OCONNOR WOODS HOUSING CORPORATION: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- OCONNOR WOODS HOUSING CORPORATION (EIN 68-0201024)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-14
- IRS object ID
- 201323189349308862
- 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 | 2013-11-14T18:53:59-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 910189318 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3121 WEST MARCH LANE SUITE 100 | AddressLine1 |
| City | STOCKTON | City |
| State | CA | State |
| ZIP Code | 952192303 | 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 | 680201024 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | O'CONNOR WOODS HOUSING CORPORATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | OCON | NameControl |
| Phone | 2094676500 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3400 WAGNER HEIGHTS ROAD | AddressLine1 |
| City | STOCKTON | City |
| State | CA | State |
| ZIP Code | 95209 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | R SCOT SINCLAIR | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 2094676500 | Phone |
| Date Signed | 2013-11-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TRACY S PAGLIA | Name |
| PTIN | P00366884 | PTIN |
| Phone | 2099556100 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | R SCOT SINCLAIR | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3400 WAGNER HEIGHTS ROAD | AddressLine1 |
| City | STOCKTON | City |
| State | CA | State |
| ZIP Code | 95209 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 26354633 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.OCONNORWOODS.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1988 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE HOUSING FOR THE ELDERLY | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 11 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 9 | NbrIndependentVotingMembers |
| Total Nbr Employees | 293 | TotalNbrEmployees |
| Total Nbr Volunteers | 11 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 154707 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 244815 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 25255067 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 25372466 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 201283 | InvestmentIncomePriorYear |
| Investment Income Current Year | 166267 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 224658 | OtherRevenuePriorYear |
| Other Revenue Current Year | 194032 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 25835715 | TotalRevenuePriorYear |
| Total Revenue Current Year | 25977580 | 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 | 13358195 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 12945429 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 124918 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 12278872 | OtherExpensePriorYear |
| Other Expenses Current Year | 13062250 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 25637067 | TotalExpensesPriorYear |
| Total Expenses Current Year | 26007679 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 198648 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -30099 | RevenuesLessExpensesCY |
| Total Assets BOY | 54906961 | TotalAssetsBOY |
| Total Assets EOY | 56663390 | TotalAssetsEOY |
| Total Liabilities BOY | 48376341 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 50007708 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 6530620 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 6655682 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | TO PROVIDE HOUSING AND SERVICES FOR THE ELDERLY | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 7885344 | Expense |
| Revenue | 8643530 | Revenue |
| Description | INDEPENDENT LIVING - PROVIDES PHYSICAL, CIVIC, CULTURAL, SOCIAL AND RECREATIONAL ACTIVITIES AND OVERALL ENVIRONMENT CONDUCIVE TO DIGNITY AND INDEPENDENCE. SERVICES PROVIDED INCLUDE: HOUSING, MEALS, HOUSEKEEPING, VARIOUS WELLNESS, FITNESS, HEALTH, SOCIAL, SPIRITUAL AND RECREATIONAL PROGRAMS AND ACTIVITIES. THE FACILITY IS SPECIALLY DESIGNED TO ENHANCE THE OLDER ADULT'S ABILITY TO REMAIN AS INDEPENDENT AS POSSIBLE. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 3567028 | Expense |
| Revenue | 3735042 | Revenue |
| Description | ASSISTED LIVING - LICENSED BY THE STATE OF CALIFORNIA AS A RESIDENTIAL CARE FACILITY FOR THE ELDERLY, THE ASSISTED LIVING FACILITIES PROVIDE 24 HOUR CARE AND SUPERVISION IN A RESIDENTIAL ENVIRONMENT. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 10636086 | Expense |
| Revenue | 12413996 | Revenue |
