2023-02-15T15:18:30-06:00 2022-03-31 FORVIS LLP 110 N Elgin Ave Suite 400 Tulsa OK 741201490 990 2021-04-01 460502111 Covia Foundation % DENISA FEDDERSEN CONTROLLER COVI 9259567400 800 N Brand Blvd Fl 19 Glendale CA 91203 EDUARDO SALVADOR CFO 9259567400 2023-02-15 true kevin gerber 999009999 Jeanette Verrelli P00742631 9185842900 2021 2023-03-07 01:45:13Z X X John Woodward 800 NORTH BRAND BLVD 19TH FL GLENDALE CA 91203 7841079 false X WWW.FRONTPORCH.ORG X 2002 CA COVIA FOUNDATION RAISES FUNDS AND SUPPORTS THE NEEDS OF COVIA COMMUNITIES. X 15 15 0 35 0 0 4861176 7736042 0 0 566592 105037 0 -49931 5427768 7791148 4771784 5391170 0 0 645133 669612 0 0 0 251670 164021 5668587 6224803 -240819 1566345 15242490 0 4856993 0 10385497 0 X THE MISSION OF COVIA FOUNDATION IS TO SOLICIT CONTRIBUTIONS, INVEST AND MAINTAIN ASSETS AND MAKE DISTRIBUTIONS FOR THE CONTINUING FINANCIAL SUPPORT OF COMMUNITY OUTREACH, ASSISTANCE AND CAPITAL IMPROVEMENT NEEDS OF COVIA COMMUNITIES AND ITS RESIDENTS. false true 5391170 5391170 TO ESTABLISH AND MAINTAIN FUNDS TO BENEFIT AND PROVIDE CONTINUING FINANCIAL SUPPORT OF THE CAPITAL, COMMUNITY OUTREACH, FINANCIAL ASSISTANCE, AND OTHER CHARITABLE PURPOSES OF COVIA COMMUNITIES. 5391170 true true false false false false false false false true false false false false false false false true false false false false false false true false false true false true false false false false false false false false false false true false false true false false false true 0 0 0 false false false false false false false false false false false false X 15 15 false false false false true true true true false false false true true true true true true false false false CA X X DENISA FEDDERSEN CONTROLLER 9259567410 2185 N CALIFORNIA BLVD SUITE 215 Walnut Creek CA 94549 John Woodward CEO 1.0 39.0 X 0 1032702 10268 Diana Jamison TREASURER, CFO 1.0 39.0 X 0 745679 20929 Eduardo Salvador CFO 2.0 38.0 X 0 543764 49111 Mary McMullin SEC./CHIEF STRGY & ADV OFFICER 1.0 39.0 X 0 525606 48996 Ronald Schaefer COO - end: Feb 2022 1.0 39.0 X 0 490744 28922 Joseph Butler ASSISTANT SECRETARY 1.0 39.0 X 0 471771 11719 Christopher Ichien VP OF LIFE PLAN OPERATIONS 1.0 39.0 X 0 321974 43680 Christopher Dana VP Of INFORMATION TECHNOLOGY - 1.0 39.0 X 0 258563 73964 Katharine Miller Executive Director 40.0 0.0 X 0 209176 20109 PETER DUNCKEL DIRECTOR 1.0 4.0 X 0 0 0 NANCY DURANTEAU DIRECTOR 1.0 4.0 X 0 0 0 VINCE FORTE VICE CHAIR 1.0 4.0 X X 0 0 0 JOANNE HANDY DIRECTOR 1.0 4.0 X 0 0 0 MARY ELLEN HEISING DIRECTOR 1.0 4.0 X 0 0 0 LAURA JACOBS DIRECTOR 1.0 4.0 X 0 0 0 JIMMIE KENNEDY DIRECTOR 1.0 4.0 X 0 0 0 KEVIN KROEKER DIRECTOR 1.0 4.0 X 0 0 0 MARION MCGOVERN DIRECTOR 1.0 4.0 X 0 0 0 KAY MURPHY DIRECTOR 1.0 4.0 X 0 0 0 DEBORAH PROCTOR CHAIR 1.0 8.0 X X 0 0 0 SUANNE RAMAR DIRECTOR 1.0 4.0 X 0 0 0 LANNIE TONNU DIRECTOR 1.0 4.0 X 0 0 0 OLIVER WESSON JR DIRECTOR 1.0 4.0 X 0 0 0 SUSAN WHITTAKER DIRECTOR 1.0 4.0 X 0 0 0 0 4599979 307698 0 false true false 0 179725 3809411 3746906 7736042 0 105037 105037 0 0 0 0 0 0 0 179725 49931 -49931 -49931 0 0 0 0 0 0 0 7791148 55106 5391170 5391170 0 0 0 0 0 533644 533644 37159 37159 63402 63402 35407 35407 0 0 