Civic Intelligence

Fellowship Homes DBA Casa De Modesto

990 • Fiscal year 2014 • EIN 94-6050221

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 03, 2015

Organization Profilewww.casademodesto.org

View Organization Page

1745 Eldena WayModesto, CA 95350

(209) 529-4950

Siviq Scores

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

Liabilities / Assets

64th percentile

0.34x

Higher debt load relative to assets than 64% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Liabilities / Revenue

64th percentile

0.36x

Higher debt load relative to revenue than 64% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Net Margin

69th percentile

10%

Higher net margin than 69% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Top Officer Pay

47th percentile

$111,870

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 1.5% of source-year revenue.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Asset Growth

53rd percentile

3.6%

Faster asset growth than 53% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Revenue Growth

63rd percentile

9.2%

Faster revenue growth than 63% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets64th percentile

Assets

Up

$8,035,308

Up $276,185 (+3.6%) from 2013

Net Assets

Up

$5,267,967

Up $747,412 (+17%) from 2013

Liabilities

Down

$2,767,341

Down $471,227 (-15%) from 2013

Revenue And Expenses
Liabilities / Revenue64th percentileNet Margin69th percentile

Revenue

Up

$7,693,415

Up $644,985 (+9.2%) from 2013

Expenses

Up

$6,894,558

Up $12,704 (+0.2%) from 2013

Net Income

Up

$798,857

Up $632,281 (+380%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth53rd 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

2014

Assets$8,035,308
Liabilities$2,767,341
Net Assets$5,267,967
Open 2014 Filing

Operations Trend

Revenue Growth63rd percentile

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

2014

Revenue$7,693,415
Expenses$6,894,558
Net Income$798,857
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 3, 2015
Return Version
2014v5.0
Gross Receipts
$8,327,461
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$3,433,956$3,604,943▲ $170,987
Land, Buildings, and Equipment, Net$3,207,901$3,028,747▼ $179,154
Savings and Temporary Cash Investments$426,724$872,730▲ $446,006
Accounts Receivable$338,229$253,789▼ $84,440
Intangible Assets$191,226$157,969▼ $33,257
Prepaid Expenses and Deferred Charges$134,385$91,139▼ $43,246
Cash and Non-Interest-Bearing Accounts$7,584$7,560▼ $24
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$7,759,123$8,035,308▲ $276,185
Other Assets Total$19,118$18,431▼ $687
Liabilities
Mortgage Notes Payable Secured by Investment Property$2,399,685$1,923,596▼ $476,089
Accounts Payable and Accrued Expenses$738,845$755,829▲ $16,984
Other Liabilities$100,038$87,916▼ $12,122
Total Liabilities$3,238,568$2,767,341▼ $471,227
Net Assets / Fund Balance
Unrestricted Net Assets$4,507,884$5,254,514▲ $746,630
Temporarily Rstr Net Assets$12,671$13,453▲ $782
Total Net Assets Fund Balance$4,520,555$5,267,967▲ $747,412
Total Liabilities and Net Assets / Fund Balance$7,759,123$8,035,308▲ $276,185

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,591,011$6,517,809$9,108,820
Other Land Buildings$281,829$1,549,950$1,831,779
Land$155,907-$155,907
Equipment-$50,750$50,750
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Carolyn AmaralExecutive VPFT$108,146$3,724$111,870
Kelly WiestExecutive DirectorFT$58,905$4,345$63,250

Board Members and Trustees

NameTitle
Terry Campbell WallacePresident
Richard ImfeldVice President
Brian O'LearyDirector
Christine JamisonDirector
Debbie BrownDirector
Gene HeinDirector
Gregg BixelDirector
Larry DempseyDirector
Lynn QuiliciDirector
Mike BeckwithDirector
Ridge SutterDirector
Susan UrsiniDirector
Ted BrandvoldDirector
Robert GotelliSecretary
Richard Williams MDTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$276,369
Program Service Revenue
$6,899,795
Investment Income
$362,582
Other Revenue
$154,669
All Other Contributions
$276,369
Change in Net Assets
$798,857

