Annual Reports

Providers are required to submit an annual report of its financial condition within four months after their fiscal year end. The report requirements are outlined in Health and Safety Code (H&SC) section 1790.

Providers are also required to submit a financial report disclosing key financial ratios and other key indicators (Key Indicators Report (KIR)) as required by H&SC section 1792.9. KIRs are required to be submitted within 30 days following the submission of each provider’s annual report; therefore, may not be included in the copy of a provider’s annual report on this website. If you are interested in obtaining a copy of a KIR, you may request it from the Continuing Care Contracts Section at  (916) 654-0591.

Please note that the Department’s acceptance and review of a provider’s annual report is NOT a guaranty of performance or an endorsement of any continuing care provider, continuing care retirement community, or continuing care contract.

Prospective transferors and residents are strongly encouraged to carefully consider the benefits and risks of entering into a continuing care contract and to seek financial and legal advice before they do so.

Some of the annual reports are quite large and may take some time to load.

Consolidated list of all CCRC Monthly Care Fee Increases
2014  2015  2016

Complete Listing of Provider Annual Reports

This website includes providers’ annual reports up to three years, if available (depending on when the provider began operations). If you are unable to view/access any of the reports below, you may contact the Continuing Care Contracts Branch at (916) 654-0591 to request an electronic or hard copy.

899 Charleston (6/30)
2018
Acacia Creek, A Masonic Senior Living Community
Masonic Homes of California (10/31)
2018
Air Force Village West (12/31)
2015
2017
2018
Aldersly, Inc. (9/30)
2018
Artesia Christian Home (9/30)
2015
2018
Atherton BaptistHomes (12/31)
2015
2018
Bay Area Senior Services, Inc. (12/31)
2015
2018
BLC Glenwood-Gardens AL-LH, LLC (12/31)
2015
2018
Brethren Hillcrest Homes (6/30)
2018
Brookdale Senior Living, Inc.
Emeritus Corporation
EmeriCare, Inc. (12/31)
2015
2016
2018
California Home for the Aged (5/31)
2015
2016
2017
2018
California Friends Home (12/31)
2015
2018
California-Nevada Methodist Homes (6/30)
2018
Capriana Operations LLC
Oakmont Senior Living LLC (12/31)
2015
2018
Casa de las Campanas (7/31)
2018
Casa Pacifica (12/31)
2015
2018
CC-La Jolla, Inc.
CCW La Jolla, LLC (12/31)
2018
CC Palo Alto, Inc. (12/31)
2018
Channing House (2/28)
2018
Compass Health, Inc. (12/31)
2015
2017
2018
Congregational Homes, Inc. (9/30)
2018
CoreCare III (12/31)
2018
Covenant Retirement Communities (1/31)
Covia Communities
(formerly Episcopal Senior Communities) (3/31)
Episcopal Communities & Services for Seniors (6/30)
2018
Episcopal Senior Communities (3/31)
2018
Eskaton, Inc
Eskaton Properties, Inc. (12/31)
2015
2018
Fountaingrove Lodge LLC
Oakmont Senior Living LLC (12/31)
2015
2018
Fountains General Partner, LLC
(as GP of Fountains Carlotta SL, LP)
Fountains Senior Living Holdings, LLC (12/31)
2015
2018
Fountainview at Eisenberg Village, LLC
Los Angeles Jewish Home for the Aging (8/31)
2015
2018
Freedom Properties – Hemet (12/31)
2015
2018
Friends Association of Services for the Elderly (3/31)
Front Porch Communities and Services (3/31)
Grand Chapter of California, Order of the Eastern Star
Eastern Star Homes of California (9/30)
2015
2018
Grand Lodge of California, Independent Order of Odd Fellows
Odd Fellows Home of California (3/31)
2016
2018
Hollenbeck Palms (6/30)
2018
HumanGood Fresno
HumanGood (12/31)
2015
2016
2018
HumanGood
HumanGood NorCal (12/31)
2016
2018
HumanGood
HumanGood SoCal (12/31)
2015
2018
Inland Christian Home (12/31)
2018
JHA West 16, LLC
Los Angeles Jewish Home for the Aging (8/31)
2015
2018
La Costa Glen Carlsbad CCRC, LLC (12/31)
2018
Lincoln Glen Manor for Seniors Citizens (9/30)
2018
Masonic Homes of California (10/31)
2018
Meadowbrook Village Christian Retirement Community (12/31)
2015
2018
Mennonite Brethren Homes (12/31)
2018
Mercy Retirement and Care Center
Elder Care Alliance (6/30)
2018
MonteCedro LLC (6/30)
2015
2018
Montecito Retirement Association (12/31)
2015
2018
Monte Vista Grove Homes (12/31)
2015
2018
No. California Congregational Retirement Homes (12/31)
2015
2018
No. California Presbyterian Homes and Services (12/31)
2018
No. California Retired Officers Community (12/31)
2018
Oakmont Senior Living LLC (12/31)
2018
O'Connor Woods Housing Corporation
O'Connor Woods Holding Company (12/31)
2015
2018
Odd Fellows Home of California (3/31)
2018
Pilgrim Place (12/31)
2018
Rancho San Antonio Retirement Services, Inc.
Rancho San Antonio Retirement Housing Corp. (12/31)
2015
2018
Reutlinger Community, The (6/30)
2015
2016
2018
S-H Op CoCamarillo (12/31)
2015
2016
2017
2018
S-H Op Co Carlsbad (12/31)
2015
2016
2017
2018
S-H Op Co Carmel Valley (12/31)
2015
2016
2017
2018
S-H Op Co Rancho Mirage (12/31)
2015
2016
2017
2018
S-H Op Co San Juan Capistrano (12/31)
2015
2016
2017
2018
San Francisco Ladies Protection & Relief Society (12/31)
2015
2017
2018
Segovia Operations LLC
Oakmont Senior Living LLC (12/31)
2015
2016
2017
2018
Sierra View Homes (12/31)
2015
2018
Solheim Senior Community (12/31)
2017
2018
Solvang Lutheran Home (12/31)
2015
2017
2018
Stoneridge Creek Pleasanton CCRC, LLC (12/31)
2017
2018
Sunrise Carlisle GP, LLC (as GP of Sunrise Carlisle LP)
Sunrise Senior Living, LLC (12/31)
2015
2017
2018
SunriseStratford GP, LLC (as GP of SunriseStratford LP)
Sunrise Senior Living, LLC (12/31)
2015
2017
2018
Town & Country Manor (6/30)
University Retirement Community at Davis
Pacific Retirement Services, Inc. (9/30)
2018
University Village Thousand Oaks, CCRC, LLC (12/31)
2015
2017
2018
Varenna at Fountaingrove LLC
Varenna LLC (12/31)
2015
2017
2018
Villa Marin Homeowners Association (10/31)
2018
Webster House Senior Living, LLC
2015
2018