2011-01-31T12:02:56-07:00 2010-03-31 990 2009-04-01 954538269 FRONT PORCH COMMUNITIES AND SERVICES FRON 8187298100 303 North Glenoaks Blvd Suite 1000 Burbank CA 915023234 Mary Miller 8187298100 2011-02-09 2009 2016-02-24 21:20:13Z Gary Wheeler 303 N Glenoaks Blvd Suite 1000 Burbank CA 915023234 308834294 0 X www.frontporch.net X 1995 CA Front Porch provides housing and care services for residents of retirement homes and skilled nursing centers. 11 11 2657 1300 132000 -207375 1132267 6314062 151534662 155799708 -1702304 3244915 1083640 354857 152048265 165713542 0 0 0 0 75952617 78463281 0 0 798955 68215038 72927025 144167655 151390306 7880610 14323236 519909824 526709284 451932435 417899687 67977389 108809597 Front Porch's mission is "Meeting Needs through Excellence in Human Services." Front Porch fulfills this mission by owning and operating continuing care retirement communities and providing services that enhance the quality of life for those served through independent retirement living, assisted living, skilled nursing, social services, affordable housing and contract management of affordable housing. 0 0 134447866 155799708 Medical Services = $36,118,823; Dietary Services = $23,532,850; Facility Operating Costs (Utilities & Grounds) = $16,928,976; Residential Services (Activities, Transportion, etc.) = $12,858,242; Depreciation & Interest Expense = $28,646,349; Administrative Services & Other = $16,362,626 2288065 0 Benefits to the broader community (including adult education classes, community care centers used for other groups, retired Senior Volunteer Program, polling places for elections, adult literacy assistance services, Meals-on-wheels programs, training sites for various colleges, universities and regional occupational programs, and Alzheimer's support groups. 1229270 0 Uncompensated costs of Medi-Cal program (includes the difference between private patient billing rates and Medi-Cal reimbursement rates for skilled nursing care). 0 0 0 137965201 1 1 0 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 0 0 1 534 0 1 2657 1 1 1 0 0 0 0 11 11 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 CA X Debbie Rompal 8187298100 303 North Glenoaks Blvd Suite 1000 Burbank CA 915023234 Howard Hudson 1 X 11300 0 0 James Brown 1 X 9100 0 0 Robert Chillison 1 X 7900 0 0 Martin Kennison 1 X 10300 0 0 Curt Ketterer 1 X 9100 0 0 Joseph McCormack 1 X 7900 0 0 Lynn North 1 X 9100 0 0 Timothy Schwab 1 X 9100 0 0 Daniel Sudit 1 X 7900 0 0 Cindra Syverson 1 X 9100 0 0 Elyse Weise 1 X 10300 0 0 Susan Whittaker 1 X 0 0 0 Mort Swales 40.00 X 455935 0 119483 Gary Wheeler 40 X 1171352 0 232232 Roberta Jacobsen 40 X 675262 0 111361 Mary Miller 40 X 325312 0 118071 Bob Moses 40 X 161983 0 11778 Fred Stacey 40 X 360318 0 50038 Jeff Sianko 40 X 220943 0 51836 Joseph Butler 40 X 281615 0 34559 Kari Olson 40 X 478709 0 94321 Scott Staehling 40 X 188867 0 16243 Joseph Peduzzi 40 X 180195 0 21456 Terry Bluemer 40 X 373109 0 66351 Desiree Burton 40 X 372758 0 61596 Lee Ratta 40 X 345443 0 60992 Joan Woodworth 40 X 231596 0 32971 Sally Plank 40 X 296835 0 49442 William E Jennings 40 X 166431 0 0 6387763 0 1132730 25 1 1 0 DPR Construction 1450 Veterans Blvd Redwood City CA 94063 Construction services 25689588 Rehab Alliance 23271 Verdugo Road Suite A Laguna Hills CA 92653 Physical therapy 1743009 Castlerock Design Group 2501 Margaret Drive Suite A Newport Beach CA 92663 Design and procurement 717175 Therapy Specialist 3760 Convoy Street Unit 204 San Diego CA 92111 Physical therapy 1434599 Legacy Building Services 2505 Congress Street San Diego CA 92110 Construction services 994984 48 0 0 0 0 0 6314062 0 6314062 Resident and net patient services 623000 147164269 147164269 Amortization of accommodation fees 623000 8635439 8635439 0 0 0 0 0 0 155799708 3663161 0 0 3663161 0 0 0 0 0 0 0 0 135399 0 46666 0 88733 0 88733 0 0 88733 142296514 359326 142865268 208818 -568754 150508 -418246 0 0 -418246 0 Change in future care obligation 900099 52503 52503 0 0 Support services 900099 132000 0 132000 0 Other 900099 81621 81621 0 0 0 0 0 0 266124 165713542 155933832 132000 3333648 5462969 2050280 3412689 166431 166431 51529593 49632720 1503648 393225 2084637 1725347 339225 20065 14474114 12142863 2170419 160832 4745537 4439589 276580 29368 45373 45373 360604 360604 474907 474907 133180 133180 75635 75635 9992463 8989666 991625 11172 2353524 2071388 143166 138970 7340277 7009757 323286 7234 250114 427 249687 7259547 6767599 491948 630590 417063 178854 34673 10530197 10530197 17651972 17651972 1811145 1811145 Food 8275236 8275236 0 0 Equipment rental and maintenance 2523843 1403850 1119837 156 Education/employee recruitment & relations/uniforms 977565 843221 131694 2650 Taxes, licenses and dues 766392 756583 9734 75 Redevelopment costs 279883 279883 0 0 1194578 1166415 27628 535 151390306 137965201 12626150 798955 5827629 6837372 13562504 5862781 0 0 6437293 7044805 0 0 0 0 9500000 12500000 0 0 14001383 13486062 512977388 220421529 265296916 292555859 59462302 92028461 42177013 14298395 88389737 39762481 15255047 42333068 519909824 526709284 47140613 29196927 0 52074956 72980822 298502465 293560816 0 0 0 0 54214401 22161122 451932435 417899687 X 56798107 92656366 7118029 9796204 4061253 6357027 67977389 108809597 519909824 526709284 X 0 1 1 X 0 X 820351 715602 1385625 1132267 6314062 10367907 128066757 140440264 145452108 151534662 155799708 721293499 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 128887108 141155866 146837733 152666929 162113770 731661406 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 731661406 4294280 3724507 4028216 5217367 3798560 21062930 0 0 0 0 0 4294280 3724507 4028216 5217367 3798560 21062930 0 0 0 0 0 175979 328934 515558 1054886 266124 2341481 133357367 145209307 151381507 158939182 166178454 755065817 0.96900 0.96892 0.02790 0.02789 X Part III Line 12: Other income includes amounts received from support services, management fees, stale dated checks, and change in estimated future care liability. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 133180 0 0 133180 0 SchC_P2B_S00_L01 Schedule C, Part II-B, Line 1 Professional lobbying services were engaged to provide legislative advocacy and regulatory and general advice on state and local governmental matters. Quarterly filing of California FPCC Form 602: Lobbying Firm Authorization disclosing all lobbying activities, are filed with the Secretary of State. 