2025-11-13T15:17:04-06:00 2024-12-31 450250958 EIDE BAILLY LLP 2950 E HARMONY RD STE 290 FORT COLLINS CO 805283429 990 2024-01-01 951652915 MONTE VISTA GROVE HOMES MONT 6267966135 2889 SAN PASQUAL STREET PASADENA CA 91107 DEBORAH A HERBERT CEO 6267966135 2025-11-13 1 1 KYLE FRITCH CPA P01313374 9702238825 2025-11-12 2024 2025-03-06 01:10:19Z DEBORAH A HERBERT 2889 SAN PASQUAL STREET PASADENA CA 91107 15600813 0 X WWW.MVGH.ORG X 1924 CA SENIOR COMMUNITY COMMITTEED TO BEST PRACTICES IN OUR CARE OF PEOPLE, FINANCES, TIME & ENVIRONMENT 23 22 136 50 0 0 919147 1173529 6837305 8823089 1112160 716028 2438518 -53337 11307130 10659309 0 0 0 0 5892947 6643942 0 0 301784 4092308 4059614 9985255 10703556 1321875 -44247 30362063 30553440 6391936 5938302 23970127 24615138 X MONTE VISTA GROVE HOMES (MVGH) IS A HOLISTIC AND VIBRANT SENIOR COMMUNITY FILLED WITH CREATIVITY, LOVE AND COMPASSION. THE HISTORIC MISSION HAS BEEN TO BE A CHRIST-CENTERED COMMUNITY THAT MEETS THE NEEDS OF QUALIFIED RETIRED CHURCH WORKERS OF THE PRESBYTERIAN (CONT.) CHURCH (USA). CONSISTENT WITH CHANGING VOCATIONAL PATTERNS, MVGH NOW WELCOMES RESIDENTS FROM FIVE DENOMINATIONS WITH WHICH THE PRESBYTERIAN CHURCH (USA) IS IN FULL COMMUNION. IN ADDITION TO INDEPENDENT LIVING FOR THESE QUALIFIED CHURCH WORKERS, MVGH OFFERS FURTHER LEVELS OF CARE, REGARDLESS OF RELIGIOUS AFFILIATION. MVGH'S ASSISTED LIVING, MEMORY CARE, AND SKILLED NURSING ARE OPEN TO THE WIDER COMMUNITY. 0 0 3565181 3740141 RESIDENTIAL CARE FACILITY FOR ENHANCED ASSISTED LIVING FOR BEDRIDDEN/WHEELCHAIR BOUND RESIDENTS. 2787860 2889162 PROVIDE UNLICENSED INDEPENDENT HOUSING IN 84 APARTMENTS ON CAMPUS. PROVIDE DIETARY ASSISTANCE, AND OTHER PROGRAM SERVICES. 1524049 1121480 OPERATION OF 10 ROOM RESIDENTIAL CARE FACILITY FOR MEMORY CARE, PROVIDE DIETARY ASSISTANCE, AND OTHER PROGRAM SERVICES. 1169228 1072306 OPERATION OF 16-APARTMENT RESIDENTIAL CARE FACILITY. PROVIDE DIETARY ASSISTANCE, AND OTHER PROGRAM SERVICES. 1169228 1072306 9046318 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 53 0 1 136 1 0 0 0 0 0 0 0 0 0 0 0 0 X 23 22 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 CA X MONTE VISTA GROVE HOMES - KIM HOUSER CFO 6267966135 2889 SAN PASQUAL STREET PASADENA CA 91107 MYRON OATES PRESIDENT 5.00 X X 0 0 0 DR PATRICIA MARTINEZ-MILLER VICE PRESIDENT 5.00 X X 0 0 0 KAREN WALTER SECRETARY 5.00 X X 0 0 0 GERALD HERTER TREASURER 5.00 X X 0 0 0 JIM CRONK ASSISTANT TREASURER 5.00 X X 0 0 0 AL BOEGH TRUSTEE 3.00 X 0 0 0 MARK BURNS TRUSTEE 3.00 X 0 0 0 HELEN DARSIE TRUSTEE 3.00 X 0 0 0 CHRIS DURYEE TRUSTEE 3.00 X 0 0 0 REV JASON GAMBLE TRUSTEE 3.00 X 0 0 0 BETTY GLICK TRUSTEE 3.00 X 0 0 0 REV MARK HONG TRUSTEE 3.00 X 0 0 0 DENISE JACKSON TRUSTEE 3.00 X 0 0 0 REV DR MARILYN MANNING TRUSTEE 3.00 X 0 0 0 REV DR TERRY MCGONIGAL TRUSTEE 3.00 X 0 0 0 DR DEBORAH OWENS TRUSTEE 3.00 X 0 0 0 PAT REDDY TRUSTEE 3.00 X 0 0 0 MICHAEL ROMO TRUSTEE 3.00 X 0 0 0 REV DR NORMAN THOMAS TRUSTEE 3.00 X 0 0 0 JANET WELLS TRUSTEE 3.00 X 0 0 0 LLOYD WONG TRUSTEE 3.00 X 0 0 0 REV DAVID WON TRUSTEE 3.00 X 0 0 0 DEBORAH HERBERT CHIEF EXECUTIVE OFFICER 40.00 X X 193243 0 22575 KIM HOUSER CHIEF FINANCIAL OFFICER 40.00 X 179936 0 10261 EDEN CONORA CARE COORDINATOR 40.00 X 148968 0 22147 ROBIN HARVILL DIRECTOR OF PHILANTHROPY 40.00 X 110892 0 7022 633039 0 62005 4 0 1 0 JDE CONSTRUCTION INC 2850 WALNUT AVE SIGNAL HILL CA 90755 CONSTRUCTION 1125203 UNIDINE CORPORATION PO BOX 102289 ATLANTA GA 303682289 FOOD SERVICES 1110351 2 215627 957902 15356 1173529 ENHANCED ASSISTED LIVING 623000 2582371 2582371 DIETARY REVENUES 623000 2335027 2335027 INDEPENDENT LIVING 623000 1620795 1620795 ANCILLARY SERVICES & FEES 623990 1010773 1010773 MEMORY CARE 623000 757018 757018 517105 517105 8823089 388589 388589 5152734 147 4817679 7763 335055 -7616 327439 327439 62725 215627 116062 -53337 -53337 10659309 8823089 0 662691 406531 333099 57835 15597 5036684 4126902 716546 193236 87944 72059 12511 3374 1112783 911781 158310 42692 5472 5472 98309 98309 57203 57203 660418 596540 58146 5732 6460 6460 9005 783 7789 433 430574 395663 33453 1458 57013 48519 7938 556 60 60 1330093 1314663 15309 121 413007 337973 64934 10100 DIETARY FOOD SUPPLY 510391 500182 7935 2274 SUPPLIES AND EQUIPMENT 246572 219137 26573 862 SUNDRY 135036 96447 15100 23489 RESIDENTIAL FINANCIALS 74823 74823 25178 17747 5571 1860 10703556 9046318 1355454 301784 181301 417301 33423 0 23149 51213 975200 855472 1932741 1886724 312277 287072 41429686 26489985 14525902 14939701 10710811 11171670 1153883 434832 513376 509455 30362063 30553440 750150 887689 3581824 3099214 408333 308333 1651629 1643066 6391936 5938302 X 21519683 22015806 2450444 2599332 23970127 24615138 30362063 30553440 X -44247 685782 3476 X 0 1 X 1 0 X 1518798 2542864 1639158 3357665 1173529 10232014 7394673 6343196 6164144 6837305 8823089 35562407 8913471 8886060 7803302 10194970 9996618 45794421 76844 77540 37850 63491 98858 354583 243662 185947 429609 320506 263487 37850 63491 98858 784192 45010229 397791 386256 347517 403529 388589 1923682 397791 386256 347517 403529 388589 1923682 7079 12834 19913 9318341 9285150 8150819 10598499 10385207 47738016 0.94290 0.94090 0.04030 0.04250 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2896921 41325 234617 72423 15987 3084453 2776419 975 198571 63808 15236 2896921 3123014 24512 -260739 95074 15294 2776419 3056917 35684 118046 71649 15984 3123014 3027420 22601 159715 137270 15549 3056917 0.32580 0.67420 1 0 97108 97108 36334716 23108234 13226482 4416521 3381751 1034770 581341 581341 14939701 LIABILITY FOR REFUNDABLE AND REPAYABLE ENTRANCE FEES 761112 DEPOSITS AND OTHER LIABILITIES 414157 OPERATING LEASE LIABILTIES 50859 REFUNDABLE ADVANCE 394838 REFUNDABLE ENTERANCE FEES 22100 1643066 X 11305879 685782 17991 703773 10602106 57203 57203 10659309 10660868 14515 14515 10646353 57203 57203 10703556 PART V, LINE 4: RICHMOND ENDOWMENT - ENDOWMENT FUNDS SUBJECT TO RESTRICTIONS REQUIRING THAT THE PRINCIPAL BE INVESTED IN PERPETUITY. INCOME FROM THE INVESTMENTS CAN BE UTILIZED AT THE DISCRETION OF THE BOARD OF TRUSTEES FOR THE HEALTH CENTER AND THE ORGANIZATION'S OPERATING EXPENSES AND IS RECORDED AS REVENUE WITHOUT DONOR RESTRICTIONS. QUALITY OF LIFE - ENDOWMENT FUNDS SUBJECT TO RESTRICTIONS REQUIRING THAT THE PRINCIPAL BE INVESTED IN PERPETUITY. INCOME IS TO BE USED TO PROVIDE HEALTH CARE SERVICES TO LOW INCOME RESIDENTS AND IS RECORDED AS REVENUE WITH DONOR RESTRICTIONS. RIDINGS FUND - ENDOWMENT FUNDS SUBJECT TO RESTRICTIONS REQUIRING THAT THE PRINCIPAL BE INVESTED IN PERPETUITY. INCOME FROM THE INVESTMENTS CAN BE UTILIZED AT THE DISCRETION OF THE BOARD OF TRUSTEES FOR THE HEALTH CENTER AND THE ORGANIZATION'S OPERATING EXPENSES AND IS RECORDED AS REVENUE WITHOUT DONOR RESTRICTIONS. PART X, LINE 2: MANAGEMENT BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AFFECTING ITS ANNUAL FILING REQUIREMENTS, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. MVGH AND THE LLC WOULD RECOGNIZE FUTURE ACCRUED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS AND LIABILITIES IN INCOME TAX EXPENSE IF SUCH INTEREST AND PENALTIES ARE INCURRED. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE - SPLIT INTEREST AGREEMENTS 4,342. CHANGE IN VALUE OF BENEFICIAL INTERESTS IN PERPETUAL TRUSTS 13,649. PART XII, LINE 2D - OTHER ADJUSTMENTS: LOSS ON UNCOLLECTIBLE PROGRAM REVENUE 14,515. FUNDRAISING EVENT 278352 215627 62725 116062 278352 215627 62725 116062 116062 -53337 X X X 0 0 0 0 0 0 0 1 0 DEBORAH HERBERT CHIEF EXECUTIVE OFFICER 178243 0 15000 0 0 0 5792 0 17041 0 216076 0 0 0 KIM HOUSER CHIEF FINANCIAL OFFICER 165936 0 14000 0 0 0 6345 0 4174 0 190455 0 0 0 EDEN CONORA CARE COORDINATOR 142968 0 6000 0 0 0 5385 0 17020 0 171373 0 0 0 PART I, LINE 6 THE ORGANIZATION ANNUALLY REVIEWS THE PERFORMANCES OF THE EXECUTIVE STAFF AND OTHER STAFF TO DETERMINE IF ADDITIONAL COMPENSATION IN THE FORM OF BONUSES WILL BE PAID. FOR THE TAX PERIOD ENDING DECMBER 31, 2024, BONUSES WERE AWARDED BASED ON REVIEW OF EACH INDIVIDUAL'S PERFORMANCE AND SERVICES TO THE ORGANIZATION. X 4 26468 AVERAGE VALUE OF STOCK X BUILDING IMPROVEMENTS 4 15356 FMV - REPLACEMENT CO 0 0 1 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE TOTAL NUMBER OF DONORS IN PART I, COLUMN (B). FORM 990, PART VI, SECTION A, LINE 1A THE BOARD OF DIRECTORS DELEGATES THE POWER OF AUTHORITY TO THE EXECUTIVE COMMITTEE IN ACCORDANCE WITH THE BYLAWS. THE EXECUTIVE COMMITTEE THEN HAS THE AUTHORITY TO CARRY OUT GOVERNANCE AS OUTLINED IN THE BYLAWS. FORM 990, PART VI, SECTION B, LINE 11B THE MANAGEMENT COMMITTEE OF THE BOARD OF TRUSTEES AUTHORIZES THE CHIEF FINANCIAL OFFICER TO REVIEW THE FORM 990 IN DETAIL PRIOR TO FILING THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C A COMPREHENSIVE POLICY ON CONFLICTS OF INTEREST AND DISCLOSURE OF CERTAIN INTERESTS HAS BEEN ADOPTED AS A BOARD POLICY THAT IS REVIEWED ANNUALLY BY EACH MEMBER. FORM 990, PART VI, SECTION B, LINE 15 THE PERSONNEL COMMITTEE (WHICH IS A SUB-COMMITTEE OF THE MANAGEMENT COMMITEE) COLLABORATES WITH THE EXECUTIVE COMMITEE OF THE BOARD OF DIRECTORS TO OVERSEE THE ANNUAL PERFORMANCE EVALUATION/SALARY REVIEW OF THE CHIEF EXECUTIVE OFFICER. IN ADDITION, THE PERSONNEL COMMITEE PROVIDES COUNSEL AND SUPPORT TO THE CEO IN REGARDS TO MVGH SENIOR STAFF. THE CEO IS TO MAKE PROCEDURAL AND SALARY RECOMMENDATIONS TO THE MANAGEMENT COMMITTEE AS NECESSARY. PER THE MANAGEMENT COMMITTEE POLICIES AND PROCEDURES, THE MANAGEMENT COMMITEE APPROVES THE COMPENSATION PACKAGES FOR THE CHIEF EXECUTIVE OFFICER AND CHIEF FINANCIAL OFFICER. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE - SPLIT INTEREST AGREEMENTS 4,342. LOSS ON UNCOLLECTIBLE PROGRAM REVENUE -14,515. CHANGE IN VALUE OF BENEFICIAL INTERESTS IN PERPETUAL TRUSTS 13,649. THE GROVE CAMPUS LLC 2889 SAN PASQUAL STREET PASADENA CA 91107 462229596 OPERATION OF UNLICENSED SENIOR HOUSING (INDEPENDENT LIVING) CA 1751717 14054546 MONTE VISTA GROVE HOMES