Stockton Congregational Homes Plymouth Square

“Management duties are fulfilled by management company.”

“There is one class of members for the organization and the members shall be retirement housing foundation and first congregational church of stockton.”

“The directors of the organization will be elected at the annual meeting of the members.”

“The bylaws may be amended or repealed by the vote of the members.”

“The management company thoroughly reviews the form 990 before providing a copy to the governing body and filing.”

“Upon joining the company and annually thereafter, all employees and board members are required to complete and sign a certification acknowledging their understanding and agreement to comply with the company's conflict of interest policy, including disclosing any activities that may appear or may be deemed violations of the policy. Board members and company officers have an additional and more comprehensive conflict of interest policy and certification requirement. Designated management personnel are responsible for tracking the distribution and return of all certifications and for accounting and reporting any disclosures to the company's compliance officer. If further review of any disclosure is merited, the compliance officer forwards the certification to the company's general counsel, ceo and/or board for final disposition. Individuals who have made disclosures are advised of final dispositions. An employee's failure to submit timely certifications, disclosures and/or to take the necessary required actions to avoid conflicts may be disciplined, up to and including termination. If the individual is a board member, he or she may be subject to removal from his or her position.”

“The process for determining compensation for the ceo, executive director, top management officials and other officers or key employees included an extensive review and approval by independent persons.”

“The organization makes its governing documents and conflict of interest policy available to the public upon request.”

“911 n. Studebaker road, long beach, ca 90815”

“Salaries: $2,113,532 payroll taxes: $198,515 contracts: $100,826 employee benefits: $424,061 pharmacy supplies: $ 60,198 laundry supplies: $ 41,990 gas: $ 24,766 miscellaneous general and administrative expenses: $ 33,619 housekeeping supplies: $ 5,764 operating and maintenance supplies: $ 50,888 management consultants: $ 7,528 water: $ 14,792 sewer: $ 2,519 garbage and trash removal: $ 13,977 recreation and rehabilitation: $ 21,419 vehicle and maintenance equipment: $ 5,124 elevator maintenance: $ 13,721 conventions and meetings: $ 2,951 other supplies: $ 36,063 bad debts snf: $ 97,445 ancillary: $ 6,322 electricity: $132,086 interest - other $ 1,228 other direct expenses - nursing $ 633 total (990 part ix, line 24e) $3,409,967”

“Transactions with related organizations for the purposes of schedule r, part v, the following applies: retirement housing foundation and foundation property management, inc. Are california not-for-profit corporations that sponsor or manage approximately 175 tax exempt organizations and partnerships that provide affordable and market-rate housing, skilled nursing and assisted living services for senior adults, low income families and persons with disabilities throughout the united states including the distict of columbia, puerto rico and the virgin islands. -line item 1l includes management fees paid to related organizations -line item 10 includes all salaries, employee benefits, and payroll taxes, as well as bookkeeping and insurance paid to related organizations.”