2026-07-30T14:19:30-05:00 2025-09-30 390859910 BAKER TILLY ADVISORY GROUP LP 333 BUSH STREET STE 1000 SAN FRANCISCO CA 94104 990 2024-10-01 237085414 THE REDWOODS A COMMUNITY OF SENIORS REDW 4153832741 40 CAMINO ALTO MILL VALLEY CA 94941 KYLE RUTH-ISLAS CHIEF EXECUTIVE OFFICER 4153832741 2026-07-29 1 1 MICHAEL LUMSDEN P01262236 4159561500 2026-07-29 2024 2025-03-06 01:10:19Z KYLE RUTH-ISLAS 40 CAMINO ALTO MILL VALLEY CA 94941 32061373 0 X WWW.THEREDWOODS.ORG X 1970 CA THE REDWOODS IS A MULTI-LEVEL RETIREMENT FACILITY PROVIDING AFFORDABLE HOUSING FOR SENIORS. 15 15 210 225 0 0 801558 1165693 26064252 29094555 447759 1609997 169154 191128 27482723 32061373 0 0 0 0 14292777 15022666 0 0 403719 11700024 12065887 25992801 27088553 1489922 4972820 56156238 59444625 22987217 21387949 33169021 38056676 X THE MISSION OF THE REDWOODS IS TO MAINTAIN A CREATIVE, AFFORDABLE COMMUNITY THAT PROMOTES GOOD HEALTH, WELL-BEING, AND SECURITY FOR A DIVERSE GROUP OF SENIORS. 0 0 6997180 0 9548730 HEALTH CARE CENTER (HCC) - THE HEALTH CARE CENTER HAS 58 BEDS IN PRIVATE AND SEMI-PRIVATE ROOMS. IT IS A LICENSED, SKILLED NURSING FACILITY FOR RESIDENTS REQUIRING 24-HOUR NURSING CARE. THE CENTER PROVIDES THREE MEALS DAILY ALONG WITH DAILY HOUSEKEEPING, AND LINEN AND LAUNDRY SERVICE. AS IN ASSISTED LIVING, THERE IS AN ACTIVITIES COORDINATOR AND A SOCIAL WORKER IN HCC WHO DESIGN PROGRAMS, SERVICES, AND ACTIVITIES THAT ARE SPECIALLY SUITED TO THE NEEDS OF THESE RESIDENTS. IN ADDITION, THERE IS WIFI ACCESS. MEDI-CAL AND MEDICARE ARE AVAILABLE TO QUALIFYING RESIDENTS. 4545575 0 10001291 ASSISTED LIVING - THE ASSISTED LIVING PROGRAM IS LICENSED UNDER THE ORGANIZATION'S RESIDENTIAL CARE FACILITY FOR THE ELDERLY (RCFE) LICENSE AND INCLUDES 118 ASSISTED LIVING APARTMENTS (AL) AND 12 MEMORY CARE UNITS (MC). APARTMENT TYPES INCLUDE STUDIOS, STUDIOS WITH SNACK CENTER, AND ONE-BEDROOM UNITS WITH A SNACK CENTER. RESIDENCY IN AL AND MC INCLUDE: 3 MEALS DAILY IN THE REDWOODS' DINING ROOM, WEEKLY HOUSEKEEPING, AND LINEN SERVICE. IN ADDITION, THERE IS WIFI ACCESS, A FULL-TIME SOCIAL WORKER, AND A STAFF NURSE AVAILABLE DURING THE DAY, SEVEN DAYS A WEEK. COMPREHENSIVE PROGRAMS AND ACTIVITIES ARE AVAILABLE AT NO ADDITIONAL COST. IN AL, SERVICES TO ASSIST WITH ACTIVITIES OF DAILY LIVING SUCH AS MEDICATION MANAGEMENT, ASSISTANCE WITH SHOWERING, ASSISTANCE WITH DRESSING, AND LAUNDRY ARE AVAILABLE TO PURCHASE. IN MC, ALL SERVICES TO ASSIST WITH ACTIVITIES OF DAILY LIVING ARE INCLUDED. 