2011-12-23T10:46:23-07:00 2011-03-31 990 2010-04-01 954538269 FRONT PORCH COMMUNITIES AND SERVICES FRON 8187298100 303 North Glenoaks Blvd Suite 1000 Burbank CA 915023234 Mary Miller 8187298100 2011-12-23 2010 2016-02-24 21:20:13Z Gary Wheeler 303 N Glenoaks Blvd Suite 1000 Burbank CA 91502 209176983 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 2676 1300 132000 -197143 6314062 3487559 155799708 155676242 3244915 -42396 354857 1286325 165713542 160407730 0 0 0 0 78463281 76476960 0 0 855280 72927025 76702537 151390306 153179497 14323236 7228233 526709284 536457257 417899687 406975060 108809597 129482197 X Front Porch's mission is "Meeting Needs through Excellence in Human Services." Front Porch fulfills this mission by owning and operating continuing care retirement communities and providing services that enhance the quality of life for those served through independent retirement living, assisted living, skilled nursing, social services, affordable housing and contract management of affordable housing. 0 0 137303283 155786335 Front Porch owns and operates continuing care retirement communities, other multilevel retirement communities and other operations providing services that enhance the quality of life for those served through independent retirement living, assisted living, skilled nursing, social services, affordable housing and contract management of subsidized housing. Through our affordable hoursing subsidiary CARING Housing Ministries, we serve throusands of residents at communities throughout the Western United States. We strive to create safe and comfortable places that our residents can feel proud to call home. Our mission is to tailor our services to our residents, treating them as people rather than tenants. We understand the sometimes-difficult circumstances of those we serve, and look to meeting their needs while preserving their dignity. We serve low-income families with children who often require far more than a roof over their heads. We reach out into the community to collaborate with others to teach parenting and basic English, and help look for jobs and provide secure transportation. We also partner with outside groups to bring grant money to elderly residents in order to minimize their financial risk and improve their access to transportation, socialization, activities of daily living, and medical care. Many of our communities have special design features to accommodate sight-, mobility-, and hearing impared residents - a rarity in affordable housing communities. Continued in Schedule O. 2558441 0 Each year, the Corporation provides services to residents with limited means and benefits to the broader community. The approximate cost of such services for the fiscal year ended March 31, 2011, was $2.6 million. 1784935 0 Front Porch accepts Medi-Cal patients for which it is reimbursed at amounts not sufficient to fully cover the cost of health care services provided. The estimated cost of providing such underreimbursed care in excess of reimbursements received was $1.8 million for the year ended March 31, 2011. 