LA VIDA LLENA: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- LA VIDA LLENA (EIN 85-0282570)
- Tax period
- 2019-04-01 to 2020-03-31
- Filed
- 2021-02-15
- IRS object ID
- 202110469349301851
- Schema version
- 2019v5.2
- 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 | 2021-02-15T16:42:59-06:00 | ReturnTs |
| Tax Period End | 2020-03-31 | 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 | 20 E THOMAS RD STE 2300 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85012 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 850282570 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | La Vida Llena | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LAVI | BusinessNameControlTxt |
| Phone | 5059234832 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10501 Lagrima de Oro NE | AddressLine1Txt |
| City | Albuquerque | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 871113737 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | E DeAnn Eaton | PersonNm |
| Person Title | Chief Executive Officer | PersonTitleTxt |
| Phone | 5059234831 | PhoneNum |
| Signature | 2021-02-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeff Parker | PreparerPersonNm |
| PTIN | P00970069 | PTIN |
| Phone | 6022662248 | PhoneNum |
| Preparation | 2021-02-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | E DeAnn Eaton | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10501 Lagrima de Oro NE | AddressLine1Txt |
| City | Albuquerque | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 871113737 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $139,142,080 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.lavidallena.com | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1979 | FormationYr |
| Legal Domicile State | NM | LegalDomicileStateCd |
| Activity Or Mission | Provide quality housing, care and services to the seniors of the Life Care Retirement Community | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 393 | TotalEmployeeCnt |
| Total Volunteers | 60 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $48,111 | PYContributionsGrantsAmt |
| CY Contributions Grants | $68,469 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $27,154,157 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $26,846,806 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,706,112 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,359,125 | CYInvestmentIncomeAmt |
| PY Other Revenue | $509,014 | PYOtherRevenueAmt |
| CY Other Revenue | $473,062 | CYOtherRevenueAmt |
| PY Total Revenue | $30,417,394 | PYTotalRevenueAmt |
| CY Total Revenue | $29,747,462 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $12,027,081 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $9,617,993 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $11,867,117 | PYOtherExpensesAmt |
| CY Other Expenses | $15,890,488 | CYOtherExpensesAmt |
| PY Total Expenses | $23,894,198 | PYTotalExpensesAmt |
| CY Total Expenses | $25,508,481 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $6,523,196 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,238,981 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $114,241,632 | TotalAssetsBOYAmt |
| Total Assets EOY | $164,283,868 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $103,223,062 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $152,316,552 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $11,018,570 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $11,967,316 | NetAssetsOrFundBalancesEOYAmt |
| Mission | LA VIDA LLENA WILL PROVIDE RESIDENTS AN ENHANCED PERSONALIZED LIFESTYLE AND IS A COMMUNITY THAT ENHANCES THE LIFE OF SENIORS IN A SAFE PREMIER LIVING ENVIRONMENT THAT FOSTERS EXCELLENT SERVICES BY A CARING STAFF. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $23,839,046 | ExpenseAmt |
| Revenue | $26,846,806 | RevenueAmt |
| Desc | La Vida Llena serves approximately 450-500 senior residents by providing housing and healthcare in 382 independent living apartments; 50 dually certified health care beds; 84 licensed assisted living rooms and memory care beds. | Desc |
| Total Program Service Expenses | $23,839,046 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | 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 | 0 | 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 | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | 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 | 0 | 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 | 51 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 393 | 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 | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | 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 |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANGIE JULIAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5052913100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10701 Montgomery Blvd NE Suite F | AddressLine1Txt |
| City | ALBUQUERQUE | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 871113737 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Lyle Peterson | ||||||||
| LVL Board Chair | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Zane Myers | ||||||||
| LVL Board Vice Chair | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Tim Strongin | ||||||||
| Member | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Bonnie Hardesty | ||||||||
| Member | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Bette Allen MD | ||||||||
| Member | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Karen Aylor | ||||||||
| Member | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Reuben Thomas | ||||||||
| Member | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Maryann Harris | ||||||||
| Member | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Linda Manning | ||||||||
| Member | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Terry Shirrod | ||||||||
| Member | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Robert Vick Jr | ||||||||
| Member | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| E Deann Eaton | ||||||||
| CEO | 25.00 | Yes (X) | $0 | $262,570 | $23,487 | 15.00 | ||
| Angie Julian | ||||||||
| CFO | 25.00 | Yes (X) | $0 | $0 | $0 | 15.00 | ||
| Andre Hawkins | ||||||||
| Past CFO | 25.00 | Yes (X) | $0 | $109,120 | $7,787 | 15.00 | ||
| Don May | ||||||||
| Past CFO | 25.00 | Yes (X) | $0 | $28,115 | $1,235 | 15.00 | ||
| Linda Givens | ||||||||
| Executive Director | 40.00 | Yes (X) | $0 | $133,249 | $14,749 | 0.00 | ||
| David Walbright | ||||||||
| Director of Sales and Marketing | 0.00 | $0 | $136,562 | $14,816 | 20.00 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $669,616 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $62,074 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Cliftonlarsonallen llp | |||||
| PO Box 3101-2433 | Pasadena | CA | 911102433 | audit services | $170,631 |
| High Voltage | |||||
| 2701 bryan ct sw | albuquerque | NM | 87105 | electrical services | $116,713 |
| Beehive | |||||
| 3535 princeton dr ne | albuquerque | NM | 87107 | leased property | $116,175 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $46,462 | RelatedOrganizationsAmt |
| All Other Contributions | $22,007 | AllOtherContributionsAmt |
| Total Contributions | $68,469 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| RESIDENTIAL SERVICES REVENUE | 623000 | $14,128,821 | $14,128,821 |
| AMORTIZATION OF ENTRANCE FEES | 623000 | $7,182,737 | $7,182,737 |
| HEALTHCARE SERVICES REVENUE | 623000 | $5,535,248 | $5,535,248 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $26,846,806 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,677,799 | TotalRevenueColumnAmt |
| Exclusion | $1,677,799 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $110,072,901 | SecuritiesAmt |
| Other | $3,043 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $109,394,618 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $678,283 | SecuritiesAmt |
| Other | $3,043 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $681,326 | TotalRevenueColumnAmt |
| Exclusion | $681,326 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| guest room | 623000 | $115,398 | $115,398 |
| Beauty shops | 623000 | $114,586 | $114,586 |
| Parking/Transportation | 623000 | $62,643 | $62,643 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $180,435 | TotalRevenueColumnAmt |
| Exclusion | $180,435 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $473,062 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $29,747,462 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $26,846,806 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,832,187 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $418,194 | TotalAmt |
| Management And General | $418,194 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,143,305 | TotalAmt |
| Program Services | $7,902,917 | ProgramServicesAmt |
| Management And General | $240,388 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $325,532 | TotalAmt |
| Program Services | $300,491 | ProgramServicesAmt |
| Management And General | $25,041 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,494 | TotalAmt |
