2025-02-18T12:52:50+00:00 2024-03-31 440160260 Forvis Mazars LLP 14221 Dallas Parkway Suite 400 Dallas TX 75254 990 2023-04-01 941542379 Sunny View Lutheran Home SUNN 8182544100 800 North Brand Blvd 19th floor Glendale CA 91203 Eduardo Salvador CFO 8182544100 2025-02-18 true Jeanette Verrelli P00742631 9727028262 2025-02-17 2023 2025-03-06 01:10:19Z X Eduardo Salvador 800 North Brand Blvd 19th floor Glendale CA 91203 3018357 false X N/A X 1958 CA PROVIDE SERVICES TO RESIDENTS WITH LIMITED MEANS, RESIDING IN A 100-UNIT SENIOR LIVING FACILITY. 6 6 5 6 0 0 0 0 2806453 2926964 41849 91393 0 0 2848302 3018357 0 0 0 0 400096 457797 0 0 0 1633814 1976293 2033910 2434090 814392 584267 10499970 11010835 2073059 1990031 8426911 9020804 PROVIDE SERVICES TO RESIDENTS WITH LIMITED MEANS, RESIDING IN A 100-UNIT SENIOR LIVING FACILITY false false 1902095 2926964 DIETARY SERVICES: $199,680 RESIDENTIAL SERVICES: $123,719 FACILITY OPERATING COSTS (UTILITIES AND GROUNDS): $25,366 DEPRECIATION AND INTEREST: $224,068 ADMINISTRATIVE SERVICES AND OTHER: $1,329,262 1902095 true false false false false false false true false true false false true true false false true false false false false false false false false false false false true false false false false false false false false false false false false false true true false false false true 8 0 true 5 true false false false false false false false false false false false false X 6 6 false true true false true true true true true false false false true true true true true false false false CA X Eduardo Salvador 9259567400 800 N Brand Blvd 19th Fl Glendale CA 91203 Ken Donnelly Chairman 1.0 7.0 X X 0 0 0 Marion McGovern Vice Chairman 1.0 7.0 X X 0 0 0 Carlos Jimenez Director 1.0 7.0 X 0 0 0 Kevin Koeker Director 1.0 7.0 X 0 0 0 Margol Kennison Director 1.0 7.0 X 0 0 0 William Peters Director 1.0 7.0 X 0 0 0 Eduardo Salvador CFO 0.1 39.9 X 0 673130 12564 Rachel Vranich Chief Legal Officer / Secretary 0.1 39.9 X 0 467584 34600 Sean Kelly CEO 0.1 39.9 X 0 618975 47706 Soraya Diaz President - Caring Housing Ministries 0.1 39.9 X 0 308708 32666 Joseph Miller Director Of Finance - Caring Housing Ministries 0.1 39.9 X 0 138541 14792 Vanessa Lombardo Director Of Operations - Caring Housing Ministries 0.1 39.9 X 0 134748 23299 John Woodward Former CEO 0.0 0.0 X 0 634857 10401 0 2976543 176028 0 true true false 0 0 RESIDENT AND NET PATIENT SERVICES 623000 2926964 2926964 0 0 0 0 2926964 91393 91393 0 0 0 0 0 0 0 0 0 3018357 2926964 0 91393 X 333142 61263 271879 8778 1799 6979 91392 17555 73837 24485 4426 20059 72000 72000 28172 28172 300 300 733866 733866 0 0 67286 45267 22019 231762 207582 24180 47 47 3160 3160 224068 224068 69838 69838 FOOD 199680 199680 SECURITY 146866 146866 RESIDENT SERVICES 123719 123719 Taxes, Licenses, dues & misc 42806 35156 7650 32723 31010 1713 0 2434090 1902095 531995 0 4008972 4431088 0 27093 10139 8490 0 0 0 0 14013 13320 8363101 6322879 2268096 2040222 2509955 2742378 0 0 1688795 1748244 10499970 11010835 