Civic Intelligence

Twelve Oaks Foundation

990 • Fiscal year 2023 • EIN 95-1750019

Jul 01, 2022 to Jun 30, 2023 • Filed on May 01, 2024

Organization ProfileWWW.TWELVEOAKS.ORG
2212 El Molino AveAltadena, CA 91001

(626) 403-5400

Siviq Scores

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

Liabilities / Assets

84th percentile

0.62x

Higher debt load relative to assets than 84% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

92nd percentile

2.47x

Higher debt load relative to revenue than 92% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Net Margin

12th percentile

-28%

Higher net margin than 12% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

96th percentile

$671,063

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 34.9% of source-year revenue.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Asset Growth

30th percentile

-0.6%

Faster asset growth than 30% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

68th percentile

18%

Faster revenue growth than 68% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets84th percentile

Assets

Down

$7,720,014

Down $42,826 (-0.6%) from 2022

Net Assets

Down

$2,965,678

Down $25,962 (-0.9%) from 2022

Liabilities

Down

$4,754,336

Down $16,864 (-0.4%) from 2022

Revenue And Expenses
Liabilities / Revenue92nd percentileNet Margin12th percentile

Revenue

Up

$1,924,649

Up $293,331 (+18%) from 2022

Expenses

Up

$2,455,867

Up $261,551 (+12%) from 2022

Net Income

Up

-$531,218

Up $31,780 (+5.6%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$10M$5.0M$0-$5.0MAssets 2010: $952,662Liabilities 2010: $937,262Net Assets 2010: $15,4002010Assets 2011: $934,822Liabilities 2011: $982,898Net Assets 2011: -$48,0762011Assets 2012: $1,021,399Liabilities 2012: $1,209,007Net Assets 2012: -$187,6082012Assets 2013: $941,823Liabilities 2013: $1,585,050Net Assets 2013: -$643,2272013Assets 2015: $995,227Liabilities 2015: $340,064Net Assets 2015: $655,1632015Assets 2016: $2,559,722Liabilities 2016: $2,004,390Net Assets 2016: $555,3322016Assets 2017: $2,264,609Liabilities 2017: $2,274,341Net Assets 2017: -$9,7322017Assets 2018: $3,218,538Liabilities 2018: $4,364,184Net Assets 2018: -$1,145,6462018Assets 2019: $2,730,659Liabilities 2019: $4,595,549Net Assets 2019: -$1,864,8902019Assets 2020: $2,824,274Liabilities 2020: $4,789,102Net Assets 2020: -$1,964,8282020Assets 2021: $8,072,518Liabilities 2021: $5,022,305Net Assets 2021: $3,050,2132021Assets 2022: $7,762,840Liabilities 2022: $4,771,200Net Assets 2022: $2,991,6402022Assets 2023: $7,720,014Liabilities 2023: $4,754,336Net Assets 2023: $2,965,6782023Assets 2024: $7,605,765Liabilities 2024: $4,840,485Net Assets 2024: $2,765,2802024

Highlighted filing

2023

Assets$7,720,014
Liabilities$4,754,336
Net Assets$2,965,678
Open 2023 Filing

Operations Trend

Revenue Growth68th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $1,722,5872010Expenses 2011: $1,897,9312011Revenue 2012: $1,770,328Expenses 2012: $1,908,808Net Income 2012: -$138,4802012Revenue 2013: $1,333,478Expenses 2013: $1,792,445Net Income 2013: -$458,9672013Revenue 2015: $3,672Expenses 2015: $150,448Net Income 2015: -$146,7762015Revenue 2016: $0Expenses 2016: $99,831Net Income 2016: -$99,8312016Revenue 2017: $29,276Expenses 2017: $594,340Net Income 2017: -$565,0642017Revenue 2018: $882,494Expenses 2018: $1,670,217Net Income 2018: -$787,7232018Revenue 2019: $1,343,944Expenses 2019: $2,065,531Net Income 2019: -$721,5872019Revenue 2020: $1,456,375Expenses 2020: $1,556,313Net Income 2020: -$99,9382020Revenue 2021: $1,055,694Expenses 2021: $1,342,924Net Income 2021: -$287,2302021Revenue 2022: $1,631,318Expenses 2022: $2,194,316Net Income 2022: -$562,9982022Revenue 2023: $1,924,649Expenses 2023: $2,455,867Net Income 2023: -$531,2182023Revenue 2024: $2,107,706Expenses 2024: $2,750,328Net Income 2024: -$642,6222024

Highlighted filing

2023

Revenue$1,924,649
Expenses$2,455,867
Net Income-$531,218
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 1, 2024
Return Version
2022v5.0
Gross Receipts
$1,924,649
Mission and Program Overview

Mission

Twelve oaks is dedicated to providing quality housing, health and support services, primarily for older adults of all faiths that enrich the physical, social and spiritual dimensions of their lives. Twelve oaks is also committed to acting as a resource for the communities in which we operate.

