Civic Intelligence

The British Home in California Ltd

EIN 95-1727641 • 501(c)3 • Sierra Madre, CA

View Organization Page

Profile

Provide assisted living services.

647 Manzanita BlvdSierra Madre, CA 91024

www.britishhome-ca.us

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

10th percentile

0.00x

Higher debt load relative to assets than 10% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

15th percentile

0.05x

Higher debt load relative to revenue than 15% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Net Margin

32nd percentile

-0.6%

Higher net margin than 32% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

13th percentile

$107,521

Higher top officer pay than 13% of similar nonprofits.

Top officer pay equals 4.3% of source-year revenue.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Asset Growth

51st percentile

5.3%

Faster asset growth than 51% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

85th percentile

46%

Faster revenue growth than 85% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets10th percentile

Assets

Up

$26,791,219

Up $1,348,994 (+5.3%) from 2023

Liabilities

Down

$120,390

Down $53,480 (-31%) from 2023

Net Assets

Up

$26,670,829

Up $1,402,474 (+5.6%) from 2023

Operations
Liabilities / Revenue15th percentileNet Margin32nd percentile

Revenue

Up

$2,476,943

Up $776,738 (+46%) from 2023

Expenses

Up

$2,490,701

Up $81,901 (+3.4%) from 2023

Net Income

Up

-$13,758

Up $694,837 (+98%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth51st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30M$20M$10M$0Assets 2011: $18,467,870Liabilities 2011: $452,839Net Assets 2011: $18,015,0312011Assets 2012: $19,258,240Liabilities 2012: $432,072Net Assets 2012: $18,826,1682012Assets 2013: $20,644,314Liabilities 2013: $415,693Net Assets 2013: $20,228,6212013Assets 2014: $22,990,023Liabilities 2014: $353,486Net Assets 2014: $22,636,5372014Assets 2015: $22,687,467Liabilities 2015: $239,878Net Assets 2015: $22,447,5892015Assets 2016: $22,543,100Liabilities 2016: $127,323Net Assets 2016: $22,415,7772016Assets 2017: $24,028,214Liabilities 2017: $284,067Net Assets 2017: $23,744,1472017Assets 2018: $23,403,486Liabilities 2018: $164,163Net Assets 2018: $23,239,3232018Assets 2019: $24,811,118Liabilities 2019: $143,772Net Assets 2019: $24,667,3462019Assets 2020: $26,200,762Liabilities 2020: $190,690Net Assets 2020: $26,010,0722020Assets 2021: $27,563,343Liabilities 2021: $245,414Net Assets 2021: $27,317,9292021Assets 2022: $24,014,244Liabilities 2022: $197,061Net Assets 2022: $23,817,1832022Assets 2023: $25,442,225Liabilities 2023: $173,870Net Assets 2023: $25,268,3552023Assets 2024: $26,791,219Liabilities 2024: $120,390Net Assets 2024: $26,670,8292024

Highlighted filing

2024

Assets$26,791,219
Liabilities$120,390
Net Assets$26,670,829
Open 2024 Filing

Operations Trend

Revenue Growth85th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $2,782,678Expenses 2011: $1,272,738Net Income 2011: $1,509,9402011Revenue 2012: $1,746,848Expenses 2012: $1,425,171Net Income 2012: $321,6772012Revenue 2013: $3,309,994Expenses 2013: $1,559,043Net Income 2013: $1,750,9512013Revenue 2014: $2,141,621Expenses 2014: $1,602,218Net Income 2014: $539,4032014Revenue 2015: $2,014,954Expenses 2015: $1,605,409Net Income 2015: $409,5452015Revenue 2016: $1,609,346Expenses 2016: $1,619,835Net Income 2016: -$10,4892016Revenue 2017: $4,992,024Expenses 2017: $1,771,406Net Income 2017: $3,220,6182017Revenue 2018: $1,809,457Expenses 2018: $1,820,150Net Income 2018: -$10,6932018Revenue 2019: $1,960,186Expenses 2019: $1,944,806Net Income 2019: $15,3802019Revenue 2020: $1,895,175Expenses 2020: $2,111,718Net Income 2020: -$216,5432020Revenue 2021: $2,367,648Expenses 2021: $2,148,020Net Income 2021: $219,6282021Revenue 2022: $2,196,871Expenses 2022: $2,268,044Net Income 2022: -$71,1732022Revenue 2023: $1,700,205Expenses 2023: $2,408,800Net Income 2023: -$708,5952023Revenue 2024: $2,476,943Expenses 2024: $2,490,701Net Income 2024: -$13,7582024

