Bixby Knolls Towers Inc.

990 • Fiscal year 2014 • EIN 95-2963856

Oct 01, 2013 to Sep 30, 2014 • Filed on Jul 23, 2015

Organization Profile N/A

911 N Studebaker Road90815

(562) 257-5100

Siviq Scores

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

1.50x

Higher debt load relative to assets than 98% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

0.91x

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

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

4.8%

Higher net margin than 57% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

$426,440

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 3.2% of source-year revenue.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

4.6%

Faster asset growth than 55% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2013 to 2014

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet

Liabilities / Assets98th percentile

Assets

$8,001,311

Up $349,290 (+4.6%) from 2013

Net Assets

-$3,964,528

Up $300,056 (+7.0%) from 2013

Liabilities

$11,965,839

Up $49,234 (+0.4%) from 2013

Revenue And Expenses

Liabilities / Revenue78th percentile Net Margin57th percentile

Revenue

$13,126,469

No earlier filing loaded for comparison.

Expenses

Down

$12,495,666

Down $185,535 (-1.5%) from 2013

Net Income

$630,803

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

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

Highlighted filing

2014

Assets$8,001,311

Liabilities$11,965,839

Net Assets-$3,964,528

Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

Highlighted filing

2014

Revenue$13,126,469

Expenses$12,495,666

Net Income$630,803

Open 2014 Filing

Jump To

Filing Snapshot

Filing Period: Oct 1, 2013 to Sep 30, 2014
Signed: Jul 23, 2015
Return Version: 2013v4.0
Gross Receipts: $13,126,469

Mission and Program Overview

Mission

To create an environment in our community that promotes comfort and social engagement.

Nursing and housing for senior citizens

Balance Sheet Detail

Line	Beginning	End	Change
Assets
Land, Buildings, and Equipment, Net	$2,593,924	$2,784,318	▲ $190,394
Savings and Temporary Cash Investments	$576,541	$718,359	▲ $141,818
Accounts Receivable	$516,291	$394,820	▼ $121,471
Prepaid Expenses and Deferred Charges	$53,506	$42,520	▼ $10,986
Inventories for Sale or Use	$23,999	$26,835	▲ $2,836
Cash and Non-Interest-Bearing Accounts	$2,500	$2,501	▲ $1
Total Assets	$7,652,021	$8,001,311	▲ $349,290
Other Assets Total	$3,885,260	$4,031,958	▲ $146,698
Liabilities
Tax Exempt Bond Liabilities	$10,647,360	$10,506,720	▼ $140,640
Accounts Payable and Accrued Expenses	$925,412	$1,134,574	▲ $209,162
Other Liabilities	$201,557	$200,945	▼ $612
Deferred Revenue	$142,276	$123,600	▼ $18,676
Total Liabilities	$11,916,605	$11,965,839	▲ $49,234
Net Assets / Fund Balance
Unrestricted Net Assets	$-4,264,584	$-3,964,528	▲ $300,056
Total Net Assets Fund Balance	$-4,264,584	$-3,964,528	▲ $300,056
Total Liabilities and Net Assets / Fund Balance	$7,652,021	$8,001,311	▲ $349,290

Asset Categories

Asset	Book Value	Depreciation	Basis
Buildings	$1,491,797	$9,874,335	$11,366,132
Equipment	$740,973	$1,031,159	$1,772,132
Land	$551,548	-	$551,548
Other Assets Org	$53,108	-	-

Compensation and Service Providers

Top Officer Pay88th percentile

Employees

Name	Title	Other	Total
Anders Plett	VP Acquisitions & Project Development	$207,192	$207,192
Cheryl J Howell	Director of Admin Services	$144,043	$144,043
John Clow	Director Risk Management	$134,829	$134,829

Board Members and Trustees

Name	Title
Laverne R Joseph	President/CEO
Christina E Potter	Director
Frank G Jahrling	Director
John E Trnka	Director
Raymond East	Director
Stewart M Simington	Director
Deborah J Stouff	Director and Corporate Secretary
Darryl Sexton	Director and VP
Christopher Mullen	Bus Application Manager
Frank Rossello Jr	CFO/VP Finance
Robert R Amberg	Sr. VP Gen Counsel
Anders Plett	VP Acquisitions & Project Developmen
Peter Oscar Peabody	VP Healthcare Ops
Stuart J Hartman	VP Housing Ops
Nada Battaglia	VP Human Resources
Richard Washington	VP Project Development
Vincent B Magnone	VP Treasury

