COMMUNITY HOUSING INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- COMMUNITY HOUSING INC (EIN 94-2264235)
- Tax period
- 2012-04-01 to 2013-03-31
- Filed
- 2013-08-15
- IRS object ID
- 201342279349302084
- 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 | 2013-08-15T11:30:18-05:00 | Timestamp |
| Tax Period End Date | 2013-03-31 | 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 | 101 SECOND STREET 9TH FLOOR | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94105 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-04-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 942264235 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMUNITY HOUSING INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | COMM | NameControl |
| Phone | 6503283300 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 437 WEBSTER STREET | AddressLine1 |
| City | PALO ALTO | City |
| State | CA | State |
| ZIP Code | 94301 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KEVIN GERBER | Name |
| Title | CEO/PRESIDENT | Title |
| Phone | 6503283300 | Phone |
| Date Signed | 2013-08-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RENIE BURBANK | Name |
| PTIN | P00159653 | PTIN |
| Phone | 4159561500 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | KEVIN GERBER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 437 WEBSTER STREET | AddressLine1 |
| City | PALO ALTO | City |
| State | CA | State |
| ZIP Code | 94301 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 5407691 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.LYTTONGARDENS.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1970 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | PROVIDE SENIOR COMMUNITIES WITH QUALITY HOUSING, ASSISTED LIVING, SOCIAL & HEALTH CARE SERVICES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 7 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 7 | NbrIndependentVotingMembers |
| Total Nbr Employees | 62 | TotalNbrEmployees |
| Total Nbr Volunteers | 40 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 3020058 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 3103253 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 2077916 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 2123597 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 37675 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1281 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 220250 | OtherRevenuePriorYear |
| Other Revenue Current Year | 147654 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 5355899 | TotalRevenuePriorYear |
| Total Revenue Current Year | 5375785 | 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 | 1697013 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1527502 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2672869 | OtherExpensePriorYear |
| Other Expenses Current Year | 2923409 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 4369882 | TotalExpensesPriorYear |
| Total Expenses Current Year | 4450911 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 986017 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 924874 | RevenuesLessExpensesCY |
| Total Assets BOY | 11583597 | TotalAssetsBOY |
| Total Assets EOY | 12391541 | TotalAssetsEOY |
| Total Liabilities BOY | 3073503 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 2968138 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 8510094 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 9423403 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO PROVIDE QUALITY SENIOR COMMUNITIES, ENCOMPASSING HOUSING, ASSISTED LIVING, AND SOCIAL AND HEALTH CARE SERVICES. TO ENABLE SENIORS WITH DIFFERENT NEEDS AND ABILITIES TO AGE WITH DIGNITY, REGARDLESS OF THEIR MEANS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 2902481 | Expense |
| Revenue | 1486368 | Revenue |
| Description | COMMUNITY HOUSING, INC. (CHI) WAS INCORPORATED IN 1970 TO PROVIDE HOUSING AND PERSONAL CARE PROGRAMS FOR THE ELDERLY. IN 1975, CHI OPENED A 220-UNIT APARTMENT COMPLEX, LYTTON GARDENS I - ARBOR APARTMENTS IN PALO ALTO, CALIFORNIA. IN 1979, CHI OPENED ANOTHER 100-UNIT APARTMENT COMPLEX, CONSISTING OF 50 RESIDENTIAL CARE UNITS AND 50 INDEPENDENT LIVING UNITS, LYTTON GARDENS II - THE COMMONS IN PALO ALTO, CALIFORNIA. THESE PROJECTS ARE REGULATED BY THE UNITED STATES DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT (HUD) AS TO RENT CHARGES, OPERATING METHODS AND OTHER MATTERS. GENERAL OPERATION - TO PROVIDE AFFORDABLE HOUSING TO LOW INCOME SENIORS TO ENABLE THEM TO REMAIN IN THEIR COMMUNITY AS THEY GROW OLDER. THERE ARE TOTAL OF 320 UNITS. TOTAL OF 558 PEOPLE WERE SERVED DURING THE YEAR. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1177998 | Expense |
