Civic Intelligence

Sunny View Lutheran Home

990 • Fiscal year 2018 • EIN 94-1542379

Apr 01, 2017 to Mar 31, 2018 • Filed on Feb 12, 2019

Organization ProfileN/A

View Organization Page

22445 Cupertino RoadCupertino, CA 95014

(408) 253-4300

Siviq Scores

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

Liabilities / Assets

55th percentile

0.12x

Higher debt load relative to assets than 55% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

63rd percentile

0.19x

Higher debt load relative to revenue than 63% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

85th percentile

33%

Higher net margin than 85% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

99th percentile

$1,211,404

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 43.2% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

74th percentile

12%

Faster asset growth than 74% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

32nd percentile

-3.1%

Faster revenue growth than 32% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$4,418,540

Up $460,469 (+12%) from 2017

Net Assets

Up

$3,893,828

Up $935,604 (+32%) from 2017

Liabilities

Down

$524,712

Down $475,135 (-48%) from 2017

Revenue And Expenses
Liabilities / Revenue63rd percentileNet Margin85th percentile

Revenue

Down

$2,805,820

Down $89,583 (-3.1%) from 2017

Expenses

Up

$1,870,216

Up $32,108 (+1.7%) from 2017

Net Income

Down

$935,604

Down $121,691 (-12%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth74th percentile

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

$15M$10M$5.0M$0Assets 2011: $3,492,863Liabilities 2011: $1,942,724Net Assets 2011: $1,550,1392011Assets 2012: $3,449,892Liabilities 2012: $1,794,551Net Assets 2012: $1,655,3412012Assets 2013: $3,382,076Liabilities 2013: $1,717,446Net Assets 2013: $1,664,6302013Assets 2014: $3,267,627Liabilities 2014: $1,565,536Net Assets 2014: $1,702,0912014Assets 2015: $3,176,540Liabilities 2015: $1,322,082Net Assets 2015: $1,854,4582015Assets 2016: $3,088,983Liabilities 2016: $1,188,054Net Assets 2016: $1,900,9292016Assets 2017: $3,958,071Liabilities 2017: $999,847Net Assets 2017: $2,958,2242017Assets 2018: $4,418,540Liabilities 2018: $524,712Net Assets 2018: $3,893,8282018Assets 2019: $5,192,768Liabilities 2019: $345,343Net Assets 2019: $4,847,4252019Assets 2020: $6,030,783Liabilities 2020: $203,253Net Assets 2020: $5,827,5302020Assets 2021: $7,149,797Liabilities 2021: $297,136Net Assets 2021: $6,852,6612021Assets 2022: $7,866,473Liabilities 2022: $253,954Net Assets 2022: $7,612,5192022Assets 2023: $10,499,970Liabilities 2023: $2,073,059Net Assets 2023: $8,426,9112023Assets 2024: $11,010,835Liabilities 2024: $1,990,031Net Assets 2024: $9,020,8042024Assets 2025: $11,987,535Liabilities 2025: $1,901,020Net Assets 2025: $10,086,5152025

Highlighted filing

2018

Assets$4,418,540
Liabilities$524,712
Net Assets$3,893,828
Open 2018 Filing

Operations Trend

Revenue Growth32nd percentile

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

$4.0M$3.0M$2.0M$1.0M$0Revenue 2011: $1,721,057Expenses 2011: $1,673,750Net Income 2011: $47,3072011Revenue 2012: $1,743,639Expenses 2012: $1,638,437Net Income 2012: $105,2022012Revenue 2013: $1,759,404Expenses 2013: $1,750,115Net Income 2013: $9,2892013Revenue 2014: $1,802,559Expenses 2014: $1,765,098Net Income 2014: $37,4612014Revenue 2015: $1,716,008Expenses 2015: $1,563,641Net Income 2015: $152,3672015Revenue 2016: $1,845,052Expenses 2016: $1,798,581Net Income 2016: $46,4712016Revenue 2017: $2,895,403Expenses 2017: $1,838,108Net Income 2017: $1,057,2952017Revenue 2018: $2,805,820Expenses 2018: $1,870,216Net Income 2018: $935,6042018Revenue 2019: $2,869,449Expenses 2019: $1,915,852Net Income 2019: $953,5972019Revenue 2020: $2,938,300Expenses 2020: $1,958,195Net Income 2020: $980,1052020Revenue 2021: $2,987,155Expenses 2021: $1,962,024Net Income 2021: $1,025,1312021Revenue 2022: $2,753,437Expenses 2022: $1,993,579Net Income 2022: $759,8582022Revenue 2023: $2,848,302Expenses 2023: $2,033,910Net Income 2023: $814,3922023Revenue 2024: $3,018,357Expenses 2024: $2,434,090Net Income 2024: $584,2672024Revenue 2025: $3,165,862Expenses 2025: $2,100,151Net Income 2025: $1,065,7112025

