2022-11-14T06:38:41-06:00 2021-12-31 390859910 BAKER TILLY US LLP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2021-01-01 260650298 HUMANGOOD FRESNO HUMA 9259247100 1900 HUNTINGTON DRIVE DUARTE CA 91010 ANDREW MCDONALD CFO 9259247100 2022-11-06 1 ANDREW MCDONALD 999009999 KERRI N BOGDA CPA P00760402 7177404863 X 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z TERRACES AT SAN JOAQUIN GARDENS JOHN H COCHRANE III 1900 HUNTINGTON DRIVE DUARTE CA 91010 36167045 0 X WWW.HUMANGOOD.ORG X 2007 CA TO HELP OLDER ADULTS LIVE THEIR BEST LIVES POSSIBLE, HOWEVER THEY DEFINE IT. 9 1 406 1 0 0 1192315 368768 28689870 30112910 676134 153717 116448 178816 30674767 30814211 0 0 0 0 11590308 12364558 0 0 0 19238907 17706666 30829215 30071224 -154448 742987 99672349 99958177 140192494 139912447 -40520145 -39954270 X AT HUMANGOOD WE BELIEVE EVERYONE SHOULD HAVE THE OPPORTUNITY TO LIVE WITH ENTHUSIASM, CONFIDENCE AND SECURITY, REGARDLESS OF PHYSICAL, SOCIAL, OR ECONOMIC CIRCUMSTANCES. AND WHEN WE SAY EVERYONE, WE MEAN EVERYONE - INCLUDING YOU. CONTINUED ON SCHEDULE O.BECAUSE WE BELIEVE THIS, OUR MISSION IS TO INSPIRE YOUR BEST LIFE.WE DO THAT BY WORKING HAND-IN-HAND TO CREATE EXPERIENCES THAT MATTER TO YOU. 0 0 27057806 0 30112910 HUMANGOOD FRESNO DBA TERRACES AT SAN JOAQUIN GARDENS IS A LIFE PLAN COMMUNITY (FORMERLY CONTINUING CARE RETIREMENT COMMUNITY) THAT PROVIDES HOUSING AND HEALTH CARE FOR THE ELDERLY. DIRECT RESIDENT CARE FOR SENIORS INCLUDES INDEPENDENT LIVING, ASSISTED LIVING, MEMORY CARE, NURSING, AND HOME CARE. IT ALSO PROVIDES OUTREACH AND WELLNESS SERVICES INCLUDING MEALS PROGRAM, HOUSEKEEPING, MAINTENANCE AND ACTIVITIES. 27057806 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 29 0 406 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 1 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X X ANDREW MCDONALD CFO 9259247196 1900 HUNTINGTON DRIVE DUARTE CA 91010 X RANDALL L STAMPER CHAIR 0.50 15.70 X X 0 73000 0 ALBERT W KELLEY VICE CHAIR 0.50 10.60 X X 0 63000 0 H DECLAN BROWN SECRETARY 0.50 13.20 X X 0 63000 0 JUDITH BAKER DIRECTOR 0.50 10.60 X 0 63000 0 REV MICHELLE HOLMES DIRECTOR 0.50 11.20 X 0 63000 0 WILLIAM BATTISON DIRECTOR 0.50 9.60 X 0 63000 0 ALAN GRIFFITH DIRECTOR 0.50 11.30 X 0 63000 0 PAMELA S CLAASSEN DIRECTOR/FORMER CFO** 0.50 X 0 122473 121 GLORIA KUNZ DIRECTOR 0.50 X 0 0 0 JOHN H COCHRANE III CHIEF EXECUTIVE OFFICER 1.50 38.50 X 0 645511 25672 DANIEL OGUS CHIEF OPERATIONS OFFICER 1.50 38.50 X 0 530748 31801 FLEMING MENG CHIEF INFORMATION OFFICER 1.50 38.50 X 0 353484 33191 ANDREW MCDONALD CHIEF FINANCIAL OFFICER 2.00 38.00 X 0 354675 31380 BETHANY GHASSEMI CHIEF LEGAL OFFICER 2.00 38.00 X 0 281269 13919 TROY KEACH VP HUMAN RESOURCES (UNTIL 8/31/21) 2.00 38.00 X 0 223650 6825 DENNIS GRADILLAS VP SALES 2.00 38.00 X 0 318149 34955 GREGORY BEARCE VP REGIONAL OPERATIONS 3.00 37.00 X 0 234617 17143 TARA MCGUINNESS VP REGIONAL OPERATIONS 3.00 37.00 X 0 247503 25585 TYLER ICHIEN VP REGIONAL OPERATIONS 3.00 37.00 X 0 236542 30402 JESSICA LOPEZ VP REGIONAL OPERATIONS 3.00 37.00 X 0 208809 12124 JAMES PARK VP COMMUNICATIONS 3.00 37.00 X 0 197688 24384 LISA HOLLAND VP REGIONAL OPERATIONS 3.00 37.00 X 0 220518 23035 MARC HERRERA VP HEALTHCARE & QUALITY 3.00 37.00 X 0 244313 27697 SUZANNE NAGEL VP MARKETING 3.00 37.00 X 0 190965 28930 JULIE WHITESIDE HEALTH ADMINISTRATOR 40.00 