2025-05-20T20:30:33-04:00 2024-12-31 831653274 Candice Gerlach CPA Inc 2888 Loker Ave East Ste 219 Carlsbad CA 92010 990 2024-01-01 273637559 RESIDENTS ASSOC OF CARLSBAD BY THE SEA % GREG NESBITT RESI 7604352411 2855 CARLSBAD BLVD CARLSBAD CA 92008 GREG NESBITT TREASURER 7604352532 2025-04-08 true true CANDICE GERLACH CPA P01250900 7602085885 2025-05-20 2024 2025-03-06 01:10:19Z GERRY ANDERSON 2855 CARLSBAD BLVD CARLSBAD CA 92008 259628 false X N/A X 2015 CA MISSION IS TO PROVIDE RESIDENTS THE SUPPORT AND SERVICES ESSENTIAL FOR MAKING THEIR LIVES IN THE COMMUNITY SAFE, COMFORTABLE, ENRICHED, AND MEANINGFUL AND TO PROVIDE FINANCIAL ASSISTANCE AND EDUCATIONAL GRANTS TO THOSE WHO SERVE THE AGED. 9 9 0 100 0 0 260620 255494 0 1681 4134 0 262301 259628 228681 244325 0 0 0 0 24803 19172 253484 263497 8817 -3869 208435 204413 665 512 207770 203901 MISSION IS TO PROVIDE RESIDENTS THE SUPPORT AND SERVICES ESSENTIAL FOR MAKING THEIR LIVES IN THE COMMUNITY SAFE, COMFORTABLE, ENRICHED, AND MEANINGFUL AND TO PROVIDE FINANCIAL ASSISTANCE AND EDUCATIONAL GRANTS TO THOSE WHO SERVE THE AGED. false false 221450 221450 EMPLOYEE APPRECIATION: PROVIDED RECOGNITION AND HOLIDAY GIFTS TO EMPLOYEES SERVING RESIDENTS OF CARLSBAD BY THE SEA RETIREMENT COMMUNITY TO ACKNOWLEDGE AND REWARD EXCELLENT SERVICE TO ELDERLY RESIDENTS. 150 CARLSBAD BY THE SEA EMPLOYEES WERE RECOGNIZED. 17531 5451 RESIDENT SERVICES: PROVIDED ACTIVITIES, HOSPITALITY, ARTS & CRAFTS, LIBRARY MATERIALS, AND TECHNOLOGY SUPPORT TO RESIDENTS OF CARLSBAD BY THE SEA RETIREMENT COMMUNITY, MANY OF WHOM HAVE COGNITIVE AND/OR PHYSICAL CHALLENGES. MADE GRANTS TO 11 LOCAL CHARITABLE ORGANIZATIONS THAT PROVIDED SOME SERVICE OR VISITATION FOR RESIDENTS OF CARLSBAD BY THE SEA RETIREMENT COMMUNITY. 17424 17424 EMPLOYEE SCHOLARSHIPS: PROVIDED EDUCATIONAL SCHOLARSHIP ASSISTANCE TO EMPLOYEES SERVING RESIDENTS OF CARLSBAD BY THE SEA RETIRMEMENT COMMUNITY TO ADVANCE THEIR KNOWLEDGE, BOTH GENERALLY AS WELL AS SPECIFIC TO ELDERCARE. SCHOLARSHIP GRANTS WERE AWARDED TO NINE CARLSBAD BY THE SEA EMPLOYEES. 256405 true false false false false false false false false false false false false false false false false false false false false false false false false false false false true false false false false false false false false false false false false false false false false false false false true 0 0 0 false false false false false false false false false false false false X 9 9 false false false false false false false true true false false false true true true true true false false false CA X X PENNY HELD 7604352405 2855 CARLSBAD BLVD CARLSBAD CA 92008 X GERRY ANDERSON PRESIDENT 6.00 0.00 X X 0 0 0 DAVE KRETZMANN VICE PRESIDENT 6.00 0.00 X X 0 0 0 SUE VAUGHN SECRETARY 4.00 0.00 X X 0 0 0 GREG NESBITT TREASURER 6.00 0.00 X X 0 0 0 DIANA CLARK DIRECTOR AT LARGE 2.00 0.00 X 0 0 0 ED KOCH DIRECTOR AT LARGE 2.00 0.00 X 0 0 0 ARTHUR LIGGINS DIRECTOR AT LARGE 2.00 0.00 X 0 0 0 KEN VOERTMAN DIRECTOR AT LARGE 2.00 0.00 X 0 0 0 MARK WENTLAND DIRECTOR AT LARGE 2.00 0.00 