HUMANGOOD SOCAL: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- HUMANGOOD SOCAL (EIN 95-1894293)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-11
- IRS object ID
- 201513159349301836
- Schema version
- 2014v5.0
- 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 | 2015-11-11T11:44:55-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | 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 | DAVID L PIERCE | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 8182470420 | PhoneNum |
| Signature | 2015-11-13 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | 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 | $79,796,725 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.THEBEGROUP.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 | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 1126 | TotalEmployeeCnt |
| Total Volunteers | 416 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $618,574 | PYContributionsGrantsAmt |
| CY Contributions Grants | $746,333 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $61,874,042 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $65,775,459 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,588,261 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,606,421 | CYInvestmentIncomeAmt |
| PY Other Revenue | $9,617,274 | PYOtherRevenueAmt |
| CY Other Revenue | $10,155,840 | CYOtherRevenueAmt |
| PY Total Revenue | $74,698,151 | PYTotalRevenueAmt |
| CY Total Revenue | $79,284,053 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $775 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $56,298 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $77,760 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $35,525,538 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $37,211,160 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $38,287,345 | PYOtherExpensesAmt |
| CY Other Expenses | $41,019,150 | CYOtherExpensesAmt |
| PY Total Expenses | $73,869,181 | PYTotalExpensesAmt |
| CY Total Expenses | $78,308,845 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $828,970 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $975,208 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $231,867,006 | TotalAssetsBOYAmt |
| Total Assets EOY | $245,862,042 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $225,208,256 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $245,417,780 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $6,658,750 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $444,262 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | BE.GROUP 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 | $25,936,980 | ExpenseAmt |
| Grant | $775 | GrantAmt |
| Revenue | $43,505,789 | RevenueAmt |
| Desc | BE.GROUP PROVIDES QUALITY HOUSING AND PROGRAMS FOR OLDER ADULTS. IT IS NOT OUR POLICY TO RETAIN RESIDENTS IF THEY OUTLIVE THEIR ASSETS. HOWEVER, WHEN ANY OF OUR CONTINUING CARE RETIREMENT COMMUNITY (CCRC) RESIDENTS ARE FACED WITH FINANCIAL CRISES, THE BE.GROUP BENEVOLENCE PROGRAM, WHICH IS FUNDED BY PHILANTHROPIC EFFORTS, ENABLES THEM TO REMAIN IN BE.GROUP COMMUNITIES. NO BE.GROUP CCRC CONTRACT RESIDENT HAS EVER BEEN ASKED TO LEAVE BECAUSE OF INABILITY TO PAY. IN SOME CASES, EVEN THE ENTRY FEE IS REDUCED OR WAIVED IF THE ENTERING RESIDENT(S) IS FOUND TO BE IN NEED, HAVING WORKED A LIFE OF SERVICE TO HUMAN KIND DIMINISHING PRESENT AND FUTURE INCOME. THROUGHOUT 2014, BE.GROUP PROVIDED QUALITY HOUSING, SERVICES AND PROGRAMS FOR OLDER ADULTS IN OUR CCRC'S. THE TOTAL RESIDENT POPULATION AS DECEMBER 31, 2014 WAS 967, OF WHICH 675 WERE IN RESIDENTIAL, 148 WERE IN ASSISTED LIVING AND 144 WERE IN SKILLED NURSING. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $11,797,435 | ExpenseAmt |
| Revenue | $22,199,978 | 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 | $502,427 | ExpenseAmt |
| Revenue | $532,149 | 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 | $2,704,212 | ExpenseAmt |
| Revenue | $10,366,198 | 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 | $2,704,212 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $10,366,198 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $40,941,054 | 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 | Yes (1) | 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 | 0 | 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 | 0 | 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 | 1126 | 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 | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | 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 |
