SEQUOIA LIVING INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- SEQUOIA LIVING INC (EIN 94-1437728)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-10-26
- IRS object ID
- 202342999349302274
- Schema version
- 2022v5.0
- 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 | 2023-10-26T16:33:40-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 941437728 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEQUOIA LIVING INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SEQU | BusinessNameControlTxt |
| Phone | 4152027800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1525 POST STREET | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94109 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLIE SHOEMAKE | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 4152027800 | PhoneNum |
| Signature | 2023-10-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CHARLIE | PersonFirstNm |
| Person Last | SHOEMAKE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | QI WEN LIANG | PreparerPersonNm |
| PTIN | P01270238 | PTIN |
| Phone | 4159561500 | PhoneNum |
| Preparation | 2023-10-25 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SARA MCVEY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1525 POST STREET | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $132,757,720 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SEQUOIALIVING.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1958 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | SEQUOIA LIVING, INC. PROVIDES ORGANIZATIONAL STRUCTURE AND LEADERSHIP TO MEET THE NEEDS AND IMPROVE THE QUALITY OF LIFE OF OLDER PERSONS BY OFFERING HOUSING AND PROGRAMS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 479 | TotalEmployeeCnt |
| Total Volunteers | 227 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,012,831 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,772,180 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $97,871,261 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $98,239,337 | CYProgramServiceRevenueAmt |
| PY Investment Income | $24,176,717 | PYInvestmentIncomeAmt |
| CY Investment Income | $9,803,960 | CYInvestmentIncomeAmt |
| PY Other Revenue | $957,809 | PYOtherRevenueAmt |
| CY Other Revenue | $426,890 | CYOtherRevenueAmt |
| PY Total Revenue | $125,018,618 | PYTotalRevenueAmt |
| CY Total Revenue | $113,242,367 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | 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 | $47,320,126 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $44,420,526 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $690,029 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $58,476,038 | PYOtherExpensesAmt |
| CY Other Expenses | $60,231,641 | CYOtherExpensesAmt |
| PY Total Expenses | $105,796,164 | PYTotalExpensesAmt |
| CY Total Expenses | $104,652,167 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $19,222,454 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $8,590,200 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $412,512,571 | TotalAssetsBOYAmt |
| Total Assets EOY | $422,410,239 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $231,543,200 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $231,669,451 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $180,969,371 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $190,740,788 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEQUOIA LIVING, INC. WILL, WITHIN ITS HUMAN RESOURCES AND FINANCIAL CAPABILITIES, PROVIDE ORGANIZATIONAL STRUCTURE AND LEADERSHIP TO MEET THE NEEDS AND IMPROVE THE QUALITY OF LIFE OF OLDER PERSONS FROM ALL ECONOMIC LEVELS AND VARIED CULTURAL BACKGROUNDS THROUGH DIVERSIFIED OPERATIONS WHICH OFFER HOUSING AND PROGRAMS OF PHYSICAL, SOCIAL, HEALTH AND SPIRITUAL CARE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $91,804,848 | ExpenseAmt |
| Revenue | $98,239,337 | RevenueAmt |
