2025-03-11T14:59:31-05:00 2024-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 18500 VON KARMAN AVE 10TH FLOOR IRVINE CA 92612 990 2023-07-01 942940176 BAYWOOD COURT BAYW 5107332102 21966 DOLORES STREET CASTRO VALLEY CA 94546 MATT NEAL CEO 5107332102 2025-03-04 1 0 BRIAN YACKER P00401346 9492222999 2025-03-04 2023 2025-03-06 01:10:19Z MATT NEAL 21966 DOLORES STREET CASTRO VALLEY CA 94546 36819137 0 X WWW.BAYWOODCOURT.ORG X 1984 CA OPERATION OF A SKILLED NURSING, AND INDEPENDENT AND ASSISTED LIVING FACILITY. 7 7 313 7 0 0 130438 27480 24203657 25284826 434432 1070389 10536 24726 24779063 26407421 171720 141809 0 0 13316669 13601474 0 0 4123 9300668 9741600 22789057 23484883 1990006 2922538 45353524 47198946 19451519 18176159 25902005 29022787 BAYWOOD COURT IS COMMITTED TO SENIORS SO THAT THEY MAY LIVE IN HEALTH, HAPPINESS AND DIGNITY. 0 0 8426491 6480 10802731 SKILLED NURSING: THE 56 BED HEALTH CENTER PROVIDES SKILLED NURSING CARE TO BAYWOOD COURT RESIDENTS AND THE SURROUNDING CASTRO VALLEY COMMUNITY. 7725876 126929 10251382 INDEPENDENT LIVING:BAYWOOD COURT PROVIDES 170 SENIOR INDEPENDENT LIVING UNITS WITH A WIDE RANGE OF SOCIAL ACTIVITIES DESIGNED TO KEEP SENIORS ENGAGED. 3226039 8400 4230713 ASSISTED LIVING:BAYWOOD COURT HAS 49 ASSISTED LIVING UNITS THAT PROVIDE A GREATER LEVEL OF CARE FOR SENIORS THAT REQUIRE ADDITIONAL ASSISTANCE. 19378406 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 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 69 0 1 313 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 0 0 CA X LISA RAY 5107332404 21966 DOLORES STREET CASTRO VALLEY CA 94546 MATT NEAL CEO 40.00 X 296354 0 24641 KULWINDER BHATIA DIRECTOR OF NURSING 40.00 X 183347 0 21545 LISA RAY CONTROLLER 40.00 X 187196 0 5938 DIPA GUPTA ADMINISTRATOR 40.00 X 173637 0 13425 NATE RUNAS DIRECTOR OF OPERATIONS 40.00 X 169313 0 17296 KIM KONIG HR DIRECTOR 40.00 X 164857 0 19711 VALERIE HOLDSWORTH MARKETING DIRECTOR 40.00 X 151615 0 12460 KAREN HELLER MARKETING DIRECTOR 40.00 X 140874 0 15181 MELVIN MENDOZA MAINTENANCE DIRECTOR 40.00 X 134631 0 11817 MARIA GARSAIN CLINICAL CARE COORDINATOR 40.00 X 134886 0 6359 MANJOT KAUR AL DIRECTOR 40.00 X 123702 0 13415 ALLAN ABINSAY MAINTENANCE SUPERVISOR 40.00 X 114525 0 19196 GEORGE BISCHALANEY CHAIR 1.00 X X 0 0 0 BRUCE JOHNSON VICE CHAIR 1.00 X X 0 0 0 DEV MAHADEVAN TREASURER 1.00 X X 0 0 0 ROLAND WILLIAMS SECRETARY 1.00 X X 0 0 0 NANCY DYAR DIRECTOR 1.00 X 0 0 0 JENNIFER REED DIRECTOR 1.00 X 0 0 0 ELKE SOMMER DIRECTOR 1.00 X 0 0 0 1974937 0 180984 16 0 1 0 SELECT REHAB PO BOX 71985 CHICAGO IL 60694 REHABILITATION 717365 RCP CONSTRUCTION 5180 GOLDEN FOOTHILL PKWY ELDORADO HILLS CA 95762 CONSTRUCTION 487765 ALAN'S LANDSCAPE PO BOX 63 MT EDEN CA 94557 LANDSCAPING 301050 MISSION LINEN 6590 CENTRAL LANE NEWARK CA 94561 LINEN SERVICE 254314 PIKE & PHAM 132 HAMERTON AVE SAN FRANCISCO CA 94131 MARKETING AND