Liabilities / Assets
29th percentile
Higher debt load relative to assets than 29% of similar nonprofits.
Senior Resources of the West
990 • Fiscal year 2017 • EIN 94-1591805
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.06x
Liabilities / Revenue
73rd percentile
Higher debt load relative to revenue than 73% of similar nonprofits.
Net Margin
2nd percentile
Higher net margin than 2% of similar nonprofits.
Top Officer Pay
92nd percentile
Higher top officer pay than 92% of similar nonprofits.
Top officer pay equals 35.2% of source-year revenue.
Asset Growth
1st percentile
Faster asset growth than 1% of similar nonprofits.
Revenue Growth
10th percentile
Faster revenue growth than 10% of similar nonprofits.
Balance Sheet
Assets
Down$17,258,736
Down $19,152,998 (-53%) from 2016
Net Assets
Down$16,206,937
Down $3,866,507 (-19%) from 2016
Liabilities
Down$1,051,799
Down $15,286,491 (-94%) from 2016
Revenue And Expenses
Revenue
Down$1,556,758
Down $449,515 (-22%) from 2016
Expenses
Up$4,374,392
Up $137,712 (+3.3%) from 2016
Net Income
Down-$2,817,634
Down $587,227 (-26%) from 2016
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Apr 1, 2016 to Mar 31, 2017
- Signed
- Aug 14, 2017
- Return Version
- 2016v3.0
- Gross Receipts
- $8,146,120
Mission and Program Overview
Mission
The purpose of Senior Resources of the West is to support its affiliates' missions by identifying, funding, and developing strategic growth opportunities in quality non-profit senior housing and support services.
Balance Sheet Detail
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Savings and Temporary Cash Investments | $18,963,073 | $11,898,507 | ▼ $7,064,566 |
| Land, Buildings, and Equipment, Net | $9,666,073 | $0 | ▼ $9,666,073 |
| Investments in Publicly Traded Securities | $3,190,656 | $3,338,123 | ▲ $147,467 |
| Intangible Assets | $930,561 | $0 | ▼ $930,561 |
| Accounts Receivable | $1,954,493 | $579,625 | ▼ $1,374,868 |
| Cash and Non-Interest-Bearing Accounts | $27,201 | $38,100 | ▲ $10,899 |
| Prepaid Expenses and Deferred Charges | $6,428 | $0 | ▼ $6,428 |
| Total Assets | $36,411,734 | $17,258,736 | ▼ $19,152,998 |
| Other Assets Total | $1,673,249 | $1,404,381 | ▼ $268,868 |
| Liabilities | |||
| Deferred Revenue | $1,677,433 | $0 | ▼ $1,677,433 |
| Other Liabilities | $14,461,171 | $655,171 | ▼ $13,806,000 |
| Accounts Payable and Accrued Expenses | $199,686 | $396,628 | ▲ $196,942 |
| Total Liabilities | $16,338,290 | $1,051,799 | ▼ $15,286,491 |
| Net Assets / Fund Balance | |||
| Unrestricted Net Assets | $20,073,444 | $16,206,937 | ▼ $3,866,507 |
| Total Net Assets Fund Balance | $20,073,444 | $16,206,937 | ▼ $3,866,507 |
| Total Liabilities and Net Assets / Fund Balance | $36,411,734 | $17,258,736 | ▼ $19,152,998 |
Asset Categories
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Other Assets Org | $500,000 | - | - |
Endowment Activity
| Period | Beginning | Contrib. | Gain/Loss | Other Uses | End |
|---|---|---|---|---|---|
| 2017 | $10,000 | - | - | - | $10,000 |
| 2016 | $10,000 | - | - | - | $10,000 |
| 2015 | - | $10,000 | - | - | $10,000 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Tobin William C | General Counsel, Chief Risk Officer | PT | $112,935 | $81,193 | $194,128 |
| Powell Tracy | VP of Outreach Programs | PT | $75,848 | $45,217 | $121,065 |
| Jamison Diana | Treasurer, CFO | PT | $53,082 | $32,881 | $85,963 |
| Gerber Kevin | President, CEO | - | $26,295 | $14,823 | $41,118 |
| Campbell Dee Ann | SR. VP ORG'L ADV. (thru 12/16) | - | $19,280 | $20,215 | $39,495 |