| Desc | CONTINUING CARE RETIREMENT COMMUNITIES:SEQUOIA LIVING, INC. PROVIDES APARTMENTS, MEALS, LAUNDRY, HOUSEKEEPING, SOCIAL AND CULTURAL ACTIVITIES, AND MEDICAL CARE FOR AROUND 984 RESIDENTS. NEARLY ALL OCCUPANTS HAVE EXECUTED LIFE CARE RESIDENCE AND CARE AGREEMENTS THAT GIVE THEM ACCESS TO ASSISTED LIVING, DEMENTIA CARE, AND SKILLED NURSING IF NEEDED AS THEY AGE AND BECOME FRAILER. A MAJOR PROBLEM FOR THE ELDERLY IS ISOLATION AND DEPRESSION CAUSED BY ECONOMIC, SOCIAL, AND PHYSICAL BARRIERS TO PARTICIPATION IN ACTIVITIES AND CIVIC LIFE. CONTINUING CARE COMMUNITIES REMOVE THESE BARRIERS AND FACILITATE THE ACTIVE ENGAGEMENT OF RESIDENTS. THEY ALSO SMOOTH OUT DIFFICULT AND DISRUPTIVE TRANSITIONS OCCASIONED WHEN PEOPLE NEED HIGHER LEVELS OF PROFESSIONAL ASSISTANCE. IN THE EVENT THAT A RESIDENT RUNS SHORT OF RESOURCES TO COVER THE COST OF CARE, SEQUOIA LIVING WILL WORK WITH THEM AND THEIR FAMILIES AND THROUGH ITS FOUNDATION, WILL SUBSIDIZE EXPENSES SO THAT RESIDENTS ARE NOT FORCED TO MOVE. | Desc |
| Total Program Service Expenses | $91,804,848 | 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 | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | 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 | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| 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 | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 133 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 479 | 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 | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | 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 |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARLIE SHOEMAKE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4152027800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1525 POST STREET | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94109 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (29 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| MICHELE STRATTON | |||||||||
| CHAIR | 0.70 | 0.30 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DIANNE SPAULDING | |||||||||
| VICE CHAIR | 0.70 | 0.30 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DAVID JAMISON | |||||||||
| BOARD MEMBER | 0.70 | 0.30 | Yes (X) | $0 | $0 | $0 | |||
| GARY FREEMAN | |||||||||
| BOARD MEMBER | 0.70 | 0.30 | Yes (X) | $0 | $0 | $0 | |||
| GAYLE S GEARY | |||||||||
| BOARD MEMBER (THRU 7/22) | 0.70 | 0.30 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD CORRIEA | |||||||||
| BOARD MEMBER | 0.70 | 0.30 | Yes (X) | $0 | $0 | $0 | |||
| MARIANNE LIM | |||||||||
| BOARD MEMBER | 0.70 | 0.30 | Yes (X) | $0 | $0 | $0 | |||
| NANCY HIROKO MAYEDA | |||||||||
| BOARD MEMBER (THRU 7/22) | 0.70 | 0.30 | Yes (X) | $0 | $0 | $0 | |||
| NEAL MCNAMARA | |||||||||
| BOARD MEMBER (THRU 7/22) | 0.70 | 0.30 | Yes (X) | $0 | $0 | $0 | |||
| PATRICIA LYNN | |||||||||
| BOARD MEMBER | 0.70 | 0.30 | Yes (X) | $0 | $0 | $0 | |||
| REX JAMISON MD | |||||||||
| BOARD MEMBER | 0.70 | 0.30 | Yes (X) | $0 | $0 | $0 | |||
| STEVEN H HERMAN | |||||||||
| BOARD MEMBER | 0.70 | 0.30 | Yes (X) | $0 | $0 | $0 | |||
| VAL AGOSTINO | |||||||||
| BOARD MEMBER | 0.70 | 0.30 | Yes (X) | $0 | $0 | $0 | |||
| SARA MCVEY | |||||||||
| PRESIDENT & CEO | 36.00 | 4.00 | Yes (X) | $624,833 | $0 | $34,537 | |||
| MARTHA ATWOOD | |||||||||
| CHIEF HR & COMPLIANCE OFFICER | 36.00 | 4.00 | Yes (X) | $314,153 | $0 | $46,272 | |||
| CHARLIE SHOEMAKE | |||||||||
| CHIEF FINANCIAL OFFICER | 36.00 | 4.00 | Yes (X) | $403,845 | $0 | $39,272 | |||
| DAVID LATINA | |||||||||
| CHIEF BUSINESS DEVELOPMENT OFFICER | 30.00 | 10.00 | $290,109 | $0 | $42,715 | Yes (X) | |||
| GLEN ALAN GODDARD | |||||||||
| EXECUTIVE DIRECTOR, SSF | 40.00 | $271,853 | $0 | $24,316 | Yes (X) | ||||
| STEVE HIEGER | |||||||||
| CHIEF INFORMATION SYSTEMS OFFICER | 40.00 | $274,513 | $0 | $34,400 | Yes (X) | ||||
| MARK MIZUHARA | |||||||||
| VP OF HUMAN RESOURCES | 40.00 | $236,451 | $0 | $8,962 | Yes (X) | ||||
| ELAINE LIAO | |||||||||
| CONTROLLER | 40.00 | $252,984 | $0 | $40,875 | Yes (X) | ||||
| PAUL FRIESEN | |||||||||
| EXECUTIVE DIRECTOR, TMP | 40.00 | $303,201 | $0 | $23,678 | Yes (X) | ||||
| RAY BOUDEWYN | |||||||||
| VP OF FACILITY MANAGEMENT | 40.00 | $208,833 | $0 | $31,940 | Yes (X) | ||||
| CALVIN GROENEWEG | |||||||||
| VP OF RISK MGMT & CLINICAL SERVICES | 40.00 | $175,667 | $0 | $30,803 | Yes (X) | ||||
| TERENCE TUMBALE | |||||||||
| ADMINISTRATOR, THE TAMALPAIS | 40.00 | $181,948 | $0 | $39,489 | Yes (X) | ||||
| SOURABH SING | |||||||||
| LVN | 40.00 | $180,579 | $0 | $17,763 | Yes (X) | ||||
| ZENAIDA LORETE | |||||||||
