ELDER CARE ALLIANCE: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- ELDER CARE ALLIANCE (EIN 94-3260975)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-02-11
- IRS object ID
- 201330429349300238
- Schema version
- 2011v1.5
- 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 | 2013-02-11T10:55:48-06:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 910 E ST LOUIS 200/PO BOX 1190 | AddressLine1 |
| City | SPRINGFIELD | City |
| State | MO | State |
| ZIP Code | 658062523 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 943260975 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELDER CARE ALLIANCE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % JANICE WASHBURN | InCareOfName |
| Name Control | ELDE | NameControl |
| Phone | 5107692700 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 MARINA VILLAGE PARKWAY | AddressLine1 |
| City | ALAMEDA | City |
| State | CA | State |
| ZIP Code | 94501 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JANICE WASHBURN | Name |
| Title | CHIEF FINANCIAL OFFICER | Title |
| Date Signed | 2013-01-31 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Brian D Todd | Name |
| Phone | 4178658701 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JESSE JANTZEN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 MARINA VILLAGE PKWY 210 | AddressLine1 |
| City | ALAMEDA | City |
| State | CA | State |
| ZIP Code | 94501 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 4343344 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.ELDERCAREALLIANCE.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1996 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | THE ORGANIZATION SERVES AND ENRICHES THE PHYSICAL, EMOTIONAL AND SPIRITUAL WELL-BEING OF OLDER ADULTS THROUGH ITS SIX CARE COMMUNITIES IN CALIFORNIA AND ITS CARE COORDINATION PROGRAM. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 14 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 14 | NbrIndependentVotingMembers |
| Total Nbr Employees | 22 | TotalNbrEmployees |
| Total Nbr Volunteers | 12 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 419861 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 409207 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 3719541 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 3847395 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 217913 | InvestmentIncomePriorYear |
| Investment Income Current Year | 79463 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 4357315 | TotalRevenuePriorYear |
| Total Revenue Current Year | 4336065 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 875 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1250 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 624201 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1625261 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 3583132 | OtherExpensePriorYear |
| Other Expenses Current Year | 2389182 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 4208208 | TotalExpensesPriorYear |
| Total Expenses Current Year | 4015693 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 149107 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 320372 | RevenuesLessExpensesCY |
| Total Assets BOY | 6168218 | TotalAssetsBOY |
| Total Assets EOY | 13736155 | TotalAssetsEOY |
| Total Liabilities BOY | 14139529 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 20506039 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | -7971311 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | -6769884 | NetAssetsOrFundBalancesEOY |
| Mission Description | AN ORGANIZATION COMMITTED TO SERVING AND ENRICHING THE PHYSICAL, EMOTIONAL, AND SPIRITUAL WELL-BEING OF OLDER ADULTS THROUGH A NETWORK OF PROFESSIONAL, FAITH-CENTERED CARE COMMUNITIES AND SERVICES. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 2473667 | Expense |
| Revenue | 3710402 | Revenue |
