2026-03-14T20:01:54-05:00 2025-04-30 390859910 BAKER TILLY ADVISORY GROUP LP 333 BUSH STREET STE 1000 SAN FRANCISCO CA 94104 990 2025-01-01 812951897 VIAMONTE SENIOR LIVING 1 INC VIAM 4152027800 1525 POST STREET SAN FRANCISCO CA 94109 MARC SHORES CFO 4152027800 2026-03-13 1 QI WEN LIANG P01270238 4159561500 2026-03-13 2025 2025-03-06 01:10:19Z X SARA MCVEY 1525 POST STREET SAN FRANCISCO CA 94109 7756506 0 X WWW.VIAMONTELIVING.ORG X 2016 CA VIAMONTE SENIOR LIVING 1, INC. ("VSL") PROVIDES ORGANIZATION STRUCTURE AND LEADERSHIP TO MEET THE NEEDS AND IMPROVE THE QUALITY OF LIFE OF OLDER PERSONS BY OFFERING HOUSING AND PROGRAMS. X 13 13 0 0 0 0 421138 50768 20582019 7190337 1775153 515376 9989 25 22788299 7756506 0 0 0 0 5445555 1887230 0 0 0 15062926 5009243 20508481 6896473 2279818 860033 213796429 0 216039090 0 -2242661 0 X SEE SCHEDULE O VIAMONTE SENIOR LIVING, INC.'S MISSION IS TO PROVIDE HOMES AND SERVICES TO SENIORS FOR HEALTHY AGING THROUGH IMPROVING THE QUALITY OF LIFE AND PROVIDING A RANGE OF SUPPORT, OR ASSISTIVE SERVICES, IN ADDITION TO THE LIFESTYLE-FOCUSED AMENITIES AND MUCH MORE FOR THE SENIORS. 0 1 5645977 0 7190362 VIAMONTE CONSISTS OF 174 INDEPENDENT LIVING UNITS, WITH AN ADDITIONAL 7 ASSISTED LIVING UNITS AND 10 MEMORY CARE UNITS. VIAMONTE PROVIDES ITS RESIDENTS WITH MEALS, HOUSEKEEPING, LAUNDRY, MAINTENANCE, AND TRANSPORTATION SERVICES, AS WELL AS SALON AND SPA SERVICES. RESIDENTS ARE ALSO ENCOURAGED TO PARTICIPATE IN VARIOUS ACTIVITIES PROVIDED BY VIAMONTE, INCLUDING SOCIAL, PHYSICAL AND CULTURAL ACTIVITIES, E.G., GAMES, YOGA, ETC. 5645977 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X X MARC SHORES 4152027800 1525 POST STREET SAN FRANCISCO CA 94109 X DIANNE J SPAULDING CHAIR 0.10 0.90 X X 0 0 0 STEVEN H HERMAN VICE CHAIR 0.10 0.90 X X 0 0 0 DAVID JAMISON BOARD MEMBER 0.10 0.90 X 0 0 0 GORDON HOWIE BOARD MEMBER 0.10 0.90 X 0 0 0 HOLLY ITO BOARD MEMBER 0.10 0.90 X 0 0 0 MARIANNE LIM BOARD MEMBER 0.10 0.90 X 0 0 0 MARILYN SUEY BOARD MEMBER 0.10 0.90 X 0 0 0 NANCY HIROKO MAYEDA BOARD MEMBER 0.10 0.90 X 0 0 0 PATRICIA LYNN BOARD MEMBER 0.10 0.90 X 0 0 0 RICHARD CORRIEA BOARD MEMBER 0.10 0.90 X 0 0 0 CORY SANDERSON BOARD MEMBER 0.10 0.90 X 0 0 0 VAL AGOSTINO BOARD MEMBER 0.10 0.90 X 0 0 0 ANTHONY WITTE EFF 022025 BOARD MEMBER 0.10 0.90 X 0 0 0 SARA MCVEY PRESIDENT AND CEO 6.00 34.00 X 0 368349 14676 MARTHA ATWWOD CHIEF PEOPLE OFFICER 6.00 34.00 X 0 173789 17229 CHARLIE SHOEMAKE CFO 6.00 34.00 X 0 231539 14087 DAVID LATINA CHIEF DEVELOPMENT OFFICER 6.00 34.00 X 0 140175 15884 MARC SHORES VP OF OPERATIONS AND FINANCE 6.00 34.00 X 0 154392 9435 MELODY ALLAN EXECTIVE DIRECTOR 6.00 34.00 X 0 113246 14807 PAULA RATHGABER-GOMEZ VP SALES AND MARKETING 6.00 34.00 X 0 128091 5312 0 1309581 91430 0 0 1 