ATHERTON BAPTIST HOMES: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- ATHERTON BAPTIST HOMES (EIN 95-1683861)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-10-25
- IRS object ID
- 201212999349301116
- Schema version
- 2011v1.2
- 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 | 2012-10-25T19:25:25-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 951720829 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARTIN WERBELOW LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 N LAKE AVE SUITE 930 | AddressLine1 |
| City | PASADENA | City |
| State | CA | State |
| ZIP Code | 911014106 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 951683861 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ATHERTON BAPTIST HOMES | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ATHE | NameControl |
| Phone | 6262894178 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 214 SO ATLANTIC BLVD | AddressLine1 |
| City | ALHAMBRA | City |
| State | CA | State |
| ZIP Code | 91801 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOCELYN PASCUAL | Name |
| Title | CFO | Title |
| Phone | 6262894178 | Phone |
| Date Signed | 2012-09-11 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ERICH RAIL | Name |
| PTIN | P00174228 | PTIN |
| Phone | 6265771440 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JOCELYN PASCUAL | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 214 SO ATLANTIC BLVD | AddressLine1 |
| City | ALHAMBRA | City |
| State | CA | State |
| ZIP Code | 91801 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 22536618 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.ABH.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1914 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | ATHERTON BAPTIST HOMES IS A CHRISTIAN RETIREMENT COMMUNITY, FOSTERED AND SUPPORTED BY THE AMERICAN BAPTIST CHURCHES, ITS ORIGINAL SPONSORING BODY, THE AMERICAN BAPTIST CHURCHES, ITS SUCCESSOR BODY (TRANSFORMATION MINISTRIES) AND OTHER FRIENDS, OFFERING A FULL RANGE OF LIVING OPTIONS AND SERVICES TO MINISTERS, MISSIONARIES, AND THEIR SPOUSES, AND TO THE LAY COMMUNITY. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 21 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 21 | NbrIndependentVotingMembers |
| Total Nbr Employees | 267 | TotalNbrEmployees |
| Total Nbr Volunteers | 190 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 664011 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 226896 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 12385663 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 13213686 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 816453 | InvestmentIncomePriorYear |
| Investment Income Current Year | 567965 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 342867 | OtherRevenuePriorYear |
| Other Revenue Current Year | 528187 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 14208994 | TotalRevenuePriorYear |
| Total Revenue Current Year | 14536734 | 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 | 7633148 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 8310681 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 192053 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 6403302 | OtherExpensePriorYear |
| Other Expenses Current Year | 8455362 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 14036450 | TotalExpensesPriorYear |
| Total Expenses Current Year | 16766043 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 172544 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -2229309 | RevenuesLessExpensesCY |
| Total Assets BOY | 61927706 | TotalAssetsBOY |
| Total Assets EOY | 65163177 | TotalAssetsEOY |
| Total Liabilities BOY | 53690622 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 59319267 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 8237084 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 5843910 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO PROVIDE A FULL RANGE OF LIVING OPTIONS AND SERVICES TO MINISTERS, MISSIONARIES, THEIR SPOUSES, AND THE LAY COMMUNITY. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 6459500 | Expense |
| Revenue | 6345183 | Revenue |
| Description | OPERATED A RESIDENTIAL CARE FACILITY CONSISTING OF 220 RESIDENTIAL LIVING UNITS, 32 ASSISTED LIVING UNITS, AND A 6-BED COMPANION CARE UNIT | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 7582891 | Expense |
| Revenue | 7396690 | Revenue |