| Program Services | $59,533 | ProgramServicesAmt |
| Management And General | $4,961 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $666,468 | TotalAmt |
| Program Services | $615,201 | ProgramServicesAmt |
| Management And General | $51,267 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,904 | TotalAmt |
| Management And General | $58,904 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,755 | TotalAmt |
| Management And General | $22,755 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $103,661 | TotalAmt |
| Management And General | $103,661 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $671,765 | TotalAmt |
| Program Services | $657,155 | ProgramServicesAmt |
| Management And General | $14,610 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $330,439 | TotalAmt |
| Program Services | $31,347 | ProgramServicesAmt |
| Management And General | $299,092 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,904,692 | TotalAmt |
| Program Services | $3,770,748 | ProgramServicesAmt |
| Management And General | $133,944 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,342,677 | TotalAmt |
| Program Services | $1,312,916 | ProgramServicesAmt |
| Management And General | $29,761 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,423 | TotalAmt |
| Management And General | $52,423 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,314,483 | TotalAmt |
| Program Services | $3,241,017 | ProgramServicesAmt |
| Management And General | $73,466 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,745,384 | TotalAmt |
| Program Services | $3,662,367 | ProgramServicesAmt |
| Management And General | $83,017 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Dietary / Food | $1,232,632 | $1,205,310 | $27,322 |
| Equipment rental | $751,026 | $734,379 | $16,647 |
| DUES & SUBSCRIPTION | $115,710 | $106,809 | $8,901 |
| MISCELLANEOUS | $100,777 | $98,543 | $2,234 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $143,160 | TotalAmt |
| Program Services | $140,313 | ProgramServicesAmt |
| Management And General | $2,847 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,508,481 | TotalAmt |
| Program Services | $23,839,046 | ProgramServicesAmt |
| Management And General | $1,669,435 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,925,761 | BOYAmt |
| EOY | $5,721,182 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,186,318 | BOYAmt |
| EOY | $2,558,376 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,513,776 | BOYAmt |
| EOY | $3,481,440 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,017 | BOYAmt |
| EOY | $48,188 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $300,212 | BOYAmt |
| EOY | $557,804 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $100,599,064 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $53,933,677 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,508,691 | BOYAmt |
| EOY | $46,665,387 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,294,147 | BOYAmt |
| EOY | $103,108,969 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,470,710 | BOYAmt |
| EOY | $2,142,522 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $114,241,632 | BOYAmt |
| EOY | $164,283,868 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,036,707 | BOYAmt |
| EOY | $4,268,300 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,725,864 | BOYAmt |
| EOY | $24,181,413 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,250,979 | BOYAmt |
| EOY | $103,029,818 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,209,512 | BOYAmt |
| EOY | $20,837,021 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $103,223,062 | BOYAmt |
| EOY | $152,316,552 | 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 | $11,018,570 | BOYAmt |
| EOY | $11,967,316 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,018,570 | BOYAmt |
| EOY | $11,967,316 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $114,241,632 | BOYAmt |
| EOY | $164,283,868 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $4,238,981 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$2,281,000 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | -$59,228 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | -$950,007 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| 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 Minus4 Years | $71,545 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $61,031 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $46,054 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $48,111 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $68,469 | CurrentTaxYearAmt |