Highlighted filing

2024

Revenue$2,476,943
Expenses$2,490,701
Net Income-$13,758
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$26,791,219
Liabilities
$120,390
Net assets
$26,670,829
Revenue
$2,476,943
Expenses
$2,490,701
Net income
-$13,758
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.8$0.12$26.7$2.48$2.49$0.01
2023Summary only. Only limited summary data is available for this year.$25.4$0.17$25.3$1.70$2.41$0.71
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.0$0.20$23.8$2.20$2.27$0.07
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.6$0.25$27.3$2.37$2.15$0.22
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$26.2$0.19$26.0$1.90$2.11$0.22
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.8$0.14$24.7$1.96$1.94$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.4$0.16$23.2$1.81$1.82$0.01
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.0$0.28$23.7$4.99$1.77$3.22
2016Detailed filing. Detailed filing data is available for this year.$22.5$0.13$22.4$1.61$1.62$0.01
2015Detailed filing. Detailed filing data is available for this year.$22.7$0.24$22.4$2.01$1.61$0.41
2014Summary only. Only limited summary data is available for this year.$23.0$0.35$22.6$2.14$1.60$0.54
2013Summary only. Only limited summary data is available for this year.$20.6$0.42$20.2$3.31$1.56$1.75
2012Summary only. Only limited summary data is available for this year.$19.3$0.43$18.8$1.75$1.43$0.32
2011Summary only. Only limited summary data is available for this year.$18.5$0.45$18.0$2.78$1.27$1.51
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 31, 2025
Return Version
2024v5.2
Gross Receipts
$3,417,516
Mission and Program Overview

Mission

To provide an excellent retirement home in beautiful, comfortable surroundings with exceptional levels of loving care and compassion.

To provide assisted living services

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$21,071,270$22,726,851▲ $1,655,581
Land, Buildings, and Equipment, Net$3,820,782$3,699,037▼ $121,745
Savings and Temporary Cash Investments$269,304$195,184▼ $74,120
Cash and Non-Interest-Bearing Accounts$165,580$141,718▼ $23,862
Prepaid Expenses and Deferred Charges$113,792$26,932▼ $86,860
Other Notes and Loans Receivable, Net$1,497$1,497→ $0
Total Assets$25,442,225$26,791,219▲ $1,348,994
Liabilities
Accounts Payable and Accrued Expenses$173,870$120,390▼ $53,480
Total Liabilities$173,870$120,390▼ $53,480
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$25,268,355$26,670,829▲ $1,402,474
Total Net Assets Fund Balance$25,268,355$26,670,829▲ $1,402,474
Total Liabilities and Net Assets / Fund Balance$25,442,225$26,791,219▲ $1,348,994

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,991,442$3,099,270$6,090,712
Land$648,881-$648,881
Other Land Buildings$7,349$614,139$621,488
Equipment$51,365$249,515$300,880
Compensation and Service Providers
Top Officer Pay13th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Rosario MunozExecutive DirectorFT$103,261$4,260$107,521

Board Members and Trustees

NameTitle
Patricia SchneggPresident
Marilyn Diaz1st Vice President
Deborah Ross2nd Vice President
Rosemary Webb3rd Vice President
Marian GradyCorresponding Secretary
Shirley WolffSecretary
Susan MastenTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$268,240
Program Service Revenue
$1,407,834
Investment Income
$779,521
Other Revenue
$21,348
All Other Contributions
$252,745
Change in Net Assets
$-13,758

