Civic Intelligence

Atherton Baptist Homes

990 • Fiscal year 2018 • EIN 95-1683861

Jan 01, 2018 to Dec 31, 2018 • Filed on Oct 02, 2019

214 So Atlantic BlvdAlhambra, CA 91801

(626) 289-4178

Siviq Scores

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

Liabilities / Assets

96th percentile

1.20x

Higher debt load relative to assets than 96% of similar nonprofits.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2018

Liabilities / Revenue

89th percentile

3.03x

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

2018 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2018

Net Margin

60th percentile

7.7%

Higher net margin than 60% of similar nonprofits.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2018

Top Officer Pay

15th percentile

$171,055

Higher top officer pay than 15% of similar nonprofits.

Top officer pay equals 0.7% of source-year revenue.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2018

Asset Growth

31st percentile

-0.9%

Faster asset growth than 31% of similar nonprofits.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2017 to 2018

Revenue Growth

67th percentile

11%

Faster revenue growth than 67% of similar nonprofits.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2017 to 2018

Assets

Down

$58,423,128

Down $543,272 (-0.9%) from 2017

Net Assets

Down

-$11,507,158

Down $19,495 (-0.2%) from 2017

Liabilities

Down

$69,930,286

Down $523,777 (-0.7%) from 2017

Revenue

Up

$23,099,105

Up $2,326,814 (+11%) from 2017

Expenses

Up

$21,311,861

Up $920,550 (+4.5%) from 2017

Net Income

Up

$1,787,244

Up $1,406,264 (+369%) from 2017

Historical Trend

Balance Sheet Trend

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

$100M$50M$0-$50MAssets 2010: $61,927,706Liabilities 2010: $53,690,622Net Assets 2010: $8,237,0842010Assets 2011: $65,163,177Liabilities 2011: $59,319,267Net Assets 2011: $5,843,9102011Assets 2012: $61,977,573Liabilities 2012: $60,800,835Net Assets 2012: $1,176,7382012Assets 2013: $66,088,305Liabilities 2013: $66,866,501Net Assets 2013: -$778,1962013Assets 2014: $58,218,624Liabilities 2014: $62,607,696Net Assets 2014: -$4,389,0722014Assets 2015: $57,953,604Liabilities 2015: $64,855,071Net Assets 2015: -$6,901,4672015Assets 2016: $57,281,584Liabilities 2016: $69,676,075Net Assets 2016: -$12,394,4912016Assets 2017: $58,966,400Liabilities 2017: $70,454,063Net Assets 2017: -$11,487,6632017Assets 2018: $58,423,128Liabilities 2018: $69,930,286Net Assets 2018: -$11,507,1582018Assets 2019: $60,303,796Liabilities 2019: $69,567,901Net Assets 2019: -$9,264,1052019Assets 2020: $64,469,595Liabilities 2020: $71,674,952Net Assets 2020: -$7,205,3572020Assets 2021: $68,058,252Liabilities 2021: $66,730,175Net Assets 2021: $1,328,0772021Assets 2022: $65,793,452Liabilities 2022: $65,993,780Net Assets 2022: -$200,3282022Assets 2023: $69,556,758Liabilities 2023: $64,358,431Net Assets 2023: $5,198,3272023Assets 2024: $75,583,988Liabilities 2024: $65,822,181Net Assets 2024: $9,761,8072024

