SOLHEIM LUTHERAN HOME: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- SOLHEIM LUTHERAN HOME (EIN 95-1643384)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-10-10
- IRS object ID
- 201302849349300100
- 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 | 2013-10-10T22:55:58-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 951720829 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARTIN WERBELOW LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 N LAKE AVE SUITE 930 | AddressLine1 |
| City | PASADENA | City |
| State | CA | State |
| ZIP Code | 911014106 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 951643384 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOLHEIM LUTHERAN HOME | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SOLH | NameControl |
| Phone | 3232577518 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2236 MERTON AVE | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90041 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAMES GRAUNKE | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 3232577518 | Phone |
| Date Signed | 2013-09-25 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICHAEL TAO | Name |
| PTIN | P00967606 | PTIN |
| Phone | 6265771440 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JAMES GRAUNKE | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2236 MERTON AVENUE | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90041 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 13601923 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Group Exemption Number | 9386 | GroupExemptionNumber |
| Organization501c3 | X | Organization501c3 |
| Web Site | SOLHEIMLUTHERAN.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1954 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | PROVIDE A HOME, HEALTH CARE, AND SECURITY FOR THE OLDER ADULTS WHO HAVE CHOSEN SOLHEIM AS THEIR HOME. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 15 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 15 | NbrIndependentVotingMembers |
| Total Nbr Employees | 214 | TotalNbrEmployees |
| Total Nbr Volunteers | 179 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 203437 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 315374 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 11016018 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 11776706 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 143755 | InvestmentIncomePriorYear |
| Investment Income Current Year | 186681 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -63437 | OtherRevenuePriorYear |
| Other Revenue Current Year | -38699 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 11299773 | TotalRevenuePriorYear |
| Total Revenue Current Year | 12240062 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | 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 | 7848268 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 7838685 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 144692 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 3196501 | OtherExpensePriorYear |
| Other Expenses Current Year | 3607378 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 11044769 | TotalExpensesPriorYear |
| Total Expenses Current Year | 11446063 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 255004 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 793999 | RevenuesLessExpensesCY |
| Total Assets BOY | 11659909 | TotalAssetsBOY |
| Total Assets EOY | 11861809 | TotalAssetsEOY |
| Total Liabilities BOY | 7151126 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 6550249 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 4508783 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 5311560 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE MINISTRY OF SOLHEIM LUTHERAN HOME IS TO PROVIDE ABUNDANT LIFE FOR OLDER ADULTS IN A CARING FAITH BASED COMMUNITY FILLED WITH LOVE, PEACE, DIGNITY, AND SECURITY. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 9678651 | Expense |
| Revenue | 11776706 | Revenue |
| Description | 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. | Description |
| Total Program Service Expense | 9678651 | 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 | 1 | 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 | 0 | 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 | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| 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 | 32 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 214 | 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 | 15 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 15 | 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 |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANTONIO DAVILA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 3232577518 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2236 MERTON AVENUE | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90041 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (19 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| AUDREY BAHR | |||||||
| PRESIDENT | 3.00 | X | 0 | 0 | 0 | ||
| ANNETTE BRENDE RN MBA | |||||||
| VICE PRESIDENT | 2.00 | X | 0 | 0 | 0 | ||
| RETA FLOYD MD | |||||||
| SECRETARY | 0.50 | X | 0 | 0 | 0 | ||
| ADAM D SISSON CPA | |||||||
| TREASURER | 2.00 | X | 0 | 0 | 0 | ||
| DR JILL M BRINK | |||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| SUE CLAUSS | |||||||
| MEMBER | 3.00 | X | 0 | 0 | 0 | ||
| PAUL EGGE | |||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| ANNMARIE FLAHERTY CPA | |||||||
| MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| TRACY KING | |||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| WILLIAM L KRANTZ | |||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| KENNETH MARTIN | |||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| JOEL F MILLER | |||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| REV KATHLEEN RICHTER | |||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| MASA SUZUKI | |||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| JAMES TRANQUADA | |||||||
| MEMBER | 3.00 | X | 0 | 0 | 0 | ||
| JAMES W GRAUNKE | |||||||
| EXECUTIVE DIRECTOR | 50.00 | 59711 | 0 | 2510 | X | ||
| ANTONIO DAVILA | |||||||
| CHIEF FINANCIAL OFFICER | 40.00 | 101060 | 0 | 6240 | X | ||
| SHERRY WAIT | |||||||
| DIRECTOR OF NURSING | 40.00 | 102827 | 0 | 7780 | X | ||
| NORMA HEATON | |||||||
| EXECUTIVE DIRECTOR (RESIGNED 6/30/12) | 50.00 | 81607 | 0 | 3912 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 345205 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 20442 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REGENCY THERAPY SERVICES | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2275 HUNTINGTON DRIVE | AddressLine1 |
| City | SAN MARINO | City |
| State | CA | State |
| ZIP Code | 91108 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | REHABILITATION SERVICES | DescriptionOfServices |
| Compensation | 215702 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| All Other Contributions | 315374 | AllOtherContributions |
| Total Contributions | 315374 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| RESIDENT SERVICE FEES | 623000 | 9833017 | 9833017 |
| MEDICARE/MEDICAL | 623000 | 1943689 | 1943689 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 11776706 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 107564 | TotalRevenueColumn |
| Exclusion | $107,564 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 23140 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 61839 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -38699 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -38699 | TotalRevenueColumn |
| Exclusion | -$38,699 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1377839 | Securities |
| Other | 1300 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1300022 | Securities |
| Other | 0 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 77817 | Securities |
| Other | 1300 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 79117 | TotalRevenueColumn |
| Exclusion | $79,117 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 12240062 | TotalRevenueColumn |
| Related Or Exempt Function Income | 11776706 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $147,982 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 255040 | Total |
| Program Services | 84012 | ProgramServices |
| Management And General | 171028 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5194621 | Total |
| Program Services | 4525011 | ProgramServices |
| Management And General | 598585 | ManagementAndGeneral |
| Fundraising | 71025 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 454678 | Total |
| Program Services | 411995 | ProgramServices |
| Management And General | 39826 | ManagementAndGeneral |
| Fundraising | 2857 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1456937 | Total |
| Program Services | 1332830 | ProgramServices |
| Management And General | 124107 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 477409 | Total |
| Program Services | 401770 | ProgramServices |
| Management And General | 70206 | ManagementAndGeneral |
| Fundraising | 5433 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 61559 | Total |
| Management And General | 61559 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 53043 | Total |
| Management And General | 53043 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16094 | Total |
| Management And General | 16094 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 73044 | Total |
| Program Services | 40263 | ProgramServices |
| Management And General | 32781 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 78644 | Total |
| Management And General | 54460 | ManagementAndGeneral |
| Fundraising | 24184 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 487064 | Total |
| Program Services | 408420 | ProgramServices |
| Management And General | 68185 | ManagementAndGeneral |
| Fundraising | 10459 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 74978 | Total |
| Management And General | 74848 | ManagementAndGeneral |
| Fundraising | 130 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 566214 | Total |
| Program Services | 540543 | ProgramServices |
| Management And General | 25671 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23072 | Total |
| Program Services | 13380 | ProgramServices |
| Management And General | 7067 | ManagementAndGeneral |
| Fundraising | 2625 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 173 | Total |
| Fundraising | 173 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 114829 | Total |
| Program Services | 114829 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 603454 | Total |
| Program Services | 577533 | ProgramServices |
| Management And General | 25921 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 245382 | Total |
| Program Services | 232429 | ProgramServices |
| Management And General | 12953 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| ANCILLARY EXPENSES | 557426 | 557426 | ||
| FOOD SERVICES | 393114 | 393114 | ||
| OTHER EXPENSES | 204693 | 45096 | 156787 | 2810 |