X 0 0 0 0 0 0 0 false false false 255494 23548 255494 4134 4134 0 259628 4134 0 0 5451 5451 238874 238874 3610 3610 111 111 3271 3271 BOARD FEES 100 100 OTHER PROGRAM EXPENSES 12080 12080 263497 256405 7092 0 132615 61650 75820 142763 208435 204413 665 512 665 512 X 143365 149962 64405 53939 207770 203901 208435 204413 -3869 0 X false false X 156660 195585 191253 233198 255493 1032189 27881 26814 24107 27422 23548 129772 184541 222399 215360 260620 279041 1161961 0 0 0 0 0 0 1161961 323 29 24 1681 4134 6191 323 29 24 1681 4134 6191 912 912 185776 222428 215384 262301 283175 1169064 0.99390 0.99630 0.01000 0.00000 X true EMPLOYEE APPRECIATION GIFTS TIPS 150 221450 EMPLOYEE SCHOLARSHIPS 9 17424 Additional Information for Schedule I WITH SUPPORT FROM THE CARLSBAD BY THE SEA HUMAN RESOURCES DIRECTOR, THE TREASURER AND PRESIDENTARE JOINTLY RESPONSIBLE FOR ALLOCATING CASH GIFTSTIPS AMONG EMPLOYEES PURSUANT TO A FORMULA. THEFORMULA IS GENERALLY BASED ON THE NUMBER OF HOURS WORKED DURING THE PASTTWELVE MONTHS. THUS FULL-TIME EMPLOYEES RECEIVE A PROPORTIONALLY LARGER SHARE THAN PART-TIME OR NEWLY HIRED EMPLOYEES. AFTER THE DISTRIBUTION FORMULA HAS BEEN APPLIED, HR PREPARES AN ELECTRONICFILE LISTING OF AMOUNTS TO BEGIVEN TO EACH EMPLOYEE. THE CORPORATE PAYROLL DEPARTMENT PROCESSESS ALL PAYMENTS AND WITHHOLDS APPROPRIATE TAXES. Additional Information for Schedule I SCHOLARSHIP GRANTS TO ELIGIBLE EMPLOYEES REIMBURSE THE INDIVIDUAL UP TO $3,000 PER YEAR FOR DOCUMENTED TUITION FEES AND OTHER QUALIFIED EDUCATIONAL EXPENSES. TO BE ELIGIBLE FOR SUCH A GRANT, EMPLOYEES MUST HAVE WORKED AT CARLSBAD BY THE SEA FOR AT LEAST SIX MONTHS, BE REGISTERED AT AN ACCREDITED COLLEGE, UNIVERSITY, PROFESSIONAL, VOCATIONAL, OR TECHNICAL SCHOOL, AND HAVE A CUMULATIVE GPA OF 2.0. A SCHOLARSHIP COMMITTEE IS DELEGATED RESPONSIBILITY FOR ESTABLISHING SCHOLARSHIP CRITERIA, REVIEWING GRANT APPLICATIONS, AND RECOMMENDING APPROVAL. THE BOARD OF DIRECTORS FORMALLY APPROVES EACH GRANT RECOMMENDATION. Form 990 governing body review Part VI line 11 THE TREASURER GATHERS AND PREPARES INPUT FOR AN OUTSIDE CPA, AND REVIEWS THE DRAFT FORM 990 FOR ACCURACY AND COMPLETENESS. THE ORGANIZATIONS FINANCE COMMITTEE ALSO REVIEWS THE DRAFT PRIOR TO FILING. AFTER SUBMISSION, THE COMPLETED RETURN IS POSTED ON THE ORGANIZATIONS INTERNAL WEBSITE. Conflict of interest policy compliance Part VI line 12c THE SECRETARY COLLECTS STATEMENTS ANNUALLY FROM EACH OFFICER AND DIRECTOR, DESCRIBING ANY RELATIONSHIPS, POSITIONS, OR CIRCUMSTANCES THAT COULD CONTRIBUTE TO A POTENTIAL CONFLICT OF INTEREST. ANY SUCH REPORTED POTENTIAL CONFLICTS ARE DISCUSSED AND VOTED UPON BY THE BOARD. Governing documents etc available to public Part VI line 19 ALL GOVERNING DOCUMENTS, INCLUDING CONFLICT OF INTEREST POLICY, ARE COLLECTED IN A BINDER THAT IS AVAILABLE TO ALL RESIDENTS OF CARLSBAD BY THE SEA RETIREMENT COMMUNITY. BYLAWS AND FINANCIAL STATEMENTS ARE ALSO POSTED TO THE ORGANIZATIONS INTERNAL WEBSITE. ALL ARE AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST.