2021-05-17T18:22:54-05:00 2020-06-30 910189318 MOSS ADAMS LLP 10960 WILSHIRE BLVD SUITE 1100 LOS ANGELES CA 90024 990 2019-07-01 471102014 EPISCOPAL COMMUNITIES & SERVICES FOUNDATION EPIS 6264035400 605 E HUNTINGTON DRIVE NO 207 MONROVIA CA 91016 CHARLIE RAHILLY PRESIDENT & CEO 6264035400 2021-05-17 1 LAUREN A HAVERLOCK P00545829 3104770450 2021-05-17 2019 2022-09-23 18:48:47Z JAMES S ROTHROCK 605 E HUNTINGTON DRIVE NO 207 MONROVIA CA 91016 2120363 0 X WWW.GIVE2ECS.ORG X 2014 CA EPISCOPAL COMMUNITIES & SERVICES FOUNDATION (ECSF) WAS ORGANIZED AS THE SOPHIE MILLER FOUNDATION ON FEBRUARY 3, 2014 BEFORE CHANGING ITS NAME IN 2019, AS A SUPPORTING ORGANIZATION TO ENHANCE ITS FUNDRAISING EFFORTS AND TO OVERSEE THE INVESTMENT AND DISTRIBUTION OF ITS DONOR FUNDS, WITH OR WITHOUT RESTRICTION. ECSF WAS ESTABLISHED BY EPISCOPAL COMMUNITIES AND SERVICES FOR SENIORS (ECS), EXCLUSIVELY FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, AND TO CARRY OUT THE PURPOSES OF ECS AND ITS SUBSIDIARIES. 8 7 3 20 0 0 454436 640669 0 0 366900 898526 0 0 821336 1539195 976923 1105463 0 0 224710 275378 0 0 310446 174627 122830 1376260 1503671 -554924 35524 24217125 24014709 79598 106102 24137527 23908607 X THE EPISCOPAL COMMUNITIES & SERVICES FOUNDATION EXISTS TO SUPPORT EPISCOPAL COMMUNITIES AND SERVICES THROUGH FUNDRAISING EFFORTS THAT BENEFITS AND CARRIES OUT THE PURPOSES OF ECS AND ITS SUBSIDIARIES. 0 0 546222 546222 0 ECSF PROVIDED $546,222 IN BENEVOLENT SUPPORT TO EPISCOPAL COMMUNITIES & SERVICES FOR SENIORS (ECS) RESIDENTS WHO WERE UNABLE TO PAY THE FULL COST OF THE ACCOMMODATIONS, CARE AND SERVICES PROVIDED THEM. DURING FISCAL YEAR 2020, ECS PROVIDED CHARITABLE CARE TO 5 INDEPENDENT LIVING RESIDENTS, 8 ASSISTED LIVING RESIDENTS, AND 8 SKILLED NURSING RESIDENTS - A TOTAL OF 21 INDIVIDUALS. 224623 224623 0 ECSF PROVIDED $161,676 TO SUPPORT CREATIVE HOUSING SERVICES, LLCAN AFFILIATE THAT PROVIDES PROPERTY MANAGEMENT SERVICES,WELLNESS PROGRAMMING AND OTHER SUPPORT TO AFFORDABLEHOUSING COMMUNITIES SERVING LOW-INCOME OLDER ADULTS INSOUTHERN CALIFORNIA.ECSF ALSO PROVIDED $62,947 TOWARD THEBY YOUR SIDE PROGRAM TO SUPPORT END-OF-LIFE VIGIL COMPANIONS. 244618 244618 0 ECSF PROVIDED $128,834 TOWARD PROGRAMS TO BENEFIT ECS RESIDENTS,INCLUDING EXERCISE CLASSES, ART INSTRUCTION, CONCERTS, AND OTHER.IN ADDITION, ECSF PROVIDED $115,785 TOWARD PROGRAMS TO BENEFITECS EMPLOYEES, PROVIDING FINANCIAL ASSISTANCE FOR EMPLOYEEEDUCATION OPPORTUNITIES AS WELL AS EMERGENCY FUNDS THROUGHTHE STAFF ASSISTANCE FUND FOR EMERGENCIES ("SAFE"). 90000 90000 0 ECSF PROVIDED $70,000 TO ECS. ECS DISBURSED THE FUNDS TO SUPPORT THE PASADENA VILLAGE, A SEPARATE 501(C)(3) ORGANIZATION DEDICATED TO MAKING IT EASIER, SAFER, AND MORE SATISFYING FOR OLDER ADULTS TO REMAIN IN THEIR HOMES THROUGHOUT THE PASADENA AREA AS THEY AGE.ECSF PROVIDED $10,000 TO ECS. ECS DISBURSED THE FUNDS TO SUPPORT JUSTICE IN AGING, A SEPARATE 501(C)(3) ORGANIZATION THAT FIGHTS SENIOR POVERTY BY SECURING ACCESS TO AFFORDABLE HEALTH CARE AND ECONOMIC SECURITY FOR OLDER ADULTS WITH LIMITED RESOURCES.ECSF PROVIDED $10,000 TO ECS. ECS DISBURSED THE FUNDS TO SUPPORT PARTNERS IN CARE FOUNDATION, A SEPARATE 501(C)(3) ORGANIZATION THAT DEVELOPS AND SPREADS HIGHVALUE MODELS OF COMMUNITY-BASED CARE AND SELF-MANAGEMENT FOR DIVERSE POPULATIONS WITH CHRONIC CONDITIONS. 90000 90000 0 1105463 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 3 0 1 3 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 7 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X X CHARLES RAHILLY 6264035400 605 E HUNTINGTON DRIVE STE 207 MONROVIA CA 91016 JAMES S ROTHROCK PRESIDENT & CEO 2.00 38.00 X X 0 506746 40554 ROBIN MCCARTHY DIRECTOR OF DEV. & COMM 40.00 0.00 X 0 129908 6169 RICHARD PATTERSON JR CHAIR 1.00 0.00 X X 0 0 0 CATHY CLEMENT VICE CHAIR 1.00 0.00 X X 0 0 0 SHERMAN TELLEEN SECRETARY-TREASURER 1.00 0.00 X X 0 0 0 NANCY GOODELL BOARD OF TRUSTEES 1.00 0.00 X 0 0 0 MEGAN COOPER DIRECTOR 1.00 0.00 X 0 0 0 TERRY KNOWLES DIRECTOR 1.00 0.00 X 0 0 0 REBECCA J THYNE DIRECTOR 1.00 0.00 X 0 0 0 0 636654 46723 0 0 1 0 0 640669 640669 580895 580895 898799 581168 317631 317631 317631 1539195 0 0 898526 1105463 1105463 152369 15237 137132 42717 4272 38445 22577 2258 20319 26318 2632 23686 31397 3140 28257 191 19 172 17210 17210 36382 36382 51329 5133 46196 6064 606 5458 3610 361 3249 2924 5120 512 4608 2924 2924 1503671 1105463 87762 310446 355333 765533 7046046 1161516 4250 7500 616079 419197 500 0 16176344 21648899 18573 12064 24217125 24014709 764 880 78834 105222 79598 106102 X 20330308 20698435 3807219 3210172 24137527 23908607 24217125 24014709 X 35524 -383961 119517 X 0 1 X 1 0 X X X 3 EPISCOPAL COMMUNITIES & SERVICES FOR SENIORS 951642373 10 1 1050936 0 CREATIVE HOUSING & SERVICES 330204306 10 0 0 0 MONTECEDRO INC 270707394 10 0 54527 0 3 1105463 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 SCHEDULE A, PART IV, SECTION A, LINE 1 EPISCOPAL COMMUNITIES & SERVICES FOUNDATION IS A SUPPORTING ORGANIZATION FOR EPISCOPAL COMMUNITIES & SERVICES FOR SENIOR (ECS) AND ITS SUBSIDIARIES AND AFFILIATED ORGANIZATIONS. ECS IS THE SPECIFIC MEMBER MENTIONED IN THE GOVERNING DOCUMENTS WHILE CREATIVE HOUSING & SERVICES (CHS) AND MONTECEDRO INC. (MCI) ARE ECS SUBSIDIARIES AND AFFILIATED MEMBERS ALL OF WHOM PROVIDE SENIOR RESIDENTIAL AND ASSISTED LIVING FACILITIES. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 23085258 654508 434216 2647003 26342 21500637 25121406 338799 1174377 3484545 64779 23085258 24966230 160740 1133068 1185547 89658 24984833 23959404 371017 1897335 1152749 108777 24966230 25081376 693491 319263 2008355 126371 23959404 0.86000 0.04000 0.10000 0 0 0 DUE TO RELATED PARTIES 105222 105222 X 1118852 -383961 -383961 1502813 36382 36382 1539195 1467289 0 1467289 36382 36382 1503671 PART V, LINE 4: THE EPISCOPAL COMMUNITIES & SERVICES FOUNDATION USES THE ENDOWMENT FUNDS TO MAINTAIN THE LEVEL OF PROGRAMS AND SERVICES PROVIDED BY EPISCOPAL COMMUNITIES & SERVICES FOR SENIORS. PART X, LINE 2: ECSF IS ORGANIZED AS A NONPROFIT CORPORATION UNDER THE GENERAL NONPROFIT CORPORATION LAWS OF THE STATE OF CALIFORNIA AND IS EXEMPT FROM FEDERAL INCOME TAXATION UNDER IRC SECTION 501(C)(3). ECSF IS CLASSIFIED AS A SUPPORTING ORGANIZATION UNDER IRC SECTION 509(A)(3). NONPROFIT ORGANIZATIONS ARE GENERALLY NOT LIABLE FOR TAXES ON INCOME; THEREFORE, NO PROVISION IS MADE FOR SUCH TAXES IN THE FINANCIAL STATEMENTS, IN ACCORDANCE WITH U.S. GAAP. ECSF CONSIDERS MANY FACTORS WHEN EVALUATING AND ESTIMATING ITS TAX POSITIONS AND TAX BENEFITS, WHICH MAY REQUIRE PERIODIC ADJUSTMENTS AND WHICH MAY NOT ACCURATELY ANTICIPATE ACTUAL OUTCOMES. ECSF EVALUATES ITS UNCERTAIN TAX POSITIONS USING THE PROVISIONS IN CONFORMITY WITH U.S. GAAP. THESE STANDARDS REQUIRE MANAGEMENT TO PERFORM AN EVALUATION OF ALL INCOME TAX POSITIONS TAKEN, OR EXPECTED TO BE TAKEN IN THE COURSE OF PREPARING ECSF'S TAX RETURNS. MANAGEMENT BELIEVES THE TAX POSITIONS TAKEN MORE LIKELY THAN NOT WILL BE SUSTAINED UNDER EXAMINATION BY THE APPLICABLE TAX AUTHORITIES. EXAMPLES OF TAX POSITIONS INCLUDE THE TAX-EXEMPT STATUS OF ECSF AND VARIOUS POSITIONS RELATED TO THE POTENTIAL SOURCES OF UNRELATED BUSINESS TAXABLE INCOME. SINCE TAX MATTERS ARE SUBJECT TO SOME DEGREE OF UNCERTAINTY, THERE CAN BE NO ASSURANCE THAT THE TAXING AUTHORITIES WILL NOT CHALLENGE ECSF'S TAX RETURNS, OR THAT ECSF WILL NOT BE SUBJECT TO ADDITIONAL TAX, PENALTIES, AND INTEREST AS A RESULT OF SUCH CHALLENGE. GENERALLY, ECSF'S TAX RETURNS REMAIN OPEN FOR THREE YEARS FOR FEDERAL TAX EXAMINATION AND FOUR YEARS FOR STATE TAX EXAMINATION. 1 EPISCOPAL COMMUNITIES & SERVICES FOR SENIORS 605 E HUNTINGTON DRIVE SUITE 207 MONROVIA CA 91016 951642373 501(C)(3) 1050936 TO PROVIDE BENEVOLENCE SUPPORT, CAPITAL SUPPORT, AND PROGRAM SERVICE FUNDS MONTECEDRO INC 605 E HUNTINGTON DRIVE SUITE 207 MONROVIA CA 91016 270707394 501(C)(3) 54527 TO PROVIDE BENEVOLENCE SUPPORT, CAPITAL SUPPORT, AND PROGRAM SERVICE FUNDS. 2 0 PART I, LINE 2: EPISCOPAL COMMUNITIES & SERVICES FOUNDATION IS A SUPPORTING ORGANIZATION FOR EPISCOPAL COMMUNITIES & SERVICES FOR SENIORS AND ITS SUBSIDIARIES. EPISCOPAL COMMUNITIES & SERVICES FOUNDATION'S BOARD OF TRUSTEES REVIEWS AND APPROVES ALL GRANTS AND OTHER SUPPORT FOR EPISCOPAL COMMUNITIES AND SERVICES FOR SENIORS AND ITS SUBSIDIARIES. REPORTS DETAILING THE USE OF GRANTS AND OTHER SUPPORT ARE MADE BY EPISCOPAL COMMUNITIES & SERVICES FOR SENIORS TO EPISCOPAL COMMUNITIES & SERVICES FOUNDATION'S BOARD OF TRUSTEES ON A REGULAR BASIS. 