BRITISH HOME IN CALIFORNIA LTD: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- BRITISH HOME IN CALIFORNIA LTD (EIN 95-1727641)
- Tax period
- 2014-12-01 to 2015-11-30
- Filed
- 2016-04-07
- IRS object ID
- 201620989349300517
- Schema version
- 2014v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-04-07T09:01:51-07:00 | ReturnTs |
| Tax Period End | 2015-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GARIBIAN & ASSOCIATES ACCOUNTANCY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 417 S 1ST AVE | AddressLine1Txt |
| City | ARCADIA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 910063830 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 951727641 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BRITISH HOME IN CALIFORNIA LTD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BRIT | BusinessNameControlTxt |
| Phone | 6263557240 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 647 MANZANITA AVE | AddressLine1Txt |
| City | SIERRA MADRE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91024 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN MASTERS | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2016-04-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Eva Garibian CPA | PreparerPersonNm |
| PTIN | P00366549 | PTIN |
| Phone | 6264453665 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,774,565 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| All Affiliates Included | false | AllAffiliatesIncludedInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | http://www.britishhome-ca.us/ | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1930 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | PROVIDE BOTH ONGOING CONTINUING LIFE CARE AND ASSISTED LIVING SERVICES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 33 | TotalEmployeeCnt |
| Total Volunteers | 7 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $470,970 | PYContributionsGrantsAmt |
| CY Contributions Grants | $213,872 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $993,503 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,008,205 | CYProgramServiceRevenueAmt |
| PY Investment Income | $677,027 | PYInvestmentIncomeAmt |
| CY Investment Income | $792,086 | CYInvestmentIncomeAmt |
| PY Other Revenue | $121 | PYOtherRevenueAmt |
| CY Other Revenue | $791 | CYOtherRevenueAmt |
| PY Total Revenue | $2,141,621 | PYTotalRevenueAmt |
| CY Total Revenue | $2,014,954 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $871,973 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $885,831 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $730,245 | PYOtherExpensesAmt |
| CY Other Expenses | $719,578 | CYOtherExpensesAmt |
| PY Total Expenses | $1,602,218 | PYTotalExpensesAmt |
| CY Total Expenses | $1,605,409 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $539,403 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $409,545 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $22,990,023 | TotalAssetsBOYAmt |
| Total Assets EOY | $22,687,467 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $353,486 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $239,878 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $22,636,537 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $22,447,589 | NetAssetsOrFundBalancesEOYAmt |
| Mission | PROVIDE BOTH ONGOING CONTINUING LIFE CARE AND ASSISTED LIVING SERVICES. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,206,759 | ExpenseAmt |
| Revenue | $1,008,205 | RevenueAmt |
| Desc | OPERATE A STATE OF CALIFORNIA LICENSED RETIREMENT FACILITY IN SOUTHERN CALIFORNIA, AND PROVIDE BOTH ONGOING CONTINUING LIFE CARE AND ASSISTED LIVING SERVICES FOR A MAXIMUM OF 41 RESIDENTS. | Desc |
| Total Program Service Expenses | $1,206,759 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 12 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | false | BackupWthldComplianceInd |
| Employee | 33 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Org Filed In Lieu Of Form1041 | false | OrgFiledInLieuOfForm1041Ind |
| Licensed More Than One State | false | LicensedMoreThanOneStateInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | false | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | false | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | false | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | false | RegularMonitoringEnfrcInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THE BRITISH HOME IN CALIFORNIA | PersonNm |
| Phone | 6263557240 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 647 MANZANITA AVE | AddressLine1Txt |
| City | SIERRA MADRE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91024 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (7 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 |
|---|---|---|---|---|---|---|---|
| SUSAN MASTERS | |||||||
| President | 4.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| FRANCESCA GASTIL | |||||||
| CORRESPONDING | 4.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BRENDA JARVIS | |||||||
| 3RD VICE PRESID | 4.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| LINDA BERAN | |||||||
| 1ST VICE PRESID | 4.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JENNIFER STEPHENS | |||||||
| RECORDING SEC | 4.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KELLY PACK | |||||||
| Treasurer | 4.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ALISON M NELSON | |||||||
| 2ND VICE PRESID | 4.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $35,015 | FundraisingAmt |
| All Other Contributions | $178,857 | AllOtherContributionsAmt |
| Total Contributions | $213,872 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| AMORT - NONREFUNDABLE FEE | $950 | $950 |
| AMORT - REFUNDABLE FEE | $28,910 | $28,910 |
| CHANGE IN SERVICE OBLIG. | $76,393 | $76,393 |
| RESIDENT INCOME | $901,952 | $901,952 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,008,205 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $655,428 | TotalRevenueColumnAmt |
| Exclusion | $655,428 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,892,509 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,755,851 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $136,658 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $136,658 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $136,658 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $3,760 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $35,015 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $3,760 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Total Revenue Column | $791 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $791 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $791 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,014,954 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,145,654 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $655,428 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $800,596 | TotalAmt |
| Program Services | $655,870 | ProgramServicesAmt |
| Management And General | $144,726 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,645 | TotalAmt |
| Program Services | $13,930 | ProgramServicesAmt |
| Management And General | $6,715 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,590 | TotalAmt |
| Program Services | $52,914 | ProgramServicesAmt |
| Management And General | $11,676 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,675 | TotalAmt |
| Management And General | $30,675 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $111,497 | TotalAmt |
| Management And General | $111,497 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,769 | TotalAmt |
| Management And General | $1,769 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $710 | TotalAmt |
| Management And General | $710 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,808 | TotalAmt |
| Management And General | $12,808 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,764 | TotalAmt |
| Management And General | $5,764 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $129,619 | TotalAmt |
