2017-11-10T15:38:00-06:00 2016-12-31 910189318 Moss Adams LLP 3121 W March Ln Ste 200 Stockton CA 952192367 990 2016-01-01 680227233 Eskaton Foundation ESKA 9163340810 5105 Manzanita Avenue Carmichael CA 95608 Bill Pace CFO 9163340810 2017-11-09 1 Tracy S Paglia P00366884 2099556100 2017-11-09 24.176.237.58 2017-11-09 09:22:10 PS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 68BC8D16007A635797B63211188E0ACDDC1C3CBF 2016 2017-02-10 21:41:12Z TODD S MURCH 5105 Manzanita Avenue Carmichael CA 95608 1936234 0 X WWW.ESKATON.org X 1989 CA To improve the lives of seniors through the power of generosity. 20 19 5 0 0 0 1592331 1486184 0 0 270664 71972 64 -6839 1863059 1551317 630429 479687 0 0 542622 594242 0 0 488295 308017 323160 1481068 1397089 381991 154228 3800396 4153922 188519 199735 3611877 3954187 Eskaton Foundation's primary mission is to advance Eskaton's ability to provide accessible, innovative services for seniors by nurturing a philanthropic environment that fosters volunteer involvement, donor relations and stewardship. 0 0 441674 441674 0 Contributions to meet the mission of Eskaton Foundation supporting Eskaton Kids Connection, Transportation Plus, Therapeutic Music, No One Dies Alone and Spiritual Care, Adult Day Health Care Services, and financial assistance to Eskaton residents who may run out of funds and may not be able to afford their ongoing rent and/or services, among many other purposes. Please visit the Eskaton website (www.eskaton.org) for the Eskaton annual report. 38013 38013 0 The 2016 Wes Justyn Golf Classic: seventy percent of the proceeds were allocated to the Transportation Plus Program. Thirty percent of the proceeds were invested in Eskaton Foundation's Board designated fund for the purpose of supporting Eskaton residents who may run out of funds and may not be able to afford their ongoing rent and/or services. Please visit the Eskaton website (www.eskaton.org) for the Eskaton annual report. 479687 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 14 0 1 5 1 0 0 0 0 0 0 0 0 0 0 X 20 19 0 1 0 0 1 1 0 1 1 0 0 0 1 1 1 1 1 1 1 0 CA X Eduard Boogaard 9163395688 5105 Manzanita Avenue Carmichael CA 95608 Todd Murch CEO 2.00 52.00 X X 0 1103586 36437 Tom Arjil Board Member 1.00 X 0 0 0 Dave Dess Chair 2.00 X 0 0 0 Shirley Farinha Board Member 1.00 X 0 0 0 Kevin Hamm Board Member 1.00 X 0 0 0 Robert Harris Board Member 1.00 X 0 0 0 Tim Ray Board Member 1.00 X 0 0 0 Ed Cotney Board Member 1.00 X 0 0 0 Pramila Kriplani Board Member 1.00 X 0 0 0 Wendy Beecham 2nd Vice Chair 1.00 X 0 0 0 Robin Bevier Board Member 1.00 X 0 0 0 Melinda Eppler Board Member 1.00 X 0 0 0 Jeff Grahling Board Member 1.00 X 0 0 0 Andrew Grant Board Member 1.00 X 0 0 0 Al Kahane Board Member 1.00 X 0 0 0 Amelya Stevenson Vice Chair 2.00 X 0 0 0 Cindy Bustamante Board Member 1.00 X 0 0 0 Vince Cook board Member 1.00 X 0 0 0 Staci Corral board Member 1.00 X 0 0 0 Sanjay Varshney PhD Board Member 1.00 X 0 0 0 Bill Pace CFO 2.00 52.00 X 0 393673 114468 Elizabeth Donovan COO 2.00 52.00 X 0 393615 116772 Kim Rhinehelder VP, Philanthopy 40.00 X 0 222840 85121 0 2113714 352798 0 0 1 0 Parker Driver Services 560 54th Street Sacramento CA 95819 Transportation Services 139186 1 158335 655815 672034 1486184 58633 58633 360243 346904 13339 13339 13339 31174 158335 38013 -6839 -6839 1551317 0 0 65133 238986 238986 240701 240701 247603 109690 137913 210004 93034 116970 107345 47555 59790 29290 12976 16314 51600 22859 28741 26052 26052 50416 7415 43001 37924 16801 21123 60 27 33 18434 8166 10268 51 23 28 11234 11234 13655 6049 7606 Special Events 103198 62558 40640 Other Direct expenses 6160 2729 3431 Dues & Subscriptions 3945 1748 2197 431 191 240 1397089 479687 429107 488295 809515 821156 69244 113241 58547 49990 8720 10569 129185 75669 10578 53516 2681931 2950077 161861 155373 3800396 4153922 188519 199735 188519 199735 X 1779649 1923193 1292906 1481518 539322 549476 3611877 3954187 3800396 4153922 X 154228 182513 5569 X 0 1 X 1 0 X 2001997 1210754 1424270 1592331 1486184 7715536 2001997 1210754 1424270 1592331 1486184 7715536 4005383 3710153 37232 49407 45801 55797 58633 246870 7962406 147169 0.46600 0.42280 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 129185 75669 53516 53516 X Part X, Line 2: FASB ASC TOPIC 740, INCOME TAXES, PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR FINANCIAL STATEMENT DISCLOSURE OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN. RECOGNITION OF A TAX POSITION IS DETERMINED WHEN IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY THE TAXING AUTHORITIES, INCLUDING RESOLUTION OF ANY RELATED APPEALS OR LITIGATION PROCESSES. A TAX POSITION THAT MEETS THE MORE LIKELY THAN NOT RECOGNITION THRESHOLD IS MEASURED AT THE LARGEST AMOUNT OF BENEFIT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED UPON ULTIMATE SETTLEMENT WITH A TAXING AUTHORITY. ESKATON RECOGNIZES INTEREST AND PENALTIES RELATED TO INCOME TAX MATTERS IN OPERATING EXPENSES. AT DECEMBER 31, 2016 AND 2015, THERE WERE NO SUCH UNCERTAIN TAX POSITIONS. Golf Tournament 189509 158335 31174 8104 9690 18069 2150 189509 158335 31174 8104 9690 18069 2150 38013 -6839 1 Eskaton Properties Inc 5105 Manzanita Ave Carmichael CA 95608 942906316 501(c)(3) 175635 Program Support Eskaton 5105 MANZANITA AVE CARMICHAEL CA 95608 942906307 501(c)(3) 42941 PROGRAM SUPPORT 2 0 EMPLOYEE EMERGENCY ASSISTANCE FUND DISTRIBUTIONS 21 5723 RESIDENT ASSISTANCE FUNDS DISTRIBUTIONS 9 63244 Intergenerational Program Distributions 18 19271 Transportation Plus 172 152463 Part I, Line 2: Recipients of funding are required to complete an application and narrative describing how the money will enhance the lives of seniors. DECISIONS FOR THE AMOUNT OF FUNDING ARE MADE UPON THE REVIEW AND APPROVAL OF THE PRESIDENT, SECRETARY, AND VICE-PRESIDENT OF PHILANTHROPY. Annually, the Vice President of Philanthropy reviews Eskaton Foundation's distributions to verify that the money was spent as the donors intended. 0 1 0 0 0 0 0 0 0 Todd Murch CEO 0 498790 0 181236 0 423560 0 7950 0 28487 0 1140023 0 0 Bill Pace CFO 0 323673 0 70000 0 0 0 93118 0 21350 0 508141 0 0 Elizabeth Donovan COO 0 323615 0 70000 0 0 0 104812 0 11960 0 510387 0 0 Kim Rhinehelder VP, Philanthopy 0 212840 0 10000 0 0 0 64170 0 20951 0 307961 0 0 Part I, Line 4b The plan is limited to key employees who are designated by the Board of Directors. The employee becomes fully vested upon the earlier of his/her termination of employment at his/her normal retirement date or his/her completion of 10 years of executive management service. Final average pay is calculated by averaging the annual compensation for the three consecutive years out of the last ten years of senior executive management service that results in the highest average. Todd Murch received a payment from the plan in the amount of $423,560. Bill Pace received a payment from the plan in