MIRABELLA AT ASU INC: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- MIRABELLA AT ASU INC (EIN 81-3784956)
- Tax period
- 2020-10-01 to 2021-09-30
- Filed
- 2022-08-12
- IRS object ID
- 202202249349301910
- Schema version
- 2020v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-08-12T11:57:11-05:00 | ReturnTs |
| Tax Period End | 2021-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10700 NORTHUP WAY SUITE 200 | AddressLine1Txt |
| City | BELLEVUE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 813784956 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MIRABELLA AT ASU INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MIRA | BusinessNameControlTxt |
| Phone | 8887246424 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 EAST UNIVERSITY DRIVE 6TH FLOO | AddressLine1Txt |
| City | TEMPE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85281 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS DOROUGH | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 8887246424 | PhoneNum |
| Signature | 2022-08-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | THOMAS | PersonFirstNm |
| Person Last | DOROUGH | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KURT BENNION CPA | PreparerPersonNm |
| PTIN | P01469618 | PTIN |
| Phone | 4252506100 | PhoneNum |
| Preparation | 2022-08-11 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ERIC SHOLTY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 WEST MAIN SUITE 303 | AddressLine1Txt |
| City | MEDFORD | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $7,023,200 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.RETIREMENT.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2016 | FormationYr |
| Legal Domicile State | AZ | LegalDomicileStateCd |
| Activity Or Mission | DEVELOPMENT AND OPERATION OF A COMPREHENSIVE CONTINUING CARE RETIREMENT COMMUNITY FOR THE ELDERLY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 6 | VotingMembersIndependentCnt |
| Total Employee | 38 | TotalEmployeeCnt |
| Total Volunteers | 7 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,195,305 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,059 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $5,099,533 | CYProgramServiceRevenueAmt |
| PY Investment Income | $0 | PYInvestmentIncomeAmt |
| CY Investment Income | $725,236 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $262,895 | CYOtherRevenueAmt |
| PY Total Revenue | $2,195,305 | PYTotalRevenueAmt |
| CY Total Revenue | $6,088,723 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $41,474 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $792,561 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,359,741 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,685,092 | PYOtherExpensesAmt |
| CY Other Expenses | $18,840,061 | CYOtherExpensesAmt |
| PY Total Expenses | $2,477,653 | PYTotalExpensesAmt |
| CY Total Expenses | $24,241,276 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$282,348 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$18,152,553 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $304,474,873 | TotalAssetsBOYAmt |
| Total Assets EOY | $298,424,373 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $287,338,096 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $323,009,779 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $17,136,777 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$24,585,406 | NetAssetsOrFundBalancesEOYAmt |
| Mission | DEVELOPMENT AND OPERATION OF A COMPREHENSIVE CONTINUING CARE RETIREMENT COMMUNITY FOR THE ELDERLY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $19,564,190 | ExpenseAmt |
| Grant | $41,474 | GrantAmt |
| Revenue | $5,099,533 | RevenueAmt |
| Desc | THE ORGANIZATION WILL DEVELOP AND OPERATE A COMPREHENSIVE CONTINUING CARE RETIREMENT COMMUNITY FOR THE ELDERLY. | Desc |
| Total Program Service Expenses | $19,564,190 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 14 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 38 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 6 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSH BLACKSON | PersonNm |
| Phone | 5418577205 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 WEST MAIN SUITE 303 | AddressLine1Txt |
