2013-01-04T07:54:26-07:00 2012-03-31 990 2011-04-01 954538269 FRONT PORCH COMMUNITIES AND SERVICES FRON 8187298100 303 North Glenoaks Blvd Suite 1000 Burbank CA 915023234 Mary Miller 8187298100 2013-01-09 2011 2016-02-25 16:41:14Z Gary Wheeler 303 N Glenoaks Blvd Suite 1000 Burbank CA 915023234 208919682 0 X www.frontporch.net X 1995 CA Front Porch provides housing and care services for residents of retirement homes and skilled nursing centers. 11 11 2654 1300 132000 -202834 3487559 1960208 155676242 160767503 -42396 7377877 1286325 708277 160407730 170813865 0 0 0 0 76476960 81366488 0 0 817326 76702537 78894292 153179497 160260780 7228233 10553085 536457257 547275527 406975060 401605511 129482197 145670016 X Front Porch's mission is "Meeting Needs through Excellence in Human Services." Front Porch fulfills this mission by owning and operating continuing care retirement communities and providing services that enhance the quality of life for those served through independent retirement living, assisted living, skilled nursing, social services, affordable housing and contract management of affordable housing. 0 0 143070353 0 161252765 Front Porch owns and operates continuing care retirement communities, other multilevel retirement communities and other operations providing services that enhance the quality of life for those served through independent retirement living, assisted living, skilled nursing, social services, affordable housing and contract management of subsidized housing. Through our affordable housing subsidiary CARING Housing Ministries, we serve thousands of residents at communities throughout the Western United States. We strive to create safe and comfortable places that our residents can feel proud to call home. Our mission is to tailor our services to our residents, treating them as people rather than tenants. We understand the sometimes-difficult circumstances of those we serve, and look to meeting their needs while preserving their dignity. We serve low-income families with children who often require far more than a roof over their heads. We reach out into the community to collaborate with others to teach parenting and basic English and help look for jobs and provide secure transportation. We also partner with outside groups to bring grant money to elderly residents in order to minimize their financial risk and improve their access to transportation socialization, activities of daily living, and medical care. Continued in Schedule O. 2060937 0 0 Each year, the Corporation provides services to residents with limited means and benefits to the broader community. The approximate cost of such services for the fiscal year ended March 31, 2012, was $2.1 million. 2472000 0 0 Front Porch accepts Medi-Cal patients for which it is reimbursed at amounts not sufficient to fully cover the cost of health care services provided. The estimated cost of providing such underreimbursed care in excess of reimbursements received was $2.5 million for the year ended March 31, 2012. 0 0 0 147603290 1 1 0 1 0 0 0 0 0 0 1 0 1 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 1 0 0 1 462 0 1 2654 1 1 1 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 CA X Debbie Rompal 8187298100 303 North Glenoaks Blvd Suite 1000 Burbank CA 915023234 X Susan Whittaker 1 X 6700 0 0 Timothy Schwab 1 X 10900 0 0 Howard Hudson 1 X 0 0 0 Lynn North 1 X 10900 0 0 Jennifer Perry 1 X 0 0 0 William Witte 1 X 8500 0 0 Daniel Sudit 1 X 11900 0 0 Curt Ketterer 1 X 10900 0 0 Cindra Syverson 1 X 10900 0 0 Elyse Weise 1 X 10900 0 0 Denzil Suite 1 X 10900 0 0 Robert Chillison 1 X 3000 0 0 Margol Kennison 1 X 7900 0 0 Scott Larson 1 X 10900 0 0 Gary Wheeler 40 X 790020 0 306812 Mort Swales 40 X 462666 0 62067 Roberta Jacobsen 40 X 507524 0 111879 Mary Miller 40 X 561095 0 120315 Jeff Sianko 40 X 253134 0 54220 Jeff Kirschner 40 X 182431 0 13946 Joseph Butler 40 X 305920 0 28417 Kari Olson 40 X 321218 0 92926 Scott Staehling 40 X 200346 0 15148 Joseph Peduzzi 40 X 183921 0 20988 Terry Bluemer 40 X 304589 0 45772 Desiree Burton 40 X 283191 0 61595 Lee Ratta 40 X 235567 0 58832 Joan Woodworth 40 X 223492 0 47859 Sally Plank 40 X 251795 0 33584 William E Jennings 40 X 248125 0 0 5429334 0 1074360 16 1 1 0 Rehab Alliance 22995 Mill Creek Drive Suite A Laguna Hills CA 92653 Physical therapy 2839685 Therapy Specialist 3760 Convoy Street Unit 204 San Diego CA 92111 Physical therapy 1535709 Image Design Construction 1753 North 2nd Avenue Upland CA 91784 Construction services 1241380 Select Therapy 27071 Aliso Creek Road Suite 100 Aliso Viejo CA 92656 Physical therapy 593899 Samuel Construction 2141 Carobwood Lane San Jose CA 951321213 Construction Services 772675 44 0 0 0 0 0 1960208 0 1960208 Resident and net patient services 623000 151593543 151593543 0 0 Amortization of accommodation fees 623000 9173960 9173960 0 0 0 0 0 0 160767503 5944222 0 0 5944222 0 0 0 0 0 0 0 0 140694 0 49679 0 91015 0 91015 0 0 91015 39489793 0 38056138 0 1433655 0 1433655 0 0 1433655 0 Support Services 900099 132000 0 132000 0 Other 900099 485262 485262 0 0 0 0 0 0 617262 170813865 161252765 132000 7468892 4709293 1877874 2831419 0 248125 0 248125 0 51923169 49356061 2155923 411185 2188900 1781986 384273 22641 17594144 14975117 2478499 140528 4702857 4370036 301775 31046 13219 0 13219 0 125880 605 125275 0 237517 0 237517 0 145104 0 145104 0 0 0 69437 0 69437 0 10826709 10015046 736126 75537 2343402 2158114 92472 92816 7607019 7333198 267176 6645 253509 63 253446 0 0 0 0 0 7072051 7027051 45000 0 827571 624658 169977 32936 0 0 0 0 0 0 0 0 11922925 11922925 0 0 892150 892150 0 0 20710175 20710175 0 0 1510775 1510775 0 0 Food 8437722 8437722 0 0 Equipment rental and maintenance 2590127 1430545 1159582 0 Education/employee recruitment & relations/uniforms 965613 870612 91980 3021 Taxes, licenses and dues 1720452 1710431 9758 263 622935 598146 24081 708 160260780 147603290 11840164 817326 6300904 2491229 10849176 10584503 0 0 6180738 7558237 0 0 0 0 0 0 0 0 13594841 12191146 528203193 245498616 285623342 282704577 135664435 142449996 13671945 17400081 37623867 44251262 26948009 27644496 536457257 547275527 25247056 23429934 78507991 79040268 283654166 278172840 19565847 20962469 406975060 401605511 X 110476604 126032194 12551011 13711503 6454582 5926319 129482197 145670016 536457257 547275527 X 10553085 5634734 X 0 1 1 X 0 X 1385625 1132267 6314062 3487559 1960208 14279721 145452108 151534662 155799708 155676242 160767503 769230223 0 0 0 0 0 0 0 0 0 146837733 152666929 162113770 159163801 162727711 783509944 0 0 0 0 0 0 0 0 0 0 0 0 783509944 4028216 5217367 3798560 6372763 6084916 25501822 0 0 0 4028216 5217367 3798560 6372763 6084916 25501822 0 0 0 515558 1054886 266124 1196101 617262 3649931 151381507 158939182 166178454 166732665 169429889 812661697 0.96413 0.96639 0.03138 0.02935 X Part III Line 12: Other income includes amounts received from support services, management fees, revenue from Medi-cal Assisted Living Waiver Program and prior year bank reconciliation items. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 145104 0 0 145104 0 SchC_P2B_S00_L01 Schedule C, Part II-B, Line 1 Part II-B, Line 1g: Professional lobbying services were engaged to provide legislative advocacy and regulatory and general advice on state and local governmental matters. Quarterly filing of California FPCC Form 602: Lobbying Firm Authorization disclosing all lobbying activities, are filed with the California Secretary of State. 0 39729926 39729926 0 382792308 179814544 202977764 0 5353398 3267993 2085405 0 92954979 60690314 32264665 0 7372582 1725765 5646817 282704577 Bank of New York - Trustee Held Funds 36487645 F Union Bank - Walnut Village Escrow Fund 7763617 F 44251262 Interest in net assets of Pacific Homes Foundation 9020643 Receivable from CLH, FACT and Sunny View Foundations 10254644 AWUL: 90-day refundable entrance fees 2744663 AWUL: Fully refundable entrance fees 315000 AWUL: Deposits held in escrow: Waitlist/Subscription Deposits 551487 AWUL: Wait list deposits - Non CCRC 82400 AWUL: Restricted Gifts 963128 Assets held for sale 3712531 27644496 0 Refundable Resident Fees 4833176 Refundable Entrance Fees 2582149 Workers' Compensation 7161310 Deferred Compensation 3871296 