British Home In California Ltd
- Assets
- $25.4m
- Revenue
- $1.7m
- Investments
- $0.0
- Employees
- 36
- Location
- Sierra Madre, CA
- Founding
- 05/1941
- Data as of
- 12/2023
- EIN
- 95-1727641
Organization Overview
British Home In California Ltd is located in Sierra Madre, CA. The organization was established in 1941. According to its NTEE Classification (P75) the organization is classified as: Supportive Housing for Older Adults, under the broad grouping of Human Services and related organizations. As of 12/2023, British Home In California Ltd employed 36 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. British Home In California Ltd is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2023, British Home In California Ltd generated $1.7m in total revenue. This represents relatively stable growth, over the past 9 years the organization has increased revenue by an average of 0.6% each year. All expenses for the organization totaled $2.4m during the year ending 12/2023. While expenses have increased by 4.5% per year over the past 9 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2023
Describe the Organization's Mission:
Part 3 - Line 1
TO PROVIDE ASSISTED LIVING SERVICES
Describe the Organization's Program Activity:
Part 3 - Line 4a
THE HOME OPERATES A LICENSED RETIREMENT FACILITY IN SOUTHERN CALIFORNIA, AND IS LICENSED TO ACCOMMODATE 41 RESIDENTS AND DESCRIBED AS "TYPICAL," THE HOME MAINTAINS ITS HISTORIC UNIQUENESS PROVIDING GRACIOUS, INDEPENDENT AND ASSISTED LIVING IN THIS SECURE AND PEACEFUL RESIDENTIAL NEIGHBORHOOD. WE ARE PROUD OF OUR HISTORY AND IN TODAY'S HECTIC LIFE STYLE, ARE SECURE IN OUR APPROACH OF BLENDING "OLD WORLD" CHARM AND TRADITION WITH MODERNITY. HONORING OUR GOALS AND MISSION, AND WITH SUPPORT FROM THE DBE WE DO SUBSIDIZE A CERTAIN PERCENTAGE OF RESIDENTS WHO ARE IN NEED. OUR MONTHLY FEES ARE REASONABLE INCLUDING MANY SERVICES AND ACTIVITIES AND OUR RESIDENTS THRIVE, ENJOYING THE CARE AND ATTENTION GIVEN THEM. THE AVERAGE AGE OF OUR RESIDENT FAMILY IS 87 WITH THE AGE RANGING FROM 66 TO 108. (CONTINUED ON SCH. O)ON AVERAGE, THE BRITISH HOME MAINTAINS 30 RESIDENTS YEAR AROUND.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Patti Schnegg President | OfficerTrustee | 4 | $0 |
Marilyn Diaz Vice-President | OfficerTrustee | 4 | $0 |
Deborah Ross 2nd Vice-Presdient | OfficerTrustee | 4 | $0 |
Rosemary Webb 3rd Vice-President | OfficerTrustee | 4 | $0 |
Shirley Wolff Recording Secretary | OfficerTrustee | 4 | $0 |
Marion Grady Corresponding Secretary (start 11/23) | OfficerTrustee | 4 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $13,900 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $110,546 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $124,446 |
| Total Program Service Revenue | $1,146,174 |
| Investment income | $616,505 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $577 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | -$263,864 |
| Net Income from Fundraising Events | $17,027 |
| Net Income from Gaming Activities | $4,677 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $1,700,205 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $89,943 |
| Compensation of current officers, directors, key employees. | $14,154 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $1,090,145 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $82,785 |
| Payroll taxes | $96,522 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $41,210 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $92,771 |
| Fees for services: Other | $0 |
| Advertising and promotion | $6,851 |
| Office expenses | $36,719 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $76,186 |
| Travel | $5,564 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $237,970 |
| Insurance | $209,765 |
| All other expenses | $386 |
| Total functional expenses | $2,408,800 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $165,580 |
| Savings and temporary cash investments | $269,304 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $1,497 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $113,792 |
| Net Land, buildings, and equipment | $3,820,782 |
| Investments—publicly traded securities | $21,071,270 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $25,442,225 |
| Accounts payable and accrued expenses | $173,870 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $173,870 |
| Net assets without donor restrictions | $25,268,355 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $25,442,225 |