Nonprofit · EIN 68-0317185
NORTHERN CALIFORNIA RETIRED OFFICERS COMMUNITY
Tax-exempt · FAIRFIELD, CA 94533
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $47,947,844 | $53,592,872 | -$5,645,028 | $223,672,895 | $205,191,846 | $18,481,049 |
| December 31, 2023 | 990 | $44,993,816 | $49,981,781 | -$4,987,965 | $226,528,920 | $203,558,850 | $22,970,070 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $251,386
- Program service revenue
- $45,337,788
- Investment income
- $1,732,621
- Net rental income
- $21,573
- Net gain from sales of assets
- $654,218
- Other revenue
- $626,049
Expenses
- Grants and similar amounts paid
- $225,629
- Compensation of officers, directors and key employees
- $870,038
- Other salaries and wages
- $18,788,626
- Salaries, compensation and benefits (total)
- $23,048,185
- Professional fundraising fees
- $0
- Legal fees
- $658,063
- Accounting fees
- $963,511
- Occupancy
- $4,122,610
- Travel
- $253,889
- Depreciation
- $8,217,228
- Program services (functional)
- $42,525,616
- Management and general (functional)
- $11,067,256
Balance sheet and other
- Total assets, start of year
- $226,528,920
- Total assets, end of year
- $223,672,895
- Total liabilities, end of year
- $205,191,846
- Net assets, end of year
- $18,481,049
- Land, buildings and equipment
- $166,814,246
- Publicly traded securities
- $43,874,056
- Net assets without donor restrictions
- $16,217,594
- Net assets with donor restrictions
- $2,263,455
- Gross receipts
- $52,836,235
- Employees
- 460
- Volunteers
- 30
- Year formed
- 1992
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KEVIN BURKE | CHIEF EXECUTIVE OFFICER Officer | 40 | $351,017 | $44,242 |
| SHANNON DODDS | VP OF OPERATIONS Key employee | 40 | $241,085 | $48,989 |
| PATRICIA LUCCIONI | SALES & MARKETING DIRECTOR Highest-paid employee | 40 | $217,070 | $35,055 |
| JEFFREY RAUSIS | DIR. OF COMMUNICATIONS & TECH. Highest-paid employee | 40 | $163,882 | $46,912 |
| LISA COE | SR. DIR OF ENGAGEMENT & COMPLIANCE Highest-paid employee | 40 | $156,696 | $45,505 |
| EMILY DORAN | SALES COORDINATOR Highest-paid employee | 40 | $182,514 | $17,671 |
| SONJA DUERST | CLINICAL SERVICES DIRECTOR Highest-paid employee | 40 | $166,164 | $30,017 |
| STEPHEN NEFF | VP HEALTHCARE OPER. (UNTIL 7/24) Key employee | 40 | $151,703 | $33,003 |
| COL SANDRA SCHMIDT-BERRINGER USAF | CHAIR Trustee or director, Officer | 6 | $0 | $0 |
| MR JOHN DIMICHELE | VICE-CHAIR Trustee or director, Officer | 6 | $0 | $0 |
| LT COL GARY ERICKSON USAF | TREASURER Trustee or director, Officer | 6 | $0 | $0 |
| MAJ GEN GEOFFREY WIEDEMAN USAF | SECRETARY Trustee or director, Officer | 6 | $0 | $0 |
| COL ANDREA ANDRESEN | BOARD MEMBER Trustee or director | 3 | $0 | $0 |
| COL DEBORAH ASPLING USAF | BOARD MEMBER Trustee or director | 3 | $0 | $0 |
| LTC ROBERT BOWERS USA | BOARD MEMBER Trustee or director | 3 | $0 | $0 |
6 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MS MARIE SMITH | BOARD MEMBER Trustee or director | 3 | $0 |