19950 19950 0 0 0 42810 42810 421 421 13952 13952 1837 1837 0 40647 40647 34154 34154 0 1782 1782 0 0 0 0 Taxes & Licenses 1293 1293 Bank Fees 2048 2048 Miscellaneous Expenses 5127 5127 6224803 5391170 833633 0 2233745 0 3038959 0 1166902 0 0 0 0 0 0 0 0 0 0 0 8706 0 0 0 8794178 0 0 0 0 0 0 0 0 0 15242490 0 0 0 0 0 117200 0 0 0 0 0 0 0 0 0 0 0 4739793 0 4856993 0 X 829956 0 9555541 0 10385497 0 15242490 0 X 1566345 -82465 -11869377 X false true X true false X X 1 COVIA COMMUNITIES 946130471 10 true 5391170 0 1 5391170 true false false false false false false false false false false false false false false true false RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 674370 102672 777042 664420 9950 674370 664420 11617 11617 664420 664420 23938 23938 664420 1.00000 false false SCHEDULE D, PART V, LINE 4 ENDOWMENT FUNDS ARE USED FOR ATRIUM AT SLV, BEAUTIFICATION FUND AT Webster House (WH) AND ASSISTANCE FOR RESIDENTS. $158,784 IS THE NUTTER FUND FOR THE SLV ATRIUM; $10,000 IS FOR ASSISTANCE FUNDS FOR THE BEAUTIFICATION FUND FOR WH; $811,209 for assistance at support services, CW, SPT, and FH. Schedule D, Part X, Line 2 ASC 740 FOOTNOTE: MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. CELTIC CUP 179725 179725 12687 15076 22168 0 179725 179725 12687 15076 22168 49931 -49931 true COVIA COMMUNITIES 800 N Brand Blvd 19th Floor Glendale CA 91203 946130471 501(C)(3) 5391170 GENERAL SUPPORT 1 SCHEDULE I, PART I, LINE 2 MONITORING THE USE OF GRANT FUNDS: COVIA FOUNDATION GRANTS FUNDS TO COVIA COMMUNITIES TO PAY FOR ASSISTANCE & OUTREACH SERVICES, CHAPEL SERVICES AND COMMUNITY SERVICES. false true false false false false false false false John Woodward CEO 0 669252 0 325813 0 37637 0 8700 0 1568 0 1042970 0 0 Eduardo Salvador CFO 0 379473 0 146102 0 18189 0 47047 0 2064 0 592875 0 0 Joseph Butler ASSISTANT SECRETARY 0 328726 0 111356 0 31689 0 8700 0 3019 0 483490 0 0 Christopher Dana VP Of INFORMATION TECHNOLOGY - 0 209388 0 15620 0 33555 0 22085 0 51879 0 332527 0 33555 Katharine Miller Executive Director 0 206703 0 2473 0 0 0 11830 0 8279 0 229285 0 0 Christopher Ichien VP OF LIFE PLAN OPERATIONS 0 282581 0 19416 0 19977 0 18015 0 25665 0 365654 0 19977 Ronald Schaefer COO - end: Feb 2022 0 356919 0 112835 0 20990 0 8585 0 20337 0 519666 0 0 Mary McMullin SEC./CHIEF STRGY & ADV OFFICER 0 427261 0 82437 0 15908 0 9467 0 39529 0 574602 0 0 Diana Jamison TREASURER, CFO 0 612013 0 113354 0 20312 0 11445 0 9484 0 766608 0 0 Schedule J, Part I, Line 4b payment from a supplemental nonqualified retirement plan: Covia Communities has a 457F plan for the following individuals. The participants of the plan are those employees who are administrators and officers of Covia Communities and its affiliates. Administrators are the executive directors of the communities. from time to time the board may designate additional officers and administrators. Amounts Included in W-2 Amounts in Deferred ------------------------- -------------------- Diana Jamison $10,692 NONE Christopher Dana $33,555 NONE Ronald Schaefer $12,462 NONE Christopher Ichien $19,977 NONE Mary McMullin $9,884 NONE John Woodward $30,122 NONE Joseph Butler $14,565 NONE