| 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 | DAVID L PIERCE CHIEF FINANCIAL OFFICER | 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 (26 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|
| DAVID R DECKER ESQ | ||||||||
| OFFICER/SECRETARY | 7.00 | Yes (X) | Yes (X) | $42,438 | $0 | $0 | ||
| ALBERT W KELLEY | ||||||||
| OFFICER/CHAIR | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| EDWARD M NEWMAN PHD | ||||||||
| DIRECTOR | 1.00 | 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 | |||
| PHYLLIS MANLEY | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JUDITH D BAKER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RAND M FERRIS | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $17,900 | $0 | $0 | |||
| ELDON F HOLL | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| PHOEBE S LIEBIG PHD | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM J BATTISON | ||||||||
| 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 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| CAROLYN DOWNEY | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES D CASHION | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN H COCHRANE III | ||||||||
| EX OFFICIO/CEO | 40.00 | Yes (X) | $558,318 | $0 | $37,001 | |||
| DANIEL OGUS | ||||||||
| VP OPERATIONS | 40.00 | Yes (X) | $440,856 | $0 | $27,645 | |||
| DAVID L PIERCE | ||||||||
| VP FINANCE/CFO | 40.00 | Yes (X) | $394,703 | $0 | $36,795 | |||
| BENJAMIN F BECKLER | ||||||||
| VP OF PROJECT DEVELOPMENT | 40.00 | $322,185 | $0 | $7,932 | Yes (X) | |||
| DANIEL HUTSON | ||||||||
| VP COMMUNICATION & MKTG | 40.00 | $308,250 | $0 | $16,080 | Yes (X) | |||
| MARC HERRERA | ||||||||
| VP SKILLED NURSING & RISK | 40.00 | $250,170 | $0 | $15,009 | Yes (X) | |||
| POLLY AHADZADEH | ||||||||
| CONTROLLER | 40.00 | $200,249 | $0 | $13,544 | Yes (X) | |||
| MICHELLE ESSER | ||||||||
| VP TALENT MANAGEMENT/HR | 40.00 | $175,624 | $0 | $9,303 | Yes (X) | |||
| GERALD DINGIVAN | ||||||||
| FORMER CEO | 0.00 | $208,375 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,919,068 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $163,309 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 18 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | 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 | $6,156,194 |
| IMAGINATION PUBLISHING | |||||
| 600 W FULTON STREET | CHICAGO | IL | 60661 | PUBLIC RELATIONS | $1,263,799 |
| BARNEY & BARNEY | |||||
| PO BOX 85638 | SAN DIEGO | CA | 921865638 | INSURANCE | $812,211 |
| ASSURANCE HOME CARE SERVICES | |||||
| 2230 W CHAPMAN AVENUE | ORANGE | CA | 92868 | NURSE REGISTRY | $577,496 |
| REHAB ALLIANCE | |||||
| 22995 MILL CREEK DR A | LAGUNA BEACH | CA | 92653 | ANCILLARY/THERAPY | $564,895 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 36 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $746,333 | RelatedOrganizationsAmt |
| Total Contributions | $746,333 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ELDERLY RESIDENT INCOME | 623000 | $47,894,609 | $47,894,609 |
| ENTRANCE FEE AMORTIZATION | 623000 | $12,128,305 | $12,128,305 |
| MEDICARE/MEDICAID AND OTHER GOVT | 623000 | $5,211,642 | $5,211,642 |
| FEES AND CONTRACTS FROM GOVT AGEN | 623000 | $540,903 | $540,903 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $65,775,459 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,933,606 | TotalRevenueColumnAmt |
| Exclusion | $1,933,606 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,145,724 | SecuritiesAmt |
| Other | $39,763 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $512,672 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,145,724 | SecuritiesAmt |
| Other | -$472,909 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $672,815 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $672,815 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MANAGEMENT FEES | 900099 | $7,103,251 | $7,103,251 |
| DEVELOPER FEE | 531390 | $2,542,804 | $2,542,804 |
| OTHER MISC INCOME | 900099 | $509,785 | $509,785 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $10,155,840 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $79,284,053 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $76,604,114 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,933,606 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $775 | TotalAmt |
