2024-08-26T17:46:46-05:00 2023-12-31 450250958 EIDE BAILLY LLP 2355 E CAMELBACK RD STE 900 PHOENIX AZ 850169065 990 2023-01-01 860318085 CHRISTIAN CARE NURSING CENTER INC CHRI 6023851592 2400 W DUNLAP AVE STE 250 250 PHOENIX AZ 85021 KATHLEEN CONDON CFO 6023851592 2024-08-24 1 1 BRENDA ANN BLUNT CPA P00075126 4803151040 2024-07-31 2023 2024-08-08 14:25:15Z ALAN HIEB 2400 W DUNLAP AVE STE 250 250 PHOENIX AZ 85021 2679955 0 X FELLOWSHIPSQUARESENIORLIVING.ORG X 1976 AZ PROVIDING LONG TERM CARE AND SKILLED NURSING TO VERY LOW INCOME SENIORS 11 10 0 11 0 0 133142 77807 3953967 2601544 3633 -18686 1137 219 4091879 2660884 0 0 0 0 3541128 2212573 0 0 0 1813075 1487634 5354203 3700207 -1262324 -1039323 2540564 2418071 4745801 5662631 -2205237 -3244560 X THROUGH CHRISTIAN LOVE AND EXCELLENCE, WE ARE DEDICATED TO PROVIDING A FULFILLING LIFESTYLE AND PROMOTING INDEPENDENCE TO THOSE WE SERVE. 0 0 2916301 2601544 THE ORGANIZATION IS A 68-BED SKILLED & LONG-TERM CARE CENTER WHICH PROVIDES 24-HOUR NURSING CARE & SPECIALIZED REHABILITATION SERVICES TO THE ELDERLY. THE CENTER OFFERS COMFORTABLE ROOMS, NUTRITIOUS MEALS, SOCIAL SERVICES INCLUDING A CAMPUS CHAPLAIN & INDIVIDUALIZED ACTIVITY PROGRAMS GIVING RESIDENTS A SENSE OF PURPOSE AS THEY NEAR THE END OF LIFE. THE CENTER IS LICENSED BY THE STATE OF ARIZONA AND CERTIFIED BY MEDICARE. THE CENTER IS AN ACTIVE PARTICIPANT IN ADVANCING EXCELLENCE IN AMERICA'S NURSING HOMES, A COALITION OF CONSUMERS/HEALTH CARE PROVIDERS & NURSING HOME PROFESSIONALS. FOUNDED IN 1979, THE CHRISTIAN CARE COMPANIES BEGAN WITH 96 UNITS OF SUBSIDIZED HOUSING AND A 60-BED NURSING CENTER ON (CONTINUED ON SCH. O) THE PHOENIX CAMPUS. THE NURSING CENTER CORNERSTONE QUOTES PSALM 71:9, CAST ME NOT OFF IN THE TIME OF OLD AGE; FORSAKE ME NOT WHEN MY STRENGTH FAILETH. THE ORGANIZATION IS ONE OF 16 RELATED TAX-EXEMPT CHRISTIAN CARE COMPANIES (THE NAMES OF THE OTHER 15 ARE LISTED ON SCHEDULE R) WHO PROVIDE HOUSING, HOSPITALITY AND HEALTHCARE SERVICES FOR VERY-LOW-TO-MIDDLE INCOME ARIZONA SENIORS. THE CHRISTIAN CARE COMPANIES WERE FOUNDED BY THE NONDENOMINATIONAL CHRISTIAN CHURCHES OF ARIZONA AND ARE GOVERNED BY CORPORATE BOARDS OF DIRECTORS. AT DECEMBER 31, 2023, THE CHRISTIAN CARE COMPANIES OWN AND OPERATE 1,990 UNITS OF MIDDLE-INCOME, MARKET-RATE INDEPENDENT, ASSISTED, AND MEMORY CARE UNITS FOR SENIORS ON SIX CAMPUSES, 338 UNITS OF SUBSIDIZED HOUSING, AND A 68-BED HEALTH CENTER. IN ADDITION, WE PROVIDE ASSISTED LIVING SERVICES TO UP TO 107 RESIDENTS OF OUR SUBSIDIZED