EPISCOPAL COMMUNITIES & SERVICES FOR SENIORS: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- EPISCOPAL COMMUNITIES & SERVICES FOR SENIORS (EIN 95-1642373)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-05-13
- IRS object ID
- 201521339349305882
- Schema version
- 2013v4.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule J
- Schedule K
- Schedule K
- Schedule K
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-13T19:04:57-05:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 951720829 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARTIN WERBELOW LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 N LAKE AVE SUITE 930 | AddressLine1 |
| City | PASADENA | City |
| State | CA | State |
| ZIP Code | 911014106 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 951642373 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EPISCOPAL COMMUNITIES & SERVICES FOR SENIORS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EPIS | BusinessNameControlTxt |
| Phone | 6264035880 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 SOUTH ARROYO PARKWAY NO 230 | AddressLine1 |
| City | PASADENA | City |
| State | CA | State |
| ZIP Code | 91105 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES S ROTHROCK | PersonNm |
| Person Title | EXECUTIVE VICE PRESIDENT & CFO | PersonTitleTxt |
| Phone | 6264035880 | PhoneNum |
| Signature | 2015-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERICH RAIL | PreparerPersonNm |
| PTIN | P00174228 | PTIN |
| Phone | 6265771440 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JAMES S ROTHROCK | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 S ARROYO PKWY 230 | AddressLine1 |
| City | PASADENA | City |
| State | CA | State |
| ZIP Code | 91105 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $79,793,160 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ECSFORSENIORS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1920 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | EPISCOPAL COMMUNITIES & SERVICES FOR SENIORS ("ECS") PROVIDES A BROAD SPECTRUM OF CARE AND SERVICES TO OLDER ADULTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 436 | TotalEmployeeCnt |
| Total Volunteers | 123 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $29,264 | PYContributionsGrantsAmt |
| CY Contributions Grants | $467,146 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $28,629,683 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $28,290,351 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,584,010 | PYInvestmentIncomeAmt |
| CY Investment Income | $5,053,453 | CYInvestmentIncomeAmt |
| PY Other Revenue | $510,822 | PYOtherRevenueAmt |
| CY Other Revenue | $1,648,354 | CYOtherRevenueAmt |
| PY Total Revenue | $32,753,779 | PYTotalRevenueAmt |
| CY Total Revenue | $35,459,304 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $11,566,844 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $12,581,442 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $35,732 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $18,355,986 | PYOtherExpensesAmt |
| CY Other Expenses | $19,850,501 | CYOtherExpensesAmt |
| PY Total Expenses | $29,922,830 | PYTotalExpensesAmt |
| CY Total Expenses | $32,431,943 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,830,949 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,027,361 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $228,985,925 | TotalAssetsBOYAmt |
| Total Assets EOY | $229,666,927 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $156,250,267 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $169,929,919 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $72,735,658 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $59,737,008 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | EPISCOPAL COMMUNITIES & SERVICES FOR SENIORS ("ECS") OFFERS A BROAD SPECTRUM OF CARE AND SERVICES TO FOSTER GOOD HEALTH, FULFILLMENT, AND SPIRITUAL WELL-BEING IN THE LIVES OF OLDER ADULTS. WE SERVE PEOPLE OF ALL ECONOMIC MEANS AND ARE COMMITTED TO CHARITABLE CARE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $16,479,822 | ExpenseAmt |
| Revenue | $16,636,055 | RevenueAmt |
| Desc | ECS OFFERS INDEPENDENT LIVING FOR ACTIVE OLDER ADULTS, PROVIDING A CONTINUUM OF CARE THAT INCLUDES SEVERAL STYLES OF ACCOMMODATIONS AND VARIOUS AMENITIES. THESE AMENITIES INCLUDE, BUT ARE NOT LIMITED TO, 24-HOUR BUILDING AND GROUNDS SECURITY, HOUSEKEEPING, FITNESS CENTER, LIBRARY, DINING ROOM, AND BEAUTY SHOP. ECS PROVIDES DYNAMIC ACTIVITIES PROGRAMS, INCLUDING ON-CAMPUS CONCERTS, ART AND CERAMICS CLASSES, EXERCISE CLASSES, AND CHURCH SERVICES. OFF-CAMPUS OUTINGS INCLUDE MOVIES, PLAYS, CONCERTS, SHOPPING AND OTHER CULTURAL EVENTS. EACH CAMPUS FEATURES A WELLNESS PROGRAM. ECS UNDERWROTE BENEVOLENT CARE TOTALING $459,789 FOR 17 INDEPENDENT LIVING RESIDENTS WHO WERE UNABLE TO PAY THE FULL COST OF THEIR CARE DURING FISCAL YEAR 2014. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,262,955 | ExpenseAmt |
| Revenue | $4,880,722 | RevenueAmt |