| Description | OPERATED A 99-BED SKILLED NURSING FACILITY | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 14042391 | 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 | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 145 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 267 | 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 | 21 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 21 | 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 | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | 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 | 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 |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ATHERTON BAPTIST HOMES | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6262894178 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 214 SO ATLANTIC BLVD | AddressLine1 |
| City | ALHAMBRA | City |
| State | CA | State |
| ZIP Code | 91801 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (25 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| DR WILLIAM L EBLING | |||||||
| CHAIR | 0.00 | X | X | 0 | 0 | 0 | |
| DR LEE HAMBY | |||||||
| VICE CHAIR | 0.00 | X | X | 0 | 0 | 0 | |
| MRS PATTY FREY | |||||||
| SECRETARY | 0.00 | X | X | 0 | 0 | 0 | |
| MR DALE MONTGOMERY | |||||||
| TREASURER | 0.00 | X | X | 0 | 0 | 0 | |
| DR DENNIS MCFADDEN | |||||||
| PRESIDENT/CHIEF EXECUTIVE OFFICER | 40.00 | X | X | 133369 | 0 | 39185 | |
| MR RONALD BANES | |||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | ||
| REV AUGIE BAU | |||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | ||
| DR PHILIP CARLSON | |||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | ||
| MR FRANK CHRISTINE | |||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | ||
| MR WARREN COY | |||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | ||
| MR ANDREW DELANCEY | |||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | ||
| MR TOM GARDNER | |||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | ||
| REV JOHN HOPKINS | |||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | ||
| DR GLENN LAYNE | |||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | ||
| DR TAREK NASSIF | |||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | ||
| REV MARY POLITE | |||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | ||
| MR RON STEVENS | |||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | ||
| REV JAMES WALDEN | |||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | ||
| MR FREDERICK WENTZEL JR | |||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | ||
| MR WARREN WILLIAMS | |||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | ||
| DR SOPHIE WONG | |||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | ||
| MS JOCELYN PASCUAL | |||||||
| CHIEF FINANCIAL OFFICER | 40.00 | X | 99721 | 0 | 33337 | ||
| MR DALE TORRY | |||||||
| VICE PRESIDENT OPERATIONS | 40.00 | X | 104247 | 0 | 33517 | ||
| MS ANGELA PANIAGUA | |||||||
| DIRECTOR OF MARKETING | 40.00 | X | 108997 | 0 | 25962 | ||
| MS MARLYN COLLINS | |||||||
| LVN | 40.00 | 100707 | 0 | 12057 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 547041 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 144058 | TotalOtherCompensation |
| Number Individuals GT100 K | 5 | 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 |
|---|---|---|---|---|---|
| KENNETH R LEE | |||||
| PO BOX 6141 | FULLERTON | CA | 92834 | LANDSCAPE, IRRIGATION, PLANTING | 174743 |
| GREENBRIER DEVELOPMENT | |||||
| 3232 MCKINNEY AVE SUITE 1160 | DALLAS | TX | 75204 | MARKETING CONSULTANT | 127317 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
| All Other Contributions | 226896 | AllOtherContributions |
| Total Contributions | 226896 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| RESIDENTIAL CARE FACIL | 623990 | 5889116 | 5889116 |
| MEDICARE/MEDICAID PAYM | 900099 | 3989805 | 3989805 |
| SKILLED NURSING FEES | 623000 | 3334765 | 3334765 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 13213686 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 454745 | TotalRevenueColumn |
| Exclusion | $454,745 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 8110184 | Securities |
| Other | 2920 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 7990684 | Securities |
| Other | 9200 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 119500 | Securities |
| Other | -6280 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 113220 | TotalRevenueColumn |
| Exclusion | $113,220 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| CATERING REVENUE | 900099 | 270690 | 270690 |
| MISCELLANEOUS REVENUE | 900099 | 194722 | 194722 |
| GUEST HOUSE REVENUE | 900099 | 23972 | 23972 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 38803 | TotalRevenueColumn |
| Related Or Exempt Function Income | 38803 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 528187 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 14536734 | TotalRevenueColumn |
| Related Or Exempt Function Income | 13741873 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $567,965 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 578336 | Total |
| Program Services | 266764 | ProgramServices |
| Management And General | 291561 | ManagementAndGeneral |
