LESLEY FOUNDATION: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- LESLEY FOUNDATION (EIN 94-6103170)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-06-26
- IRS object ID
- 202441789349301714
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-06-26T12:56:16-07:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 262769279 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DORAN & ASSOCIATES | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 70 MITCHELL BLVD Ste 102 | AddressLine1Txt |
| City | San Rafael | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94903 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 946103170 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LESLEY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LESL | BusinessNameControlTxt |
| Phone | 6507264888 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 701 ARNOLD WAY 100 | AddressLine1Txt |
| City | HALF MOON BAY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94019 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CATHERINE EVANS | PersonNm |
| Person Title | Executive Director | PersonTitleTxt |
| Signature | 2024-06-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CATHERINE | PersonFirstNm |
| Person Last | EVANS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Lisa Doran CPA | PreparerPersonNm |
| PTIN | P00791709 | PTIN |
| Phone | 4154911130 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CATHERINE EVANS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 701 ARNOLD WAY 100 | AddressLine1Txt |
| City | HALF MOON BAY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94019 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $27,832,563 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.LESLEYFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1944 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | THE CORPORATION WAS FORMED (A) TO PROVIDE HOUSING AND RELATED FACILITIES AND SERVICES FOR SENIOR FAMILIES AND PERSONS ON A NON-PROFIT BASIS; (B) TO PLAN, CONSTRUCT, OPERATE, MAINTAIN, REHABILITATE, ALTER, CONVERT, AND IMPROVE HOUSING FOR SENIORS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 55 | TotalEmployeeCnt |
| Total Volunteers | 7 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $6,219,340 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,066,098 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $3,180,070 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,838,572 | CYProgramServiceRevenueAmt |
| PY Investment Income | $322,228 | PYInvestmentIncomeAmt |
| CY Investment Income | $13,682,883 | CYInvestmentIncomeAmt |
| PY Other Revenue | $43,010 | PYOtherRevenueAmt |
| CY Other Revenue | $57,010 | CYOtherRevenueAmt |
| PY Total Revenue | $9,764,648 | PYTotalRevenueAmt |
| CY Total Revenue | $22,644,563 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,834,119 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,680,392 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $6,206,786 | PYOtherExpensesAmt |
| CY Other Expenses | $6,074,437 | CYOtherExpensesAmt |
| PY Total Expenses | $9,040,905 | PYTotalExpensesAmt |
| CY Total Expenses | $8,754,829 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $723,743 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $13,889,734 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $70,427,297 | TotalAssetsBOYAmt |
| Total Assets EOY | $83,206,437 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $55,690,165 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $54,180,311 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $14,737,132 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $29,026,126 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE CORPORATION WAS FORMED (A) TO PROVIDE HOUSING AND RELATED FACILITIES AND SERVICES FOR SENIOR FAMILIES AND PERSONS ON A NON-PROFIT BASIS;CONTINUED ON SCHEDULE O | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $4,404,573 | ExpenseAmt |
| Revenue | $970,589 | RevenueAmt |
| Desc | LESLEY TOWERS, LLC - 198-UNIT PROJECT PROVIDING LOW-INCOME HOUSING FOR SENIORS | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,735,042 | ExpenseAmt |
| Revenue | $1,113,118 | RevenueAmt |
| Desc | BONNIE BRAE TERRACE - 164-UNIT PROJECT PROVIDING LOW-INCOME HOUSINGAND FOOD SERVICES FOR SENIORS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $558,427 | ExpenseAmt |
| Revenue | $649,943 | RevenueAmt |
