ELDER CARE ALLIANCE: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- ELDER CARE ALLIANCE (EIN 94-3260975)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-03-23
- IRS object ID
- 202300829349301600
- Schema version
- 2021v4.2
- 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 | 2023-03-23T12:08:07-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910189318 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 SECOND STREET SUITE 900 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 943260975 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELDER CARE ALLIANCE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ELDE | BusinessNameControlTxt |
| Phone | 5107692700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 MARINA VILLAGE PARKWAY 210 | AddressLine1Txt |
| City | ALAMEDA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94501 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBIN EVITTS | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 5107692700 | PhoneNum |
| Signature | 2023-03-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ROBIN | PersonFirstNm |
| Person Last | EVITTS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | QI WEN LIANG | PreparerPersonNm |
| PTIN | P01270238 | PTIN |
| Phone | 4159561500 | PhoneNum |
| Preparation | 2023-03-22 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ADRIENE IVERSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 MARINA VILLAGE PARKWAY 210 | AddressLine1Txt |
| City | ALAMEDA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $5,721,750 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ELDERCAREALLIANCE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1996 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | SERVES & ENRICHES THE PHYSICAL, EMOTIONAL & SPIRITUAL WELL-BEING OF OLDER ADULTS THROUGH FOUR CARE COMMUNITIES IN CA, A CARE COORDINATION PROGRAM & AN AGE-RESTRICTED APARTMENT BUILDING. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 37 | TotalEmployeeCnt |
| Total Volunteers | 14 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $540,636 | PYContributionsGrantsAmt |
| CY Contributions Grants | $509,294 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $3,383,698 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $3,613,671 | CYProgramServiceRevenueAmt |
| PY Investment Income | $840,728 | PYInvestmentIncomeAmt |
| CY Investment Income | $346,900 | CYInvestmentIncomeAmt |
| PY Other Revenue | $12,375 | PYOtherRevenueAmt |
| CY Other Revenue | $37,232 | CYOtherRevenueAmt |
| PY Total Revenue | $4,777,437 | PYTotalRevenueAmt |
| CY Total Revenue | $4,507,097 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $134,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,277,653 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,873,885 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $123,157 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,831,939 | PYOtherExpensesAmt |
| CY Other Expenses | $2,790,868 | CYOtherExpensesAmt |
| PY Total Expenses | $4,243,592 | PYTotalExpensesAmt |
| CY Total Expenses | $4,664,753 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $533,845 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$157,656 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $39,094,355 | TotalAssetsBOYAmt |
| Total Assets EOY | $36,709,405 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,336,861 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,167,677 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $36,757,494 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $35,541,728 | NetAssetsOrFundBalancesEOYAmt |
| Mission | AN ORGANIZATION COMMITTED TO SERVING AND ENRICHING THE PHYSICAL, EMOTIONAL, AND SPIRITUAL WELL-BEING OF OLDER ADULTS THROUGH A NETWORK OF PROFESSIONAL, FAITH-CENTERED CARE COMMUNITIES AND SERVICES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $399,774 | ExpenseAmt |
| Revenue | $3,211,379 | RevenueAmt |
