2016-05-16T00:00:00-05:00 2015-06-30 951720829 MARTIN WERBELOW LLP 300 N LAKE AVE SUITE 930 PASADENA CA 911014106 990 2014-07-01 471102014 SOPHIE MILLER FOUNDATION SOPH 6264035880 1111 SOUTH ARROYO PARKWAY NO 230 PASADENA CA 91105 JAMES ROTHROCK PRESIDENT & CEO 6264035880 2016-05-09 1 ERICH RAIL P00174228 6265771440 2014 2016-08-17 19:52:53Z JAMES ROTHROCK 1111 S ARROYO PARKWAY STE 230 PASADENA CA 91105 2890794 0 X WWW.SOPHIEMILLERFOUNDATION.ORG X 2014 CA THE FOUNDATION SUPPORTS VIBRANT COMMUNITY FOR SENIORS THROUGH BENEVOLENCE AND INNOVATION 5 4 0 15 0 0 0 354553 0 0 0 221024 0 0 0 575577 784446 2512281 0 0 39376 101529 0 0 114306 19303 94709 843125 2708519 -843125 -2132942 0 27132070 0 31601 0 27100469 X THE SOPHIE MILLER FOUNDATION ("SMF") CREATES EXCEPTIONAL COMMUNITIES AND SERVICES FOR SENIORS. 0 0 1410290 1410290 SMF PROVIDED $1,410,290 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 2015, ECS PROVIDED CHARITABLE CARE TO 17 INDEPENDENT LIVING RESIDENTS, 21 ASSISTED LIVING RESIDENTS AND 15 SKILLED NURSING RESIDENTS - A TOTAL OF 53 INDIVIDUALS. 800000 800000 SMF PROVIDED $800,000 TOWARD ECS FACILITIES. THESE DESIGNATED FUNDS WERE DISBURSED FOR THE DEVELOPMENT OF A NEW COMMUNITY. THE RESTRICTED FUNDS WERE DISBURSED TO FUND SPECIAL CAPITAL PROJECTS ON THE CAMPUSES, CONSISTENT WITH DONOR INTENT. 301991 301991 SMF PROVIDED $75,136 TO SUPPORT COMMUNITY HOUSING MANAGEMENT SERVICES, AN AFFILIATE THAT PROVIDES PROPERTY MANAGEMENT SERVICES, WELLNESS PROGRAMMING AND OTHER SUPPORT TO AFFORDABLE HOUSING COMMUNITIES SERVING LOW-INCOME OLDER ADULTS IN SOUTHERN CALIFORNIA.SMF ALSO PROVIDED $80,000 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. SMF PROVIDED $42,306 TOWARD PROGRAMS TO BENEFIT ECS RESIDENTS, INCLUDING EXERCISE CLASSES, ART INSTRUCTION, CONCERTS, AND OTHER ENRICHING ACTIVITIES.SMF ALSO PROVIDED $57,268 TOWARD THE BY YOUR SIDE PROGRAM TO SUPPORT END-OF-LIFE VIGIL COMPANIONS.IN ADDITION, SMF PROVIDED $47,281 TOWARD PROGRAMS TO BENEFIT ECS EMPLOYEES, PROVIDING FINANCIAL ASSISTANCE FOR EMPLOYEE EDUCATION OPPORTUNITIES AS WELL AS EMERGENCY FUNDS THROUGH THE STAFF ASSISTANCE FUND FOR EMERGENCIES ("SAFE"). 2512281 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 4 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X X THE ORGANIZATION 6264035880 1111 SOUTH ARROYO PARKWAY NO 230 PASADENA CA 91105 X RICHARD PATTERSON JR CHAIR 3.00 X X 0 0 0 CATHY CLEMENT VICE CHAIR 1.00 X X 0 0 0 SHERMAN TELLEEN SECRETARY-TREASURER 1.00 X X 0 0 0 NANCY GOODELL BOARD OF TRUSTEES 1.00 X 0 0 0 MARTHA TAMBURRANO PRESIDENT/CEO 2.00 X X 0 0 0 JAMES S ROTHROCK CFO 4.00 X 0 0 0 0 0 0 0 0 0 0 0 354553 354553 195281 195281 2340960 2315217 25743 25743 25743 575577 0 0 221024 2512281 2512281 69386 6939 62447 7361 736 6625 17986 1799 16187 6796 680 6116 6633 5640 993 11700 11700 36805 36805 6012 601 5411 4263 426 3837 PURCHASED SERVICES 6543 4254 2289 BANK FEES 5900 5900 CONTRACT SERVICES 5187 519 4668 SUPPLIES 3178 320 2858 8488 5613 2875 2708519 2512281 81932 114306 937345 3158613 747596 22262904 0 25612 0 27132070 4718 0 26883 0 31601 X 23359010 1763952 1977507 0 27100469 0 27132070 X -2132942 -439519 29672930 X X 0 1 X 1 0 X X X 1 EPISCOPAL COMMUNITIES & SERVICES FOR SENIORS 951642373 9 1 2512281 0 1 2512281 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 26110732 -185114 795655 48587 25081376 0.91430 0.07880 0.00690 0 0 0 DUE TO RELATED PARTIES 26883 26883 X 133747 -439519 -2311 -441830 575577 0 575577 2708519 0 2708519 0 2708519 PART V, LINE 4: THE SOPHIE MILLER FOUNDATION USES THE ENDOWMENT FUNDS TO MAINTAIN THE LEVEL OF PROGRAMS AND SERVICES PROVIDED BY EPISCOPAL COMMUNITIES & SERVICES FOR SENIORS. PART X, LINE 2: SMF 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. SMF 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 SMF'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 SMF 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 SMF'S TAX RETURNS, OR THAT SMF WILL NOT BE SUBJECT TO ADDITIONAL TAX, PENALTIES, AND INTEREST AS A RESULT OF SUCH CHALLENGE. GENERALLY, SMF'S TAX RETURNS REMAIN OPEN FOR THREE YEARS FOR FEDERAL TAX EXAMINATION AND FOUR YEARS FOR STATE TAX EXAMINATION. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE ON SPLIT INTEREST AGREEMENTS -2,311. 1 EPISCOPAL COMMUNITIES & SERVICES FOR SENIORS 1111 S ARROYO PARKWAY STE 230 PASADENA CA 91105 951642373 501(C)(3) 2437145 TO PROVIDE BENEVOLENCE SUPPORT, CAPITAL SUPPORT, AND PROGRAM SERVICE FUNDS. COMMUNITY HOUSING MANAGEMENT SERVICES 1111 S ARROYO PARKWAY STE 230 PASADENA CA 91105 330204306 501(C)(3) 75136 TO PROVIDE SUPPORT FOR PROPERTY MANAGEMENT SERVICES, WELLNESS PROGRAMING AND OTHER SUPPORT. PART I, LINE 2: THE SOPHIE MILLER FOUNDATION IS A SUPPORTING ORGANIZATION FOR EPISCOPAL COMMUNITIES & SERVICES FOR SENIORS AND ITS SUBSIDIARIES AS INDICATED IN SCHEDULE R. THE SOPHIE MILLER FOUNDATION'S BOARD OF TRUSTEES REVIEWS AND APPROVES ALL GRANTS AND OTHER SUPPORT FOR EPISCOPAL COMMUNITIES & SERVICES FOR SENIORS AND ITS SUBSIDIARIES. REPORTS DETAILING THE USE OF GRANTS AND OTHER SUPPORT ARE MADE BY EPISCOPAL COMMUNITIES & SERVICES FOR SENIORS TO THE SOPHIE MILLER FOUNDATION'S BOARD OF TRUSTEES ON A REGULAR BASIS. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS PREPARED BY AN OUTSIDE CPA FIRM AND PRESENTED TO THE BOARD OF TRUSTEES. THE BOARD OF TRUSTEES REVIEW THE FORM 990 AND APPROVE 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 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: TRANSFER OF NET ASSETS FROM RELATED PARTIES 29,675,241. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -2,311. FORM 990 PART XII LINE 2C THE ORGANIZATION HAS NOT CHANGED ITS PROCESS FOR SELECTING AN INDEPENDENT ACCOUNTANT OR OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS. EPISCOPAL COMMUNITIES & SERVICES FOR SENIORS 1111 S ARROYO PARKWAY STE 230 PASADENA CA 91105 951642373 PROMOTES HEALTH AND WELL BEING OF OLDER ADULTS THRU CARE, SERVICES & HOUSING CA 501(C)(3) LINE 9 N/A 0 COMMUNITY HOUSING MANAGEMENT SERVICES 1111 S ARROYO PARKWAY STE 230 PASADENA CA 91105 330204306 PROVIDES SERVICES TO AFFORDABLE SENIOR AND DISABLED HOUSING FACILITIES CA 501(C)(3) LINE 9 EPISCOPAL COMMUNITIES & SERVICES FOR SENIORS 0 MONTECEDRO INC 1111 S ARROYO PARKWAY STE 230 PASADENA CA 91105 270707394 DEVELOPS AND OPERATES HOUSING SPECIALLY DESIGNED FOR OLDER ADULTS CA 501(C)(3) LINE 7 EPISCOPAL COMMUNITIES & SERVICES FOR SENIORS 0 CHARITABLE GIFT ANNUITIES (2) PROVIDE SUPPORT CA SOPHIE MILLER FOUNDATION T 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 1