Civic Intelligence

Fellowship Homes DBA Casa De Modesto

990 • Fiscal year 2015 • EIN 94-6050221

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 02, 2016

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

62nd percentile

0.31x

Higher debt load relative to assets than 62% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

63rd percentile

0.33x

Higher debt load relative to revenue than 63% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Net Margin

43rd percentile

0.9%

Higher net margin than 43% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Top Officer Pay

57th percentile

$133,355

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 1.8% of source-year revenue.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Asset Growth

23rd percentile

-4.2%

Faster asset growth than 23% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Revenue Growth

26th percentile

-5.9%

Faster revenue growth than 26% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Down

$7,699,454

Down $335,854 (-4.2%) from 2014

Net Assets

Up

$5,279,933

Up $11,966 (+0.2%) from 2014

Liabilities

Down

$2,419,521

Down $347,820 (-13%) from 2014

Revenue And Expenses
Liabilities / Revenue63rd percentileNet Margin43rd percentile

Revenue

Down

$7,242,394

Down $451,021 (-5.9%) from 2014

Expenses

Up

$7,174,064

Up $279,506 (+4.1%) from 2014

Net Income

Down

$68,330

Down $730,527 (-91%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth23rd 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

2015

Assets$7,699,454
Liabilities$2,419,521
Net Assets$5,279,933
Open 2015 Filing

Operations Trend

Revenue Growth26th 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

2015

Revenue$7,242,394
Expenses$7,174,064
Net Income$68,330
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 2, 2016
Return Version
2015v2.0
Gross Receipts
$8,029,107
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$3,604,943$3,744,511▲ $139,568
Land, Buildings, and Equipment, Net$3,028,747$2,798,565▼ $230,182
Savings and Temporary Cash Investments$872,730$605,475▼ $267,255
Accounts Receivable$253,789$314,255▲ $60,466
Intangible Assets$157,969$124,713▼ $33,256
Prepaid Expenses and Deferred Charges$91,139$88,398▼ $2,741
Cash and Non-Interest-Bearing Accounts$7,560$7,560→ $0
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$8,035,308$7,699,454▼ $335,854
Other Assets Total$18,431$15,977▼ $2,454
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,923,596$1,559,944▼ $363,652
Accounts Payable and Accrued Expenses$755,829$753,087▼ $2,742
Other Liabilities$87,916$106,490▲ $18,574
Total Liabilities$2,767,341$2,419,521▼ $347,820
Net Assets / Fund Balance
Unrestricted Net Assets$5,254,514$5,253,028▼ $1,486
Temporarily Rstr Net Assets$13,453$26,905▲ $13,452
Total Net Assets Fund Balance$5,267,967$5,279,933▲ $11,966
Total Liabilities and Net Assets / Fund Balance$8,035,308$7,699,454▼ $335,854

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,288,545$6,677,376$8,965,921
Other Land Buildings$354,113$1,572,299$1,926,412
Land$155,907-$155,907
Equipment-$50,750$50,750
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kelly WiestExecutive DirectorFT$106,939$26,416$133,355

Board Members and Trustees

NameTitle
Richard ImfeldPresident
Robert GotelliVice President
Debbie BrownDirector
Gary BlomDirector
Gene HeinDirector
Gregg BixelDirector
Larry DempseyDirector
Lynn QuiliciDirector
Mike BeckwithDirector
Ridge SutterDirector
Susan UrsiniDirector
Ted BrandvoldDirector
Christine JamisonSecretary
Richard Williams MDTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$74,671
Program Service Revenue
$6,731,049
Investment Income
$280,408
Other Revenue
$156,266
All Other Contributions
$74,671
Change in Net Assets
$68,330

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,241,369
Revenue Not Reported on Financial Statements
$1,025
Revenue Not Reported on Form 990
$-56,361
Other Revenue Adjustments
$1,025
Total Revenue per Audited Statements
$7,185,008
Total Revenue per Form 990
$7,242,394
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,667,630
Other Expenses$2,506,434
Total Fundraising Expense$37,047
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,467,839$313,640-$3,781,479
Other Employee Benefits$418,747$26,028-$444,775
Depreciation Depletion$364,815$1,025-$365,840
Insurance$259,394$78,182-$337,576
Payroll Taxes$277,784$30,237-$308,021
Occupancy$261,557$1,342-$262,899
Fees for Services Other$93,712$68,837-$162,549
Current Officers, Directors, Trustees, and Key Employees-$133,355-$133,355
All Other Expenses$25,532$93,097-$118,629
Interest$52,723--$52,723
Other Expenses$329,930$32,350$37,047$37,047
Fees for Services Accounting-$30,535-$30,535
Fees for Services Legal-$29,914-$29,914
Fees for Service Investment Mgmnt Fees-$25,990-$25,990
Travel$2,488$860-$3,348
Total Functional Expenses$6,271,625$865,392$37,047$7,174,064

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$7,174,064
Total Expenses per Audited Statements$7,173,042
Expenses per Audited Statements$7,173,039
Expenses Not Reported on Financial Statements$1,025
Other Expense Adjustments$1,025
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$93,833
Annuity Payment Liability$12,657

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 Executive Director.”

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
Executive Director
Signed
2016-11-02
Discuss with paid preparer
Yes

Organization Details

Formed
1960
Legal Domicile
CA
Voting Board Members
14
Independent Board Members
14
Employees
194
Volunteers
40

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 Decreases

“Loss on Annuity = -$566”

Other Changes In Net Assets Or Fund Balances - Other Decreases

“Rounding = -$1”

Financial Statement Notes

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

“Annuity Amortization $1025”

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

“Rounding $3”

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

“Annuity Amortization $1025 Rounding $0”

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IRS990/Form990PartVIISectionAGrp/PersonNm12Larry Dempsey
IRS990/Form990PartVIISectionAGrp/PersonNm13Ted Brandvold
IRS990/Form990PartVIISectionAGrp/PersonNm14Kelly Wiest
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IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt2Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
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IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
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IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
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IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
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IRS990/OtherAssetsTotalGrp/EOYAmt015977
IRS990/OtherChangesInNetAssetsAmt0-567
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt026028
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0418747
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0444775
IRS990/OtherExpensesGrp/Desc0Food
IRS990/OtherExpensesGrp/Desc1Supplies
IRS990/OtherExpensesGrp/Desc2State Quality Assurance Fees
IRS990/OtherExpensesGrp/Desc3Fundraising Expenses
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IRS990/OtherExpensesGrp/TotalAmt1366805
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IRS990/OtherRevenueMiscGrp/Desc2Guest Meals
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Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,699,454
Liabilities
$2,419,521
Net assets
$5,279,933
Revenue
$7,242,394
Expenses
$7,174,064
Net income
$68,330
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