SUNNY VIEW LUTHERAN COMMUNITY & SERVICES

Address
800 N BRAND BLVD 19TH FLOOR
GLENDALE, CA 91203
Contact
Phone: +1 (818) 254-4100
Nonprofit
NTEE: L22 - Senior Citizens' Housing/Retirement Communities
EIN: 87-0742846

Mission

PROVIDE FINANCIAL SUPPORT TO THE RESIDENTS OF THE SUNNY VIEW LUTHERAN HOME RETIREMENT COMMUNITY, OWNED BY FRONT PORCH COMMUNITIES AND SERVICES, A NON-PROFIT CORPORATION.
 201720162015
Basic features of the organization
Year of formation2005
Subsection501(c)(3)
Organization typeCorporation
Metropolitan statistical area4472
Human resources, including compensation
Summary compensation info
Total compensation of current key personnel$0.00$0.00$0.00
Sum of reportable (W2/1099) compensation$111,143.00$13,368.00$0.00
Number of employees000
Number of people compensated >$100k000
Number of volunteers222222
Number of highly compensated contractors000
Personnel
Barton, Julie
TitleDIRECTORDirectorDIRECTOR
Name of key/compensated personJULIE BARTONJulie BartonJULIE BARTON
Average hours per week working for org1.01.01.0
Reportable compensation from org$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00
PositionIndividual trustee or directorIndividual trustee or directorIndividual trustee or director
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00
Average hours per week working for related orgs0.00.00.0
Carter, Jerry
Title  Resident Council President
Name of key/compensated person  Jerry Carter
Average hours per week working for org  1.0
Reportable compensation from org  $0.00
Other comp, non-reportable, from org and related orgs  $0.00
Position  Individual trustee or director
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00
Average hours per week working for related orgs  0.0
Conover, Linda
TitleTREASURERTreasurerTREASURER
Name of key/compensated personLINDA CONOVERLinda ConoverLINDA CONOVER
Average hours per week working for org1.01.01.0
Reportable compensation from org$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00
PositionIndividual trustee or director, OfficerIndividual trustee or director, OfficerIndividual trustee or director, Officer
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00
Average hours per week working for related orgs0.00.00.0
Hoegel, Anna
TitleDIRECTORDirectorDIRECTOR
Name of key/compensated personANNA HOEGELAnna HoegelANNA HOEGEL
Average hours per week working for org1.01.01.0
Reportable compensation from org$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00
PositionIndividual trustee or directorIndividual trustee or directorIndividual trustee or director
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00
Average hours per week working for related orgs0.00.00.0
Incerpi, Eleanor
TitleSECRETARYSecretarySECRETARY
Name of key/compensated personELEANOR INCERPIEleanor IncerpiEleanor Incerpi
Average hours per week working for org1.01.01.0
Reportable compensation from org$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00
PositionIndividual trustee or director, OfficerIndividual trustee or director, OfficerIndividual trustee or director, Officer
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00
Average hours per week working for related orgs0.00.00.0
Massa, Barbara
TitleDIRECTORDirectorDIRECTOR
Name of key/compensated personBARBARA MASSABarbara MassaBARBARA MASSA
Average hours per week working for org1.01.01.0
Reportable compensation from org$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00
PositionIndividual trustee or directorIndividual trustee or directorIndividual trustee or director
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00
Average hours per week working for related orgs0.00.00.0
Munro, June
TitlePAST PRESIDENTPast PresidentPast President
Name of key/compensated personJUNE MUNROJune MunroJune Munro
Average hours per week working for org1.01.01.0
Reportable compensation from org$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00
PositionIndividual trustee or directorIndividual trustee or directorIndividual trustee or director
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00
Average hours per week working for related orgs0.00.00.0
North, Lynn
TitleCHAIRChairCHAIR
Name of key/compensated personLYNN NORTHLynn NorthLYNN NORTH
Average hours per week working for org1.01.01.0
Reportable compensation from org$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00
PositionIndividual trustee or director, OfficerIndividual trustee or director, OfficerIndividual trustee or director, Officer
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00
Average hours per week working for related orgs0.00.00.0
Patterson, Mary
Title Resident Council President 
Name of key/compensated person Mary Lou Patterson 
Average hours per week working for org 1.0 
Reportable compensation from org $0.00 
Other comp, non-reportable, from org and related orgs $0.00 
Position Individual trustee or director 
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00 
Average hours per week working for related orgs 0.0 
Penrod, Bill
TitleFOUNDATION EXECUTIVEFoundation ExecutiveFoundation Executive
Name of key/compensated personBILL PENRODBill PenrodBill Penrod
Average hours per week working for org40.01.01.0
Reportable compensation from org$98,601.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$27,608.00$0.00$0.00
PositionOfficerIndividual trustee or directorIndividual trustee or director
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00
Average hours per week working for related orgs0.00.00.0
Plank, Sally
Title Executive DirectorExecutive Director
Name of key/compensated person Sally PlankSally Plank
Average hours per week working for org 1.01.0
Reportable compensation from org $0.00$0.00
Other comp, non-reportable, from org and related orgs $0.00$0.00
Position Individual trustee or directorIndividual trustee or director
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00$0.00
Average hours per week working for related orgs 0.00.0
Randall, Joan
Title ChaplainChaplain
Name of key/compensated person Pastor Joan RandallPastor Joan Randall
Average hours per week working for org 1.01.0
Reportable compensation from org $0.00$0.00
Other comp, non-reportable, from org and related orgs $0.00$0.00
Position Individual trustee or directorIndividual trustee or director
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00$0.00
Average hours per week working for related orgs 0.00.0
Rompal, Debbie
TitleControllerCFO 
Name of key/compensated personDEBBIE ROMPALDebbie Rompal 
Average hours per week working for org5.05.0 
Reportable compensation from org$12,542.00$13,368.00 
Other comp, non-reportable, from org and related orgs$3,512.00$3,743.00 
PositionOfficerOfficer 
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00 
Average hours per week working for related orgs0.00.0 
Purpose: mission, activities & accomplishments
Mission or significant activitiesTO PROVIDE RESIDENTIAL, HEALTH, SOCIAL, & RELATED SERVICES TO OLDER ADULTS AND OTHER PEOPLE IN NEED. DEDICATED TO THE PROMOTION OF THE SERVICE MINISTRY OF THE LUTHERAN CHURCH.TO PROVIDE RESIDENTIAL, HEALTH, SOCIAL, & RELATED SERVICES TO OLDER ADULTS AND OTHER PEOPLE IN NEED. DEDICATED TO THE PROMOTION OF THE SERVICE MINISTRY OF THE LUTHERAN CHURCH.TO PROVIDE RESIDENTIAL, HEALTH, SOCIAL, & RELATED SERVICES TO OLDER ADULTS AND OTHER PEOPLE IN NEED. DEDICATED TO THE PROMOTION OF THE SERVICE MINISTRY OF THE LUTHERAN CHURCH.
Program expenses (total)$300,079.00$195,716.00$253,486.00
Programs, including revenue & expenses
SVLCS RAISES AND DISTRIBUTES FUNDS FOR SUNNY VIEW RETIREMENT COMMUNITY FOR DIRECT ASSISTANCE TO RESIDENTS WHO EXPERIENCE FINANCIAL HARDSHIP, THE PURCHASE OF EQUIPMENT TO IMPROVE THE RESIDENTS' QUALITY OF LIFE, THE RENOVATION AND REPLACEMENT OF EXISTING CAPITAL ASSETS, AND EMPLOYEE SCHOLARSHIPS. SVLCS ALSO RAISES FUNDS AND DISTRIBUTES THEM FOR SPECIAL NEEDS TO SUNNY VIEW LUTHERAN HOME, INC., ALSO KNOWN AS SUNNY VIEW WEST, A CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION, WHICH OPERATES A 100-UNIT, HUD-202/8 AFFORDABLE HOUSING COMMUNITY ADJACENT TO THE CAMPUS OF SUNNY VIEW RETIREMENT COMMUNITY. RESOURCES ARE ALSO PROVIDED TO THE CHAPLAINCY AND THE CENTER FOR AGING AND SPIRITUALITY.
Program expenses$300,079.00$195,716.00$253,486.00
Grants and allocations made$270,495.00$179,419.00$236,339.00
Program descriptionSVLCS RAISES AND DISTRIBUTES FUNDS FOR SUNNY VIEW RETIREMENT COMMUNITY FOR DIRECT ASSISTANCE TO RESIDENTS WHO EXPERIENCE FINANCIAL HARDSHIP, THE PURCHASE OF EQUIPMENT TO IMPROVE THE RESIDENTS' QUALITY OF LIFE, THE RENOVATION AND REPLACEMENT OF EXISTING CAPITAL ASSETS, AND EMPLOYEE SCHOLARSHIPS. SVLCS ALSO RAISES FUNDS AND DISTRIBUTES THEM FOR SPECIAL NEEDS TO SUNNY VIEW LUTHERAN HOME, INC., ALSO KNOWN AS SUNNY VIEW WEST, A CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION, WHICH OPERATES A 100-UNIT, HUD-202/8 AFFORDABLE HOUSING COMMUNITY ADJACENT TO THE CAMPUS OF SUNNY VIEW RETIREMENT COMMUNITY. RESOURCES ARE ALSO PROVIDED TO THE CHAPLAINCY AND THE CENTER FOR AGING AND SPIRITUALITY.SVLCS RAISES AND DISTRIBUTES FUNDS FOR SUNNY VIEW RETIREMENT COMMUNITY FOR DIRECT ASSISTANCE TO RESIDENTS WHO EXPERIENCE FINANCIAL HARDSHIP, THE PURCHASE OF EQUIPMENT TO IMPROVE THE RESIDENTS' QUALITY OF LIFE, THE RENOVATION AND REPLACEMENT OF EXISTING CAPITAL ASSETS, AND EMPLOYEE SCHOLARSHIPS. SVLCS ALSO RAISES FUNDS AND DISTRIBUTES THEM FOR SPECIAL NEEDS TO SUNNY VIEW LUTHERAN HOME, INC., ALSO KNOWN AS SUNNY VIEW WEST, A CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION, WHICH OPERATES A 100-UNIT, HUD-202/8 AFFORDABLE HOUSING COMMUNITY ADJACENT TO THE CAMPUS OF SUNNY VIEW RETIREMENT COMMUNITY. RESOURCES ARE ALSO PROVIDED TO THE CHAPLAINCY AND THE CENTER FOR AGING AND SPIRITUALITY.SVLCS RAISES AND DISTRIBUTES FUNDS FOR SUNNY VIEW RETIREMENT COMMUNITY FOR DIRECT ASSISTANCE TO RESIDENTS WHO EXPERIENCE FINANCIAL HARDSHIP, THE PURCHASE OF EQUIPMENT TO IMPROVE THE RESIDENTS' QUALITY OF LIFE, THE RENOVATION AND REPLACEMENT OF EXISTING CAPITAL ASSETS, AND EMPLOYEE SCHOLARSHIPS. SVLCS ALSO RAISES FUNDS AND DISTRIBUTES THEM FOR SPECIAL NEEDS TO SUNNY VIEW LUTHERAN HOME, INC., ALSO KNOWN AS SUNNY VIEW WEST, A CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION, WHICH OPERATES A 100-UNIT, HUD-202/8 AFFORDABLE HOUSING COMMUNITY ADJACENT TO THE CAMPUS OF SUNNY VIEW RETIREMENT COMMUNITY. RESOURCES ARE ALSO PROVIDED TO THE CHAPLAINCY AND THE CENTER FOR AGING AND SPIRITUALITY.
Financial data
Expense categories (totals)
Sum (total functional expenses)$363,260.00$253,902.00$319,513.00
Program services (total functional expenses)$300,079.00$195,716.00$253,486.00
Management & general (total functional expenses)$63,181.00$58,186.00$66,027.00
Fundraising (total functional expenses)$0.00$0.00$0.00
Revenue
Total revenue$470,926.00$244,407.00$441,234.00
Program service revenue (total)$0.00$0.00$0.00
Revenue from contributions (total)$225,360.00$155,149.00$131,939.00
Investment income$245,520.00$91,201.00$311,524.00
Total unrelated business revenue$0.00$0.00$0.00
Other revenue, current yr$46.00-$1,943.00-$2,229.00
Net unrelated business taxable revenue$0.00$0.00$0.00
Total revenue from grants, etc., current yr$225,360.00$155,149.00$131,939.00
Gross receipts$1,786,955.00$1,406,510.00$1,249,063.00
Sources of contributions
Revenue from all other contributions$225,360.00$155,149.00$131,939.00
Other types of revenue
Royalties (total)$0.00$0.00$0.00
Miscellaneous revenue (total)$0.00$0.00$0.00
Net revenue from gaming (total)$0.00$0.00$0.00
Income from dividends, interest, and similar investments$143,073.00$88,083.00$143,298.00
Net rental income$0.00$0.00$0.00
Net income from fundraising events$0.00$0.00$0.00
Net inventory sales (total)$46.00-$1,943.00-$2,229.00
Fees for services
Lobbying fees (total)$0.00$0.00$0.00
Legal fees (total)$0.00$0.00$0.00
Fundraising service fees (total)$0.00$0.00$0.00
General management fees (total)$0.00$0.00$0.00
Investment management fees (total)$25,210.00$24,700.00$25,876.00
Accounting service fees (total)$20,540.00$19,364.00$18,795.00
Assets and liabilities
Total assets$3,432,188.00$3,237,909.00$3,303,029.00
Total assets, beginning of year$3,237,909.00$3,303,029.00$3,259,373.00
Total liabilities$1,834,116.00$1,789,341.00$1,770,814.00
Total liabilities, beginning of year$1,789,341.00$1,770,814.00$1,782,144.00
Pledges & accounts receivable, net$127,860.00$161,990.00$0.00
Loans & receivables from key persons$0.00$0.00$0.00
Temporarily restricted net assets$168,859.00$169,829.00$175,795.00
Permanently restricted net assets, end of yr$0.00$0.00$0.00
Net assets$1,598,072.00$1,448,568.00$1,532,215.00
Net assets, beginning of year$1,448,568.00$1,532,215.00$1,477,229.00
Other liabilities$1,832,895.00$1,787,472.00$1,770,814.00
Bond liabilities$0.00$0.00$0.00
Intangible assets$0.00$0.00$0.00
Other assets$125,135.00$122,207.00$133,486.00
Investments: other securities$0.00$0.00$0.00
Investments: publicly traded securities$3,000,563.00$2,743,520.00$2,820,902.00
Cash: non-interest bearing$64,934.00$52,722.00$46,471.00
Cash: non-interest bearing, beginning of year$52,722.00$46,471.00$49,423.00
Investments: program-related$0.00$0.00$0.00
Escrow or custodial account liability$0.00$0.00$0.00
Loans and other payables to key persons$0.00$0.00$0.00
Grants payable$0.00$0.00$0.00
Inventories for sale or use$0.00$0.00$0.00
Other financial variables
Revenue less expenses$107,666.00-$9,495.00$121,721.00
Advertising (total)$13,022.00$8,966.00$17,207.00
Savings & temp cash investment$111,190.00$155,549.00$187,364.00
Accounts receivable, net$2,506.00$1,921.00$114,806.00
Prepaid expenses & deferred charges$0.00$0.00$0.00
Accounts payable & accrued expenses$1,221.00$1,869.00$0.00
Deferred revenue$0.00$0.00$0.00
Unsecured notes & loans to unrelated parties$0.00$0.00$0.00
Secured mortgages and notes payable$0.00$0.00$0.00
Total net assets or fund balances$1,598,072.00$1,448,568.00$1,532,215.00
Depreciation, depletion, amortization$0.00$0.00$0.00
Payment to affiliates$0.00$0.00$0.00
Governance and accountability
Number of voting members71111
Number of independent voting members71111
Financial sheets auditedTrueTrueTrue
Tax year start date2016-04-012015-04-012014-04-01
Tax year end date2017-03-312016-03-312015-03-31
Accounting methodAccrualAccrualAccrual
Indicators for schedules (selected)
Grants to domestic org/gov't >$5kTrueTrueTrue
Metadata about the filing
E-return type990990990
Reason for form submission
Address change  True
Date e-filing submitted2018-03-122017-07-262016-03-24
IRS schema version2016v3.12015v3.02014v6.0
Filing identifier201810439349301481201720399349300407201640199349301044
Use these data in your project Benchmark this organization against its peers