2015-02-16T19:04:47-06:00 2014-06-30 952242818 VICENTI LLOYD & STUTZMAN 2210 E ROUTE 66 STE 100 GLENDORA CA 917404676 990 2013-07-01 710876594 HOLLENBECK PALMS HOLL 3232636195 573 SOUTH BOYLE AVENUE LOS ANGELES CA 90033 JOHNNY YOUNG CONTROLLER 3232636195 2015-02-09 TIMOTHY D EVANS CPA P00050546 6268577300 2015-02-09 2013 2016-02-25 16:41:14Z 21491489 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. 6 6 207 0 1343818 1086911 16859676 13770443 1545326 2601851 403880 140827 20152700 17600032 0 0 7990730 8144129 0 0 8147777 8162240 16138507 16306369 4014193 1293663 78107280 80332589 37607049 36081194 40500231 44251395 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 10011118 13911270 HOLLENBECK PALMS PROVIDES CARE FOR THE AGING, INCLUDING RESIDENTIAL AND SKILLED NURSING CARE LIVING ARRANGEMENTS FOR THEIR MEMBERS. 10011118 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 31 0 true 207 true false false false false false false X 6 6 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 PHIL SWAN 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 WILLIAM HEIDEMAN PRESIDENT/CE 40.00 X 193398 0 61225 MORRIS SHOCKLEY CFO 40.00 X 139579 0 38909 JOHNNY YOUNG CONTROLLER 40.00 X 98288 0 29550 RAY SHIVELY CHIEF ENGINE 40.00 X 148101 0 32999 CAMILLE GOLDSMITH DIRECTOR OF 40.00 X 122821 0 28036 JOHN M SHIVELY ENGINEER 40.00 X 110326 0 26957 PEGGY L HEIDEMAN ADMISSIONS D 40.00 X 104230 0 41768 916743 259444 6 false true false CREATIVE LANDSCAPE & MAINT 14877 SHETLAND LN FONTANA CA 92336 LANDSCAPING 128098 1 1086911 1086911 SKILLED NURSING/RESIDENTIAL 623990 9855670 9855670 MEDICARE/MEDICAID 623990 3914773 3914773 13770443 1087659 1087659 5405649 3891457 1514192 1514192 1514192 BEAUTY/BARBER SHOP 52254 52254 GUEST MEAL/ICE CREAM 24361 24361 RENT REVENUES 21561 21561 42651 42651 140827 17600032 13911270 2601851 560949 560949 5467671 4656738 810933 2115509 1772400 343109 30822 30822 116720 116720 192432 77992 114440 225940 225940 836665 690097 146568 683258 683258 2569 2569 16460 4104 12356 187988 187988 1182498 1182498 253686 253686 OTHER EXPENSES 1490678 173540 1317138 PURCHASED SERVICES 1061546 805589 255957 OTHER MEDICAL & MEDICARE 894319 894319 FOOD EXPENSES 778988 778988 207671 157351 50320 16306369 10011118 6295251 0 2919489 4018059 617419 459653 1214608 1470421 1832856 1734066 176333 160803 213295 115799 46517061 19338000 27483027 27179061 40514067 42708903 3136186 2485824 78107280 80332589 2959942 2803005 22995000 22420000 11652107 10858189 37607049 36081194 X 37531814 40189205 2195094 3288867 773323 773323 40500231 44251395 78107280 80332589 1293663 2457501 X false true true X 192962 553614 80559 1288426 1086911 3202472 13224245 14872593 16010627 16859676 13770443 74737584 13417207 15426207 16091186 18148102 14857354 77940056 77940056 911599 941580 949652 1067915 1087659 4958405 911599 941580 949652 1067915 1087659 4958405 14328806 16367787 17040838 19216017 15945013 82898461 0.94020 1.00000 0.06000 0.06000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 28092 28092 40472705 15432803 25039902 6016264 3905197 2111067 27179061 OTHER LIABILITIES 10858189 10858189 X 17600032 17600032 17600032 16306369 16306369 16306369 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. SCHEDULE D, PAGE 4, PART XI, LINE 2D UNREALIZED LOSS ON INVESTMENTS 0 false false false false false false false false false WILLIAM HEIDEMAN PRESIDENT/CEO 193398 61225 254623 MORRIS SHOCKLEY CFO 139579 38909 178488 RAY SHIVELY CHIEF ENGINEER 148101 32999 181100 CAMILLE GOLDSMITH DIRECTOR OF NURSING 122821 28036 150857 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 B CALIFORNIA STATEWIDE COMMUNITIES DE 710876594 13079GAK9 2007-02-01 2700000 SAME false false false A false false false false B false false false false A false false false false false false false B false false false false false false false A false false false false false false false false false B false false false false false false false false 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 LOSS ON INVESTMENTS 0 FORM 990, PART XI, LINE 9 UNREALIZED GAIN ON INVESTMENTS 2,228,369 CHANGE IN PENSION LIABILITY 333,711 PLEDGES DISCOUNT 104,579