Civic Intelligence

Episcopal Senior Communities Foundation

990 • Fiscal year 2016 • EIN 46-0502111

Apr 01, 2015 to Mar 31, 2016 • Filed on Aug 15, 2016

Organization Profilewww.jtm-esc.org
2185 N California Blvd Suite 575Walnut Creek, CA 94596

(925) 956-7400

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

56th percentile

0.29x

Higher debt load relative to assets than 56% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

81st percentile

1.13x

Higher debt load relative to revenue than 81% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Net Margin

90th percentile

41%

Higher net margin than 90% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

91st percentile

$511,766

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 13.9% of source-year revenue.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Asset Growth

79th percentile

13%

Faster asset growth than 79% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

65th percentile

8.6%

Faster revenue growth than 65% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$14,148,282

Up $1,616,550 (+13%) from 2015

Net Assets

Up

$10,002,129

Up $1,031,135 (+11%) from 2015

Liabilities

Up

$4,146,153

Up $585,415 (+16%) from 2015

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin90th percentile

Revenue

Up

$3,670,057

Up $289,785 (+8.6%) from 2015

Expenses

Down

$2,172,951

Down $1,174,345 (-35%) from 2015

Net Income

Up

$1,497,106

Up $1,464,130 (+4440%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth79th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$20M$15M$10M$5.0M$0Assets 2011: $16,575,886Liabilities 2011: $5,405,171Net Assets 2011: $11,170,7152011Assets 2012: $14,567,433Liabilities 2012: $3,980,636Net Assets 2012: $10,586,7972012Assets 2013: $14,005,700Liabilities 2013: $4,145,336Net Assets 2013: $9,860,3642013Assets 2014: $13,347,989Liabilities 2014: $3,936,976Net Assets 2014: $9,411,0132014Assets 2015: $12,531,732Liabilities 2015: $3,560,738Net Assets 2015: $8,970,9942015Assets 2016: $14,148,282Liabilities 2016: $4,146,153Net Assets 2016: $10,002,1292016Assets 2017: $13,941,913Liabilities 2017: $3,982,305Net Assets 2017: $9,959,6082017Assets 2018: $15,006,064Liabilities 2018: $4,165,779Net Assets 2018: $10,840,2852018Assets 2019: $14,648,387Liabilities 2019: $4,143,998Net Assets 2019: $10,504,3892019Assets 2020: $14,302,325Liabilities 2020: $4,474,979Net Assets 2020: $9,827,3462020Assets 2021: $15,242,490Liabilities 2021: $4,856,993Net Assets 2021: $10,385,4972021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2016

Assets$14,148,282
Liabilities$4,146,153
Net Assets$10,002,129
Open 2016 Filing

Operations Trend

Revenue Growth65th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0-$5.0MExpenses 2011: $1,781,2272011Expenses 2012: $2,254,0162012Revenue 2013: $2,416,148Expenses 2013: $2,919,260Net Income 2013: -$503,1122013Revenue 2014: $2,575,507Expenses 2014: $3,017,861Net Income 2014: -$442,3542014Revenue 2015: $3,380,272Expenses 2015: $3,347,296Net Income 2015: $32,9762015Revenue 2016: $3,670,057Expenses 2016: $2,172,951Net Income 2016: $1,497,1062016Revenue 2017: $2,135,964Expenses 2017: $2,140,974Net Income 2017: -$5,0102017Revenue 2018: $2,956,088Expenses 2018: $2,240,252Net Income 2018: $715,8362018Revenue 2019: $5,265,002Expenses 2019: $5,725,045Net Income 2019: -$460,0432019Revenue 2020: $6,225,773Expenses 2020: $6,141,295Net Income 2020: $84,4782020Revenue 2021: $5,427,768Expenses 2021: $5,668,587Net Income 2021: -$240,8192021Revenue 2022: $7,791,148Expenses 2022: $6,224,803Net Income 2022: $1,566,3452022