| Revenue | 784883 | Revenue |
| Description | FOOD & NURSING SERVICE - FOOD SERVICE FOR LYTTON GARDENS I & II RESIDENTS AND NURSING CARE FOR RESIDENTS IN LYTTON GARDENS II. TOTAL OF 75 PEOPLE WERE SERVED. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 4080479 | 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 | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | 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 | 0 | 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 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 62 | 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 | 7 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 7 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 1 | 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 | 1 | LocalChapters |
| Policies Reference Chapters | 1 | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | 0 | 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 |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JON CASEY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 9259567400 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2185 N CALIFORNIA BLVD STE 575 | AddressLine1 |
| City | WALNUT CREEK | City |
| State | CA | State |
| ZIP Code | 94596 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (14 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|---|
| CASE GORDON | |||||||
| DIRECTOR | 1.00 | 7.00 | X | 0 | 0 | 0 | |
| KENRICK ALFRED | |||||||
| CHAIRMAN, DIRECTOR | 1.00 | 7.00 | X | 0 | 0 | 0 | X |
| LANE STEVEN | |||||||
| DIRECTOR | 1.00 | 6.00 | X | 0 | 0 | 0 | |
| LIPPERT LEE | |||||||
| DIRECTOR | 1.00 | 6.00 | X | 0 | 0 | 0 | |
| RAMAR SUANNE | |||||||
| VICE CHAIRMAN | 2.00 | 5.00 | X | 0 | 0 | 0 | X |
| RICE BAXTER | |||||||
| BOARD SECRETARY | 2.00 | 11.00 | X | 0 | 0 | 0 | X |
| SAUSE HELEN | |||||||
| DIRECTOR | 1.00 | 12.00 | X | 0 | 0 | 0 | |
| CASEY JONATHAN | |||||||
| TREASURER, CFO AFFORDABLE HOUSING | 6.90 | 33.10 | X | 26839 | 128075 | 17366 | X |
| CAMPBELL DEE ANN | |||||||
| SR. VP ORGANIZATIONAL ADVANCEMENT | 0.50 | 39.50 | 5940 | 469211 | 98068 | X | |
| GERBER KEVIN | |||||||
| PRESIDENT, CEO | 0.70 | 39.30 | 11311 | 600108 | 128823 | X | |
| JAMISON DIANA | |||||||
| CORPORATE CFO | 0.90 | 39.10 | 5814 | 252554 | 69260 | X | |
| KENNEDY MARILYN C | |||||||
| VICE PRESIDENT | 1.80 | 38.20 | 20209 | 441706 | 110845 | X | |
| TOBIN WILLIAM C | |||||||
| GENERAL COUNSEL, CHIEF RISK OFFICER | 1.10 | 38.90 | 9543 | 329764 | 97047 | X | |
| YEAROUT MARGERY P | |||||||
| VP AFFORDABLE HOUSING | 6.90 | 33.10 | 28754 | 137216 | 18116 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 108410 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 2358634 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 539525 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| KUEHNE | |||||
| 933 KIFER ROAD SUITE A | SUNNYVALE | CA | 940865208 | CONSTRUCTION | 654982 |
| MORRISON MANAGEMENT SPECIALISTS | |||||
| PO BOX 102289 | ATLANTA | GA | 303682289 | FOOD SERVICE | 333922 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
| Government Grants | 3098403 | GovernmentGrants |
| All Other Contributions | 4850 | AllOtherContributions |
| Total Contributions | 3103253 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| RENTAL INCOME | 531110 | 1240671 | 1240671 |
| FOOD SERVICE | 722210 | 784883 | 784883 |
| CABLE TV & OTHER FEES | 900099 | 88470 | 88470 |
| LAUNDRY AND VENDING | 812300 | 9573 | 9573 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 2123597 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 33187 | TotalRevenueColumn |
| Exclusion | $33,187 | ExclusionAmount |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 31906 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -31906 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -31906 | TotalRevenueColumn |
| Exclusion | -$31,906 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INTEREST REDUCTION | Description |
| Business Code | 531390 | BusinessCode |
| Total Revenue Column | 147654 | TotalRevenueColumn |
