2025-02-13T16:59:00+00:00 2024-03-31 910189318 Moss Adams 225 S Lake Ave Ste 900 Pasadena CA 91101 990 2023-04-01 953655255 Casa Colina Centers for Rehabilitation Foundation CASA 9095967733 PO Box 6001 Pomona CA 91769 Kelly Linden President & CEO 9095967733 2025-02-14 true true LAUREN A HAVERLOCK P00545829 3104770450 2025-02-10 2023 2025-03-06 01:10:19Z Kelly Linden PO Box 6001 Pomona CA 91769 60746756 false X www.casacolina.org X 1984 CA Casa Colina Centers for Rehabilitation Foundation's mission is to optimize medical recovery and rehabilitation outcomes for all patients in a safe environment that respects their dignity, diversity, and individuality. 14 12 21 12 0 0 3522709 3416723 933411 1050024 2175330 3397910 -296148 -294158 6335302 7570499 6335302 3289577 4183225 0 0 0 0 0 1236189 7608141 7669515 18126668 10959092 -11791366 -3388593 142950946 152627068 112683431 105968212 30267515 46658856 X Casa Colina Centers for Rehabilitation Foundation's mission is to optimize medical recovery and rehabilitation outcomes for all patients in a safe environment that respects their dignity, diversity, and individuality. false false 3289577 3289577 Restricted and unrestricted funds transferred to affiliated tax-exempt corporations for the provision of charity care services and community benefits to individuals who otherwise had no other source of income to pay for needed rehabilitation, or support services provided subsequent to compliance with donor restrictions. Also, to fund programs involved in areas such as autism, preventative medicine, wound care, health and wellness and programs which assist individuals who have suffered brain and other traumatic injuries in developing self-esteem through recreational activities. 1608175 1050024 Rental of office space to affiliated tax exempt corporations: Casa Colina Hospital and Centers for Healthcare and Casa Colina, Inc. 1199784 Exploration, analysis and research of hospital-based outpatient physical (including specialty clinics: pain management, multiple sclerosic and vestibular), occupational and speech therapy programs served within the community. Expenses include salaries, benefits, consulting, professional fees, advertising, marketing and supplies. Revenues from gaming revenue from raffles and related events are used to offset the amount of other donations required to fund these expenses. 529502 0 0 Other program services include expenses incurred in conjunction with the investment of excess assets that will ensure future medical and rehabilitation services availability to those in need of it. This expense is related to the investment made primarily to accomplish the foundation's exempt purpose. 529502 6627038 true true false true false false false false true true false false false true true false true false false false false false false true true false true false true false false false false false false false false false false false false false true false false false true X 28 0 true 21 true false false false false false true true false false false false false false X 14 12 false false false false true true false true true false false true true true true true true true false false CA X Kelly Linden 9095967733 255 E Bonita Ave Pomona CA 91767 Gary Cripe Chairman 0.5 2.5 X X 0 0 0 Kelly Linden President & CEO 8.0 42.0 X X 0 668267 17308 Philip Feghali Vice Chairman 0.5 2.5 X X 0 0 0 Terrance Johnson Secretary 0.5 2.5 X X 0 0 0 Thomas Reh Treasurer 0.5 2.5 X X 0 0 0 Bruce Pasqua Director 0.5 2.5 X 0 0 0 Cathy Watrous Director 0.5 2.5 X 0 0 0 Devorah Lieberman Director (through 2/24) 0.5 2.5 X 0 0 0 Dr Azhar Majeed Chief of Medical Staff, Director (through 12/23) 0.5 6.0 X 0 50000 0 Dr Daniel Wilson MD Director 0.5 2.5 X 0 0 0 Dr Jose L Rodriguez MD Director (through 12/23) 0.5 2.5 X 0 0 0 Dr Linda Liau Director (through 12/23) 0.5 2.5 X 0 0 0 Dr Michael Bien MD Chief of Medical Staff, Director 0.5 6.0 X 0 25000 0 Dr Steven Bast MD Director 0.5 2.5 X 0 0 0 Randy Blackman Past Chairman 0.5 2.5 X 0 0 0 Stephen Graeber Director 0.5 2.5 X 0 0 0 Steve Norin Director 0.5 2.5 X 0 0 0 Veronica