Highlighted filing

2018

Assets$58,423,128
Liabilities$69,930,286
Net Assets-$11,507,158

Operations Trend

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

$30M$20M$10M$0-$10MExpenses 2010: $14,036,4502010Expenses 2011: $16,766,0432011Expenses 2012: $21,052,2362012Revenue 2013: $18,866,286Expenses 2013: $21,538,304Net Income 2013: -$2,672,0182013Revenue 2014: $17,759,104Expenses 2014: $21,209,217Net Income 2014: -$3,450,1132014Revenue 2015: $18,964,711Expenses 2015: $20,748,772Net Income 2015: -$1,784,0612015Revenue 2016: $20,880,516Expenses 2016: $27,190,245Net Income 2016: -$6,309,7292016Revenue 2017: $20,772,291Expenses 2017: $20,391,311Net Income 2017: $380,9802017Revenue 2018: $23,099,105Expenses 2018: $21,311,861Net Income 2018: $1,787,2442018Revenue 2019: $23,308,689Expenses 2019: $22,255,912Net Income 2019: $1,052,7772019Revenue 2020: $23,881,183Expenses 2020: $23,219,087Net Income 2020: $662,0962020Revenue 2021: $29,674,182Expenses 2021: $22,985,593Net Income 2021: $6,688,5892021Revenue 2022: $24,629,443Expenses 2022: $23,811,699Net Income 2022: $817,7442022Revenue 2023: $26,089,939Expenses 2023: $24,291,727Net Income 2023: $1,798,2122023Revenue 2024: $27,304,675Expenses 2024: $24,754,910Net Income 2024: $2,549,7652024

Highlighted filing

2018

Revenue$23,099,105
Expenses$21,311,861
Net Income$1,787,244
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Oct 2, 2019
Return Version
2018v3.1
Gross Receipts
$33,155,592
Mission and Program Overview

Mission

A senior community rooted in christian values, enriching lives and honoring all.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$37,709,765$36,695,471▼ $1,014,294
Investments in Publicly Traded Securities$11,676,175$12,091,559▲ $415,384
Savings and Temporary Cash Investments$3,696,087$5,370,692▲ $1,674,605
Prepaid Expenses and Deferred Charges$418,158$437,705▲ $19,547
Accounts Receivable$547,649$363,837▼ $183,812
Cash and Non-Interest-Bearing Accounts$160,066$216,453▲ $56,387
Inventories for Sale or Use$21,264$18,224▼ $3,040
Total Assets$58,966,400$58,423,128▼ $543,272
Other Assets Total$4,737,236$3,229,187▼ $1,508,049
Liabilities
Tax Exempt Bond Liabilities$31,260,000$30,435,000▼ $825,000
Other Liabilities$22,926,617$22,839,858▼ $86,759
Deferred Revenue$14,404,439$14,518,073▲ $113,634
Accounts Payable and Accrued Expenses$1,754,291$2,071,831▲ $317,540
Mortgage Notes Payable Secured by Investment Property$108,716$65,524▼ $43,192
Total Liabilities$70,454,063$69,930,286▼ $523,777
Net Assets / Fund Balance
Temporarily Rstr Net Assets$247,635$299,278▲ $51,643
Unrestricted Net Assets$-11,735,298$-11,806,436▼ $71,138
Total Net Assets Fund Balance$-11,487,663$-11,507,158▼ $19,495
Total Liabilities and Net Assets / Fund Balance$58,966,400$58,423,128▼ $543,272

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$29,750,777$31,239,555$60,990,332
Equipment$2,816,486$8,507,036$11,323,522
Land$3,350,093-$3,350,093
Other Land Buildings$778,115-$778,115
Other Assets Org$73,554--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Rev J Craig StattonPresident/CEOFT$100,796$70,259$171,055
Mrs Jocelyn PascualChief Financial OfficerFT$126,004$38,062$164,066
Mrs Kimberly FlowersChief Development OfficerFT$109,351$23,984$133,335
Mrs Mary MonnierSnf AdministratorFT$106,543$22,162$128,705
Mr Willis R Hull Iii Thru 0818Director of Marketing & SalesFT$117,944$7,349$125,293
Mrs Katayoon AzadehDirector of NursingFT$112,834$10,740$123,574
Mr Paul WilliamsonMds CoordinatorFT$106,108$10,187$116,295