| Description | SKILLED NURSING - LICENSED BY THE CALIFORNIA DEPT OF PUBLIC HEALTH AND CERTIFIED BY THE FEDERAL GOVERNMENT FOR PARTICIPATION IN MEDICARE. EXTENSIVE IN-PATIENT AND OUT-PATIENT THERAPIES PROVIDED IN ORDER TO RETURN RESIDENTS TO THEIR HOME OR ALLOW THEM TO BE AS INDEPENDENT AS POSSIBLE. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 259541 | Expense |
| Revenue | 579898 | Revenue |
| Description | ANCILLARY FACILITIES ENHANCE A SENSE OF COMMUNITY BY PROVIDING ENRICHMENT ACTIVITIES AND SUPPORT SERVICES FOR RESIDENTS. AMENITIES INCLUDE PRIVATE DINING AND ACTIVITY ROOMS, A CHAPEL AND NATURE PATHS, A MULTI-PURPOSE HEALTH CLUB, SWIMMING POOL AND SPA, A GREENHOUSE, WOOD-WORKING AND CERAMIC ACTIVITIES, BEAUTY AND BARBER SHOPS, ON-PREMISES BANKING, A LIBRARY, HEALTH CLINIC, TRANSPORTATION AND EMERGENCY RESPONSE SERVICES. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 259541 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 579898 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 22347999 | 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 | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | 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 | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | 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 | 1 | 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 | 84 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 293 | 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 | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| 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 | 11 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 9 | 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 | 0 | 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 | NIKKI OCHOA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2094676381 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1800 N CALIFORNIA ST | AddressLine1 |
| City | STOCKTON | City |
| State | CA | State |
| ZIP Code | 95204 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (16 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| ROBERT H HERMANN MD | ||||||||
| CHAIRPERSON | 1.00 | 1.00 | X | X | 0 | 0 | 0 | |
| FRAN MEREDITH | ||||||||
| SECRETARY | 1.00 | 1.00 | X | X | 0 | 0 | 0 | |
| EDWARD G SCHROEDER | ||||||||
| PRESIDENT/CEO/EX-OFFICIO | 15.00 | 5.00 | X | X | 22500 | 0 | 18246 | |
| R SCOT SINCLAIR | ||||||||
| EXEC DIRECTOR/EX-OFFICIO | 35.00 | 5.00 | X | X | 323160 | 0 | 54995 | |
| BARBARA TOGNOLI | ||||||||
| VICE CHAIRPERSON | 1.00 | 1.00 | X | X | 0 | 0 | 0 | |
| TOM SHAFFER | ||||||||
| BOARD MEMBER | 1.00 | 1.00 | X | 0 | 0 | 0 | ||
| SISTER MAUREEN MCINERNEY OP | ||||||||
| EX OFFICIO | 1.00 | 1.00 | X | 0 | 0 | 0 | ||
| JOHN BERNADICOU | ||||||||
| BOARD MEMBER | 1.00 | 1.00 | X | 0 | 0 | 0 | ||
| LEX CORRALES | ||||||||
| TREASURER | 1.00 | 1.00 | X | 0 | 0 | 0 | ||
| PHYLLIS BERGER | ||||||||
| BOARD MEMBER | 1.00 | 1.00 | X | 0 | 0 | 0 | ||
| LOU MEYER | ||||||||
| BOARD MEMBER | 1.00 | 1.00 | X | 0 | 0 | 0 | ||
| CATHERINE OTTE | ||||||||
| DIRECTOR OF NURSING | 40.00 | 129885 | 0 | 15365 | X | |||
| MARCIA FITZGERALD | ||||||||
| ADMINISTRATOR RES. SER | 40.00 | 131910 | 0 | 40451 | X | |||
| MARY PABINGUIT | ||||||||
| REGISTERED NURSE | 40.00 | 102891 | 0 | 27610 | X | |||
| ROSA SANDERS | ||||||||
| DIRECTOR OF NURSING | 40.00 | 128843 | 0 | 33168 | X | |||
| ERIC SHOLTY | ||||||||
| DIRECTOR OF MAINTENANCE | 40.00 | 102645 | 0 | 28060 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 941834 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 217895 | TotalOtherCompensation |
| Number Individuals GT100 K | 6 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| THERAPY SPECIALISTS | |||||
| 3760 CONVOY ST STE 204 | SAN DIEGO | CA | 92111 | THERAPY SERVICES | 1623068 |
| SYSCO FOODSVC OF CNT CAL | |||||
| PO BOX 60000 | SAN FRANCISCO | CA | 94160 | FOOD SERVICES | 840621 |
| VMR CONTSTRUCTION INC | |||||
| 1768 HERMAN CT | STOCKTON | CA | 95206 | CONSTRUCTION | 833253 |
| CARPETLAND | |||||
| 3206-B HAMMER LN | STOCKTON | CA | 95212 | OTHER | 387836 |
| SIMPLEX GRINNELL | |||||
| 4650 BELOIT DR | SACRAMENTO | CA | 95838 | FIRE PROTECTION SERVICES | 275136 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 13 | NumberOfContractorsGT100K |
| Fundraising Events | 63483 | FundraisingEvents |
| All Other Contributions | 181332 | AllOtherContributions |
| Noncash Contributions | 5759 | NoncashContributions |
| Total Contributions | 244815 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| PATIENT SERVICES | 623990 | 12396775 | 12396775 |