Diaz Cutler Esq Director 0.5 2.5 X 0 0 0 David Morony CFO 8.0 42.0 X 0 548422 41568 Debbie Walsh COO (thru 09/23) 8.0 42.0 X 0 418760 9538 Bonnie Scudder Chief Planning & Development Officer 34.0 1.0 X 0 395073 31006 Christine Almeida Director - Communications 50.0 0.0 X 0 126003 20759 Erika Armstrong CEO Executive Asst. 35.0 15.0 X 0 146736 45129 Stephanie Bradhurst Director - Community Physican Relations 30.0 0.0 X 0 124888 10161 Veronica Hazen Director - O/P Admissions & Clinics 17.0 33.0 X 0 114156 32947 Felice Loverso Former President & CEO, Director 0.0 0.0 X 0 757634 10303 0 3374939 218719 0 true true false INLAND NEUROSURGERY INSTITUTE 255 E Bonita Ave Bldg 9 Pomona CA 91767 Physician Services 733540 Morgan Stanley 456 W Foothill Blvd Claremont CA 91711 Investment Advisor 429575 ECG MANAGEMENT CONSULTANTS PO Box 74008176 Chicago IL 606748176 Consulting 227991 3 922897 2493826 3416723 Rent - Tax Exempt Affiliate 621400 1050024 1050024 0 0 0 0 1050024 3117524 3117524 42611 43000 -389 0 -389 -389 52898024 52617638 280386 0 280386 280386 192650 922897 506233 -313583 -313583 29200 9386 19814 19814 0 0 0 0 0 7570499 1050024 0 3103752 X 3289577 3289577 37093 37093 449607 449607 1248908 364102 768876 115930 94495 94495 72809 36739 374 35696 1034404 1034404 126204 91422 33331 1451 73006 73006 623643 619484 4159 7757 7757 Salary & Benefits Transfer 1822293 899595 607657 315041 Food\Other Food Service 332278 3432 319821 9025 Miscellaneous 318973 2175 217277 99521 Postage 5669 620 5049 1422376 110230 657670 654476 10959092 6627038 3095865 1236189 8629450 8789877 245684 0 0 1027616 16230 20340120 11584790 9295024 8755330 117226024 129680191 462867 462867 0 6064281 4922573 142950946 152627068 101723536 105353405 10374310 0 5493 5146 580092 609661 112683431 105968212 24509791 40901132 5757724 5757724 30267515 46658856 142950946 152627068 X -3388593 18674808 1105126 X false true X true false X 4385738 2386381 2171944 3522709 3416723 15883495 0 0 4385738 2386381 2171944 3522709 3416723 15883495 2235550 13647945 3269496 2122689 2432092 2729036 3117524 13670837 0 0 0 0 0 0 0 29554332 4896903 0.4618 0.4564 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 0 0 0 20007 0 20007 2787012 137612074 2787012 137632081 289351 1000000 72338 250000 0 0 0 0 1000000 1000000 1000000 1000000 4000000 6000000 11400 13813 24844 20007 70064 250000 250000 250000 250000 1000000 1500000 0 0 5757724 164546 164546 5757724 5757724 117265 117265 5757724 5757724 141511 141511 5757724 5757724 151391 151391 5757724 5757724 251535 251535 5757724 1.0 false false 1227494 1227494 15309772 8920692 6389080 2029317 1062534 966783 1732946 1601564 131382 40591 40591 8755330 Trust - Due to Beneficiaries 609661 609661 X Schedule D, Part V, Line 4 Intended uses of endowment funds Interest earned on permanently restricted assets is utilized by the Organization as permitted by endowment agreements. Some interest is designated for a specific purpose and is released when such purpose restrictions are met. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote In accordance with accounting standard codification (ASC) 740-10, Income taxes, the Company 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. The Organization did not have any uncertain tax positions as of the end of the fiscal year. Tribute to Courage 595500 465150 130350 254411 86 4944 100619 Padua Golf/Tea 210425 189125 21300 54542 3706 4 309622 268622 41000 82290 851 4784 1115547 922897 192650 391243 937 4944 109109 506233 -313583 29200 9386 false 29200 9386 CA true false true false 1.0 Arthur Martinez 255 E Bonita Ave Pomona CA 91767 false Arthur Martinez 336 Fundraising Coordinator X true 26280 Schedule G, Part III, Line 17 Distributions required under state law STATE=CALIFORNIA,MANDATORY DISTRIBUTION AMOUNT=26280; true Casa Colina Hospital and Centers for Healthcare 255 E Bonita Ave Pomona CA 91767 951643989 501(c)(3) 2113577 0 Charity/Research Casa Colina Comprehensive Outpatient Rehabilitation Services Inc 255 E Bonita Ave Pomona CA 91767 953266014 501(c)(3) 240867 0 Subsidy/Donation Padua Village Inc 255 E