X 153625 0 22092 SHAUN RUSHFORTH EXECUTIVE DIRECTOR 40.00 X 164787 0 18292 BALWINDER K SINGH DIRECTOR NURSING 40.00 X 149000 0 20672 ALEXIS R CASE DIRECTOR SALES 40.00 X 123046 0 5798 VALERIE N EPPS DIRECTOR WELLNESS 40.00 X 118600 0 23934 709058 5061914 457952 7 0 1 0 HUMANGOOD NORCAL 1900 HUNTINGTON DR DUARTE CA 91010 MANAGEMENT SERVICES 8479501 MORRISON MANAGEMENT SPECIALISTS PO BOX 102289 ATLANTA GA 303682289 DINING SERVICES 2374285 BARKEN DEVELOPMENT & CONSTRUCTION INC 5493 E OLIVE AVE FRESNO CA 937272541 CONSTRUCTION SERVICES 1334940 CONSONUS REHAB PO BOX 511204 LOS ANGELES CA 900512997 THERAPY SERVICES 738642 MCKEAND CONSTRUCTION 50 S MAIN ST SOUTHPORT IN 46227 CONSTRUCTION SERVICES 136054 7 257962 110806 368768 RESIDENT SERVICE FEES 623990 25757709 25757709 AMORTIZATION OF ENTRANCE FEE 623990 4355201 4355201 30112910 104851 104851 5401700 5352834 48866 48866 48866 BEAUTY & BARBER 900099 102058 102058 GUEST/EMPLOYEE MEALS 900099 31390 31390 RESIDENT UPGRADES 900099 20988 20988 24380 24380 178816 30814211 30112910 0 332533 9872244 9421212 451032 176248 168196 8052 1270097 1212070 58027 1045969 998182 47787 2083740 2083740 3356 3356 30768 30768 2586 2586 24895 24895 850185 811118 39067 651807 651807 83467 71148 12319 3567792 3567792 97979 87607 10372 7711 7226 485 4712075 4712075 413999 413999 SUPPLIES 2486451 2432093 54358 ANCILLARY SERVICES 1315953 1315953 COVID EXPENSES 414983 414983 REPAIRS & MAINTENANCE 398945 398945 559974 373400 186574 30071224 27057806 3013418 0 1884179 5268800 15888757 15853397 527665 836430 54281 54281 1266481 223576 125996565 48331727 80046998 77664838 3988 3988 0 52867 99672349 99958177 9297749 1692175 19540474 44542931 43840413 1813761 86351814 73025624 140192494 139912447 X -40520145 -39954270 -40520145 -39954270 99672349 99958177 742987 -177112 0 X 1 X 1 X 1 1 1 X 157080 200690 195804 1192315 368768 2114657 26006060 27201209 28882969 28689870 30112910 140893018 26163140 27401899 29078773 29882185 30481678 143007675 0 0 0 143007675 107560 280186 361769 319865 104851 1174231 107560 280186 361769 319865 104851 1174231 404964 348805 116448 178816 1049033 26270700 28087049 29789347 30318498 30765345 145230939 0.98470 0.98390 0.00810 0.00890 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2018 AMOUNT: $ 404,964. 2019 AMOUNT: $ 348,805. 2020 AMOUNT: $ 116,448. 2021 AMOUNT: $ 178,816. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 2586 2586 0 PART II-B, LINE 1: THE ORGANIZATION PAYS DUES TO LEADINGAGE NATIONAL AND LEADINGAGE CALIFORNIA, A PORTION OF WHICH IS USED FOR LOBBYING ACTIVITIES. 331776 331776 117431873 43415583 74016290 3707885 2505134 1202751 4525031 2411010 2114021 77664838 DEPOSITS 94375 ENTRANCE FEES - REBATABLE 30817352 ENTRANCE FEES - REFUNDABLE 6501514 ENTRANCE FEES - NONREFUNDABLE 18148128 OTHER LIABILITIES 43437 NOTE PAYABLE TO AFFILIATE 17420818 73025624 X 30612204 -177112 -24895 -202007 30814211 0 30814211 30046329 0 30046329 24895 24895 30071224 PART X, LINE 2: THE ORGANIZATION ASSESSES UNCERTAIN TAX POSITIONS IN ACCORDANCE WITH THE PROVISIONS OF THE FASB ASC TOPIC 740-10, INCOME TAXES. THE ORGANIZATION RECOGNIZES THE TAX BENEFIT FROM UNCERTAIN TAX POSITIONS ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITIONS WILL BE SUSTAINED ON EXAMINATION BY THE TAX AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFIT IS MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. AS OF DECEMBER 31, 2021, AND 2020, AND FOR THE YEAR ENDED DECEMBER 31, 2021, THERE WERE NO SUCH UNCERTAIN TAX POSITIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES NETTED AGAINST REVENUE ON FINANCIALS -24,895. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES NETTED AGAINST REVENUE ON FINANCIALS 24,895. 0 1 0 0 0 0 0 1 0 JOHN H COCHRANE III CHIEF EXECUTIVE OFFICER 0 499990 0 118748 0 26773 0 10164 0 15508 0 671183 0 0 DANIEL OGUS CHIEF OPERATIONS OFFICER 0 410000 0 82000 0 38748 0 11225 0 20576 0 562549 0 0 FLEMING MENG CHIEF INFORMATION OFFICER 0 306234 0 47250 0 0 0 14076 0 19115 0 386675 0 0 ANDREW MCDONALD CHIEF FINANCIAL OFFICER 0 310385 0 37125 0 7165 0 12290 0 19090 0 386055 0 0 DENNIS GRADILLAS VP SALES 0 211371 0 105686 0 1092 0 15435 0 19520 0 353104 0 0 BETHANY GHASSEMI CHIEF LEGAL OFFICER 0 236431 0 25492 0 19346 0 12454 0 1465 0 295188 0 0 TARA MCGUINNESS VP REGIONAL OPERATIONS 0 216850 0 18975 0 11678 0 11223 0 14362 0 273088 0 0 MARC HERRERA VP HEALTHCARE & QUALITY 0 213202 0 18655 0 12456 0 13325 0 14372 0 272010 0 0 TYLER ICHIEN VP REGIONAL OPERATIONS 0 209810 0 26732 0 0 0 11096 0 19306 0 266944 0 0 GREGORY BEARCE VP REGIONAL OPERATIONS 0 200000 0 22500 0 12117 0 8783 0 8360 0 251760 0 0 LISA HOLLAND VP REGIONAL OPERATIONS 0 189992 0 21375 0 9151 0 8693 0 14342 0 243553 0 0 TROY KEACH VP HUMAN RESOURCES (UNTIL 8/31/21) 0 165035 0 36364 0 22251 0 5644 0 1181 0 230475 0 0 JAMES PARK VP COMMUNICATIONS 0 175192 0 19125 0 3371 0 10233 0 14151 0 222072 0 0 JESSICA LOPEZ VP REGIONAL OPERATIONS 0 182000 0 20475 0 6334 0 10229 0 1895 0 220933 0 0 SUZANNE NAGEL VP MARKETING 0 175479 0 15486 0 0 0 9805 0 19125 0 219895 0 0 SHAUN RUSHFORTH EXECUTIVE DIRECTOR 154887 0 9900 0 0 0 0 0 18292 0 183079 0 0 0 JULIE WHITESIDE HEALTH ADMINISTRATOR 139592 0 13959 0 74 0 7645 0 14447 0 175717 0 0 0 BALWINDER K SINGH DIRECTOR NURSING 130514 0 8483 0 10003 0 6965 0 13707 0 169672 0 0 0 PART I, LINE 3 COMPENSATION WAS DETERMINED BY HUMANGOOD NORCAL USING THE FOLLOWING: COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, FORM 990 OF OTHER ORGANIZATIONS, COMPENSATION SURVEY/STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. PART I, LINE 4B A SEPARATE IRC 457(F) PLAN WAS ESTABLISHED FOR CERTAIN KEY EXECUTIVE LEADERSHIP WHEREBY THE PLAN WILL FUND BASED ON PREDETERMINED ANNUAL CONTRIBUTIONS AND EARN A RETURN EQUAL TO THE CONSUMER PRICE INDEX RATE PLUS 2.5 PERCENT WITH A CAP OF 6.0 PERCENT. PART I, LINE 7 INCENTIVE COMPENSATION: EXECUTIVE DIRECTORS, REGIONAL MANAGERS AND SENIOR MANAGEMENT ARE ELIGIBLE FOR INCENTIVE COMPENSATION. IN ADVANCE OF THE CALENDAR YEAR TO WHICH INCENTIVE COMPENSATION APPLIES, GOALS ARE SET FOR EACH INDIVIDUAL THAT ALIGN WITH THE STRATEGIC AND OPERATIONAL OBJECTIVES OF THE ORGANIZATION. THE GOALS OF THE CEO AND EXECUTIVE TEAM ARE REVIEWED BY THE BOARD COMPENSATION COMMITTEE. BEFORE ANY PAYMENT IS EARNED, THE INCENTIVE POOL MUST BE FUNDED FROM EXCEEDING BUDGETED NET CASH PRODUCTION ARISING FROM THE SUM OF OPERATIONAL PERFORMANCE AND NET TURNOVER ENTRANCE FEES, AND IS SUBJECT TO A CAP. THE ATTAINMENT OF EACH INCENTIVE GOAL IS ASSESSED BY EACH TEAM MEMBER'S SUPERVISOR AND ULTIMATELY REVIEWED BY THE CEO PRIOR TO AWARD. IF THE INCENTIVE POOL IS PARTIALLY FUNDED, THE PARTIAL PERCENTAGE IS APPLIED TO THE POTENTIAL AWARD