FRONT PORCH COMMUNITIES AND SERVICES: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- FRONT PORCH COMMUNITIES AND SERVICES (EIN 95-4538269)
- Tax period
- 2024-04-01 to 2025-03-31
- Filed
- 2026-02-12
- IRS object ID
- 202610439349300536
- Schema version
- 2024v5.1
- 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) |
|---|---|---|
| Return | 2026-02-12T11:28:04+00:00 | ReturnTs |
| Tax Period End | 2025-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 440160260 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Forvis Mazars LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14221 Dallas Parkway Suite 400 | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75254 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954538269 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Front Porch Communities and Services | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FRON | BusinessNameControlTxt |
| Phone | 8182544100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 North Brand Blvd 19th Floor | AddressLine1Txt |
| City | Glendale | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91203 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EDUARDO SALVADOR | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 8182544100 | PhoneNum |
| Signature | 2026-02-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Andrew Gray | PreparerPersonNm |
| PTIN | P01517705 | PTIN |
| Phone | 9727028262 | PhoneNum |
| Preparation | 2026-02-16 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sean Kelly | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 North Brand Blvd 19th Floor | AddressLine1Txt |
| City | Glendale | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $693,449,130 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.FRONTPORCH.NET | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1995 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | FRONT PORCH PROVIDES HOUSING AND CARE SERVICES FOR RESIDENTS OF RETIREMENT HOMES AND SKILLED NURSING. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 3374 | TotalEmployeeCnt |
| Total Volunteers | 210 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,798,280 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,997,323 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $349,946,880 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $363,653,772 | CYProgramServiceRevenueAmt |
| PY Investment Income | $25,525,883 | PYInvestmentIncomeAmt |
| CY Investment Income | $56,154,950 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,919,958 | PYOtherRevenueAmt |
| CY Other Revenue | -$1,949,869 | CYOtherRevenueAmt |
| PY Total Revenue | $380,191,001 | PYTotalRevenueAmt |
| CY Total Revenue | $422,856,176 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $174,067,725 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $192,133,856 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $202,250,900 | PYOtherExpensesAmt |
| CY Other Expenses | $220,967,861 | CYOtherExpensesAmt |
| PY Total Expenses | $376,318,625 | PYTotalExpensesAmt |
| CY Total Expenses | $413,101,717 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,872,376 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $9,754,459 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,568,158,374 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,531,503,670 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $878,549,756 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $867,781,882 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $689,608,618 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $663,721,788 | NetAssetsOrFundBalancesEOYAmt |
| Mission | FRONT PORCH'S MISSION IS TO INSPIRE AND BUILD COMMUNITY, CULTIVATING MEANINGFUL RELATIONSHIPS AND EXPERIENCES THAT RESPOND CREATIVELY TO CHANGING NEEDS. 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. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $325,458,902 | ExpenseAmt |
| Revenue | $363,653,772 | RevenueAmt |
| Desc | FRONT PORCH OWNS AND OPERATES CONTINUING CARE RETIREMENT COMMUNITIES, OTHER MULTILEVEL RETIREMENT COMMUNITIES AND ADDITIONAL PROGRAMS PROVIDING SERVICES THAT ENHANCE THE QUALITY OF LIFE FOR THOSE SERVED THROUGH INDEPENDENT RETIREMENT LIVING, ASSISTED LIVING, SKILLED NURSING, SOCIAL SERVICE PROGRAMS, AFFORDABLE HOUSING AND CONTRACT MANAGEMENT OF SUBSIDIZED HOUSING. FRONT PORCH COMMUNITY ENGAGEMENT PROGRAMS PREVENT SOCIAL ISOLATION, ADDRESS HOUSING INSECURITY AND SUPPORT CREATIVE AGING WITH PROGRAMS BOTH LOCAL AND NATIONAL IN SCOPE. THE FRONT PORCH CENTER FOR INNOVATION AND WELLBEING ADDRESSES CHANGING NEEDS OF OLDER ADULTS BY FINDING AND ADVANCING INNOVATIVE SOLUTIONS THAT MEET THOSE NEEDS. THROUGH OUR AFFORDABLE HOUSING SUBSIDIARY CARING HOUSING MINISTRIES (CHM), WE SERVE THOUSANDS OF RESIDENTS AT COMMUNITIES THROUGHOUT CALIFORNIA AND IN ARIZONA. CHM CREATES, NURTURES AND PRESERVES QUALITY AFFORDABLE HOUSING COMMUNITIES THAT ENRICH THE LIVES OF OUR RESIDENTS. CHM IS THE OWNER/OPERATOR OR MANAGEMENT COMPANY FOR MORE THAN 30 AFFORDABLE HOUSING COMMUNITIES THAT SERVE SENIOR, FAMILIES AND PEOPLE WITH CHRONIC MENTAL ILLNESS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,228,960 | ExpenseAmt |