Highlighted filing

2018

Revenue$2,805,820
Expenses$1,870,216
Net Income$935,604
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2017 to Mar 31, 2018
Signed
Feb 12, 2019
Return Version
2017v2.3
Gross Receipts
$2,805,820
Mission and Program Overview

Mission

Provide services to residents with limited means, residing in a 100-unit senior living facility.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,708,182$2,061,419▲ $353,237
Investments in Publicly Traded Securities$1,506,987$1,663,564▲ $156,577
Cash and Non-Interest-Bearing Accounts$706,232$642,507▼ $63,725
Prepaid Expenses and Deferred Charges$10,417$15,935▲ $5,518
Accounts Receivable$1,964$10,535▲ $8,571
Savings and Temporary Cash Investments$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$3,958,071$4,418,540▲ $460,469
Other Assets Total$24,289$24,580▲ $291
Liabilities
Mortgage Notes Payable Secured by Investment Property$566,131$343,181▼ $222,950
Accounts Payable and Accrued Expenses$433,716$181,531▼ $252,185
Grants Payable$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$999,847$524,712▼ $475,135
Net Assets / Fund Balance
Unrestricted Net Assets$2,958,224$3,893,828▲ $935,604
Permanently Rstr Net Assets$0$0→ $0
Temporarily Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$2,958,224$3,893,828▲ $935,604
Total Liabilities and Net Assets / Fund Balance$3,958,071$4,418,540▲ $460,469

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,008,448$4,726,042$6,734,490
Land$52,971-$52,971
Compensation and Service Providers
Top Officer Pay99th percentile

Employees

NameTitleOtherTotal
Nancy SpringPresident (thru 6/17)$105,816$105,816
Eduardo SalvadorCFO/Secretary (as of 10/17)$77,410$77,410
Soraya DiazPresident (as of 01/17)$62,406$62,406
Jennifer PerryBoard Chair$12,000$12,000

Board Members and Trustees

NameTitle
John WoodwardCEO/Director
Joseph ButlerAssistant Secretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,788,780
Investment Income
$17,040
Other Revenue
$0
Change in Net Assets
$935,604
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,497,605
Salaries, Compensation, and Employee Benefits$372,611
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$80,890$181,829-$262,719
Depreciation Depletion$243,680--$243,680
Office Expenses$72,429$77,891-$150,320
Occupancy$137,741--$137,741
Other Expenses$75,588$20,240-$95,828
Other Employee Benefits-$86,965-$86,965
Fees for Services Other$79,312--$79,312
Fees for Services Management-$72,000-$72,000
Insurance$35,200--$35,200
Interest$30,706--$30,706
Fees for Services Accounting-$25,572-$25,572
Payroll Taxes-$22,927-$22,927
Travel$3,823$10,472-$14,295
All Other Expenses$7,798$3,293-$11,091
Fees for Service Investment Mgmnt Fees-$705-$705
Total Functional Expenses$1,368,322$501,894$0$1,870,216
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
No
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
No
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The 990 is reviewed by the cfo of front porch communities and services, who is a board member of sunny view lutheran home.”

Form 990, Part VI, Section C, Line 19

“Sunny view lutheran home does not make its governing documents available to the public. Its financial statements are included in the audited financial statements of front porch communities and services, which are publicly available at www.frontporch.net”

Filing and Contact Details

Filer

Filer Name
Sunny View Lutheran Home
EIN
94-1542379
In Care Of
% JENNIE LA
Phone
4082534300
Address
22445 CUPERTINO ROAD, CUPERTINO, CA 95014

Signing Officer

Name
Eduardo Salvador
Title
CFO
Signed
2019-02-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Soraya Diaz
Formed
1958
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
1
Employees
6
Volunteers
0

Preparer

Firm
Bkd Llp
Address
6120 S Yale 1400, Tulsa, OK 74136-4223
Preparer
Amy M Catcher
Phone
9185842900
Raw XML AppendixShowing 400 of 542 raw XML fields

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

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0433716
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0181531
IRS990/AccountsReceivableGrp/BOYAmt01964
IRS990/AccountsReceivableGrp/EOYAmt010535
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0PROVIDE SERVICES TO RESIDENTS WITH LIMITED MEANS, RESIDING IN A 100-UNIT SENIOR LIVING FACILITY.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt03293
IRS990/AllOtherExpensesGrp/ProgramServicesAmt07798
IRS990/AllOtherExpensesGrp/TotalAmt011091
IRS990/AuditCommitteeInd0false
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0JENNIE LA
IRS990/BooksInCareOfDetail/PhoneNum06263002450
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt03204 ROSEMEAD BLVD
IRS990/BooksInCareOfDetail/USAddress/CityNm0EL MONTE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd091731
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0706232
IRS990/CashNonInterestBearingGrp/EOYAmt0642507
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0true
IRS990/CostOfGoodsSoldAmt00
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt017040
IRS990/CYOtherExpensesAmt01497605
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt02788780
IRS990/CYRevenuesLessExpensesAmt0935604
IRS990/CYSalariesCompEmpBnftPaidAmt0372611
IRS990/CYTotalExpensesAmt01870216
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02805820
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt00
IRS990/DeferredRevenueGrp/EOYAmt00
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0243680
IRS990/DepreciationDepletionGrp/TotalAmt0243680
IRS990/Desc0DIETARY SERVICES: $269,997 RESIDENTIAL SERVICES: $75,588 FACILITY OPERATING COSTS (UTILITIES AND GROUNDS): $647,493 DEPRECIATION AND INTEREST: $274,386 ADMINISTRATIVE SERVICES AND OTHER: $100,857
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt06
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountLiabilityGrp/BOYAmt00
IRS990/EscrowAccountLiabilityGrp/EOYAmt00
IRS990/ExpenseAmt01368322
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt025572
IRS990/FeesForServicesAccountingGrp/TotalAmt025572
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt072000
IRS990/FeesForServicesManagementGrp/TotalAmt072000
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt079312
IRS990/FeesForServicesOtherGrp/TotalAmt079312
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt0705
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0705
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt01.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt240.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt340.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt41.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt51.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.0
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1157655
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2256
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt310012
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt513936
IRS990/Form990PartVIISectionAGrp/PersonNm0Jennifer Perry
IRS990/Form990PartVIISectionAGrp/PersonNm1John Woodward
IRS990/Form990PartVIISectionAGrp/PersonNm2Eduardo Salvador
IRS990/Form990PartVIISectionAGrp/PersonNm3Joseph Butler
IRS990/Form990PartVIISectionAGrp/PersonNm4Nancy Spring
IRS990/Form990PartVIISectionAGrp/PersonNm5Soraya Diaz
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt012000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt11053749
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt277154
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt3395909
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt4105816
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt548470
IRS990/Form990PartVIISectionAGrp/TitleTxt0Board Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt1CEO/Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2CFO/Secretary (as of 10/17)
IRS990/Form990PartVIISectionAGrp/TitleTxt3Assistant Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt4President (thru 6/17)
IRS990/Form990PartVIISectionAGrp/TitleTxt5President (as of 01/17)
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01958
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt00
IRS990/GamingActivitiesInd0false
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt00
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt02805820
IRS990/GrossSalesOfInventoryAmt00
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt01
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ProgramServicesAmt035200
IRS990/InsuranceGrp/TotalAmt035200
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/ProgramServicesAmt030706
IRS990/InterestGrp/TotalAmt030706
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt017040
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt017040
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01506987
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01663564
IRS990/IRPDocumentCnt07
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt04726042
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01708182
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02061419
IRS990/LandBldgEquipCostOrOtherBssAmt06787461
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0PROVIDE SERVICES TO RESIDENTS WITH LIMITED MEANS, RESIDING IN A 100-UNIT SENIOR LIVING FACILITY.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0566131
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0343181
IRS990/NetAssetsOrFundBalancesBOYAmt02958224
IRS990/NetAssetsOrFundBalancesEOYAmt03893828
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt0137741
IRS990/OccupancyGrp/TotalAmt0137741
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt077891
IRS990/OfficeExpensesGrp/ProgramServicesAmt072429
IRS990/OfficeExpensesGrp/TotalAmt0150320
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt024289
IRS990/OtherAssetsTotalGrp/EOYAmt024580
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt086965
IRS990/OtherEmployeeBenefitsGrp/TotalAmt086965
IRS990/OtherExpensesGrp/Desc0Food
IRS990/OtherExpensesGrp/Desc1REPAIRS, MAINTENANCE & GROUNDS
IRS990/OtherExpensesGrp/Desc2SECURITY
IRS990/OtherExpensesGrp/Desc3RESIDENT SERVICES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt020240
IRS990/OtherExpensesGrp/ProgramServicesAmt0269997
IRS990/OtherExpensesGrp/ProgramServicesAmt1220225
IRS990/OtherExpensesGrp/ProgramServicesAmt2110933
IRS990/OtherExpensesGrp/ProgramServicesAmt375588
IRS990/OtherExpensesGrp/TotalAmt0269997
IRS990/OtherExpensesGrp/TotalAmt1220225
IRS990/OtherExpensesGrp/TotalAmt2110933
IRS990/OtherExpensesGrp/TotalAmt395828
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0181829
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt080890
IRS990/OtherSalariesAndWagesGrp/TotalAmt0262719
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt022927
IRS990/PayrollTaxesGrp/TotalAmt022927
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt00
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt010417
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt015935
IRS990/PrincipalOfficerNm0SORAYA DIAZ
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0623000
IRS990/ProgramServiceRevenueGrp/Desc0Resident and Net Patient Services
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02788780
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02788780
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0154288
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt01510938
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt02741115
IRS990/PYRevenuesLessExpensesAmt01057295
IRS990/PYSalariesCompEmpBnftPaidAmt0327170
IRS990/PYTotalExpensesAmt01838108
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02895403
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0935604
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt02788780
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02788780
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02741115
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01835281
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01771522
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01794799
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt010931497
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt017040
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt011147
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt09771
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt09554
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt07760
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt055272
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt017040
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt011147
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt09771
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt09554
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt07760
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt055272
IRS990ScheduleA/InvestmentIncomeCYPct00.00503
IRS990ScheduleA/InvestmentIncomePYPct00.00440
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99497
IRS990ScheduleA/PublicSupportPY509Pct00.99560
IRS990ScheduleA/PublicSupportTotal509Amt010931497
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt02788780
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt02741115
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01835281
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01771522
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01794799
IRS990ScheduleA/Total509Grp/TotalAmt010931497
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt02805820
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt02752262
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01845052
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01781076
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01802559
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt010986769
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt02008448
IRS990ScheduleD/BuildingsGrp/DepreciationAmt04726042
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt06734490
IRS990ScheduleD/LandGrp/BookValueAmt052971
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt052971
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02061419
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/CompensationCommitteeInd0X
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/IndependentConsultantInd0X
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt0380000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt196464
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0637500
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1277699
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt0156027
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt17950
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt01628
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt12062
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt036249
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt121746
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0John Woodward
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1Joseph Butler
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CEO/Director
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1Assistant Secretary
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,418,540
Liabilities
$524,712
Net assets
$3,893,828
Revenue
$2,805,820
Expenses
$1,870,216
Net income
$935,604
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$12.0$1.90$10.1$3.17$2.10$1.07
2024Detailed filing. Detailed filing data is available for this year.$11.0$1.99$9.02$3.02$2.43$0.58
2023Detailed filing. Detailed filing data is available for this year.$10.5$2.07$8.43$2.85$2.03$0.81
2022Detailed filing. Detailed filing data is available for this year.$7.87$0.25$7.61$2.75$1.99$0.76
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.15$0.30$6.85$2.99$1.96$1.03
2020Detailed filing. Detailed filing data is available for this year.$6.03$0.20$5.83$2.94$1.96$0.98
2019Detailed filing. Detailed filing data is available for this year.$5.19$0.35$4.85$2.87$1.92$0.95
2018Detailed filing. Detailed filing data is available for this year.$4.42$0.52$3.89$2.81$1.87$0.94
2017Detailed filing. Detailed filing data is available for this year.$3.96$1.00$2.96$2.90$1.84$1.06
2016Summary only. Only limited summary data is available for this year.$3.09$1.19$1.90$1.85$1.80$0.05
2015Summary only. Only limited summary data is available for this year.$3.18$1.32$1.85$1.72$1.56$0.15
2014Summary only. Only limited summary data is available for this year.$3.27$1.57$1.70$1.80$1.77$0.04
2013Summary only. Only limited summary data is available for this year.$3.38$1.72$1.66$1.76$1.75$0.01
2012Summary only. Only limited summary data is available for this year.$3.45$1.79$1.66$1.74$1.64$0.11
2011Summary only. Only limited summary data is available for this year.$3.49$1.94$1.55$1.72$1.67$0.05