KIRKWOOD ASSISTED LIVING RESIDENCE: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- KIRKWOOD ASSISTED LIVING RESIDENCE (EIN 33-0605054)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-11-15
- IRS object ID
- 201133199349309143
- Schema version
- 2010v3.4
- 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 | 2011-11-15T17:34:09-06:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330605054 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KIRKWOOD ASSISTED LIVING RESIDENCE | BusinessNameLine1 |
| Business Name Line2 | DBA KIRKWOOD ORANGE | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | KIRK | NameControl |
| Phone | 8182470420 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 516 BURCHETT STREET | AddressLine1 |
| City | GLENDALE | City |
| State | CA | State |
| ZIP Code | 912031014 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BERNARD BASKIN | Name |
| Title | EVP FINANCE/CFO | Title |
| Phone | 8182470420 | Phone |
| Date Signed | 2011-11-15 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JOHN H COCHRANE III | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 516 BURCHETT STREET | AddressLine1 |
| City | GLENDALE | City |
| State | CA | State |
| ZIP Code | 912031014 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 3208563 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.THEBEGROUP.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1994 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | PROVIDE HOUSING AND SUPPORT SERVICES, PRIMARILY FOR OLDER ADULTS, TO ENHANCE THE PHYSICAL, SOCIAL AND SPIRITUAL DIMENSIONS OF THEIR LIVES | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 17 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 17 | NbrIndependentVotingMembers |
| Total Nbr Employees | 44 | TotalNbrEmployees |
| Total Nbr Volunteers | 1 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 2998707 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 3208538 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 5759 | InvestmentIncomePriorYear |
| Investment Income Current Year | 25 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 3004466 | TotalRevenuePriorYear |
| Total Revenue Current Year | 3208563 | 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 | 1320172 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1296511 | 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 | 1469363 | OtherExpensePriorYear |
| Other Expenses Current Year | 1582336 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 2789535 | TotalExpensesPriorYear |
| Total Expenses Current Year | 2878847 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 214931 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 329716 | RevenuesLessExpensesCY |
| Total Assets BOY | 6063491 | TotalAssetsBOY |
| Total Assets EOY | 6024615 | TotalAssetsEOY |
| Total Liabilities BOY | 6229196 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 5860599 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | -165705 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 164016 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | WE SERVE AS A COMMUNITY RESOURCE IN TRAINING, PROVIDING TRAINING FACILITIES, AND PROVIDING PERSONNEL IN SEVERAL AREAS ON A VOLUNTARY BASIS ON LOCAL COMMITTEES AND TASK FORCES. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 2193460 | Expense |
| Revenue | 3208538 | Revenue |
| Description | WE ARE AVAILABLE TO VARIOUS NOT-FOR-PROFIT COMMUNITY ORGANIZATIONS FOR A NUMBER OF ACTIVITIES. WE PROVIDE REFERRAL SERVICES TO FAMILIES AND RESIDENTS WITHIN THE AREA REGARDING ELDER CARE ISSUES. WE HOST MONTHLY SUPPORT GROUPS FOR CAREGIVERS OF DEMENTIA VICTIMS AT NO CHARGE. WE ENCOURAGE VOLUNTEER SERVICE IN THE COMMUNITY, THROUGH THE EMPLOYEE POPULATION. WE PROVIDE MORE THAN AN ATTRACTIVE PLACE TO LIVE: THEY PROVIDE THIS VULNERABLE SEGMENT OF THE POPULATION WITH A VARIETY OF PROGRAMS TO KEEP THEM HEALTHY, ACTIVE AND INDEPENDENT. WE PROVIDE A DIETARY PROGRAM WITH REGULAR NUTRITIOUS MEALS, A VITAL ASPECT OF RESIDENT CARE, SINCE MANY ELDERLY DO LONGER WISH TO TAKE THE TIME AND EFFORT TO PLAN AND COOK MEALS FOR THEMSELVES. SNACKS ARE ALSO OFFERED ANYTIME. A SECURITY SYSTEM IS IN PLACE TO ENSURE THE RESIDENTS SAFETY AND WELL BEING AT ALL TIMES, WITH A 24-HOUR PENDANT EMERGENCY CALL SERVICE. OTHER SERVICES INCLUDE WELLNESS SUPPORT SERVICES, SOCIAL SERVICES, RECREATIONAL ACTIVITIES, SPIRITUAL COUNSELING, TRANSPORTATION, HOUSEKEEPING, AND MAINTENANCE. AN ELEVEN UNIT SECURED AREA FOR RESIDENTS WITH ALZHEIMER AND OTHER DEMENTIA IS AVAILABLE THIS AREA IS SPECIALLY STAFFED TO PROVIDE INDIVIDUAL PROGRAMMING FOR UP TO 16 RESIDENTS. IN AN EFFORT TO ENSURE THE GREATEST MOBILITY FOR ALL RESIDENTS, A WHEELCHAIR ACCESSIBLE VAN IS PROVIDED, ENABLING THEM TO GO WITH OTHER RESIDENTS ON OUTINGS PREVIOUSLY INACCESSIBLE TO THEM. | Description |