| Desc | EACH YEAR, THE CORPORATION PROVIDES SERVICES TO RESIDENTS WITH LIMITED MEANS AND BENEFITS TO THE BROADER COMMUNITY. 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. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $329,687,862 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 1096 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 3374 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (true) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (true) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Policies Reference Chapters | false | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Samantha Chi | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8182544100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 NORTH BRAND BLVD 19TH FLOOR | AddressLine1Txt |
| City | GLENDALE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91203 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (27 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| Lannie Tonnu | |||||||||
| Director End: 12/31/24; Vice Chair Start: 1/1/25 | 1.0 | 0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Laura Jacobs | |||||||||
| Vice Chair End: 12/31/24; Board Chair Start: 1/1/25 | 1.0 | 2.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Vince Forte | |||||||||
| Board Chair End: 12/31/24; Director Start:1/1/25 | 1.0 | 2.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Deborah Proctor | |||||||||
| Director | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Joanne Handy | |||||||||
| Director | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Kevin Kroeker | |||||||||
| Director | 1.0 | 5.0 | Yes (X) | $0 | $0 | $0 | |||
| Marion McGovern | |||||||||
| Director | 1.0 | 5.0 | Yes (X) | $0 | $0 | $0 | |||
| Mary Ellen Heising | |||||||||
| Director | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Nancy Duranteau | |||||||||
| Director | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Oliver Wesson Jr | |||||||||
| Director | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Susan Whittaker | |||||||||
| Director | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Anna Hall | |||||||||
| Chief Culture Officer | 40.0 | 0 | Yes (X) | $75,206 | $0 | $11,534 | |||
| Eduardo Salvador | |||||||||
| CFO | 37.1 | 2.9 | Yes (X) | $883,068 | $0 | $23,923 | |||
| Rachel Vranich | |||||||||
| Chief Legal Officer / Secretary | 37.1 | 2.9 | Yes (X) | $516,767 | $0 | $45,974 | |||
| Sean Kelly | |||||||||
| CEO | 37.1 | 2.9 | Yes (X) | $1,391,315 | $0 | $67,741 | |||
| Chris Ichien | |||||||||
| Division VP | 40.0 | 0 | $421,929 | $0 | $55,162 | Yes (X) | |||
| Craig Sumner | |||||||||
| Division VP | 40.0 | 0 | $323,951 | $0 | $46,697 | Yes (X) | |||
| George Akopyan | |||||||||
| CHRO | 40.0 | 0 | $468,994 | $0 | $14,794 | Yes (X) | |||
| Jeff Sianko | |||||||||
| COO | 40.0 | 0 | $547,223 | $0 | $29,133 | Yes (X) | |||
| Kari Olson | |||||||||
| Chief Innovation & Technology Officer | 40.0 | 0 | $851,490 | $0 | $55,465 | Yes (X) | |||
| Mary McMullin | |||||||||
| Chief Advancement Officer | 38.0 | 2.0 | $577,875 | $0 | $64,468 | Yes (X) | |||
| Randy Herzig | |||||||||
| Division VP | 40.0 | 0 | $344,049 | $0 | $22,316 | Yes (X) | |||
| Anna Do | |||||||||
| Deputy General Counsel | 40.0 | 0 | $319,620 | $0 | $29,573 | Yes (X) | |||
| David Saffert | |||||||||
| VP of Supply Chain | 40.0 | 0 | $300,666 | $0 | $24,707 | Yes (X) | |||
| Debbie Rompal | |||||||||
| Assistant CFO | 38.0 | 2.0 | $428,260 | $0 | $11,433 | Yes (X) | |||
| Katherine Miller | |||||||||
| Foundation Executive Director | 40.0 | 0 | $304,759 | $0 | $27,598 | Yes (X) | |||
| Winston Hughes | |||||||||
| VP of Informtation Technology | 40.0 | 0 | $370,042 | $0 | $54,408 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $8,125,214 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $584,926 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 243 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | Address Line2ContractorAddress/USAddress/AddressLine2Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| A & G CONSTUCTION | ||||||
| 143 E MAIN STREET | SUITE A | LOS GATOS | CA | 95030 | CONSTRUCTION SERVICES | $22,110,295 |
| MORRISON LIVING | ||||||
| PO BOX 102289 | ATLANTA | GA | 303682289 | CONSULTING SERVICES | $12,309,341 | |
| Hamilton Construction | ||||||
| 202 Mercury Circle | Pomona | CA | 91768 | Construction | $11,461,202 | |
| Sysco Food Services | ||||||
| PO Box 5019 | Fremont | CA | 94537 | Food Services & Products | $9,531,116 | |
| NETPROS TECHNOLOGIES INC | ||||||
