2025-09-13T11:56:33-05:00 2024-12-31 760269860 Blazek & Vetterling 2900 Weslayan Suite 200 Houston TX 77027 990 2024-01-01 741468123 Clarewood House Inc CLAR 7137745821 7400 Clarewood Drive Houston TX 77036 Patrick Pheifer Executive Director 7137745821 2025-09-13 1 0 Barbara Murphy P01386215 7134395739 2025-09-13 2024 2025-03-06 01:10:19Z Patrick Pheifer 7400 Clarewood Drive Houston TX 77036 18247880 0 X www.clarewoodhouse.com X 1962 TX Clarewood House, Inc. provides a residential retirement community for the elderly. 8 8 211 14 0 0 490432 830278 9351940 9935475 958220 1951009 0 0 10800592 12716762 236021 817755 0 0 6789175 6627424 0 0 0 4198791 4207151 11223987 11652330 -423395 1064432 37949942 39898979 1248798 1679090 36701144 38219889 To provide specially designed facilities and services to elderly persons, including Independent Living apartments, Assisted Living, and long and short-term skilled nursing care. 0 0 10429764 817755 9935475 Clarewood House Inc. is a faith-based residential retirement community that provides independent living apartments, assisted living, and skilled nursing care for the elderly. 10429764 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 3 0 1 211 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X Patrick Pheifer 7137745821 7400 Clarewood Dr Houston TX 77036 Patricia Maddox President 1.00 0.00 X X 0 0 0 Jim Harrison Vice President 1.00 1.00 X X 0 0 0 Molly Abshire Secretary/Treasurer 1.00 0.00 X X 0 0 0 Ellen Edwards Director 1.00 0.00 X 0 0 0 Caroline Freeman Director 1.00 0.00 X 0 0 0 Greg Krause Director 1.00 0.00 X 0 0 0 Gary Maddox Director 1.00 1.00 X 0 0 0 Richard Spaw Director 1.00 1.00 X 0 0 0 Patrick Pheifer Executive Director 40.00 1.00 X 346895 0 27268 Richard Gravette Chief Financial Officer 40.00 0.00 X 137386 0 8918 Nisha Patel Director of Nursing 40.00 0.00 X 152916 0 19745 Robert Rogers Director of Maintenance 40.00 0.00 X 127927 0 17764 Cristy Luspo Director of Human Resources 40.00 0.00 X 117058 0 7500 Mavis Brewster Director of Assisted Living 40.00 0.00 X 111677 0 7949 993859 0 89144 6 0 1 0 Aegis Therapies Inc PO Box 936653 Atlanta GA 31193 Therapy services 507057 J Claire Design 11711 Flintwood Dr Houston TX 77024 Building interior design 379318 Nursedash PO Box 75410 Chicago IL 60675 Nurse staffing 205373 3 817755 12523 830278 Skilled nursing fees 623000 4641847 4641847 Residential rental fees 623000 4526468 4526468 Personal care services 623000 642844 642844 Other fees 623000 124316 124316 9935475 1402933 1402933 6079194 5531118 548076 548076 548076 12716762 9935475 0 1951009 817755 817755 520467 187083 333384 5099361 4623336 476025 204654 190028 14626 384809 333818 50991 418133 359209 58924 490 490 57745 57745 133272 133272 255372 254807 565 48380 48380 29793 23160 6633 1106883 1096237 10646 11016 11016 998287 988304 9983 301530 280628 20902 Medical expenses 885742 885742 Food expenses 308822 308822 Licenses and Membership 45564 45564 Chapel supplies 24255 24255 11652330 10429764 1222566 0 311297 220831 2048389 2632362 326463 351424 84814 89513 33670602 22290148 10407474 11380454 24402067 24566405 282392 288384 87046 369606 37949942 39898979 774229 1256368 474569 422722 1248798 1679090 X 36099750 38219889 601394 0 36701144 38219889 37949942 39898979 1064432 454313 0 X 0 1 X 1 0 X 433660 1418457 152991 254411 12523 2272042 10012711 9570889 9597950 9351940 9935475 48468965 10446371 10989346 9750941 9606351 9947998 50741007 3345 6200 9545 0 3345 6200 9545 50731462 696487 1132023 1189874 1252303 2149892 6420579 696487 1132023 1189874 1252303 2149892 6420579 11142858 12121369 10940815 10858654 12097890 57161586 0.88750 0.91240 0.11230 0.08750 X Part III, Line 10a 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8219387 797943 9017330 6993200 1226187 8219387 8575694 -1582494 6993200 7331324 1244370 8575694 6488172 843152 7331324 0.82220 0.05443 0.12337 0 1 1 1001762 1001762 27021681 19466751 7554930 3803270 2823397 979873 1843889 1843889 11380454 Resident deposits 422722 422722 Part V, Line 4: Endowment funds held by The Clarewood House Charitable Trust are dedicated to overall support of Clarewood House. 1 Direct rental assistance for extended care 2 61196 Rent subsidies 166 756559 Part I, Line 2: 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. X X X 0 0 0 0 0 0 0 0 0 Patrick Pheifer Executive Director 298154 0 48741 0 0 0 18251 0 9017 0 374163 0 0 0 Nisha Patel Director of Nursing 133016 0 19900 0 0 0 9976 0 9769 0 172661 0 0 0 Part II, Executive Director The Executive Committee determines the bonuses for the Executive Director and the Director of Nursing. 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. The Clarewood House Charitable Trust 7400 Clarewood Dr Houston TX 77036 766088628 Support organization TX 501(c)(3) Line 12a, I Clarewood House Inc 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 The Clarewood House Charitable Trust C 817755 Cash