2014-02-11T12:33:13-06:00 2013-06-30 946214841 ARMANINO LLP 12657 ALCOSTA BOULEVARD SUITE 500 SAN RAMON CA 945834600 990 2012-07-01 942940176 BAYWOOD COURT BAYW 5107332102 21966 DOLORES STREET CASTRO VALLEY CA 94546 BRUCE UDELF 5107332102 2014-02-10 1 LYNN HENLEY P00356034 9257902600 2012 2015-11-30 17:44:51Z CHRIS APPLETON 21966 DOLORES STREET CASTRO VALLEY CA 94546 29844221 0 X WWW.BAYWOODCOURT.ORG X 1984 CA OPERATION OF AN ELDERLY SKILLED NURSING, AND INDEPENDENT AND ASSISTED LIVING FACILITY. 9 9 289 70 0 0 11807 9258 15543778 16283753 46838 413988 13023 9120 15615446 16716119 30587 40922 0 0 7018573 7538220 0 0 0 7554559 7858291 14603719 15437433 1011727 1278686 24705590 25652891 19749486 19378944 4956104 6273947 OPERATION OF BAYWOOD COURT, A MULTI-LEVEL RETIREMENT FACILITY, INCLUDES 176 SENIOR HOUSING INDEPENDENT LIVING UNITS, 41 ASSISTED LIVING UNITS AND A 56 BED SKILLED NURSING FACILITY. 0 0 12552343 40922 16283753 BAYWOOD COURT PROVIDES 175 SENIOR INDEPENDENT LIVING UNITS WITH A WIDE RANGE OF SOCIAL ACTIVITIES DESIGNED TO KEEP SENIORS ENGAGED. THE 41 ASSISTED LIVING UNITS PROVIDE A GREATER LEVEL OF CARE FOR THOSE SENIORS THAT REQUIRE ADDITIONAL ASSISTANCE. THE 56 BED HEALTH CENTER PROVIDES SKILLED NURSING CARE TO BAYWOOD COURT RESIDENTS AND THE SURROUNDING CASTRO VALLEY COMMUNITY. 12552343 1 0 0 0 0 0 0 0 0 1 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 56 0 289 1 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X LISA RAY CONTROLLER 5107332404 21966 DOLORES STREET CASTRO VALLEY CA 94546 DEV MAHADEVAN 2.00 X X 0 0 0 MARY ANNE HOGERHEIDE 2.00 X X 0 0 0 CHRIS APPLETON 2.00 X X 0 0 0 EVA KASTEL 2.00 X X 0 0 0 WILBUR FRYE 2.00 X 0 0 0 JOE RUSSELL 2.00 X 0 0 0 KATIE KANDARIAN-MORRIS 2.00 X 0 0 0 NANCY DYAR 2.00 X 0 0 0 GEORGE BAUER 2.00 X 0 0 0 KELLY WIEST THRU 072712 40.00 X 120011 0 7860 BARBARA CULLINANE 0712 - 1212 40.00 X 105159 0 8167 BRUCE UDELF START 0113 40.00 X 0 0 0 RAELYNNE BENHAM 40.00 X 114905 0 3104 LUCY CLEMENTE 40.00 X 113391 0 3150 453466 0 22281 4 0 0 0 REHABCARE 7733 FORSYTH BLVD STE 2300 ST LOUIS MO 63105 THERAPY SERVICES 844921 LIFECARE SERVICES 400 LOCUST ST SUITE 820 DES MONIES IA 50309 CONSULTING 348871 GARY PIKE 132 HAMERTON AVENUE SAN FRANCISCO CA 94131 CONSULTING 110365 RICA CONSTRUCTION 3252 ROWE PLACE FREMONT CA 94536 CONSTRUCTION 103633 4 9258 9258 BAYWOOD COURT FACILITY 623000 8784542 8784542 HEALTH CENTER 623000 7499211 7499211 16283753 372900 372900 10428620 2705876 10354481 2738927 74139 -33051 41088 41088 43814 34694 9120 9120 16716119 16283753 0 423108 40922 40922 151703 151703 5676822 4937926 738896 56475 44474 12001 1196885 991021 205864 456335 353842 102493 26687 26687 57193 57193 67380 67380 478211 319389 158822 120778 120778 102246 102246 13606 13606 718073 608351 109722 20384 1739 18645 1026727 869843 156884 1496752 1268048 228704 98961 98961 SUPPLIES 963225 963225 THERAPY SERVICES 865218 865218 FOOD SERVICES 863932 863932 MANAGEMENT FEE 265051 265051 673867 357033 316834 15437433 12552343 2885090 0 900 900 2628154 2788371 843224 621865 10910 24577 149613 164277 31131274 23431359 8264783 7699915 12224489 13846153 583517 506833 24705590 25652891 907740 977434 18140000 17710000 701746 691510 19749486 19378944 X 4956104 6273947 4956104 6273947 24705590 25652891 1278686 39157 0 X X 0 1 X 1 0 X X X 0 0 0 EDEN TOWNSHIP HEALTHCARE DISTRICT 946003788 6 1 1 1 0 1 0 SCHEDULE A, PART IV, SUPPLEMENTAL INFORMATION: BAYWOOD COURT ACTS FOR THE BENEFIT OF EDEN TOWNSHIP HEALTH CARE DISTRICT, A POLITICAL SUBDIVISION OF THE STATE OF CALIFORNIA, BY RUNNING A 216-UNIT SENIOR HOUSING COMPLEX AND A 56-BED SKILLED NURSING FACILITY. 