| 3843 S BRISTOL ST 210 | SANTA ANA | CA | 92704 | IT SERVICES | $9,069,918 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 374 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $4,997,323 | RelatedOrganizationsAmt |
| Total Contributions | $4,997,323 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| RESIDENT AND NET PATIENT SERVICES | 623000 | $323,868,344 | $323,868,344 |
| AMORTIZATION OF ACCOMODATION FEES | 623000 | $39,626,157 | $39,626,157 |
| OTHER ANCILLARY INCOME | 623000 | $159,271 | $159,271 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $363,653,772 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,856,725 | TotalRevenueColumnAmt |
| Exclusion | $12,856,725 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,000,925 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $12,075 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $988,850 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $988,850 | TotalRevenueColumnAmt |
| Exclusion | $988,850 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $313,776,131 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $268,605,705 | SecuritiesAmt |
| Other | $1,872,201 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $45,170,426 | SecuritiesAmt |
| Other | -$1,872,201 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $43,298,225 | TotalRevenueColumnAmt |
| Exclusion | $43,298,225 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $99,254 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $102,973 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$3,719 | TotalRevenueColumnAmt |
| Exclusion | -$3,719 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Settlement Loss | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | -$2,935,000 | TotalRevenueColumnAmt |
| Exclusion | -$2,935,000 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | -$2,935,000 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $422,856,176 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $363,653,772 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $54,205,081 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,839,074 | TotalAmt |
| Program Services | $1,790,460 | ProgramServicesAmt |
| Management And General | $5,048,614 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $135,532,026 | TotalAmt |
| Program Services | $103,007,194 | ProgramServicesAmt |
| Management And General | $32,524,832 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,457,374 | TotalAmt |
| Program Services | $3,334,188 | ProgramServicesAmt |
| Management And General | $1,123,186 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,525,936 | TotalAmt |
| Program Services | $25,936,952 | ProgramServicesAmt |
| Management And General | $7,588,984 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,779,446 | TotalAmt |
| Program Services | $9,291,436 | ProgramServicesAmt |
| Management And General | $2,488,010 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,358,354 | TotalAmt |
| Management And General | $1,358,354 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $655,704 | TotalAmt |
| Management And General | $655,704 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,602,296 | TotalAmt |
| Program Services | $1,602,296 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,457,291 | TotalAmt |
| Program Services | $14,316,808 | ProgramServicesAmt |
| Management And General | $7,140,483 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,043,581 | TotalAmt |
| Program Services | $1,670,198 | ProgramServicesAmt |
| Management And General | $3,373,383 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,184,485 | TotalAmt |
| Program Services | $6,628,080 | ProgramServicesAmt |
| Management And General | $2,556,405 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $878,174 | TotalAmt |
| Management And General | $878,174 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,461,040 | TotalAmt |
| Program Services | $20,945,920 | ProgramServicesAmt |
| Management And General | $4,515,120 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,531,183 | TotalAmt |
| Program Services | $953,201 | ProgramServicesAmt |
| Management And General | $1,577,982 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $147,458 | TotalAmt |
| Program Services | $21,449 | ProgramServicesAmt |
| Management And General | $126,009 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,632,523 | TotalAmt |
| Program Services | $11,632,523 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,468,222 | TotalAmt |
| Program Services | $92,468,222 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,280,825 | TotalAmt |
| Program Services | $7,280,825 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| FOOD | $20,703,460 | $20,703,436 | $24 |
| TAXES, LICENSES AND DUES | $7,809,795 | $2,535,340 | $5,274,455 |
| EQUIPMENT RENTAL & MAINTENANCE | $5,408,447 | $2,516,373 | $2,892,074 |