| Description | ELDER CARE ALLIANCE MANAGES SIX CARE COMMUNITIES FOR OLDER ADULTS IN CALIFORNIA. COMMITTED TO THE SPIRITUAL TRADITIONS OF OUR SPONSORS, THE SISTERS OF MERCY OF THE AMERICAS WEST MIDWEST COMMUNITY, INC., A DIVISION OF THE SISTERS OF MERCY OF THE AMERICAS, A RELIGIOUS INSTITUTE AND PUBLIC JURIDIC PERSON OF THE ROMAN CATHOLIC CHURCH AND THE SIERRA PACIFIC SYNOD OF THE EVANGELICAL LUTHERAN CHURCH, ELDER CARE ALLIANCE PROVIDES CARE FOR THE ELDERLY, REGARDLESS OF CULTURAL BACKGROUND, RELIGIOUS ORIENTATION, OR ECONOMIC MEANS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 215102 | Expense |
| Revenue | 136993 | Revenue |
| Description | THE ELDER CARE ALLIANCE CARE COORDINATION PROGRAM IS DESIGNED TO ASSIST RELIGIOUS CONGREGATIONS AND DIOCESES IN PLANNING FOR HEALTH AND LONG TERM CARE NEEDS OF MEMBERS. CARE COORDINATORS ARE SKILLED PROFESSIONALS, TRAINED IN GERONTOLOGY, SOCIAL WORK, NURSING AND/OR COUNSELING, WHO COORDINATE FOR APPROPRIATE HEALTH AND PSYCHOSOCIAL SERVICES, WHICH ARE MADE AVAILABLE TO AND UTILIZED BY INDIVIDUAL MEMBERS. CARE COORDINATORS PERFORM A VARIETY OF FUNCTIONS BASED ON THE NEEDS OF A PARTICULAR COMMUNITY OR DIOCESE. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1250 | Expense |
| Grants | 1250 | Grants |
| Description | THE ORGANIZATION GAVE A CHARITABLE CONTRIBUTION TO AN ORGANIZATION. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 2690019 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | true | ReportOtherAssets |
| Report Other Liabilities | false | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | true | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 30 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 22 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 14 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 14 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | true | DelegationOfManagementDuties |
| Changes To Organizing Docs | true | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | true | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | JANICE WASHBURN | NamePerson |
| Telephone Number | 5107692727 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 MARINA VILLAGE PARKWAY SUITE | AddressLine1 |
| City | ALAMEDA | City |
| State | CA | State |
| ZIP Code | 94501 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (22 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| REVEREND RONALD M RENTNER | |||||||
| CHAIR THROUGH 11/2011 | 1.0 | X | X | 0 | 0 | 0 | |
| PATRICIA CONOLLY MD | |||||||
| DIRECTOR THROUGH 11/2011 | 1.0 | X | 0 | 0 | 0 | ||
| CHARLES RUTHROFF | |||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||
| FRED WENTKER | |||||||
| SEC. THROUGH 11/2011/DIRECTOR | 1.0 | X | X | 0 | 0 | 0 | |
| ROBERT JOHNSON | |||||||
| CHAIR BEG. 12/2011 | 1.0 | X | X | 0 | 0 | 0 | |
| SISTER LINDA ORRICK | |||||||
| SECRETARY BEG. 12/2011 | 1.0 | X | X | 0 | 0 | 0 | |
| RAHUL JOGELKAR | |||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||
| SISTER KATHLEEN KEARNEY | |||||||
| VICE CHAIR BEG. 12/2011 | 1.0 | X | X | 0 | 0 | 0 | |
| JOAN RYAN | |||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||
| MICHAEL TELLEEN | |||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||
| REVEREND PAMELA GRIFFITH POND | |||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||
| MARY CONNICK | |||||||
| DIRECTOR THROUGH 11/2011 | 1.0 | X | 0 | 0 | 0 | ||
| REVEREND NOREEN F MEGINNESS | |||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||
| JESSE BEAN | |||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||
| VERN STIGGE | |||||||
| DIRECTOR BEG. 12/2011 | 1.0 | X | 0 | 0 | 0 | ||
| HUGH VAN NESS | |||||||
| DIRECTOR BEG. 12/2011 | 1.0 | X | 0 | 0 | 0 | ||
| CHRISTINE WHELAN | |||||||
| DIRECTOR BEG. 12/2011 | 1.0 | X | 0 | 0 | 0 | ||
| JESSE JANTZEN | |||||||
| CHIEF EXECUTIVE OFFICER | 40.0 | X | 210996 | 0 | 2314 | ||