| Related Or Exempt Function Income | 147654 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 147654 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5375785 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2271251 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,281 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 122898 | Total |
| Program Services | 56005 | ProgramServices |
| Management And General | 66893 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1303576 | Total |
| Program Services | 1301898 | ProgramServices |
| Management And General | 1678 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 341 | Total |
| Management And General | 341 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7022 | Total |
| Program Services | 6885 | ProgramServices |
| Management And General | 137 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 93665 | Total |
| Program Services | 93665 | ProgramServices |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6209 | Total |
| Program Services | 6209 | ProgramServices |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 163827 | Total |
| Management And General | 163827 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 228525 | Total |
| Program Services | 228525 | ProgramServices |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3779 | Total |
| Program Services | 3779 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 453443 | Total |
| Program Services | 376033 | ProgramServices |
| Management And General | 77410 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 69612 | Total |
| Program Services | 9466 | ProgramServices |
| Management And General | 60146 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 622751 | Total |
| Program Services | 622751 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3073 | Total |
| Program Services | 3073 | ProgramServices |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 94315 | Total |
| Program Services | 94315 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 769970 | Total |
| Program Services | 769970 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 234945 | Total |
| Program Services | 234945 | ProgramServices |
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FOOD SUPPLIES | Description |
| Total | 272960 | Total |
| Program Services | 272960 | ProgramServices |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4450911 | Total |
| Program Services | 4080479 | ProgramServices |
| Management And General | 370432 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 71118 | BOY |
| EOY | 626254 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 129216 | BOY |
| EOY | 649022 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22670 | BOY |
| EOY | 44583 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 61442 | BOY |
| EOY | 88713 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 15621676 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 8603521 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7180230 | BOY |
| EOY | 7018155 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1539392 | BOY |
| EOY | 1038867 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2579529 | BOY |
| EOY | 2925947 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11583597 | BOY |
| EOY | 12391541 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 318468 | BOY |
| EOY | 103244 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2641188 | BOY |
| EOY | 2182195 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 113847 | BOY |
| EOY | 682699 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3073503 | BOY |
| EOY | 2968138 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4375804 | BOY |
| EOY | 5004676 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4134290 | BOY |
| EOY | 4418727 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8510094 | BOY |
| EOY | 9423403 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11583597 | BOY |
| EOY | 12391541 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 924874 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | -11565 | 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 Both | X | FinancialStatementBoth |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
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 | 2887319 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3020820 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3226727 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3020058 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3103253 | CurrentTaxYear |
| Total | 15258177 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2127891 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2163082 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2182194 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2077916 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2123597 | CurrentTaxYear |
| Total | 10674680 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5015210 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5183902 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5408921 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5097974 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5226850 | CurrentTaxYear |
| Total | 25932857 | 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 | 25932857 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 17503 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 7337 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4118 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 38349 | CurrentTaxYearMinus1Year |
| Current Tax Year | 33187 | CurrentTaxYear |
| Total | 100494 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 17503 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 7337 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4118 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 38349 | CurrentTaxYearMinus1Year |
| Current Tax Year | 33187 | CurrentTaxYear |
| Total | 100494 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | 220250 | CurrentTaxYearMinus1Year |
| Current Tax Year | 147654 | CurrentTaxYear |
| Total | 367904 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5032713 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5191239 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5413039 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5356573 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5407691 | CurrentTaxYear |
| Total | 26401255 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.98230 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.98660 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00380 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.00490 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
| General Explanation | SCHEDULE A, PART II, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2011 AMOUNT: $ 220,250. 2012 AMOUNT: $ 147,654. | 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 | 1029070 | OtherCostOrOtherBasis |
| Book Value | 1029070 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 14074306 | OtherCostOrOtherBasis |
| Depreciation | 8316965 | Depreciation |
| Book Value | 5757341 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 125425 | OtherCostOrOtherBasis |
| Depreciation | 84199 | Depreciation |
| Book Value | 41226 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 392875 | OtherCostOrOtherBasis |
| Depreciation | 202357 | Depreciation |
| Book Value | 190518 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 7018155 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (4 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| REPLACEMENT RESERVES | 2757291 |
| INSURANCE AND TAX IMPOUNDS | 78444 |
| RESIDUAL RECEIPTS | 7950 |
| DUE FROM AFFILIATES | 82262 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 2925947 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| TENANT SECURITY DEPOSITS | $112,847 |
| DUE TO AFFILIATES | $569,852 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 682699 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 5396126 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -11565 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | -11565 | RevenueNotRptdF990 |
| Revenue Subtotal | 5407691 | RevenueSubtotal |
| Other Revenues Not Included | -31906 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -31906 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 5375785 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 4482817 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 31906 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 31906 | ExpensesNotRptdF990 |
