Civic Intelligence

Pilgrim Place in Claremont

990 • Fiscal year 2016 • EIN 95-1691301

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 07, 2017

Organization Profilepilgrimplace.org

View Organization Page

625 Mayflower RoadClaremont, CA 91711-4299

(909) 399-5500

Siviq Scores

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

Liabilities / Assets

78th percentile

0.66x

Higher debt load relative to assets than 78% of similar nonprofits.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2016

Liabilities / Revenue

86th percentile

2.67x

Higher debt load relative to revenue than 86% of similar nonprofits.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2016

Net Margin

20th percentile

-6.3%

Higher net margin than 20% of similar nonprofits.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2016

Top Officer Pay

23rd percentile

$211,132

Higher top officer pay than 23% of similar nonprofits.

Top officer pay equals 1.2% of source-year revenue.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2016

Asset Growth

81st percentile

12%

Faster asset growth than 81% of similar nonprofits.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2015 to 2016

Revenue Growth

36th percentile

-1.4%

Faster revenue growth than 36% of similar nonprofits.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets78th percentile

Assets

Up

$73,961,403

Up $7,894,995 (+12%) from 2015

Net Assets

Down

$25,241,918

Down $4,997,945 (-17%) from 2015

Liabilities

Up

$48,719,485

Up $12,892,940 (+36%) from 2015

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin20th percentile

Revenue

Down

$18,271,138

Down $265,403 (-1.4%) from 2015

Expenses

Up

$19,423,943

Up $374,112 (+2.0%) from 2015

Net Income

Down

-$1,152,805

Down $639,515 (-125%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth81st percentile

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

$100M$50M$0Assets 2010: $63,303,826Liabilities 2010: $34,074,130Net Assets 2010: $29,229,6962010Assets 2011: $62,471,661Liabilities 2011: $34,748,180Net Assets 2011: $27,723,4812011Assets 2012: $64,451,651Liabilities 2012: $36,303,484Net Assets 2012: $28,148,1672012Assets 2013: $66,494,633Liabilities 2013: $36,824,070Net Assets 2013: $29,670,5632013Assets 2014: $66,380,702Liabilities 2014: $35,700,250Net Assets 2014: $30,680,4522014Assets 2015: $66,066,408Liabilities 2015: $35,826,545Net Assets 2015: $30,239,8632015Assets 2016: $73,961,403Liabilities 2016: $48,719,485Net Assets 2016: $25,241,9182016Assets 2018: $73,917,907Liabilities 2018: $47,487,017Net Assets 2018: $26,430,8902018Assets 2019: $75,539,338Liabilities 2019: $46,921,390Net Assets 2019: $28,617,9482019Assets 2020: $78,420,064Liabilities 2020: $46,999,281Net Assets 2020: $31,420,7832020Assets 2021: $82,254,947Liabilities 2021: $48,080,945Net Assets 2021: $34,174,0022021Assets 2022: $75,309,127Liabilities 2022: $46,582,957Net Assets 2022: $28,726,1702022Assets 2023: $76,793,691Liabilities 2023: $45,411,397Net Assets 2023: $31,382,2942023Assets 2024: $80,135,299Liabilities 2024: $46,988,925Net Assets 2024: $33,146,3742024

Highlighted filing

2016

Assets$73,961,403
Liabilities$48,719,485
Net Assets$25,241,918
Open 2016 Filing

Operations Trend

Revenue Growth36th percentile

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

$30M$20M$10M$0-$10MExpenses 2010: $14,632,2762010Expenses 2011: $15,959,8442011Expenses 2012: $17,392,4392012Revenue 2013: $19,881,938Expenses 2013: $17,763,610Net Income 2013: $2,118,3282013Revenue 2014: $19,504,364Expenses 2014: $18,766,716Net Income 2014: $737,6482014Revenue 2015: $18,536,541Expenses 2015: $19,049,831Net Income 2015: -$513,2902015Revenue 2016: $18,271,138Expenses 2016: $19,423,943Net Income 2016: -$1,152,8052016Revenue 2018: $19,640,122Expenses 2018: $19,903,965Net Income 2018: -$263,8432018Revenue 2019: $22,471,506Expenses 2019: $20,284,448Net Income 2019: $2,187,0582019Revenue 2020: $24,248,726Expenses 2020: $21,445,891Net Income 2020: $2,802,8352020Revenue 2021: $25,268,890Expenses 2021: $22,515,671Net Income 2021: $2,753,2192021Revenue 2022: $18,937,724Expenses 2022: $24,385,556Net Income 2022: -$5,447,8322022Revenue 2023: $26,884,693Expenses 2023: $25,732,046Net Income 2023: $1,152,6472023Revenue 2024: $29,565,085Expenses 2024: $28,099,311Net Income 2024: $1,465,7742024

