ALDERSLY INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- ALDERSLY INC (EIN 94-1156461)
- Tax period
- 2012-10-01 to 2013-09-30
- Filed
- 2014-08-15
- IRS object ID
- 201432279349302508
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-08-15T10:22:25-05:00 | Timestamp |
| Tax Period End Date | 2013-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 264677183 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DZH PHILLIPS LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 135 MAIN STREET 9TH FLOOR | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 941051815 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 941156461 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALDERSLY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ALDE | NameControl |
| Phone | 4154537425 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 326 MISSION AVENUE | AddressLine1 |
| City | SAN RAFAEL | City |
| State | CA | State |
| ZIP Code | 949013484 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOANNE MAXWELL | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 4154537425 | Phone |
| Date Signed | 2014-07-07 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P00176450 | PTIN |
| Phone | 4157812500 | Phone |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JOANNE MAXWELL | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 326 MISSION AVENUE | AddressLine1 |
| City | SAN RAFAEL | City |
| State | CA | State |
| ZIP Code | 949013484 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 16491790 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.ALDERSLY.COM | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1921 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | PROVISION OF HOUSING AND NURSING SERVICES TO SENIOR CITIZENS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 12 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 12 | NbrIndependentVotingMembers |
| Total Nbr Employees | 112 | TotalNbrEmployees |
| Total Nbr Volunteers | 120 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 61865 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1086165 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 7495043 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 7532562 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 458652 | InvestmentIncomePriorYear |
| Investment Income Current Year | 836130 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 17577 | OtherRevenuePriorYear |
| Other Revenue Current Year | 16684 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 8033137 | TotalRevenuePriorYear |
| Total Revenue Current Year | 9471541 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 3326366 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 3247488 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 42892 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 50609 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 50609 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 4236471 | OtherExpensePriorYear |
| Other Expenses Current Year | 4371054 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 7605729 | TotalExpensesPriorYear |
| Total Expenses Current Year | 7669151 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 427408 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1802390 | RevenuesLessExpensesCY |
| Total Assets BOY | 26581562 | TotalAssetsBOY |
| Total Assets EOY | 29931644 | TotalAssetsEOY |
| Total Liabilities BOY | 11821543 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 12491456 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 14760019 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 17440188 | NetAssetsOrFundBalancesEOY |
| Mission Description | PROVISION OF HOUSING AND NURSING SERVICES TO SENIOR CITIZENS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 6021442 | Expense |
| Revenue | 7976034 | Revenue |
| Description | MAINTAINED RESIDENTIAL HEALTH CARE FACILITIES FOR SENIOR CITIZENS WHO HAVE ENTERED INTO A CONTINUING CARE AND LODGING AGREEMENT; MAINTAINED NURSING SERVICES INFIRMARY. APPROXIMATELY 100 SENIORS WERE SERVED. | Description |
| Total Program Service Expense | 6021442 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 1 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 69 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 112 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 12 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 12 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 1 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOANNE MAXWELL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4154537425 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 326 MISSION AVENUE | AddressLine1 |
| City | SAN RAFAEL | City |
| State | CA | State |
| ZIP Code | 94901 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (13 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| PETER SCHAKOW | ||||||
