PEOPLE OF FAITH INC: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- PEOPLE OF FAITH INC (EIN 86-0410807)
- Tax period
- 2016-03-01 to 2017-02-28
- Filed
- 2017-12-18
- IRS object ID
- 201713529349300221
- Schema version
- 2016v3.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-12-18T11:47:16-06:00 | ReturnTs |
| Tax Period End | 2017-02-28 | 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 | 2016-03-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 860410807 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PEOPLE OF FAITH INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PEOP | BusinessNameControlTxt |
| Phone | 6239332807 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10015 WEST ROYAL OAK ROAD | AddressLine1Txt |
| City | SUN CITY | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85351 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | A CARTER SMITHERMAN | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 6239332807 | PhoneNum |
| Signature | 2017-12-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHAD KUNZE | PreparerPersonNm |
| PTIN | P00639380 | PTIN |
| Phone | 6022662248 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.137.57.251 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-12-12 | IPDt |
| IP Tm | 17:04:11 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 4FBFF73567ACF67D8EFD34054A325778DB36EB14 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | E49AB45AF12B1BB25434C7612008407C4465D4D7 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2018-03-14 21:41:22Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROYAL OAKS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KENDRA EBERHART | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10015 WEST ROYAL OAK ROAD | AddressLine1Txt |
| City | SUN CITY | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85351 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $93,776,897 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ROYALOAKS.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1983 | FormationYr |
| Legal Domicile State | AZ | LegalDomicileStateCd |
| Activity Or Mission | PROVIDE HOUSING THAT PROMOTES COMFORT, SECURITY, INDEPENDENCE & LIFE SATISFACTION FOR RESIDENTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 532 | TotalEmployeeCnt |
| Total Volunteers | 312 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $913,813 | PYContributionsGrantsAmt |
| CY Contributions Grants | $645,580 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $24,629,751 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $25,999,186 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,619,707 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,486,407 | CYInvestmentIncomeAmt |
| PY Other Revenue | $683,075 | PYOtherRevenueAmt |
| CY Other Revenue | $443,961 | CYOtherRevenueAmt |
| PY Total Revenue | $28,846,346 | PYTotalRevenueAmt |
| CY Total Revenue | $31,575,134 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $35,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $64,809 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $14,564,451 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $14,431,616 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $13,043,107 | PYOtherExpensesAmt |
| CY Other Expenses | $13,520,869 | CYOtherExpensesAmt |
| PY Total Expenses | $27,642,558 | PYTotalExpensesAmt |
| CY Total Expenses | $28,017,294 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,203,788 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,557,840 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $127,824,734 | TotalAssetsBOYAmt |
| Total Assets EOY | $139,531,714 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $89,089,295 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $91,790,445 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $38,735,439 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $47,741,269 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO PROVIDE THE HOUSING AND AMENITIES THAT PROMOTE A HIGH DEGREE OF COMFORT, SECURITY, INDEPENDENCE AND LIFE SATISFACTION FOR OUR RESIDENTS AND FUTURE RESEIDENTS. | MissionDesc |
| Significant New Program Srvc | Yes (1) | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $23,520,313 | ExpenseAmt |
| Grant | $64,809 | GrantAmt |
| Revenue | $25,999,186 | RevenueAmt |
