2014-07-02T08:57:11-07:00 2013-12-31 Stoltey & Associates PO Box 57 Los Olivos CA 93441 990 2013-01-01 951816019 HILLSIDE HOUSE HILL 8056870788 1235 VERONICA SPRINGS ROAD SANTA BARBARA CA 93105 Craig Olson Executive Director 2014-07-02 true BRAD STOLTEY CPA P00241354 8056895880 X 2013 2015-11-30 17:44:51Z Mr Jim Wolfe 1235 VERONICA SPRINGS ROAD SANTA BARBARA CA 93105 4539652 false false X WWW.HILLSIDEHOUSESB.ORG X 1945 CA To provide a home that supports our residents efforts to maximize their physical, cognitive, social and emotional abilities so that they can achieve the highest individual level of independence in an environment where people are treated with dignity and respect. 16 16 118 55 0 360713 422621 4002292 3838128 152293 125908 91835 4488913 4504877 0 0 2847673 2965526 0 118988 1253834 1330704 4101507 4296230 387406 208647 3885541 4928479 469938 1265640 3415603 3662839 To provide a home that supports our residents efforts to maximize their physical, cognitive, social and emotional abilities so that they can achieve the highest individual level of independence in an environment where people are treated with dignity and respect. false false 3685185 3838128 2013 Program Service Accomplishments1.We restructured our administrative organization to allow greater focus on external affairs, specifically the Community Plan, by our Executive Director, Craig Olson. We accomplished this by creating a new position, Director of Operations, who supervises all internal operations except Development and Finance. The new Director of Operations is Gail Metzger. 2.We changed the theme of our annual fundraising event to attract a more varied audience. Now named Sunset Soiree, our event features wine and food, and our attendance increased for the first time in 5 years.3.We welcomed two new Board members: Jon Valois and Mark Manion.4.We introduced an online staff training program, Relias Learning, so that our staff can meet their training requirements more flexibly and with a greater diversity of trainings.5.We hired a new Facilities Director, Juan Diaz, who has brought great enthusiasm and organization to the tasks of managing our diverse and aging facilities.6.More than 140 people joined the Friends of Hillside House as a demonstration of their support for our Community Plan, essentially the long-range vision for our future. 3685185 true true false false false false false false true false true false false true false true true false false false false false false false true false false false false false false false false false false false false false false false false false false false false false false false false false false true 31 0 true 118 true false false false false false false false false 0 false false false false false false false false false false X 16 16 false false false false false false false true false false false true true true true true true true false false X X X CRAIG OLSON 8056870788 1235 VERONICA SRINGS ROAD SANTA BARBARA CA 931054522 X Mr Jim Wolfe President 2.00 0.00 X X 0 0 0 Mrs Norris Goss Vice President 2.00 0.00 X X 0 0 0 Dr Erik Wipf DDS Treasurer 0.75 0.00 X X 0 0 0 Mr Donald Becker Secretary 0.75 0.00 X X 0 0 0 Mrs Cynthy Ardell Director 0.50 0.00 X 0 0 0 Ms Susan Chapman Director 0.50 0.00 X 0 0 0 Mr Silvio DiLoreto Director 0.50 0.00 X 0 0 0 Mr Brad Frohling Director 0.25 0.00 X 0 0 0 Dr Lynn Jones DSW Director 0.50 0.00 X 0 0 0 Mr Chuck Klein Director 0.50 0.00 X 0 0 0 Mr Richard Monk Esq Director 1.00 0.00 X 0 0 0 Mr Ernesto Paredes Director 0.50 0.00 X 0 0 0 Mr Peter Troesch Director 0.50 0.00 X 0 0 0 Mr Jon Valois Director 0.25 0.00 X 0 0 0 Mr Mark Manion Director 0.25 0.00 X 0 0 0 Mr Earl Armstrong DIR. AT LARGE 0.50 0.00 X 0 0 0 0 false false false 0 14490 408131 422621 RESIDENT FEES 623000 3838128 3838128 3838128 150038 150038 0 0 25250 25250 25250 25250 2255 2255 2255 2255 67605 14490 34775 32830 32830 0 0 OTHER REVENUE 33755 33755 33755 4504877 3874138 208118 0 0 0 0 0 0 2545757 2230273 241008 74476 0 209076 162554 45740 782 210693 186552 18158 5983 0 454 454 31104 31104 0 0 0 154532 77114 49539 27879 1724 628 1096 288193 261681 20865 5647 0 0 158320 147238 9499 1583 0 0 0 0 0 86570 80510 5194 866 65842 61233 3951 658 RESIDENT SERVICES 299031 299031 MEDI-CAL QAF 189164 176868 12296 BAD DEBT EXPENSE 53419 53419 MISCELLANEOUS 2351 2131 202 18 0 4296230 3685185 492057 118988 0 276592 1234251 8574 12390 662033 446685 0 0 0 0 88132 81183 2874027 1761214 943201 1112813 0 0 0 0 1907009 2041157 3885541 4928479 469938 1265640 469938 1265640 X 3253718 3442948 161885 219891 3415603 3662839 3885541 4928479 X 208647 38589 X false true X true false X 395344 344957 435635 360713 408131 1944780 0 0 395344 344957 435635 360713 408131 1944780 0 1944780 12798 1929 36754 150038 201519 0 1861 2241 34601 25700 33755 98158 2244457 19383815 0.86650 0.93710 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED true 20961 505939 516147 10754 false 30000 30000 1175269 696742 478527 148131 63390 84741 979659 846746 132913 540968 154336 386632 1112813 BENEFICIAL INTEREST IN ASSETS held by ot 2041157 2041157 X 4543466 38589 38589 4504877 4504877 4296230 4296230 4296230 Part IV, Line 1b: Why is organization an agent, trustee, custodian or other intermediary for contrib PATIENT ACCOUNTS ARE ADMINISTERED BY HILLSIDE HOUSE Part X : FIN48 Footnote The Organization is exempt from federal and California income taxes under Section 501(c) (3) of the Internal Revenue Code and Section 27301d of the California Revenue and Taxation Code. The Organization would be subject to tax on income unrelated to its exempt purposes (unless that income is otherwise excluded by the Internal Revenue Code). The Organization did not report any unrelated income for the year ended December 31, 2013. The tax years ending 2010, 2011 and 2012 are still open to audit for both federal and state purposes. The Organization is not considered a private foundation. Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 CHANGE IN VALUE OF ENDOWMENT TRUST $38589 X X X X false SUNSET SOIREE 82095 14490 67605 34775 82095 14490 67605 34775 34775 32830 Form 990, Part VI, Line 8: Explanation of No Contemporaneously Documentation of Meetings COMMITTEES REPORT MEETINGS TO GENERAL BOARD AND WERE INCORPORATED IN THE BOARD MEETING MINUTES. Form 990, Part VI, Line 11b: Form 990 Review Process Hillside House will complete an audit of Hillside House Financial Records at the conclusion of each business year by a certified auditor. Prior to submission of the organization's Federal and State Form 990 reports the reports will be reviewed by the Hillside House Board of Directors and staff according to the following procedures.1.Complete audit - A draft of the Form 990 Return of Organization Exempt from Income Tax (990) will be completed by the auditor after the conclusion of the audit of Hillside House's (HH) Financial Records for a given year. 2.Internal Review - The Form 990 draft will be reviewed by the HH Auditor, the Director of Administrative Services, the Executive Director, a member of the Board Audit Committee and the Board Treasurer. At that time any questions or concerns can be addressed and corrections made, if warranted, to the draft prior to final approval.3.Board Approval - Once the internal review is completed the final draft of the 990 will be E-mailed or mailed to the entire HH board. The cover letter will state:"Unless the recipient of the e-mail or mail responds to the contrary in the next 5 business days, it will be assumed that the 990 meets with your approval and will be signed and submitted to the IRS by HH staff."4.Questions & Concerns - If questions or concerns about the Form 990 are raised by the HH board they will be addressed by the HH auditor and/or the HH staff, via corrections or explanations. If no consensus can be reached between HH staff and the HH board member's concerns the final dispensation of the matter will go to the HH Executive Committee for final approval or changes. 5.Final Approval - Upon approval HH staff will sign and mail the 990 to the IRS prior to due date. Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts BOARD MEMBERS ARE REQUIRED TO COMPLETE AND SIGN A CONFLICT OF INTEREST DISCLOSURE STATEMENT. Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees The bylaws of Hillside House establish an executive committee that has general oversight of the organization's compensation of the salaried employees in key leadership positions within the organization. Specific duties include evaluation of the chief executive of the organization and approval of the compensation of salaried employees in key leadership positions within the organization. The positions reviewed by the compensation committee include the Executive Director, Director of Nursing, Director of Administrative Services, the Director of Development and the Program Director. A competent salary survey is used to benchmark compensation for the key salaried positions within the organization, utilizing health and social service industry statistics and other studies. In reviewing the executive director/administrator position the committee meets independent of the executive director/administrator to discuss performance relative to the position description. During these deliberations, the committee also considers any input obtained from other board members, staff, professional advisors, residents and family members, and other informed community leaders.Once a consensus is reached regarding performance, a similar discussion is held concerning compensation relative to annual benchmark and established objectives.The committee presents its findings and recommendations, in an executive session without the chief executive present, to the full board for review and approval. The committee and/or the board chair (a member of the committee) then meet with the chief executive to discuss and document strengths, weaknesses, and goals for the upcoming year. Compensation for the upcoming year is also discussed and documented.The executive committee will also review and approve or deny the recommended salaries for the exempt (salaried) staff. Form 990, Part VI, Line 19: Other Organization Documents Publicly Available GOVERNING DOCUMENTS AND CONFLICT OF INTEREST STATEMENT ARE AVAILABLE UPON REQUEST. FINANCIAL STATEMENTS ARE AVAILABLE ON HILLSIDE HOUSE'S WEBSITE AS WELL AS UPON REQUEST. Other Changes In Net Assets Or Fund Balances - Other Increases CHANGE IN VALUE OF ENDOWMENT TRUST = $38589