| City | MEDFORD | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| ERIC SHOLTY | ||||||||
| CHAIR | 1.00 | 50.00 | Yes (X) | Yes (X) | $0 | $407,385 | $44,874 | |
| THOMAS DOROUGH | ||||||||
| EXECUTIVE DIRECTOR | 40.00 | 0.00 | $158,114 | $0 | $16,538 | Yes (X) | ||
| ANTHONY SABATINI | ||||||||
| SECRETARY | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DOUG WILSON | ||||||||
| TREASURER | 1.00 | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| GINNY DESANTO | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DANIEL DILLON | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| BOB MAYERS | ||||||||
| DIRECTOR | 1.00 | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| JEFF ROBERTS | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $158,114 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $407,385 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $61,412 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MCCARTHY BUILDING COMPANIES INC | |||||
| 6225 N 24TH STREET SUITE 200 | PHOENIX | AZ | 85016 | CONSTRUCTION | $48,436,454 |
| ABSOLUTE PROCUREMENT | |||||
| 4829 N CONGRESS AVENUE | PORTLAND | OR | 97217 | INTERIOR DESIGN | $3,118,950 |
| ANKROM MOISAN ASSOC | |||||
| 38 NW DAVIS SUITE 300 | PORTLAND | OR | 97209 | ARCHITECTURAL SERVICES | $1,222,215 |
| PACIFIC RETIREMENT SERVICES INC | |||||
| 1 WEST MAIN SUITE 303 | MEDFORD | OR | 97501 | MANAGEMENT SERVICES | $870,651 |
| SUN VALLEY SOLAR SOLUTIONS LLC | |||||
| 3225 N COLORADO STREET | CHANDLER | AZ | 85225 | SOLAR INSTALLATION | $257,554 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 8 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $1,059 | AllOtherContributionsAmt |
| Total Contributions | $1,059 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| SERVICE FEES | 621300 | $4,341,454 | $4,341,454 |
| ENTRANCE FEES | 621300 | $555,165 | $555,165 |
| GARAGE | 621300 | $94,778 | $94,778 |
| DIETARY | 621300 | $65,622 | $65,622 |
| HEALTH CENTER | 621300 | $33,506 | $33,506 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,008 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $9,008 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $5,099,533 | TotalProgramServiceRevenueAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $533,203 | TotalRevenueColumnAmt |
| Exclusion | $533,203 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $262,895 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $262,895 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $262,895 | TotalRevenueColumnAmt |
| Exclusion | $262,895 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $1,126,510 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $934,477 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $192,033 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $192,033 | TotalRevenueColumnAmt |
| Exclusion | $192,033 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,088,723 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,099,533 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $988,131 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,474 | TotalAmt |
| Program Services | $41,474 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $208,238 | TotalAmt |
| Management And General | $208,238 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,270,405 | TotalAmt |
| Program Services | $3,419,367 | ProgramServicesAmt |
| Management And General | $851,038 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,929 | TotalAmt |
| Program Services | $25,885 | ProgramServicesAmt |
| Management And General | $30,044 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $495,589 | TotalAmt |
| Program Services | $369,660 | ProgramServicesAmt |
| Management And General | $125,929 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $329,580 | TotalAmt |
| Program Services | $255,455 | ProgramServicesAmt |
| Management And General | $74,125 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,206,031 | TotalAmt |
| Management And General | $1,206,031 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $306,210 | TotalAmt |
| Management And General | $306,210 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,762 | TotalAmt |
| Management And General | $14,762 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,131 | TotalAmt |
| Management And General | $36,131 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $490,484 | TotalAmt |
| Program Services | $365,149 | ProgramServicesAmt |
| Management And General | $125,335 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $799,223 | TotalAmt |
| Management And General | $799,223 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $935,669 | TotalAmt |
| Program Services | $598,212 | ProgramServicesAmt |
| Management And General | $337,457 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $186,974 | TotalAmt |
| Management And General | $186,974 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,157,207 | TotalAmt |
| Program Services | $1,157,207 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $161,862 | TotalAmt |
| Program Services | $18,510 | ProgramServicesAmt |
| Management And General | $143,352 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,971 | TotalAmt |
| Program Services | $14,593 | ProgramServicesAmt |
| Management And General | $6,378 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,185,310 | TotalAmt |
| Program Services | $6,185,310 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,638,943 | TotalAmt |
| Program Services | $5,638,943 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $183,383 | TotalAmt |
| Program Services | $183,383 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| OTHER FACILITY SERVICE | $716,898 | $491,039 | $225,859 |
| SUPPLIES | $648,706 | $648,706 | |
| HEALTH CENTER EXPENSE | $80,475 | $80,475 | |
| PROGRAM FUND EXPENSES | $70,822 | $70,822 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,241,276 | TotalAmt |
| Program Services | $19,564,190 | ProgramServicesAmt |
| Management And General | $4,677,086 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,370,750 | BOYAmt |
| EOY | $11,106,408 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,671,783 | BOYAmt |
| EOY | $40,001,085 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,015 | BOYAmt |
| EOY | $31,643 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,050 | BOYAmt |
| EOY | $209,892 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $138,095 | BOYAmt |
| EOY | $455,521 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $242,703,713 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $6,297,700 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $222,286,156 | BOYAmt |
| EOY | $236,406,013 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,975,024 | BOYAmt |
| EOY | $10,213,811 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $304,474,873 | BOYAmt |
| EOY | $298,424,373 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,782,310 | BOYAmt |
| EOY | $15,502,660 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $13,446,830 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $248,318,389 | BOYAmt |
| EOY | $166,008,966 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,230,965 | BOYAmt |
| EOY | $3,106,014 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,006,432 | BOYAmt |
| EOY | $124,945,309 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $287,338,096 | BOYAmt |
| EOY | $323,009,779 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,321,895 | BOYAmt |
| EOY | -$31,329,527 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,814,882 | BOYAmt |
| EOY | $6,744,121 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,136,777 | BOYAmt |
| EOY | -$24,585,406 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $304,474,873 | BOYAmt |
| EOY | $298,424,373 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$18,152,553 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$204,630 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$23,365,000 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $18,427,123 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,371,550 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,195,305 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,059 | CurrentTaxYearAmt |
| Total | $23,995,037 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $5,099,533 | CurrentTaxYearAmt |
| Total | $5,099,533 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $18,427,123 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,371,550 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,195,305 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,100,592 | CurrentTaxYearAmt |
