HUMANGOOD SOCAL: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- HUMANGOOD SOCAL (EIN 95-1894293)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-15
- IRS object ID
- 201733199349311838
- Schema version
- 2016v3.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule I
- Schedule J
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-15T14:59:33-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 951894293 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOUTHERN CALIFORNIA PRESBYTERIAN HOMES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SOUT | BusinessNameControlTxt |
| Phone | 8182470420 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 516 BURCHETT STREET | AddressLine1Txt |
| City | GLENDALE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91203 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAMELA CLAASSEN | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 9259247117 | PhoneNum |
| Signature | 2017-11-15 | SignatureDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 12.188.204.147 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-15 | IPDt |
| IP Tm | 12:59:25 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 16E43E6A84AD79AC10FFD0EFB1BF2994E63BA572 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 16E43E6A84AD79AC10FFD0EFB1BF2994E63BA572 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BEGROUP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JOHN H COCHRANE III | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 516 BURCHETT STREET | AddressLine1Txt |
| City | GLENDALE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $84,464,651 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HUMANGOOD.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1955 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | WE ARE DEDICATED TO PROVIDING QUALITY HOUSING, HEALTH AND SUPPORT SERVICES, PRIMARILY FOR OLDER ADULTS OF ALL FAITHS THAT ENRICH THE PHYSICAL, SOCIAL AND SPIRITUAL DIMENSIONS OF THEIR LIVES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 1099 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,021,524 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,199,939 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $68,614,152 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $69,891,600 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,822,263 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,782,980 | CYInvestmentIncomeAmt |
| PY Other Revenue | $10,671,993 | PYOtherRevenueAmt |
| CY Other Revenue | $10,539,973 | CYOtherRevenueAmt |
| PY Total Revenue | $83,129,932 | PYTotalRevenueAmt |
| CY Total Revenue | $84,414,492 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $787,200 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $72,646 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $44,327 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $39,343,231 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $39,836,893 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $45,394,176 | PYOtherExpensesAmt |
| CY Other Expenses | $48,530,024 | CYOtherExpensesAmt |
| PY Total Expenses | $84,810,053 | PYTotalExpensesAmt |
| CY Total Expenses | $89,198,444 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,680,121 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$4,783,952 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $300,982,547 | TotalAssetsBOYAmt |
| Total Assets EOY | $275,058,037 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $297,102,051 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $271,922,552 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,880,496 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,135,485 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SCPH IS DEDICATED TO PROVIDING QUALITY HOUSING, HEALTH AND SUPPORT SERVICES, PRIMARILY FOR OLDER ADULTS OF ALL FAITHS THAT ENRICH THE PHYSICAL, SOCIAL AND SPIRITUAL DIMENSIONS OF THEIR LIVES. BE.GROUP IS ALSO COMMITTED TO ACTING AS A RESOURCE FOR THE COMMUNITIES IN WHICH WE OPERATE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $26,737,771 | ExpenseAmt |
| Revenue | $42,394,530 | RevenueAmt |
| Desc | SOUTHERN CALIFORNIA PRESBYTERIAN HOMES, A CALIFORNIA NONPROFIT PUBLIC-BENEFIT CORPORATION, INCLUDING FOUR CONTINUING CARE RETIREMENT COMMUNITIES OF ROYAL OAKS MANOR, WHITE SANDS, WINDSOR MANOR, AND REGENTS POINT (COLLECTIVELY, "SOUTHERN CALIFORNIA PRESBYTERIAN HOMES"), TOGETHER WITH ITS CONTROLLED AFFILIATES, REDWOOD SENIOR HOMES AND SERVICES (RSHS), KIRKWOOD ASSISTED LIVING RESIDENCE AT ORANGE ("KIRKWOOD ORANGE"), WESTMINSTER GARDENS, AND PALMER HOUSE LP ("PALMER HOUSE"), OWNS AND OPERATES RETIREMENT COMMUNITIES, FREESTANDING ASSISTED LIVING COMMUNITIES, AND ADULT DAY CENTERS, PRIMARILY IN SOUTHERN CALIFORNIA. RESIDENTS OF THE RETIREMENT COMMUNITIES RECEIVE RESIDENCE, SERVICE, AND CARE IN EXCHANGE FOR AN ENTRANCE FEES AND A MONTHLY FEE, WHICH IS REDETERMINED ANNUALLY. IN ADDITION, RESIDENTS OF THE SKILLED NURSING FACILITIES ARE CHARGED FOR THE COSTS OF MEDICAL SERVICES PROVIDED. THE COMMUNITIES INCLUDE ON AVERAGE APPROXIMATELY 866 RESIDENTIAL UNITS, 269 PERSONAL CARE BEDS, AND 231 SKILLED NURSING BEDS. BE.GROUP ALSO PROVIDES A RANGE OF LONG-TERM CARE SERVICES THAT ARE AFFORDABLE TO LOW- AND MODERATE-INCOME SENIORS. THESE SERVICES INCLUDE ADULT DAY SOCIAL CARE, ADULT DAY HEALTH CARE, AND ON-SITE OUTPATIENT THERAPY. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $23,057,017 | ExpenseAmt |
| Revenue | $24,368,693 | RevenueAmt |
| Desc | NURSING RELATED EXPENSES FOR SENIORS - BE.GROUP PROVIDES 24-HOUR HIGH-QUALITY NURSING CARE AND REHABILITATION SERVICES. IN THE NURSING COMMUNITIES, SPECIAL EMPHASIS IS PLACED ON THE EMOTIONAL WELL BEING OF THE RESIDENTS AND THEIR FAMILIES DURING A DIFFICULT PERIOD IN THEIR LIVES. BE.GROUP NURSING COMMUNITIES ALSO INCLUDE BEREAVEMENT AND SUPPORT COUNSELING FOR FAMILIES, AND REFERRAL SERVICES. IN AN EFFORT TO ENSURE THE GREATEST MOBILITY FOR NURSING FACILITY RESIDENTS, A WHEELCHAIR ACCESSIBLE VAN IS PROVIDED, ENABLING NURSING FACILITY MOBILITY IMPAIRED RESIDENTS TO GO WITH AMBULATORY RESIDENTS ON OUTINGS PREVIOUSLY INACCESSIBLE TO THEM. BE.GROUP VANS ARE ALSO AVAILABLE FOR CCRC'S AND LOW-INCOME SENIORS IN OTHER BE.GROUP MANAGED COMMUNITIES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $850,131 | ExpenseAmt |
| Revenue | $2,443,149 | RevenueAmt |