26475 2287 2287 26475 26270 205 9383 9383 26475 0 26270 7399 7399 26270 0.00000 1.00000 0.00000 0 0 1224558 1224558 14390658 12563593 1827065 15488260 10867766 4620494 27798 27798 7699915 FIXED INCOME SECURITIES 7168571 F CASH AND MONEY MARKET FUNDS 785802 F MUTUAL AND CLOSED END FUNDS 5632889 F EQUITIES SECURITIES 258891 F 13846153 TENANT DEPOSITS 691510 691510 16722590 39157 34694 73851 16648739 67380 67380 16716119 15404747 34694 34694 15370053 67380 67380 15437433 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: TO PROVIDE GRANTS FOR RESIDENT HARDSHIP IN MEETING RENT OBLIGATIONS. RESIDENTS THAT HAVE LIVED AT BAYWOOD LONGER THAN 5 YEARS CAN APPLY AND IF THEY MEET FINANCIAL CRITERIA THAT PROVES A HARDSHIP, A GRANT WILL BE CONSIDERED. PART XI, LINE 2D - OTHER ADJUSTMENTS: GIFT SHOP EXPENSE 34,694. PART XI, LINE 4B - OTHER ADJUSTMENTS: MANAGEMENT FEE 67,380. PART XII, LINE 2D - OTHER ADJUSTMENTS: GIFT SHOP EXPENSE 34,694. PART XII, LINE 4B - OTHER ADJUSTMENTS: MANAGEMENT FEE 67,380. 1 HOUSING DISCOUNT 1 40922 FMV HOUSING DISCOUNT PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: A RESIDENT APPLIES FOR FINANCIAL AID BY FILLING OUT THE AID FORM AND IDENTIFYING ASSETS AND INCOME. THE COMMITTEE CONSISTING OF A BOARD MEMBER AND THE EXECUTIVE DIRECTOR REVIEW THE ANONYMOUS AID FORM REQUESTS AND CALCULATES THE AMOUNT OF FINANCIAL AID THE RESIDENT QUALIFIES FOR. INDEPENDENT LIVING AND ASSISTED LIVING RESIDENTS THAT HAVE LIVED AT BAYWOOD COURT FOR 5 YEARS OR LONGER ARE ELIGIBLE TO APPLY. RESIDENTS MUST APPLY ANNUALLY FOR AID. THE AID IS SUBTRACTED FROM RENT OWED BAYWOOD COURT MONTHLY. A EDEN TOWNSHIP HEALTH CARE DISTRICT 942940176 279584AH9 2010-06-29 18711214 TO REFUND BONDS ISSUED IN SEPT 2004 0 0 0 A 18711214 1460925 16271489 600000 378800 1 0 0 1 A 0 0 0 0 0 0 0 A 0 0 1 0 0 0 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 THE ENTIRE BOARD IS EMAILED THE DRAFT OF THE FORM 990 PRIOR TO FILING AND RESPONDS VIA EMAIL THAT THEY RECEIVED THE FORM 990 FOR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY COVERS POTENTIAL FINANCIAL OR FIDUCIARY CONFLICTS OF INTEREST CONFRONTING OFFICERS, INCLUDING BOARD MEMBERS, AND EMPLOYEES AND RELATIONSHIPS BETWEEN THE CORPORATION AND OTHER ENTITIES GIVING RISE TO POTENTIAL CONFLICTS. REPORTING ACTUAL OR POTENTIAL CONFLICTS IS TO BE MADE TO THE CORPORATION THROUGH MANAGEMENT OR THE BOARD OF DIRECTORS, AS APPROPRIATE. THE FULL BOARD OR A COMMITTEE EVALUATES BOARD LEVEL CONFLICT SITUATIONS AND SENIOR MANAGEMENT WOULD REVIEW ANY MANAGEMENT LEVEL CONFLICT SITUATIONS. CONFLICTS ARE HANDLED BY REMOVING THE CONFLICTED INDIVIDUAL FROM THE DECISION MAKING PROCESS OR BY NOT PROCEEDING WITH THE TRANSACTION GIVING RISE TO THE POTENTIAL CONFLICT. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD ESTABLISHED A COMMITTEE CHARGED WITH GATHERING INPUT FOR THE EXECUTIVE DIRECTOR'S EVALUATION, THEN MAKING A RECOMMENDATION TO A SALARY ADJUSTMENT. RESEARCHED DATA FROM OTHER ORGANIZATIONS IS PERFORMED TO BENCHMARK CURRENT SALARY TO RANGES FROM PEER ORGANIZATIONS. THEN A RECOMMENDATION IS GIVEN, DISCUSSED AT THE FULL BOARD, AND APPROVED. THIS IS DOCUMENTED IN THE BOARD MINUTES. THIS PROCESS WAS LAST UNDERTAKEN IN NOVEMBER OF 2012. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC BY REQUEST OF THE EXECUTIVE DIRECTOR. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. EDEN TOWNSHIP HEALTH CARE DISTRICT 20410 LAKE CHABOT ROAD CASTRO VALLEY CA 94546 946003788 A POLITICAL SUBDIVISION OF THE STATE OF CALIFORNIA. CA 501(C)(3) LINE 7 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0