| LTC THOMAS KURKJIAN USA | BOARD MEMBER Trustee or director | 3 | $0 |
| DR EDWARD LEVIN MD | BOARD MEMBER Trustee or director | 3 | $0 |
| DR JENNY MULTANI MD | BOARD MEMBER Trustee or director | 3 | $0 |
| MR SEAN QUINN | BOARD MEMBER Trustee or director | 6 | $0 |
| MS PING YANG | BOARD MEMBER Trustee or director | 3 | $0 |
990 for the year ended December 31, 2023: 23 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KEVIN BURKE | CHIEF EXECUTIVE OFFICER Officer | 40 | $424,412 | $38,563 |
| STEPHEN BOROSTYAN | CFO (UNTIL OCT. 2023) Officer | 40 | $272,125 | $27,753 |
| SHANNON DODDS | VP OF OPERATIONS Key employee | 40 | $216,915 | $48,178 |
| STEPHEN NEFF | VP HEALTHCARE OPERATIONS Key employee | 40 | $222,035 | $18,987 |
| JENNIFER DE LEON | SR. DIR. OF BUSINESS OPERATIONS Highest-paid employee | 40 | $176,305 | $23,260 |
| JEFFREY RAUSIS | DIRECTOR OF COMMUNICATIONS & TECH. Highest-paid employee | 40 | $166,487 | $28,632 |
| PATRICIA LUCCIONI | SALES & MARKETING DIRECTOR Highest-paid employee | 40 | $168,510 | $16,496 |
| SONJA DUERST | DIRECTOR OF NURSING Highest-paid employee | 40 | $160,070 | $24,350 |
| RICHARD COLE | DIR. OF FACILITIES & CAP. PLANNING Highest-paid employee | 40 | $169,474 | $12,246 |
| COL SANDRA SCHMIDT-BERRINGER USAF | CHAIR Trustee or director, Officer | 6 | $0 | $0 |
| JOHN DIMICHELE | VICE-CHAIR Trustee or director, Officer | 6 | $0 | $0 |
| LT COL GARY ERICKSON USAF | TREASURER Trustee or director, Officer | 6 | $0 | $0 |
| MAJ GEN GEOFFREY WIEDEMAN USAF | SECRETARY Trustee or director, Officer | 6 | $0 | $0 |
| COL ANDREA ANDERSON | BOARD MEMBER Trustee or director | 3 | $0 | $0 |
| COL DEBORAH L ASPLING USAF | BOARD MEMBER Trustee or director | 3 | $0 | $0 |
| LTC ROBERT S BOWERS USA | BOARD MEMBER Trustee or director | 3 | $0 | $0 |
| MARIE SMITH | BOARD MEMBER Trustee or director | 3 | $0 | $0 |
| LTC THOMAS G KURKJIAN USA | BOARD MEMBER Trustee or director | 3 | $0 | $0 |
| EDWARD LEVIN MD | BOARD MEMBER Trustee or director | 3 | $0 | $0 |
| JENNY MULTANI MD | BOARD MEMBER Trustee or director | 3 | $0 | $0 |
| SEAN P QUINN | BOARD MEMBER Trustee or director | 6 | $0 | $0 |
| MS PING YANG | BOARD MEMBER Trustee or director | 3 | $0 | $0 |
| LOIS CROSS | BOARD MEMBER Trustee or director | 3 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2600 ESTATES DR, FAIRFIELD, CA 94533-9711
- In care of
- % CFO
- Principal officer (990 for 2024)
- KEVIN L BURKE, 2600 ESTATES DRIVE, FAIRFIELD, CA 94533
- Signed the 990
- KEVIN L BURKE, CEO
- Phone
- (707) 432-1100
- Website
- WWW.PVESTATES.COM
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
California records
California keeps its own records of charities and corporations. Search them by EIN 68-0317185 or by the name NORTHERN CALIFORNIA RETIRED OFFICERS COMMUNITY.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
PARADISE VALLEY ESTATES IS A PIONEER OF QUALITY LIVING AND CHAMPIONS OF PERSON-CENTERED SERVICES. WE STRIVE TO PROVIDE THE EXPERIENCE OF A LIFETIME FOR A LIFETIME. OUR GOAL IS TO MAXIMIZE THE QUALITY OF EVERY LIFE WE TOUCH.
Program accomplishments
- RESIDENT SERVICES: PARADISE VALLEY ESTATES (PVE) IS A LIFE PLAN COMMUNITY OFFERING GUARANTEED LIFE CARE THROUGH UNLIMITED ACCESS TO A FULL CONTINUUM OF ON-SITE HEALTH SERVICES. RESIDENTS MAINTAIN THE FREEDOM TO CHOOSE THEIR INSURANCE PROVIDERS AND PHYSICIANS WHILE BENEFITING FROM CONVENIENT ACCESS TO NEARBY MEDICAL FACILITIES. OUR ON-SITE WELLNESS PROFESSIONALS SUPPORT RESIDENTS WITH PERSONALIZED HEALTH ASSESSMENTS AND SERVICES DESIGNED TO ENHANCE THEIR QUALITY OF LIFE.CONTINUED IN SCHEDULE OIN PARTNERSHIP WITH NORTHBAY HEALTH, PVE OFFERS ON-SITE CLINICAL CARE PROVIDED BY NORTHBAY MEDICAL PROFESSIONALS, WHO ARE AVAILABLE WEEKLY TO SEE THEIR PATIENTS DIRECTLY WITHIN THE COMMUNITY.OUR CAMPUS FEATURES A FULL RANGE OF LIVING AND CARE OPTIONS, INCLUDING INDEPENDENT RESIDENTIAL LIVING, ASSISTED LIVING, ENHANCED ASSISTED LIVING, MEMORY CARE, REHABILITATION (SHORT- AND LONG-TERM), SKILLED NURSING, PREVENTIVE CARE, PRIMARY CARE, AND IN-HOME SUPPORT. AS RESIDENTS' NEEDS EVOLVE, OUR ALL-INCLUSIVE RATE STRUCTURE ENSURES SEAMLESS TRANSITIONS BETWEEN CARE LEVELS WITHOUT THE NEED TO RELOCATE FROM THE COMMUNITY THEY CALL HOME.Expenses $27,380,779 · grants $225,629 · revenue $33,374,116
- HEALTH SERVICES: AT PVE, WE OFFER BOTH SHORT-TERM AND LONG-TERM SUPPORT FOR INDIVIDUALS NEEDING ASSISTANCE WITH ACTIVITIES OF DAILY LIVING. WHETHER RECOVERING FROM SURGERY OR REQUIRING ONGOING SKILLED NURSING CARE, RESIDENTS RECEIVE THE ATTENTION AND SERVICES THEY NEED IN A COMPASSIONATE, SUPPORTIVE ENVIRONMENT.CONTINUED IN SCHEDULE OPVE ALSO PROVIDES SPECIALIZED SUPPORT FOR INDIVIDUALS LIVING WITH MEMORY IMPAIRMENTS, OFFERING A SAFE AND ENGAGING SETTING DESIGNED TO ENHANCE THEIR QUALITY OF LIFE. FOR THOSE IN INDEPENDENT LIVING, OUR ON-SITE CLINIC TEAM IS AVAILABLE TO SUPPORT HEALTH AND WELLNESS NEEDS, WHILE RESIDENTS WISHING TO AGE IN PLACE CAN TAKE ADVANTAGE OF PVE AT HOME: OUR IN-HOME CARE SERVICE TAILORED FOR COMFORT AND CONTINUITY.UNDERSTANDING THAT WELL-BEING EXTENDS BEYOND MEDICAL CARE, PVE IS COMMITTED TO SUPPORTING THE EIGHT DIMENSIONS OF WELLNESS: EMOTIONAL, PHYSICAL, SOCIAL, SPIRITUAL, INTELLECTUAL, ENVIRONMENTAL, FINANCIAL, AND OCCUPATIONAL. OUR DEDICATED WELLNESS TEAM WORKS TO PERSONALIZE SERVICES WHENEVER POSSIBLE TO MEET THE UNIQUE NEEDS OF EACH RESIDENT.ADDITIONALLY, PVE PARTNERS WITH A TRUSTED THERAPY PROVIDER TO DELIVER OCCUPATIONAL, PHYSICAL, AND SPEECH THERAPY SERVICES WITHIN OUR SKILLED NURSING SETTING. FOR ADDED CONVENIENCE, WE ALSO OFFER TRANSPORTATION TO AND FROM MEDICAL APPOINTMENTS, ENSURING RESIDENTS RECEIVE SEAMLESS CARE BOTH ON AND OFF CAMPUS.Expenses $7,573,774 · revenue $11,963,672
- DINING SERVICES:WE TAKE PRIDE IN OFFERING A DIVERSE AND THOUGHTFULLY PREPARED SELECTION OF MEALS FOR BREAKFAST, LUNCH, AND DINNER. EVERY DAY, RESIDENTS CAN ENJOY A VARIETY OF DINING OPTIONS DESIGNED TO SUIT DIFFERENT TASTES AND OCCASIONS, FROM ELEGANT, FORMAL DINING TO RELAXED AL FRESCO MEALS AND PRIVATE SPACES FOR SPECIAL GATHERINGS OR CELEBRATIONS.CONTINUED IN SCHEDULE OBEYOND THE MENU, RESIDENTS ALSO ENJOY THE FREEDOM TO CHOOSE FROM FOUR UNIQUE DINING VENUES, EACH OFFERING ITS OWN AMBIANCE AND EXPERIENCE. FOR THOSE SEEKING A MORE SOCIAL OR CASUAL SETTING, PVE ALSO FEATURES A LOUNGE-STYLE "CLUB" WHERE RESIDENTS CAN UNWIND AND CONNECT WITH FRIENDS IN A WELCOMING ATMOSPHERE.OUR CULINARY PROGRAM IS BUILT TO SUPPORT NOT ONLY NUTRITION, BUT ALSO THE JOY AND CONNECTION THAT COME WITH SHARED MEALS.Expenses $7,571,063
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 68-0317185
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1994
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P750)
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $47,947,844 | $53,592,872 | $223,672,895 | XML |
| 990 | December 2023 | $44,993,816 | $49,981,781 | $226,528,920 | XML |
| 990 | December 2022 | $43,242,544 | $52,501,598 | $230,895,453 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 68-0317185).
Questions about NORTHERN CALIFORNIA RETIRED OFFICERS COMMUNITY
- What is the EIN of NORTHERN CALIFORNIA RETIRED OFFICERS COMMUNITY?
- The employer identification number (EIN) of NORTHERN CALIFORNIA RETIRED OFFICERS COMMUNITY is 68-0317185.
- Is NORTHERN CALIFORNIA RETIRED OFFICERS COMMUNITY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
- Are donations to NORTHERN CALIFORNIA RETIRED OFFICERS COMMUNITY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does NORTHERN CALIFORNIA RETIRED OFFICERS COMMUNITY file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of NORTHERN CALIFORNIA RETIRED OFFICERS COMMUNITY due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did NORTHERN CALIFORNIA RETIRED OFFICERS COMMUNITY last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of NORTHERN CALIFORNIA RETIRED OFFICERS COMMUNITY?
- The 990 for the year ended December 31, 2024 names KEVIN L BURKE.
- Who are the officers and directors of NORTHERN CALIFORNIA RETIRED OFFICERS COMMUNITY?
- The 990 for the year ended December 31, 2024 lists 21 people; 8 received compensation from the organization, the highest $351,017 (KEVIN BURKE, CHIEF EXECUTIVE OFFICER).
- How much revenue does NORTHERN CALIFORNIA RETIRED OFFICERS COMMUNITY have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $47,947,844, expenses of $53,592,872 and total assets of $223,672,895 at year end.
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