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“The bylaws may be amended or repealed by the vote of the members.”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

“General and administrative: program service expenses 97,373. Management and general expenses 130,249. Fundraising expenses 0. Total expenses 227,622. Other operating expenses: program service expenses 11,289. Management and general expenses 182,235. Fundraising expenses 0. Total expenses 193,524. Repairs and maintenance: program service expenses 173,465. Management and general expenses 9,458. Fundraising expenses 0. Total expenses 182,923. Taxes and insurance: program service expenses 154,208. Management and general expenses 0. Fundraising expenses 0. Total expenses 154,208. Ancillary services: program service expenses 71,619. Management and general expenses 0. Fundraising expenses 0. Total expenses 71,619. Bad debts: program service expenses 53,635. Management and general expenses 0. Fundraising expenses 0. Total expenses 53,635.”

“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.”