| Desc | PILGRIM PLAZA - 56-UNIT PROJECT PROVIDING LOW-INCOME HOUSING FOR SENIORS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $102,600 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $161,932 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $6,800,642 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 33 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 55 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CATHERINE EVANS | PersonNm |
| Phone | 6507264888 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 701 ARNOLD WAY STE 100 | AddressLine1Txt |
| City | HALF MOON BAY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94019 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|
| CATHERINE EVANS | |||||||
| Executive Dir. | 41.00 | 4.00 | Yes (X) | $196,018 | $0 | $27,832 | |
| NANCY AMAYA | |||||||
| DEPUTY E.D. | 35.00 | 10.00 | Yes (X) | $146,811 | $0 | $21,732 | |
| MARY CHEUNG | |||||||
| DIR OF MGMT & OPS | 45.00 | 0.00 | $113,778 | $0 | $28,097 | ||
| SUE WINKS | |||||||
| President | 0.77 | 0.08 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| TONY VILLANUEVA | |||||||
| Vice President | 1.99 | 0.08 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| BERNADETTE MELLOTT | |||||||
| MEMBER | 0.11 | 0.03 | $0 | $0 | $0 | Yes (X) | |
| LINDA AVELAR | |||||||
| Secretary | 0.31 | 0.07 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| NAOMI PATRIDGE | |||||||
| MEMBER | 0.63 | 0.07 | $0 | $0 | $0 | Yes (X) | |
| MICHAEL KIM | |||||||
| MEMBER | 0.36 | 0.09 | $0 | $0 | $0 | Yes (X) | |
| SANDY COUNCIL | |||||||
| Treasurer | 0.34 | 0.08 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $456,607 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $77,661 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SYSCO | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5019 | AddressLine1Txt |
| City | FREMONT | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94537 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | FOOD SERVICES | ServicesDesc |
| Compensation | $174,081 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $6,064,898 | GovernmentGrantsAmt |
| All Other Contributions | $1,200 | AllOtherContributionsAmt |
| Total Contributions | $6,066,098 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MANAGEMENT FEES | 531310 | $105,672 | $105,672 |
| RENTAL INCOME | 531110 | $2,305,019 | $2,305,019 |
| TENANT SERVICES | 531110 | $427,881 | $427,881 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,838,572 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $920,883 | TotalRevenueColumnAmt |
| Exclusion | $920,883 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $17,950,000 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $5,188,000 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $12,762,000 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,762,000 | TotalRevenueColumnAmt |
| Exclusion | $12,762,000 | ExclusionAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 531390 | BusinessCd |
| Total Revenue Column | $57,010 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $57,010 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $57,010 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $22,644,563 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,895,582 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $13,682,883 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $342,829 | TotalAmt |
| Management And General | $342,829 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,784,790 | TotalAmt |
| Program Services | $915,782 | ProgramServicesAmt |
| Management And General | $869,008 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $105,264 | TotalAmt |
| Program Services | $39,758 | ProgramServicesAmt |
| Management And General | $65,506 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $287,698 | TotalAmt |
| Program Services | $151,323 | ProgramServicesAmt |
| Management And General | $136,375 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $159,811 | TotalAmt |
| Program Services | $70,131 | ProgramServicesAmt |
| Management And General | $89,680 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,985 | TotalAmt |
| Management And General | $68,985 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,485 | TotalAmt |
| Management And General | $46,485 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,893 | TotalAmt |
| Management And General | $25,893 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $243,501 | TotalAmt |
| Management And General | $243,501 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,011,390 | TotalAmt |
| Program Services | $1,011,390 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,350,433 | TotalAmt |
| Program Services | $1,350,433 | ProgramServicesAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,288,403 | TotalAmt |
| Program Services | $1,282,792 | ProgramServicesAmt |
| Management And General | $5,611 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| TAXES AND INSURANCE | $722,787 | $683,958 | $38,829 |
| OPERATING AND MAINTENANCE | $657,402 | $657,402 | |
| MEAL PROGRAM | $265,479 | $265,479 | |
| MAINTENANCE SUPPLIES | $201,511 | $201,511 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $192,168 | TotalAmt |
| Program Services | $170,683 | ProgramServicesAmt |
| Management And General | $21,485 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,754,829 | TotalAmt |
| Program Services | $6,800,642 | ProgramServicesAmt |
| Management And General | $1,954,187 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,000 | BOYAmt |
| EOY | $1,250 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,167,295 | BOYAmt |
| EOY | $31,042,210 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,637 | BOYAmt |
| EOY | $24,494 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $911,915 | BOYAmt |
| EOY | $842,494 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $432,492 | BOYAmt |
| EOY | $334,016 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $51,805,745 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $9,653,086 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,335,647 | BOYAmt |
| EOY | $42,152,659 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,983,313 | BOYAmt |
| EOY | $3,832,062 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $129,111 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,573,998 | BOYAmt |
| EOY | $4,848,141 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,427,297 | BOYAmt |
| EOY | $83,206,437 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $619,475 | BOYAmt |
| EOY | $287,941 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,874,803 | BOYAmt |
| EOY | $53,774,217 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $195,887 | BOYAmt |
| EOY | $118,153 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,690,165 | BOYAmt |
| EOY | $54,180,311 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,737,132 | BOYAmt |
| EOY | $29,026,126 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,737,132 | BOYAmt |
| EOY | $29,026,126 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,427,297 | BOYAmt |
| EOY | $83,206,437 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $13,889,734 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $399,260 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,541,497 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,928,991 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,120,884 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,219,340 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,066,098 | CurrentTaxYearAmt |
| Total | $28,876,810 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,509,260 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,234,224 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,082,476 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,223,080 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,895,582 | CurrentTaxYearAmt |
| Total | $15,944,622 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,050,757 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,163,215 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,203,360 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,442,420 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,961,680 | CurrentTaxYearAmt |
| Total | $44,821,432 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $44,821,432 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $179,721 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $151,249 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $268,247 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $322,228 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $920,883 | CurrentTaxYearAmt |
| Total | $1,842,328 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $179,721 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $151,249 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $268,247 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $322,228 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $920,883 | CurrentTaxYearAmt |
| Total | $1,842,328 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,230,478 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,314,464 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,471,607 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,764,648 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,882,563 | CurrentTaxYearAmt |
| Total | $46,663,760 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.96050 | PublicSupportCY509Pct |