FOR EACH MEMBER'S ATTAINED GOALS. A CALIFORNIA STATEWIDE COMMUNITIES DEVELOPMENT AUTHORITY 680164610 13080SGV0 2015-05-28 13222365 SEE PART VI 0 0 0 B CALIFORNIA MUNICIPAL FINANCE AUTHORITY 201563466 13048VLB2 2019-08-21 7168744 SEE PART VI 0 0 0 C CALIFORNIA MUNICIPAL FINANCE AUTHORITY 201563466 13048VXL7 2021-09-29 4004431 SEE PART VI 0 0 0 A 2752414 13222365 13222365 2015 1 0 1 1 B 7194286 41216 299949 5881289 971831 1 0 0 1 C 4004581 44032 3960550 0 0 0 1 A 0 0 1 1 0 0.01000 0.00000 0.01000 0 0 1 B 0 0 1 1 0 0.01000 0.00000 0.01000 0 0 1 C 0 0 1 1 0 0.01000 0.00000 0.01000 0 0 1 A 0 0 0 1 0 0 0 0 1 B 0 1 1 0 0 0 0 0 1 C 0 1 0 0 0 0 0 0 1 A 1 B 1 C 1 DATE REBATE COMPUTATION PERFORMED ISSUER NAME: CALIFORNIA STATEWIDE COMMUNITIES DEVELOPMENT AUTHORITY DATE THE REBATE COMPUTATION WAS PERFORMED: 04/30/2021 SCHEDULE K, PART I, COLUMN F: BOND ISSUE: CALIFORNIA STATEWIDE COMMUNITIES DEVELOPMENT AUTHORITY 05/28/15 ISSUE PURPOSE: REFUND PRIOR ISSUE (9/26/06) BOND ISSUE: CALIFORNIA MUNICIPAL FINANCE AUTHORITY 08/21/19 ISSUE PURPOSE: CONSTRUCT AND EQUIP FACILITY AND REFUND PRIOR ISSUES (08/18/09 AND 2/24/10) BOND ISSUE: CALIFORNIA MUNICIPAL FINANCE AUTHORITY 09/29/21 ISSUE PURPOSE: CONSTRUCT FACILITY SCHEDULE K, PART I, BOND ISSUES: HUMANGOOD FRESNO IS PART OF THE OBLIGATED GROUP ALONG WITH HUMANGOOD NORCAL AND SOCAL FOR THE BONDS: PART I LINE A - TOTAL ISSUE PRICE PER IRS FORM 8038 - $55, 845,517, ALLOCATED BETWEEN 2 ORGANIZATIONS. PART I LINE B - TOTAL ISSUE PRICE PER IRS FORM 8038 - $157,738,992, ALLOCATED BETWEEN 3 ORGANIZATIONS. PART I LINE C - TOTAL ISSUE PRICE PER IRS FORM 8038 - $133,481,022, ALLOCATED BETWEEN 3 ORGANIZATIONS. SCHEDULE K, PART II, LINE 3 PROCEEDS: THE TOTAL PROCEEDS DO NOT AGREE TO THE ISSUE PRICE IN PART I, COLUMN (E) DUE TO INVESTMENT EARNINGS/MARKET VALUE FLUCTUATIONS. SCHEDULE K, PART III, LINE 4: ANSWER TO PART III LINE 4 INCLUDES A CONSERVATIVE PERCENTAGE OF 1%. ACTUAL PRIVATE BUSINESS USE CALCULATION %S WOULD FALL SHORT OF THAT PERCENTAGE. SCHEDULE K, PART IV, ARBITRAGE, LINE 2C: NOTE REGARDING THE REBATE COMPUTATION ON 4/30/21: SINCE THE BOND PROCEEDS HAVE BEEN SPENT AND THE DEBT SERVICE FUND WAS OPERATED ON A BONA FIDE BASIS, NO FURTHER REBATE CALCULATIONS ARE NECESSARY. FORM 990, PART VI, SECTION A, LINE 3 HUMANGOOD NORCAL, A RELATED 501(C)(3) ORGANIZATION, PROVIDES MANAGEMENT SERVICES TO HUMANGOOD FRESNO. FORM 990, PART VI, SECTION A, LINE 6 HUMANGOOD IS A CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION EXEMPT UNDER IRC 501(C)(3) AND IS THE SOLE MEMBER EFFECTIVE 5/1/2016. FORM 990, PART VI, SECTION A, LINE 7A AS THE SOLE MEMBER, HUMANGOOD (EFFECTIVE 5/1/2016) EXERCISES DISCRETION AND CONTROL THROUGH THE APPOINTMENT OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B THE FOLLOWING TRANSACTIONS REQUIRE APPROVAL BY THE MEMBERS: A) MERGER, CONSOLIDATION OR DISSOLUTION OF THE CORPORATION; B) AMENDMENT, REPEAL, OR RESTATEMENT OF THE ARTICLES OF INCORPORATION OR BYLAWS; C) AGGREGATE BORROWING FOR ANY PURPOSE IN EXCESS OF $1,000,000; D) PURCHASE, SALE, LEASE, DISPOSITION, HYPOTHECATION, EXCHANGE, GIFT, PLEDGE, ENCUMBRANCE OR MORTGAGE OF ANY REAL PROPERTY, AND OF ANY PERSONAL PROPERTY WITH A VALUE IN EXCESS OF $1,000,000; E) APPOINTMENT OF THE INDEPENDENT AUDITOR. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE CFO AND FURNISHED TO THE BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C EVERY YEAR, THE ORGANIZATION'S DIRECTORS AND OFFICERS ARE ASKED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE ALONG WITH A STATEMENT OF COMMITMENT. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, DIRECTORS AND OFFICERS MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS RELATED THERETO TO THE DIRECTORS AND MEMBERS OF COMMITTEES. A VOTE IS TAKEN OUTSIDE THE PRESENCE OF THE INDIVIDUAL IN QUESTION TO DETERMINE IF AN ACTUAL CONFLICT EXISTS.IF THE BOARD OR COMMITTEE HAS REASONABLE CAUSE TO BELIEVE A MEMBER HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT SHALL INFORM THE MEMBER OF THE BASIS FOR SUCH BELIEF AND AFFORD THE MEMBER AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. IF, AFTER HEARING THE RESPONSE OF THE MEMBER, THE BOARD OR COMMITTEE DETERMINES THAT THE MEMBER HAS IN FACT FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION OF THE PRESIDENT, COO AND CFO OF HUMANGOOD IS REVIEWED ANNUALLY FOR MARKET COMPETITIVENESS BY A COMPENSATION COMMITTEE OF THE HUMANGOOD BOARD. COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES IS REVIEWED BY THE CEO WITH DISCLOSURE TO THE COMPENSATION COMMITTEE. THE HUMANGOOD BOARD MEMBERS AND PRESIDENT ARE INDEPENDENT WITH RESPECT TO THE INDIVIDUALS WHOSE COMPENSATION IS BEING REVIEWED, THE HUMANGOOD BOARD AND PRESIDENT RELY UPON WAGE AND SALARY STUDIES AND/OR REGULAR REVIEW BY A COMPENSATION CONSULTANT TO PROVIDE COMPARABLE SALARY DATA FOR THEIR CONSIDERATION. DECISIONS REGARDING COMPENSATION ARE DOCUMENTED ON A CONTEMPORANEOUS BASIS. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE FOR INSPECTION UPON REQUEST. FINANCIAL AND OTHER DATA IS AVAILABLE ON THE ORGANIZATION'S WEBSITE, HUMANGOOD.ORG. FORM 990, PART VII, SECTION A: CERTAIN BOARD MEMBERS RECEIVED A STIPEND FOR 2021 FOR THEIR BOARD AND COMMITTEE WORK RELATED TO HUMANGOOD. NO COMPENSATION IS PAID TO ANY BOARD MEMBERS FOR THEIR ROLE ON THE HUMANGOOD FRESNO BOARD. BOARD STIPENDS: COMMENCING TWO YEARS AFTER THE MAY 1, 2016 AFFILIATION OF HUMANGOOD NORCAL AND HUMANGOOD SOCAL, THE SEVEN-MEMBER HUMANGOOD BOARD BEGAN RECEIVING STIPENDS FOR THEIR SERVICE TO THE TOP GOVERNING ORGANIZATION, HUMANGOOD. AN EVALUATION WAS PERFORMED OF SIMILARLY COMPLEX NON-PROFIT ORGANIZATIONS TO DETERMINE THE REASONABLENESS OF THE STIPEND AMOUNT FOR THE HOURS COMMITTED TO GOVERNANCE. NO REMUNERATION IS ATTRIBUTABLE TO SERVICE BY THESE SEVEN BOARD MEMBERS ON BOARDS OF OTHER HUMANGOOD AFFILIATES. THE REMUNERATION IS TAXABLE TO EACH OF THE MEMBERS AND REPORTED ANNUALLY ON FORM 1099 IN ADDITION TO DISCLOSURE IN THE FORM 990. BASED ON RECEIVING THIS REMUNERATION AND THE ADVICE OF TAX CONSULTANTS, THESE BOARD MEMBERS ARE NOT REFLECTED AS BEING INDEPENDENT DIRECTORS. FORM 990, PART VII, SECTION A: PAMELA S. CLAASSEN IS A BOARD MEMBER AND WAS THE CHIEF FINANCIAL OFFICER (CFO) UNTIL DECEMBER 31, 2019. IN 2021, SHE CONTINUED TO SERVE AS A VOTING BOARD MEMBER ON THE HUMANGOOD FRESNO BOARD AND ACTED AS EXECUTIVE CONSULTANT FOR HUMANGOOD AND AFFILIATES. ANDRES DUARTE TERRACE 1900 HUNTINGTON DRIVE DUARTE CA 91010 300155849 AFFORDABLE HOUSING CA 501(C)(3) LINE 7 HUMANGOOD AFFORDABLE HOUSING 0 AVENUE OF THE ARTS PRESBYTERIAN-PSC APARTMENTS INC 2000 JOSHUA ROAD LAFAYETTE HILL PA 19444 233027613 LOW INCOME HOUSING FOR SENIOR CITIZENS AND HANDICAPPED PA 501(C)(3) LINE 