| Schaefer Ron | VP/Chief Operating Officer | - | $24,288 | $10,112 | $34,400 |
| Dana Christopher | VP of IT | - | $11,577 | $8,771 | $20,348 |
| Oliveri Rick | VP Human Resources (THRU 1/17) | - | $11,817 | $4,437 | $16,254 |
Board Members and Trustees
| Name | Title |
|---|---|
| Dunckel Peter | Chairman |
| Burns-Johnson Anne | Director |
| Colwell Mary Anna | Director |
| Roderick Sue | Director |
| Tornquist John | Director |
| McMullin Mary | SR. VP ORG'L ADV. (starting 2/17) |
| Brinton Prab | VP Human Resources (starting 1/17) |
Highest Paid Contractors
| Contractor | Services | Location | Compensation |
|---|---|---|---|
| Morgan Lewis | Legal Services | One Market Spear St Tower, San Francisco, CA 94105 | $632,680 |
| Hkit Architects | Architect Services | 538 Ninth St Suite 240, Oakland, CA 94607 | $321,333 |
| Greenbrier Development | Contruction Services | 3232 McKinney Ave Suite 1160, Dallas, TX 75204 | $302,855 |
| Cochett Pitre & Mccarthyllp | Legal Services | 840 Malcom Rd Suite 200, Burlingame, CA 94010 | $300,000 |
| Levlane | Marketing Services | 100 Penn Square East, Philadelphia, PA 19107 | $267,484 |
Revenue and Support
Revenue Composition
- Contributions and Grants
- $0
- Program Service Revenue
- $1,398,002
- Investment Income
- $157,578
- Other Revenue
- $1,178
- Change in Net Assets
- $-2,817,634
Expenses and Functional Allocation
Major Expense Lines
| Line Item | Amount |
|---|---|
| Other Expenses | $2,615,454 |
| Salaries, Compensation, and Employee Benefits | $1,758,938 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Total Fundraising Expense | $0 |
Functional Expense Allocation
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Fees for Services Legal | - | $1,809,130 | - | $1,809,130 |
| Other Salaries and Wages | $922,712 | - | - | $922,712 |
| Current Officers, Directors, Trustees, and Key Employees | - | $585,502 | - | $585,502 |
| Occupancy | $107,063 | - | - | $107,063 |
| Payroll Taxes | $103,563 | - | - | $103,563 |
| Information Technology | $95,339 | - | - | $95,339 |
| Advertising | $91,050 | - | - | $91,050 |
| Pension Plan Contributions | $84,450 | - | - | $84,450 |
| Fees for Services Other | $79,637 | - | - | $79,637 |
| Other Employee Benefits | $62,711 | - | - | $62,711 |
| Fees for Services Accounting | - | $53,694 | - | $53,694 |
| Office Expenses | $33,825 | - | - | $33,825 |
| Fees for Services Management | - | $20,000 | - | $20,000 |
| Other Expenses | $12,937 | - | - | $12,937 |
| Travel | $12,071 | - | - | $12,071 |
| Insurance | $9,383 | - | - | $9,383 |
| Total Functional Expenses | $1,906,066 | $2,468,326 | $0 | $4,374,392 |
Fundraising, Events, and Gaming
- Fundraising activities
- No
- Gaming activities
- No
- Professional fundraiser used
- No
Fundraising and Gaming Totals
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
Political and Lobbying Activity
- Political campaign activity
- No
- Lobbying activity
- No
- Subject to proxy tax
- No
Debt and Bond Financing
Other Reported Liabilities
| Liability | Amount |
|---|---|
| Due to Affiliates | $647,063 |
| Other Liabilities | $8,108 |
Governance and Compliance
Governance Checklist
- Compiled or reviewed by an accountant
- No
- Annual disclosure for covered persons
- Yes
- Audit committee
- 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
- No
- Management duties delegated
- No
Governance Explanations
Form 990, Part VI, Section A, line 8B
“Senior Resources of the West does not have committees to act on behalf of the governing body.”