| Expenses Subtotal | 4450911 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 4450911 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X, LINE 2: | THE ORGANIZATION ADOPTED THE PROVISIONS OF THE FINANCIAL ACCOUNTING STANDARDS BOARD ("FASB") ACCOUNTING STANDARDS CODIFICATION ("ASC") TOP 740-10, INCOME TAXES, RELATING TO ACCOUNTING FOR UNCERTAIN TAX POSITIONS ON APRIL 1, 2009, WHICH HAD NO FINANCIAL STATEMENT IMPACT TO THE ORGANIZATION. THE ORGANIZATION RECOGNIZES THE TAX BENEFIT FROM UNCERTAIN TAX POSITIONS ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITIONS WILL BE SUSTAINED ON EXAMINATION BY THE TAX AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFIT IS MEASURED BASED ON THE LARGEST BENEFIT IT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE ORGANIZATION RECOGNIZES INTEREST AND PENALTIES RELATED TO INCOME TAX MATTERS IN OPERATING EXPENSES. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | RECLASS OF LOSS ON DISPOSAL OF ASSET -31,906. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RECLASS OF LOSS ON DISPOSAL OF ASSET 31,906. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Compensation Survey | X | CompensationSurvey |
| Severance Payment | 1 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | 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 | 1 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (7 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CASEY JONATHAN | ||||||||||||||
| TREASURER, CFO AFFORDABLE HOUSING | 26839 | 128075 | 0 | 0 | 0 | 0 | 2550 | 12167 | 459 | 2190 | 29848 | 142432 | 0 | 0 |
| CAMPBELL DEE ANN | ||||||||||||||
| SR. VP ORGANIZATIONAL ADVANCEMENT | 2459 | 194272 | 713 | 56288 | 2768 | 218651 | 909 | 71802 | 317 | 25040 | 7166 | 566053 | 2768 | 218651 |
| GERBER KEVIN | ||||||||||||||
| PRESIDENT, CEO | 6281 | 333243 | 1415 | 75085 | 3615 | 191780 | 1917 | 101687 | 467 | 24752 | 13695 | 726547 | 3615 | 191780 |
| JAMISON DIANA | ||||||||||||||
| CORPORATE CFO | 4801 | 208566 | 1013 | 43988 | 0 | 0 | 1190 | 51691 | 369 | 16010 | 7373 | 320255 | 0 | 0 |
| KENNEDY MARILYN C | ||||||||||||||
| VICE PRESIDENT | 11398 | 249133 | 3347 | 73153 | 5464 | 119420 | 3551 | 77616 | 1298 | 28380 | 25058 | 547702 | 5464 | 119420 |
| TOBIN WILLIAM C | ||||||||||||||
| GENERAL COUNSEL, CHIEF RISK OFFICER | 7391 | 255416 | 2152 | 74348 | 0 | 0 | 1932 | 66767 | 797 | 27551 | 12272 | 424082 | 0 | 0 |
| YEAROUT MARGERY P | ||||||||||||||
| VP AFFORDABLE HOUSING | 20958 | 100012 | 0 | 0 | 7796 | 37204 | 2732 | 13035 | 407 | 1942 | 31893 | 152193 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART I, LINES 4A-B | PART I, LINE 4A: SEVERANCE PAYMENT WAS PAID TO MARGERY YEAROUT IN THE AMOUNT OF $45,000. THE AMOUNT WAS INCLUDED IN HER FORM W-2. WE HAVE A 457F PLAN FOR THE FOLLOWING INDIVIDUALS. THE PARTICIPANTS OF THE PLAN SHALL BE THOSE EMPLOYEES WHO ARE ADMINISTRATORS AND OFFICERS OF COMMUNITY HOUSING, INC. AND ITS AFFILIATES. ADMINISTRATORS ARE THE EXECUTIVE DIRECTORS OF THE COMMUNITIES. FROM TIME TO TIME THE BOARD MAY DESIGNATE ADDITIONAL OFFICERS AND ADMINISTRATORS. KEVIN GERBER MARILYN KENNEDY DIANA JAMISON WILLIAM TOBIN DEE ANN CAMPBELL MARGERY YEAROUT | |
| PART I, LINE 6 | EPISCOPAL SENIOR COMMUNITIES (ESC) MAINTAINS AN INCENTIVE COMPENSATION PROGRAM FOR SENIOR EXECUTIVES WHICH IS BASED UPON THE FOLLOWING FACTORS, IN DECREASING ORDER OF IMPORTANCE: 1.) WHETHER ESC IS MEETING ITS QUALITY BENCHMARKS IN DELIVERING SERVICES TO ITS RESIDENTS. THIS FACTOR IS DETERMINED BY THE QUALITY FIRST COMMITTEE OF THE BOARD OF DIRECTORS AND, AMONG OTHER INTERIM MEASURES, IS EVALUATED BASED UPON RESIDENT AND EMPLOYEE SATISFACTION SURVEYS CONDUCTED EVERY TWO YEARS. REGARDLESS OF ANY OF THE REMAINING FACTORS, NO INCENTIVES ARE PAID IF THE QUALITY MEASURE IS NOT MET. 2.) WHETHER THE ELIGIBLE EXECUTIVE HAS MET THEIR INDIVIDUAL GOALS WHICH ARE SET PRIOR TO THE BEGINNING OF EACH FISCAL YEAR. INDIVIDUAL GOALS MAY BE BASED ON COMPANY-WIDE OR INDIVIDUAL OBJECTIVES AS DETERMINED BY THE BOARD, CEO OR COO. 3.) THE AMOUNT BY WHICH THE ACTUAL NET OPERATING INCOME EXCEEDS THE BUDGETED NET OPERATING INCOME. INCENTIVE PAYMENTS, IF ANY, ARE BASED ON A SLIDING SCALE FROM 5-30% OF THE PARTICIPANT'S BASE COMPENSATION DEPENDING UPON THE AMOUNT OF THE EXCESS. | |
| PART III | SCHEDULE J, PART I: ALL OF THE EMPLOYEES LISTED ON FORM 990 PART VII SECTION A--OFFICERS, DIRECTORS, TRUSTEES, KEY EMPLOYEES AND HIGHEST COMPENSATED EMPLOYEES--ARE EMPLOYED AND COMPENSATED BY EPISCOPAL SENIOR COMMUNITIES (ESC). ESC REPORTS 100% OF THE INDIVIDUAL'S COMPENSATION ON W-2'S ISSUED BY ESC. HOWEVER, SOME OF THESE EMPLOYEES ARE ASSIGNED DUTIES FOR OTHER RELATED ORGANIZATIONS (SEE SCHEDULE R FOR ADDITIONAL INFORMATION REGARDING THE RELATED ORGANIZATIONS). AS A RESULT OF THESE ASSIGNMENTS, WAGE AND BENEFIT COSTS ARE ALLOCATED TO RELATED ORGANIZATIONS. THE WAGE AND BENEFIT COSTS ALLOCATED TO EACH ORGANIZATION ARE REPORTED FOR EACH INDIVIDUAL AS BEING COMPENSATED DIRECTLY FROM THAT ORGANIZATION AND THE BALANCE OF COMPENSATION IS REPORTED AS COMPENSATION FROM RELATED ORGANIZATIONS. | SUPPLEMENTAL INFORMATION |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | THE ORGANIZATION TOGETHER WITH ITS AFFILIATED ORGANIZATIONS ENTERED INTO A MEMO OF UNDERSTANDING WITH EPISCOPAL SENIOR COMMUNITIES (ESC), APRIL 1, 2008 WHEREAS ESC ASSIGNED LYTTON GARDENS SENIOR COMMUNITIES TO PROVIDE CERTAIN ADMINISTRATIVE, ACCOUNTING, FUNDRAISING AND OTHER GENERAL MANAGEMENT SERVICES AND EMPLOYMENT OF PERSONNEL ON A SHARED BASIS. | |
| FORM 990, PART VI, SECTION A, LINE 6 | LYTTON GARDEN SENIOR COMMUNITIES, A CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION IS THE SOLE MEMBER OF COMMUNITY HOUSING, INC. | |
| FORM 990, PART VI, SECTION A, LINE 7A | THE 8 MEMBER BOARD OF COMMUNITY HOUSING, INC (CHI) IS IDENTICAL TO THE BOARD OF LYTTON GARDENS SENIOR COMMUNITIES WHICH IS THE SOLE MEMBER OF COMMUNITY HOUSING, INC. | |
| FORM 990, PART VI, SECTION A, LINE 7B | LYTTON GARDENS SENIOR COMMUNITIES SHARES BOARD MEMBERS WITH ALL OTHER RELATED LYTTON ENTITIES. DECISIONS ARE SHARED AND REQUIRE MAJORITY VOTE ACROSS ALL BOARD MEMBERS. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE CFO, MANAGEMENT PERSONNEL, AND THE FINANCE COMMITTEE OF COMMUNITY HOUSING, INC. REVIEW THE 990 INFORMATION RETURN BEFORE FILING WITH THE INTERNAL REVENUE SERVICE. | |
| FORM 990, PART VI, SECTION B, LINE 12C | BOARD MEMBERS ARE ASKED ON AN ANNUAL BASIS IF THERE ARE ANY ACTIVITIES AND/OR AFFILIATIONS THAT WOULD POSE A CONFLICT WITH THEIR ABILITY TO SERVE ON THE BOARD OR ITEMS THAT THEY WILL NEED TO RECUSE THEMSELVES FROM VOTING. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE 3 SENIOR MANAGEMENT EMPLOYEES LISTED IN PART VII ARE EMPLOYEES OF EPISCOPAL SENIOR COMMUNITIES (ESC), A RELATED ORGANIZATION. THEY ARE PAID AND ISSUED W-2S BY ESC; HOWEVER, THEIR COMPENSATION IS ALLOCATED TO VARIOUS RELATED ORGANIZATIONS INCLUDING COMMUNITY HOUSING, INC. BASED ON WHERE THEIR WORK IS PERFORMED. ESC USES AN INDEPENDENT CONSULTANT WHO ANALYZES AND REPORTS ON REASONABILITY OF COMPENSATION EVERY TWO YEARS. THE CONSULTANT IS INDEPENDENT OF MANAGEMENT AND REPORTS DIRECTLY TO THE CHAIRMAN OF THE BOARD. THE CONSULTANT REVIEWS AND PROVIDES A REPORT ON ANY ISSUES WITH THE COMPENSATION THE CEO AND/OR THE CFO RECEIVE INCLUDING ANY ISSUES AROUND EXCESS COMPENSATION. ADDITIONALLY, ALL KEY EXECUTIVES COMPENSATION ARE REVIEWED BY THE CONSULTANT. THIS REVIEW INCLUDES TOTAL CASH COMPENSATION AND BENEFITS INCLUDING RETIREMENT PLANS. EVERY YEAR, THE VICE PRESIDENT OF HUMAN RESOURCE REVIEWS THE COMPENSATION FOR ALL MANAGEMENT AGAINST MARKET ANALYSIS GUIDELINES AND RECOMMENDS CHANGES. THIS REVIEW ALSO INCLUDES A TEST OF BENEFITS AGAINST SIMILAR COMPANIES. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. | |
| FORM 990, PART XII, LINE 2C | THERE HAVE BEEN NO CHANGES TO THIS PROCESS FROM PRIOR YEAR. | AUDIT COMMITTEE AND OVERSIGHT |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg | Direct Controlling Entity NADirectControllingEntityNA |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LYTTON IV HOUSING CORPORATION | |||||||||||
| 437 WEBSTER STREET | PALO ALTO | CA | 94301 | 770324027 | AFFORDABLE SENIOR HOUSING | CA | 501(C)(3) | 9 | LYTTON GARDENS SENIOR COMMUNITIES | 0 | |
| LYTTON GARDENS INC | |||||||||||
| 437 WEBSTER STREET | PALO ALTO | CA | 94301 | 942670036 | SKILLED NURSING FACILITY | CA | 501(C)(3) | 3 | JTM COMMUNITIES | 0 | |
| LYTTON GARDENS SENIOR COMMUNITIES | |||||||||||
| 437 WEBSTER STREET | PALO ALTO | CA | 94301 | 943382412 | MANAGEMENT AND FUNDRAISING SUPPORT | CA | 501(C)(3) | 11-II | JTM COMMUNITIES | 0 | |
| JTM COMMUNITIES | |||||||||||
| 2185 N CALIFORNIA BLVD STE 575 | WALNUT CREEK | CA | 94596 | 941591805 | PARENT ORGANIZATION | CA | 501(C)(3) | 11-III-FI | 0 | N/A | |
| 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 | 0 | 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 | 1 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Comments