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HomeMy WebLinkAbout0108.094({I}. . -, ~,~ . . . JanuaIY 13# 1994 HO~ORABLE CITY COUNCIL Palo Alto, California LITTON GA&DINS-lII STATUS REPORT Mambers of the Council: This is an informational report and no council action is required. S.DOr~ in Brier Lytton Gardens Inc:.. (LeI) has used bond .reserves to make the Dece.))er 15, 1993 payment. The debt service r-ese.rve has been re.cluced from $1.2 million to $29, 142 ~ The bond.s are insured by tile. Office ot Statewide Health Planninq and Development (OSHPD). OSHPD has assured staff that it has established the necessary procedures to make the next semi-annual interest payment~ If OSHPD ~akes the June 1994 payment, it 'Would have the. legal right to close the facility. However, it has not indicated to staff what it intends to d.o~ BackqroUQ;~ LGI is_a-California nonprofit ~ublic benefit corpor~tion, which was established in May 19BO by community Housing, Inc. (CHI). Oil, also a nonprofit public benefit corporation~ vas created in February 1970, by members of tvo Palo Alto churches for the purpose of developinq housing fQr senior citizens with low incoaes. Lytton Gardens III is a skilled nursing facility and convalescent hospital built by CHI on Webster street. In October 1981 f the City issued City of Palo Alto Insured Health Facility Revenue Bonds of $9.6 million to acquire, constrllct and equip Lytton III~ In october 1982, and aqain in Decembe~ 1986, the City advance refunded the bonds. The last financing was in the principal amount of $13.4 million and had a $1~2 million reserve. CMR:108:94 , ',' o The semi-annual interest payments to the holders of the 1986 bonds have been aade on a timely basis. However, from December: 1989 throuqh the present, the corporation had been unable to make full payments, and the trustee has used funds from the bond reserve account. In ~ugust 199.1 (CMR: .381: 91) j staff reported the bond reserve had been reduced to $427,000. In July 1993 (CMR:J85:93)~ staff reported L~at the reserve was used to make the June IS, 1993 payment; and the reserve was red~ced to $278,500. Dap lIt lo' af :oabt 8ery.l~~J~~J .rve The Trustee for the City of Palo Alto/Lytton Carden Revenue Bonds, Bank of America., has informed the city that the debt service reserve was again used to make the Dece~ber 15, 199) payment; and the reserve has been reduced to $29,1~2. The ~udited rina~cial statements for LGI tor fiscal years ending Karch 31, 1992 and 1993 showed that LGI continued to have operatir.g de:ticits of $40,242 anc $559,300, respectively. During the two )'ears, the overall fund deficit increased trom $4.8 million to $5,4 million. Interest on the 1986 bond and December 15 sach year. vill be added in 1997. issue of $443,290 is payab1e on June 15 The first principal payment of $345,000 Office o( Statewide Health Planp,ninq ancS Development The bonds are insured by OSHPD. staff has maintained contact with -both the OSHPD and Lytton management. During recent discussions, the representative from OSHPD explained that their aqency was &etting up the necessary mechanisms to allow them to ma~e the June 15, 1994 payment, if that becomes necessary. The representative frcm OSHPD explained to both the Lytton management and staff that if OSHPD is required to make a payment, they would have the legal riqht to close the facility or replace the management~ However, t.l].e representative froi!', OSHPD also stated that the agency has no plana to either replace the management or close the facility at this time. Starf will continue to monitor the status of LGI and the City of Palo Alto/Lytton Gardens rt~venue Bonds and report to Council on any developments. CIIR:l0S:94 2 .. Reopeetfully h-A.·~ Gordon S. Ford ~ea. IS Manager T'~0<.Q ;1' HARRISON Dir f nee Related Staff Reports: CKR:387!91 ClIP. 5Q4 91 CMR 233 93 CI!R 385 93 CMR:loa:94 J