| Desc | ECS PROVIDES SUPPORTIVE SERVICES TO ASSISTED LIVING RESIDENTS WHO REMAIN IN THEIR RESIDENCES AND RECEIVE ADDITIONAL CARE, INCLUDING BATHING AND GROOMING ASSISTANCE, DRESSING AND WALKING ASSISTANCE, INCONTINENCE CARE, MEDICATION SUPERVISION, REGULAR HOUSEKEEPING, MONTHLY HEALTH ASSESSMENT, AND SPECIALIZED DIET GUIDANCE. AS PART OF ASSISTED LIVING, ECS PROVIDES MEMORY CARE IN A SECURE SETTING FOR RESIDENTS WITH DIMENTIA OR ALZHEIMERS DISEASE. CHARITABLE CARE TOTALING $717,755 WAS EXTENDED TO 21 ASSISTED LIVING RESIDENTS WHO WERE UNABLE TO PAY THE FULL COST OF THEIR CARE DURING FISCAL YEAR 2014. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $6,244,023 | ExpenseAmt |
| Revenue | $7,389,588 | RevenueAmt |
| Desc | ECS PROVIDES 24-HOUR NURSING CARE TO FRAIL AND CHRONICALLY ILL OLDER ADULTS, AS WELL AS TO INDIVIDUALS RECOVERING FROM RECENT TRAUMAS SUCH AS STROKES AND HEART ATTACKS. THE RANGE OF 24-HOUR SKILLED NURSING SERVICES INCLUDES MEDICAL SUPERVISION, PHYSICAL, OCCUPATIONAL AND SPEECH THERAPIES, HOUSEKEEPING, A DIETICIAN, AND A SPECIALIZED ACTIVITIES PROGRAM. SKILLED NURSING CARE AND SERVICES TOTALING $58,186 WAS PROVIDED TO 14 RESIDENTS WHO WERE UNABLE TO PAY THE FULL COST OF THEIR CARE DURING FISCAL YEAR 2014. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $61,664 | ExpenseAmt |
| Revenue | $1,032,340 | RevenueAmt |
| Desc | OTHER PROGRAM SERVICES:PROVIDE REDEVELOPMENT OF NEW COMMUNITIES;PROVIDE ADMINISTRATIVE AND MANAGEMENT SUPPORT TO ITS SUBSIDIARIES, INCLUDING COMMUNITY HOUSING MANAGEMENT SERVICES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $61,664 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $1,032,340 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $27,048,464 | 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 | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 165 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 436 | 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | 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 | 0 | LocalChaptersInd |
| 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 | THE ORGANIZATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6264035880 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 SOUTH ARROYO PARKWAY NO 230 | AddressLine1 |
| City | PASADENA | City |
| State | CA | State |
| ZIP Code | 91105 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| REBECCA J THYNE | ||||||||
| DIRECTOR, CHAIR | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| SUSAN J LONG | ||||||||
| DIRECTOR, 1ST VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| EDGAR JOHNSON | ||||||||
| DIRECTOR, 2ND VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ALLEN W MATHIES MD | ||||||||
| DIRECTOR, TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| THOMAS WILLIS | ||||||||
| DIRECTOR, SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MARTHA TAMBURRANO | ||||||||
| PRESIDENT & CEO | 40.00 | Yes (X) | Yes (X) | $363,875 | $0 | $35,184 | ||
| SCOTT DARRELL | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BENJAMIN LEMON | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BISHOP MARY GLASSPOOL | ||||||||
| EX-OFFICIO | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| EVELYN DANOWITZ | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES S ROTHROCK | ||||||||
| VP FINANCE & CFO | 40.00 | Yes (X) | $286,456 | $0 | $25,340 | |||
| GREGORY BEARCE | ||||||||
| VP OPERATIONS & COO | 40.00 | Yes (X) | $295,165 | $0 | $33,496 | |||
| STACIE OCAMPO | ||||||||
| VP HUMAN RESOURCES | 40.00 | Yes (X) | $174,006 | $0 | $19,128 | |||
| BARBARA CALDERON | ||||||||
| VP RISK MANAGEMENT & HEALTH | 40.00 | Yes (X) | $166,812 | $0 | $17,175 | |||
| TERRY QUIGLEY | ||||||||
| EXECUTIVE DIRECTOR | 40.00 | $165,454 | $0 | $17,138 | Yes (X) | |||
| MARGRIETHA BUCHANAN | ||||||||
| DIRECTOR OF SALES & MARKET | 40.00 | $112,790 | $0 | $10,378 | Yes (X) | |||
| ROBERT WOOTTON | ||||||||
| DIRECTOR OF SALES & MARKET | 40.00 | $100,163 | $0 | $16,069 | Yes (X) | |||
| SHARON PEWTRESS | ||||||||
| EXECUTIVE DIRECTOR | 40.00 | $148,519 | $0 | $8,469 | Yes (X) | |||
| ELENA LIU | ||||||||
| CONTROLLER | 40.00 | $126,510 | $0 | $15,830 | Yes (X) | |||
| DEBORAH FULTON | ||||||||
| DIRECTOR OF NURSING | 40.00 | $115,117 | $0 | $9,444 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,054,867 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $207,651 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 11 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MORRISONS | |||||
| PO BOX 102289 | ATLANTA | GA | 30368 | CATERING | $1,759,587 |
| DPR CONSTRUCTION | |||||
| 4665 MACARTHUR CT SUITE 100 | NEWPORT BEACH | CA | 92660 | CONSTRUCTION | $1,333,400 |
| MARTINO & BINZER | |||||
| 270 FARMINGTON AVE 128 | FARMINGTON | CT | 06032 | MARKETING | $766,815 |
| PERKINS EASTMAN ARCHITECTS PC | |||||
| 115 5TH AVE | NEW YORK | NY | 10003 | ARCHITECT & ENGINEERING | $405,441 |
| MATHIS CONSTRUCTION | |||||
| 23730 WALTER STREET | TORRANCE | CA | 90501 | CONSTRUCTION | $134,605 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 8 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $467,146 | AllOtherContributionsAmt |