| JANICE WASHBURN | |||||||
| CHIEF FINANCIAL OFFICER | 40.0 | X | 137895 | 0 | 2771 | ||
| ADRIENE IVERSON | |||||||
| ASSISTANT SECRETARY | 40.0 | X | 148761 | 0 | 2635 | ||
| CARL ARNOULT | |||||||
| IT VICE PRESIDENT | 40.0 | 137463 | 0 | 10888 | X | ||
| CHERYL MACGREGOR | |||||||
| HR VICE PRESIDENT | 40.0 | 157828 | 0 | 10788 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 792943 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 29396 | TotalOtherCompensation |
| Number Individuals GT100 K | 5 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|
| LIFE CARE SERVICES LLC | |
| SEE SCHEDULE O | 2138813 |
| BKD LLP | |
| AUDIT/TAX/ACCOUNTING | 118920 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
| All Other Contributions | 409207 | AllOtherContributions |
| Total Contributions | 409207 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| MANAGEMENT FEE INCOME | 551112 | 3622754 | 3622754 |
| CARE COORDINATION | 621610 | 136993 | 136993 |
| OTHER REVENUE | 900099 | 87648 | 87648 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 3847395 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 86742 | TotalRevenueColumn |
| Exclusion | $86,742 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 7279 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -7279 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -7279 | TotalRevenueColumn |
| Exclusion | -$7,279 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4336065 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3847395 | RelatedOrExemptFunctionIncome |
| Exclusion | $79,463 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1250 | Total |
| Program Services | 1250 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 794626 | Total |
| Program Services | 344923 | ProgramServices |
| Management And General | 449703 | ManagementAndGeneral |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 439790 | Total |
| Program Services | 190899 | ProgramServices |
| Management And General | 248891 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 136948 | Total |
| Program Services | 42404 | ProgramServices |
| Management And General | 94544 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 121588 | Total |
| Program Services | 26309 | ProgramServices |
| Management And General | 95279 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 132309 | Total |
| Program Services | 48867 | ProgramServices |
| Management And General | 83442 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 863272 | Total |
| Program Services | 863272 | ProgramServices |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22955 | Total |
| Management And General | 22955 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4865 | Total |
| Management And General | 4865 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10251 | Total |
| Management And General | 10251 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 586015 | Total |
| Program Services | 585032 | ProgramServices |
| Management And General | 983 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2592 | Total |
| Program Services | 799 | ProgramServices |
| Management And General | 1793 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 86673 | Total |
| Program Services | 23994 | ProgramServices |
| Management And General | 62679 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7297 | Total |
| Program Services | 6984 | ProgramServices |
| Management And General | 313 | ManagementAndGeneral |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6341 | Total |
| Program Services | 4141 | ProgramServices |
| Management And General | 2200 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 49117 | Total |
| Program Services | 35495 | ProgramServices |
| Management And General | 13622 | ManagementAndGeneral |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19126 | Total |
