2025-09-26T11:03:58-07:00 2024-06-30 930891763 HANSEN HUNTER & COMPANY PC 7080 SW FIR LOOP SUITE 100 TIGARD OR 97223 990 2023-07-01 951809564 Brethren Hillcrest Homes BRET 9095934917 2705 Mountain View Drive La Verne CA 91750 joel brouwer CFO 2025-09-22 true true Lou McCollum P00209055 5032442134 2023 2025-03-06 01:10:19Z Matthew Neely 37779419 false X www.livingathillcrest.org X 1947 CA TO SERVE AND ENRICH THE LIVES OF OLDER PERSONS THROUGH QUALITY SERVICES AND FACILITIES. 16 15 323 75 0 817547 790699 28566370 32545055 1032508 2376359 27464 28433 30443889 35740546 0 0 14116755 15460258 0 181209 15911500 16898173 30028255 32358431 415634 3382115 124684949 124509908 84298638 77621074 40386311 46888834 TO SERVE AND ENRICH THE LIVES OF OLDER PERSONS THROUGH QUALITY SERVICES AND FACILITIES. false false 27192937 32545055 BRETHREN HILLCREST PROVIDES HOUSING, HEALTH CARE, NUTRITIONAL PROGRAMS, ACTIVITIES, AND RELATED SERVICES TO THE AGING. HILLCREST SEEKS TO PROVIDE THE HIGHEST LEVEL OF RESIDENTIAL AND CARE SERVICES TO ITS RESIDENTS. HILLCREST HAS APPROXIMATELY 379 RESIDENTS IN THEIR INDEPENDENT LIVING, ASSISTED LIVING AND SKILLED NURSING ACCOMMODATIONS. 27192937 true true false true false false false false false true true false false true true false true false false false false false false false true false false false false true true false false false false false false false false false false false false false false false false false false false true 90 0 true 323 true false false false false false false false 0 false false false false false false false X 16 15 false false true false false false false true true false false true true true true true true true true false CA X julie chai 9095934917 2705 Mountain View Drive La Verne CA 917504398 Matthew Neeley President & CEO 40.00 0.00 X X 280019 0 40397 Keith Kasin COO 40.00 0.00 X 197631 0 2258 Joel Brouwer CFO 40.00 0.00 X 186519 0 0 Julie Chai Controller 40.00 0.00 121168 0 33513 Kimberly Mashburn Nursing Director 40.00 0.00 143671 0 8950 Scott Frederick Sr. HR director 40.00 0.00 108481 0 25679 Shirley Turner Dir. of Marketing 40.00 0.00 117890 0 13830 Daniel Townsend Facilities Dir. 40.00 0.00 116318 0 4383 Dale Stanley CHAIR 2.00 0.00 X X 0 0 0 Jackie Doud Vice Chair 1.00 0.00 X X 0 0 0 Christine Meek JULY-DEC Secretary 0.50 0.00 X X 0 0 0 Kitty Garvey JAN-JUNE Secretary 0.50 0.00 X X 0 0 0 DeWayne McMullin Treasurer 0.50 0.00 X X 0 0 0 Thomas Allison Director 0.50 0.00 X 0 0 0 Kathy Duncan JULY-DEC Director 0.50 0.00 X 0 0 0 Shireen Fatemi Director 0.50 0.00 X 0 0 0 Dot Hess Director 1.00 0.00 X 0 0 0 Robert Johnston JULY-DEC Director 0.50 0.00 X 0 0 0 Patrick Joyce Director 0.50 0.00 X 0 0 0 Dan Lane Director 1.00 0.00 X 0 0 0 Donna Redman Director 0.50 0.00 X 0 0 0 Linda Saddlemire JULY-DEC Director 1.00 0.00 X 0 0 0 Barbara Smythe Director 1.00 0.00 X 0 0 0 Susan Tenorio JULY-DEC Director 0.50 0.00 X 0 0 0 Tina Wang Director 0.50 0.00 X 0 0 0 Mike Welch Director 0.50 0.00 X 0 0 0 Carol Wheatley Director 0.50 0.00 X 0 0 0 Russ Matteson Exec. Minister 0.50 0.00 X X 0 0 0 1271697 129010 8 false true false All American Healthcare Services 494 Broad Street 4th Floor Newark NJ 07102 Staffing services 627201 Morrison Management Specialists PO Box 102289 Atlanta GA 30368 Food Service Mangement 1183813 Rehab Alliance 16030 Ventura Blvd Ste 450 Encino CA 91436 REhabilitation services 534037 Air Temperature Inc 3140 Maxson Road El monte CA 91732 Construction 369010 LJS Enterprises 154-A West Foothill Blvd 243 Upland CA 91786 Construction 271193 10 352851 437848 790699 ASSISTED LIVING CARE 623000 7493139 7493139 FEES & CONTRACT GOV AGEN 623000 2367576 2367576 HEALTH SERVICES 623000 2656146 2656146 RESIDENT SERVICES 623000 1923608 1923608 RESIDENTIAL LIVING 531110 17994050 17994050 110536 110536 32545055 2462880 2462880 0 0 0 1936846 720 2024087 -87241 720 -86521 -86521 352851 11316 -11316 -11316 9310 3470 5840 -3470 0 Cell Tower Lease Income 531190 33909 33909 33909 35740546 32545055 2395482 0 0 0 0 716113 716113 0 11371402 10178907 1062844 129651 425066 367481 51593 5992 1403528 1235449 148144 19935 1544149 1402260 131967 9922 815072 815072 47731 47731 59650 59650 0 0 0 3007431 2384189 623242 96219 95085 1134 76474 76474 0 0 1487002 1189901 297101 22502 10779 11723 0 0 2055701 1821821 233880 0 5176268 4868303 307965 621327 490848 130479 FOOD 1447098 1447098 SUPPLIES 655464 602238 51601 1625 License & Fees 395855 304201 78704 12950 REPAIRS & MAINTENANCE 251371 251371 683008 638091 44917 32358431 27192937 4984285 181209 9489798 4145990 1189800 1613205 0 922823 1014423 0 0 2451700 2111833 79151 82529 200438 352198 147028483 75308804 70582586 71719679 32055817 34912335 0 0 0 7712836 8557716 124684949 124509908 2233640 2535955 43079967 43171325 37885000 30935000 354909 262323 745122 716471 84298638 77621074 X 27792549 33659093 12593762 13229741 40386311 46888834 124684949 124509908 3382115 3120408 X false true X true false X 1292155 1013768 495717 817547 790699 4409886 25213276 25614108 27104960 28566370 32545055 139043769 0 0 0 26505431 26627876 27600677 29383917 33335754 143453655 0 0 143453655 877552 775586 1159891 2007964 2462880 7283873 -46248 43364 -2884 831304 818950 1159891 2007964 2462880 7280989 0 58686 81908 117996 27464 28433 314487 27395421 27528734 28878564 31419345 35827067 151049131 0.94970 0.95720 0.04820 0.04000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false false false true 4696 4696 false false Part II-B, Line 1i - Other Activities Description Hillcrest pays membership dues to LeadingAge. LeadingAge California devoted approximately 17% of membership dues to lobbying activities and Leading Age National devoted 1.5% of due collected to lobbying activities. Part IV - Additional Information 26114046 563031 1845603 28522680 24130360 674297 1309389 26114046 26704562 552707 -3126909 24130360 21974100 964182 3766280 26704562 20950799 1021816 1144514 23117129 0.69180 0.30820 false false false 7544760 7544760 126068235 67318661 58749574 7655282 5609101 2046181 5760206 2381042 3379164 71719679 uNAMORTIZED DEBT ISSUANCE COST 510651 8557716 ANNUITIES PAYABLE 557705 Refundable Advance 59250 REFUNDABLE DEPOSITS 99516 716471 37898748 3120408 14786 3135194 34763554 976992 976992 35740546 31396225 14786 14786 31381439 976992 976992 32358431 Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 fundraising expense grouped with revenue $14786 Part XI, Line 4b: Other revenue amounts included on 990 but not included in F/S REvenue grouped with expenses $976992 Part XII, Line 2d: Other expenses and losses per audited F/S fundraising expense grouped with revenue $14786 Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S REvenue grouped with expenses $976992 X X X X X X false CA Luck of the draw 352851 352851 11316 352851 352851 11316 11316 -11316 X X false false false false false false false false false Joel Brouwer CFO 186519 186519 Julie Chai Controller 106168 15000 4591 28922 154681 Keith Kasin COO 192631 5000 2258 199889 Kimberly Mashburn Nursing Director 140671 3000 832 8118 152621 Matthew Neeley President & CEO 280019 11475 28922 320416 A California Municipal Fin 201563466 2020-07-01 39590000 CONSTRUCTION OF FACILITIES false A 8655000 42610000 648011 false false true true A false false false false false true false false true A true false false false false false false A true Part VI Rebate calculation was performed on June 30, 2019. Form 990, Part VI, Section A, Line 4 The Bylaws were amended on August 21, 2023, to revise officer term limits and selection procedures. Prior term limits that restricted THE Chair, Vice Chair, Secretary, AND Treasurer to no more than two consecutive one-year terms was removed. Officers may now serve up to three consecutive one-year terms, with variances allowed at the Boards discretion upon recommendation by the Nominating Committee. Form 990, Part VI, Section B, Line 11b THE FORM 990 IS REVIEWED AND APPROVED BY THE BOARD'S EXECUTIVE COMMITTEE PRIOR TO FILING. Form 990, Part VI, Section B, Line 12c CONFLICT OF INTEREST STATEMENTS ARE SIGNED EACH YEAR AND REVIEWED BY THE COMPLIANCE COMMITTEE. MEMBERS WITH CONFLICTS ABSTAIN FROM VOTING WHEN A CONFLICT IS RECOGNIZED. Form 990, Part VI, Section B, Line 15a THE HILLCREST COMPENSATION COMMITTEE IS CHARGED WITH DETERMINING COMPENSATION FOR THE CEO, EXECUTIVE DIRECTOR, OR TOP MANAGEMENT OFFICIAL USING COMPARIBILITY DATA AND/OR CONTEMPORANEOUS SUBSTANTIATION AND DELIBERATION.HILLCREST'S BOARD, WORKING THROUGH THE COMPENSATION COMMITTEE AND THE CEO, REGULARLY REVIEW THE DESIGN AND ADMINISTRATION OF REWARD PLANS AND THE OVERALL APPROACH TO REWARDING ASSOCIATES. Form 990, Part VI, Section B, Line 15b COMPENSATION IS DETERMINED USING COMPARIBILITY DATA AND/OR CONTEMPORANEOUS SUBSTANTIATION AND DELIBERATION BY THE CEO.HILLCREST'S BOARD, WORKING THROUGH THE COMPENSATION COMMITTEE AND THE CEO, REGULARILY REVIEW THE DESIGN AND ADMINISTRATION OF REWARD PLANS AND THE OVERALL APPROACH TO REWARDING ASSOCIATES. Form 990, Part VI, Section C, Line 19 ALL GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. Statement Note 1 QUESTION 9 - UNRELATED BUSINESS TAXABLE INCOME:----------------------------------------------THE ACTIVITY WHICH PRODUCED UNRELATED BUSINESS TAXABLE INCOME IS DINING AND CATERING SERVICES AT THE MEETING HOUSE WHICH IS LOCATED AT 2705 MOUNTAIN VIEW DR., LA VERNE, CA 91750. HOWEVER, THIS ACTIVITY HAS PRODUCED A LOSS FOR EACH YEAR IT HAS BEEN CONDUCTED.THERE WERE 87 DAYS THE CATERING SERVICES PROVIDED DURING THE FISCAL YEAR ENDED 6/30/2020.ALL ACTIVITIES ARE CONDUCTED WITHIN THE STATE OF CALIFORNIA.