2024-11-01T06:58:35-05:00 2023-12-31 750786316 WEAVER AND TIDWELL LLP 100 W WALNUT STREET FL 7 PASADENA CA 91124 990 2023-01-01 946088811 SIERRA VIEW HOMES SIER 5596389226 1155 EAST SPRINGFIELD AVENUE REEDLEY CA 93654 ROBERTA LINSCHEID EXECUTIVE DIR. 5596389226 2024-10-28 1 1 PRERNA JAGADA P01063809 6265850666 2023 2024-10-15 13:58:12Z ROBERTA LINSCHEID 1155 EAST SPRINGFIELD AVENUE REEDLEY CA 93654 9823722 0 X WWW.SIERRAVIEW.ORG X 1960 CA SIERRA VIEW HOMES PROVIDES CARE FOR THE AGED AT THREE LEVELS OF SERVICE: 1) MODERATELY PRICED APARTMENTS WITH NO NURSING CARE; 2) INTERMEDIATE CARE FACILITY FOR THOSE IN NEED OF SOME NURSING SERVICE; AND 3) SKILLED NURSING FACILITY, FOR THOSE UNABLE TO CARE FOR THEMSELVES. 10 9 177 12 0 0 163409 152831 9525936 8364904 136666 293084 170939 198092 9996950 9008911 0 0 0 0 4608143 6938017 0 0 0 4444971 3441071 9053114 10379088 943836 -1370177 19551470 18398462 11974508 11309540 7576962 7088922 X SIERRA VIEW HOMES PROVIDES CARE FOR THE AGED AT THREE LEVELS OF SERVICE: 1) MODERATELY PRICED APARTMENTS WITH NO NURSING CARE; 2) INTERMEDIATE CARE FACILITY FOR THOSE IN NEED OF SOME NURSING SERVICE; AND 3) SKILLED NURSING FACILITY, FOR THOSE UNABLE TO CARE FOR THEMSELVES. 0 0 5612235 4622029 SIERRA VIEW HOMES PROVIDES LICENSED SKILLED NURSING CARE TO THE AGED AND OTHERS NEEDING SUCH CARE. THE ORGANIZATION PROVIDED OVER 21,000 PATIENT DAYS OF SERVICE DURING THE YEAR. 2419741 1624298 THE CORPORATION MAINTAINS RESIDENTIAL APARTMENTS (115) TO PROVIDE RELATIVELY LOW-COST HOUSING FOR THE AGED. ABOUT 120 OR MORE ELDERLY PERSONS AND COUPLES ARE SERVED, AT ANY ONE TIME, DURING THE YEAR (DEPENDING ON OCCUPANCY AND WHETHER MARRIED OR SINGLE RESIDENTS ARE RENTING AN APARTMENT). A SINGLE MEMBER LLC (SIERRA VIEW RESIDENCES, LLC) WHOLLY OWNED BY THE CORPORATION OPERATES THE RESIDENTIAL APARTMENTS. ALL OF THE NET INCOME OF THE LLC IS DISTRIBUTED TO THE CORPORATION. 1522104 2118577 THE CORPORATION PROVIDES INTERMEDIARY CARE FOR THE AGED WHO DO NOT REQUIRE SKILLED NURSING CARE. THERE ARE 36 ROOMS (SOME DOUBLE OCCUPANCY) FOR THIS PURPOSE. ADDITIONALLY, A MEMORY CARE FACILITY IS AVAILABLE TO CARE FOR THOSE WITH DEMENTIA. THERE ARE 15 ROOMS (SOME DOUBLE OCCUPANCY) FOR THIS PURPOSE 9554080 1 1 0 0 0 0 0 0 0 0 1 0 1 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 0 0 0 0 0 1 0 0 0 0 1 21 0 1 177 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 9 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X ROBERTA LINSCHEID EX DIR 5596389226 1155 EAST SPRINGFIELD AVE REEDLEY CA 93654 LOUISE AUERNHEIMER DIRECTOR 1.00 X 0 0 0 EDWARD BOLDT CFO 1.00 X X 0 0 0 STELLA BOHN SECRETARY 1.00 X 0 0 0 LANCE ZIMMERMAN CHAIRMAN 1.00 X X 0 0 0 ANDREW EWY VICE CHAIR 1.00 X X 0 0 0 JOSHUA MILTON DIRECTOR 1.00 X 0 0 0 ROBERTA LINSCHEID EXECUTIVE DIR. 50.00 X X 135032 0 0 STEPHEN PENNER DIRECTOR 1.00 X 0 0 0 WILFRED DERKSEN DIRECTOR 1.00 X 0 0 0 DON LINSCHEID DIRECTOR 1.00 X 0 0 0 BARBARA ALATORRE NURSING DIRECTOR 50.00 X 172552 0 0 307584 0 0 2 0 1 0 0 73326 