CLAREWOOD HOUSE INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- CLAREWOOD HOUSE INC (EIN 74-1468123)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-09-13
- IRS object ID
- 202522569349300012
- Schema version
- 2024v5.2
- 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 | 2025-09-13T11:56:33-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 760269860 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Blazek & Vetterling | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2900 Weslayan Suite 200 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77027 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 741468123 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Clarewood House Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CLAR | BusinessNameControlTxt |
| Phone | 7137745821 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7400 Clarewood Drive | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77036 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Patrick Pheifer | PersonNm |
| Person Title | Executive Director | PersonTitleTxt |
| Phone | 7137745821 | PhoneNum |
| Signature | 2025-09-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Barbara Murphy | PreparerPersonNm |
| PTIN | P01386215 | PTIN |
| Phone | 7134395739 | PhoneNum |
| Preparation | 2025-09-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Patrick Pheifer | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7400 Clarewood Drive | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $18,247,880 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.clarewoodhouse.com | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1962 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | Clarewood House, Inc. provides a residential retirement community for the elderly. | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 211 | TotalEmployeeCnt |
| Total Volunteers | 14 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $490,432 | PYContributionsGrantsAmt |
| CY Contributions Grants | $830,278 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $9,351,940 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $9,935,475 | CYProgramServiceRevenueAmt |
| PY Investment Income | $958,220 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,951,009 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $10,800,592 | PYTotalRevenueAmt |
| CY Total Revenue | $12,716,762 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $236,021 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $817,755 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $6,789,175 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $6,627,424 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,198,791 | PYOtherExpensesAmt |
| CY Other Expenses | $4,207,151 | CYOtherExpensesAmt |
| PY Total Expenses | $11,223,987 | PYTotalExpensesAmt |
| CY Total Expenses | $11,652,330 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$423,395 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,064,432 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $37,949,942 | TotalAssetsBOYAmt |
| Total Assets EOY | $39,898,979 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,248,798 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,679,090 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $36,701,144 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $38,219,889 | NetAssetsOrFundBalancesEOYAmt |
| Mission | To provide specially designed facilities and services to elderly persons, including Independent Living apartments, Assisted Living, and long and short-term skilled nursing care. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $10,429,764 | ExpenseAmt |
| Grant | $817,755 | GrantAmt |
| Revenue | $9,935,475 | RevenueAmt |
| Desc | Clarewood House Inc. is a faith-based residential retirement community that provides independent living apartments, assisted living, and skilled nursing care for the elderly. | Desc |
| Total Program Service Expenses | $10,429,764 | 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 | Yes (1) | 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 | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| 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 | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 3 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 211 | 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 | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | 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 | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Patrick Pheifer | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7137745821 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7400 Clarewood Dr | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77036 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (14 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 | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Patricia Maddox | ||||||||
| President | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Jim Harrison | ||||||||
| Vice President | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Molly Abshire | ||||||||
| Secretary/Treasurer | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Ellen Edwards | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Caroline Freeman | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Greg Krause | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Gary Maddox | ||||||||
| Director | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Richard Spaw | ||||||||
| Director | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Patrick Pheifer | ||||||||
| Executive Director | 40.00 | 1.00 | Yes (X) | $346,895 | $0 | $27,268 | ||
| Richard Gravette | ||||||||
| Chief Financial Officer | 40.00 | 0.00 | Yes (X) | $137,386 | $0 | $8,918 | ||
| Nisha Patel | ||||||||
| Director of Nursing | 40.00 | 0.00 | $152,916 | $0 | $19,745 | Yes (X) | ||
| Robert Rogers | ||||||||
| Director of Maintenance | 40.00 | 0.00 | $127,927 | $0 | $17,764 | Yes (X) | ||
| Cristy Luspo | ||||||||
| Director of Human Resources | 40.00 | 0.00 | $117,058 | $0 | $7,500 | Yes (X) | ||
| Mavis Brewster | ||||||||
| Director of Assisted Living | 40.00 | 0.00 | $111,677 | $0 | $7,949 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $993,859 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $89,144 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 6 | 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 |
|---|---|---|---|---|---|
| Aegis Therapies Inc | |||||
| PO Box 936653 | Atlanta | GA | 31193 | Therapy services | $507,057 |
| J Claire Design | |||||
| 11711 Flintwood Dr | Houston | TX | 77024 | Building interior design | $379,318 |
| Nursedash | |||||
| PO Box 75410 | Chicago | IL | 60675 | Nurse staffing | $205,373 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $817,755 | RelatedOrganizationsAmt |
| All Other Contributions | $12,523 | AllOtherContributionsAmt |
| Total Contributions | $830,278 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Skilled nursing fees | 623000 | $4,641,847 | $4,641,847 |
| Residential rental fees | 623000 | $4,526,468 | $4,526,468 |
| Personal care services | 623000 | $642,844 | $642,844 |
| Other fees | 623000 | $124,316 | $124,316 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $9,935,475 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,402,933 | TotalRevenueColumnAmt |
| Exclusion | $1,402,933 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,079,194 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,531,118 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $548,076 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $548,076 | TotalRevenueColumnAmt |