2595437 0 9498934 INDEPENDENT LIVING APARTMENTS (ILA) - THERE ARE 146 1-BEDROOM APARTMENTS AND TWO 2-BEDROOM APARTMENTS, EACH WITH A FULL ELECTRIC KITCHEN, WIFI ACCESS, PHONE HOOK-UP, PATIO OR BALCONY; 60 OF THE 1-BEDROOM APARTMENTS ARE FOR RESIDENTS WHO QUALIFY FOR RENTAL SUPPORT THROUGH THE SECTION 8 PROGRAM OF THE U.S. DEPARTMENT OF HOUSING & URBAN DEVELOPMENT. UTILITIES ARE INCLUDED, AS WELL AS THE OPPORTUNITY TO PARTICIPATE IN MEAL PROGRAMS IN THE REDWOODS' FULL-SERVICE DINING ROOM. RESIDENTS IN ILA HAVE ACCESS TO A FULL-TIME SOCIAL WORKER SEVEN DAYS A WEEK AND A FULL RANGE OF PROGRAMS AND ACTIVITIES AT NO ADDITIONAL COST. 8603490 0 45600 OTHER PROGRAM SERVICES PROVIDED INCLUDE RESIDENT PROGRAMS (INCLUDING ENTERTAINMENT, LECTURES, SOCIAL GROUPS, AND EXERCISE IN THE WELLNESS CENTER), OPERATIONS, AND DINING SERVICES. 8603490 0 45600 22741682 1 1 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 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 76 0 1 210 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X HOLLY RICHERSON 4153832741 40 CAMINO ALTO MILL VALLEY CA 94941 JANET HINES BOARD PRESIDENT 2.00 X X 0 0 0 ANDREA FLYNN BOARD VICE PRESIDENT 2.00 X X 0 0 0 RICHARD C RONALD BOARD TREASURER 2.00 X X 0 0 0 LAURA H SMITH BOARD SECRETARY 2.00 X X 0 0 0 DANIEL D BIKLE BOARD MEMBER 2.00 X 0 0 0 MARGARET CHU LUCACCINI BOARD MEMBER 2.00 X 0 0 0 JIM DAY BOARD MEMBER (THRU 12/2024) 2.00 X 0 0 0 PETER GORDON BOARD MEMBER 2.00 X 0 0 0 BOB HARMON BOARD MEMBER 2.00 X 0 0 0 BRITTANY IMWALLE BOARD MEMBER 2.00 X 0 0 0 CAROLINE JOACHIM BOARD MEMBER 2.00 X 0 0 0 VERA MEISLIN BOARD MEMBER 2.00 X 0 0 0 BURTON MILLER FAIA BOARD MEMBER 2.00 X 0 0 0 KENDRA POLLACK BOARD MEMBER 2.00 X 0 0 0 DAVID S RAND BOARD MEMBER 2.00 X 0 0 0 BOB REYNOLDS BOARD MEMBER 2.00 X 0 0 0 J HUNTER MOORE CEO (THRU 12/2024) 40.00 X 358576 0 12035 KYLE RUTH-ISLAS CEO (START 1/2025) 40.00 X 236330 0 12035 HOLLY RICHERSON CFO (START 3/2024) 40.00 X 163867 0 9464 LOUISE HECKER CONTROLLER 40.00 X 186329 0 12035 NOVA VERDADERO REGISTERED NURSE 40.00 X 185693 0 9785 CHRISTIAN MILLS FUND DEVELOPMENT DIRECTOR 40.00 X 183352 0 12035 POLLY ANNE WRIGHT INFECTION PREV & DIR OF STAFF DEV 40.00 X 183002 0 12035 WILLIAM FOSTER DIRECTOR OF COMMUNITY RELATIONS 40.00 X 173050 0 12035 1670199 0 91459 25 0 1 0 THURSTON CONSTRUCTION CO INC PO BOX 288 PENNGROVE CA 94951 BUILDING CONTRACTOR 1022464 JESUS CASTILLO VASQUEZ 926A DIABLO AVENUE SUITE 252 NOVATO CA 94947 BUILDING CONTRACTOR 437388 TWOMAGNETS INC PO BOX 103125 PASADENA CA 91189 REGISTRY - TEMPORARY WORKERS 371379 REHAB ALLIANCE 16030 VENTURA BLVD SUITE 450 ENCINO CA 91436 REHAB THERAPY SERVICES 346883 TIBERIO F DEMELO (DBA LAUNDER IT) 27 MILLER AVE MILL VALLEY CA 94941 LAUNDRY SERVICES 287790 15 30000 1135693 112643 1165693 HEALTH CARE RENTAL INCOME 623000 9448718 9448718 INDEPENDENT LIVING RENTAL INCOME 623000 9366049 9366049 ASSISTED LIVING RENTAL INCOME 623000 8378587 8378587 SERVICE/PROCESSING FEES 623000 1786359 1786359 QUALITY ASSURANCE FEE 623000 101484 101484 13358 13358 29094555 643448 643448 18782 0 18782 18782 18782 966549 0 966549 966549 966549 EMPLOYEE/GUEST MEALS 722514 167672 167672 MISCELLANEOUS REVENUE 900099 4674 4674 172346 32061373 29094555 0 1801125 X 665263 217328 409047 38888 11527927 9543544 1747959 236424 248168 208461 34955 4752 1669681 1490969 159915 18797 911627 741934 150119 19574 169231 169231 133035 133035 3542812 2775236 759428 8148 54134 36077 18057 137987 92193 23453 22341 277021 143205 132689 1127 1838994 1767314 54318 17362 6895 251 6024 620 49348 11296 38052 569503 569503 2713668 2697460 13609 2599 594826 594826 OPERATING SUPPLIES 575514 571741 1906 1867 REPAIRS & MAINTENANCE 520265 520265 LICENSES & FEES 514499 511543 2837 119 RESIDENT SERVICES 167460 167460 200695 117153 70498 13044 27088553 22741682 3943152 403719 439125 761364 10773164 9075779 1013909 1131882 8469 8469 121863 297999 58142092 22010321 37080242 36131771 6719466 12035362 0 1999 56156238 59444625 2796690 2513451 26604 26604 20031290 18718238 132633 129656 22987217 21387949 X 27315605 31396493 5853416 6660183 33169021 38056676 56156238 59444625 4972820 -85165 0 X 0 1 X 1 1 1 X 3803108 1073723 1014817 801558 1165693 7858899 22265788 23069559 23933167 26064252 29094555 124427321 26068896 24143282 24947984 26865810 30260248 132286220 1087327 77613 90408 107310 540524 1903182 0 1087327 77613 90408 107310 540524 1903182 130383038 324028 314674 472450 620458 662230 2393840 324028 314674 472450 620458 662230 2393840 133848 126887 137896 151631 172346 722608 26526772 24584843 25558330 27637899 31094824 135402668 0.96290 0.96730 0.01770 0.01630 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 133,848. 2021 AMOUNT: $ 126,887. 2022 AMOUNT: $ 137,896. 2023 AMOUNT: $ 151,631. 2024 AMOUNT: $ 172,346. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5533103 924016 582109 7039228 4561681 971422 5533103 4071131 490550 4561681 4981048 -909917 4071131 4274283 706765 4981048 0.06563 0.50855 0.42582 1 0 587687 587687 52677925 20072546 32605379 4786381 1937775 2848606 90099 90099 36131771 SECURITY DEPOSITS 129656 129656 X 31976208 -85165 -85165 32061373 0 32061373 27088553 0 27088553 0 27088553 PART V, LINE 4: THE RESIDENT ENDOWMENT SUPPORTS A RESIDENT RENTAL ASSISTANCE FUND. THE GENERAL ENDOWMENT SUPPORTS GENERAL OPERATIONS. PART X, LINE 2: THE ORGANIZATION IS A NOT-FOR-PROFIT CORPORATION AND HAS BEEN RECOGNIZED AS TAX-EXEMPT PURSUANT TO SECTION 501(C)(3) AND SECTION 23701(D) OF THE INTERNAL REVENUE CODE AND CALIFORNIA REVENUE AND TAXATION CODE, RESPECTIVELY. X X 0 0 0 0 0 0 0 1 0 J HUNTER MOORE CEO (THRU 12/2024) 299727 0 14903 0 43946 0 2250 0 9785 0 370611 0 0 0 KYLE RUTH-ISLAS CEO (START 1/2025) 223676 0 12654 0 0 0 2250 0 9785 0 