Eduardo Salvador $16,947 $38,347 KATHARINE MILLER NONE NONE Schedule J, Part I ALL OF THE EMPLOYEES LISTED ON FORM 990 PART VII SECTION A -- OFFICERS, DIRECTORS, TRUSTEES, KEY EMPLOYEES AND HIGHEST COMPENSATED EMPLOYEES -- ARE EMPLOYED AND COMPENSATED BY COVIA COMMUNITIES. COVIA COMMUNITIES REPORTS 100% OF THE INDIVIDUAL'S COMPENSATION ON W-2'S ISSUED BY COVIA COMMUNITIES. HOWEVER, SOME OF THESE EMPLOYEES ARE ASSIGNED DUTIES FOR OTHER RELATED ORGANIZATIONS (SEE SCHEDULE R FOR ADDITIONAL INFORMATION REGARDING THESE RELATED ORGANIZATIONS). Schedule J, Part II, Column (C) 457(f): THE AMOUNT REPORTED IN COLUMN C INCLUDES THE AMOUNT ACCRUED UNDER THE 457(F) PLAN FOR EACH PARTICIPANT DURING THE CURRENT YEAR. THIS AMOUNT WILL AGAIN BE REPORTED IN COLUMN F IN THE SUBSEQUENT YEAR IN WHICH THE AMOUNT BECOMES VESTED AND IS ACTUALLY PAID TO THE PARTICIPANT. Schedule J, Part I, Line 3a METHODS TO ESTABLISH COMPENSATION OF TOP MANAGEMENT OFFICIALS: A RELATED ORGANIZATION USES A COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, AND COMPENSATION STUDIES TO SET COMPENSATION FOR THE CEO AND OTHER TOP MANAGEMENT OFFICIALS, OFFICERS AND KEY EMPLOYEES. FINAL COMPENSATION AMOUNTS ARE APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD. Cash 2022-03-31 5655009 BOOK VALUE 953862907 FRONT PORCH COMMUNITIES FOUNDATION 800 NORTH BRAND BOULEVARD 19TH FL GLENDALE CA 91203 501(C)(3) savings & temporary cash investments 2022-03-31 2562904 book value 953862907 FRONT PORCH COMMUNITIES FOUNDATION 800 NORTH BRAND BOULEVARD 19TH FL Glendale CA 91203 501(C)(3) Pledges & grants receivable 2022-03-31 1140251 BOOK VALUE 953862907 FRONT PORCH COMMUNITIES FOUNDATION 800 NORTH BRAND BOULEVARD 19TH FL Glendale CA 91203 501(C)(3) Accounts Receivable 2022-03-31 23123 book value 953862907 FRONT PORCH COMMUNITIES FOUNDATION 800 NORTH BRAND BOULEVARD 19TH FL Glendale CA 91203 501(C)(3) Prepaid Expenses 2022-03-31 3650 book value 953862907 FRONT PORCH COMMUNITIES FOUNDATION 800 NORTH BRAND BOULEVARD 19TH FL glendale CA 91203 501(C)(3) Investments - Publicly traded securities 2022-03-31 7479963 book value 953862907 FRONT PORCH COMMUNITIES FOUNDATION 800 NORTH BRAND BOULEVARD 19TH FL glendale CA 91203 501(C)(3) Due to Covia Communities 2022-03-31 162637 Book value 953862907 FRONT PORCH COMMUNITIES FOUNDATION 800 NORTH BRAND BOULEVARD 19TH FL Glendale CA 91203 501(C)(3) Liabilities for Trust 2022-03-31 2901769 Book value 953862907 FRONT PORCH COMMUNITIES FOUNDATION 800 NORTH BRAND BOULEVARD 19TH FL Glendale CA 91203 501(C)(3) Other Liability 2022-03-31 1747954 book value 953862907 FRONT PORCH COMMUNITIES FOUNDATION 800 NORTH BRAND BOULEVARD 19TH FL Glendale CA 91203 501(C)(3) true false false false true true true true false Form 990, Schedule N, Part I BETHANY CENTER FOUNDATION OF SAN FRANCISCO AND COVIA FOUNDATION ENTERED INTO AN AGREEMENT ON SEPTEMBER 13, 2021 TO MERGE INTO FRONT PORCH COMMUNITIES FOUNDATION EFFECTIVE AS OF APRIL 1, 2022. Form 990, Schedule N, Part 1, Line 2a OFFICER of the organization WHO BECAME OFFICER OF TRANSFEREE ORGANIZATION: Katharine Miller is COVIA Foundation OFFICER WHO BECAME AN OFFICER AT FRONT PORCH COMMUNITIES AND SERVICES