To provide affordable assisted living for seniors, with the aim of bringing happiness to them and their families.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$7,625,066$7,599,028▼ $26,038
Savings and Temporary Cash Investments$71,182$70,321▼ $861
Cash and Non-Interest-Bearing Accounts$28,836$24,781▼ $4,055
Prepaid Expenses and Deferred Charges$24,731$0▼ $24,731
Inventories for Sale or Use$6,795$9,344▲ $2,549
Accounts Receivable$2,022$5,782▲ $3,760
Total Assets$7,762,840$7,720,014▼ $42,826
Other Assets Total$4,208$10,758▲ $6,550
Liabilities
Other Liabilities$4,598,760$4,541,866▼ $56,894
Accounts Payable and Accrued Expenses$172,440$212,470▲ $40,030
Total Liabilities$4,771,200$4,754,336▼ $16,864
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,987,432$2,954,920▼ $32,512
Net Assets With Donor Restrictions$4,208$10,758▲ $6,550
Total Net Assets Fund Balance$2,991,640$2,965,678▼ $25,962
Total Liabilities and Net Assets / Fund Balance$7,762,840$7,720,014▼ $42,826

Asset Categories

AssetBook ValueDepreciationBasis
Land$4,290,000-$4,290,000
Buildings$3,309,028$721,631$4,030,659
Compensation and Service Providers
Top Officer Pay96th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Denise GottoExecutive DirectorFT$112,901$48,956$161,857

Board Members and Trustees

NameTitle
Catherine MayChair
James S RothrockPresident & CEO
Gwen WhitsonVice Chair
Gabriel MendhamDirector
Gerty GarnerDirector
Jack LantzDirector
Jane SchlegelDirector
Jim WhiteDirector
Jonathan CullenDirector
Joyce Huyett TurnerDirector
Michael RyanDirector
Robert LongDirector
Bill HorsfallDirector (thru Aug 2022)
Evelyn DanowitzDirector (thru Jan 2023)
Rose Chan LouiDirector (thru Oct 2022)
Tim HartleySecretary-treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$6,663
Program Service Revenue
$1,913,756
Investment Income
$3,230
Other Revenue
$1,000
All Other Contributions
$6,663
Change in Net Assets
$-531,218

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,924,649
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-4,092
Total Revenue per Audited Statements
$1,920,557
Total Revenue per Form 990
$1,924,649
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,532,970
Other Expenses$922,897
Total Fundraising Expense$8,069
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$813,111$93,317-$906,428
Depreciation Depletion$375,409--$375,409
Other Employee Benefits$195,550$34,177$261$229,988
Payroll Taxes$153,165$31,040$211$184,416
Current Officers, Directors, Trustees, and Key Employees$22,141$121,735$7,225$151,101
Occupancy$143,487$3,126-$146,613
All Other Expenses$40,411$33,451-$73,862
Conferences and Meetings$67,579$4,682-$72,261
Office Expenses$60,022$4,559-$64,581
Pension Plan Contributions$32,363$28,302$372$61,037
Insurance$43,853$1,194-$45,047
Advertising$18,360$3,311-$21,671
Other Expenses$17,466$40,786-$17,466
Fees for Services Legal-$10,356-$10,356
Travel$116$2,472-$2,588
Total Functional Expenses$2,035,290$412,508$8,069$2,455,867

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,455,867
Total Expenses per Audited Statements$2,455,867
Total Expenses per Form 990$2,455,867
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Loans Payable to Related Parties$4,524,481
Due to Related Parties$17,385
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
Yes
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“Management of twelve oaks senior living is conducted by episcopal communities and services, the sole member of twelve oaks. Ecs's management and employees are responsible for operating the residence. They interview, hire, train and supervise staff, market the facilities and services, and implement all of the necessary systems needed for operation of the property, including payroll, accounts payable, billing and accounting, food service management and physical plant maintenance.”