10 HUMANGOOD EAST 0 BALA PRESBYTERIAN HOME FOUNDATION 2000 JOSHUA ROAD LAFAYETTE HILL PA 19444 232834398 FUNDRAISING & SUPPORT PA 501(C)(3) LINE 12B, II HUMANGOOD EAST 0 BANDERA SENIOR HOUSING CORP DBA GEORGE MCDONALD COURT 1900 HUNTINGTON DRIVE DUARTE CA 91010 311538768 AFFORDABLE HOUSING CA 501(C)(3) LINE 7 HUMANGOOD AFFORDABLE HOUSING 0 BAY VISTA SENIOR HOUSING 1900 HUNTINGTON DRIVE PLEASANTON CA 91010 460777494 AFFORDABLE HOUSING WA 501(C)(3) LINE 10 HUMANGOOD AFFORDABLE HOUSING 0 BEACON SENIOR HOUSING CORP DBA ROSEWOOD COURT 1900 HUNTINGTON DRIVE DUARTE CA 91010 311654224 AFFORDABLE HOUSING CA 501(C)(3) LINE 7 HUMANGOOD AFFORDABLE HOUSING 0 CANTERBURY VILLAGE RETIREMENT CORP 1900 HUNTINGTON DRIVE DUARTE CA 91010 953864198 AFFORDABLE HOUSING CA 501(C)(3) LINE 7 HUMANGOOD AFFORDABLE HOUSING 0 CASTLE ARGYLE 1900 HUNTINGTON DRIVE DUARTE CA 91010 954454256 AFFORDABLE HOUSING CA 501(C)(3) LINE 7 HUMANGOOD AFFORDABLE HOUSING 0 GERMANTOWN INTERFAITH HOUSING INC 2000 JOSHUA ROAD LAFAYETTE HILL PA 19444 232211053 LOW INCOME HOUSING FOR SENIOR CITIZENS AND HANDICAPPED PA 501(C)(3) LINE 10 HUMANGOOD EAST 0 GOOD SHEPHERD SENIOR HOUSING 1900 HUNTINGTON DRIVE PLEASANTON CA 91010 262704795 AFFORDABLE HOUSING WA 501(C)(3) LINE 10 HUMANGOOD AFFORDABLE HOUSING 0 GRACE COURT INC 2000 JOSHUA ROAD LAFAYETTE HILL PA 19444 232299928 LOW INCOME HOUSING FOR SENIOR CITIZENS AND HANDICAPPED PA 501(C)(3) LINE 10 HUMANGOOD EAST 0 GREENWAY PRESBYTERIAN APARTMENTS INC 2000 JOSHUA ROAD LAFAYETTE HILL PA 19444 861063722 LOW INCOME HOUSING FOR SENIOR CITIZENS AND HANDICAPPED PA 501(C)(3) LINE 10 HUMANGOOD EAST 0 HARBORVIEW PROPERTIES INC 1900 HUNTINGTON DRIVE PLEASANTON CA 91010 916086253 AFFORDABLE HOUSING WA 501(C)(3) LINE 10 HUMANGOOD AFFORDABLE HOUSING 0 HILLCREST SENIOR HOUSING CORP 1900 HUNTINGTON DRIVE PLEASANTON CA 91010 760801395 AFFORDABLE HOUSING CA 501(C)(3) LINE 10 HUMANGOOD AFFORDABLE HOUSING 0 HUMANGOOD 1900 HUNTINGTON DRIVE PLEASANTON CA 91010 311558961 PARENT ORGANIZATION CA 501(C)(3) LINE 12A, I N/A 0 HUMANGOOD AFFORDABLE HOUSING 1900 HUNTINGTON DRIVE PLEASANTON CA 91010 943085296 AFFORDABLE HOUSING CA 501(C)(3) LINE 10 HUMANGOOD CORNERSTONE 0 HUMANGOOD ARIZONA INC 1900 HUNTINGTON DRIVE PLEASANTON CA 91010 860176446 LIFE PLAN COMMUNITY AZ 501(C)(3) LINE 10 HUMANGOOD CORNERSTONE 0 HUMANGOOD CORNERSTONE 1900 HUNTINGTON DRIVE PLEASANTON CA 91010 300184304 PARENT ORGANIZATION CA 501(C)(3) LINE 12B, II HUMANGOOD 0 HUMANGOOD EAST 2000 JOSHUA ROAD LAFAYETTE HILL PA 19444 232828862 PARENT ENTITY PA 501(C)(3) LINE 12B, II HUMANGOOD CORNERSTONE 0 HUMANGOOD FOUNDATION SOUTH 1900 HUNTINGTON DRIVE DUARTE CA 91010 911931309 FUNDRAISING, FINANCIAL RESOURCES TO RELATED ENTITIES CA 501(C)(3) LINE 7 HUMANGOOD SOCAL 0 HUMANGOOD FOUNDATION WEST 1900 HUNTINGTON DRIVE PLEASANTON CA 91010 237039408 SUPPORT FOR NON-PROFIT RESIDENTIAL COMMUNITIES CA 501(C)(3) LINE 12A, I HUMANGOOD NORCAL 0 HUMANGOOD IDAHO DBA TERRACES OF BOISE 1900 HUNTINGTON DRIVE PLEASANTON CA 91010 203659420 LIFE PLAN COMMUNITY CA 501(C)(3) LINE 10 HUMANGOOD CORNERSTONE 0 HUMANGOOD NEVADA DBA LAS VENTANAS RETIREMENT COMMUNITY 1900 HUNTINGTON DRIVE PLEASANTON CA 91010 200566413 LIFE PLAN COMMUNITY CA 501(C)(3) LINE 10 HUMANGOOD CORNERSTONE 0 HUMANGOOD PENNSYLVANIA 2000 JOSHUA ROAD LAFAYETTE HILL PA 19444 231547587 PROVIDE SENIOR LIVING OPTIONS, FUNDRAISING & SUPPORT PA 501(C)(3) LINE 10 HUMANGOOD EAST 0 HUMANGOOD NORCAL 1900 HUNTINGTON DRIVE DUARTE CA 91010 941225374 LIFE PLAN COMMUNITIES CA 501(C)(3) LINE 10 HUMANGOOD 0 HUMANGOOD SOCAL 1900 HUNTINGTON DRIVE DUARTE CA 91010 951894293 LIFE PLAN COMMUNITIES CA 501(C)(3) LINE 10 HUMANGOOD 0 HUMANGOOD WASHINGTON DBA JUDSON PARK RETIREMENT COMMUNITY 1900 HUNTINGTON DRIVE PLEASANTON CA 91010 911659735 LIFE PLAN COMMUNITY WA 501(C)(3) LINE 10 HUMANGOOD CORNERSTONE 0 JUDSON TERRACE HOMES 1900 HUNTINGTON DRIVE PLEASANTON CA 91010 956153706 AFFORDABLE HOUSING CA 501(C)(3) LINE 10 HUMANGOOD AFFORDABLE HOUSING 0 JUDSON TERRACE LODGE 1900 HUNTINGTON DRIVE PLEASANTON CA 91010 770389124 AFFORDABLE HOUSING CA 501(C)(3) LINE 10 HUMANGOOD AFFORDABLE HOUSING 0 LC HOTCHKISS TERRACE 1900 HUNTINGTON DRIVE DUARTE CA 91010 300155895 AFFORDABLE HOUSING CA 501(C)(3) LINE 7 HUMANGOOD AFFORDABLE HOUSING 0 LIL JACKSON SENIOR COMMUNITY 1900 HUNTINGTON DRIVE DUARTE CA 91010 412205339 AFFORDABLE HOUSING CA 501(C)(3) LINE 7 HUMANGOOD AFFORDABLE HOUSING 0 MAKEMIE AT WHITELAND 2000 JOSHUA ROAD LAFAYETTE HILL PA 19444 208523793 INACTIVE PA 501(C)(3) LINE 10 HUMANGOOD EAST 0 MANTUA PRESBYTERIAN APARTMENTS INC 2000 JOSHUA ROAD LAFAYETTE HILL PA 19444 205006775 LOW INCOME HOUSING FOR SENIOR CITIZENS AND HANDICAPPED PA 501(C)(3) LINE 10 HUMANGOOD EAST 0 MOUNTAIN PARK TERRACE INC DBA CLARK TERRACE 1900 HUNTINGTON DRIVE DUARTE CA 91010 954570416 AFFORDABLE HOUSING CA 501(C)(3) LINE 7 HUMANGOOD AFFORDABLE HOUSING 0 OAK KNOLLS HAVEN CORPORATION 1900 HUNTINGTON DRIVE PLEASANTON CA 91010 953497055 AFFORDABLE HOUSING CA 501(C)(3) LINE 10 HUMANGOOD AFFORDABLE HOUSING 0 OLD CITY PRESBYTERIAN APARTMENTS INC 2000 JOSHUA ROAD LAFAYETTE HILL PA 19444 232778769 LOW INCOME HOUSING FOR SENIOR CITIZENS AND HANDICAPPED PA 501(C)(3) LINE 10 HUMANGOOD EAST 0 PALMER AVENUE RETIREMENT CORP 1900 HUNTINGTON DRIVE DUARTE CA 91010 953864197 AFFORDABLE HOUSING CA 501(C)(3) LINE 10 HUMANGOOD AFFORDABLE HOUSING 0 PASCHALL SENIOR HOUSING INC 2000 JOSHUA ROAD LAFAYETTE HILL PA 19444 205957419 LOW INCOME HOUSING FOR SENIOR CITIZENS AND HANDICAPPED PA 501(C)(3) LINE 10 HUMANGOOD EAST 0 PHILADELPHIA PRESBYTERY APARTMENTS OF MORRISVILLE INC 2000 JOSHUA ROAD LAFAYETTE HILL PA 19444 222466663 LOW INCOME HOUSING FOR SENIOR CITIZENS AND HANDICAPPED PA 501(C)(3) LINE 10 HUMANGOOD EAST 0 PHILADELPHIA PRESBYTERY APARTMENTS INC 2000 JOSHUA ROAD LAFAYETTE HILL PA 19444 232081651 LOW INCOME HOUSING FOR SENIOR CITIZENS AND HANDICAPPED PA 501(C)(3) LINE 10 HUMANGOOD EAST 0 PHILADELPHIA PRESBYTERY HOMES WC TRUST 2000 JOSHUA ROAD LAFAYETTE HILL PA 19444 237816031 INACTIVE PA 501(C)(3) LINE 10 HUMANGOOD EAST 0 PRESBYSERVICES 2000 JOSHUA ROAD LAFAYETTE HILL PA 19444 233000326 MASTER PAYROLL COMPANY PA 501(C)(3) LINE 12B, II HUMANGOOD EAST 0 PRESBYTERIAN APARTMENTS AT 58TH STREET INC 2000 JOSHUA ROAD LAFAYETTE HILL PA 19444 232605582 LOW INCOME HOUSING FOR SENIOR CITIZENS AND HANDICAPPED PA 501(C)(3) LINE 10 HUMANGOOD EAST 0 PRESBYTERIAN HOME AT 58TH STREET 2000 JOSHUA ROAD LAFAYETTE HILL PA 19444 231352513 SUPPORT TO AFFILIATES PA 501(C)(3) LINE 12B, II HUMANGOOD EAST 0 REDDING MOUNTAIN VISTAS II 1900 HUNTINGTON DRIVE DUARTE CA 91010 300239400 AFFORDABLE HOUSING CA 501(C)(3) LINE 7 HUMANGOOD AFFORDABLE HOUSING 0 REDLANDS SENIOR HOUSING TWO 1900 HUNTINGTON DRIVE PLEASANTON CA 91010 311539936 