Civic Intelligence

Senior Resources of the West

990 • Fiscal year 2011 • EIN 94-1591805

Apr 01, 2010 to Mar 31, 2011 • Filed on Aug 11, 2011

Organization Profilewww.jtm-esc.org
2185 N California Blvd Suite 57594598
Siviq Scores

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

Liabilities / Assets

96th percentile

1.21x

Higher debt load relative to assets than 96% of similar nonprofits.

2011 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets96th percentile

Assets

$8,279,052

No earlier filing loaded for comparison.

Net Assets

-$1,749,613

No earlier filing loaded for comparison.

Liabilities

$10,028,665

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$355,696

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$40M$20M$0-$20MAssets 2011: $8,279,052Liabilities 2011: $10,028,665Net Assets 2011: -$1,749,6132011Assets 2012: $18,663,835Liabilities 2012: $21,031,716Net Assets 2012: -$2,367,8812012Assets 2013: $20,876,742Liabilities 2013: $23,821,692Net Assets 2013: -$2,944,9502013Assets 2014: $23,129,342Liabilities 2014: $26,692,576Net Assets 2014: -$3,563,2342014Assets 2015: $22,550,940Liabilities 2015: $26,441,045Net Assets 2015: -$3,890,1052015Assets 2016: $36,411,734Liabilities 2016: $16,338,290Net Assets 2016: $20,073,4442016Assets 2017: $17,258,736Liabilities 2017: $1,051,799Net Assets 2017: $16,206,9372017Assets 2018: $15,576,096Liabilities 2018: $119,958Net Assets 2018: $15,456,1382018Assets 2019: $15,316,688Liabilities 2019: $30,090Net Assets 2019: $15,286,5982019Assets 2020: $14,611,616Liabilities 2020: $325,349Net Assets 2020: $14,286,2672020Assets 2021: $17,576,923Liabilities 2021: $109,204Net Assets 2021: $17,467,7192021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2011

Assets$8,279,052
Liabilities$10,028,665
Net Assets-$1,749,613
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$6.0M$4.0M$2.0M$0-$2.0M-$4.0MExpenses 2011: $355,6962011Expenses 2012: $1,793,4092012Expenses 2013: $2,788,2472013Revenue 2014: $3,145,131Expenses 2014: $3,544,212Net Income 2014: -$399,0812014Revenue 2015: $3,722,000Expenses 2015: $4,050,798Net Income 2015: -$328,7982015Revenue 2016: $2,006,273Expenses 2016: $4,236,680Net Income 2016: -$2,230,4072016Revenue 2017: $1,556,758Expenses 2017: $4,374,392Net Income 2017: -$2,817,6342017Revenue 2018: $1,526,287Expenses 2018: $2,099,074Net Income 2018: -$572,7872018Revenue 2019: $516,317Expenses 2019: $772,170Net Income 2019: -$255,8532019Revenue 2020: $781,620Expenses 2020: $977,410Net Income 2020: -$195,7902020Revenue 2021: $1,329,131Expenses 2021: $1,665,316Net Income 2021: -$336,1852021Revenue 2022: $120,804Expenses 2022: $297,338Net Income 2022: -$176,5342022

Highlighted filing

2011

Revenue-
Expenses$355,696
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2010 to Mar 31, 2011
Signed
Aug 11, 2011
Return Version
2010v3.4
Gross Receipts
$3,195,927
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.

