2023-07-31T18:57:42-05:00 2022-12-31 946214841 ARMANINO LLP 2700 CAMINO RAMON STE 350 SAN RAMON CA 945835004 990 2022-01-01 951727641 THE BRITISH HOME IN CALIFORNIA LTD BRIT 6263557240 647 MANZANITA BLVD SIERRA MADRE CA 91024 ROSARIO MUNOZ EXECUTIVE DIRECTOR 6263557240 2023-07-27 1 ROSARIO MUNOZ XXX-XX-XXXX 0 KATY BROWN P00650274 9257902600 2023-07-27 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z ROSARIO MUNOZ 647 MANZANITA BLVD SIERRA MADRE CA 91024 2343193 0 X WWW.BRITISHHOME-CA.US X 1930 CA TO PROVIDE ASSISTED LIVING SERVICES 7 7 32 25 0 0 128693 125306 1143479 1291216 1080664 731599 14812 48750 2367648 2196871 0 0 0 0 1207478 1253702 0 0 18030 940542 1014342 2148020 2268044 219628 -71173 27563343 24014244 245414 197061 27317929 23817183 X TO PROVIDE AN EXCELLENT RETIREMENT HOME IN BEAUTIFUL, COMFORTABLE SURROUNDINGS WITH EXCEPTIONAL LEVELS OF LOVING CARE AND COMPASSION. 0 0 1647084 1291216 THE HOME OPERATES A LICENSED RETIREMENT FACILITY IN SOUTHERN CALIFORNIA, AND IS LICENSED TO ACCOMMODATE 41 RESIDENTS AND DESCRIBED AS "TYPICAL," THE HOME MAINTAINS ITS HISTORIC UNIQUENESS PROVIDING GRACIOUS, INDEPENDENT AND ASSISTED LIVING IN THIS SECURE AND PEACEFUL RESIDENTIAL NEIGHBORHOOD. WE ARE PROUD OF OUR HISTORY AND IN TODAY'S HECTIC LIFE STYLE, ARE SECURE IN OUR APPROACH OF BLENDING "OLD WORLD" CHARM AND TRADITION WITH MODERNITY. HONORING OUR GOALS AND MISSION, AND WITH SUPPORT FROM THE DBE WE DO SUBSIDIZE A CERTAIN PERCENTAGE OF RESIDENTS WHO ARE IN NEED. OUR MONTHLY FEES ARE REASONABLE INCLUDING MANY SERVICES AND ACTIVITIES AND OUR RESIDENTS THRIVE, ENJOYING THE CARE AND ATTENTION GIVEN THEM. THE AVERAGE AGE OF OUR RESIDENT FAMILY IS 87 WITH THE AGE RANGING FROM 66 TO 108. (CONTINUED ON SCH. O)ON AVERAGE, THE BRITISH HOME MAINTAINS 30 RESIDENTS YEAR AROUND. 1647084 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 2 0 1 32 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 1 1 1 0 0 CA X ROSARIO MUNOZ 6263557240 647 MANZANITA BLVD SIERRA MADRE CA 91024 KELLY PACK PRESIDENT (THRU 04/22) 4.00 X X 0 0 0 PATTY SCHNEGG PRESIDENT (START 04/22) 4.00 X X 0 0 0 HELEN MORRAN-WOLF VICE-PRESIDENT (THRU 04/22) 4.00 X X 0 0 0 MARILYN DIAZ VICE-PRESIDENT (START 04/22) 4.00 X X 0 0 0 ALISON M NELSON 2ND VICE-PRESIDENT (THRU 04/22) 4.00 X X 0 0 0 DEBORAH ROSS 2ND VICE-PRESIDENT 4.00 X X 0 0 0 ROSEMARY WEBB 3RD VICE-PRESIDENT (START 04/22) 4.00 X X 0 0 0 MARINA PAGANUCCI 4TH VICE-PRESIDENT (THRU 04/22) 4.00 X X 0 0 0 SUE MASTEN TREASURER 4.00 X X 0 0 0 SHIRLEY WOLFF RECORDING SECRETARY 4.00 X X 0 0 0 MARGARET GAZEY CORRESPONDING SECRETARY (START 04/22) 4.00 X X 0 0 0 MARLENE RAINEN EXECUTIVE DIRECTOR 40.00 X 114940 0 0 114940 0 0 1 0 0 0 GOLDMAN SACHS 200 WEST STREET NEW YORK NY 10282 INVESTMENT MANAGEMENT FEE 112073 1 17435 107871 125306 FEES FOR