79505 152831 SKILLED NURSING 623000 4622029 4622029 RESIDENTIAL CARE 623990 2118577 2118577 RENTAL HOUSING (SMLLC) 623990 1624298 1624298 8364904 316150 316150 791745 814811 -23066 -23066 -23066 INSURANCE PREMIUM REFU 900099 105778 105778 OTHER OPERATING REVENU 900099 92314 92314 198092 9008911 8364904 0 491176 X 135032 135032 5336814 5052880 283934 67073 50160 16913 998719 987298 11421 400379 371962 28417 28991 28991 39726 39726 7170 7170 1138064 1089147 48917 23883 18106 5777 98198 1686 96512 380815 359497 21318 19777 3550 16227 347935 347935 692841 692841 162770 162770 SUPPLIES 283662 260152 23510 REPAIRS & MAINTENANCE 132148 132148 LICENSES 61143 61143 PROPERY TAXES 23948 23948 10379088 9554080 825008 0 0 604452 130116 3794765 1708848 41724 34479 25311254 12156155 13329335 13155099 947622 1249538 139966 1393255 693606 727127 19551470 18398462 921817 1182079 269424 299793 9750000 9175000 1033267 652668 11974508 11309540 X 7576962 7088922 7576962 7088922 19551470 18398462 -1370177 103017 779120 0 X X 0 1 X 1 0 X 29469 17174 55796 163409 152831 418679 8729093 9696753 8939771 9525936 8364904 45256457 8758562 9713927 8995567 9689345 8517735 45675136 0 0 0 45675136 100338 66329 192444 136666 316150 811927 100338 66329 192444 136666 316150 811927 170939 198092 369031 8858900 9780256 9188011 9996950 9031977 46856094 0.97480 0.98400 0.01730 0.01240 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 25311254 12156155 13155099 13155099 INVESTMENTS IN CAPTIVE INS. COMPANIES 1393255 C 1393255 X 9104758 103017 103017 9001741 7170 7170 9008911 10371918 0 10371918 7170 7170 10379088 PART X, LINE 2: THE ORGANIZATION FOLLOWS THE PROVISIONS OF FASB ASC ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH PRESCRIBES A MINIMUM RECOGNITION THRESHOLD AND MEASUREMENT METHODOLOGY FOR TAX POSITIONS TAKEN, OR EXPECTED TO BE TAKEN, IN A TAX RETURN PRIOR TO RECOGNITION IN THE CONSOLIDATED FINANCIAL STATEMENTS. THE STANDARD ALSO PROVIDES GUIDANCE FOR DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, AND ACCOUNTING IN INTERIM PERIODS AND DISCLOSURE. TAX BENEFITS ARE RECORDED ONLY FOR TAX POSITIONS THAT ARE MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION BY TAX AUTHORITIES. MANAGEMENT DOES NOT BELIEVE THERE WERE ANY UNCERTAIN TAX POSITIONS ON DECEMBER 31, 2023. THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AND CALIFORNIA REVENUE AND TAXATION CODE SECTION 23701D. ACCORDINGLY, A PROVISION FOR INCOME TAXES IS NOT INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS. THE ORGANIZATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR THE POSITIONS TAKEN ON ITS TAX RETURNS AND THE EXEMPT STATUS WOULD BE SUSTAINED ON EXAMINATION. THE ORGANIZATION CLASSIFIES INTEREST AND PENALTIES ON UNDERPAYMENTS OF INCOME TAX (UNRELATED BUSINESS INCOME TAX), IF APPLICABLE, AS INTEREST EXPENSE AND PENALTIES, RESPECTIVELY, BOTH OF WHICH WOULD BE INCLUDED IN GENERAL AND ADMINISTRATIVE EXPENSES. THE ORGANIZATION DID NOT INCUR ANY PENALTIES AND INTEREST IN THE CURRENT YEAR. THE ORGANIZATION FILES TAX RETURNS IN THE UNITED STATES FEDERAL AND CALIFORNIA STATE JURISDICTIONS. 0 0 0 0 0 0 0 0 0 BARBARA ALATORRE NURSING DIRECTOR 172552 0 0 0 0 0 0 0 0 0 172552 0 0 0 A CITY OF REEDLEY 946000402 758293BC7 2016-06-09 10377313 REFINANCE 1 0 0 A 10377313 379453 9528900 201212 271226 0 1 1 1 A 0 0 0 1 1 0 0 0 1 PART IV: QUESTION 2C THE REBATE CALCULATION YIELDING NO REBATE WAS PERFORMED AS PART OF OUR ANNUAL INDEPENDENT AUDIT OF THE FINANCIAL STATEMENT IN JUNE 2024. FORM 990, PART VI, SECTION A, LINE 6 CORPORATION VOTING MEMBERS ARE THOSE WHO HAVE DONATED $100 TO SIERRA VIEW HOMES IN THEIR LIFETIME. FORM 990, PART VI, SECTION A, LINE 7A VOTING MEMBERS ELECT THE GOVERNING BOARD. THE MEMBERS EXPECT THE GOVERNING BOARD TO CARRY OUT THE POLICIES OF SIERRA VIEW HOMES. THE MEMBERS CAN REMOVE THOSE ON THE GOVERNING BOARD IF THOSE POLICIES ARE NOT CARRIED OUT. FORM 990, PART VI, SECTION A, LINE 7B EACH YEAR THERE IS AN ANNUAL MEETING OF THE MEMBERS TO WHICH THE GOVERNING BOARD REPORTS AFFAIRS OF THE PAST YEAR AND PLANS FOR THE FUTURE. ADDITIONALLY, THE MEMBERS VOTE FOR NEW DIRECTORS TO THE GOVERNING BOARD TO REPLACE THOSE WHOSE TERMS HAVE EXPIRED. FORM 990, PART VI, SECTION B, LINE 11B THE PREPARER OF FORM 990 REVIEWS THE FORM 990 WITH THE EXECUTIVE DIRECTOR BEFORE IT IS GIVEN TO THE BOARD OF DIRECTORS. AFTER THE BOARD OF DIRECTORS REVIEWS THE FORM IT IS FILED WITH THE IRS AND FRANCHISE TAX BOARD. FORM 990, PART VI, SECTION B, LINE 12C THE AUDIT COMMITTEE IS IN CHARGE OF OBTAINING CONFLICTS STATEMENTS FROM APPLICABLE MEMBERS REGARDING CONFLICTS, BOTH IN THE PAST AND POTENTIALLY IN THE FUTURE. FORM 990, PART VI, SECTION B, LINE 15 THE OUTSIDE BOARD OF DIRECTORS REVIEWS AND APPROVES THE ANNUAL COMPENSATION OF THE EXECUTIVE DIRECTOR. THEY ALSO REVIEW AND APPROVE PAY RAISES FOR ALL STAFF AT THE ORGANIZATION. FORM 990, PART VI, SECTION C, LINE 19 THE ANNUAL AUDITED FINANCIAL STATEMENTS ARE PRESENTED AND GIVEN TO THE MEMBERS OF THE ORGANIZATION AT THE ANNUAL MEETING, WHICH TAKES PLACE IN JANUARY OR FEBRUARY OF EACH YEAR. ADDITIONALLY, ANY OTHER FINANCIAL INFORMATION, INCLUDING THIS FORM 990, IS GIVEN TO INDIVIDUALS OR ORGANIZATIONS UPON THEIR REQUEST. FORM 990, PART IX, LINE 11G OUTSIDE SERVICES: PROGRAM SERVICE EXPENSES 120,140. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 120,140. PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 2,360. MANAGEMENT AND GENERAL EXPENSES 48,917. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 51,277. MEDICAL CONSULTANTS/THERAPISTS: PROGRAM SERVICE EXPENSES 424,870. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 424,870. DIETARY OPERATIONS: PROGRAM SERVICE EXPENSES 541,777. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 541,777. SIERRA VIEW RESIDENCES LLC 1155 EAST SPRINGFIELD AVENUE REEDLEY CA 93654 464395327 PROVIDE LOW-COST HOUSING FOR THE AGED. CA 1681828 0 SIERRA VIEW HOMES 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 SIERRA VIEW RESIDENCES LLC O 113087 CASH