| Total | $29,094,570 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $29,094,570 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $796,098 | CurrentTaxYearAmt |
| Total | $796,098 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $796,098 | CurrentTaxYearAmt |
| Total | $796,098 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $18,427,123 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,371,550 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,195,305 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,896,690 | CurrentTaxYearAmt |
| Total | $29,890,668 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| First5 Years509 | Yes (X) | First5Years509Ind |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $228,233,361 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,332,441 | DepreciationAmt |
| Book Value | $223,900,920 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $758,467 | OtherCostOrOtherBasisAmt |
| Depreciation | $758,467 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,729,886 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,206,792 | DepreciationAmt |
| Book Value | $9,523,094 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,981,999 | OtherCostOrOtherBasisAmt |
| Book Value | $2,981,999 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $236,406,013 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO AFFILIATES | $8,217,663 |
| ACCRUED INTEREST | $3,018,421 |
| REPAYABLE ENTRANCE FEES | $90,344,225 |
| FUTURE SERVICE OBLIGATION | $23,365,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $124,945,309 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $5,860,496 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $5,860,496 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $36,132 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $192,095 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $228,227 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $6,088,723 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $24,013,111 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $24,013,111 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $36,132 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $192,033 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $228,165 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $24,241,276 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | RESIDENT SECURITY DEPOSITS ARE HELD IN A SEPARATE BANK ACCOUNT. WHEN THE RESIDENT LEAVES THE FACILITY THE SECURITY DEPOSIT, MINUS ANY AMOUNTS RETAINED FOR REPAIRS, IS REFUNDED. |
| PART X, LINE 2: | THE CORPORATION RECOGNIZES THE TAX BENEFIT FROM UNCERTAIN TAX POSITIONS ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITIONS WILL BE SUSTAINED ON EXAMINATION BY THE TAX AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFIT IS MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE CORPORATION RECOGNIZES INTEREST AND PENALTIES RELATED TO INCOME TAX MATTERS IN OPERATING EXPENSES. AT SEPTEMBER 30, 2021 AND 2020, THERE WERE NO SUCH UNCERTAIN TAX POSITIONS. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | CONTRIBUTIONS WITH DONOR RESTRICTIONS 62. GAIN ON DISPOSAL OF PROPERTY AND EQUIPMENT 192,033. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | GAIN ON DISPOSAL OF PROPERTY AND EQUIPMENT 192,033. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARIZONA STATE UNIVERSITY FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 E UNIVERSITY DRIVE 2061 | AddressLine1Txt |
| City | TEMPE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85281 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 866051042 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Non Cash Assistance | $41,474 | NonCashAssistanceAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
| Non Cash Assistance | STEINWAY PIANO | NonCashAssistanceDesc |
| Purpose Of Grant | GENERAL OPERATING SUPPORT | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE USE OF GRANT FUNDS IS MONITORED BY THE BOARD OF DIRECTORS AND IS REVIEWED QUARTERLY FOR PROPRIETY. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ERIC SHOLTY | ||||||||||||||
| CHAIR | $0 | $342,489 | $0 | $64,896 | $0 | $0 | $0 | $18,750 | $0 | $26,124 | $0 | $452,259 | $0 | $0 |
| THOMAS DOROUGH | ||||||||||||||