| Desc | ELDER CARE ALLIANCE MANAGES 4 CARE COMMUNITIES AND 1 AGE-RESTRICTED APARTMENT BUILDING FOR OLDER ADULTS IN CALIFORNIA. COMMITTED TO THE SPIRITUAL TRADITIONS OF OUR SPONSORS, THE SISTERS OF MERCY OF THE AMERICAS, A RELIGIOUS INSTITUTE AND PUBLIC JURIDIC PERSON OF THE ROMAN CATHOLIC CHURCH AND THE SIERRA PACIFIC SYNOD OF THE EVANGELICAL LUTHERAN CHURCH IN AMERICA, ELDER CARE ALLIANCE PROVIDES CARE FOR OLDER ADULTS, REGARDLESS OF CULTURAL BACKGROUND, RELIGIOUS AFFILIATION, SEXUAL ORIENTATION, OR ECONOMIC MEANS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $294,113 | ExpenseAmt |
| Revenue | $402,292 | RevenueAmt |
| Desc | THE ELDER CARE ALLIANCE CARE COORDINATION PROGRAM IS DESIGNED TO ASSIST RELIGIOUS CONGREGATIONS AND DIOCESES IN PLANNING FOR HEALTH AND LONG TERM CARE NEEDS OF MEMBERS. CARE COORDINATORS ARE SKILLED PROFESSIONALS, TRAINED IN GERONTOLOGY, SOCIAL WORK, NURSING AND/OR COUNSELING, WHO COORDINATE FOR APPROPRIATE HEALTH AND PSYCHOSOCIAL SERVICES, WHICH ARE MADE AVAILABLE TO AND UTILIZED BY INDIVIDUAL MEMBERS. CARE COORDINATORS PERFORM A VARIETY OF FUNCTIONS BASED ON THE NEEDS OF A PARTICULAR RELIGIOUS COMMUNITY OR DIOCESE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $693,887 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 36 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 37 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBIN EVITTS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5107692758 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 MARINA VILLAGE PARKWAY SUITE | AddressLine1Txt |
| City | ALAMEDA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94501 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|
| ADRIENE IVERSON | ||||||||
| CEO | 40.00 | 5.00 | Yes (X) | $327,249 | $0 | $20,518 | ||
| SALINA YEUNG | ||||||||
| INTERIM CONTROLLER | 40.00 | 0.00 | $234,110 | $0 | $0 | Yes (X) | ||
| CARMEL DOLCINE-JOSEPH | ||||||||
| VP OF WELLNESS | 40.00 | 0.00 | $197,442 | $0 | $22,982 | Yes (X) | ||
| MONICA STINSON | ||||||||
| VP OF HR | 40.00 | 0.00 | $186,868 | $0 | $10,647 | Yes (X) | ||
| JENNIFER ECKARD | ||||||||
| CULINARY DIRECTOR | 40.00 | 0.00 | $142,800 | $0 | $17,441 | Yes (X) | ||
| ELIZABETH DONOVAN | ||||||||
| VP OF OPERATIONS | 40.00 | 0.00 | $153,300 | $0 | $0 | Yes (X) | ||
| CHRISTINE WHELAN | ||||||||
| CHAIR (THRU 11/21) | 1.00 | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| JOY MOORE | ||||||||
| SECRETARY / CHAIR (AS OF 12/21) | 1.00 | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| GERALDINE MCGRATH | ||||||||
| VICE CHAIR | 1.00 | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| JACKIE EJUWA | ||||||||
| SECRETARY (AS OF 12/21) | 1.00 | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| LYNNE KATZMANN | ||||||||
| DIRECTOR (THRU 11/21) | 1.00 | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| RAJA SEKARAN | ||||||||
| DIRECTOR (THRU 11/21) | 1.00 | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| ERICKA RYAN | ||||||||
| DIRECTOR | 1.00 | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| J THOMAS BRIODY | ||||||||
| DIRECTOR | 1.00 | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| DORIS CHANG | ||||||||
| DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| SISTER PAULINE BORGHELLO | ||||||||
| DIRECTOR | 1.00 | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| SISTER PHYLLIS HUGHES | ||||||||
| DIRECTOR | 1.00 | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| STEVEN KIM | ||||||||
| DIRECTOR | 1.00 | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| VAL AGOSTINO | ||||||||
| DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| ROBIN EVITTS | ||||||||
| CFO | 40.00 | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,241,769 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $71,588 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 15 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| REACH PARTNERS LLC | |||||
