Totals
- Total revenue
- $4,317,451
- Total expenses
- $3,455,268
- Contributions and grants received
- $3,117,956
- Grants paid
- $205,539
- Program service revenue
- $948,709
- Investment income
- $60,365
- Other revenue
- $190,421
- Total assets, end of year
- $6,400,736
- Total liabilities, end of year
- $6,247,313
- Net assets or fund balances, end of year
- $153,423
- Program services expenses (Part IX)
- $2,522,298
- Management and general expenses
- $932,970
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $2,522,298
Program services were 73.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1d · Related organizations
$500,000
-
1e · Government grants (contributions)
$2,617,956
-
2a · Program service revenue: NET RENTAL REVENUE
total $948,709 · related or exempt $948,709
-
3 · Investment income
total $60,365 · excluded $60,365
-
11a · Other revenue: INSURANCE PROCEEDS
total $174,548 · related or exempt $174,548
-
11b · Other revenue: LAUNDRY AND VENDING
total $8,693 · related or exempt $8,693
-
11d · All other revenue
total $7,180 · related or exempt $7,180
-
11e · Other revenue, total
$190,421
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $205,539 · program services $205,539
-
5 · Compensation of officers, directors and key employees
total $429,570 · management and general $429,570
-
7 · Other salaries and wages
total $199,969 · management and general $199,969
-
10 · Payroll taxes
total $38,879 · management and general $38,879
-
11a · Fees: management
total $234,701 · program services $57,708 · management and general $176,993
-
11b · Fees: legal
total $6,134 · program services $5,490 · management and general $644
-
11c · Fees: accounting
total $86,915 · management and general $86,915
-
11g · Fees: other
total $316,461 · program services $316,461
-
12 · Advertising and promotion
total $5,253 · program services $5,253
-
13 · Office expenses
total $366,080 · program services $366,080
-
16 · Occupancy
total $1,503,050 · program services $1,503,050
-
22 · Depreciation, depletion and amortization
total $53,146 · program services $53,146
-
24a · Other expenses: TAXES/LICENSES/PERMITS
total $6,745 · program services $6,745
-
24b · Other expenses: BAD DEBTS
total $2,826 · program services $2,826
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,825,880 · end of year $1,636,558
-
2 · Savings and temporary cash investments
beginning of year $1,678,074 · end of year $1,009,968
-
4 · Accounts receivable
beginning of year $978,491 · end of year $522,958
-
9 · Prepaid expenses and deferred charges
beginning of year $374,649 · end of year $417,266
-
10a · Land, buildings and equipment: cost or other basis
$6,536,726
-
10b · Land, buildings and equipment: accumulated depreciation
$4,821,365
-
10c · Land, buildings and equipment, net
beginning of year $672,251 · end of year $1,715,361
-
15 · Other assets
beginning of year $308,473 · end of year $1,098,625
-
17 · Accounts payable and accrued expenses
beginning of year $389,438 · end of year $232,191
-
19 · Deferred revenue
beginning of year $26,361 · end of year $31,503
-
21 · Escrow or custodial account liability
end of year $81,910
-
23 · Secured mortgages and notes payable
beginning of year $6,069,047 · end of year $5,901,709
-
25 · Other liabilities
beginning of year $77,471 · end of year $0
-
27 · Net assets without donor restrictions
beginning of year -$724,499 · end of year $153,423
Mission and programs · 2023
Mission
THE ORGANIZATION'S MISSION IS TO CONDUCT THOSE ACTIVITIES THAT BENEFIT THE ELDERLY, WHICH INCLUDE PROVIDING HOUSING AND OTHER SERVICES DESIGNED TO MEET THEIR PHYSICAL, SOCIAL AND PSYCHOLOGICAL NEEDS.
Activities or mission (Part I)
PROVIDE HOUSING FOR LOW-INCOME, ELDERLY FAMILIES & CONDUCT OTHER ACTIVITIES FOR THEIR BENEFIT
-
THE PRIMARY EFFORT IS TO ENRICH THE LIVES OF LOW-INCOME SENIORS RESIDING IN COMPANY PROPERTIES. THESE EFFORTS INCLUDE EXERCISE AND WELLNESS PROGRAMS, MONTHLY TOURS, SOCIAL EVENTS AND EDUCATION PROGRAMS AND PARTICIPATION IN CULTURAL EVENTS.
Expenses $2,316,759 · Revenue $1,139,130
-
THE SECONDARY EFFORT IS TO PROVIDE FINANCIAL CONTRIBUTIONS/GRANTS TO ORGANIZATIONS OFFERING SERVICES TO LOW-INCOME SENIORS. WELLNESS PROGRAMS, MONTHLY TOURS, SOCIAL EVENTS AND EDUCATION PROGRAMS AND PARTICIPATION IN CULTURAL EVENTS.