Highlighted filing

2016

Revenue$18,271,138
Expenses$19,423,943
Net Income-$1,152,805
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 7, 2017
Return Version
2016v3.0
Gross Receipts
$18,785,338
Mission and Program Overview

Mission

Senior Housing and Services

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$43,703,475$44,418,465▲ $714,990
Cash and Non-Interest-Bearing Accounts$2,420,617$10,115,046▲ $7,694,429
Investments in Publicly Traded Securities$9,121,015$9,569,479▲ $448,464
Savings and Temporary Cash Investments$6,136,670$5,714,847▼ $421,823
Accounts Receivable$1,959,631$1,509,013▼ $450,618
Loans From Officers Directors$460,000$490,000▲ $30,000
Pledges and Grants Receivable$624,297$299,521▼ $324,776
Prepaid Expenses and Deferred Charges$103,974$75,743▼ $28,231
Inventories for Sale or Use$54,528$56,583▲ $2,055
Total Assets$66,066,408$73,961,403▲ $7,894,995
Other Assets Total$1,942,201$2,202,706▲ $260,505
Liabilities
Tax Exempt Bond Liabilities$25,035,143$37,375,494▲ $12,340,351
Deferred Revenue$7,000,660$8,060,347▲ $1,059,687
Other Liabilities$1,721,559$1,527,066▼ $194,493
Accounts Payable and Accrued Expenses$1,109,183$1,266,578▲ $157,395
Unsecured Notes Loans Payable$500,000--
Total Liabilities$35,826,545$48,719,485▲ $12,892,940
Net Assets / Fund Balance
Unrestricted Net Assets$20,566,779$14,626,174▼ $5,940,605
Permanently Rstr Net Assets$5,929,994$5,967,081▲ $37,087
Temporarily Rstr Net Assets$3,743,090$4,648,663▲ $905,573
Total Net Assets Fund Balance$30,239,863$25,241,918▼ $4,997,945
Total Liabilities and Net Assets / Fund Balance$66,066,408$73,961,403▲ $7,894,995

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$38,134,748$27,442,545-
Other Land Buildings$2,531,185--
Land$1,529,334--
Equipment$1,924,572$3,687,974-
Leasehold Improvements$298,626$814,009-

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$8,360,014$185,039▲ $725,859$427,196$8,820,333
2015$8,916,627$39,332▼ $76,614$497,196$8,360,014
2014$8,677,809$25▲ $670,344$406,455$8,916,627
2013$6,773,828$567,382▲ $1,666,039$311,905$8,677,809
2012$6,260,688$30,277▲ $1,017,870$494,511$6,773,828
Compensation and Service Providers
Top Officer Pay23rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kae LewisDirector-$202,420$8,712$211,132
Darlene McphersonDirector-$149,349$4,096$153,445
Ann SchiffPresident/CEOFT$122,349$7,254$129,603
Audrey MorabitoVice President/CFOFT$103,445$9,942$113,387
Bob WallaceDirector-$102,327$5,918$108,245
Richard RodasVP Health ServicesFT$101,280$3,690$104,970

Board Members and Trustees

NameTitle
Ginger ElliotChair
John HillVice-Chair
Amy BibbensDirector
Charles BayorDirector
David CristDirector
Denise HayesDirector
Jerome GarrisDirector
Jill DwyreDirector
Keith ClarkDirector
Martha BoeschDirector
Pat HyndsDirector
Terry DonnellyDirector
Sharon BerryDirector of Wellnes
Vicki SheaSecretary
Johanna Sweaney SaltTreasurer
Joyce YarbouroughVP Advancement
Steve RogersVP Campus Services
Revenue and Support

Revenue Composition

Contributions and Grants
$540,455
Program Service Revenue
$15,462,705
Investment Income
$299,033
Other Revenue
$1,968,945
All Other Contributions
$540,455
Change in Net Assets
$-1,152,805

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Works of Art2$1,192Donor Estimate
Total Noncash Contributions2$1,192-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$9,719,480
Salaries, Compensation, and Employee Benefits$9,704,463
Total Fundraising Expense$509,614
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Comp Disqual Persons$4,866,827$1,389,677$157,776$6,414,280
Depreciation Depletion$2,148,581$73,869$0$2,222,450
Other Employee Benefits$1,385,356$368,236$21,029$1,774,621
All Other Expenses$1,034,428$487,107$102,869$1,624,404
Interest$53,546$1,357,062$0$1,410,608
Other Expenses$472,441$463,049$35,031$970,521
Current Officers, Directors, Trustees, and Key Employees$203,606$423,513$154,049$781,168
Payroll Taxes$416,946$147,116$21,860$585,922
Office Expenses$422,549$87,254$4,766$514,569
Insurance$291,359$32,623$0$323,982
Pension Plan Contributions$89,613$48,591$10,268$148,472
Fees for Services Legal$0$38,261$0$38,261
Fees for Services Accounting$4,050$9,700$0$13,750
Conferences and Meetings$868$7,307$1,534$9,709
Travel$536$8,646$432$9,614
Total Functional Expenses$13,935,188$4,979,141$509,614$19,423,943
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$250,052
Fundraising Direct Expenses$63,621
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
Loans from Officers, Directors, Trustees, and Key Employees$460,000$490,000▲ $30,000
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Security Deposits$870,910
Annuities Payable$656,156

Bond Issues

BondIssuerIssuedIssue PricePurpose
ACal Muni Fin Auth2009-08-19$25,675,490New construction
BCal Muni Fin Auth2016-11-22$25,130,000Refinanced
CCal Muni Fin Auth2016-11-22$10,925,000New Constrution

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$36,055,000$728-$411,185

Bond Financing Compliance

No rebate due
Yes
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
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
Filing and Contact Details

Filer

Filer Name
Pilgrim Place In Claremont
EIN
95-1691301
Phone
9093995500
Address
625 Mayflower Road, Claremont, CA 91711-4299

Signing Officer

Name
Audrey Morabito
Title
Vice President/CFO
Phone
9093995500
Signed
2017-11-07

Organization Details

Formed
1915
Legal Domicile
CA
Voting Board Members
17
Independent Board Members
17
Employees
285
Volunteers
1,200
Supplemental Narrative

Additional Explanations

Pt VI, Line 12C

“Through corporate compliance policies and procedures.”

Pt VI, Line 15B

“Through review by Board executive committee composed of independent directors.”

Pt VI, Line 19

“Documents are available upon request.”

Pt VI, Line 11B

“Board of Directors decides how best to review pertinent information in the form 990 and make it available to other interested parties after filing.”

Pt VI, Line 15A

“Yes, the Board compensation committee.”

Pt XI

“Line 9 - Unrealized gains.”

Form 990, Part III, Line 4D

“Dining Services 3951355. 0. 0.”

Form 990, Part IX, Line 24E

“Beauty Shop 17283. 17283. 0. 0.”

Form 990, Part IX, Line 24E

“Dues, Licenses & Taxes 152587. 47482. 100738. 4367.”

Form 990, Part IX, Line 24E

“Employee Advertising 319. 159. 160. 0.”

Form 990, Part IX, Line 24E

“Equipment Rental 65388. 32453. 32935. 0.”

Form 990, Part IX, Line 24E

“Postage 15670. 44. 7807. 7819.”

Form 990, Part IX, Line 24E

“Printing 36629. 1403. 3967. 31259.”

Form 990, Part IX, Line 24E

“Public Relations 56458. 28708. 12416. 15334.”

Form 990, Part IX, Line 24E

“Repairs & Maintenance 324872. 255177. 69695. 0.”

Form 990, Part IX, Line 24E

“Resident Activities 18313. 18313. 0. 0.”

Form 990, Part IX, Line 24E

“Staff Development 12884. 2532. 9602. 750.”

Form 990, Part IX, Line 24E

“Telephone 66493. 37243. 29250. 0.”

Form 990, Part IX, Line 24E

“Utilities 615302. 535946. 79356. 0.”

Form 990, Part IX, Line 24E

“Miscellaneous 161571. 57685. 60546. 43340.”

Form 990, Part IX, Line 24E

“Loan Costs 80635. 0. 80635. 0.”

Financial Statement Notes

Pt III, Line 4

“Collections are open to the community. There are also exchange programs with local exempt organizations for the purpose of education.”

Pt V, Line 4

“Endowment funds are used as reserves for future operations of both general ans restricted funds.”

Other

“Pilgrim Place has evaluated its tax positions and the certainty as to whether those positions will be sustained in the event of an audit by taxing authorities at the federal and state levels. The primary tax positions evaluated are related to Pilgrim Place's continued qualification as a tax-exempt organization and whether there is any unrelated business income activities conducted that would be taxable. Management has determined that all income tax positions are more likely than not of being sustained upon potential audit or examination; therefore, no disclosures of uncertain income tax positions are required.”

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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt148712
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt154096
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt165918
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt177254
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt189942
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt193690
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IRS990/Form990PartVIISectionAGrp/PersonNm1JOHN HILL
IRS990/Form990PartVIISectionAGrp/PersonNm2VICKI SHEA
IRS990/Form990PartVIISectionAGrp/PersonNm3JOHANNA SWEANEY SALT
IRS990/Form990PartVIISectionAGrp/PersonNm4CHARLES BAYOR
IRS990/Form990PartVIISectionAGrp/PersonNm5AMY BIBBENS
IRS990/Form990PartVIISectionAGrp/PersonNm6MARTHA BOESCH
IRS990/Form990PartVIISectionAGrp/PersonNm7KEITH CLARK
IRS990/Form990PartVIISectionAGrp/PersonNm8DAVID CRIST
IRS990/Form990PartVIISectionAGrp/PersonNm9TERRY DONNELLY
IRS990/Form990PartVIISectionAGrp/PersonNm10JILL DWYRE
IRS990/Form990PartVIISectionAGrp/PersonNm11JEROME GARRIS
IRS990/Form990PartVIISectionAGrp/PersonNm12DENISE HAYES
IRS990/Form990PartVIISectionAGrp/PersonNm13PAT HYNDS
IRS990/Form990PartVIISectionAGrp/PersonNm14KAE LEWIS
IRS990/Form990PartVIISectionAGrp/PersonNm15DARLENE MCPHERSON
IRS990/Form990PartVIISectionAGrp/PersonNm16BOB WALLACE
IRS990/Form990PartVIISectionAGrp/PersonNm17ANN SCHIFF
IRS990/Form990PartVIISectionAGrp/PersonNm18AUDREY MORABITO
IRS990/Form990PartVIISectionAGrp/PersonNm19RICHARD RODAS
IRS990/Form990PartVIISectionAGrp/PersonNm20STEVE ROGERS
IRS990/Form990PartVIISectionAGrp/PersonNm21JOYCE YARBOUROUGH
IRS990/Form990PartVIISectionAGrp/PersonNm22SHARON BERRY
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
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/ReportableCompFromOrgAmt14202420
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15149349
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16102327
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt17122349
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt18103445
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt19101280
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/TitleTxt0Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice-Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Director
IRS990/Form990PartVIISectionAGrp/TitleTxt16Director
IRS990/Form990PartVIISectionAGrp/TitleTxt17President/CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt18Vice President/CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt19VP Health Services
IRS990/Form990PartVIISectionAGrp/TitleTxt20VP Campus Services
IRS990/Form990PartVIISectionAGrp/TitleTxt21VP Advancement
IRS990/Form990PartVIISectionAGrp/TitleTxt22Director of Wellnes
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01915
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingDirectExpensesAmt063621
IRS990/FundraisingGrossIncomeAmt0250052
IRS990/GainOrLossGrp/SecuritiesAmt097862
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt017
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0548441
IRS990/GrossReceiptsAmt018785338
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/ExclusionAmt063
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt063
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt017
IRS990/IndivRcvdGreaterThan100KCnt06
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/FundraisingAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt032623
IRS990/InsuranceGrp/ProgramServicesAmt0291359
IRS990/InsuranceGrp/TotalAmt0323982
IRS990/InterestGrp/FundraisingAmt00
IRS990/InterestGrp/ManagementAndGeneralAmt01357062
IRS990/InterestGrp/ProgramServicesAmt053546
IRS990/InterestGrp/TotalAmt01410608
IRS990/InventoriesForSaleOrUseGrp/BOYAmt054528
IRS990/InventoriesForSaleOrUseGrp/EOYAmt056583
IRS990/InvestmentIncomeGrp/ExclusionAmt0201108
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0201108
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt09121015
IRS990/InvestmentsPubTradedSecGrp/EOYAmt09569479
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt059
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt031944528
IRS990/LandBldgEquipBasisNetGrp/BOYAmt043703475
IRS990/LandBldgEquipBasisNetGrp/EOYAmt044418465
IRS990/LandBldgEquipCostOrOtherBssAmt076362993
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0450579
IRS990/LoanOutstandingInd0true
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt0460000
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt0490000
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0Senior Housing and Services
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt030239863
IRS990/NetAssetsOrFundBalancesEOYAmt025241918
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt097862
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt097862
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0186431
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0186431
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt01192
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/FundraisingAmt04766
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt087254
IRS990/OfficeExpensesGrp/ProgramServicesAmt0422549
IRS990/OfficeExpensesGrp/TotalAmt0514569
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01942201
IRS990/OtherAssetsTotalGrp/EOYAmt02202706
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt021029
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0368236
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt01385356
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01774621
IRS990/OtherExpensesGrp/Desc0Food & Contract Services
IRS990/OtherExpensesGrp/Desc1Medical Supplies
IRS990/OtherExpensesGrp/Desc2Professional Services
IRS990/OtherExpensesGrp/Desc3Purchased Services
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/FundraisingAmt335031
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt237130
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3463049
IRS990/OtherExpensesGrp/ProgramServicesAmt01422115
IRS990/OtherExpensesGrp/ProgramServicesAmt192493
IRS990/OtherExpensesGrp/ProgramServicesAmt21029874
IRS990/OtherExpensesGrp/ProgramServicesAmt3472441
IRS990/OtherExpensesGrp/TotalAmt01422115
IRS990/OtherExpensesGrp/TotalAmt192493
IRS990/OtherExpensesGrp/TotalAmt21067004
IRS990/OtherExpensesGrp/TotalAmt3970521
IRS990/OtherLiabilitiesGrp/BOYAmt01721559
IRS990/OtherLiabilitiesGrp/EOYAmt01527066
IRS990/OtherRevenueMiscGrp/BusinessCd0623000
IRS990/OtherRevenueMiscGrp/Desc0Entrance Fees
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt01782514
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01782514
IRS990/OtherRevenueTotalAmt01782514
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt021860
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0147116
IRS990/PayrollTaxesGrp/ProgramServicesAmt0416946
IRS990/PayrollTaxesGrp/TotalAmt0585922
IRS990/PensionPlanContributionsGrp/FundraisingAmt010268
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt048591
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt089613
IRS990/PensionPlanContributionsGrp/TotalAmt0148472
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt05929994
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt05967081
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0624297
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0299521
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0103974
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt075743
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0Audrey Morabito
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0623000
IRS990/ProgramServiceRevenueGrp/BusinessCd1623000
IRS990/ProgramServiceRevenueGrp/BusinessCd2623000
IRS990/ProgramServiceRevenueGrp/Desc0Independent Living
IRS990/ProgramServiceRevenueGrp/Desc1Assisted Living
IRS990/ProgramServiceRevenueGrp/Desc2Skilled Nursing
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt06506506
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt12426268
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt26529931
IRS990/ProgSrvcAccomActy2Grp/Desc0ASSISTED LIVING - PROVIDED ASSISTED LIVING HOUSING AND SERVICES TO AN AVERAGE OF 61 RESIDENTS DURING 2016.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt01598880
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt02426268
IRS990/ProgSrvcAccomActy3Grp/Desc0SKILLED NURSING - PROVIDED SKILLED NURSING SERVICES FOR AN AVERAGE OF 55 RESIDENTS IN 2016.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt05880602
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt06529931
IRS990/ProgSrvcAccomActyOtherGrp/Desc0Dining Services
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt03951355
IRS990/ProhibitedTaxShelterTransInd0false