| Total Program Service Expense | 2193460 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 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 |
| 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 | 13 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 44 | 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 |
| Form8899 Filed | 0 | Form8899Filed |
| Form1098 C Filed | 0 | Form1098CFiled |
| Excess Business Holdings | 0 | ExcessBusinessHoldings |
| Taxable Distributions | 0 | TaxableDistributions |
| Distribution To Donor | 0 | DistributionToDonor |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 17 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 17 | 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 | 1 | LocalChapters |
| Policies Reference Chapters | 1 | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID L PIERCE VP OF ACCOUNTINGCO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8182470420 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 516 BURCHETT STREET | AddressLine1 |
| City | GLENDALE | City |
| State | CA | State |
| ZIP Code | 91203 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (20 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| DAVID R DECKER ESQ | ||||||
| OFFICER/CHAIR | 10.00 | X | 0 | 0 | 0 | |
| ALBERT W KELLEY | ||||||
| OFFICER/VICE CHAIR/CHAIR-ELECT | 3.00 | X | 0 | 0 | 0 | |
| EDWARD M NEWMAN | ||||||
| OFFICER/SECRETARY/VICE CHR | 3.00 | X | 0 | 0 | 0 | |
| JACK W ANDERSON | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JAMES R ANDERSON | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DONNA BENTON PHD | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| GWEN CARLSON | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JAMES D CASHION | ||||||
| OFFICER/VICE CHAIR | 2.00 | X | 0 | 0 | 0 | |
| DOROTHY A COLE | ||||||
| OFFICER/SECRETARY | 2.00 | X | 0 | 0 | 0 | |
| RAND M FERRIS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| ELDON F HOLL CPA | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| PHOEBE S LIEBIG PHD | ||||||
| OFFICER/VICE CHAIR | 2.00 | X | 0 | 0 | 0 | |
| HELEN MORRAN-WOLF | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| KAY RUSTAND | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JACK D SAMUELSON | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| WILLIAM P SCHLARB | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JACK PATTON | ||||||
| EX-OFFICIO | 1.00 | X | 0 | 0 | 0 | |
| JOHN COCHRANE III | ||||||
| EX OFFICIO/CEO | 40.00 | 0 | 303074 | 185703 | X | |
| DANIEL OGUS | ||||||
| OFFICER/COO | 40.00 | 0 | 221882 | 146000 | X | |
| BERNARD BASKIN | ||||||
| OFFICER, CFO | 40.00 | 0 | 158001 | 108107 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 682957 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 439810 | 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
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORRISON MANAGEMENT SPECIALISTS | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | POBOX 102289 | AddressLine1 |
| City | ATLANTA | City |
| State | GA | State |
| ZIP Code | 30368 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | DINING SERVICES TO ELDERLY | DescriptionOfServices |
| Compensation | 519459 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| ELDERLY RESIDENT FEES | 623000 | 3180870 | 3180870 |
| PROCESSING FEES | 623000 | 17000 | 17000 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 10668 | TotalRevenueColumn |
| Related Or Exempt Function Income | 10668 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 3208538 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 25 | TotalRevenueColumn |
| Exclusion | $25 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3208563 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3208538 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $25 | ExclusionAmount |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1019630 | Total |
