2017-11-15T14:34:20-06:00 2016-12-31 720549733 ERICKSEN KRENTEL & LAPORTE LLP 4227 CANAL STREET NEW ORLEANS LA 70119 990 2016-01-01 721192571 CHRISTWOOD CHRI 9858980515 100 CHRISTWOOD BLVD COVINGTON LA 70433 L STEPHEN HOLZHALB III EXECUTIVE DIRECTOR 9858980515 2017-11-14 1 RONALD H DAWSON JR CPA P00442622 5044867275 12.152.98.2 2017-11-14 10:19:22 CS P D434F9B26A71BCE4B04D20FAC011C4FD4CE871F7 27FEAC9F5BABEACEEB05029FE7F2E2AE76B15AA2 2016 2021-01-29 14:40:06Z L STEPHEN HOLZHALB III 100 CHRISTWOOD BLVD COVINGTON LA 70433 18551510 0 X WWW.CHRISTWOODRC.COM X 1999 LA CONTINUING CARE RETIREMENT COMMUNITY 16 16 384 60 0 0 5331 189250 16756833 17581413 978707 162202 0 0 17740871 17932865 0 0 0 0 8121337 8754102 0 0 0 11564626 10292215 19685963 19046317 -1945092 -1113452 66644210 66949588 79247673 80477703 -12603463 -13528115 X SEE SCHEDULE O 0 0 15911143 17581413 TO PROVIDE HOUSING, HEALTH CARE AND OTHER RELATED SERVICES TO RESIDENTS THROUGH THE OPERATION OF A RETIREMENT FACILITY CONTAINING APARTMENTS AND A HEALTH-CARE FACILITY. 15911143 1 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 0 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 0 0 1 0 0 0 1 103 0 1 384 1 0 0 0 0 0 1 1 0 0 0 0 X 16 16 0 1 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X DEBBIE PERTUIS 9858980515 100 CHRISTWOOD BLVD COVINGTON LA 70433 THE VERY REVEREND PAUL BAILEY M DIV VICE PRESIDENT 1.25 X X 0 0 0 ROBERT BARNES MD BOARD MEMBER 0.75 X 0 0 0 ALLEN CATALANOTTO TREASURER 1.25 X X 0 0 0 PAUL DENNIS BOARD MEMBER 0.75 X 0 0 0 DAVID L DUPLANTIER ESQ BOARD MEMBER 0.75 X 0 0 0 WILLIAM MASON III CPA PRESIDENT 1.75 X X 0 0 0 MICHELLE GALLAGHER ESQ VICE PRESIDENT 1.25 X X 0 0 0 RICHARD F KNIGHT ESQ BOARD MEMBER 0.75 X 0 0 0 BEVERLY BAKER GARIEPY BOARD MEMBER 0.75 X 0 0 0 COLIN MCCOMISKEY MD BOARD MEMBER 0.75 X 0 0 0 WILLIE PARETTI BOARD MEMBER 0.75 X 0 0 0 STEVE SCOGGIN GAA GRI BOARD MEMBER 0.75 X 0 0 0 DONNA WILLIAMS BOARD MEMBER 0.75 X 0 0 0 PATRICK HUVAL CPA CGFM BOARD MEMBER 0.75 X 0 0 0 JAMES R WILLIS MD SECRETARY 1.25 X X 0 0 0 JOHN W GREENE BOARD MEMBER 0.75 X 0 0 0 ELIZABETH JACKSON MARKETING DIRECTOR 45.00 X 101834 0 0 DEBRA PERTUIS DIRECTOR OF ACCOUNTING 50.00 X 102426 0 0 L STEPHEN HOLZAHALB III EXECUTIVE DIRECTOR 50.00 X 175940 0 14771 380200 0 14771 3 0 1 0 MCMATH CONSTRUCTION 1125 CAUSEWAY BLVD STE 2 MANDEVILLE LA 70471 CONSTRUCTION 4763012 LIFE CARE SERVICES 400 LOCUST STREET STE 820 DES MOINES IA 50309 ADMINISTRATION AND MANAGEMENT 509218 GIFTED NURSES LLC PO BOX 202056 DALLAS TX 75320 MEDICAL SERVICES 305226 GARDEN SPOT NURSERY 770 ROBERT BLVD SLIDELL LA 70458 GARDEN SERVICES 190245 4 189250 189250 MONTHLY SERVICE FEE 623990 10227085 10227085 OTHER SERVICE FEES 623990 2621158 2621158 EARNED ENTRY FEES 623990 2603928 2603928 ROOM AND BOARD 623990 1964680 1964680 INSURANCE PROCEEDS 900099 149427 149427 15135 15135 17581413 376454 376454 404393 188800 429845 215593 -429845 -214252 -214252 17932865 17581413 0 162202 380200 204260 175940 7486625 6197523 1289102 120510 81628 38882 182722 172798 9924 584045 494029 90016 219564 219564 221511 336 221175 55967 1464 54503 917774 831337 86437 275225 218749 56476 109297 52885 56412 1661653 1556858 104795 38495 19593 18902 144861 71287 73574 1565933 1565933 1756301 1756301 1280633 740681 539952 SUPPLIES 878452 817195 61257 ACTIVITIES 508443 508443 REPAIRS & MAINTENANCE 414022 397433 16589 MISCELLANEOUS 118292 118263 29 125792 104147 21645 19046317 15911143 3135174 0 3961682 1839477 6297549 4580737 686544 1087941 185701 231875 63359807 