0 0 0 141646659 1 1 0 1 0 0 0 0 0 0 1 0 1 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 1 0 0 1 458 0 1 2676 1 1 1 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 CA X Debbie Rompal 8187298100 303 North Glenoaks Blvd Suite 1000 Burbank CA 915023234 Daniel Sudit 1 X 5700 0 0 Timothy Schwab 1 X 4000 0 0 Lynn North 1 X 4200 0 0 Martin Kennison 1 X 1200 0 0 William Witte 1 X 0 0 0 Susan Whittaker 1 X 0 0 0 Curt Ketterer 1 X 4200 0 0 Cindra Syverson 1 X 2700 0 0 Elyse Weise 1 X 4200 0 0 Joseph McCormack 1 X 5200 0 0 Denzil Suite 1 X 0 0 0 Robert Chillison 1 X 3000 0 0 Scott Larson 1 X 0 0 0 Howard Hudson 1 X 4200 0 0 Gary Wheeler 40 X 741979 0 236699 Mort Swales 40 X 448791 0 59845 Roberta Jacobsen 40 X 489173 0 111516 Mary Miller 40 X 330972 0 118422 Fred Stacey 40 X 160684 0 7787 Jeff Sianko 40 X 225199 0 52174 Jeff Kirschner 40 X 176365 0 13268 Joseph Butler 40 X 251655 0 21626 Kari Olson 40 X 285153 0 87870 Scott Staehling 40 X 189845 0 17683 Joseph Peduzzi 40 X 192353 0 25161 Terry Bluemer 40 X 331534 0 45378 Desiree Burton 40 X 260468 0 58690 Lee Ratta 40 X 233031 0 56413 Joan Woodworth 40 X 188062 0 44863 Sally Plank 40 X 234207 0 33748 Bob Moses 40 X 101553 0 4352 William E Jennings 40 X 186361 0 0 5065985 0 995495 32 1 1 0 Rehab Alliance 22995 Mill Creek Drive Suite A Laguna Hills CA 92653 Physical therapy 2601301 DPR Construction 1450 Veterans Blvd Redwood City CA 94063 Construction services 2306578 Therapy Specialist 3760 Convoy Street Unit 204 San Diego CA 92111 Physical therapy 1542187 Image Design Construction 1753 North 2nd Avenue Upland CA 91784 Construction services 986775 Select Therapy 27071 Aliso Creek Road Suite 100 Aliso Viejo CA 92656 Physical therapy 681642 40 0 0 0 0 0 3487559 0 3487559 Resident and net patient services 623000 146495926 146495926 0 0 Amortization of accommodation fees 623000 9180316 9180316 0 0 0 0 0 0 155676242 6234680 0 0 6234680 0 0 0 0 0 0 0 0 138083 0 47859 0 90224 0 90224 0 0 90224 42404068 40250 39176394 9545000 3227674 -9504750 -6277076 0 0 -6277076 0 Gain on extinguishment of debt 900099 954008 0 0 954008 Support services 900099 132000 0 132000 0 Other 900099 110093 110093 0 0 0 0 0 0 1196101 160407730 155786335 132000 1001836 0 4448725 1767113 2681612 186361 186361 50077940 48061952 1616489 399499 2032704 1671517 340994 20193 15118419 13184566 1786326 147527 4612811 4270842 311951 30018 44533 44533 483552 49544 434008 298027 298027 145019 145019 66741 66741 10446745 9780881 650707 15157 2423931 2108125 114730 201076 7121885 7064725 49238 7922 220519 1229 219290 6941941 6896941 45000 643127 471735 143786 27606 12310969 12310969 19981533 19981533 1838860 1838860 Food 8183896 8183896 0 0 Equipment rental and maintenance 2404317 1369860 1034457 0 Education/employee recruitment & relations/uniforms 922073 832402 86370 3301 Taxes, licenses and dues 1328391 1304148 24168 75 Miscellaneous 896478 495821 397751 2906 153179497 141646659 10677558 855280 6837372 6300904 5862781 10849176 0 0 7044805 6180738 0 0 0 0 12500000 0 0 0 13486062 13594841 515036934 229413592 292555859 285623342 92028461 135664435 14298395 13671945 39762481 37623867 42333068 26948009 526709284 536457257 29196927 25247056 72980822 78507991 293560816 283654166 22161122 19565847 417899687 406975060 X 92656366 110476604 9796204 12551011 6357027 6454582 108809597 129482197 526709284 536457257 X 7228233 13444367 X 0 1 1 X 0 X 715602 1385625 1132267 6314062 3487559 13035115 140440264 145452108 151534662 155799708 155676242 748902984 0 0 0 0 0 0 0 0 0 0 0 0 141155866 146837733 152666929 162113770 159163801 761938099 0 0 0 0 0 0 0 0 0 0 0 0 0 0 761938099 3724507 4028216 5217367 3798560 6372763 23141413 0 0 0 0 3724507 4028216 5217367 3798560 6372763 23141413 0 0 0 0 328934 515558 1054886 266124 1196101 3361603 145209307 151381507 158939182 166178454 166732665 788441115 0.96639 0.96900 0.02935 0.02790 X Part III Line 12 Other income includes amounts received from support services, management fees, stale dated checks and gain on extinguishment of debt. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 145019 0 0 145019 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 40207795 40207795 0 376344810 167734145 208610665 0 4983268 2875637 2107631 0 89584517 57137530 32446987 0 3916544 1666280 2250264 285623342 13671945 F 13671945 Bank of New York - Trustee Held Funds 36024067 F Union Bank - Walnut Village Escrow Fund 1599800 F 37623867 Investment in joint venture 1262525 Interest in net assets of Pacific Homes Foundation 9147168 Receivable from CLH, FACT and Sunny View Foundations 10395515 AWUL: 90-day refundable entrance fees 2078806 AWUL: Fully refundable entrance fees 315000 AWUL: Deposits held in escrow/wait list/subscriptioin deposits 509605 AWUL: Wait list deposits - Non CCRC 106400 Assets held for sale 3072688 Operation Snowflake 50302 Other 10000 26948009 0 Refundable resident fees 4673970 Refundable entrance fees 2017017 Workers' Comp 6365398 Deferred Compensation 3766562 Remediation Liability/Asset Retirement Obligation 2397587 LIBOR Swaption 345313 19565847 160407730 153179497 7228233 14686788 0 -747801 0 -578743 13360244 20588477 177705710 14686788 0 0 2611192 17297980 160407730 0 0 0 160407730 156622612 0 0 0 3443115 3443115 153179497 0 0 0 153179497 SchD_P11_S00_L08 Schedule D, Part XI, Line 8 $26,284 = Change in value in trusts & annuities; $(131,429) = Change in net assets (CARING Housing Ministries); $47,307 = Change in net assets (Sunny View Lutheran Home); $(520,905) = Discontinued operations; $(578,743) = Total Other. SchD_P12_S00_L02d Schedule D, Part XII, Line 2d $1,954,761 = Operating revenues (CARING Housing Ministries); $1,721,057 = Operating revenues (Sunny View Lutheran Home); $(316,825) = Eliminate inter-company revenues; $(747,801) = Investment expense; $2,611,192 = Total other revenues. SchD_P13_S00_L02d Schedule D, Part XIII, Line 2d $2,086,190 = Operating expenses (CARING Housing Ministries); $1,673,750 = Operating expenses (Sunny View Lutheran Home); $(316,825) = Eliminate inter-company expenses; $3,443,115 = Total other expenses. X X X 1 1 X X X X X 0 1 0 0 0 0 0 0 0 Gary Wheeler 484178 0 150000 0 107801 0 159000 0 77699 0 978678 0 0 0 Mort Swales 312314 0 80684 0 55793 0 49645 0 10200 0 508636 0 0 0 Roberta Jacobsen 313578 0 117940 0 57655 0 104269 0 7247 0 600689 0 0 0 Mary Miller 231441 0 90308 0 9223 0 108267 0 10155 0 449394 0 0 0 Bob Moses 92700 0 9051 0 -198 0 1519 0 2833 0 105905 0 0 0 Fred Stacey 117492 0 35020 0 8172 0 4373 0 3414 0 168471 0 0 0 Jeff Sianko 176042 0 41119 0 8038 0 45347 0 6827 0 277373 0 0 0 Jeff Kirschner 139615 0 43225 0 -6475 0 5485 0 7783 0 189633 0 0 0 Joseph Butler 214038 0 29400 0 8217 0 19661 0 1965 0 273281 0 0 0 Kari Olson 204836 0 67985 0 12332 0 86446 0 1424 0 373023 0 0 0 Scott Staehling 152712 0 23400 0 13733 0 11010 0 6673 0 207528 0 0 0 Joseph Peduzzi 144000 0 42233 0 6120 0 18547 0 6614 0 217514 0 0 0 Terry Bluemer 175898 0 114935 0 40701 0 37350 0 8028 0 376912 0 0 0 Desiree Burton 186559 0 63718 0 10191 0 56882 0 1808 0 319158 0 0 0 Lee Ratta 168416 0 50905 0 13710 0 50021 0 6392 0 289444 0 0 0 Joan Woodworth 149247 0 28398 0 10417 0 43306 0 1557 0 232925 0 0 0 Sally Plank 167026 0 65921 0 1260 0 25779 0 7969 0 267955 0 0 0 William E Jennings 0 0 186361 0 0 0 0 0 0 0 186361 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: $59,950 - Gary Wheeler; $46,524 - Mort Swales; $34,493 - Roberta Jacobsen; $10,415 - Mary Miller; $1,872 - Bob