| PURCHASED SERVICES | 54595 | 29599 | 24996 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11446063 | Total |
| Program Services | 9678651 | ProgramServices |
| Management And General | 1622720 | ManagementAndGeneral |
| Fundraising | 144692 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 149840 | BOY |
| EOY | 240005 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 139725 | BOY |
| EOY | 759344 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 590513 | BOY |
| EOY | 708259 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 149927 | BOY |
| EOY | 133531 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 16219052 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 9984491 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6488370 | BOY |
| EOY | 6234561 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3684542 | BOY |
| EOY | 2789221 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 515012 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 456992 | BOY |
| EOY | 481876 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11659909 | BOY |
| EOY | 11861809 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 669365 | BOY |
| EOY | 717397 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2500130 | BOY |
| EOY | 2385562 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3255000 | BOY |
| EOY | 2755000 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 726631 | BOY |
| EOY | 692290 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7151126 | BOY |
| EOY | 6550249 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4492165 | BOY |
| EOY | 5300599 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8621 | BOY |
| EOY | 2364 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7997 | BOY |
| EOY | 8597 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4508783 | BOY |
| EOY | 5311560 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11659909 | BOY |
| EOY | 11861809 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 793999 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 8778 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| 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 | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 534626 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 136132 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 192676 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 203437 | CurrentTaxYearMinus1Year |
| Current Tax Year | 315374 | CurrentTaxYear |
| Total | 1382245 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 9357223 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 9076468 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 11179046 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 11016018 | CurrentTaxYearMinus1Year |
| Current Tax Year | 11776706 | CurrentTaxYear |
| Total | 52405461 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 9891849 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 9212600 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 11371722 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 11219455 | CurrentTaxYearMinus1Year |
| Current Tax Year | 12092080 | CurrentTaxYear |
| Total | 53787706 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | 49882 | CurrentTaxYear |
| Total | 49882 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | 49882 | CurrentTaxYear |
| Total | 49882 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 53737824 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 118268 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 120713 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 201461 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 179604 | CurrentTaxYearMinus1Year |
| Current Tax Year | 209221 | CurrentTaxYear |
| Total | 829267 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 118268 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 120713 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 201461 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 179604 | CurrentTaxYearMinus1Year |
| Current Tax Year | 209221 | CurrentTaxYear |
| Total | 829267 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 10010117 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 9333313 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 11573183 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 11399059 | CurrentTaxYearMinus1Year |
| Current Tax Year | 12301301 | CurrentTaxYear |
| Total | 54616973 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.98390 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.98590 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.01520 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.01410 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
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
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 494542 | BeginningOfYearBalance |
| Contributions | 999 | Contributions |
| Investment Earnings Or Losses | 25279 | InvestmentEarningsOrLosses |
| End Of Year Balance | 520820 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 449166 | BeginningOfYearBalance |
| Contributions | 20067 | Contributions |
| Investment Earnings Or Losses | 25309 | InvestmentEarningsOrLosses |
| End Of Year Balance | 494542 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 394150 | BeginningOfYearBalance |
| Contributions | 7500 | Contributions |
| Investment Earnings Or Losses | 47516 | InvestmentEarningsOrLosses |
| End Of Year Balance | 449166 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 300760 | BeginningOfYearBalance |
