Civic Intelligence

Solheim Lutheran Home

990 • Fiscal year 2020 • EIN 95-1643384

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 11, 2021

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2236 Merton AveLos Angeles, CA 90041

(323) 257-7518

Siviq Scores

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

Liabilities / Assets

49th percentile

0.25x

Higher debt load relative to assets than 49% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Liabilities / Revenue

47th percentile

0.31x

Higher debt load relative to revenue than 47% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Net Margin

46th percentile

2.9%

Higher net margin than 46% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Top Officer Pay

39th percentile

$207,130

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 1.4% of source-year revenue.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Asset Growth

28th percentile

0.6%

Faster asset growth than 28% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2019 to 2020

Revenue Growth

44th percentile

0.7%

Faster revenue growth than 44% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2019 to 2020

Assets

Up

$18,487,767

Up $114,249 (+0.6%) from 2019

Net Assets

Down

$13,808,203

Down $526,956 (-3.7%) from 2019

Liabilities

Up

$4,679,564

Up $641,205 (+16%) from 2019

Revenue

Up

$15,038,784

Up $107,203 (+0.7%) from 2019

Expenses

Up

$14,608,599

Up $1,094,808 (+8.1%) from 2019

Net Income

Down

$430,185

Down $987,605 (-70%) from 2019

Historical Trend

Balance Sheet Trend

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

$20M$15M$10M$5.0M$0Assets 2010: $11,905,769Liabilities 2010: $7,667,546Net Assets 2010: $4,238,2232010Assets 2011: $11,659,909Liabilities 2011: $7,151,126Net Assets 2011: $4,508,7832011Assets 2012: $11,861,809Liabilities 2012: $6,550,249Net Assets 2012: $5,311,5602012Assets 2013: $13,641,385Liabilities 2013: $6,010,391Net Assets 2013: $7,630,9942013Assets 2014: $14,151,052Liabilities 2014: $5,308,157Net Assets 2014: $8,842,8952014Assets 2015: $15,454,590Liabilities 2015: $5,995,562Net Assets 2015: $9,459,0282015Assets 2016: $15,580,969Liabilities 2016: $5,020,933Net Assets 2016: $10,560,0362016Assets 2017: $15,734,697Liabilities 2017: $4,610,593Net Assets 2017: $11,124,1042017Assets 2018: $16,248,101Liabilities 2018: $4,419,069Net Assets 2018: $11,829,0322018Assets 2019: $18,373,518Liabilities 2019: $4,038,359Net Assets 2019: $14,335,1592019Assets 2020: $18,487,767Liabilities 2020: $4,679,564Net Assets 2020: $13,808,2032020Assets 2021: $18,763,299Liabilities 2021: $3,726,684Net Assets 2021: $15,036,6152021Assets 2022: $16,614,257Liabilities 2022: $4,011,229Net Assets 2022: $12,603,0282022Assets 2023: $17,882,961Liabilities 2023: $4,264,097Net Assets 2023: $13,618,8642023Assets 2024: $19,240,785Liabilities 2024: $5,326,243Net Assets 2024: $13,914,5422024

Highlighted filing

2020

Assets$18,487,767
Liabilities$4,679,564
Net Assets$13,808,203

Operations Trend

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

$20M$10M$0-$10MRevenue 2010: $11,404,556Expenses 2010: $10,851,341Net Income 2010: $553,2152010Revenue 2011: $11,299,773Expenses 2011: $11,044,769Net Income 2011: $255,0042011Expenses 2012: $11,446,0632012Revenue 2013: $12,898,547Expenses 2013: $10,931,648Net Income 2013: $1,966,8992013Revenue 2014: $12,335,754Expenses 2014: $11,109,515Net Income 2014: $1,226,2392014Revenue 2015: $12,080,916Expenses 2015: $11,246,444Net Income 2015: $834,4722015Revenue 2016: $12,705,162Expenses 2016: $11,960,058Net Income 2016: $745,1042016Revenue 2017: $12,769,242Expenses 2017: $12,713,448Net Income 2017: $55,7942017Revenue 2018: $14,485,660Expenses 2018: $13,060,848Net Income 2018: $1,424,8122018Revenue 2019: $14,931,581Expenses 2019: $13,513,791Net Income 2019: $1,417,7902019Revenue 2020: $15,038,784Expenses 2020: $14,608,599Net Income 2020: $430,1852020Revenue 2021: $14,981,250Expenses 2021: $14,472,481Net Income 2021: $508,7692021Revenue 2022: $15,161,959Expenses 2022: $16,387,833Net Income 2022: -$1,225,8742022Revenue 2023: $17,773,203Expenses 2023: $17,545,848Net Income 2023: $227,3552023Revenue 2024: $19,070,439Expenses 2024: $19,611,452Net Income 2024: -$541,0132024