DUE TO THE MERGER. FORM 990, PART VI, SECTION A, LINE 6 MEMBERS OF THE ORGANIZATION: COVIA COMMUNITIES IS THE SOLE CORPORATE MEMBER OF COVIA FOUNDATION. COVIA COMMUNITIES HAS THE RIGHT TO APPOINT ALL THE MEMBERS OF THE COVIA FOUNDATION AND THE RIGHT TO DETERMINE THE DISTRIBUTION OF ASSETS ON THE LIQUIDATION OF COVIA FOUNDATION. FORM 990, PART VI, SECTION A, LINE 7A MEMBER ELECTION ABILITIES: THE BOARD SHALL CONSIST OF A RANGE BETWEEN THREE (3) AND TWENTY-FIVE (25) MEMBERS, THE ACTUAL NUMBER TO BE FIXED FROM TIME TO TIME BY RESOLUTION OF THE BOARD OF THE CORPORATION. THE MEMBERS OF THE BOARD SHALL BE APPOINTED BY THE MEMBER. FORM 990, PART VI, SECTION A, LINE 7B GOVERNANCE DECISIONS: SEE RESPONSE TO FORM 990, PART VI, QUESTION 6. FORM 990, PART VI, SECTION A, LINE 8B DOCUMENTATION OF MEETINGS: COVIA FOUNDATION DOES NOT HAVE COMMITTEES TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B PROCESS TO REVIEW THE FORM 990: THE CFO CONDUCTED A COMPLETE AND THOROUGH REVIEW OF THE FORM 990. AN ELECTRONIC COPY OF THE FORM 990 WAS SENT VIA EMAIL DIRECTLY TO EACH BOARD MEMBER FOR THEIR REVIEW AND COMMENTS PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C PROCESS FOR MONITORING COMPLIANCE WITH CONFLICT OF INTEREST POLICY: THE CONFLICT OF INTEREST POLICY IS REVIEWED ON A TRANSACTION BASIS. THE POLICY APPLIES TO ALL INTERESTED PERSONS INCLUDING ANY DIRECTOR, PRINCIPAL OFFICER, OR MEMBER OF A COMMITTEE WITH BOARD-DELEGATED POWERS WHO HAS A DIRECT OR INDIRECT FINANCIAL INTEREST IN THE ORGANIZATION. ANY OFFICER OR BOARD MEMBER HAVING A POSSIBLE CONFLICT OF INTEREST IN ANY MATTER MUST DISCLOSE THE EXISTENCE AND NATURE OF THE CONFLICT. AFTER DISCLOSURE OF A POTENTIAL CONFLICT OF INTEREST TO THE BOARD, THE INTERESTED OFFICER OR BOARD MEMBER WOULD LEAVE THE BOARD MEETING WHILE THE CONFLICT OF INTEREST IS DISCUSSED AND/OR VOTED UPON. THE REMAINING BOARD MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. FORM 990, PART VI, SECTION C, LINE 19 AVAILABILITY OF DOCUMENTS: THE AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE, WWW.FRONTPORCH.ORG. THE GOVERNING/ORGANIZING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. Form 990, Part VI, Section B, Line 15 DETERMINING COMPENSATION: SENIOR MANAGEMENT EMPLOYEES LISTED IN PART VII ARE EMPLOYEES OF COVIA COMMUNITIES, A RELATED ORGANIZATION. THEY ARE PAID AND ISSUED W-2S BY COVIA COMMUNITIES. COVIA COMMUNITIES USES AN INDEPENDENT CONSULTANT WHO ANALYZES AND REPORTS ON REASONABILITY OF COMPENSATION EVERY TWO YEARS. THE CONSULTANT IS INDEPENDENT OF MANAGEMENT AND REPORTS DIRECTLY TO THE CHAIRMAIN OF THE BOARD. THE CONSULTANT REVIEWS AND PROVIDES A REPORT ON ANY ISSUES WITH THE COMPENSATION THE CEO AND/OR THE CFO RECEIVE INCLUDING ANY ISSUES AROUND EXCESS COMPENSATION. ADDITIONALLY, ALL KEY EXECUTIVES COMPENSATION ARE REVIEWED BY THE CONSULTANT. THIS REVIEW INCLUDES TOTAL CASH COMPENSATION AND BENEFITS INCLUDING RETIREMENT PLANS. EVERY YEAR, THE VICE PRESIDENT OF HUMAN RESOURCES REVIEWS THE COMPENSATION FOR ALL MANAGEMENT AGAINST MARKET ANALYSIS GUIDELINES AND RECOMMENDS CHANGES. THE REVIEW ALSO INCLUDED A TEST OF BENEFITS AGAINST SIMILAR COMPANIES. Form 990, Part XI, Line 9 