| Total | $295,210 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $27,104,740 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $25,550,017 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $26,866,566 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $27,154,157 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $26,846,806 | CurrentTaxYearAmt |
| Total | $133,522,286 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $27,176,285 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $25,611,048 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $26,912,620 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $27,202,268 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $26,915,275 | CurrentTaxYearAmt |
| Total | $133,817,496 | 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 | $133,817,496 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $991,062 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,206,119 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,981,261 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,261,838 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,677,799 | CurrentTaxYearAmt |
| Total | $8,118,079 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $991,062 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,206,119 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,981,261 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,261,838 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,677,799 | CurrentTaxYearAmt |
| Total | $8,118,079 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $434,740 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $469,691 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $479,382 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $509,014 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $473,062 | CurrentTaxYearAmt |
| Total | $2,365,889 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $28,602,087 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $27,286,858 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $29,373,263 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $29,973,120 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $29,066,136 | CurrentTaxYearAmt |
| Total | $144,301,464 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.92730 | PublicSupportCY509Pct |
| Public Support PY509 | 0.92900 | PublicSupportPY509Pct |
| Investment Income CY | 0.05630 | InvestmentIncomeCYPct |
| Investment Income PY | 0.05470 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part III, Line 12, Explanation of Other Income: | FormAndLineReferenceDesc |
| Explanation | GUEST ROOM INCOME - 2015 Amount: $ 86,347. 2016 Amount: $ 105,428. 2017 Amount: $ 107,289. 2018 Amount: $ 113,603. 2019 Amount: $ 115,398. CORNER CAFE - 2015 Amount: $ 36,080. 2016 Amount: $ 25,328. 2017 Amount: $ 24,061. 2018 Amount: $ 23,724. 2019 Amount: $ 21,392. GUEST MEALS - 2015 Amount: $ 106,980. 2016 Amount: $ 49,741. 2017 Amount: $ 40,771. 2018 Amount: $ 37,407. 2019 Amount: $ 41,207. CATERING - 2015 Amount: $ 21,006. 2016 Amount: $ 21,925. 2017 Amount: $ 13,907. 2018 Amount: $ 4,984. 2019 Amount: $ 4,272. GENERAL STORE - 2015 Amount: $ 7,690. 2016 Amount: $ 5,176. 2017 Amount: $ 5,733. 2018 Amount: $ 5,191. 2019 Amount: $ 6,300. beauty shop - 2015 Amount: $ 112,676. 2016 Amount: $ 110,324. 2017 Amount: $ 115,138. 2018 Amount: $ 123,475. 2019 Amount: $ 114,586. housekeeping/laundry - 2015 Amount: $ 5,438. 2016 Amount: $ 6,024. 2017 Amount: $ 7,518. 2018 Amount: $ 6,196. 2019 Amount: $ 5,491. parking/transportation - 2015 Amount: $ 61,975. 2016 Amount: $ 63,950. 2017 Amount: $ 64,912. 2018 Amount: $ 68,461. 2019 Amount: $ 62,643. miscellaneous - 2015 Amount: $ -14,542. 2016 Amount: $ 23,652. 2017 Amount: $ 8,011. 2018 Amount: $ 49,585. 2019 Amount: $ 33,049. supplies/postage - 2015 Amount: $ 11,090. 2016 Amount: $ 10,533. 2017 Amount: $ 10,519. 2018 Amount: $ 10,154. 2019 Amount: $ 7,777. Maintenance Revenue - 2016 Amount: $ 47,610. 2017 Amount: $ 81,523. 2018 Amount: $ 66,234. 2019 Amount: $ 60,947. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,619,646 | OtherCostOrOtherBasisAmt |
| Book Value | $7,619,646 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $70,357,440 | OtherCostOrOtherBasisAmt |
| Depreciation | $45,410,881 | DepreciationAmt |
| Book Value | $24,946,559 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $13,578,039 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,522,796 | DepreciationAmt |