0 30716593 30716593 0 374795813 161018229 213777584 0 4660162 2509493 2150669 0 83184329 51384129 31800200 0 19620491 5509678 14110813 292555859 14298395 F 0 14298395 Bank of New York - Trustee Held Fund 38731494 F Union Bank - Walnut Village Escrow Fund 1030987 F 39762481 Investment in Joint Venture 1262525 Interest in net assets of Pacific Homes Foundation 6909741 Receivable from CLH, FACT and Sunny View Foundations 10062764 AWUL: 90-day refundable entrance fees 22133958 AWUL: Fully refundable entrance fees 315000 AWUL: Deposits held in escrow-waitlist/subscription deposits 1376178 AWUL: Wait list deposits - Non CCRC 122600 AWUL: Workers' compensation collateral 100000 AWUL: Operation Snowflake 50302 42333068 0 Refundable Resident Fees 4740183 Refundable Entrance Fees 5284236 Workers' Comp 5552469 Deferred Compensation 3268807 Remediation Liability/Asset Retirement Obligation 2271770 LIBOR Swaption 1043657 22161122 165713542 151390306 14323236 27001525 0 -690182 0 112024 26423367 40746603 195864300 27001525 0 0 3149233 30150758 165713542 0 0 0 165713542 154834010 0 0 0 3443704 3443704 151390306 0 0 0 151390306 SchD_P10_S00_L00 Schedule D, Part X The Corporation's adoption of FIN 48 did not have a material impact on its consolidated financial statements. SchD_P11_S00_L08 Schedule D, Part XI, Line 8 $197,631 = Change in value in trusts & annuities; $(115,765) = Change to net assets (CARING Housing Ministries); $30,428 = Change to net assets (Sunny View Lutheran Home); $112,294 = Total Other. SchD_P12_S00_L02d Schedule D, Part XII, Line 2d $2,005,967 = Operating Revenues (CARING Housing Ministries); $1,668,211 = Operating Revenues (Sunny View Lutheran Home); $(314,844) = Eliminate inter-company revenues; $(690,182) = Investment expense; $480,081 = Net Assets Released from Restriction; $3,149,233 = Total Other Revenues SchD_P13_S00_L02d Schedule D, Part XIII, Line 2d $2,120,765 = Operating Expenses (CARING Housing Ministry); $1,637,783 = Operating Expenses (Sunny View Lutheran Home); $(314,844) = Eliminate inter-company expenses; $3,443,704 = Total Other Expenses. X X X 1 1 X X X X X 0 1 0 0 0 0 0 0 0 Mort Swales 311793 0 80581 0 63561 0 109645 0 9838 0 575418 0 0 0 Gary Wheeler 483832 0 565859 0 121661 0 159000 0 73232 0 1403584 0 0 0 Roberta Jacobsen 333578 0 305271 0 36413 0 104269 0 7092 0 786623 0 40000 0 Mary Miller 235892 0 73264 0 16156 0 108267 0 9804 0 443383 0 0 0 Bob Moses 157471 0 1800 0 2712 0 4778 0 7000 0 173761 0 0 0 Fred Stacey 175100 0 169511 0 15707 0 43350 0 6688 0 410356 0 24000 0 Jeff Sianko 167969 0 45439 0 7535 0 45234 0 6602 0 272779 0 0 0 Joseph Butler 210000 0 58800 0 12815 0 32550 0 2009 0 316174 0 0 0 Kari Olson 212180 0 242161 0 24368 0 92812 0 1509 0 573030 0 65000 0 Scott Staehling 151514 0 23797 0 13556 0 9707 0 6536 0 205110 0 0 0 Joseph Peduzzi 142125 0 32020 0 6050 0 14988 0 6468 0 201651 0 0 0 Terry Bluemer 195898 0 149251 0 27960 0 58458 0 7893 0 439460 0 20000 0 Desiree Burton 186559 0 167656 0 18543 0 59737 0 1859 0 434354 0 20000 0 Lee Ratta 165238 0 160452 0 19753 0 54700 0 6292 0 406435 0 20000 0 Joan Woodworth 149247 0 131008 0 16580 0 47827 0 1615 0 346277 0 20000 0 Sally Plank 165716 0 64231 0 1649 0 25142 0 7829 0 264567 0 0 0 William E Jennings 0 0 166431 0 0 0 0 0 0 0 166431 0 0 0 SchJ_P01_S00_L01a Schedule J, Part I, Line 1a Financial planning services are provided to certain officers and key employees. The value of this benefit is included in the income of the officers and key employees. Tax indemnification and gross-up payments are made with respect to such payments. Housing is provided by a related entity to one officer of the organization. SchJ_P01_S00_L04 Schedule J, Part I, Line 4 Supplemental Retirement Benefits: $46,524 - Mort Swales; $59,950 - Gary Wheeler; $34,493 - Roberta Jacobsen; $10,615 - Mary Miller; $7,167 - Bob Moses; $14,883 - Fred Stacey; $7,416 - Jeff Sianko; $9,548 - Kari Olson; $19,349 - Terry Bluemer; $8,395 - Desiree Burton; $7,436 - Lee