OTHER CHANGES IN NET ASSETS: BETHANY CENTER FOUNDATION OF SAN FRANCISCO AND COVIA FOUNDATION ENTERED INTO AN AGREEMENT ON SEPTEMBER 13, 2021 TO MERGE INTO FRONT PORCH COMMUNITIES FOUNDATION EFFECTIVE AS OF APRIL 1, 2022. THE ($12,052,540) IN OTHER CHANGES REPRESENTS THE AMOUNT OF NET ASSETS TRANSFERRED TO FRONT PORCH COMMUNITIES FOUNDATION. The remaining $183,163 in other changes represents changes in beneficial interest in split-interest trusts. Form 990, Part III, Line 3 CEASING OPERATIONS: BETHANY CENTER FOUNDATION OF SAN FRANCISCO AND COVIA FOUNDATION ENTERED INTO AN AGREEMENT ON SEPTEMBER 14, 2021 TO MERGE INTO FRONT PORCH COMMUNITIES FOUNDATION EFFECTIVE AS OF APRIL 1, 2022. COVIA COMMUNITIES 800 N Brand Blvd 19th Floor GLENDALE CA 91203 946130471 HOUSING CA 501(C)(3) line 10 FPC&S false COVIA GROUP 800 N Brand Blvd 19th Floor GLENDALE CA 91203 941591805 parent org CA 501(c)(3) line 12c FPC&S false Presidio Gate Apartments 2185 N CALIFORNIA BLVD STE 215 Walnut Creek CA 94596 680012837 HOUSING CA 501(c)(3) LINE 7 CAC false OAK CENTER TOWERS 2185 N CALIFORNIA BLVD STE 215 WALNUT CREEK CA 94596 942148270 HOUSING CA 501(c)(3) LINE 10 CAC false JENNINGS SENIOR HOUSING INC 2185 N CALIFORNIA BLVD STE 215 WALNUT CREEK CA 94596 113754507 HOUSING CA 501(c)(3) LINE 10 CAC false COVIA AFFORDABLE COMMUNITIES 2185 N CALIFORNIA BLVD STE 215 WALNUT CREEK CA 94596 943382412 HOUSING CA 501(c)(3) LINE 12B II FPC&S false COMMUNITY HOUSING INC 2185 N CALIFORNIA BLVD STE 215 WALNUT CREEK CA 94596 942264235 HOUSING CA 501(c)(3) line 10 cac false LYTTON IV HOUSING CORPORATION 2185 N CALIFORNIA BLVD STE 215 WALNUT CREEK CA 94596 770324027 HOUSING CA 501(c)(3) lINE 10 CAC false LYTTON GARDENS INC 2185 N CALIFORNIA BLVD STE 215 WALNUT CREEK CA 94596 942670036 DORMANT CA 501(c)(3) LINE 3 COVIA GROUP false SHIRES MEMORIAL CENTER 180 N 4TH STREET SAN JOSE CA 95112 941558214 HOUSING CA 501(c)(3) LINE 10 CAC false BETHANY CENTER SENIOR HOUSING INC 2185 N CALIFORNIA BLVD STE 215 WALNUT CREEK CA 94596 952593423 HOUSING CA 501(c)(3) LINE 10 CAC false BETHANY CENTER FOUNDATION OF SAN FRANCIS 2185 N CALIFORNIA BLVD STE 215 WALNUT CREEK CA 94596 203282466 SUPPORT ORG CA 501(c)(3) LINE 12A I BETHANY CTR false Front Porch Communities and Services 800 N Brand Blvd 19th Floor Glendale CA 91203 954538269 Retire. Hous. CA 501(C)(3) 10 NA false Front Porch Communities Operating Group 800 N Brand Blvd 19th Floor Glendale CA 91203 455071290 Retire. Comm. CA 501(C)(3) 10 FPC&S false CARING HOUSING MINISTRIES 3204 Rosemead Blvd El Monte CA 91731 954540601 Aff. Housing CA 501(C)(3) 10 FPC&s false Sunny View Lutheran Home 22445 CUPERTINO ROAD Cupertino CA 95014 941542379 HUD SENIOR LI CA 501(C)(3) 10 FPC&S false Front Porch Communities Foundation 800 N BRAND BLVD FL 19 Glendale CA 91203 953862907 SUPPORT ORG CA 501(C)(3) 7 FPC&S false OAK CENTERS LP 2185 N CALIFORNIA BLVD STE 215 WALNUT CREEK CA 94596 522456294 HOUSING CA NA false false CHARITABLE REMAINDER TRUSTS (13) charitable trusts CA COVIA FDN CHARITABLE ANNUITY TRUSTS (2) charitable trusts CA COVIA FDN false true true false false false false false false false false true false true true true true true false