| Program Services | $775 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,760 | TotalAmt |
| Program Services | $77,760 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,274,481 | TotalAmt |
| Program Services | $727,834 | ProgramServicesAmt |
| Management And General | $1,546,647 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,635,576 | TotalAmt |
| Program Services | $16,430,798 | ProgramServicesAmt |
| Management And General | $9,204,778 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,582,253 | TotalAmt |
| Program Services | $903,272 | ProgramServicesAmt |
| Management And General | $678,981 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,540,280 | TotalAmt |
| Program Services | $3,413,106 | ProgramServicesAmt |
| Management And General | $2,127,174 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,178,570 | TotalAmt |
| Program Services | $1,362,986 | ProgramServicesAmt |
| Management And General | $815,584 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,745,585 | TotalAmt |
| Program Services | $86,672 | ProgramServicesAmt |
| Management And General | $3,658,913 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $223,261 | TotalAmt |
| Program Services | $10,947 | ProgramServicesAmt |
| Management And General | $212,314 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $205,850 | TotalAmt |
| Management And General | $205,850 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,616,352 | TotalAmt |
| Program Services | $4,010,035 | ProgramServicesAmt |
| Management And General | $1,606,317 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,085,910 | TotalAmt |
| Program Services | $37,564 | ProgramServicesAmt |
| Management And General | $1,048,346 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,392,122 | TotalAmt |
| Program Services | $106,955 | ProgramServicesAmt |
| Management And General | $1,285,167 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $295,531 | TotalAmt |
| Program Services | $6,205 | ProgramServicesAmt |
| Management And General | $289,326 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,613,598 | TotalAmt |
| Program Services | $2,127 | ProgramServicesAmt |
| Management And General | $4,611,471 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $491,559 | TotalAmt |
| Program Services | $96,815 | ProgramServicesAmt |
| Management And General | $394,744 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $256,344 | TotalAmt |
| Program Services | $23,372 | ProgramServicesAmt |
| Management And General | $232,972 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,876,412 | TotalAmt |
| Management And General | $6,876,412 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,571,696 | TotalAmt |
| Program Services | $8,571,696 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,151,320 | TotalAmt |
| Management And General | $1,151,320 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| MISCELLANEOUS ELDERLY E | $5,158,990 | $4,854,581 | $304,409 |
| OTHER MISCELLANEOUS EXP | $951,317 | $213,172 | $738,145 |
| LICENSES, TAXES | $202,562 | $1,012 | $201,550 |
| DUES & SUBSCRIPTIONS | $180,741 | $3,370 | $177,371 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,308,845 | TotalAmt |
| Program Services | $40,941,054 | ProgramServicesAmt |
| Management And General | $37,367,791 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $334,310 | BOYAmt |
| EOY | $2,091,456 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,877,670 | BOYAmt |
| EOY | $9,287,668 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,976,667 | BOYAmt |
| EOY | $5,826,328 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,283,175 | BOYAmt |
| EOY | $2,368,515 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $205,450 | BOYAmt |
| EOY | $222,804 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,355,744 | BOYAmt |
| EOY | $869,109 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $238,319,618 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $102,984,116 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $137,034,595 | BOYAmt |
| EOY | $135,335,502 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,097,089 | BOYAmt |