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,692,392
Revenue Not Reported on Financial Statements
$1,023
Revenue Not Reported on Form 990
$-51,446
Other Revenue Adjustments
$1,023
Total Revenue per Audited Statements
$7,640,946
Total Revenue per Form 990
$7,693,415
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,478,128
Other Expenses$2,416,430
Total Fundraising Expense$22,107
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,298,450$260,297-$3,558,747
Other Employee Benefits$425,432$22,603-$448,035
Depreciation Depletion$349,234$1,023-$350,257
Insurance$229,917$77,986-$307,903
Payroll Taxes$264,245$31,981-$296,226
Occupancy$283,385$984-$284,369
Current Officers, Directors, Trustees, and Key Employees-$175,120-$175,120
All Other Expenses-$124,786$22,107$146,893
Fees for Services Other$77,614$16,337-$93,951
Interest$64,372--$64,372
Other Expenses$47,396$40,833-$47,396
Fees for Services Accounting-$29,635-$29,635
Fees for Service Investment Mgmnt Fees-$22,350-$22,350
Travel$2,521$1,807-$4,328
Advertising-$461-$461
Total Functional Expenses$6,066,248$806,203$22,107$6,894,558

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$6,894,558
Expenses per Audited Statements$6,893,534
Total Expenses per Audited Statements$6,893,534
Expenses Not Reported on Financial Statements$1,024
Other Expense Adjustments$1,024
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$73,984
Annuity Payment Liability$13,932

Bond Issues

BondIssuerIssuedIssue PricePurpose
ACalif Health Facilities2011-09-21$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

Filer Name
Fellowship Homes
EIN
94-6050221
Phone
2095294950
Address
1745 Eldena Way, Modesto, CA 95350

Signing Officer

Name
Kelly Wiest
Title
Exec Director/VP
Signed
2015-11-03
Discuss with paid preparer
Yes

Organization Details

Formed
1960
Legal Domicile
CA
Voting Board Members
15
Independent Board Members
15
Employees
203
Volunteers
70

Preparer

Firm
Daniel E Fitzgerald CPA
Address
2909 COFFEE RD STE 11, MODESTO, CA 95355-1751
Preparer
Daniel E Fitzgerald
Phone
2095760761
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Increases

“Gain on Annuity = $1760”

Other Changes In Net Assets Or Fund Balances - Other Increases

“Rounding = $1”

Financial Statement Notes

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

“Split Interest Agreement Earnings $1760”

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

“Annuity Amortization $1023”

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

“Annuity Amortization $1023 Rounding $1”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/PersonNm4Gregg Bixel
IRS990/Form990PartVIISectionAGrp/PersonNm5Mike Beckwith
IRS990/Form990PartVIISectionAGrp/PersonNm6Ridge Sutter
IRS990/Form990PartVIISectionAGrp/PersonNm7Lynn Quilici
IRS990/Form990PartVIISectionAGrp/PersonNm8Gene Hein
IRS990/Form990PartVIISectionAGrp/PersonNm9Debbie Brown
IRS990/Form990PartVIISectionAGrp/PersonNm10Brian O'Leary
IRS990/Form990PartVIISectionAGrp/PersonNm11Christine Jamison
IRS990/Form990PartVIISectionAGrp/PersonNm12Susan Ursini
IRS990/Form990PartVIISectionAGrp/PersonNm13Larry Dempsey
IRS990/Form990PartVIISectionAGrp/PersonNm14Ted Brandvold
IRS990/Form990PartVIISectionAGrp/PersonNm15Carolyn Amaral
IRS990/Form990PartVIISectionAGrp/PersonNm16Kelly Wiest
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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
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IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Executive VP
IRS990/Form990PartVIISectionAGrp/TitleTxt16Executive Dir.
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IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
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IRS990/OrganizationFollowsSFAS117Ind0X
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IRS990/OtherExpensesGrp/Desc1Supplies
IRS990/OtherExpensesGrp/Desc2State Quality Assurance Fees
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Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,035,308
Liabilities
$2,767,341
Net assets
$5,267,967
Revenue
$7,693,415
Expenses
$6,894,558
Net income
$798,857
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