| Contributions | 500 | Contributions |
| Investment Earnings Or Losses | 92890 | InvestmentEarningsOrLosses |
| End Of Year Balance | 394150 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 427642 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -126882 | InvestmentEarningsOrLosses |
| End Of Year Balance | 300760 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.98350 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.01650 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1754892 | OtherCostOrOtherBasis |
| Book Value | 1754892 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 11503253 | OtherCostOrOtherBasis |
| Depreciation | 7540222 | Depreciation |
| Book Value | 3963031 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2960907 | OtherCostOrOtherBasis |
| Depreciation | 2444269 | Depreciation |
| Book Value | 516638 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 6234561 | TotalOfBookValueLandBuildings |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 12075945 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 8778 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 8778 | RevenueNotRptdF990 |
| Revenue Subtotal | 12067167 | RevenueSubtotal |
| Other Revenues Not Included | 172895 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 172895 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 12240062 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 11446063 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 11446063 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 11446063 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | IN 2002, THE BOARD OF DIRECTORS COMBINED THE PREVIOUSLY DESIGNATED CHARITY CARE RESERVE WITH THE ENDOWMENT FUND TO CREATE THE BOARD DESIGNATED FUND FOR BENEVOLENT ENDOWMENT. THIS FUND WAS DESIGNATED BY THE BOARD OF DIRECTORS FOR THE PURPOSE OF SUPPORTING CHARITABLE CARE TO RESIDENTS. AS REQUIRED BY U.S. GAAP, NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS, INCLUDING FUNDS DESIGNATED BY THE BOARD OF DIRECTORS TO FUNCTION AS ENDOWMENTS, ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. SOLHEIM ALSO HAS A DONOR RESTRICTED ENDOWMENT FUND, WHICH IS CLASSIFIED AS PERMANENTLY RESTRICTED. THE DONOR REQUIRES THE HISTORICAL DOLLAR AMOUNT OF A DONOR RESTRICTED ENDOWMENT FUND TO BE PRESERVED. IN THE ABSENCE OF DONOR RESTRICTIONS, THE NET APPRECIATION ON THIS DONOR RESTRICTED ENDOWMENT FUND IS SPENDABLE. THE RESTRICTION STIPULATES THAT FUNDS ARE TO BE USED FOR NURSES' EDUCATION. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | 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 4B - OTHER ADJUSTMENTS: | BEQUEST FROM JOHN R. MANKEN TRUST |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
| 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) | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 946001347 | IssuerEIN |
| CUSIP Number | 13033FUY4 | CUSIPNumber |
| Date Issued | 2004-12-02 | DateIssued |
| Issue Price | 6415000 | IssuePrice |
| Description Of Purpose | TO REFUND 1994 CERTIFICATES OF PARTICIPATION | DescriptionOfPurpose |
| Defeased | 0 | Defeased |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Pool Financing | 0 | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Amount Retired | 9230000 | AmountRetired |
| Total Proceeds | 6415000 | TotalProceeds |
| Amount In Reserve Fund | 617573 | AmountInReserveFund |
| Refunding Escrow | 5960796 | RefundingEscrow |
| Issuance Costs From Proceeds | 128300 | IssuanceCostsFromProceeds |
| Year Of Subst Completion | 2005 | YearOfSubstCompletion |
| Current Refunding | 1 | CurrentRefunding |
| Advance Refunding | 0 | AdvanceRefunding |
| Final Allocation Made | 1 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 1 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedProperty |
| Any Lease Arrangements | 0 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 0 | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | 0 | AnyResearchAgreements |
| Bond Iss Meet Prvt Security Pay Test | 0 | BondIssMeetPrvtSecurityPayTest |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedProp |
| Non Qualified Bond Remed Procdrs | 0 | NonQualifiedBondRemedProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiled |
| Rebate Not Due Yet | 0 | RebateNotDueYet |
| Exception To Rebate | 0 | ExceptionToRebate |
| No Rebate Due | 0 | NoRebateDue |
| Variable Rate Issue | 0 | VariableRateIssue |
| Hedge Identified In Books And Recds | 0 | HedgeIdentifiedInBooksAndRecds |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqs |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| PROGRAM SERVICE STATEMENT | 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 90 YEARS AGO, 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 2012 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 161 RESIDENTS IN 2012. 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 $162,725 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 2012. 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 AND PASTORAL 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 AT A REGULARLY SCHEDULED BOARD MEETING. | |
| 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 AGING SERVICES OF CALIFORNIA AND LEADING AGE (FORMERLY AMERICAN ASSOCIATION OF HOMES AND SERVICES FOR THE AGING (AAHSA)). BOTH ENTITIES CONDUCT SALARY SURVEYS ANNUALLY WHICH ARE 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 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 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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