The Reutlinger Community FY2023 filing

Tax-deductible

Danville, CA501(c)(3)Since 1994Health CareEIN 94-3201366Revenue $21.3M in FY2023

On file with the IRSrcjl.org4000 Camino Tassajara, 94506-4745 · Danville, CATax-exempt since Dec 1994Publicly supported charity — 170(b)(1)(A)(vi)

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Provide quality health care & support services to seniors with a commitment to jewish values.

501(c)(3) charity; gifts are tax-deductible.
81¢ of each $1 spent went to programs.
$859K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2023 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
0 of 5
filings with a surplus
Average deficit $2.7M a year · 14% of revenue · last 5 filings
Concern: a surplus in 0 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
81%
of spending
Looks good: 81% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$859K
to officers and key staff · 4% of spending
Looks good: pay to officers and key staff is 4% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
<1 mo
of spending, in cash
Concern: 0.4 months of spending in cash; under 2 weeks.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $58K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$11.1M
25% of total assets
Looks good: liabilities are 25% of assets; 50% or less.
Pt X · Ln 26
Independent board members
9
of 10 voting members
Looks good: 9 of 10 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$21.3M
+19% vs prior year
Spent
$23.2M
To programs
81%
Net assets
$32.8M
By yearFY2020–FY2024
Revenue
$21.3M
FY2023▲ +19%
Tap a bar for its year
Revenue by fiscal year
FY2020$19.6M
FY2020$9.0M
FY2021$17.9M
FY2022$18.0M
FY2023$21.3M
FY2024$19.8M
Expenses
$23.2M
FY2023▲ +4%
Tap a bar for its year
Expenses by fiscal year
FY2020$21.3M
FY2020$10.5M
FY2021$20.9M
FY2022$22.2M
FY2023$23.2M
FY2024$22.3M
Net assets
$32.8M
FY2023▼ -4%
Tap a bar for its year
Net assets by fiscal year
FY2020$25.3M
FY2020$44.1M
FY2021$42.0M
FY2022$34.2M
FY2023$32.8M
FY2024$30.3M

From the FY2023 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Dec 1994.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

81 cents of each dollar spent went to programs.

Program services 81% · $18.9M Management & general 18% · $4.2M Fundraising 1% · $188K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

19 people listed on the 990; $859K paid to officers and key staff.

Part VII, Section A · reportable compensation
Skilled Nursing Administrator
$170,397Pt VII · Sec A
Residential Living Advisor
$154,679Pt VII · Sec A
Philanthropy Director
$146,220Pt VII · Sec A
Registered Nurse
$130,835Pt VII · Sec A
Resident Care Coordinator
$130,483Pt VII · Sec A
Wellness Nurse
$126,274Pt VII · Sec A
Chair (thru 05/23)/Board Member
$0Pt VII · Sec A
Board Member (as of 03/23)
$0Pt VII · Sec A

Brian Kallio’s $180K as Skilled Nursing Administrator is at the 16th percentile of top reported officer pay among 2901 $10–100M health care nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Jay Zimmer————$345,455
Brian Morrow———$181,648$172,702
Brian Kallio$179,529$170,397$154,855——
Tatyana Orozco$173,878————
Naheed Asalati$168,611$154,679———
Salve Maduli$165,638$130,835$160,195$144,693$121,806
Marie Austero——$150,522$122,634—
Edric Serrano——$147,704$121,463—

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See The Reutlinger Community executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Offers quality healthcare and support services to seniors, guided by Jewish values.

Provided by the organization

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1 program · $18.9M · in their own filed words · FY2023
01

The reutlinger community provides skilled nursing care and assisted living services to a maximum of 180 residents. In the skilled nursing care center, the staff, the doctor and the RESIDENT/FAMILY assemble a plan of care. The plan may include physical, occupational, AND/OR speech therapy.

$18.9Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024

By the numbers

The FY2023 990, line by line.

1The main four
Money inPt VIII
$21.3M
Ln 12
Fees for servicesLn 2g$18.8M
Gifts and grantsLn 1h$2.5M
Investment incomeLn 3$92K
Money outPt IX
$23.2M
Ln 25
Programscol B$18.9M
Managementcol C$4.2M
Fundraisingcol D$188K
Owns and owesPt X
$32.8M
net assets · Ln 32
Cash and savingsLn 1–2$679K
Total assetsLn 16$43.9M
LiabilitiesLn 26$11.1M
PeoplePt VI, VII
19
listed · VII A
PaidVII A6
Voting boardVI 1a10
IndependentVI 1b9
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$2.5M
Fees for servicesLn 2g$18.8M
Investment incomeLn 3$92K
Gains on assetsLn 7−$2K
Total revenueLn 12$21.3M
Assets in detailPt X, end of year
CashLn 1$660K
SavingsLn 2$19K
Cash and savings togetherLn 1–2$679K
InvestmentsLn 11–13$2.9M
Land, buildings, equipmentLn 10c$35.7M
Other assetsLn 15$133K
Total assetsLn 16$43.9M
LiabilitiesLn 26$11.1M
Net assetsLn 32$32.8M
OperationsPt I, VI
EmployeesI 5525
VolunteersI 613
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
Cash and savingsLn 1–2$793K$679K
InvestmentsLn 11–13$2.5M$2.9M
Land, buildings, equipmentLn 10c$36.9M$35.7M
Total assetsLn 16$43.8M$43.9M
LiabilitiesLn 26$9.6M$11.1M
Net assetsLn 32$34.2M$32.8M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$178K$178K
Other salaries and wagesLn 7$9.9M$8.8M$964K$125K
Pension plan contributionsLn 8$223K$173K$50K
Other employee benefitsLn 9$1.7M$1.4M$199K$46K
Payroll taxesLn 10$777K$682K$86K$9K
Management feesLn 11a$892K$892K
Legal feesLn 11b$215K$215K
Accounting feesLn 11c$61K$61K
Investment management feesLn 11f$9K$9K
Other fees for servicesLn 11g$2.1M$1.7M$440K
Advertising and promotionLn 12$80K$73K$7K
Office expensesLn 13$421K$236K$186K
Information technologyLn 14$6K$6K
OccupancyLn 16$993K$819K$174K
TravelLn 17$30K$14K$16K
Conferences, conventions and meetingsLn 19$13K$9K$4K
InterestLn 20$183K$183K
Depreciation, depletion and amortizationLn 22$1.6M$1.5M$113K
InsuranceLn 23$380K$380K
Other expenses (24a–d)Ln 24$3.2M$3.2M
All other expensesLn 24e$330K$221K$108K$385
Total functional expensesLn 25$23.2M$18.9M$4.2M$188K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $19.8M$22.3M−$2.5M$30.3M 990 PDF
FY2023 Viewing $21.3M$23.2M−$1.9M$32.8M 990 PDF
FY2022 $18.0M$22.2M−$4.2M$34.2M 990 PDF
FY2021 $17.9M$20.9M−$3.0M$42.0M 990 PDF
FY2020 $19.6M$21.3M−$1.7M$25.3M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2023 990 (6 parts)
Part I · Summary $21,341,593 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $609,783$2,455,555
I-9 Program service revenuePrior year $15,547,421$18,793,778
I-10 Investment incomePrior year $1,843,876$92,260
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $18,001,080$21,341,593
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $11,402,954$12,693,965
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $10,841,357$10,530,743
I-18 Total expensesPrior year $22,244,311$23,224,708
I-19 Revenue less expensesPrior year −$4,243,231−$1,883,115
Part VI · Governance 9 of 10 board members independent, 1 to look at
VI-1a Voting members of the governing body10
VI-1b Independent voting members9
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $21,341,593 across 6 lines filed
VIII-1f All other contributions, gifts and grants$2,455,555
VIII-1h Total contributions, gifts and grants$2,455,555
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $18,793,778$18,793,778
VIII-3 Investment incomeExcluded from tax $94,358$94,358
VIII-7 Net gain or loss on sales of assetsExcluded from tax −$2,098−$2,098
