Civic Intelligence

Fellowship Homes DBA Casa De Modesto

990 • Fiscal year 2016 • EIN 94-6050221

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 09, 2017

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

59th percentile

0.27x

Higher debt load relative to assets than 59% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

59th percentile

0.28x

Higher debt load relative to revenue than 59% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Net Margin

61st percentile

5.8%

Higher net margin than 61% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

56th percentile

$132,457

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 1.7% of source-year revenue.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Asset Growth

56th percentile

2.9%

Faster asset growth than 56% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

60th percentile

6.1%

Faster revenue growth than 60% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$7,921,227

Up $221,773 (+2.9%) from 2015

Net Assets

Up

$5,789,521

Up $509,588 (+9.7%) from 2015

Liabilities

Down

$2,131,706

Down $287,815 (-12%) from 2015

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin61st percentile

Revenue

Up

$7,682,017

Up $439,623 (+6.1%) from 2015

Expenses

Up

$7,239,355

Up $65,291 (+0.9%) from 2015

Net Income

Up

$442,662

Up $374,332 (+548%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth56th 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

2016

Assets$7,921,227
Liabilities$2,131,706
Net Assets$5,789,521
Open 2016 Filing

Operations Trend

Revenue Growth60th 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

2016

Revenue$7,682,017
Expenses$7,239,355
Net Income$442,662
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 9, 2017
Return Version
2016v3.0
Gross Receipts
$8,308,637
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$3,744,511$4,002,834▲ $258,323
Land, Buildings, and Equipment, Net$2,798,565$2,671,046▼ $127,519
Savings and Temporary Cash Investments$605,475$578,268▼ $27,207
Accounts Receivable$314,255$447,501▲ $133,246
Prepaid Expenses and Deferred Charges$88,398$106,149▲ $17,751
Intangible Assets$124,713$91,456▼ $33,257
Cash and Non-Interest-Bearing Accounts$7,560$7,409▼ $151
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$7,699,454$7,921,227▲ $221,773
Other Assets Total$15,977$16,564▲ $587
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,559,944$1,186,292▼ $373,652
Accounts Payable and Accrued Expenses$753,087$846,961▲ $93,874
Other Liabilities$106,490$98,453▼ $8,037
Total Liabilities$2,419,521$2,131,706▼ $287,815
Net Assets / Fund Balance
Unrestricted Net Assets$5,253,028$5,730,239▲ $477,211
Temporarily Rstr Net Assets$26,905$59,282▲ $32,377
Total Net Assets Fund Balance$5,279,933$5,789,521▲ $509,588
Total Liabilities and Net Assets / Fund Balance$7,699,454$7,921,227▲ $221,773

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,099,962$6,932,649$9,032,611
Other Land Buildings$413,177$1,652,976$2,066,153
Land$155,907-$155,907
Equipment$2,000$51,750$53,750
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kelly WiestExecutive DirectorFT$118,355$14,102$132,457

Board Members and Trustees

NameTitle
Richard ImfeldPresident
Robert GotelliVice President
Bonnie CostelloDirector
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
$109,254
Program Service Revenue
$7,282,909
Investment Income
$131,577
Other Revenue
$158,277
All Other Contributions
$106,371
Change in Net Assets
$442,662

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,660,621
Revenue Not Reported on Financial Statements
$21,396
Revenue Not Reported on Form 990
$66,932
Other Revenue Adjustments
$21,396
Total Revenue per Audited Statements
$7,727,553
Total Revenue per Form 990
$7,682,017
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,905,846
Other Expenses$2,333,509
Total Fundraising Expense$38,581
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,464,041$317,619-$3,781,660
Other Employee Benefits$633,410$46,456-$679,866
Depreciation Depletion$374,998$21,396-$396,394
Occupancy$326,537--$326,537
Payroll Taxes$279,661$32,202-$311,863
Current Officers, Directors, Trustees, and Key Employees-$132,457-$132,457
Fees for Services Other$73,141$53,766-$126,907
All Other Expenses$17,858$105,772-$123,630
Insurance$20,133$88,387-$108,520
Office Expenses$12,851$54,258-$67,109
Interest$44,014--$44,014
Other Expenses$305,308-$38,581$38,581
Fees for Services Legal-$31,962-$31,962
Fees for Services Accounting-$29,965-$29,965
Fees for Service Investment Mgmnt Fees-$27,070-$27,070
Travel$2,330$972-$3,302
Advertising-$947-$947
Total Functional Expenses$6,257,545$943,229$38,581$7,239,355

