2020-02-13T10:15:10-06:00 2019-03-31 410746749 CLIFTONLARSONALLEN LLP 20 E THOMAS RD STE 2300 PHOENIX AZ 85012 990 2018-04-01 471462853 THE NEIGHBORHOOD IN RIO RANCHO NEIG 5059942296 900 LOMA COLORADO RIO RANCHO NM 87124 E DEANN EATON CHIEF EXECUTIVE OFFICER 5059234831 2020-01-15 1 JEFF PARKER P00970069 6022662248 67.137.57.251 2020-01-15 12:32:44 CS P 5E83B4D2F623A1635B106737111B0ED595857C68 18794D93E6043908D9C9A4CBEB9D5665E7590A55 2018 2020-09-23 17:36:50Z E DEANN EATON 900 LOMA COLORADO RIO RANCHO NM 87124 11686618 0 X HTTPS://WWW.NEIGHBORHOODRIORANCHO.COM X 2014 NM PROVIDE QUALITY HOUSING, CARE AND SERVICES TO THE SENIORS OF THE LIFE CARE RETIREMENT COMMUNITY. 5 2 170 13 0 0 0 1164 8355488 11573944 7978 9281 52537 102229 8416003 11686618 0 0 0 0 5017600 6003451 0 0 0 7519449 8949824 12537049 14953275 -4121046 -3266657 51422108 50587010 62871898 65303457 -11449790 -14716447 TO PROVIDE RESIDENTS AN ENHANCED PERSONALIZED LIFESTYLE IN A COMMUNITY THAT ENHANCES THE LIFE OF SENIORS IN A SAFE PREMIER LIVING ENVIRONMENT THAT FOSTERS EXCELLENT SERVICES BY A CARING STAFF. 0 0 13259489 11573944 THE NEIGHBORHOOD IN RIO RANCHO (THE NEIGHBORHOOD) IS A NEW MEXICO NONPROFIT FORMED IN 2014 FOR THE PURPOSE OF OPERATING A CONTINUING CARE RETIREMENT COMMUNITY IN RIO RANCHO, NEW MEXICO. THE NEIGHBORHOOD INCLUDES 90 INDEPENDENT LIVING APARTMENTS, 48 ASSISTED LIVING BEDS, 24 UNITS OF MEMORY CARE AND 48 DUALLY CERTIFIED INTERMEDIATE/SKILLED NURSING BEDS. 13259489 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 33 0 170 1 0 0 0 0 0 0 0 0 0 0 0 0 X 5 2 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 NM X HAVERLAND CARTER LIFESTYLE GROUP 5052913100 10701 MONTGOMERY BLVD NE SUITE F ALBUQUERQUE NM 871113737 REGNER RIDER CHAIR OF BOARD 1.00 2.00 X X 0 0 0 ED LICON TREASURER 1.00 2.00 X X 0 0 0 E DEANN EATON CHIEF EXECUTIVE OFFICER 5.00 35.00 X X 0 264218 27311 ANDRE HAWKINS CHIEF FINANCIAL OFFICER 5.00 35.00 X X 0 187776 18536 CHRISSY AKES EXECUTIVE DIRECTOR 40.00 X X 0 108062 15911 ROBERT MCDONALD EXECUTIVE DIRECTOR (TERM ENDED) 40.00 X 0 55677 6172 DAVID WALBRIGHT CORPORATE DIRECTOR OF SALES AND MARKETING 20.00 20.00 X 0 141746 15360 DAN CHAVEZ CORPORATE DIRECTOR OF DEVELOPMENT 5.00 35.00 X 0 151776 19515 0 909255 102805 0 0 1 0 PARAGON REHAB PO BOX 45218 RIO RANCHO NM 87174 THERAPY SERVICES 728605 MEDIA MATCHED INC 9798 COORS BLVD NW ALBUQUERQUE NM 87114 MARKETING & ADVERTISING 189858 CROSS COUNTRY STAFFING PO BOX 840292 DALLAS TX 75284 EMPLOYMENT AGENCY 139179 3 1164 1164 HEALTHCARE SERVICES 623000 6224439 6224439 RESIDENTIAL SERVICES 623000 3213886 3213886 AMORTIZATION OF ENTRANCE FEES 623000 2135619 2135619 11573944 9281 9281 GUEST ROOM INCOME 623000 29943 29943 MAINTENANCE 623000 22160 22160 PARKING AND TRANSPORTATION 623000 17384 17384 32742 32742 102229 11686618 11573944 0 111510 211094 211094 4796042 4185205 610837 629547 526206 103341 366768 306562 60206 10050 10050 2008 2008 1077563 1053539 24024 363533 30823 332710 705582 679265 26317 8594 8594 939719 918890 20829 21866 21866 2370460 2317918 52542 2268355 2218076 50279 130316 130316 FOOD & DIETARY 