VIII-12 Total revenueRelated to mission $18,793,778 · Unrelated business $0 · Excluded from tax $92,260$21,341,593
Part IX · Statement of functional expenses $23,224,708 across 21 lines filed
IX-5 Pay of current officers, directors and key staffManagement $178,033$178,033
IX-7 Other salaries and wagesPrograms $8,772,212 · Management $963,605 · Fundraising $125,396$9,861,213
IX-8 Pension plan contributionsPrograms $173,144 · Management $49,607$222,751
IX-9 Other employee benefitsPrograms $1,409,879 · Management $199,205 · Fundraising $45,765$1,654,849
IX-10 Payroll taxesPrograms $681,952 · Management $85,957 · Fundraising $9,210$777,119
IX-11a Management feesManagement $892,135$892,135
IX-11b Legal feesManagement $215,266$215,266
IX-11c Accounting feesManagement $61,224$61,224
IX-11f Investment management feesManagement $8,974$8,974
IX-11g Other fees for servicesPrograms $1,650,340 · Management $439,574$2,089,914
IX-12 Advertising and promotionManagement $72,856 · Fundraising $7,151$80,007
IX-13 Office expensesPrograms $235,637 · Management $185,580$421,217
IX-14 Information technologyManagement $6,038$6,038
IX-16 OccupancyPrograms $818,824 · Management $174,066$992,890
IX-17 TravelPrograms $14,187 · Management $16,069$30,256
IX-19 Conferences, conventions and meetingsPrograms $9,094 · Management $4,022$13,116
IX-20 InterestPrograms $183,081$183,081
IX-22 Depreciation, depletion and amortizationPrograms $1,504,411 · Management $113,224$1,617,635
IX-23 InsuranceManagement $380,031$380,031
IX-24 Other expenses (24a–d)Programs $3,209,379$3,209,379
IX-24e All other expensesPrograms $221,177 · Management $108,018 · Fundraising $385$329,580
IX-25 Total functional expensesPrograms $18,883,317 · Management $4,153,484 · Fundraising $187,907$23,224,708
Part X · Balance sheet $43,863,080 assets, 18 lines filed
X-1 Cash, non-interest-bearingStart of year $777,778$659,993
X-2 Savings and temporary cash investmentsStart of year $15,178$18,806
X-3 Pledges and grants receivableStart of year $1,652,837$1,699,786
X-4 Accounts receivableStart of year $1,596,559$2,589,206
X-8 Inventories for sale or useStart of year $95,923$28,896
X-9 Prepaid expenses and deferred chargesStart of year $112,954$99,559
X-10c Land, buildings and equipment, netStart of year $36,887,020$35,723,537
X-11 Publicly traded securitiesStart of year $2,468,177$2,910,518
X-15 Other assetsStart of year $159,108$132,779
X-16 Total assetsStart of year $43,765,534$43,863,080
X-17 Accounts payable and accrued expensesStart of year $1,807,308$976,512
X-19 Deferred revenueStart of year $30,034$0
X-25 Other liabilitiesStart of year $2,845,245$5,516,556
X-26 Total liabilitiesStart of year $9,573,589$11,084,960
X-27 Net assets without donor restrictionsStart of year $29,753,139$28,741,222
X-28 Net assets with donor restrictionsStart of year $4,438,806$4,036,898
X-32 Total net assets or fund balancesStart of year $34,191,945$32,778,120
X-33 Total liabilities and net assetsStart of year $43,765,534$43,863,080
Part XI · Reconciliation of net assets $32,778,120 net assets at year end
XI-1 Total revenue$21,341,593
XI-2 Total expenses$23,224,708
XI-3 Revenue less expenses−$1,883,115
XI-4 Net assets at start of year$34,191,945
XI-5 Net unrealized gains (losses) on investments$388,841
XI-9 Other changes in net assets$80,449
XI-10 Net assets at end of year$32,778,120

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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