Civic Intelligence

Fellowship Homes DBA Casa De Modesto

990 • Fiscal year 2013 • EIN 94-6050221

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 06, 2014

Organization Profilewww.casademodesto.org

View Organization Page

1745 Eldena Way95350

(209) 529-4950

Siviq Scores

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

Liabilities / Assets

68th percentile

0.42x

Higher debt load relative to assets than 68% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Liabilities / Revenue

68th percentile

0.46x

Higher debt load relative to revenue than 68% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Net Margin

49th percentile

2.4%

Higher net margin than 49% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Top Officer Pay

61st percentile

$135,758

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 1.9% of source-year revenue.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Asset Growth

40th percentile

0.4%

Faster asset growth than 40% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

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

Source year 2013

Balance Sheet
Liabilities / Assets68th percentile

Assets

Up

$7,759,123

Up $31,682 (+0.4%) from 2012

Net Assets

Up

$4,520,555

Up $319,942 (+7.6%) from 2012

Liabilities

Down

$3,238,568

Down $288,260 (-8.2%) from 2012

Revenue And Expenses
Liabilities / Revenue68th percentileNet Margin49th percentile

Revenue

$7,048,430

No earlier filing loaded for comparison.

Expenses

Up

$6,881,854

Up $41,158 (+0.6%) from 2012

Net Income

$166,576

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$10M$5.0M$0Assets 2010: $8,089,881Liabilities 2010: $4,241,176Net Assets 2010: $3,848,7052010Assets 2011: $7,873,328Liabilities 2011: $3,743,804Net Assets 2011: $4,129,5242011Assets 2012: $7,727,441Liabilities 2012: $3,526,828Net Assets 2012: $4,200,6132012Assets 2013: $7,759,123Liabilities 2013: $3,238,568Net Assets 2013: $4,520,5552013Assets 2014: $8,035,308Liabilities 2014: $2,767,341Net Assets 2014: $5,267,9672014Assets 2015: $7,699,454Liabilities 2015: $2,419,521Net Assets 2015: $5,279,9332015Assets 2016: $7,921,227Liabilities 2016: $2,131,706Net Assets 2016: $5,789,5212016Assets 2017: $7,752,248Liabilities 2017: $1,722,618Net Assets 2017: $6,029,6302017Assets 2018: $6,883,013Liabilities 2018: $1,433,110Net Assets 2018: $5,449,9032018Assets 2019: $6,439,991Liabilities 2019: $1,392,589Net Assets 2019: $5,047,4022019Assets 2020: $8,622,045Liabilities 2020: $3,697,369Net Assets 2020: $4,924,6762020Assets 2021: $9,526,951Liabilities 2021: $5,639,874Net Assets 2021: $3,887,0772021Assets 2022: $9,540,025Liabilities 2022: $6,863,492Net Assets 2022: $2,676,5332022Assets 2023: $6,615,465Liabilities 2023: $6,213,461Net Assets 2023: $402,0042023Assets 2024: $5,048,062Liabilities 2024: $2,757,329Net Assets 2024: $2,290,7332024

Highlighted filing

2013

Assets$7,759,123
Liabilities$3,238,568
Net Assets$4,520,555
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$15M$10M$5.0M$0-$5.0MExpenses 2010: $6,521,2812010Expenses 2011: $6,935,2562011Expenses 2012: $6,840,6962012Revenue 2013: $7,048,430Expenses 2013: $6,881,854Net Income 2013: $166,5762013Revenue 2014: $7,693,415Expenses 2014: $6,894,558Net Income 2014: $798,8572014Revenue 2015: $7,242,394Expenses 2015: $7,174,064Net Income 2015: $68,3302015Revenue 2016: $7,682,017Expenses 2016: $7,239,355Net Income 2016: $442,6622016Revenue 2017: $8,162,877Expenses 2017: $8,117,755Net Income 2017: $45,1222017Revenue 2018: $8,103,903Expenses 2018: $8,573,317Net Income 2018: -$469,4142018Revenue 2019: $8,492,723Expenses 2019: $9,002,812Net Income 2019: -$510,0892019Revenue 2020: $9,110,853Expenses 2020: $9,514,957Net Income 2020: -$404,1042020Revenue 2021: $7,953,169Expenses 2021: $8,978,312Net Income 2021: -$1,025,1432021Revenue 2022: $10,033,439Expenses 2022: $10,548,160Net Income 2022: -$514,7212022Revenue 2023: $9,226,770Expenses 2023: $11,501,299Net Income 2023: -$2,274,5292023Revenue 2024: $4,732,315Expenses 2024: $2,837,686Net Income 2024: $1,894,6292024