| EDUCATION, EMPLOYEE RECRUITMENT, & UNIFORMS | $2,878,855 | $329,908 | $2,548,947 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,466,168 | TotalAmt |
| Program Services | $2,723,053 | ProgramServicesAmt |
| Management And General | $1,743,115 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $413,101,717 | TotalAmt |
| Program Services | $329,687,862 | ProgramServicesAmt |
| Management And General | $83,413,855 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,980,472 | BOYAmt |
| EOY | $15,408,794 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,868,344 | BOYAmt |
| EOY | $18,195,936 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,789,414 | BOYAmt |
| EOY | $12,286,825 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,805,407 | BOYAmt |
| EOY | $9,555,621 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $306,877 | BOYAmt |
| EOY | $306,877 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,291,952 | BOYAmt |
| EOY | $5,925,180 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,620,497,061 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $621,577,112 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $977,210,857 | BOYAmt |
| EOY | $998,919,949 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $434,383,031 | BOYAmt |
| EOY | $379,452,575 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,822,181 | BOYAmt |
| EOY | $19,682,597 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,716,733 | BOYAmt |
| EOY | $34,093,844 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,983,106 | BOYAmt |
| EOY | $37,675,472 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,568,158,374 | BOYAmt |
| EOY | $1,531,503,670 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,923,001 | BOYAmt |
| EOY | $44,154,424 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $239,655,371 | BOYAmt |
| EOY | $241,855,511 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $315,593,070 | BOYAmt |
| EOY | $312,136,853 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $92,935,391 | BOYAmt |
| EOY | $86,470,391 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $172,442,923 | BOYAmt |
| EOY | $183,164,703 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $878,549,756 | BOYAmt |
| EOY | $867,781,882 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $688,441,970 | BOYAmt |
| EOY | $662,502,741 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,166,648 | BOYAmt |
| EOY | $1,219,047 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $689,608,618 | BOYAmt |
| EOY | $663,721,788 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,568,158,374 | BOYAmt |
| EOY | $1,531,503,670 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $9,754,459 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$34,336,810 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$1,304,479 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,745,417 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,580,250 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,893,152 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,798,280 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,997,323 | CurrentTaxYearAmt |
| Total | $16,014,422 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $119,325,787 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $156,994,647 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $351,460,262 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $352,235,127 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $363,653,772 | CurrentTaxYearAmt |
| Total | $1,343,669,595 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $124,071,204 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $158,574,897 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $353,353,414 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $355,033,407 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $368,651,095 | CurrentTaxYearAmt |
| Total | $1,359,684,017 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $1,359,684,017 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $29,252,379 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,653,859 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,944,019 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,464,397 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,857,650 | CurrentTaxYearAmt |
| Total | $82,172,304 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $29,252,379 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,653,859 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,944,019 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,464,397 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,857,650 | CurrentTaxYearAmt |
| Total | $82,172,304 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $802,244 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $81,476 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $82,896 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $99,254 | CurrentTaxYearAmt |
