS DEVELOPED EACH YEAR. THE FINANCIAL GOALS FOR MANY OF THE OFFICERS INCLUDE MEETING OR EXCEEDING A NET EARNINGS PERCENTAGE. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6, 7A, & 7B | MEMBERS: ELDER CARE ALLIANCE HAS TWO CORPORATE MEMBERS: 1. THE SISTERS OF MERCY OF THE AMERICAS WEST MIDWEST COMMUNITY, INC., A DIVISION OF THE SISTERS OF MERCY OF THE AMERICAS, A RELIGIOUS INSTITUTE AND PUBLIC JURIDIC PERSON OF THE ROMAN CATHOLIC CHURCH. 2. THE SIERRA PACIFIC SYNOD OF THE EVANGELICAL LUTHERAN CHURCH IN AMERICA - A FELLOWSHIP OF CONGREGATIONS, MINISTRIES, AND INSTITUTIONS IN NORTHERN CALIFORNIA AND NORTHERN NEVADA. APPOINTMENT OF DIRECTORS: THE BOARD OF DIRECTORS OF THE CORPORATION SHALL INCLUDE FOURTEEN (14) INDIVIDUALS APPOINTED IN ACCORDANCE WITH THE FOLLOWING: (I) FIVE (5) INDIVIDUALS APPOINTED BY THE CORPORATE MEMBER, SIERRA PACIFIC SYNOD; (II) FIVE (5) INDIVIDUALS APPOINTED BY THE CORPORATE MEMBER, THE SISTERS OF MERCY. (III)IN ADDITION TO THE INDIVIDUALS APPOINTED PURSUANT TO SUBPARAGRAPHS (I) AND (II) ABOVE, A MAXIMUM OF TWO (2) INDIVIDUALS JOINTLY APPOINTED BY THE CORPORATE MEMBERS, SIERRA PACIFIC SYNOD AND THE WEST MIDWEST COMMUNITY; AND (IV) TWO (2) INDIVIDUALS NOMINATED BY DIGNITY HEALTH (DH) AND APPOINTED BY THE INDIVIDUALS NAMED PURSUANT TO SUBPARAGRAPHS (I), (II) AND (III) ABOVE, WHICH INDIVIDUALS MAY BE, BUT SHALL NOT BE REQUIRED TO BE, EMPLOYEES OF DH AND WHO SHALL HAVE THE SAME FIDUCIARY DUTIES, INCLUDING THE DUTIES OF LOYALTY AND CARE, TO THE CORPORATION AS EVERY OTHER MEMBER OF THE BOARD (INDIVIDUALLY, A "DH DIRECTOR COLLECTIVELY, THE "DH DIRECTORS"). APPROVAL RIGHTS OF CORPORATE MEMBERS: 1. THE FOLLOWING ACTIONS OF ELDER CARE ALLIANCE (THE "CORPORATION") SHALL NOT BE IMPLEMENTED WITHOUT THE APPROVAL OF THE CORPORATE MEMBERS: (A) ADOPTION OR AMENDMENT OF PHILOSOPHY, MISSION AND VALUES STATEMENT OF THE CORPORATION; (B) APPROVAL OF LONG RANGE AND STRATEGIC PLANS OF THE CORPORATION AND ITS SUBSIDIARIES AND AFFILIATES; (C) REORGANIZATION, DISSOLUTION, MERGER, CONSOLIDATION, CHANGE OF CONTROL, ADMISSION OF NEW MEMBERS OR OTHER AFFILIATION OF ANY MANNER OF THE CORPORATION OR ANY OF ITS SUBSIDIARIES; (D) ANY CHANGE IN THE ARTICLES OF INCORPORATION OR BYLAWS OF THE CORPORATION; (E) ADOPTION OF AND ANY CHANGE IN CHARITY CARE POLICIES OF THE CORPORATION OR ANY OF ITS SUBSIDIARIES; (F) SALE OR DISPOSITION OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OF THE CORPORATION OR ANY OF ITS SUBSIDIARIES, SUBJECT TO PARAGRAPH 2 AND PARAGRAPH 3 HEREOF; OR (G) APPOINTMENT OF THE CHIEF EXECUTIVE OFFICER OF THE CORPORATION. |
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 REVIEW PROCESS: THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM BASED ON THE AUDITED FINANCIAL STATEMENTS AND INFORMATION PROVIDED BY THE ACCOUNTING DEPARTMENT OF THE ORGANIZATION. ELDER CARE ALLIANCE'S AUDIT COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS THE FORM 990 BEFORE FILING. ALSO, THE CEO AND CFO REVIEW THE FORM 990 BEFORE FILING. THE FINAL FORM 990 IS THEN PROVIDED BY E-MAIL TO ALL MEMBERS OF THE BOARD OF DIRECTORS BEFORE FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICT OF INTEREST POLICY COMPLIANCE: ANNUALLY, THE SECRETARY OF ELDER CARE ALLIANCE REQUESTS UPDATED CONFLICT OF INTEREST DISCLOSURE FORMS FROM THE BOARD OF DIRECTORS, OFFICERS, KEY EMPLOYEES, AND MEMBERS OF COMMITTEES WITH BOARD-DELEGATED AUTHORITY. THE SECRETARY PREPARES A TABLE SUMMARIZING THE DISCLOSURES MADE AND PRESENTS THE TABLE TO THE BOARD OF DIRECTORS FOR THEIR INFORMATION. IF AN APPARENT CONFLICT OF INTEREST IS IDENTIFIED, THE MATTER IS REFERRED TO A COMMITTEE OF THE BOARD FOR REVIEW AND ACTION. IF DEEMED NECESSARY, THE BOARD OR COMMITTEE MAY TAKE ACTION SUCH AS REQUIRING AN INTERESTED DIRECTOR TO RECUSE HIMSELF OR HERSELF FROM A VOTE ON THE MATTER OR TERMINATING A BUSINESS RELATIONSHIP ENTERED INTO IN VIOLATION OF THE POLICY. |
