Civic Intelligence

Episcopal Senior Communities

990 • Fiscal year 2013 • EIN 94-6130471

Apr 01, 2012 to Mar 31, 2013 • Filed on Aug 14, 2013

2185 N California Blvd Suite 57594596
Siviq Scores

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

Liabilities / Assets

89th percentile

0.83x

Higher debt load relative to assets than 89% of similar nonprofits.

2013 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

96th percentile

40%

Faster asset growth than 96% of similar nonprofits.

2013 filings • 501(c)3 • $250M-$1B nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$474,322,491

Up $135,302,833 (+40%) from 2012

Net Assets

Up

$80,308,288

Up $8,933,978 (+13%) from 2012

Liabilities

Up

$394,014,203

Up $126,368,855 (+47%) from 2012

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$97,953,046

Up $2,178,407 (+2.3%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$600M$400M$200M$0Assets 2011: $324,575,674Liabilities 2011: $256,850,436Net Assets 2011: $67,725,2382011Assets 2012: $339,019,658Liabilities 2012: $267,645,348Net Assets 2012: $71,374,3102012Assets 2013: $474,322,491Liabilities 2013: $394,014,203Net Assets 2013: $80,308,2882013Assets 2014: $496,722,581Liabilities 2014: $409,405,923Net Assets 2014: $87,316,6582014Assets 2015: $487,773,122Liabilities 2015: $401,717,224Net Assets 2015: $86,055,8982015Assets 2016: $489,296,821Liabilities 2016: $432,950,487Net Assets 2016: $56,346,3342016Assets 2017: $497,708,456Liabilities 2017: $437,897,555Net Assets 2017: $59,810,9012017Assets 2018: $502,440,513Liabilities 2018: $434,860,010Net Assets 2018: $67,580,5032018Assets 2019: $494,088,394Liabilities 2019: $446,427,707Net Assets 2019: $47,660,6872019Assets 2020: $466,296,281Liabilities 2020: $445,028,262Net Assets 2020: $21,268,0192020Assets 2021: $513,867,587Liabilities 2021: $418,907,201Net Assets 2021: $94,960,3862021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2013

Assets$474,322,491
Liabilities$394,014,203
Net Assets$80,308,288

Operations Trend

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

$300M$200M$100M$0-$100MExpenses 2011: $92,106,9792011Expenses 2012: $95,774,6392012Expenses 2013: $97,953,0462013Revenue 2014: $108,478,703Expenses 2014: $100,370,540Net Income 2014: $8,108,1632014Revenue 2015: $106,370,948Expenses 2015: $105,780,289Net Income 2015: $590,6592015Revenue 2016: $132,541,868Expenses 2016: $132,592,294Net Income 2016: -$50,4262016Revenue 2017: $137,765,276Expenses 2017: $142,287,651Net Income 2017: -$4,522,3752017Revenue 2018: $140,882,047Expenses 2018: $142,809,979Net Income 2018: -$1,927,9322018Revenue 2019: $153,761,637Expenses 2019: $173,012,536Net Income 2019: -$19,250,8992019Revenue 2020: $147,771,280Expenses 2020: $144,045,741Net Income 2020: $3,725,5392020Revenue 2021: $149,175,051Expenses 2021: $142,096,298Net Income 2021: $7,078,7532021Revenue 2022: $275,832,129Expenses 2022: $144,169,290Net Income 2022: $131,662,8392022

Highlighted filing

2013

Revenue-
Expenses$97,953,046
Net Income-
Jump To
Filing Snapshot
Filing Period
Apr 1, 2012 to Mar 31, 2013
Signed
Aug 14, 2013
Return Version
2012v2.1
Gross Receipts
$121,899,516
Mission and Program Overview

Mission

Episcopal senior communities cultivates and builds healthy communities with a continuum of residential and innovation aging services that actively promote intellectual, physical, social and spiritual well-being.