| Total | $1,065,870 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $154,125,827 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $173,228,756 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $366,378,909 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $366,580,700 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $382,607,999 | CurrentTaxYearAmt |
| Total | $1,442,922,191 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.94231 | PublicSupportCY509Pct |
| Public Support PY509 | 0.91952 | PublicSupportPY509Pct |
| Investment Income CY | 0.06 | InvestmentIncomeCYPct |
| Investment Income PY | 0.08 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part III, Line 12 Other Income | FormAndLineReferenceDesc |
| Explanation | DESCRIPTION - OTHER INCOME, COLUMN A - 515475.0, COLUMN B - 0.0, COLUMN C - 0.0, COLUMN D - 0.0, COLUMN E - 0.0, COLUMN F - 515475.0; DESCRIPTION - 509(A)(2)ORG INELIGIBLE CONTR., COLUMN A - 286769.0, COLUMN B - 0.0, COLUMN C - 0.0, COLUMN D - 0.0, COLUMN E - 0.0, COLUMN F - 286769.0; DESCRIPTION - SALE OF INVENTORY, COLUMN A - 0.0, COLUMN B - 0.0, COLUMN C - 81476.0, COLUMN D - 82896.0, COLUMN E - 99254.0, COLUMN F - 263626.0; | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,397,726 | BeginningYearBalanceAmt |
| Contributions | $569,873 | ContributionsAmt |
| Investment Earnings Or Losses | $294,663 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $378,232 | OtherExpendituresAmt |
| End Year Balance | $18,884,030 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,882,188 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $2,737,338 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $221,800 | OtherExpendituresAmt |
| End Year Balance | $18,397,726 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,929,074 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$897,658 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$3,850,772 | OtherExpendituresAmt |
| End Year Balance | $15,882,188 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,993,994 | BeginningYearBalanceAmt |
| Contributions | $9,392,837 | ContributionsAmt |
| Investment Earnings Or Losses | $542,243 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $12,929,074 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,094,651 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $958,589 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $59,246 | OtherExpendituresAmt |
| End Year Balance | $2,993,994 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.0 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (true) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (true) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $171,379,940 | OtherCostOrOtherBasisAmt |
| Book Value | $171,379,940 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,040,171,980 | OtherCostOrOtherBasisAmt |
| Depreciation | $414,275,884 | DepreciationAmt |
| Book Value | $625,896,096 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,308,944 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,116,510 | DepreciationAmt |
| Book Value | $1,192,434 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $235,400,796 | OtherCostOrOtherBasisAmt |
| Depreciation | $153,996,169 | DepreciationAmt |
| Book Value | $81,404,627 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $166,235,401 | OtherCostOrOtherBasisAmt |
| Depreciation | $47,188,549 | DepreciationAmt |
| Book Value | $119,046,852 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $998,919,949 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (10 entries)
| DescDesc | AmtAmt |
|---|---|
| Federal Income Taxes | $0 |
| DEPOSIT | $3,283,928 |
| REFUNDABLE RESIDENT FEES | $149,546,294 |
| OTHER LIABILITY | $1,004,530 |
| REFUNDABLE ACCOM FEES | $3,113,735 |
| WORKER'S COMPENSATION | $8,230,566 |
| EMPLOYEE APPRECIATION FUND | $406,327 |
| ASSET RETIREMENT OBLIGATION | $1,626,466 |
| PAYABLE TO THIRD PARTY | $49,855 |
| LEASE LIABILITIES | $15,903,002 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $183,164,703 | TotalLiabilityAmt |
| Other Revenue | $0 | OtherRevenueAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $0 | RevenueSubtotalAmt |
| Other Revenues Not Included | $0 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $0 | TotalRevenuePerForm990Amt |
| Other Expenses Included | $0 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $0 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $0 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $0 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part X, Line 2 ASC 740 FOOTNOTE | 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. |
