ELDER CARE ALLIANCE: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- ELDER CARE ALLIANCE (EIN 94-3260975)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-02-10
- IRS object ID
- 201140419349301504
- Schema version
- 2009v1.7
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-02-10T14:39:42-05:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 910 E ST LOUIS 200/PO BOX 1190 | AddressLine1 |
| City | SPRINGFIELD | City |
| State | MO | State |
| ZIP Code | 658062523 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 943260975 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELDER CARE ALLIANCE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ELDE | NameControl |
| Phone | 5107692700 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 MARINA VILLAGE PARKWAY | AddressLine1 |
| City | ALAMEDA | City |
| State | CA | State |
| ZIP Code | 94501 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JANICE WASHBURN | Name |
| Title | CHIEF FINANCIAL OFFICER | Title |
| Date Signed | 2011-02-05 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4178658701 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JESSE JANTZEN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 MARINA VILLAGE PKWY 210 | AddressLine1 |
| City | ALAMEDA | City |
| State | CA | State |
| ZIP Code | 94501 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 3884631 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.ELDERCAREALLIANCE.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1996 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | AN ORGANIZATION COMMITTED TO SERVING AND ENRICHING THE PHYSICAL, EMOTIONAL, AND SPIRITUAL WELL-BEING OF OLDER ADULTS THROUGH A NETWORK OF PROFESSIONAL, FAITH-CENTERED CARE COMMUNITIES AND SERVICES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 14 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 14 | NbrIndependentVotingMembers |
| Total Nbr Employees | 18 | TotalNbrEmployees |
| Total Nbr Volunteers | 19 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 405441 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 443756 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 3533263 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 3439270 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 150483 | InvestmentIncomePriorYear |
| Investment Income Current Year | -162893 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 4089187 | TotalRevenuePriorYear |
| Total Revenue Current Year | 3720133 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 500 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 648266 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 555554 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 3109842 | OtherExpensePriorYear |
| Other Expenses Current Year | 3457236 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 3758108 | TotalExpensesPriorYear |
| Total Expenses Current Year | 4013290 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 331079 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -293157 | RevenuesLessExpensesCY |
| Total Assets BOY | 2014961 | TotalAssetsBOY |
| Total Assets EOY | 5798459 | TotalAssetsEOY |
| Total Liabilities BOY | 14968877 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 13918941 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | -12953916 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | -8120482 | NetAssetsOrFundBalancesEOY |
