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.

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 

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

2014

2015

2016 

Air Force Village West (12/31)

2016 

Aldersly, Inc. (9/30)

2014

2015

2016 

American Baptist Homes of the West (9/30)

2014

2015

2016 

Artesia Christian Home (12/30)

   

2016 

Atherton Baptist Homes (12/31)

2013

2014

2016 

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

2013

2014

2016 

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

2014

2016 

Brethren Hillcrest Homes (6/30)

2014

2015

2016 

Brookdale Senior Living, Inc.
Emeritus Corporation
EmeriCare, Inc.

    2016 

California Friends Home (12/31)

2013

2014

2016 

California-Nevada Methodist Homes (6/30)

2014

2015

2016 

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

                     

2016 

 

 

           

Casa de las Campanas (7/31)

2014

2015

2016 

Casa Pacifica (12/31)

2013

2014

2016 

 

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

2014

2015

2016 

CC Palo Alto, Inc. (12/31)

2014

2015

2016 

Channing House (2/28)

2014

2015

2016 

Compass Health, Inc. (12/31)

2014

2016 

Congregational Homes, Inc. (9/30)

2014

2015

2016 

CoreCare III (12/31)

2014

2015

2016 

Covenant Retirement Communities (1/31)

2014

2015

2016 

Emeritus Corporation

2016 

Emericare, Inc. (12/31)

2013

2016 

Episcopal Communities & Services for Seniors (6/30)

2014

2015

2016 

Episcopal Senior Communities (3/31)

2014

2015

2016 

Eskaton, Inc

Eskaton Properties, Inc. (12/31)

2013

2014

2016 

Fountaingrove Lodge LLC 

Oakmont Senior Living LLC (12/31)

2016 

 

 

 

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

2013

2014

2016 

Fountainview at Eisenberg Village, LLC

2016 

Los Angeles Jewish Home for the Aging (8/31)

2014

2015

2016 

Freedom Properties – Hemet (12/31)

2013

2014

2016 

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

2014

2015

2016 

Front Porch Communities and Services (3/31)

2014

2015

2016 

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

2013

2014

2016 

 

 

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

2014

2015

2016 

Hollenbeck Palms (6/30)

2014

2015

2016 

Inland Christian Home (12/31)

2015

2016 

JHA West 16, LLC

2016 

Los Angeles Jewish Home for the Aging (8/31) (Applicant)

2016 

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

2014

2015

2016 

Masonic Homes of California (10/31)

2014

2015

2016 

Meadowbrook Village Christian Retirement Community (12/31)

2013

2014

2016 

Mennonite Brethren Homes (12/31)

2014

2015

2016 

Mercy Retirement & Care Center

2016 

Elder Care Alliance (6/30)

2014

2015

2016 

MonteCedro LLC (6/30) (Applicant)

2016 

Montecito Retirement Association (12/31)

2013

2014

2016 

Monte Vista Grove Homes (12/31)

2014

2016 

No. California Congregational Retirement Homes (12/31)

2013

2014

2016 

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

2014

2015

2016 

No. California Retired Officers Community (12/31)

2014

2015

2016 

Oakmont Senior Living LLC (12/31)

2013

2014

2016 

O’Connor Woods Housing Corporation

2016 

O’Connor Woods Holding Company (12/31)

2013

2014

2016 

Odd Fellows Home of California (3/31)

2014

2015

2016 

Pacifica Concordia LP

2016 

PAC Concordia LLC (12/31)

2016 

Pilgrim Place (12/31)

2014

2015

2016 

Rancho San Antonio Retirement Services, Inc.

2016 

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

2013

2014

2016 

S-H Op Co Camarillo

2016 

S-H Op Co Carlsbad

2016 

 S-H Op Co Carmel Valley     2016
 S-H Op Co Rancho Mirage     2016 
 S-H Op Co San Juan Capistrano     2016 

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

2013

2014

2016 

Segovia Operations LLC

2016 

Oakmont Senior Living LLC (12/31)

2013

2014

2016 

Sierra View Homes (12/31)

2014

2016 

Solheim Lutheran Home (12/31)

2014

2015

2016 

Solvang Lutheran Home (12/31)

2013

2014

2016 

Southern California Presbyterian Homes (12/31)

2013

2014

2016 

Stoneridge Creek Pleasanton CCRC, LLC (12/31)

2015

2016 

Sunrise Carlisle GP, LLC (as GP of Sunrise Carlisle LP)

2016 

Sunrise Senior Living, LLC (12/31)

2013

2014

2016 

Sunrise Stratford GP, LLC (as GP of Sunrise Stratford LP)

2016 

Sunrise Senior Living, LLC (12/31)

2013

2014

2016 

The Terraces at San Joaquin Gardens (9/30)

2014

2015

2016 

Town & Country Manor (6/30)

2014

2015

2016 

University Retirement Community at Davis

2016 

Pacific Retirement Services, Inc. (9/30)

2014

2015

2016 

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

2013

2014

2016 

Varenna at Fountaingrove LLC

2016 

Varenna LLC (12/31)

2013

2014

2016 

Villa Marin Homeowners Association (10/31)

2014

2015

2016 

Webster House Senior Living, LLC

2016 

Lytton Gardens, Inc. (3/31)

2014

2015

2016