| Schedule D, Part V, Line 4 Intended uses of endowment funds | FRONT PORCH COMMUNITIES' FOUNDATION, A RELATED ORGANIZATION, POCESSES THE REPORTED ENDOWMENT THAT CONSISTS OF NUMEROUS INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES, AND ULTIMATELY IS USED FOR THE BENEFIT OF FRONT PORCH COMMUNITIES AND SERVICES OR IT'S RESIDENTS. THE ENDOWMENT INCLUDES ONLY DONOR-RESTRICTED ENDOWMENT FUNDS. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (15 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Sean Kelly | ||||||||||||||
| CEO | $808,387 | $0 | $524,270 | $0 | $58,658 | $0 | $10,350 | $0 | $57,391 | $0 | $1,459,056 | $0 | $0 | $0 |
| Eduardo Salvador | ||||||||||||||
| CFO | $468,363 | $0 | $375,296 | $0 | $39,409 | $0 | $10,350 | $0 | $13,573 | $0 | $906,991 | $0 | $0 | $0 |
| Rachel Vranich | ||||||||||||||
| Chief Legal Officer / Secretary | $372,825 | $0 | $120,000 | $0 | $23,942 | $0 | $10,350 | $0 | $35,624 | $0 | $562,741 | $0 | $0 | $0 |
| Kari Olson | ||||||||||||||
| Chief Innovation & Technology Officer | $441,707 | $0 | $368,401 | $0 | $41,382 | $0 | $10,350 | $0 | $45,115 | $0 | $906,955 | $0 | $0 | $0 |
| Mary McMullin | ||||||||||||||
| Chief Advancement Officer | $372,396 | $0 | $176,361 | $0 | $29,118 | $0 | $10,350 | $0 | $54,118 | $0 | $642,343 | $0 | $0 | $0 |
| Jeff Sianko | ||||||||||||||
| COO | $406,981 | $0 | $110,000 | $0 | $30,242 | $0 | $10,350 | $0 | $18,783 | $0 | $576,356 | $0 | $0 | $0 |
| George Akopyan | ||||||||||||||
| CHRO | $335,988 | $0 | $110,000 | $0 | $23,006 | $0 | $10,350 | $0 | $4,444 | $0 | $483,788 | $0 | $0 | $0 |
| Chris Ichien | ||||||||||||||
| Division VP | $297,690 | $0 | $108,008 | $0 | $16,231 | $0 | $17,250 | $0 | $37,912 | $0 | $477,091 | $0 | $0 | $0 |
| Randy Herzig | ||||||||||||||
| Division VP | $263,410 | $0 | $67,188 | $0 | $13,451 | $0 | $9,986 | $0 | $12,330 | $0 | $366,365 | $0 | $0 | $0 |
| Craig Sumner | ||||||||||||||
| Division VP | $247,225 | $0 | $62,032 | $0 | $14,694 | $0 | $9,763 | $0 | $36,934 | $0 | $370,648 | $0 | $0 | $0 |
| Debbie Rompal | ||||||||||||||
| Assistant CFO | $288,865 | $0 | $116,939 | $0 | $22,456 | $0 | $10,350 | $0 | $1,083 | $0 | $439,693 | $0 | $0 | $0 |
| Winston Hughes | ||||||||||||||
| VP of Informtation Technology | $257,638 | $0 | $111,297 | $0 | $1,107 | $0 | $10,350 | $0 | $44,058 | $0 | $424,450 | $0 | $0 | $0 |
| Anna Do | ||||||||||||||
| Deputy General Counsel | $248,076 | $0 | $50,000 | $0 | $21,544 | $0 | $9,135 | $0 | $20,438 | $0 | $349,193 | $0 | $0 | $0 |
| Katherine Miller | ||||||||||||||
| Foundation Executive Director | $267,242 | $0 | $31,152 | $0 | $6,365 | $0 | $15,056 | $0 | $12,542 | $0 | $332,357 | $0 | $0 | $0 |
| David Saffert | ||||||||||||||
| VP of Supply Chain | $246,551 | $0 | $50,787 | $0 | $3,328 | $0 | $9,045 | $0 | $15,662 | $0 | $325,373 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a Tax indemnification and gross-up payments | 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. |
| Schedule J, Part I, Line 1a Personal services | 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. |
| Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan | THE FOLLOWING INDIVIDUALS PARTICIPATED IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN DESCRIBED IN 457(f): AMOUNTS INCLUDED IN W-2 Sean Kelly $46,933 EDUARDO SALVADOR $24,697 RACHEL VRANICH $21,707 CHRIS ICHIEN $13,130 RANDY HERZIG $11,107 JEFF SIANKO $22,300 Craig Sumner $11,030 KARI OLSON $24,783 George Akopyan $19,237 MARY MCMULLIN $21,749 DEBBIE ROMPAL $13,404 Anna Do $10,057 No AMOUNTS were DEFERRED. The Corporation also maintains, for certain key legacy Covia Communities employees, a nonqualified supplementary deferred compensation plan that provides a defined contribution benefit pursuant to Sections 409A and 457(f) of the Code. All participants are awarded an annual retention benefit annually. Each award vests on the earlier of the participant's death or disability, reaching the age of 65, or five years after the award is made. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| California Statewide Communities Development Authority | ||||||||
| A | 680164610 | 13080SH72 | 2021-09-09 | $221,713,469 | See part VI | false | false | false |
| California Statewide Communities Development Authority | ||||||||
| B | 680164610 | 13080SSE5 | 2017-09-06 | $108,088,145 | See Part VI | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | $16,525,000 | $221,713,469 | $1,919,131 | $132,955,666 | $86,838,671 | 2025 | Yes (true) | false | Yes (true) | Yes (true) |
| B | $5,555,000 | $108,088,145 | $1,634,035 | $5,428,178 | $101,025,932 | 2021 | Yes (true) | false | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Engage Bond Counsel ResearchEngageBondCounselResearchInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropPct | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | Yes (true) | Yes (true) | Yes (true) | false | false | 0.003 | 0.0 | 0.003 | false | false | 0 | false | Yes (true) |