Moses; $7,785 - Fred Stacey; $7,770 - Jeff Sianko; $9,034 - Kari Olson; $19,349 - Terry Bluemer; $8,395 - Desiree Burton; $7,579 - Lee Ratta; $7,678 - Sally Plank; $6,716 - Joan Woodworth; $13,046 - Scott Staehling; $6,480 - Joseph Peduzzi. California Statewide Communities Development Authority 680164610 130795GC5 2007-06-06 73865050 To finance the redevelopment of Walnut Manor (aka Walnut Village) 0 1 0 California Statewide Communities Development Authority 680164610 130795GD3 2007-06-06 37000000 To finance the redevelopment of Walnut Manor (aka Walnut Village) 0 1 0 0 0 79487858 4530526 2514647 0 0 0 0 73231927 0 35 2009 0 0 1 1 0 0 38234311 2029816 2126032 0 0 213559 34066329 0 0 2009 0 0 1 1 0 0 1 0 1 0 0 0 1 0 0 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 1 SchK_P02_S00_L05 Schedule K, Part II, Line 5 Question #5 does not include interest earnings because the Capitalized Interest bond proceeds were deposited into the Project Fund. There for the earnings on proceeds allocated to the Capitalized Interest Fund are included in Part II, Question 10. Front Porch Development Co (FPDC) President of FPDC and former CFO of FPC&S 1001000 Consulting services received 0 Front Porch Development Co (FPDC) President of FPDC and former CFO of FPC&S 132000 Consulting services provided 0 F990_P03_S00_L04a Form 990, Part III, Line 4a Program Service Accomplishments (cont.): We've also joined together with another not-for-profit organization, The Homes for Life Foundation, to bring in needed services and case management for residents with chronic mental illness, enabling them to live independently instead of being institutionalized or living on the streets. F990_P06_S0B_L11a Form 990, Part VI, Section B, Line 11a CEO & CFO review 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 complensation of the CEO, other top management officials, officers, and key employees, Front Porch Communities and Services utilizes a compensation committee, compensation studies, and an independent compensation consultant. Final compensation amounts are approved by the Executive Committee of the Board. F990_P06_S0C_L19 Form 990, Part VI, Section C, Line 19 Front Porch Communities and Services' Conflict of Interest Policy and financial statements are available on its website. It does not make its governing documents available to the public. F990_P11_S00_L05 Form 990, Part XI, Line 5 $14,686,789 = Unrealized gains & losses; $(747,801) = Investment expense; $(520,905) = Discontinued operations (net of revenues & expenses); $26,284 = Change in value of trusts and annuities. CARING Housing Ministries 2820 South Fremont Avenue Alhambra CA 91803 954540601 Affordable Housing CA 501(c)(3) 9 Front Porch Communities and Services 0 Sunny View Lutheran Home 22445 Cupertino Road Cupertino CA 95014 941542379 HUD senior living CA 501(c)(3) 7 Front Porch Communities and Services 0 Front Porch Enterprises 303 North Glenoaks Blvd Suite 1000 Burbank CA 91502 383739147 Provide support to FPC&S &CTIW CA 501(c)(3) 11 N/A 0 Cypress Knolls LLC 303 North Glenoaks Blvd Suite 1000 Burbank CA 91502 743185031 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 Monthly billing Sunny View Lutheran Home k 256825 Monthly billing CARING Housing Ministries m 60000 Monthly billing CARING Housing Ministries p 60000 Monthly billing Front Porch Communities and Services filed form 8868, for automatic 3-month extension, on or before August 15, 2011. An additional 3-month extension request was filed before November 15, 2011.