OAKVIEW INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- OAKVIEW INC (EIN 95-2078722)
- Tax period
- 2012-10-01 to 2013-09-30
- Filed
- 2014-05-14
- IRS object ID
- 201401349349303550
- Schema version
- 2012v2.1
- 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) |
|---|---|---|
| Timestamp | 2014-05-14T11:33:10-05:00 | Timestamp |
| Tax Period End Date | 2013-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 952772601 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GLENN BURDETTE | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1150 PALM STREET | AddressLine1 |
| City | SAN LUIS OBISPO | City |
| State | CA | State |
| ZIP Code | 93401 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 952078722 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ATASCADERO CHRISTIAN HOME INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ATAS | NameControl |
| Phone | 8054660281 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8455 SANTA ROSA ROAD | AddressLine1 |
| City | ATASCADERO | City |
| State | CA | State |
| ZIP Code | 93422 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAN BUSBY | Name |
| Title | CEO | Title |
| Phone | 8054660281 | Phone |
| Date Signed | 2014-05-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICAL W BOVEE CPA | Name |
| PTIN | P01023187 | PTIN |
| Phone | 8055441441 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | X | AddressChange |
Doing Business As DoingBusinessAs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PACIFIC CHRISTIAN SENIOR SERVICES | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | DAN BUSBY | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8455 SANTA ROSA ROAD | AddressLine1 |
| City | ATASCADERO | City |
| State | CA | State |
| ZIP Code | 93422 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 6379027 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.PCSENIORSERVICES.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1957 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE CARE AND HOUSING FOR THE ELDERLY WITHIN A CHRISTIAN ENVIRONMENT. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 4 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 4 | NbrIndependentVotingMembers |
| Total Nbr Employees | 140 | TotalNbrEmployees |
| Total Nbr Volunteers | 10 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 41749 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 64007 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 5790012 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 6312063 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 5438 | InvestmentIncomePriorYear |
| Investment Income Current Year | 2957 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 162235 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 5999434 | TotalRevenuePriorYear |
| Total Revenue Current Year | 6379027 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 6787 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 3606424 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 3861559 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2706873 | OtherExpensePriorYear |
| Other Expenses Current Year | 3186140 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 6320084 | TotalExpensesPriorYear |
| Total Expenses Current Year | 7047699 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -320650 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -668672 | RevenuesLessExpensesCY |
| Total Assets BOY | 4009401 | TotalAssetsBOY |
| Total Assets EOY | 3656620 | TotalAssetsEOY |
| Total Liabilities BOY | 4803676 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 5119566 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | -794275 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | -1462946 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | OUR PURPOSE AT ATASCADERO CHRISTIAN HOME IS TO OFFER A TOTAL MINISTRY TO THE SENIOR POPULATION ON CALIFORNIA'S CENTRAL COAST BY MEETING THEIR SPIRITUAL, PHYSICAL, EMOTIONAL AND SOCIAL NEEDS. OUR GOAL IS TO PROVIDE AN ATTRACTIVE AND COMFORTABLE LIVING ENVIRONMENT, PROMOTE SPIRITUAL GROWTH, PHYSICAL WELL-BEING, HEART-FELT SATISFACTION, SOCIAL AWARENESS AND A FEELING OF SECURITY. OUR AIM IS TO PRODUCE AN ATMOSPHERE OF CARING AND SHARING IN ALL ACTIVITIES CONDUCTIVE TO SELF-WORTH SUPPORTING THE HIGHEST QUALITY OF LIFE. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 1284631 | Expense |
| Revenue | 1702436 | Revenue |
| Description | PROVIDE INDEPENDENT AND ASSISTED LIVING FOR THE ELDERLY WITHIN A CHRISTIAN ENVIRONMENT FOR APPROXIMATELY 66 RESIDENTS. OF THOSE RESIDENTS, APPROXIMATELY 30% RECEIVE FINANCIAL ASSISTANCE FROM THE ORGANIZATION. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 3378893 | Expense |
| Revenue | 4609627 | Revenue |
| Description | FULLY LICENSED SKILLED NURSING FACILITY THAT PROVIDES CARE IN A CHRISTIAN ENVIRONMENT FOR UP TO 60 RESIDENTS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 4663524 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 26 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 140 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 4 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 4 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAN BUSBY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8054660281 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14900 EL CAMINO REAL | AddressLine1 |
| City | ATASCADERO | City |
| State | CA | State |
| ZIP Code | 93422 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (6 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| WILLIAM ZEIDERS | ||||||
| PRESIDENT | 3.00 | X | X | 0 | 0 | 0 |
| ROGER HILLBERG | ||||||
| VICE PRESIDENT | 2.00 | X | X | 0 | 0 | 0 |
| RICHARD FLEER | ||||||
| SECRETARY | 2.00 | X | X | 0 | 0 | 0 |
| MARTIN ALLEN | ||||||
| TREASURER | 2.00 | X | X | 0 | 0 | 0 |
| DAN BUSBY | ||||||
| CEO/CFO | 40.00 | X | 85000 | 0 | 0 | |
| WILLIAM MOHR PART YEAR | ||||||
| CHIEF EXECUTIVE OFFICER (FORMER) | 40.00 | X | 89086 | 0 | 8256 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 174086 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 8256 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (3 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| HALLMARK REHAB | |||||
| 27442 PORTOLA PARKWAY SUITE 200 | FOOTHILL RANCH | CA | 92610 | THERAPY | 226049 |
| HEALTHCARE SERVICES GROUP | |||||
| 3220 TILLMAN DRIVE SUITE 300 | BENSALEM | PA | 19020 | HOUSEKEEPING | 188237 |
| CENTRAL COAST HOME HEALTH | |||||
| 253 GRANADA SUITE D | SAN LUIS OBISPO | CA | 93401 | THERAPY | 128964 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 3 | NumberOfContractorsGT100K |
| All Other Contributions | 64007 | AllOtherContributions |
| Total Contributions | 64007 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| SKILLED NURSING FACILI | 623000 | 4609627 | 4609627 |
| RESIDENTIAL CARE FACIL | 623000 | 1702436 | 1702436 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 6312063 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2957 | TotalRevenueColumn |
| Exclusion | $2,957 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 6379027 | TotalRevenueColumn |
| Related Or Exempt Function Income | 6312063 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $2,957 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 174086 | Total |
| Management And General | 174086 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2720087 | Total |
| Program Services | 2597382 | ProgramServices |
| Management And General | 122705 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 678306 | Total |
| Program Services | 591032 | ProgramServices |
| Management And General | 87274 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 289080 | Total |
| Program Services | 212330 | ProgramServices |
| Management And General | 76750 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 402599 | Total |
| Program Services | 272616 | ProgramServices |
| Management And General | 129983 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 55559 | Total |
| Management And General | 55559 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32601 | Total |
| Program Services | 2467 | ProgramServices |
| Management And General | 30134 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 372377 | Total |
| Program Services | 35676 | ProgramServices |
| Management And General | 336701 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 41498 | Total |
| Program Services | 18149 | ProgramServices |
| Management And General | 23349 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12496 | Total |
| Program Services | 4825 | ProgramServices |
| Management And General | 7671 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 167652 | Total |
| Management And General | 167652 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 344065 | Total |
| Management And General | 344065 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 64215 | Total |
| Management And General | 64215 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| SUPPLIES | 508352 | 505128 | 3224 |
| LICENSE AND PERMITS | 347027 | 347027 | |
| PHYSICAL AND OCCUPATION | 327871 | 327871 | |
| BAD DEBT | 285831 | 285831 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 223997 | Total |
| Program Services | 96048 | ProgramServices |
| Management And General | 127949 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7047699 | Total |
| Program Services | 4663524 | ProgramServices |
| Management And General | 2384175 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2100 | BOY |
| EOY | 79851 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 355582 | BOY |
| EOY | 4827 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 658921 | BOY |
| EOY | 729028 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 249782 | BOY |
| EOY | 246598 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 109063 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 9108840 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 6863046 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2318418 | BOY |
| EOY | 2245794 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2297 | BOY |
| EOY | 2297 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 239162 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 422301 | BOY |
| EOY | 0 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4009401 | BOY |
| EOY | 3656620 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 389355 | BOY |
| EOY | 894076 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 162169 | BOY |
| EOY | 120169 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4207701 | BOY |
| EOY | 4103266 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43379 | BOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1072 | BOY |
| EOY | 2055 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4803676 | BOY |
| EOY | 5119566 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -794275 | BOY |
| EOY | -1462946 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -794275 | BOY |
| EOY | -1462946 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4009401 | BOY |