Highlighted filing

2016

Revenue$3,670,057
Expenses$2,172,951
Net Income$1,497,106
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2015 to Mar 31, 2016
Signed
Aug 15, 2016
Return Version
2015v2.1
Gross Receipts
$6,740,126
Mission and Program Overview

Mission

The mission of escf is to solicit contributions, invest and maintain assets and make distributions for the continuing financial support of community outreach, assistance and capital improvement needs of episcopal senior communities and its residents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$6,379,376$6,553,827▲ $174,451
Savings and Temporary Cash Investments$5,139,311$5,304,703▲ $165,392
Pledges and Grants Receivable$957,862$2,100,200▲ $1,142,338
Prepaid Expenses and Deferred Charges$9,601$11,136▲ $1,535
Total Assets$12,531,732$14,148,282▲ $1,616,550
Other Assets Total$45,582$178,416▲ $132,834
Liabilities
Other Liabilities$3,511,171$4,005,417▲ $494,246
Deferred Revenue$26,300$80,200▲ $53,900
Accounts Payable and Accrued Expenses$23,267$60,536▲ $37,269
Total Liabilities$3,560,738$4,146,153▲ $585,415
Net Assets / Fund Balance
Temporarily Rstr Net Assets$7,951,033$8,713,791▲ $762,758
Permanently Rstr Net Assets$664,420$664,420→ $0
Unrestricted Net Assets$355,541$623,918▲ $268,377
Total Net Assets Fund Balance$8,970,994$10,002,129▲ $1,031,135
Total Liabilities and Net Assets / Fund Balance$12,531,732$14,148,282▲ $1,616,550

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$664,420-▲ $15,806$15,806$664,420
2015$654,420$10,000▲ $47,016$47,016$664,420
2014$654,420-▲ $69,147$69,147$654,420
2013$654,420-▲ $35,205$35,205$654,420
2012$654,420-▲ $62,582$62,582$654,420
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Miller KatharineSr. DirectorFT$113,398$20,260$133,658
Campbell Dee AnnSecretary, Sr VP Org'l AdvmtPT$64,124$27,263$91,387
Tobin William CGen'l Counsel, CHF Risk Off'r-$27,786$16,281$44,067
Gerber KevinPresident, CEO-$32,479$8,463$40,942
Jamison DianaTreasurer, CFO-$18,974$5,206$24,180
Jones LornaVP Human Resources-$801$2,246$3,047
Powell TracyVP of Outreach Programs-$2,075$614$2,689

Board Members and Trustees

NameTitle
Case GordonChairman
Coates SallyDirector
Handelmann MargaretDirector
Lusse PatriciaDirector
Schoenrock DianeDirector
Sheehy JoanneDirector
Skaggs SanfordEx offico ESC BOD
Revenue and Support

Revenue Composition

Contributions and Grants
$3,291,858
Program Service Revenue
$0
Investment Income
$182,848
Other Revenue
$195,351
All Other Contributions
$2,334,729
Change in Net Assets
$1,497,106

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,702,182
Revenue Not Reported on Financial Statements
$-32,125
Revenue Not Reported on Form 990
$-465,971
Other Revenue Adjustments
$-90,439
Total Revenue per Audited Statements
$3,236,211
Total Revenue per Form 990
$3,670,057
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$992,910
Salaries, Compensation, and Employee Benefits$661,781
Grants and Similar Amounts Paid$518,260
Total Fundraising Expense$10,961
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$518,260--$518,260
Current Officers, Directors, Trustees, and Key Employees$157,009$209,742-$366,751
Other Salaries and Wages-$179,903-$179,903
Other Employee Benefits-$67,731-$67,731
Fees for Service Investment Mgmnt Fees-$58,314-$58,314
Fees for Services Other-$36,750-$36,750
Occupancy-$34,126-$34,126
Advertising-$20,828$10,961$31,789
Payroll Taxes-$28,613-$28,613
Pension Plan Contributions-$18,783-$18,783
Fees for Services Legal-$17,874-$17,874
Fees for Services Accounting-$16,000-$16,000
Office Expenses-$9,266-$9,266
Travel-$7,258-$7,258
Information Technology-$5,556-$5,556
Conferences and Meetings-$1,383-$1,383
Other Expenses$716,217$296-$296
Total Functional Expenses$1,391,486$770,504$10,961$2,172,951