the amount of $871,610. Elizabeth Donovan participated in the plan during the year. Kim Rhinehelder participated in the plan during the year. Part I, Line 3: Compensation for the President and CEO was determined by Eskaton Properties, INC., a related organization, that used one or more of the methods described on line 3 to establish compensation. Form 990, Part VI, Section A, line 3 Eskaton Properties, Inc. performs the organization's management duties through common officers and key employees. Form 990, Part VI, Section A, line 6 The organization has one corporate member. As a subsidiary corporation to the corporate member, all of the assets of the organization would be received by the corporate member upon dissolution. Form 990, Part VI, Section A, line 7a The organization's sole corporate member has the power to appoint all directors other than the President of the Corporation. Form 990, Part VI, Section B, line 11b Data to prepare the 990 is gathered by the financial analyst. The return is prepared by a professional accounting firm and reviewed by the Director of Finance and the CFO. The final 990 is signed by the CFO. Form 990, Part VI, Section B, line 12c Officers and directors are required to annually disclose their potential conflicts of interest. Directors abstain from voting and do not participate in discussion of Board actions related to potential conflicts of interest. Form 990, Part VI, Section B, line 15 The president's compensation is determined by the Eskaton Properties, Inc.'s CEO based on annual data from surveys of comparable organizations. Form 990, Part VI, Section C, line 19 Eskaton Foundation's governing documents and conflict of interest policy are not routinely available to the public. The Eskaton Foundation financial statements are available to the public through guidestar and upon request. Form 990, Part XI, line 9: Change in Value of Charitable Gift Annuities 5,569. Eskaton Lodge Granite Bay 5105 Manzanita Avenue Carmichael CA 95608 941663809 Senior Residences & Services CA 501(c)(3) Line 10 Eskaton 1 Eskaton Village Grass Valley 5105 Manzanita Avenue Carmichael CA 95608 943358174 Senior Residences & Services CA 501(c)(3) Line 10 Eskaton 1 Eskaton Village Roseville 5105 Manzanita Avenue Carmichael CA 95608 680472230 Senior Residences & Services CA 501(c)(3) Line 10 Eskaton 1 Eskaton Village Placerville 5105 Manzanita Avenue Carmichael CA 95608 270704516 Senior Residences & Services CA 501(c)(3) Line 10 Eskaton 1 Eskaton 5105 Manzanita Avenue Carmichael CA 95608 942906307 Senior home-based Services CA 501(c)(3) Line 10 N/A 0 Eskaton Properties Inc 5105 Manzanita Avenue Carmichael CA 95608 942906316 Senior Residences & Services CA 501(c)(3) Line 10 Eskaton 1 Eskaton Fountainwood Lodge 5105 Manzanita Avenue Carmichael CA 95608 275246432 Senior Residences & Services CA 501(c)(3) Line 10 Eskaton 1 California Health Care Consultants 5105 Manzanita Avenue Carmichael CA 95608 942761402 Leased employees for senior residences CA N/A C 0 Livable Design 5105 Manzanita Avenue Carmichael CA 95608 942243808 Provide research & design principals to home builders CA N/A C 0 0 1 1 0 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 Eskaton Properties Inc M 51600 FMV Eskaton Properties Inc P 738231 FMV Eskaton Properties Inc C 655815 FMV Eskaton properties Inc E 51192 EOY Balance Eskaton Properties Inc R 1022562 fMV Eskaton B 63351 FMV Eskaton Properties Inc B 175635 FMV