| Program Services | 12922 | ProgramServices |
| Management And General | 6204 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 509835 | Total |
| Program Services | 327055 | ProgramServices |
| Management And General | 182780 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 86110 | Total |
| Program Services | 68878 | ProgramServices |
| Management And General | 17232 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25587 | Total |
| Program Services | 20467 | ProgramServices |
| Management And General | 5120 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| LICENSES, DUES, SUBSCRIPTIONS | 7404 | 1836 | 5568 |
| EMPLOYEE EXPENSES | 52336 | 35086 | 17250 |
| MEDICAL SUPPLIES & DRUGS | 38 | 38 | |
| MISCELLANEOUS | 49368 | 49368 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4015693 | Total |
| Program Services | 2690019 | ProgramServices |
| Management And General | 1325674 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14182 | BOY |
| EOY | 56420 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 348309 | BOY |
| EOY | 1797039 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33896 | BOY |
| EOY | 28944 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21496 | BOY |
| EOY | 54359 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 728865 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 220524 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 288176 | BOY |
| EOY | 508341 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2441644 | BOY |
| EOY | 1227599 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3020515 | BOY |
| EOY | 10063453 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6168218 | BOY |
| EOY | 13736155 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 794217 | BOY |
| EOY | 910057 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 74108 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13345312 | BOY |
| EOY | 19521874 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14139529 | BOY |
| EOY | 20506039 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -7991088 | BOY |
| EOY | -6796111 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19777 | BOY |
| EOY | 26227 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -7971311 | BOY |
| EOY | -6769884 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6168218 | BOY |
| EOY | 13736155 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 320372 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 881055 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type2 | X | SupportingOrg509a3Type2 |
| Certification Checkbox | X | CertificationCheckbox |
| Contrib By Controlling Individual | false | ContribByControllingIndividual |
| Contribution By Related Party | false | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | false | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation (6 entries)
| EINEIN | Type Of OrganizationTypeOfOrganization | Listed In Governing DocListedInGoverningDoc | AmountAmount |
|---|---|---|---|
| SALEM LUTHERAN HOME ASSOCIATION OF THE BAY CITIES | |||
| 940831870 | 09 | true | $0 |
| MERCY RETIREMENT AND CARE CENTER | |||
| 941156579 | 09 | true | $0 |
| ELDER CARE ALLIANCE OF CAMARILLO | |||
| 943351613 | 09 | true | $0 |
| ELDER CARE ALLIANCE OF SAN FRANCISCO | |||
| 943351615 | 09 | true | $0 |
| ELDER CARE ALLIANCE OF SAN RAFAEL | |||
| 760730971 | 09 | true | $0 |
| ELDER CARE ALLIANCE OF UNION CITY | |||
| 943377985 | 09 | true | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 6 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 0 | SumOfAmounts |
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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbying | |
| Total Direct Lobbying | TotalDirectLobbying | |
| Total Lobbying Expenditures | TotalLobbyingExpenditures | |
| Other Exempt Purpose Expenditures | OtherExemptPurposeExpenditures | |