| EOY | 3656620 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -668672 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 1 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 0 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 170430 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 83377 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 116573 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 41749 | CurrentTaxYearMinus1Year |
| Current Tax Year | 64007 | CurrentTaxYear |
| Total | 476136 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 170430 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 83377 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 116573 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 41749 | CurrentTaxYearMinus1Year |
| Current Tax Year | 64007 | CurrentTaxYear |
| Total | 476136 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 476136 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 18124 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 17707 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 10737 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5438 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2957 | CurrentTaxYear |
| Total | 54963 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5391 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 33252 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2855 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 115 | CurrentTaxYearMinus1Year |
| Current Tax Year | 23180 | CurrentTaxYear |
| Total | 64793 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 595892 | TotalSupport |
| Public Support Pertcentage170 | 0.79900 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.82980 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 284368 | InvestmentCostOrOtherBasis |
| Book Value | 284368 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 7662941 | InvestmentCostOrOtherBasis |
| Depreciation | 5910430 | Depreciation |
| Book Value | 1752511 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 1160008 | InvestmentCostOrOtherBasis |
| Depreciation | 952616 | Depreciation |
| Book Value | 207392 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 1523 | InvestmentCostOrOtherBasis |
| Book Value | 1523 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 2245794 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PATIENT TRUST FUNDS | Description |
| Amount | $2,055 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 2055 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 6379027 | TotRevenueEtcAuditedFinclStmt |
| Revenue Not Rptd F990 | 0 | RevenueNotRptdF990 |
| Revenue Subtotal | 6379027 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 6379027 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 7047699 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 7047699 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 7047699 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | Identifier |
| Return Reference | PART X, LINE 2: | ReturnReference |
| Explanation | INCOME TAXES TOPIC OF FASB ACCOUNTING STANDARDS CODIFICATION REQUIRES, AMONG OTHER THINGS, THE RECOGNITION AND MEASUREMENT OF TAX POSITIONS BASED ON A "MORE LIKELY THAN NOT" (LIKELIHOOD GREATER THAN 50%) APPROACH. AS OF SEPTEMBER 30, 2013, THE ORGANIZATION DID NOT MAINTAIN ANY TAX POSITIONS THAT DID NOT MEET THE "MORE LIKELY THAN NOT" THRESHOLD. HOWEVER, TAX RETURNS REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE FOR FISCAL YEARS ENDING ON OR AFTER SEPTEMBER 30, 2010, AND BY THE CALIFORNIA FRANCHISE TAX BOARD FOR FISCAL YEARS ENDING ON OR AFTER SEPTEMBER 30, 2009. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE CORPORATION INCLUDES TWO CLASSES OF MEMBERSHIP, CHURCHES AND INDIVIDUALS, AND MEMBERSHIPS APPLICATIONS ARE APPROVED AND ACCEPTED BY THE BOARD. |
| FORM 990, PART VI, SECTION A, LINE 7A | MEMBERS VOTE IN THE SELECTION OF THE BOARD AND OTHER BUSINESS COMING BEFORE MEMBERSHIP MEETINGS, MAY REMOVE BOARD MEMBERS BY A TWO THIRD VOTE AND ALSO MUST APPROVE ANY AMENDMENTS TO THE BYLAWS. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE OFFICERS OF THE CORPORATION SHALL BE MEMBERS OF THE CORPORATION AND ELECTED BY THE BOARD OF TRUSTEES FROM AMONG THE TRUSTEES. |
| FORM 990, PART VI, SECTION B, LINE 11 | A DRAFT COPY OF THE FORM 990 IS PROVIDED TO THE CEO, CONTROLLER AND TRUSTEES FOR REVIEW AND APPROVAL PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | ENFORCEMENT AND MONITORING OF THE CONFLICT OF INTEREST POLICY IS DONE BY THE EXECUTIVE DIRECTOR THROUGH A REVIEW OF ALL CONTRACTS AND ACCOUNTS PAYABLES. ANY POTENTIAL CONFLICTS ARE TO BE ADDRESSED AS THEY SHOULD ARISE. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION PROCESS IS PERFORMED BY THE BOARD USING A COMPENSATION STUDY PROVIDED Y THE AMERICAN ASSOCIATION OF HOMES AND SERVICES FOR THE AGING. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, FINANCIAL INFORMATION AND POLICIES ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
Reasonable Cause Explanation ReasonableCauseExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | TAXPAYER REQUESTS RELIEF FROM FILING LATE THE FIRST EXTENSION DUE FEBRUARY 15, 2014. THE PAID PREPARER BELIEVED THE EXTENSION WAS PROPERLY FILED BY PRIOR CPA, AND THUS THE TAXPAYER OPERATED UNDER THE GOOD FAITH BELIEF THAT THE EXTENSION HAD PROPERLY BEEN FILED. WE APOLOGIZE FOR THE OVERSIGHT ON OUR PART AND ON BEHALF OF THE CORPORATION WE REQUEST THAT YOU REMOVE ANY PENALTIES THAT MIGHT BE ASSESSED FOR LATE FILING CONSIDERING THE CIRCUMSTANCES AND REASONABLE CAUSE FOR THE CORPORATION FILING THE RETURN SUBSEQUENT TO THE DUE DATE OF 2/15/14.UNDER PENALTIES OF PERJURY, I DECLARE THAT THE FOREGOING INFORMATION TO THE BEST OF MY KNOWLEDGE AND BELIEF IS TRUE, CORRECT AND COMPLETE. | Explanation |