HOUSING.BENEFITS OF BEING PART OF A CHRISTIAN CARE COMMUNITY TYPICALLY INCLUDE SHARED HOUSEKEEPING; MAINTENANCE AND SECURITY SERVICES, INCLUDING CALL BUTTON MONITORING; ACCESS TO PRIVATE SCHEDULED TRANSPORTATION; AND COMPUTER LABS WITH HIGH-SPEED INTERNET. RESIDENTS TYPICALLY HAVE ENTREE TO ON-CAMPUS FOOD SERVICE VENUES, ENTERTAINING ACTIVITY PROGRAMS, HEALTH & WELLNESS OPPORTUNITIES, AND CHAPLAINCY SERVICES. 2916301 1 1 0 0 0 0 0 0 1 0 1 0 0 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 X 5 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 11 10 0 1 0 0 1 0 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X KATHLEEN CONDON 6024435487 2400 W DUNLAP AVE SUITE 250 PHOENIX AZ 85021 ED FRENCH CHAIRMAN / V. CHAIRMAN (FROM 5/1/23) 0.10 0.90 X X 0 0 0 ROGER BLUMENTHAL V. CHAIRMAN / CHAIRMAN (FROM 5/1/23) 0.10 0.90 X X 0 0 0 JOHN NORRIS SECRETARY 0.10 0.90 X X 0 0 0 DENNIS RUTHERFORD TREASURER 0.10 0.90 X X 0 0 0 LARRY DAILY DIRECTOR (THRU 5/1/23) 0.10 0.40 X 0 0 0 JAY MIHALEK DIRECTOR 0.10 0.40 X 0 0 0 FRANK SUNG DIRECTOR 0.10 0.40 X 0 0 0 RHONDA ANDERSON DIRECTOR 0.10 0.40 X 0 0 0 TOM GREER DIRECTOR 0.10 0.90 X 0 0 0 BILL DODSON DIRECTOR (FROM 8/5/23) 0.10 0.40 X 0 0 0 ROB FAULK DIRECTOR (FROM 8/5/23) 0.10 0.40 X 0 0 0 ALAN HIEB PRESIDENT/CEO 2.00 38.00 X X 0 479667 46082 KATHLEEN CONDON CFO 3.00 47.00 X 0 199581 35484 EDWARD JOHNSON - CHF HUMAN RESOURCE OFF./CHF COMPLIANCE OFF. 3.00 47.00 X 0 228831 49085 KRISTIE LARSEN EXECUTIVE DIRECTOR 15.00 25.00 X 0 189740 28667 0 1097819 159318 0 0 1 0 STAFFU LLC PO BOX 440242 NASHVILLE TN 37244 NURSING SERVICES 496352 MTV GENERAL CONTRACTORS 2840 N NORWALK STREET MESA AZ 85215 CONSTRUCTION 339843 SYMBRIA REHAB BILLING 28100 TORCH PARKWAY SUITE 600 WARRENVILLE IL 60555 PATIENT THERAPIES 120509 3 77807 3000 77807 RESIDENT SERVICE INCOM 623000 2599164 2599164 HOME HEALTH SERVICES 623000 2380 2380 2601544 385 385 19071 -19071 -19071 -19071 MISCELLANEOUS REVENUE 900099 219 219 219 2660884 2601544 0 -18467 1967887 1777293 190594 8671 7962 709 126081 101942 24139 109934 95765 14169 87016 87016 23665 23665 115926 113524 2402 2551 2551 41122 41122 107255 107255 265974 253390 12584 2147 540 1607 15430 15430 107627 102246 5381 117066 111213 5853 BAD DEBT 251162 251162 MISCELLANEOUS 140104 132943 7161 SUPPLIES 105707 105360 347 FOOD LAUNDRY DIETARY 98393 98393 6489 300 6189 3700207 2916301 783906 0 26278 99328 334578 41461 976389 398930 12222 7941 21770 16016 5026496 3406300 953417 1620196 215910 234199 2540564 2418071 