248365 0 0 0 LOUISE HECKER CONTROLLER 165909 0 20420 0 0 0 2250 0 9785 0 198364 0 0 0 NOVA VERDADERO REGISTERED NURSE 182245 0 3448 0 0 0 0 0 9785 0 195478 0 0 0 CHRISTIAN MILLS FUND DEVELOPMENT DIRECTOR 174868 0 8484 0 0 0 2250 0 9785 0 195387 0 0 0 POLLY ANNE WRIGHT INFECTION PREV & DIR OF STAFF DEV 180301 0 2701 0 0 0 2250 0 9785 0 195037 0 0 0 WILLIAM FOSTER DIRECTOR OF COMMUNITY RELATIONS 149571 0 23479 0 0 0 2250 0 9785 0 185085 0 0 0 HOLLY RICHERSON CFO (START 3/2024) 158052 0 5815 0 0 0 2125 0 7339 0 173331 0 0 0 PART I, LINE 7 THE ORGANIZATION PAID BONUSES TO CERTAIN EMPLOYEES OF THE ORGANIZATION LISTED ON FORM 990, PART VII AND SCHEDULE J WHICH WERE NOT SPECIFIED IN A CONTRACT NOR WITH A FIXED FORMULA AND FOR WHICH DISCRETION WAS UTILIZED TO DETERMINE THE AMOUNT OF BONUS AND/OR WHETHER THE BONUS PAYMENT SHOULD BE MADE. ACCORDINGLY, THESE PAYMENTS WOULD BE CONSIDERED NON-FIXED PAYMENTS. X 2 112643 FAIR MARKET VALUE 0 0 1 1 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS RECEIVED (DEFINED AS EACH SEPARATE GIFT) IN SCHEDULE M, PART I, COLUMN (B). PART I, LINE 32B: THE ORGANIZATION CONTRACTS WITH CHARITABLE ADULT RIDES & SERVICES (CARS), A CALIFORNIA NONPROFIT CORPORATION AND UNRELATED THIRD-PARTY WHICH OPERATES A VEHICLE DONATION PROGRAM THAT BENEFITS THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS ONE MEMBER, THE COMMUNITY CHURCH OF MILL VALLEY. WHILE NOT OUTLINED AS A MEMBER PER THE ORGANIZATION'S GOVERNING DOCUMENTS, THE COMMUNITY CHURCH OF MILL VALLEY WOULD MEET THE DEFINITION OF "MEMBER" PER THE INSTRUCTIONS FOR FORM 990, PART VI, SECTION A, LINE 6 IN THAT IT HAS THE POWER TO ELECT MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7A ACCORDING TO THE BYLAWS OF THE REDWOODS, AS LONG AS THE COMMUNITY CHURCH OF MILL VALLEY EXISTS AND FUNCTIONS AS A CHURCH, INDIVIDUALS NOMINATED TO SERVE AS DIRECTORS ON THE BOARD OF THE REDWOODS MUST HAVE THE APPROVAL OF THE BOARD OF THE COMMUNITY CHURCH OF MILL VALLEY. ADDITIONALLY, AT LEAST TWO MEMBERS OF THE BOARD OF DIRECTORS SHALL, AT ALL TIMES, BE MEMBERS OF THE COMMUNITY CHURCH OF MILL VALLEY. FORM 990, PART VI, SECTION A, LINE 7B THE ADOPTION OF NEW BYLAWS OR AMENDMENT OF THE CURRENT BYLAWS MUST BE APPROVED BY THE BOARD OF DIRECTORS OF THE COMMUNITY CHURCH OF MILL VALLEY (SO LONG AS IT IS EXISTING AND ACTIVELY FUNCTIONING AS A CHURCH) IF SUCH REVISIONS CALL FOR A CHANGE TO SECTION 3.4 OF THE BYLAWS, WHICH PROVIDES THAT THE COMMUNITY CHURCH OF MILL VALLEY SHALL APPROVE OF ALL DIRECTORS, AND ALSO HAS THE RIGHT TO WITHDRAW APPROVAL FOR ANY DIRECTOR AT ANY TIME. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT TAX PROFESSIONAL IN CONJUNCTION WITH THE ORGANIZATION'S FINANCE AND ACCOUNTING DEPARTMENT. A DRAFT FORM 990 IS THEN REVIEWED IN FULL BY CHIEF FINANCIAL OFFICER; ADJUSTMENTS ARE MADE AS NECESSARY. THE FINALIZED FORM 990 IS THEN DISTRIBUTED TO ALL MEMBERS OF THE BOARD OF DIRECTORS PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE CEO DISTRIBUTES CONFLICT OF INTEREST POLICY/STATEMENTS IN JANUARY OF EACH YEAR TO ALL BOARD AND COMMITTEE MEMBERS AND TO ANY BOARD/COMMITTEE APPOINTEES WHO START LATER IN THE YEAR, AS WELL AS TO OFFICERS AND KEY EMPLOYEES. THE CEO TRACKS RECEIPT AND REVIEWS THESE STATEMENTS WHEN RECEIVED. THE CEO NOTIFIES THE APPROPRIATE BOARD/STAFF MEMBERS OF ANY CONFLICTS OF INTEREST DISCLOSED. EACH INDIVIDUAL COVERED UNDER THE POLICY IS ALSO REQUIRED TO DISCLOSE TO THE BOARD OF DIRECTORS AS SOON AS A POSSIBLE CONFLICT IS IDENTIFIED. THE CONFLICTED INDIVIDUAL THEN MAY MAKE A PRESENTATION AT THE BOARD OR COMMITTEE MEETING. AFTER THE PRESENTATION, HE/SHE SHALL LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION INVOLVING THE POTENTIAL CONFLICT OF INTEREST. THE MINUTES OF THE MEETING SHALL REFLECT THAT A DISCLOSURE WAS MADE, THE TRANSACTION WAS REVIEWED AND DISCUSSED, AND THE CONFLICTED INDIVIDUAL ABSTAINED FROM VOTING. FORM 990, PART VI, SECTION B, LINE 15 THE DIRECTOR OF HUMAN RESOURCES ESTABLISHES APPROPRIATE SALARY RANGES FOR ALL NON-UNION POSITIONS IN CONSULTATION WITH THE HIRING MANAGER AND WITHIN THE CONTEXT OF COMPARABILITY ANALYSIS WITH RELEVANT POSITIONS WITH OTHER NON- AND FOR-PROFIT ORGANIZATIONS AND THE APPROVED OPERATING BUDGET. THE DIRECTOR OF HUMAN RESOURCES ALSO COMPLETES COMPARABILITY STUDIES FOR ALL OFFICER AND KEY EMPLOYEE POSITIONS ANNUALLY. THE STUDIES ARE REVIEWED WITH THE BOARD OF DIRECTORS IN SEPTEMBER OF EACH YEAR AND DOCUMENTED IN THE MEETING MINUTES. THE CEO'S COMPENSATION IS SET BY THE BOARD OF DIRECTORS; COMPENSATION FOR ALL OTHER OFFICERS AND KEY EMPLOYEES IS DETERMINED BY THE CEO. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G BENEFITS / PAYROLL FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 136,263. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 136,263. REGISTRY: PROGRAM SERVICE EXPENSES 843,314. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 843,314. TEMPORARY SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 76,634. FUNDRAISING EXPENSES 1,000. TOTAL EXPENSES 77,634. OTHER CONSULTANTS / PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 575,511. MANAGEMENT AND GENERAL EXPENSES 546,531. FUNDRAISING EXPENSES 7,148. TOTAL EXPENSES 1,129,190. DINING SERVICES: PROGRAM SERVICE EXPENSES 1,356,411. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,356,411. COMMUNITY CHURCH OF MILL VALLEY 8 OLIVE STREET MILL VALLEY CA 94941 941337614 CHURCH CA 501(C)(3) LINE 1 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0