0 0 50768 50768 RESIDENT FEES 623000 4885742 4885742 AMORT OF ENTRANCE FEES 623000 1939467 1939467 SERVICE FEES 623000 365128 365128 7190337 515376 515376 OTHER INCOME 812900 25 25 25 7756506 7190362 0 515376 X 24574 24574 1415611 1283416 132195 337964 294155 43809 109081 96781 12300 51661 51661 18973 18973 16275 16275 1058495 1026482 32013 3860 3860 134633 117110 17523 104403 7200 97203 401330 380880 20450 5206 2495 2711 20492 8955 11537 622753 622753 1125273 1125273 106497 106497 CORPORATE SERVICES 555095 555095 FOOD 341123 340797 326 REPAIR AND MAINTENANCE 192395 147888 44507 MISCELLANEOUS 130995 92012 38983 119784 95920 23864 6896473 5645977 1250496 0 29785674 0 7467011 0 2940044 0 0 0 0 0 0 9398 0 0 0 173594302 0 0 0 0 0 0 213796429 0 2437695 0 44128336 0 169473059 0 216039090 0 X -2242661 0 -2242661 0 213796429 0 X 860033 1382628 X 0 1 X 1 0 X 21547 46500 2510 421138 50768 542463 7506979 12478278 17958149 20582019 7190337 65715762 7528526 12524778 17960659 21003157 7241105 66258225 21547 46500 2510 421138 50768 542463 0 21547 46500 2510 421138 50768 542463 65715762 46314 670313 2800442 1775153 515376 5807598 46314 670313 2800442 1775153 515376 5807598 59483 7192 2635 9989 25 79324 7634323 13202283 20763736 22788299 7756506 72145147 0.91090 0.90360 0.08050 0.08750 X PART III, SHORT YEAR EXPLANATION: THE ORGANIZATION IS FILING A SHORT PERIOD RETURN BEGINNING IN 2025. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 0 SARA MCVEY PRESIDENT AND CEO 0 214485 0 153000 0 864 0 10008 0 4668 0 383025 0 0 CHARLIE SHOEMAKE CFO 0 140203 0 85000 0 6336 0 9262 0 4825 0 245626 0 0 MARTHA ATWWOD CHIEF PEOPLE OFFICER 0 108095 0 63614 0 2080 0 6952 0 10277 0 191018 0 0 MARC SHORES VP OF OPERATIONS AND FINANCE 0 104492 0 48000 0 1900 0 4767 0 4668 0 163827 0 0 DAVID LATINA CHIEF DEVELOPMENT OFFICER 0 108095 0 30000 0 2080 0 5607 0 10277 0 156059 0 0 PART I, LINE 3 VIAMONTE SENIOR LIVING 1, INC. DOES NOT COMPENSATE ANY DIRECTOR, OFFICER, OR EMPLOYEE. COMPENSATION IS PROVIDED BY A RELATED ORGANIZATION. IN DETERMINING THE COMPENSATION OF THE CEO, THE RELATED ORGANIZATION USES SEVERAL METHODS INCLUDING REVIEW BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS, INDEPENDENT CONSULTANT, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD. CASH 2025-04-30 35707799 BOOK VALUE 941437728 SEQUOIA LIVING INC 1525 POST STREET SAN FRANCISCO CA 94109 501(C)(3) ACCOUNTS RECEIVABLE 2025-04-30 1019813 BOOK VALUE 941437728 SEQUOIA LIVING INC 1525 POST STREET SAN FRANCISCO CA 94109 501(C)(3) DUE FROM SEQ/SSNC 2025-04-30 474786 BOOK VALUE 941437728 SEQUOIA LIVING INC 1525 POST STREET SAN FRANCISCO CA 94109 501(C)(3) PREPAID EXPENSES 2025-04-30 60906 BOOK VALUE 941437728 SEQUOIA LIVING INC 1525 POST STREET SAN FRANCISCO CA 94109 501(C)(3) FIXED ASSETS, NET 2025-04-30 172571447 BOOK VALUE 941437728 SEQUOIA LIVING INC 1525 POST STREET SAN FRANCISCO CA 94109 501(C)(3) LIMITED USE ASSETS 2025-04-30 7118519 BOOK VALUE 941437728 SEQUOIA LIVING INC 1525 POST STREET SAN FRANCISCO CA 94109 501(C)(3) 1 1 0 0 1 1 1 1 1 0 PART I, LINE 6C: PART 1, QUESTION 5: MELODY ALLAN, EXECUTIVE DIRECTOR FOR VIAMONTE RETAINS THE SAME POSITION UNDER SEQUOIA LIVING, INC.PART 1, QUESTION 6C: VIAMONTE'S OUTSTANDING TAX EXEMPT BONDS WILL NOW BE UNDER SEQUOIA LIVING, INC., WHO WILL SERVICE THE DEBT AS SCHEDULED FORM 990, PART III, LINE 3 THE FILING ORGANIZATION MERGED WITH AND TRANSFERRED NET ASSETS TO SEQUOIA LIVING, INC. ON MAY 1, 2025 TO CONTINUE OPERATIONS. FORM 990, PART VI, SECTION A, LINE 6 VSL WAS FORMED BY SEQUOIA LIVING, INC. ("SEQUOIA LIVING"), FORMERLY KNOWN AS NORTHERN CALIFORNIA PRESBYTERIAN HOMES AND SERVICES, INC., WHICH IS THE SOLE CORPORATE MEMBER OF VSL. FORM 990, PART VI, SECTION A, LINE 7A VSL IS GOVERNED BY A BOARD OF DIRECTORS CONSISTING OF FOUR TO SIX BOARD MEMBERS. SEQUOIA LIVING, VSL'S SOLE CORPORATE MEMBER, APPOINTS ALL BOARD MEMBERS. IN ADDITION TO APPOINTMENT OF THE BOARD, SEQUOIA LIVING ALSO PROVIDES MANAGEMENT AND DEVELOPMENT SERVICES TO VSL. FORM 990, PART VI, SECTION A, LINE 7B SEQUOIA LIVING, INC, THE SOLE CORPORATE MEMBER SHALL HAVE THE RIGHT TO VOTE ON: (A) THE ELECTION OF DIRECTORS; (B) THE REMOVAL OF DIRECTORS PURSUANT TO SECTION 5222 OF THE CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION LAW; (C) ANY AMENDMENT TO THE BYLAWS THAT MATERIALLY AND ADVERSELY AFFECTS MEMBER VOTING RIGHTS, AND ALL AMENDMENTS TO THE ARTICLES OF INCORPORATION OF THE CORPORATION, EXCEPT FOR AMENDMENTS PERMITTED TO BE ADOPTED BY THE BOARD ALONE UNDER SECTION 5812(B) OF THE CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION LAW; (D) THE DISPOSITION OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OF THE CORPORATION; (E) ANY MERGER OF THE CORPORATION; (F) ANY DISSOLUTION OF THE CORPORATION; (G) ANY CHANGE IN THE FORMAL OR INFORMAL EXPRESSIONS OF PHILOSOPHY OR PURPOSE OF THE CORPORATION; AND (H) ANY OTHER MATTERS THAT MUST PROPERLY BE PRESENTED TO THE MEMBER FOR A VOTE, PURSUANT TO THE CORPORATION'S ARTICLES OF INCORPORATION, BYLAWS, OR ACTION OF THE BOARD, OR BY OPERATION OF THE LAW. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY BAKER TILLY ADVISORY GROUP LP, BASED ON THE INFORMATION PROVIDED BY THE ORGANIZATION'S STAFF. PRIOR TO FILING, THE FORM 990 IS DISTRIBUTED TO ALL MEMBERS OF THE BOARD OF DIRECTORS AND REVIEWED BY THE AUDIT & COMPLIANCE COMMITTEE OF THE BOARD OF DIRECTORS. ONCE THE FORM 990 IS APPROVED BY THE COMMITTEE, BAKER TILLY ADVISORY GROUP LP SIGNS AS PREPARER AND THE CHIEF FINANCIAL OFFICER SIGNS ON BEHALF OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 12C VIAMONTE SENIOR LIVING 1 INC. ANNUALLY REVIEWS ANY CONFLICTS DISCLOSED BY ITS BOARD MEMBERS. ANY QUESTIONS THAT ARISE REGARDING POTENTIAL CONFLICTS ARE ADDRESSED IMMEDIATELY. BOARD MEMBERS WHO HAVE A CONFLICT OF INTEREST DO NOT VOTE ON ANY MATTER RELATED TO THE ISSUE FOR WHICH THEY HAVE THE CONFLICT. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, THE CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS, AND FORM 990 ARE MADE AVAILABLE TO THE PUBLIC THROUGH THE SEQUOIA LIVING WEBSITE. THE ORGANIZATION ALSO MAKES THESE ITEMS AVAILABLE UPON REQUEST. FORM 990, PART VII, SECTION A, LINE 1A: THE BOARD STRUCTURE CHANGED EFFECTIVE 2/1/25, WITH THE PREVIOUS VSL BOARD MEMBERS MERGING INTO ONE BOARD WHICH COMPRISES OF THE 13 MEMBERS WHO OVERSEE ALL SEQUOIA LIVING ENTITIES. FORM 990, PART IX, LINE 11G OTHER OUTSIDE SERVICES: PROGRAM SERVICE EXPENSES 63,718. MANAGEMENT AND GENERAL EXPENSES 19,386. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 83,104. SECURITY SERVICES: PROGRAM SERVICE EXPENSES 71,149. MANAGEMENT AND GENERAL EXPENSES 3,876. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 75,025. MEDICAL CARE: PROGRAM SERVICE EXPENSES 95,544. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 95,544. LAUNDRY: PROGRAM SERVICE EXPENSES 1,160. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,160. CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 794,911. MANAGEMENT AND GENERAL EXPENSES 5,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 799,911. TEMPORARY LABOR: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 3,751. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,751. FORM 990, PART XI, LINE 9: TRANSFER OF NET ASSETS TO SEQUOIA LIVING PURSUANT TO MERGER 5.1.25 1,382,628. SEQUOIA LIVING INC 1525 POST STREET SAN FRANCISCO CA 94109 941437728 ELDERLY CARE CA 501(C)(3) LINE 10 N/A 0 SENIOR SERVICES FOR NORTHERN CALIFORNIA 1525 POST STREET SAN FRANCISCO CA 94109 946615829 SUPPORT SEQUOIA LIVING CA 501(C)(3) LINE 12A, I SEQUOIA LIVING INC 1 NCPHS COMMUNITY SERVICES 1525 POST STREET SAN FRANCISCO CA 94109 452355370 COMMUNITY SVC CA 501(C)(3) LINE 12A, I SEQUOIA LIVING INC 1 SAN FRANCISCO SENIOR CENTER 890 BEACH STREET SAN FRANCISCO CA 94109 941212136 COMMUNITY SVC CA 501(C)(3) LINE 7 SEQUOIA LIVING INC 1 WESTERN PARK APARTMENTS LP 1525 POST STREET SAN FRANCISCO CA 94109 462285501 REAL ESTATE CA N/A 0 0 TOWN PARK TOWERS LP 1525 POST STREET SAN FRANCISCO CA 94109 473918148 REAL ESTATE CA N/A 0 0 EASTERN PARK APARTMENTS LP 1525 POST STREET SAN FRANCISCO CA 94109 831986925 REAL ESTATE CA N/A 0 0 SL SENIOR VENTURES LLC 1525 POST STREET SAN FRANCISCO CA 94109 261847720 PROPERTY MGMT CA N/A C 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 1 0 1 0