| Total Contributions | $467,146 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| RESIDENT CARE FEES | 623000 | $21,922,247 | $21,922,247 |
| ANCILLARY SERVICES | 623990 | $4,293,207 | $4,293,207 |
| AMORT OF ENTRANCE FEES | 721000 | $2,074,897 | $2,074,897 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $28,290,351 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,374,261 | TotalRevenueColumnAmt |
| Exclusion | $2,374,261 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $46,693,858 | SecuritiesAmt |
| Other | $319,190 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $44,292,451 | SecuritiesAmt |
| Other | $41,405 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,401,407 | SecuritiesAmt |
| Other | $277,785 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,679,192 | TotalRevenueColumnAmt |
| Exclusion | $2,679,192 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MANAGEMENT FEE REVENUE | 900099 | $1,032,353 | $1,032,353 |
| SERVICE INCOME | 900099 | $478,448 | $478,448 |
| OTHER INCOME | 900099 | $137,553 | $137,553 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,648,354 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $35,459,304 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $29,938,705 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $5,053,453 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $808,597 | TotalAmt |
| Program Services | $358,327 | ProgramServicesAmt |
| Management And General | $433,138 | ManagementAndGeneralAmt |
| Fundraising | $17,132 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,790,038 | TotalAmt |
| Program Services | $7,989,438 | ProgramServicesAmt |
| Management And General | $800,600 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $376,077 | TotalAmt |
| Program Services | $307,973 | ProgramServicesAmt |
| Management And General | $68,104 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,849,204 | TotalAmt |
| Program Services | $1,698,826 | ProgramServicesAmt |
| Management And General | $150,378 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $757,526 | TotalAmt |
| Program Services | $670,601 | ProgramServicesAmt |
| Management And General | $86,925 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $349,702 | TotalAmt |
| Management And General | $349,702 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,439 | TotalAmt |
| Management And General | $64,439 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $459,052 | TotalAmt |
| Management And General | $459,052 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $301,176 | TotalAmt |
| Program Services | $301,176 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,983 | TotalAmt |
| Program Services | $14,648 | ProgramServicesAmt |
| Management And General | $5,335 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,959 | TotalAmt |
| Program Services | $25,007 | ProgramServicesAmt |
| Management And General | $26,952 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,300 | TotalAmt |
| Program Services | $4,986 | ProgramServicesAmt |
| Management And General | $24,314 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,906,352 | TotalAmt |
| Program Services | $2,906,352 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,536,677 | TotalAmt |
| Program Services | $4,385,951 | ProgramServicesAmt |
| Management And General | $150,726 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $394,164 | TotalAmt |
| Program Services | $393,309 | ProgramServicesAmt |
| Management And General | $855 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| SUPPLIES | $2,460,807 | $2,371,402 | $89,405 |
| MANAGEMENT FEE EXPENSES | $1,887,849 | $1,887,849 | |
| UTILITIES | $1,420,670 | $1,420,670 | |
| PURCHASED SERVICES-SKIL | $1,322,671 | $1,322,671 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,645,700 | TotalAmt |
| Program Services | $2,877,127 | ProgramServicesAmt |
| Management And General | $749,973 | ManagementAndGeneralAmt |
| Fundraising | $18,600 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,431,943 | TotalAmt |
| Program Services | $27,048,464 | ProgramServicesAmt |
| Management And General | $5,347,747 | ManagementAndGeneralAmt |
| Fundraising | $35,732 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,057,697 | BOYAmt |
| EOY | $5,476,802 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,885,856 | BOYAmt |
| EOY | $8,213,424 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $610,166 | BOYAmt |
| EOY | $1,001,418 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $3,440,000 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $81,529 | BOYAmt |
| EOY | $58,689 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $742,611 | BOYAmt |
| EOY | $641,890 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $126,402,088 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $49,378,037 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $90,577,941 | BOYAmt |
| EOY | $77,024,051 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,000,943 | BOYAmt |
| EOY | $68,892,377 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,177,000 | BOYAmt |
| EOY | $27,000 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,852,182 | BOYAmt |
| EOY | $64,891,276 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $228,985,925 | BOYAmt |
| EOY | $229,666,927 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,437,196 | BOYAmt |
| EOY | $4,213,095 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $99,200 | BOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,274,201 | BOYAmt |
| EOY | $85,599,907 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,224,530 | BOYAmt |
| EOY | $70,195,966 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,215,140 | BOYAmt |
| EOY | $9,920,951 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $156,250,267 | BOYAmt |
| EOY | $169,929,919 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,463,651 | BOYAmt |
| EOY | $55,776,753 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,303,341 | BOYAmt |
| EOY | $2,001,965 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,968,666 | BOYAmt |
| EOY | $1,958,290 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,735,658 | BOYAmt |
| EOY | $59,737,008 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $228,985,925 | BOYAmt |
| EOY | $229,666,927 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $3,027,361 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $5,028,495 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$21,054,506 | 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 | $58,825 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $63,455 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $98,173 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $29,264 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $467,146 | CurrentTaxYearAmt |
| Total | $716,863 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $45,141,642 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $40,965,169 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $43,709,281 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $41,293,629 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $40,265,902 | CurrentTaxYearAmt |
| Total | $211,375,623 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $45,200,467 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $41,028,624 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $43,807,454 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $41,322,893 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $40,733,048 | CurrentTaxYearAmt |
| Total | $212,092,486 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $5,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,000 | CurrentTaxYearMinus2YearsAmt |
| Total | $10,000 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $904,648 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,091,894 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,702,050 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,330,703 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,625,534 | CurrentTaxYearAmt |
| Total | $9,654,829 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $904,648 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,096,894 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,707,050 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,330,703 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,625,534 | CurrentTaxYearAmt |
| Total | $9,664,829 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $202,427,657 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,222,035 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,395,665 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,968,781 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,262,993 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,374,261 | CurrentTaxYearAmt |
| Total | $14,223,735 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,222,035 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,395,665 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,968,781 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,262,993 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,374,261 | CurrentTaxYearAmt |
| Total | $14,223,735 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $290,328 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $85,060 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $132,717 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $510,822 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,169,906 | CurrentTaxYearAmt |
| Total | $2,188,833 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $47,712,830 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $44,509,349 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $47,908,952 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $44,096,708 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $44,277,215 | CurrentTaxYearAmt |
| Total | $228,505,054 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.88590 | PublicSupportCY509Pct |
| Public Support PY509 | 0.89810 | PublicSupportPY509Pct |
