2018-03-09T17:53:02-06:00 2017-06-30 330835986 SQUAR MILNER LLP 135 MAIN STREET 9TH FLOOR SAN FRANCISCO CA 941051815 990 2016-07-01 942940176 BAYWOOD COURT BAYW 5107332102 21966 DOLORES STREET CASTRO VALLEY CA 94546 BRUCE UDELF EXECUTIVE DIRECTOR 5107332102 2018-03-08 1 DEBORAH KAMINSKI P00645581 4157812500 71.6.48.101 2018-03-08 09:15:11 PS P B39E0AFC8717DD702CA3972E9DCD5C55B92F6382 78CB9C1D67E7E8C60496C6105331FB326CC5543F 2016 2021-01-29 14:40:06Z BRUCE UDELF 21966 DOLORES STREET CASTRO VALLEY CA 94546 25088491 0 X WWW.BAYWOODCOURT.ORG X 1984 CA OPERATION OF A SKILLED NURSING, AND INDEPENDENT AND ASSISTED LIVING FACILITY. 9 9 291 70 0 0 9942 12705 17768462 17995138 12738 215215 131135 28901 17922277 18251959 49008 46828 0 0 8528257 8841106 0 0 0 7795138 7680703 16372403 16568637 1549874 1683322 30801739 32268501 18338312 17725729 12463427 14542772 OPERATION OF BAYWOOD COURT, A MULTI-LEVEL RETIREMENT FACILITY, INCLUDES 170 SENIOR HOUSING INDEPENDENT LIVING UNITS, 49 ASSISTED LIVING UNITS AND A 56 BED SKILLED NURSING FACILITY. 0 0 6605513 7179796 SKILLED NURSING: THE 56 BED HEALTH CENTER PROVIDES SKILLED NURSING CARE TO BAYWOOD COURT RESIDENTS AND THE SURROUNDING CASTRO VALLEY COMMUNITY. 6832738 46828 7698407 INDEPENDENT LIVING:BAYWOOD COURT PROVIDES 170 SENIOR INDEPENDENT LIVING UNITS WITH A WIDE RANGE OF SOCIAL ACTIVITIES DESIGNED TO KEEP SENIORS ENGAGED. 2369336 3116935 ASSISTED LIVING: BAYWOOD COURT HAS 49 ASSISTED LIVING UNITS THAT PROVIDE A GREATER LEVEL OF CARE FOR SENIORS THAT REQUIRE ADDITIONAL ASSISTANCE. 15807587 1 0 0 0 0 0 0 0 0 1 1 1 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 48 0 1 291 1 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X LISA RAY 5107332404 21966 DOLORES STREET CASTRO VALLEY CA 94546 MARYANNE HOGERHEIDE BOARD MEMBER 2.00 X 0 0 0 NANCY DYAR PRESIDENT 2.00 X X 0 0 0 DEV MAHADEVAN TREASURER 2.00 X X 0 0 0 CHRIS APPLETON SECRETARY 2.00 X X 0 0 0 BRUCE BARNS VICE PRESIDENT 2.00 X X 0 0 0 GEROGE BAUER THRU 10716 BOARD MEMBER 2.00 X 0 0 0 ORRIN BENEDICTTHRU 22417 BOARD MEMBER 2.00 X 0 0 0 KATHY RATTO BEGAN 32417 BOARD MEMBER 2.00 X 0 0 0 ELKE SOMMER BEGAN 51917 BOARD MEMBER 2.00 X 0 0 0 BRUCE JOHNSON BEGAN 51917 BOARD MEMBER 2.00 X 0 0 0 MIKE MAHONEY BEGAN 62317 BOARD MEMBER 2.00 X 0 0 0 BRUCE UDELF EXECUTIVE DIRECTOR 40.00 X 161623 0 0 LINH CROCKETT RN 40.00 X 158037 0 0 JACKIE OKUMU WATSIERA DIRECTOR OF NURSING 40.00 X 116104 0 0 JODY HOLDSWORTH MARKETING DIRECTOR 40.00 X 113728 0 0 SHEILA DELAVEGA MDS COORDINATOR 40.00 X 103939 0 0 653431 0 0 5 0 1 0 REHABCARE PO BOX 503534 ST LOUIS MO 63150 THERAPY PROVIDER 771644 RICA CONSTRUCTION 325 ROWE PLACE FREMONT CA 94536 CONTRACTOR 265746 ACJ MARBLE DELUXE 4544 BARTOLO TERRACE FREMONT CA 94536 CONTRACTOR 112600 PIKE & COMPANY 132 HAMMERTON AVENUE SAN FRANCISCO CA 94131 CONTRACTOR 111418 4 12705 12705 BAYWOOD COURT FACILITY 623000 10815342 10815342 HEALTH CENTER 623000 7179796 7179796 17995138 322372 322372 5062811 1629991 5150536 1649423 -87725 -19432 -107157 -107157 50992 36573 14419 14419 BEAUTY SHOP RENTAL 900099 14482 14482 14482 18251959 17995138 0 244116 46828 46828 319660 319660 6450296 6450296 117076 117076 1440887 1440887 513187 513187 21303 21303 53548 53548 95922 95922 366038 366038 123343 123343 173707 173707 276245 276245 640299 640299 5890 5890 846925 846925 1468936 1468936 141384 141384 FOOD SERVICES 1014016 1014016 RESIDENT SUPPLIES 964516 964516 MISCELLANEOUS 769424 769424 THERAPY SERVICES 719207 719207 16568637 15807587 761050 0 1250 1250 2355955 2050210 860328 824507 22830 23275 40275 107913 35174399 25884093 9074375 9290306 18091103 17396122 355623 2574918 30801739 32268501 1248464 1077238 16325000 15881121 764848 767370 18338312 17725729 X 12463427 14542772 12463427 14542772 30801739 32268501 X 1683322 684314 -288290 -1 X X 0 1 X 1 0 X X 1 EDEN TOWNSHIP HEALTHCARE DISTRICT 946003788 6 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SCHEDULE A, PART I, LINE 11A EDEN TOWNSHIP HOSPITAL DISTRICT (ETHD) HAS NO POWER OR AUTHORITY TO APPOINT OR ELECT A MAJORITY OF THE DIRECTORS OR TRUSTEES OF THE BAYWOOD COURT. HOWEVER, UNDER THE ARTICLES OF INCORPORATION, ETHD DOES HAVE POWER TO DISSOLVE BAYWOOD AND RECEIVE ITS ASSETS SHOULD THE BOARD OF DIRECTORS OF ETHD DETERMINE THAT THIS CORPORATION IS NO LONGER OPERATING FOR THE BENEFIT OF, PERFORMING FUNCTIONS OF OR CARRYING OUT THE PURPOSES OF ETHD. SCHEDULE A, PART IV, SECTION B, LINE 1 EDEN TOWNSHIP HOSPITAL DISTRICT (ETHD) HAS NO POWER OR AUTHORITY TO APPOINT OR ELECT A MAJORITY OF THE DIRECTORS OR TRUSTEES OF THE BAYWOOD COURT. HOWEVER, UNDER THE ARTICLES OF INCORPORATION, ETHD DOES HAVE POWER TO DISSOLVE BAYWOOD AND RECEIVE ITS ASSETS SHOULD THE BOARD OF DIRECTORS OF ETHD DETERMINE THAT THIS CORPORATION IS NO LONGER OPERATING FOR THE BENEFIT OF, PERFORMING FUNCTIONS OF OR CARRYING OUT THE PURPOSES OF ETHD. 26475 56 56 26475 26475 26475 26475 174 174 26475 26475 680 1342 2022 26475 26475 2287 2287 26475 1.00000 0 0 1927540 1927540 15190926 13865351 1325575 18055933 12018742 6037191 9290306 FIXED INCOME SECURITIES 10068062 F CASH AND MONEY MARKET FUNDS 603353 F MUTUAL AND HEDGE FUNDS 1318160 F EQUITY SECURITIES 5406547 F 17396122 ACCRUED INVESTMENT INTEREST 69175 DEFERRED FINANCING COSTS 2505743 2574918 TENANT DEPOSITS 767370 767370 18793523 684314 -46828 637486 18156037 95922 95922 18251959 16425887 -46828 -46828 16472715 95922 95922 16568637 PART V, LINE 4: PROVIDE GRANTS FOR RESIDENT HARDSHIP IN MEETING RENT OBLIGATIONS. RESIDENTS THAT HAVE LIVED AT BAYWOOD LONGER THAN FIVE YEARS CAN APPLY AND, IF THEY MEET THE FINANCIAL CRITERIA THAT PROVES A HARDSHIP, A GRANT WILL BE CONSIDERED. PART XI, LINE 2D - OTHER ADJUSTMENTS: DISCOUNT PROMOTION -46,828. PART XII, LINE 2D - OTHER ADJUSTMENTS: DISCOUNT PROMOTION -46,828. 1 HOUSING DISCOUNT 1 36436 0 FMV PART I, LINE 2: A RESIDENT APPLIES FOR FINANCIAL AID BY FILLING OUT THE AID FORM AND IDENTIFYING ASSETS AND INCOME. THE COMMITTEE CONSISTING OF A BOARD MEMBER AND THE EXECUTIVE DIRECTOR REVIEW THE ANONYMOUS AID FORM REQUESTS AND CALCULATES THE AMOUNT OF FINANCIAL AID THE RESIDENT QUALIFIES FOR INDEPENDENT LIVING AND ASSISTED LIVING RESIDENTS THAT HAVE LIVED AT BAYWOOD COURT FOR 5 YEARS OR LONGER ARE ELIGIBLE TO APPLY. RESIDENTS MUST APPLY ANNUALLY FOR AID. THE AID IS SUBTRACTED MONTHLY FROM RENT OWED TO BAYWOOD. 0 0 0 0 0 0 0 0 0 BRUCE UDELF EXECUTIVE DIRECTOR 150572 0 0 0 11051 0 0 0 0 0 161623 0 0 0 LINH CROCKETT RN 157981 0 0 0 56 0 0 0 0 0 158037 0 0 0 A EDEN TOWNSHIP HEALTH CARE DISTRICT 942940176 2016-11-23 16265000 TO REFUND BONDS ISSUED.JUNE 2010 0 0 0 A 18915676 16265000 3460925 331996 478253 1990 1 0 1 1 A 0 0 0 0 0 0 0 A 0 0 1 0 0 0 0 0 0 FORM 990, PART VI, SECTION A, LINE 7A EDEN TOWNSHIP HEALTHCARE DISTRICT IS THE SOLE MEMBER OF BAYWOOD COURT CORPORATION. IT HAS THE POWER TO APPOINT THE CHIEF EXECUTIVE OFFICER OF THE DISTRICT AS AN EX OFFICIO BOARD MEMBER. FORM 990, PART VI, SECTION A, LINE 7B THE ORGANIZATION'S BYLAWS CANNOT BE CHANGED WITHOUT THE APPROVAL OF THE EDEN TOWNSHIP HEALTHCARE DISTRICT. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD RECEIVES THE DRAFT OF THE 990 VIA EMAIL AND HAS TIME TO RESPOND WITH QUESTIONS/CONCERNS. THEN THE 990 IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY COVERS POTENTIAL FINANCIAL OR FIDUCIARY CONFLICTS OF INTEREST CONFRONTING OFFICERS, INCLUDING BOARD MEMBERS, AND EMPLOYEES AND RELATIONSHIPS BETWEEN THE CORPORATION AND OTHER ENTITIES GIVING RISE TO POTENTIAL CONFLICTS. REPORTING ACTUAL OR POTENTIAL CONFLICTS IS TO BE MADE TO THE CORPORATION THROUGH MANAGEMENT OR THE BOARD OF DIRECTORS, AS APPROPRIATE. THE FULL BOARD OR A COMMITTEE EVALUATES BOARD LEVEL CONFLICT SITUATIONS AND SENIOR MANAGEMENT WOULD REVIEW ANY MANAGEMENT LEVEL CONFLICT SITUATIONS. CONFLICTS ARE HANDLED BY REMOVING THE CONFLICTED INDIVIDUAL FROM THE DECISION MAKING PROCESS OR BY NOT PROCEEDING WITH THE TRANSACTION GIVING RISE TO THE POTENTIAL CONFLICT. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD GIVES THE EXECUTIVE DIRECTOR A PERFORMANCE EVALUATION ANNUALLY BASED ON THE BOARD'S EVALUATION OF THE EXECUTIVE DIRECTOR. A SALARY INCREASE IS EQUIVALENT TO WHAT THE NON-HIGHLY COMPENSATED STAFF RECEIVE WHICH IS APPROVED DURING THE BUDGET PROCESS. A BONUS CAN ALSO BE EARNED ANNUALLY FOR ACHIEVED GOALS. THE LAST INCREASE AND BONUS APPROVAL WAS DONE IN JULY 2017. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC BY REQUEST OF THE EXECUTIVE DIRECTOR. FORM 990, PART XI, LINE 9: ROUNDING -1. FORM 990, PART XII, LINE 2C THE PROCESS OF SELECTING AN INDEPENDENT AUDITOR FROM SEVERAL SERVICE PROPOSALS NOT CHANGED FROM THE PRIOR YEAR. THE CPA FIRM CONDUCTING THE AUDIT CHANGED DURING THIS YEAR. EDEN TOWNSHIP HEALTH CARE DISTRICT 20410 LAKE CHABOT ROAD CASTRO VALLEY CA 94546 946003788 A POLITICAL SUBDIVISION OF THE STATE OF CALIFORNIA CA 501(C)(3) LINE 6 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0