Board Members and Trustees

NameTitle
Mr Dale L MontgomeryChair
Esq Warren a WilliamsVice-chair
Mr Dave EstridgeBoard Member
Mr Donald L SmithBoard Member
Mr Gary FrueholzBoard Member
Mr Kevin ChoBoard Member
Mrs Joanna SzetoBoard Member
Mrs Lois GomezBoard Member
Mrs Patty FreyBoard Member
Rev Jonathan CastilloBoard Member
Mr Tom GardnerSecretary
Mr Rick WentzelTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Morrison Management Specialists INCDining/hskpg/mgmt ServicesPO BOX 102289, Atlanta, GA 30368-2289$5,094,522
Therapy SpecialistsRehab Therapy Services3760 CONVOY ST 204, San Diego, CA 92111$695,680
Richard L Watson & Son INCConstruction/renovation Services2053 MILAN AVE, South Pasadena, CA 91030$309,863
Quality InteriorsConstruction/renovation Services2917 SHADOW CANYON CIR, Norco, CA 92860$184,638
Riley ElectricElectrical Installation And Repair Servi1800 W 11TH ST UNIT C, Upland, CA 91786$175,687
Revenue and Support

Revenue Composition

Contributions and Grants
$901,779
Program Service Revenue
$21,515,484
Investment Income
$410,016
Other Revenue
$271,826
All Other Contributions
$901,779
Change in Net Assets
$1,787,244

Audited Revenue Reconciliation

Revenue per Audited Statements
$23,035,818
Revenue Not Reported on Financial Statements
$63,287
Revenue Not Reported on Form 990
$-888,860
Other Revenue Adjustments
$-43,427
Total Revenue per Audited Statements
$22,146,958
Total Revenue per Form 990
$23,099,105
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$13,517,292
Salaries, Compensation, and Employee Benefits$7,794,569
Total Fundraising Expense$243,304
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$5,041,629$447,608$112,233$5,601,470
Depreciation Depletion$2,270,631$334,634-$2,605,265
Interest$1,226,915--$1,226,915
Other Employee Benefits$892,819$114,514$9,705$1,017,038
All Other Expenses$591,529$279,145$1,660$872,334
Occupancy$680,271$16,868-$697,139
Payroll Taxes$368,999$44,873$8,245$422,117
Pension Plan Contributions$352,360$46,504$19,959$418,823
Office Expenses$286,660$106,066$21,721$414,447
Current Officers, Directors, Trustees, and Key Employees$159,008$159,008$17,105$335,121
Insurance$332,547--$332,547
Advertising$122,691$131,400$27,490$281,581
Other Expenses$175,803$18,515$1,562$195,880
Fees for Service Investment Mgmnt Fees-$106,714-$106,714
Fees for Services Accounting-$62,988-$62,988
Travel$29,991$869$640$31,500
Conferences and Meetings$9,769$5,175$1,956$16,900
Fees for Services Legal-$10,236-$10,236
Total Functional Expenses$18,898,556$2,170,001$243,304$21,311,861

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$21,311,861
Expenses per Audited Statements$21,248,574
Total Expenses per Audited Statements$21,027,018
Expenses Not Reported on Financial Statements$63,287
Other Expense Adjustments$-43,427
Expenses Not Reported on Form 990$-221,556
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Repayable Entrance Fees Liability$15,812,283
Pension Liability$2,461,868
Unamortized Bond Premium$2,226,450
Deposits on Entrance Fees$838,826
Gift Annuities Payable$794,057
Resident Trust Funds Payable$656,745
Charitable Remainder Trusts & Pooled Income Funds Liabilities$49,629

Bond Issues

BondIssuerIssuedIssue PricePurpose
ACity of Alhambra California2016-11-04$33,848,000SEE PART IV

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$33,848,000$5,072,850-$676,960

Bond Financing Compliance

No rebate due
No
Rebate not yet due
Yes
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
No
Corrective action procedures
Yes
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 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
No
Management duties delegated
No

Governance Explanations

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

Form 990 is reviewed by the cfo and then sent to the audit committee for their review. Once approved, the form 990 is electronically sent via secured portal by the cfo to all board members for their review prior to filing with the internal revenue service.