| Mission Description | AN ORGANIZATION COMMITTED TO SERVING AND ENRICHING THE PHYSICAL, EMOTIONAL, AND SPIRITUAL WELL-BEING OF OLDER ADULTS THROUGH A NETWORK OF PROFESSIONAL, FAITH-CENTERED CARE COMMUNITIES AND SERVICES. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 2799231 | Expense |
| Revenue | 3241139 | Revenue |
| Description | ELDER CARE ALLIANCE MANAGES SIX CARE COMMUNITIES FOR OLDER ADULTS IN CALIFORNIA. COMMITTED TO THE SPIRITUAL TRADITIONS OF OUR SPONSORS, THE SISTERS OF MERCY OF THE AMERICAS WEST MIDWEST COMMUNITY, INC., A DIVISION OF THE SISTERS OF MERCY OF THE AMERICAS, A RELIGIOUS INSTITUTE AND PUBLIC JURIDIC PERSON OF THE ROMAN CATHOLIC CHURCH AND THE SIERRA PACIFIC SYNOD OF THE EVANGELICAL LUTHERAN CHURCH, ELDER CARE ALLIANCE PROVIDES CARE FOR THE ELDERLY, REGARDLESS OF CULTURAL BACKGROUND, RELIGIOUS ORIENTATION, OR ECONOMIC MEANS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 178706 | Expense |
| Revenue | 198131 | Revenue |
| Description | ELDER CARE ALLIANCE PROVIDES CARE COORDINATION FOR THE ELDERLY IN SIX RELIGIOUS COMMUNITIES IN CALIFORNIA. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 500 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 500 | TotalOfOtherProgramServiceGrnt |
| Total Program Service Expense | 2978437 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | true | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | false | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 13 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 18 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Nbr Voting Governing Body Members | 14 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 14 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | true | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | true | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | JANICE WASHBURN | NamePerson |
| Telephone Number | 5107692727 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 MARINA VILLAGE PARKWAY SUITE | AddressLine1 |
| City | ALAMEDA | City |
| State | CA | State |
| ZIP Code | 94501 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (25 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| REVEREND RONALD M RENTNER | |||||||
| CHAIR | 5.0 | X | X | 0 | 0 | 0 | |
| SISTER SHERRY DOLAN RSM | |||||||
| VICE CHAIR UNTIL NOV. 2009 | 3.0 | X | X | 0 | 0 | 0 | |
| SCOTT TAYLOR | |||||||
| SECRETARY UNTIL MARCH 2010 | 3.0 | X | X | 0 | 0 | 0 | |
| TOM BERTELSEN | |||||||
| DIRECTOR UNTIL NOV. 2009 | 3.0 | X | 0 | 0 | 0 | ||
| PATRICIA CONOLLY MD | |||||||
| DIRECTOR | 2.0 | X | 0 | 0 | 0 | ||
| JIM METCALFE | |||||||
| DIRECTOR | 2.0 | X | 0 | 0 | 0 | ||
| SISTER MARY GEMMA O'KEEFFE RSM | |||||||
| DIRECTOR UNTIL NOV. 2009 | 2.0 | X | 0 | 0 | 0 | ||
| STEPHEN PIUMA | |||||||
| DIRECTOR UNTIL NOV. 2009 | 3.0 | X | 0 | 0 | 0 | ||
| CHARLES RUTHROFF | |||||||
| DIRECTOR | 2.0 | X | 0 | 0 | 0 | ||
| HUGH VAN NESS | |||||||
| DIRECTOR | 2.0 | X | 0 | 0 | 0 | ||
| CHRISTINE WHELAN | |||||||
| DIRECTOR | 2.0 | X | 0 | 0 | 0 | ||
| FRED WENTKER | |||||||
| SECRETARY BEG. MARCH 2010 | 2.0 | X | X | 0 | 0 | 0 | |
| ROBERT JOHNSON | |||||||
| VICE CHAIR BEG. NOV. 2009 | 2.0 | X | X | 0 | 0 | 0 | |
| LINDA ORRICK | |||||||
| DIRECTOR BEG. MARCH 2010 | 2.0 | X | 0 | 0 | 0 | ||
| RAHUL JOGLEKAR | |||||||
| DIRECTOR | 2.0 | X | 0 | 0 | 0 | ||
| SISTER KATHLEEN KEARNEY | |||||||
| DIRECTOR BEG. NOV. 2009 | 2.0 | X | 0 | 0 | 0 | ||
| JOAN RYAN | |||||||
| DIRECTOR BEG. NOV. 2009 | 2.0 | X | 0 | 0 | 0 | ||
| MICHAEL TELLEEN | |||||||
| DIRECTOR BEG. NOV. 2009 | 2.0 | X | 0 | 0 | 0 | ||
| REVEREND PAMELA GRIFFITH POND | |||||||
| DIRECTOR BEG. NOV. 2009 | 2.0 | X | 0 | 0 | 0 | ||
| JESSE JANTZEN | |||||||
| CHIEF EXECUTIVE OFFICER | 40.0 | X | 0 | 0 | 0 | ||
| JANICE WASHBURN | |||||||
| CHIEF FINANCIAL OFFICER | 40.0 | X | 0 | 0 | 0 | ||
| REBECCA KURLAND | |||||||
| ASSISTANT SECRETARY | 3.0 | X | 23648 | 5142 | 0 | ||
| CARL ARNOULT | |||||||
| IT DIRECTOR | 40.0 | 128835 | 0 | 12772 | X | ||
| CHERYL MACGREGOR | |||||||
| HR DIRECTOR | 40.0 | 114920 | 0 | 6201 | X | ||
| ETHELIA HINES | |||||||
| CLINICAL DIRECTOR | 40.0 | 112600 | 0 | 3380 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 380003 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 5142 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 22353 | TotalOtherCompensation |
| Number Individuals GT100 K | 3 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | false | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | LIFE CARE SERVICES LLC | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Of Contractor | AddressOfContractor | |
| Description Of Services | SEE SCHEDULE O | DescriptionOfServices |
| Compensation | 2169373 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| All Other Contributions | 443756 | AllOtherContributions |
| Total Contributions | 443756 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| MANAGEMENT FEE INCOME | 551112 | 3238908 | 3238908 |
| OTHER P/S REVENUE | 551112 | 200362 | 200362 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 3439270 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1605 | TotalRevenueColumn |
| Exclusion | $1,605 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 164498 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -164498 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -164498 | TotalRevenueColumn |
| Exclusion | -$164,498 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3720133 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3439270 | RelatedOrExemptFunctionIncome |
| Exclusion | -$162,893 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 500 | Total |
| Program Services | 500 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23648 | Total |
| Management And General | 23648 | ManagementAndGeneral |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 430853 | Total |
| Program Services | 143043 | ProgramServices |
| Management And General | 287810 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16958 | Total |
| Program Services | 6238 | ProgramServices |
| Management And General | 10720 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32349 | Total |
| Program Services | 3737 | ProgramServices |
| Management And General | 28612 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 51746 | Total |
| Program Services | 12505 | ProgramServices |
| Management And General | 39241 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1586431 | Total |
| Program Services | 1586431 | ProgramServices |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 47713 | Total |
| Management And General | 47713 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2900 | Total |
| Management And General | 2900 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3257 | Total |
| Management And General | 3257 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 561307 | Total |
| Program Services | 440474 | ProgramServices |
| Management And General | 120833 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6430 | Total |
| Management And General | 6430 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 153343 | Total |
| Program Services | 19780 | ProgramServices |
| Management And General | 133563 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22394 | Total |
| Management And General | 22394 | ManagementAndGeneral |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 41783 | Total |
| Program Services | 4982 | ProgramServices |
| Management And General | 36801 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32020 | Total |
| Program Services | 7042 | ProgramServices |
| Management And General | 24978 | ManagementAndGeneral |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7943 | Total |
| Program Services | 145 | ProgramServices |
| Management And General | 7798 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 877512 | Total |
| Program Services | 696216 | ProgramServices |
| Management And General | 181296 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 49688 | Total |
| Program Services | 39422 | ProgramServices |
| Management And General | 10266 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19934 | Total |
| Program Services | 15816 | ProgramServices |
| Management And General | 4118 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| DUES & SUBSCRIPTIONS | 7882 | 38 | 7844 |
| EMPLOYEE EXPENSES | 33931 | 33931 | |
| MISCELLANEOUS | 1926 | 1226 | 700 |
| MEDICAL SUPPLIES | 842 | 842 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4013290 | Total |
| Program Services | 2978437 | ProgramServices |
| Management And General | 1034853 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 59341 | BOY |
| EOY | 46269 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 227388 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37000 | BOY |
| EOY | 32727 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13457 | BOY |
| EOY | 73984 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 306812 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 67620 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 240047 | BOY |
| EOY | 239192 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7901 | BOY |
| EOY | 3423906 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1657215 | BOY |
| EOY | 1754993 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2014961 | BOY |
| EOY | 5798459 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 189085 | BOY |
| EOY | 398123 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13500000 | BOY |
| EOY | 13500000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1279792 | BOY |
| EOY | 20818 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14968877 | BOY |
| EOY | 13918941 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -12968693 | BOY |
| EOY | -8140259 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14777 | BOY |
| EOY | 19777 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -12953916 | BOY |
| EOY | -8120482 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2014961 | BOY |
| EOY | 5798459 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type2 | X | SupportingOrg509a3Type2 |
| Certification Checkbox | X | CertificationCheckbox |
| Contrib By Controlling Individual | false | ContribByControllingIndividual |
| Contribution By Related Party | false | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | false | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation (6 entries)
| EINEIN | Type Of OrganizationTypeOfOrganization | Listed In Governing DocListedInGoverningDoc | Supported Organization NotifiedSupportedOrganizationNotified | Organized In USOrganizedInUS | AmountAmount |
|---|---|---|---|---|---|
| SALEM LUTHERAN HOME ASSOCIATION OF THE BAY CITIES | |||||
| 940831870 | 09 | true | true | true | $0 |
| MERCY RETIREMENT AND CARE CENTER | |||||
| 941156579 | 09 | true | true | true | $0 |
| ELDER CARE ALLIANCE OF CAMARILLO | |||||
| 943351613 | 09 | true | true | true | $0 |
| ELDER CARE ALLIANCE OF SAN FRANCISCO | |||||
| 943351615 | 07 | true | true | true | $0 |
| ELDER CARE ALLIANCE OF SAN RAFAEL | |||||
| 760730971 | 07 | true | true | true | $0 |
| ELDER CARE ALLIANCE OF UNION CITY | |||||
| 943377985 | 07 | true | true | true | $309,578 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 6 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 309578 | SumOfAmounts |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbying | |
| Total Direct Lobbying | TotalDirectLobbying | |
| Total Lobbying Expenditures | TotalLobbyingExpenditures | |
| Other Exempt Purpose Expenditures | OtherExemptPurposeExpenditures | |
| Total Exempt Purpose Expenditures | TotalExemptPurposeExpenditures | |
| Lobbying Nontaxable | LobbyingNontaxableAmount | |
| Grassroots Nontaxable | GrassrootsNontaxableAmount | |
| Tot Lobbying Grassroot Minus Non Tx | TotLobbyingGrassrootMinusNonTx | |
| Tot Lobby Expend Mns Lobbying Nontx | TotLobbyExpendMnsLobbyingNontx | |
| Volunteers | false | Volunteers |
| Paid Staff Or Management | false | PaidStaffOrManagement |
| Media Advertisements | false | MediaAdvertisements |
| Mailings Members | false | MailingsMembers |
| Publications Or Broadcast | false | PublicationsOrBroadcast |
| Grants Other Organizations | false | GrantsOtherOrganizations |
| Direct Contact Legislators | false | DirectContactLegislators |
| Rallies Demonstrations | false | RalliesDemonstrations |
| Other Activities | true | OtherActivities |
| Not Described In501c3 | false | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | OTHER LOBBYING ACTIVITIES | Identifier |
| Return Reference | SCHEDULE C, PART II-B, LINE 1I | ReturnReference |
| Explanation | THE ORGANIZATION IS A MEMBER OF SEVERAL ORGANIZATIONS WHOSE PURPOSE IS TO DIRECT, DEVELOP, OR AFFECT PUBLIC POLICY AND LEGISLATION WITH REGARDS TO HEALTHCARE ISSUES. THE AMOUNT SPENT ON DUES ALLOCABLE TO LOBBYING ACTIVITIES IS NOT SPECIFICALLY KNOWN; HOWEVER, SUCH AMOUNTS ARE INSUBSTANTIAL. | Explanation |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| Land | Land | |
| Buildings | Buildings |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 151130 | OtherCostOrOtherBasis |
| Depreciation | 17632 | Depreciation |
| Book Value | 133498 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 151172 | OtherCostOrOtherBasis |
| Depreciation | 49988 | Depreciation |
| Book Value | 101184 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4510 | OtherCostOrOtherBasis |
| Book Value | 4510 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 239192 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (3 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| DUE FROM RELATED PARTIES | 1705798 |
| LEASE COSTS | 25000 |
| REFUNDABLE DEPOSITS | 24195 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 1754993 | TotalBookValueOtherAssets |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DUE TO RELATED PARTIES | $593 |
| OTHER LONG-TERM LIABILITIES | $20,225 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 20818 | TotalOfAmounts |
| Total Revenue | 3720133 | TotalRevenue |
| Total Expenses | 4013290 | TotalExpenses |
| Excess Or Deficit For Year | -293157 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 6591 | NetUnrealizedGLOnInvestments |
| Other | $5,120,000 | OtherAmount |
| Total Adjustments | 5126591 | TotalAdjustments |
| Excess Or Deficit Per FS | 4833434 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 649057 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 6591 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 6591 | RevenueNotRptdF990 |
| Revenue Subtotal | 642466 | RevenueSubtotal |
| Investment Expenses Not Included | 3257 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 3074410 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 3077667 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 3720133 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 935623 | TotExpensesEtcAuditedFinclStmt |
| Losses Reported | -3074410 | LossesReported |
| Expenses Not Rptd F990 | -3074410 | ExpensesNotRptdF990 |
| Expenses Subtotal | 4010033 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 3257 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 3257 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 4013290 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| FIN 48 DISCLOSURE | SCHEDULE D, PART X, LINE 2 | THE ORGANIZATION ADOPTED THE PROVISIONS OF FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) INTERPRETATION NO. 48, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. ECA-CORPORATE AND ITS SUBORDINATE ORGANIZATIONS ARE EACH EXEMPT FROM INCOME TAXES UNDER THE INTERNAL REVENUE CODE SECTION 501(C)(3) AND THE LAWS OF THE STATE IN WHICH THEY OPERATE. HOWEVER, ECA IS SUBJECT TO FEDERAL INCOME TAX ON ANY UNRELATED BUSINESS TAXABLE INCOME. EFFECTIVE IN FISCAL YEAR ENDED JUNE 30, 2010, ECA BEGAN TO DETERMINE WHETHER ANY UNCERTAIN TAX POSITIONS EXISTED IN ACCORDANCE WITH ASC TOPIC 740. UNDER ECA'S POLICY, IF AN UNCERTAIN TAX POSITION IS IDENTIFIED, ECA FIRST EVALUATES THE TAX POSITION FOR RECOGNITION BY DETERMINING IF THE WEIGHT OF AVAILABLE EVIDENCE INDICATED THAT IT IS MORE-LIKELY-THAN-NOT THAT THE POSITION WOULD BE SUSTAINED UPON AUDIT, INCLUDING RESOLUTION OF RELATED APPEALS OR LITIGATION PROCESSES, IF ANY. ECA THEN MEASURES THE TAX BENEFIT OR LIABILITY AS THE LARGEST AMOUNT THAT IS MORE THAN 50% LIKELY TO BE REALIZED OR INCURRED UPON SETTLEMENT. COMPLIANCE WITH THIS GUIDANCE HAD NO EFFECT ON ECA'S CONSOLIDATED FINANCIAL STATEMENTS. |
| OTHER ADJUSTMENT TO NET ASSETS | SCHEDULE D, PART XI, LINE 8 | 5,120,000 TRANSFER FROM ELDER CARE ALLIANCE OF SAN RAFAEL |
| OTHER REVENUE INCLUDED ON FORM 990 NOT ON AUDITED FINANCIAL STATEMENTS | SCHEDULE D, PART XII, LINE 4B | (164,498) LOSS ON SALE OF ASSETS 3,127,908 MANAGEMENT FEE INCOME |
| OTHER EXPENSE INCLUDED ON AUDITED FINANCIAL STATEMENTS NOT ON FORM 990 | SCHEDULE D, PART XIII, LINE 2D | 164,498 LOSS ON SALE OF ASSETS (3,238,908) MANAGEMENT FEE INCOME |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| OTHER PROGRAM SERVICE ACCOMPLISHMENTS | FORM 990, PART III, LINE 4D | THE ORGANIZATION GAVE A CHARITABLE CONTRIBUTION TO AN ORGANIZATION. AUDITED FINANCIAL STATEMENTS FORM 990, PART IV, LINE 12 AND PART XI, LINE 2B THE ORGANIZATION RECEIVES AUDITED FINANCIAL STATEMENTS ON A CONSOLIDATED BASIS WITH THE RELATED ORGANIZATIONS LISTED ON SCHEDULE R, PART II. ELDER CARE ALLIANCE HAS AN AUDIT COMMITTEE THAT OVERSEES THE AUDIT OF THE FINANCIAL STATEMENTS AND THE SELECTION OF THE INDEPENDENT ACCOUNTANT. |
| DELEGATION OF MANAGEMENT DUTIES | FORM 990, PART VI, SECTION A, LINE 3 | ELDER CARE ALLIANCE HAS A MANAGEMENT CONTRACT WITH LIFE CARE SERVICES, LLC, TO PROVIDE MANAGEMENT SERVICES INCLUDING, BUT NOT LIMITED TO, MARKETING, HUMAN RESOURCES, ACCOUNTING, INFORMATION TECHNOLOGY SERVICES, CLINICAL OVERSIGHT AND INSURANCE. IN ADDITION, LIFE CARE SERVICES, LLC, PROVIDES COMPENSATION FOR ELDER CARE ALLIANCE'S CEO & CFO, AND ELDER CARE ALLIANCE REIMBURSES LIFE CARE SERVICES, LLC, FOR COMPENSATION. IN ADDITION, ELDER CARE ALLIANCE PAYS LIFE CARE SERVICES, LLC, FOR OTHER SERVICES PROVIDED. |
| MEMBERS | FORM 990, PART VI, SECTION A, LINES 6, 7A, & 7B | ELDER CARE ALLIANCE HAS TWO CORPORATE MEMBERS: 1. THE SISTERS OF MERCY OF THE AMERCIAS WEST MIDWEST COMMUNITY, INC., A DIVISION OF THE SISTERS OF MERCY OF THE AMERICAS, A RELIGIOUS INSTITUTE AND PUBLIC JURIDIC PERSON OF THE ROMAN CATHOLIC CHURCH. 2. THE SIERRA PACIFIC SYNOD OF THE EVANGELICAL LUTHERAN CHURCH IN AMERICA - A FELLOWSHIP OF CONGREGATIONS, MINISTRIES, AND INSTITUTIONS IN NORTHERN CALIFORNIA AND NORTHERN NEVADA. APPOINTMENT OF DIRECTORS: THE BOARD OF DIRECTORS OF THE CORPORATION SHALL INCLUDE FOURTEEN (14) INDIVIDUALS APPOINTED IN ACCORDANCE WITH THE FOLLOWING: (I) FIVE (5) INDIVIDUALS APPOINTED BY THE CORPORATE MEMBER, SIERRA PACIFIC SYNOD; (II) FIVE (5) INDIVIDUALS APPOINTED BY THE CORPORATE MEMBER, THE SISTERS OF MERCY OF THE AMERCIAS WEST MIDWEST COMMUNITY, INC., A DIVISION OF THE SISTERS OF MERCY OF THE AMERICAS, A RELIGIOUS INSTITUTE AND PUBLIC JURIDIC PERSON OF THE ROMAN CATHOLIC CHURCH. (III)IN ADDITION TO THE INDIVIDUALS APPOINTED PURSUANT TO SUBPARAGRAPHS (I) AND (II) ABOVE, A MAXIMUM OF TWO (2) INDIVIDUALS JOINTLY APPOINTED BY THE CORPORATE MEMBERS, SIERRA PACIFIC SYNOD AND THE WEST MIDWEST COMMUNITY; AND (IV) TWO (2) INDIVIDUALS NOMINATED BY CATHOLIC HEALTHCARE WEST ("CHW") AND APPOINTED BY THE INDIVIDUALS NAMED PURSUANT TO SUBPARAGRAPHS (I), (II) AND (III) ABOVE, WHICH INDIVIDUALS MAY BE, BUT SHALL NOT BE REQUIRED TO BE, EMPLOYEES OF CHW AND WHO SHALL HAVE THE SAME FIDUCIARY DUTIES, INCLUDING THE DUTIES OF LOYALTY AND CARE, TO THE CORPORATION AS EVERY OTHER MEMBER OF THE BOARD (INDIVIDUALLY, A "CHW DIRECTOR" AND, COLLECTIVELY, THE "CHW DIRECTORS"). APPROVAL RIGHTS OF CORPORATE MEMBERS: 1. THE FOLLOWING ACTIONS OF ELDER CARE ALLIANCE (THE "CORPORATION") SHALL NOT BE IMPLEMENTED WITHOUT THE APPROVAL OF THE CORPORATE MEMBERS: (A) ADOPTION OR AMENDMENT OF PHILOSOPHY, MISSION AND VALUES STATEMENT OF THE CORPORATION; (B) APPROVAL OF LONG RANGE AND STRATEGIC PLANS OF THE CORPORATION AND ITS SUBSIDIARIES AND AFFILIATES; (C) REORGANIZATION, DISSOLUTION, MERGER, CONSOLIDATION, CHANGE OF CONTROL, ADMISSION OF NEW MEMBERS OR OTHER AFFILIATION OF ANY MANNER OF THE CORPORATION OR ANY OF ITS SUBSIDIARIES; (D) ANY CHANGE IN THE ARTICLES OF INCORPORATION OR BYLAWS OF THE CORPORATION; (E) ADOPTION OF AND ANY CHANGE IN CHARITY CARE POLICIES OF THE CORPORATION OR ANY OF ITS SUBSIDIARIES; (F) SALE OR DISPOSITION OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OF THE CORPORATION OR ANY OF ITS SUBSIDIARIES, SUBJECT TO PARAGRAPH 2 AND PARAGRAPH 3 HEREOF; OR (G) APPOINTMENT OF THE CHIEF EXECUTIVE OFFICER OF THE CORPORATION. |
| FORM 990 REVIEW PROCESS | FORM 990, PART VI, SECTION B, LINE 11A | THE FINAL FORM 990 IS PROVIDED BY E-MAIL TO ALL MEMBERS OF THE BOARD OF DIRECTORS BEFORE FILING. ELDER CARE ALLIANCE'S AUDIT COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS THE FORM 990 BEFORE FILING. ALSO, THE CEO AND CFO REVIEW THE FORM 990 BEFORE FILING. |
| CONFLICT OF INTEREST POLICY COMPLIANCE | FORM 990, PART VI, SECTION B, LINE 12C | ANNUALLY THE ASSISTANT SECRETARY OF ELDER CARE ALLIANCE REQUESTS UPDATED CONFLICT OF INTEREST FORMS FROM THE BOARD OF DIRECTORS. THE ASSISTANT SECRETARY REVIEWS THOSE FORMS AND INFORMS THE CHAIRMAN OF THE BOARD OF DIRECTORS OF ANY APPARENT CONFLICT OF INTEREST. IF A CONFLICT OF INTEREST ARISES, THE AFFECTED BOARD MEMBER WOULD BE REQUIRED TO ABSTAIN FROM VOTING ON THE ISSUE. |
| COMPENSATION DETERMINATION | FORM 990, PART VI, SECTION B, LINES 15A & 15B | THE COMPENSATION REVIEWS OF THE CEO AND CFO WERE DONE IN FY 2010 BY THE BOARD OF DIRECTORS. THE COMPENSATION FOR THE CEO AND CFO WAS REVIEWED AGAINST COMPARABLES PROVIDED BY THE VICE PRESIDENT OF HUMAN RESOURCES OF LIFE CARE SERVICES, ELDER CARE ALLIANCE'S MANAGEMENT COMPANY. |
| GOVERNING DOCUMENT AVAILABILITY | FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE ON WRITTEN REQUEST TO ELDER CARE ALLIANCE. DOCUMENTS WILL BE PROVIDED VIA THE US MAIL OR BY FAX, IF SO REQUESTED. |
| OFFICER COMPENSATION & MANAGEMENT FEES | FORM 990, PART VII, SECTION B, LINE 1 | ELDER CARE ALLIANCE (ECA) HAS A MANAGEMENT CONTRACT WITH LIFE CARE SERVICES (LCS), UNDER WHICH ECA PAID $1,586,431. IN ADDITION, ECA REIMBURSED LCS FOR THE CEO'S AND CFO'S COMPENSATION IN THE AMOUNT OF $433,862. ECA ALSO PAID LCS TECHNOLOGY FEES IN THE AMOUNT OF $60,000. THE REMAINING $89,080 WAS FOR MISCELLANEOUS TRAVEL REIMBURSEMENTS AND OTHER SMALL FEES. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (6 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|
| ELDER CARE ALLIANCE OF UNION CITY | |||||||||
| 1301 MARINA VILLAGE PKWY 210 | ALAMEDA | CA | 94501 | 943377985 | ELDERLY CARE | CA | 501(C)(3) | 9 | NA |
| MERCY RETIREMENT AND CARE CENTER | |||||||||
| 1301 MARINA VILLAGE PKWY 210 | ALAMEDA | CA | 94501 | 941156579 | ELDERLY CARE | CA | 501(C)(3) | 9 | NA |
| ELDER CARE ALLIANCE OF CAMARILLO | |||||||||
| 1301 MARINA VILLAGE PKWY 210 | ALAMEDA | CA | 94501 | 943351613 | ELDERLY CARE | CA | 501(C)(3) | 9 | NA |
| ELDER CARE ALLIANCE OF SAN FRANCISCO | |||||||||
| 1301 MARINA VILLAGE PKWY 210 | ALAMEDA | CA | 94501 | 943351615 | ELDERLY CARE | CA | 501(C)(3) | 9 | NA |
| SALEM LUTHERAN HOME ASSOC OF THE BAY CIT | |||||||||
| 1301 MARINA VILLAGE PKWY 210 | ALAMEDA | CA | 94501 | 940831870 | ELDERLY CARE | CA | 501(C)(3) | 9 | NA |
| ELDER CARE ALLIANCE OF SAN RAFAEL | |||||||||
| 1301 MARINA VILLAGE PKWY 210 | ALAMEDA | CA | 94501 | 760730971 | ELDERLY CARE | CA | 501(C)(3) | 9 | NA |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | true | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | true | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | true | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (10 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| ELDER CARE ALLIANCE OF UNION CITY | |
| D | 309578 |
| ELDER CARE ALLIANCE OF SAN RAFAEL | |
| P | 57247 |
| MERCY RETIREMENT AND CARE CENTER | |
| P | 58593 |
| MERCY RETIREMENT AND CARE CENTER | |
| K | 876437 |
| SALEM LUTHERAN HOME ASSOC OF THE BAY CITIES | |
| K | 809074 |
| ELDER CARE ALLIANCE OF CAMARILLO | |
| K | 242932 |
| ELDER CARE ALLIANCE OF SAN FRANCISCO | |
| K | 592513 |
| ELDER CARE ALLIANCE OF UNION CITY | |
| K | 177737 |
| ELDER CARE ALLIANCE OF SAN RAFAEL | |
| K | 540214 |
| ELDER CARE ALLIANCE OF SAN RAFAEL | |
| R | 5120000 |