| Program Services | 777918 | ProgramServices |
| Management And General | 241712 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 36550 | Total |
| Program Services | 21211 | ProgramServices |
| Management And General | 15339 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 165395 | Total |
| Program Services | 136248 | ProgramServices |
| Management And General | 29147 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 74936 | Total |
| Program Services | 56742 | ProgramServices |
| Management And General | 18194 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 114893 | Total |
| Management And General | 114893 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3516 | Total |
| Management And General | 3516 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7574 | Total |
| Management And General | 7574 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 562400 | Total |
| Program Services | 548245 | ProgramServices |
| Management And General | 14155 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 138126 | Total |
| Management And General | 138126 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 115450 | Total |
| Program Services | 73043 | ProgramServices |
| Management And General | 42407 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 116881 | Total |
| Program Services | 116881 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3558 | Total |
| Program Services | 2884 | ProgramServices |
| Management And General | 674 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6061 | Total |
| Program Services | 444 | ProgramServices |
| Management And General | 5617 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 281551 | Total |
| Program Services | 281551 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 157464 | Total |
| Program Services | 157464 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 35693 | Total |
| Management And General | 35693 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| LICENSES & TAXES | 10538 | 58 | 10480 |
| AMORTIZED GOODWILL | 10418 | 10418 | |
| MISC ELDERLY RESIDENT E | 7603 | 7603 | |
| DUES & SUBSCRIPTIONS | 5975 | 395 | 5580 |
| BAD DEBT | 4635 | 2355 | 2280 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2878847 | Total |
| Program Services | 2193460 | ProgramServices |
| Management And General | 685387 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 450000 | BOY |
| EOY | 457309 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -5289 | BOY |
| EOY | 5861 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28054 | BOY |
| EOY | 25161 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11139 | BOY |
| EOY | 6873 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 6379113 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1573873 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4928050 | BOY |
| EOY | 4805240 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 651537 | BOY |
| EOY | 724171 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6063491 | BOY |
| EOY | 6024615 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 201862 | BOY |
| EOY | 228804 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4976993 | BOY |
| EOY | 4977670 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1050341 | BOY |
| EOY | 654125 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6229196 | BOY |
| EOY | 5860599 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -165705 | BOY |
| EOY | 164016 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -165705 | BOY |
| EOY | 164016 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6063491 | BOY |
| EOY | 6024615 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 329716 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 5 | 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 Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 2983 | CurrentTaxYearMinus3Years |
| Total | 2983 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2605707 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2862659 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2914786 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2982307 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3180870 | CurrentTaxYear |