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

In 2009 the organization formally adopted a conflict of interest policy as proposed by our external auditors. Conflict of interest policy is reviewed on an annual basis and a signed statement is obtained every year. Any board member having a possible conflict of interest in any matter must disclose the existence and nature of the conflict. After disclosure of a potential conflict of interest to the board, the interested board member must recuse him/herself from participating in a board deliberation and decision involving possible coi transaction. Currently, the president/ceo has secured the signatures of the board members. Heretofore, there have been no instances of actual conflict of interest with board members since none of them do business with atherton baptist homes.

Form 990, Part VI, Section B, Line 15

Atherton aims at the midpoint of compensation as reported by the annual aging services trade publication salary survey for california. If increases are contemplated for the ceo and/or cfo for next year, the finance committee will perform the review as specified. When compensation increase is granted, it is reviewed and approved by the board of trustees and documented in the board minutes.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents available to the public upon request. The organization's audited financial statements are also made available to the public by its own website.

Filing and Contact Details

Filer

Filer Name
Atherton Baptist Homes
EIN
95-1683861
Phone
6262894178
Address
214 SO ATLANTIC BLVD, ALHAMBRA, CA 91801

Signing Officer

Name
Jocelyn Pascual
Title
CFO
Phone
6262894178
Signed
2019-10-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jocelyn Pascual
Formed
1914
Legal Domicile
CA
Voting Board Members
13
Independent Board Members
12
Employees
201
Volunteers
200

Preparer

Firm
Moss Adams Llp
Address
10960 WILSHIRE BLVD 1100, LOS ANGELES, CA 90024
Preparer
Lauren Haverlock
Phone
3104770450
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Change in minimum pension liability -65,043. Change in value associated w/obligations under ctr & pooled income funds 123,924. Cumulative effect of change in accounting principle asu 2016-14 -1,139,435.

Financial Statement Notes

PART X, LINE 2:

Atherton is organized as a non-profit corporation under the general non-profit corporation laws of the state of california, and is exempt from federal income taxation under internal revenue code section 501(c)(3). Non-profit organizations are generally not liable for taxes on income; therefore, no provision is made for such taxes in the financial statements. Atherton considers many factors when evaluating and estimating its tax positions and tax benefits, which may require periodic adjustments and which may not accurately anticipate actual outcomes. Atherton evaluates its uncertain tax positions using the provisions with u.s. Gaap. These standards require management to perform an evaluation of all tax positions taken, or expected to be taken in the course of preparing the atherton's tax returns. Management believes the tax positions taken more likely than not will be sustained under examination by the applicable tax authorities. Examples of tax positions include tax-exempt status of atherton, and various positions related to the potential sources of unrelated business taxable income. Since tax matters are subject to some degree of uncertainty, there can be no assurance that atherton's tax returns will not be challenged by the taxing authorities, and that atherton will not be subject to tax, penalties, and interest as a result of such challenge. Generally, atherton's tax returns remain open for three years for federal income tax examination and four years for state income tax examination.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Change in minimum pension liability -65,043. Change in associated obligations 123,924. Annuity expense reclassified to other expense -221,556.

PART XI, LINE 4B - OTHER ADJUSTMENTS:

Reclass gain/loss on sale of assets to revenue section -43,427.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Annuity expense reclassified to other expense -221,556.

PART XII, LINE 4B - OTHER ADJUSTMENTS:

Reclass gain/loss on sale of assets to revenue section -43,427.