Revenue and Support

Revenue Composition

Contributions and Grants: $0
Program Service Revenue: $12,831,658
Investment Income: $30,841
Other Revenue: $263,970
Change in Net Assets: $630,803

Expenses and Functional Allocation

Major Expense Lines

Line Item	Amount
Salaries, Compensation, and Employee Benefits	$7,278,729
Other Expenses	$5,186,937
Grants and Similar Amounts Paid	$30,000
Professional Fundraising Fees	$0
Total Fundraising Expense	$0

Functional Expense Allocation

Line Item	Program	Management	Fundraising	Total
Other Salaries and Wages	$4,978,583	$547,021	-	$5,525,604
Other Employee Benefits	$1,139,711	$92,587	-	$1,232,298
Office Expenses	$847,724	$47,314	-	$895,038
Fees for Services Management	-	$780,904	-	$780,904
Occupancy	$698,551	-	-	$698,551
Payroll Taxes	$411,540	$44,096	-	$455,636
Insurance	$200,513	$174,122	-	$374,635
Fees for Services Other	$201,046	$18,580	-	$219,626
Depreciation Depletion	$216,888	-	-	$216,888
All Other Expenses	$122,040	$28,347	-	$150,387
Interest	$99,457	-	-	$99,457
Other Expenses	$83,183	$8,076	-	$91,259
Pension Plan Contributions	$63,903	$1,288	-	$65,191
Fees for Services Legal	-	$45,509	-	$45,509
Advertising	$1,082	$34,512	-	$35,594
Information Technology	-	$31,722	-	$31,722
Grants to Domestic Orgs	$30,000	-	-	$30,000
Fees for Services Accounting	-	$19,045	-	$19,045
Travel	$18,175	$55	-	$18,230
Total Functional Expenses	$10,622,488	$1,873,178	$0	$12,495,666

International Activity

Grant and Assistance Recipients

Recipient	Location	Category	Purpose	Amount
95-2249495	-	501(c)(3)	To Enable Related Entity to Provide Additional Support to Related Organizations Which Are in Need of Financial Assistance in Order to Carry Out Their Exempt Purpose of Providing Residential and Assisted Living Services to Senior Citizens.	$30,000

Fundraising, Events, and Gaming

Fundraising activities: No
Gaming activities: No
Professional fundraiser used: No