Ratta; $7,692 - Sally Plank; $6,716 - Joan Woodworth; $12,879 - Scott Staehling; $6,396 - Joseph Peduzzi. California Statewide Communities Development Authority 680164610 130795GC5 2007-06-06 73865050 To finance the redevelopment of Walnut manor (aka Walnut Village) 0 0 California Statewide Communities Development Authority 680164610 130795GD3 2007-06-06 37000000 To finance the redevelopment of Walnut Manor (aka Walnut Village) 0 0 79487810 4320354 0 4678914 0 0 75746560 2009 0 0 0 1 38070920 1805499 0 0 213559 0 36405920 2009 0 0 0 1 0 1 1 0 1 0 0 0 1 0 1 1 0 1 0 0 0 1 0 0 0 1 Morgan Stanley Capital Services 29.5 1 0 0 0 1 0 0 0 0 Front Porch Development Co (FPDC) President of FPDC and former CFO of FPC&S 1003000 Consulting serviced received 0 Front Porch Development Co (FPDC) President of FPDC and former CFO of FPC&S 132000 Consulting services provided 0 F990_P04_S00_L12 Form 990, Part IV, Line 12 and Part XI, Line 2b: Front Porch Communities and Services' financial statements were compiled, reviewed and audited on a consolidated basis. F990_P06_S0B_L11 Form 990, Part VI, Section B, Line 11 The CEO & CFO review the 990 and forward to PricewaterhouseCoopers for professional review. Executive Committee of the Board of Directors, reviews the final 990 before submission. F990_P06_S0B_L12c Form 990, Part VI, Section B, Line 12c Front Porch Communities and Services regularly and consistently monitors and enforces compliance with its Conflict of Interest Policy. Each year, all board members, officers and senior management members are required to complete and sign a Conflict of Interest form disclosing any conflicts of interest. If a conflict is identified, the details are discussed by members of the Board and a decision rendered as to the appropriate action to be taken. F990_P06_S0B_L15 Form 990, Part VI, Section B, Line 15 In establishing the compensation of the CEO, other top management officials, officers, and key employees, Front Porch Communities and Services utilizes a compensation committee, compensation studies, and an independent compensation consultant. Final compensation amounts are approved by the Executive Committee of the Board. F990_P06_S0C_L19 Form 990, Part VI, Section C, Line 19 Front Porch Communities and Services' Conflict of Interest policy and financial statements are available on its website. It does not make its governing documents available to the public. CARING Housing Ministries 2820 South Fremont Avenue Alhambra CA 91803 954540601 Affordable Housing CA 501(c)(3) 9 Front Porch Communities and Services Sunny View Lutheran Home 22445 Cupertino Road Cupertino CA 95014 941542379 HUD senior living CA 501(c)(3) 7 Front Porch Communities and Services Front Porch Enterprises 303 North Glenoaks Blvd Suite 1000 Burbank CA 91502 383739147 Provide support to FPC&S &CTIW CA 501(c)(3) 11 N/A Cypress Knolls LLC 303 North Glenoaks Blvd Suite 1000 Burbank CA 91502 743185031 Inactive CA Front Porch Communities and Services C 0 0 1 0 0 0 0 0 0 0 0 1 0 1 0 1 0 0 1 0 0 CARING Housing Ministries i 60000 Sunny View Lutheran Home k 254844 CARING Housing Ministries m 60000 CARING Housing Ministries p 60000 Front Porch Communities and Services filed form 8868, for the automatic 3-month extension, on or before August 15, 2010. An additional 3-month extension request was filed before November 15, 2010. The Internal Revenue Service issued Notice #CP211A, dated 12/27/10, as written verification of the approved extension.