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$7,239,355
Expenses per Audited Statements$7,217,959
Total Expenses per Audited Statements$7,217,959
Expenses Not Reported on Financial Statements$21,396
Other Expense Adjustments$21,396
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$5,747
Fundraising Direct Expenses$5,544
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$98,453

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
Curt Willems
Title
Executive Director
Signed
2017-11-09
Discuss with paid preparer
Yes

Organization Details

Formed
1960
Legal Domicile
CA
Voting Board Members
15
Independent Board Members
15
Employees
198
Volunteers
9

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 = $13013”

Other Changes In Net Assets Or Fund Balances - Other Decreases

“Loss on Annuity = -$0”

Other Changes In Net Assets Or Fund Balances - Other Increases

“Rounding = $0”

Other Changes In Net Assets Or Fund Balances - Other Decreases

“Rounding = -$6”

Financial Statement Notes

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

“Split Interest Agreement Earnings $13013 Rounding $0”

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

“Annuity Amortization $21396”

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

“Annuity Amortization $21396”

Raw XML AppendixShowing 400 of 638 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.

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IRS990/Form990PartVIISectionAGrp/PersonNm3Robert Gotelli
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/PersonNm10Gary Blom
IRS990/Form990PartVIISectionAGrp/PersonNm11Christine Jamison
IRS990/Form990PartVIISectionAGrp/PersonNm12Susan Ursini
IRS990/Form990PartVIISectionAGrp/PersonNm13Larry Dempsey
IRS990/Form990PartVIISectionAGrp/PersonNm14Ted Brandvold
IRS990/Form990PartVIISectionAGrp/PersonNm15Kelly Wiest
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IRS990/Form990PartVIISectionAGrp/TitleTxt1President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt3Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Executive Dir.
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IRS990/IntangibleAssetsGrp/EOYAmt091456
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IRS990/LandBldgEquipCostOrOtherBssAmt011308421
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IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
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IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt02180
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IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
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IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt01186292
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IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0203
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt053919
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt0326537
IRS990/OccupancyGrp/TotalAmt0326537
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt054258
IRS990/OfficeExpensesGrp/ProgramServicesAmt012851
IRS990/OfficeExpensesGrp/TotalAmt067109
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt015977
IRS990/OtherAssetsTotalGrp/EOYAmt016564
IRS990/OtherChangesInNetAssetsAmt013007
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt046456
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0633410
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0679866
IRS990/OtherExpensesGrp/Desc0Food
IRS990/OtherExpensesGrp/Desc1Supplies
IRS990/OtherExpensesGrp/Desc2State Quality Assurance Fees
IRS990/OtherExpensesGrp/Desc3Fundraising Expenses
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IRS990/OtherExpensesGrp/ProgramServicesAmt0387374
IRS990/OtherExpensesGrp/ProgramServicesAmt1315889
IRS990/OtherExpensesGrp/ProgramServicesAmt2305308
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IRS990/OtherExpensesGrp/TotalAmt1315889
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IRS990/OtherRevenueMiscGrp/BusinessCd2722210
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IRS990/OtherRevenueMiscGrp/Desc1Cable Services & Misc
IRS990/OtherRevenueMiscGrp/Desc2Guest Meals
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IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt185289
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IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt262820
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IRS990/OtherSalariesAndWagesGrp/TotalAmt03781660
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IRS990/PayrollTaxesGrp/ProgramServicesAmt0279661
IRS990/PayrollTaxesGrp/TotalAmt0311863
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0106149
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt07282909
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IRS990/PYExcessBenefitTransInd0false
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IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt02506434
IRS990/PYOtherRevenueAmt0156266
IRS990/PYProgramServiceRevenueAmt06731049
IRS990/PYRevenuesLessExpensesAmt068330
IRS990/PYSalariesCompEmpBnftPaidAmt04667630
IRS990/PYTotalExpensesAmt07174064
IRS990/PYTotalRevenueAmt07242394
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IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0442662
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
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IRS990/ReportOtherLiabilitiesInd0true

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,921,227
Liabilities
$2,131,706
Net assets
$5,789,521
Revenue
$7,682,017
Expenses
$7,239,355
Net income
$442,662
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