| Investment Income CY | 0.06220 | InvestmentIncomeCYPct |
| Investment Income PY | 0.06330 | 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 | $56,321,000 | BeginningYearBalanceAmt |
| Contributions | $1,068,000 | ContributionsAmt |
| Investment Earnings Or Losses | $4,979,000 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $11,735,000 | OtherExpendituresAmt |
| Administrative Expenses | $256,000 | AdministrativeExpensesAmt |
| End Year Balance | $50,377,000 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $60,808,000 | BeginningYearBalanceAmt |
| Contributions | $4,108,000 | ContributionsAmt |
| Investment Earnings Or Losses | $3,624,000 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $11,941,000 | OtherExpendituresAmt |
| Administrative Expenses | $278,000 | AdministrativeExpensesAmt |
| End Year Balance | $56,321,000 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $63,901,000 | BeginningYearBalanceAmt |
| Contributions | $5,229,000 | ContributionsAmt |
| Investment Earnings Or Losses | $1,216,000 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $9,291,000 | OtherExpendituresAmt |
| Administrative Expenses | $247,000 | AdministrativeExpensesAmt |
| End Year Balance | $60,808,000 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $41,441,000 | BeginningYearBalanceAmt |
| Contributions | $24,562,000 | ContributionsAmt |
| Investment Earnings Or Losses | $3,705,000 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,594,000 | OtherExpendituresAmt |
| Administrative Expenses | $213,000 | AdministrativeExpensesAmt |
| End Year Balance | $63,901,000 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $35,434,000 | BeginningYearBalanceAmt |
| Contributions | $4,983,000 | ContributionsAmt |
| Investment Earnings Or Losses | $3,193,000 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,007,000 | OtherExpendituresAmt |
| Administrative Expenses | $162,000 | AdministrativeExpensesAmt |
| End Year Balance | $41,441,000 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.95750 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.03910 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00340 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,758,669 | OtherCostOrOtherBasisAmt |
| Book Value | $6,758,669 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $104,218,335 | OtherCostOrOtherBasisAmt |
| Depreciation | $41,318,128 | DepreciationAmt |
| Book Value | $62,900,207 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $15,425,084 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,059,909 | DepreciationAmt |
| Book Value | $7,365,175 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $77,024,051 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (9 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| PROJECT FINANCING COSTS | $1,168,923 |
| RESTRICTED CASH AND CASH EQUIVALENTS FOR BOND INDENTURE | $4,478,789 |
| OTHER RECEIVABLES | $575,033 |
| DEFERRED CHARGES AND OTHER ASSETS | $703,539 |
| INTEREST IN SOPHIE MILLER FOUNDATION | $57,692,664 |
| INTEREST IN COMMUNITY HOUSING MANAGEMENT SERVICES | -$822,484 |
| INTANGIBLE ASSET | $729,584 |
| AFFILIATE RIGHTS | $330,000 |
| DUE FROM RELATED PARTIES | $35,228 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $64,891,276 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| DEPOSITS FROM RESIDENTS | $430,046 |
| OTHER CURRENT LIABILITIES | $4,710,584 |
| INTEREST PAYABLE | $388,531 |
| LIABILITY FOR LOSSES DURING PHASE OUT PERIOD | $4,391,790 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $9,920,951 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $42,961,212 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $5,028,495 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $2,473,413 | OtherRevenueAmt |
| Revenue Not Reported | $7,501,908 | RevenueNotReportedAmt |
| Revenue Subtotal | $35,459,304 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $35,459,304 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $32,431,943 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $32,431,943 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $32,431,943 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ENDOWMENT FUND IS COMPRISED OF BOARD DESIGNATED AND DONOR RESTRICTED FUNDS. THE BOARD DESIGNATED FUNDS ARE DEDICATED TO THE FOLLOWING PURPOSES: 1) THE PROVISION OF HOUSING AND SERVICES TO OLDER ADULTS THAT ARE FINANCIALLY UNABLE TO FULLY FUND THEIR CARE, 2) THE IMPROVEMENT OF AND REPLACEMENT OF PROPERTY, PLANT AND EQUIPMENT AT EACH OF THE COMMUNITIES, 3) THE REPAYMENT OF RESIDENT ENTRANCE FEES AS THEY BECOME DUE, AND 4) THE DEVELOPMENT OF NEW COMMUNITIES. THE DONOR RESTRICTED FUNDS ARE DEDICATED TO THE FOLLOWING PURPOSES: 1) THE PROMOTION OF LIFE ENRICHMENT FOR OLDER ADULTS THROUGH A VARIETY OF PROGRAMS, AND 2) ASSISTING EMPLOYEES IN ADVANCING THEIR EDUCATION. |
| PART X, LINE 2: | THE ORGANIZATION CONSIDERS MANY FACTORS WHEN EVALUATING AND ESTIMATING ITS TAX POSITIONS AND TAX BENEFITS, WHICH MAY REQUIRE PERIODIC ADJUSTMENTS AND WHICH MAY NOT ACCURATELY ANTICIPATE ACTUAL OUTCOMES. THE ORGANIZATION EVALUATES ITS UNCERTAIN TAX POSITIONS USING THE PROVISIONS IN CONFORMITY WITH U.S. GAAP. THESE STANDARDS REQUIRE MANAGEMENT TO PERFORM AN EVALUATION OF ALL INCOME TAX POSITIONS TAKEN, OR EXPECTED TO BE TAKEN IN THE COURSE OF PREPARING THE ORGANIZATION'S TAX RETURNS. MANAGEMENT BELIEVES THE TAX POSITIONS TAKEN MORE LIKELY THAN NOT WILL BE SUSTAINED UNDER EXAMINATION BY THE APPLICABLE TAX AUTHORITIES. EXAMPLES OF TAX POSITIONS TAKEN INCLUDE THE TAX-EXEMPT STATUS OF THE ORGANIZATION, AND VARIOUS POSITIONS RELATED TO THE POTENTIAL SOURCES OF UNRELATED BUSINESS TAXABLE INCOME. SINCE MATTERS ARE SUBJECT TO SOME DEGREE OF UNCERTAINTY, THERE CAN BE NO ASSURANCE THAT THE ORGANIZATION'S TAX RETURNS WILL NOT BE CHALLENGED BY THE TAXING AUTHORITIES AND THAT THE ORGANIZATION WILL NOT BE SUBJECT TO ADDITIONAL TAX, PENALTIES, AND INTERESTS AS A RESULT OF SUCH CHALLENGE. GENERALLY, THE ORGANIZATION'S TAX RETURNS REMAIN OPEN FOR THREE YEARS FOR FEDERAL TAX EXAMINATION AND FOUR YEARS FOR STATE TAX EXAMINATION. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN INTEREST - SOPHIE MILLER FOUNDATION 571,033. CHANGE IN INTEREST - COMMUNITY HOUSING MANAGEMENT SERVICES 334,494. ACCRETION 67,439. EXCESS OF ASSETS ACQ AND LIABILITIES ASSUMED OVER CONSIDERATION TRANSFERRED 1,500,447. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | 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 | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MARTHA TAMBURRANO | ||||||||||||||
| PRESIDENT & CEO | $344,395 | $0 | $0 | $0 | $19,480 | $0 | $28,559 | $0 | $6,625 | $0 | $399,059 | $0 | $0 | $0 |
| JAMES S ROTHROCK | ||||||||||||||
| VP FINANCE & CFO | $268,656 | $0 | $0 | $0 | $17,800 | $0 | $17,881 | $0 | $7,459 | $0 | $311,796 | $0 | $0 | $0 |
| GREGORY BEARCE | ||||||||||||||
| VP OPERATIONS & COO | $275,685 | $0 | $0 | $0 | $19,480 | $0 | $20,607 | $0 | $12,889 | $0 | $328,661 | $0 | $0 | $0 |
| STACIE OCAMPO | ||||||||||||||
| VP HUMAN RESOURCES | $157,901 | $0 | $0 | $0 | $16,105 | $0 | $8,639 | $0 | $10,489 | $0 | $193,134 | $0 | $0 | $0 |
| BARBARA CALDERON | ||||||||||||||
| VP RISK MANAGEMENT & HEALTH | $151,404 | $0 | $0 | $0 | $15,408 | $0 | $7,436 | $0 | $9,739 | $0 | $183,987 | $0 | $0 | $0 |
| TERRY QUIGLEY | ||||||||||||||
| EXECUTIVE DIRECTOR | $139,383 | $0 | $14,667 | $0 | $11,404 | $0 | $5,031 | $0 | $12,107 | $0 | $182,592 | $0 | $0 | $0 |
| SHARON PEWTRESS | ||||||||||||||
| EXECUTIVE DIRECTOR | $133,607 | $0 | $8,563 | $0 | $6,349 | $0 | $3,263 | $0 | $5,206 | $0 | $156,988 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION PAID MARKETING INCENTIVES BASED ON OCCUPANCY. THE ORGANIZATION ALSO PROVIDED A FINANCIAL INCENTIVE FOR KEY LEADERSHIP TO IMPROVE OPERATIONAL PERFORMANCE, RESIDENT SATISFACTION, EMPLOYEE SATISFACTION, QUALITY OF CARE AND PURSUE INNOVATION. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| CALIFORNIA HEALTH FACILITIES FINANCING AUTHORITY | ||||||||
| A | 521643828 | 1307957E1 | 2012-12-12 | $810,000 | PROVIDE FUNDS TO REFUND PRIOR ISSUE | 0 | 0 | 0 |
| CALIFORNIA HEALTH FACILITIES FINANCING AUTHORITY | ||||||||
| B | 521643828 | 1307957F8 | 2012-12-12 | $825,000 | PROVIDE FUNDS TO REFUND PRIOR ISSUE | 0 | 0 | 0 |
| CALIFORNIA HEALTH FACILITIES FINANCING AUTHORITY | ||||||||
| C | 521643828 | 1307957G6 | 2012-12-12 | $850,000 | PROVIDE FUNDS TO REFUND PRIOR ISSUE | 0 | 0 | 0 |
| CALIFORNIA HEALTH FACILITIES FINANCING AUTHORITY | ||||||||
| D | 521643828 | 1307957H4 | 2012-12-12 | $875,000 | PROVIDE FUNDS TO REFUND PRIOR ISSUE | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Refunding EscrowRefundingEscrowAmt | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | In Reserve FundInReserveFundAmt |
|---|---|---|---|---|---|---|---|---|
| A | $810,000 | $915,124 | $915,124 | 0 | Yes (1) | Yes (1) | Yes (1) | |
| B | $932,071 | $880,529 | 0 | Yes (1) | Yes (1) | Yes (1) | $51,541 | |
| C | $960,315 | $907,212 | 0 | Yes (1) | Yes (1) | Yes (1) | $53,103 | |
| D | $988,560 | $933,895 | 0 | Yes (1) | Yes (1) | Yes (1) | $54,665 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| B | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| C | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| D | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 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 | 0 | 0 | 0 | 0 | 0 | 0 |
| B | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| C | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| D | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | 0 |
| B | 0 |
| C | 0 |
| D | 0 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| CALIFORNIA HEALTH FACILITIES FINANCING AUTHORITY | ||||||||
| A | 521643828 | 1307957J0 | 2012-12-12 | $910,000 | PROVIDE FUNDS TO REFUND PRIOR ISSUE | 0 | 0 | 0 |
| CALIFORNIA HEALTH FACILITIES FINANCING AUTHORITY | ||||||||
| B | 521643828 | 1307957K7 | 2012-12-12 | $955,000 | PROVIDE FUNDS TO REFUND PRIOR ISSUE | 0 | 0 | 0 |
| CALIFORNIA HEALTH FACILITIES FINANCING AUTHORITY | ||||||||
| C | 521643828 | 1307957L5 | 2012-12-12 | $1,005,000 | PROVIDE FUNDS TO REFUND PRIOR ISSUE | 0 | 0 | 0 |
| CALIFORNIA HEALTH FACILITIES FINANCING AUTHORITY | ||||||||
| D | 521643828 | 1307957M3 | 2012-12-12 | $1,055,000 | PROVIDE FUNDS TO REFUND PRIOR ISSUE | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Refunding EscrowRefundingEscrowAmt | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|
| A | $1,028,102 | $56,852 | $971,251 | 0 | Yes (1) | Yes (1) | Yes (1) |
| B | $1,078,942 | $59,663 | $1,019,279 | 0 | Yes (1) | Yes (1) | Yes (1) |
| C | $1,135,431 | $62,787 | $1,072,645 | 0 | Yes (1) | Yes (1) | Yes (1) |
| D | $1,191,920 | $65,910 | $1,126,010 | 0 | Yes (1) | Yes (1) | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| B | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| C | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| D | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 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 | 0 | 0 | 0 | 0 | 0 | 0 |
| B | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| C | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| D | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | 0 |
| B | 0 |
| C | 0 |
| D | 0 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| CALIFORNIA HEALTH FACILITIES FINANCING AUTHORITY | ||||||||
| A | 521643828 | 1307957N1 | 2012-12-12 | $1,105,000 | PROVIDE FUNDS TO REFUND PRIOR ISSUE | 0 | 0 | 0 |
| CALIFORNIA HEALTH FACILITIES FINANCING AUTHORITY | ||||||||
| B | 521643828 | 1307957P6 | 2012-12-12 | $1,165,000 | PROVIDE FUNDS TO REFUND PRIOR ISSUE | 0 | 0 | 0 |
| CALIFORNIA HEALTH FACILITIES FINANCING AUTHORITY | ||||||||
| C | 521643828 | 1307957Q4 | 2012-12-12 | $1,220,000 | PROVIDE FUNDS TO REFUND PRIOR ISSUE | 0 | 0 | 0 |
| CALIFORNIA HEALTH FACILITIES FINANCING AUTHORITY | ||||||||
| D | 521643828 | 1307957R2 | 2012-12-12 | $4,040,000 | PROVIDE FUNDS TO REFUND PRIOR ISSUE | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Refunding EscrowRefundingEscrowAmt | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|
| A | $1,248,410 | $69,034 | $1,179,376 | 0 | Yes (1) | Yes (1) | Yes (1) |
| B | $1,316,197 | $72,782 | $1,243,414 | 0 | Yes (1) | Yes (1) | Yes (1) |
| C | $1,378,335 | $76,219 | $1,302,116 | 0 | Yes (1) | Yes (1) | Yes (1) |
| D | $4,645,273 | $252,396 | $4,392,877 | 0 | Yes (1) | Yes (1) | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| B | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| C | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| D | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 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 | 0 | 0 | 0 | 0 | 0 | 0 |
| B | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| C | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| D | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | 0 |
| B | 0 |
| C | 0 |
| D | 0 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| CALIFORNIA HEALTH FACILITIES FINANCING AUTHORITY | ||||||||
| A | 521643828 | 1307957S0 | 2012-12-12 | $8,185,000 | PROVIDE FUNDS TO REFUND PRIOR ISSUE | 0 | 0 | 0 |
| CALIFORNIA HEALTH FACILITIES FINANCING AUTHORITY | ||||||||
| B | 521643828 | 1307957T8 | 2012-12-12 | $23,795,000 | PROVIDE FUNDS TO REFUND PRIOR ISSUE | 0 | 0 | 0 |
| CALIFORNIA HEALTH FACILITIES FINANCING AUTHORITY | ||||||||
| C | 521643828 | 1307957U5 | 2012-12-12 | $17,025,000 | PROVIDE FUNDS TO REFUND PRIOR ISSUE | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Refunding EscrowRefundingEscrowAmt | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|
| A | $9,268,530 | $511,351 | $8,757,179 | 0 | Yes (1) | Yes (1) | Yes (1) |
| B | $26,396,745 | $1,486,574 | $24,910,171 | 0 | Yes (1) | Yes (1) | Yes (1) |
| C | $18,814,838 | $1,063,623 | $17,751,215 | 0 | Yes (1) | Yes (1) | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| B | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| C | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 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 | 0 | 0 | 0 | 0 | 0 | 0 |
| B | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| C | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | 0 |
| B | 0 |
| C | 0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS PREPARED BY AN OUTSIDE CPA FIRM AND PRESENTED TO THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS REVIEW THE FORM 990 AND APPROVE THE FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH OFFICER (CEO AND VICE PRESIDENTS) AND MEMBERS OF THE BOARD OF DIRECTORS COMPLETE A CONFLICT OF INTEREST STATEMENT ANNUALLY AND SUBMIT IT TO THE AUDIT COMMITTEE. THE AUDIT COMMITTEE REVIEWS CONFLICT OF INTEREST STATEMENTS PROVIDED BY THE OFFICERS AND DIRECTORS AS THE NEED ARISES BUT NOT LESS THAN ANNUALLY. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION IS DETERMINED BY THE BOARD OF DIRECTORS' COMPENSATION COMMITTEE. THE COMMITTEE UTILIZES THE LEADERSHIP COMPENSATION SURVEY CO-SPONSORED BY AAHSA/CEMO, AND THE SERVICES OF AN INDEPENDENT COMPENSATION CONSULTANT IN ORDER TO ENSURE COMPLIANCE WITH IRS GUIDELINES FOR EXECUTIVE COMPENSATION IN TAX EXEMPT ORGANIZATIONS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S FORM 990 IS AVAILABLE UPON REQUEST AT THE ATTORNEY GENERAL'S WEBSITE. THE GOVERNING/ORGANIZATION DOCUMENTS, FINANCIAL STATEMENTS, AND WRITTEN CONFLICT OF INTEREST POLICY ARE ALSO AVAILABLE UPON REQUEST. |