| Desc | AFFORDABLE HOUSING FOR LOW INCOME AND VERY LOW INCOME SENIORS - WE SERVE THE LOW AND VERY LOW-INCOME SENIOR CITIZENS AND MOBILITY IMPAIRED ADULTS WHO MAKE UP OUR RESIDENT POPULATIONS. IT IS OUR INTENT AND DESIRE TO ASSURE OUR RESIDENTS OF SAFE, AFFORDABLE HOUSING AND TO PROMOTE A SECURE AND SUPPORTIVE ENVIRONMENT. WE STRIVE DAILY TO OBTAIN THE HIGHEST DEGREE OF RESIDENT SATISFACTION; TO PROMOTE INDEPENDENCE AND INDIVIDUALITY, WHILE CULTIVATING A SENSE OF COMMUNITY AND MUTUAL RESPECT; TO EDUCATE AND ADVOCATE SENSITIVITY TO CULTURAL DIVERSITY; TO FACILITATE AN ENVIRONMENT OF OPEN COMMUNICATION; TO ENCOURAGE RESIDENT PARTICIPATION IN ACTIVITIES AND MANAGEMENT DECISION MAKING; AND TO MAINTAIN THE FUNCTION AND APPEARANCE OF OUR COMMUNITIES AT THEIR HIGHEST LEVELS. WE ARE PROUD OF OUR BUILDINGS AND RESIDENTS. WE REACH OUT AND ADDRESS A DESPERATE HOUSING NEED, WHICH IS INVALUABLE TO THE COMMUNITIES WE SERVE. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $12,247,105 | ExpenseAmt |
| Grant | $787,200 | GrantAmt |
| Revenue | $14,008,181 | RevenueAmt |
| Desc | BE.GROUP HOME CARE FOR SENIORS AND ASSISTED LIVING FOR SENIORS - SERVICES ARE PROVIDED TO PEOPLE IN THEIR OWN HOMES AND RESIDENTIAL COMMUNITIES WHO NEED ASSISTANCE WITH COOKING, CLEANING, SHOPPING, LAUNDRY, TRANSPORTATION, OR COMPANIONSHIP. THIS PROGRAM WAS DEVELOPED IN 1995. THE SERVICE IS OFFERED TO LOW-INCOME SENIORS THROUGH CALIFORNIA'S MSSP FRAIL ELDERLY PROGRAM AS WELL AS TO THOSE WHO PAY PRIVATELY. AS PART OF BE.GROUP'S MISSION TO ENHANCE THE LIVES OF SENIORS, BE.GROUP HAS DEVELOPED TWO STAND-ALONE ASSISTED LIVING COMMUNITIES. THESE COMMUNITIES PROVIDE ASSISTANCE TO INDIVIDUALS WHO NEED HELP WITH ACTIVITIES OF DAILY LIVING (ADL'S) SUCH AS BATHING, DRESSING, AMBULATING AND MEDICATION MONITORING. THEY DO NOT NEED 24-HOUR MEDICAL SUPERVISION BUT MAY BENEFIT FROM SPECIALIZED ACTIVITY PROGRAMS OR MEMORY SUPPORT. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $12,247,105 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $787,200 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $14,008,181 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $62,892,024 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | 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 | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 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 | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 283 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1099 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANIKA HARTOUNIAN SR VP OF FINANCE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8182470420 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 516 BURCHETT STREET | AddressLine1Txt |
| City | GLENDALE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (43 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| RANDY STAMPER | |||||||||
| OFFICER/CHAIR | 1.00 | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ALBERT W KELLEY | |||||||||
| OFFICER/VICE CHAIR | 0.50 | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DECLAN BROWN | |||||||||
| OFFICER/SECRETARY/TREASURER | 0.50 | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JUDITH D BAKER | |||||||||
| DIRECTOR | 0.50 | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM J BATTISON | |||||||||
| DIRECTOR | 0.50 | 2.50 | Yes (X) | $0 | $0 | $0 | |||
| MICHELLE HOLMES | |||||||||
| DIRECTOR | 0.50 | 2.50 | Yes (X) | $0 | $0 | $0 | |||
| GLORIA MARSHALL | |||||||||
| DIRECTOR | 0.50 | 2.50 | Yes (X) | $0 | $0 | $0 | |||
| LLOYD HOWARD | |||||||||
| DIRECTOR | 0.50 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD HETTISH | |||||||||
| RESIDENT DIRECTOR | 0.50 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JACK W ANDERSON | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JAMES R ANDERSON | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DONNA BENTON PHD | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JAMES D CASHION | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID R DECKER ESQ | |||||||||
| DIRECTOR | 0.50 | 2.50 | Yes (X) | $1,000 | $0 | $0 | |||
| RAND M FERRIS | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| PHOEBE S LIEBIG PHD | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| PHYLLIS MANLEY | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| EDWARD M NEWMAN PHD | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| KAY RUSTAND ESQ | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JACK D SAMUELSON | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID W STEINMAN CMB | |||||||||
| DIRECTOR | 0.50 | 2.50 | Yes (X) | $0 | $0 | $0 | |||
| JOHN H COCHRANE III | |||||||||
| PRESIDENT/CEO | 10.00 | 30.00 | Yes (X) | $720,060 | $0 | $66,914 | |||
| DANIEL OGUS | |||||||||
| COO | 10.00 | 30.00 | Yes (X) | $512,721 | $0 | $43,240 | |||
| DAVID L PIERCE | |||||||||
| VP FINANCE/CFO | 40.00 | Yes (X) | $411,622 | $0 | $65,747 | ||||
| DANIEL HUTSON | |||||||||
| CHIEF STRATEGY OFFICER | 20.00 | 20.00 | Yes (X) | $319,760 | $0 | $25,601 | |||
| PAMELA CLAASSEN | |||||||||
| CFO | 10.00 | 30.00 | Yes (X) | $0 | $472,446 | $83,178 | |||
| LOUISE RANKIN | |||||||||
| GENERAL COUNSEL | 10.00 | 30.00 | Yes (X) | $0 | $491,297 | $19,429 | |||
| BENJAMIN F BECKLER | |||||||||
| VP OF PROJECT DEVELOPMENT | 40.00 | $320,518 | $0 | $21,494 | Yes (X) | ||||
| GARY BORIERO | |||||||||
| EXECUTIVE DIRECTOR - WHITE SANDS | 40.00 | $208,828 | $0 | $15,391 | Yes (X) | ||||
| MICHELLE ESSER | |||||||||
| VP TALENT MANAGEMENT/HR | 40.00 | $280,856 | $0 | $23,474 | Yes (X) | ||||
| MELINDA FORNEY | |||||||||
| EXECUTIVE DIRECTOR - REGENTS POINT | 40.00 | $199,935 | $0 | $15,046 | Yes (X) | ||||
| JUANITA FRALEY | |||||||||
| EXECUTIVE DIRECTOR - FOUNDATION | 40.00 | $192,374 | $0 | $15,720 | Yes (X) | ||||
| MARC HERRERA | |||||||||
| VP SKILLED NURSING & RISK | 19.00 | 21.00 | $311,410 | $0 | $24,188 | Yes (X) | |||
| SOPHIA LUKAS | |||||||||
| VP REGIONAL OPERATIONS MANAGER | 20.00 | 20.00 | $209,412 | $0 | $8,976 | Yes (X) | |||
| JACQUELINE SEEGOBIN | |||||||||
| DIRECTOR OF AFFORDABLE HOUSING | 40.00 | $161,402 | $0 | $15,844 | Yes (X) | ||||
| MICHAEL WALPER | |||||||||
| EXECUTIVE DIRECTOR - WESTMINSTER GARDENS | 40.00 | $167,690 | $0 | $16,302 | Yes (X) | ||||
| DENNIS GRADILLAS | |||||||||
| REGIONAL OPS VP CCRCS | 20.00 | 20.00 | $0 | $238,026 | $27,106 | Yes (X) | |||
| TARA MCGUINESS | |||||||||
| REGIONAL OPS VP CCRCS | 20.00 | 20.00 | $0 | $255,119 | $43,974 | Yes (X) | |||
| ANIKA HARTOUNIAN | |||||||||
| VP OF FINANCE | 40.00 | 0.00 | $240,132 | $0 | $12,918 | Yes (X) | |||
| POLLY AHADZADEH | |||||||||
| CONTROLLER | 40.00 | $227,940 | $0 | $21,347 | Yes (X) | ||||
| NOEMI FLORES | |||||||||