| Public Support PY509 | 0.97670 | PublicSupportPY509Pct |
| Investment Income CY | 0.03950 | InvestmentIncomeCYPct |
| Investment Income PY | 0.02330 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $253,049 | OtherCostOrOtherBasisAmt |
| Book Value | $253,049 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $51,378,660 | OtherCostOrOtherBasisAmt |
| Depreciation | $9,496,398 | DepreciationAmt |
| Book Value | $41,882,262 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $174,036 | OtherCostOrOtherBasisAmt |
| Depreciation | $156,688 | DepreciationAmt |
| Book Value | $17,348 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $42,152,659 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (6 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| CONSTUCTION IN PROGRESS | $24,427 |
| INVESTMENT IN COASTSIDE SENIOR HSG., LP | -$62 |
| LAND AND BUILDING HELD FOR SALE | |
| RESERVES | $1,713,123 |
| SETTLEMENT PROCEEDS RECEIVABLE | $2,992,500 |
| TENANT SECURITY DEPOSITS | $118,153 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $4,848,141 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TENANT SECURITY DEPOSITS | Desc |
| Amt | $118,153 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $118,153 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $23,017,930 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $399,260 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $399,260 | RevenueNotReportedAmt |
| Revenue Subtotal | $22,618,670 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $25,893 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $25,893 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $22,644,563 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $8,728,936 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $8,728,936 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $25,893 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $25,893 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $8,754,829 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part X : FIN48 Footnote | FormAndLineReferenceDesc |
| Explanation | Accounting Principles, ASC 740-10, Accounting for Uncertainty in Income Taxes - The preparation of financial statements in conformity with accounting principles generally accepted in the United States of America requires the Foundation to report information regarding its exposure to various tax positions taken by the Foundation. The Foundation has determined whether any tax positions have met the recognition threshold and has measured the Foundation's exposure to those tax positions. Management believes that the Foundation has adequately addressed all relevant tax positions and that there are no unrecorded tax liabilities. Federal and state tax authorities generally have the right to examine and audit the previous three years of tax returns filed (four years for California). Any interest or penalties assessed to the Foundation are recorded in operating expenses. No interest or penalties from federal or state tax authorities were recorded in the accompanying financial statements. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt |
|---|---|---|---|---|
| CATHERINE EVANS | ||||
| Executive Dir. | $196,018 | $11,491 | $16,341 | $223,850 |
| NANCY AMAYA | ||||
| DEPUTY E.D. | $146,811 | $8,855 | $12,877 | $168,543 |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| GALYN EVANS | |||
| RELATIVE OF ED | $52,539 | SALARIED EMPLOYEE | false |
| JUAN GONZALEZ | |||
| DEPUTY ED FAM. | $84,671 | SALARIED EMPLOYEE | false |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule L, Part V Supplemental Information | FormAndLineReferenceDesc |
| Explanation | Within The Lesley Foundations key management personnel there exists two pairs of related parties. Through April 28, 2023, a familial relationship existed between the Executive Director and the Director of Compliance. Neither individual reported to the other. The Executive Director reports to the Board of Directors. The Director of Compliance reported to the Director of Resident Services. In addition, the Director of Compliance retired, effective April 28, 2023. There exists a familial relationship between the Deputy Executive Director and the Human Resources Manager. Neither party reports to the other. The Deputy Executive Director reports to the Executive Director. The Human Resources Manager reported to the Director of Compliance until April 28, 2023, and thereafter reports to the Executive Director. These related party hirings were made with the approval of the Board of Directors. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 4d | OTHER PROGRAM SERVICES 4: LESLEY TOWERS, LLC - 198-UNIT PROJECT PROVIDING LOW-INCOME HOUSING FOR SENIORS |
| Form 990, Part VI, Section B, Line 11b | A DRAFT OF THE FORM IS DISTRIBUTED TO THE BOARD OF DIRECTORS FOR APPROVAL PRIOR TO SUBMISSION. |
| Form 990, Part VI, Section B, Line 12c | ORGANIZATION RECEIVES SIGNED DOCUMENT FROM MEMBERS THAT CERTIFIES NO CONFLICTS OF INTEREST OCCURRED. |
| Form 990, Part VI, Section B, Line 15a | The Organization has a policy that requires the analysis of compensation of the Executive Director on at least an annual basis. The salary shall be compared to equivalent organizations based on mission, budget size, job description and demands, or other factors specified by the Board of Directors. Based on the analysis, the Board shall conclude on whether the Executive Director's compensation is appropriate. Such analysis shall be documented and filed in the Corporation's records. |
| Form 990, Part VI, Section C, Line 19 | THE FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, AND POLICIES ARE ALL AVAILABLE UPON REQUEST. |
| FORM 990, PART 1, LINE 5 & PART IX, LINES 5, 7, 9, 10 | MAIN AND ARNOLD SENIOR HOUSING, INC. AND THE OCEAN VIEW FOUNDATION, RELATED PARTIES, UTILIZE THE STAFF OF THE LESLEY FOUNDATION. ON AN ONGOING BASIS, MAIN AND ARNOLD SENIOR HOUSING, INC. AND THE OCEAN VIEW FOUNDATION REIMBURSE THE LESLEY FOUNDATION FOR PAYROLL AND BENEFIT COSTS. ALL REQUIRED PAYROLL TAX REMITTANCE AND REPORTING IS PERFORMED BY THE LESLEY FOUNDATION.THE LESLEY FOUNDATION IS THE SINGLE MEMBER OF LESLEY TOWERS, LLC, A DISREGARDED ENTITY. AS A RESULT, THE BALANCES AND ACTIVITIES OF LESLEY TOWERS, LLC, ARE INCLUDED IN THESE INFORMATION RETURNS AS A DIVISION OF THE LESLEY FOUNDATION. |
| PART III, STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS | CONTINUED FROM PART III, LINE 1 (B) TO PLAN, CONSTRUCT, OPERATE, MAINTAIN, REHABILITATE, ALTER, CONVERT, AND IMPROVE HOUSING FOR SENIORS AND RELATED FACILITIES AND SERVICES FOR SENIOR FAMILIES AND PERSONS; (C) TO ACQUIRE BY GIFT OR PURCHASE, HOLD, SELL, CONVEY, ASSIGN, MORTGAGE OR LEASE ANY PROPERTY, REAL OR PERSONAL, NECESSARY OR INCIDENT TO THE PROVISIONS OF HOUSING AND RELATED FACILITIES AND SERVICES FOR SENIOR FAMILIES AND PERSONS;(D) TO BORROW MONEY AND ISSUE EVIDENCES OF INDEBTEDNESS IN FURTHERANCE OF ANY OR ALL OF THE OBJECTS OF ITS BUSINESS, AND TO SECURE LOANS BY MORTGAGE, DEED OF TRUST, PLEDGE OR OTHER LIEN; (E) TO APPLY FOR, OBTAIN AND CONTRACT WITH ANY FEDERAL AGENCY FOR A DIRECT LOAN OR LOANS OR OTHER FINANCIAL AID IN THE FORM OF MORTGAGE INSURANCE OR OTHERWISE FOR THE PROVISION OF HOUSING AND RELATED FACILITIES AND SERVICES FOR THE ELDERLY; AND (F) TO ENGAGE IN ANY KIND OF ACTIVITIES, AND TO ENTER INTO, PERFORM AND CARRY OUT CONTRACTS OF ANY KIND, NECESSARY OR IN CONNECTION WITH, OR INCIDENTAL TO THE ACCOMPLISHMENT OF ANY ONE OR MORE OF THE CHARITABLE PURPOSES OF THE CORPORATION. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| MAIN AND ARNOLD SENIOR HOUSING INC | ||||||||||
| 701 ARNOLD WAY | HALF MOON BAY | CA | 94019 | 943357145 | HOUSING FOR SENIORS OR DISABLED PERSONS | CA | 501(C)(3) | 7 | THE LESLEY FOUNDATION | Yes (true) |
| THE OCEAN VIEW FOUNDATION | ||||||||||
| 701 ARNOLD WAY | HALF MOON BAY | CA | 94019 | 941665936 | HOUSING FOR SENIORS OR DISABLED PERSONS | CA | 501(C)(3) | 7 | THE LESLEY FOUNDATION | Yes (true) |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COASTSIDE SENIOR HOUSING LP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1999 BROADWAY STE 1000 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | HOUSING FOR SENIORS | PrimaryActivitiesTxt |
| Legal Domicile State | CO | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MERCY HSG CALWEST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Share Of EOY Assets | -$62 | ShareOfEOYAssetsAmt |
| Disproportionate Allocations | false | DisproportionateAllocationsInd |
| General Or Managing Partner | Yes (true) | GeneralOrManagingPartnerInd |
| Ownership | 0.00005 | OwnershipPct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (true) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (7 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| MAIN AND ARNOLD SENIOR HOUSING INC | ||
| d | $65,000 | LOANS |
| MAIN AND ARNOLD SENIOR HOUSING INC | ||
| l | $60,672 | BUDGET |
| MAIN AND ARNOLD SENIOR HOUSING INC | ||
| o | $239,770 | ACTUAL |
| THE OCEAN VIEW FOUNDATION | ||
| d | $777,494 | LOANS |
| THE OCEAN VIEW FOUNDATION | ||
| l | $45,000 | BUDGET |
| THE OCEAN VIEW FOUNDATION | ||
| o | $196,011 | ACTUAL |
| COASTSIDE SENIOR HOUSING LP | ||
| b | -$62 | ACTUAL |