349476 514259 14620 801210 0 3580495 5148372 4745801 5662631 X -2221607 -3260930 16370 16370 -2205237 -3244560 2540564 2418071 -1039323 0 X 0 1 X 1 1 1 X 133795 565299 1218227 133142 77807 2128270 5689375 4086080 4281545 3953967 2601544 20612511 5823170 4651379 5499772 4087109 2679351 22740781 13060 9136 8639 7734 7188 45757 339790 813189 353003 690468 860381 3056831 352850 822325 361642 698202 867569 3102588 19638193 8622 1079 1320 5827 385 17233 8622 1079 1320 5827 385 17233 324 4464 1137 219 6144 5832116 4652458 5505556 4094073 2679955 22764158 0.86270 0.90760 0.00080 0.00080 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 4130 0 3944 186 0 28076 28076 3130110 2518435 611675 715766 568235 147531 1152544 319630 832914 1620196 DUE FROM RELATED ENTITIES 225423 OPERATING RIGHT OF USE ASSET 8776 234199 DUE TO RELATED PARTIES 5119596 OPERATING LEASES PAYABLE 8776 PROVIDER RELIEF FUND PAYABLE 20000 5148372 X 2679955 0 2679955 -19071 -19071 2660884 3719278 19071 19071 3700207 0 3700207 PART IV, LINE 1B: THE ORGANIZATION HOLDS DEPOSITS IN TRUST FOR ITS RESIDENTS. PART X, LINE 2: MANAGEMENT BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AFFECTING ITS ANNUAL FILING REQUIREMENTS, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. PART XI, LINE 4B - OTHER ADJUSTMENTS: LOSS ON REFINANCE -19,071. PART XII, LINE 2D - OTHER ADJUSTMENTS: LOSS ON REFINANCE 19,071. 0 0 0 0 0 0 0 1 0 ALAN HIEB PRESIDENT/CEO 0 449886 0 22581 0 7200 0 11400 0 37986 0 529053 0 0 EDWARD JOHNSON - CHF HUMAN RESOURCE OFF./CHF COMPLIANCE OFF. 0 217316 0 11515 0 0 0 9673 0 43580 0 282084 0 0 KATHLEEN CONDON CFO 0 189953 0 9628 0 0 0 8087 0 29967 0 237635 0 0 KRISTIE LARSEN EXECUTIVE DIRECTOR 0 180367 0 9373 0 0 0 7874 0 22875 0 220489 0 0 PART I, LINE 7 THE ORGANIZATION'S MANAGEMENT COMPANY, CHRISTIAN CARE MANAGEMENT, INC., AWARDED CERTAIN MERIT-BASED, DISCRETIONARY BONUSES BASED ON PERFORMANCE REVIEWS. SCHEDULE J, PART I, QUESTION 3 THE ORGANIZATION RELIED ON A RELATED ORGANIZATION, CHRISTIAN CARE MANAGEMENT, INC., THAT USED THE FOLLOWING METHODS DESCRIBED IN QUESTION 3 TO ESTABLISH THE PRESIDENT/CEO'S COMPENSATION: COMPENSATION COMMITTEE (A.K.A. PERSONNEL COMMITTEE), FORM 990 OF OTHER ORGANIZATIONS, COMPENSATION SURVEY OR STUDY, WRITTEN EMPLOYMENT CONTRACT, AND APPROVAL BY THE INDEPENDENT GOVERNING BOARD. FORM 990, PART V, LINE 2A EMPLOYEES ARE EMPLOYEES OF CHRISTIAN CARE MANAGEMENT, INC. NO FEDERAL OR STATE PAYROLL REPORTING IS DONE BY CHRISTIAN CARE NURSING CENTER, INC. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE, CONSISTING OF THE OFFICERS OF THE CORPORATION AND THE PAST CHAIRMAN OR PRESIDENT, ARE AUTHORIZED TO REPRESENT THE BOARD OF DIRECTORS IN NEGOTIATIONS WITH ANY AND ALL AGENTS REPRESENTING INTERESTED OR RELATED PARTIES. HOWEVER, THE COMMITTEE MAY NOT ENCUMBER OR OBLIGATE THE CORPORATION WITHOUT SPECIFIC CONFIRMATION FROM THE BOARD OF DIRECTORS. THE PRESIDENT/CEO IS A VOTING MEMBER OF THE BOARD BUT IS AN EX OFFICIO MEMBER TO THE CHRISTIAN CARE COMMITTEES WITH NO VOTING PRIVILEGES ON THE COMMITTEES. FORM 990, PART VI, SECTION A, LINE 3 THE PRESIDENT/CEO, CFO, CHIEF HUMAN RESOURCE OFFICER/CHIEF COMPLIANCE OFFICER, AND EXECUTIVE DIRECTOR ARE COMPENSATED BY CHRISTIAN CARE MANAGEMENT, INC. FOR PROVIDING OVERSIGHT OF THE DAILY MANAGEMENT OF THE ORGANIZATION. THE CORPORATION AND MANAGEMENT ENTERED INTO A MANAGEMENT AGREEMENT ON A MONTH-TO-MONTH BASIS UNDER WHICH THE CORPORATION IS TO PAY MANAGEMENT AND BOOKKEEPING FEES IN AN AMOUNT SPECIFIED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERSHIP OF THE CORPORATION IS COMPOSED OF AND LIMITED TO THE INDEPENDENT CHRISTIAN CHURCHES OF ARIZONA. FORM 990, PART VI, SECTION A, LINE 7B THE FEDERAL HOUSING COMMISSIONER INSURES THE DEED OF TRUST AND MUST APPROVE ANY CHANGES TO THE ARTICLES OF INCORPORATION THROUGH JULY 2023, WHEN THE NOTE WAS PAID OFF. AS OF JULY 2023, THE FEDERAL HOUSING COMMISSIONER'S APPROVAL IS NO LONGER NEEDED. THE ORGANIZATION MAY NOT SELL OR OTHERWISE DISPOSE OF MORE THAN $200,000 OF REAL PROPERTY OVER THE OBJECTION OF 51% OR MORE OF THE MEMBERS EXCEPT IN THE ORDINARY COURSE OF BUSINESS AND ON SUCH TERMS AND CONDITIONS AS ARE CONSISTENT WITH THE BEST INTEREST AND PURPOSES OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B THE PRESIDENT/CEO AND CFO WILL REVIEW COMPLETED FORM 990 AND PROVIDE A FINAL DRAFT TO THE GOVERNING BOARD ALLOWING FOR A COMMENT PERIOD BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL MEMBERS OF THE BOARD OF DIRECTORS, OFFICERS, KEY EMPLOYEES, HIGHEST COMPENSATED EMPLOYEES, AND ANY OTHER PERSON WITH SUBSTANTIAL INFLUENCE ARE REQUIRED TO FILL OUT A CONFLICT OF INTEREST DISCLOSURE STATEMENT ANNUALLY. PART OF THIS STATEMENT REQUIRES THEM TO SIGN AND CONFIRM THAT THEY HAVE READ AND UNDERSTOOD THE COMPANY'S CONFLICT OF INTEREST POLICY. THEY ALSO AGREE TO NOTIFY THE CHAIR OF THE BOARD OR PRESIDENT/CEO IMMEDIATELY IF THEY BECOME AWARE OF ANY POTENTIAL CONFLICTS. IF AN INDIVIDUAL HAS A CONFLICT, THEY ARE REQUIRED TO LEAVE THE ROOM PRIOR TO