2016-12-21T14:38:36-08:00 2016-06-30 952242818 VICENTI LLOYD & STUTZMAN 2210 E ROUTE 66 STE 100 GLENDORA CA 917404676 990 2015-07-01 710876594 HOLLENBECK PALMS HOLL 3232636195 573 SOUTH BOYLE AVENUE LOS ANGELES CA 90033 MORRIS SHOCKLEY CFO 3232636195 2016-12-14 true TIMOTHY D EVANS CPA P00050546 6268577300 2016-12-14 2015 2017-02-10 21:41:12Z MORRIS SHOCKLEY 22826338 false X WWW.HOLLENBECKPALMS.COM X 2001 CA HOLLENBECK PALMS IS COMMITTED TO PROVIDING A RESIDENCE FOR THOSE IN THE LATER YEARS OF THEIR LIVES THAT ENCOMPASSES A HEALTHY ENVIRONMENT OF COMFORT, SAFETY, AND ENJOYMENT; THAT ATTENDS TO THEIR PHYSICAL, MENTAL, AND SPIRITUAL NEEDS; AND THAT IS QUICK TO RESPOND TO AND ASSIST IN THOSE NEEDS WHETHER IMMEDIATE OR LONG TERM, AND TO DO SO WITH GREAT COMPASSION, HONESTY, DIGNITY AND GENUINE LOVE. 8 8 230 0 507524 231151 13874368 15989024 3185089 2058337 142808 149584 17709789 18428096 0 0 8441471 8758822 1645 1645 8276417 8675943 16717888 17436410 991901 991686 88623374 87207152 45086276 42422016 43537098 44785136 X HOLLENBECK PALMS IS COMMITTED TO PROVIDING A RESIDENCE FOR THOSE IN THE LATER YEARS OF THEIR LIVES THAT ENCOMPASSES A HEALTHY ENVIRONMENT OF COMFORT, SAFETY, AND ENJOYMENT; THAT ATTENDS TO THEIR PHYSICAL, MENTAL, AND SPIRITUAL NEEDS; AND THAT IS QUICK TO RESPOND TO AND ASSIST IN THOSE NEEDS WHETHER IMMEDIATE OR LONG TERM, AND TO DO SO WITH GREAT COMPASSION, HONESTY, DIGNITY AND GENUINE LOVE. false false 10253881 15989024 HOLLENBECK PALMS PROVIDES CARE FOR THE AGING, INCLUDING RESIDENTIAL AND SKILLED NURSING CARE LIVING ARRANGEMENTS FOR THEIR MEMBERS. 10253881 true true false false false false false false false false true false false false true true true false false false false false false false false false false false false true true false false false false false false false false false false false false false false false false false false false true 201 0 true 230 true false false false false false false X 8 8 false false false false false false false true true false false false true true true true true true true false X JOHNNY YOUNG 3232636195 573 SOUTH BOYLE AVENUE LOS ANGELES CA 90033 DAVID ADAMS BOARD MEMBER 1.00 X 0 0 0 CAROL A JOHNSTON BOARD CHAIR 1.00 X 0 0 0 MICHAEL DAVIS BOARD MEMBER 1.00 X 0 0 0 CASEY ADAMS SECRETARY 1.00 X 0 0 0 TRACY HIRREL BOARD MEMBER 1.00 X 0 0 0 EDWARD S GARLOCK BOARD MEMBER 1.00 X 0 0 0 BETTY J FOGT BOARD MEMBER 1.00 X 0 0 0 WILLIAM KUMAGAI BOARD MEMBER 1.00 X 0 0 0 WILLIAM HEIDEMAN PRESIDENT/CE 40.00 X 256155 0 64666 MORRIS SHOCKLEY CFO 40.00 X 160937 0 52035 JOHNNY YOUNG CONTROLLER 40.00 X 111727 0 35926 PEGGY L HEIDEMAN ADMISSIONS D 40.00 X 125910 0 47322 RAY SHIVELY CHIEF ENGINE 40.00 X 122857 0 31101 JOHN M SHIVELY ENGINEER 40.00 X 115400 0 34066 IVANIA RAMIREZ DIRECTOR OF 40.00 X 109190 0 26862 1002176 291978 7 false true false TEAM REHAB INC 6531 SILENT HARBOR DR HUNTINGTON BEACH CA 92648 THERAPY 416215 CREATIVE LANDSCAPE & MAINT 23944 NOMAR ST WOODLAND HILLS CA 91367 LANDSCAPING 216931 2 231151 231151 SKILLED NURSING/RESIDENTIAL 11964967 11964967 MEDICARE/MEDICAID 4024057 4024057 15989024 1009371 1009371 5447208 4398242 1048966 1048966 1048966 BEAUTY/BARBER SHOP 57652 57652 GUEST MEAL/ICE CREAM 23877 23877 RENT REVENUES 22801 22801 45254 45254 149584 18428096 16138608 2058337 681446 681446 5598898 4787781 811117 2478478 1936514 541964 52981 52981 117867 117867 1645 1645 230507 83559 146948 271910 271910 908268 736031 172237 592825 592825 4812 4812 16502 2231 14271 103970 103970 1133395 1133395 250985 250985 OTHER EXPENSES 2162656 213950 1948706 PURCHASED SERVICES 1027251 748069 279182 FOOD EXPENSES 813008 813008 OTHER MEDICAL & MEDICARE 764443 764443 224563 