Highlighted filing

2013

Revenue$7,048,430
Expenses$6,881,854
Net Income$166,576
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 6, 2014
Return Version
2013v3.1
Gross Receipts
$7,693,280
Mission and Program Overview

Mission

To provide elderly persons with skilled nursing and housing facilities specially designed to meet the physical, social and psychological needs of the aged and contribute to their health, security, happiness and usefulness in longer living.

Provide elderly persons with skilled nursing and housing facilities

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,083,884$3,433,956▲ $350,072
Land, Buildings, and Equipment, Net$3,515,429$3,207,901▼ $307,528
Savings and Temporary Cash Investments$488,737$426,724▼ $62,013
Accounts Receivable$274,976$338,229▲ $63,253
Intangible Assets$224,967$191,226▼ $33,741
Prepaid Expenses and Deferred Charges$109,550$134,385▲ $24,835
Cash and Non-Interest-Bearing Accounts$7,630$7,584▼ $46
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Inventories for Sale or Use-$0-
Total Assets$7,727,441$7,759,123▲ $31,682
Other Assets Total$22,268$19,118▼ $3,150
Liabilities
Mortgage Notes Payable Secured by Investment Property$2,774,876$2,399,685▼ $375,191
Accounts Payable and Accrued Expenses$662,660$738,845▲ $76,185
Other Liabilities$89,292$100,038▲ $10,746
Total Liabilities$3,526,828$3,238,568▼ $288,260
Net Assets / Fund Balance
Unrestricted Net Assets$4,178,724$4,507,884▲ $329,160
Temporarily Rstr Net Assets$21,889$12,671▼ $9,218
Total Net Assets Fund Balance$4,200,613$4,520,555▲ $319,942
Total Liabilities and Net Assets / Fund Balance$7,727,441$7,759,123▲ $31,682

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,839,513$6,332,559$9,172,072
Other Land Buildings$212,481$1,598,709$1,811,190
Land$155,907-$155,907
Equipment-$50,750$50,750
Compensation and Service Providers
Top Officer Pay61st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Carolyn AmaralExecutive VPFT$127,468$8,290$135,758

Board Members and Trustees

NameTitle
Terry CampbellPresident
Richard ImfeldVice President
Brian O'LearyDirector
Christine JamisonDirector
Gene HeinDirector
Larry DempseyDirector
Lynn QuiliciDirector
Mike BeckwithDirector
Sue FentonDirector
Susan UrsiniDirector
Ted BrandvoldDirector
Robert GotelliSecretary
Richard Williams MDTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$68,994
Program Service Revenue
$6,600,947
Investment Income
$219,161
Other Revenue
$159,328
All Other Contributions
$68,994
Change in Net Assets
$166,576

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,037,165
Revenue Not Reported on Financial Statements
$11,265
Revenue Not Reported on Form 990
$151,550
Other Revenue Adjustments
$11,265
Total Revenue per Audited Statements
$7,188,715
Total Revenue per Form 990
$7,048,430
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,364,365
Other Expenses$2,517,489
Total Fundraising Expense$19,079
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,240,893$258,151-$3,499,044
Depreciation Depletion$435,618$11,265-$446,883
Other Employee Benefits$425,473$21,226-$446,699
Occupancy$309,438$2,241-$311,679
Payroll Taxes$253,391$29,473-$282,864
Insurance$197,557$75,924-$273,481
Current Officers, Directors, Trustees, and Key Employees-$135,758-$135,758
All Other Expenses-$110,837$19,079$129,916
Fees for Services Other$71,615$15,746-$87,361
Interest$73,886--$73,886
Other Expenses$42,077$37,102-$42,077
Fees for Services Accounting-$29,455-$29,455
Fees for Service Investment Mgmnt Fees-$20,688-$20,688
Travel$2,695$4,593-$7,288
Advertising-$2,269-$2,269
Total Functional Expenses$6,108,047$754,728$19,079$6,881,854

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$6,881,854
Total Expenses per Audited Statements$6,870,592
Expenses per Audited Statements$6,870,589
Expenses Not Reported on Financial Statements$11,265
Other Expense Adjustments$11,265
Expenses Not Reported on Form 990$3
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
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
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Security Deposits$84,827
Annuity Payment Liability$15,211

Bond Issues

BondIssuerIssuedIssue PricePurpose
A52-16438282011-09-21$2,953,277Refund 1996 bonds

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$2,953,276--$50,066

Bond Financing Compliance

Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder

“Fellowship Homes dba Casa de Modesto is a Membership Organization.”