667498 652703 14795 REPAIRS AND MAINTENANCE 245794 240346 5448 MISCELLANEOUS 73755 72120 1635 EDUCATION 23033 19252 3781 41698 38584 3114 14953275 13259489 1693786 0 829160 1815054 3018554 3906949 527246 658010 848885 4000 25344 32683 117297 127596 49113086 6231569 44749334 42881517 1306288 1161201 51422108 50587010 2425841 3068927 3044137 4640355 45101833 44935268 12300087 12658907 62871898 65303457 X -11449790 -14716447 -11449790 -14716447 51422108 50587010 -3266657 0 X X 0 1 X 1 0 X 1164 1164 3271575 8355488 11573944 23201007 3271575 8355488 11575108 23202171 0 0 0 23202171 5839 7978 9281 23098 5839 7978 9281 23098 53806 52537 102229 208572 3331220 8416003 11686618 23433841 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: GUEST ROOM INCOME - 2016 AMOUNT: $ 6,922. 2017 AMOUNT: $ 9,165. 2018 AMOUNT: $ 29,943. GUEST AND EMPLOYEE MEALS - 2016 AMOUNT: $ 9,597. 2017 AMOUNT: $ 7,331. 2018 AMOUNT: $ 7,614. CATERING - 2016 AMOUNT: $ 1,125. 2017 AMOUNT: $ 671. 2018 AMOUNT: $ 120. CAFE SALES - 2016 AMOUNT: $ 1,655. 2017 AMOUNT: $ 4,807. 2018 AMOUNT: $ 9,146. BEAUTY AND BARBER SHOP - 2016 AMOUNT: $ 602. 2017 AMOUNT: $ 2,230. 2018 AMOUNT: $ 4,142. MAINTENANCE - 2016 AMOUNT: $ 21,033. 2017 AMOUNT: $ 7,194. 2018 AMOUNT: $ 22,160. HOUSEKEEPING AND LAUNDRY - 2016 AMOUNT: $ 673. 2017 AMOUNT: $ 2,217. 2018 AMOUNT: $ 2,495. PARKING AND TRANSPORTATION - 2016 AMOUNT: $ 1,945. 2017 AMOUNT: $ 16,162. 2018 AMOUNT: $ 17,384. OTHER REVENUES - 2016 AMOUNT: $ 10,254. 2017 AMOUNT: $ 2,760. 2018 AMOUNT: $ 9,225. 4165280 4165280 40204669 4912011 35292658 4724422 1319558 3404864 18715 18715 42881517 ENTRANCE FEES 12528682 DUE TO AFFILIATE 130225 12658907 0 0 0 0 0 0 0 0 0 E DEANN EATON CHIEF EXECUTIVE OFFICER 0 239789 0 24429 0 0 0 5005 0 22306 0 291529 0 0 ANDRE HAWKINS CHIEF FINANCIAL OFFICER 0 170925 0 16851 0 0 0 10014 0 8522 0 206312 0 0 DAVID WALBRIGHT CORPORATE DIRECTOR OF SALES AND MARK 0 109945 0 31801 0 0 0 7135 0 8225 0 157106 0 0 DAN CHAVEZ CORPORATE DIRECTOR OF DEVELOPMENT 0 138360 0 13416 0 0 0 10724 0 8791 0 171291 0 0 PART I, LINE 3 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. FORM 990, PART VI, SECTION A, LINE 6 HAVERLAND CARTER LIFESTYLE GROUP, A 501(C)(3) ORGANIZATION, IS THE SOLE MEMBER. FORM 990, PART VI, SECTION A, LINE 7A HAVERLAND CARTER LIFESTYLE GROUP'S BOARD APPROVES THE BOARD MEMBERS OF THE NEIGHBORHOOD IN RIO RANCHO. 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 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 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 VERBALL. 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, PAGE 12, PART XII, LINE 2C THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. 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 SOMMERSET NEIGHBORHOOD INC 1601 SOUTHWEST 119TH ST OKLAHOMA CITY OK 73170 810684291 SENIOR LIVING NM 501(C)(3) LINE 10 HAVERLAND CARTER LIFESTYLE GROUP 0 LA VIDA LLENA 10701 MONTGOMERY BLVD NE STE F ALBUQUERQUE NM 87111 850282570 SENIOR LIVING NM 501(C)(3) LINE 10 HAVERLAND CARTER LIFESTYLE GROUP 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 1 0 0 0 0