Major Activities

Activity 2
Esc sponsors and manages three community services programs which serve low-income seniors in northern california. Senior resources was the first of esc's community outreach services, having assisted at-risk seniors and connected them to support services for over forty years. The six senior resources directors identify the needs of seniors in their county, design solutions to meet those needs and answer seniors questions on topics such as housing, transportation, and in-home care. In response to need, the san francisco director of senior resources developed elderwise (working in service to elders), a friendly-visitor program that assigns volunteers to visit seniors based on interests, needs, and location. In salinas, the senior resources director developed a program to assist homeless seniors purchase their medications which are prescribed through local clinics. All senior resources directors have safety-net funds to distribute to seniors on a one-time, emergency basis to assist with food, rent, utilities, or unexpected medical costs. Esc also conducts senior produce markets in seventeen locations to meet the growing need for healthy, accessible, affordable food for seniors. They provide fresh fruit and vegetables at wholesale prices. Esc partners with other nonprofit organizations to locate the markets at senior centers, churches and affordable housing communities. The markets are primarily run by volunteers and serve as a welcoming community where seniors can also receive information on other important services. The program was awarded the aging services of california community service award in 2003.finally, esc's senior center without walls (scww) is a telephone activity program designed to alleviate isolation and depression among seniors who are unable to participate in activities outside their home, either due to illness, transportation issues, or caring for a spouse. Senior participants choose from over seventy course offerings each week which are facilitated by volunteers. Scww has received the 2010 jefferson award for public service, the 2009 citation of honor from the international association of homes and services for the aging and the 2008 mindalert award from the american society on aging and metlife foundation.
Activity 3
Esc provides financial assistance to over 40 residents in its continuing care retirement communities who have exhausted their funds and can no longer afford to pay their monthly service fees. These residents receive partial or full credits of their monthly fees depending on their financial need. In some instances, they also receive a stipend so that they can pay for their medications or health care expenses which are not otherwise covered by insurance.
Filing and Contact Details

Filer

EIN
94-6130471
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IRS990/Activity2/Description0ESC SPONSORS AND MANAGES THREE COMMUNITY SERVICES PROGRAMS WHICH SERVE LOW-INCOME SENIORS IN NORTHERN CALIFORNIA. SENIOR RESOURCES WAS THE FIRST OF ESC'S COMMUNITY OUTREACH SERVICES, HAVING ASSISTED AT-RISK SENIORS AND CONNECTED THEM TO SUPPORT SERVICES FOR OVER FORTY YEARS. THE SIX SENIOR RESOURCES DIRECTORS IDENTIFY THE NEEDS OF SENIORS IN THEIR COUNTY, DESIGN SOLUTIONS TO MEET THOSE NEEDS AND ANSWER SENIORS QUESTIONS ON TOPICS SUCH AS HOUSING, TRANSPORTATION, AND IN-HOME CARE. IN RESPONSE TO NEED, THE SAN FRANCISCO DIRECTOR OF SENIOR RESOURCES DEVELOPED ELDERWISE (WORKING IN SERVICE TO ELDERS), A FRIENDLY-VISITOR PROGRAM THAT ASSIGNS VOLUNTEERS TO VISIT SENIORS BASED ON INTERESTS, NEEDS, AND LOCATION. IN SALINAS, THE SENIOR RESOURCES DIRECTOR DEVELOPED A PROGRAM TO ASSIST HOMELESS SENIORS PURCHASE THEIR MEDICATIONS WHICH ARE PRESCRIBED THROUGH LOCAL CLINICS. ALL SENIOR RESOURCES DIRECTORS HAVE SAFETY-NET FUNDS TO DISTRIBUTE TO SENIORS ON A ONE-TIME, EMERGENCY BASIS TO ASSIST WITH FOOD, RENT, UTILITIES, OR UNEXPECTED MEDICAL COSTS. ESC ALSO CONDUCTS SENIOR PRODUCE MARKETS IN SEVENTEEN LOCATIONS TO MEET THE GROWING NEED FOR HEALTHY, ACCESSIBLE, AFFORDABLE FOOD FOR SENIORS. THEY PROVIDE FRESH FRUIT AND VEGETABLES AT WHOLESALE PRICES. ESC PARTNERS WITH OTHER NONPROFIT ORGANIZATIONS TO LOCATE THE MARKETS AT SENIOR CENTERS, CHURCHES AND AFFORDABLE HOUSING COMMUNITIES. THE MARKETS ARE PRIMARILY RUN BY VOLUNTEERS AND SERVE AS A WELCOMING COMMUNITY WHERE SENIORS CAN ALSO RECEIVE INFORMATION ON OTHER IMPORTANT SERVICES. THE PROGRAM WAS AWARDED THE AGING SERVICES OF CALIFORNIA COMMUNITY SERVICE AWARD IN 2003.FINALLY, ESC'S SENIOR CENTER WITHOUT WALLS (SCWW) IS A TELEPHONE ACTIVITY PROGRAM DESIGNED TO ALLEVIATE ISOLATION AND DEPRESSION AMONG SENIORS WHO ARE UNABLE TO PARTICIPATE IN ACTIVITIES OUTSIDE THEIR HOME, EITHER DUE TO ILLNESS, TRANSPORTATION ISSUES, OR CARING FOR A SPOUSE. SENIOR PARTICIPANTS CHOOSE FROM OVER SEVENTY COURSE OFFERINGS EACH WEEK WHICH ARE FACILITATED BY VOLUNTEERS. SCWW HAS RECEIVED THE 2010 JEFFERSON AWARD FOR PUBLIC SERVICE, THE 2009 CITATION OF HONOR FROM THE INTERNATIONAL ASSOCIATION OF HOMES AND SERVICES FOR THE AGING AND THE 2008 MINDALERT AWARD FROM THE AMERICAN SOCIETY ON AGING AND METLIFE FOUNDATION.
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IRS990/Form990PartVIISectionA/Title2DIRECTOR
IRS990/Form990PartVIISectionA/Title3DIRECTOR
IRS990/Form990PartVIISectionA/Title4DIRECTOR
IRS990/Form990PartVIISectionA/Title5DIRECTOR
IRS990/Form990PartVIISectionA/Title6DIRECTOR
IRS990/Form990PartVIISectionA/Title7DIRECTOR
IRS990/Form990PartVIISectionA/Title8DIRECTOR
IRS990/Form990PartVIISectionA/Title9DIRECTOR
IRS990/Form990PartVIISectionA/Title10VICE CHAIRMAN, DIRECTOR
IRS990/Form990PartVIISectionA/Title11DIRECTOR
IRS990/Form990PartVIISectionA/Title12DIRECTOR
IRS990/Form990PartVIISectionA/Title13DIRECTOR
IRS990/Form990PartVIISectionA/Title14CHAIRMAN, DIRECTOR
IRS990/Form990PartVIISectionA/Title15SECRETARY, SR. VP ORGANIZATIONAL ADVANCEMENT
IRS990/Form990PartVIISectionA/Title16PRESIDENT, CEO
IRS990/Form990PartVIISectionA/Title17CFO CORPORATE
IRS990/Form990PartVIISectionA/Title18VP/CHIEF OPERATING OFFICER
IRS990/Form990PartVIISectionA/Title19VP HUMAN RESOURCES
IRS990/Form990PartVIISectionA/Title20VICE PRESIDENT OF OUTREACH PROGRAMS
IRS990/Form990PartVIISectionA/Title21GENERAL COUNSEL, CHIEF RISK OFFICER
IRS990/Form990PartVIISectionA/Title22ED - CW
IRS990/Form990PartVIISectionA/Title23ED - LGM
IRS990/Form990PartVIISectionA/Title24VICE PRESIDENT - LYTTON HEALTH CARE
IRS990/Form990PartVIISectionA/Title25ED - SPT
IRS990/Form990PartVIISectionA/Title26VP AFFORDABLE HOUSING
IRS990/Form990PartVIISectionA/Title27EXECUTIVE DIRECTOR - SLV
IRS990/Form990PartVIISectionA/Title28CORPORATE CONTROLLER
IRS990/Form990PartVIISectionA/Title29TREASURER, CFO AFFORDABLE HOUSING
IRS990/Form990PartVIISectionA/Title30ASSISTANT ED - SLV
IRS990/Form990PartVIISectionA/Title31VP OF FUND DEVELOPMENT - ESCF
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