Nonprofit · EIN 95-1727641
BRITISH HOME IN CALIFORNIA LTD
Tax-exempt · SIERRA MADRE, CA 91024
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $2,476,943 | $2,490,701 | -$13,758 | $26,791,219 | $120,390 | $26,670,829 |
| December 31, 2023 | 990 | $1,700,205 | $2,408,800 | -$708,595 | $25,442,225 | $173,870 | $25,268,355 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $268,240
- Program service revenue
- $1,407,834
- Investment income
- $779,521
- Royalties
- $221
- Net gain from sales of assets
- $143,213
- Net income from fundraising events
- $14,750
- Net income from gaming
- $1,116
- Other revenue
- $21,348
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $107,791
- Other salaries and wages
- $1,089,726
- Salaries, compensation and benefits (total)
- $1,370,739
- Professional fundraising fees
- $0
- Accounting fees
- $43,978
- Occupancy
- $154,452
- Travel
- $6,242
- Depreciation
- $219,882
- Program services (functional)
- $1,991,228
- Management and general (functional)
- $482,611
- Fundraising (functional)
- $16,862
Balance sheet and other
- Total assets, start of year
- $25,442,225
- Total assets, end of year
- $26,791,219
- Total liabilities, end of year
- $120,390
- Net assets, end of year
- $26,670,829
- Land, buildings and equipment
- $3,699,037
- Publicly traded securities
- $22,726,851
- Net assets without donor restrictions
- $26,670,829
- Gross receipts
- $3,417,516
- Employees
- 38
- Volunteers
- 20
- Year formed
- 1930
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ROSARIO MUNOZ | EXECUTIVE DIRECTOR Officer | 40 | $103,261 | $4,260 |
| PATRICIA SCHNEGG | PRESIDENT Trustee or director, Officer | 8 | $0 | $0 |
| MARILYN DIAZ | 1ST VICE PRESIDENT Trustee or director, Officer | 8 | $0 | $0 |
| DEBORAH ROSS | 2ND VICE PRESIDENT Trustee or director, Officer | 8 | $0 | $0 |
| ROSEMARY WEBB | 3RD VICE PRESIDENT Trustee or director, Officer | 8 | $0 | $0 |
| SHIRLEY WOLFF | SECRETARY Trustee or director, Officer | 8 | $0 | $0 |
| MARIAN GRADY | CORRESPONDING SECRETARY Trustee or director, Officer | 8 | $0 | $0 |
| SUSAN MASTEN | TREASURER Trustee or director, Officer | 8 | $0 | $0 |
990 for the year ended December 31, 2023: 9 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ROSARIO MUNOZ | EXECUTIVE DIRECTOR Officer | 40 | $89,594 | $350 |
| PATTI SCHNEGG | PRESIDENT Trustee or director, Officer | 4 | $0 | $0 |
| MARILYN DIAZ | VICE-PRESIDENT Trustee or director, Officer | 4 | $0 | $0 |
| DEBORAH ROSS | 2ND VICE-PRESDIENT Trustee or director, Officer | 4 | $0 | $0 |
| ROSEMARY WEBB | 3RD VICE-PRESIDENT Trustee or director, Officer | 4 | $0 | $0 |
| SHIRLEY WOLFF | RECORDING SECRETARY Trustee or director, Officer | 4 | $0 | $0 |
| MARION GRADY | CORRESPONDING SECRETARY (START 11/23) Trustee or director, Officer | 4 | $0 | $0 |
| MARGARET GAZEY | CORRESPONDING SECRETARY (THRU 08/23) Trustee or director, Officer | 4 | $0 | $0 |
| SUE MASTEN | TREASURER Trustee or director, Officer | 4 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 647 MANZANITA AVE, SIERRA MADRE, CA 91024-2217
- Principal officer (990 for 2024)
- ROSARIO MUNOZ, 647 MANZANITA BLVD, SIERRA MADRE, CA 91024
- Signed the 990
- ROSARIO MUNOZ, EXECUTIVE DIRECTOR
- Phone
- (626) 355-7240
- Website
- WWW.BRITISHHOME-CA.US
- Return prepared by
- ARMANINO ADVISORY LLC
California records
California keeps its own records of charities and corporations. Search them by EIN 95-1727641 or by the name BRITISH HOME IN CALIFORNIA LTD.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
TO PROVIDE AN EXCELLENT RETIREMENT HOME IN BEAUTIFUL, COMFORTABLE SURROUNDINGS WITH EXCEPTIONAL LEVELS OF LOVING CARE AND COMPASSION.
Program accomplishments
- 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.Expenses $1,991,228 · revenue $1,407,834
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 95-1727641
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1941
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P750)
- Assets (IRS master file)
- $26,791,219
- Income (IRS master file)
- $3,417,516
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $2,476,943 | $2,490,701 | $26,791,219 | XML |
| 990 | December 2023 | $1,700,205 | $2,408,800 | $25,442,225 | XML |
| 990 | December 2022 | $2,196,871 | $2,268,044 | $24,014,244 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | November 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 95-1727641).
Questions about BRITISH HOME IN CALIFORNIA LTD
- What is the EIN of BRITISH HOME IN CALIFORNIA LTD?
- The employer identification number (EIN) of BRITISH HOME IN CALIFORNIA LTD is 95-1727641.
- Is BRITISH HOME IN CALIFORNIA LTD tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1941.
- Are donations to BRITISH HOME IN CALIFORNIA LTD tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does BRITISH HOME IN CALIFORNIA LTD file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of BRITISH HOME IN CALIFORNIA LTD due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BRITISH HOME IN CALIFORNIA LTD last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of BRITISH HOME IN CALIFORNIA LTD?
- The 990 for the year ended December 31, 2024 names ROSARIO MUNOZ.
- Who are the officers and directors of BRITISH HOME IN CALIFORNIA LTD?
- The 990 for the year ended December 31, 2024 lists 8 people; 1 received compensation from the organization, the highest $103,261 (ROSARIO MUNOZ, EXECUTIVE DIRECTOR).
- How much revenue does BRITISH HOME IN CALIFORNIA LTD have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $2,476,943, expenses of $2,490,701 and total assets of $26,791,219 at year end.
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