Judge, Stanislaus County Superior Court · due 2025-03-03
Filed
2025-02-27 · signed 02/27/2025 11:14 PM
Source
Read from the FPPC's structured data, checked against the PDF · the PDF (6 p.) · FPPC portal
Schedule A-2 · Businesses & trusts (10% or more) 3
Balance Assisted LivingLLC Partnership · from the PDF
Senior Assisted Living · 1321 S. Fairmont, Lodi, CA · Business Development
Value over $1,000,000 · gross income $0–$499
Holds: 1321 S. Fairmont (Lodi, CA) · over $1,000,000 · Property Ownership/Deed of Trust
Legacy OaksLLC Partnership · from the PDF
Senior Assisted Living · 1922 Morrse Ave., Sacramento, CA · Business Development
Value over $1,000,000 · gross income $0–$499
Holds: 1922 Morris Ave. (Sacramento, CA) · over $1,000,000 · Property Ownership/Deed of Trust
Living GraceLLC Partnership · from the PDF
Senior Assisted Living · 1960 Lowell Tracy, CA · Business Development
Value over $1,000,000 · gross income $0–$499
Holds: 1960 Lowell (Tracy, CA) · over $1,000,000 · Property Ownership/Deed of Trust
Schedule B · Real property 4
Property
Value
Rental income
1095 E Tabor Ave., Fairfield · from the PDF Ownership/Deed of Trust
over $1,000,000
$10,001–$100,000 building was sold and my spouse was a minority owner (1%) and received $25,000 back as the original investment amount put in by my spouse; it was acquired prior to 2023 but sold in 2024
1321 S. Fairmont, Lodi Ownership/Deed of Trust
over $1,000,000
$0–$499 building is not rented, it is used for the business operated by the owners; the business is Senior Assisted Living
1922 Morrse Ave., Sacramento Ownership/Deed of Trust
over $1,000,000
$0–$499 building is not rented; it is used for the business operated by the LLC Partnership; the business is Senior Assisted Living
1860 Lowell, Tracy, CA Ownership/Deed of Trust
over $1,000,000
$0–$499 building is not rented; it is used for the business operated by the LLC Partnership; the business is Senior Assisted Living
Schedule C · Income and business positions 2
Source
Income
Balance Assisted Living Senior Assisted Living · CEO/Business Development (Spouse) · 1321 S. Fairmont Lodi, CA
$10,001–$100,000 Spouse's or registered domestic partner's income
Park Rose Senior Assisted Living · minority owner in property of business (Spouse) · 1095 E Tabor, Fairfield, CA
$10,001–$100,000 Sale of: business and business property (by spouse)
The filer's comments
A-2 Spouse's businesses; land acquired prior to 2024 but spouse's ownership interest increased in 2024 to over 10%
A-2 Spouse's businesses and land ownership with businesses