SERVICE 623000 1291216 1291216 1291216 731599 731599 538 538 136000 136000 0 0 19201 17435 6808 12393 12393 11099 3514 7585 7585 MISCELLANEOUS INCOME 900099 28234 28234 28234 2196871 1291216 0 780349 114940 98191 16749 1006570 890681 115889 40504 32772 7732 91688 72904 17503 1281 9375 9375 40520 40520 112073 112073 8499 8499 26645 11378 15267 6385 6385 71008 56432 14576 4699 2349 2350 226882 180310 46572 138773 110287 28486 RESIDENT CARE 219521 219521 REPAIRS & MAINTENANCE 87123 69240 17883 TAXES AND LICENSES 50814 50814 TRAINING 9306 1210 8096 2719 2719 2268044 1647084 602930 18030 216261 211614 486764 322091 1497 1497 30819 127759 7443487 3505072 3957063 3938415 22870939 19412868 27563343 24014244 183724 197061 61690 0 245414 197061 X 27317929 23817183 27317929 23817183 27563343 24014244 -71173 -3429573 0 X 0 1 X 1 0 X 148401 12833 123170 126987 124154 535545 148401 12833 123170 126987 124154 535545 144720 390825 663717 302101 570066 615188 732137 2883209 7690 14377 14490 58669 95226 3513980 4837574 0.11120 0.12940 X THE ORGANIZATION NORMALLY RECEIVES PUBLIC SUPPORT DIRECTLY FROM A LARGE NUMBER OF INDIVIDUALS AND ORGANIZATIONS AND CONTINUES TO SEEK ADDITIONAL DONATIONS FROM THE GENERAL PUBLIC. THE ORGANIZATION IS A LICENSED RETIREMENT COMMUNITY FOR MEMBERS OF THE GENERAL PUBLIC. THE GOVERNING BODY REPRESENTS THE BROAD INTERESTS OF THE PUBLIC, AND THE ORGANIZATION GENERALLY PROVIDES FACILITIES AND SERVICES DIRECTLY FOR THE BENEFIT THE GENERAL PUBLIC ON A CONTINUING BASIS. PART II, SECTION A, COLUMN C: DUE TO A CHANGE IN ACCOUNTING PERIOD FROM FISCAL TO CALENDAR YEAR, AMOUNTS REPORTED IN COLUMN (B) FOR 2019 REPRESENT A SHORT YEAR - DECEMBER 1, 2019 TO DECEMBER 31, 2019. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 648881 648881 5954214 2692624 3261590 224559 210374 14185 615833 602074 13759 3938415 X -1344775 -3429573 -3429573 2084798 112073 112073 2196871 2155971 0 2155971 112073 112073 2268044 PART X, LINE 2: THE HOME IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IN ACCORDANCE WITH THE APPLICABLE CALIFORNIA REVENUE AND TAXATION CODE SECTION. THE HOME HAS EVALUATED ITS TAX POSITIONS AND CONCLUDED THAT ITS TAX-EXEMPT STATUS HAS BEEN MAINTAINED AND THAT IT HAS NO UNCERTAIN TAX POSITIONS REQUIRING ADJUSTMENTS TO THE FINANCIAL STATEMENTS. AS A RESULT, NO PROVISION FOR INCOME TAXES HAS BEEN RECORDED. JUNE FAIR 34056 16635 17421 622 1480 986 1814 34056 16635 17421 622 1480 986 1814 4902 12519 FORM 990, PART VI, SECTION B, LINE 11B THE GOVERNING BODY WILL REVIEW A DRAFT OF THE TAX RETURN BEFORE APPROVING AND SIGNING A FINAL COPY. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF DIRECTORS REVIEW MARKET DATA OF COMPENSATION AMOUNTS FOR COMPARATIVE PURPOSES BEFORE A FINAL DECISION IS MADE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.