Highlighted filing

2020

Revenue$15,038,784
Expenses$14,608,599
Net Income$430,185
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 11, 2021
Return Version
2020v4.1
Gross Receipts
$27,980,780
Mission and Program Overview

Mission

The mission of solheim lutheran home is to provide abundant living for older adults in a caring faith based community filled with love, peace, dignity, and security.

Provide a home, health care, and security for the older adults who have chosen solheim as their home.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$9,969,995$10,470,699▲ $500,704
Land, Buildings, and Equipment, Net$5,256,779$5,147,300▼ $109,479
Cash and Non-Interest-Bearing Accounts$487,780$838,346▲ $350,566
Accounts Receivable$738,576$714,920▼ $23,656
Investments Other Securities$521,649$503,072▼ $18,577
Prepaid Expenses and Deferred Charges$425,581$429,287▲ $3,706
Savings and Temporary Cash Investments$584,843$265,500▼ $319,343
Receivables From Officers Etc$0$43,985▲ $43,985
Pledges and Grants Receivable$50,000$14,980▼ $35,020
Total Assets$18,373,518$18,487,767▲ $114,249
Other Assets Total$338,315$59,678▼ $278,637
Liabilities
Deferred Revenue$2,691,861$2,004,709▼ $687,152
Unsecured Notes Loans Payable-$1,542,600-
Accounts Payable and Accrued Expenses$948,879$785,033▼ $163,846
Mortgage Notes Payable Secured by Investment Property$397,619$347,222▼ $50,397
Total Liabilities$4,038,359$4,679,564▲ $641,205
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$14,253,137$13,688,591▼ $564,546
Net Assets With Donor Restrictions$82,022$119,612▲ $37,590
Total Net Assets Fund Balance$14,335,159$13,808,203▼ $526,956
Total Liabilities and Net Assets / Fund Balance$18,373,518$18,487,767▲ $114,249

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,726,846$10,765,685$13,337,031
Equipment$549,629$2,176,821$2,726,450
Land$1,574,892-$1,574,892
Other Land Buildings$295,933-$295,933
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Samuel OdenChief Executive OfficerFT$184,302$22,828$207,130
James W GraunkeExecutive Director/CEO (until Jan)FT$26,504$158,622$185,126
Antonio DavilaDirector Finance & CFOFT$132,325$9,983$142,308
Nabil FaragSnf Administrator (until Jul)FT$126,447$5,315$131,762
Dory PoloDirector of Nursing ServicFT$119,962$9,786$129,748

Board Members and Trustees

NameTitle
Cl Keedy IiiChair (from Jan)
Paul JacquesChair (until Jan)
Paul EggeVice Chair
Robert MenziesVice Chair (from Nov)
Rev Dr R Guy ErwinBishop, Southwest Californ
Barbara RogersMember
Bishop Murray FinckMember
Carol PetersMember
Hon Ray JuradoMember
Janet SuzukiMember
Jim BarberMember
Pr Keith BanwartMember
William KrantzMember
Eileen OlsonResident Representative
Annette Brende Rn MbaSecretary
Renee BrandtTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$918,853
Program Service Revenue
$13,292,459
Investment Income
$769,827
Other Revenue
$57,645
All Other Contributions
$281,786
Change in Net Assets
$430,185