| FORM 990, PART VI, SECTION B, LINE 15A & 15B | COMPENSATION DETERMINATION: THE COMPENSATION FOR THE CEO AND CFO WAS REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS OF ELDER CARE ALLIANCE. COMPARABLE COMPENSATION INFORMATION WAS PROVIDED TO THE EXECUTIVE COMMITTEE FROM A COMPENSATION STUDY COMPILED BY FUTURESENESE, INC., A FIRM THAT SPECIALIZES IN COMPENSATION PROGRAMS. SIMILARLY, COMPENSATION INFORMATION FOR EXECUTIVE DIRECTORS AND KEY EMPLOYEES WAS GATHERED FROM MULTIPLE COMPENSATION SURVEY SOURCES, INCLUDING FUTURESENSE, INC. AND RECOMMENDED COMPENSATION WAS DEVELOPED BY HUMAN RESOURCES. THIS WAS INCLUDED IN THE BUDGET AND APPROVED FOR FISCAL YEAR 2016 BY THE FINANCE COMMITTEE OF ELDER CARE ALLIANCE AS PART OF THE BUDGET REVIEW PROCESS. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENT AVAILABILITY: THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE ON WRITTEN REQUEST TO ELDER CARE ALLIANCE. DOCUMENTS WILL BE PROVIDED VIA EMAIL, US MAIL, OR BY FAX IF SO REQUESTED. |
| FORM 990, PART IX, LINE 11G, COLUMN A | OTHER FEES FOR SERVICES: $ 415,332 CONSULTING SERVICES |
| FORM 990, PART XI, LINE 9 | OTHER CHANGES IN NET ASSETS: $ 2,303,263 TRANSFER FROM AFFILIATE |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (6 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| ELDER CARE ALLIANCE OF UNION CITY | ||||||||||
| 1301 MARINA VILLAGE PKWY 210 | ALAMEDA | CA | 94501 | 943377985 | ELDERLY CARE | CA | 501(C)(3) | 9 | ECA | Yes (true) |
| ELDER CARE ALLIANCE OF CAMARILLO | ||||||||||
| 1301 MARINA VILLAGE PKWY 210 | ALAMEDA | CA | 94501 | 943351613 | ELDERLY CARE | CA | 501(C)(3) | 9 | ECA | Yes (true) |
| MERCY RETIREMENT AND CARE CENTER | ||||||||||
| 1301 MARINA VILLAGE PKWY 210 | ALAMEDA | CA | 94501 | 941156579 | ELDERLY CARE | CA | 501(C)(3) | 9 | ECA | Yes (true) |
| ELDER CARE ALLIANCE OF SAN FRANCISCO | ||||||||||
| 1301 MARINA VILLAGE PKWY 210 | ALAMEDA | CA | 94501 | 943351615 | ELDERLY CARE | CA | 501(C)(3) | 9 | ECA | Yes (true) |
| SALEM LUTHERAN HOME ASSOC OF BAY CITIES | ||||||||||
| 1301 MARINA VILLAGE PKWY 210 | ALAMEDA | CA | 94501 | 940831870 | ELDERLY CARE | CA | 501(C)(3) | 9 | ECA | Yes (true) |
| ELDER CARE ALLIANCE OF SAN RAFAEL | ||||||||||
| 1301 MARINA VILLAGE PKWY 210 | ALAMEDA | CA | 94501 | 760730971 | ELDERLY CARE | CA | 501(C)(3) | 9 | ECA | Yes (true) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (true) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (11 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| MERCY RETIREMENT AND CARE CENTER | ||
| L | $1,124,071 | FMV |
| ELDER CARE ALLIANCE OF CAMARILLO | ||
| L | $358,403 | FMV |
| ELDER CARE ALLIANCE OF SAN FRANCISCO | ||
| L | $642,195 | FMV |
| ELDER CARE ALLIANCE OF SAN RAFAEL | ||
| L | $632,811 | FMV |
| MERCY RETIREMNET AND CARE CENTER | ||
| Q | $526,828 | FMV |
| ELDER CARE ALLIANCE OF CAMARILLO | ||
| Q | $258,272 | FMV |
| ELDER CARE ALLIANCE OF SAN FRANCISCO | ||
| Q | $422,178 | FMV |
| ELDER CARE ALLIANCE OF SAN RAFAEL | ||
| Q | $277,564 | FMV |
| ELDER CARE ALLIANCE OF CAMARILLO | ||
| S | $62,387 | FMV |
| ELDER CARE ALLIANCE OF SAN FRANCISCO | ||
| S | $1,273,418 | FMV |
| ELDER CARE ALLIANCE OF SAN RAFAEL | ||
| S | $967,458 | FMV |