| EOY | $67,847,837 | 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 | $19,146,327 | BOYAmt |
| EOY | $21,456,844 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $231,867,006 | BOYAmt |
| EOY | $245,862,042 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,275,711 | BOYAmt |
| EOY | $9,645,665 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $90,401,291 | BOYAmt |
| EOY | $96,284,735 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $107,983,127 | BOYAmt |
| EOY | $105,618,669 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,548,127 | BOYAmt |
| EOY | $33,868,711 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $225,208,256 | BOYAmt |
| EOY | $245,417,780 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,658,750 | BOYAmt |
| EOY | $444,262 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,658,750 | BOYAmt |
| EOY | $444,262 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $231,867,006 | BOYAmt |
| EOY | $245,862,042 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $975,208 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$471,534 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | $613,423 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | -$7,331,585 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| 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 | $316,094 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $204,401 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $677,554 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $618,574 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $746,333 | CurrentTaxYearAmt |
| Total | $2,562,956 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $57,510,971 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $59,331,692 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $63,048,469 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $61,874,042 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $65,775,459 | CurrentTaxYearAmt |
| Total | $307,540,633 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $57,827,065 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $59,536,093 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $63,726,023 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $62,492,616 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $66,521,792 | CurrentTaxYearAmt |
| Total | $310,103,589 | 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 | $310,103,589 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $943,309 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,427,309 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $953,184 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,317,758 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,079,330 | CurrentTaxYearAmt |
| Total | $8,720,890 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $943,309 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,427,309 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $953,184 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,317,758 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,079,330 | CurrentTaxYearAmt |
| Total | $8,720,890 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,345,596 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,312,764 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,777,846 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,098,801 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,104,114 | CurrentTaxYearAmt |
| Total | $44,639,121 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $66,115,970 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $68,276,166 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $73,457,053 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $75,909,175 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $79,705,236 | CurrentTaxYearAmt |
| Total | $363,463,600 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.85320 | PublicSupportCY509Pct |
| Public Support PY509 | 0.86100 | PublicSupportPY509Pct |
| Investment Income CY | 0.02400 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01850 | 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 | $4,694,305 | BeginningYearBalanceAmt |
| Contributions | $4,377 | ContributionsAmt |
| End Year Balance | $4,698,682 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,748,377 | BeginningYearBalanceAmt |
| Contributions | $11,440 | ContributionsAmt |