| Total | 14546329 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2605707 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2865642 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2914786 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2982307 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3180870 | CurrentTaxYear |
| Total | 14549312 | 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 | 14549312 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 25497 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 44614 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 13080 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 259 | CurrentTaxYearMinus1Year |
| Current Tax Year | 25 | CurrentTaxYear |
| Total | 83475 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 25497 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 44614 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 13080 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 259 | CurrentTaxYearMinus1Year |
| Current Tax Year | 25 | CurrentTaxYear |
| Total | 83475 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 7457 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2300 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 24050 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 21900 | CurrentTaxYearMinus1Year |
| Current Tax Year | 27668 | CurrentTaxYear |
| Total | 83375 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2638661 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2912556 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2951916 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3004466 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3208563 | CurrentTaxYear |
| Total | 14716162 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.98870 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.98850 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00570 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.00710 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4501072 | BeginningOfYearBalance |
| Contributions | 132980 | Contributions |
| End Of Year Balance | 4634052 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4255216 | BeginningOfYearBalance |
| Contributions | 245856 | Contributions |
| End Of Year Balance | 4501072 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3532536 | BeginningOfYearBalance |
| Contributions | 722680 | Contributions |
| End Of Year Balance | 4255216 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.23520 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.76480 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 1 | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | 1 | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 459025 | OtherCostOrOtherBasis |
| Book Value | 459025 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 5386431 | OtherCostOrOtherBasis |
| Depreciation | 1151244 | Depreciation |
| Book Value | 4235187 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3330 | OtherCostOrOtherBasis |
| Depreciation | 880 | Depreciation |
| Book Value | 2450 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 516276 | OtherCostOrOtherBasis |
| Depreciation | 421749 | Depreciation |
| Book Value | 94527 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 14051 | OtherCostOrOtherBasis |
| Book Value | 14051 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 4805240 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (2 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| FUNDS HELD BY TRUSTEE UNDER BOND | 542137 |
| PREPAID BOND INSURANCE | 182034 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 724171 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ACCRUED LIABILITIES | $68,140 |
| DEPOSITS | $300 |
| INTERCOMPANY PAYABLES | $485,882 |
| PENSION LIABILITY | $99,803 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 654125 | TotalOfAmounts |
| Total Revenue | 3208563 | TotalRevenue |
| Total Expenses | 2878847 | TotalExpenses |
| Excess Or Deficit For Year | 329716 | ExcessOrDeficitForYear |
| Prior Period Adjustments | -1419 | PriorPeriodAdjustments |
| Other | $1,424 | OtherAmount |
| Total Adjustments | 5 | TotalAdjustments |