Form 990, Part VI, Section B, line 11B
“Cfo and general counsel conducted a complete and thorough review of the form 990. An electronic copy of the form 990 was posted on the organization's internal website for board review and additionally, 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
- Senior Resources of the West
- EIN
- 94-1591805
- Phone
- 9259567400
- Address
- 2185 N California Blvd No 575, Walnut Creek, CA 94596
Signing Officer
- Name
- Kevin Gerber
- Title
- CEO
- Phone
- 9259567400
- Signed
- 2017-08-14
- Discuss with paid preparer
- Yes
Organization Details
- Principal Officer
- Kevin Gerber
- Formed
- 1963
- Legal Domicile
- CA
- Voting Board Members
- 5
- Independent Board Members
- 5
- Employees
- 137
- Volunteers
- 15
Preparer
- Firm
- Moss Adams LLP
- Address
- 101 Second Street Suite 900, San Francisco, CA 94105
- Preparer
- Tracy S Paglia
- Phone
- 4159561500
Supplemental Narrative
Additional Explanations
Form 990, PART IX
“STATEMENT OF FUNCTIONAL EXPENSES: ADMINSTRATIVE OVERHEAD is TREATED AS PROGRAM EXPENSE IN THAT THE ALLOCATED OVERHEAD IS RELATED TO THE EXECUTIVE TIME SPENT IDENTIFYING GROWTH OPPORTUNITIES IN SUPPORT OF THE MISSIONS OF THE SUPPORTED ORGANIZATIONS, PERFORMING DUE DILIGENCE ON VARIOUS POTENTIAL PROJECTS, AND DESIGNING FINANCING SCHEMES TO EXPAND OR BUILD NEW AFFORDABLE HOUSING COMMUNITIES OR CONTINUING CARE RETIREMENT COMMUNITIES. DEVELOPER FEES OR OTHER COMPENSATION TO THE PARENT WOULD BE TREATED AS PROGRAM REVENUE (AS WOULD THE EXPENSES BE TREATED AS PROGRAM RELATED).”
Form 990, Part XI, line 9:
“Beginning of year net asset transfer of wh interests to srw -1,197,715.”
Financial Statement Notes
Part V, Line 4:
“Endowment funds of $10,000 is for webster house byrd fund.”
Part X, Line 2:
“The Corporation adopted the provisions of ASC Topic 740-10, Income Taxes, relating to accounting for uncertain tax positions on April 1, 2009, which had no financial statement impact to the Corporation. The Corporation 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. The Corporation recognizes interest and penalties related to income tax matters in operating expenses. At March 31, 2017, there were no such uncertain tax positions.”
Raw XML AppendixShowing 400 of 883 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 |
|---|---|---|
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| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 199686 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 396628 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 1954493 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 579625 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | THE PURPOSE OF Senior Resources of the West IS TO SUPPORT ITS AFFILIATES' MISSIONS BY IDENTIFYING, FUNDING, AND DEVELOPING STRATEGIC GROWTH OPPORTUNITIES IN QUALITY NON-PROFIT SENIOR HOUSING AND SUPPORT SERVICES. |
| IRS990/AdvertisingGrp/ProgramServicesAmt | 0 | 91050 |
| IRS990/AdvertisingGrp/TotalAmt | 0 | 91050 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | 1 |
| IRS990/AuditCommitteeInd | 0 | 1 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | DIANA JAMISON |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 9259567400 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 2185 N California Blvd Ste 575 |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | Walnut Creek |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 94596 |
| IRS990/BusinessRlnWithFamMemInd | 0 | 0 |
| IRS990/BusinessRlnWithOfficerEntInd | 0 | 0 |
| IRS990/BusinessRlnWithOrgMemInd | 0 | 0 |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 27201 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 38100 |
| IRS990/ChangeToOrgDocumentsInd | 0 | 0 |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 6 |
| IRS990/CollectionsOfArtInd | 0 | 0 |
| IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt | 0 | 585502 |
| IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt | 0 | 585502 |
| IRS990/CompensationFromOtherSrcsInd | 0 | 0 |
| IRS990/CompensationProcessCEOInd | 0 | 0 |
| IRS990/CompensationProcessOtherInd | 0 | 0 |
| IRS990/ConflictOfInterestPolicyInd | 0 | 1 |
| IRS990/ConservationEasementsInd | 0 | 0 |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | 1 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 0 | 632680 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 1 | 321333 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 2 | 302855 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 3 | 300000 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 4 | 267484 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 0 | One Market Spear St Tower |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 1 | 538 Ninth St Suite 240 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 2 | 3232 McKinney Ave Suite 1160 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 3 | 840 Malcom Rd Suite 200 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 4 | 100 Penn Square East |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 