| Exclusion | $548,076 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,716,762 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $9,935,475 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,951,009 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $817,755 | TotalAmt |
| Program Services | $817,755 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $520,467 | TotalAmt |
| Program Services | $187,083 | ProgramServicesAmt |
| Management And General | $333,384 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,099,361 | TotalAmt |
| Program Services | $4,623,336 | ProgramServicesAmt |
| Management And General | $476,025 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $204,654 | TotalAmt |
| Program Services | $190,028 | ProgramServicesAmt |
| Management And General | $14,626 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $384,809 | TotalAmt |
| Program Services | $333,818 | ProgramServicesAmt |
| Management And General | $50,991 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $418,133 | TotalAmt |
| Program Services | $359,209 | ProgramServicesAmt |
| Management And General | $58,924 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $490 | TotalAmt |
| Management And General | $490 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,745 | TotalAmt |
| Management And General | $57,745 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $133,272 | TotalAmt |
| Management And General | $133,272 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $255,372 | TotalAmt |
| Program Services | $254,807 | ProgramServicesAmt |
| Management And General | $565 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,380 | TotalAmt |
| Management And General | $48,380 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,793 | TotalAmt |
| Program Services | $23,160 | ProgramServicesAmt |
| Management And General | $6,633 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,106,883 | TotalAmt |
| Program Services | $1,096,237 | ProgramServicesAmt |
| Management And General | $10,646 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,016 | TotalAmt |
| Program Services | $11,016 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $998,287 | TotalAmt |
| Program Services | $988,304 | ProgramServicesAmt |
| Management And General | $9,983 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $301,530 | TotalAmt |
| Program Services | $280,628 | ProgramServicesAmt |
| Management And General | $20,902 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| Medical expenses | $885,742 | $885,742 |
| Food expenses | $308,822 | $308,822 |
| Licenses and Membership | $45,564 | $45,564 |
| Chapel supplies | $24,255 | $24,255 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,652,330 | TotalAmt |
| Program Services | $10,429,764 | ProgramServicesAmt |
| Management And General | $1,222,566 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $311,297 | BOYAmt |
| EOY | $220,831 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,048,389 | BOYAmt |
| EOY | $2,632,362 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $326,463 | BOYAmt |
| EOY | $351,424 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,814 | BOYAmt |
| EOY | $89,513 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $33,670,602 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $22,290,148 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,407,474 | BOYAmt |
| EOY | $11,380,454 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,402,067 | BOYAmt |
| EOY | $24,566,405 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $282,392 | BOYAmt |
| EOY | $288,384 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $87,046 | BOYAmt |
| EOY | $369,606 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,949,942 | BOYAmt |
| EOY | $39,898,979 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $774,229 | BOYAmt |
| EOY | $1,256,368 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $474,569 | BOYAmt |
| EOY | $422,722 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,248,798 | BOYAmt |
| EOY | $1,679,090 | 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 | $36,099,750 | BOYAmt |
| EOY | $38,219,889 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $601,394 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,701,144 | BOYAmt |
| EOY | $38,219,889 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,949,942 | BOYAmt |
| EOY | $39,898,979 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,064,432 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $454,313 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | 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) |
|---|---|---|
| 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 | $433,660 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,418,457 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $152,991 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $254,411 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,523 | CurrentTaxYearAmt |
| Total | $2,272,042 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,012,711 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,570,889 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,597,950 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,351,940 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,935,475 | CurrentTaxYearAmt |
| Total | $48,468,965 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,446,371 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,989,346 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,750,941 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,606,351 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,947,998 | CurrentTaxYearAmt |
| Total | $50,741,007 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $3,345 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,200 | CurrentTaxYearMinus1YearAmt |
| Total | $9,545 | 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) |
|---|---|---|
| Current Tax Year Minus2 Years | $3,345 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,200 | CurrentTaxYearMinus1YearAmt |
| Total | $9,545 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $50,731,462 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $696,487 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,132,023 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,189,874 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,252,303 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,149,892 | CurrentTaxYearAmt |
| Total | $6,420,579 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $696,487 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,132,023 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,189,874 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,252,303 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,149,892 | CurrentTaxYearAmt |
| Total | $6,420,579 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,142,858 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,121,369 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,940,815 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,858,654 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,097,890 | CurrentTaxYearAmt |
| Total | $57,161,586 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.88750 | PublicSupportCY509Pct |
| Public Support PY509 | 0.91240 | PublicSupportPY509Pct |
| Investment Income CY | 0.11230 | InvestmentIncomeCYPct |
| Investment Income PY | 0.08750 | 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 | Part III, Line 10a | FormAndLineReferenceDesc |
| Explanation | Clarewood House, Inc. received $817,755 from its supporting organization, The Clarewood House Charitable Trust during the current tax year. Due to the attribution rule of Reg. 1.509(a)-5(a)(3), $746,959 of the $817,755 is reflected as investment income on line 10a of Schedule A. | 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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,219,387 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $797,943 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $9,017,330 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,993,200 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,226,187 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $8,219,387 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,575,694 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$1,582,494 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $6,993,200 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,331,324 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,244,370 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $8,575,694 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,488,172 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $843,152 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $7,331,324 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.82220 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.05443 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.12337 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,001,762 | OtherCostOrOtherBasisAmt |
| Book Value | $1,001,762 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $27,021,681 | OtherCostOrOtherBasisAmt |
| Depreciation | $19,466,751 | DepreciationAmt |
| Book Value | $7,554,930 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,803,270 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,823,397 | DepreciationAmt |
| Book Value | $979,873 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,843,889 | OtherCostOrOtherBasisAmt |
| Book Value | $1,843,889 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $11,380,454 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Resident deposits | Desc |
| Amt | $422,722 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $422,722 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part V, Line 4: | FormAndLineReferenceDesc |
| Explanation | Endowment funds held by The Clarewood House Charitable Trust are dedicated to overall support of Clarewood House. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| Direct rental assistance for extended care | 2 | $61,196 |
| Rent subsidies | 166 | $756,559 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | Rental subsidies apply to all rental rates for residents. For direct rental assistance, the resident must have lived in Clarewood House for at least one year to be eligible to apply for assistance. The resident completes an application form. The application asks for income information and monthly expenses. Proof of expenses and income is required by providing: bank statements, invoices, and income tax returns. Additionally, there are questions about total assets owned. (House, stocks, etc.) The committee first determines if there are more monthly expenses than income. The committee will also review the assets owned if there is a living spouse, enough monies for a funeral, and other criteria. The intent is to subsidize the monthly rent so they do not have to leave their home at Clarewood for a lower-cost facility. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Patrick Pheifer | ||||||||||||||
| Executive Director | $298,154 | $0 | $48,741 | $0 | $0 | $0 | $18,251 | $0 | $9,017 | $0 | $374,163 | $0 | $0 | $0 |
| Nisha Patel | ||||||||||||||
| Director of Nursing | $133,016 | $0 | $19,900 | $0 | $0 | $0 | $9,976 | $0 | $9,769 | $0 | $172,661 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part II, Executive Director | FormAndLineReferenceDesc |
| Explanation | The Executive Committee determines the bonuses for the Executive Director and the Director of Nursing. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 1a | The Executive Committee comprises the President, Vice President, Secretary, and the Board of Directors Treasurer. The Executive Committee maintains and enforces the conflict of interest policy to prevent the personal interests of board members, officers, and staff of Clarewood House, Inc. from interfering with the performance of their duties. The Executive Committee also makes decisions related to budgeted items and compensation packages. |
| Form 990, Part VI, Section A, line 2 | Gary Maddox and Patricia Maddox have a family relationship. |
| Form 990, Part VI, Section B, line 11b | The Chief Financial Officer and Executive Director review the draft of Form 990 and accompanying schedules. A copy of the Form is available to the board before filing with the IRS. |
| Form 990, Part VI, Section B, line 12c | All board members and officers of Clarewood House Inc. must disclose potential conflicts by completing an annual conflict of interest questionnaire. Clarewood's conflict of interest policy guides how conflicts are enforced and addressed. The governing board will exercise due diligence, which includes understanding the nature of the conflict and evaluating alternatives to any potential or actual conflict. If the governing board decides to consider a transaction involving a conflict, the conflicting member is excluded from both final deliberations and voting. Such actions, if they occur, are documented by the governing board. Clarewood's conflict of interest policy also addresses procedures for addressing any members' failure to disclose actual or possible conflicts of interest. |
| Form 990, Part VI, Section B, line 15 | Line 15a. Compensation packages are subject to the Executive Committee's review and approval to maintain reasonable compensation standards in line with market conditions. The Executive Committee determines the Executive Director's salary based on salary surveys. Line 15b. The compensation of other officers is evaluated and recommended by the Executive Director. Key factors considered are 1) board-approved budget trends, 2) market salaries, and 3) performance. The Executive Director and the Executive Committee of the Board approve all annual bonuses for officers. |
| Form 990, Part VI, Section C, line 19 | All documents open for public inspection as required by law, including Form 990 and related schedules, are available during regular business hours upon written request to the Executive Director. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Clarewood House Charitable Trust | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7400 Clarewood Dr | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 766088628 | EIN |
| Primary Activities | Support organization | PrimaryActivitiesTxt |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(3) | ExemptCodeSectionTxt |
| Public Charity Status | Line 12a, I | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Clarewood House Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| 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 | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Clarewood House Charitable Trust | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionTypeTxt |
| Involved | $817,755 | InvolvedAmt |
| Method Of Amount Determination | Cash | MethodOfAmountDeterminationTxt |