| DIRECTOR OF SALES - PV | 40.00 | $177,191 | $0 | $6,876 | Yes (X) | ||||
| JANINE TIMOTEO | |||||||||
| RN | 40.00 | $177,147 | $0 | $17,658 | Yes (X) | ||||
| SAMIR PATEL | |||||||||
| DIRECTOR OF BUSINESS DEVELOPMENT | 40.00 | $186,447 | $0 | $18,215 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,259,754 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $457,771 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 88 | 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 |
|---|---|---|---|---|---|
| C J REED CONSTRUCTION | |||||
| 1658 SEQUOIA DR | PETALUMA | CA | 94954 | CONSTRUCTION | $2,124,128 |
| PINNACLE BUILDING & DESIGN | |||||
| 5157 ABBEY DRIVE | FAIRFIELD | CA | 94534 | BUILDING & DESIGN | $1,099,037 |
| GREENBRIER DEVELOPMENT LLC | |||||
| 3232 MCKINNEY AVENUE | DALLAS | TX | 75204 | CONSTRUCTION | $478,592 |
| MOSS ADAMS | |||||
| PO BOX 101822 | PASADENA | CA | 91189 | AUDIT/ADVISORY/CONSULTING SERVICES | $456,600 |
| MEDICAL SOLUTIONS LLC | |||||
| PO BOX 310737 | DES MOINES | IA | 50331 | MEDICAL SOLUTIONS | $453,348 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 15 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $2,583,836 | RelatedOrganizationsAmt |
| Government Grants | $2,188,344 | GovernmentGrantsAmt |
| Total Contributions | $4,772,180 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MONTHLY CARE FEES | 623000 | $60,176,919 | $60,176,919 |
| FEES FOR SERVICE TO RESIDENTS | 623990 | $19,369,748 | $19,369,748 |
| AMORTIZATION OF ENTRANCE FEES | 623000 | $18,692,670 | $18,692,670 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $98,239,337 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,671,953 | TotalRevenueColumnAmt |
| Exclusion | $6,671,953 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $22,647,360 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $19,515,353 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,132,007 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,132,007 | TotalRevenueColumnAmt |
| Exclusion | $3,132,007 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900001 | BusinessCd |
| Total Revenue Column | $426,890 | TotalRevenueColumnAmt |
| Exclusion | $426,890 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $426,890 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $113,242,367 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $98,239,337 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $10,230,850 | 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 | $3,441,181 | TotalAmt |
| Management And General | $3,441,181 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,883,339 | TotalAmt |
| Program Services | $30,400,639 | ProgramServicesAmt |
| Management And General | $3,105,183 | ManagementAndGeneralAmt |
| Fundraising | $377,517 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$2,334,167 | TotalAmt |
| Program Services | -$849,501 | ProgramServicesAmt |
| Management And General | -$1,499,656 | ManagementAndGeneralAmt |
| Fundraising | $14,990 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,193,888 | TotalAmt |
| Program Services | $6,955,892 | ProgramServicesAmt |
| Management And General | $130,012 | ManagementAndGeneralAmt |
| Fundraising | $107,984 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,236,285 | TotalAmt |
| Program Services | $2,210,320 | ProgramServicesAmt |
| Fundraising | $25,965 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $398,312 | TotalAmt |
| Management And General | $398,312 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $838,205 | TotalAmt |
| Management And General | $838,205 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $338,100 | TotalAmt |
| Management And General | $338,100 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $262,444 | TotalAmt |
| Management And General | $262,444 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,795,340 | TotalAmt |
| Program Services | $27,173,328 | ProgramServicesAmt |
| Management And General | $622,012 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $225,852 | TotalAmt |
| Program Services | $225,852 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,701,704 | TotalAmt |
| Program Services | $2,605,764 | ProgramServicesAmt |
| Management And General | $95,940 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,250,195 | TotalAmt |