| Excess Or Deficit Per FS | 329721 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 3208563 | TotRevenueEtcAuditedFinclStmt |
| Revenue Not Rptd F990 | 0 | RevenueNotRptdF990 |
| Revenue Subtotal | 3208563 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 3208563 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 2878847 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 2878847 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 2878847 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE FASB HAS ISSUED FASB INTERPRETATION (FIN) NO. 48 ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES - AN INTERPRETATION OF FASB STATEMENT NO. 109, AS AMENDED. THIS INTERPRETATION CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTERPRISE'S FINANCIAL STATEMENT IN ACCORDANCE WITH FASB STATEMENT NO. 109, ACCOUNTING FOR INCOME TAXES. THIS INTERPRETATION PRESCRIBES A RECOGNITION THRESHOLD AND MEASURES ATTRIBUTES FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. AS A RESULT OF THE IMPLEMENTATION OF FIN NO. 48, SCPH AND AFFILIATES HAVE NOT RECOGNIZED AN INCREASE IN THE LIABILITY FOR UNRECOGNIZED TAX BENEFITS. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | NET ASSETS RELEASED FROM RESTRICTIONS 1,424. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 0 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 0 | SubstantiationRequired |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (3 entries)
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JOHN COCHRANE III | |||||||||||||
| 0 | 311424 | 0 | 0 | 0 | -8350 | 0 | 140969 | 0 | 44734 | 0 | 488777 | 0 | 0 |
| DANIEL OGUS | |||||||||||||
| 0 | 238277 | 0 | 0 | 0 | -16395 | 0 | 98800 | 0 | 47200 | 0 | 367882 | 0 | 0 |
| BERNARD BASKIN | |||||||||||||
| 0 | 164915 | 0 | 0 | 0 | -6914 | 0 | 69410 | 0 | 38697 | 0 | 266108 | 0 | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THIS 990 WAS PREPARED BY THE ACCOUNTING DEPARTMENT IN THE HOME OFFICE OF SOUTHERN CALIFORNIA PRESBYTERIAN HOMES. IT WAS REVIEWED BY THE ASSISTANT CONTROLLER, VP OF ACCOUNTING & CONTROLLER, AND EXECUTIVE VICE PRESIDENT OF FINANCE & CFO. IT WAS MADE AVAILABLE TO EACH VOTING MEMBER OF THE BOARD OF DIRECTORS ON NOVEMBER 14, 2010 BY PLACING IT ON AN INTERNET PORTAL. THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS MET ON NOVEMBER 10, 2011 FOR FINAL REVIEW PRIOR TO FILING THIS FORM WITH THE PROPER GOVERNMENT AUTHORITIES. | |
| PURSUANT TO COMPANY POLICY HR-101, MANAGEMENT EMPLOYEES AND BOARD OF DIRECTORS ARE ASKED, ON AN ANNUAL BASIS, TO ACKNOWLEDGE AND DECLARE ANY POTENTIAL CONFLICTS OF INTEREST DURING THEIR EMPLOYMENT WITH SCPH BY COMPLETING THE "QUESTIONNAIRE REGARDING POLICY ON CONFLICT OF INTEREST AND DISCLOSURE OF CERTAIN INTERESTS". THIS POLICY IS ENFORCED AND MAINTAINED BY THE HUMAN RESOURCES DEPARTMENT OF THE SOUTHERN CALIFORNIA PRESBYTERIAN HOMES CORPORATE OFFICE. | FORM 990, PART VI, SECTION B, LINE 12C | |
| KIRKWOOD ORANGE DOES NOT DIRECTLY PAY THESE INDIVIDUALS, HOWEVER AS COMPENSATION IS PART OF THE MANAGEMENT FEES, KIRKWOOD ORANGE IS ABLE TO RELY ON THE REASONABLENESS DUE TO SCPH'S COMPENSATION POLICY BELOW: A. COMPENSATION FOR THE COMPANY'S CEO IS BASED ON COMPARABILITY DATA RECEIVED FROM AN INDEPENDENT CONSULTANT WHO IS FAMILIAR WITH THE COMPENSATION PRACTICES OF SIMILAR COMPANIES IN THE NONPROFIT SENIOR HOUSING AND SERVICES INDUSTRY. ON AN ANNUAL BASIS, THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS (IN ITS CAPACITY AS COMPENSATION COMMITTEE) REVIEWS AND DISCUSSES THE COMPENSATION DATA WITH THE CEO AND OTHERS AS DEEMED NECESSARY. A COMPENSATION SURVEY WAS CONDUCTED IN CONJUNCTION WITH THE CEO SEARCH IN 2009. WHEN SETTING COMPENSATION FOR 2010, THE BOARD OF DIRECTORS BELIEVED THAT THIS STUDY WAS STILL VALID AND USED IT AS A BASIS FOR SETTING MODEST SALARY INCREASES FOR THE CEO AND SENIOR MANAGEMENT, AFTER GIVING DUE CONSIDERATION TO THE INCENTIVE COMPENSATION PLAN. BASED ON THOSE DISCUSSIONS, AND PURSUANT TO CALIFORNIA LAW, THE EXECUTIVE COMMITTEE MAKES A RECOMMENDATION FOR THE CEO BASE COMPENSATION TO THE FULL BOARD. B. BASE COMPENSATION FOR THE COMPANYS SENIOR MANAGEMENT IS DETERMINED BY A SALARY SURVEY CONDUCTED BY AN INDEPENDENT CONSULTANT WITH EXPERTISE IN THE COMPENSATION PRACTICES OF SIMILAR COMPANIES IN THE NONPROFIT SENIOR HOUSING AND SERVICES INDUSTRY. THIS SURVEY WAS CONDUCTED IN CONJUNCTION WITH THE CEO SEARCH IN 2009. WHEN SETTING COMPENSATION FOR 2010, THE BOARD OF DIRECTORS BELIEVED THAT THIS STUDY WAS STILL VALID AND USED IT AS A BASIS FOR SETTING MODEST SALARY INCREASES FOR THE CEO AND SENIOR MANAGEMENT, AFTER GIVING DUE CONSIDERATION TO THE INCENTIVE COMPENSATION PLAN. PURSUANT TO CALIFORNIA LAW THE EXECUTIVE COMMITTEE MAKES A RECOMMENDATION FOR THE CEO BASE COMPENSATION TO THE FULL BOARD AND PROVIDES THE CEO WITH RECOMMENDED RANGES IN WHICH TO ADJUST THE BASE COMPENSATION FOR THE OTHER MEMBERS OF SENIOR MANAGEMENT. ALL MEMBERS OF THE EXECUTIVE COMMITTEE, AND ALL VOTING MEMBERS OF THE BOARD, ARE INDEPENDENT PERSONS. CONTEMPORANEOUS SUMMARY MINUTES OF ALL EXECUTIVE COMMITTEE MEETINGS ARE MAINTAINED. IN ADDITION, BASED ON INPUT FROM INDEPENDENT CONSULTANTS, THE EXECUTIVE COMMITTEE, IN CONSULTATION WITH THE CEO, ESTABLISHES CRITERIA TO BE MET FOR PURPOSES OF ANY INCENTIVE COMPENSATION THAT MIGHT BE PAID OUT. SEE NOTE ON SCHEDULE J FOR MORE INFORMATION ABOUT INCENTIVE PAYMENTS. | FORM 990, PART VI, SECTION B, LINE 15 | |
| OUR ORGANIZATION MAKES ITS FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC IN SEVERAL WAYS. THEY ARE AVAILABLE IN OUR ANNUAL FILING OF FORM 990 WHICH THE PUBLIC CAN ACCESS THROUGH THE INTERNET AT SUCH SITES AS GUIDESTAR.ORG AND FOUNDATION CENTER (HTTP://TFCNY.FDNCENTER.ORG/990S/990SEARCH/ESEARCH.PHP). ALSO, DUE TO THE TAX EXEMPT BONDS SOME OF OUR ENTITIES HAVE, OUR FINANCIAL STATEMENTS ARE AVAILABLE FROM OUR TAX EXEMPT BOND ISSUANCE DOCUMENTS ON EMMA. OUR ANNUAL REPORTS AND SEVERAL OTHER DOCUMENTS ARE AVAILABLE ON OUR COMPANY'S WEBSITE AT WWW.SCPHS.COM AS WELL AS OUR CONTACT INFORMATION, WHICH THE PUBLIC CAN USE TO OBTAIN OUR ADDRESS AND PHONE NUMBER TO MAKE THE REQUEST FOR ANY OF THIS INFORMATION BY TELEPHONE, MAIL, OR EMAIL. SCPH AND ITS AFFILIATES DOES NOT MAKE OUR GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC. | FORM 990, PART VI, SECTION C, LINE 19 | |
| THE NUMBER OF HOURS FOR CEO AND CFO REPRESENT TIME SPENT ON THIS ORGANIZATION AND ALL RELATED ORGANIZATIONS. | FORM 990, PART VII, SECTION A | |
| ALL OF OUR BOARD MEMBERS ARE INDEPENDENT VOLUNTEERS. IN 2009, OUR BOARD AND ITS COMMITTEES MET ON A QUARTERLY BASIS, NOT WEEKLY. THUS, THE ESTIMATED AVERAGE HOURS PER WEEK REFLECTED IN COLUMN B IS AN ATTEMPT TO SPREAD OUT ON A WEEKLY BASIS THE ESTIMATED AMOUNT OF TIME EACH SPENT DURING THE YEAR ON BOARD OR COMMITTEE MATTERS. | FORM 990, PART VII, SECTION A, COLUMN B | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | PRIOR PERIOD ADJUSTMENTS: -1,419. NET ASSETS RELEASED FROM RESTRICTIONS 1,424. TOTAL TO FORM 990, PART XI, LINE 5: 5. | FORM 990, PART XI, LINE 5: |
| DURING FISCAL YEAR 2009, THERE WERE NO CHANGES BY THE AUDIT COMMITTEE IN THEIR PROCESS OF REVIEWING THE AUDITED FINANCIAL STATEMENTS OR THEIR SELECTION OF THE INDEPENDENT AUDITORS. | FORM 990, PART XI, LINE 2C |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (47 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Controlled OrgControlledOrg | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|---|
| VENICE SENIOR HOUSING CORPORATION ( DBA ADDA AND PAUL SAFFRAN SENIOR HOUSIN | ||||||||||
| 151 OCEAN FRONT WALK | VENICE | CA | 90291 | 954607627 | LOW INCOME SENIOR HOUSING | CA | 501(C)(3) | LINE 7 | 0 | |
| BEACON SENIOR HOUSING CORPORATION (DBA ROSEWOOD COURT ) | ||||||||||
| 1888 N FAIR OAKS AVENUE | PASADENA | CA | 91103 | 311654224 | LOW INCOME SENIOR HOUSING | CA | 501(C)(3) | LINE 7 | 0 | |
| CANTERBURY VILLAGE RETIREMENT CORPORATION ( DBA CANTERBURY VILLAGE ) | ||||||||||
| 23420 AVENIDA ROTELLA | SANTA CLARITA | CA | 91355 | 953864198 | LOW INCOME SENIOR HOUSING | CA | 501(C)(3) | LINE 7 | 0 | |
| CASA DE LA PALOMA | ||||||||||
| 133 S KENWOOD STREET | GLENDALE | CA | 91205 | 953276173 | LOW INCOME SENIOR HOUSING | CA | 501(C)(3) | LINE 7 | 0 | |
| CASTLE ARGYLE | ||||||||||
| 1919 NORTH ARGYLE AVENUE | LOS ANGELES | CA | 90068 | 954454256 | LOW INCOME SENIOR HOUSING | CA | 501(C)(3) | LINE 7 | 0 | |
| MOUNTAIN PARK TERRACE INC ( DBA CLARK TERRACE ) | ||||||||||
| 2660 CLARK AVENUE | NORCO | CA | 92860 | 954450416 | LOW INCOME SENIOR HOUSING | CA | 501(C)(3) | LINE 7 | 0 | |
| SENIOR AFFORDABLE HOUSING CORP # 2 ( DBA CLARK TERRACE II ) | ||||||||||
| 2680 CLARK AVENUE | NORCO | CA | 92860 | 311718833 | LOW INCOME SENIOR HOUSING | CA | 501(C)(3) | LINE 7 | 0 | |