| End Year Balance | $4,759,817 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,634,052 | BeginningYearBalanceAmt |
| Contributions | $114,325 | ContributionsAmt |
| End Year Balance | $4,748,377 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,501,072 | BeginningYearBalanceAmt |
| Contributions | $132,980 | ContributionsAmt |
| End Year Balance | $4,634,052 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.34000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.66000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $238,319,618 | OtherCostOrOtherBasisAmt |
| Depreciation | $102,984,116 | DepreciationAmt |
| Book Value | $135,335,502 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $135,335,502 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (6 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| ADVANCES TO AFFILIATES | $2,014,202 |
| FUNDS HELD BY TRUSTEE UNDER BOND | $9,615,321 |
| PREPAID BOND INSURANCE | $2,298,324 |
| DUE FROM COMMUNITY CARE FOR ADULTS | $879,184 |
| INTERCOMPANY PAYABLE | $6,434,490 |
| DEPOSITS | $215,323 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $21,456,844 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| DEPOSITS | $486,650 |
| ACCRUED LIABILITIES | $5,400,211 |
| PENSION | $10,681,850 |
| NOTES PAYABLE TAX CREDIT PROPERTIES | $17,300,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $33,868,711 | 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 J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| 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 (9 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 | ||||||||||||||
| EX OFFICIO/CEO | $346,821 | $0 | $210,497 | $0 | $1,000 | $0 | $0 | $0 | $37,001 | $0 | $595,319 | $0 | $0 | $0 |
| DANIEL OGUS | ||||||||||||||
| VP OPERATIONS | $278,098 | $0 | $161,828 | $0 | $930 | $0 | $0 | $0 | $27,645 | $0 | $468,501 | $0 | $0 | $0 |
| DAVID L PIERCE | ||||||||||||||
| VP FINANCE/CFO | $247,334 | $0 | $144,649 | $0 | $2,720 | $0 | $0 | $0 | $36,795 | $0 | $431,498 | $0 | $0 | $0 |
| BENJAMIN F BECKLER | ||||||||||||||
| VP OF PROJECT DEVELOPMENT | $221,625 | $0 | $99,870 | $0 | $690 | $0 | $0 | $0 | $7,932 | $0 | $330,117 | $0 | $0 | $0 |
| DANIEL HUTSON | ||||||||||||||
| VP COMMUNICATION & MKTG | $172,551 | $0 | $135,000 | $0 | $699 | $0 | $0 | $0 | $16,080 | $0 | $324,330 | $0 | $0 | $0 |
| MARC HERRERA | ||||||||||||||
| VP SKILLED NURSING & RISK | $165,519 | $0 | $81,131 | $0 | $3,520 | $0 | $0 | $0 | $15,009 | $0 | $265,179 | $0 | $0 | $0 |
| POLLY AHADZADEH | ||||||||||||||
| CONTROLLER | $145,999 | $0 | $54,250 | $0 | $0 | $0 | $0 | $0 | $13,544 | $0 | $213,793 | $0 | $0 | $0 |
| MICHELLE ESSER | ||||||||||||||
| VP TALENT MANAGEMENT/HR | $173,576 | $0 | $0 | $0 | $2,048 | $0 | $0 | $0 | $9,303 | $0 | $184,927 | $0 | $0 | $0 |
| GERALD DINGIVAN | ||||||||||||||
| FORMER CEO | $0 | $0 | $0 | $0 | $208,375 | $0 | $0 | $0 | $0 | $0 | $208,375 | $0 | $208,375 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | 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, 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 2014, 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 IN THE AMOUNT OF $1,200,000 AS OF DECEMBER 31, 2014, AND FINAL PAYMENTS MADE IN JANUARY AND FEBRUARY OF 2015 IN THE AMOUNT OF $1,333,300 RELATED TO FISCAL YEAR 2014. 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 | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| CALIFORNIA STATEWIDE COMMUNITIES DEVELOPMENT AUTHORITY | ||||||||
| A | 680164610 | 1309116L9 | 2006-12-27 | $42,686,770 | MAJOR IMPROVEMENT, REDEVELOPMENT AND EXPANSION OF CCRC IN LA JOLLA | 0 | 0 | 0 |
| CALIFORNIA STATEWIDE COMMUNITIES DEVELOPMENT AUTHORITY | ||||||||
| B | 680164610 | 130795J57 | 2009-08-18 | $76,165,419 | REFUND CHFFAIRB SERIES 1998 BONDS & 2006B BONDS | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|
| A | $63,017,621 | $4,028,919 | $442,791 | $58,545,911 | 2008 | 0 | 0 | 0 | 0 |