| Program Services | $1,235,298 | ProgramServicesAmt |
| Management And General | $14,897 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,278,193 | TotalAmt |
| Program Services | $4,908,024 | ProgramServicesAmt |
| Management And General | $370,169 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $116,367 | TotalAmt |
| Program Services | $114,280 | ProgramServicesAmt |
| Management And General | $2,087 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $331,774 | TotalAmt |
| Program Services | $289,683 | ProgramServicesAmt |
| Management And General | $42,091 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,449,118 | TotalAmt |
| Management And General | $2,449,118 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,298,999 | TotalAmt |
| Program Services | $11,298,999 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $630,454 | TotalAmt |
| Management And General | $630,454 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| REPAIR AND MAINTENANCE | $2,286,172 | $2,153,697 | $132,475 |
| FOOD | $725,915 | $725,915 | |
| OTHER TAXES AND LICENSE | $269,068 | $269,068 | |
| PUBLIC RELATIONS | $119,370 | $91,389 | $27,981 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,916,059 | TotalAmt |
| Program Services | $2,265,269 | ProgramServicesAmt |
| Management And General | $487,217 | ManagementAndGeneralAmt |
| Fundraising | $163,573 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $104,652,167 | TotalAmt |
| Program Services | $91,804,848 | ProgramServicesAmt |
| Management And General | $12,157,290 | ManagementAndGeneralAmt |
| Fundraising | $690,029 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,269,475 | BOYAmt |
| EOY | $9,254,987 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,458,999 | BOYAmt |
| EOY | $50,575,665 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $104,898,390 | BOYAmt |
| EOY | $104,898,390 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,584,099 | BOYAmt |
| EOY | $1,985,268 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $354,770,814 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $198,595,749 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $132,837,396 | BOYAmt |
| EOY | $156,175,065 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $101,775,617 | BOYAmt |
| EOY | $73,709,171 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,008,759 | BOYAmt |
| EOY | $12,029,358 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,679,836 | BOYAmt |
| EOY | $13,782,335 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $412,512,571 | BOYAmt |
| EOY | $422,410,239 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,591,960 | BOYAmt |
| EOY | $17,462,667 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $128,712,631 | BOYAmt |
| EOY | $138,580,664 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,677,891 | BOYAmt |
| EOY | $57,025,197 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,900,000 | BOYAmt |
| EOY | $2,000,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,660,718 | BOYAmt |
| EOY | $16,600,923 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $231,543,200 | BOYAmt |
| EOY | $231,669,451 | 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 | $180,969,371 | BOYAmt |
| EOY | $190,740,788 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $180,969,371 | BOYAmt |
| EOY | $190,740,788 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $412,512,571 | BOYAmt |
| EOY | $422,410,239 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $8,590,200 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$17,262,916 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | $106,540 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $18,337,593 | 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) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,576,949 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,450,617 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,676,737 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,012,831 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,772,180 | CurrentTaxYearAmt |
| Total | $27,489,314 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $68,698,598 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $66,850,554 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $84,594,159 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $97,871,261 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $98,239,337 | CurrentTaxYearAmt |
| Total | $416,253,909 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $73,275,547 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $78,301,171 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $89,270,896 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $99,884,092 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $103,011,517 | CurrentTaxYearAmt |
| Total | $443,743,223 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,095,420 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,634,924 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,814,415 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,134,449 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,583,836 | CurrentTaxYearAmt |
| Total | $9,263,044 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,095,420 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,634,924 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,814,415 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,134,449 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,583,836 | CurrentTaxYearAmt |
| Total | $9,263,044 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $434,480,179 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,872,569 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,455,784 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,060,364 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,733,261 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,671,953 | CurrentTaxYearAmt |
| Total | $30,793,931 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,872,569 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,455,784 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,060,364 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,733,261 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,671,953 | CurrentTaxYearAmt |
| Total | $30,793,931 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $83,376 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $72,850 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,196 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $957,809 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $426,890 | CurrentTaxYearAmt |
| Total | $1,551,121 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $78,231,492 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $82,829,805 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $96,341,456 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $108,575,162 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $110,110,360 | CurrentTaxYearAmt |
| Total | $476,088,275 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.91260 | PublicSupportCY509Pct |
| Public Support PY509 | 0.91260 | PublicSupportPY509Pct |
| Investment Income CY | 0.06470 | InvestmentIncomeCYPct |
| Investment Income PY | 0.06430 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER REVENUE - 2018 AMOUNT: $ 83,376. 2019 AMOUNT: $ 72,850. 2020 AMOUNT: $ 10,196. 2021 AMOUNT: $ 957,809. 2022 AMOUNT: $ 426,890. | ExplanationTxt |
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
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $15,521,486 | OtherCostOrOtherBasisAmt |
| Book Value | $15,521,486 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $271,010,508 | OtherCostOrOtherBasisAmt |
| Depreciation | $167,349,971 | DepreciationAmt |
| Book Value | $103,660,537 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $22,271,595 | OtherCostOrOtherBasisAmt |
| Depreciation | $14,494,294 | DepreciationAmt |
| Book Value | $7,777,301 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $45,967,225 | OtherCostOrOtherBasisAmt |
| Depreciation | $16,751,484 | DepreciationAmt |
| Book Value | $29,215,741 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $156,175,065 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| REFUNDABLE DEPOSITS | $68,793 |
| OTHER LONG TERM LIABILITIES | $16,532,130 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $16,600,923 | TotalLiabilityAmt |