0 | SAN FRANCISCO |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 1 | OAKLAND |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 2 | DALLAS |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 3 | BURLINGAME |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 4 | PHILADELPHIA |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 1 | CA |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 2 | TX |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 3 | CA |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 4 | PA |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 0 | 94105 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 1 | 94607 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 2 | 75204 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 3 | 94010 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 4 | 19107 |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 0 | MORGAN LEWIS |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 1 | HKIT ARCHITECTS |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 2 | Greenbrier Development |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 3 | COCHETT PITRE & MCCARTHYLLP |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 4 | LEVLANE |
| IRS990/ContractorCompensationGrp/ServicesDesc | 0 | LEGAL SERVICES |
| IRS990/ContractorCompensationGrp/ServicesDesc | 1 | ARCHITECT SERVICES |
| IRS990/ContractorCompensationGrp/ServicesDesc | 2 | CONTRUCTION SERVICES |
| IRS990/ContractorCompensationGrp/ServicesDesc | 3 | LEGAL SERVICES |
| IRS990/ContractorCompensationGrp/ServicesDesc | 4 | MARKETING SERVICES |
| IRS990/CreditCounselingInd | 0 | 0 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 157578 |
| IRS990/CYOtherExpensesAmt | 0 | 2615454 |
| IRS990/CYOtherRevenueAmt | 0 | 1178 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 1398002 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | -2817634 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 1758938 |
| IRS990/CYTotalExpensesAmt | 0 | 4374392 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 1556758 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 0 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 0 |
| IRS990/DeferredRevenueGrp/BOYAmt | 0 | 1677433 |
| IRS990/DeferredRevenueGrp/EOYAmt | 0 | 0 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | 0 |
| IRS990/Desc | 0 | On behalf of its subsidiary supported organizations, Senior Resources of the West continues to explore growth opportunities related to the life plan, affordable housing, and community services missions. |
| IRS990/DescribedInSection501c3Ind | 0 | 1 |
| IRS990/DisregardedEntityInd | 0 | 1 |
| IRS990/DocumentRetentionPolicyInd | 0 | 1 |
| IRS990/DonorAdvisedFundInd | 0 | 0 |
| IRS990/ElectionOfBoardMembersInd | 0 | 0 |
| IRS990/EmployeeCnt | 0 | 137 |
| IRS990/EmploymentTaxReturnsFiledInd | 0 | 1 |
| IRS990/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990/ExpenseAmt | 0 | 349062 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 0 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
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| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 53694 |
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| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 1809130 |
| IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt | 0 | 20000 |
| IRS990/FeesForServicesManagementGrp/TotalAmt | 0 | 20000 |
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| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 79637 |
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| IRS990/ForeignFinancialAccountInd | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | 0 |
| IRS990/Form8282PropertyDisposedOfInd | 0 | 0 |
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| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 2 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 3 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 4 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 5 | 37.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 6 | 36.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 7 | 24.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 8 | 32.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 9 | 37.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 10 | 37.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 11 | 37.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 12 | 37.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 13 | 21.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 14 | 36.80 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 5.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 5.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 5.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 3.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 4.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 7 | 16.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 8 | 8.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 9 | 3.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 10 | 3.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 11 | 3.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 12 | 3.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 13 | 19.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 14 | 3.20 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 6 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 7 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 8 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 9 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 117638 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 84287 |
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| IRS990/Form990PartVIISectionAGrp/TitleTxt | 8 | Treasurer, CFO |
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| IRS990/ProgSrvcAccomActy2Grp/Desc | 0 | Senior Resources @ Home is a non-medical home care program providing needed in-home personal assistance to Sonoma County seniors while supporting their health, safety, and quality of life. Specialized care teams assist seniors in dementia and Alzheimer's care, end-of-life support, Parkinson's care, and transitioning to home after discharge from the hospital or skilled nursing facility. The team also provides ongoing in-service training to invest in our caregivers' education and professional development. |
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| IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt | 0 | Lytton Gardens Sr Communities - 94-3382412, Type 12-II, Listed w/-0- support |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt | 1 | All of SRW's supporting organizations are entities recognized under 509(a)(1) and 509(a)(2) except for LGSC. LGSC is a supporting organization under 509(a)(3) that supports entities that are all under 509(a)(1) or 509(a)(2). While LGSC is a 509(a)(3) supporting organization, it passes the 509(a)(2) public support test so is qualified to be a supported organization. All of these entities are part of the related group that is reported at Schedule R. |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt | 2 | SIGNIFICANT VOICE IN INVESTMENT AND ASSETS: SRW SUPPORTS ITS SUBSIDIARY AND AFFILIATED ORGANIZATIONS (LISTED AT SCHEDULE A, PART I, LINE 11G) THAT ARE EXEMPT UNDER SECTION 509(A)(1) OR 509(A)(2) OF THE CODE. THE SUPPORTED ORGANIZATION APPOINTS TWO OF FIVE OF THE DIRECTORS OF THE ORGANIZATION AND THE PRESIDENT/CEO OF THE SUPPORTED ORGANIZATION SERVES, EX OFFICIO, AS THE PRESIDENT/CEO OF THE ORGANIZATION. EACH BENEFICIARY ORGANIZATION OF SRW HAS A SIGNIFICANT VOICE. CONSISTENT WITH THE BOARDS FIDUCIARY DUTIES, INVESTMENT POLICIES AND USE OF INCOME AND ASSETS DIRECTLY FURTHERS THE PURPOSES OF ITS SUPPORTED ORGANIZATIONS AND, BUT FOR ITS EXISTENCE OF SRW, SUCH ACTIVITIES WOULD BE CONDUCTED BY THE SUPPORTED ORGANIZATIONS THEMSELVES. DURING THE YEAR SRW TOGETHER WITH RELATED SUBSIDIARIES AND AFFILIATED ORGANIZATIONS DISCUSS INVESTMENT POLICIES AND THE ASSET MIX OF INVESTMENTS HELD BY SRW. |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt | 3 | The sole purpose of Senior Resources of the West ("SRW") as stated in its Articles of Incorporation ("Articles") is to provide financial, administrative, programmatic and other forms of support to its subsidiary and affiliated organizations which are exempt from federal income taxes under Section 501(c)(3) and which are deemed to be publicly supported charities under 509(a)(1) or (2). All of SRW's supported organizations meet the public support test. SRW is responsive to its supported organizations by dedicating its own resources and manpower to address the strategic growth initiatives which have been identified by its supported organizations. SRW does not engage in any other business or any endeavors other than at the request of its supported organizations and as provided in its Articles. |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt | 4 | In order to pursue their own strategic growth and, but for the existence of Senior Resources of the West ("SRW") as their supporting organization, each of the supported organizations would have to marshal their own expertise, financial and management resources to identify, pursue and execute on their growth initiatives. Only because of the existence of SRW can the supported organization undertake such growth without using its own resources. |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc | 0 | Part I, line 11g: supporting organizations SRW supports |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc | 1 | PART IV, SECTION a, LINE 2: |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2017 • Form 990Detailed filing. Detailed filing data is available for this year.
- Assets
- $17,258,736
- Liabilities
- $1,051,799
- Net assets
- $16,206,937
- Revenue
- $1,556,758
- Expenses
- $4,374,392
- Net income
- -$2,817,634
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