NORTHERN CALIFORNIA RETIRED OFFICERS COMMUNITY INC

EIN: 680317185 501(c)(3) Human Services

FAIRFIELD, CA

Total Revenue
$47,947,844
Total Expenses
$53,592,872
Total Assets
$223,672,895
Net Assets
$18,481,049
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1992
Legal Domicile
CA
Principal Officer
KEVIN L BURKE
Phone
7074321100
Tax Period
2024-01-01 to 2024-12-31

NORTHERN CALIFORNIA RETIRED OFFICERS COMMUNITY INC, founded in 1992, is a mid-sized nonprofit in the Human Services sector that reported $47.9M in total revenue in fiscal year 2024. Expenses of $53.6M exceeded revenue, resulting in a 12% operating deficit.

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 Service Accomplishments

Program 1
Expenses: $27,380,779 Revenue: $33,374,116

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...

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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.

Program 2
Expenses: $7,573,774 Revenue: $11,963,672

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...

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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.

Program 3
Expenses: $7,571,063 Revenue: $0

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...

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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.

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Trantor Score

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $251,386
Program Service Revenue $45,337,788
Investment Income $1,732,621
Other Revenue $626,049
TOTAL REVENUE $47,947,844

Expense Breakdown

Grants Paid $225,629
Salaries & Benefits $23,048,185
Fundraising Expenses $0
Program Expenses $42,525,616
Other Expenses $30,319,058
TOTAL EXPENSES $53,592,872

Year-over-Year Comparison

2024 2023 Change
Revenue $47,947,844 $44,993,816 +0.1%
Expenses $53,592,872 $49,981,781 +0.1%
Net Income $-5,645,028 $-4,987,965 +0.1%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
14
Independent Members
14
Employees
460
Volunteers
30

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
5
$395,259
Total Directors
13
$0
Key Employees
2
$474,780
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
COL SANDRA SCHMIDT-BERRINGER USAF CHAIR 6.00
Officer Director
$0 $0 $0
MR JOHN DIMICHELE VICE-CHAIR 6.00
Officer Director
$0 $0 $0
LT COL GARY ERICKSON USAF TREASURER 6.00
Officer Director
$0 $0 $0
MAJ GEN GEOFFREY WIEDEMAN USAF SECRETARY 6.00
Officer Director
$0 $0 $0
COL ANDREA ANDRESEN BOARD MEMBER 3.00
Director
$0 $0 $0
COL DEBORAH ASPLING USAF BOARD MEMBER 3.00
Director
$0 $0 $0
LTC ROBERT BOWERS USA BOARD MEMBER 3.00
Director
$0 $0 $0
MS MARIE SMITH BOARD MEMBER 3.00
Director
$0 $0 $0
LTC THOMAS KURKJIAN USA BOARD MEMBER 3.00
Director
$0 $0 $0
DR EDWARD LEVIN MD BOARD MEMBER 3.00
Director
$0 $0 $0
DR JENNY MULTANI MD BOARD MEMBER 3.00
Director
$0 $0 $0
MR SEAN QUINN BOARD MEMBER 6.00
Director
$0 $0 $0
MS PING YANG BOARD MEMBER 3.00
Director
$0 $0 $0
KEVIN BURKE CHIEF EXECUTIVE OFFICER 40.00
Officer
$351,017 $44,242 $395,259
STEPHEN NEFF VP HEALTHCARE OPER. (UNTIL 7/24) 40.00
Key Emp
$151,703 $33,003 $184,706
SHANNON DODDS VP OF OPERATIONS 40.00
Key Emp
$241,085 $48,989 $290,074
EMILY DORAN SALES COORDINATOR 40.00
Highest
$182,514 $17,671 $200,185
PATRICIA LUCCIONI SALES & MARKETING DIRECTOR 40.00
Highest
$217,070 $35,055 $252,125
JEFFREY RAUSIS DIR. OF COMMUNICATIONS & TECH. 40.00
Highest
$163,882 $46,912 $210,794
SONJA DUERST CLINICAL SERVICES DIRECTOR 40.00
Highest
$166,164 $30,017 $196,181
LISA COE SR. DIR OF ENGAGEMENT & COMPLIANCE 40.00
Highest
$156,696 $45,505 $202,201
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 $47,947,844 $53,592,872 $223,672,895 $-5,645,028
2023 $44,993,816 $49,981,781 $226,528,920 $-4,987,965
2022 $43,242,544 $52,501,598 $230,895,453 $-9,259,054
2021 $45,201,737 $39,420,340 $260,915,478 $5,781,397
2020 $41,308,669 $37,934,800 $268,291,342 $3,373,869
2019 $40,163,325 $37,000,023 $259,511,386 $3,163,302
2018 $34,617,831 $35,836,780 $141,818,071 $-1,218,949
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