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 | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (16 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SARA MCVEY | ||||||||||||||
| PRESIDENT & CEO | $521,548 | $0 | $100,800 | $0 | $2,485 | $0 | $23,190 | $0 | $11,347 | $0 | $659,370 | $0 | $0 | $0 |
| CHARLIE SHOEMAKE | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $328,850 | $0 | $58,300 | $0 | $16,695 | $0 | $15,471 | $0 | $23,801 | $0 | $443,117 | $0 | $0 | $0 |
| MARTHA ATWOOD | ||||||||||||||
| CHIEF HR & COMPLIANCE OFFICER | $259,359 | $0 | $48,800 | $0 | $5,994 | $0 | $11,813 | $0 | $34,459 | $0 | $360,425 | $0 | $0 | $0 |
| DAVID LATINA | ||||||||||||||
| CHIEF BUSINESS DEVELOPMENT OFFICER | $261,657 | $0 | $22,800 | $0 | $5,652 | $0 | $10,782 | $0 | $31,933 | $0 | $332,824 | $0 | $0 | $0 |
| PAUL FRIESEN | ||||||||||||||
| EXECUTIVE DIRECTOR, TMP | $244,642 | $0 | $25,500 | $0 | $33,059 | $0 | $0 | $0 | $23,678 | $0 | $326,879 | $0 | $0 | $0 |
| STEVE HIEGER | ||||||||||||||
| CHIEF INFORMATION SYSTEMS OFFICER | $226,959 | $0 | $35,800 | $0 | $11,754 | $0 | $10,599 | $0 | $23,801 | $0 | $308,913 | $0 | $0 | $0 |
| GLEN ALAN GODDARD | ||||||||||||||
| EXECUTIVE DIRECTOR, SSF | $236,154 | $0 | $30,500 | $0 | $5,199 | $0 | $10,144 | $0 | $14,172 | $0 | $296,169 | $0 | $0 | $0 |
| ELAINE LIAO | ||||||||||||||
| CONTROLLER | $198,829 | $0 | $35,800 | $0 | $18,355 | $0 | $8,405 | $0 | $32,470 | $0 | $293,859 | $0 | $0 | $0 |
| MARK MIZUHARA | ||||||||||||||
| VP OF HUMAN RESOURCES | $192,200 | $0 | $36,800 | $0 | $7,451 | $0 | $8,900 | $0 | $62 | $0 | $245,413 | $0 | $0 | $0 |
| RAY BOUDEWYN | ||||||||||||||
| VP OF FACILITY MANAGEMENT | $185,107 | $0 | $19,300 | $0 | $4,426 | $0 | $7,723 | $0 | $24,217 | $0 | $240,773 | $0 | $0 | $0 |
| TERENCE TUMBALE | ||||||||||||||
| ADMINISTRATOR, THE TAMALPAIS | $145,469 | $0 | $16,500 | $0 | $19,979 | $0 | $7,019 | $0 | $32,470 | $0 | $221,437 | $0 | $0 | $0 |
| CALVIN GROENEWEG | ||||||||||||||
| VP OF RISK MGMT & CLINICAL SERVICES | $145,316 | $0 | $17,800 | $0 | $12,551 | $0 | $7,002 | $0 | $23,801 | $0 | $206,470 | $0 | $0 | $0 |
| SAMIR PATEL | ||||||||||||||
| DIRECTOR OF BUSINESS DEVELOPMENT | $167,093 | $0 | $17,500 | $0 | $1,854 | $0 | $6,868 | $0 | $11,347 | $0 | $204,662 | $0 | $0 | $0 |
| SOURABH SING | ||||||||||||||
| LVN | $178,579 | $0 | $2,000 | $0 | $0 | $0 | $6,416 | $0 | $11,347 | $0 | $198,342 | $0 | $0 | $0 |
| JANINE TIMOTEO | ||||||||||||||
| RN | $174,847 | $0 | $2,300 | $0 | $0 | $0 | $6,311 | $0 | $11,347 | $0 | $194,805 | $0 | $0 | $0 |
| ZENAIDA LORETE | ||||||||||||||
| DIRECTOR OF SALES - PV | $125,151 | $0 | $50,000 | $0 | $2,040 | $0 | $6,360 | $0 | $516 | $0 | $184,067 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | THE NON-FIXED PAYMENTS ARE CONTRACTUALLY DRIVEN BY THE TERMS OF EMPLOYEE EMPLOYMENT AGREEMENTS. THESE ARE AWARDED AND ARE BASED UPON ACCOMPLISHMENT OF KEY DEPARTMENTAL OBJECTIVES AND ARE NOT BASED ON REVENUE OR NET INCOME METRICS. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIFORNIA HEALTH FACILITIES FINANCING AUTHORITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 521643828 | BondIssuerEIN |
| CUSIP | 13033L7N1 | CUSIPNum |
| Bond Issued | 2015-04-15 | BondIssuedDt |
| Issue Price | $70,844,640 | IssuePriceAmt |
| Purpose | TO IMPROVE FACILITIES & REFUND | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $8,875,000 | RetiredAmt |
| Total Proceeds | $71,349,973 | TotalProceedsAmt |
| In Reserve Fund | $4,039,775 | InReserveFundAmt |
| Capitalized Interest | $132,560 | CapitalizedInterestAmt |
| Issuance Costs From Proceeds | $888,676 | IssuanceCostsFromProceedsAmt |
| Credit Enhancement | $2,122,766 | CreditEnhancementAmt |
| Capital Expenditures | $14,515,917 | CapitalExpendituresAmt |
| Other Spent Proceeds | $49,137,364 | OtherSpentProceedsAmt |
| Unspent | $512,916 | UnspentAmt |
| Substantial Completion | 2020 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | Yes (1) | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | Yes (1) | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | Yes (1) | MgmtContractBondFincdPropInd |
| Engage Bond Counsel Contracts | Yes (1) | EngageBondCounselContractsInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.01000 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.00000 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.01000 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | Yes (1) | ExceptionToRebateInd |
