2024-06-17T19:25:59-04:00 2023-12-31 831653274 Candice Gerlach CPA Inc 2888 Loker Ave East Ste 219 Carlsbad CA 92010 990 2023-01-01 273637559 RESIDENTS ASSOC OF CARLSBAD BY THE SEA RESI 2855 CARLSBAD BLVD CARLSBAD CA 92008 GREGORY NESBITT TREASURER 7604352532 2024-04-30 true GREGORY NESBITT true CANDICE GERLACH CPA P01250900 7602085885 2024-06-17 0 00 AAL2 IAL1 2023 2023-04-26 12:10:37Z GERRY ANDERSON 262301 false X N/A X 2015 CA MISSION IS TO PROVIDE RESIDENTS THE SUPPORT AND SERVICES ESSENTIAL FOR MAKING THEIR LIVES IN THE COMMUNITY SAFE, COMFORTABLE, ENRICHED, AND MEANINGFUL AND TO PROVIDE FINANCIAL ASSISTANCE AND EDUCATIONAL GRANTS TO THOSE WHO SERVE THE AGED. 9 9 0 90 0 0 215360 260620 0 24 1681 0 215384 262301 194146 228681 0 0 0 0 19440 24803 213586 253484 1798 8817 199550 208435 597 665 198953 207770 MISSION IS TO PROVIDE RESIDENTS THE SUPPORT AND SERVICES ESSENTIAL FOR MAKING THEIR LIVES IN THE COMMUNITY SAFE, COMFORTABLE, ENRICHED, AND MEANINGFUL AND TO PROVIDE FINANCIAL ASSISTANCE AND EDUCATIONAL GRANTS TO THOSE WHO SERVE THE AGED. false false 211690 211690 EMPLOYEE APPRECIATION: PROVIDED RECOGNITION AND HOLIDAY GIFTS TO EMPLOYEES SERVING RESIDENTS OF CARLSBAD BY THE SEA RETIREMENT COMMUNITY TO ACKNOWLEDGE AND REWARD EXCELLENT SERVICE TO ELDERLY RESIDENTS. 138 CARLSBAD BY THE SEA EMPLOYEES WERE RECOGNIZED. 20201 2635 RESIDENT SERVICES: PROVIDED ACTIVITIES, HOSPITALITY, ARTS & CRAFTS, LIBRARY MATERIALS, AND TECHNOLOGY SUPPORT TO RESIDENTS OF CARLSBAD BY THE SEA RETIREMENT COMMUNITY, MANY OF WHOM HAVE COGNITIVE AND/OR PHYSICAL CHALLENGES. MADE GRANTS TO FOUR LOCAL CHARITABLE ORGANIZATIONS THAT PROVIDED SOME SERVICE OR VISITATION FOR RESIDENTS OF CARLSBAD BY THE SEA RETIREMENT COMMUNITY. 14356 14356 EMPLOYEE SCHOLARSHIPS: PROVIDED EDUCATIONAL SCHOLARSHIP ASSISTANCE TO EMPLOYEES SERVING RESIDENTS OF CARLSBAD BY THE SEA RETIRMEMENT COMMUNITY TO ADVANCE THEIR KNOWLEDGE, BOTH GENERALLY AS WELL AS SPECIFIC TO ELDERCARE. SCHOLARSHIP GRANTS WERE AWARDED TO NINE CARLSBAD BY THE SEA EMPLOYEES. 246247 true false false false false false false false false false false false false false false false false false false false false false false false false false false false true false false false false false false false false false true false false false false false false false false false true 0 0 0 false false false false false false false false false false false false X 9 9 false false false false false false false true true false false false true true true true true false false false CA X X SUE VAUGHN 7604352532 2855 CARLSBAD BLVD CARLSBAD CA 92008 X ARTHUR LIGGINS DIRECTOR AT LARGE 2.00 0.00 X 0 0 0 ED KOCH DIRECTOR AT LARGE 2.00 0.00 X 0 0 0 MARK WENTLAND DIRECTOR AT LARGE 2.00 0.00 X 0 0 0 KEN VOERTMAN DIRECTOR AT LARGE 2.00 0.00 X 0 0 0 DIANA CLARK DIRECTOR AT LARGE 2.00 0.00 X 0 0 0 PATRICIA HAYNES VICE PRESIDENT 2.00 0.00 X X 0 0 0 GERRY ANDERSON PRESIDENT 6.00 0.00 X X 0 0 0 DAVE KRETZMANN TREASURER 6.00 0.00 X X 0 0 0 SUE VAUGHN SECRETARY 4.00 0.00 X X 0 0 0 0 0 0 0 false false false 260620 27422 260620 1681 1681 262301 1681 0 0 2635 2635 226046 226046 200 200 3529 3529 180 180 3253 3253 BOARD FEES 75 75 OTHER PROGRAM EXPENSES 17566 17566 253484 246247 7237 0 137601 132615 61949 75820 199550 208435 597 665 597 665 X 138092 143365 60861 64405 198953 207770 199550 208435 8817 0 X false false X 159514 156660 195585 191253 233198 936210 37021 27881 26814 24107 27422 143245 196535 184541 222399 215360 260620 1079455 1079455 1073 323 29 24 1681 3130 1073 323 29 24 1681 3130 912 912 197608 185776 222428 215384 262301 1083497 0.99630 0.99770 0.00000 0.00000 X 10 Facts and Circumstances Test Part II line 17a or 17b NET RECEIPT FOR A GIFT OF A DONATED VEHICLE true EMPLOYEE APPRECIATION GIFTS & TIPS 138 211690 EMPLOYEE SCHOLARSHIPS 9 14356 Additional Information for Schedule I WITH SUPPORT FROM THE CARLSBAD BY THE SEA HUMAN RESOURCES DIRECTOR, THE TREASURER AND PRESIDENT ARE JOINTLY RESPONSIBLE FOR ALLOCATING CASH GIFTS/TIPS AMONG EMPLOYEES PURSUANT TO A FORMULA. THE FORMULA IS GENERALLY BASED ON THE NUMBER OF HOURS WORKED DURING THE PAST TWELVE MONTHS. THUS FULL-TIME EMPLOYEES RECEIVE A PROPORTIONALLY LARGER SHARE THAN PART-TIME OR NEWLY HIRED EMPLOYEES. AFTER THE DISTRIBUTION FORMULA HAS BEEN APPLIED, HR PREPARES AN ELECTRONIC FILE LISTING OF AMOUNTS TO BE GIVEN TO EACH EMPLOYEE. THE CORPORATE PAYROLL DEPARTMENT PROCESSESS ALL PAYMENTS AND WITHHOLDS APPROPRIATE TAXES. SCHOLARSHIP GRANTS TO ELIGIBLE EMPLOYEES REIMBURSE THE INDIVIDUAL UP TO $3,000 PER YEAR FOR DOCUMENTED TUITION FEES AND OTHER QUALIFIED EDUCATIONAL EXPENSES. TO BE ELIGIBLE FOR SUCH A GRANT, EMPLOYEES MUST HAVE WORKED AT CARLSBAD BY THE SEA FOR AT LEAST SIX MONTHS, BE REGISTERED AT AN ACCREDITED COLLEGE, UNIVERSITY, PROFESSIONAL, VOCATIONAL, OR TECHNICAL SCHOOL, AND HAVE A CUMULATIVE GPA OF 2.0. A SCHOLARSHIP COMMITTEE IS DELEGATED RESPONSIBILITY FOR ESTABLISHING SCHOLARSHIP CRITERIA, REVIEWING GRANT APPLICATIONS, AND RECOMMENDING APPROVAL. THE BOARD OF DIRECTORS FORMALLY APPROVES EACH GRANT RECOMMENDATION. X 27422 GARAGE SALE RECEIPTS false false false Form 990 governing body review Part VI line 11 THE TREASURER GATHERS AND PREPARES INPUT FOR AN OUTSIDE CPA, AND REVIEWS THE DRAFT FORM 990 FOR ACCURACY AND COMPLETENESS. THE ORGANIZATIONS FINANCE COMMITTEE ALSO REVIEWS THE DRAFT PRIOR TO FILING. AFTER SUBMISSION, THE COMPLETED RETURN IS POSTED ON THE ORGANIZATIONS INTERNAL WEBSITE. Conflict of interest policy compliance Part VI line 12c THE SECRETARY COLLECTS STATEMENTS ANNUALLY FROM EACH OFFICER AND DIRECTOR, DESCRIBING ANY RELATIONSHIPS, POSITIONS, OR CIRCUMSTANCES THAT COULD CONTRIBUTE TO A POTENTIAL CONFLICT OF INTEREST. ANY SUCH REPORTED POTENTIAL CONFLICTS ARE DISCUSSED AND VOTED UPON BY THE BOARD. Governing documents etc available to public Part VI line 19 ALL GOVERNING DOCUMENTS, INCLUDING CONFLICT OF INTEREST POLICY, ARE COLLECTED IN A BINDER THAT IS AVAILABLE TO ALL RESIDENTS OF CARLSBAD BY THE SEA RETIREMENT COMMUNITY. BYLAWS AND FINANCIAL STATEMENTS ARE ALSO POSTED TO THE ORGANIZATIONS INTERNAL WEBSITE. ALL ARE AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST.