2015-05-13T16:57:04-05:00 2014-06-30 951720829 MARTIN WERBELOW LLP 300 N LAKE AVE SUITE 930 PASADENA CA 911014106 990 2014-02-03 471102014 SOPHIE MILLER FOUNDATION SOPH 6264035880 1111 SOUTH ARROYO PARKWAY NO 230 PASADENA CA 91105 MARTHA TAMBURRANO PRESIDENT 6264035880 2015-05-06 1 ERICH RAIL P00174228 6265771440 2013 2016-02-25 16:41:14Z X MARTHA TAMBURRANO 1111 S ARROYO PARKWAY STE 230 PASADENA CA 91105 0 0 X WWW.SOPHIEMILLERFOUNDATION.ORG X 2014 CA THE FOUNDATION SUPPORTS VIBRANT COMMUNITY FOR SENIORS THROUGH BENEVOLENCE AND INNOVATION 4 3 0 17 0 0 0 0 0 0 0 784446 0 39376 0 44062 19303 843125 -843125 0 0 0 X THE SOPHIE MILLER FOUNDATION ("SMF") SUPPORTS VIBRANT COMMUNITY FOR SENIORS THROUGH BENEVOLENCE AND INNOVATION. 0 0 475461 475461 SMF PROVIDED $475,461 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 2014, ECS PROVIDED CHARITABLE CARE TO 17 INDEPENDENT LIVING RESIDENTS, 21 ASSISTED LIVING RESIDENTS AND 14 SKILLED NURSING RESIDENTS - A TOTAL OF 52 INDIVIDUALS. 308985 308985 SMF PROVIDED $175,750 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 $40,000 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 $50,519 TOWARD PROGRAMS TO BENEFIT ECS RESIDENTS AND TRAINING OF VOLUNTEERS TO SERVE AS COMPASSIONATE COMPANIONS FOR THOSE WHO ARE AT THE END OF LIFE.SMF ALSO PROVIDED $11,521 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").IN ADDITION, SMF PROVIDED $31,195 TO SUPPORT THE MASTERPIECE SENIOR RESOURCES PROGRAM, WHICH PROVIDES ENHANCED SERVICES TO THE AFFORDABLE AND LOW INCOME SENIOR CITIZENS THAT RESIDE IN PROPERTIES MANAGED BY COMMUNITY HOUSING MANAGEMENT SERVICES. SERVICES INCLUDE PHYSICAL, INTELLECTUAL, SOCIAL, RECREATIONAL AND HEALTH RELATED ACTIVITIES THAT RESIDENTS WOULD OTHERWISE BE WITHOUT. 784446 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 4 3 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 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 0 0 0 0 784446 784446 28609 2861 25748 3071 307 2764 5314 531 4783 2382 238 2144 4875 4875 2602 260 2342 PURCHASED SERVICES 2900 2090 810 SUPPLIES 2232 223 2009 CONTRACT SERVICES 2062 206 1856 TAXES & LICENSES 1198 1198 3434 1828 1606 843125 784446 14617 44062 0 0 0 0 X 0 0 0 0 X -843125 843125 X X 0 1 X 1 0 X X X X 0 0 0 EPISCOPAL COMMUNITIES & SERVICES FOR SENIORS 951642373 9 1 1 1 784446 1 784446 SCHEDULE A THE CURRENT YEAR IS BOTH AN INITIAL YEAR AND A SHORT YEAR. 0 X 0 0 0 0 0 843125 0 843125 0 843125 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. 1 EPISCOPAL COMMUNITIES & SERVICES FOR SENIORS 1111 S ARROYO PARKWAY STE 230 PASADENA CA 91105 951642373 501(C)(3) 577501 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) 206945 TO PROVIDE SUPPORT FOR PROPERTY MANAGEMENT SERVICES, WELLNESS PROGRAMING AND OTHER SUPPORT. 2 0 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 843,125. 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) 509(A)(2) 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) 509(A)(2) EPISCOPAL COMMUNITIES & SERVICES FOR SENIORS 0 MONTECEDRO INC 1111 S ARROYO PARKWAY STE 230 PASADENA CA 91105 270707394 ENHANCES ECS' FUNDRAISING EFFORTS AND OVERSEES INVESTMENTS CA 501(C)(3) 509(A)(2) EPISCOPAL COMMUNITIES & SERVICES FOR SENIORS 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 1