PR 180535 19 27480 27480 SKILLED NURSING 623000 10802731 10802731 INDEPENDENT LIVING 623000 10251382 10251382 ASSISTED LIVING 623000 4230713 4230713 25284826 599410 599410 21682 1066 20616 20616 20616 10859934 10388955 470979 470979 470979 25805 21695 4110 4110 26407421 25284826 0 1095115 141809 141809 1296588 170522 1126066 10070139 9211452 858687 236455 232233 4222 1156967 1001633 155334 841325 699943 141382 6776 6776 88115 88115 147050 147050 789558 568674 220884 179139 179139 824534 566469 253942 4123 375176 375176 847810 821118 26692 608913 588843 20070 1717147 1660549 56598 470614 244154 226460 ANCILLARY PATIENT CARE 1342131 1342131 FOOD SERVICES 1310704 1310704 REPAIRS & MAINTENANCE 459930 444771 15159 BED TAX 354436 354436 219567 18965 200602 23484883 19378406 4102354 4123 3395 3395 276600 1240710 1200954 1529594 452176 487767 40885655 22052855 17928675 18832800 25401744 25000132 89980 104548 45353524 47198946 2781867 2824660 15771265 14344033 898387 1007466 19451519 18176159 X 25842049 28960946 59956 61841 25902005 29022787 45353524 47198946 X 2922538 1698244 -1500000 X X 0 1 X 1 0 X 254212 130438 27480 412130 21668739 24203657 25284826 71157222 26040 25805 51845 21922951 24360135 25338111 71621197 0 2088038 2088038 2088038 2088038 69533159 493283 553051 621092 1667426 493283 553051 621092 1667426 640 640 22416874 24913186 25959203 73289263 0.94870 0.97790 0.02280 0.02210 X 26475 26475 26475 26475 26475 26475 26475 26475 26475 26475 0.00000 1.00000 0.00000 0 0 2952136 2952136 36551211 21204674 15346537 1382308 848181 534127 18832800 TENANT DEPOSITS 1007466 1007466 X 26222160 1698244 -1737521 -39277 26261437 147050 -1066 145984 26407421 23101378 1066 1066 23100312 147050 237521 384571 23484883 PART V, LINE 4: PROVIDE GRANTS FOR RESIDENT HARDSHIP IN MEETING RENT OBLIGATIONS. RESIDENTS THAT HAVE LIVED AT BAYWOOD LONGER THAN SEVEN YEARS CAN APPLY AND, IF THEY MEET THE FINANCIAL CRITERIA THAT PROVES A HARDSHIP, A GRANT WILL BE CONSIDERED. PART X, LINE 2: BWC IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND CALIFORNIA REVENUE AND TAXATION CODE, SECTION 23701D. ACCORDINGLY, IT HAS NOT PROVIDED FOR INCOME TAXES IN THESE FINANCIAL STATEMENTS. EACH YEAR, MANAGEMENT CONSIDERS WHETHER ANY MATERIAL TAX POSITION THE BWC HAS TAKEN IS MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPLICABLE TAXING AUTHORITY. MANAGEMENT BELIEVES THAT ANY POSITIONS BWC HAS TAKEN ARE SUPPORTED BY SUBSTANTIAL AUTHORITY AND, HENCE, DO NOT NEED TO BE MEASURED OR DISCLOSED IN THESE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: HOUSING DISCOUNT -114,329. LOSS ON DISPOSAL OF PROPERTY AND EQUIPMENT -123,192. DISTRICT DISTRIBUTION -1,500,000. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSE -1,066. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSE 1,066. PART XII, LINE 4B - OTHER ADJUSTMENTS: HOUSING DISCOUNT 114,329. LOSS ON DISPOSAL OF PROPERTY 123,192. 