SOLHEIM LUTHERAN HOME: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- SOLHEIM LUTHERAN HOME (EIN 95-1643384)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-16
- IRS object ID
- 201543209349310844
- 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 | 2015-11-16T15:10:01-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 N LAKE AVE SUITE 930 | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 911014106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 951643384 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOLHEIM LUTHERAN HOME | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SOLH | BusinessNameControlTxt |
| Phone | 3232577518 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2236 MERTON AVE | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90041 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES GRAUNKE | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 3232577518 | PhoneNum |
| Signature | 2015-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL TAO | PreparerPersonNm |
| PTIN | P00967606 | PTIN |
| Phone | 6265771440 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JAMES GRAUNKE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2236 MERTON AVENUE | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90041 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $13,123,767 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Group Exemption | 9386 | GroupExemptionNum |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | SOLHEIMLUTHERAN.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1954 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | PROVIDE A HOME, HEALTH CARE, AND SECURITY FOR THE OLDER ADULTS WHO HAVE CHOSEN SOLHEIM AS THEIR HOME. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 206 | TotalEmployeeCnt |
| Total Volunteers | 216 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,598,909 | PYContributionsGrantsAmt |
| CY Contributions Grants | $177,256 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $11,204,100 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $11,361,564 | CYProgramServiceRevenueAmt |
| PY Investment Income | $138,033 | PYInvestmentIncomeAmt |
| CY Investment Income | $837,558 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$42,495 | PYOtherRevenueAmt |
| CY Other Revenue | -$40,624 | CYOtherRevenueAmt |
| PY Total Revenue | $12,898,547 | PYTotalRevenueAmt |
| CY Total Revenue | $12,335,754 | 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 | $7,331,592 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $7,547,126 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $168,765 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,600,056 | PYOtherExpensesAmt |
| CY Other Expenses | $3,562,389 | CYOtherExpensesAmt |
| PY Total Expenses | $10,931,648 | PYTotalExpensesAmt |
| CY Total Expenses | $11,109,515 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,966,899 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,226,239 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $13,641,385 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,151,052 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $6,010,391 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,308,157 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $7,630,994 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $8,842,895 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF SOLHEIM LUTHERAN HOME IS TO PROVIDE ABUNDANT LIVING FOR OLDER ADULTS IN A CARING FAITH BASED COMMUNITY FILLED WITH LOVE, PEACE, DIGNITY, AND SECURITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $9,465,318 | ExpenseAmt |
| Revenue | $11,361,564 | RevenueAmt |
| Desc | SOLHEIM LUTHERAN HOME PROVIDES RESIDENTIAL, ASSISTED LIVING, MEMORY CARE AND SKILLED NURSING CARE FOR OLDER ADULTS OF ALL FAITHS. FOR AN EXPANDED DESCRIPTION OF SOLHEIM LUTHERAN HOME'S SERVICES AND ACTIVITIES, PLEASE SEE SCHEDULE O. | Desc |
| Total Program Service Expenses | $9,465,318 | 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 | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | 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 | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 32 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 206 | 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 | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | 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 | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | 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 | ANTONIO DAVILA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3232577518 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2236 MERTON AVENUE | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90041 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| JOEL F MILLER | |||||||
| PRESIDENT | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES TRANQUADA | |||||||
| VICE PRESIDENT | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DR JILL M BRINK PHD | |||||||
| SECRETARY | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ADAM SISSON CPA | |||||||
| TREASURER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| AUDREY BAHR | |||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JIM BARBER | |||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PAUL EGGE | |||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PAUL JACQUES | |||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DR RALPH JUNG MD | |||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TRACY KING | |||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| REV KATHLEEN RICHTER | |||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ALEXANDRA SMYSER | |||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SUSAN STARK | |||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID C STARLEAF ESQ | |||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MASA SUZUKI | |||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| REV DR R GUY ERWIN | |||||||
| MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| MARY MCORKLE | |||||||
| RESIDENT REPRESENTATIVE | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES W GRAUNKE | |||||||
| EXECUTIVE DIRECTOR | 40.00 | $145,278 | $0 | $6,240 | Yes (X) | ||
| ANTONIO DAVILA | |||||||
| DIRECTOR OF FINANCE/CFO | 40.00 | $121,454 | $0 | $8,131 | Yes (X) | ||
| SHERRY WAIT | |||||||
| DIRECTOR OF NURSING | 40.00 | $105,528 | $0 | $2,110 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $372,260 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $16,481 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| J WORKS CONSTRUCTION | |||||
| 1017 CHIMES AVE | DUARTE | CA | 91010 | RESIDENT ROOM RENOVATIONS | $293,035 |
| REGENCY THERAPY SERVICES | |||||
| 2275 HUNTINGTON DRIVE | SAN MARINO | CA | 91108 | REHABILITATION SERVICES | $235,021 |
| MARGIE BEAL | |||||
| 452 BOWLING GREEN DR | CLAREMONT | CA | 91711 | INTERIOR DESIGNER | $182,767 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $177,256 | AllOtherContributionsAmt |
| Total Contributions | $177,256 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| RESIDENT FEES - SKILLE | 623000 | $6,131,935 | $6,131,935 |
| RESIDENT FEES - MEMORY | 623000 | $1,986,111 | $1,986,111 |
| ANCILLARY SERVICES & F | 623000 | $1,273,608 | $1,273,608 |
| RESIDENT FEES - ASSIST | 623000 | $1,238,108 | $1,238,108 |
| RESIDENT FEES - RESIDE | 623000 | $731,802 | $731,802 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $11,361,564 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $96,008 | TotalRevenueColumnAmt |
| Exclusion | $96,008 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $18,000 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $58,624 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$40,624 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$40,624 | TotalRevenueColumnAmt |
| Exclusion | -$40,624 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $670,939 | SecuritiesAmt |
| Other | $800,000 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $510,707 | SecuritiesAmt |
| Other | $218,682 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $160,232 | SecuritiesAmt |
| Other | $581,318 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $741,550 | TotalRevenueColumnAmt |
| Exclusion | $741,550 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,335,754 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $11,361,564 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $796,934 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $303,268 | TotalAmt |
| Program Services | $95,763 | ProgramServicesAmt |
| Management And General | $207,505 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,868,760 | TotalAmt |
| Program Services | $4,312,271 | ProgramServicesAmt |
| Management And General | $483,955 | ManagementAndGeneralAmt |
| Fundraising | $72,534 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $393,074 | TotalAmt |
| Program Services | $351,994 | ProgramServicesAmt |
| Management And General | $35,466 | ManagementAndGeneralAmt |
| Fundraising | $5,614 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,556,172 | TotalAmt |
| Program Services | $1,428,809 | ProgramServicesAmt |
| Management And General | $111,197 | ManagementAndGeneralAmt |
| Fundraising | $16,166 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $425,852 | TotalAmt |
| Program Services | $373,458 | ProgramServicesAmt |
| Management And General | $46,108 | ManagementAndGeneralAmt |
| Fundraising | $6,286 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,821 | TotalAmt |
| Management And General | $36,821 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,480 | TotalAmt |
| Management And General | $52,480 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,687 | TotalAmt |
| Management And General | $17,687 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $261,104 | TotalAmt |
| Program Services | $213,101 | ProgramServicesAmt |
| Management And General | $48,003 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,469 | TotalAmt |
| Management And General | $43,644 | ManagementAndGeneralAmt |
| Fundraising | $18,825 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $587,871 | TotalAmt |
| Program Services | $506,701 | ProgramServicesAmt |
| Management And General | $73,262 | ManagementAndGeneralAmt |
| Fundraising | $7,908 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,141 | TotalAmt |
| Management And General | $82,947 | ManagementAndGeneralAmt |
| Fundraising | $1,194 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $508,310 | TotalAmt |
| Program Services | $481,254 | ProgramServicesAmt |
| Management And General | $27,056 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,279 | TotalAmt |
| Program Services | $12,740 | ProgramServicesAmt |
| Management And General | $4,539 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $471 | TotalAmt |
| Fundraising | $471 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,340 | TotalAmt |
| Program Services | $80,340 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $653,910 | TotalAmt |
| Program Services | $623,714 | ProgramServicesAmt |
| Management And General | $30,196 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $247,152 | TotalAmt |
| Program Services | $235,396 | ProgramServicesAmt |
| Management And General | $11,756 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| FOOD SERVICES | $441,735 | $441,735 | ||
| ANCILLARY EXPENSES | $262,214 | $262,214 | ||
| OTHER EXPENSES | $169,052 | $45,828 | $122,582 | $642 |
| PURCHASED SERVICES | $79,353 | $40,228 | $39,125 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,109,515 | TotalAmt |
| Program Services | $9,465,318 | ProgramServicesAmt |
| Management And General | $1,475,432 | ManagementAndGeneralAmt |
| Fundraising | $168,765 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $401,358 | BOYAmt |
| EOY | $1,543,757 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,500,000 | BOYAmt |
| EOY | $300,000 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $683,794 | BOYAmt |
| EOY | $624,391 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $135,806 | BOYAmt |
| EOY | $154,485 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $17,239,105 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $11,087,288 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,156,346 | BOYAmt |
| EOY | $6,151,817 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,183,915 | BOYAmt |
| EOY | $1,821,805 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,014,981 | BOYAmt |
| EOY | $3,078,358 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $565,185 | BOYAmt |
| EOY | $476,439 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,641,385 | BOYAmt |
| EOY | $14,151,052 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $876,037 | BOYAmt |
| EOY | $758,955 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,238,046 | BOYAmt |
| EOY | $2,220,566 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,240,000 | BOYAmt |
| EOY | $1,710,000 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $656,308 | BOYAmt |
| EOY | $618,636 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,010,391 | BOYAmt |
| EOY | $5,308,157 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,310,497 | BOYAmt |
| EOY | $8,478,228 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $320,497 | BOYAmt |
| EOY | $364,667 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,630,994 | BOYAmt |
| EOY | $8,842,895 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,641,385 | BOYAmt |
| EOY | $14,151,052 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,226,239 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$29,001 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | $22,116 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | -$7,453 | 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| 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 | $192,676 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $203,437 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $315,374 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,598,909 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $177,256 | CurrentTaxYearAmt |
| Total | $2,487,652 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,179,046 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,016,018 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,776,706 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,204,100 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,361,461 | CurrentTaxYearAmt |
| Total | $56,537,331 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,371,722 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,219,455 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,092,080 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,803,009 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,538,717 | CurrentTaxYearAmt |
| Total | $59,024,983 | 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) |
|---|---|---|
| Current Tax Year Minus1 Year | $1,197,886 | CurrentTaxYearMinus1YearAmt |
| Total | $1,197,886 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $1,197,886 | CurrentTaxYearMinus1YearAmt |
| Total | $1,197,886 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $57,827,097 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $201,461 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $179,604 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $209,221 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $118,843 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $114,111 | CurrentTaxYearAmt |
| Total | $823,240 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $201,461 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $179,604 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $209,221 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $118,843 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $114,111 | CurrentTaxYearAmt |
| Total | $823,240 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,573,183 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,399,059 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,301,301 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,921,852 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,652,828 | CurrentTaxYearAmt |
| Total | $59,848,223 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.96620 | PublicSupportCY509Pct |
| Public Support PY509 | 0.98560 | PublicSupportPY509Pct |
| Investment Income CY | 0.01380 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01440 | 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 | $633,732 | BeginningYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $520,820 | BeginningYearBalanceAmt |
| Contributions | $43,750 | ContributionsAmt |
| Investment Earnings Or Losses | $78,242 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $9,080 | OtherExpendituresAmt |
| End Year Balance | $633,732 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $494,542 | BeginningYearBalanceAmt |
| Contributions | $999 | ContributionsAmt |
| Investment Earnings Or Losses | $25,279 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $520,820 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $449,166 | BeginningYearBalanceAmt |
| Contributions | $20,067 | ContributionsAmt |
| Investment Earnings Or Losses | $25,309 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $494,542 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $394,150 | BeginningYearBalanceAmt |
| Contributions | $7,500 | ContributionsAmt |
| Investment Earnings Or Losses | $47,516 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $449,166 | EndYearBalanceAmt |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,574,892 | OtherCostOrOtherBasisAmt |
| Book Value | $1,574,892 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $12,172,998 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,381,331 | DepreciationAmt |
| Book Value | $3,791,667 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,329,026 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,705,957 | DepreciationAmt |
| Book Value | $623,069 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $162,189 | OtherCostOrOtherBasisAmt |
| Book Value | $162,189 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $6,151,817 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| MONEY MARKET ACCOUNTS | $823,642 | F |
| CERTIFICATES OF DEPOSITS | $1,131,254 | F |
| CORPORATE BONDS | $1,123,462 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $3,078,358 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $12,299,300 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$29,001 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$7,453 | OtherRevenueAmt |
| Revenue Not Reported | -$36,454 | RevenueNotReportedAmt |
| Revenue Subtotal | $12,335,754 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $12,335,754 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $11,109,515 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $11,109,515 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $11,109,515 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | SOLHEIM'S ENDOWMENT CONSISTED OF ONE FUND THROUGH JANUARY 1, 2014, WHICH INCLUDED A FUND DESIGNATED BY THE BOARD OF DIRECTORS TO FUNCTION AS AN ENDOWMENT. EFFECTIVE JANUARY 1, 2014, THE BOARD OF DIRECTORS REDESIGNED THE FUND TO NOT FUNCTION AS AN ENDOWMENT. AS A RESULT, THE NAME WAS CHANGED TO THE BOARD DESIGNATED FUND FOR BENEVOLENCE. |
| PART X, LINE 2: | SOLHEIM 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. SOLHEIM 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 SOLHEIM'S INCOME TAX RETURNS. MANAGEMENT BELIEVES THE INCOME TAX POSITIONS TAKEN MORE LIKELY THAN NOT WILL BE SUSTAINED UNDER EXAMINATION BY THE APPLICABLE TAX AUTHORITIES. EXAMPLES OF TAX POSITIONS INCLUDE THE TAX-EXEMPT STATUS OF SOLHEIM AND VARIOUS POSITIONS RELATED TO THE POTENTIAL SOURCES OF UNRELATED BUSINESS TAXABLE INCOME. SINCE TAX MATTERS ARE SUBJECT TO SOME DEGREE OF UNCERTAINTY, THERE CAN BE NO ASSURANCE THAT SOLHEIM'S TAX RETURNS WILL NOT BE CHALLENGED BY THE TAXING AUTHORITIES AND THAT SOLHEIM WILL NOT BE SUBJECT TO ADDITIONAL TAX, PENALTIES, AND INTEREST AS A RESULT OF SUCH CHALLENGE. GENERALLY, SOLHEIM'S TAX RETURNS REMAIN OPEN FOR THREE YEARS FOR FEDERAL INCOME TAX EXAMINATION AND FOUR YEARS FOR STATE INCOME TAX EXAMINATION. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENT -7,453. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| 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 | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES W GRAUNKE | PersonNm |
| Title | EXECUTIVE DIRECTOR | TitleTxt |
| Base Compensation Filing Org | $145,278 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $6,240 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $0 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $151,518 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIFORNIA HEALTH FACILITIES FINANCING AUTHORITY (CHFFA) | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 946001347 | BondIssuerEIN |
| CUSIP | 13033FUY4 | CUSIPNum |
| Bond Issued | 2004-12-02 | BondIssuedDt |
| Issue Price | $6,415,000 | IssuePriceAmt |
| Purpose | TO REFUND 1994 CERTIFICATES OF PARTICIPATION | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $4,705,000 | RetiredAmt |
| Total Proceeds | $6,415,000 | TotalProceedsAmt |
| In Reserve Fund | $617,573 | InReserveFundAmt |
| Refunding Escrow | $5,960,796 | RefundingEscrowAmt |
| Issuance Costs From Proceeds | $128,300 | IssuanceCostsFromProceedsAmt |
| Substantial Completion | 2005 | SubstantialCompletionYr |
| Current Refunding | Yes (1) | CurrentRefundingInd |
| Advance Refunding | 0 | AdvanceRefundingInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.00000 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.00000 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | 0 | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | 0 | ProceduresCorrectiveActionInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 4A | SOLHEIM LUTHERAN HOME IS A SINGLE SITE NOT-FOR-PROFIT CONTINUING CARE RETIREMENT COMMUNITY IN THE EAGLE ROCK NEIGHBORHOOD OF THE CITY OF LOS ANGELES, CALIFORNIA. FOUNDED IN 1923, SOLHEIM PROVIDES 24-HOUR HIGH QUALITY RESIDENTIAL AND ASSISTED LIVING SERVICES, MEMORY CARE AND SKILLED NURSING CARE TO OLDER ADULTS OF ALL FAITHS. WE OFFER OUR RESIDENTS A FULL, VIBRANT SENIOR LIVING EXPERIENCE. WE PLACE SPECIAL EMPHASIS ON WELLNESS ACTIVITIES AND COMMUNITY ACCESS FOR OUR RESIDENTS. WE HAVE A WELLNESS CENTER AND FULL-TIME WELLNESS COORDINATOR SO THAT OUR RESIDENTS ARE ABLE TO STAY PHYSICALLY AND MENTALLY HEALTHY. IN 2013 SOLHEIM OPENED A REHABILITATION CENTER TO PROVIDE PHYSICAL THERAPY, OCCUPATIONAL THERAPY, SPEECH THERAPY AND MORE TO ENABLE OLDER ADULTS TO REGAIN MOBILITY AND CONTROL OF THEIR LIVES IN A SAFE AN SUPPORTIVE ENVIRONMENT. TWO WHEELCHAIR ACCESSIBLE VANS AND A 30 PASSENGER WHEELCHAIR ACCESSIBLE BUS ENABLE RESIDENTS TO GO ON OUTINGS REGARDLESS OF THEIR MOBILITY. SOLHEIM PROVIDED SERVICES FOR AN AVERAGE POPULATION OF 145 RESIDENTS IN 2014. WITH DEDICATED STAFF THAT HAS AN AVERAGE LENGTH OF EMPLOYMENT GREATER THAN NINE YEARS, SOLHEIM ASPIRES TO PARTNER WITH EACH RESIDENT AND HIS/HER FAMILY TO PROVIDE INDIVIDUALIZED SERVICE AND A TRUE FEELING OF COMMUNITY. DUE TO THE EXISTENCE OF THE BOARD DESIGNATED BENEVOLENT FUND AND CONTRIBUTIONS RECEIVED, SOLHEIM WAS ABLE TO PROVIDE APPROXIMATELY $184,000 WORTH OF UNCOMPENSATED CARE TO RESIDENTS WHO WERE UNABLE TO PAY STANDARD FEES. SOLHEIM IS A TEACHING SITE FOR HEALTH CARE STUDENTS WHO SPENT OVER 2,800 CLINICAL HOURS ON THE PREMISES IN 2014. THE STUDENTS ARE GUIDED BY SOLHEIM'S RESIDENTS AND STAFF TO LEARN THE BEST APPROACHES TO WORKING WITH A SENIOR POPULATION. OUR THRIVING VOLUNTEER PROGRAM ATTRACTS STUDENTS, FAMILY MEMBERS, COMMUNITY MEMBERS AND CONGREGATION MEMBERS WHO ADD TO THE QUALITY OF LIFE. SOLHEIM IS THE FISCAL AGENT FOR LUTHERAN HEALTH MINISTRIES OF THE FOOTHILLS, A LOCAL NOT-FOR-PROFIT ORGANIZATION, TO PROVIDE PARISH NURSE VISITATION SERVICES, ALONG WITH HEALTH PROMOTION ACTIVITIES, TO THE SURROUNDING COMMUNITIES. SOLHEIM WELCOMES COMMUNITY GROUPS ON CAMPUS, INCLUDING THE EAGLE ROCK CHAMBER OF COMMERCE AND CHURCH FELLOWSHIP GROUPS. SOLHEIM ALSO SERVES AS A POLLING PLACE FOR VARIOUS ELECTIONS. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE MEMBERS OF THE CORPORATION CONSIST OF EACH CURRENTLY FUNCTIONING CONGREGATION OF THE SOUTHWEST CALIFORNIA SYNOD OF THE EVANGELICAL LUTHERAN CHURCH IN AMERICA "ELCA" THAT ELECTS TO BE CONSIDERED A CONSTITUENT CONGREGATION OF THE CORPORATION. |
| FORM 990, PART VI, SECTION A, LINE 7A | EACH MEMBER CONGREGATION IS INVITED ANNUALLY TO SELECT TWO PERSONS AS VOTING DELEGATES TO THE ANNUAL MEETING OF THE MEMBERS. THE DELEGATES AT THE ANNUAL MEETING SELECT THE DIRECTORS OF THE BOARD, EXCEPT FOR THE POSITION HELD BY THE BISHOP OF THE SOUTHWEST CALIFORNIA SYNOD OF THE ELCA OR HIS/HER DESIGNEE. THE MEMBERS ALSO HAVE THE RIGHT TO REMOVE A DIRECTOR OF THE BOARD WITH OR WITHOUT CAUSE. |
| FORM 990, PART VI, SECTION A, LINE 7B | IF A BOARD VACANCY HAS BEEN FILLED BY THE BOARD DURING THE YEAR THEN THAT DECISION MUST BE RATIFIED BY THE MEMBERS AT THE NEXT ANNUAL MEETING OF THE MEMBERS. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE REVIEW OF THE ENTIRE FORM 990 PRIOR TO ITS FILING WAS PERFORMED BY THE EXECUTIVE DIRECTOR, THE CHIEF FINANCIAL OFFICER, AND THE MEMBERS OF THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL MEMBERS OF THE GOVERNING BODY ARE REQUIRED TO SIGN A CONFLICT OF INTEREST STATEMENT ANNUALLY. NEW BOARD MEMBERS SIGN THIS STATEMENT IN THE MONTH OF THEIR ELECTION OR APPOINTMENT. IF A CONFLICT ARISES FROM A NEW ACTIVITY OR OTHER INTEREST, THE BOARD MEMBER SHALL PROMPTLY DISCLOSE THE SAME IN WRITING TO THE PRESIDENT OF THE BOARD. ANY BOARD MEMBER WHO HAS A CONFLICT OF INTEREST WILL REFRAIN FROM VOTING ON ISSUES RELATED TO THAT INTEREST. THE PRESIDENT OF THE BOARD AND EXECUTIVE DIRECTOR ARE RESPONSIBLE FOR MONITORING THE CONFLICT OF INTEREST POLICY. ALL EMPLOYEES SIGN A CONFLICT OF INTEREST STATEMENT AS PART OF THE EMPLOYEE HANDBOOK UPON HIRE. SOLHEIM MAINTAINS A WRITTEN FORMAL POLICY FOR DOCUMENT RETENTION AND DESTRUCTION AS WELL. |
| FORM 990, PART VI, SECTION B, LINE 15 | MEMBERS OF THE EXECUTIVE COMMITTEE OF THE BOARD ARE RESPONSIBLE FOR REVIEWING AND APPROVING THE COMPENSATION OF THE EXECUTIVE DIRECTOR BASED ON AN ANNUAL WRITTEN EVALUATION AND COMPENSATION TABLES PUBLISHED BY LEADINGAGE. THIS SALARY SURVEY IS CONDUCTED ANNUALLY AND INCLUDES DATA SPECIFIC TO NOT-FOR-PROFIT RETIREMENT COMMUNITIES AND REPORTED BY GEOGRAPHIC REGION AND COMPARABLE POSITION. THE EXECUTIVE DIRECTOR REVIEWS THE APPROPRIATENESS OF THE COMPENSATION OF THE CHIEF FINANCIAL OFFICER AND OTHER POSITIONS WITHIN THE ORGANIZATION USING THE SAME SALARY SURVEYS. THESE SALARY SURVEYS ARE ALSO USED TO DETERMINE THE APPROPRIATENESS OF WAGES AND SALARIES PAID. THE POLICIES AND PERSONNEL COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS A DETAILED SALARY SCHEDULE FOR ALL POSITIONS AS PART OF THE ANNUAL BUDGET PROCESS. |
| FORM 990, PART VI, SECTION C, LINE 19 | SOLHEIM MAKES THE FOLLOWING DOCUMENTS AVAILABLE TO THE PUBLIC BY PROVIDING COPIES UPON REQUEST OR MAKING THEM AVAILABLE FOR INSPECTION AT THE CORPORATE OFFICE; IRS FORM 990, AUDITED FINANCIAL STATEMENTS, ANNUAL REPORT, IRS TAX EXEMPTION DETERMINATION LETTER, AND CONFLICT OF INTEREST POLICY. THE IRS FORM 990 IS ALSO AVAILABLE AT WWW.GUIDESTAR.ORG. AUDITED FINANCIAL STATEMENTS ARE AN ATTACHMENT TO EACH NEW CONTINUING CARE CONTRACT. SUMMARIZED FINANCIAL STATEMENTS ARE PRESENTED TO THE RESIDENTS OF SOLHEIM ON A QUARTERLY BASIS DURING A TOWN MEETING, ARE INCLUDED IN THE ANNUAL REPORT, AND ARE PUBLISHED ANNUALLY IN THE SOUTHWEST CALIFORNIA SYNOD ELCA, BULLETIN OF REPORTS. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENT -7,453. |
| FORM 990 PART XII LINE 2C | THE ORGANIZATION HAS AN AUDIT COMMITTEE THAT ASSUMES RESPONSIBLITY FOR THE OVERSIGHT OF THE AUDIT AND FOR THE SELECTION OF AN INDEPENDENT ACCOUNTING FIRM. THERE ARE NO CHANGES TO THESE PROCESSES FROM THE PRIOR YEAR. |
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