209165 215980 978 100 0 26499 0 0 1862916 1747452 2073059 1990031 X 8426911 9020804 8426911 9020804 10499970 11010835 584267 9626 0 X false true X true false X 0 2901169 2958770 2743466 2806453 2926964 14336822 0 0 0 2901169 2958770 2743466 2806453 2926964 14336822 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 14336822 37131 28385 9971 41849 91393 208729 0 37131 28385 9971 41849 91393 208729 0 0 0 0 0 0 0 2938300 2987155 2753437 2848302 3018357 14545551 0.9856 0.9901 0.01 0.0098 X false true X 52971 52971 6105995 5508470 597525 143786 133410 10376 2060349 680999 1379350 2040222 INTER-ENTITY RECEIVABLES 1667490 INTEREST RECEIVABLE 47101 RESIDUAL RECEIPTS RESERVE 33653 1748244 INTER-ENTITY PAYABLES 1738973 PAYABLE TO 3RD PARTY 8479 1747452 Schedule D, Part X, Line 2 ASC 740 FOOTNOTE MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. Schedule D, Part IV, Line 2b Explanation of escrow agreement RESIDENT SECURITY DEPOSITS ARE COLLECTED AND MAINTAINED BY Sunny View Lutheran Home PER HUD REGULATIONS. IF A RESIDENT LEAVES, THE BALANCE REMAINING IN THE FUND IS RETURNED. ASSETS HELD, INCLUDED IN SAVINGS AND TEMPORARY CASH INVESTMENTS, AMOUNTED TO APPROXIMATELY $26,151 AND $27,093 AS OF MARCH 31, 2023 AND 2024, RESPECTIVELY. AS THESE FUNDS DO NOT REPRESENT ASSETS OF Sunny View Lutheran Homes, A CORRESPONDING TRUST ACCOUNT LIABILITY IS REPORTED IN ESCROW OR CUSTODIAL ACCOUNT LIABILITY. false true false false false false false false false John Woodward Former CEO 0 221967 0 398242 0 14648 0 9900 0 501 0 645258 0 0 Sean Kelly CEO 0 614269 0 75 0 4631 0 0 0 47706 0 666681 0 0 Eduardo Salvador CFO 0 402786 0 250287 0 20057 0 10650 0 1914 0 685694 0 0 Rachel Vranich Chief Legal Officer / Secretary 0 350390 0 100072 0 17122 0 9900 0 24700 0 502184 0 0 Soraya Diaz President - Caring Housing Ministries 0 260194 0 20936 0 27578 0 8699 0 23967 0 341374 0 0 Joseph Miller Director Of Finance - Caring Housing Ministries 0 137383 0 80 0 1078 0 4182 0 10610 0 153333 0 0 Vanessa Lombardo Director Of Operations - Caring Housing Ministries 0 132449 0 1280 0 1019 0 4216 0 19083 0 158047 0 0 Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan THE FOLLOWING INDIVIDUALS PARTICIPATED IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN DESCRIBED IN 457(F): AMOUNTS INCLUDED IN W-2 JOHN WOODWARD: $8,110 RACHEL VRANICH: $16,282 EDUARDO SALVADOR: $18,125 SORAYA DIAZ: $12,107 AMOUNTS IN DEFERRED JOHN WOODWARD: NONE RACHEL VRANICH: NONE EDUARDO SALVADOR: NONE SORAYA DIAZ: NONE Schedule J, Part I, Line 3 METHODS TO ESTABLISH COMPENSATION OF TOP MANAGEMENT OFFICIALS A RELATED ORGANIZATION USES A COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, AND COMPENSATION STUDIES TO SET COMPENSATION FOR THE CEO AND OTHER TOP MANAGEMENT OFFICIALS, OFFICERS AND KEY EMPLOYEES. FINAL COMPENSATION AMOUNTS ARE APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD. Form 990, Part VI, Line 15 COMPENSATION OF ALL EMPLOYEES OF SUNNY VIEW LUTHERAN HOME IS PAID BY ITS ULTIMATE OWNER, FRONT PORCH