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)

2014 

2015 

2016 

2017 

 

Acacia Creek, A Masonic Senior Living Community
Masonic Homes of California (10/31)

2014

2015

2016 

2017

 

Air Force Village West (12/31)

2014 2015

2016 

 2017

 

Aldersly, Inc. (9/30)

2014

2015

2016 

 2017

 

Artesia Christian Home (9/30)

   

2016 

2017

 

Atherton Baptist Homes (12/31)

2013

2014

2016 

2017

 

Bay Area Senior Services, Inc. (12/31)

2013

2014

2016 

2017

 

BLC Glenwood-Gardens AL-LH, LLC (12/31)

2014

2015

2016 

2017

 

Brethren Hillcrest Homes (6/30)

2014

2015

2016 

 2017

 

Brookdale Senior Living, Inc.
Emeritus Corporation
EmeriCare, Inc. (12/31)

2014  2015  2016 

 2017

 

California Home for the Aged (5/31)

      2017   

California Friends Home (12/31)

2013

2014

2016 

 2017

 

California-Nevada Methodist Homes (6/30)

2014

2015

2016 

 2017

 

Capriana Operations LLC
Oakmont Senior Living LLC (12/31)

2014   2015

2016 

 2017

 

Casa de las Campanas (7/31)

2014

2015

2016 

2017

 

Casa Pacifica (12/31)

2013

2014

2016 

 2017

 

CC-La Jolla, Inc.
CCW La Jolla, LLC (12/31)

2014

2015

2016 

 2017

 

CC Palo Alto, Inc. (12/31)

2014

2015

2016 

 2017

 

Channing House (2/28)

2014

2015

2016 

 2017

 

Compass Health, Inc. (12/31)

2014

2016 

 2017

 

Congregational Homes, Inc. (9/30)

2014

2015

2016 

2017 

 

CoreCare III (12/31)

2014

2015

2016 

 2017

 

Covenant Retirement Communities (1/31)

2014

2015

2016 

 2017

 2018 

Covia Communities (formerly Episcopal Senior Communities) (3/31)

         

Episcopal Communities & Services for Seniors (6/30)

2014

2015

2016 

 2017

 

Episcopal Senior Communities (3/31)

2014

2015

2016 

2017

 

Eskaton, Inc
Eskaton Properties, Inc. (12/31)       

2013

2014

2016 

2017

 

Fountaingrove Lodge LLC 
Oakmont Senior Living LLC (12/31)               

2016 

 2017

 

Fountains General Partner, LLC (as GP of Fountains Carlotta SL, LP)
Fountains Senior Living Holdings, LLC (12/31)

2013

2014

2016 

 2017

 

Fountainview at Eisenberg Village, LLC
Los Angeles Jewish Home for the Aging (8/31) 

2016 

 2017

 

Freedom Properties – Hemet (12/31)

2013

2014

2016 

 2017

 

Friends Association of Services for the Elderly (3/31)

2014

2015

2016 

 2017

 

Front Porch Communities and Services (3/31)

2014

2015

2016 

 2017

 

Grand Chapter of California, Order of the Eastern Star
Eastern Star Homes of California (9/30)

2013

2014

2016 

 2017

 

Grand Lodge of California, Independent Order of Odd Fellows
Odd Fellows Home of California (3/31)  

2014

2015

2016 

 2017

 

Hollenbeck Palms (6/30)

2014

 2015

2016 

 2017

 

HumanGood Fresno
HumanGood NorCal (12/31)

2014  2015 

 2016

2017

 

HumanGood
HumanGood NorCal (12/31)

2014  2015  2016 2017  

HumanGood
HumanGood SoCal (12/31)           

2014   2015 2016 2017   

Inland Christian Home (12/31)

2016 

 2017

 

JHA West 16, LLC
Los Angeles Jewish Home for the Aging (8/31)  

2016 

 2017

 

La Costa Glen Carlsbad CCRC, LLC (12/31)

2014

2015

 2016 

 2017

 

Lincoln Glen Manor for Seniors Citizens (9/30)

  2015  2016  2017  

Masonic Homes of California (10/31)

2014

2015

2016 

 2017

 

Meadowbrook Village Christian Retirement Community (12/31)

2013

2014

2016 

 2017

 

Mennonite Brethren Homes (12/31)

2014

2015

2016 

 2017

 

Mercy Retirement and Care Center
Elder Care Alliance (6/30)            

2014

2015

2016 

 2017

 

MonteCedro LLC (6/30)

2014 2015

2016 

 2017

 

Montecito Retirement Association (12/31)

2013

2014

2016 

 2017

 

Monte Vista Grove Homes (12/31)

2014

2015

2016 

 2017

 

No. California Congregational Retirement Homes (12/31)

2013

2014

2016 

 2017

 

No. California Presbyterian Homes and Services (12/31)

2014

2015

2016 

 2017

 

No. California Retired Officers Community (12/31)

2014

2015

2016 

 2017

 

Oakmont Senior Living LLC (12/31)

2014

2015

2016 

 2017

 

O'Connor Woods Housing Corporation
O’Connor Woods Holding Company (12/31)          

2013

2014

2016 

 2017

 

Odd Fellows Home of California (3/31)

2014

2015

2016 

 2017

 

Pilgrim Place (12/31)

2014

2015

2016 

 2017

 

Rancho San Antonio Retirement Services, Inc.
Rancho San Antonio Retirement Housing Corp. (12/31)           

2014

2016 

 2017

 

Reutlinger Community, The (6/30)

  2015  2016  2017   

S-H Op Co Camarillo (12/31)

2014 2015

2016 

 2017

 

S-H Op Co Carlsbad (12/31)

2015

2016 

 2017

 
 S-H Op Co Carmel Valley (12/31) 2014  2015  2016

 2017

 
 S-H Op Co Rancho Mirage (12/31) 2014  2015  2016 

 2017

 
 S-H Op Co San Juan Capistrano (12/31) 2014  2015  2016 

 2017

 

San Francisco Ladies Protection & Relief Society (12/31)

2013

2014

2016 

 2017

 

Segovia Operations LLC
Oakmont Senior Living LLC (12/31) 

2013

2014

2016 

 2017

 

Sierra View Homes (12/31)

2014

2015

2016 

 2017

 

Solheim Lutheran Home (12/31)

2014

2015

2016 

 2017

 

Solvang Lutheran Home (12/31)

2013

2014

2016 

 2017

 

Stoneridge Creek Pleasanton CCRC, LLC (12/31)

 

 

2016 

 2017

 

Sunrise Carlisle GP, LLC (as GP of Sunrise Carlisle LP)
Sunrise Senior Living, LLC (12/31) 

2013

2014

2016 

 2017

 

Sunrise Stratford GP, LLC (as GP of Sunrise Stratford LP)
Sunrise Senior Living, LLC (12/31) 

2013

2014

2016 

 2017

 

Town & Country Manor (6/30)

2014

2015

2016 

 2017

 

University Retirement Community at Davis
Pacific Retirement Services, Inc. (9/30) 

2014

2015

2016 

 2017

 

University Village Thousand Oaks, CCRC, LLC (12/31)

2013

2014

2016 

 2017

 

Varenna at Fountaingrove LLC  
Varenna LLC (12/31)  

2013

2014

2016 

 2017

 

Villa Marin Homeowners Association (10/31)

2014

2015

2016 

 2017

 

Webster House Senior Living, LLC

2014 2015

2016 

 2017