| BANDERA SENIOR HOUSING CORPORATION ( DBA GEORGE MCDONALD COURT ) | ||||||||||
| 1800 EAST 92ND STREET | LOS ANGELES | CA | 90002 | 311538768 | LOW INCOME SENIOR HOUSING | CA | 501(C)(3) | LINE 7 | 0 | |
| GUADALUPE MANOR | ||||||||||
| 17103 MAGNOLIA STREET | FOUNTAIN VALLEY | CA | 92708 | 770066438 | LOW INCOME SENIOR HOUSING | CA | 501(C)(3) | LINE 7 | 0 | |
| HAMPTON SUPPORTIVE HOUSING INC ( DBA MABEL MESHACK WHITE MANOR ) | ||||||||||
| 3260 BICKERS STREET | DALLAS | TX | 75212 | 311663943 | LOW INCOME SENIOR HOUSING | TX | 501(C)(3) | LINE 7 | 0 | |
| SENIOR AFFORDABLE HOUSING CORP # 1 ( DBA OTTO GRUBER HOUSE ) | ||||||||||
| 143 SOUTH ISABEL STREET | GLENDALE | CA | 91205 | 311538772 | LOW INCOME SENIOR HOUSING | CA | 501(C)(3) | LINE 7 | 0 | |
| PALMER AVENUE RETIREMENT CORPORATION | ||||||||||
| 555 E PALMER AVENUE | GLENDALE | CA | 91205 | 953864197 | LOW INCOME SENIOR HOUSING | CA | 501(C)(3) | LINE 9 | 0 | |
| PARK PASEO | ||||||||||
| 123 SOUTH ISABEL STREET | GLENDALE | CA | 91205 | 953628584 | LOW INCOME SENIOR HOUSING | CA | 501(C)(3) | LINE 7 | 0 | |
| SENIOR AFFORDABLE HOUSING CORP # 3 ( DBA HADLEY VILLAS ) | ||||||||||
| 78-875 AVENUE 47 | LA QUINTA | CA | 92253 | 300032287 | LOW INCOME SENIOR HOUSING | CA | 501(C)(3) | LINE 7 | 0 | |
| SENIOR AFFORDABLE HOUSING CORP # 4 ( DBA MOUNTAIN VISTAS ) | ||||||||||
| 675 PEPPERTREE LANE | REDDING | CA | 96003 | 300032292 | LOW INCOME SENIOR HOUSING | CA | 501(C)(3) | LINE 7 | 0 | |
| SYCAMORE TERRACE | ||||||||||
| 1301 SAN BERNARDINO ROAD | UPLAND | CA | 91786 | 953248885 | LOW INCOME SENIOR HOUSING | CA | 501(C)(3) | LINE 7 | 0 | |
| SOROPTIMIST GARDENS HOUSING CORPORATION ( DBA THE GARDENS ) | ||||||||||
| 333 MONTEREY ROAD | GLENDALE | CA | 91206 | 953927250 | LOW INCOME SENIOR HOUSING | CA | 501(C)(3) | LINE 7 | 0 | |
| WESTMINSTER COURT | ||||||||||
| 6850 FLORENCE AVENUE | BELL GARDENS | CA | 90201 | 953866226 | LOW INCOME SENIOR HOUSING | CA | 501(C)(3) | LINE 7 | 0 | |
| SOUTHERN CALIFORNIA PRESBYTERIAN HOMES (DBA ROYAL OAKS MANOR ) | ||||||||||
| 1763 ROYAL OAKS DRIVE NORTH | BRADBURY | CA | 91010 | 951894293 | CONTINUING CARE RETIREMENT COMMUNITY | CA | 501(C)(3) | LINE 9 | 0 | |
| CENTER FOR AGING RESOURCES | ||||||||||
| 516 BURCHETT ST | GLENDALE | CA | 91203 | 330368618 | INACTIVE CORPORATION | CA | 501(C)(3) | LINE 7 | 0 | SOUTHERN CALIFORNIA PRESBYTERIAN HOMES |
| COMMUNITY CARE FOR ADULTS | ||||||||||
| 516 BURCHETT ST | GLENDALE | CA | 91203 | 330110895 | INACTIVE CORPORATION | CA | 501(C)(3) | LINE 9 | 0 | SOUTHERN CALIFORNIA PRESBYTERIAN HOMES |
| KIRKWOOD ASSISTED LIVING RESIDENCE ( GLENDALE ) | ||||||||||
| 516 BURCHETT ST | GLENDALE | CA | 91203 | 330368620 | RESIDENTIAL CARE FACILITY FOR THE ELDERLY | CA | 501(C)(3) | LINE 9 | 0 | SOUTHERN CALIFORNIA PRESBYTERIAN HOMES |
| KIRKWOOD ASSISTED LIVING RESIDENCE ( ORANGE) | ||||||||||
| 1525 EAST TAFT AVENUE | ORANGE | CA | 96865 | 330605054 | RESIDENTIAL CARE FACILITY FOR THE ELDERLY | CA | 501(C)(3) | LINE 9 | 0 | SOUTHERN CALIFORNIA PRESBYTERIAN HOMES |
| PRESBYTERIAN HOMES & SERVICES OF THE WEST | ||||||||||
| 516 BURCHETT ST | GLENDALE | CA | 91203 | 956058276 | RESIDENTIAL CARE FACILITY FOR THE ELDERLY | CA | 501(C)(3) | LINE 9 | 0 | SOUTHERN CALIFORNIA PRESBYTERIAN HOMES |
| REDDING ASSISTED LIVING CORPORATION ( DBA KIRKWOOD REDDING ) | ||||||||||
| 395 HILLTOP DRIVE | REDDING | CA | 96003 | 680385058 | RESIDENTIAL CARE FACILITY FOR THE ELDERLY | CA | 501(C)(3) | LINE 9 | 0 | SOUTHERN CALIFORNIA PRESBYTERIAN HOMES |
| REDWOOD FOUNDATION FOR SENIOR SERVICES | ||||||||||
| 516 BURCHETT ST | GLENDALE | CA | 91203 | 330368622 | INACTIVE CORPORATION | CA | 501(C)(3) | LINE 9 | 0 | SOUTHERN CALIFORNIA PRESBYTERIAN HOMES |
| REDWOOD SENIOR HOMES & SERVICES (DBA REDWOOD TERRACE ) | ||||||||||
| 710 WEST 13TH AVENUE | ESCONDIDO | CA | 92025 | 954634615 | CONTINUING CARE RETIREMENT COMMUNITY | CA | 501(C)(3) | LINE 9 | 0 | SOUTHERN CALIFORNIA PRESBYTERIAN HOMES |
| SOUTHERN CALIFORNIA PRESBYTERIAN HOMES FOUNDATION | ||||||||||
| 516 BURCHETT ST | GLENDALE | CA | 91203 | 911931309 | FUNDRAISING, FINANCIAL RESOURCES TO RELATED ENTITIES | CA | 501(C)(3) | LINE 9 | 0 | SOUTHERN CALIFORNIA PRESBYTERIAN HOMES |
| TWELVE OAKS FOUNDATION | ||||||||||