| SALES DIRECTOR - REGENTS POINT | 40.00 | $193,263 | $0 | $11,481 | Yes (X) | ||||
| CYNTHIA SALGADO | |||||||||
| VP OF IT PROJECTS & APPS | 40.00 | 0.00 | $190,150 | $0 | $4,336 | Yes (X) | |||
| MICAELLA Y KIM | |||||||||
| DIRECTOR OF HEALTHCARE SERVICES | 40.00 | 0.00 | $175,607 | $0 | $8,574 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $5,044,680 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,456,888 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $590,280 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 38 | 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 | |||||
| PO BOX 102289 | ATLANTA | GA | 303682289 | SENIOR DINING | $5,823,150 |
| ASSURANCE HOME CARE SERVICES | |||||
| 2230 W CHAPMAN AVENUE | ORANGE | CA | 92868 | NURSE REGISTRY | $1,569,310 |
| WATKINS LANDMARK CONSTUCTION | |||||
| 6160 INNOVATION WAY | CARLSBAD | CA | 92009 | CONSTRUCTION | $894,023 |
| IMAGINATION PUBLISHING | |||||
| 600 FULTON STREET | CHICAGO | IL | 60661 | PUBLIC RELATIONS | $846,241 |
| BARNEY & BARNEY LLC | |||||
| PO BOX 85638 | SAN DIEGO | CA | 921865638 | INSURANCE | $520,673 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 52 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $1,199,939 | RelatedOrganizationsAmt |
| Total Contributions | $1,199,939 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ELDERLY RESIDENT INCOME | 623000 | $51,559,408 | $51,559,408 |
| ENTRANCE FEE AMORTIZATION | 623000 | $12,436,998 | $12,436,998 |
| MEDICARE/MEDICAID AND OTHER GOVT | 623000 | $5,227,608 | $5,227,608 |
| FEES AND CONTRACTS FROM GOVT AGEN | 623000 | $667,586 | $667,586 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $69,891,600 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,026,841 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,026,841 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $762,020 | SecuritiesAmt |
| Other | $44,278 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $50,159 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $762,020 | SecuritiesAmt |
| Other | -$5,881 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $756,139 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $756,139 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MANAGEMENT FEES | 900099 | $7,835,140 | $7,835,140 |
| DEVELOPER FEE | 531390 | $2,487,645 | $2,487,645 |
| OTHER MISC INCOME | 900099 | $217,188 | $217,188 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $10,539,973 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $84,414,492 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $83,214,553 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $787,200 | TotalAmt |
| Program Services | $787,200 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,327 | TotalAmt |
| Program Services | $44,327 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,016,588 | TotalAmt |
| Program Services | $2,291,498 | ProgramServicesAmt |
| Management And General | $1,725,090 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,016,568 | TotalAmt |
| Program Services | $18,814,417 | ProgramServicesAmt |
| Management And General | $9,202,151 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,372,043 | TotalAmt |
| Program Services | $1,098,673 | ProgramServicesAmt |
| Management And General | $273,370 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,973,355 | TotalAmt |
| Program Services | $2,956,235 | ProgramServicesAmt |
| Management And General | $1,017,120 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,458,339 | TotalAmt |
| Program Services | $1,784,236 | ProgramServicesAmt |
| Management And General | $674,103 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,224,994 | TotalAmt |
| Management And General | $3,224,994 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $198,276 | TotalAmt |
| Management And General | $198,276 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $276,961 | TotalAmt |
| Management And General | $276,961 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,786,987 | TotalAmt |
| Program Services | $5,436,336 | ProgramServicesAmt |
| Management And General | $1,350,651 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,026,053 | TotalAmt |
| Program Services | $25,326 | ProgramServicesAmt |
| Management And General | $1,000,727 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,015,709 | TotalAmt |
| Program Services | $130,531 | ProgramServicesAmt |
| Management And General | $885,178 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $732,765 | TotalAmt |
| Program Services | $126,462 | ProgramServicesAmt |
| Management And General | $606,303 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,054,543 | TotalAmt |
| Program Services | $12,140,466 | ProgramServicesAmt |
| Management And General | $914,077 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $507,887 | TotalAmt |
| Program Services | $183,968 | ProgramServicesAmt |
| Management And General | $323,919 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $332,710 | TotalAmt |
| Program Services | $59,133 | ProgramServicesAmt |
| Management And General | $273,577 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,730,288 | TotalAmt |
| Program Services | $9,730,288 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,577,641 | TotalAmt |
| Program Services | $1,447,797 | ProgramServicesAmt |
| Management And General | $2,129,844 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| MISCELLANEOUS ELDERLY E | $5,741,523 | $5,741,523 | |
| OTHER MISCELLANEOUS EXP | $986,669 | $63,851 | $922,818 |
| AFFILIATION & STRATEGIC | $890,694 | $890,694 | |
| LICENSES, TAXES | $249,400 | $17,796 | $231,604 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $196,924 | TotalAmt |
| Program Services | $11,961 | ProgramServicesAmt |
| Management And General | $184,963 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,198,444 | TotalAmt |
| Program Services | $62,892,024 | ProgramServicesAmt |
| Management And General | $26,306,420 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,331,034 | BOYAmt |
| EOY | $5,792,242 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,576,140 | BOYAmt |
| EOY | $4,585,877 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,084,539 | BOYAmt |
| EOY | $10,258,765 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,689,235 | BOYAmt |
| EOY | $2,734,526 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $214,175 | BOYAmt |
| EOY | $189,623 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,260,020 | BOYAmt |