| FORM 990, PART IX, LINE 24E | PURCHASED SERVICES-OTHER PROGRAM SERVICES: PROGRAM SERVICE EXPENSES 375,139. MANAGEMENT AND GENERAL EXPENSES 184,362. FUNDRAISING EXPENSES 14,594. TOTAL EXPENSES 574,095. PURCHASED SERVICES-DIETARY: PROGRAM SERVICE EXPENSES 572,751. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 572,751. OTHER EXPENSES: PROGRAM SERVICE EXPENSES 368,211. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 368,211. PURCHASED SERVICES-GROUND: PROGRAM SERVICE EXPENSES 357,797. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 357,797. MAINTENANCE: PROGRAM SERVICE EXPENSES 341,322. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 341,322. AMORTIZATION: PROGRAM SERVICE EXPENSES 319,720. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 319,720. TAXES & LICENSES: PROGRAM SERVICE EXPENSES 99,116. MANAGEMENT AND GENERAL EXPENSES 208,952. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 308,068. PRESCRIPTIONS & OUTSIDE MED: PROGRAM SERVICE EXPENSES 269,168. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 269,168. MANAGEMENT AND MISCELLANEOUS EXPENSES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 153,636. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 153,636. BUSINESS DEVELOPMENT: PROGRAM SERVICE EXPENSES 151,058. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 151,058. TELEPHONE: PROGRAM SERVICE EXPENSES 3,761. MANAGEMENT AND GENERAL EXPENSES 128,212. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 131,973. DUES & SUBSCRIPTIONS: PROGRAM SERVICE EXPENSES 1,379. MANAGEMENT AND GENERAL EXPENSES 38,641. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 40,020. EQUIPMENT RENTAL: PROGRAM SERVICE EXPENSES 4,928. MANAGEMENT AND GENERAL EXPENSES 19,767. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 24,695. POSTAGE AND SHIPPING: PROGRAM SERVICE EXPENSES 3,374. MANAGEMENT AND GENERAL EXPENSES 16,403. FUNDRAISING EXPENSES 4,006. TOTAL EXPENSES 23,783. PURCHASED SERVICES-HOUSE: PROGRAM SERVICE EXPENSES 9,403. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 9,403. |
| FORM 990, PART XI, LINE 9: | CHANGE IN INTEREST - SOPHIE MILLER FOUNDATION 571,033. CHANGE IN INTEREST - COMMUNITY HOUSING MANAGEMENT SERVICES 334,494. TRANSFER OF NET ASSETS TO SMF & CHMS -23,527,919. ACCRETION 67,439. EXCESS OF ASSETS ACQUIRED AND LIABILITIES ASSUMED OVER CONSIDERATION TRANSF 1,500,447. |
| FORM 990 PART XII LINE 2C | THE ORGANIZATION HAS AN AUDIT COMMITTEE THAT ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT AND FOR THE SELECTION OF AN INDEPENDENT ACCOUNTING FIRM. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|
| ECS MANAGEMENT LLC | |||||||||
| 1111 S ARROYO PKWY SUITE 230 | PASADENA | CA | 91105 | 461662037 | PROVIDE ADMINISTRATIVE, PROGRAMMATIC, AND OTHER FORMS OF SUPPORT TO ECS | CA | $1,032,353 | $1,186,085 | EPISCOPAL COMMUNITIES & SERVICES FOR SENIORS |
| MONTECEDRO LLC | |||||||||
| 1111 S ARROYO PKWY SUITE 230 | PASADENA | CA | 91105 | 461640336 | DEVELOP AND OPERATE HOUSING SPECIALLY DESIGNED FOR OLDER ADULTS | CA | EPISCOPAL COMMUNITIES & SERVICES FOR SENIORS | ||
| ARTFUL HOME CARE LLC | |||||||||
| 1111 S ARROYO PKWY SUITE 230 | PASADENA | CA | 91105 | 463025752 | DEVELOP AND OPERATE HOME CARE SERVICES AND SERVE THE NEEDS OF OLDER ADULTS | CA | $478,448 | $65,512 | EPISCOPAL COMMUNITIES & SERVICES FOR SENIORS |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| MONTECEDRO INC | ||||||||||
| 1111 S ARROYO PARKWAY | PASADENA | CA | 91105 | 270707394 | SUPPORTING ORGANIZATION OF EPISCOPAL COMMUNITIES & SERVICES FOR SENIORS | CA | 501(C)(3) | LINE 11A, I | EPISCOPAL COMMUNITIES & SERVICES FOR SENIORS | Yes (1) |
| COMMUNITY HOUSING MANAGEMENT SERVICES | ||||||||||
| 1111 S ARROYO PARKWAY | PASADENA | CA | 91105 | 330204306 | PROVIDES SERVICES TO AFFORDABLE SENIOR AND DISABLED HOUSING FACILITIES | CA | 501(C)(3) | LINE 9 | EPISCOPAL COMMUNITIES & SERVICES FOR SENIORS | Yes (1) |
| SOPHIE MILLER FOUNDATION | ||||||||||
| 1111 S ARROYO PARKWAY | PASADENA | CA | 91105 | 471102014 | SUPPORTING ORGANIZATION OF EPISCOPAL COMMUNITIES & SERVICES FOR SENIORS | CA | 501(C)(1) | LINE 11A, I | EPISCOPAL COMMUNITIES & SERVICES FOR SENIORS | Yes (1) |
| 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 | 0 | 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 | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (7 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| MONTECEDRO INC | ||
| R | $38,972,385 | FAIR MARKET VALUE |
| COMMUNITY HOUSING MANAGEMENT SERVICES | ||
| D | $435,560 | FAIR MARKET VALUE |
| SOPHIE MILLER FOUNDATION | ||
| C | $577,501 | FAIR MARKET VALUE |
| COMMUNITY HOUSING MANAGEMENT SERVICES | ||
| L | $792,292 | FAIR MARKET VALUE |
| SOPHIE MILLER FOUNDATION | ||
| O | $39,375 | FAIR MARKET VALUE |
| MONTECEDRO INC | ||
| O | $56,288 | FAIR MARKET VALUE |
| MONTECEDRO INC | ||
| C | $7,793,656 | FAIR MARKET VALUE |