PRESENTATION OF THE PROPOSED RESOLUTION(S) AND RECUSE THEMSELVES FROM DISCUSSION OF THE ISSUE AND THE VOTING PROCESS. FORM 990, PART VI, SECTION B, LINE 15 THE PRESIDENT/CEO IS NOT COMPENSATED BY CHRISTIAN CARE NURSING CENTER, INC. THE PRESIDENT/CEO IS COMPENSATED BY CHRISTIAN CARE MANAGEMENT, INC. FOR THE SERVICES PROVIDED TO ALL CHRISTIAN CARE COMPANIES. THE PRESIDENT/CEO'S COMPENSATION IS DETERMINED BY LOOKING AT COMPARABILITY DATA THROUGH REVIEW OF FORM 990 OF OTHER ORGANIZATIONS AND COMPENSATION SURVEYS AND STUDIES. THE PRESIDENT/CEO'S COMPENSATION IS REVIEWED BY THE PERSONNEL COMMITTEE AND RATIFIED BY THE INDEPENDENT GOVERNING BOARD. THE PRESIDENT/CEO'S COMPENSATION ARRANGEMENT IS DOCUMENTED IN WRITTEN EMPLOYMENT CONTRACTS. THIS DOCUMENTATION IS PREPARED EACH YEAR AT THE REQUEST OF THE PERSONNEL COMMITTEE. THE CFO, EXECUTIVE DIRECTOR AND CHIEF HUMAN RESOURCE OFFICER/CHIEF COMPLIANCE OFFICER ARE NOT COMPENSATED BY CHRISTIAN CARE NURSING CENTER, INC.. THE CFO, EXECUTIVE DIRECTOR AND CHIEF HUMAN RESOURCE OFFICER/CHIEF COMPLIANCE OFFICER ARE COMPENSATED BY CHRISTIAN CARE MANAGEMENT, INC. FOR THEIR SERVICES PROVIDED TO MULTIPLE CHRISTIAN CARE RELATED ENTITIES. THEIR COMPENSATION IS DETERMINED BY LOOKING AT COMPARABILITY DATA THROUGH REVIEW OF COMPENSATION SURVEYS AND STUDIES. THEY DO NOT HAVE WRITTEN EMPLOYMENT CONTRACTS. THEIR COMPENSATION IS ALSO REVIEWED ANNUALLY AT THE BEGINNING OF EACH YEAR. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. CHRISTIAN CARE MANAGEMENT INC 2400 W DUNLAP AVE SUITE 250 PHOENIX AZ 85021 942756711 MANAGEMENT SERVICES AND SUPPORT FOR CHRISTIAN CARE COMPANIES AZ 501(C)(3) LINE 12B, II N/A 0 CHRISTIAN CARE HOLDING COMPANY INC 2400 W DUNLAP AVE SUITE 250 PHOENIX AZ 85021 860892946 ENHANCING LIQUIDITY FOR CHRISTIAN CARE COMPANIES AZ 501(C)(3) LINE 12B, II N/A 0 CHRISTIAN CARE ASSISTED LIVING (PHOENIX) INC 2400 W DUNLAP AVE SUITE 250 PHOENIX AZ 85021 860828877 MIDDLE MARKET ASSISTED LIVING FOR SENIORS AZ 501(C)(3) LINE 10 N/A 0 CHRISTIAN CARE RETIREMENT APARTMENTS INC 2400 W DUNLAP AVE SUITE 250 PHOENIX AZ 85021 742455683 MIDDLE MARKET RESIDENTIAL LIVING FOR SENIORS AZ 501(C)(3) LINE 10 N/A 0 CHRISTIAN CARE MESA INC 2400 W DUNLAP AVE SUITE 250 PHOENIX AZ 85021 860828879 MIDDLE MARKET RESIDENTIAL & ASSISTED LIVING FOR SENIORS AZ 501(C)(3) LINE 10 N/A 0 CHRISTIAN CARE TUCSON INC 2400 W DUNLAP AVE SUITE 250 PHOENIX AZ 85021 860962052 MIDDLE MARKET RESIDENTIAL AND ASSISTED LIVING FOR SENIORS AZ 501(C)(3) LINE 10 N/A 0 CHRISTIAN CARE MESA II INC 2400 W DUNLAP AVE SUITE 250 PHOENIX AZ 85021 900067112 MIDDLE MARKET RESIDENTIAL LIVING FOR SENIORS AZ 501(C)(3) LINE 10 N/A 0 CHRISTIAN CARE MANOR II INC 2400 W DUNLAP AVE SUITE 250 PHOENIX AZ 85021 860433280 SUBSIDIZED HOUSING WITH ASSISTED LIVING FOR VERY-LOW INCOME SENIORS AZ 501(C)(3) LINE 10 N/A 0 CHRISTIAN HOUSING MESA INC 2400 W DUNLAP AVE SUITE 250 PHOENIX AZ 85021 953471692 SUBSIDIZED HOUSING WITH ASSISTED LIVING FOR VERY-LOW INCOME SENIORS AZ 501(C)(3) LINE 10 N/A 0 CHRISTIAN CARE MANOR III INC 2400 W DUNLAP AVE SUITE 250 PHOENIX AZ 85021 742437015 SUBSIDIZED HOUSING FOR VERY-LOW INCOME SENIORS AZ 501(C)(3) LINE 10 N/A 0 CHRISTIAN HOUSING-COTTONWOOD INC 2400 W DUNLAP AVE SUITE 250 PHOENIX AZ 85021 860775063 SUBSIDIZED HOUSING WITH ASSISTED LIVING FOR VERY-LOW INCOME SENIORS AZ 501(C)(3) LINE 10 N/A 0 CHRISTIAN CARE CALIFORNIA 2400 W DUNLAP AVE SUITE 250 PHOENIX AZ 85021 330264173 AFFORDABLE SENIOR HOUSING AND HEALTHCARE CA 501(C)(3) PF CHRISTIAN CARE HOLDING COMPANY INC 0 CHRISTIAN CARE MANAGEMENT II INC 2400 W DUNLAP AVE SUITE 250 PHOENIX AZ 85021 264242355 ASSISTED LIVING SERVICES FOR VERY-LOW TO MIDDLE INCOME SENIORS AZ 501(C)(3) LINE 12B, II N/A 0 CHRISTIAN CARE MESA III INC 2400 W DUNLAP AVE SUITE 250 PHOENIX AZ 85021 203253081 AFFORDABLE ASSISTED LIVING FOR SENIORS AZ 501(C)(3) LINE 12B, II N/A 0 CHRISTIAN CARE SURPRISE INC 2400 W DUNLAP AVE SUITE 250 PHOENIX AZ 85021 270919033 MIDDLE MARKET RESIDENTIAL & ASSISTED LIVING FOR SENIORS AZ 501(C)(3) LINE 10 N/A 0 COVENANT HOME HEALTH LLC 2400 W DUNLAP AVE SUITE 250 PHOENIX AZ 85021 834353828 PROVIDING HOME HEALTH SERVICES AZ N/A 0 0 CHRISTIAN CARE MANAGEMENT IV INC 2400 W DUNLAP AVE SUITE 250 PHOENIX AZ 85021 471154405 CHARITABLE HEALTH AND/OR EDUCATIONAL ORGANIZATION AZ N/A C 0 HOME HEALTH CARE INC DBA COVENANT HOME HEALTH 2400 W DUNLAP AVE SUITE 250 PHOENIX AZ 85021 841387500 PROVIDING HOME HEALTH SERVICES AZ N/A C 0 CFS PROTECTED CELL OF MEDTRANS 2400 W DUNLAP AVE SUITE 250 PHOENIX AZ 85021 881491766 PROVIDING EMPLOYER HEALTH INSURANCE SERVICES NV N/A C 0 0 0 0 1 1 0 0 0 0 0 1 0 1 1 1 1 1 0 1 SCHEDULE R, PART II CHRISTIAN CARE MANAGEMENT II, INC IS IN ITS 60-MONTH PERIOD TO TERMINATE ITS PRIVATE FOUNDATION STATUS AS IT QUALIFIES AS A PUBLIC CHARITY DESCRIBED IN IRC SECTION 509(A)(3), TYPE II. WHILE CHRISTIAN CARE MANAGEMENT II CONTINUES TO FILE A 990-PF RETURN, AS REQUIRED, IT CONTINUES TO MEET THE REQUIREMENTS AS A TYPE II SUPPORTING ORGANIZATION, SO IT IS REPORTED AS SUCH ON PART II.