| EOY | $769,318 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $259,923,102 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $121,417,289 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $134,402,247 | BOYAmt |
| EOY | $138,505,813 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,944,861 | BOYAmt |
| EOY | $87,077,564 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $555,979 | BOYAmt |
| EOY | $555,979 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,924,317 | BOYAmt |
| EOY | $24,588,330 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $300,982,547 | BOYAmt |
| EOY | $275,058,037 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,535,403 | BOYAmt |
| EOY | $14,418,114 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,666,802 | BOYAmt |
| EOY | $40,341,097 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $147,803,948 | BOYAmt |
| EOY | $110,400,219 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $97,095,898 | BOYAmt |
| EOY | $106,763,122 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $297,102,051 | BOYAmt |
| EOY | $271,922,552 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,880,496 | BOYAmt |
| EOY | $3,135,485 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,880,496 | BOYAmt |
| EOY | $3,135,485 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $300,982,547 | BOYAmt |
| EOY | $275,058,037 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$4,783,952 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,122,695 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | $258,246 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $1,658,000 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | Yes (1) | AccountantCompileOrReviewInd |
Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $677,555 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $618,574 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $746,333 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,021,524 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,199,939 | CurrentTaxYearAmt |
| Total | $4,263,925 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $61,689,010 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $61,874,042 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $65,775,459 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $68,614,152 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $69,891,600 | CurrentTaxYearAmt |
| Total | $327,844,263 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $62,366,565 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $62,492,616 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $66,521,792 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $69,635,676 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $71,091,539 | CurrentTaxYearAmt |
| Total | $332,108,188 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | 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) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $332,108,188 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $953,184 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,318,658 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,079,330 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,809,240 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,788,861 | CurrentTaxYearAmt |
| Total | $11,949,273 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $953,184 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,318,658 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,079,330 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,809,240 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,788,861 | CurrentTaxYearAmt |
| Total | $11,949,273 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,777,846 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,617,274 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,155,840 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,671,993 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,539,973 | CurrentTaxYearAmt |
| Total | $49,762,926 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $72,097,595 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $74,428,548 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $79,756,962 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $83,116,909 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $84,420,373 | CurrentTaxYearAmt |
| Total | $393,820,387 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.84330 | PublicSupportCY509Pct |
| Public Support PY509 | 0.84590 | PublicSupportPY509Pct |
| Investment Income CY | 0.03030 | InvestmentIncomeCYPct |
| Investment Income PY | 0.02780 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,132,901 | BeginningYearBalanceAmt |
| Contributions | -$98,103 | ContributionsAmt |
| End Year Balance | $5,034,798 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,698,682 | BeginningYearBalanceAmt |
| Contributions | $434,219 | ContributionsAmt |
| End Year Balance | $5,132,901 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,694,305 | BeginningYearBalanceAmt |
| Contributions | $4,377 | ContributionsAmt |
| End Year Balance | $4,698,682 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,759,817 | BeginningYearBalanceAmt |
| Contributions | -$65,512 | ContributionsAmt |
| End Year Balance | $4,694,305 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,748,377 | BeginningYearBalanceAmt |
| Contributions | $11,440 | ContributionsAmt |
| End Year Balance | $4,759,817 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.31000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.69000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,378,741 | OtherCostOrOtherBasisAmt |
| Book Value | $7,378,741 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $133,273,563 | OtherCostOrOtherBasisAmt |
| Depreciation | $55,787,192 | DepreciationAmt |
| Book Value | $77,486,371 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $83,486,298 | OtherCostOrOtherBasisAmt |
| Depreciation | $50,726,351 | DepreciationAmt |
| Book Value | $32,759,947 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $23,599,860 | OtherCostOrOtherBasisAmt |
| Depreciation | $14,903,746 | DepreciationAmt |
| Book Value | $8,696,114 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $12,184,640 | OtherCostOrOtherBasisAmt |
| Book Value | $12,184,640 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $138,505,813 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (6 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| ADVANCES TO AFFILIATES | $3,019,220 |