Bonita Ave Pomona CA 91767 953713170 501(c)(3) 117293 0 Subsidy/Donation Casa Colina Centers for Rehabilitation Inc 255 E Bonita Ave Pomona CA 91767 953392219 501(c)(3) 617999 0 Charity/Donation CASA COLINA INC 255 E Bonita Ave Pomona CA 91767 953655256 501(c)(3) 199841 0 Subsidy/Donation 5 0 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. The Organization evaluates requests for contributions from outside organizations taking into account how they align with the Organization's mission. There is a broad overlap between grant recipients and the Organization, so monitoring is ongoing. false false false false false false false false false Kelly Linden President & CEO 0 518868 0 100000 0 49399 0 0 0 17308 0 685575 0 0 David Morony CFO 0 374737 0 150000 0 23685 0 9538 0 32030 0 589990 0 0 Debbie Walsh COO (thru 09/23) 0 298446 0 52250 0 68064 0 9538 0 0 0 428298 0 0 Erika Armstrong CEO Executive Asst. 0 104630 0 41754 0 352 0 4167 0 40962 0 191865 0 0 Bonnie Scudder Chief Planning & Development Officer 0 259166 0 86585 0 49322 0 9538 0 21468 0 426079 0 0 Felice Loverso Former President & CEO, Director 0 155912 0 495857 0 105865 0 9538 0 765 0 767937 0 0 Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation The filing organization relied on a related organization's methods to establish the top management official's compensation. Form 990, Part III, Line 4d Description of other program services (Expenses $ 529,502 including grants of $ 0)(Revenue $ 0) Other program services include expenses incurred in conjunction with the investment of excess assets that will ensure future medical and rehabilitation services availability to those in need of it. This expense is related to the investment made primarily to accomplish the foundation's exempt purpose. Form 990, Part V, Line 2a The number of employees listed in line 2a represents workers employed by Casa Colina, Inc., a related organization with FEIN 95-3655256, on behalf of Casa Colina Centers for Rehabilitation Foundation. Form 990, Part V, Line 1a Form 1096 was filed by Casa Colina, Inc., FEIN 95-3655256, a related organization. Form 990, Part VI, Line 6 Classes of members or stockholders Casa Colina, Inc. is the sole Member of the Organization. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body The sole member of the filing organization is Casa Colina, Inc. The sole member shall elect the board of directors unless otherwise authorized by the bylaws. Currently, the bylaws authorize certain identified members of the board of directors within the filing organization and related organizations. Actions may be taken by the statutory member on behalf of the filing organization without a meeting if authorized by the board of directors of the statutory member. Authorization is required to be memorialized in writing and signed by an authorized officer of the member and filed with the secretary of the filing organization. The member may increase or decrease the number of board members. The member has the final approval of any changes to the bylaws. Form 990, Part VI, Line 11b Review of form 990 by governing body The 990 was reviewed by an independent accounting firm for accuracy and completeness. A paper copy of the 990 is made available for review by the Board of Directors prior to filing with the Internal Revenue Service. Each member of the Board of Directors is encouraged to review the 990. Form 990, Part VI, Line 12c Conflict of interest policy The Governance committee of the Board reviews disclosure forms on an annual basis. In addition, the ratio of interested vs disinterested directors is closely monitored. Interested directors are not allowed to hold office or serve on the audit committee. Finally, a protocol has been established that prevents the conversion of a current disinterested director to an interested director. Form 990, Part VI, Line 15a Process to establish compensation of top management official The filing organization relied on a related organization's methods to establish the top management official's compensation. The related organization, Casa Colina Inc., used