2016-11-15T12:42:05-06:00 2015-12-31 910189318 Moss Adams LLP 3121 W March Ln Ste 200 Stockton CA 952192367 990 2015-01-01 942906307 Eskaton ESKA 9163340810 5105 Manzanita Avenue Carmichael CA 95608 Bill Pace CFO 9163340810 2016-11-10 1 Tracy S Paglia P00366884 2099556100 2016-11-10 2015 2017-02-10 21:41:12Z Todd S Murch 5105 Manzanita Avenue Carmichael CA 95608 4597241 0 X WWW.ESKATON.ORG X 1967 CA To enhance the quality of life of seniors through innovative health, housing and social services. 13 12 41 0 0 0 701995 2696654 763930 1900587 0 0 0 0 1465925 4597241 0 755857 0 0 956637 2470820 0 0 0 500658 875922 1457295 4102599 8630 494642 2379495 2963243 61263 150369 2318232 2812874 The primary mission is to enhance the quality of life of seniors through innovative health, housing and social services. 0 0 407414 0 646871 Adult Day Health Care (ADHC): ADHC provides help for families caring for an older adult at home. The program offers health and support services five days a week, enabling clients to live independently longer and giving families peace of mind knowing that their elderly family member is safe during the day. Clients enjoy the companionship of their peers, interesting recreational activities and a hot meal arranged by staff members who also monitor their health and medical condition. ADHC operating statistics - Participant days: 8,926Please visit the Eskaton website (www.eskaton.org) for the Eskaton Annual Report. 91548 0 0 TELEPHONE REASSURANCE PROGRAM (TR): TR TRAINS AND ORGANIZES VOLUNTEERS WHO MAKE DAILY CALLS AND BIWEEKLY VISITS TO SENIORS WHO MIGHT OTHERWISE BE ISOLATED IN THEIR HOMES. TR OPERATING STATISTICS - TR TELEPHONE CALLS: 75,739; TR HOME VISITS: 279; TR SENIOR COMPANION VISITS: 1,880 PLEASE VISIT THE ESKATON WEBSITE (WWW.ESKATON.ORG) FOR THE ESKATON ANNUAL REPORT. 2480942 755857 1253716 LIVE WELL AT HOME (LWH): LWH IS A MEMBERSHIP PROGRAM WHICH PROVIDES NONMEDICAL HOME CARE VISITS TO OLDER ADULTS WHO REQUIRE ASSISTANCE WITH ACTIVITIES OF DAILY LIVING IN ORDER TO REMAIN INDEPENDENT IN THEIR HOMES. LWH ALSO PROVIDES CARE MANAGEMENT SERVICES TO ASSIST OLDER ADULTS AND THEIR FAMILIES GUIDANCE IN COORDINATING VARIOUS SERVICES & CARE. PLEASE VISIT THE ESKATON WEBSITE (WWW.ESKATON.ORG) FOR THE ESKATON ANNUAL REPORT. 2979904 1 1 0 0 0 0 0 0 0 0 1 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 1 1 0 1 41 1 0 0 0 0 0 0 0 0 0 0 X 13 12 0 1 0 0 0 1 0 1 1 0 0 0 1 1 1 1 1 1 1 0 CA X X Eduard Boogaard 9163395688 5105 Manzanita Avenue Carmichael CA 95608 Gay Marie Bone Board Member 0.10 0.60 X 0 0 0 Anne Burns Johnson Board Member 0.10 0.60 X 0 0 0 Margaret Dyer-Chamberlain Board Member 0.10 0.60 X 0 0 0 Carl Gerlach thru 52015 Vice Chair 0.10 0.60 X 0 0 0 Robert Edmondson Board Member 0.10 0.60 X 0 0 0 Doug Elmets Board Member 0.10 0.60 X 0 0 0 Wes G Justyn Chairperson 0.20 2.20 X 0 0 0 Samuel Perez Board Member 0.10 0.60 X 0 0 0 Victor Sipos Board Member 0.10 0.60 X 0 0 0 Lisa Yates Vice Chair 0.10 0.60 X 0 0 0 Patricia McFarland Board Member 0.10 0.60 X 0 0 0 Susan DeMarois Board Member 0.10 0.60 X 0 0 0 Chuck Schepel Board Member 0.10 0.60 X 0 0 0 Todd Murch President & CEO 2.00 52.00 X X 0 943093 35455 Bill Pace CFO 2.00 52.00 X 0 410890 33466 Elizabeth Donovan Secretary 2.00 52.00 X 0 383680 19523 0 1737663 88444 0 0 1 0 ESKATON PROPERTIES INC 5105 MANZANITA AVE CARMICHAEL CA 95608 MANAGEMENT FEE 137396 1 2654599 21015 21040 2696654 Live Well At Home 623000 1253716 1253716 ADULT DAY HEALTH CARE 623000 608314 608314 COST RECOVERY & Other 623000 38557 38557 1900587 4597241 1900587 0 0 755857 755857 1753718 1188398 565320 506627 343313 163314 210475 152814 57661 137396 93106 44290 9542 9542 85002 52904 32098 55108 53957 1151 127094 78416 48678 197542 133863 63679 58473 19589 38884 10385 1141 9244 33795 33795 72991 49462 23529 Recruitment & Post Empl 30062 1156 28906 Special Events 19099 979 18120 Dues & Subscription 10778 6830 3948 Licenses & Fees 8177 280 7897 20478 14044 6434 4102599 2979904 1122695 0 48369 181626 104910 136058 1771 17019 138008 1665781 466848 923808 1198933 1283618 1283618 0 25000 2379495 2963243 48489 138875 12774 11494 61263 150369 X 2318232 2812874 2318232 2812874 2379495 2963243 494642 0 X 0 1 X 1 0 X 2094531 317950 774740 701995 2696654 6585870 1495094 931068 690400 763930 1900587 5781079 3589625 1249018 1465140 1465925 4597241 12366949 2000000 232441 747295 670098 2581559 6231393 0 2000000 232441 747295 670098 2581559 6231393 6135556 3589625 1249018 1465140 1465925 4597241 12366949 0.49610 0.49820 0.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 873884 873884 350001 303514 46487 441896 163334 278562 1198933 Investment in CHC 58618 C Investment in Livable Design 1225000 C 1283618 X Part X, Line 2: FASB ASC Topic 740, Income Taxes, prescribes a recognition threshold and measurement attribute for financial statement disclosure of tax positions taken or expected to be taken on a tax return. Recognition of a tax position is determined when it is more likely than not that a tax position will be sustained on examination by the taxing authorities, including resolution of any related appeals or litigation processes. A tax position that meets the more likely than not recognition threshold is measured at the largest amount of benefit that is greater than 50% likely of being realized upon ultimate settlement with a taxing authority. Eskaton recognizes interest and penalties related to income tax matters in operating expenses. At December 31, 2015 and 2014, there were no such uncertain tax positions. 1 ESKATON PROPERTIES INC 5105 MANZANITA AVENUE CARMICHAEL CA 95608 942906316 501(C)(3) 755857 TO ASSIST WITH PROGRAMS 1 0 Part I, Line 2: THE ONLY GRANTS AWARDED ARE TO RELATED ORGANIZATION WITH COMMON MANAGEMENT TO ASSIST WITH PROGRAM OPERATION EXPENSES. 0 1 0 0 0 0 0 0 0 Todd Murch President & CEO 0 479360 0 197359 0 266374 0 7950 0 27505 0 978548 0 0 Bill Pace CFO 0 303390 0 107500 0 0 0 5961 0 27505 0 444356 0 0 Elizabeth Donovan Secretary 0 308680 0 75000 0 0 0 7950 0 11573 0 403203 0 0 Part I, Line 4b The plan is limited to key employees who are designated by the Board of Directors. The employee becomes fully vested upon the earlier of his/her termination of employment at his/her normal retirement date or his/her completion of 10 years of executive management service. Final average pay is calculated by averaging the annual compensation for the three consecutive years out of the last ten years of senior executive management service that results in the highest average. Todd Murch received a payment from the plan in the amount of $240,708. Part I, Line 3: Compensation for the president and CEO was determined by Eskaton properties, Inc., a related organization, that used one or more of the methods described on line 3 to establish compensation. Form 990, Part VI, Section A, line 3 Eskaton Properties, Inc. performs the organization's management duties through common officers and key employees. Form 990, Part VI, Section A, line 7a The organization has one corporate member. As a subsidiary corporation to the corporate member, all of the assets of the organization would be received by the corporate member upon dissolution. Form 990, Part VI, Section B, line 11 Data to prepare the 990 is gathered by the lead accountant. The return is prepared by a professional accounting firm and reviewed by the Director of Finance and the CFO. The final 990 is signed by the CFO. Form 990, Part VI, Section B, line 12c Officers and directors are required to annually disclose their potential conflicts of interest. Directors abstain from voting and do not participate in discussion of Board actions related to potential conflicts of interest. Form 990, Part VI, Section B, line 15 Compensation of the CEO is determined by a compensation committee of the board of directors. The compensation committee utilizes the services of a professional compensation consultant that provides data from a wide range of comparable organizations. For the COO, CFO, and other highly compensated employees, compensation is determined by the CEO based on annual (COO and CFO) or periodic (other highly compensated employees) recommendations from a professional compensation consultant and/or data from surveys of comparable organizations. This process is performed annually. The last review was November 2015. Form 990, Part VI, Section C, line 19 Eskaton's governing documents and conflict of interest policy are not routinely available to the public. The Eskaton financial statements are available to the public THROUGH GUIDESTAR AND upon request. CARMICHAEL HOMECARE SERVICES LLC 5105 MANZANITA AVE CARMICHAEL CA 95608 471928451 Homecare Services CA 1104653 0 N/A Eskaton Lodge Granite Bay 5105 Manzanita Avenue Carmichael CA 95608 941663809 Senior Residences & Services CA 501(c)(3) Line 9 N/A 1 Eskaton Village Grass Valley 5105 Manzanita Avenue Carmichael CA 95608 943358174 Senior Residences & Services CA 501(c)(3) Line 9 N/A 1 Eskaton Village Roseville 5105 Manzanita Avenue Carmichael CA 95608 680472230 Senior Residences & Services CA 501(c)(3) Line 9 N/A 1 ESKATON VILLAGE PLACERVILLE 5105 Manzanita Avenue Carmichael CA 95608 270704516 Senior Residences & Services CA 501(c)(3) Line 9 N/A 1 Eskaton Foundation 5105 Manzanita Avenue Carmichael CA 95608 680227233 Fundraising CA 501(c)(3) Line 7 N/A 1 Eskaton Properties Inc 5105 Manzanita Avenue Carmichael CA 95608 942906316 Senior Residences & Services CA 501(c)(3) Line 9 N/A 1 Eskaton Fountainwood Lodge 5105 Manzanita Avenue carmichael CA 95608 275246432 Senior Residences & Services CA 501(c)(3) Line 9 N/A 1 California Health Care Consultants 5105 Manzanita Avenue Carmichael CA 95608 942761402 Leased employees for senior residences CA Eskaton C 3009935 161270 1.00000 1 Livable Design 5105 Manzanita Avenue Carmichael CA 95608 942243808 Provide research & design principals to home builders CA Eskaton C 707966 1.00000 1 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 Eskaton Properties Inc C 2581559 FMV Eskaton Properties Inc P 264759 FMV Eskaton Foundation C 73040 FMV Eskaton Properties Inc B 755857 book