2014-02-11T16:36:31-06:00 2013-03-31 135381590 BDO USA LLP 7101 WISCONSIN AVE SUITE 800 BETHESDA MD 208144827 990 2012-04-01 237334055 ARDEN WOOD INC ARDE 4153792343 445 WAWONA STREET SAN FRANCISCO CA 941163058 NANCY SEDAN 4153792343 2014-02-11 1 JOYCE M UNDERWOOD P00022361 3016544900 2012 2015-11-30 17:44:51Z JOHN W MITCHELL 445 WAWONA STREET SAN FRANCISCO CA 941163058 6704146 0 X WWW.ARDENWOOD.ORG X 1930 CA TO SUPPORT HEALING THROUGH SKILLFUL CHRISTIAN SCIENCE NURSING CARE AND INSPIRED LIVING. 7 7 137 8 0 0 2627677 2003026 4221162 4303019 62880 28712 1088 877 6912807 6335634 102310 132525 0 0 4644410 4916892 0 0 311973 2586404 2398138 7333124 7447555 -420317 -1111921 15204552 14523233 570123 951598 14634429 13571635 X ARDEN WOODS' PURPOSE IS TO PROVIDE THE HIGHEST QUALITY OF CHRISTIAN SCIENCE NURSING CARE IN KEEPING WITH THE CHURCH MANUAL PROVISION FOR "CHRISTIAN SCIENCE NURSE." ARDEN WOOD ALSO OFFERS AN EXTENSIVE NURSES' TRAINING PROGRAM, AND BOTH INDEPENDENT AND SHELTERED LIVING. 0 0 2970339 132525 2279774 NURSING PROGRAM: ARDEN WOOD PROVIDES EXCELLENT SKILLED CHRISTIAN SCIENCE NURSING CARE 24/7/365 FOR CHRISTIAN SCIENTISTS WHO CHOOSE TO RELY SOLELY ON PRAYER FOR HEALING AND WHO ARE RECEIVING DAILY TREATMENT FROM A JOURNAL-LISTED CHRISTIAN SCIENCE PRACTITIONER. A DEDICATED STAFF OF JOURNAL-LISTED CHRISTIAN SCIENCE NURSES AND CHRISTIAN SCIENCE NURSES-IN-TRAINING, PROVIDE CARE. CARE MAY INCLUDE BUT IS NOT LIMITED TO NOURISHMENT, MOBILITY ASSISTANCE, CLEANLINESS, BANDAGING, ASSISTANCE WITH PERSONAL CARE AND SUPPORTIVE COMPANIONSHIP IN MODERN, COMFORTABLE ROOMS. ARDEN WOOD OFFERS NURSING ASSISTANCE VIA INPATIENT CARE, OUTPATIENT SERVICES, AND THROUGH AN ACTIVE VISITING NURSE SERVICE WHICH PROVIDES CARE TO PATIENTS IN THEIR HOMES THROUGHOUT NORTHERN CALIFORNIA. 730859 758052 INDEPENDENT RESIDENTIAL LIVING PROGRAM: ARDEN WOOD OFFERS A HOME TO SEASONED CHRISTIAN SCIENTISTS. INDEPENDENCE AND INDIVIDUALITY ARE RESPECTED IN AN ENVIRONMENT CONDUCIVE TO INSPIRATION AND HEALING. RESIDENTS ENJOY THE BENEFITS OF A CARING, PROFESSIONAL STAFF, AND LIVE IN LOVELY STUDIO APARTMENTS AND TWO-ROOM SUITES ON QUIET WOODED GROUNDS IN A MAJOR METROPOLITAN AREA WITH NEARBY AMENITIES AND PUBLIC TRANSPORTATION. A DYNAMIC ACTIVITIES PROGRAM BRINGS ADVENTURE AND A NATURAL BALANCE INTO THE DAILY EXPERIENCE OF OUR RESIDENTS. 671964 NURSES TRAINING PROGRAM: SINCE OUR FOUNDING IN 1930, ARDEN WOOD HAS ACTIVELY TRAINED CHRISTIAN SCIENCE NURSES FOR OUR FACILITY AS WELL AS OTHER CHRISTIAN SCIENCE FACILITIES AND FOR THOSE SERVING AS PRIVATE DUTY CS NURSES. ARDEN WOOD INSTRUCTS ITS TRAINEES IN THE CHRISTIAN SCIENCE NURSING ARTS-AN EXTENSIVE, THREE-YEAR, FOUR-PART COURSE CURRICULUM OF THE HIGHEST QUALITY IN PARTNERSHIP WITH THE CHESTNUT HILL BENEVOLENT ASSOCIATION WHICH INCLUDES THOROUGH CLASSROOM INSTRUCTION (TWO COURSES TAUGHT AT ARDEN WOOD) AND ON-THE-JOB MENTORING ON BOTH CAMPUSES. TRAINING PROVIDES IN-DEPTH STUDY OF THE PRINCIPLES, ETHICS AND PRACTICAL SKILLS NECESSARY TO ENSURE EXCELLENT PROFESSIONAL CHRISTIAN SCIENCE NURSING CARE. TRAINEES ARE SALARIED AND RECEIVE FULL EMPLOYMENT BENEFITS. 630175 484034 SHELTERED CARE PROGRAM: ARDEN WOOD'S SHELTERED CARE PROGRAM PROVIDES LIGHT ASSISTANCE IN A SUPPORTIVE ENVIRONMENT FOR GUESTS WHO RELY SOLELY ON CHRISTIAN SCIENCE FOR HEALING. SHELTERED CARE INCLUDES LIGHT ASSISTANCE WITH PERSONAL CARE, BATHING AND MOBILITY, GENTLE REMINDERS AND GUIDANCE AS WELL AS HELP FOR INDIVIDUALS WITH VISION CHALLENGES. SKILLED CHRISTIAN SCIENCE NURSES PROVIDE 24-HOUR CARE AND OVERSIGHT. 0 289997 NET MEDICARE RECOVERIES 178347 459373 OTHER PROGRAM SERVICES 808522 1233404 5181684 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 24 0 1 137 1 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 1 1 1 0 CA X NANCY SEDAN 4153792343 445 WAWONA STREET SAN FRANCISCO CA 941163058 HEIDY BOYMAN 15.00 X 0 0 0 ELIZABETH TREVITHICK 3.00 X 0 0 0 JOHN CREED 3.00 X 0 0 0 PAUL SHANKWILER 3.00 X X 0 0 0 MARK NELSON 3.00 X X 0 0 0 MICHAEL MCALPINE 8.00 X X 0 0 0 D WYLIE GREIG 3.00 X X 0 0 0 FLORENCE PINIGIS 3.00 X 0 0 0 JOHN W MITCHELL 55.00 X 140839 0 3087 NANCY SEDAN 48.00 X 88130 0 3087 LESLEAH DE FRISCO 60.00 X 101303 0 3087 330272 0 9261 2 0 0 0 0 2003026 13370 2003026 NURSING INCOME 623000 2279774 2279774 RESIDENTIAL&CAMPUS LIV 531110 1217425 1217425 SHELTERED LIVING INCOM 623000 484034 484034 MEDICARE REPAYMENTS 623000 289997 289997 31789 31789 4303019 21649 21649 877 877 372450 3125 368512 0 3938 3125 7063 7063 6335634 4271230 0 61378 132525 132525 236355 202263 34092 4123728 2538707 1473817 111204 228521 142181 83617 2723 328288 192131 124925 11232 28907 8112 20795 45900 45900 9096 9096 40050 5250 34800 96805 462 300 96043 322705 98957 208661 15087 611727 23032 588695 57669 44478 11430 1761 4189 1174 3015 7314 7314 758952 480620 278332 134291 61780 72511 FOOD AND BEVERAGES 187152 130978 56174 ALLOCATED EXPENSES 0 1345231 -1345231 93381 -18684 107034 5031 7447555 5181684 1953898 311973 X 152917 0 116217 36700 186992 400925 211379 133239 644924 933771 224940 164007 86701 79349 27162750 16642229 11147069 10520521 1146906 1087587 1555641 1203834 15204552 14523233 336081 482112 200300 234042 269186 570123 951598 X 11872244 10886531 2102019 2014938 660166 670166 14634429 13571635 15204552 14523233 -1111921 49127 0 X 1 X 0 0 0 X 2354390 1846037 919356 2627677 2003026 9750486 2354390 1846037 919356 2627677 2003026 9750486 3176768 6573718 134776 93850 69528 31743 22526 352423 10102909 20229571 0.65070 0.65380 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 726312 10000 54562 21789 769085 684866 61994 20548 726312 713281 37070 65485 684866 594487 118794 713281 660166 -65679 594487 0.00000 0.87140 0.12860 0 0 2500 66500 69000 24766366 14656996 10109370 2295354 1985233 310121 32030 32030 10520521 CONTRIBUTIONS RECEIVABLE 1145062 OIL ROYALTIES 1 SUPPLIES ON HAND 58771 1203834 ACCRUED COMPENSATED ABSENCES 184493 REFUNDABLE DEPOSITS AND RELATED INT 84693 269186 X 6243140 49127 49127 6194013 9096 132525 141621 6335634 7305934 0 7305934 9096 132525 141621 7447555 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE ORGANIZATION'S DONOR-RESTRICTED ENDOWMENTS ARE COMPRISED OF FOUR INDIVIDUAL FUNDS. THE PURPOSES OF THESE ENDOWMENTS ARE TO PROVIDE INVESTMENT INCOME TO SUPPORT THE GENERAL OPERATIONS OF THE ORGANIZATION, TO SUPPORT FINANCIAL ASSISTANCE TO SELECTED PATIENTS AND GUESTS WHO REQUIRE SERVICES FROM THE ORGANIZATION BUT ARE UNABLE TO MEET THE FINANCIAL RESPONSIBILITY, AND TO SUPPORT THE EDUCATIONAL TRAINING OF NURSES IN THE FIELD OF CHRISTIAN SCIENCE. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: MANAGEMENT HAS EVALUATED THE TAX POSITIONS OF THE ORGANIZATION AND CONCLUDED THAT THE ORGANIZATION HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENTS TO THE FINANCIAL STATEMENTS. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN RECOGNIZED. WITH FEW EXCEPTIONS, THE ORGANIZATION IS GENERALLY NO LONGER SUBJECT TO TAX EXAMINATIONS BY FEDERAL OR LOCAL TAX AUTHORITIES FOR YEARS PRIOR TO 2009, AND STATE TAX AUTHORITIES FOR YEARS PRIOR TO 2008. THESE YEARS ARE REPRESENTATIVE OF THE STANDARD STATUTE OF LIMITATIONS PERIODS FOR EACH RESPECTIVE TAXING AUTHORITY. FOR THE YEARS ENDED MARCH 31, 2013 AND 2012, THERE WERE NO INTEREST OR PENALTIES RECORDED IN THE STATEMENTS OF ACTIVITIES. PART XI, LINE 4B - OTHER ADJUSTMENTS: GROSS UP BENEVOLENCE 132,525. PART XII, LINE 4B - OTHER ADJUSTMENTS: GROSS UP BENEVOLENCE 132,525. 1 BENEVOLENCE 67 0 132525 FAIR MARKET VALUE THE ORGANIZATION PROVIDES NON-CASH BENEVOLENCE ASSISTANCE WHICH IS COMPRISED OF SPIRITUAL AND FINANCIAL SUPPORT. THE VALUE OF SUCH ASSISTANCE IS BASED ON THE FAIR MARKET VALUE THAT THE ORGANIZATION CHARGES FOR SUCH SERVICES. PAUL SEDAN SPOUSE OF DIRECTOR OF FINANCE 23104 EMPLOYMENT 0 SHERRY MITCHELL SPOUSE OF EXECUTIVE DIRECTOR 82265 EMPLOYMENT 0 FORM 990, PART VI, SECTION A, LINE 8B NONE. FORM 990, PART VI, SECTION B, LINE 11 THE DIRECTOR OF FINANCE REVIEWS THE FORM 990, ALL RELATED SCHEDULES AND ATTACHMENTS AND PROVIDES COPIES OF THE RETURN TO EACH TRUSTEE AND THE EXECUTIVE DIRECTOR PRIOR TO IT BEING FILED WITH THE RESPECTIVE TAXING AUTHORITY. FORM 990, PART VI, SECTION B, LINE 12C ALL EMPLOYEES MUST DISCLOSE TO THE ORGANIZATION CONFLICTS OF INTEREST. THE BOARD AUTHORIZES AND OVERSEES AN ANNUAL REVIEW OF THE ADMINISTRATION OF THE CONFLICT OF INTEREST POLICY. IF POTENTIAL CONFLICTS ARISE, IT IS THE RESPONSIBILITY OF THE EXECUTIVE DIRECTOR/CEO OR THE BOARD TO ADDRESS THE POTENTIAL CONFLICT OF INTEREST DEPENDING ON THE PERSON (I.E. EMPLOYEE OR DIRECTOR) INVOLVED. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION PROCESS FOR EXECUTIVE DIRECTOR/CEO: ANNUALLY, THE EXECUTIVE DIRECTOR/CEO PROVIDES A WRITTEN SUMMARY OF THE ACTIVITIES AND ACCOMPLISHMENTS DURING THE YEAR, WITH HIS COMMENTS ON THE PROGRESS OF THE ORGANIZATION. THAT IS GIVEN TO THE BOARD OF TRUSTEES WHO MEETS IN EXECUTIVE SESSION TO DISCUSS THE CEO'S PERFORMANCE. THE BOARD MEETS WITH THE EXECUTIVE DIRECTOR/CEO TO GIVE HIM FEEDBACK AND SET HIS SALARY USING DATA OBTAINED FROM THE "NORTHERN CALIFORNIA NON PROFIT SALARY SURVEY" FOR EXECUTIVE DIRECTOR POSITION. GENERALLY, THE ORGANIZATION ENGAGES AN INDEPENDENT CONSULTANT EVERY 3 OR 4 YEARS TO PERFORM A COMPARATIVE SURVEY OF EMPLOYEES' SALARIES. COMPENSATION PROCESS FOR OTHER OFFICERS OR KEY EMPLOYEES: FOR EACH KEY EMPLOYEE, THERE IS AN ANNUAL FORMAL WRITTEN REVIEW CONSISTING OF A SELF-ASSESSMENT BY THE EMPLOYEE WHICH IS REVIEWED AND ADDED TO BY THE EXECUTIVE DIRECTOR/CEO; THIS IS THEN FOLLOWED UP WITH A MEETING AND DISCUSSION BETWEEN THE EXECUTIVE DIRECTOR/CEO AND THE KEY EMPLOYEE. GENERALLY, THE ORGANIZATION ENGAGES AN INDEPENEDENT CONSULTANT EVERY 3 OR 4 YEARS TO PERFORM A COMPARATIVE SURVEY OF EMPLOYEES' SALARIES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.