| EXECUTIVE DIRECTOR | $156,114 | $0 | $2,000 | $0 | $0 | $0 | $15,886 | $0 | $652 | $0 | $174,652 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION PAID BONUSES THIS YEAR. THE PROCESS FOR DETERMINING EXECUTIVE BONUSES IS DISCRETIONARY. IT IS DETERMINED BY THE VP OF OPERATIONS FOR PRS AND IT IS BASED ON THE PERFORMANCE OF THE COMMUNITY FOR THE YEAR. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE INDUSTRIAL DEVELOPMENT AUTHORITY OF THE CITY OF TEMPE ARIZONA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 860439481 | BondIssuerEIN |
| CUSIP | 87972MAY8 | CUSIPNum |
| Bond Issued | 2017-12-22 | BondIssuedDt |
| Issue Price | $251,534,712 | IssuePriceAmt |
| Purpose | REFUND A LOAN AND FINANCE FACILITY CONSTRUCTION & IMPROVEMENTS | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $82,595,000 | RetiredAmt |
| Total Proceeds | $259,529,723 | TotalProceedsAmt |
| In Reserve Fund | $12,888,413 | InReserveFundAmt |
| Capitalized Interest | $37,693,316 | CapitalizedInterestAmt |
| Issuance Costs From Proceeds | $3,835,246 | IssuanceCostsFromProceedsAmt |
| Working Capital Expenditures | $5,014,143 | WorkingCapitalExpendituresAmt |
| Capital Expenditures | $183,061,048 | CapitalExpendituresAmt |
| Other Spent Proceeds | $7,250,000 | OtherSpentProceedsAmt |
| Unspent | $9,787,557 | UnspentAmt |
| Substantial Completion | 2020 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | Yes (1) | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | 0 | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | Yes (1) | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.00000 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.00000 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | Yes (1) | RebateNotDueYetInd |
| Exception To Rebate | Yes (1) | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | Yes (1) | GrossProceedsInvestedInGICInd |
GIC Provider Name GICProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEUTSCHE BANK REPO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of GIC | 2.620000000000 | TermOfGICPct |
| Regulatory Safe Harbor Stsfd | Yes (1) | RegulatorySafeHarborStsfdInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART II, LINE 3: | THE TOTAL PROCEEDS SHOWN IN PART II, LINE 3 DIFFERS FROM THE ISSUE PRICE SHOWN IN PART I, COLUMN E DUE TO INTEREST EARNINGS ON INVESTED PROCEEDS. |
| PART III, LINE 7: | AS PROVIDED IN TREASURY REGULATION SECTION 1.141-4(C)(2)(I)(B), THE AMOUNT OF PRIVATE PAYMENTS TAKEN INTO ACCOUNT UNDER THE PRIVATE PAYMENT TEST MAY NOT EXCEED THE AMOUNT OF PRIVATE BUSINESS USE AND/OR UNRELATED TRADE OR BUSINESS USE. ACCORDINGLY, THE AMOUNT OF PRIVATE PAYMENTS FOR THE REPORTING PERIOD DOES NOT EXCEED THE AMOUNT STATED IN PART III, LINE 6. THE ORGANIZATION HAS NOT UNDERTAKEN AN ANALYSIS OF THE PRIVATE SECURITY TEST WITH RESPECT TO THE BONDS, AS THE LEVEL OF PRIVATE BUSINESS USE AND/OR UNRELATED TRADE OR BUSINESS USE REPORTED IN PART III, LINE 6 IS NOT IN EXCESS OF AMOUNTS PERMITTED UNDER SECTION 145 OF THE CODE. |
| PART IV, LINE 2(A), AND 2(C): | THE 5TH BOND YEAR HAS NOT OCCURRED, THUS NO REBATE CALCULATION COULD BE DUE. |
| PART IV, LINE 2(B): | THE PORTION OF THE BONDS USED TO CURRENT REFUND A PRIOR LOAN HAS MET THE SIX-MONTH EXCEPTION TO THE REBATE REQUIREMENT. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | MIRABELLA AT ASU, INC. DELEGATES MANAGEMENT DUTIES TO PACIFIC RETIREMENT SERVICES, INC. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE ORGANIZATION HAS TWO MEMBERS: MIRABELLA ASU TEMPE LLC AND PACIFIC RETIREMENT SERVICES, INC. |
| FORM 990, PART VI, SECTION A, LINE 7A | THREE DIRECTORS ARE ELECTED BY MIRABELLA ASU TEMPE LLC AND FOUR DIRECTORS ARE ELECTED BY PACIFIC RETIREMENT SERVICES, INC. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE FOLLOWING ACTIONS MAY NOT BE TAKEN BY MIRABELLA AT ASU, INC. ("THE ORGANIZATION") WITHOUT THE APPROVAL OF BOTH MEMBERS: (1) THE MERGER OF THE ORGANIZATION WITH OR INTO ANY OTHER ENTITY, INCLUDING ANY APPROVAL OF A PLAN OF MERGER; (2) ANY ADOPTION, AMENDMENT OR RESTATEMENT OF THE ARTICLES OR BYLAWS; (3) THE ADMISSION OF ANY ADDITIONAL MEMBERS TO THE ORGANIZATION; (4) THE TRANSFER OF ANY MEMBER'S MEMBERSHIP INTEREST IN THE ORGANIZATION; (5) THE SALE, TRANSFER OR CONVEYANCE OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OF THE ORGANIZATION, OR ANY SIMILAR TRANSACTION; (6) ANY DISSOLUTION OR LIQUIDATION OF THE ORGANIZATION, WHETHER SUCH PROCEEDINGS ARE JUDICIAL OR OTHERWISE, PROVIDED, HOWEVER, THAT A DISSOLUTION OF THE ORGANIZATION FOLLOWING THE SALE, TRANSER OR CONVEYANCE OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OF THE ORGANIZATION (SO LONG AS SUCH SALE, TRANSFER OR CONVEYANCE WAS UNANIMOUSLY APPROVED BY THE MEMBERS) SHALL NOT REQUIRE ANY SEPARATE APPROVAL OF THE MEMBERS; (7) ANY ACTION WHICH WOULD RESULT IN, OR WOULD BE LIKELY TO RESULT IN, THE ORGANIZATION FAILING TO QUALIFY OR BE TREATED AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986 (AS THE SAME MAY BE AMENDED OR REPLACED FROM TIME TO TIME, "THE CODE"), A PUBLIC CHARITY UNDER SECTION 509(A)(1) OR (2)OF THE CODE, OR A SUPPORTED ORGANIZATION OF PRS; OR (8) ENGAGE IN ANY BUSINESS UNRELATED TO THE ORGANIZATION'S PRIMARY PURPOSE, WHICH IS THE DEVELOPMENT AND OPERATION OF A CONTINUING CARE RETIREMENT COMMUNITY FOR THE ELDERLY IN TEMPE, ARIZONA. THE FOLLOWING ACTIONS MAY NOT BE TAKEN BY THE ORGANIZATION WITHOUT THE APPROVAL OF PACIFIC RETIREMENT SERVICES, INC.: (1) APPROVAL OF THE ORGANIZATION'S STRATEGIC PLAN; (2) APPROVAL OF THE POLICIES REGARDING, AND MONITORING PROGRESS TOWARD, THE ORGANIZATION'S STRATEGIC GOALS; AND (3) APPROVAL OF THE OPERATING AND CAPITAL BUDGETS AND FACILITY PLANNING WITH RESPECT TO THE ORGANIZATION'S CONTINUING CARE RETIREMENT COMMUNITY. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 WAS REVIEWED BY THE DIRECTOR OF FINANCE, CFO AND THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY AND QUESTIONNAIRE ARE SENT TO ALL BOARD MEMBERS AND KEY EMPLOYEES ANNUALLY. THERE ARE TWO POLICIES RELATED TO CONFLICTS OF INTEREST: 1) BOARD OF DIRECTORS; 2)KEY EMPLOYEES, WHICH IDENTIFY THE PURPOSE, DEFINITIONS, AND PROCEDURES. IF A CONFLICT IS SELF-IDENTIFIED BY A BOARD MEMBER OR KEY EMPLOYEE IN THE QUESTIONNAIRE AND/OR MEETING, PROCEDURES ARE FOLLOWED AND DOCUMENTED ACCORDING TO THE POLICY. |
| FORM 990, PART VI, SECTION B, LINE 15 | A COMPENSATION COMMITTEE OF THE PRS BOARD EXISTS TO DETERMINE COMPENSATION FOR THE EXECUTIVE DIRECTOR OF EACH COMMUNITY. THIS COMMITTEE IS COMPRISED OF THE OFFICERS OF THE PRS BOARD OF DIRECTORS. THE COMMITTEE HAS A CHARTER THAT OUTLINES ITS DUTIES AND RESPONSIBILITIES. IT ALSO HAS AGENDA ELEMENTS THAT DESCRIBE THE ACTIVITIES THAT THE COMMITTEE UNDERTAKES DURING THE YEAR. THE VP OF HUMAN RESOURCES PROVIDED SALARY STUDIES FROM THE FOLLOWING RESOURCES TO THE COMMITTEE RELATIVE TO EXECUTIVE DIRECTOR COMPENSATION: SALARY.COM, PAYSCALE.COM, 990 REVIEW (LIKE SIZE ORGANIZATIONS), CEMO (CHIEF EXECUTIVE OFFICERS OF MULTI-FACILITY ORGANIZATIONS) SALARY STUDY RESULTS, AND INDUSTRY STATE ASSOCIATION SALARY STUDY RESULTS BASED ON GEOGRAPHICAL LOCATION. THE RECOMMENDATION FOR BASE COMPENSATION AND BONUS ARE PROVIDED BY THE EXECUTIVE DIRECTOR'S DIRECT SUPERVISOR (COO OR VP OF OPERATIONS). |
| FORM 990, PART VI, SECTION C, LINE 19 | ALL REQUESTS GO THROUGH CORPORATE COUNSEL. |
| FORM 990, PART VII, SECTION A: | NOTE THAT THOMAS DOROUGH IS A LEASED EMPLOYEE OF PACIFIC RETIREMENT SERVICES, INC. AND PERFORMS SERVICES ON BEHALF OF MIRABELLA AT ASU, INC. PURSUANT TO A MANAGEMENT SERVICES AGREEMENT BETWEEN MIRABELLA AT ASU, INC. AND PACIFIC RETIREMENT SERVICES, INC. UNDER THE MANAGEMENT SERVICES AGREEMENT, HIS COMPENSATION IS REIMBURSED BY MIRABELLA AT ASU, INC. COMPENSATION HAS BEEN REPORTED IN PART VII, SECTION A IN ORDER TO HIGHLIGHT AMOUNTS PAID BY MIRABELLA AT ASU, INC., NOTWITHSTANDING THAT HE IS A LEASED EMPLOYEE OF PACIFIC RETIREMENT SERVICES, INC. |
| FORM 990, PART XI, LINE 9: | CHANGE IN FUTURE SERVICE OBLIGATIONS -23,365,000. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (46 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| PACIFIC RETIREMENT SERVICES INC | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 931067253 | SUPPORTING ORGANIZATION | OR | 501(C)(3) | LINE 12C, III-FI | N/A | 0 | |
| PACIFIC RETIREMENT SERVICES FOUNDATION INC | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 472352652 | PUBLIC FOUNDATION | OR | 501(C)(3) | LINE 7 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| ROGUE VALLEY MANOR | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 930453216 | SENIOR HOUSING | OR | 501(C)(3) | LINE 10 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| THE CUMBERLAND REST INC | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 750891470 | SENIOR HOUSING | TX | 501(C)(3) | LINE 10 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| CASCADE MANOR INC | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 930557803 | SENIOR HOUSING | OR | 501(C)(3) | LINE 10 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| UNIVERSITY RETIREMENT COMMUNITY AT DAVIS | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 931179254 | SENIOR HOUSING | CA | 501(C)(3) | LINE 10 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| HOLLADAY PARK PLAZA | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 930513697 | SENIOR HOUSING | OR | 501(C)(3) | LINE 10 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| CAPITOL LAKES INC | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 391412320 | SENIOR HOUSING | WI | 501(C)(3) | LINE 10 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| ROGUE VALLEY MANOR FOUNDATION INC | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 930712867 | PUBLIC FOUNDATION | OR | 501(C)(3) | LINE 7 | 0 | ROGUE VALLEY MANOR | |
| UNIVERSITY RETIREMENT COMMUNITY FOUNDATION INC | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 931301816 | PUBLIC FOUNDATION | CA | 501(C)(3) | LINE 7 | 0 | UNIVERSITY RETIREMENT COMMUNITY AT DAVIS | |
| HOLLADAY PARK PLAZA FOUNDATION INC | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 264529118 | PUBLIC FOUNDATION | OR | 501(C)(3) | LINE 7 | 0 | HOLLADAY PARK PLAZA | |
| MIRABELLA WASHINGTON FOUNDATION | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 450574348 | PUBLIC FOUNDATION | WA | 501(C)(3) | LINE 7 | 0 | MIRABELLA | |
| CASCADE MANOR FOUNDATION INC | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 931330100 | PUBLIC FOUNDATION | OR | 501(C)(3) | LINE 7 | 0 | CASCADE MANOR INC | |
| CAPITOL LAKES FOUNDATION INC | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 383781089 | PUBLIC FOUNDATION | OR | 501(C)(3) | LINE 7 | 0 | CAPITOL LAKES INC | |
| MIRABELLA | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 342030255 | SENIOR HOUSING | WA | 501(C)(3) | LINE 10 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| MIRABELLA PORTLAND FOUNDATION INC | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 452508860 | PUBLIC FOUNDATION | OR | 501(C)(3) | LINE 7 | 0 | MIRABELLA AT SOUTH WATERFRONT | |
| MIRABELLA AT SOUTH WATERFRONT | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 711016384 | SENIOR HOUSING | OR | 501(C)(3) | LINE 10 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| COMMUNITY VOLUNTEER NETWORK | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 930892261 | COMMUNITY SERVICES | OR | 501(C)(3) | LINE 10 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| RVM HOUSING CORPORATION | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 930864466 | SENIOR HOUSING | OR | 501(C)(3) | LINE 10 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| RVM ASHLAND HOUSING CORPORATION | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 930942933 | SENIOR HOUSING | OR | 501(C)(3) | LINE 10 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| RVM GRANTS PASS HOUSING CORPORATION | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 943136037 | SENIOR HOUSING | OR | 501(C)(3) | LINE 10 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| RVM ROSEBURG HOUSING CORPORATION | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 943179782 | SENIOR HOUSING | OR | 501(C)(3) | LINE 10 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| RVM MYRTLE CREEK HOUSING CORPORATION | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 943162074 | SENIOR HOUSING | OR | 501(C)(3) | LINE 10 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| RVM BEND HOUSING CORPORATION | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 943163349 | SENIOR HOUSING | OR | 501(C)(3) | LINE 10 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| RVM EAGLE POINT HOUSING CORPORATION | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 943191447 | SENIOR HOUSING | OR | 501(C)(3) | LINE 10 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| RVM KLAMATH FALLS HOUSING CORPORATION | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 943196455 | SENIOR HOUSING | OR | 501(C)(3) | LINE 10 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| RVM MEDFORD II HOUSING CORPORATION | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 943212537 | SENIOR HOUSING | OR | 501(C)(3) | LINE 10 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| RVM LIVELY OAKS HOUSING CORPORATION | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 943194409 | SENIOR HOUSING | OR | 501(C)(3) | LINE 10 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| RVM REEDSPORT HOUSING CORPORATION | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 943212538 | SENIOR HOUSING | OR | 501(C)(3) | LINE 10 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| RVM YREKA HOUSING CORPORATION | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 943212540 | SENIOR HOUSING | CA | 501(C)(3) | LINE 10 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| RVM EUGENE HOUSING CORPORATION | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 943247154 | SENIOR HOUSING | OR | 501(C)(3) | LINE 10 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| RVM FORT WORTH I HOUSING CORPORATION | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 311520436 | SENIOR HOUSING | TX | 501(C)(3) | LINE 10 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| RVM BEND II HOUSING CORPORATION | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 943260016 | SENIOR HOUSING | OR | 501(C)(3) | LINE 10 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| RVM FORT WORTH II HOUSING CORPORATION | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 311587415 | SENIOR HOUSING | TX | 501(C)(3) | LINE 10 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| RVM MEDFORD III HOUSING CORPORATION | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 311587418 | SENIOR HOUSING | OR | 501(C)(3) | LINE 10 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| RVM ROSEBURG II HOUSING CORPORATION | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 311587420 | SENIOR HOUSING | OR | 501(C)(3) | LINE 10 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| RVM GRANTS PASS II HOUSING CORPORATION | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 311662259 | SENIOR HOUSING | OR | 501(C)(3) | LINE 10 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| RVM DAVIS HOUSING CORPORATION | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 311662208 | SENIOR HOUSING | CA | 501(C)(3) | LINE 10 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| RVM MYRTLE CREEK II HOUSING CORPORATION | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 311715321 | SENIOR HOUSING | OR | 501(C)(3) | LINE 10 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| RVM PORTLAND HOUSING CORPORATION | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 311780332 | SENIOR HOUSING | OR | 501(C)(3) | LINE 10 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| RVM PORTLAND II HOUSING CORPORATION | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 300037898 | SENIOR HOUSING | OR | 501(C)(3) | LINE 10 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| RVM CENTRAL POINT HOUSING CORPORATION | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 300315618 | SENIOR HOUSING | OR | 501(C)(3) | LINE 10 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| RVM MANSFIELD HOUSING CORPORATION | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 900292647 | SENIOR HOUSING | TX | 501(C)(3) | LINE 10 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| MIDDLETON GLEN INC | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 911859494 | SENIOR HOUSING | WI | 501(C)(3) | LINE 10 | 0 | CAPITOL LAKES INC | |
| SENIOR HOUSING OF MIDDLETON INC | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 470825736 | SENIOR HOUSING | WI | 501(C)(3) | LINE 10 | 0 | CAPITOL LAKES INC | |
| BAY AREA SENIOR SERVICES INC | |||||||||||
| 1 BALDWIN AVENUE | SAN MATEO | CA | 94401 | 943008774 | SENIOR HOUSING | CA | 501(C)(3) | LINE 10 | 0 | PACIFIC RETIREMENT SERVICES INC | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| CREST PARK INC | |||||||||
| 1 WEST MAIN SUITE 303 | MEDFORD | OR | 97501 | 931169683 | REAL ESTATE | OR | N/A | C | 0 |
| PRS MANAGEMENT INC | |||||||||
| 1 WEST MAIN SUITE 303 | MEDFORD | OR | 97501 | 931328250 | MANAGEMENT COMPANY | OR | N/A | C | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |