2013-11-14T18:53:59-06:00 2012-12-31 910189318 MOSS ADAMS LLP 3121 WEST MARCH LANE SUITE 100 STOCKTON CA 952192303 990 2012-01-01 680201024 O'CONNOR WOODS HOUSING CORPORATION OCON 2094676500 3400 WAGNER HEIGHTS ROAD STOCKTON CA 95209 R SCOT SINCLAIR 2094676500 2013-11-14 1 TRACY S PAGLIA P00366884 2099556100 2012 2016-02-25 16:41:14Z R SCOT SINCLAIR 3400 WAGNER HEIGHTS ROAD STOCKTON CA 95209 26354633 0 X WWW.OCONNORWOODS.ORG X 1988 CA TO PROVIDE HOUSING FOR THE ELDERLY 11 9 293 11 0 0 154707 244815 25255067 25372466 201283 166267 224658 194032 25835715 25977580 0 0 0 0 13358195 12945429 0 0 124918 12278872 13062250 25637067 26007679 198648 -30099 54906961 56663390 48376341 50007708 6530620 6655682 X TO PROVIDE HOUSING AND SERVICES FOR THE ELDERLY 0 0 7885344 8643530 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. 3567028 3735042 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. 10636086 12413996 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. 259541 579898 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. 259541 579898 22347999 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 84 0 1 293 1 0 0 0 0 0 1 1 0 0 0 0 X 11 9 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X NIKKI OCHOA 2094676381 1800 N CALIFORNIA ST STOCKTON CA 95204 ROBERT H HERMANN MD 1.00 1.00 X X 0 0 0 FRAN MEREDITH 1.00 1.00 X X 0 0 0 EDWARD G SCHROEDER 15.00 5.00 X X 22500 0 18246 R SCOT SINCLAIR 35.00 5.00 X X 323160 0 54995 BARBARA TOGNOLI 1.00 1.00 X X 0 0 0 TOM SHAFFER 1.00 1.00 X 0 0 0 SISTER MAUREEN MCINERNEY OP 1.00 1.00 X 0 0 0 JOHN BERNADICOU 1.00 1.00 X 0 0 0 LEX CORRALES 1.00 1.00 X 0 0 0 PHYLLIS BERGER 1.00 1.00 X 0 0 0 LOU MEYER 1.00 1.00 X 0 0 0 CATHERINE OTTE 40.00 X 129885 0 15365 MARCIA FITZGERALD 40.00 X 131910 0 40451 MARY PABINGUIT 40.00 X 102891 0 27610 ROSA SANDERS 40.00 X 128843 0 33168 ERIC SHOLTY 40.00 X 102645 0 28060 941834 0 217895 6 0 1 0 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 13 63483 181332 5759 244815 PATIENT SERVICES 623990 12396775 12396775 HOUSING/ASSISTED LIVING 623990 12076778 12076778 ANCILLARY REVENUE 900099 898913 898913 25372466 140969 140969 375374 3288 350289 3075 25085 213 25298 25298 22095 63483 23689 -1594 -1594 CAFETERIA/FOOD/MEALS 721000 136795 136795 NON-PATIENT ROOM RENTALS 721000 32677 32677 PARKING 812930 26154 26154 195626 25977580 25372466 0 360299 418902 418902 9147552 7531869 1559414 56269 152812 117985 33702 1125 2311332 1615249 674138 21945 914831 757923 152406 4502 394878 394878 155097 155097 62350 62350 46753 46753 2435907 2435007 900 55097 55097 2233232 2203625 29607 22468 22468 1049663 1049663 37631 37122 509 2666339 2666339 2290812 2290812 314474 314474 REPAIRS 690146 690146 BAD DEBT 143771 143771 DUES AND SUBSCRIPTIONS 102560 102560 LICENSES & TAXES 41345 40873 472 319727 310138 9589 26007679 22347999 3534762 124918 1023711 2164207 764446 756316 155430 187973 1711665 1684104 176268 264206 70656861 26437320 43790310 44219541 5088590 5348600 2196541 2038443 54906961 56663390 2816532 2292228 1020951 1022901 39740226 38515000 3047072 3028576 1751560 5149003 48376341 50007708 X 5720719 5824613 -18100 -16045 828001 847114 6530620 6655682 54906961 56663390 -30099 155161 0 X 0 1 X 1 0 X 184519 146739 132291 154707 244815 863071 21711151 22758529 24086379 25255067 25372466 119183592 21895670 22905268 24218670 25409774 25617281 120046663 0 0 0 120046663 268655 323389 256242 169981 140969 1159236 268655 323389 256242 169981 140969 1159236 213252 243227 241463 241588 217721 1157251 22377577 23471884 24716375 25821343 25975971 122363150 0.98110 0.97450 0.00950 0.01240 X SCHEDULE A, PART II, LINE 12, EXPLANATION OF OTHER INCOME: SPECIAL EVENTS CAFETERIA NON-PATIENT ROOM RENTAL PARKING RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4618271 4618271 57078911 21210450 35868461 5522136 3816244 1705892 3437543 1410626 2026917 44219541 INTERCOMPANY PAYABLE 5137560 CAPITAL LEASES 11443 5149003 CRAB FEED 85578 63483 22095 7386 16303 85578 63483 22095 7386 16303 23689 -1594 X X X 0 0 0 0 0 0 0 0 0 R SCOT SINCLAIR 215436 0 107724 0 0 0 4400 0 50595 0 378155 0 0 0 MARCIA FITZGERALD 124045 0 7865 0 0 0 1406 0 39045 0 172361 0 0 0 ROSA SANDERS 119011 0 0 0 9832 0 2404 0 30764 0 162011 0 0 0 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 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 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 1 1 0 0