| 670 MERIDIAN WAY SUITE 141 | WESTERVILLE | OH | 43082 | PROFESSIONAL SERVICES | $1,321,979 |
| PRELUDE SERVICES | |||||
| 5095 RITTER ROAD STE 112 | MECHANICSBURG | PA | 17055 | OUTSIDE TECH SUPPORT | $366,921 |
| MOSS ADAMS LLP | |||||
| 101 SECOND STREET SUITE 900 | SAN FRANCISCO | CA | 94015 | AUDIT | $208,135 |
| AMANDA CASEY | |||||
| 3136 TICE CREEK DRIVE 7 | WALNUT CREEK | CA | 94595 | PROFESSIONAL SERVICES | $135,938 |
| HANSON BRIDGETT LP | |||||
| 425 MARKET STREET 26TH FLOOR | SAN FRANCISCO | CA | 94105 | LEGAL | $104,559 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $491,861 | GovernmentGrantsAmt |
| All Other Contributions | $17,433 | AllOtherContributionsAmt |
| Total Contributions | $509,294 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MANAGEMENT FEES | 561000 | $3,216,786 | $3,216,786 |
| RESIDENT SRVC. COOR'D | 623990 | $396,885 | $396,885 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $3,613,671 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $291,768 | TotalRevenueColumnAmt |
| Exclusion | $291,768 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,269,785 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,214,653 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $55,132 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $55,132 | TotalRevenueColumnAmt |
| Exclusion | $55,132 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| OTHER REVENUE | 561000 | $19,645 | $19,645 |
| AFFILIATE CONSULTING REVENUE | 561000 | $17,587 | $17,587 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $37,232 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,507,097 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,613,671 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $384,132 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $407,102 | TotalAmt |
| Management And General | $407,102 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,131,341 | TotalAmt |
| Program Services | $359,468 | ProgramServicesAmt |
| Management And General | $675,442 | ManagementAndGeneralAmt |
| Fundraising | $96,431 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,082 | TotalAmt |
| Program Services | $19,795 | ProgramServicesAmt |
| Management And General | $32,287 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $123,751 | TotalAmt |
| Program Services | $35,167 | ProgramServicesAmt |
| Management And General | $84,419 | ManagementAndGeneralAmt |
| Fundraising | $4,165 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $159,609 | TotalAmt |
| Program Services | $46,490 | ProgramServicesAmt |
| Management And General | $105,866 | ManagementAndGeneralAmt |
| Fundraising | $7,253 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $139,774 | TotalAmt |
| Management And General | $139,774 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,314 | TotalAmt |
| Management And General | $15,314 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,532,083 | TotalAmt |
| Program Services | $185,078 | ProgramServicesAmt |
| Management And General | $1,340,976 | ManagementAndGeneralAmt |
| Fundraising | $6,029 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,993 | TotalAmt |
| Program Services | $7,457 | ProgramServicesAmt |
| Management And General | $2,484 | ManagementAndGeneralAmt |
| Fundraising | $2,052 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $239,219 | TotalAmt |
| Program Services | $615 | ProgramServicesAmt |
| Management And General | $238,604 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $149,386 | TotalAmt |
| Management And General | $143,945 | ManagementAndGeneralAmt |
| Fundraising | $5,441 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $230,923 | TotalAmt |
| Program Services | $21,210 | ProgramServicesAmt |
| Management And General | $209,713 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,379 | TotalAmt |
| Program Services | $14,502 | ProgramServicesAmt |
| Management And General | $18,877 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,667 | TotalAmt |
| Management And General | $2,667 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,765 | TotalAmt |
| Management And General | $77,765 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,942 | TotalAmt |
| Management And General | $59,942 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|---|
| RECRUITING | $180,183 | $180,183 | ||
| LICENSES & DUES | $56,308 | $55,116 | $1,192 | |
| TRAINING | $53,228 | $50,287 | $2,941 | |
| SUPPLIES | $8,172 | $6,504 | $504 | $1,164 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $532 | TotalAmt |
| Management And General | $442 | ManagementAndGeneralAmt |
| Fundraising | $90 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,664,753 | TotalAmt |
| Program Services | $693,887 | ProgramServicesAmt |
| Management And General | $3,847,709 | ManagementAndGeneralAmt |
| Fundraising | $123,157 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,863,519 | BOYAmt |
| EOY | $3,654,476 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,240,000 | BOYAmt |
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $112,752 | BOYAmt |
| EOY | $63,658 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $878,929 | BOYAmt |
| EOY | $506,944 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,426,761 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $676,988 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $209,198 | BOYAmt |
| EOY | $749,773 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,120,555 | BOYAmt |
| EOY | $5,021,228 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,392 | BOYAmt |
| EOY | $8,392 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,661,010 | BOYAmt |
| EOY | $26,704,934 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,094,355 | BOYAmt |
| EOY | $36,709,405 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,821,253 | BOYAmt |
| EOY | $1,150,009 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,148 | BOYAmt |
| EOY | $17,668 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $487,460 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,336,861 | BOYAmt |
| EOY | $1,167,677 | 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 | $35,168,348 | BOYAmt |
| EOY | $34,268,363 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,589,146 | BOYAmt |
| EOY | $1,273,365 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,757,494 | BOYAmt |
| EOY | $35,541,728 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,094,355 | BOYAmt |
| EOY | $36,709,405 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$157,656 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,184,551 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $126,441 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type2 | Yes (X) | SupportingOrgType2Ind |
| Supported Organizations | 6 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (6 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| ELDER CARE ALLIANCE OF SAN MATEO | ||||
| 940831870 | 10 | 0 | $0 | $0 |
| MERCY RETIREMENT AND CARE CENTER | ||||
| 941156579 | 10 | 0 | $0 | $0 |
| ELDER CARE ALLIANCE OF CAMARILLO | ||||
| 943351613 | 10 | 0 | $0 | $0 |
| ELDER CARE ALLIANCE OF SAN FRANCISCO | ||||
| 943351615 | 10 | 0 | $0 | $0 |
| ELDER CARE ALLIANCE OF SAN RAFAEL | ||||
| 760730971 | 10 | 0 | $0 | $0 |
| ELDER CARE ALLIANCE OF UNION CITY | ||||
| 943377985 | 10 | 0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 6 | SupportedOrganizationsTotalCnt |
| Support Sum | $0 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | 0 | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Majority Dir Trst Supported Org | 0 | MajorityDirTrstSupportedOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE A, PART IV, SECTION A, LINE 1 | ELDER CARE ALLIANCE HAS SIX SUPPORTED ORGANIZATIONS. THE GROUP OF SUPPORTED ORGANIZATIONS ARE NOT NAMED IN THE GOVERNING DOCUMENTS OF THE ORGANIZATION, HOWEVER THEY ARE REFERRED TO AS "THE SYSTEM", WHICH IS THE HISTORIC TERM USED TO ENCOMPASS ALL SIX OF THE SUPPORTED ORGANIZATIONS INCLUDING MERCY RETIREMENT AND CARE CENTER, ELDER CARE ALLIANCE OF SAN MATEO, ELDER CARE ALLIANCE OF CAMARILLO, ELDER CARE ALLIANCE OF SAN FRANCISCO, ELDER CARE ALLIANCE OF SAN RAFAEL, AND ELDER CARE ALLIANCE OF UNION CITY. |
| SCHEDULE C, PART IV, SECTION C LINE 1 | THE MANAGEMENT (CEO AND CFO) OF ELDER CARE ALLIANCE ARE ALSO THE MANAGEMENT (CEO AND CFO) OF THE SUPPORTED ORGANIZATIONS. THERE ARE ALSO SOME MEMBERS OF THE ECA BOARD THAT SERVE ON ALL OF THE SUPPORTED ORGANIZATIONS BOARD, BUT NOT THE MAJORITY OF THE ECA BOARD HAVE OVERLAP. |
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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,560,492 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$295,281 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,265,211 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,246,208 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $324,284 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $10,000 | GrantsOrScholarshipsAmt |
| End Year Balance | $1,560,492 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,221,157 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $41,566 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $16,515 | GrantsOrScholarshipsAmt |
| End Year Balance | $1,246,208 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,104,339 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $116,818 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,221,157 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,003,662 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $165,717 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $65,040 | GrantsOrScholarshipsAmt |
| End Year Balance | $1,104,339 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.55000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.45000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $94,171 | OtherCostOrOtherBasisAmt |
| Depreciation | $36,358 | DepreciationAmt |
| Book Value | $57,813 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $180,381 | OtherCostOrOtherBasisAmt |
| Depreciation | $180,381 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $804,942 | OtherCostOrOtherBasisAmt |
| Depreciation | $460,249 | DepreciationAmt |
| Book Value | $344,693 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $347,267 | OtherCostOrOtherBasisAmt |
| Book Value | $347,267 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $749,773 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DUE FROM RELATED PARTIES - LT | $1,696,481 |
| RELATED PARTY NOTE RECEIVABLE | $7,921,593 |
| DEPOSITS | $22,342 |
| CAPITAL CONTRIBUTIONS | $17,064,518 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $26,704,934 | TotalBookValueOtherAssetsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART V, LINE 4: | FormAndLineReferenceDesc |
| Explanation | ALL OF THE ECA ENDOWMENT FUNDS REQUIRE THE INCOME FROM THE FUNDS TO BE USED FOR THE CHARITY CARE OF RESIDENTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ADRIENE IVERSON | ||||||||||||||
| CEO | $325,232 | $0 | $750 | $0 | $1,267 | $0 | $11,820 | $0 | $8,698 | $0 | $347,767 | $0 | $0 | $0 |
| SALINA YEUNG | ||||||||||||||
| INTERIM CONTROLLER | $233,910 | $0 | $200 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $234,110 | $0 | $0 | $0 |
| CARMEL DOLCINE-JOSEPH | ||||||||||||||
| VP OF WELLNESS | $186,492 | $0 | $10,500 | $0 | $450 | $0 | $0 | $0 | $22,982 | $0 | $220,424 | $0 | $0 | $0 |
| MONICA STINSON | ||||||||||||||
| VP OF HR | $176,728 | $0 | $8,850 | $0 | $1,290 | $0 | $1,949 | $0 | $8,698 | $0 | $197,515 | $0 | $0 | $0 |
| JENNIFER ECKARD | ||||||||||||||
| CULINARY DIRECTOR | $140,410 | $0 | $1,700 | $0 | $690 | $0 | $2,361 | $0 | $15,080 | $0 | $160,241 | $0 | $0 | $0 |
| ELIZABETH DONOVAN | ||||||||||||||
| VP OF OPERATIONS | $146,000 | $0 | $7,300 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $153,300 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | ELDER CARE ALLIANCE HIRED ROBIN EVITTS AS CFO THROUGH REACH PARTNERS LLC, A MANAGEMENT CONSULTING FIRM. AS ELDER CARE ALLIANCE'S CFO, ROBIN REPORTS TO THE CEO AND BOARD OF DIRECTORS AND HER RESPONSIBILITIES INCLUDE: OVERSEEING ALL FINANCIAL AND ACCOUNTING FUNCTIONS INCLUDING FINANCIAL CLOSE, FINANCIAL PLANNING & ANALYSIS, CASH MANAGEMENT, FINANCING, TAX AND REGULATORY FINANCIAL COMPLIANCE, PAYROLL AND ACCOUNTS PAYABLE; LEADING THE INFORMATION TECHNOLOGY FUNCTION, RESPONSIBLE FOR STRATEGY AND DELIVERY, INCLUDING INFRASTRUCTURE AND APPLICATION SUPPORT OPERATIONS; MANAGING INSURANCE STRATEGY AND BROKER PARTNERS. THE PROFESSIONAL SERVICES EXPENSE TO REACH PARTNERS IS PAID BY ELDER CARE ALLIANCE DIRECTLY. |
| FORM 990, PART VI, SECTION A, LINE 6 | ELDER CARE ALLIANCE HAS TWO CORPORATE MEMBERS: 1. THE SISTERS OF MERCY OF THE AMERICAS, A RELIGIOUS INSTITUTE AND PUBLIC JURIDIC PERSON OF THE ROMAN CATHOLIC CHURCH. 2. THE SIERRA PACIFIC SYNOD OF THE EVANGELICAL LUTHERAN CHURCH IN AMERICA - A FELLOWSHIP OF CONGREGATIONS, MINISTRIES, AND INSTITUTIONS IN NORTHERN CALIFORNIA AND NORTHERN NEVADA. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE BOARD OF DIRECTORS OF THE CORPORATION SHALL INCLUDE NO GREATER THAN FOURTEEN (14) INDIVIDUALS APPOINTED IN ACCORDANCE WITH THE FOLLOWING: (I) FIVE (5) INDIVIDUALS APPOINTED BY THE CORPORATE MEMBER, SIERRA PACIFIC SYNOD; (II) FIVE (5) INDIVIDUALS APPOINTED BY THE CORPORATE MEMBER, THE SISTERS OF MERCY. (III) IN ADDITION TO THE INDIVIDUALS APPOINTED PURSUANT TO SUB PARAGRAPHS (I) AND (II) ABOVE, A MAXIMUM OF FOUR (4) INDIVIDUALS JOINTLY APPOINTED BY THE CORPORATE MEMBERS, SIERRA PACIFIC SYNOD AND THE SISTERS OF MERCY. |
| FORM 990, PART VI, SECTION A, LINE 7B | 1. THE FOLLOWING ACTIONS OF ELDER CARE ALLIANCE (THE CORPORATION) SHALL NOT BE IMPLEMENTED WITHOUT THE APPROVAL OF THE CORPORATE MEMBERS: (A) ADOPTION OR AMENDMENT OF PHILOSOPHY, MISSION AND VALUES STATEMENT OF THE CORPORATION; (B) APPROVAL OF LONG RANGE AND STRATEGIC PLANS OF THE CORPORATION AND ITS SUBSIDIARIES AND AFFILIATES; (C) REORGANIZATIONS, DISSOLUTION, MERGER, CONSOLIDATION, CHANGE OF CONTROL, ADMISSION OF NEW MEMBERS OR OTHER AFFILIATION OF ANY MANNER OF THE CORPORATION OR ANY OF ITS SUBSIDIARIES; (D) ANY CHANGE IN THE ARTICLES OF INCORPORATION OR BYLAWS OF THE CORPORATION;(E) ADOPTION OF AND ANY CHANGE IN CHARITY CARE POLICIES OF THE CORPORATION OR ANY OF ITS SUBSIDIARIES; (F) SALE OR DISPOSITION OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OF THE CORPORATION OR ANY OF ITS SUBSIDIARIES, SUBJECT TO PARAGRAPH 2 AND PARAGRAPH 3 HEREOF; OR (G) APPOINTMENT OF THE CHIEF EXECUTIVE OFFICER OF THE CORPORATION. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM BASED ON THE AUDITED FINANCIAL STATEMENTS AND INFORMATION PROVIDED BY THE ACCOUNTING DEPARTMENT OF THE ORGANIZATION. BEFORE FILING, THE FORM 990 DRAFT RETURNS ARE REVIEWED BY THE CEO AND CFO, FOLLOWED BY THE AUDIT COMMITTEE OF THE BOARD. UPON THE AUDIT COMMITTEE'S RECOMMENDATION, THE FULL BOARD REVIEWS THE FORM 990'S TO PROVIDE THEIR APPROVAL, UPON WHICH THE TAX RETURNS ARE FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUALLY, THE SECRETARY OF ELDER CARE ALLIANCE CAUSES TO BE PREPARED UPDATED CONFLICT OF INTEREST DISCLOSURE FORMS FROM THE BOARD OF DIRECTORS, OFFICERS, KEY EMPLOYEES, AND MEMBERS OF COMMITTEES WITH BOARD-DELEGATED AUTHORITY. THE SECRETARY PREPARES A TABLE SUMMARIZING THE DISCLOSURES MADE AND PRESENTS THE TABLE TO THE BOARD OF DIRECTORS FOR THEIR INFORMATION. IF AN APPARENT CONFLICT OF INTEREST IS IDENTIFIED, THE MATTER IS REFERRED TO A COMMITTEE OF THE BOARD FOR REVIEW AND ACTION SUCH AS REQUIRING AN INTERESTED DIRECTOR TO RECUSE HIMSELF OR HERSELF FROM A VOTE ON THE MATTER OR TERMINATING A BUSINESS RELATIONSHIP ENTERED INTO IN VIOLATION OF THE POLICY. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION FOR THE CEO AND CFO WAS REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS OF ELDER CARE ALLIANCE. COMPARABLE COMPENSATION INFORMATION WAS PROVIDED TO THE EXECUTIVE COMMITTEE FROM A COMPENSATION STUDY COMPILED BY 3C COMPENSATION CONSULTING CONSORTIUM, A FIRM THAT SPECIALIZES IN COMPENSATION PROGRAMS. SIMILARLY, COMPENSATION INFORMATION FOR EXECUTIVE DIRECTORS AND KEY EMPLOYEES WAS GATHERED FROM MULTIPLE COMPENSATION SURVEY SOURCES, INCLUDING 3C COMPENSATION CONSULTING CONSORTIUM AND RECOMMENDED COMPENSATION WAS DEVELOPED BY HUMAN RESOURCES. THIS WAS INCLUDED IN THE BUDGET AND APPROVED FOR FISCAL YEAR 2022 BY THE FINANCE COMMITTEE OF ELDER CARE ALLIANCE AS PART OF THE BUDGET REVIEW PROCESS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE ON WRITTEN REQUEST TO ELDER CARE ALLIANCE. DOCUMENTS WILL BE PROVIDED VIA EMAIL, US MAIL, OR BY FAX IF SO REQUESTED. |
| FORM 990, PART IX, LINE 11G | CONSULTANTS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 205,697. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 205,697. STRATEGIC CONSULTING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 476,500. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 476,500. PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 185,078. MANAGEMENT AND GENERAL EXPENSES 253,779. FUNDRAISING EXPENSES 6,029. TOTAL EXPENSES 444,886. MANAGEMENT CONSULTING FEE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 405,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 405,000. |
| FORM 990, PART XI, LINE 9: | PRIOR PERIOD WORKER'S COMPENSATION ADJUSTMENT 176,441. GRANT REVERSAL -50,000. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (6 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| ELDER CARE ALLIANCE OF CAMARILLO | ||||||||||
| 1301 MARINA VILLAGE PKWY 210 | ALAMEDA | CA | 94501 | 943351613 | SENIOR LIVING | CA | 501(C)(3) | LINE 10 | ECA | Yes (1) |
| ELDER CARE ALLIANCE OF SAN FRANCISCO | ||||||||||
| 1301 MARINA VILLAGE PKWY 210 | ALAMEDA | CA | 94501 | 943351615 | SENIOR LIVING | CA | 501(C)(3) | LINE 10 | ECA | Yes (1) |
| ELDER CARE ALLIANCE OF SAN MATEO | ||||||||||
| 1301 MARINA VILLAGE PKWY 210 | ALAMEDA | CA | 94501 | 940831870 | AGE-RESTRICTED APARTMENTS | CA | 501(C)(3) | LINE 10 | ECA | Yes (1) |
| ELDER CARE ALLIANCE OF SAN RAFAEL | ||||||||||
| 1301 MARINA VILLAGE PKWY 210 | ALAMEDA | CA | 94501 | 760730971 | SENIOR LIVING | CA | 501(C)(3) | LINE 10 | ECA | Yes (1) |
| ELDER CARE ALLIANCE OF UNION CITY | ||||||||||
| 1301 MARINA VILLAGE PKWY 210 | ALAMEDA | CA | 94501 | 943377985 | SENIOR LIVING | CA | 501(C)(3) | LINE 10 | ECA | Yes (1) |
| MERCY RETIREMENT AND CARE CENTER | ||||||||||
| 1301 MARINA VILLAGE PKWY 210 | ALAMEDA | CA | 94501 | 941156579 | SENIOR LIVING | CA | 501(C)(3) | LINE 10 | ECA | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (1) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (17 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| ELDER CARE ALLIANCE OF CAMARILLO | ||
| L | $430,353 | FMV |
| ELDER CARE ALLIANCE OF CAMARILLO | ||
| D | $1,519,489 | FMV |
| ELDER CARE ALLIANCE OF CAMARILLO | ||
| A | $40,437 | FMV |
| ELDER CARE ALLIANCE OF CAMARILLO | ||
| Q | $382,900 | FMV |
| ELDER CARE ALLIANCE OF CAMARILLO | ||
| S | $131,882 | FMV |
| ELDER CARE ALLIANCE OF SAN FRANCISCO | ||
| L | $777,231 | FMV |
| ELDER CARE ALLIANCE OF SAN FRANCISCO | ||
| Q | $532,400 | FMV |
| ELDER CARE ALLIANCE OF SAN FRANCISCO | ||
| A | $103,296 | FMV |
| ELDER CARE ALLIANCE OF SAN FRANCISCO | ||
| D | $3,881,536 | FMV |
| ELDER CARE ALLIANCE OF SAN FRANCISCO | ||
| S | $347,106 | FMV |
| ELDER CARE ALLIANCE OF SAN MATEO | ||
| L | $110,550 | FMV |
| ELDER CARE ALLIANCE OF SAN RAFAEL | ||
| L | $677,021 | FMV |
| ELDER CARE ALLIANCE OF SAN RAFAEL | ||
| Q | $459,000 | FMV |
| MERCY RETIREMENT AND CARE CENTER | ||
| L | $1,221,631 | FMV |
| MERCY RETIREMENT AND CARE CENTER | ||
| Q | $749,300 | FMV |
| MERCY RETIREMENT AND CARE CENTER | ||
| D | $2,000,000 | FMV |
| MERCY RETIREMENT AND CARE CENTER | ||
| A | $29,167 | FMV |