| PRESIDENT | 8.00 | X | X | 0 | 0 | 0 |
| CYR MILLER | ||||||
| SENIOR VICE PRESIDENT | 8.00 | X | X | 0 | 0 | 0 |
| POUL POULSEN | ||||||
| 1ST VICE PRESIDENT | 8.00 | X | X | 0 | 0 | 0 |
| W GRANT HELLAR III | ||||||
| SECRETARY/TREASURER | 8.00 | X | X | 0 | 0 | 0 |
| DAVID BERMAN | ||||||
| DIRECTOR/MEDICAL DIRECTOR | 8.00 | X | X | 38208 | 0 | 0 |
| AL BORO | ||||||
| DIRECTOR | 8.00 | X | 0 | 0 | 0 | |
| HERDIS VOGL | ||||||
| DIRECTOR | 8.00 | X | 0 | 0 | 0 | |
| KRISTIAN SORENSEN | ||||||
| DIRECTOR | 8.00 | X | 0 | 0 | 0 | |
| KRUUSE CAROE | ||||||
| DIRECTOR | 8.00 | X | 0 | 0 | 0 | |
| OLE MIKKELSEN | ||||||
| DIRECTOR | 8.00 | X | 0 | 0 | 0 | |
| TAGE HANSEN | ||||||
| DIRECTOR | 8.00 | X | 0 | 0 | 0 | |
| TORBEN O BJORN | ||||||
| DIRECTOR | 8.00 | X | 0 | 0 | 0 | |
| JOANNE MAXWELL | ||||||
| EXECUTIVE DIRECTOR | 40.00 | X | 169485 | 0 | 27684 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 207693 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 27684 | TotalOtherCompensation |
| Number Individuals GT100 K | 6 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 1 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| SODEXHO INC & AFFILIATES | |||||
| DEPT 880328 | LOS ANGELES | CA | 90088 | DIETARY MANAGEMENT/SUPPLIES | 672572 |
| LIFE CARE SERVICES | |||||
| 400 LOCUST ST STE 820 | DES MOINES | IA | 50309 | MANAGEMENT SERVICES | 574786 |
| AJ GALLAGHER | |||||
| 5229 PAYSPHERE CIRCLE | CHICAGO | IL | 60674 | INSURANCE BROKER | 323133 |
| REHABCARE GROUP INC | |||||
| PO BOX 277365 | ATLANTA | GA | 30384 | REHAB SERVICE | 267252 |
| KAISER FOUNDATION HEALTH | |||||
| PO BOX 6000 | SAN FRANCISCO | CA | 94160 | HEALTH INSURANCE | 233552 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 6 | NumberOfContractorsGT100K |
| Fundraising Events | 9125 | FundraisingEvents |
| All Other Contributions | 1077040 | AllOtherContributions |
| Total Contributions | 1086165 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| RESIDENT CARE FEES | 623000 | 2448247 | 2448247 |
| HEALTH CARE CENTER FEES | 623000 | 2359917 | 2359917 |
| PERSONAL CARE FEES | 623000 | 1845619 | 1845619 |
| ACCOMODATION FEE AMORT. | 623000 | 878779 | 878779 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 7532562 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 411818 | TotalRevenueColumn |
| Exclusion | $411,818 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 19160 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 19160 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 19160 | TotalRevenueColumn |
| Related Or Exempt Function Income | 19160 | RelatedOrExemptFunctionIncome |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 7442085 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 6985534 | Securities |
| Other | 32239 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 456551 | Securities |
| Other | -32239 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 424312 | TotalRevenueColumn |
| Related Or Exempt Function Income | 424312 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 0 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 9125 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 2476 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -2476 | TotalRevenueColumn |
| Exclusion | -$2,476 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 9471541 | TotalRevenueColumn |
| Related Or Exempt Function Income | 7976034 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $409,342 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | X | InfoInScheduleOPartIX |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2816642 | Total |
| Program Services | 2561949 | ProgramServices |
| Management And General | 254693 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 55033 | Total |
| Program Services | 44585 | ProgramServices |
| Management And General | 10448 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 158728 | Total |
| Program Services | 150126 | ProgramServices |
| Management And General | 8602 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 217085 | Total |
| Program Services | 198229 | ProgramServices |
| Management And General | 18856 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 321345 | Total |
| Management And General | 321345 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 43104 | Total |
| Management And General | 43104 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 50609 | Total |
| Fundraising | 50609 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 82892 | Total |
| Management And General | 82892 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 862532 | Total |
| Program Services | 546264 | ProgramServices |
| Management And General | 316268 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 123763 | Total |
| Management And General | 123763 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 226850 | Total |
| Program Services | 170899 | ProgramServices |
| Management And General | 55951 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17601 | Total |
| Management And General | 17601 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 315346 | Total |
| Program Services | 213201 | ProgramServices |
| Management And General | 102145 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24874 | Total |
| Program Services | 2277 | ProgramServices |
| Management And General | 22597 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6973 | Total |
| Program Services | 6973 | ProgramServices |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 300941 | Total |
| Program Services | 300941 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 610449 | Total |
| Program Services | 610449 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 330477 | Total |
| Program Services | 150131 | ProgramServices |
| Management And General | 180346 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| FOOD | 394334 | 394334 | |
| THERAPY | 259407 | 259407 | |
| MISCELLANEOUS | 164806 | 156118 | 8688 |
| MAINTENANCE AND REPAIRS | 144788 | 114987 | 29801 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 140572 | Total |
| Program Services | 140572 | ProgramServices |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7669151 | Total |
| Program Services | 6021442 | ProgramServices |
| Management And General | 1597100 | ManagementAndGeneral |
| Fundraising | 50609 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 445102 | BOY |
| EOY | 632686 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 461190 | BOY |
| EOY | 447434 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 288564 | BOY |
| EOY | 225592 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 171338 | BOY |
| EOY | 194957 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 19925846 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 9589893 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10331278 | BOY |
| EOY | 10335953 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11907330 | BOY |
| EOY | 15224170 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1040778 | BOY |
| EOY | 1320738 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1935982 | BOY |
| EOY | 1550114 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26581562 | BOY |
| EOY | 29931644 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 447802 | BOY |
| EOY | 426557 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6009097 | BOY |
| EOY | 5806843 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5364644 | BOY |
| EOY | 6258056 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11821543 | BOY |
| EOY | 12491456 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14669894 | BOY |
| EOY | 17359763 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 90125 | BOY |
| EOY | 80425 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14760019 | BOY |
| EOY | 17440188 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26581562 | BOY |
| EOY | 29931644 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 1802390 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 877778 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 1 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 15908 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 56996 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 159729 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 61865 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1086165 | CurrentTaxYear |
| Total | 1380663 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 7045685 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 7026957 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7290804 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 7495043 | CurrentTaxYearMinus1Year |
| Current Tax Year | 7551722 | CurrentTaxYear |
| Total | 36410211 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 7061593 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 7083953 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7450533 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 7556908 | CurrentTaxYearMinus1Year |
| Current Tax Year | 8637887 | CurrentTaxYear |
| Total | 37790874 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 37790874 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 331342 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 306237 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 352486 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 346010 | CurrentTaxYearMinus1Year |
| Current Tax Year | 411818 | CurrentTaxYear |
| Total | 1747893 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 331342 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 306237 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 352486 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 346010 | CurrentTaxYearMinus1Year |
| Current Tax Year | 411818 | CurrentTaxYear |
| Total | 1747893 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 13815 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4223 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | -5213 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | -12991 | CurrentTaxYearMinus1Year |
| Total | -166 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 7406750 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 7394413 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7797806 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 7889927 | CurrentTaxYearMinus1Year |
| Current Tax Year | 9049705 | CurrentTaxYear |
| Total | 39538601 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.95580 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.95380 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.04420 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.04560 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4028256 | BeginningOfYearBalance |
| Contributions | 123160 | Contributions |
| Investment Earnings Or Losses | 581478 | InvestmentEarningsOrLosses |
| End Of Year Balance | 4732894 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3561674 | BeginningOfYearBalance |
| Contributions | 9442 | Contributions |
| Investment Earnings Or Losses | 769060 | InvestmentEarningsOrLosses |
| Other Expenditures | -311920 | OtherExpenditures |
| End Of Year Balance | 4028256 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3458347 | BeginningOfYearBalance |
| Contributions | 218323 | Contributions |
| Investment Earnings Or Losses | -20381 | InvestmentEarningsOrLosses |
| Other Expenditures | -94615 | OtherExpenditures |
| End Of Year Balance | 3561674 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3202771 | BeginningOfYearBalance |
| Contributions | 642454 | Contributions |
| Investment Earnings Or Losses | 266502 | InvestmentEarningsOrLosses |
| Other Expenditures | 653380 | OtherExpenditures |
| End Of Year Balance | 3458347 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3081515 | BeginningOfYearBalance |
| Contributions | 5000 | Contributions |
| Investment Earnings Or Losses | 116256 | InvestmentEarningsOrLosses |
| End Of Year Balance | 3202771 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 1.00000 | BoardDesignatedEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 232822 | OtherCostOrOtherBasis |
| Book Value | 232822 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 17766919 | OtherCostOrOtherBasis |
| Depreciation | 8096055 | Depreciation |
| Book Value | 9670864 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1926105 | OtherCostOrOtherBasis |
| Depreciation | 1493838 | Depreciation |
| Book Value | 432267 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 10335953 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (6 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| DEFERRED FINANCING COSTS - NET OF AMORTIZATION | 564504 |
| CONSTRUCTION IN PROGRESS | 46932 |
| ASSETS WHOSE USE IS LIMITED OR RESTRICTED | 728602 |
| OTHER ACCOUNTS RECEIVABLE (ENTRANCE FEES) | 203273 |
| INTEREST AND DIVIDENDS RECEIVABLE | 1221 |
| OTHER ASSETS | 5582 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 1550114 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DEPOSITS RECEIVED | $210,683 |
| UNEARNED PORTION OF ACCOMODATION FEES - EXHAUSTIBLE | $2,512,775 |
| UNEARNED PORTION OF ACCOMODATION FEES - NON-REFUNDABLE | $2,006,438 |
| GUARANTEED REFUNDS | $1,528,160 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 6258056 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 10351795 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 877778 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 877778 | RevenueNotRptdF990 |
| Revenue Subtotal | 9474017 | RevenueSubtotal |
| Other Revenues Not Included | -2476 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -2476 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 9471541 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 7671626 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 2475 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 2475 | ExpensesNotRptdF990 |
| Expenses Subtotal | 7669151 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 7669151 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE ORGANIZATION HAS A BOARD DESIGNATED ENDOWMENT FUND TO PROVIDE FOR GENERAL SUPPORT OF THE ORGANIZATION. THESE FUNDS ARE CLASSIFIED AS UNRESTRICTED NET ASSETS. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X, LINE 2: | MANAGEMENT HAS CONSIDERED POSSIBLE UNCERTAIN TAX POSITIONS AND CONCLUDED THAT THERE WERE NONE AS OF THE DATE THE FINANCIAL STATEMENTS WERE AVAILABLE FOR ISSUE. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES -2,476. ROUNDING | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES 2,476. ROUNDING -1. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | MISCELLANEOUS EXPENSE ROUNDING | |
| PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND THE CALIFORNIA REVENUE AND TAXATION CODE SECTION 23701(D). ACCORDINGLY, IT HAS NOT PROVIDED FOR INCOME TAXES IN THESE FINANCIAL STATEMENTS. EACH YEAR MANAGEMENT CONSIDERS WHETHER ANY MATERIAL TAX POSITION THE ORGANIZATION HAS TAKEN IS MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPLICABLE TAXING AUTHORITY. MANAGEMENT BELIEVES THAT ANY POSITIONS THE ORGANIZATION HAS TAKEN ARE SUPPORTED BY SUBSTANTIAL AUTHORITY AND, HENCE, DO NOT NEED TO BE MEASURED OR DISCLOSED IN THE FINANCIAL STATEMENTS. TAX RETURNS FOR YEAR SUBSEQUENT TO SEPTEMBER 30, 2009 ARE SUBJECT TO EXAMINATION BY FEDERAL OR STATE TAX AUTHORITIES. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Individual | JSL CONSULTING JEFFREY S LEIDALL | NameOfIndividual |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12 SANTA FE AVE | AddressLine1 |
| City | POINT RICHMOND | City |
| State | CA | State |
| ZIP Code | 94801 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | FUNDRAISING CONTRACTOR | Activity |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFunds |
| Gross Receipts | 1086165 | GrossReceipts |
| Amount Retained By Contractor | 50609 | AmountRetainedByContractor |
| Net To Organization | 1035556 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 1086165 | TotalGrossReceipts |
| Total Retained By Contractors | 50609 | TotalRetainedByContractors |
| Total Net To Organization | 1035556 | TotalNetToOrganization |
| Licensed States | CA | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | TREE OF LIGHTS | NameOfEvent1 |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | JOANNE MAXWELL | NamePerson |
| Title | EXECUTIVE DIRECTOR | Title |
| Base Compensation Filing Org | 152266 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 17219 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 22003 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 5681 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 197169 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SUPPLEMENTAL INFORMATION | Identifier |
| Return Reference | PART III | ReturnReference |
| Explanation | LIFE CARE SERVICES, AN UNRELATED ORGANIZATION, PROVIDES MANAGEMENT SERVICES TO THE ORGANIZATION. THE ORGANIZATION'S EXECUTIVE DIRECTOR IS AN EMPLOYEE OF LIFE CARE SERVICES AND RECEIVES COMPENSATION ONLY FROM LIFE CARE SERVICES. DAVID BERMAN IS A DOCTOR ACTING AS AN INDEPENDENT CONTRACTOR AND PROVIDES MEDICAL EXPERTISE TO ALDERSLY IN THE ROLE OF MEDICAL DIRECTOR. | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (2 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| JOANNE MAXWELL | |||
| EXECUTIVE DIRECTOR (EMPLOYEE OF LIFE CARE SERVICES) | 197169 | LIFE CARE SERVICES, AN UNRELATED ORGANIZATION, PROVIDES MANAGEMENT SERVICES TO THE ORGANIZATION. THE ORGANIZATION'S EXECUTIVE DIRECTOR IS AN EMPLOYEE OF LIFE CARE SERVICES AND RECEIVES COMPENSATION ONLY FROM LIFE CARE SERVICES. | 0 |
| DAVID HAROLD BERMAN MD | |||
| DIRECTOR/MEDICAL DIRECTOR | 38208 | DAVID BERMAN IS A DOCTOR ACTING AS AN INDEPENDENT CONTRACTOR AND PROVIDES MEDICAL EXPERTISE TO ALDERSLY IN THE ROLE OF MEDICAL DIRECTOR. | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (10 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | LIFE CARE SERVICES (LCS), AN UNRELATED ORGANIZATION, PROVIDES MANAGEMENT SERVICES TO THE ORGANIZATION. ALDERSLY'S EXECUTIVE DIRECTOR IS AN EMPLOYEE OF LCS, AND RECEIVES COMPENSATION ONLY FROM LCS. | |
| FORM 990, PART VI, SECTION A, LINE 7A | MEMBERS OF THE GOVERNING BODY ARE ELECTED AND VOTED FOR AT THE ANNUAL MEETING. | |
| FORM 990, PART VI, SECTION A, LINE 7B | THE BOARD OF DIRECTORS SET POLICIES AND GOVERN THE ORGANIZATION. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE TAX RETURN IS REVIEWED BY THE ACCOUNTANT OF THE ORGANIZATION'S MANAGEMENT COMPANY AND THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS. A COPY OF THE 990 IS MADE AVAILABLE TO ALL BOARD MEMBERS FOR REVIEW PRIOR TO FILING. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION ANNUALLY PREPARES AND FURNISHES EACH DIRECTOR A STATEMENT OF ANY TRANSACTION OR INDEMNIFICATION WITHIN ONE HUNDRED TWENTY (120) DAYS AFTER THE END OF THE ORGANIZATION'S FISCAL YEAR. | |
| MANAGEMENT SERVICES ARE OUTSOURCED TO LIFE CARE SERVICES. | ||
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. | |
| FORM 990, PART IX, LINE 11G | PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 92,275. MANAGEMENT AND GENERAL EXPENSES 189,829. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 282,104. OTHER FEES: PROGRAM SERVICE EXPENSES 453,989. MANAGEMENT AND GENERAL EXPENSES 126,439. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 580,428. | OTHER FEES |
| FORM 990, PART XI, LINE 9: | ROUNDING 1. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| THE ORGANIZATION RETAINS AN INDEPENDENT CPA FIRM TO CONDUCT THE AUDIT, WHICH IS OVERSEEN BY THE AUDIT COMMITTEE. THERE HAS BEEN NO CHANGE IN THE REVIEW OR SELECTION PROCESS DURING THE YEAR. |