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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt100.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1340.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1440.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1540.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1640.00
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1840.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
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IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1266823
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1334812
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1423984
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1522162
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt167349
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1710740
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1810187
IRS990/Form990PartVIISectionAGrp/PersonNm0MR DALE L MONTGOMERY
IRS990/Form990PartVIISectionAGrp/PersonNm1ESQ WARREN A WILLIAMS
IRS990/Form990PartVIISectionAGrp/PersonNm2MR TOM GARDNER
IRS990/Form990PartVIISectionAGrp/PersonNm3MR RICK WENTZEL
IRS990/Form990PartVIISectionAGrp/PersonNm4REV JONATHAN CASTILLO
IRS990/Form990PartVIISectionAGrp/PersonNm5MR KEVIN CHO
IRS990/Form990PartVIISectionAGrp/PersonNm6MR DAVE ESTRIDGE
IRS990/Form990PartVIISectionAGrp/PersonNm7MRS PATTY FREY
IRS990/Form990PartVIISectionAGrp/PersonNm8MR GARY FRUEHOLZ
IRS990/Form990PartVIISectionAGrp/PersonNm9MRS LOIS GOMEZ
IRS990/Form990PartVIISectionAGrp/PersonNm10MR DONALD L SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm11MRS JOANNA SZETO
IRS990/Form990PartVIISectionAGrp/PersonNm12REV J CRAIG STATTON
IRS990/Form990PartVIISectionAGrp/PersonNm13MRS JOCELYN PASCUAL
IRS990/Form990PartVIISectionAGrp/PersonNm14MRS KIMBERLY FLOWERS
IRS990/Form990PartVIISectionAGrp/PersonNm15MRS MARY MONNIER
IRS990/Form990PartVIISectionAGrp/PersonNm16MR WILLIS R HULL III THRU 0818
IRS990/Form990PartVIISectionAGrp/PersonNm17MRS KATAYOON AZADEH
IRS990/Form990PartVIISectionAGrp/PersonNm18MR PAUL WILLIAMSON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15106543
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16117944
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt17112834
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt18106108
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
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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/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE-CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12PRESIDENT/CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt13CHIEF FINANCIAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt14CHIEF DEVELOPMENT OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt15SNF ADMINISTRATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR OF MARKETING & SALES
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR OF NURSING
IRS990/Form990PartVIISectionAGrp/TitleTxt18MDS COORDINATOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01914
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt0-43427
IRS990/GainOrLossGrp/SecuritiesAmt0151413
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GrantAmt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt0265
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt010164208
IRS990/GrossReceiptsAmt033155592
IRS990/GrossRentsGrp/RealAmt0196053
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt07
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt0332547
IRS990/InsuranceGrp/TotalAmt0332547
IRS990/InterestGrp/ProgramServicesAmt01226915
IRS990/InterestGrp/TotalAmt01226915
IRS990/InventoriesForSaleOrUseGrp/BOYAmt021264
IRS990/InventoriesForSaleOrUseGrp/EOYAmt018224
IRS990/InvestmentIncomeGrp/ExclusionAmt0302030
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0302030
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt011676175
IRS990/InvestmentsPubTradedSecGrp/EOYAmt012091559
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt0102
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt039746591
IRS990/LandBldgEquipBasisNetGrp/BOYAmt037709765
IRS990/LandBldgEquipBasisNetGrp/EOYAmt036695471
IRS990/LandBldgEquipCostOrOtherBssAmt076442062
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt043692
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt010012795
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0A SENIOR COMMUNITY ROOTED IN CHRISTIAN VALUES, ENRICHING LIVES AND HONORING ALL.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0108716
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt065524
IRS990/NetAssetsOrFundBalancesBOYAmt0-11487663
IRS990/NetAssetsOrFundBalancesEOYAmt0-11507158
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0107986
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0107986
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt0196053
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0196053
IRS990/NetUnrelatedBusTxblIncmAmt011249
IRS990/NetUnrlzdGainsLossesInvstAmt0-726185
IRS990/NoncashContributionsAmt020741
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt016868
IRS990/OccupancyGrp/ProgramServicesAmt0680271
IRS990/OccupancyGrp/TotalAmt0697139
IRS990/OfficeExpensesGrp/FundraisingAmt021721
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0106066
IRS990/OfficeExpensesGrp/ProgramServicesAmt0286660
IRS990/OfficeExpensesGrp/TotalAmt0414447
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt04737236
IRS990/OtherAssetsTotalGrp/EOYAmt03229187
IRS990/OtherChangesInNetAssetsAmt0-1080554
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt09705
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0114514
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0892819
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01017038
IRS990/OtherExpensesGrp/Desc0FOOD & FOOD MANAGEMENT
IRS990/OtherExpensesGrp/Desc1PURCHASED SERVICES
IRS990/OtherExpensesGrp/Desc2ANCILLARY SERVICES
IRS990/OtherExpensesGrp/Desc3SUPPLIES
IRS990/OtherExpensesGrp/FundraisingAmt075
IRS990/OtherExpensesGrp/FundraisingAmt120953
IRS990/OtherExpensesGrp/FundraisingAmt21562
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt08836
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1265938
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt210110
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt318515
IRS990/OtherExpensesGrp/ProgramServicesAmt03109608
IRS990/OtherExpensesGrp/ProgramServicesAmt12413527
IRS990/OtherExpensesGrp/ProgramServicesAmt2833799
IRS990/OtherExpensesGrp/ProgramServicesAmt3175803
IRS990/OtherExpensesGrp/TotalAmt03118519
IRS990/OtherExpensesGrp/TotalAmt12700418
IRS990/OtherExpensesGrp/TotalAmt2843909
IRS990/OtherExpensesGrp/TotalAmt3195880
IRS990/OtherLiabilitiesGrp/BOYAmt022926617
IRS990/OtherLiabilitiesGrp/EOYAmt022839858
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0CATERING REVENUE
IRS990/OtherRevenueMiscGrp/Desc1MISCELLANEOUS REVENUE
IRS990/OtherRevenueMiscGrp/ExclusionAmt070229
IRS990/OtherRevenueMiscGrp/ExclusionAmt14638
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt070229
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt14638
IRS990/OtherRevenueTotalAmt074867
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0112233
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0447608
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt05041629
IRS990/OtherSalariesAndWagesGrp/TotalAmt05601470
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt08245
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt044873
IRS990/PayrollTaxesGrp/ProgramServicesAmt0368999
IRS990/PayrollTaxesGrp/TotalAmt0422117
IRS990/PensionPlanContributionsGrp/FundraisingAmt019959
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt046504
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0352360