Form 990, Part VI, Section A, Line 6

“Episcopal communities and services will operate as the sole statutory member of twelve oaks foundation.”

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

“The form 990 is prepared by an outside cpa firm and presented to the board of directors. The board of directors review the form 990 and approve the filing.”

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

“Each officer (ceo and vice presidents) and members of the board of directors complete a conflict of interest statement annually and submit it to the audit committee. The audit committee reviewsconflict of interest statements provided by the officers and directors as the need arises but not less than annually.”

Form 990, Part VI, Section B, Line 15

“The compensation of the president/ceo and is established by a related organization, episcopal communities & services for seniors (ecs). Ecs used all of the following in establishing compensation: governance committee, independent compensation consultant, form 990 of other organizations, written employment contract, compensation survey or study, and approval by the board or governance committee. The independent compensation consultant provides the organization with a determination of reasonableness for compensation.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents and conflict of interest policy available upon request.”

Filing and Contact Details

Filer

Filer Name
Twelve Oaks Foundation
EIN
95-1750019
Phone
6264035400
Address
2212 EL MOLINO AVE, ALTADENA, CA 91001

Signing Officer

Name
James S Rothrock
Title
President & CEO
Phone
6264035400
Signed
2024-05-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James S Rothrock
Formed
1935
Legal Domicile
CA
Voting Board Members
13
Independent Board Members
12
Employees
42
Volunteers
150

Preparer

Firm
Moss Adams Llp
Address
225 S LAKE AVE 900, PASADENA, CA 91101
Preparer
Lauren a Haverlock
Phone
3104770450
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Transfer of net assets to related parties, net 502,798. Change in interest in related parties' net assets 6,550.”

Financial Statement Notes

PART X, LINE 2:

“Nonprofit organizations are generally not liable for taxes on income. Therefore, other than the california annual minimum tax and annual fee related to ecsllc and artful, llc, no provision is made for such taxes in the consolidated financial statements in accordance with u.s. Gaap. The organization considers many factors when evaluating and estimating their tax positions and tax benefits, which may require periodic adjustments, and which may not accurately anticipate actual outcomes. The organization evaluates their uncertain tax positions using the provisions in conformity with u.s. Gaap. These standards require management to perform an evaluation of all income tax positions taken, or expected to be taken, in the course of preparing the organizations' 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 taken include the tax-exempt status of the organizations, and various positions related to the potential sources of unrelated business taxable income. Since matters are subject to some degree of uncertainty, there can be no assurance that the organizations' tax returns will not be challenged by the taxing authorities and that the organization will not be subject to additional tax, penalties, and interests as a result of such challenge.”

Raw XML AppendixShowing 400 of 664 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/BOYAmt0172440
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0212470
IRS990/AccountsReceivableGrp/BOYAmt02022
IRS990/AccountsReceivableGrp/EOYAmt05782
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE AFFORDABLE ASSISTED LIVING FOR SENIORS, WITH THE AIM OF BRINGING HAPPINESS TO THEM AND THEIR FAMILIES.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt03311
IRS990/AdvertisingGrp/ProgramServicesAmt018360
IRS990/AdvertisingGrp/TotalAmt021671
IRS990/AllOtherContributionsAmt06663
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt033451
IRS990/AllOtherExpensesGrp/ProgramServicesAmt040411
IRS990/AllOtherExpensesGrp/TotalAmt073862
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/PersonNm0CHARLES RAHILLY
IRS990/BooksInCareOfDetail/PhoneNum06264035400
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02212 EL MOLINO AVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0ALTADENA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd091001
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt028836
IRS990/CashNonInterestBearingGrp/EOYAmt024781
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt07225
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0121735
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt022141
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0151101
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt04682
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt067579
IRS990/ConferencesMeetingsGrp/TotalAmt072261
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt06663
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt03230
IRS990/CYOtherExpensesAmt0922897
IRS990/CYOtherRevenueAmt01000
IRS990/CYProgramServiceRevenueAmt01913756
IRS990/CYRevenuesLessExpensesAmt0-531218
IRS990/CYSalariesCompEmpBnftPaidAmt01532970
IRS990/CYTotalExpensesAmt02455867
IRS990/CYTotalFundraisingExpenseAmt08069
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01924649
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd01
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0375409
IRS990/DepreciationDepletionGrp/TotalAmt0375409
IRS990/Desc0TWELVE OAKS FOUNDATION PROVIDES INDEPENDENT LIVING AND ASSISTED LIVING HOUSING AND SERVICES FOR OLDER ADULTS. TOF FACILITIES AND SERVICES ARE DESIGNED TO MEET THE PHYSICAL, SOCIAL, AND PSYCHOLOGICAL NEEDS OF RESIDENTS AND PROMOTE HEALTH, SECURITY, HAPPINESS AND PURPOSEFULNESS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt04208
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt010758
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt042
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt02035290
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt010356
IRS990/FeesForServicesLegalGrp/TotalAmt010356
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt24.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt34.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt44.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt54.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt64.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt74.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt84.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt94.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt104.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt114.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt124.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt134.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt144.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt154.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt164.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt039.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt151.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt161.00
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/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt048657
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt113329
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/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/PersonNm0JAMES S ROTHROCK
IRS990/Form990PartVIISectionAGrp/PersonNm1DENISE GOTTO
IRS990/Form990PartVIISectionAGrp/PersonNm2CATHERINE MAY
IRS990/Form990PartVIISectionAGrp/PersonNm3GWEN WHITSON
IRS990/Form990PartVIISectionAGrp/PersonNm4TIM HARTLEY
IRS990/Form990PartVIISectionAGrp/PersonNm5JONATHAN CULLEN
IRS990/Form990PartVIISectionAGrp/PersonNm6GERTY GARNER
IRS990/Form990PartVIISectionAGrp/PersonNm7JOYCE HUYETT TURNER
IRS990/Form990PartVIISectionAGrp/PersonNm8JACK LANTZ
IRS990/Form990PartVIISectionAGrp/PersonNm9ROBERT LONG
IRS990/Form990PartVIISectionAGrp/PersonNm10GABRIEL MENDHAM
IRS990/Form990PartVIISectionAGrp/PersonNm11MICHAEL RYAN
IRS990/Form990PartVIISectionAGrp/PersonNm12JANE SCHLEGEL
IRS990/Form990PartVIISectionAGrp/PersonNm13JIM WHITE
IRS990/Form990PartVIISectionAGrp/PersonNm14EVELYN DANOWITZ
IRS990/Form990PartVIISectionAGrp/PersonNm15BILL HORSFALL
IRS990/Form990PartVIISectionAGrp/PersonNm16ROSE CHAN LOUI
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1148528
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/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt0622406
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/TitleTxt0PRESIDENT & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt1EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY-TREASURER
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 (THRU JAN 2023)
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR (THRU AUG 2022)
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR (THRU OCT 2022)
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01935
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GrantAmt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt01924649
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt01194
IRS990/InsuranceGrp/ProgramServicesAmt043853
IRS990/InsuranceGrp/TotalAmt045047
IRS990/InventoriesForSaleOrUseGrp/BOYAmt06795
IRS990/InventoriesForSaleOrUseGrp/EOYAmt09344
IRS990/InvestmentIncomeGrp/ExclusionAmt03230
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt03230
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0721631
IRS990/LandBldgEquipBasisNetGrp/BOYAmt07625066
IRS990/LandBldgEquipBasisNetGrp/EOYAmt07599028
IRS990/LandBldgEquipCostOrOtherBssAmt08320659
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE ELDERLY PERSONS WITH HOUSING FACILITIES AND SERVICES SPECIALLY DESIGNED TO MEET THEIR PHYSICAL, SOCIAL, AND PSYCHOLOGICAL NEEDS AND TO PROMOTE THEIR HEALTH, SECURITY, HAPPINESS AND PURPOSEFULNESS IN LONGER LIVING, WITH THE CHARGES FOR SUCH FACILITIES AND SERVICES TO BE PREDICATED UPON THE PROVISION, MAINTENANCE AND OPERATIONS THEREOF ON A NONPROFIT BASIS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt02991640