Audited Revenue Reconciliation

Revenue per Audited Statements
$14,987,961
Revenue Not Reported on Financial Statements
$50,823
Revenue Not Reported on Form 990
$-900,286
Total Revenue per Audited Statements
$14,087,675
Total Revenue per Form 990
$15,038,784
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$10,449,024
Other Expenses$4,159,575
Total Fundraising Expense$131,006
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$5,900,606$850,139$88,091$6,838,836
Other Employee Benefits$1,464,082$138,453$14,095$1,616,630
Payroll Taxes$661,123$137,127$7,863$806,113
Pension Plan Contributions$678,931$68,683$6,923$754,537
Depreciation Depletion$551,835$136,815-$688,650
Occupancy$454,205$35,731-$489,936
Current Officers, Directors, Trustees, and Key Employees$159,531$273,377-$432,908
Office Expenses$323,543$94,410$3,960$421,913
Other Expenses$162,492$152,815$40$315,347
Insurance$173,784$84,408-$258,192
Information Technology-$184,540$1,273$185,813
All Other Expenses$110,491$65,092$8,512$184,095
Fees for Services Legal-$157,791-$157,791
Fees for Services Other$51,825$51,759-$103,584
Fees for Services Accounting-$59,700-$59,700
Fees for Service Investment Mgmnt Fees-$50,823-$50,823
Advertising-$19,349$150$19,499
Conferences and Meetings$3,762$9,996-$13,758
Travel$246$11,475-$11,721
Total Functional Expenses$11,828,567$2,649,026$131,006$14,608,599

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$14,614,631
Total Expenses per Form 990$14,608,599
Expenses per Audited Statements$14,557,776
Expenses Not Reported on Form 990$56,855
Expenses Not Reported on Financial Statements$50,823
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 Officers, Directors, Trustees, and Key Employees$0$43,985▲ $43,985
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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, Section A, Line 1

The board of directors delegates the power of authority to the executive committee in accordance with the bylaws. The executive committee then has the authority to carry out governance as outlined in the bylaws.

Form 990, Part VI, Section A, Line 6

The members of the corporation consist of each currently functioning congregation of the southwest california synod of the evangelical lutheran church in america "elca" that elects to be considered a constituent congregation of the corporation.

Form 990, Part VI, Section A, Line 7A

Each member congregation is invited annually to select two persons as voting delegates to the annual meeting of the members. The delegates at the annual meeting select the directors of the board, except for the position held by the bishop of the southwest california synod of the elca or his/her designee. The members also have the right to remove a director of the board with or without cause.

Form 990, Part VI, Section A, Line 7B

Amendments to the corporation bylaws are recommended by the board and subject to the approval by the voting members of the corporation.

Form 990, Part VI, Section B, Line 11B

The review of the entire form 990 prior to its filing was performed by the chief executive officer, the chief financial officer, and the members of the board of directors.

Form 990, Part VI, Section B, Line 12C

All members of the governing body are required to sign a conflict of interest statement annually. New board members sign this statement in the month of their election or appointment. If a conflict arises from a new activity or other interest, the board member shall promptly disclose the same in writing to the president of the board. Any board member who has a conflict of interest will refrain from voting on issues related to that interest. The president of the board and executive director are responsible for monitoring the conflict of interest policy. All employees sign a conflict of interest statement as part of the employee handbook upon hire.

Form 990, Part VI, Section B, Line 15

Members of the executive committee of the board are responsible for reviewing and approving the compensation of the chief executive officer based on an annual written evaluation and compensation tables published by leadingage. This salary survey is conducted annually and includes data specific to not-for-profit retirement communities and reported by geographic region and comparable position. The cheif executive officer reviews the appropriateness of the compensation of the chief financial officer and other positions within the organization using the same salary surveys. These salary surveys are also used to determine the appropriateness of wages and salaries paid. The policies and personnel committee of the board of directors reviews a detailed salary schedule for all positions as part of the annual budget process.

Form 990, Part VI, Section C, Line 19

Solheim makes the following documents available to the public by providing copies upon request or making them available for inspection at the corporate office: irs form 990, audited financial statements, annual report, irs tax exemption determination letter, and conflict of interest policy. Audited financial statements are an attachment to each new continuing care contract. Summarized financial statements are presented to the residents of solheim on a quarterly basis during a town meeting, are included in the annual report, and are published annually in the southwest california synod elca, bulletin of reports.