Fundraising and Gaming Totals

Line Item	Amount
Professional Fundraising Fees	$0

Political and Lobbying Activity

Political campaign activity: No
Lobbying activity: No
Subject to proxy tax: No

Related Organizations and Partnerships

Related Tax-Exempt Organizations

Organization	Location	Activity	Code	Public Charity	Controlled
93-0839426	-	Low and Very Low Income Housing	501(c)(3)	7	No
95-4547417	-	Housing for Chronically Mentally Ill Adults	501(c)(3)	15	No
31-1575444	-	Low and Very Low Income Housing	501(c)(3)	9	No
33-0227497	-	Low and Very Low Income Housing	501(c)(3)	9	No
31-1135796	-	Low and Very Low Income Housing	501(c)(3)	9	No
33-0462745	-	Corporate General Partner for a Low and Very Low Income Housing Partnership.	501(c)(3)	11	No
95-3618525	-	Low and Very Low Income Housing	501(c)(3)	9	No
30-0105347	-	Low and Very Low Income Housing	501(c)(3)	9	No
33-0657540	-	Low & Very Low Income Housing	501(c)(3)	15	No
33-0274917	-	Low and Very Low Income Housing	501(c)(3)	9	No
20-5593693	-	Low & Very Low Income Housing	501(c)(3)	15	No
76-0713632	-	Affordable Housing to Low Income Seniors, Families and the Handicapped	501(c)(3)	9	No
61-1116280	-	Nursing and Housing for Senior Citizens	501(c)(3)	9	No
95-3981289	-	Low and Very Low Income Housing	501(c)(3)	9	No
95-3972422	-	Low and Very Low Income Housing	501(c)(3)	9	No
74-2528374	-	Low and Very Low Income Housing	501(c)(3)	9	No
52-1901330	-	Low Income Housing for the Elderly	501(c)(3)	15	No
94-1630325	-	Low and Very Low Income Housing	501(c)(3)	9	No
94-1629086	-	Skilled Nursing Care	501(c)(3)	9	No
95-3858285	-	Low and Very Low Income Housing	501(c)(3)	7	No
33-0240088	-	Low and Very Low Income Housing	501(c)(3)	15	No
91-2118986	-	Low Income Housing for the Elderly & Disabled	501(c)(3)	15	No
94-3090349	-	Low and Very Low Income Housing	501(c)(3)	9	No
20-2852210	-	Assisted Living Facilities for Low Income Elderly Persons	501(c)(3)	9	No
94-2645317	-	Low and Very Low Income Housing	501(c)(3)	9	No
46-1443891	-	Low and Very Low Income Housing	501(c)(3)	9	No
33-0221566	-	Low and Very Low Income Housing	501(c)(3)	9	No
31-1660727	-	Low & Very Low Income Housing	501(c)(3)	9	No
81-0631096	-	Nursing Care and Assisted Living Facilities to the Elderly	501(c)(3)	9	No
33-0217504	-	Low and Very Low Income Housing	501(c)(3)	9	No
95-3815447	-	Low and Very Low Income Housing	501(c)(3)	9	No
33-0236316	-	Low and Very Low Income Housing	501(c)(3)	7	No
31-1710670	-	Senior Housing	501(c)(3)	15	No
33-0219411	-	Low and Very Low Income Housing	501(c)(3)	9	No
33-0402391	-	Low and Very Low Income Housing	501(c)(3)	9	No
95-3743532	-	Low and Very Low Income Housing	501(c)(3)	9	No
33-0483950	-	Low and Very Low Income Housing	501(c)(3)	7	No
95-3815145	-	Low and Very Low Income Housing	501(c)(3)	7	No
95-3917927	-	Low & Very Low Income Senior Citizen Housing	501(c)(3)	15	No
95-3806147	-	Low and Very Low Income Housing	501(c)(3)	9	No
95-3807642	-	Low and Very Low Income Housing	501(c)(3)	7	No
33-0236319	-	Low and Very Low Income Housing	501(c)(3)	7	No
95-3915615	-	Low and Very Low Income Housing	501(c)(3)	9	No
91-2004295	-	Low and Very Low Income Housing	501(c)(3)	9	No
66-0431743	-	Low Income Housing	501(c)(3)	15	No
57-0845047	-	Residential and Assisted Living for Senior Citizens	501(c)(3)	9	No