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,362,649
Revenue Not Reported on Financial Statements
$114,294
Revenue Not Reported on Form 990
$1,416,232
Total Revenue per Audited Statements
$3,778,881
Total Revenue per Form 990
$2,476,943
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,370,739
Other Expenses$1,119,962
Total Fundraising Expense$16,862
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,039,960$49,766-$1,089,726
Insurance$255,194$36,841-$292,035
Depreciation Depletion$192,143$27,739-$219,882
Occupancy$134,991$19,461-$154,452
Fees for Service Investment Mgmnt Fees-$114,294-$114,294
Payroll Taxes$96,264$10,878$1,195$108,337
Current Officers, Directors, Trustees, and Key Employees-$92,124$15,667$107,791
Other Employee Benefits$61,592$3,293-$64,885
Fees for Services Accounting-$43,978-$43,978
Office Expenses$13,135$19,881-$33,016
Travel$3,121$3,121-$6,242
Other Expenses$766$5,129-$5,895
Advertising-$3,035-$3,035
Total Functional Expenses$1,991,228$482,611$16,862$2,490,701

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,490,701
Expenses per Audited Statements$2,376,407
Total Expenses per Audited Statements$2,376,407
Expenses Not Reported on Financial Statements$114,294
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$18,173
Gaming Gross Income$5,159
Gaming Direct Expenses$4,043
Fundraising Direct Expenses$3,423
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
June Fair$33,668$18,173$939$17,234
Total Events$33,668$18,173$3,423$14,750
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 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
No
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

“The governing body will review a draft of the tax return before approving and signing a final copy.”

Form 990, Part VI, Section B, Line 15A

“The board of directors review market data compensation amounts for comparative purposes before a final decision is made.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
The British Home in California Ltd
EIN
95-1727641
Phone
6263557240
Address
647 MANZANITA BLVD, SIERRA MADRE, CA 91024

Signing Officer

Name
Rosario Munoz
Title
Executive Director
Phone
6263557240
Signed
2025-10-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rosario Munoz
Formed
1930
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
38
Volunteers
20

Preparer

Firm
Armanino Advisory LLC
Address
2700 CAMINO RAMON STE 350, SAN RAMON, CA 94583-5004
Preparer
Katy Brown
Phone
9257902600
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The home is exempt from income taxes under section 501(c)(3) of the internal revenue code and in accordance with the applicable california revenue and taxation code section. The home has evaluated its tax positions and concluded that its tax-exempt status has been maintained and that it has no uncertain tax positions requiring adjustments to the financial statements. As a result, no provision for income taxes has been recorded.”

Raw XML AppendixShowing 400 of 503 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0173870
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IRS990/ActivityOrMissionDesc0TO PROVIDE ASSISTED LIVING SERVICES
IRS990/AdvertisingGrp/ManagementAndGeneralAmt03035
IRS990/AdvertisingGrp/TotalAmt03035
IRS990/AllOtherContributionsAmt0252745
IRS990/AnnualDisclosureCoveredPrsnInd00
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IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0ROSARIO MUNOZ
IRS990/BooksInCareOfDetail/PhoneNum06263557240
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0647 MANZANITA BLVD
IRS990/BooksInCareOfDetail/USAddress/CityNm0SIERRA MADRE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd091024
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IRS990/ChangeToOrgDocumentsInd00
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IRS990/CollectionsOfArtInd00
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IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0107791
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContriRptFundraisingEventAmt015495
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0268240
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0779521
IRS990/CYOtherExpensesAmt01119962
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IRS990/Desc0THE HOME OPERATES A LICENSED RETIREMENT FACILITY IN SOUTHERN CALIFORNIA, AND IS LICENSED TO ACCOMMODATE 41 RESIDENTS AND DESCRIBED AS "TYPICAL," THE HOME MAINTAINS ITS HISTORIC UNIQUENESS PROVIDING GRACIOUS, INDEPENDENT AND ASSISTED LIVING IN THIS SECURE AND PEACEFUL RESIDENTIAL NEIGHBORHOOD. WE ARE PROUD OF OUR HISTORY AND IN TODAY'S HECTIC LIFE STYLE, ARE SECURE IN OUR APPROACH OF BLENDING "OLD WORLD" CHARM AND TRADITION WITH MODERNITY. HONORING OUR GOALS AND MISSION, AND WITH SUPPORT FROM THE DBE WE DO SUBSIDIZE A CERTAIN PERCENTAGE OF RESIDENTS WHO ARE IN NEED. OUR MONTHLY FEES ARE REASONABLE INCLUDING MANY SERVICES AND ACTIVITIES AND OUR RESIDENTS THRIVE, ENJOYING THE CARE AND ATTENTION GIVEN THEM. THE AVERAGE AGE OF OUR RESIDENT FAMILY IS 87 WITH THE AGE RANGING FROM 66 TO 108. (CONTINUED ON SCH. O)ON AVERAGE, THE BRITISH HOME MAINTAINS 30 RESIDENTS YEAR AROUND.
IRS990/DescribedInSection501c3Ind01
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IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt21ST VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt32ND VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt43RD VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt5SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt6CORRESPONDING SECRETARY
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IRS990/GrantsToOrganizationsInd00
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IRS990/LandBldgEquipAccumDeprecAmt03962924
IRS990/LandBldgEquipBasisNetGrp/BOYAmt03820782
IRS990/LandBldgEquipBasisNetGrp/EOYAmt03699037
IRS990/LandBldgEquipCostOrOtherBssAmt07661961
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0933107
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE AN EXCELLENT RETIREMENT HOME IN BEAUTIFUL, COMFORTABLE SURROUNDINGS WITH EXCEPTIONAL LEVELS OF LOVING CARE AND COMPASSION.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt025268355
IRS990/NetAssetsOrFundBalancesEOYAmt026670829
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0143213
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0143213
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt014750
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt014750
IRS990/NetIncomeFromGamingGrp/ExclusionAmt01116
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt01116
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01416232
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt025268355
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt026670829
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt019461
IRS990/OccupancyGrp/ProgramServicesAmt0134991
IRS990/OccupancyGrp/TotalAmt0154452
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt019881
IRS990/OfficeExpensesGrp/ProgramServicesAmt013135
IRS990/OfficeExpensesGrp/TotalAmt033016
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt03293
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt061592
IRS990/OtherEmployeeBenefitsGrp/TotalAmt064885
IRS990/OtherExpensesGrp/Desc0RESIDENT CARE
IRS990/OtherExpensesGrp/Desc1TAXES AND LICENSES
IRS990/OtherExpensesGrp/Desc2TRAINING
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt053071
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt15129
IRS990/OtherExpensesGrp/ProgramServicesAmt0194062
IRS990/OtherExpensesGrp/ProgramServicesAmt1766
IRS990/OtherExpensesGrp/TotalAmt0194062
IRS990/OtherExpensesGrp/TotalAmt153071
IRS990/OtherExpensesGrp/TotalAmt25895
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt05261
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt05261
IRS990/OtherRevenueTotalAmt05261
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt049766
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01039960
IRS990/OtherSalariesAndWagesGrp/TotalAmt01089726
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt01497
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt01497
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt01195
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt010878
IRS990/PayrollTaxesGrp/ProgramServicesAmt096264
IRS990/PayrollTaxesGrp/TotalAmt0108337
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0113792
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt026932
IRS990/PrincipalOfficerNm0ROSARIO MUNOZ
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623000
IRS990/ProgramServiceRevenueGrp/Desc0FEES FOR SERVICE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01407834
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01407834
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0124446
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0352641
IRS990/PYOtherExpensesAmt01049405
IRS990/PYOtherRevenueAmt076944
IRS990/PYProgramServiceRevenueAmt01146174
IRS990/PYRevenuesLessExpensesAmt0-708595
IRS990/PYSalariesCompEmpBnftPaidAmt01359395
IRS990/PYTotalExpensesAmt02408800
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01700205
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-13758
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01407834
IRS990/RoyaltiesRevenueGrp/ExclusionAmt0221
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt0221
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0269304
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0195184
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt0191797
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt046500
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt060000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt055000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt050000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt0403297
IRS990ScheduleA/FactsAndCircumstancesTestTxt0THE ORGANIZATION NORMALLY RECEIVES PUBLIC SUPPORT DIRECTLY FROM A LARGE NUMBER OF INDIVIDUALS AND ORGANIZATIONS AND CONTINUES TO SEEK ADDITIONAL DONATIONS FROM THE GENERAL PUBLIC. THE ORGANIZATION IS A LICENSED RETIREMENT COMMUNITY FOR MEMBERS OF THE GENERAL PUBLIC. THE GOVERNING BODY REPRESENTS THE BROAD INTERESTS OF THE PUBLIC, AND THE ORGANIZATION GENERALLY PROVIDES FACILITIES AND SERVICES DIRECTLY FOR THE BENEFIT THE GENERAL PUBLIC ON A CONTINUING BASIS.
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0268240
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0124446
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0125306
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0128693
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0123170
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0769855
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0636529
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0617082
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0732137
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0615188
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0570066
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt03171002
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt01407834
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt01146174
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt01291216
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt01143479
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt01168039
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt06156742
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0636529
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0617082
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0732137
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0615188
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0570066
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt03171002
IRS990ScheduleA/InvestmentIncomeCYPct00.30870
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearAmt015866
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus1YearAmt021704
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus2YearsAmt019978
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt057548
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt05261
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt054663
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt028234
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt014490
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt014377
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0117025
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.38280
IRS990ScheduleA/PublicSupportTotal509Amt03932288
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt0744322
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt0531902
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt0505742
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt0592717
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt0619626
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt02994309
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt0552525
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt0485402
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt0445742
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus3YearsAmt0537717
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus4YearsAmt0569626
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt02591012
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01676074
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01270620
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01416522
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01272172
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01291209
IRS990ScheduleA/Total509Grp/TotalAmt06926597
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt02333730
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01964069
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt02196871
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01901850
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01875652
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt010272172
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt02991442
IRS990ScheduleD/BuildingsGrp/DepreciationAmt03099270
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt06090712
IRS990ScheduleD/EquipmentGrp/BookValueAmt051365
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0249515
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0300880
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0114294
IRS990ScheduleD/ExpensesSubtotalAmt02376407
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0114294
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0114294
IRS990ScheduleD/LandGrp/BookValueAmt0648881
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0648881
IRS990ScheduleD/NetUnrealizedGainsInvstAmt01416232
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt07349
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0614139
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0621488
IRS990ScheduleD/RevenueNotReportedAmt01416232
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0114294
IRS990ScheduleD/RevenueSubtotalAmt02362649
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE HOME IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IN ACCORDANCE WITH THE APPLICABLE CALIFORNIA REVENUE AND TAXATION CODE SECTION. THE HOME HAS EVALUATED ITS TAX POSITIONS AND CONCLUDED THAT ITS TAX-EXEMPT STATUS HAS BEEN MAINTAINED AND THAT IT HAS NO UNCERTAIN TAX POSITIONS REQUIRING ADJUSTMENTS TO THE FINANCIAL STATEMENTS. AS A RESULT, NO PROVISION FOR INCOME TAXES HAS BEEN RECORDED.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03699037
IRS990ScheduleD/TotalExpensesPerForm990Amt02490701
IRS990ScheduleD/TotalRevenuePerForm990Amt02476943
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03778881
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02376407
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt015495
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt015495
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt03423
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt0350
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt0350
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0JUNE FAIR

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