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,205,076
Total Expenses per Form 990$2,172,951
Expenses per Audited Statements$2,114,637
Expenses Not Reported on Form 990$90,439
Expenses Not Reported on Financial Statements$58,314
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Episcopal Senior Communitieswalnut creek, CA501(c)(3)Supporting Organization to Episcopal Senior Communities$415,366
Community Housing Incpalo alto, CA501(c)(3)Affordable Housing Assistance$60,733
Jennings Senior Housing IncWAlnut creek, CA501(c)(3)Affordable Housing Assistance$42,161
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$285,790
Fundraising Direct Expenses$90,439
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
golf tournament$303,590$285,790$79,535$206,255
Total Events$303,590$285,790$90,439$195,351
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
CRT & CGA Liability$3,763,990
Due to EPISCOPAL SENIOR COMMUNITIES$241,427
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 6

“Episcopal Senior Communities (ESC) is the sole corporate member of Episcopal Senior Communities Foundation (ESCF). ESC has the right to appoint all the members of ESCF and the right to determine the distribution of assets on the liquidation of ESCF.”

Form 990, Part VI, Section A, line 7A

“The board shall consist of a range between five (5) and twenty-five (25) members, the actual number to be fixed from time to time by resolution of the Board of the Corporation. The members of the Board shall be appointed by the Member.”

Form 990, Part VI, Section A, line 7B

“See response to Form 990, Part VI, Question 6.”

Form 990, Part VI, Section A, line 8B

“Episcopal Senior Communities Foundation does not have committees to act on behalf of the governing body.”

Form 990, Part VI, Section B, line 11

“Cfo and general counsel conducted a complete and thorough review of the form 990. An electronic copy of the form 990 was sent via email directly to each board member for their review and comments prior to filing with the internal revenue service.”

Form 990, Part VI, Section B, line 12C

“The conflict of interest policy is reviewed on a transaction basis. The policy applies to all interested persons including any director, principal officer, or member of a committee with board-delegated powers who has a direct or indirect financial interest in the organization. Any officer or board member having a possible conflict of interest in any matter must disclose the existence and nature of the conflict. After disclosure of a potential conflict of interest to the board, the interested officer or board member would leave the board meeting while the conflict of interest is discussed and/or voted upon. The remaining board members shall decide if a conflict of interest exists.”

Form 990, Part VI, Section C, line 19

“THE AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION's WEBSITE, JTM-ESC.ORG. THE GOVERNING/ORGANIZING DOCUMENTS and conflict of interest policy ARE AVAILABLE UPON REQUEST.”

Filing and Contact Details

Filer

Filer Name
Episcopal Senior Communities Foundation
EIN
46-0502111
Phone
9259567400
Address
2185 N California Blvd Suite 575, Walnut Creek, CA 94596

Signing Officer

Name
Kevin Gerber
Title
President/CEO
Phone
9259567400
Signed
2016-08-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kevin Gerber
Formed
2002
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
10
Volunteers
25

Preparer

Firm
Moss Adams LLP
Address
101 Second Street Suite 900, San Francisco, CA 94105
Preparer
Renie Burbank
Phone
4159561500
Supplemental Narrative

Additional Explanations

Form 990, Part IX, line 11G

“Other Fees: Program service expenses 0. Management and general expenses 36,750. Fundraising expenses 0. Total expenses 36,750.”

Form 990, Part XI, line 9:

“Changes in split interest gift agreements -255,571.”

Form 990, Part XII, Line 2C

“Audit Committee has OVERSIGHT for the consolidated financial statements - There have been no changes to this process from prior year.”

Financial Statement Notes

Part V, Line 4:

“Endowment fund earnings are used for atrium at slv and assistance for residents. $158,784 is the nutter fund for the slv atrium; $10,000 is for webster house byrd fund; and $495,636 is for assistance funds.”

Part X, Line 2:

“The Foundation adopted the provisions of the Accounting Standards Codification ("ASC") Topic 740-10, Income Taxes, relating to accounting for uncertain tax positions, which had no financial statement impact to ESCF. ESCF recognizes the tax benefit from uncertain tax positions only if it is more likely than not that the tax positions will be sustained on examination by the tax authorities, based on the technical merits of the position. The tax benefit is measured based on the largest benefit that has a greater than 50% likelihood of being realized upon ultimate settlement. ESCF recognizes interest and penalties related to income tax matters in operating expenses.”

Part XI, Line 2D - Other Adjustments:

“Changes in split interest gift agreements -255,571.”

Part XI, Line 4B - Other Adjustments:

“Reclass of special event expenses -90,439.”

Part XII, Line 2D - Other Adjustments:

“Reclass of special event expenses 90,439.”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Ex offico ESC BOD
IRS990/Form990PartVIISectionAGrp/TitleTxt7President, CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt8Gen'l Counsel, Chf Risk Off'r
IRS990/Form990PartVIISectionAGrp/TitleTxt9Secretary, Sr VP Org'l Advmt
IRS990/Form990PartVIISectionAGrp/TitleTxt10Treasurer, CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt11VP Human Resources
IRS990/Form990PartVIISectionAGrp/TitleTxt12VP of Outreach Programs
IRS990/Form990PartVIISectionAGrp/TitleTxt13Sr. Director
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IRS990/OrganizationFollowsSFAS117Ind0X
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IRS990/OtherChangesInNetAssetsAmt0-255571
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt067731
IRS990/OtherEmployeeBenefitsGrp/TotalAmt067731
IRS990/OtherExpensesGrp/Desc0Social programs
IRS990/OtherExpensesGrp/Desc1DONOR APPRECIATION
IRS990/OtherExpensesGrp/Desc2Miscellaneous expenses
IRS990/OtherExpensesGrp/Desc3TAXES & LICENSES
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1781
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2296
IRS990/OtherExpensesGrp/ProgramServicesAmt0716217
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IRS990/OtherExpensesGrp/TotalAmt157300
IRS990/OtherExpensesGrp/TotalAmt2781
IRS990/OtherExpensesGrp/TotalAmt3296
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IRS990/PYOtherRevenueAmt0144195
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IRS990/ReportOtherLiabilitiesInd01
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IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
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IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
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Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,148,282
Liabilities
$4,146,153
Net assets
$10,002,129
Revenue
$3,670,057
Expenses
$2,172,951
Net income
$1,497,106
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$7.79$6.22$1.57
2021Detailed filing. Detailed filing data is available for this year.$15.2$4.86$10.4$5.43$5.67$0.24
2020Detailed filing. Detailed filing data is available for this year.$14.3$4.47$9.83$6.23$6.14$0.08
2019Detailed filing. Detailed filing data is available for this year.$14.6$4.14$10.5$5.27$5.73$0.46
2018Summary only. Only limited summary data is available for this year.$15.0$4.17$10.8$2.96$2.24$0.72
2017Detailed filing. Detailed filing data is available for this year.$13.9$3.98$9.96$2.14$2.14$0.01
2016Detailed filing. Detailed filing data is available for this year.$14.1$4.15$10.0$3.67$2.17$1.50
2015Detailed filing. Detailed filing data is available for this year.$12.5$3.56$8.97$3.38$3.35$0.03
2014Detailed filing. Detailed filing data is available for this year.$13.3$3.94$9.41$2.58$3.02$0.44
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.0$4.15$9.86$2.42$2.92$0.50
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.6$3.98$10.6$2.25
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.6$5.41$11.2$1.78