COMMUNITIES AND SERVICES. W2S/W3S ARE ISSUED BY FRONT PORCH COMMUNITIES AND SERVICES. SENIOR MANAGEMENT EMPLOYEES LISTED IN PART VII ARE EMPLOYEES OF FRONT PORCH COMMUNITIES AND SERVICES, A RELATED ORGANIZATION. THEY ARE PAID AND ISSUED W-2S BY FRONT PORCH COMMUNITIES AND SERVICES. THE SALARIES REPORTED ON PART VII OF THE 990 AND SCHEDULE J ARE IN PART SUPPORTED THROUGH MANAGEMENT FEES REMITTED TO CARING HOUSING MINISTRIES. YES, THIS IS CORRECTLY STATED. FRONT PORCH COMMUNITIES AND SERVICES USE AN INDEPENDENT CONSULTANT WHO ANALYZES AND REPORTS ON REASONABILITY OF COMPENSATION EVERY TWO YEARS. THE CONSULTANT IS INDEPENDENT OF MANAGEMENT AND REPORTS DIRECTLY TO THE CHAIRMAN OF THE BOARD. THE CONSULTANT REVIEWS AND PROVIDES A REPORT ON ANY ISSUES WITH THE COMPENSATION THE CEO AND/OR THE CFO RECEIVE INCLUDING ANY ISSUES AROUND EXCESS COMPENSATION. ADDITIONALLY, ALL KEY EXECUTIVES COMPENSATION ARE REVIEWED BY THE CONSULTANT. THIS REVIEW INCLUDES TOTAL CASH COMPENSATION AND BENEFITS INCLUDING RETIREMENT PLANS. EVERY YEAR, THE CHIEF HR OFFICER REVIEWS THE COMPENSATION FOR ALL MANAGEMENT AGAINST MARKET ANALYSIS GUIDELINES AND RECOMMENDS CHANGES. THIS REVIEW ALSO INCLUDES A TEST OF BENEFITS AGAINST SIMILAR COMPANIES. Form 990, Part VI, Line 3 Delegation of management duties THE ORGANIZATION CONTRACTED WITH CARING HOUSING MINISTRIES TO PROVIDE PROPERTY MANAGEMENT, OPERATIONAL, AND ACCOUNTING SERVICES. Form 990, Part VI, Line 4 Significant changes to organizational documents EFFECTIVE JULY 1, 2023, AFFORDABLE COMMUNITIES MERGED WITH CARING HOUSING MINISTRIES, INC. (CARING), AND CARING BECAME SUNNY VIEW LUTHERAN HOME'S SOLE MEMBER. Form 990, Part VI, Line 6 Classes of members or stockholders CARING HOUSING MINISTRIES, A CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION IS THE SOLE MEMBER OF Sunny View Lutheran Home. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body CARING HOUSING MINISTRIES HAS THE RIGHT TO VOTE WITH RESPECT TO ELECTING AND REMOVING THE DIRECTORS OF THE Sunny View Lutheran Home. BOARD. THE DIRECTORS SHALL AT ALL TIMES CONSIST OF THOSE PERSONS WHO ARE SERVING AS MEMBERS OF THE BOARD OF DIRECTORS OF CARING HOUSING MINISTRIES. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders CARING HOUSING MINISTRIES SHALL HAVE VOTING RIGHTS WITH RESPECT TO (I) THE ELECTION AND REMOVAL OF DIRECTORS, (II) THE DISSOLUTION, LIQUIDATION, MERGER OR SALE OF THE SUBSTANTIAL ASSETS OF THE CORPORATION, (III) ADOPTING, AMENDING OR REPEALING THE ARTICLES OF INCORPORATION OF THE CORPORATION OR BYLAWS, AND (IV) SUCH OTHER MATTERS AS MAY BE PROVIDED IN THE BYLAWS OR THE NONPROFIT CORPORATION LAW OF CALIFORNIA. Form 990, Part VI, Line 11b Review of form 990 by governing body THE 990 IS REVIEWED BY THE CFO OF FRONT PORCH COMMUNITIES AND SERVICES, WHO IS AN OFFICER OF SUNNY VIEW LUTHERAN HOME. Form 990, Part VI, Line 12c Conflict of interest policy OFFICERS AND BOARD MEMBERS ARE ASKED ON AN ANNUAL BASIS IF THERE ARE ANY ACTIVITIES AND/OR AFFILIATIONS THAT WOULD POSE