| Total Exempt Purpose Expenditures | TotalExemptPurposeExpenditures | |
| Lobbying Nontaxable | LobbyingNontaxableAmount | |
| Grassroots Nontaxable | GrassrootsNontaxableAmount | |
| Tot Lobbying Grassroot Minus Non Tx | TotLobbyingGrassrootMinusNonTx | |
| Tot Lobby Expend Mns Lobbying Nontx | TotLobbyExpendMnsLobbyingNontx | |
| Volunteers | false | Volunteers |
| Paid Staff Or Management | false | PaidStaffOrManagement |
| Media Advertisements | false | MediaAdvertisements |
| Mailings Members | false | MailingsMembers |
| Publications Or Broadcast | false | PublicationsOrBroadcast |
| Grants Other Organizations | false | GrantsOtherOrganizations |
| Direct Contact Legislators | false | DirectContactLegislators |
| Rallies Demonstrations | false | RalliesDemonstrations |
| Other Activities | true | OtherActivities |
| Not Described In501c3 | false | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | OTHER LOBBYING ACTIVITIES | Identifier |
| Return Reference | SCHEDULE C, PART II-B, LINE 1I | ReturnReference |
| Explanation | THE ORGANIZATION IS A MEMBER OF SEVERAL ORGANIZATIONS WHOSE PURPOSE IS TO DIRECT, DEVELOP, OR AFFECT PUBLIC POLICY AND LEGISLATION WITH REGARDS TO HEALTHCARE ISSUES. THE AMOUNT SPENT ON DUES ALLOCABLE TO LOBBYING ACTIVITIES IS NOT SPECIFICALLY KNOWN; HOWEVER, SUCH AMOUNTS ARE INSUBSTANTIAL. | Explanation |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| Current Year Minus3 Years | CurrentYearMinus3Years | |
| Land | Land | |
| Buildings | Buildings |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 326772 | OtherCostOrOtherBasis |
| Depreciation | 81882 | Depreciation |
| Book Value | 244890 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 346440 | OtherCostOrOtherBasis |
| Depreciation | 138642 | Depreciation |
| Book Value | 207798 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 55653 | OtherCostOrOtherBasis |
| Book Value | 55653 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 508341 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (3 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| DUE FROM RELATED PARTIES | 10038474 |
| DEFERRED CHARGES | 5175 |
| REFUNDABLE DEPOSITS | 19804 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 10063453 | TotalBookValueOtherAssets |
| Total Revenue | 4336065 | TotalRevenue |
| Total Expenses | 4015693 | TotalExpenses |
| Excess Or Deficit For Year | 320372 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -6368 | NetUnrealizedGLOnInvestments |
| Other | $887,423 | OtherAmount |
| Total Adjustments | 881055 | TotalAdjustments |
| Excess Or Deficit Per FS | 1201427 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 1591394 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -6368 | NetUnrealizedGainsInvestments |
| Other Revenues | 877172 | OtherRevenues |
| Revenue Not Rptd F990 | 870804 | RevenueNotRptdF990 |
| Revenue Subtotal | 720590 | RevenueSubtotal |
| Other Revenues Not Included | 3615475 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 3615475 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 4336065 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 389967 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | -3615475 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | -3615475 | ExpensesNotRptdF990 |
| Expenses Subtotal | 4005442 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 10251 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 10251 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 4015693 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| UNCERTAIN TAX POSITIONS | SCHEDULE D, PART X, LINE 2 | MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. |
| OTHER RECONCILING CHANGE IN NET ASSETS | SCHEDULE D, PART XI, LINE 8 | TRANSFER FROM AFFILIATE $ 887,423 |
| OTHER REVENUE INCLUDED ON LINE 1, BUT NOT ON FORM 990, PART VIII, LINE 12 | SCHEDULE D, PART XII, LINE 2D | TRANSFER FROM AFFILIATE $ 887,423 INVESTMENT FEES ( 10,251) ----------- TOTAL $ 877,172 |
| OTHER REVENUE INCLUDED ON FORM 990, PART VIII, LINE 12, BUT NOT ON LINE 1 | SCHEDULE D, PART XII, LINE 4B | MANAGEMENT FEE INCOME $ 3,622,754 LOSS ON SALE OF ASSETS ( 7,279) ------------ TOTAL $ 3,615,475 |
| OTHER EXPENSE INCLUDED ON LINE 1, BUT NOT ON FORM 990, PART IX, LINE 25 | SCHEDULE D, PART XIII, LINE 2D | MANAGEMENT FEE INCOME $(3,622,754) LOSS ON SALE OF ASSETS 7,279 ------------ TOTAL $(3,615,475) |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | true | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (3 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JESSE JANTZEN | |||||||||||||
| 175872 | 0 | 34893 | 0 | 231 | 0 | 0 | 0 | 2314 | 0 | 213310 | 0 | 0 | 0 |
| CHERYL MACGREGOR | |||||||||||||
| 143480 | 0 | 12522 | 0 | 1826 | 0 | 8298 | 0 | 2490 | 0 | 168616 | 0 | 0 | 0 |
| ADRIENE IVERSON | |||||||||||||
| 136933 | 0 | 11422 | 0 | 406 | 0 | 260 | 0 | 2375 | 0 | 151396 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | BONUS PAYMENTS | Identifier |
| Return Reference | SCHEDULE J, PART I, LINE 6A | ReturnReference |
| Explanation | OFFICERS OF THE ORGANIZATION ARE ELIGIBLE TO RECEIVE BONUS PAYMENTS BASED ON AN INDIVIDUAL INCENTIVE COMPENSATION PLAN THAT IS MADE AT THE BEGINNING OF THE FISCAL YEAR. THE BONUSES ARE BASED ON FINANCIAL, QUALITY, SAFETY, PERSONAL, AND VARIOUS OTHER GOALS, AND TARGETS AND POTENTIAL BONUS PERCENTAGES ARE DETERMINED WHEN THE INCENTIVE PLAN IS DEVELOPED EACH YEAR. THE FINANCIAL GOALS FOR MANY OF THE OFFICERS INCLUDE MEETING OR EXCEEDING A NET EARNINGS AMOUNT. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DELEGATION OF MANAGEMENT DUTIES | FORM 990, PART VI, SECTION A, LINE 3 | ELDER CARE ALLIANCE HAD A MANAGEMENT CONTRACT WITH LIFE CARE SERVICES, LLC, FROM JULY 1, 2011, THROUGH DECEMBER 31, 2011, THROUGH WHICH LIFE CARE SERVICES, LLC, PROVIDED MANAGEMENT SERVICES INCLUDING, BUT NOT LIMITED TO, MARKETING, HUMAN RESOURCES, ACCOUNTING, INFORMATION TECHNOLOGY SERVICES, CLINICAL OVERSIGHT AND INSURANCE. IN ADDITION, ELDER CARE ALLIANCE PAID LIFE CARE SERVICES, LLC, FOR OTHER SERVICES PROVIDED. LIFE CARE SERVICES, LLC, DID NOT PROVIDE COMPENSATION FOR ELDER CARE ALLIANCE'S CEO OR CFO DURING FISCAL YEAR 2012. |
| SIGNIFICANT CHANGES TO ORGANIZATION'S BYLAWS | FORM 990, PART VI, SECTION A, LINE 4 | THE ORGANIZATION AMENDED ITS BYLAWS DURING FISCAL YEAR 2012. SIGNIFICANT CHANGES ARE AS FOLLOWS: - EACH CORPORATE MEMBER OF THE ORGANIZATION SHALL NOW APPOINT THREE PERSONS TO SERVE AS ITS REPRESENTATIVES ON A BODY ESTABLISHED AS A LIAISON TO THE BOARD OF DIRECTORS AND OFFICERS OF THE CORPORATION. - EACH TERM FOR A NEW DIRECTOR BEGINS UPON ADJOURNMENT OF THE ANNUAL BOARD MEETING OF THE FIRST YEAR HE OR SHE IS APPOINTED. THE PREVIOUS BYLAWS SPECIFIED DECEMBER 1 AS THE DATE A NEW TERM BEGINS. - CHANGED TITLES OF "CHAIRMAN/PRESIDENT" TO "CHAIRPERSON" AND "CHIEF EXECUTIVE OFFICER" TO "PRESIDENT/CHIEF EXECUTIVE OFFICER." - CLARIFIED THAT BOTH THE BOARD AND CORPORATE MEMBERS MUST ACT IN ORDER FOR THE PRESIDENT/CHIEF EXECUTIVE OFFICER TO BE DULY ELECTED. - THE ORGANIZATION'S AUDIT COMMITTEE MAY NOW INCLUDE DULY QUALIFIED AND INDEPENDENT NON-DIRECTORS, IF THE BOARD FINDS THAT THERE IS AN INSUFFICIENT NUMBER OF QUALIFIED CURRENTLY-SERVING BOARD MEMBERS TO MEET THE CHARGE OF THE AUDIT COMMITTEE. PREVIOUSLY ONLY BOARD MEMBERS WERE ALLOWED TO SERVE ON THE AUDIT COMMITTEE. - THE ORGANIZATION'S BYLAWS ARE TO BE REVIEWED AT LEAST ONCE EVERY THREE YEARS. THE PRIOR BYLAWS SPECIFIED ONLY THAT THE BYLAWS SHOULD BE REVIEWED FROM TIME TO TIME. |