| FUNDS HELD BY TRUSTEE UNDER BOND | $9,759,912 |
| PREPAID BOND INSURANCE | $2,726,583 |
| DUE FROM COMMUNITY CARE FOR ADULTS | $879,184 |
| INTERCOMPANY PAYABLE | $6,864,140 |
| DEPOSITS | $1,339,291 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $24,588,330 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| DEPOSITS | $696,650 |
| ACCRUED LIABILITIES | $8,238,901 |
| PENSION | $5,218,610 |
| NOTES PAYABLE TAX CREDIT PROPERTIES | $25,924,715 |
| REFUNDABLE FEES | $66,684,246 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $106,763,122 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE FASB HAS ISSUED FASB INTERPRETATION (FIN) NO. 48 ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES - AN INTERPRETATION OF FASB STATEMENT NO. 109, AS AMENDED. THIS INTERPRETATION CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTERPRISE'S FINANCIAL STATEMENT IN ACCORDANCE WITH FASB STATEMENT NO. 109, ACCOUNTING FOR INCOME TAXES. THIS INTERPRETATION PRESCRIBES A RECOGNITION THRESHOLD AND MEASURES ATTRIBUTES FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. AS A RESULT OF THE IMPLEMENTATION OF FIN NO. 48, SCPH AND AFFILIATES HAVE NOT RECOGNIZED AN INCREASE IN THE LIABILITY FOR UNRECOGNIZED TAX BENEFITS. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CORNERSTONE AFFILIATES | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6120 STONERIDGE MALL ROAD 3RD FLOOR | AddressLine1Txt |
| City | PLEASANTON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94588 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 300184304 | RecipientEIN |
| IRC Section | 501 (C)3 | IRCSectionDesc |
| Cash Grant | $783,000 | CashGrantAmt |
| Purpose Of Grant | GENERAL | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | SCPH PROVIDED A $783,000 CAPITAL CONTRIBUTION TO CORNERSTONE AFFILIATES, APPROVED BY THE BOARD OF DIRECTORS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Discretionary Spending Acct | Yes (X) | DiscretionarySpendingAcctInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | 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 | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (22 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JOHN H COCHRANE III | ||||||||||||||
| PRESIDENT/CEO | $451,941 | $0 | $211,200 | $0 | $56,919 | $0 | $12,057 | $0 | $54,857 | $0 | $786,974 | $0 | $0 | $0 |
| DANIEL OGUS | ||||||||||||||
| COO | $334,954 | $0 | $142,409 | $0 | $35,358 | $0 | $8,610 | $0 | $34,630 | $0 | $555,961 | $0 | $0 | $0 |
| DAVID L PIERCE | ||||||||||||||
| VP FINANCE/CFO | $262,999 | $0 | $127,291 | $0 | $21,332 | $0 | $7,688 | $0 | $58,059 | $0 | $477,369 | $0 | $0 | $0 |
| DANIEL HUTSON | ||||||||||||||
| CHIEF STRATEGY OFFICER | $234,620 | $0 | $75,240 | $0 | $9,900 | $0 | $3,997 | $0 | $21,604 | $0 | $345,361 | $0 | $0 | $0 |
| PAMELA CLAASSEN | ||||||||||||||
| CFO | $0 | $346,232 | $0 | $115,888 | $0 | $10,326 | $0 | $64,532 | $0 | $18,646 | $0 | $555,624 | $0 | $0 |
| LOUISE RANKIN | ||||||||||||||
| GENERAL COUNSEL | $0 | $301,176 | $0 | $184,975 | $0 | $5,146 | $0 | $6,051 | $0 | $13,378 | $0 | $510,726 | $0 | $0 |
| BENJAMIN F BECKLER | ||||||||||||||
| VP OF PROJECT DEVELOPMENT | $221,934 | $0 | $87,886 | $0 | $10,698 | $0 | $6,104 | $0 | $15,390 | $0 | $342,012 | $0 | $0 | $0 |
| GARY BORIERO | ||||||||||||||
| EXECUTIVE DIRECTOR - WHITE SANDS | $161,292 | $0 | $46,816 | $0 | $720 | $0 | $3,913 | $0 | $11,478 | $0 | $224,219 | $0 | $0 | $0 |
| MICHELLE ESSER | ||||||||||||||
| VP TALENT MANAGEMENT/HR | $199,500 | $0 | $79,002 | $0 | $2,354 | $0 | $4,656 | $0 | $18,818 | $0 | $304,330 | $0 | $0 | $0 |
| MELINDA FORNEY | ||||||||||||||
| EXECUTIVE DIRECTOR - REGENTS POINT | $158,681 | $0 | $40,000 | $0 | $1,254 | $0 | $3,319 | $0 | $11,727 | $0 | $214,981 | $0 | $0 | $0 |
| JUANITA FRALEY | ||||||||||||||
| EXECUTIVE DIRECTOR - FOUNDATION | $150,500 | $0 | $41,272 | $0 | $602 | $0 | $2,445 | $0 | $13,275 | $0 | $208,094 | $0 | $0 | $0 |
| MARC HERRERA | ||||||||||||||
| VP SKILLED NURSING & RISK | $183,625 | $0 | $121,395 | $0 | $6,390 | $0 | $4,959 | $0 | $19,229 | $0 | $335,598 | $0 | $0 | $0 |
| SOPHIA LUKAS | ||||||||||||||
| VP REGIONAL OPERATIONS MANAGER | $160,964 | $0 | $47,740 | $0 | $708 | $0 | $2,542 | $0 | $6,434 | $0 | $218,388 | $0 | $0 | $0 |
| JACQUELINE SEEGOBIN | ||||||||||||||
| DIRECTOR OF AFFORDABLE HOUSING | $115,742 | $0 | $32,032 | $0 | $13,628 | $0 | $2,912 | $0 | $12,932 | $0 | $177,246 | $0 | $0 | $0 |
| MICHAEL WALPER | ||||||||||||||
| EXECUTIVE DIRECTOR - WESTMINSTER GAR | $128,981 | $0 | $37,434 | $0 | $1,275 | $0 | $3,278 | $0 | $13,024 | $0 | $183,992 | $0 | $0 | $0 |
| DENNIS GRADILLAS | ||||||||||||||
| REGIONAL OPS VP CCRCS | $0 | $183,159 | $0 | $52,714 | $0 | $2,153 | $0 | $9,810 | $0 | $17,296 | $0 | $265,132 | $0 | $0 |
| TARA MCGUINESS | ||||||||||||||
| REGIONAL OPS VP CCRCS | $0 | $193,386 | $0 | $47,979 | $0 | $13,754 | $0 | $28,506 | $0 | $15,468 | $0 | $299,093 | $0 | $0 |
| ANIKA HARTOUNIAN | ||||||||||||||
| VP OF FINANCE | $185,625 | $0 | $53,900 | $0 | $607 | $0 | $4,718 | $0 | $8,200 | $0 | $253,050 | $0 | $0 | $0 |
| POLLY AHADZADEH | ||||||||||||||
| CONTROLLER | $172,432 | $0 | $51,631 | $0 | $3,877 | $0 | $4,112 | $0 | $17,235 | $0 | $249,287 | $0 | $0 | $0 |
| NOEMI FLORES | ||||||||||||||
| SALES DIRECTOR - REGENTS POINT | $63,860 | $0 | $128,803 | $0 | $600 | $0 | $0 | $0 | $11,481 | $0 | $204,744 | $0 | $0 | $0 |
| CYNTHIA SALGADO | ||||||||||||||
| VP OF IT PROJECTS & APPS | $138,961 | $0 | $38,500 | $0 | $12,689 | $0 | $3,497 | $0 | $839 | $0 | $194,486 | $0 | $0 | $0 |
| MICAELLA Y KIM | ||||||||||||||
| DIRECTOR OF HEALTHCARE SERVICES | $120,306 | $0 | $33,311 | $0 | $21,990 | $0 | $3,388 | $0 | $5,186 | $0 | $184,181 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | THE CHIEF EXECUTIVE OFFICER (CEO), CHIEF FINANCIAL OFFICER, CHIEF OPERATIONS OFFICER, AND CHIEF STRATEGY OFFICER RECEIVE REIMBURSEMENT FOR SPOUSAL TRAVEL AND CLUB DUES. REIMBURSEMENT FOR SPOUSAL TRAVEL IS TREATED AS ADDITIONAL TAXABLE INCOME. THE ORGANIZATION HAS A WRITTEN POLICY THAT REQUIRES SUBSTANTIATION OF THESE EXPENSES PRIOR TO REIMBURSEMENT. THE TOTAL OF THESE EXPENSES FOR THE FILING PERIOD WERE UNDER $15,000 PER OFFICER. THE CEO HAS A "DISCRETIONARY SPENDING ACCOUNT" THAT IS INCLUDED AS PART OF THE EXECUTIVE OFFICE CONTINGENCY BUDGET. ALL EXPENDITURES OF THESE FUNDS ARE SUBJECT TO CUSTOMARY APPROVAL PROCESSES AND ARE REVIEWED ON A RETROSPECTIVE BASIS WITH THE SUPPORTING DOCUMENTATION BY THE BOARD CHAIR OR COMPENSATION COMMITTEE. HUMAN RESOURCES POLICY HR-116 STATES THAT BE.GROUP WILL REIMBURSE SPECIFIC EXECUTIVE CLASS EMPLOYEES FOR THEIR INDIVIDUAL MEMBERSHIP FEES IN THE HEALTH CLUB OF THEIR CHOICE UP TO THE MAXIMUM ALLOWABLE MONTHLY REIMBURSMENT OF $60, WHICH IS DEEMED REASONABLE. |