168295 56268 17436410 10253881 7180884 1645 13032395 11143363 1187760 740637 988284 838277 1691232 1485234 162538 145213 197020 187096 50669477 21464517 27842035 29204960 40599746 40963702 2922364 2498670 88623374 87207152 3321962 3694626 21815000 21180000 10000000 10000000 9949314 7547390 45086276 42422016 X 39018809 40039082 3744966 3972731 773323 773323 43537098 44785136 88623374 87207152 991686 256352 X false true true X 80559 1288426 1086911 507524 231151 3194571 16010627 16859676 13770443 13874368 15989024 76504138 16091186 18148102 14857354 14381892 16220175 79698709 79698709 949652 1067915 1087659 1011754 1009371 5126351 949652 1067915 1087659 1011754 1009371 5126351 17040838 19216017 15945013 15393646 17229546 84825060 0.93960 0.93980 0.06000 0.06000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 28092 28092 44499289 17180964 27318325 6142096 4283553 1858543 29204960 OTHER LIABILITIES 7547390 7547390 X 18428096 18428096 18428096 17436410 17436410 17436410 SCHEDULE D, PAGE 3, PART X HOLLENBECK PALMS HAS EVALUATED ITS TAX POSITIONS AND THE CERTAINTY AS TO WHETHER THOSE POSTIONS WILL BE SUSTAINED IN THE EVENT OF AN AUDIT BY TAXING AUTHORITIES AT THE FEDERAL AND STATE LEVELS. THE PRIMARY TAX POSITIONS EVALUATED ARE RELATED TO THE CONTINUED QUALIFICATION AS A TAX-EXEMPT ORGANIZATION AND WHETHER THERE ARE UNRELATED BUSINESS INCOME ACTIVITIES CONDUCTED THAT WOULD BE TAXABLE. MANAGEMENT HAS DETERMINED THAT ALL INCOME TAX POSITIONS ARE MORE LIKELY THAN NOT (GREATER THAN 50%) OF BEING SUSTAINED UPON POTENTIAL AUDIT OR EXAMINATION; THEREFORE, NO DISCLOSURES OF UNCERTAIN INCOME TAX POSITIONS ARE REQUIRED. false false false false false false false false false WILLIAM HEIDEMAN PRESIDENT/CEO 256155 64666 320821 MORRIS SHOCKLEY CFO 160937 52035 212972 PEGGY L HEIDEMAN ADMISSIONS DIRECTOR 125910 47322 173232 RAY SHIVELY CHIEF ENGINEER 122857 31101 153958 A CALIFORNIA STATEWIDE COMMUNITIES DE 710876594 13079GAA1 2007-02-01 25300000 BOND PROCEEDS WERE USED TO DEMOLISH CERTAIN EXISTING BUILDINGS, CONSTRUCT A false false false A false false false false A false false false false false false false A false false false false false false false false false A false SCHEDULE K - PURPOSE OF ISSUE DESCRIPTION CALIFORNIA STATEWIDE COMMUNITIES DEV NEW THREE-STORY BUILDING CONSISTING OF RESIDENTIAL UNITS, UNDERGROUND PARKING, AND RELATED FACILITIES. ADDITIONAL CUSIP NUMBERS FOR SERIES A BONDS: 13079GAB9, 13079GAC7, 13079GAD5, 13079GAE3, 13079GAF0, 13079GAG8, 13079GAH6, 13079GAJ2. FORM 990 - ORGANIZATION'S MISSION HOLLENBECK PALMS IS COMMITTED TO PROVIDING A RESIDENCE FOR THOSE IN THE LATER YEARS OF THEIR LIVES THAT ENCOMPASSES A HEALTHY ENVIRONMENT OF COMFORT, SAFETY, AND ENJOYMENT; THAT ATTENDS TO THEIR PHYSICAL, MENTAL, AND SPIRITUAL NEEDS; AND THAT IS QUICK TO RESPOND TO AND ASSIST IN THOSE NEEDS WHETHER IMMEDIATE OR LONG TERM, AND TO DO SO WITH GREAT COMPASSION, HONESTY, DIGNITY AND GENUINE LOVE. FORM 990, PAGE 6, PART VI, LINE 11B NO REVIEW WAS OR WILL BE CONDUCTED. FORM 990, PAGE 6, PART VI, LINE 12C CONFLICT OF INTEREST STATEMENTS ARE SIGNED BY TRUSTEES ANNUALLY AND REVIEWED BY MANAGEMENT. FORM 990, PAGE 6, PART VI, LINE 15A BOARD OF TRUSTEES DETERMINES COMPENSATION FOR THE TOP OFFICIAL BASED ON COMPARABLE SALARIES IN THE LOCAL AREA. FORM 990, PAGE 6, PART VI, LINE 15B BOARD OF TRUSTEES DETERMINES COMPENSATION FOR ALL OFFICERS AND KEY EMPLOYEES, BASED ON COMPARABLE SALARIES IN THE LOCAL AREA. FORM 990, PAGE 6, PART VI, LINE 19 DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST FORM 990, PART XI, LINE 9 UNREALIZED GAIN / (LOSS) ON INVESTMENTS 846,012 CHANGE IN PENSION LIABILITY -574,119 PLEDGES DISCOUNT -15,541 TOTAL 256,352