IRS990/NetAssetsOrFundBalancesEOYAmt02965678
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-4092
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt02987432
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt02954920
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt03126
IRS990/OccupancyGrp/ProgramServicesAmt0143487
IRS990/OccupancyGrp/TotalAmt0146613
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt04559
IRS990/OfficeExpensesGrp/ProgramServicesAmt060022
IRS990/OfficeExpensesGrp/TotalAmt064581
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt04208
IRS990/OtherAssetsTotalGrp/EOYAmt010758
IRS990/OtherChangesInNetAssetsAmt0509348
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt0261
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt034177
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0195550
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0229988
IRS990/OtherExpensesGrp/Desc0PURCHASED SERVICES OTHE
IRS990/OtherExpensesGrp/Desc1PURCHASED SERVICES SKIL
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt040786
IRS990/OtherExpensesGrp/ProgramServicesAmt052257
IRS990/OtherExpensesGrp/ProgramServicesAmt117466
IRS990/OtherExpensesGrp/TotalAmt093043
IRS990/OtherExpensesGrp/TotalAmt117466
IRS990/OtherLiabilitiesGrp/BOYAmt04598760
IRS990/OtherLiabilitiesGrp/EOYAmt04541866
IRS990/OtherRevenueMiscGrp/BusinessCd0623990
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS REVENUE
IRS990/OtherRevenueMiscGrp/ExclusionAmt01000
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01000
IRS990/OtherRevenueTotalAmt01000
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt093317
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0813111
IRS990/OtherSalariesAndWagesGrp/TotalAmt0906428
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt0211
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt031040
IRS990/PayrollTaxesGrp/ProgramServicesAmt0153165
IRS990/PayrollTaxesGrp/TotalAmt0184416
IRS990/PensionPlanContributionsGrp/FundraisingAmt0372
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt028302
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt032363
IRS990/PensionPlanContributionsGrp/TotalAmt061037
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt024731
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0JAMES S ROTHROCK
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623990
IRS990/ProgramServiceRevenueGrp/BusinessCd1623990
IRS990/ProgramServiceRevenueGrp/Desc0ASSISTED LIVING & RENT
IRS990/ProgramServiceRevenueGrp/Desc1ANCILLARY SERVICES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01465920
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1447836
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01465920
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1447836
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0426
IRS990/PYOtherExpensesAmt0849051
IRS990/PYOtherRevenueAmt0900
IRS990/PYProgramServiceRevenueAmt01629992
IRS990/PYRevenuesLessExpensesAmt0-562998
IRS990/PYSalariesCompEmpBnftPaidAmt01345265
IRS990/PYTotalExpensesAmt02194316
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01631318
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-531218
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01913756
IRS990/SavingsAndTempCashInvstGrp/BOYAmt071182
IRS990/SavingsAndTempCashInvstGrp/EOYAmt070321
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME - 2018 AMOUNT: $ 87. 2019 AMOUNT: $ 7,539. 2020 AMOUNT: $ 2,000. 2021 AMOUNT: $ 900. 2022 AMOUNT: $ 1,000.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt06663
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0159831
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02518
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0170512
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt03230
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0426
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0280
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt02273
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt06209
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt07223553
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt01000
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0900
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt02000
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt07539
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt087
IRS990ScheduleA/OtherIncome170Grp/TotalAmt011526
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.90580
IRS990ScheduleA/PublicSupportPY170Pct00.92640
IRS990ScheduleA/PublicSupportTotal170Amt0170512
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt06663
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0159831
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02518
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01500
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0170512
IRS990ScheduleA/TotalSupportAmt0188247
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,720,014
Liabilities
$4,754,336
Net assets
$2,965,678
Revenue
$1,924,649
Expenses
$2,455,867
Net income
-$531,218
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.61$4.84$2.77$2.11$2.75$0.64
2023Detailed filing. Detailed filing data is available for this year.$7.72$4.75$2.97$1.92$2.46$0.53
2022Detailed filing. Detailed filing data is available for this year.$7.76$4.77$2.99$1.63$2.19$0.56
2021Detailed filing. Detailed filing data is available for this year.$8.07$5.02$3.05$1.06$1.34$0.29
2020Detailed filing. Detailed filing data is available for this year.$2.82$4.79$1.96$1.46$1.56$0.10
2019Detailed filing. Detailed filing data is available for this year.$2.73$4.60$1.86$1.34$2.07$0.72
2018Detailed filing. Detailed filing data is available for this year.$3.22$4.36$1.15$0.88$1.67$0.79
2017Detailed filing. Detailed filing data is available for this year.$2.26$2.27$0.01$0.03$0.59$0.57
2016Summary only. Only limited summary data is available for this year.$2.56$2.00$0.56$0.00$0.10$0.10
2015Summary only. Only limited summary data is available for this year.$1.00$0.34$0.66$0.00$0.15$0.15
2013Detailed filing. Detailed filing data is available for this year.$0.94$1.59$0.64$1.33$1.79$0.46
2012Summary only. Only limited summary data is available for this year.$1.02$1.21$0.19$1.77$1.91$0.14
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.93$0.98$0.05$1.90
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.95$0.94$0.02$1.72