| PART I, LINE 1B | PURSUANT TO HR-116, REIMBURSEMENT REQUESTS ARE TO BE SUBMITTED MONTHLY USING THE STANDARD EXPENSE REPORT FORM. |
| PART I, LINES 4A-B | THE ESTATE OF GERALD DINGIVAN $208,375 RECEIVED MONTHLY DEFERRED SEVERANCE PAYMENTS. CERTAIN INDIVIDUALS LISTED IN SCHEDULE J PARTICIPATE IN A NON-QUALIFIED DEFERRED COMPENSATION IRC 457(F) PLAN. THE BENEFITS UNDER THE 457(F) PLAN ARE DISCRETIONARY AND DO NOT VEST UNTIL THE PARTICIPANT REACHES AGE 65, DIES, BECOMES DISABLED OR IS INVOLUNTARILY TERMINATED WITHOUT CAUSE. NO BENEFITS ARE DUE TO PARTICIPANTS WHO TERMINATE THEIR EMPLOYMENT PRIOR TO AGE 65. IN THE YEAR THAT PARTICIPANTS TURN 65, MATERIAL AMOUNTS OF ONE-TIME COMPENSATION WILL BE REPORTED IN THE SCHEDULE J. |
| PART I, LINE 6 | ON AN ANNUAL BASIS, THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS (IN ITS CAPACITY OF COMPENSATION COMMITTEE) HELPS DEVELOP AND APPROVES THE CORPORATE GOALS THAT ARE USED IN CALCULATING THE COMPANY'S CEO AND SENIOR MANAGEMENT INCENTIVE COMPENSATION. THE EXECUTIVE COMMITTEE IN CONSULTATION WITH THE CEO ESTABLISHES CRITERIA TO BE MET FOR PURPOSES OF ANY INCENTIVE COMPENSATION THAT IS PAID OUT. INCENTIVE COMPENSATION IS CAPPED AT A PERCENT OF SALARY BASED ON POSITION. FOR 2016, THE CRITERIA USED IN CALCULATING INCENTIVE COMPENSATION WERE FINANCIAL PERFORMANCE (EBITDA) COMPARED TO BUDGET, QUALITY MEASURES AND OCCUPANCY GOALS WITH MINIMUM AND MAXIMUM RANGES. THERE WERE INCENTIVE BONUSES ACCRUED OR PAID IN THE AMOUNT OF $1,225,190 AS OF DECEMBER 31, 2016, AND FINAL PAYMENTS MADE IN JANUARY AND FEBRUARY OF 2017 IN THE AMOUNT OF $1,225,190 RELATED TO FISCAL YEAR 2016. FOR ADDITIONAL INFORMATION ABOUT THE METHODOLOGY OF DETERMINING EXECUTIVE COMPENSATION, PLEASE REFER TO SCHEDULE O. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd | CUSIPCUSIPNum |
|---|---|---|---|---|---|---|---|---|
| CALIFORNIA MUNICIPAL FINANCE AUTHORITY | ||||||||
| A | 201563466 | 2015-12-27 | $47,900,000 | MAJOR IMPROV REDEVELOP & ADVANCE REFUNDING OF 2006 ISSUE PLUS CCRC LA JOLLA | 0 | 0 | 0 | |
| CALIFORNIA STATEWIDE COMMUNITIES DEVELOPMENT AUTHORITY | ||||||||
| B | 680164610 | 2009-08-18 | $76,165,419 | REFUND CHFFAIRB SERIES 1998 BONDS & 2006B BONDS | 0 | 0 | 0 | 130795J57 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | $52,020,270 | $4,120,270 | $544,859 | $58,545,911 | $4,190,262 | 2017 | 0 | Yes (1) | 0 | Yes (1) |
| B | $78,004,591 | $5,718,588 | $3,262,295 | $69,023,708 | 2009 | 0 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd |
|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) | |
| B | 0 | 0 | Yes (1) | 0 | 0 | 0 | Yes (1) | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 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 | 0 | 0 | Yes (1) | Yes (1) | 0 | 0 | 0 | Yes (1) |
| B | 0 | Yes (1) | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| DATE REBATE COMPUTATION PERFORMED | ISSUER NAME: CALIFORNIA MUNICIPAL FINANCE AUTHORITY DATE THE REBATE COMPUTATION WAS PERFORMED: 02/10/2011 |
| SCHEDULE K SUPPLENTAL INFORMATION | A PORTION OF EACH OF THESE TAX EXEMPT BONDS HAS BEEN ALLOCATED TO A RELATED ORGANIZATION (WESTMINSTER GARDENS FEIN: 95-1644046) OF THIS COMPANY. AS THE CONTROLLING ENTITY, THIS ORGANIZATION IS REPORTING THESE TAX EXEMPT BOND LIABILITIES ON ITS SCHEDULE K IN THEIR ENTIRETY. THE RELATED ORGANIZATION WILL NOT BE REPORTING ANY PORTION OF THESE TAX EXEMPT BOND LIABILITIES. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 4 | IN JULY 2015, THE SCPH BOARD OF DIRECTORS ANNOUNCED PLANS TO AFFILIATE WITH AMERICAN BAPTIST HOMES OF THE WEST (ABHOW), A NONPROFIT SENIOR LIVING PROVIDER. ON MAY 1, 2016 IN CONJUNCTION WITH THE APPROVAL BY STATE REGULATORS OF SCPH AND ABHOW AFFILIATION, CALIFORNIA LIFE PLAN COMMUNITIES ("PARENT ORGANIZATION OR CLPC), A CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION EXEMPT UNDER IRC 501(C)(3), BECAME THE SOLE MEMBER OF SCPH. ON 02/25/2017, CLPC AMENDED ITS ARTICLES OF INCORPORATION TO CHANGE ITS NAME TO HUMANGOOD AND ACCORDINGLY, SCPH AMENDED ITS BYLAWS TO REPORT THE NAME CHANGE. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE SCPH BOARD OF DIRECTORS IS ELECTED BY HUMANGOOD, SCPH'S SOLE CORPORATE MEMBER. THE NINE MEMBERS OF THE SCPH BOARD OF DIRECTORS CONSIST OF THE SEVEN HUMANGOOD BOARD MEMBERS, ONE BOARD MEMBER SELECTED BY THE RESIDENTS, AND ONE BOARD MEMBER NOMINATED BY THE SCPH BOARD. |
| FORM 990, PART VI, SECTION A, LINE 7B | HUMANGOOD MAINTAINS APPROVAL RIGHTS OVER SCPH FOR THE ELECTION AND REMOVAL OF DIRECTORS, THE DISPOSITION OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OF THE CORPORATION, ANY MERGER AND ITS PRINCIPAL TERMS AND ANY AMENDMENTS OF THOSE TERMS, AND ANY ELECTION TO DISSOLVE THE CORPORATION. IN ADDITION, HUMANGOOD HAS ALL RIGHTS AFFORDED MEMEBERS UNDER THE CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION LAW. |
| FORM 990, PART VI, SECTION B, LINE 11B | THIS 990 IS REVIEWED BY THE CFO AND THE AUDIT COMMITTEE AND FURNISHED TO THE BOARD OF DIRECTORS PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | EVERY YEAR, SOUTHERN CALIFORNIA PRESBYTERIAN HOMES (SCPH) DIRECTORS AND OFFICERS ARE ASKED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE ALONG WITH A STATEMENT OF COMMITMENT. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, DIRECTORS AND OFFICERS MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE SHALL LEAVE THE BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. IF THE BOARD OR COMMITTEE HAS REASONABLE CAUSE TO BELIEVE A MEMBER HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT SHALL INFORM THE MEMBER OF THE BASIS FOR SUCH BELIEF AND AFFORD THE MEMBER AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. IF, AFTER HEARING THE RESPONSE OF THE MEMBER AND MAKING SUCH FURTHER INVESTIGATION AS MAY BE WARRANTED IN THE CIRCUMSTANCES, THE BOARD OR COMMITTEE DETERMINES THAT THE MEMBER HAS IN FACT FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION OF THE PRESIDENT AND CHIEF FINANCIAL OFFICER OF SOUTHERN CALIFORNIA PRESBYTERIAN HOMES IS REVIEWED ANNUALLY FOR MARKET COMPETITIVENESS AND INTERMEDIATE SANCTIONS COMPLIANCE BY A COMPENSATION COMMITTEE OF THE HUMANGOOD BOARD. COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES IS REVIEWED BY THE CEO WITH DISCLOSURE TO THE COMPENSATION COMMITTEE. THE HUMANGOOD BOARD MEMBERS AND CEO ARE INDEPENDENT WITH RESPECT TO THE INDIVIDUALS WHOSE COMPENSATION IS BEING REVIEWED. THE BOARD AND PRESIDENT RELY UPON WAGE AND SALARY STUDIES AND/OR REGULAR REVIEW BY A COMPENSATION CONSULTANT TO PROVIDE COMPARABLE SALARY DATA FOR THEIR CONSIDERATION. DECISIONS REGARDING COMPENSATION ARE DOCUMENTED ON A CONTEMPORANEOUS BASIS. |
| FORM 990, PART VI, SECTION C, LINE 18 | OUR ORGANIZATION MAKES ITS FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC IN SEVERAL WAYS. THEY ARE AVAILABLE IN OUR ANNUAL FILING OF FORM 990 WHICH THE PUBLIC CAN ACCESS THROUGH THE INTERNET AT SUCH SITES AS GUIDESTAR.ORG AND FOUNDATION CENTER (HTTP://TFCNY.FDNCENTER.ORG/990S/990SEARCH/ESEARCH.PHP). ALSO, DUE TO THE TAX EXEMPT BONDS SOME OF OUR ENTITIES HAVE, OUR FINANCIAL STATEMENTS ARE AVAILABLE FROM OUR TAX EXEMPT BOND ISSUANCE DOCUMENTS ON EMMA. OUR ANNUAL REPORTS AND SEVERAL OTHER DOCUMENTS ARE AVAILABLE ON OUR COMPANY'S WEBSITE AT WWW.THEBEGROUP.ORG AS WELL AS OUR CONTACT INFORMATION, WHICH THE PUBLIC CAN USE TO OBTAIN OUR ADDRESS AND PHONE NUMBER TO MAKE THE REQUEST FOR ANY OF THIS INFORMATION BY TELEPHONE, MAIL, OR EMAIL. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE FOR INSPECTION UPON REQUEST. |
| FORM 990, PART VII, SECTION A | THE NUMBER OF HOURS FOR CEO AND CFO REPRESENT TIME SPENT ON THIS ORGANIZATION AND ALL RELATED ORGANIZATIONS. |
| FORM 990, PART XI, LINE 9: | PENSION REFLECTED CHANGES OTHER THAN NET PERIODIC PENSION COST 3,148,000. NET ASSETS RELEASED FROM RESTRICTIONS - (2415)PURCHASE OF EQUIPMENT 222,000. EQUITY TRANSFER - TWELVE OAKS -1,712,000. |
| FORM 990, PART XI, LINE 2C | SCPH'S BOARD OF DIRECTORS HAS DELEGATED AN AUDIT COMMITTEE TO THE OVERSIGHT AND REVIEW OF THE AUDITED FINANCIAL STATEMENTS AND MAKE RECOMMENDATIONS TO ALL THE VOTING MEMBERS OF THE BOARD. DURING FISCAL YEAR 2016, THERE WERE NO CHANGES BY THE AUDIT COMMITTEE IN THEIR PROCESS OF REVIEWING THE AUDITED FINANCIAL STATEMENTS OR THEIR SELECTION OF THE INDEPENDENT AUDITORS. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (41 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|
| VENICE SENIOR HOUSING CORP DBA ADDA & PAUL SAFRAN SR HOUSING | ||||||||||
| 151 OCEAN FRONT WALK | VENICE | CA | 90291 | 954607627 | LOW INCOME SENIOR HOUSING | CA | 501(C)(3) | LINE 7 | 0 | |
| BEACON SENIOR HOUSING CORP DBA ROSEWOOD COURT | ||||||||||
| 1888 N FAIR OAKS AVE | PASADENA | CA | 91103 | 311654224 | LOW INCOME SENIOR HOUSING | CA | 501(C)(3) | LINE 7 | 0 | |
| CANTERBURY VILLAGE RETIREMENT CORP | ||||||||||
| 23420 AVENIDA ROTELLA | SANTA CLARITA | CA | 91355 | 953864198 | LOW INCOME SENIOR HOUSING | CA | 501(C)(3) | LINE 7 | 0 | |
| CASA DE LA PALOMA | ||||||||||
| 133 S KENWOOD STREET | GLENDALE | CA | 91205 | 953276173 | LOW INCOME SENIOR HOUSING | CA | 501(C)(3) | LINE 7 | 0 | SO CAL PRESBY HOMES(DBABEGROUP) |
| CASTLE ARGYLE | ||||||||||
| 1919 NO ARGYLE AVENUE | LOS ANGELES | CA | 90068 | 954454256 | LOW INCOME SENIOR HOUSING | CA | 501(C)(3) | LINE 7 | 0 | |
| MOUNTAIN PARK TERRACE INC DBA CLARK TERRACE | ||||||||||
| 2660 CLARK AVENUE | NORCO | CA | 92860 | 954570416 | LOW INCOME SENIOR HOUSING | CA | 501(C)(3) | LINE 7 | 0 | |
| SENIOR AFFORDABLE HOUSING CORP #2 DBA CLARK TERRACE II | ||||||||||
| 2680 CLARK AVENUE | NORCO | CA | 92860 | 311718833 | LOW INCOME SENIOR HOUSING | CA | 501(C)(3) | LINE 7 | 0 | |
| SOROPTIMIST GARDENS HOUSING CORP DBA THE GARDENS | ||||||||||
| 333 MONTEREY ROAD | GLENDALE | CA | 91206 | 953927250 | LOW INCOME SENIOR HOUSING | CA | 501(C)(3) | LINE 7 | 0 | |
| BANDERA SENIOR HOUSING CORP DBA GEORGE MCDONALD COURT | ||||||||||
| 1800 E 92ND STREET | LOS ANGELES | CA | 90002 | 311538768 | LOW INCOME SENIOR HOUSING | CA | 501(C)(3) | LINE 7 | 0 | |
| SENIOR AFFORDABLE HOUSING CORP #1 DBA OTTO GRUBER HOUSE | ||||||||||
| 143 S ISABEL STREET | GLENDALE | CA | 91205 | 311538772 | LOW INCOME SENIOR HOUSING | CA | 501(C)(3) | LINE 7 | 0 | |
| PARK PASEO | ||||||||||
| 123 S ISABEL STREET | GLENDALE | CA | 91205 | 953628584 | LOW INCOME SENIOR HOUSING | CA | 501(C)(3) | LINE 7 | 0 | |
| WESTMINSTER COURT | ||||||||||
| 6850 FLORENCE AVENUE | BELL GARDENS | CA | 90201 | 953866226 | LOW INCOME SENIOR HOUSING | CA | 501(C)(3) | LINE 7 | 0 | |
| SENIOR AFFORDABLE HOUSING CORP #3 DBA HADLEY VILLAS | ||||||||||
| 78-875 AVENUE 47 | LA QUINTA | CA | 92253 | 300032287 | LOW INCOME SENIOR HOUSING | CA | 501(C)(3) | LINE 7 | 0 | |
| SENIOR AFFORDABLE HOUSING CORP #4 DBA MOUNTAIN VISTAS | ||||||||||
| 675 PEPPERTREE LANE | REDDING | CA | 96003 | 300032292 | LOW INCOME SENIOR HOUSING | CA | 501(C)(3) | LINE 7 | 0 | |
| SYCAMORE TERRACE INC | ||||||||||
| 1301 SAN BERNARDINO ROAD | UPLAND | CA | 91786 | 953248885 | LOW INCOME SENIOR HOUSING | CA | 501(C)(3) | LINE 7 | 0 | |
| SOUTHERN CALIFORNIA PRESBYTERIAN HOMES FOUNDATION | ||||||||||
| 516 BURCHETT STREET | GLENDALE | CA | 91203 | 911931309 | FUNDRAISING, FINANCIAL RESOURCES TO RELATED ENTITIES | CA | 501(C)(3) | LINE 9 | 0 | SO CAL PRESBY HOMES(DBABEGROUP) |
| CENTER FOR AGING RESOURCES | ||||||||||
| 516 BURCHETT STREET | GLENDALE | CA | 91203 | 330368618 | INACTIVE CORPORATION | CA | 501(C)(3) | LINE 7 | 0 | SO CAL PRESBY HOMES(DBABEGROUP) |
| COMMUNITY CARE FOR ADULTS | ||||||||||
| 516 BURCHETT STREET | GLENDALE | CA | 91203 | 330110895 | INACTIVE CORPORATION | CA | 501(C)(3) | LINE 9 | 0 | SO CAL PRESBY HOMES(DBABEGROUP) |
| KIRKWOOD ASSISTED LIVING RESIDENCE - ORANGE | ||||||||||
| 516 BURCHETT STREET | GLENDALE | CA | 91203 | 330605054 | RESIDENTIAL CARE FACILITY FOR THE ELDERLY | CA | 501(C)(3) | LINE 9 | 0 | SO CAL PRESBY HOMES(DBABEGROUP) |
| PRESBYTERIAN HOMES AND SERVICES OF THE WEST | ||||||||||
| 516 BURCHETT STREET | GLENDALE | CA | 91203 | 956058276 | INACTIVE CORPORATION | CA | 501(C)(3) | LINE 9 | 0 | SO CAL PRESBY HOMES(DBABEGROUP) |
| REDDING ASSISTED LIVING CORP DBA KIRKWOOD REDDING | ||||||||||
| 516 BURCHETT STREET | GLENDALE | CA | 91203 | 680385058 | RESIDENTIAL CARE FACILITY FOR THE ELDERLY | CA | 501(C)(3) | LINE 9 | 0 | SO CAL PRESBY HOMES(DBABEGROUP) |
| REDWOOD FOUNDATION FOR SENIOR SERVICES | ||||||||||
| 516 BURCHETT STREET | GLENDALE | CA | 91203 | 330368622 | INACTIVE CORPORATION | CA | 501(C)(3) | LINE 9 | 0 | SO CAL PRESBY HOMES(DBABEGROUP) |
| REDWOOD SENIOR HOMES AND SERVICES DBA REDWOOD ELDERLINK | ||||||||||
| 516 BURCHETT STREET | GLENDALE | CA | 91203 | 954634615 | HOME AND COMMUNITY BASED SERVICES | CA | 501(C)(3) | LINE 9 | 0 | SO CAL PRESBY HOMES(DBABEGROUP) |
| TWELVE OAKS FOUNDATION | ||||||||||