Filing and Contact Details

Filer

EIN
94-1591805
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IRS990ScheduleJ/Form990ScheduleJPartIII/Explanation0WE HAVE A 457F PLAN FOR THE FOLLOWING INDIVIDUALS. ONLY TWO INDIVIDUALS RECEIVED AMOUNTS FROM THIS PLAN LAST YEAR AND IT WAS REPORTED IN BOX 11 OF THEIR W-2. THE PARTICIPANTS OF THE PLAN SHALL BE THOSE EMPLOYEES WHO ARE ADMINISTRATORS AND OFFICERS OF ESC AND ITS AFFILIATES. ADMINISTRATORS ARE THE EXECUTIVE DIRECTORS OF THE COMMUNITIES. FROM TIME TO TIME THE BOARD MAY DESIGNATE ADDITIONAL OFFICERS AND ADMINISTRATORS. NORMA BRAMBILLA - 2010 PAYMENT: $0 DEE ANN CAMPBELL - 2010 PAYMENT: $0 KEVIN GERBER - 2010 PAYMENT: $0 CHRIS ICHIEN - 2010 PAYMENT: $0 MARILYN KENNEDY - 2010 PAYMENT: $0 JOHN MILFORD - 2010 PAYMENT: $182,282.80 TRACY POWELL - 2010 PAYMENT: $0 WILLIAM TANNER - 2010 PAYMENT: $0 WILLIAM TOBIN - 2010 PAYMENT: $127,276.06 SHARON YORK - 2010 PAYMENT: $0 HARLY NEUMANN - 2010 PAYMENT: $0 MAJORY YEAROUT - 2010 PAYMENT: $0 TINA HEANY - 2010 PAYMENT: $0
IRS990ScheduleJ/Form990ScheduleJPartIII/Explanation1SCHEDULE J, PART I: ALL OF THE EMPLOYEES LISTED ON FORM 990 PART VII SECTION A--OFFICERS, DIRECTORS, TRUSTEES, KEY EMPLOYEES AND HIGHEST COMPENSATED EMPLOYEES--ARE EMPLOYED AND COMPENSATED BY EPISCOPAL SENIOR COMMUNITIES (ESC). ESC REPORTS 100% OF THE INDIVIDUAL'S COMPENSATION ON W-2'S ISSUED BY ESC. HOWEVER, SOME OF THESE EMPLOYEES ARE ASSIGNED DUTIES FOR OTHER RELATED ORGANIZATIONS (SEE SCHEDULE R FOR ADDITIONAL INFORMATION REGARDING THESE RELATED ORGANIZATIONS). AS A RESULT OF THESE ASSIGNMENTS, WAGE AND BENEFIT COSTS ARE ALLOCATED TO RELATED ORGANIZATIONS. THE WAGE AND BENEFIT COSTS ALLOCATED TO EACH ORGANIZATION ARE REPORTED FOR EACH INDIVIDUAL AS BEING COMPENSATED DIRECTLY FROM THAT ORGANIZATION AND THE BALANCE OF COMPENSATION IS REPORTED AS COMPENSATION FROM RELATED ORGANIZATIONS.
IRS990ScheduleJ/Form990ScheduleJPartIII/Identifier0SUPPLEMENTAL INFORMATION
IRS990ScheduleJ/Form990ScheduleJPartIII/ReturnReference0PART I, LINE 4B
IRS990ScheduleJ/Form990ScheduleJPartIII/ReturnReference1PART III
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson0KEVIN GERBER
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson1WILLIAM C TOBIN
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson2MARILYN C KENNEDY
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson3DEE ANN CAMPBELL
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsFilingOrg04673
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsFilingOrg11711
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsFilingOrg25706
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsFilingOrg36881
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsRelatedOrgs018693
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsRelatedOrgs16844
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsRelatedOrgs222825
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsRelatedOrgs320642
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationFilingOrg125455
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationFilingOrg20
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationFilingOrg30
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationRelatedOrgs00
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationRelatedOrgs1101821
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationRelatedOrgs20
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationRelatedOrgs30
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationFilingOrg079180
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationFilingOrg189992
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationFilingOrg263635
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationFilingOrg354007
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationRelatedOrgs0316721
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationRelatedOrgs1359971
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationRelatedOrgs2254540
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationRelatedOrgs3162020
IRS990ScheduleJ/IndependentConsultant0X