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$75.6$65.8$9.76$27.3$24.8$2.55
2023Detailed filing. Detailed filing data is available for this year.$69.6$64.4$5.20$26.1$24.3$1.80
2022Detailed filing. Detailed filing data is available for this year.$65.8$66.0$0.20$24.6$23.8$0.82
2021Detailed filing. Detailed filing data is available for this year.$68.1$66.7$1.33$29.7$23.0$6.69
2020Detailed filing. Detailed filing data is available for this year.$64.5$71.7$7.21$23.9$23.2$0.66
2019Detailed filing. Detailed filing data is available for this year.$60.3$69.6$9.26$23.3$22.3$1.05
2018Detailed filing. Detailed filing data is available for this year.$58.4$69.9$11.5$23.1$21.3$1.79
2017Detailed filing. Detailed filing data is available for this year.$59.0$70.5$11.5$20.8$20.4$0.38
2016Detailed filing. Detailed filing data is available for this year.$57.3$69.7$12.4$20.9$27.2$6.31
2015Detailed filing. Detailed filing data is available for this year.$58.0$64.9$6.90$19.0$20.7$1.78
2014Detailed filing. Detailed filing data is available for this year.$58.2$62.6$4.39$17.8$21.2$3.45
2013Detailed filing. Detailed filing data is available for this year.$66.1$66.9$0.78$18.9$21.5$2.67
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$62.0$60.8$1.18$21.1
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$65.2$59.3$5.84$16.8
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$61.9$53.7$8.24$14.0