2021-07-26T10:26:03-07:00 2020-12-31 770460195 McGilloway Ray Brown & Kaufman 379 WEST MARKET STREET SALINAS CA 93901 990 2020-01-01 946050476 NORTHERN CA CONGREGATIONAL RET HOMES CARMEL VALLEY MANOR NORT 8316241281 8545 CARMEL VALLEY RD CARMEL CA 93923 Jay Zimmer President & CEO 2021-07-26 true Jay Zimmer 999009999 Patricia M Kaufman CPA P00312047 8314242737 2 AAL1 IAL1 FAL1 2020 2022-09-23 18:48:47Z Jay Zimmer 8545 CARMEL VALLEY RD CARMEL CA 93923 25364419 false X WWW.CVMANOR.COM X 1963 CA To provide high quality life care for older adults in a safe, attractive, and congenial environment, where residents can live and enjoy an active and socially responsible role in the community. 10 10 189 10 0 921066 2645396 16817999 17925537 607857 699957 5950 2950 18352872 21273840 26018 76027 0 9608911 11155437 0 0 8238305 8969901 17873234 20201365 479638 1072475 59960545 61836039 39191895 38871124 20768650 22964915 The Carmel Valley Manor mission is to balance active and vibrant independent living with the security of a Life Plan Community by maintaining an adaptable and flexible organization that addresses the needs and interests of current and future residents through its facilities, programs and services. false false 16718836 76027 17928487 Carmel Valley Manor is located in Carmel Valley, California. With 28 acres of hillside landscape and gardens, the organization offers resort style retirement living with a lifecare option that includes a multi-dimensional and holistic approach to life. The Manors philosophy includes the dimensions of social, emotional, spiritual, environmental, intellectual and physical wellness. The facility consists of 148 independent living residences, 24 assisted living units and 36 medical center rooms. Residence, meals and most medical care and miscellaneous services were provided to approximately 235 residents in 2020. The Manor has over 150 skilled and well trained employees that ensure all residents have the greatest experience by living in the community. 16718836 true true false false false false false false false false true false false false true true false true false false false false false false false false false true false true false false false false false false false false false false false false false true false false false true 42 0 true 189 true false false false false false false false 0 false false false false false false false X 10 10 false false false false false false false true true false false true true true true true true true true false CA X X ENRIQUE MONTERO 8316241281 8545 CARMEL VALLEY ROAD CARMEL CA 93923 Jane Ipsen Fmr Pres & CEO 36.00 4.00 X 280323 0 21367 Christine Regan Dir Health Svs 40.00 0.00 158030 0 26981 Enrique Montero Finance Dir. 36.00 4.00 X 160735 0 18068 Ilona Corpus Dining Svs Dir 40.00 0.00 151686 0 21796 Efren Amancio Registered Nurse 40.00 0.00 128488 0 21581 Rebecca Merrill Director Human Res 40.00 0.00 117377 0 15800 Carlos Correra Enviro Svs Dir 40.00 0.00 109599 0 14483 Mercedes Abluton Physical Therapist 40.00 0.00 116049 0 2977 Mary Ziering Assist Living Dir 40.00 0.00 104722 0 14027 Jay Zimmer President & CEO 36.00 4.00 X 80615 0 0 Steven A Johnson Director 2.00 0.00 X 0 0 0 Noland Kennedy Director 2.00 0.00 X 0 0 0 James Gilbert Director 2.00 0.00 X 0 0 0 Gretchen Flesher Secretary 2.00 0.00 X X 0 0 0 Steve Merrell Vice President 2.00 0.00 X 0 0 0 RB Busch III Chair 2.00 0.00 X X 0 0 0 Marilynn Gustafson Director 2.00 0.00 X 0 0 0 Christopher Steinbruner Treasurer 2.00 0.00 X X 0 0 0 Susan Freeland Director 2.00 0.00 X 0 0 0 Robert Lindsey Director 2.00 0.00 X 0 0 0 1407624 157080 11 false true false Haupt & Associates PO BOX 1897 Monterey CA 93942 Construction Services 265278 Steve Milne Construction 49 Los Ositos Carmel Valley CA 93924 Construction Services 1814274 Newport Trust Company PO BOX 645451 Pittsburg PA 15264 Retirement Plan Svcs 636713 Morrison Community Living PO BOX 102289 Atlanta GA 30368 Housekeeping Services 1152457 23 524916 1652900 467580 2645396 Entrance Fees 623000 5266585 5266585 Medical Center Services 623000 1911247 1911247 Other Resident Services 623000 231242 231242 Resident Care Fees 623000 10516463 10516463 17925537 555810 555810 0 0 0 4234726 4079569 11010 155157 -11010 144147 144147 0 0 0 Application Fees 623000 2950 2950 2950 21273840 17928487 699957 76027 76027 0 0 0 561108 561108 0 7335349 6862285 473064 255343 255343 2416094 2331492 84602 587543 496462 91081 0 190539 190539 100936 100936 0 0 52042 52042 1504045 1268786 235259 62944 62944 19408 19408 61419 61419 0 1053363 1028097 25266 24929 13365 11564 0 3690 3690 156820 156820 0 2697691 2683877 13814 711779 711779 Resident Meals 1020949 1018338 2611 Supplies 378484 352137 26347 Repairs & maintenance 366648 366648 Bank and Merchant Fees 91306 91306 472909 221322 251587 20201365 16718836 3482529 0 1849344 509259 8221818 9049960 0 203561 423736 0 0 0 0 350457 330911 69873836 35281095 34086033 34592741 15249332 16929432 0 0 0 0 59960545 61836039 1170569 1419924 32088801 32391518 3472546 3334435 2459979 1725247 39191895 38871124 X 20326889 22566986 441761 397929 20768650 22964915 59960545 61836039 1072475 1123790 X false true X true false X 97910 326042 760918 921066 2645396 4751332 15197902 15624600 15580627 16817999 17925537 81146665 0 0 0 15295812 15950642 16341545 17739065 20570933 85897997 417465 558264 524916 1500645 0 417465 558264 524916 1500645 84397352 844441 1166167 855408 669744 555810 4091570 0 844441 1166167 855408 669744 555810 4091570 0 217254 6800 8650 5950 2950 241604 16357507 17123609 17205603 18414759 21129693 90231171 0.93530 0.93790 0.04530 0.05520 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 403575 403575 58625150 32085906 26539244 2767277 2767277 3726675 2184314 1542361 4351159 1010875 3340284 34592741 Advances from Applicants 893002 Annuity Obligation 685816 Post Retirement Obligation 146429 1725247 X Part X : FIN48 Footnote The Manor believes that it has appropriate support for any tax positions taken, and therefore does not have any uncertain tax positions that are material to the financial statements for the years ended December 31, 2020. true Carmel Valley Manor Foundatio 8545 Carmel Valley Rd Carmel CA 93923 822771192 501 (C) (3) 76027 0 Fund the Manor Foundation 1 0 X true X X X false false false false false false false false false Christine Regan Dir Health Svs 158030 4451 22530 185011 Efren Amancio Registered Nurse 128488 1536 20045 150069 Enrique Montero Finance Dir. 160735 4644 13424 178803 Ilona Corpus Dining Svs Dir 151686 2865 18931 173482 Jane Ipsen Fmr Pres & CEO 280323 7718 13649 301690 Part I, Line 1a: Relevant information in regards to selections on 1a. Alliant Insurance Chair 357610 Insurance false Form 990, Part VI, Line 11b: Form 990 Review Process 990 is prepared by outside CPA. Finance Committee reviews the 990 and provides a complete draft to the Board of Directors for approval before filing. Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts Governance Committee distributes and reviews all conflict of interest annual forms and identifies any conflict at the annual meeting of the Board. Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management CEO is paid an annual salary with a bonus based on performance. Performance Review and salary recommendations discussed with Board in Executive Session. Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees CEO establishes compensation for Director of Finance and Key employees; approval is rendered through the annual budget process. Form 990, Part VI, Line 19: Other Organization Documents Publicly Available Copies are placed in the Resident's Library and copies will be sent or emailed to individuals or entities on request. Carmel Valley Manor Foundation 8545 Carmel Valley Rd Carmel CA 93923 822771192 Fundraising support to charitable activ. CA 501(c)(3) 509(a)(3) Carmel Valley Manor false false true true false false false false false false false false false false false false true false false false Carmel Valley Manor Foundation b 76027 FMV Carmel Valley Manor Foundation c 524916 FMV Carmel Valley Manor Foundation p 9332 FMV