| MEMBERS | FORM 990, PART VI, SECTION A, LINES 6, 7A, & 7B | ELDER CARE ALLIANCE HAS TWO CORPORATE MEMBERS: 1. THE SISTERS OF MERCY OF THE AMERICAS WEST MIDWEST COMMUNITY, INC., A DIVISION OF THE SISTERS OF MERCY OF THE AMERICAS, A RELIGIOUS INSTITUTE AND PUBLIC JURIDIC PERSON OF THE ROMAN CATHOLIC CHURCH. 2. THE SIERRA PACIFIC SYNOD OF THE EVANGELICAL LUTHERAN CHURCH IN AMERICA - A FELLOWSHIP OF CONGREGATIONS, MINISTRIES, AND INSTITUTIONS IN NORTHERN CALIFORNIA AND NORTHERN NEVADA. APPOINTMENT OF DIRECTORS: THE BOARD OF DIRECTORS OF THE CORPORATION SHALL INCLUDE FOURTEEN (14) INDIVIDUALS APPOINTED IN ACCORDANCE WITH THE FOLLOWING: (I) FIVE (5) INDIVIDUALS APPOINTED BY THE CORPORATE MEMBER, SIERRA PACIFIC SYNOD OF THE EVANGELICAL LUTHERAN CHURCH IN AMERICA. (II) FIVE (5) INDIVIDUALS APPOINTED BY THE CORPORATE MEMBER, THE SISTERS OF MERCY OF THE AMERICAS WEST MIDWEST COMMUNITY, INC., A DIVISION OF THE SISTERS OF MERCY OF THE AMERICAS, A RELIGIOUS INSTITUTE AND PUBLIC JURIDIC PERSON OF THE ROMAN CATHOLIC CHURCH. (III)IN ADDITION TO THE INDIVIDUALS APPOINTED PURSUANT TO SUBPARAGRAPHS (I) AND (II) ABOVE, A MAXIMUM OF TWO (2) INDIVIDUALS JOINTLY APPOINTED BY THE CORPORATE MEMBERS, SIERRA PACIFIC SYNOD AND THE WEST MIDWEST COMMUNITY; AND (IV) TWO (2) INDIVIDUALS NOMINATED BY DIGNITY HEALTH ("DH") (FORMERLY CATHOLIC HEALTHCARE WEST) AND APPOINTED BY THE INDIVIDUALS NAMED PURSUANT TO SUBPARAGRAPHS (I), (II) AND (III) ABOVE, WHICH INDIVIDUALS MAY BE, BUT SHALL NOT BE REQUIRED TO BE, EMPLOYEES OF DH AND WHO SHALL HAVE THE SAME FIDUCIARY DUTIES, INCLUDING THE DUTIES OF LOYALTY AND CARE, TO THE CORPORATION AS EVERY OTHER MEMBER OF THE BOARD (INDIVIDUALLY, A "DH DIRECTOR" AND, COLLECTIVELY, THE "DH DIRECTORS"). APPROVAL RIGHTS OF CORPORATE MEMBERS: 1. THE FOLLOWING ACTIONS OF ELDER CARE ALLIANCE (THE "CORPORATION") SHALL NOT BE IMPLEMENTED WITHOUT THE APPROVAL OF THE CORPORATE MEMBERS: (A) ADOPTION OR AMENDMENT OF PHILOSOPHY, MISSION AND VALUES STATEMENT OF THE CORPORATION; (B) APPROVAL OF LONG RANGE AND STRATEGIC PLANS OF THE CORPORATION AND ITS SUBSIDIARIES AND AFFILIATES; (C) REORGANIZATION, DISSOLUTION, MERGER, CONSOLIDATION, CHANGE OF CONTROL, ADMISSION OF NEW MEMBERS OR OTHER AFFILIATION OF ANY MANNER OF THE CORPORATION OR ANY OF ITS SUBSIDIARIES; (D) ANY CHANGE IN THE ARTICLES OF INCORPORATION OR BYLAWS OF THE CORPORATION; (E) ADOPTION OF AND ANY CHANGE IN CHARITY CARE POLICIES OF THE CORPORATION OR ANY OF ITS SUBSIDIARIES; (F) SALE OR DISPOSITION OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OF THE CORPORATION OR ANY OF ITS SUBSIDIARIES, SUBJECT TO PARAGRAPH 2 AND PARAGRAPH 3 HEREOF; OR (G) APPOINTMENT OF THE PRESIDENT/CHIEF EXECUTIVE OFFICER OF THE CORPORATION. |
| FORM 990 REVIEW PROCESS | FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM BASED ON THE AUDITED FINANCIAL STATEMENTS AND INFORMATION PROVIDED BY THE ACCOUNTING DEPARTMENT OF THE ORGANIZATION. ELDER CARE ALLIANCE'S AUDIT COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS THE FORM 990 BEFORE FILING. ALSO, THE CEO AND CFO REVIEW THE FORM 990 BEFORE FILING. THE FINAL FORM 990 IS THEN PROVIDED BY E-MAIL TO ALL MEMBERS OF THE BOARD OF DIRECTORS BEFORE FILING. |
| CONFLICT OF INTEREST POLICY COMPLIANCE | FORM 990, PART VI, SECTION B, LINE 12C | ANNUALLY, THE ASSISTANT SECRETARY OF ELDER CARE ALLIANCE REQUESTS UPDATED CONFLICT OF INTEREST DISCLOSURE FORMS FROM THE BOARD OF DIRECTORS, OFFICERS, KEY EMPLOYEES, AND MEMBERS OF COMMITTEES WITH BOARD-DELEGATED AUTHORITY. THE ASSISTANT SECRETARY PREPARES A TABLE SUMMARIZING THE DISCLOSURES MADE AND PRESENTS THE TABLE TO THE BOARD OF DIRECTORS FOR THEIR INFORMATION. IF AN APPARENT CONFLICT OF INTEREST IS IDENTIFIED, THE MATTER IS REVIEWED BY THE BOARD OR COMMITTEE AND ACTION TAKEN, IF DEEMED NECESSARY, SUCH AS REQUIRING AN INTERESTED DIRECTOR TO RECUSE HIMSELF OR HERSELF FROM A VOTE ON THE MATTER, OR TERMINATING A BUSINESS RELATIONSHIP ENTERED INTO IN VIOLATION OF THE POLICY. |
| COMPENSATION DETERMINATION | FORM 990, PART VI, SECTION B, LINES 15A & 15B | THE COMPENSATION FOR THE CEO AND CFO WAS REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS OF ELDER CARE ALLIANCE. COMPARABLE COMPENSATION INFORMATION WAS PROVIDED TO THE EXECUTIVE COMMITTEE BY AN INDEPENDENT COMPENSATION CONSULTANT. THE COMPENSATION REVIEW OF THE EXECUTIVE DIRECTORS AND KEY EMPLOYEES WAS COMPLETED FOR FISCAL YEAR 2012 BY THE FINANCE COMMITTEE OF ELDER CARE ALLIANCE AS PART OF THE BUDGET REVIEW PROCESS. |
| GOVERNING DOCUMENT AVAILABILITY | FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON WRITTEN REQUEST TO ELDER CARE ALLIANCE. DOCUMENTS WILL BE PROVIDED VIA EMAIL, US MAIL, OR BY FAX IF SO REQUESTED. |
| OFFICER COMPENSATION & MANAGEMENT FEES | FORM 990, PART VII, SECTION A, AND SECTION B, LINE 1 | ELDER CARE ALLIANCE (ECA) HAD A MANAGEMENT CONTRACT WITH LIFE CARE SERVICES (LCS) THROUGH DECEMBER 31, 2011, UNDER WHICH ECA PAID $863,272 DURING THE FISCAL YEAR. ECA ALSO PAID LCS VARIOUS FEES FOR ACCESS TO TECHNOLOGY SYSTEMS AFTER THE END OF THE MANAGEMENT CONTRACT. IN PRIOR YEARS, LCS ALSO PROVIDED COMPENSATION FOR ECA'S CEO & CFO, BUT FOR THE ENTIRE FISCAL YEAR ENDED JUNE 30, 2012, THIS COMPENSATION WAS PAID BY ECA. THE COMPENSATION AMOUNTS REPORTED IN PART VII, SECTION A, FOR THE CEO AND CFO REFLECT THE CALENDAR YEAR PORTION OF SALARIES PAID BY ECA. |
| OTHER CHANGES IN NET ASSETS | FORM 990, PART XI, LINE 5 | TRANSFER FROM AFFILIATE $ 887,423 UNREALIZED LOSS ON INVESTMENTS ( 6,368) ---------- TOTAL $ 881,055 |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (6 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| ELDER CARE ALLIANCE OF UNION CITY | ||||||||||
| 1301 MARINA VILLAGE PKWY 210 | ALAMEDA | CA | 94501 | 943377985 | ELDERLY CARE | CA | 501(C)(3) | 9 | ECA | true |
| MERCY RETIREMENT AND CARE CENTER | ||||||||||
| 1301 MARINA VILLAGE PKWY 210 | ALAMEDA | CA | 94501 | 941156579 | ELDERLY CARE | CA | 501(C)(3) | 9 | ECA | true |
| ELDER CARE ALLIANCE OF CAMARILLO | ||||||||||
| 1301 MARINA VILLAGE PKWY 210 | ALAMEDA | CA | 94501 | 943351613 | ELDERLY CARE | CA | 501(C)(3) | 9 | ECA | true |
| ELDER CARE ALLIANCE OF SAN FRANCISCO | ||||||||||
| 1301 MARINA VILLAGE PKWY 210 | ALAMEDA | CA | 94501 | 943351615 | ELDERLY CARE | CA | 501(C)(3) | 9 | ECA | true |
| SALEM LUTHERAN HOME ASSOC OF THE BAY CIT | ||||||||||
| 1301 MARINA VILLAGE PKWY 210 | ALAMEDA | CA | 94501 | 940831870 | ELDERLY CARE | CA | 501(C)(3) | 9 | ECA | true |
| ELDER CARE ALLIANCE OF SAN RAFAEL | ||||||||||
| 1301 MARINA VILLAGE PKWY 210 | ALAMEDA | CA | 94501 | 760730971 | ELDERLY CARE | CA | 501(C)(3) | 9 | ECA | true |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | true | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | true | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | true | OtherTransferToOtherOrg |
| Other Transfer From Other Org | true | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (16 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| MERCY RETIREMENT & CARE CENTER | ||
| K | 993019 | FMV |
| MERCY RETIREMENT & CARE CENTER | ||
| P | 289864 | FMV |
| SALEM LUTHERAN HOME ASSOC OF THE BAY CITIES | ||
| K | 936147 | FMV |
| SALEM LUTHERAN HOME ASSOC OF THE BAY CITIES | ||
| P | 263371 | FMV |
| ELDER CARE ALLIANCE OF CAMARILLO | ||
| K | 294221 | FMV |
| ELDER CARE ALLIANCE OF CAMARILLO | ||
| P | 133063 | FMV |
| ELDER CARE ALLIANCE OF CAMARILLO | ||
| Q | 500000 | FMV |
| ELDER CARE ALLIANCE OF CAMARILLO | ||
| R | 230000 | FMV |
| ELDER CARE ALLIANCE OF SAN RAFAEL | ||
| K | 551563 | FMV |
| ELDER CARE ALLIANCE OF SAN RAFAEL | ||
| P | 207015 | FMV |
| ELDER CARE ALLIANCE OF SAN RAFAEL | ||
| R | 607423 | FMV |
| ELDER CARE ALLIANCE OF UNION CITY | ||
| K | 183447 | FMV |
| ELDER CARE ALLIANCE OF UNION CITY | ||
| P | 312145 | FMV |
| ELDER CARE ALLIANCE OF SAN FRANCISCO | ||
| K | 664357 | FMV |
| ELDER CARE ALLIANCE OF SAN FRANCISCO | ||
| P | 305378 | FMV |
| ELDER CARE ALLIANCE OF SAN FRANCISCO | ||
| R | 550000 | FMV |