Remediation Liability/Asset Retirement Obligation 2514538 20962469 170813865 160260780 10553085 8895029 0 -846425 0 -2635794 5412810 15965895 181890610 8895029 0 0 2181716 11076745 170813865 0 0 0 170813865 163510464 0 0 0 3249684 3249684 160260780 0 0 0 160260780 SchD_P11_S00_L08 Schedule D, Part XI, Line 8 $(1,765,839) = Discontinued operations; $(24,478) = Change in value in trusts and annuities; $565,406 = Change in net assets - CARING Housing Ministries; $105,202 = Change in net assets - Sunny View Lutheran Home; $(892,150 = Contribution to affiliates; $(623,935) = Change in donor designation; $(2,635,794) = Total Other SchD_P12_S00_L02d Schedule D, Part XII, Line 2d $1,607,319 = Operating revenues - CARING Housing Ministreis; $1,743,639 = Operating revenues - Sunny View Lutheran Home; $(846,425) = Investment expense; $(322,816) = Eliminate inter-company revenues; $2,181,717 = Total other revenues SchD_P13_S00_L02d Schedule D, Part XIII, Line 2d $1,934,063 = Operating expenses - CARING Housing Ministries; $1,638,437 = Operating expenses - Sunny View Lutheran Home; $(322,816) = Eliminate inter-company expenses; $3,249,684 = Total other expenses X X X 1 1 X X X X X 0 1 0 0 0 0 0 0 0 Gary Wheeler 530404 0 150000 0 109616 0 225948 0 10795 0 1026763 0 0 0 Mort Swales 330771 0 76131 0 55764 0 51272 0 10795 0 524733 0 0 0 Roberta Jacobsen 338074 0 130635 0 38815 0 104269 0 7610 0 619403 0 36919 0 Mary Miller 245258 0 306335 0 9502 0 109544 0 10771 0 681410 0 177773 0 Jeff Sianko 184356 0 57457 0 11321 0 47004 0 7216 0 307354 0 14832 0 Jeff Kirschner 153273 0 36325 0 -7167 0 5688 0 8258 0 196377 0 0 0 Joseph Butler 217108 0 73603 0 15209 0 26492 0 1925 0 334337 0 25200 0 Kari Olson 215282 0 90318 0 15618 0 91539 0 1387 0 414144 0 25462 0 Scott Staehling 154944 0 32987 0 12415 0 5638 0 9510 0 215494 0 4448 0 Joseph Peduzzi 146105 0 31708 0 6108 0 13974 0 7014 0 204909 0 9764 0 Terry Bluemer 198469 0 85744 0 20376 0 37350 0 8422 0 350361 0 21108 0 Desiree Burton 193966 0 78791 0 10434 0 59794 0 1801 0 344786 0 22387 0 Lee Ratta 167653 0 54426 0 13488 0 52029 0 6803 0 294399 0 17350 0 Sally Plank 169468 0 79202 0 3125 0 27503 0 6081 0 285379 0 18243 0 Joan Woodworth 173593 0 37841 0 12058 0 46193 0 1666 0 271351 0 10477 0 William E Jennings 0 0 248125 0 0 0 0 0 0 0 248125 0 0 0 SchJ_P01_S00_L01a Schedule J, Part I, Line 1a Financial planning services are provided to certain officers, key employees and the highest compensated employees; the value of this benefit is included in their income. Tax indemnification and gross-up payments are made with respect to such payments. Housing is provided by a related entity to one officer of the organization. SchJ_P01_S00_L04 Schedule J, Part I, Line 4 Supplemental Retirement Benefits: $64,454 - Gary Wheeler; $46,524 - Mort Swales; $34,988 - Roberta Jacobsen; $11,037 - Mary Miller; $8,296 - Jeff Sianko; $8,134 - Joseph Butler; $9,688 - Kari Olson; $13,298 - Scott Staehling; $6,575 - Joseph Peduzzi; $19,632 - Terry Bluemer; $8,728 - Desiree Burton; $7,544 - Lee Ratta; $7,905 - Sally Plank; $7,756 - Joan Woodworth California Statewide Communities Development Authority 680164610 130795GC5 2007-06-06 73865050 To finance the redevelopment of Walnut Manor (aka Walnut Village) 0 1 0 California Statewide Communities Development Authority 680164610 130795GD3 2007-06-06 37000000 To finance the redevelopment of Walnut Manor (aka Walnut Village) 0 1 0 0 0 80487199 4740590 2514647 0 0 0 0 73231962 0 0 2009 0 0 1 1 0 0 38285128 1879209 2126032 0 0 213559 0 34066329 0 0 2009 0 0 1 1 0 0 1 1 0 0 0 0 1 0 0 1 1 0 0 0 0 1 0 0 0 1 Morgan Stanley Capital Services 29.5 1 0 0 1 1 0 1 Morgan Stanley Capital Services 2.7 1 0 1 X SchK_P01_S00_L00e Schedule K, Part I, Column e The difference between Part I (e) and Part II 3 is due to interest earnings on bond proceeds. Front Porch Development Company President of FPDC and former CFO of FPCS 1149000 Consulting services received 0 Front Porch Development Company President of FPDC and former CFO of FPCS 132000 Consulting services provided 0 F990_P03_S00_L04a Form 990, Part III, Line 4a Program Service Accomplishments (cont.): Many of our communities have special design features to accommodate sight-, mobility-, and hearing-impared residents - a rarity in affordable housing communities. We've also joined together with another not-for-profit organization, The Homes for Life Foundation, to bring in needed services and case management for residents with chronic mental illness, enabling them to live independently instead of being institutionalized or living on the streets. F990_P06_S0B_L11b Form 990, Part VI, Section B, Line 11b The CEO & CFO review the 990 and forward to PricewaterhouseCoopers for professional review. Executive Committee of the Board of Directors, reviews the final 990 before submission. F990_P06_S0B_L12c Form 990, Part VI, Section B, Line 12c Front Porch Communities and Services regularly and consistently monitors and enforces compliance with its Conflict of Interest Policy. Each year, all board members, officers and senior management members are required to complete and sign a Conflict of Interest form disclosing any conflicts of interest. If a conflict is identified, the details are discussed by members of the Board and a decision rendered as to the appropriate action to be taken. F990_P06_S0B_L15 Form 990, Part VI, Section B, Line 15 In establishing the compensation of the CEO, other top management officials, officers, and key employees, Front Porch Communities and Services utilizes a compensation committee, compensation studies, and an independent compensation consultant. Final compensation amounts are approved by the Executive Committee of the Board. F990_P06_S0C_L19 Form 990, Part VI, Section C, Line 19 Front Porch Communities and Services' Conflict of Interest Policy and financial statements are available on its website. It does not make its governing documents available to the public. F990_P07_S0A_L01a Form 990, Part VII, Section A, Line 1a Estimated Average Hours Develoted to Related Organization, Per Week: Bill Jennings - President of Front Porch Development Co. - 1 hr; Gary Wheeler - Director/Co-President/Co-CEO of Front Porch Enterprises - 1 hr; Gary Wheeler - Director of CARING Housing Ministries - 1 hr; Gary Wheeler - CEO of Sunny View Lutheran Home - 1 hr; Mort Swales - Co-President/Co-CEO of Front Porch Enterprises - 1 hr; Mort Swales - Director of CARING Housing Ministries - hr; Mort Swales - Special Counsel-Office of the CEO - SV Lutheran Home - 1 hr; Mary Miller - CFO/Secretary of Front Porch Enterprises - 1 hr; Mary Miller - Treasurer of CARING Housing Ministries - 1 hr; Mary Miller - Treasurer of Sunny View Lutheran Home - 1 hr; Susan Whittaker - Director of Front Porch Enterprises - 1 hr; Daniel Sudit - Board Chair of Sunny View Lutheran Home - 1 hr F990_P11_S00_L05 Form 990, Part XI, Line 5 $8,895,029 = Unrealized Gains & Losses; $(846,426) = Investment Expense; $(1,765,838) = Discontinued Operations (net of revenues & expenses); $(24,478) = Change in value of trusts and annuities; $(623,935) = Change in donor designation of permanently restricted contributions; $381 = Other; $5,634,734 = Total other changes in net assets. CARING Housing Ministries 2820 South Fremont Avenue Alhambra CA 91803 954540601 Affordable Housing CA 501(c)(3) 9 Front Porch Communities and Services 1 Sunny View Lutheran Home 22445 Cupertino Road Cupertino CA 95014 941542379 HUD senior living CA 501(c)(3) 7 Front Porch Communities and Services 1 Front Porch Enterprises 303 North Glenoaks Blvd Suite 1000 Burbank CA 91502 383739147 Provide support to FPC&S &CTIW CA 501(c)(3) 11 N/A 0 Cypress Knolls LLC 303 North Glenoaks Blvd Suite 1000 Burbank CA 91502 743185031 Dissolved 10/22/11 CA Front Porch Communities and Services C 1 0 0 0 0 0 0 0 0 1 0 1 0 1 0 0 1 0 0 CARING Housing Ministries i 60000 Monthly billing Sunny View Lutheran Home k 261563 Monthly billing CARING Housing Ministries m 60000 Monthly billing CARING Housing Ministries p 60000 Monthly billing Front Porch Communities and Services filed form 8868, for automatic 3-month extension, before August 15, 2012. An additional 3-month extension request was filed before November 15, 2012.