95-3651050	-	See Schedule O - Sponsor Organization	501(c)(3)	11	No
31-0956562	-	Low and Very Low Income Housing	501(c)(3)	9	No
33-0240089	-	Low & Very Low Income Senior Citizen Housing	501(c)(3)	15	No
95-3864203	-	Nursing and Housing for the Elderly	501(c)(3)	9	No
33-0713531	-	General Welfare & Economic Development of Low and Very-low Income Persons or	501(c)(3)	9	No
35-3252619	-	Low Income Housing for the Chronicall Mentally Ill	501(c)(3)	15	No
73-1698527	-	Senior Housing	501(c)(3)	15	No
95-3072221	-	Low Income Housing	501(c)(3)	9	No
33-0713528	-	Low and Very Low Income Housing	501(c)(3)	9	No
91-1751136	-	Low Income Senior Housing	501(c)(3)	9	No
59-2742497	-	Retirement Home for Senior Citizens	501(c)(3)	9	No
31-1708080	-	Low Income Senior Housing	501(c)(3)	15	No
31-1576132	-	Low & Very Low Income Housing	501(c)(3)	15	No
31-1135803	-	Low and Very Low Income Housing.	501(c)(3)	9	No
31-1531662	-	Low and Very Low Income Housing	501(c)(3)	9	No
68-0203079	-	Assist Developmentally Disabled Persons	501(c)(3)	9	No
30-0105351	-	Low and Very Low Income Housing.	501(c)(3)	7	No
33-0236348	-	Low and Very Low Income Housing	501(c)(3)	9	No
76-0713633	-	Affordable Housing to Low-income Seniors, Families and the Handicapped	501(c)(3)	9	No
31-1025386	-	Low and Very Low Income Housing	501(c)(3)	9	No
33-0235269	-	Low and Very Low Income Housing	501(c)(3)	9	No
20-5489828	-	Low and Very Low Income Housing	501(c)(3)	9	No
45-2872284	-	Low Income Housing for the Elderly & Disabled	501(c)(3)	9	No
33-0293189	-	Low and Very Low Income Housing	501(c)(3)	9	No
95-3915617	-	Low and Very Low Income Housing	501(c)(3)	9	No
33-0336099	-	Low and Very Low Income Housing	501(c)(3)	7	No
91-2129703	-	General Partner in a Partnership That Is Operating Low Income Housing	501(c)(3)	9	No
20-2853552	-	Low & Very Low Income Housing	501(c)(3)	15	No
33-0310321	-	Low and Very Low Income Housing	501(c)(3)	9	No
95-3000996	-	Low Income Housing	501(c)(3)	9	No
30-0265098	-	Low Income Housing	501(c)(3)	9	No
35-1601281	-	Low and Very Low Income Housing	501(c)(3)	9	No
95-3924425	-	Low and Very Low Income Housing	501(c)(3)	9	No
39-1674875	-	Low and Very Low Income Housing	501(c)(3)	9	No
31-1105980	-	Low and Very Low Income Housing	501(c)(3)	7	No
94-2764262	-	Low and Very Low Income Housing	501(c)(3)	9	No
91-1212339	-	Low and Very Low Income Housing	501(c)(3)	7	No
95-3970172	-	Low and Very Low Income Housing	501(c)(3)	9	No
41-2089814	-	Senior Citizen Housing	501(c)(3)	15	No
95-3926600	-	Retirement Housing for Senior Citizens	501(c)(3)	9	No
95-3315308	-	Low and Very Low Income Housing	501(c)(3)	9	No
95-2394671	-	Retirement Housing for Senior Citizens	501(c)(3)	9	No
95-3972613	-	To Provide Low and Very Low Income Housing	501(c)(3)	9	No
59-2721378	-	Housing and Nursing for Senior Citizens	501(c)(3)	9	No
75-2264833	-	Low and Very Low Income Housing	501(c)(3)	9	No
95-3915111	-	Low and Very Low Income Housing	501(c)(3)	9	No
94-2256991	-	Low and Very Low Income Housing	501(c)(3)	9	No
93-1216117	-	Low Income Housing	501(c)(3)	9	No
91-2169651	-	Low and Very Low Income Housing	501(c)(3)	9	No
74-2282021	-	Low and Very Low Income Housing.	501(c)(3)	9	No
33-0236323	-	Low & Very Low Income Housing	501(c)(3)	7	No
33-0736426	-	Low and Very Low Income Housing	501(c)(3)	9	No
20-5267298	-	Low and Very Low Income Housing	501(c)(3)	9	No
31-1717824	-	Assisted Living Residence for Low Income Seniors	501(c)(3)	9	No
95-3915619	-	Low and Very Low Income Housing	501(c)(3)	7	No
95-3883729	-	Low and Very Low Income Housing	501(c)(3)	9	No
86-0661151	-	Low and Very Low Income Housing.	501(c)(3)	9	No
95-3298228	-	Low and Very Low Income Housing	501(c)(3)	9	No
95-2874168	-	Low and Very Low Income Housing	501(c)(3)	9	No
76-0713635	-	Affordable Housing to Low-income Seniors, Families and the Handicapped	501(c)(3)	9	No
95-3915116	-	Low and Very Low Income Housing	501(c)(3)	7	No
95-3864201	-	Low and Very Low Income Housing	501(c)(3)	7	No
95-3864190	-	Low and Very Low Income Housing	501(c)(3)	9	No
95-3103749	-	Low and Very Low Income Housing	501(c)(3)	9	No
95-3835688	-	To Provide Housing for the Low and Very Low Income Senior Citizens.	501(c)(3)	9	No
33-0299770	-	Senior Citizen Housing	501(c)(3)	9	No
95-3972405	-	Low and Very Low Income Housing	501(c)(3)	9	No
33-0224099	-	Low and Very Low Income Housing	501(c)(3)	9	No
95-3961818	-	Low and Very Low Income Housing	501(c)(3)	9	No
95-3939010	-	Low and Very Low Income Housing	501(c)(3)	9	No
95-2249495	-	See Schedule O - Sponsor Organization	501(c)(3)	1	No
99-0270013	-	Low and Very Low Income Housing.	501(c)(3)	7	No
95-3295618	-	Affordable Housing to the Elderly	501(c)(3)	9	No
91-2145934	-	Low and Very Low Income Housing	501(c)(3)	11	No
95-3555022	-	Low and Very Low Income Housing	501(c)(3)	9	No
95-3913994	-	Low and Very Low Income Housing	501(c)(3)	9	No
95-3856154	-	Low and Very Low Income Housing	501(c)(3)	9	No
76-0775911	-	Low and Very Low Income Housing	501(c)(3)	9	No
38-2589687	-	Low and Very Low Income Housing	501(c)(3)	9	No
81-0631098	-	Low Income Housing	501(c)(3)	9	No
95-3976201	-	Low and Very Low Income Housing	501(c)(3)	11	No
33-0234678	-	Low and Very Low Income Housing	501(c)(3)	9	No
95-3952505	-	Low and Very Low Income Housing	501(c)(3)	7	No
31-1728897	-	Low and Very Low Income Housing.	501(c)(3)	9	No
30-0108108	-	Low Income Housing for the Elderly	501(c)(3)	9	No
31-1710648	-	Senior Housing	501(c)(3)	9	No
95-3976114	-	Low & Very Low Income Housing	501(c)(3)	15	No
33-0713530	-	Low and Very Low Income Housing	501(c)(3)	9	No
94-1702821	-	Low and Very Low Income Housing	501(c)(3)	9	No
33-0217490	-	Low & Very Low Income Housing	501(c)(3)	15	No
95-3930268	-	Residential and Assisted Living Services for Senior Citizens	501(c)(3)	9	No
91-2118985	-	Low & Very Low Income Housing for the Elderly	501(c)(3)	15	No
91-2118974	-	Low & Very Low Income Housing for the Elderly	501(c)(3)	15	No
59-2314057	-	Low and Very Low Income Housing	501(c)(3)	9	No
31-1012363	-	Low and Very Low Income Housing	501(c)(3)	9	No
68-0025578	-	Low and Very Low Income Housing	501(c)(3)	9	No
31-1042917	-	Low and Very Low Income Housing	501(c)(3)	9	No
26-1522545	-	Housing for Low Income Elderly Persons	501(c)(3)	7	No
91-2055958	-	Low and Very Low Income Housing	501(c)(3)	7	No
95-3748359	-	Low and Very Low Income Housing	501(c)(3)	7	No
33-0230525	-	Low and Very Low Income Housing	501(c)(3)	9	No
95-3573752	-	Low and Very Low Income Housing	501(c)(3)	7	No
33-0236331	-	Low and Very Low Income Housing	501(c)(3)	9	No
35-1590607	-	Nursing Services and Senior Housing	501(c)(3)	9	No
31-1663924	-	Low Income Housing for the Elderly & Disabled	501(c)(3)	7	No

Related Partnerships and Joint Ventures

Organization	Location	Activity	Income	Assets	Ownership	Managing Partner
91-2118880	-	Low Income Housing	-	-	-	-
91-2118879	-	Low Income Housing	-	-	-	-
91-2118878	-	Low Income Housing	-	-	-	-
26-2776373	-	Low Income Housing	-	-	-	-
33-0657744	-	Low Income Housing	-	-	-	-
45-3517331	-	Low Income Housing	-	-	-	-
91-2081880	-	Low Income Housing	-	-	-	-
80-0383839	-	Low Income Housing	-	-	-	-
46-1159405	-	Low Income Housing	-	-	-	-
46-1170579	-	Low Income Housing	-	-	-	-
91-2058664	-	Low Income Housing	-	-	-	-
30-0751675	-	Low Income Housing	-	-	-	-
20-8737125	-	Low Income Housing	-	-	-	-
26-2045140	-	Low Income Housing	-	-	-	-
26-2044491	-	Low Income Housing	-	-	-	-
80-0047322	-	Low Income Housing	-	-	-	-
33-0404058	-	Low Income Housing	-	-	-	-
61-1694504	-	Low Income Housing	-	-	-	-
33-0383600	-	Low Income Housing	-	-	-	-
91-2129525	-	Low Income Housing	-	-	-	-
35-1601281	-	Low Income Housing	-	-	-	-
41-2089820	-	Low Income Housing	-	-	-	-
20-8737239	-	Low Income Housing	-	-	-	-
26-2045031	-	Low Income Housing	-	-	-	-
26-2044625	-	Low Income Housing	-	-	-	-
27-5105225	-	Low Income Housing	-	-	-	-
27-5104715	-	Low Income Housing	-	-	-	-
95-4358490	-	Low Income Housing	-	-	-	-
26-3792698	-	Low Income Housing	-	-	-	-
95-3973274	-	Low Income Housing	-	-	-	-
33-0383602	-	Low Income Housing	-	-	-	-
76-0713646	-	Low Income Housing	-	-	-	-
27-1649972	-	Low Income Housing	-	-	-	-
33-1037938	-	Low Income Housing	-	-	-	-
33-0595836	-	Low Income Housing	-	-	-	-
47-0942681	-	Low Income Housing	-	-	-	-
46-2888427	-	Low Income Housing	-	-	-	-
46-2888466	-	Low Income Housing	-	-	-	-
45-4931743	-	Low Income Housing	-	-	-	-

Debt and Bond Financing

Other Reported Liabilities

Liability	Amount
Deposits	$176,391
Capital Lease Obligations	$15,893
Dur to Affiliate	$8,661

Bond Issues

Bond	Issuer	Issued	Issue Price	Purpose
A	52-1598225	2014-06-30	$10,094,118	To repay outstanding mortgages

Bond Proceeds

Bond	Total Proceeds	Spent	Retired	Issuance Costs
A	$10,094,118	$48,792	$74,510	$88,054

Bond Financing Compliance

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

Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant: No
Annual disclosure for covered persons: Yes
Audit committee: Yes
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: Yes
Management duties delegated: Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“Management duties are fulfilled by management company.”

Form 990, Part VI, Section A, Line 6

“There shall be one class of members. The sole member of the corporation shall be retirement housing foundation or its designee.”

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

“Directors shall be elected at the annual meeting of the members.”

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

“The bylaws may be amended or repealed by the vote of the members entitled to exercise a majority of the voting power of the corporation or by the written assent of such members.”

Form 990, Part VI, Section A, Line 8B

“There are no committees with authority to act on behalf of the governing body.”

Form 990, Part VI, Section B, Line 11

“The management company thoroughly reviews the form 990 before providing a copy to the governing body and filing.”

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

“Upon joining the company and annually thereafter, all employees and board members are required to complete and sign a certification acknowledging their understanding and agreement to comply with the company's conflict of interest policy, including disclosing any activities that may appear or may be deemed violations of the policy board members and company officers have an additional and more comprehensive conflict of interest policy and certification requirement designated management personnel are responsible for tracking the distribution and return of all certifications and for accounting and reporting any disclosures to the company's compliance officer. If further review of any disclosure is merited, the compliance officer forwards the certification to the company's general counsel, ceo and/or board for final disposition individuals who have made disclosures are advised of final dispositions. An employee's failure to submit timely certifications, disclosures and/or to take the necessary required actions to avoid conflicts may be disciplined, up to and including termination if the individual is a board member, he or she may be subject to removal from his or her position.”

Form 990, Part VI, Section B, Line 15

“The process for determining compensation for the ceo, executive director, top management officials and other officers or key employees included an extensive review and approval by independent persons.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request”

Form 990, Part VII, Section A and Schedule J, Part II

“The compensation listed on schedule j and elsewhere in this return is for services provided by and paid by retirement housing foundation, which is a related organization that sponsors and manages approximately 190 tax exempt organizations and partnerships that provide affordable and market-rate housing, skilled nursing, and assisted living services for senior adults, low income families, and persons with disabilities throughout the united states including the district of columbia, puerto rico, and the virgin islands.”

Filing and Contact Details

Filer

EIN: 95-2963856
Phone: 5622575100

Signing Officer

Name: Deborah Stouff
Title: Secretary
Phone: 5622575100
Signed: 2015-07-23
Discuss with paid preparer: Yes

Organization Details

Principal Officer: Laverne Joseph
Formed: 1978
Legal Domicile: CA
Voting Board Members: 6
Independent Board Members: 6
Employees: 228
Volunteers: 0

Preparer

Preparer: Jeff Parker
Phone: 3149254300

Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Loss on refinance of long-term debt -335,793.”