the following methods to establish compensation for the CEO: The board maintains a compensation committee that conducted an independent compensation consultation and a compensation study. Once approved by the Board of Directors the CEO is then offered a written employment contract. Form 990, Part VI, Line 19 Required documents available to the public Financial statement information is made available to the public for inspection via the Electronic Municipal Market Access website. In addition, audited financial information is provided to the public for the purpose of grant awards upon request as necessary. The organization's governing documents and conflict of interest policy are available upon request. Form 990, Part IX, Line 11g Independent contractors were paid by Casa Colina, Inc., FEIN 95-3655256, a related organization. Amounts paid independent contractors are included on Casa Colina, Inc.'s Form 990. Form 990, Part IX, Line 11g Other Fees Purchased Services - Total Expense: 1248908, Program Service Expense: 364102, Management and General Expenses: 768876, Fundraising Expenses: 115930; Form 990, Part IX, Line 11g Other Expenses Printing - Total Expense: 519, Program Service Expense: 519, Management and General Expenses: , Fundraising Expenses: ; Corporate G&A - Total Expense: 895867, Program Service Expense: 109711, Management and General Expenses: 657670, Fundraising Expenses: 128486; Event Support - Total Expense: 525990, Program Service Expense: , Management and General Expenses: , Fundraising Expenses: 525990; Form 990, Part X, Line 20 Tax-exempt bond liabilities included in Part X represent borrowings by Casa Colina, Inc., the parent of the organization. The liability reported in the organization's balance sheet consists of the pro rata share of tax-exempt bond proceeds utilized for the organization's capital projects. The organization is a Member of the Obligated Group for Casa Colina, Inc.'s tax-exempt bonds. Form 990, Part XI, Line 9 Other changes in net assets or fund balances Change in other temporarily restricted net assets - -100783; Change in value of charitable remainder trusts - 723447; Change in value of temporarily restricted net assets - 322; Capital donation - 482140; Casa Colina Hospital and Centers for Healthcare 255 E Bonita Ave Pomona CA 91767 951643989 Medical & Rehabilitative Services CA 501(c)(3) 3 Casa Colina Inc false Casa Colina Comprehensive Outpatient Rehabilitation Services Inc 255 E Bonita Ave Pomona CA 91767 953266014 Outpatient Rehabilitation Services CA 501(c)(3) 7 Casa Colina Inc false Padua Village Inc 255 E Bonita Ave Pomona CA 91767 953713170 Long Term Care for TBI CA 501(c)(3) 7 Casa Colina Inc false Casa Colina Centers for Rehabilitation Inc 255 E Bonita Ave Pomona CA 91767 953392219 Transitional Living Center for TBI CA 501(c)(3) 7 Casa Colina Inc false Casa Colina Inc 255 E Bonita Ave Pomona CA 91767 953655256 Admin Support for Related Organizations CA 501(c)(3) Type III-FI NA false Charitable Remainder Trust (5) 255 E Bonita Ave Pomona CA 91767 Filing Org is Trustee CRTs CA NA 0 0 false Colina Medical Associates 255 E Bonita Ave Pomona CA 91767 352473284 Patient Care CA Casa Colina Hospital C Corporation 0 0 false false true false true false false false false false true false false true false true true false false false Casa Colina Centers for Rehabilitation Foundation PO Box 6001 Pomona CA 91769 953655255 X 0 0 0 2787012 2787012 289351 72338 0 0 0 Casa Colina Hospital and Centers for Healthcare 255 E Bonita Ave Pomona CA 91767 951643989 X 0 20007 20007 106087785 106107792 1000000 250000 0 0 0 Casa Colina Comprehensive Outpatient Rehabilitation Services Inc 255 E Bonita Ave Pomona CA 91767 953266014 X 0 0 0 928995 928995 164349 41087 0 0 0 Padua Village Inc 255 E Bonita Ave Pomona CA 91767 953713170 X 0 0 0 7037605 7037605 501880 125470 0 0 0 Casa Colina Centers for Rehabilitation Inc 255 E Bonita Ave Pomona CA 91767 953392219 X 0 0 0 9898140 9898140 644907 161227 0 0 0 CASA COLINA INC 255 E Bonita Ave Pomona CA 91767 953655256 X 0 0 0 10872537 10872537 693627 173407 0 0 0