1 RESIDENT ASSISTANCE 3 114329 SCHOLARSHIPS 15 27480 PART I, LINE 2: A RESIDENT APPLIES FOR FINANCIAL AID BY FILLING OUT THE AID FORM AND IDENTIFYING ASSETS AND INCOME. THE COMMITTEE CONSISTING OF A BOARD MEMBER AND THE CEO REVIEW THE ANONYMOUS AID FORM REQUESTS AND CALCULATES THE AMOUNT OF FINANCIAL AID THE RESIDENT QUALIFIES FOR. INDEPENDENT LIVING AND ASSISTED LIVING RESIDENTS THAT HAVE LIVED AT BAYWOOD COURT FOR 7 YEARS OR LONGER ARE ELIGIBLE TO APPLY. RESIDENTS MUST APPLY ANNUALLY FOR AID. THE AID IS SUBTRACTED MONTHLY FROM RENT OWED TO BAYWOOD. X X X 0 0 0 0 0 1 0 0 0 MATT NEAL CEO 275378 0 20976 0 0 0 10098 0 14543 0 320995 0 0 0 KULWINDER BHATIA DIRECTOR OF NURSING 169120 0 14227 0 0 0 7343 0 14202 0 204892 0 0 0 LISA RAY CONTROLLER 171696 0 15500 0 0 0 5853 0 85 0 193134 0 0 0 DIPA GUPTA ADMINISTRATOR 158083 0 15554 0 0 0 7045 0 6380 0 187062 0 0 0 NATE RUNAS DIRECTOR OF OPERATIONS 155813 0 13500 0 0 0 6943 0 10353 0 186609 0 0 0 KIM KONIG HR DIRECTOR 150607 0 14250 0 0 0 6162 0 13549 0 184568 0 0 0 VALERIE HOLDSWORTH MARKETING DIRECTOR 93945 0 57670 0 0 0 6202 0 6258 0 164075 0 0 0 KAREN HELLER MARKETING DIRECTOR 83204 0 57670 0 0 0 5798 0 9383 0 156055 0 0 0 PART I, LINE 6 THE CEO COMPENSATION IS INDIRECTLY TIED TO NET EARNINGS. A CALIFORNIA MUNICIPAL FINANCE AUTHORITY 7625000 TO FINANCE MASTER PLAN PROJECTS 0 0 0 A 7625000 375335 0 0 1 1 A 0 0 0 0 0 0 0 0 0 A 0 FORM 990, PART VI, SECTION A, LINE 8B NO COMMITTEES HAVE THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD RECEIVES THE DRAFT OF THE 990 VIA EMAIL AND HAS TIME TO RESPOND WITH QUESTIONS/CONCERNS. THEN THE 990 IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY COVERS POTENTIAL FINANCIAL OR FIDUCIARY CONFLICTS OF INTEREST CONFRONTING OFFICERS, INCLUDING BOARD MEMBERS, AND EMPLOYEES AND RELATIONSHIPS BETWEEN THE CORPORATION AND OTHER ENTITIES GIVING RISE TO POTENTIAL CONFLICTS. REPORTING ACTUAL OR POTENTIAL CONFLICTS IS TO BE MADE TO THE CORPORATION THROUGH MANAGEMENT OR THE BOARD OF DIRECTORS, AS APPROPRIATE. THE FULL BOARD OR A COMMITTEE EVALUATES BOARD LEVEL CONFLICT SITUATIONS AND SENIOR MANAGEMENT WOULD REVIEW ANY MANAGEMENT LEVEL CONFLICT SITUATIONS. CONFLICTS ARE HANDLED BY REMOVING THE CONFLICTED INDIVIDUAL FROM THE DECISION MAKING PROCESS OR BY NOT PROCEEDING WITH THE TRANSACTION GIVING RISE TO THE POTENTIAL CONFLICT. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD HAS REVIEWED THE GEOGRAPHIC COMPENSATION SURVEY FOR COMPARABLE SALARIES, DONE A REVIEW OF PERFORMANCE AND ADDRESSED THE BASIC COMPENSATION AND BONUS, BASED ON GOALS SET. THE COMPENSATION WAS LAST REVIEWED JUNE 2024. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC BY REQUEST OF THE CEO. FORM 990, PART XI, LINE 9: DISTRICT DISTRIBUTION -1,500,000. FORM 990, PART XII, LINE 2C: THE ORGANIZATION DID NOT CHANGE ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR.