2023-02-15T08:26:29-08:00 2022-03-31 910189318 MOSS ADAMS LLP 10960 WILSHIRE BLVD SUITE 1100 LOS ANGELES CA 90024 990 2021-04-01 953655255 Casa Colina Centers for Rehabilitation Foundation CASA 9095967733 PO Box 6001 Pomona CA 91769 Kelly Linden President & CEO 2023-02-15 true Kelly Linden 999009999 LAUREN A HAVERLOCK P00545829 3104770450 2 AAL1 IAL1 FAL1 2021 2023-03-07 01:45:13Z Kelly Linden 30690716 false X www.casacolina.org X 1984 CA Casa Colina Centers for Rehabiltation Foundation's mission is to optimize medical recovery and rehabilitation outcomes for all patients in a safe environment that respects their dignity, diversity, and individuality. 20 18 20 21 0 2386381 2171944 956759 933411 2486927 2628954 -69586 -101579 5760481 5632730 3778760 4746475 0 0 0 679214 6345871 6831364 10124631 11577839 -4364150 -5945109 139915284 149956589 92064286 105349121 47850998 44607468 X Casa Colina Centers for Rehabiltation Foundation's mission is to optimize medical recovery and rehabilitation outcomes for all patients in a safe environment that respects their dignity, diversity, and individuality. false false 4746475 4746475 Restricted and unrestricted funds transferred to affiliated tax-exempt corporations for the provision of charity care services and community benefits to individuals who otherwise had no other source of income to pay for needed rehabilitation, or support services provided subsequent to compliance with donor restrictions. Also, to fund programs involved in areas such as autism, preventative medicine, wound care, health and wellness and programs which assist individuals who have suffered brain and other traumatic injuries in developing self-esteem through recreational activities. Grants also included funds transferred to affiliated tax-exempt corporations for COVID-19 direct costs. 1547540 933411 Rental of office space to affiliated tax exempt corporations: Casa Colina Hospital and Centers for Healthcare and Casa Colina, Inc. 797027 Exploration, analysis and research of hospital-based outpatient physical (including specialty clinics: pain management, multiple sclerosic and vestibular), occupational and speech therapy programs served within the community. Expenses include salaries, benefits, consulting, professional fees, advertising, marketing and supplies. Revenues from gaming revenue from raffles and related events are used to offset the amount of other donations required to fund these expenses. 642994 7734036 true true false true false false false false false true true false false false true true false true false false false false false false true true false true false true false false false false false false false false false false false false false true false false false true 36 0 true 20 true false false false false false true true false 0 false false false false false false false X 20 18 false false false false true true false true true false false true true true true true true true false false CA X Kelly Linden 9095967733 PO Box 6001 Pomona CA 917696001 Felice Loverso PhD President & CEO 8.00 42.00 X X 0 1106476 24281 David Morony CFO 8.00 42.00 X 0 517476 40539 Debbie Walsh COO 8.00 42.00 X 0 346315 0 Bonnie Scudder Chf. P & D Officer 34.00 1.00 0 320269 25521 Erika Armstrong Executive Assitant 27.00 13.00 0 137022 42585 Mary Koenig Dir. Fund Develop. 50.00 0.00 0 129611 23627 Veronica Hazen Director 8.00 42.00 0 104996 31410 Stephanie Bradhurst Dir Communications 28.00 0.00 0 121004 9972 Lew Disney MD thru 1221 Director 0.50 2.50 X 0 54167 0 Azhar Majeed MDChf Med Staff Director 0.50 6.00 X 0 25000 0 Bruce Pasqua Director 0.50 2.50 X 0 0 0 Cathy Watrous Director 0.50 2.50 X 0 0 0 Daniel Wilson MD PhD Director 0.50 2.50 X 0 0 0 Devorah Lieberman PhD Director 0.50 2.50 X 0 0 0 Gary E Cripe Vice Chairman Director 0.50 2.50 X 0 0 0 Gerard Gallipeau Jr Director 0.50 2.50 X 0 0 0 Jose L Rodriguez MD Director 0.50 2.50 X 0 0 0 Kiana Webb Director 0.50 2.50 X 0 0 0 Linda Liau MD PhD Director 0.50 2.50 X 0 0 0 Philip Feghali Director 0.50 2.50 X 0 0 0 Randy Blackman Chairman 0.50 2.50 X X 0 0 0 Stephen W Graeber Treasurer 0.50 2.50 X X 0 0 0 Steve Norin former Chairman Director 0.50 2.50 X 0 0 0 Steven Bast MD Director 0.50 2.50 X 0 0 0 Terrance Johnson Director 0.50 2.50 X 0 0 0 Thomas Reh Secretary 0.50 2.50 X X 0 0 0 Veronica Diaz Cutler Esq Director 0.50 2.50 X 0 0 0 Nancy Nightingale Director 0.50 2.50 X 0 0 0 Kelly Lindenstarted 223 President & CEO 0.00 0.00 X X 0 0 0 2862336 197935 0 false true false Morgan Stanley 456 W Foothill Blvd Claremont CA 91711 Investment Advisor 535317 Aguirre Brothers Construction Inc 8255 Orchard Street Rancho Cucamonga CA 91701 Construction 108857 Garey Orthopedic Medical Group 255 E Bonita Ave Pomona CA 91767 Physician Services 309053 Law Offices of Steven Goldsobel 1901 Avenue of the Stars Suite 175 Los Angeles CA 90067 Legal services 139373 4 526810 1645134 2171944 Rent - Tax Exempt Affil 621400 933411 933411 933411 2432092 2432092 0 0 6561 8233 -1672 -1672 -1672 25091108 24894246 196862 196862 196862 26400 526810 150255 -123855 -123855 29200 5252 23948 23948 0 0 5632730 933411 2527375 4746475 4746475 0 0 0 0 0 0 0 0 0 0 159440 159440 0 0 0 545984 545984 678214 222669 384864 70681 128921 128921 98169 35887 18911 43371 0 0 858036 858036 52918 20487 32300 131 0 219 219 251354 251354 0 695069 675674 19395 8811 6035 2776 Salary & Benefits Transfer 1933984 666654 899335 367995 Corporate General & Admin 807754 117777 564210 125767 Miscellaneous 298919 1735 250158 47026 Food/Other Food Service 297251 575 286940 9736 16321 1538 276 14507 11577839 7734036 3164589 679214 0 6065831 15429191 0 111418 82239 0 0 0 0 617640 774014 20192629 10355155 10104924 9837474 116261161 116399558 462867 462867 0 0 6291443 6971246 139915284 149956589 80349768 93856052 11066119 10729281 6506 6272 641893 757516 92064286 105349121 X 42093274 38849744 5757724 5757724 47850998 44607468 139915284 149956589 X -5945109 2418327 283252 X false true X true false X 2590160 2746769 4385738 2386381 2171944 14280992 0 0 2590160 2746769 4385738 2386381 2171944 14280992 2262780 12018212 1993189 2534116 3269496 2122689 2432092 12351582 0 0 26632574 1382636 0.45130 0.46750 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false X 13813 13813 980789 125835148 980789 125848961 172118 1000000 43030 250000 false 1000000 1000000 1000000 1000000 4000000 6000000 13105 9481 11440 13813 47839 250000 250000 250000 250000 1000000 1500000 5757724 141511 141511 5757724 5757724 151391 151391 5757724 5757724 251535 251535 5757724 5757724 300488 300488 5757724 5757724 474353 474353 5757724 1.00000 false false false 1227494 1227494 15094577 7940233 7154344 2029317 883551 1145766 1767681 1531371 236310 73560 73560 9837474 Trust - Due to Beneficiaries 757516 757516 X Part V, Line 4: Intended uses of the endowment fund. Interest earned on permanently restricted assets is utilized by the Organization as permitted by endowment agreements. Some interest is designated for a specific purpose and is released when such purpose restrictions are met. Part X : FIN48 Footnote In accordance with accounting standard codification (ASC) 740-10, Income taxes, the Company recognizes the tax benefit from uncertain tax positions only if it is more likely than not that the tax positions will be sustained on examination by the tax authorities, based on the technical merits of the position. The tax benefit is measured based on the largest benefit that has a greater than 50% likelihood of being realized upon ultimate settlement. The Organization did not have any uncertain tax positions as of the end of the fiscal year. false ODA Golf Classic 195350 179975 15375 57640 1206 3976 Tribute To Courage 167738 167738 39795 2 190122 179097 11025 43642 3996 553210 526810 26400 101282 1206 47767 150255 -123855 false false 29200 5252 false 29200 5252 5252 23948 CA true false true false 1.00000 Arturo Martinez 255 E Bonita Ave Pomona CA 91767 false Arturo Martinez 328 Fundraising Coordinator X true 26280 Part III, Line 17b - Distributions Required Under State Law California $26280 true Casa Colina Centers for Rehab 255 E Bonita Ave Pomona CA 91767 953392219 311793 0 Charity/Donation Casa Colina Comprehensive Out 255 E Bonita Ave Pomona CA 91767 953266014 209821 0 Subsidy/Donation Casa Colina Hospital and Cent 255 E Bonita Ave Pomona CA 91767 951643989 1971883 0 Charity/Research Casa Colina Inc 255 E Bonita Ave Pomona CA 91767 953655256 1990353 0 Subsidy/Donation Padua Village 255 E Bonita Ave Pomona CA 91767 953713170 262625 0 Subsidy/Donation 5 0 Grantmaker's Description of How Grants are Used The Organization evaluates requests for contributions from outside organizations taking into account how they align with the Organization's mission. There is a broad overlap between grant recipients and the Organization, so monitoring is ongoing. false false false false false false false false false Bonnie Scudder Chf. P & D Officer 208473 75000 36796 9859 15662 345790 David Morony CFO 346799 150000 20677 10179 30360 558015 Debbie Walsh COO 318962 27353 346315 Erika Armstrong Executive Assitant 94697 29500 12825 4179 38406 179607 Felice Loverso PhD President & CEO 654939 326196 125341 10179 14102 1130757 Mary Koenig Dir. Fund Develop. 121482 7500 629 3324 20303 153238 Form 990, Part III, Line 4d: Other Program Services Description OTHER PROGRAM SERVICES 4: Other program services include expenses incurred in conjunction with the investment of excess assets that will ensure future medical and rehabilitation services availability to those in need of it. This expense is related to the investment made primarily to accomplish the foundation's exempt purpose. Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder Casa Colina, Inc. is the sole Member of the Organization. Form 990, Part VI, Line 11b: Form 990 Review Process The 990 was reviewed by an independent accounting firm for accuracy and completeness. A paper copy of the 990 is made available for review by the Board of Directors prior to filing with the Internal Revenue Service. Each member of the Board of Directors is encouraged to review the 990. Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts The Governance committee of the Board reviews disclosure forms on an annual basis. In addition, the ratio of interested vs disinterested directors is closely monitored. Interested directors are not allowed to hold office or serve on the audit committee. Finally, a protocol has been established that prevents the conversion of a current disinterested director to an interested director. Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management The filing organization relied on a related organization's methods to establish the top management official's compensation. The related organization, Casa Colina Inc., used the following methods to establish compensation for the CEO:The board maintains a compensation committee that conducted an independent compensation consultation and a compensation study. Once approved by the Board of Directors the CEO is then offered a written employment contract. Form 990, Part VI, Line 19: Other Organization Documents Publicly Available Financial statement information is made available to the public for inspection via the Electronic Municipal Market Access website. In addition, audited financial information is provided to the public for the purpose of grant awards upon request as necessary. The organization's governing documents and conflict of interest policy are available upon request. Other Changes In Net Assets Or Fund Balances - Other Decreases Change in other temporarily restricted net assets = -$98920 Other Changes In Net Assets Or Fund Balances - Other Increases Change in value of charitable remainder trusts = $382142 Other Changes In Net Assets Or Fund Balances - Other Increases Change in value of temporarily restricted net assets = $30 Other Changes In Net Assets Or Fund Balances - Other Increases Pledge receivable = $0 Balance Sheet (Part X) Tax-exempt bond liabilities included in Part X represent borrowings by Casa Colina, Inc., the parent of the organization. The liability reported in the organization's balance sheet consists of the pro rata share of tax-exempt bond proceeds utilized for the organization's capital projects. The organization is a Member of the Obligated Group for Casa Colina, Inc.'s tax-exempt bonds. Form 990, Part V, Line 1a Form 1096 was filed by Casa Colina, Inc., FEIN 95-3655256, a related organization. Form 990, Part V, Line 2a The number of employees listed in line 2a represents workers employed by Casa Colina, Inc., a related organization with FEIN 95-3655256, on behalf of Casa Colina Centers for Rehabiliation Foundation. Form 990, Part XI, Line 11g Independent contractors were paid by Casa Colina, Inc., FEIN 95-3655256, a relatedorganization. Amounts paid independent contractors are included on Casa Colina, Inc.'s Form 990. Casa Colina Hospital and Centers for Reh 255 E Bonita Ave Pomona CA 91767 951643989 Medical and Rehabilitative Medicine CA 501(c)(3) 3 Casa Colina Inc false Casa Colina Inc 255 E Bonita Ave Pomona CA 91767 953655256 Admin Support for Related Organizations CA 501(c)(3) 12c NA false Casa Colina Centers for Rehab Inc 255 E Bonita Ave Pomona CA 91767 953392219 Transitional Living Center CA 501(c)(3) 7 Casa Colina Inc false Padua Village Inc 255 E Bonita Ave Pomona CA 91767 953713170 Long-Term Care for TBI CA 501(c)(3) 7 Casa Colina Inc false Casa Colina Comp OP Rehab 255 E Bonita Ave Pomona CA 91767 953266014 Outpatient Rehab Services CA 501(c)(3) 7 Casa Colina Inc false Charitable Remainder Trust 6 Trustee 255 E Bonita Ave Pomona CA 91767 Filing Org is Trustee CRTs CA NA false Colina Medical Associates 255 E Bonita Ave Pomona CA 91767 352473284 Patient Care CA Casa Colina Hospital C corp false false true false true false false false false false true false false true false true true false false false Casa Colina Hospital 215 E Bonita Ave Pomona CA 91767 951643989 0 0 0 97350416 97350416 1000000 250000 0 0 13813 Casa Colina Inc 215 E Bonita Ave Pomona CA 91767 953655256 0 0 0 10701986 10701986 685099 171275 0 0 0 Casa Colina Cntrs for Rehab Inc 255 E Bonita Ave Pomona CA 91767 953392219 0 0 0 9115397 9115397 605770 151443 0 0 0 Casa Colina Comprehensive Outpatien 255 E Bonita Ave Pomona CA 91767 953266014 0 0 0 1109785 1109785 185979 46495 0 0 0 Padua Village Inc 255 E Bonita Ave Pomona CA 91767 953713170 0 0 0 6590587 6590587 479529 119882 0 0 0