| Desc | DURING THE FISCAL YEAR ENDED FEBRUARY 28, 2017, ROYAL OAKS PROVIDED LIFE CARE SERVICES TO APPROXIMATELY 625 RESIDENTS ON A 38-ACRE CAMPUS CONSISTING OF 360 RESIDENTIAL HOMES AND APARTMENTS, 59 ASSISTED LIVING HOMES, A 56-UNIT MEMORY CARE FACILITY, AND A 60-BED SKILLED HEALTHCARE CENTER. | Desc |
| Total Program Service Expenses | $23,520,313 | 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 | Yes (1) | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 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 | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | 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 | Yes (1) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | 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 | 131 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 532 | 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 | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | 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 | 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 | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | A CARTER SMITHERMAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6239332807 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10015 WEST ROYAL OAK ROAD | AddressLine1Txt |
| City | SUN CITY | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85351 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (24 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 |
|---|---|---|---|---|---|---|---|---|
| RICHARD HERMANN | ||||||||
| CHAIR (THROUGH APRIL 2016) | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CAROL BRYAN | ||||||||
| VICE CHAIR & CHAIR | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JANIS RYAN | ||||||||
| VICE CHAIR (THROUGH APRIL 2016) | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DICK JORGENSON | ||||||||
| TRUSTEE & VICE CHAIR | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MARY LOU ROOF | ||||||||
| TRUSTEE & VICE CHAIR | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| KATHRYN VEGSO | ||||||||
| SECRETARY (THROUGH APRIL 2016) | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DENNIS VINCENT | ||||||||
| SECRETARY | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| WILLIAM SCHLOFMAN | ||||||||
| TREASURER | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| GARY BENSON | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KAREN BOUGNEIT | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DAN BRUSNAHAN | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MIKE CHAMBERS | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| BOB GEHRKE | ||||||||
| TRUSTEE (THROUGH NOV 2016) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MARY BETH JOUBLANC | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| WILL RICHARD | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ERIC SHOLBERG | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK WOODFIELD | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KENDRA EBERHART | ||||||||
| PRESIDENT & CEO | 39.00 | 1.00 | Yes (X) | $269,599 | $0 | $91,467 | ||
| A CARTER SMITHERMAN | ||||||||
| CFO | 39.00 | 1.00 | Yes (X) | $128,112 | $0 | $19,426 | ||
| GRETCHEN COBB | ||||||||
| COO | 40.00 | 0.00 | Yes (X) | $182,749 | $0 | $71,549 | ||
| DINA JO CAPEK | ||||||||
| DIRECTOR OF HEALTH SERVICES | 40.00 | 0.00 | $155,933 | $0 | $40,053 | Yes (X) | ||
| JANET ADAMS | ||||||||
| DIRECTOR OF HUMAN RESOURCES | 40.00 | 0.00 | $117,533 | $0 | $25,670 | Yes (X) | ||
| VICKI ULLERY | ||||||||
| MARKETING & COMMUNITY RELATIONS DIR. | 40.00 | 0.00 | $100,445 | $0 | $26,228 | Yes (X) | ||
| CAREY ALTGILBERS | ||||||||
| INFORMATION TECHNOLOGY DIRECTOR | 40.00 | 0.00 | $100,614 | $0 | $19,886 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,054,985 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $294,279 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 7 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| COMPASS GROUP | |||||
| 2400 YORKMONT ROAD | CHARLOTTE | NC | 28217 | FOOD COMMODITIES AND SERVICES | $3,010,136 |
| MAYFAIR FLOORS | |||||
| 3120 W CAREFREE HIGHWAYSUITE B5 | PHOENIX | AZ | 85086 | FLOORING PRODUCTS AND INSTALLATION | $521,996 |
| INDUSTRIAL ELECTRIC | |||||
| 1050 N FAIRWAY DRIVE BLDG I SUITE | AVONDALE | AZ | 85323 | OUTDOOR LANTERN LIGHT POLES | $397,167 |
| BC ZIEGLER & COMPANY | |||||
| 8501 N SCOTTSDALE RD SUITE 250 | SCOTTSDALE | AZ | 85253 | DEBT ISSUE UNDERWRITING | $369,209 |
| INSIGHT | |||||
| PO BOX 731069 | DALLAS | TX | 75373 | IT EQUIPMENT & SERVICES | $259,806 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 7 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $66,237 | FundraisingAmt |
| Related Organizations | $514,427 | RelatedOrganizationsAmt |
| All Other Contributions | $64,916 | AllOtherContributionsAmt |
| Total Contributions | $645,580 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| RESIDENT REVENUES | 623000 | $19,297,165 | $19,297,165 |
| ENTRANCE FEES | 623000 | $6,702,021 | $6,702,021 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $25,999,186 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,623,569 | TotalRevenueColumnAmt |
| Exclusion | $1,623,569 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $69,290 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $69,290 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $69,290 | TotalRevenueColumnAmt |
| Exclusion | $69,290 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $65,042,644 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $62,179,806 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,862,838 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,862,838 | TotalRevenueColumnAmt |
| Exclusion | $2,862,838 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $66,237 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $21,957 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$21,957 | TotalRevenueColumnAmt |
| Exclusion | -$21,957 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| MEALS | 721000 | $358,041 | $358,041 |
| RESIDENT AMENITIES | 900099 | $337,756 | $337,756 |
| MISCELLANEOUS INCOME | 900099 | $45,290 | $45,290 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$344,459 | TotalRevenueColumnAmt |
| Exclusion | -$344,459 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $396,628 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $31,575,134 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $25,999,186 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,930,368 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,000 | TotalAmt |
| Program Services | $35,000 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,809 | TotalAmt |
| Program Services | $29,809 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $762,902 | TotalAmt |
| Program Services | $648,467 | ProgramServicesAmt |
| Management And General | $114,435 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,940,816 | TotalAmt |
| Program Services | $9,299,694 | ProgramServicesAmt |
| Management And General | $1,641,122 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $200,908 | TotalAmt |
| Program Services | $170,772 | ProgramServicesAmt |
| Management And General | $30,136 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,607,751 | TotalAmt |
| Program Services | $1,368,478 | ProgramServicesAmt |
| Management And General | $239,273 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $919,239 | TotalAmt |
| Program Services | $781,353 | ProgramServicesAmt |
| Management And General | $137,886 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,000 | TotalAmt |
| Management And General | $58,000 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,030 | TotalAmt |
| Management And General | $89,030 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $334,653 | TotalAmt |
| Management And General | $334,653 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,215,449 | TotalAmt |
| Program Services | $1,017,488 | ProgramServicesAmt |
| Management And General | $197,961 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $232,658 | TotalAmt |
| Program Services | $116,329 | ProgramServicesAmt |
| Management And General | $116,329 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $659,516 | TotalAmt |
| Program Services | $480,315 | ProgramServicesAmt |
| Management And General | $179,201 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $273,327 | TotalAmt |
| Program Services | $1,419 | ProgramServicesAmt |
| Management And General | $271,908 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,998,412 | TotalAmt |
| Program Services | $1,862,512 | ProgramServicesAmt |
| Management And General | $135,900 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,598 | TotalAmt |
| Management And General | $44,598 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $103,435 | TotalAmt |
| Program Services | $5,172 | ProgramServicesAmt |
