2024-09-27T17:32:25-05:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 2210 EAST ROUTE 66 GLENDORA CA 91740 990 2023-01-01 330649848 CONNECT SENIOR SERVICES INC CONN 9909851215 1125 W ARROW HIGHWAY UPLAND CA 91786 NICHOLAS HANKINS EXECUTIVE DIRECTOR 9099851215 2024-09-26 1 0 CASIE ZWAHLEN CPA P02291311 6268577300 2024-09-26 2023 2024-10-15 13:58:12Z NICHOLAS HANKINS 1125 W ARROW HIGHWAY UPLAND CA 91786 1795505 0 X WWW.UPLANDMANOR.COM X 1994 CA THE MANOR FOCUSES ON PROVIDING WHOLE CARE FOR BOTH THE BODY AND SOUL. AS PART OF THE PACIFIC CONFERENCE OF THE BRETHREN IN CHRIST CHURCH, THE MANOR LOOKS TO PROVIDE AN INVITING, LOVING COMMUNITY WHERE WE PROVIDE A HOLISTIC LIVING EXPERIENCE THAT FOCUSES ON BOTH BODY AND SOUL. 8 8 8 200 0 0 20053 28496 965680 1293194 25821 26892 12636 324817 1024190 1673399 136196 391821 0 0 383239 406898 0 0 74996 452451 569237 971886 1367956 52304 305443 3769322 6355462 623541 2824890 3145781 3530572 TO ENRICH THE LIVES OF SENIOR INDIVIDUALS BY PROVIDING SERVICES AND FACILITIES IN A CHRISTIAN ENVIRONMENT FOR ACTIVE ADULTS 55 YEARS AND OLDER WHO CAN LIVE WITHOUT THE INTERVENTION OF OTHERS. 0 0 1226042 391821 1299479 CONNECT SENIOR SERVICES HAS MULTIPLE SITES OF SENIOR HOUSING THAT RANGES FROM STUDIO, 1, 2 AND 3 BEDROOMS UNITS, AND OTHER COMPETITIVELY PRICED APARTMENTS FOR ANYONE 55 YEARS OLD OR OLDER. ADDITIONALLY, WE HAVE A HOST OF FREE LOW COST AMENITIES, WHICH PROVIDE COMFORT AND CARE FOR OUR RESIDENTS. 1226042 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 8 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 0 0 0 CA X NICK HANKINS 9099851215 1125 W ARROW HIGHWAY UPLAND CA 91786 TODD RETTBERG LEFT 323 CHAIR 1.00 X X 0 0 0 MARGARITA BLOODWORTH VICE CHAIR 1.00 X X 0 0 0 JERRY LINDSAY TREASUER 1.00 X X 0 0 0 JIM MUSSER SECRETARY 1.00 X X 0 0 0 MARK ALLERTON BOARD CHAIR 1.00 X 0 0 0 CLARK BLOODWORTH LEFT 0923 TRUSTEE 1.00 X 0 0 0 CARMEN HALL TRUSTEE 1.00 X 0 0 0 FRANCIS BURMAN BOARD MEMBER 1.00 X 0 0 0 RYAN SHOWALTER BOARD OF TRUSTEE 1.00 X 0 0 0 JEFF WRIGHT BOARD OF TRUSTEE 1.00 X 0 0 0 NICHOLAS HANKINS EXECUTIVE DIRECTOR & CEO 40.00 X 80394 0 40513 80394 0 40513 0 0 0 0 0 28496 28496 SENIOR LIVING APARTMEN 900099 1130150 1130150 DINING SERVICES 900099 147431 147431 HOUSEKEEPING & LAUNDRY 900099 11442 11442 OTHER PROGRAM REVENUE 900099 4171 4171 1293194 30633 30633 58650 88365 -29715 -29715 -29715 30000 33741 -3741 -3741 -3741 INSURANCE RECOVERY 900099 318532 318532 MANAGEMENT FEE REVENUE 900099 36000 36000 354532 1673399 1299479 0 345424 391821 391821 120907 100498 6743 13666 219765 182669 12256 24840 43040 33822 5607 3611 23186 8415 8389 6382 36000 36000 18848 18848 4666 4316 350 5237 5237 25048 17048 8000 226758 226758 4961 4961 49 49 69823 69823 34402 34402 AFFILIATION DISCOUNT 37191 37191 FOOD & SUPPLIES 33262 33262 MEMBERSHIP AND DUES 11464 11464 ANNUAL FUND AND RELATED 3614 3614 57914 24692 6725 26497 1367956 1226042 66918 74996 8064 180680 108845 114864 3534 9831 9432 6819815 1494190 3016185 5325625 604425 687180 9623 9790 12349 24357 3769322 6355462 17900 172048 0 2069000 605641 583842 623541 2824890 X 2988105 3359477 157676 171095 3145781 3530572 3769322 6355462 305443 79348 0 X X 0 1 X 1 0 X 7608 32634 30723 20053 28496 119514 670068 678461 751359 965680 1293194 4358762 677676 711095 782082 985733 1321690 4478276 414 681 690 330 487 2602 69051 69051 414 681 690 330 69538 71653 4406623 86627 72484 41954 77831 89283 368179 86627 72484 41954 77831 89283 368179 36000 354532 390532 764303 783579 824036 1099564 1765505 5236987 0.84140 0.89900 0.07030 0.09200 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2022 AMOUNT: $ 36,000. 2023 AMOUNT: $ 36,000. INSURANCE RECOVERY - 2023 AMOUNT: $ 318,532. 98425 4435 7341 110201 100783 4380 -6738 98425 83398 4835 12550 100783 76375 3736 3287 83398 64424 1017 10934 76375 0.68974 0.31026 0 0 3772024 3772024 2485021 1380327 1104694 127892 113863 14029 434878 434878 5325625 DUE TO RELATED PARTY 518037 DEPOSITS 54063 OPERATING LEASE LIABILITY 11742 583842 X 1327476 79348 3741 83089 1244387 429012 429012 1673399 942685 3741 3741 938944 429012 429012 1367956 PART V, LINE 4: TO BE USED FOR ITS CHARITABLE PURPOSE - PROVIDE INDEPENDENT SENIOR LIVING IN AN INVITING, LOVING CHRISTIAN COMMUNITY THROUGH HOLISTIC LIVING. PART X, LINE 2: THE MANOR IS A CALIFORNIA NONPROFIT RELIGIOUS CORPORATION AND IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) AND IS EXEMPT FROM CALIFORNIA FRANCHISE TAXES UNDER SECTION 23701D OF THE CALIFORNIA REVENUE AND TAXATION CODE. THE MANOR HAS EVALUATED ITS TAX POSITIONS AND THE CERTAINTY AS TO WHETHER THOSE POSITIONS WILL BE SUSTAINED IN THE EVENT OF AN AUDIT BY TAXING AUTHORITIES AT THE FEDERAL AND STATE LEVELS. THE PRIMARY TAX POSITIONS EVALUATED ARE RELATED TO THE MANOR'S CONTINUED QUALIFICATION AS A TAX-EXEMPT ORGANIZATION AND WHETHER THERE ARE UNRELATED BUSINESS INCOME ACTIVITIES CONDUCTED THAT WOULD BE TAXABLE. MANAGEMENT HAS DETERMINED THAT ALL INCOME TAX POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED UPON POTENTIAL AUDIT OR EXAMINATION; THEREFORE, NO DISCLOSURES OF UNCERTAIN INCOME TAX POSITIONS ARE REQUIRED. THE MANOR FILES INFORMATIONAL RETURNS IN THE U.S. FEDERAL JURISDICTION AND THE STATE OF CALIFORNIA. WITH FEW EXCEPTIONS, THE MANOR IS NO LONGER SUBJECT TO U.S. FEDERAL AND STATE EXAMINATIONS BY TAX AUTHORITIES FOR GENERALLY THREE AND FOUR YEARS, RESPECTIVELY. PART XI, LINE 2D - OTHER ADJUSTMENTS: LOSS ON ASSET DISPOSAL 3,741. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL ASSISTANCE 391,821. AFFILIATION DISCOUNT 37,191. PART XII, LINE 2D - OTHER ADJUSTMENTS: LOSS ON ASSET DISPOSAL 3,741. PART XII, LINE 4B - OTHER ADJUSTMENTS: RENTAL ASSISTANCE 391,821. AFFILIATION DISCOUNT 37,191. 0 RENTAL ASSISTANCE 54 391821 FORM 990, PART VI, SECTION A, LINE 2 MARGARITA AND CLARK BLOODWORTH ARE SPOUSES. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE BOARD BEFORE THE RETURN IS FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY REQUIRES ANY DIRECTOR, PRINCIPAL OFFICER OR COMMITTEE MEMBER TO SELF REPORT AN ACTUAL OR POSSIBLE CONFLICT TO THE BOARD OR EXECUTIVE COMMITTEE. UPON PRESENTING THE POTENTIAL CONFLICT, THE PARTY WILL BE EXCUSED AND THE REMAINING MEMBERS WILL DECIDE IF A CONFLICT EXISTS. IF IT'S NOT POSSIBLE TO DETERMINE IF A CONFLICT EXISTS, AN OUTSIDE PARTY MAY BE USED TO DETERMINE IF A CONFLICT EXISTS. THE EXECUTIVE COMMITTEE SHALL REGULARLY AND CONSISTENTLY MONITOR AND ENFORCE COMPLIANCE WITH THIS POLICY BY REVIEWING ANNUAL STATEMENTS AND TAKING SUCH OTHER ACTIONS AS ARE NECESSARY FOR EFFECTIVE OVERSIGHT. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD REVIEWS AND APPROVES COMPENSATION FOR THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION C, LINE 19 INFORMATION IS MADE AVAILABLE UPON AUTHORIZED REQUEST. FORM 990, PART XII LINE 2C THERE WERE NO CHANGES IN THE OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. PART VI, SECTION A, LINE 1A THE BOARD OF TRUSTEES HAS DELEGATED TO THE EXECUTIVE COMMITTEE MATTERS CALLING FOR DECISION OR SUPERVISION BETWEEN REGULAR BOARD OF TRUSTEE MEETINGS. THE EXECUTIVE COMMITTEE IS COMPOSED OF THE CHAIRMAN, THE SECRETARY, THE TREASURER AND SUCH OTHER MEMBERS AS ANNUALLY ELECTED TO THE COMMITTEE BY THE BOARD OF TRUSTEES. BRETHREN IN CHRIST US - PACIFIC CONFERENCE 852 ALPHINE STREET SUITE 2 UPLAND CA 91786 956124454 CHURCH CA 501(C)(3) LINE 1 N/A 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 BRETHERN IN CHRIST US - PACIFIC CONFERENCE E 518037 OUTSTANDING BALANCE