IRS990ScheduleJ/InitialContractException00
IRS990/ScheduleJRequired01
IRS990ScheduleJ/SeverancePayment00
IRS990ScheduleJ/SupplementalNonqualRetirePlan01
IRS990ScheduleO/GeneralExplanation/Explanation0LYTTON GARDENS SENIOR COMMUNITIES, EPISCOPAL SENIOR COMMUNITIES, AND THE EPISCOPAL DIOCESE OF CALIFORNIA EACH HAVE THE RIGHT TO APPOINT ONE OF THE BOARD MEMBERS OF JTM COMMUNITIES.
IRS990ScheduleO/GeneralExplanation/Explanation1JTM COMMUNITIES DOES NOT HAVE COMMITTEES TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/GeneralExplanation/Explanation2CFO 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.
IRS990ScheduleO/GeneralExplanation/Explanation3THE ORGANIZATION REVIEWS COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY ON A TRANSACTION-BY-TRANSACTION BASIS.
IRS990ScheduleO/GeneralExplanation/Explanation4THE 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.
IRS990ScheduleO/GeneralExplanation/Explanation5WILLIAM TOBIN'S TIME IS DIVIDED AS FOLLOWS: EPISCOPAL SENIOR COMMUNITIES 28.00 HRS EPISCOPAL SENIOR COMMUNITIES FOUNDATION 1.00 HRS JTM COMMUNITIES 8.00 HRS JENNINGS SENIOR HOUSING, INC. .24 HRS PRESIDIO GATE APARTMENTS .24 HRS OAK CENTER TOWERS .70 HRS LYTTON I .70 HRS LYTTON II .47 HRS LYTTON III 1.41 HRS LYTTON IV .24 HRS KEVIN GERBER'S TIME IS DIVIDED AS FOLLOWS: EPISCOPAL SENIOR COMMUNITIES 28.00 HRS JTM COMMUNITIES 8.00 HRS JENNINGS SENIOR HOUSING, INC. .24 HRS PRESIDIO GATE APARTMENTS .24 HRS OAK CENTER TOWERS .70 HRS LYTTON I .70 HRS LYTTON II .47 HRS LYTTON III 1.41 HRS LYTTON IV .24 HRS MARILYN KENNEDY'S TIME IS DIVIDED AS FOLLOWS: EPISCOPAL SENIOR COMMUNITIES 28.00 HRS JTM COMMUNITIES 8.00 HRS JENNINGS SENIOR HOUSING, INC. .24 HRS PRESIDIO GATE APARTMENTS .24 HRS OAK CENTER TOWERS .70 HRS LYTTON I .70 HRS LYTTON II .47 HRS LYTTON III 1.41 HRS LYTTON IV .24 HRS DEE ANN CAMPBELL'S TIME IS DIVIDED AS FOLLOWS: EPISCOPAL SENIOR COMMUNITIES 30.00 HRS JTM COMMUNITIES 10.00 HRS
IRS990ScheduleO/GeneralExplanation/Explanation6ADMINSTRATIVE OVERHEAD ARE 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) BUT, AS OF YET, NO PROJECTS HAVE BEEN IDENTIFIED OR UNDERTAKEN. INCURRED INTEREST IS TREATED AS PROGRAM EXPENSE IN THAT THE LOAN FROM ESC TO JTM WAS MADE TO CAPITALIZE THE PARENT SO THAT IT COULD PROVIDE FUNDING AND ACT AS A CATALYST FOR THE EXPANSION OF MISSION OF ESC AND OTHER SUPPORTED ORGANIZATIONS. ALL OF THE LOANED FUND ARE 'PROVISIONED' TO FOSTER AND FACILIATE GROWTH AND SO THE INTEREST EXPENSE IS CONSIDERED PROGRAM RELATED AS 'EXPANSION' CAN'T HAPPEN ABSENT THE LOAN.
IRS990ScheduleO/GeneralExplanation/Explanation7UNREALIZED GAIN 145,591. TOTAL TO FORM 990, PART XI, LINE 5: 145,591.
IRS990ScheduleO/GeneralExplanation/Explanation8THERE HAVE BEEN NO CHANGES TO THIS PROCESS FROM PRIOR YEAR.

Document Assets

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Filings

Displayed year

2011 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$8,279,052
Liabilities
$10,028,665
Net assets
-$1,749,613
Revenue
-
Expenses
$355,696
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$0.00$0.00$0.12$0.30$0.18
2021Detailed filing. Detailed filing data is available for this year.$17.6$0.11$17.5$1.33$1.67$0.34
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.6$0.33$14.3$0.78$0.98$0.20
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.3$0.03$15.3$0.52$0.77$0.26
2018Summary only. Only limited summary data is available for this year.$15.6$0.12$15.5$1.53$2.10$0.57
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.3$1.05$16.2$1.56$4.37$2.82
2016Summary only. Only limited summary data is available for this year.$36.4$16.3$20.1$2.01$4.24$2.23
2015Detailed filing. Detailed filing data is available for this year.$22.6$26.4$3.89$3.72$4.05$0.33
2014Detailed filing. Detailed filing data is available for this year.$23.1$26.7$3.56$3.15$3.54$0.40
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.9$23.8$2.94$2.79
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.7$21.0$2.37$1.79
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.28$10.0$1.75$0.36
Peer Organizations

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