| 2820 SYCAMORE AVENUE | LA CRESCENTA | CA | 91214 | 951750019 | ASSISTED LIVING RESIDENCE/RESIDENTIAL CARE FACILITY FOR THE ELDERLY | CA | 501(C)(3) | LINE 9 | 0 | SO CAL PRESBY HOMES(DBABEGROUP) |
| WESTMINSTER GARDENS | ||||||||||
| 1420 SANTO DOMINGO | DUARTE | CA | 91010 | 951644046 | CONTINUING CARE RETIREMENT COMMUNITY | CA | 501(C)(3) | LINE 9 | 0 | SO CAL PRESBY HOMES(DBABEGROUP) |
| SENIOR AFFORDABLE HOUSING CORP #6 WILLIAM C ARTHUR TERRACE | ||||||||||
| 1275 W 8TH STREET | CORONA | CA | 92882 | 300204104 | LOW INCOME SENIOR HOUSING | CA | 501(C)(3) | LINE 7 | 0 | |
| ANDRES DUARTE TERRACE | ||||||||||
| 1730 HUNTINGTON DRIVE | DUARTE | CA | 91010 | 300155849 | LOW INCOME SENIOR HOUSING | CA | 501(C)(3) | LINE 7 | 0 | |
| LC HOTCHKISS TERRACE | ||||||||||
| 51 BARSTOW AVENUE | CLOVIS | CA | 93612 | 300155895 | LOW INCOME SENIOR HOUSING | CA | 501(C)(3) | LINE 7 | 0 | |
| REDDING MOUNTAIN VISTAS II | ||||||||||
| 385 HILLTOP DRIVE | REDDING | CA | 96003 | 300239400 | LOW INCOME SENIOR HOUSING | CA | 501(C)(3) | LINE 7 | 0 | |
| SIERRA GATEWAY SENIOR RESIDENCE | ||||||||||
| 5125 N MARTY AVENUE | FRESNO | CA | 93711 | 300239445 | LOW INCOME SENIOR HOUSING | CA | 501(C)(3) | LINE 7 | 0 | |
| LIL JACKSON SENIOR COMMUNITY | ||||||||||
| 516 BURCHETT STREET | GLENDALE | CA | 91203 | 412205339 | LOW INCOME SENIOR HOUSING | CA | 501(C)(3) | LINE 7 | 0 | |
| SYCAMORE TERRACE INC DBA COVENANT MANOR | ||||||||||
| 600 E FOURTH STREET | LONG BEACH | CA | 90802 | 953248885 | LOW INCOME SENIOR HOUSING | CA | 501(C)(3) | LINE 7 | 0 | SO CAL PRESBY HOMES(DBABEGROUP) |
| PALMER AVENUE RETIREMENT CORP | ||||||||||
| 516 BURCHETT STREET | GLENDALE | CA | 91203 | 953864197 | LOW INCOME SENIOR HOUSING | CA | 501(C)(3) | LINE 9 | 0 | SO CAL PRESBY HOMES(DBABEGROUP) |
| REDWOOD SENIOR HOMES AND SERVICES DBA REDWOOD TERRACE | ||||||||||
| 710 W 13TH AVENUE | ESCONDIDO | CA | 92025 | 954634615 | CONTINUING CARE RETIREMENT COMMUNITY | CA | 501(C)(3) | LINE 9 | 0 | SO CAL PRESBY HOMES(DBABEGROUP) |
| SYCAMORE TERRACE INC DBA ROYAL VISTA TERRACE | ||||||||||
| 1310 ROYAL OAKS DRIVE | DUARTE | CA | 91010 | 953248885 | LOW INCOME SENIOR HOUSING | CA | 501(C)(3) | LINE 7 | 0 | SO CAL PRESBY HOMES(DBABEGROUP) |
| WESTMINSTER GARDENS DEVELOPMENT ENDOWMENT CORP | ||||||||||
| 516 BURCHETT STREET | GLENDALE | CA | 91203 | 954323750 | INACTIVE CORPORATION | CA | 501(C)(3) | LINE 9 | 0 | SO CAL PRESBY HOMES(DBABEGROUP) |
| PRESBYTERIAN HOMES OF THE WEST | ||||||||||
| 516 BURCHETT STREET | GLENDALE | CA | 91203 | 954581745 | INACTIVE CORPORATION | CA | 501(C)(3) | LINE 9 | 0 | SO CAL PRESBY HOMES(DBABEGROUP) |
| ROSE VIEW TERRACE | ||||||||||
| 516 BURCHETT STREET | GLENDALE | CA | 91203 | 264333422 | LOW INCOME SENIOR HOUSING | CA | 501(C)(3) | LINE 7 | 0 | |
| SIERRA GATEWAY SENIOR RESIDENCE II | ||||||||||
| 516 BURCHETT STREET | GLENDALE | CA | 91203 | 454945583 | LOW INCOME SENIOR HOUSING | CA | 501(C)(3) | LINE 7 | 0 | |
| REDWOOD SENIOR HOMES AND SERVICES DBA REDWOOD TOWN COURT | ||||||||||
| 710 W 13TH AVENUE | ESCONDIDO | CA | 92025 | 954634615 | CONTINUING CARE RETIREMENT COMMUNITY | CA | 501(C)(3) | LINE 9 | 0 | SO CAL PRESBY HOMES(DBABEGROUP) |
| KIRKWOOD ASSISTED LIVING RESIDENCE - GLENDALE | ||||||||||
| 516 BURCHETT STREET | GLENDALE | CA | 91203 | 330368620 | LOW INCOME SENIOR HOUSING | CA | 501(C)(3) | LINE 9 | 0 | SO CAL PRESBY HOMES(DBABEGROUP) |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (11 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CASA DE LA PALOMA LLC | |||||||||||
| 133 S KENWOOD STREET | GLENDALE | CA | 91205 | 460922474 | LOW-INCOME SENIOR HOUSING | CA | SO CAL PRESBY HOMES(DBABEGROUP) | RELATED | 0 | 0 | 0.75000 |
| CASA DE LA PALOMA LP | |||||||||||
| 133 S KENWOOD STREET | GLENDALE | CA | 91205 | 460932752 | LOW-INCOME SENIOR HOUSING | CA | CASA DE LA PALOMA LLC | 0 | Yes (1) | 0.00010 | |
| COVENANT MANOR LLC | |||||||||||
| 600 E FOURTH STREET | LONG BEACH | CA | 90802 | 463324451 | LOW-INCOME SENIOR HOUSING | CA | SO CAL PRESBY HOMES(DBABEGROUP) | RELATED | 0 | 0 | 0.75000 |
| COVENANT MANOR LP | |||||||||||
| 600 E FOURTH STREET | LONG BEACH | CA | 90802 | 463207740 | LOW-INCOME SENIOR HOUSING | CA | COVENANT MANOR LLC | 0 | Yes (1) | 0.00010 | |
| ANDRES DUARTE TERRACE II LP | |||||||||||
| 1700 HUNTINGTON DRIVE | DUARTE | CA | 91010 | 462229549 | LOW-INCOME SENIOR HOUSING | CA | ANDRES DUARTE TERRACE II LLC | 0 | Yes (1) | 0.00010 | |
| PALMER HOUSE LP | |||||||||||
| 555 E PALMER AVENUE | GLENDALE | CA | 91205 | 954315786 | LOW-INCOME SENIOR HOUSING | CA | SO CAL PRESBY HOMES(DBABEGROUP) | RELATED | 0 | Yes (1) | 0.99000 |
| SYCAMORE TERRACE UPLAN LP | |||||||||||
| 1301 SAN BERNARDINO ROAD | UPLAND | CA | 91786 | 472115019 | LOW-INCOME SENIOR HOUSING | CA | SYCAMORE TERRACE LLC | 0 | Yes (1) | 0.00010 | |
| SYCAMORE TERRACE LLC | |||||||||||
| 1301 SAN BERNARDINO ROAD | UPLAND | CA | 91786 | 472131461 | LOW-INCOME SENIOR HOUSING | CA | SO CAL PRESBY HOMES(DBABEGROUP) | 0 | 0 | 0.75000 | |
| ROYAL VISTA TERRACE APTS LP | |||||||||||
| 1310 ROYAL OAKS DRIVE | DUARTE | CA | 91010 | 463207740 | LOW-INCOME SENIOR HOUSING | CA | ROYAL VISTA TERRACE APTS LLC | 0 | Yes (1) | 0.00010 | |
| ROYAL VISTA TERRACE APTS LLC | |||||||||||
| 1310 ROYAL OAKS DRIVE | DUARTE | CA | 91010 | 464242082 | LOW-INCOME SENIOR HOUSING | CA | SO CAL PRESBY HOMES(DBABEGROUP) | RELATED | 0 | 0 | 0.75000 |
| ANDRES DUARTE TERRACE II LLC | |||||||||||
| 1700 HUNTINGTON DRIVE | DUARTE | CA | 91010 | 462428601 | LOW-INCOME SENIOR HOUSING | CA | SO CAL PRESBY HOMES(DBABEGROUP) | 0 | 0 | 1.00000 | |
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 | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| REDDING RETIREMENT HOUSING CORPORATION | |||||||||
| 516 BURCHETT STREET | GLENDALE | CA | 91203 | 954756544 | INACTIVE CORPORATION | CA | SO CAL PRESBY HOMES(DBABEGROUP) | C | 0 |
| SOUTHWEST PRESBYTERIAN HOMES AND SERVICES | |||||||||
| 516 BURCHETT STREET | GLENDALE | CA | 91203 | 954756541 | INACTIVE CORPORATION | CA | SO CAL PRESBY HOMES(DBABEGROUP) | C | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | 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 | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | 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 (5 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| BEGROUP FOUNDATION | ||
| R | $2,252,789 | ACTUAL AMOUNTS |
| BEGROUP FOUNDATION | ||
| S | $230,269 | ACTUAL AMOUNTS |
| BEGROUP FOUNDATION | ||
| O | $1,038,066 | ACTUAL AMOUNTS |
| BEGROUP FOUNDATION | ||
| P | $976,155 | ACTUAL AMOUNTS |
| BEGROUP FOUNDATION | ||
| Q | $553,762 | ACTUAL AMOUNTS |
Comments