| B | $78,004,591 | $5,718,588 | $3,262,295 | $69,023,708 | 2009 | 0 | 0 | 0 | 0 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | Yes (1) | Yes (1) | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | Yes (1) | Yes (1) | 0 | 0 | 0 | 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) | 0 | 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 STATEWIDE COMMUNITIES DEVELOPMENT 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 (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THIS 990 WAS PREPARED BY THE ACCOUNTING DEPARTMENT IN THE HOME OFFICE OF BE.GROUP. IT WAS REVIEWED BY THE CONTROLLER AND THE VICE PRESIDENT/CHIEF FINANCIAL OFFICER. THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS MET ON NOVEMBER 11, 2015 FOR FINAL REVIEW PRIOR TO FILING THIS FORM WITH THE PROPER GOVERNMENT AUTHORITIES. IT WAS MADE AVAILABLE TO EACH VOTING MEMBER OF THE BOARD OF DIRECTORS ON NOVEMBER 12, 2015 BY PLACING IT ON AN INTERNET PORTAL. |
| FORM 990, PART VI, SECTION B, LINE 12C | PURSUANT TO COMPANY POLICY HR-101, MANAGEMENT EMPLOYEES AND BOARD OF DIRECTORS ARE ASKED, ON AN ANNUAL BASIS, TO ACKNOWLEDGE AND DECLARE ANY POTENTIAL CONFLICTS OF INTEREST DURING THEIR EMPLOYMENT WITH BE.GROUP BY COMPLETING THE "QUESTIONNAIRE REGARDING POLICY ON CONFLICT OF INTEREST AND DISCLOSURE OF CERTAIN INTERESTS". THIS POLICY IS ENFORCED AND MAINTAINED BY THE HUMAN RESOURCES DEPARTMENT OF THE BE.GROUP CORPORATE OFFICE. |
| FORM 990, PART VI, SECTION B, LINE 15 | A. COMPENSATION FOR THE COMPANY'S CEO IS BASED ON COMPARABILITY DATA RECEIVED FROM AN INDEPENDENT CONSULTANT WHO IS FAMILIAR WITH THE COMPENSATION PRACTICES OF SIMILAR COMPANIES IN THE NONPROFIT SENIOR HOUSING AND SERVICES INDUSTRY. ON AN ANNUAL BASIS, THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS (IN ITS CAPACITY AS COMPENSATION COMMITTEE) REVIEWS AND DISCUSSES THE COMPENSATION DATA WITH THE CEO AND OTHERS AS DEEMED NECESSARY. AN UPDATED COMPENSATION SURVEY WAS CONDUCTED IN 2014. THIS INFORMATION WAS USED FOR SETTING MODEST SALARY INCREASES FOR THE CEO AND SENIOR MANAGEMENT, AFTER GIVING DUE CONSIDERATION TO THE INCENTIVE COMPENSATION PLAN. BASED ON THOSE DISCUSSIONS, AND PURSUANT TO CALIFORNIA LAW, THE EXECUTIVE COMMITTEE MAKES A RECOMMENDATION FOR THE CEO BASE COMPENSATION TO THE FULL BOARD. B. BASE COMPENSATION FOR THE COMPANY'S SENIOR MANAGEMENT IS DETERMINED BY A SALARY SURVEY CONDUCTED BY AN INDEPENDENT CONSULTANT WITH EXPERTISE IN THE COMPENSATION PRACTICES OF SIMILAR COMPANIES IN THE NONPROFIT SENIOR HOUSING AND SERVICES INDUSTRY. AN UPDATED COMPENSATION SURVEY WAS CONDUCTED IN 2014. THIS INFORMATION WAS USED FOR SETTING MODEST SALARY INCREASES FOR THE CEO AND SENIOR MANAGEMENT, AFTER GIVING DUE CONSIDERATION TO THE INCENTIVE COMPENSATION PLAN. PURSUANT TO CALIFORNIA LAW THE EXECUTIVE COMMITTEE MAKES A RECOMMENDATION FOR THE CEO BASE COMPENSATION TO THE FULL BOARD AND PROVIDES THE CEO WITH RECOMMENDED RANGES IN WHICH TO ADJUST THE BASE COMPENSATION FOR THE OTHER MEMBERS OF SENIOR MANAGEMENT. SEVEN OF EIGHT MEMBERS OF THE EXECUTIVE COMMITTEE AND FIFTEEN OF SEVENTEEN VOTING MEMBERS OF THE BOARD MEMBERS OF THE BOARD, ARE INDEPENDENT PERSONS. CONTEMPORANEOUS SUMMARY MINUTES OF ALL EXECUTIVE COMMITTEE MEETINGS ARE MAINTAINED. IN ADDITION, BASED ON INPUT FROM INDEPENDENT CONSULTANTS, THE EXECUTIVE COMMITTEE, IN CONSULTATION WITH THE CEO, ESTABLISHES CRITERIA TO BE MET FOR PURPOSES OF ANY INCENTIVE COMPENSATION THAT MIGHT BE PAID OUT. SEE NOTE ON SCHEDULE J FOR MORE INFORMATION ABOUT INCENTIVE PAYMENTS. |
| 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 | BE.GROUP AND ITS AFFILIATES DOES NOT MAKE OUR GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC. |
| 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 -7,407,767. NET ASSETS RELEASED FROM RESTRICTIONS - (2415)PURCHASE OF EQUIPMENT 76,182. CURRENT YEAR TRANSFER OF UNRESTRICTED ASSETS (2414) 0. |
| FORM 990, PART XI, LINE 2C | THE BE.GROUP'S BOARD OF DIRECTORS HAS DELEGATED AN AUDIT COMMITTEE TO THE OVERSIGHT AND REVIEW OF THE AUDITED FINANCIAL STATEMENTS AND MAKE RECOMMENDATION TO ALL THE VOTING MEMBERS OF THE BOARD. DURING FISCAL YEAR 2014, 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 (40 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) |
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 | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | 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 | -$691 | $2,848 | 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 | -$629 | $2,695 | 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 | -$9,915 | $963,270 | 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 | -$596 | $690 | 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) | $811 | 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 |
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