Form 990, Part VI, Line 7A: How Members or Shareholders Elect Governing Body

“Members Elect 1/3 of Board Members in an Election by Mail Each Year.”

Form 990, Part VI, Line 7B: Describe Decisions of Governing Body Approval by Members or Shareholders

“Membership Approval is Required to Change Bylaws and any Major Change in Asset or Debt.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“All Board Members will be emailed an electronic copy of Form 990 for review and comment prior to filing.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“The Organization Does Not Actively Monitor or Enforce the Conflict of Interest Policy. The Policy is Known to all Board Members and is Self Policing. Board Members are Generally Aware of Other Board Members' Activities.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“The Organization Reviews CEO Compensation Annually. Compensation for Department Heads are Reviewed When an Increase is Proposed. The Personnel Committee Sets Goals and the Audit Comittee Assesses the Financial Impact. The Annual Review Includes a Comparison to the California Association of Homes for the Aged Compensation Survey. Final Compensation is Determined by the Board.”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“See Answer Above.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“The Organization provides access to its organizing documents, conflict of interest policy and financial statements upon request. Members and residents are given an annual report that contains a statement informing them that the audited financial statements are available from the administrator.”

Filing and Contact Details

Filer

EIN
94-6050221
Phone
2095294950

Signing Officer

Name
Kelly Wiest
Title
Exec Director/VP
Signed
2014-11-06
Discuss with paid preparer
Yes

Organization Details

Formed
1960
Legal Domicile
CA
Voting Board Members
13
Independent Board Members
13
Employees
184
Volunteers
85

Preparer

Preparer
Daniel E Fitzgerald
Phone
2095760761
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Increases

“Gain on Annuity = $1819”

Other Changes In Net Assets Or Fund Balances - Other Decreases

“Rounding = -$1”

Financial Statement Notes

Part XI, Line 2D: Other revenue amounts included in F/S but not included on form 990

“Fundraising Expenses $0 Rounding $2”

Part XI, Line 4B: Other revenue amounts included on 990 but not included in F/S

“Book Difference $0 Annuity Amortization $11265”

Part XII, Line 2D: Other expenses and losses per audited F/S

“Fundraising Expenses $0 Rounding $3”

Part XII, Line 4B: Other revenue amounts included on 990 but not included in F/S

“Annuity Amortization $11265”

Raw XML AppendixShowing 400 of 617 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/BOYAmt0662660
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0738845
IRS990/AccountsReceivableGrp/BOYAmt0274976
IRS990/AccountsReceivableGrp/EOYAmt0338229
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0PROVIDE ELDERLY PERSONS WITH SKILLED NURSING AND HOUSING FACILITIES
IRS990/AdvertisingGrp/ManagementAndGeneralAmt02269
IRS990/AdvertisingGrp/TotalAmt02269
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherContributionsAmt068994
IRS990/AllOtherExpensesGrp/FundraisingAmt019079
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0110837
IRS990/AllOtherExpensesGrp/TotalAmt0129916
IRS990/AnnualDisclosureCoveredPrsnInd0false
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0Kelly Wiest
IRS990/BooksInCareOfDetail/PhoneNum02095294950
IRS990/BooksInCareOfDetail/USAddress/AddressLine101745 Eldena Way
IRS990/BooksInCareOfDetail/USAddress/City0Modesto
IRS990/BooksInCareOfDetail/USAddress/State0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCode0953503568
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt07630
IRS990/CashNonInterestBearingGrp/EOYAmt07584
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0135758
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0135758
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt068994
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0219161
IRS990/CYOtherExpensesAmt02517489
IRS990/CYOtherRevenueAmt0159328
IRS990/CYProgramServiceRevenueAmt06600947
IRS990/CYRevenuesLessExpensesAmt0166576
IRS990/CYSalariesCompEmpBnftPaidAmt04364365
IRS990/CYTotalExpensesAmt06881854
IRS990/CYTotalFundraisingExpenseAmt019079
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt07048430
IRS990/DecisionsSubjectToApprovaInd0true
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt011265
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0435618
IRS990/DepreciationDepletionGrp/TotalAmt0446883
IRS990/Desc0TO PROVIDE ELDERLY PERSONS WITH SKILLED NURSING AND HOUSING FACILITIES SPECIALLY DESIGNED TO MEET THE PHYSICAL, SOCIAL AND PSYCHOLOGICAL NEEDS OF AGED AND CONTRIBUTE TO THEIR HEALTH, SECURITY, HAPPINESS AND USEFULNESS IN LONGER LIVING.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt0184
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExcessBusinessHoldingsInd0false
IRS990/ExpenseAmt06108047
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt029455
IRS990/FeesForServicesAccountingGrp/TotalAmt029455
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt015746
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt071615
IRS990/FeesForServicesOtherGrp/TotalAmt087361
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt020688
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt020688
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt120.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt130.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt120.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1340.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt138290
IRS990/Form990PartVIISectionAGrp/PersonNm0Terry Campbell
IRS990/Form990PartVIISectionAGrp/PersonNm1Richard Imfeld
IRS990/Form990PartVIISectionAGrp/PersonNm2Richard Williams MD
IRS990/Form990PartVIISectionAGrp/PersonNm3Robert Gotelli
IRS990/Form990PartVIISectionAGrp/PersonNm4Sue Fenton
IRS990/Form990PartVIISectionAGrp/PersonNm5Mike Beckwith
IRS990/Form990PartVIISectionAGrp/PersonNm6Lynn Quilici
IRS990/Form990PartVIISectionAGrp/PersonNm7Gene Hein
IRS990/Form990PartVIISectionAGrp/PersonNm8Brian O'Leary
IRS990/Form990PartVIISectionAGrp/PersonNm9Christine Jamison
IRS990/Form990PartVIISectionAGrp/PersonNm10Susan Ursini
IRS990/Form990PartVIISectionAGrp/PersonNm11Larry Dempsey
IRS990/Form990PartVIISectionAGrp/PersonNm12Ted Brandvold
IRS990/Form990PartVIISectionAGrp/PersonNm13Carolyn Amaral
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13127468
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt3Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Executive VP
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormationYr01960
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0104856
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0749706
IRS990/GrossReceiptsAmt07693280
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt013
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt075924
IRS990/InsuranceGrp/ProgramServicesAmt0197557
IRS990/InsuranceGrp/TotalAmt0273481
IRS990/IntangibleAssetsGrp/BOYAmt0224967
IRS990/IntangibleAssetsGrp/EOYAmt0191226
IRS990/InterestGrp/ProgramServicesAmt073886
IRS990/InterestGrp/TotalAmt073886
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0114305
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0114305
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03083884
IRS990/InvestmentsPubTradedSecGrp/EOYAmt03433956
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt07
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt07982018
IRS990/LandBldgEquipBasisNetGrp/BOYAmt03515429
IRS990/LandBldgEquipBasisNetGrp/EOYAmt03207901
IRS990/LandBldgEquipCostOrOtherBssAmt011189919
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0644850
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt03280
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt03280
IRS990/MissionDesc0TO PROVIDE ELDERLY PERSONS WITH SKILLED NURSING AND HOUSING FACILITIES SPECIALLY DESIGNED TO MEET THE PHYSICAL, SOCIAL AND PSYCHOLOGICAL NEEDS OF AGED AND CONTRIBUTE TO THEIR HEALTH, SECURITY, HAPPINESS AND USEFULNESS IN LONGER LIVING.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt02774876
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt02399685
IRS990/NetAssetsOrFundBalancesBOYAmt04200613
IRS990/NetAssetsOrFundBalancesEOYAmt04520555
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0104856
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0104856
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0151548
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt02241
IRS990/OccupancyGrp/ProgramServicesAmt0309438
IRS990/OccupancyGrp/TotalAmt0311679
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt022268
IRS990/OtherAssetsTotalGrp/EOYAmt019118
IRS990/OtherChangesInNetAssetsAmt01818
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt021226
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0425473
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0446699
IRS990/OtherExpensesGrp/Desc0Food
IRS990/OtherExpensesGrp/Desc1Supplies
IRS990/OtherExpensesGrp/Desc2State Quality Assurance Fees
IRS990/OtherExpensesGrp/Desc3Bad Debts
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt037102
IRS990/OtherExpensesGrp/ProgramServicesAmt0388564
IRS990/OtherExpensesGrp/ProgramServicesAmt1350165
IRS990/OtherExpensesGrp/ProgramServicesAmt2316675
IRS990/OtherExpensesGrp/ProgramServicesAmt342077
IRS990/OtherExpensesGrp/TotalAmt0388564
IRS990/OtherExpensesGrp/TotalAmt1387267
IRS990/OtherExpensesGrp/TotalAmt2316675
IRS990/OtherExpensesGrp/TotalAmt342077
IRS990/OtherLiabilitiesGrp/BOYAmt089292
IRS990/OtherLiabilitiesGrp/EOYAmt0100038
IRS990/OtherRevenueMiscGrp/BusinessCd0812900
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/BusinessCd2722210
IRS990/OtherRevenueMiscGrp/Desc0Beauty Shop Revenue
IRS990/OtherRevenueMiscGrp/Desc1Cable Services & Misc
IRS990/OtherRevenueMiscGrp/Desc2Guest Meals
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt022677
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt181242
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt252129
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt022677
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt181242
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt252129
IRS990/OtherRevenueTotalAmt0159328
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0258151
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt03240893
IRS990/OtherSalariesAndWagesGrp/TotalAmt03499044
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt029473
IRS990/PayrollTaxesGrp/ProgramServicesAmt0253391
IRS990/PayrollTaxesGrp/TotalAmt0282864
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0109550
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0134385
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0623000
IRS990/ProgramServiceRevenueGrp/Desc0Elderly Care
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt06600947
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt06600947
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt069700
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0156398
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt02372550
IRS990/PYOtherRevenueAmt0152489
IRS990/PYProgramServiceRevenueAmt06464466
IRS990/PYRevenuesLessExpensesAmt02357
IRS990/PYSalariesCompEmpBnftPaidAmt04468146
IRS990/PYTotalExpensesAmt06840696
IRS990/PYTotalRevenueAmt06843053
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0166576
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt06600947
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0488737
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0426724
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt068994
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt069700
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0149469
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0311759
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0168783
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0768705
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0116124
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt083116
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt062427
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt056540
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt056606
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0374813
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt06600947
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt06464466

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,759,123
Liabilities
$3,238,568
Net assets
$4,520,555
Revenue
$7,048,430
Expenses
$6,881,854
Net income
$166,576
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.05$2.76$2.29$4.73$2.84$1.89
2023Detailed filing. Detailed filing data is available for this year.$6.62$6.21$0.40$9.23$11.5$2.27
2022Detailed filing. Detailed filing data is available for this year.$9.54$6.86$2.68$10.0$10.5$0.51
2021Detailed filing. Detailed filing data is available for this year.$9.53$5.64$3.89$7.95$8.98$1.03
2020Detailed filing. Detailed filing data is available for this year.$8.62$3.70$4.92$9.11$9.51$0.40
2019Detailed filing. Detailed filing data is available for this year.$6.44$1.39$5.05$8.49$9.00$0.51
2018Detailed filing. Detailed filing data is available for this year.$6.88$1.43$5.45$8.10$8.57$0.47
2017Detailed filing. Detailed filing data is available for this year.$7.75$1.72$6.03$8.16$8.12$0.05
2016Detailed filing. Detailed filing data is available for this year.$7.92$2.13$5.79$7.68$7.24$0.44
2015Detailed filing. Detailed filing data is available for this year.$7.70$2.42$5.28$7.24$7.17$0.07
2014Detailed filing. Detailed filing data is available for this year.$8.04$2.77$5.27$7.69$6.89$0.80
2013Detailed filing. Detailed filing data is available for this year.$7.76$3.24$4.52$7.05$6.88$0.17
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.73$3.53$4.20$6.84
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.87$3.74$4.13$6.94
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.09$4.24$3.85$6.52