0 0 0 0 0 0 0 0 0 JAMES S ROTHROCK PRESIDENT & CEO 0 459118 0 27849 0 19779 0 29400 0 11154 0 547300 0 0 SCHEDULE J, PART II: THE COMPENSATION OF THE PRESIDENT/CEO AND CFO IS ESTABLISHED BY A RELATED ORGANIZATION, EPISCOPAL COMMUNITIES & SERVICES FOR SENIORS (ECS). ECS USED ALL OF THE FOLLOWING IN ESTABLISHING COMPENSATION: GOVERNANCE COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, FORM 990 OF OTHER ORGANIZATIONS, WRITTEN EMPLOYMENT CONTRACT, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR GOVERNANCE COMMITTEE. THE INDEPENDENT COMPENSATION CONSULTANT PROVIDES THE ORGANIZATION WITH A DETERMINATION OF REASONABLENESS FOR COMPENSATION. FORM 990, PART VI, SECTION A, LINE 6 EPISCOPAL COMMUNITIES & SERVICES FOUNDATION IS A CALIFORNIA NON-PROFIT PUBLIC BENEFIT CORPORATION ORGANIZED WITH A SOLE CONTROLLING MEMBER, EPISCOPAL COMMUNITIES & SERVICES FOR SENIORS, A CALIFORNIA NON-PROFIT PUBLIC BENEFIT CORPORATION. FORM 990, PART VI, SECTION A, LINE 7A THE SOLE MEMBER OF EPISCOPAL COMMUNITIES & SERVICES FOUNDATION HAS THE RIGHT TO ELECT THE BOARD OF DIRECTORS AS WELL AS APPOINT THE CHIEF EXECUTIVE OFFICER. FORM 990, PART VI, SECTION A, LINE 7B THE SOLE MEMBER OF THE EPISCOPAL COMMUNITIES & SERVICES FOUNDATION HAS RESERVED THE RIGHT TO MAKE ALL HIGH LEVEL GOVERNANCE DECISIONS SUCH AS APPROVAL OF INDEBTEDNESS, REAL PROPERTY TRANSACTIONS, MISSION AND LONG RANGING PLANNING, AS WELL AS THE APPOINTMENT OF INDEPENDENT AUDITORS AND CORPORATE COUNSEL. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN OUTSIDE CPA FIRM AND PRESENTED TO THE BOARD OF TRUSTEES. THE BOARD OF TRUSTEES REVIEWS THE FORM 990 AND APPROVES THE FILING. FORM 990, PART VI, SECTION B, LINE 12C AT LEAST ANNUALLY, THE AUDIT COMMITTEE EXAMINES COMPLETED CONFLICT OF INTEREST STATEMENTS AND RECOMMENDS TO THE BOARD ANY ACTION NEEDED TO COMPLY WITH LEGAL REQUIREMENTS OR FOUNDATION POLICY REGARDING CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION'S FORM 990 IS AVAILABLE UPON REQUEST, AT THE ATTORNEY GENERAL'S WEBSITE, AND ON GUIDESTAR. FORM 990, PART VI, SECTION C, LINE 19 THE FORM 990 IS AVAILABLE UPON REQUEST AND AT THE ATTORNEY GENERAL'S WEBSITE. THE GOVERNING/ORGANIZATION DOCUMENTS, FINANCIAL STATEMENTS, AND WRITTEN CONFLICT OF INTEREST POLICY ARE ALSO AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 119,517. EPISCOPAL COMMUNITIES & SERVICES FOR SENIORS 605 E HUNTINGTON DRIVE SUITE 207 MONROVIA CA 91016 951642373 PROMOTES HEALTH & WELL BEING OF OLDER ADULTS THROUGH CARE, SVCS & HOUSING CA 501(C)(3) LINE 10 N/A 0 CREATIVE HOUSING & SERVICES 605 E HUNTINGTON DRIVE SUITE 207 MONROVIA CA 91016 330204306 PROVIDES SERVICES TO AFFORDABLE SENIOR & DISABLE HOUSING CA 501(C)(3) LINE 10 EPISCOPAL COMMUNITIES AND SERVICES FOR SENIORS 0 MONTECEDRO INC 605 E HUNTINGTON DRIVE SUITE 207 MONROVIA CA 91016 270707394 DEVELOPS & OPERATES HOUSING SPECIALLY DESIGNED FOR OLDER ADULTS CA 501(C)(3) LINE 10 EPISCOPAL COMMUNITIES AND SERVICES FOR SENIORS 0 CHARITABLE GIFT ANNUITIES (3) PROVIDE SUPPORT CA EPISCOPAL COMMUNITIES & SERVICES FOUNDATION T 0 0 1 0 1 0 0 0 0 1 0 0 0 1 1 1 1 0 0 0