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$73,961,403
Liabilities
$48,719,485
Net assets
$25,241,918
Revenue
$18,271,138
Expenses
$19,423,943
Net income
-$1,152,805
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$80.1$47.0$33.1$29.6$28.1$1.47
2023Detailed filing. Detailed filing data is available for this year.$76.8$45.4$31.4$26.9$25.7$1.15
2022Detailed filing. Detailed filing data is available for this year.$75.3$46.6$28.7$18.9$24.4$5.45
2021Detailed filing. Detailed filing data is available for this year.$82.3$48.1$34.2$25.3$22.5$2.75
2020Detailed filing. Detailed filing data is available for this year.$78.4$47.0$31.4$24.2$21.4$2.80
2019Detailed filing. Detailed filing data is available for this year.$75.5$46.9$28.6$22.5$20.3$2.19
2018Summary only. Only limited summary data is available for this year.$73.9$47.5$26.4$19.6$19.9$0.26
2016Detailed filing. Detailed filing data is available for this year.$74.0$48.7$25.2$18.3$19.4$1.15
2015Detailed filing. Detailed filing data is available for this year.$66.1$35.8$30.2$18.5$19.0$0.51
2014Detailed filing. Detailed filing data is available for this year.$66.4$35.7$30.7$19.5$18.8$0.74
2013Detailed filing. Detailed filing data is available for this year.$66.5$36.8$29.7$19.9$17.8$2.12
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$64.5$36.3$28.1$17.4
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$62.5$34.7$27.7$16.0
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$63.3$34.1$29.2$14.6