2025-11-13T19:40:36-06:00 2024-12-31 941239084 ATHERTON & ASSOCIATES LLP PO BOX 4339 MODESTO CA 953524339 990 2024-01-01 946050221 FELLOWSHIP HOMES INC FELL 2095952634 1745 ELDENA WAY MODESTO CA 95350 MARK BRODY PRESIDENT 2095952634 2025-11-04 1 1 JACQUELYN HOWELL P01327223 2095774800 X 2024 2025-03-06 01:10:19Z MARK BRODY 1745 ELDENA WAY MODESTO CA 95350 6716044 0 X FELLOWSHIPHOMES.ORG X 1960 CA TO PROVIDE ELDERLY PERSONS WITH SKILLED NURSING AND HOUSING FACILITIES SPECIALLY DESIGNED TO MEET THE PHYSICAL, SOCIAL AND PSYCHOLOGICAL NEEDS OF THE AGED AND CONTRIBUTE TO THEIR HEALTH, SECURITY, HAPPINESS AND USEFULNESS IN LONGER LIVING. 7 7 68 0 0 0 20351 80609 9123167 1889218 40219 2717210 43033 45278 9226770 4732315 0 0 0 0 5672139 1138164 0 0 0 5829160 1699522 11501299 2837686 -2274529 1894629 6615465 5048062 6213461 2757329 402004 2290733 AT FELLOWSHIP HOMES, OUR MISSION IS TO PROVIDE A VIBRANT, SECURE, AND NURTURING ENVIRONMENT WHERE SENIORS CAN EMBRACE INDEPENDENCE WHILE STAYING ACTIVE AND ENGAGED. WE BELIEVE IN FOSTERING A STRONG SENSE OF COMMUNITY THAT ENRICHES THE LIVES OF OUR RESIDENTS AND THEIR FAMILIES. 0 0 1716330 0 1934496 OUR RETIREMENT CENTER IN MODESTO, CA, OFFERS A PERFECT BLEND OF SOCIAL OPPORTUNITIES AND INDEPENDENCE FOR SENIORS AGED 55 AND OLDER. IF YOU'RE LOOKING FOR A MAINTENANCE-FREE AND PET-FRIENDLY LIFESTYLE SURROUNDED BY FRIENDS AND MODERN CONVENIENCES, FELLOWSHIP HOMES IS THE PERFECT PLACE FOR YOU. FROM PRIVATE DINING AREAS AND A BEAUTY SALON TO EXERCISE CLASSES, WIRELESS INTERNET AND TV, TRANSPORTATION AND HOUSEKEEPING SERVICES, WE HAVE EVERYTHING YOU NEED IN ONE WELCOMING COMMUNITY. 1716330 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 15 0 68 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 1 1 1 1 0 CA X BALANCED BOOKS LLP 2096344099 331 E MAIN ST TURLOCK CA 95380 X STACEY WELLNITZ PRESIDENT 6.00 X X 0 0 0 CLAUDINE SHERRON VICE PRESIDENT 1.00 X X 0 0 0 MARK BODDY TREASURER 3.00 X X 0 0 0 FELICIA VELARDE SECRETARY 2.00 X X 0 0 0 MARY MATTHEWS DIRECTOR 1.00 X 0 0 0 GARRETT GREBE DIRECTOR 1.00 X 0 0 0 MICHELLE GALLAGHER DIRECTOR 1.00 X 0 0 0 0 0 0 0 0 0 0 BALANCED BOOKS LLP 331 E MAIN ST TURLOCK CA 95380 PROFESSIONAL SERVICES 115483 1 80609 80609 INDEPENDENT LIVING 623000 1292357 1292357 RESIDENTIAL LIVING 623000 594692 594692 OTHER ANCILLIARY SERVICES AND REV 623000 2169 2169 1889218 339 339 4700600 1983729 2716871 2716871 2716871 MISCELLANEOUS REVENUE 900099 45278 45278 45278 4732315 1934496 0 2717210 X 721323 509086 212237 124376 79718 44658 292465 95947 196518 336287 599 335688 13392 13392 174754 162521 12233 186523 186523 318848 309283 9565 131311 122119 9192 SUPPLIES 320370 302762 17608 REPAIRS AND MAINTENANCE 123387 123387 DUES AND SUBSCRIPTIONS 50164 50164 MISCELLANEOUS 22552 22552 21934 10908 11026 2837686 1716330 1121356 0 119646 817554 114869 36904 285951 101621 9336973 5410387 5903962 3926586 5714 185323 165397 6615465 5048062 1403846 758549 4740293 1951763 69322 47017 6213461 2757329 X 402004 2290733 0 0 402004 2290733 6615465 5048062 1894629 -5900 0 X 0 1 X 1 0 X 1737983 1304409 1575356 20351 80609 4718708 7224520 6347545 7992298 9123167 1889218 32576748 8962503 7651954 9567654 9143518 1969827 37295456 10000 12000 10000 32000 0 10000 12000 10000 32000 37263456 48612 44114 41903 4250 339 139218 48612 44114 41903 4250 339 139218 21318 40922 75166 43033 45278 225717 9032433 7736990 9684723 9190801 2015444 37660391 0.98950 0.98930 0.00370 0.00470 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 70158 70158 8927598 5143703 3783895 25997 25997 0 313220 240687 72533 3926586 TENANT SECURITY DEPOSITS 39507 OPERATING LEASE LIABILITY 7510 47017 X 4732315 0 4732315 0 4732315 2837686 0 2837686 0 2837686 PART X, LINE 2: MANAGEMENT HAS EVALUATED THE ORGANIZATION'S TAX POSITIONS AND CONCLUDED THAT THE ORGANIZATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. THE ORGANIZATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE, OR LOCAL TAX AUTHORITIES FOR TAX YEARS ENDING DECEMBER 31, 2020 AND PRIOR. FORM 990, PART VI, SECTION B, LINE 11B ALL BOARD MEMBERS WILL BE EMAILED AN ELECTRONIC COPY OF FORM 990 FOR REVIEW AND COMMENT PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12 THE ORGANIZATION DOES NOT ACTIVELY MONITOR OR ENFORCE THE CONFLICT OF INTEREST POLICY. THE POLICY IS KNOWN TO ALL BOARD MEMBERS AND IS SELF POLICING. BOARD MEMBERS ARE GENERALLY AWARE OF OTHER BOARD MEMBERS' ACTIVITIES. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION REVIEWS OFFICER COMPENSATION AND KEY EMPLOYEE COMPENSATION ANNUALLY. COMPENSATION FOR DEPARTMENT HEADS ARE REVIEWED WHEN AN INCREASE IS PROPOSED. THE PERSONNEL COMMITTEE SETS GOALS AND THE AUDIT COMMITTEE ASSESSES THE FINANCIAL IMPACT. THE ANNUAL REVIEW INCLUDES A COMPARISON TO THE CALIFORNIA ASSOCIATION OF HOMES FOR THE AGED COMPENSATION SURVEY. FINAL COMPENSATION IS DETERMINED BY THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION PROVIDES ACCESS TO ITS ORGANIZING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS UPON REQUEST. MEMBERS AND RESIDENTS ARE GIVEN AN ANNUAL REPORT THAT CONTAINS A STATEMENT INFORMING THEM THAT THE AUDITED FINANCIAL STATEMENTS ARE AVAILABLE FROM THE EXECUTIVE DIRECTOR. FORM 990, PART IX, LINE 11G PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 599. MANAGEMENT AND GENERAL EXPENSES 335,688. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 336,287. FORM 990, PART IX, LINE 24E TRAINING: PROGRAM SERVICE EXPENSES 10,908. MANAGEMENT AND GENERAL EXPENSES 6,399. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 17,307. BANK CHARGES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 4,532. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,532. POSTAGE AND DELIVERY: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 95. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 95. FORM 990, PART IX, LINE 11G, OTHER FEES FOR SERVICES: LEGAL $13,799 AUDIT AND ACCOUNTING $145,685 CONSULTING $153,877 MEDICAL CONSULTING $599 OTHER $22,327 TOTAL OTHER FEES FOR SERVICES $336,287