Form 990, Part XII, Line 2C

“The management company assumes responsibility for the oversight of the audit of its financial statements and the selection of the independent accountant.”

Financial Statement Notes

PART X, LINE 2:

“All the organizations that comprise the obligated group qualify as tax-exempt corporations described in section 501(c)(3) of the internal revenue code. Accordingly, the organizations are not subject to federal income taxes under section 501(a) of the code. The organizations are classified as publicly-supported charitable organizations under the code and contributions to the organizations qualify as a charitable tax deduction for the contributor. The organizations apply the income tax standard for uncertain tax positions. This standard clarifies the accounting for uncertainty in income taxes recognized in an organization's financial statements. This standard prescribes recognition and measurement of tax positions taken or expected to be taken on a tax return that are not certain to be realized. The organizations are not aware of any activities that would jeopardize their tax-exempt status. The tax returns for the years 2013, 2012, and 2011 are subject to review and examination by the irs.”

Raw XML AppendixShowing 400 of 3,124 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.

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IRS990/OtherExpensesGrp/ProgramServicesAmt	3	83183
IRS990/OtherExpensesGrp/TotalAmt	0	814236
IRS990/OtherExpensesGrp/TotalAmt	1	476307
IRS990/OtherExpensesGrp/TotalAmt	2	219549
IRS990/OtherExpensesGrp/TotalAmt	3	91259
IRS990/OtherLiabilitiesGrp/BOYAmt	0	201557
IRS990/OtherLiabilitiesGrp/EOYAmt	0	200945
IRS990/OtherRevenueMiscGrp/BusinessCd	0	623000
IRS990/OtherRevenueMiscGrp/BusinessCd	1	623000
IRS990/OtherRevenueMiscGrp/BusinessCd	2	623000
IRS990/OtherRevenueMiscGrp/Desc	0	VARIOUS RESIDENT CHARGES
IRS990/OtherRevenueMiscGrp/Desc	1	LAUNDRY
IRS990/OtherRevenueMiscGrp/Desc	2	CAFETERIA INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt	0	148809
IRS990/OtherRevenueMiscGrp/ExclusionAmt	1	65171
IRS990/OtherRevenueMiscGrp/ExclusionAmt	2	49990
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt	0	148809
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt	1	65171
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt	2	49990
IRS990/OtherRevenueTotalAmt	0	263970
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt	0	547021
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt	0	4978583
IRS990/OtherSalariesAndWagesGrp/TotalAmt	0	5525604
IRS990/PartialLiquidationInd	0	0
IRS990/PayPremiumsPrsnlBnftCntrctInd	0	0
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt	0	44096
IRS990/PayrollTaxesGrp/ProgramServicesAmt	0	411540
IRS990/PayrollTaxesGrp/TotalAmt	0	455636
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt	0	1288
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt	0	63903
IRS990/PensionPlanContributionsGrp/TotalAmt	0	65191
IRS990/PoliticalCampaignActyInd	0	0
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt	0	53506
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt	0	42520
IRS990/PrincipalOfficerNm	0	LAVERNE JOSEPH
IRS990/ProfessionalFundraisingInd	0	0
IRS990/ProgramServiceRevenueGrp/BusinessCd	0	531110
IRS990/ProgramServiceRevenueGrp/BusinessCd	1	623000
IRS990/ProgramServiceRevenueGrp/BusinessCd	2	623000
IRS990/ProgramServiceRevenueGrp/BusinessCd	3	623000
IRS990/ProgramServiceRevenueGrp/Desc	0	RENTAL SERVICES
IRS990/ProgramServiceRevenueGrp/Desc	1	MEDICARE/MEDICAID PAYMENT
IRS990/ProgramServiceRevenueGrp/Desc	2	PATIENT SERVICES
IRS990/ProgramServiceRevenueGrp/Desc	3	ASSISTED LIVING
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt	0	4804510
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt	1	4016511
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt	2	2298133
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt	3	1712504
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt	0	4804510
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt	1	4016511
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt	2	2298133
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt	3	1712504
IRS990/ProgSrvcAccomActy2Grp/Desc	0	DURING THIS FISCAL YEAR, THE ORGANIZATION GAVE $30,000 OF EXCESS OPERATING FUNDS TO RETIREMENT HOUSING FOUNDATION, A RELATED 501(C)(3) ENTITY RETIREMENT HOUSING FOUNDATION PROVIDES MANAGEMENT, ADMINISTRATIVE AND FINANCIAL SUPPORT TO OVER 150 501(C)(3) SUBSIDIARES INCLUDING BIXBY KNOLLS TOWERS. THIS GRANT WAS MADE TO ENABLE RHF TO PROVIDE ADDITIONAL SUPPORT TO THOSE RELATED ORGANIZATIONS WHICH ARE IN NEED OF FINANCIAL ASSISTANCE IN ORDER TO CARRY OUT THEIR EXEMPT PURPOSE.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt	0	30000
IRS990/ProgSrvcAccomActy2Grp/GrantAmt	0	30000
IRS990/ProhibitedTaxShelterTransInd	0	0
IRS990/PYBenefitsPaidToMembersAmt	0	0
IRS990/PYContributionsGrantsAmt	0	993
IRS990/PYExcessBenefitTransInd	0	0
IRS990/PYGrantsAndSimilarPaidAmt	0	259208
IRS990/PYInvestmentIncomeAmt	0	-33830
IRS990/PYOtherExpensesAmt	0	5299142
IRS990/PYOtherRevenueAmt	0	188599
IRS990/PYProgramServiceRevenueAmt	0	12829298
IRS990/PYRevenuesLessExpensesAmt	0	303859
IRS990/PYSalariesCompEmpBnftPaidAmt	0	7122851
IRS990/PYTotalExpensesAmt	0	12681201
IRS990/PYTotalProfFndrsngExpnsAmt	0	0
IRS990/PYTotalRevenueAmt	0	12985060
IRS990/QuidProQuoContributionsInd	0	0
IRS990/RcvFndsToPayPrsnlBnftCntrctInd	0	0
IRS990/ReconcilationRevenueExpnssAmt	0	630803
IRS990/RegularMonitoringEnfrcInd	0	1
IRS990/RelatedEntityInd	0	1
IRS990/RelatedOrganizationCtrlEntInd	0	0
IRS990/ReportInvestmentsOtherSecInd	0	0
IRS990/ReportLandBuildingEquipmentInd	0	1
IRS990/ReportOtherAssetsInd	0	1
IRS990/ReportOtherLiabilitiesInd	0	1
IRS990/ReportProgramRelatedInvstInd	0	0
IRS990/RevenueAmt	0	12831658

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing

Assets: $8,001,311
Liabilities: $11,965,839
Net assets: -$3,964,528
Revenue: $13,126,469
Expenses: $12,495,666
Net income: $630,803

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.	$2.32	$1.73	$0.58	$0.14	$0.02	$0.12
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.	$2.39	$1.93	$0.47	$0.14	$0.37	$0.22
2023Summary only. Only limited summary data is available for this year.	$2.68	$2.01	$0.67	$17.3	$10.4	$6.92
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.	$14.9	$21.1	$6.21	$12.3	$13.4	$1.11
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.	$14.4	$19.5	$5.10	$12.0	$14.1	$2.11
2020Summary only. Only limited summary data is available for this year.	$13.3	$16.3	$2.98	$13.8	$14.7	$0.88
2019Summary only. Only limited summary data is available for this year.	$8.93	$11.8	$2.87	$13.6	$14.5	$0.96
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$9.77	$11.7	$1.91	$13.8	$14.2	$0.41
2017Summary only. Only limited summary data is available for this year.	$9.67	$11.2	$1.50	$14.8	$13.7	$1.09
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$8.19	$10.8	$2.59	$13.6	$13.0	$0.52
2015Summary only. Only limited summary data is available for this year.	$8.31	$11.4	$3.11	$13.5	$12.6	$0.85
2014Detailed filing. Detailed filing data is available for this year.	$8.00	$12.0	$3.96	$13.1	$12.5	$0.63
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.	$7.65	$11.9	$4.26		$12.7
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.	$7.64	$12.2	$4.53		$12.5
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.	$7.77	$12.7	$4.96		$13.3