| Book Value | $5,055,243 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,043,939 | OtherCostOrOtherBasisAmt |
| Book Value | $9,043,939 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $46,665,387 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Refundable Entrance Fees | $20,435,453 |
| Pension Plan | $401,568 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $20,837,021 | TotalLiabilityAmt |
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 | 0 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| E Deann Eaton | ||||||||||||||
| CEO | $0 | $260,370 | $0 | $2,200 | $0 | $0 | $0 | $15,700 | $0 | $7,787 | $0 | $286,057 | $0 | $0 |
| David Walbright | ||||||||||||||
| Director of Sales and Marketing | $0 | $135,462 | $0 | $1,100 | $0 | $0 | $0 | $6,876 | $0 | $7,940 | $0 | $151,378 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 3 | FormAndLineReferenceDesc |
| Explanation | The W-2's for the organization's CEO, CFO and Director of Sales and Marketing are issued by Haverland Carter Lifestyle Group Operating, LLC, a disregarded entity of the parent entity, Haverland Carter Lifestyle Group. It uses the following methods to establish compensation - form 990 of other organizations and approval by the board or compensation committee. Also, a compensation survey / study was last conducted in early 2016. | 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 | New mexico hospital equipment loan council | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 850426875 | BondIssuerEIN |
| CUSIP | 647377AG5 | CUSIPNum |
| Bond Issued | 2013-01-24 | BondIssuedDt |
| Issue Price | $42,349,281 | IssuePriceAmt |
| Purpose | To refund the series 2010C bonds & finance capital 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 | $5,280,000 | RetiredAmt |
| Total Proceeds | $42,691,571 | TotalProceedsAmt |
| In Reserve Fund | $2,872,134 | InReserveFundAmt |
| Issuance Costs From Proceeds | $846,986 | IssuanceCostsFromProceedsAmt |
| Capital Expenditures | $4,840,820 | CapitalExpendituresAmt |
| Other Spent Proceeds | $34,131,631 | OtherSpentProceedsAmt |
| Substantial Completion | 2014 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | Yes (1) | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | 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 | 0 | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | Yes (1) | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| 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 (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Date Rebate Computation Performed | Issuer Name: New mexico hospital equipment loan council Date the Rebate Computation was Performed: 02/20/2018 |
| Schedule K, page 1, part II, line 3, column a | The total proceeds of issue includes invested interest earnings for the bond issue. |
| Schedule K, page 1, part II, line 11 | The amount in other spent proceeds represents amounts spent to currently refund a prior issue that are no longer held in a refunding escrow. |
| Schedule K, page 1, part II, line 14 | THE REFUNDED ISSUES NOTED ON FORM 8038 WERE MORTGAGE NOTES PAYABLE TO THE BANK OF ALBUQUERQUE AND BBVA COMPASS BANK. THOSE MORTGAGE NOTES PREVIOUSLY REFINANCED A 1998 BOND ISSUE. THE HEDGE NOTED ON FORM 8038 WAS AGAINST THE MORTGAGE NOTES PAYABLE AND NOT THE CURRENT BOND ISSUE REPORTED ON SCHEDULE K. |
| Schedule K, page 1, part III, line 2 | The institution does regularly lease or makes living units available for use by the elderly as part of its tax exempt mission. |
| Schedule K, page 1, part I | The 2010 bonds were fully defeased by the 2019 bonds issued by their parent organization, Haverland Carter Lifestyle Group. As such, there is no oustanding balance remaining and the bonds have been removed from Schedule K accordingly. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 1 | The LVL Board may have Advisory Committees, each of which shall have a Resident Facilitator, the relevant Department Director, up to six Resident members and at least one LVL Board Director. Each committee, to the extent provided in a resolution of the LVL Board, in the Articles of Incorporation, or in the bylaws of the LVL Board, shall have and exercise all the authority of the LVL Board. The designation of any such committee and the delegation thereto of authority shall not operate to relieve the LVL Board, or any member thereof, of any responsibility imposed by law. The Committees shall report to the LVL Board at regular meetings of the LVL Board. |
| Form 990, Part VI, Section A, line 6 | Haverland Carter Lifestyle Group, a 501(c)(3), is the sole member. |
| Form 990, Part VI, Section A, line 7a | THE ORGANIZATIONS NOMINATING COMMITTEE ELECTS MEMBERS OF THE BOARD. IT IS THE COMMITTEE'S INTENT, WHEN POSSIBLE THAT AT LEAST (8) OF THE DIRECTORS AT ANY GIVEN TIME SHALL BE INDIVIDUALS WHO ARE MEMBERS OF THE DEMOMINATIONS REPRESENTING THE FOUR FOUNDING CHURCHES: UNITED METHODIST CHURCH OF AMERICA, PRESBYTERIAN CHURCH USA, EPISCOPAL CHURCH IN THE US AND THE EVANGELICAL LUTHERAN CHURCH OF AMERICA. |
| Form 990, Part VI, Section A, line 7b | Haverland Carter Lifestyle Group, as the sole member, retains the rights to all business decisions greater than $10,000. |
| Form 990, Part VI, Section B, line 11b | A copy of the IRS Form 990 will be made available upon request. The form 990 was reviewed by the organization's board which was documented in the board's most recent meeting minutes and approved by the executive committee of Haverland Carter Lifestyle Group at their board meeting prior to being filed. |
| Form 990, Part VI, Section B, line 12c | Each year the directors on the board and organization officers complete a conflict of interest statement. New employees are required to complete a conflict of interest statement at the new hire orientation. If a conflict of interest situation that would involve a board member, officer, or key employee is contemplated, the Executive/Financial committee of the Board of Directors is informed and the committee then decides if a conflict exists. If a conflict does exist, it is then voted on by the Board of Directors. |
| Form 990, Part VI, Section B, line 15 | THE EXECUTIVE COMMITTEE WHICH IS COMPOSED OF HCLG BOARD MEMBERS WITH NO CONFLICTS OF INTEREST WITH RESPECT TO THESE COMPENSATION ARRANGEMENTS DETERMINES THE CEO AND CFO SALARY BASED ON THE CONTINUING CARE ACCREDITATION COMMISSION'S CONTINUING CARE RETIREMENT COMMUNITY SALARY GUIDELINES. IN 2016 THE HCLG BOARD CHAIR REQUESTED HR CONDUCT A COMPENSATION REVIEW ON THE HCLG CEO POSITION. HR USED SALARY BENCHMARKS OBTAINED THROUGH WWW.GUIDESTAR.ORG FROM SIMILARLY SIZED CCRC COMMUNITES, AND FROM WWW.NONPROFITTIMES.COM. THE DATA WAS PROVIDED TO HCLG BOARD FOR REVIEW AND RECOMMENDATION. THE HCLG BOARD MET TO REVIEW DATA AND FACTORS SUCH AS INDIVIDUAL AND ORGANIZATIONAL PERFORMANCE, AND ORGANIZATIONAL RESOURCES AND NEEDS. THE HCLG BOARD DETERMINED A NEW SALARY AND COMMUNICATED IT TO HR VERBALLY. HR OUTLINED THE HCLG BOARD DIRECTIONS IN EMAIL AND SENT IT TO THE HCLG BOARD CHAIR FOR FINAL VERIFICATION AND THE NEW COMPENSATION WAS COMMUNICATED TO THE HCLG BOARD VIA EMAIL. THERE IS CONTEMPORANEOUS DOCUMENTATION AND RECORDKEEPING FOR THE DELIBERATIONS AND DECISIONS MADE REGARDING THESE COMPENSATION ARRANGEMENTS. |
| Form 990, Part VI, Section C, line 19 | Although not required, the Organization provides copies of it governing documents,conflict of interest policy, and financial statements to all who request one or more of the above items. |
| Form 990, Part XI, line 9: | Net Assets transferred to affiliate -950,007. |
| Form 990, Page 12, Part XII, Line 2C | The process is consistent with prior years. |
| Schedule K, Part I | 2019 bonds were issued by the parent entity, Haverland Carter Lifestyle Group |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| The Full Life Foundation | |||||||||||
| 10501 Lagrima de oro NE | Albuquerque | NM | 87111 | 850416157 | Fundraising - senior living | NM | 501(c)(3) | Line 12c, III-FI | N/A | 0 | |
| Haverland Carter Lifestyle Group | |||||||||||
| 10701 Montgomery Blvd NE Ste F | Albuquerque | NM | 87111 | 272027950 | Senior living | NM | 501(c)(3) | Line 10 | N/A | 0 | |
| The Neighborhood in Rio Rancho | |||||||||||
| 10701 Montgomery Blvd NE Ste F | albuquerque | NM | 87111 | 471462853 | senior living | NM | 501(c)(3) | Line 10 | 0 | Haverland Carter Lifestyle Group | |
| Sommerset Neighborhood Inc | |||||||||||
| 1601 Southwest 119th St | oklahoma City | OK | 73170 | 810684291 | senior living | OK | 501(c)(3) | Line 10 | 0 | Haverland Carter Lifestyle Group | |
| 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 | Yes (1) | 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 | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule R, page 1, part ii | Haverland Carter Lifestyle Group Property, LLC and Haverland Carter Lifestyle Group Property Holdings, LLC are wholly owned subsidiaries and disregarded entities for tax purposes of Haverland Carter Lifestyle Group, the related 501(c)(3) entity. |
| Schedule R, page 3, part V, Line 1C | THIS REPRESENTS THE FUNDS CONTRIBUTED TO LA VIDA LLENA BY THE FULL LIFE FOUNDATION TO ASSIST IN COSTS DIRECTLY RELATED TO THE PRIMARY FUNCTION OF LA VIDA LLENA. |