Expenses $205,539 · Grants $205,539
As filed on the 2023 return.
Listed in Part VII
-
Russel WylieRUSSEL WYLIE
PRESIDENT & CEO/DIRECTOR
- Total calculated
- $255,454
- From this org
- $215,388
- From related orgs
- $0
- Other
- $40,066
- Hours/week
- 39 + 1 related
Schedule J breakdown matched by us
- Base
- $203,532
- Bonus
- $0
- Other
- $11,856
- Deferred
- $31,176
- Nontaxable benefits
- $8,890
- Filer's total
- $255,454
-
Michael WylieMICHAEL WYLIE
EXECUTIVE VP/DIRECTOR
- Total calculated
- $255,047
- From this org
- $197,029
- From related orgs
- $0
- Other
- $58,018
- Hours/week
- 35 + 5 related
Schedule J breakdown matched by us
- Base
- $197,029
- Bonus
- $0
- Other
- $0
- Deferred
- $37,624
- Nontaxable benefits
- $20,394
- Filer's total
- $255,047
-
Mark DunnMARK DUNN
SECRETARY/DIRECTOR
- Total calculated
- $15,800
- From this org
- $15,800
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1 + 1 related
-
Lois RicheyLOIS RICHEY
DIRECTOR
- Total calculated
- $2,900
- From this org
- $2,900
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1 + 1 related
-
William HaleyWILLIAM HALEY
DIRECTOR
- Total calculated
- $2,900
- From this org
- $2,900
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1 + 1 related
-
Michael WillcoxonMICHAEL WILLCOXON
DIRECTOR
- Total calculated
- $2,900
- From this org
- $2,900
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1 + 1 related
-
Thaddeus WojcikTHADDEUS WOJCIK
DIRECTOR
- Total calculated
- $2,900
- From this org
- $2,900
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1 + 1 related
-
Matthew WylieMATTHEW WYLIE
TREASURER/DIRECTOR
- Total calculated
- $15,800
- From this org
- $15,800
- From related orgs
- $0
- Other
- $0
- Hours/week
- 5 + 1 related
-
Lora Kermode WylieLORA KERMODE WYLIE
DIRECTOR
- Total calculated
- $2,900
- From this org
- $2,900
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1 + 1 related
-
Tom ArnettTOM ARNETT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 10 + 1 related
-
Nancy HathcockNANCY HATHCOCK
RESIDENT PROGRAM DIR./DIRECTOR
- Total calculated
- $70,990
- From this org
- $70,990
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40 + 1 related
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
$115,830
GENERAL SUPPORT
-
$15,000
SUPPORT THIS NON-PROFIT HEALTH AND SENIOR SERVICE ORGANIZATION PROVIDES IMPORTANT EDUCATION AND CARE SERVICES TO FAMILIES DEALING WITH THE DEBILITATING DISEASE
-
HOUSING ASSISTANCE
-
$10,000
SUPPORT THIS NON-PROFIT COMMITTED TO PRESERVATION OF THE HISTORIC WILMORE COMMUNITY WITHIN LONG BEACH; THE ORGANIZATION CONTRIBUTES TO THE HEALTH, SECURITY, AND HAPPINESS OF THE MANY SENIORS RESIDENT WITHIN THE COMMUNITY AND STRENGTHENS THE QUALITY OF A NEIGHBORHOOD WITHIN PROXIMITY TO OUR COMPANY'S MAIN REAL ESTATE HOLDINGS
-
$10,000
SUPPORT SERVICES FOR THE HOMELESS, INCLUDING HIRING HOMELESS PEOPLE TO CLEAN AND MAINTAIN PUBLIC SPACES IN LONG BEACH.
-
FINANCED CONSTRUCTION OF RAMP SYSTEM TO ENABLE SENIORS AND DISABLED TO TOUR HISTORIC LONG BEACH HOME.
-
$7,500
PROVIDE FINANCIAL SUPPORT SO ELDERLY RESIDENTS ARE ABLE TO ATTEND THEATRICAL PERFORMANCES FOR THEIR HAPPINESS AND WELL BEING
-
SUPPORT SENIOR MUSIC ORGANIZATIONS PROVIDING RECREATION AND ENTERTAINMENT FOR THE ELDERLY
-
$6,000
SUPPORT SENIOR MUSIC ORGANIZATIONS PROVIDING RECREATION AND ENTERTAINMENT FOR THE ELDERLY
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
501(C)(3) · RELIGIOUS · CA · controlled entity
Directly controlled by PARK BIXBY
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 4 December 2024
- IRS schema version
- 2023v5.1
- Source object
- 202423399349300942
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