Filing and Contact Details

Filer

Filer Name
Solheim Lutheran Home
EIN
95-1643384
Phone
3232577518
Address
2236 MERTON AVE, LOS ANGELES, CA 90041
Doing Business As
Solheim Senior Community

Signing Officer

Name
Antonio Davila
Title
Director Finance & CFO
Phone
3232577518
Signed
2021-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Samuel Oden
Formed
1954
Legal Domicile
CA
Voting Board Members
13
Independent Board Members
13
Employees
232
Volunteers
30

Preparer

Firm
Eide Bailly Llp
Address
10681 FOOTHILL BLVD STE 300, RANCHO CUCAMONGA, CA 91730-3831
Preparer
Catherine L Gray
Phone
9094664410
Supplemental Narrative

Additional Explanations

FORM 990 PART III LINE 4A, DESCRIPTION OF PROGRAM SERVICES:

Solheim lutheran home dba solheim senior community is a not-for-profit life plan community (also known as a continuing care retirement community) located in the eagle rock neighborhood of the city of los angeles, california. Founded in 1923, solheim provides 24-hour high quality residential and assisted living services, memory care and skilled nursing care to older adults of all faiths. We offer our residents a full, vibrant senior living experience with social and engaging activities and outings. We place special emphasis on wellness activities and community access for our residents. We have a wellness center and a wellness coordinator so that our residents can stay physically and mentally healthy. Solheim provides rehabilitation services through our skilled nursing program. Solheim's rehabilitation services include physical, occupational, and speech therapy, as well as medications, social services, and medical equipment to enable older adults to regain mobility and control of their lives in a safe and supportive environment. Solheim provides one wheelchair accessible van and a 30-passenger wheelchair accessible bus enable residents to go on outings regardless of their mobility. In 2020 solheim provided services for an average population of 137 residents in 2020. With dedicated staff that has an average length of employment greater than nine years, solheim aspires to partner with each resident and his/her family to provide individualized service and a true feeling of community. Solheim's board designated benevolent fund and contributions received for this fund during 2020 enable solheim to provide $172,000 worth of uncompensated care to residents who were unable to pay standard fees. Solheim is a teaching site for health care students who are guided by solheim's residents and staff to learn the best approaches to working with a senior population. Our thriving volunteer program attracts students, family members, community members and congregation members who add to the quality of life. Solheim was the fiscal agent for health ministries of the foothills (hmf), a local not-for-profit organization, to provide health promotion activities, to parishioners and seniors in the cities of glendale and la canada-flintridge. The administrative support by solheim to hmf ended on june 30, 2020, due to a decision of the hmf board to merge into the southern california synod. Solheim welcomes community groups on campus, including the eagle rock chamber of commerce and church fellowship groups. Unfortunately, due to the pandemic, activities such as resident outings, teaching to healthcare students, and community groups gatherings were not possible during 2020. Solheim looks forward to welcoming all back in the near future.

FORM 990, PART XI, LINE 9:

Provision for doubtful accounts -56,855. Impairment of deferred costs -275,805.

Financial Statement Notes

PART X, LINE 2:

Management believes that it has appropriate support for any tax positions taken affecting its annual filing requirements, and as such, does not have any uncertain tax positions that are material to the financial statements. Solheim would recognize future accrued interest and penalties related to unrecognized tax benefits and liabilities in income tax expense if such interest and penalties are incurred.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Impairment of deferred costs -275,805.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Provision for doubtful accounts 56,855.

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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd8X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt07828
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt18546
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt29983
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt35315
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt49786
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/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt200
IRS990/Form990PartVIISectionAGrp/PersonNm0SAMUEL ODEN
IRS990/Form990PartVIISectionAGrp/PersonNm1JAMES W GRAUNKE
IRS990/Form990PartVIISectionAGrp/PersonNm2ANTONIO DAVILA
IRS990/Form990PartVIISectionAGrp/PersonNm3NABIL FARAG
IRS990/Form990PartVIISectionAGrp/PersonNm4DORY POLO
IRS990/Form990PartVIISectionAGrp/PersonNm5CL KEEDY III
IRS990/Form990PartVIISectionAGrp/PersonNm6PAUL JACQUES
IRS990/Form990PartVIISectionAGrp/PersonNm7ROBERT MENZIES
IRS990/Form990PartVIISectionAGrp/PersonNm8PAUL EGGE
IRS990/Form990PartVIISectionAGrp/PersonNm9ANNETTE BRENDE RN MBA
IRS990/Form990PartVIISectionAGrp/PersonNm10RENEE BRANDT
IRS990/Form990PartVIISectionAGrp/PersonNm11WILLIAM KRANTZ
IRS990/Form990PartVIISectionAGrp/PersonNm12REV DR R GUY ERWIN
IRS990/Form990PartVIISectionAGrp/PersonNm13PR KEITH BANWART
IRS990/Form990PartVIISectionAGrp/PersonNm14JIM BARBER
IRS990/Form990PartVIISectionAGrp/PersonNm15HON RAY JURADO
IRS990/Form990PartVIISectionAGrp/PersonNm16CAROL PETERS
IRS990/Form990PartVIISectionAGrp/PersonNm17JANET SUZUKI
IRS990/Form990PartVIISectionAGrp/PersonNm18BISHOP MURRAY FINCK
IRS990/Form990PartVIISectionAGrp/PersonNm19BARBARA ROGERS
IRS990/Form990PartVIISectionAGrp/PersonNm20EILEEN OLSON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0199302
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1176580
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2132325
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt3126447
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt4119962
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/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
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/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHIEF EXECUTIVE OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt1EXECUTIVE DIRECTOR/CEO (UNTIL JAN)
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR FINANCE & CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt3SNF ADMINISTRATOR (UNTIL JUL)
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR OF NURSING SERVIC
IRS990/Form990PartVIISectionAGrp/TitleTxt5CHAIR (FROM JAN)
IRS990/Form990PartVIISectionAGrp/TitleTxt6CHAIR (UNTIL JAN)
IRS990/Form990PartVIISectionAGrp/TitleTxt7VICE CHAIR (FROM NOV)
IRS990/Form990PartVIISectionAGrp/TitleTxt8VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt9SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt10TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt11MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12BISHOP, SOUTHWEST CALIFORN
IRS990/Form990PartVIISectionAGrp/TitleTxt13MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt16MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt17MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt18MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt19MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt20RESIDENT REPRESENTATIVE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01954
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt0-47499
IRS990/GainOrLossGrp/SecuritiesAmt0600684
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GovernmentGrantsAmt0637067
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt013444148
IRS990/GrossReceiptsAmt027980780
IRS990/GrossRentsGrp/RealAmt03000
IRS990/GroupExemptionNum09386
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt013
IRS990/IndivRcvdGreaterThan100KCnt05
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt01273
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0184540
IRS990/InformationTechnologyGrp/TotalAmt0185813
IRS990/InsuranceGrp/ManagementAndGeneralAmt084408
IRS990/InsuranceGrp/ProgramServicesAmt0173784
IRS990/InsuranceGrp/TotalAmt0258192
IRS990/InvestmentIncomeGrp/ExclusionAmt0216642
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0216642
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0521649
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0503072
IRS990/InvestmentsPubTradedSecGrp/BOYAmt09969995
IRS990/InvestmentsPubTradedSecGrp/EOYAmt010470699
IRS990/IRPDocumentCnt037
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt012942506
IRS990/LandBldgEquipBasisNetGrp/BOYAmt05256779
IRS990/LandBldgEquipBasisNetGrp/EOYAmt05147300
IRS990/LandBldgEquipCostOrOtherBssAmt018089806
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt047499
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt012843464
IRS990/LessRentalExpensesGrp/RealAmt051033
IRS990/LoanOutstandingInd01
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE ABUNDANT LIVING FOR OLDER ADULTS IN A CARING FAITH-BASED COMMUNITY FILLED WITH LOVE, PEACE, DIGNITY, AND SECURITY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0397619
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0347222
IRS990/NetAssetsOrFundBalancesBOYAmt014335159
IRS990/NetAssetsOrFundBalancesEOYAmt013808203
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0553185
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0553185
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt0-48033
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0-48033
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-624481
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt014253137
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt013688591
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt035731
IRS990/OccupancyGrp/ProgramServicesAmt0454205
IRS990/OccupancyGrp/TotalAmt0489936
IRS990/OfficeExpensesGrp/FundraisingAmt03960
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt094410
IRS990/OfficeExpensesGrp/ProgramServicesAmt0323543
IRS990/OfficeExpensesGrp/TotalAmt0421913
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0338315
IRS990/OtherAssetsTotalGrp/EOYAmt059678
IRS990/OtherChangesInNetAssetsAmt0-332660
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt014095
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0138453
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt01464082
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01616630
IRS990/OtherExpensesGrp/Desc0FOOD SERVICES
IRS990/OtherExpensesGrp/Desc1COVID 19 EXPENSES
IRS990/OtherExpensesGrp/Desc2ANCILLARY EXPENSES
IRS990/OtherExpensesGrp/Desc3OTHER EXPENSES
IRS990/OtherExpensesGrp/FundraisingAmt099
IRS990/OtherExpensesGrp/FundraisingAmt140
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt050578
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt115965
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2152815
IRS990/OtherExpensesGrp/ProgramServicesAmt0399964
IRS990/OtherExpensesGrp/ProgramServicesAmt1408535
IRS990/OtherExpensesGrp/ProgramServicesAmt2323612
IRS990/OtherExpensesGrp/ProgramServicesAmt3162492
IRS990/OtherExpensesGrp/TotalAmt0450542
IRS990/OtherExpensesGrp/TotalAmt1424599
IRS990/OtherExpensesGrp/TotalAmt2323612
IRS990/OtherExpensesGrp/TotalAmt3315347
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0FAMILES FIRST CORONAVI
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0105678
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0105678
IRS990/OtherRevenueTotalAmt0105678
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt088091
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0850139
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt05900606
IRS990/OtherSalariesAndWagesGrp/TotalAmt06838836
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt07863
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0137127
IRS990/PayrollTaxesGrp/ProgramServicesAmt0661123
IRS990/PayrollTaxesGrp/TotalAmt0806113
IRS990/PensionPlanContributionsGrp/FundraisingAmt06923
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt068683
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0678931
IRS990/PensionPlanContributionsGrp/TotalAmt0754537
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt050000
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt014980
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0425581
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0429287
IRS990/PrincipalOfficerNm0SAMUEL ODEN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623000
IRS990/ProgramServiceRevenueGrp/BusinessCd1623000
IRS990/ProgramServiceRevenueGrp/BusinessCd2623000
IRS990/ProgramServiceRevenueGrp/BusinessCd3623000
IRS990/ProgramServiceRevenueGrp/BusinessCd4623000
IRS990/ProgramServiceRevenueGrp/Desc0RESIDENT FEES - SKILLE
IRS990/ProgramServiceRevenueGrp/Desc1RESIDENT FEES - MEMORY
IRS990/ProgramServiceRevenueGrp/Desc2RESIDENT FEES - ASSIST
IRS990/ProgramServiceRevenueGrp/Desc3ANCILLARY SERVICES & F
IRS990/ProgramServiceRevenueGrp/Desc4RESIDENT FEES - RESIDE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt06543202
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt12266162
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt21785514
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt31457740
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt41239841
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt06543202

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.2$5.33$13.9$19.1$19.6$0.54
2023Summary only. Only limited summary data is available for this year.$17.9$4.26$13.6$17.8$17.5$0.23
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.6$4.01$12.6$15.2$16.4$1.23
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.8$3.73$15.0$15.0$14.5$0.51
2020Detailed filing. Detailed filing data is available for this year.$18.5$4.68$13.8$15.0$14.6$0.43
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.4$4.04$14.3$14.9$13.5$1.42
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.2$4.42$11.8$14.5$13.1$1.42
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.7$4.61$11.1$12.8$12.7$0.06
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.6$5.02$10.6$12.7$12.0$0.75
2015Detailed filing. Detailed filing data is available for this year.$15.5$6.00$9.46$12.1$11.2$0.83
2014Detailed filing. Detailed filing data is available for this year.$14.2$5.31$8.84$12.3$11.1$1.23
2013Detailed filing. Detailed filing data is available for this year.$13.6$6.01$7.63$12.9$10.9$1.97
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.9$6.55$5.31$11.4
2011Summary only. Only limited summary data is available for this year.$11.7$7.15$4.51$11.3$11.0$0.26
2010Summary only. Only limited summary data is available for this year.$11.9$7.67$4.24$11.4$10.9$0.55