| No Rebate Due | Yes (1) | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE K, PART I, COLUMN (F): | THE BOND ISSUE REFUNDS THE SERIES 2004 (ISSUED 09/15/04) AND THE SERIES 1998 (ISSUED 07/29/98). |
| SCHEDULE K, PART II, LINE 3: | THE TOTAL PROCEEDS SHOWN IN PART II, LINE 3 DIFFERS FROM THE ISSUE PRICE SHOWN IN PART I, (E) DUE TO INTEREST EARNINGS ON INVESTED PROCEEDS. |
| SCHEDULE K, PART III, LINE 7: | AS PROVIDED IN TREASURY REGULATION SECTION 1.141-4(C)(2)(I)(B), THE AMOUNT OF PRIVATE PAYMENTS TAKEN INTO ACCOUNT UNDER THE PRIVATE SECURITY OR PAYMENT TEST MAY NOT EXCEED THE AMOUNT OF PRIVATE BUSINESS USE AND/OR UNRELATED TRADE OR BUSINESS USE. ACCORDINGLY, THE AMOUNT OF PRIVATE PAYMENTS FOR THE REPORTING PERIOD DOES NOT EXCEED THE AMOUNT STATED IN PART III, LINE 6. THE ORGANIZATION HAS NOT UNDERTAKEN AN ANALYSIS OF THE PRIVATE SECURITY OR PAYMENT TEST WITH RESPECT TO THE BONDS, AS THE LEVEL OF PRIVATE BUSINESS USE AND/OR UNRELATED TRADE OR BUSINESS USE REPORTED IN PART III, LINE 6 IS NOT IN EXCESS OF AMOUNTS PERMITTED UNDER SECTION 145 OF THE CODE. |
| SCHEDULE K, PART IV, LINE 2(B): | THE CURRENT REFUNDING PORTION OF THE BOND ISSUE MEETS THE 6-MONTH SPENDING EXCEPTION. |
| SCHEDULE K, PART IV, LINE 2(C): | NO REBATE DUE PER BLX INTERIM ARBITRAGE REBATE ANALYSIS DATED MAY 13, 2020. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 4 | THE SEQUOIA LIVING BYLAWS HAVE BEEN REVISED TO INCORPORATE POLICY CHANGES TO MAKE THE BYLAWS CONSISTENT WITH CURRENT PRACTICES AND TO PROVIDE CLEARER GUIDANCE TO THE BOARD. BELOW IS A SUMMARY OF THE SIGNIFICANT CHANGES. BOARD CHANGES: - RESIDENT BOARD MEMBER: ADDS A PROVISION REGARDING ELECTING A RESIDENT BOARD MEMBER. - CCRC REPRESENTATIVES: ADDS A PROVISION DESCRIBING THE CCRC RESIDENT REPRESENTATIVES. - SSNC: CLARIFIES THAT SSNC IS A SUBSIDIARY OF SL AND THAT ITS BOARD CHAIR, AS WELL AS THOSE OF OTHER SUBSIDIARIES, MUST BE A SITTING MEMBER OF THE SL BOARD OF DIRECTORS. - OFFICER TERMS: PROVIDES THAT THE BOARD CHAIR AND THE VICE-CHAIR WILL HAVE TWO YEAR TERMS, AND THAT THE CHAIR MAY CONTINUE ON THE BOARD FOR AN ADDITIONAL ONE YEAR AFTER EXPIRATION OF HIS/HER THIRD BOARD TERM EITHER TO COMPLETE HIS/HER TERM AS CHAIR OR TO PROVIDE CONTINUITY. - REMOVAL OF A DIRECTOR: CLARIFIES WHEN A DIRECTOR CAN BE EXCUSED FOR MISSING BOARD MEETINGS. - TASK FORCES: ADDS A PROVISION DESCRIBING TASK FORCES AND HOW THEY ARE FORMED. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED BY MOSS ADAMS, LLP, BASED ON THE INFORMATION PROVIDED BY THE ORGANIZATION'S STAFF. PRIOR TO FILING, THE FORM 990 IS DISTRIBUTED TO ALL MEMBERS OF THE BOARD OF DIRECTORS AND REVIEWED BY THE AUDIT & COMPLIANCE COMMITTEE OF THE BOARD OF DIRECTORS. ONCE THE FORM 990 IS APPROVED BY THE COMMITTEE, MOSS ADAMS, LLP SIGNS AS PREPARER AND THE CHIEF FINANCIAL OFFICER SIGNS ON BEHALF OF THE ORGANIZATION. |
| FORM 990, PART VI, SECTION B, LINE 12C | SEQUOIA LIVING, INC. ANNUALLY REVIEWS ANY CONFLICT DISCLOSED BY ITS BOARD MEMBERS. ANY QUESTIONS THAT ARISE REGARDING POTENTIAL CONFLICT ARE ADDRESSED IMMEDIATELY. BOARD MEMBERS WHO HAVE A CONFLICT OF INTEREST DO NOT VOTE ON ANY MATTER RELATED TO THE ISSUE FOR WHICH THEY HAVE THE CONFLICT. |
| FORM 990, PART VI, SECTION B, LINE 15 | SALARY RANGES ARE ESTABLISHED FOR EACH MANAGEMENT POSITION. THE SALARY RANGES ARE INTENDED TO BE COMPETITIVE WITH SIMILAR ORGANIZATIONS AND ADEQUATE TO ATTRACT HIGHLY QUALIFIED MANAGEMENT STAFF. THE SALARY RANGES ARE REVIEWED AT LEAST EVERY THREE YEARS BY THE PERSONNEL COMMITTEE, WHICH THEN RECOMMENDS ANY ADJUSTMENTS TO THE BOARD. THE PRESIDENT/CEO GENERALLY PERFORMS SALARY REVIEWS OF MANAGEMENT STAFF SIMULTANEOUSLY WITH THEIR ANNUAL PERFORMANCE REVIEWS. THE PRESIDENT/CEO'S PERFORMANCE AND SALARY REVIEWS ARE PERFORMED ANNUALLY BY THE PERSONNEL COMMITTEE, WHICH THEN REPORTS ITS RESULTS TO THE BOARD. THE PRESIDENT/CEO IS RESPONSIBLE FOR RECOMMENDING SALARY ADJUSTMENTS FOR OTHER MANAGEMENT STAFF TO THE PERSONNEL COMMITTEE FOR APPROVAL BASED ON TEH ORGANIZATION'S COMPENSATION PROGRAM. THE PERSONNEL COMMITTEE REPORTS ITS RECOMMENDATION FOR THE PRESIDENT/CEO'S SALARY ADJUSTMENTS ALONG WITH ANY APPROVED ADJUSTMENTS FOR OTHER MANAGEMENT STAFF TO THE BOARD. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS AND THE CONFLICT OF INTEREST POLICY ARE NOT MADE AVAILABLE TO THE PUBLIC. THE FINANCIAL STATEMENTS AND THE FORM 990 ARE AVAILABLE THROUGH THE SEQUOIA LIVING, INC'S WEBSITE. SEQUOIA LIVING ALSO MAKES THESE DOCUMENTS AVAILABLE UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | TEMPORARY LABOR: PROGRAM SERVICE EXPENSES 1,213,846. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,213,846. SECURITY SERVICES: PROGRAM SERVICE EXPENSES 1,407,501. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,407,501. LAUNDRY: PROGRAM SERVICE EXPENSES 123,137. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 123,137. OTHER OUTSIDE SERVICES: PROGRAM SERVICE EXPENSES 1,001,786. MANAGEMENT AND GENERAL EXPENSES 622,012. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,623,798. MEDICAL CARE: PROGRAM SERVICE EXPENSES 4,073,099. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,073,099. CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 19,353,959. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 19,353,959. |
| FORM 990, PART XI, LINE 9: | CHANGE IN MINIMUM PENSION LIABILITY 9,794,627. CORPORATE ALLOCATIONS 9,274,899. ELIMINATE RESIDENT SERVICES -700,916. ELIMINATE OFFICE RENTAL INCOME BETWEEN SL & SSF 249,996. ELIMINATE RENTAL EXPENSE CHARGED TO CORPORATE BY SSF -281,013. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| WPA LLC | |||||||||
| 1525 POST STREET | SAN FRANCISCO | CA | 94109 | 462285501 | PROPERTY MANAGEMENT | CA | $511 | $1,672 | SEQUOIA LIVING INC |
| TPT LLC | |||||||||
| 1525 POST STREET | SAN FRANCISCO | CA | 94109 | 473918148 | PROPERTY MANAGEMENT | CA | $432 | $0 | SEQUOIA LIVING INC |
| EPA LLC | |||||||||
| 1525 POST STREET | SAN FRANCISCO | CA | 94109 | 831998058 | PROPERTY MANAGEMENT | CA | $665 | $12,000,000 | SEQUOIA LIVING INC |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| SENIOR SERVICES FOR NORTHERN CALIFORNIA | ||||||||||
| 1525 POST STREET | SAN FRANCISCO | CA | 94109 | 946615829 | SUPPORT SEQUOIA LIVING | CA | 501(C)(3) | LINE 12A, I | SEQUOIA LIVING INC | Yes (1) |
| NCPHS COMMUNITY SERVICES | ||||||||||
| 1525 POST STREET | SAN FRANCISCO | CA | 94109 | 452355370 | COMMUNITY SVC | CA | 501(C)(3) | LINE 12A, I | SEQUOIA LIVING INC | Yes (1) |
| SAN FRANCISCO SENIOR CENTER | ||||||||||
| 890 BEACH STREET | SAN FRANCISCO | CA | 94109 | 941212136 | COMMUNITY SVC | CA | 501(C)(3) | LINE 7 | SEQUOIA LIVING INC | Yes (1) |
| VIAMONTE SENIOR LIVING 1 INC | ||||||||||
| 1525 POST STREET | SAN FRANCISCO | CA | 94109 | 812951897 | ELDERLY CARE | CA | 501(C)(3) | LINE 10 | SEQUOIA LIVING INC | Yes (1) |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| EASTERN PARK APARTMENTS LP | |||||||||||||
| 1525 POST STREET | SAN FRANCISCO | CA | 94109 | 831986925 | REAL ESTATE | CA | SEQUOIA LIVING INC | RELATED | -$235 | $158,312,320 | 0 | Yes (1) | 0.00010 |
| TOWN PARK TOWERS LP | |||||||||||||
| 1525 POST STREET | SAN FRANCISCO | CA | 94109 | 473918148 | REAL ESTATE | CA | SEQUOIA LIVING INC | RELATED | $17,238 | $29,064,913 | 0 | Yes (1) | 0.00010 |
| WESTERN PARK APARTMENTS LP | |||||||||||||
| 1525 POST STREET | SAN FRANCISCO | CA | 94109 | 462285501 | REAL ESTATE | CA | SEQUOIA LIVING INC | RELATED | $1,195 | $25,746,863 | 0 | Yes (1) | 0.00010 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SL SENIOR VENTURES LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1525 POST STREET | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 261847720 | EIN |
| Primary Activities | PROPERTY MANAGEMENT | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEQUOIA LIVING INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C | EntityTypeTxt |
| Share Of Total Income | $232,564 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $501,725 | ShareOfEOYAssetsAmt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | 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 | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | 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 | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| SENIOR SERVICES FOR NORTHERN CALIFORNIA | ||
| C | $2,583,836 | FMV |
| SL SENIOR VENTURES LLC | ||
| Q | $600,000 | FMV |
| VIAMONTE SENIOR LIVING INC | ||
| Q | $8,010,000 | FMV |