A CONFLICT WITH THEIR ABILITY TO SERVE ON THE BOARD OR ITEMS THAT THEY WILL NEED TO RECUSE THEMSELVES FROM VOTING. Form 990, Part VI, Line 19 Required documents available to the public GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AT THE ADMINISTRATIVE OFFICE. Form 990, Part IX, Line 11g Other Fees OUTSIDE SERVICES - Total Expense: 733866, Program Service Expense: 733866, Management and General Expenses: , Fundraising Expenses: ; FRONT PORCH COMMUNITIES AND SERVICES 800 NORTH BRAND BLVD 19TH FL GLENDALE CA 91203 954538269 AFFORDABLE SENIOR HOUSING CA 501(c)(3) 10 NA false SHIRES MEMORIAL CENTER 2185 N CALIFORNIA BLVD STE 215 WALNUT CREEK CA 94596 941558214 provide affordable housing to elderly persons CA 501(c)(3) 10 CARING HOUSING MINISTRIES true CARING HOUSING MINISTRIES 800 NORTH BRAND BLVD 19TH FL GLENDALE CA 91203 954540601 MANAGEMENT OF AFFORDABLE SENIOR HOUSING CA 501(c)(3) 10 FRONT PORCH COMMUNITIES AND SERVICES true FRONT PORCH COMMUNITIES FOUNDATION 800 NORTH BRAND BLVD 19TH FL GLENDALE CA 91203 953862907 PROVIDE FINANCIAL SUPPORT TO RESIDENTS IN RETIREMENT COMMUNITIES CA 501(c)(3) 7 FRONT PORCH COMMUNITIES AND SERVICES true COVIA AFFORDABLE COMMUNITIES 2185 N CALIFORNIA BLVD STE 215 WALNUT CREEK CA 94596 943382412 PROVIDE DIRECTION, SUPPORT SERVICES & ACTIVITIES FOR SUPPORTED ORGANIZATION CA 501(c)(3) Type II FRONT PORCH COMMUNITIES AND SERVICES true JENNINGS SENIOR HOUSING INC 2185 N CALIFORNIA BLVD STE 215 WALNUT CREEK CA 94596 113754507 PROVIDE AFFORDABLE HOUSING TO ELDERLY AND DISABLED PERSONS CA 501(c)(3) 10 CARING HOUSING MINISTRIES true COMMUNITY HOUSING INC 2185 N CALIFORNIA BLVD STE 215 WALNUT CREEK CA 94596 942264235 AFFORDABLE SENIOR HOUSING CA 501(c)(3) 10 CARING HOUSING MINISTRIES true PRESIDIO GATE APARTMENTS 2185 N CALIFORNIA BLVD STE 215 WALNUT CREEK CA 94596 680012837 PROVIDE AFFORDABLE HOUSING TO ELDERLY AND DISABLED PERSONS CA 501(c)(3) 10 CARING HOUSING MINISTRIES true BETHANY CENTER SENIOR HOUSING INC 2185 N CALIFORNIA BLVD STE 215 WALNUT CREEK CA 94596 952593423 PROVIDE AFFORDABLE HOUSING TO ELDERLY AND DISABLED PERSONS CA 501(c)(3) 10 CARING HOUSING MINISTRIES true LYTTON IV HOUSING CORPORATION 2185 N CALIFORNIA BLVD STE 215 WALNUT CREEK CA 94596 770324027 PROVIDE AFFORDABLE HOUSING TO ELDERLY AND DISABLED PERSONS CA 501(c)(3) 10 CARING HOUSING MINISTRIES true LYTTON GARDENS INC 2185 N CALIFORNIA BLVD STE 215 WALNUT CREEK CA 94596 942670036 DORMANT CA 501(c)(3) 3 FRONT PORCH COMMUNITIES AND SERVICES true Oak Center Towers 2185 N CALIFORNIA BLVD STE 215 WALNUT CREEK CA 94596 942148270 AFFORDABLE SENIOR HOUSING CA 501(c)(3) 10 CARING HOUSING MINISTRIES true FRONT PORCH ENTERPRISES 800 NORTH BRAND BLVD 19TH FL GLENDALE CA 91203 383739147 SUPPORT SERVICES CA 501(c)(3) Type I NA false Oak Centers LP 2185 N CALIFORNIA BLVD SUITE 215 WALNUT CREEK CA 94596 522456294 PROVIDE AFFORDABLE HOUSING TO ELDERLY CA NA N/A false false false false false false false false false false false false true false false false false false false