AFFORDABLE HOUSING CA 501(C)(3) LINE 10 HUMANGOOD AFFORDABLE HOUSING 0 REDLANDS SENIOR HOUSING INC 1900 HUNTINGTON DRIVE PLEASANTON CA 91010 942902763 AFFORDABLE HOUSING CA 501(C)(3) LINE 10 HUMANGOOD AFFORDABLE HOUSING 0 ROSE VIEW TERRACE INC 1900 HUNTINGTON DRIVE DUARTE CA 91010 264333422 AFFORDABLE HOUSING CA 501(C)(3) LINE 7 HUMANGOOD AFFORDABLE HOUSING 0 SALISHAN SENIOR HOUSING INC 1900 HUNTINGTON DRIVE PLEASANTON CA 91010 900504991 AFFORDABLE HOUSING WA 501(C)(3) LINE 10 HUMANGOOD AFFORDABLE HOUSING 0 SAN LEANDRO SENIOR HOUSING INC 1900 HUNTINGTON DRIVE PLEASANTON CA 91010 912158413 AFFORDABLE HOUSING CA 501(C)(3) LINE 10 HUMANGOOD AFFORDABLE HOUSING 0 SENIOR AFFORDABLE HOUSING CORP #1 DBA OTTO GRUBER HOUSING 1900 HUNTINGTON DRIVE DUARTE CA 91010 311538772 AFFORDABLE HOUSING CA 501(C)(3) LINE 7 HUMANGOOD AFFORDABLE HOUSING 0 SENIOR AFFORDABLE HOUSING CORP #2 DBA CLARK TERRACE II 1900 HUNTINGTON DRIVE DUARTE CA 91010 311718833 AFFORDABLE HOUSING CA 501(C)(3) LINE 7 HUMANGOOD AFFORDABLE HOUSING 0 SENIOR AFFORDABLE HOUSING CORP #3 DBA HADLEY VILLAS 1900 HUNTINGTON DRIVE DUARTE CA 91010 300032287 AFFORDABLE HOUSING CA 501(C)(3) LINE 7 HUMANGOOD AFFORDABLE HOUSING 0 SENIOR AFFORDABLE HOUSING CORP #4 DBA MOUTAIN VISTAS 1900 HUNTINGTON DRIVE DUARTE CA 91010 300032292 AFFORDABLE HOUSING CA 501(C)(3) LINE 7 HUMANGOOD AFFORDABLE HOUSING 0 SENIOR AFFORDABLE HOUSING CORP #6 WILLIAM C ARTHUR TERRACE 1900 HUNTINGTON DRIVE DUARTE CA 91010 300204104 AFFORDABLE HOUSING CA 501(C)(3) LINE 7 HUMANGOOD AFFORDABLE HOUSING 0 SIERRA GATEWAY SENIOR RESIDENCE 1900 HUNTINGTON DRIVE DUARTE CA 91010 300239445 AFFORDABLE HOUSING CA 501(C)(3) LINE 7 HUMANGOOD AFFORDABLE HOUSING 0 SIERRA GATEWAY SENIOR RESIDENCE II 1900 HUNTINGTON DRIVE DUARTE CA 91010 454945583 AFFORDABLE HOUSING CA 501(C)(3) LINE 7 HUMANGOOD AFFORDABLE HOUSING 0 SOROPTIMIST GARDENS HOUSING CORP DBA THE GARDENS 1900 HUNTINGTON DRIVE DUARTE CA 91010 953927250 AFFORDABLE HOUSING CA 501(C)(3) LINE 7 HUMANGOOD AFFORDABLE HOUSING 0 SOUTH PHILADELPHIA PRESBYTERIAN APARTMENTS INC 2000 JOSHUA ROAD LAFAYETTE HILL PA 19444 460477271 LOW INCOME HOUSING FOR SENIOR CITIZENS AND HANDICAPPED PA 501(C)(3) LINE 10 HUMANGOOD EAST 0 SOUTHWEST PHILADELPHIA NEIGHBORHOOD RENEWAL PROGRAM 2000 JOSHUA ROAD LAFAYETTE HILL PA 19444 233066741 INACTIVE PA 501(C)(3) PF HUMANGOOD EAST 0 SOUTHWEST PHILADELPHIA PRESBYTERY APARTMENTS INC 2000 JOSHUA ROAD LAFAYETTE HILL PA 19444 232700459 LOW INCOME HOUSING FOR SENIOR CITIZENS AND HANDICAPPED PA 501(C)(3) LINE 10 HUMANGOOD EAST 0 SYCAMORE TERRACE INC 1900 HUNTINGTON DRIVE DUARTE CA 91010 953248885 AFFORDABLE HOUSING CA 501(C)(3) LINE 7 HUMANGOOD AFFORDABLE HOUSING 0 TAHOE SENIOR PLAZA INC 1900 HUNTINGTON DRIVE PLEASANTON CA 91010 943292737 AFFORDABLE HOUSING CA 501(C)(3) LINE 10 HUMANGOOD AFFORDABLE HOUSING 0 TIOGA PRESBYTERIAN APARTMENTS INC 2000 JOSHUA ROAD LAFAYETTE HILL PA 19444 232763902 LOW INCOME HOUSING FOR SENIOR CITIZENS AND HANDICAPPED PA 501(C)(3) LINE 10 HUMANGOOD EAST 0 VENICE SENIOR HOUSING CORP DBA ADDA & PAUL SAFRAN SR HOUSING 1900 HUNTINGTON DRIVE DUARTE CA 91010 954607627 AFFORDABLE HOUSING CA 501(C)(3) LINE 7 HUMANGOOD AFFORDABLE HOUSING 0 WESTMINSTER COURT 1900 HUNTINGTON DRIVE DUARTE CA 91010 953866226 AFFORDABLE HOUSING CA 501(C)(3) LINE 7 HUMANGOOD AFFORDABLE HOUSING 0 0 0 1 0 1 0 0 0 0 0 0 0 1 1 1 1 1 1 1