| HOUSING/ASSISTED LIVING | 623990 | 12076778 | 12076778 |
| ANCILLARY REVENUE | 900099 | 898913 | 898913 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 25372466 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 140969 | TotalRevenueColumn |
| Exclusion | $140,969 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 375374 | Securities |
| Other | 3288 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 350289 | Securities |
| Other | 3075 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 25085 | Securities |
| Other | 213 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 25298 | TotalRevenueColumn |
| Exclusion | $25,298 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 22095 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 63483 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 23689 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -1594 | TotalRevenueColumn |
| Exclusion | -$1,594 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount |
|---|---|---|---|
| CAFETERIA/FOOD/MEALS | 721000 | 136795 | $136,795 |
| NON-PATIENT ROOM RENTALS | 721000 | 32677 | $32,677 |
| PARKING | 812930 | 26154 | $26,154 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 195626 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 25977580 | TotalRevenueColumn |
| Related Or Exempt Function Income | 25372466 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $360,299 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 418902 | Total |
| Management And General | 418902 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9147552 | Total |
| Program Services | 7531869 | ProgramServices |
| Management And General | 1559414 | ManagementAndGeneral |
| Fundraising | 56269 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 152812 | Total |
| Program Services | 117985 | ProgramServices |
| Management And General | 33702 | ManagementAndGeneral |
| Fundraising | 1125 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2311332 | Total |
| Program Services | 1615249 | ProgramServices |
| Management And General | 674138 | ManagementAndGeneral |
| Fundraising | 21945 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 914831 | Total |
| Program Services | 757923 | ProgramServices |
| Management And General | 152406 | ManagementAndGeneral |
| Fundraising | 4502 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 394878 | Total |
| Management And General | 394878 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 155097 | Total |
| Management And General | 155097 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 62350 | Total |
| Management And General | 62350 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 46753 | Total |
| Management And General | 46753 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2435907 | Total |
| Program Services | 2435007 | ProgramServices |
| Fundraising | 900 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 55097 | Total |
| Program Services | 55097 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2233232 | Total |
| Program Services | 2203625 | ProgramServices |
| Fundraising | 29607 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22468 | Total |
| Program Services | 22468 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1049663 | Total |
| Program Services | 1049663 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 37631 | Total |
| Management And General | 37122 | ManagementAndGeneral |
| Fundraising | 509 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2666339 | Total |
| Program Services | 2666339 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2290812 | Total |
| Program Services | 2290812 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 314474 | Total |
| Program Services | 314474 | ProgramServices |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | FundraisingFundraising |
|---|---|---|---|
| REPAIRS | 690146 | 690146 | |
| BAD DEBT | 143771 | 143771 | |
| DUES AND SUBSCRIPTIONS | 102560 | 102560 | |
| LICENSES & TAXES | 41345 | 40873 | 472 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 319727 | Total |
| Program Services | 310138 | ProgramServices |
| Fundraising | 9589 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26007679 | Total |
| Program Services | 22347999 | ProgramServices |
| Management And General | 3534762 | ManagementAndGeneral |
| Fundraising | 124918 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1023711 | BOY |
| EOY | 2164207 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 764446 | BOY |
| EOY | 756316 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 155430 | BOY |
| EOY | 187973 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1711665 | BOY |
| EOY | 1684104 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 176268 | BOY |
| EOY | 264206 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 70656861 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 26437320 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43790310 | BOY |
| EOY | 44219541 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5088590 | BOY |
| EOY | 5348600 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2196541 | BOY |
| EOY | 2038443 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 54906961 | BOY |
| EOY | 56663390 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2816532 | BOY |
| EOY | 2292228 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1020951 | BOY |
| EOY | 1022901 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 39740226 | BOY |
| EOY | 38515000 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3047072 | BOY |
| EOY | 3028576 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1751560 | BOY |
| EOY | 5149003 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 48376341 | BOY |
| EOY | 50007708 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5720719 | BOY |
| EOY | 5824613 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -18100 | BOY |
| EOY | -16045 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 828001 | BOY |
| EOY | 847114 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6530620 | BOY |
| EOY | 6655682 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 54906961 | BOY |
| EOY | 56663390 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -30099 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 155161 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| 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 Consolidated | X | FinancialStatementConsolidated |
| 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 | 184519 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 146739 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 132291 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 154707 | CurrentTaxYearMinus1Year |
| Current Tax Year | 244815 | CurrentTaxYear |
| Total | 863071 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 21711151 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 22758529 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 24086379 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 25255067 | CurrentTaxYearMinus1Year |
| Current Tax Year | 25372466 | CurrentTaxYear |
| Total | 119183592 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 21895670 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 22905268 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 24218670 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 25409774 | CurrentTaxYearMinus1Year |
| Current Tax Year | 25617281 | CurrentTaxYear |
| Total | 120046663 | 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) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 120046663 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 268655 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 323389 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 256242 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 169981 | CurrentTaxYearMinus1Year |
| Current Tax Year | 140969 | CurrentTaxYear |
| Total | 1159236 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 268655 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 323389 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 256242 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 169981 | CurrentTaxYearMinus1Year |
| Current Tax Year | 140969 | CurrentTaxYear |
| Total | 1159236 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 213252 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 243227 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 241463 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 241588 | CurrentTaxYearMinus1Year |
| Current Tax Year | 217721 | CurrentTaxYear |
| Total | 1157251 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 22377577 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 23471884 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 24716375 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 25821343 | CurrentTaxYearMinus1Year |
| Current Tax Year | 25975971 | CurrentTaxYear |
| Total | 122363150 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.98110 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.97450 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00950 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.01240 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
| General Explanation | SCHEDULE A, PART II, LINE 12, EXPLANATION OF OTHER INCOME: SPECIAL EVENTS CAFETERIA NON-PATIENT ROOM RENTAL PARKING | GeneralExplanation |
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) |
|---|---|---|
| Other Cost Or Other Basis | 4618271 | OtherCostOrOtherBasis |
| Book Value | 4618271 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 57078911 | OtherCostOrOtherBasis |
| Depreciation | 21210450 | Depreciation |
| Book Value | 35868461 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 5522136 | OtherCostOrOtherBasis |
| Depreciation | 3816244 | Depreciation |
| Book Value | 1705892 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3437543 | OtherCostOrOtherBasis |
| Depreciation | 1410626 | Depreciation |
| Book Value | 2026917 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 44219541 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| INTERCOMPANY PAYABLE | $5,137,560 |
| CAPITAL LEASES | $11,443 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 5149003 | TotalOfAmounts |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | CRAB FEED | NameOfEvent1 |
| Gross Receipts Event1 | 85578 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 63483 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 22095 | GrossRevenueEvent1 |
| Non Cash Prizes Event1 | 7386 | NonCashPrizesEvent1 |
| Food And Beverage Event1 | 16303 | FoodAndBeverageEvent1 |
| Gross Receipts Total | 85578 | GrossReceiptsTotal |
| Charitable Contributions Total | 63483 | CharitableContributionsTotal |
| Gross Revenue Total Events | 22095 | GrossRevenueTotalEvents |
| Non Cash Prizes Total Events | 7386 | NonCashPrizesTotalEvents |
| Food And Beverage Total Events | 16303 | FoodAndBeverageTotalEvents |
| Direct Expense Summary Events | 23689 | DirectExpenseSummaryEvents |
| Net Income Summary | -1594 | NetIncomeSummary |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | X | IndependentConsultant |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (3 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| R SCOT SINCLAIR | ||||||||||||||
| EXEC DIRECTOR/EX-OFFICIO | 215436 | 0 | 107724 | 0 | 0 | 0 | 4400 | 0 | 50595 | 0 | 378155 | 0 | 0 | 0 |
| MARCIA FITZGERALD | ||||||||||||||
| ADMINISTRATOR RES. SER | 124045 | 0 | 7865 | 0 | 0 | 0 | 1406 | 0 | 39045 | 0 | 172361 | 0 | 0 | 0 |
| ROSA SANDERS | ||||||||||||||
| DIRECTOR OF NURSING | 119011 | 0 | 0 | 0 | 9832 | 0 | 2404 | 0 | 30764 | 0 | 162011 | 0 | 0 | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE ORGANIZATION HAS ONE MEMBER, WHICH IS O'CONNOR WOODS HOLDING COMPANY FKA ST. JOSEPH'S REGIONAL HOUSING CORPORATION. THE SOLE MEMBER HAS THE RIGHT AND AUTHORITY TO APPOINT THE MEMBERS OF THE BOARD OF DIRECTORS AND APPROVE SIGNIFICANT DECISIONS OF THE GOVERNING BODY. |
| FORM 990, PART VI, SECTION A, LINE 7A | SEE THE DESCRIPTION FOR LINE 6. |
| FORM 990, PART VI, SECTION A, LINE 7B | SISTERS HAVE RESERVED POWER ON CERTAIN KEY DECISIONS. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE 990 IS PREPARED BY MANAGEMENT WITH THE ASSISTANCE OF THE AUDITOR, AND THE DRAFT IS REVIEWED BY THE FINANCE COMMITTEE. |
| FORM 990, PART VI, SECTION B, LINE 12C | DURING AN ANNUAL BOARD MEETING, THE BOARD DISCUSSES POTENTIAL CONFLICT OF INTEREST. AN ANNUAL CONFLICT OF INTEREST DISCLOSURE STATEMENT IS ALSO COMPLETED AND DISTRIBUTED TO BOARD MEMBERS DURING THAT MEETING. MEMBERS PRESENT REVIEW, SIGN AND RETURN COPIES OF THE STATEMENT. |
| FORM 990, PART VI, SECTION B, LINE 15A | MARKET COMPETITIVE DATA FOR THE EXECUTIVE DIRECTOR FROM A PROFESSIONAL FIRM WITH EXPERIENCE IN COMPARABLE POSITIONS IS GATHERED, ANNUAL PERFORMANCE EVALUATION IS CONDUCTED AND FINDINGS ARE PRESENTED TO THE BOARD OF TRUSTEES FOR CONCURRENCE ON APPROPRIATE COMPENSATION. A PROCESS FOR REVIEW OF THE PRESDIENT/CEO COMPENSATION IS CURRENTLY UNDERWAY. QUESTION 15B IS "NO" AS THE ORGANIZATION HAS NO OTHER COMPENSATED OFFICERS OR KEY EMPLOYEES. |
| FORM 990, PART VI, SECTION C, LINE 19 | AVAILABLE UPON REQUEST |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| O'CONNOR WOODS HOLDING COMPANY | ||||||||||
| 3400 WAGNER HEIGHTS ROAD | STOCKTON | CA | 95209 | 942760726 | STRATEGIC HEALTHCARE DIRECTION & SUPPORT SERVICES | CA | 501(C)(3) | LINE 11A, I | N/A | 0 |
| O'CONNOR WOODS A CALIFORNIA CORPORATION | ||||||||||
| 3400 WAGNER HEIGHTS ROAD | STOCKTON | CA | 95209 | 680152283 | NONE | CA | 501(C)(3) | 9 | N/A | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 1 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
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