| Fundraising | 20011 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5781139 | Total |
| Program Services | 4897184 | ProgramServices |
| Management And General | 788018 | ManagementAndGeneral |
| Fundraising | 95937 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 347999 | Total |
| Program Services | 272153 | ProgramServices |
| Management And General | 68944 | ManagementAndGeneral |
| Fundraising | 6902 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1142984 | Total |
| Program Services | 950826 | ProgramServices |
| Management And General | 171855 | ManagementAndGeneral |
| Fundraising | 20303 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 460223 | Total |
| Program Services | 382908 | ProgramServices |
| Management And General | 68680 | ManagementAndGeneral |
| Fundraising | 8635 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17324 | Total |
| Management And General | 17324 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 63755 | Total |
| Management And General | 63755 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 155895 | Total |
| Program Services | 1184 | ProgramServices |
| Management And General | 154711 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 524948 | Total |
| Program Services | 524948 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 58582 | Total |
| Program Services | 29579 | ProgramServices |
| Management And General | 28797 | ManagementAndGeneral |
| Fundraising | 206 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 54045 | Total |
| Program Services | 2156 | ProgramServices |
| Management And General | 47213 | ManagementAndGeneral |
| Fundraising | 4676 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1144734 | Total |
| Program Services | 1144734 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2227825 | Total |
| Program Services | 2157426 | ProgramServices |
| Management And General | 70399 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 256010 | Total |
| Program Services | 244300 | ProgramServices |
| Management And General | 11710 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| FOOD & FOOD MANAGMENT | 1019698 | 990230 | 27669 | 1799 |
| PURCHASED SERVICES | 847875 | 513951 | 332972 | 952 |
| ANCILLARY SERVICES | 420091 | 420091 | ||
| SUPPLIES | 376150 | 338816 | 34804 | 2530 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1288430 | Total |
| Program Services | 905141 | ProgramServices |
| Management And General | 353187 | ManagementAndGeneral |
| Fundraising | 30102 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16766043 | Total |
| Program Services | 14042391 | ProgramServices |
| Management And General | 2531599 | ManagementAndGeneral |
| Fundraising | 192053 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36154 | BOY |
| EOY | 27680 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 863612 | BOY |
| EOY | 1894834 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 50000 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 618012 | BOY |
| EOY | 552641 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26547 | BOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 61779 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9053 | BOY |
| EOY | 12007 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 387981 | BOY |
| EOY | 487651 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 67837277 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 23606259 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15298220 | BOY |
| EOY | 44231018 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27253291 | BOY |
| EOY | 14764718 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17434836 | BOY |
| EOY | 3080849 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 61927706 | BOY |
| EOY | 65163177 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 788461 | BOY |
| EOY | 1740382 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7238546 | BOY |
| EOY | 16257920 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 42612186 | BOY |
| EOY | 37696816 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1000 | BOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3050429 | BOY |
| EOY | 3624149 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 53690622 | BOY |
| EOY | 59319267 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8122838 | BOY |
| EOY | 5585810 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 114246 | BOY |
| EOY | 258100 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8237084 | BOY |
| EOY | 5843910 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 61927706 | BOY |
| EOY | 65163177 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -2229309 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -163865 | 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 |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 481527 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1214881 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 395241 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 500108 | CurrentTaxYearMinus1Year |
| Current Tax Year | 226896 | CurrentTaxYear |
| Total | 2818653 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 481527 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1214881 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 395241 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 500108 | CurrentTaxYearMinus1Year |
| Current Tax Year | 226896 | CurrentTaxYear |
| Total | 2818653 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 368459 | AmountsSubstContributorsTotal |
| Public Support Total170 | 2450194 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1050288 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1535054 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 679735 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 929711 | CurrentTaxYearMinus1Year |
| Current Tax Year | 454745 | CurrentTaxYear |
| Total | 4649533 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 7468186 | TotalSupport |
| Gross Receipts From Admissions Etc | 63452674 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.32810 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.33560 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests PY170 | X | ThirtyThreePercntTestsPY170 |
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 | 3350093 | OtherCostOrOtherBasis |
| Book Value | 3350093 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 55594744 | OtherCostOrOtherBasis |
| Depreciation | 18848699 | Depreciation |
| Book Value | 36746045 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 8892440 | OtherCostOrOtherBasis |
| Depreciation | 4757560 | Depreciation |
| Book Value | 4134880 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 44231018 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (5 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| RESIDENT TRUST FUNDS PAYABLE | $211,846 |
| GIFT ANNUITIES PAYABLE | $1,429,369 |
| LIABILITIES CRT & POOLED INC FUNDS | $87,476 |
| DEPOSITS ON ENTRANCE FEES | $411,987 |
| PENSION LIABILITY | $1,483,471 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 3624149 | TotalOfAmounts |
| Total Revenue | 14536734 | TotalRevenue |
| Total Expenses | 16766043 | TotalExpenses |
| Excess Or Deficit For Year | -2229309 | ExcessOrDeficitForYear |
| Other | -$163,865 | OtherAmount |
| Total Adjustments | -163865 | TotalAdjustments |
| Excess Or Deficit Per FS | -2393174 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 14379149 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -69338 | NetUnrealizedGainsInvestments |
| Other Revenues | -94527 | OtherRevenues |
| Revenue Not Rptd F990 | -163865 | RevenueNotRptdF990 |
| Revenue Subtotal | 14543014 | RevenueSubtotal |
| Other Revenues Not Included | -6280 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -6280 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 14536734 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 16772323 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 6280 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 6280 | ExpensesNotRptdF990 |
| Expenses Subtotal | 16766043 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 16766043 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | ATHERTON CONSIDERS MANY FACTORS WHEN EVALUATING AND ESTIMATING ITS TAX POSITIONS AND TAX BENEFITS, WHICH MAY REQUIRE PERIODIC ADJUSTMENTS AND WHICH MAY NOT ACCURATELY ANTICIPATE ACTUAL OUTCOMES. ATHERTON EVALUATES ITS UNCERTAIN TAX POSITIONS USING THE PROVISIONS WITH ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA ("GAAP"). THESE STANDARDS REQUIRE MANAGEMENT TO PERFORM AN EVALUATION OF ALL TAX POSITIONS TAKEN, OR EXPECTED TO BE TAKEN IN THE COURSE OF PREPARING THE ATHERTON'S TAX RETURNS. MANAGEMENT BELIEVES THE TAX POSITIONS TAKEN MORE LIKELY THAN NOT WILL BE SUSTAINED UNDER EXAMINATION BY THE APPLICABLE TAX AUTHORITIES. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | NET UNREALIZED LOSS ON INVESTMENTS - UNRESTRICTED -63,193. NET UNREALIZED LOSS ON INVESTMENTS - TEMPORARILY RESTRICTED -6,145. CHANGE IN MINIMUM PENSION LIABILITY -91,105. CHANGE IN VALUE ASSOCIATED WITH OBLIGATIONS UNDER CRTS & POOLED INC FUNDS -3,422. TOTAL TO SCHEDULE D, PART XI, LINE 8: -163,865. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN MINIMUM PENSION LIABILITY -91,105. CHANGE IN VALUE CHARITABLE REMAINDER TRUST -3,422. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | LOSS ON DISPOSAL OF PROPERTY & EQUIPMENT -6,280. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | LOSS ON DISPOSAL OF PROPERTY & EQUIPMENT 6,280. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | DR DENNIS MCFADDEN | NamePerson |
| Base Compensation Filing Org | 129369 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 4000 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 39185 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 0 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 172554 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 1A | ReturnReference |
| Explanation | COMPENSATION TO DENNIS MCFADDEN- CEO, INCLUDED $48,000 FOR HOUSING ALLOWANCE. COMPENSATION TO DALE TORRY- DIR. OF ORG. DEV., INCLUDED $55,000 FOR HOUSING ALLOWANCE. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (3 entries)
| Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|
| CITY OF ALHAMBRA CALIFORNIA | |||||||
| 956000665 | 106049AB4 | 2010-01-01 | 10685000 | DEVELOPMENT OF COURTYARD PROJECT | 0 | 0 | 0 |
| CITY OF ALHAMBRA CALIFORNIA | |||||||
| 956000665 | 016049AC2 | 2010-01-01 | 18615000 | DEVELOPMENT OF COURTYARD PROJECT | 0 | 0 | 0 |
| CITY OF ALHAMBRA CALIFORNIA | |||||||
| 956000665 | 016049AD0 | 2010-01-01 | 14640000 | DEVELOPMENT OF COURTYARD PROJECT | 0 | 0 | 0 |
Form990 Schedule K Part II Form990ScheduleKPartII (3 entries)
| Total ProceedsTotalProceeds | Amount In Reserve FundAmountInReserveFund | Capitalized InterestCapitalizedInterest | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Capital ExpendituresCapitalExpenditures | Other Spent ProceedsOtherSpentProceeds | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind | Amount RetiredAmountRetired |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 10685000 | 932620 | 1012124 | 237773 | 6261067 | 2316297 | 2011 | 0 | 0 | 1 | 0 | |
| 18615000 | 1624774 | 1763284 | 414239 | 10907792 | 4035365 | 2011 | 0 | 0 | 1 | 0 | |
| 14640000 | 969000 | 1386757 | 325784 | 8578570 | 3173663 | 2011 | 0 | 0 | 1 | 0 | 5000000 |
Form990 Schedule K Part III Form990ScheduleKPartIII (3 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|
| 0 | 0 | 0 | 0 | 0 |
| 0 | 0 | 0 | 0 | 0 |
| 0 | 0 | 0 | 0 | 0 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (3 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate |
|---|---|---|---|---|---|
| 0 | 0 | 0 | 0 | 0 | 0 |
| 0 | 0 | 0 | 0 | 0 | 0 |
| 0 | 0 | 0 | 0 | 0 | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | 990 IS PREPARED BY THE ORGANIZATION'S OUTSIDE CPA AND THEN SENT TO CFO AND AUDIT COMMITTEE FOR REVIEW. ONCE APPROVED, THE 990 IS THEN SIGNED BY CFO AND FILED ELECTRONICALLY. | |
| FORM 990, PART VI, SECTION B, LINE 12C | IN 2009 THE ORGANIZATION FORMALLY ADOPTED A CONFLICT OF INTEREST POLICY AS PROPOSED BY OUR EXTERNAL AUDITORS. THE PRESIDENT/CEO HAVE SECURED THE SIGNATURES OF THE BOARD MEMBERS AND SENIOR MANAGEMENT. HERETOFORE, THERE HAVE BEEN NO INSTANCES OF ACTUAL CONFLICT OF INTEREST WITH BOARD MEMBERS SINCE NONE OF THEM DO BUSINESS WITH ATHERTON. | |
| FORM 990, PART VI, SECTION B, LINE 15 | ATHERTON AIMS AT THE MIDPOINT OF COMPENSATION AS REPORTED BY THE ANNUAL AGING SERVICES TRADE PUBLICATION SALARY SURVEY FOR CALIFORNIA. IF INCREASES ARE CONTEMPLATED FOR THE CEO AND/OR CFO FOR NEXT YEAR, THE AUDIT COMMITTEE WILL PERFORM THE REVIEW AS SPECIFIED. | |
| FORM 990, PART VI, SECTION C, LINE 18 | THE ORGANIZATION MAKES ITS 990 AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSS ON INVESTMENTS - UNRESTRICTED -63,193. NET UNREALIZED LOSS ON INVESTMENTS - TEMPORARILY RESTRICTED -6,145. CHANGE IN MINIMUM PENSION LIABILITY -91,105. CHANGE IN VALUE ASSOCIATED WITH OBLIGATIONS UNDER CRTS & POOLED INC FUNDS -3,422. TOTAL TO FORM 990, PART XI, LINE 5: -163,865. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990 PART XI, LINE 2C | PURSUANT TO SB 1262, THE "CALIFORNIA NON-PROFIT INTERGRITY ACT", THE ORGANIZATION HAS AN AUDIT COMMITTEE THAT ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT AUDITOR. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ATHERTON BAPTIST ELDER MINISTRIES | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 214 S ATLANTIC BLVD | AddressLine1 |
| City | ALHAMBRA | City |
| State | CA | State |
| ZIP Code | 91801 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | HOLDING COMPANY | PrimaryActivities |
| Legal Domicile State | CA | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | LINE 7 | PublicCharityStatus |
| Controlled Org | 0 | ControlledOrg |
Form990 Schedule R Part IV Form990ScheduleRPartIV (3 entries)
| Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity |
|---|---|---|---|
| GIFT ANNUITIES (29) | |||
| PROVIDE SUPPORT | CA | ATHERTON BAPTIST HOMES | T |
| CHARITABLE REMAINDER TRUSTS (6) | |||
| PROVIDE SUPPORT | CA | ATHERTON BAPTIST HOMES | T |
| POOLED INCOME FUNDS (6) | |||
| PROVIDE SUPPORT | CA | ATHERTON BAPTIST HOMES | T |
| 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 |
| 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 | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
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