| Management And General | $98,263 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $858,077 | TotalAmt |
| Program Services | $858,077 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,606,576 | TotalAmt |
| Program Services | $4,376,247 | ProgramServicesAmt |
| Management And General | $230,329 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $467,954 | TotalAmt |
| Program Services | $159,431 | ProgramServicesAmt |
| Management And General | $308,523 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| FOOD | $2,272,411 | $2,158,790 | $113,621 |
| MEDICAL SUPPLIES | $121,827 | $121,827 | |
| DUES & SUBSCRIPTIONS | $69,686 | $2,448 | $67,238 |
| TAXES | $43,094 | $43,094 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,166 | TotalAmt |
| Program Services | $26,685 | ProgramServicesAmt |
| Management And General | $45,481 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,017,294 | TotalAmt |
| Program Services | $23,520,313 | ProgramServicesAmt |
| Management And General | $4,496,981 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,649,135 | BOYAmt |
| EOY | $1,912,795 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,308,668 | BOYAmt |
| EOY | $7,489,625 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $115,458 | BOYAmt |
| EOY | $1,663,965 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $182,674 | BOYAmt |
| EOY | $233,342 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $822,602 | BOYAmt |
| EOY | $687,956 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $120,644,328 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $55,567,174 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,090,461 | BOYAmt |
| EOY | $65,077,154 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,655,736 | BOYAmt |
| EOY | $61,597,310 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $814,087 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $55,480 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $127,824,734 | BOYAmt |
| EOY | $139,531,714 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,418,575 | BOYAmt |
| EOY | $2,225,099 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,855,722 | BOYAmt |
| EOY | $48,783,051 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,545,000 | BOYAmt |
| EOY | $38,800,440 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $824,670 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,269,998 | BOYAmt |
| EOY | $1,157,185 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $89,089,295 | BOYAmt |
| EOY | $91,790,445 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,830,788 | BOYAmt |
| EOY | $43,199,541 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,904,651 | BOYAmt |
| EOY | $4,541,728 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,735,439 | BOYAmt |
| EOY | $47,741,269 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $127,824,734 | BOYAmt |
| EOY | $139,531,714 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $3,557,840 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $5,498,391 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$50,401 | 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 | $684,664 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $727,642 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,046,989 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $913,813 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $645,580 | CurrentTaxYearAmt |
| Total | $4,018,688 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $22,161,992 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $22,708,021 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $24,280,374 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $24,504,919 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $25,999,186 | CurrentTaxYearAmt |
| Total | $119,654,492 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $444,162 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $589,515 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $583,698 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $700,142 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $695,797 | CurrentTaxYearAmt |
| Total | $3,013,314 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $23,290,818 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $24,025,178 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $25,911,061 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $26,118,874 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $27,340,563 | CurrentTaxYearAmt |
| Total | $126,686,494 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $156,963 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $186,019 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $135,397 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $178,188 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $379,441 | CurrentTaxYearAmt |
| Total | $1,036,008 | 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 Minus4 Years | $156,963 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $186,019 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $135,397 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $178,188 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $379,441 | CurrentTaxYearAmt |
| Total | $1,036,008 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $125,650,486 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,582,714 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,958,479 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,716,273 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,674,319 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,692,859 | CurrentTaxYearAmt |
| Total | $8,624,644 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,582,714 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,958,479 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,716,273 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,674,319 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,692,859 | CurrentTaxYearAmt |
| Total | $8,624,644 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $45,290 | CurrentTaxYearAmt |
| Total | $45,290 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $24,873,532 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $25,983,657 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $27,627,334 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $27,793,193 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $29,078,712 | CurrentTaxYearAmt |
| Total | $135,356,428 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.92830 | PublicSupportCY509Pct |
| Public Support PY509 | 0.92840 | PublicSupportPY509Pct |
| Investment Income CY | 0.06370 | InvestmentIncomeCYPct |
| Investment Income PY | 0.06440 | 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 | MISCELLANEOUS INCOME | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,026,572 | OtherCostOrOtherBasisAmt |
| Book Value | $9,026,572 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $93,456,736 | OtherCostOrOtherBasisAmt |
| Depreciation | $45,756,050 | DepreciationAmt |
| Book Value | $47,700,686 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,431,069 | OtherCostOrOtherBasisAmt |
| Book Value | $3,431,069 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $14,364,833 | OtherCostOrOtherBasisAmt |
| Depreciation | $9,811,124 | DepreciationAmt |
| Book Value | $4,553,709 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $365,118 | OtherCostOrOtherBasisAmt |
| Book Value | $365,118 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $65,077,154 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LIABILITIES UNDER SPLIT-INTEREST AGREEMENTS | Desc |
| Amt | $1,157,185 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,157,185 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $30,904,431 | TotalRevEtcAuditedFinclStmtAmt |
| Other Revenue | $470,187 | OtherRevenueAmt |
| Revenue Not Reported | $470,187 | RevenueNotReportedAmt |
| Revenue Subtotal | $30,434,244 | RevenueSubtotalAmt |
| Other Revenues Not Included | $1,140,890 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $1,140,890 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $31,575,134 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $27,239,764 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $21,957 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $21,957 | ExpensesNotReportedAmt |
| Expenses Subtotal | $27,217,807 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $799,487 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $799,487 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $28,017,294 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | APPLICATION FEES CONSIST OF DEPOSITS BY INDIVIDUALS WHO HAVE BEEN PLACED ON A PRIORITY LIST FOR A RESIDENT UNIT AND ARE FULLY REFUNDABLE. CUSTOMER DEPOSITS CONSIST OF A ONE MONTH DEPOSIT FOR RESIDENTS THAT ARE ADMITTED TO ASSISTED LIVING WITHOUT A LIFE CARE CONTRACT. THE DEPOSIT IS FULLY REFUNDED BY MOVE OUT OR DEATH OF THE RESIDENT. A MINIMUM DEPOSIT OF 10% OF THE TOTAL ENTRANCE FEE IS REQUIRED BEFORE AN INDEPENDENT UNIT IS CONSIDERED RESERVED. PRIOR TO OCCUPANCY, APPLICANTS WHO SIGN LIFE CARE CONTRACTS MAY, UPON CANCELLATION WITHIN A RESCISSION PERIOD, CANCEL THEIR CONTRACT AND RECEIVE A REFUND OF THEIR DEPOSIT. IF AN APPLICANT DIES OR BECOMES DISABLED PRIOR TO OCCUPYING THE UNIT, OR IF A PROSPECTIVE RESIDENT'S APPLICATION IS DENIED, ALL FUNDS DEPOSITED WILL BE REFUNDED. |
| PART X, LINE 2: | MANAGEMENT HAS EVALUATED THE ORGANIZATION'S INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNDERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | NET ASSETS RELEASED FROM RESTRICTION 103,771. LOSS ON REFINANCING OF LONG-TERM DEBT 344,459. FUNDRAISING EVENT EXPENSES 21,957. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | DEVELOPMENT FUND REVENUES 441,690. CACTUS SKY LLC REVENUES 648,799. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 50,401. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EVENT EXPENSES 21,957. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | DEVELOPMENT FUND EXPENSES 103,771. CACTUS SKY LLC EXPENSES 695,716. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | DINNER | Event1Nm |
| Gross Receipts Event1 | $66,237 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $66,237 | CharitableContriEvent1Amt |
| Food And Beverage Event1 | $21,957 | FoodAndBeverageEvent1Amt |
| Gross Receipts Total | $66,237 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $66,237 | CharitableContributionsTotAmt |
| Food And Beverage Total Events | $21,957 | FoodAndBeverageTotalEventsAmt |
| Direct Expense Summary Events | $21,957 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$21,957 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| SUN CITY FIRE DEPARTMENT | |||||||
| 16602 N 99TH AVENUE | SUN CITY | AZ | 85373 | 860409619 | SUN CITY FIRE DEPT | $25,000 | GENERAL OPERATING SUPPORT |
| SUN CITY SHERIFF POSSE | |||||||
| PO BOX 2229 | SUN CITY | AZ | 85372 | 510178733 | SUN CITY SHERIFF... | $10,000 | GENERAL OPERATING SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 26 | RecipientCnt |
| Cash Grant | $29,809 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION SELECTS GRANT RECIPIENTS FROM THE LOCAL COMMUNITY WHO PROVIDE VALUABLE SERVICES THAT SUPPORT THE COMMUNITY AT LARGE AND THE ORGANIZATION ITSELF. ASIDE FROM CONFIRMING THE CHARITABLE/PUBLIC STATUS OF A RECIPIENT ORGANIZATION, ROYAL OAKS PROVIDES THE SUPPORT FOR GENERAL OPERATIONS AND DOES NOT MONITOR THE SPECIFIC USE OF THE FUNDS. AT THE CURRENT TIME, ONLY GOVERNMENTAL ENTITIES ARE SUPPORTED. DEPENDING ON THE PROGRAM THE INDIVIDUAL QUALIFIES FOR, SCHOLARSHIP FUNDS ARE EITHER SENT DIRECTLY TO THE SCHOOL OR PROVIDED TO THE RECIPIENT. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KENDRA EBERHART | ||||||||||||||
| PRESIDENT & CEO | $226,917 | $0 | $39,937 | $0 | $2,745 | $0 | $54,180 | $0 | $37,287 | $0 | $361,066 | $0 | $0 | $0 |
| GRETCHEN COBB | ||||||||||||||
| COO | $161,907 | $0 | $19,038 | $0 | $1,804 | $0 | $38,336 | $0 | $33,213 | $0 | $254,298 | $0 | $0 | $0 |
| DINA JO CAPEK | ||||||||||||||
| DIRECTOR OF HEALTH SERVICES | $142,208 | $0 | $11,844 | $0 | $1,881 | $0 | $14,162 | $0 | $25,891 | $0 | $195,986 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3 | THE PRESIDENT & CEO AND COO PARTICIPATED IN A 457(F) PLAN DURING THE YEAR. THE PLAN PROVIDES THE PARTICIPANT WITH SUPPLEMENTAL DEFERRED COMPENSATION, SUBJECT TO SUBSTANTIAL RISK OF FORFEITURE, TO ENCOURAGE CONTINUED EMPLOYMENT FOR A SIGNIFICANT PERIOD OF TIME. THE AMOUNT CONTRIBUTED IN CALENDAR YEAR 2016 WAS $52,874 AND IS INCLUDED IN PART II, COLUMN C AS OTHER DEFERRED COMPENSATION. |
| PART I, LINE 7 | SENIOR MANAGEMENT EMPLOYEES ARE ELIGIBLE TO PARTICIPATE IN AN ANNUAL INCENTIVE PLAN. IN ORDER TO BE ELIGIBLE FOR A PAYMENT UNDER THE PLAN, ALL OF THE FOLLOWING CRITERIA MUST BE MET: (A) MUST BE EMPLOYED BY ROYAL OAKS ON THE LAST DAY OF THE PLAN YEAR, (B) MUST HAVE MEET SPECIFIC PERFORMANCE GOALS, AND (C) ROYAL OAKS MUST HAVE HAD A NET PROFIT AFTER PAYMENT OF INCENTIVE BONUSES ARE TAKEN INTO ACCOUNT. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE INDUSTRIAL DEVELOPMENT AUTHORITY OF THE CITY OF GLENDALE ARIZONA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 521767454 | BondIssuerEIN |
| CUSIP | 378287AP1 | CUSIPNum |
| Bond Issued | 2016-08-03 | BondIssuedDt |
| Issue Price | $39,699,349 | IssuePriceAmt |
| Purpose | CURRENT REFUNDING | 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 |
| Total Proceeds | $39,699,349 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $795,329 | IssuanceCostsFromProceedsAmt |
| Other Spent Proceeds | $38,904,020 | OtherSpentProceedsAmt |
| Substantial Completion | 2016 | SubstantialCompletionYr |
| Current Refunding | Yes (1) | CurrentRefundingInd |
| Advance Refunding | 0 | AdvanceRefundingInd |
| 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 | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | Yes (1) | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | 0 | 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 |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY BETH JOUBLANC | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | BOARD MEMBER | RelationshipDescriptionTxt |
| Transaction | $33,750 | TransactionAmt |
| Transaction | COMPENSATION FOR HIPAA AND DATA PRIVACY CONSULTING | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 2 | DURING THE FISCAL YEAR, THE ORGANIZATION INITIATED OPERATIONS WITHIN CACTUS SKY HOLDINGS LLC, A SINGLE-MEMBER LLC WHOSE PURPOSE IS TO PURCHASE LAND FOR FUTURE DEVELOPMENT. |
| FORM 990, PART VI, SECTION A, LINE 1 | THE ORGANIZATION HAS AN EXECUTIVE COMMITTEE CONSISTING OF THE OFFICERS OF THE BOARD OF TRUSTEES. THE EXECUTIVE COMMITTEE HAS THE POWER TO ACT ON BEHALF OF THE BOARD BETWEEN MEETINGS OF THE BOARD. THE EXECUTIVE COMMITTEE ALSO ANNUALLY EVALUATES THE PERFORMANCE OF THE PRESIDENT & CEO. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 WAS REVIEWED BY THE BOARD OF TRUSTEES AT A BOARD MEETING PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | MEMBERS OF THE BOARD ANNUALLY REVIEW AND SIGN THE CONFLICT OF INTEREST POLICY. COMMUNICATION WITH BOARD MEMBERS ENSURES THAT ALL CONFLICTS ARE DISCLOSED. IF A CONFLICT EXISTS, A BOARD MEMBER DISCLOSES SUCH CONFLICT, REFRAINS FROM VOTING, DOESN'T USE THEIR PERSONAL INFLUENCE ON THE MATTER, AND IS NOT COUNTED IN DETERMINING A QUORUM FOR THE MEETING. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE PRESIDENT & CEO'S COMPENSATION IS REVIEWED BY AN INDEPENDENT COMPENSATION CONSULTANT AND APPROVED BY THE BOARD OF TRUSTEES. THE ORGANIZATION USES SEVERAL SOURCES, INCLUDING FORMS 990 OF OTHER ORGANIZATIONS AND INDUSTRY COMPENSATION STUDIES. REVIEWS ARE CONDUCTED ANNUALLY AND ARE DOCUMENTED IN EMPLOYEE FILES. OTHER OFFICER AND KEY EMPLOYEE COMPENSATION IS REVIEWED BY THE PRESIDENT & CEO AND THE DIRECTOR OF HUMAN RESOURCES. THE ORGANIZATION USES SEVERAL SOURCES TO DETERMINE COMPENSATION, INCLUDING INDEPENDENT COMPENSATION CONSULTANTS, FORMS 990 OF OTHER ORGANIZATIONS, AND INDUSTRY COMPENSATION STUDIES. REVIEWS ARE CONDUCTED ANNUALLY AND ARE DOCUMENTED IN EMPLOYEE FILES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS AND GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -50,401. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CACTUS SKY HOLDINGS LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10015 WEST ROYAL OAK ROAD | AddressLine1Txt |
| City | SUN CITY | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85351 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 810863279 | EIN |
| Primary Activities | REAL ESTATE | PrimaryActivitiesTxt |
| Legal Domicile State | AZ | LegalDomicileStateCd |
| Total Income | $648,799 | TotalIncomeAmt |
| End Of Year Assets | $17,031,404 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PEOPLE OF FAITH | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PEOPLE OF FAITH FOUNDATION INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10015 WEST ROYAL OAK ROAD | AddressLine1Txt |
| City | SUN CITY | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85351 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 942929146 | EIN |
| Primary Activities | SUPPORT PEOPLE OF FAITH | PrimaryActivitiesTxt |
| Legal Domicile State | AZ | 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 | PEOPLE OF FAITH | 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 | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| PEOPLE OF FAITH FOUNDATION INC | ||
| C | $514,427 | CASH VALUE |
| PEOPLE OF FAITH FOUNDATION INC | ||
| O | $132,000 | CASH VALUE |
| PEOPLE OF FAITH FOUNDATION INC | ||
| Q | $24,868 | CASH VALUE |
| PEOPLE OF FAITH FOUNDATION INC | ||
| S | $100,426 | CASH VALUE |