| Program Services | $111,102 | ProgramServicesAmt |
| Management And General | $18,517 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,990 | TotalAmt |
| Program Services | $74,541 | ProgramServicesAmt |
| Management And General | $16,449 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| RESIDENT CARE | $170,332 | $169,759 | $573 |
| UTILITIES | $55,931 | $47,925 | $8,006 |
| REPAIRS & MAINTENANCE | $54,954 | $47,104 | $7,850 |
| GARDEN MAINTENANCE | $21,491 | $18,421 | $3,070 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,038 | TotalAmt |
| Program Services | $15,193 | ProgramServicesAmt |
| Management And General | $17,845 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,605,409 | TotalAmt |
| Program Services | $1,206,759 | ProgramServicesAmt |
| Management And General | $398,650 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $341,958 | BOYAmt |
| EOY | $258,481 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $497,367 | BOYAmt |
| EOY | $1,021,197 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,802 | BOYAmt |
| EOY | $2,727 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,040 | BOYAmt |
| EOY | $47,570 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $4,510,386 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,251,551 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,287,365 | BOYAmt |
| EOY | $2,258,835 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,661,609 | BOYAmt |
| EOY | $18,936,843 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $167,882 | BOYAmt |
| EOY | $161,814 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,990,023 | BOYAmt |
| EOY | $22,687,467 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $105,757 | BOYAmt |
| EOY | $107,803 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $247,729 | BOYAmt |
| EOY | $132,075 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $353,486 | BOYAmt |
| EOY | $239,878 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,636,537 | BOYAmt |
| EOY | $22,447,589 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,636,537 | BOYAmt |
| EOY | $22,447,589 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,990,023 | BOYAmt |
| EOY | $22,687,467 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $409,545 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$481,937 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$116,556 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $187,542 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $400,852 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $171,744 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $470,970 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $213,872 | CurrentTaxYearAmt |
| Total | $1,444,980 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $187,542 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $400,852 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $171,744 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $470,970 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $213,872 | CurrentTaxYearAmt |
| Total | $1,444,980 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $1,444,980 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $695,359 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $659,665 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $608,919 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $620,286 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $655,428 | CurrentTaxYearAmt |
| Total | $3,239,657 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $4,843 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,220 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $121 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $791 | CurrentTaxYearAmt |
| Total | $11,975 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $4,696,612 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $4,951,472 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.30770 | PublicSupportCY170Pct |
| Public Support PY170 | 0.30330 | PublicSupportPY170Pct |
| Ten Pct Facts Crcmstncs Test CY | Yes (X) | TenPctFactsCrcmstncsTestCYInd |
| Facts And Circumstances Test | Prior Year Facts and Circumstances: The Organization normally receives public support directly from a large number of individuals and organizations and continues to seek additional donations from the general public.The Organization is a lifetime and continuing care retirement community for members of the general public. | FactsAndCircumstancesTestTxt |
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
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $648,881 | OtherCostOrOtherBasisAmt |
| Book Value | $648,881 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,179,622 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,607,069 | DepreciationAmt |
| Book Value | $1,572,553 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $111,888 | OtherCostOrOtherBasisAmt |
| Depreciation | $102,821 | DepreciationAmt |
| Book Value | $9,067 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $569,995 | OtherCostOrOtherBasisAmt |
| Depreciation | $541,661 | DepreciationAmt |
| Book Value | $28,334 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,258,835 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| MONTHLY RESIDENT DEPOSITS | $51,078 |
| NON-REFUNDABLE ADVANCES | $621 |
| OBLIGATION TO PROVIDE FUTURE SERVICES | $69,718 |
| REFUNDABLE ADVANCES | $10,656 |
| Rounding | $2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $132,075 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $1,416,461 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$481,937 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $20,102 | OtherRevenueAmt |
| Revenue Not Reported | -$461,835 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,878,296 | RevenueSubtotalAmt |
| Other Revenues Not Included | $136,658 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $136,658 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $2,014,954 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,605,409 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $1,605,409 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $1,605,409 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 | GAAP REALIZED GAIN ON SALE OF INVESTMENT $20102 SPECIAL EVENT EXPENSES $0 |
| Part XI, Line 4b: Other revenue amounts included on 990 but not included in F/S | TAX REALIZED GAIN ON SALE OF INVESTMENTS $136658 |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agrmt Prof Fundraising Acty | false | AgrmtProfFundraisingActyInd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | JUNE FAIRE | Event1Nm |
| Gross Receipts Event1 | $33,050 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $29,783 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $3,267 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $3,267 | OtherDirectExpensesEvent1Amt |
| Event2 | INGATHERING TEA | Event2Nm |
| Gross Receipts Event2 | $5,725 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $5,232 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $493 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $493 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $38,775 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $35,015 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $3,760 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $3,760 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $3,760 | DirectExpenseSummaryEventsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 11b: Form 990 Review Process | THE GOVERNING BODY WILL REVIEW A DRAFT OF THE TAX RETURN BEFORE APPROVING AND SIGNING A FINAL COPY. |
| Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | NO DOCUMENTS AVAILABLE TO THE PUBLIC. |
| Other Changes In Net Assets Or Fund Balances - Other Increases | GAAP REALIZED GAIN ON SALE OF INVESTMENT = $20102 |
| Other Changes In Net Assets Or Fund Balances - Other Decreases | TAX REALIZED GAIN ON SALE OF INVESTMENT = -$136658 |
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