| B | false | false | Yes (true) | Yes (true) | false | false | 0.0 | 0.0 | 0.0 | false | false | 0 | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Term Of GICTermOfGICPct | Regulatory Safe Harbor StsfdRegulatorySafeHarborStsfdInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | Yes (true) | Yes (true) | false | Yes (true) | false | 0 | false | false | false | 0 | false | false | Yes (true) |
| B | false | false | Yes (true) | Yes (true) | false | false | 0 | false | false | false | 0 | false | false | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule K, Part I, Column (a) | PURPOSE OF THE BONDS WAS TO (A) REFUND, ON A CURRENT BASIS, THE ISSUER'S SERIES 2015 BONDS ORIGINALLY ISSUED ON MARCH 20, 2015; (B) REFUND, ON A CURRENT BASIS, THE ISSUER'S SERIES 2017B BONDS ORIGINALLY ISSUED ON SEPTEMBER 28, 2017; (C) TO FINANCE THE ACQUISITION, CONSTRUCTION, IMPROVEMENT, RENOVATION, REMODELING AND EQUIPPING OF CERTAIN HEALTH CARE FACILITIES; AND (D) TO ACQUIRE THE COVIA FACILITIES. |
| Schedule K, Part III, Line 7 Column A | AS PROVIDED IN TREASURY REGULATION SECTION 1.141-4(C)(2)(I)(B), THE AMOUNT OF PRIVATE PAYMENTS TAKEN INTO ACCOUNT UNDER THE PRIVATE SECURITY OR PAYMENT TEST MAY NOT EXCEED THE AMOUNT OF PRIVATE BUSINESS USE AND/OR UNRELATED TRADE OR BUSINESS USE. ACCORDINGLY, THE AMOUNT OF PRIVATE PAYMENTS FOR THE REPORTING PERIOD DOES NOT EXCEED THE AMOUNT STATED IN PART III, LINE 6. THE ORGANIZATION HAS NOT UNDERTAKEN AN ANALYSIS OF THE PRIVATE SECURITY OR PAYMENT TEST WITH RESPECT TO THE BONDS, AS THE LEVEL OF PRIVATE BUSINESS USE AND/OR UNRELATED TRADE OR BUSINESS USE REPORTED IN PART III, LINE 6 IS NOT IN EXCESS OF AMOUNTS PERMITTED UNDER SECTION 145 OF THE CODE. |
| Schedule K, Part IV, Line 2b Column A | THE REFUNDING PORTION OF THE BOND PROCEEDS WERE EXPENDED TO FINANCE A CURRENT REFUNDING, WHICH HAS MET AN EXCEPTION TO THE REBATE REQUIREMENT. |
| Schedule K, Part I, Column (b) | PURPOSE OF THE BONDS WAS TO CURRENT REFUND PRIOR BONDS AND TO FINANCE CAPITAL PROJECTS. |
| Schedule K, Part II, Line 15 Column A & Column B | THE BONDS REFUNDED BY SERIES 2017A WERE ISSUED ON 06/06/2007 AND 06/28/2012. |
| Schedule K, Part III, Line 7 Column B | AS PROVIDED IN TREASURY REGULATION SECTION 1.141-4(C)(2)(I)(B), THE AMOUNT OF PRIVATE PAYMENTS TAKEN INTO ACCOUNT UNDER THE PRIVATE SECURITY OR PAYMENT TEST MAY NOT EXCEED THE AMOUNT OF PRIVATE BUSINESS USE AND/OR UNRELATED TRADE OR BUSINESS USE. ACCORDINGLY, THE AMOUNT OF PRIVATE PAYMENTS FOR THE REPORTING PERIOD DOES NOT EXCEED THE AMOUNT STATED IN PART III, LINE 6. THE ORGANIZATION HAS NOT UNDERTAKEN AN ANALYSIS OF THE PRIVATE SECURITY OR PAYMENT TEST WITH RESPECT TO THE BONDS, AS THE LEVEL OF PRIVATE BUSINESS USE AND/OR UNRELATED TRADE OR BUSINESS USE REPORTED IN PART III, LINE 6 IS NOT IN EXCESS OF AMOUNTS PERMITTED UNDER SECTION 145 OF THE CODE. |
| Schedule K, Part IV, Line 2b Column B | THE ARBITRAGE REBATE REPORT WAS PREPARED AS OF JUNE 6, 2012 AND NO REBATE WAS DUE. |
| Schedule K, Part IV, Line 2c COLUMN B | Issuer name: California Statewide Communities Development Authority The calculation for computing no rebate due was performed on 09/26/2017 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 1a Delegation of Authority | The Executive Committee shall consist of three to six Directors, and shall include the Chairperson, the chair of each Committee, and the immediate past Chairperson. Executive Committee shall have all of the authority of the Board of Directors to take all action deemed to be necessary and appropriate by such Committee between regular or special meetings of the Board of Directors. Additional duties and authority include consideration of possible conflicts of interest, recommendation to the full board regarding the hiring, employment, and termination of the CEO, and to consider and act on all matters pertaining to the evaluation and compensation of the CEO. |
| Form 990, Part VI, Line 4 Significant changes to organizational documents | The organization amended its bylaws during the year. The amended bylaws state directors shall not serve for more than three consecutive terms, provided that a director who has served three consecutive terms shall be eligible to serve as a director after one year has passed since that person was last a director, compared to the previous two consecutive term limit. The authorized number of directors of the corporation shall not be less than nine nor more than fifteen, the exact authorized number to be fixed, within these limits, by resolution of the Board. Previous bylaws stated there shall not be more than thirteen The organization added that a committee that exercises the authority of the board shall not include as members persons who are not directors. |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | CFO OR DESIGNEE TO REVIEW 990 WITH THE FINANCE COMMITTEE. THE FORM 990 IS UPLOADED TO A PORTAL FOR BOARD MEMBER REVIEW PRIOR TO FILING WITH THE IRS. |
| Form 990, Part VI, Line 12c Conflict of interest policy | FRONT PORCH COMMUNITIES AND SERVICES REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY. EACH YEAR, ALL BOARD MEMBERS, OFFICERS, KEY Employees, 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 EXECUTIVE COMMITTEE AND A DECISION RENDERED AS TO THE APPROPRIATE ACTION TO BE TAKEN. |
| Form 990, Part VI, Line 15a Process to establish compensation of top management official | IN ESTABLISHING THE COMPENSATION OF THE CEO AND OTHER TOP MANAGEMENT OFFICIALS, FRONT PORCH COMMUNITIES AND SERVICES UTILIZES COMPENSATION STUDIES AND AN INDEPENDENT COMPENSATION CONSULTANT. FINAL COMPENSATION AMOUNTS OF THE CEO AND CFO ARE APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD AND HAVE BEEN COMPLETED DURING THE YEAR. |
| Form 990, Part VI, Line 15b Process to establish compensation of other employees | IN ESTABLISHING THE COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES, FRONT PORCH COMMUNITIES AND SERVICES UTILIZES, COMPENSATION STUDIES, AND AN INDEPENDENT COMPENSATION CONSULTANT. COMPENSATION PHILOSOPHY IS APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD AND FINAL COMPENSATION AMOUNTS ARE APPROVED BY THE CEO. |
| Form 990, Part VI, Line 19 Required documents available to the public | 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. |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | Change in Pension Benefit Obligation - -1304479; Total - -1304479; |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (12 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CARING HOUSING MINISTRIES Inc | |||||||||||
| 800 N Brand Blvd | 19th Floor | Glendale | CA | 91203 | 954540601 | Management of Affordable Senior Housing | CA | 501(c)(3) | 10 | Front porch Communities and Services | Yes (true) |
| SUNNY VIEW LUTHERAN HOME | |||||||||||
| 800 N Brand Blvd | 19th Floor | Glendale | CA | 91203 | 941542379 | AFFORDABLE SENIOR HOUSING | CA | 501(c)(3) | 10 | CARING HOUSING MINISTRIES Inc | Yes (true) |
| FRONT PORCH ENTERPRISES | |||||||||||
| 800 N Brand Blvd | 19th Floor | Glendale | CA | 91203 | 383739147 | SUPPORT SERVICES | CA | 501(c)(3) | Type I | NA | false |
| FRONT PORCH COMMUNITIES FOUNDATION | |||||||||||
| 800 N Brand Blvd | 19th Floor | Glendale | CA | 91203 | 953862907 | PROVIDE FINANCIAL SUPPORT TO RESIDENTS IN RETIREMENT COMMUNITIES | CA | 501(c)(3) | 7 | FRONT PORCH COMMUNITIES & SERVICES | Yes (true) |
| SHIRES MEMORIAL CENTER | |||||||||||
| 800 N Brand Blvd | 19th Floor | Glendale | CA | 91203 | 941558214 | PROVIDE AFFORDABLE SENIOR HOUSING TO ELDERLY PERSONS | CA | 501(c)(3) | 10 | CARING HOUSING MINISTRIES Inc | Yes (true) |
| JENNINGS SENIOR HOUSING INC | |||||||||||
| 800 N Brand Blvd | 19th Floor | Glendale | CA | 91203 | 113754507 | PROVIDE AFFORDABLE HOUSING TO ELDERLY & DISABLED PERSONS | CA | 501(c)(3) | 10 | CARING HOUSING MINISTRIES Inc | Yes (true) |
| COMMUNITY HOUSING INC | |||||||||||
| 800 N Brand Blvd | 19th Floor | Glendale | CA | 91203 | 942264235 | AFFORDABLE SENIOR HOUSING | CA | 501(c)(3) | 10 | CARING HOUSING MINISTRIES | Yes (true) |
| PRESIDIO GATE APARTMENTS | |||||||||||
| 800 N Brand Blvd | 19th Floor | Glendale | CA | 91203 | 680012837 | PROVIDE AFFORDABLE HOUSING TO ELDERLY & DISABLED PERSONS | CA | 501(c)(3) | 10 | CARING HOUSING MINISTRIES | Yes (true) |
| BETHANY CENTER SENIOR HOUSING INC | |||||||||||
| 800 N Brand Blvd | 19th Floor | Glendale | CA | 91203 | 952593423 | PROVIDE AFFORDABLE HOUSING TO ELDERLY & DISABLED PERSONS | CA | 501(c)(3) | 10 | CARING HOUSING MINISTRIES Inc | Yes (true) |
| LYTTON IV HOUSING CORPORATION | |||||||||||
| 800 N Brand Blvd | 19th Floor | Glendale | CA | 91203 | 770324027 | PROVIDE AFFORDABLE HOUSING TO ELDERLY & DISABLED PERSONS | CA | 501(c)(3) | 10 | CARING HOUSING MINISTRIES Inc | Yes (true) |
| LYTTON GARDENS INC | |||||||||||
| 800 N Brand Blvd | 19th Floor | Glendale | CA | 91203 | 942670036 | DORMANT | CA | 501(c)(3) | 3 | FRONT PORCH COMMUNITIES & SERVICES | Yes (true) |
| OAK CENTER TOWERS | |||||||||||
| 800 N Brand Blvd | 19th Floor | Glendale | CA | 91203 | 942148270 | AFFORDABLE SENIOR HOUSING | CA | 501(c)(3) | 10 | CARING HOUSING MINISTRIES Inc | Yes (true) |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OAK CENTERS LP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 N Brand Blvd | AddressLine1Txt |
| Address Line2 | 19th Floor | AddressLine2Txt |
| City | Glendale | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522456294 | EIN |
| Primary Activities | PROVIDE AFFORDABLE HOUSING TO ELDERLY | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | N/A | PredominantIncomeTypeTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| FRONT PORCH COMMUNITIES FOUNDATION | ||
| C | $4,016,914 | BOOK VALUE |
| CARING HOUSING MINISTRIES Inc | ||
| M | $3,451,868 | BOOK VALUE |
| Front Porch Communities Foundation | ||
| Q | $980,409 | Book Value |