| 2820 SYCAMORE AVENUE | LA CRESCENTA | CA | 91214 | 951750019 | ASSISTED LIVING RESIDENCE / RESIDENTIAL CARE FACILITY FOR THE ELDERLY | CA | 501(C)(3) | LINE 9 | 0 | SOUTHERN CALIFORNIA PRESBYTERIAN HOMES |
| WESTMINSTER GARDENS | ||||||||||
| 1420 SANTO DOMINGO | DUARTE | CA | 91010 | 951644046 | CONTINUING CARE RETIREMENT COMMUNITY | CA | 501(C)(3) | LINE 9 | 0 | |
| SENIOR AFFORDABLE HOUSING CORP # 6 ( DBA WILLIAM C ARTHUR TERRACE ) | ||||||||||
| 1275 WEST 8TH STREET | CORONA | CA | 92882 | 300204104 | LOW INCOME SENIOR HOUSING | CA | 501(C)(3) | LINE 7 | 0 | |
| ANDRES DUARTE TERRACE | ||||||||||
| 1730 HUNTINGTON DRIVE | DUARTE | CA | 91010 | 300155895 | LOW INCOME SENIOR HOUSING | CA | 501(C)(3) | LINE 7 | 0 | |
| L C HOTCHKISS TERRACE | ||||||||||
| 51 BARSTOW AVENUE | CLOVIS | CA | 93612 | 300155849 | LOW INCOME SENIOR HOUSING | CA | 501(C)(3) | LINE 7 | 0 | |
| REDDING MOUNTAIN VISTAS II ( DBA MOUNTAIN VISTAS II ) | ||||||||||
| 385 HILLTOP DRIVE | REDDING | CA | 96003 | 300239400 | LOW INCOME SENIOR HOUSING | CA | 501(C)(3) | LINE 7 | 0 | |
| SIERRA GATEWAY SENIOR RESIDENCE | ||||||||||
| 5125 MARTY AVENUE | FRESNO | CA | 93711 | 300239445 | LOW INCOME SENIOR HOUSING | CA | 501(C)(3) | LINE 7 | 0 | |
| LIL JACKSON SENIOR COMMUNITY | ||||||||||
| 516 BURCHETT ST | GLENDALE | CA | 91203 | 412205339 | LOW INCOME SENIOR HOUSING | CA | 501(C)(3) | LINE 7 | 0 | |
| WESTMINSTER GARDENS DEVELOPMENT ENDOWMENT CORPORATION | ||||||||||
| 1420 SANTO DOMINGO | DUARTE | CA | 91010 | 954323750 | INACTIVE CORPORATION | CA | 501(C)(3) | LINE 7 | 0 | |
| SYCAMORE TERRACE (DBA COVENANT MANOR ) | ||||||||||
| 600 E FOURTH STREET | LONG BEACH | CA | 90802 | 953248885 | LOW INCOME SENIOR HOUSING | CA | 501(C)(3) | LINE 7 | 0 | |
| SYCAMORE TERRACE (DBA ROYAL VISTA TERRACE ) | ||||||||||
| 1310 ROYAL OAKS DRIVE | DUARTE | CA | 91010 | 953248885 | LOW INCOME SENIOR HOUSING | CA | 501(C)(3) | LINE 7 | 0 | |
| SOUTHERN CALIFORNIA PRESBYTERIAN HOMES (DBA WHITE SANDS ) | ||||||||||
| 7450 OLIVETAS AVENUE | LA JOLLA | CA | 92037 | 951894293 | CONTINUING CARE RETIREMENT COMMUNITY | CA | 501(C)(3) | LINE 9 | 0 | |
| SOUTHERN CALIFORNIA PRESBYTERIAN HOMES (DBA WINDSOR MANOR ) | ||||||||||
| 1230 E WINDSOR ROAD | GLENDALE | CA | 91205 | 951894293 | CONTINUING CARE RETIREMENT COMMUNITY | CA | 501(C)(3) | LINE 9 | 0 | |
| SOUTHERN CALIFORNIA PRESBYTERIAN HOMES (DBA REGENTS POINT ) | ||||||||||
| 19191 HARVARD AVENUE | IRVINE | CA | 92612 | 951894293 | CONTINUING CARE RETIREMENT COMMUNITY | CA | 501(C)(3) | LINE 9 | 0 | |
| SOUTHERN CALIFORNIA PRESBYTERIAN HOMES (DBA CORPORATE OFFICE ) | ||||||||||
| 516 BURCHETT ST | GLENDALE | CA | 91203 | 951894293 | CONTINUING CARE / HOME & COMMUNITY BASED SERVICES | CA | 501(C)(3) | LINE 9 | 0 | |
| SOUTHERN CALIFORNIA PRESBYTERIAN HOMES (DBA HOME CARE ) | ||||||||||
| 516 BURCHETT ST | GLENDALE | CA | 91203 | 951894293 | HOME AND COMMUNITY-BASED SERVICES | CA | 501(C)(3) | LINE 9 | 0 | |
| REDWOOD SENIOR HOMES & SERVICES (DBA REDWOOD TOWN COURT ) | ||||||||||
| 500 EAST VALLEY PARKWAY | ESCONDIDO | CA | 92025 | 954634615 | ASSISTED LIVING RESIDENCE / RESIDENTIAL CARE FACILITY FOR THE ELDERLY | CA | 501(C)(3) | LINE 9 | 0 | SOUTHERN CALIFORNIA PRESBYTERIAN HOMES |
| REDWOOD SENIOR HOMES & SERVICES (DBA REDWOOD ELDERLINK ) | ||||||||||
| 1151 SOUTH REDWOOD STREET | ESCONDIDO | CA | 92025 | 954634615 | HOME AND COMMUNITY-BASED SERVICES | CA | 501(C)(3) | LINE 9 | 0 | SOUTHERN CALIFORNIA PRESBYTERIAN HOMES |
| PRESBYTERIAN HOMES OF THE WEST | ||||||||||
| 516 BURCHETT ST | GLENDALE | CA | 91203 | 954581745 | INACTIVE CORPORATION | CA | 501(C)(3) | LINE 9 | 0 | SOUTHERN CALIFORNIA PRESBYTERIAN HOMES |
Form990 Schedule R Part IV Form990ScheduleRPartIV (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity |
|---|---|---|---|---|---|---|---|---|
| REDDING RETIREMENT HOUSING CORPORATION | ||||||||
| 516 BURCHETT STREET | GLENDALE | CA | 91203 | 954756544 | INACTIVE CORPORATION | CA | SOUTHERN CALIFORNIA PRESBYTERIAN HOMES | C |
| SOUTHWEST PRESBYTERIAN HOMES & SERVICES CORPORATION | ||||||||
| 516 BURCHETT STREET | GLENDALE | CA | 91203 | 954756541 | INACTIVE CORPORATION | CA | SOUTHERN CALIFORNIA PRESBYTERIAN HOMES | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 1 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 1 | OtherTransferFromOtherOrg |
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