17356180 39952267 46003627 14276869 13202581 1283598 3350 66644210 66949588 1284475 2297896 17703501 17820511 33298703 31130149 26960994 29229147 79247673 80477703 X -12603463 -13528115 -12603463 -13528115 66644210 66949588 -1113452 188800 0 X X 0 1 X 1 0 X 7857 6893 4675 5331 189250 214006 13512757 13590767 15109682 16756833 17430861 76400900 13520614 13597660 15114357 16762164 17620111 76614906 0 0 0 76614906 311988 297260 300288 382621 376454 1668611 311988 297260 300288 382621 376454 1668611 13832602 13894920 15414645 17144785 17996565 78283517 0.97870 0.97780 0.02130 0.02220 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3650250 3650250 52378327 13342832 39035495 2127327 739117 1388210 5203903 3274231 1929672 46003627 GROUP INVESTMENT 10684104 F THE BANK OF NEW YORK TRUST COMPANY 2518477 F 13202581 REFUNDABLE ENDOWMENT 29141922 DEPOSITS 87225 29229147 X 18041601 188800 188800 17852801 80064 80064 17932865 18966253 0 18966253 80064 80064 19046317 PART X, LINE 2: AS OF DECEMBER 31, 2016, THE CCRC HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE 2013 THROUGH 2016 TAX YEARS REMAIN SUBJECT TO EXAMINATION BY THE IRS. THE CCRC DOES NOT BELIEVE THAT ANY REASONABLY POSSIBLE CHANGES WILL OCCUR WITHIN THE NEXT TWELVE MONTHS THAT WILL HAVE A MATERIAL IMPACT ON THE FINANCIAL STATEMENTS. X 0 0 0 0 0 0 0 0 0 L STEPHEN HOLZAHALB III EXECUTIVE DIRECTOR 175940 0 0 0 0 0 0 0 14771 0 190711 0 0 0 PART I, LINE 3 COMPENSATION INCREASES ARE BASED ON ANNUAL PERFORMANCE REVIEWS MADE BY A SUB-COMMITTEE OF THE BOARD OF DIRECTORS CHARGED WITH MONITORING PERFORMANCE. A CHRISTWOOD - SERIES 2014 721192571 2015-01-01 34059946 FINANCING IMPROVEMENTS 1 0 0 A 26228083 34059946 2498356 681199 1573230 6225537 2016 0 1 1 1 A 0 0 0 0 0 0 1 A 0 0 1 1 0 0 0 0 0 A 0 FORM 990, PART III, LINE 1 CHRISTWOOD'S MISSION IS TO HELP SENIORS LIVE WITH DIGNITY, INDEPENDENCE AND THE ASSURANCE OF NEEDED PHYSICAL, SPIRITUAL AND MEDICAL CARE. UTILIZING THE "CONTINUING CARE" MODEL, CHRISTWOOD RECOGNIZES THE NEEDS OF SENIORS TO HAVE ACCESS TO INTEGRATED SERVICES RANGING ALONG A CONTINUUM FROM INDEPENDENT LIVING TO NURSING CARE. WITHIN THIS CONTINUUM, A RANGE OF LIVING OPTIONS ARE AVAILABLE TO ADDRESS THE PHYSICAL, SOCIAL, PSYCHOLOGICAL AND EMOTIONAL NEEDS. EDUCATIONAL, RECREATIONAL, SOCIAL, AND CULTURAL EVENTS ARE AVAILABLE ON A VOLUNTARY PARTICIPATION BASIS TO RESIDENTS AS AN INTEGRAL PART OF COMMUNITY LIFE. LEVELS OF CARE ARE PROVIDED TO REFLECT THE VARYING LEVELS OF INTENSITY OF CARE NEEDED TO MEET CHANGING SUPPORTIVE AND HEALTH CARE NEEDS OF THE RESIDENTS. ALL APPLICATIONS FOR RESIDENCY ARE CONSIDERED EQUALLY WITHOUT REGARD TO AN INDIVIDUAL'S MARITAL STATUS, RACE, SEX, CREED, OR NATIONAL ORIGIN. FORM 990, PART VI, SECTION A, LINE 3 LIFE CARE SERVICES PROVIDES SOFTWARE FOR MANAGEMENT OF CHRISTWOOD. FORM 990, PART VI, SECTION A, LINE 6 MEMBERSHIP IS OPEN TO ANY PERSON DULY ELECTED AND SERVING AS A CURRENT MEMBER OF THE VESTRY OF CHRIST EPISCOPAL CHURCH, COVINGTON, LA. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS OF CHRIST EPISCOPAL VESTRY NOMINATE THE MEMBERS OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS COMPLETED BY THE SAME FIRM WHO CONDUCTS OUR ANNUAL EXTERNAL AUDIT. THE DRAFT 990 IS SENT TO THE DIRECTOR OF ACCOUNTING FOR REVIEW OF ACCURACY OF FINANCIAL NUMBERS AND RESPONSE TO QUESTIONS. IT IS THEN GIVEN TO THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS FOR REVIEW AND APPROVAL. IF REQUESTED BY THE FINANCE COMMITTEE, IT IS SENT TO AN OUTSIDE CPA FIRM FOR FURTHER REVIEW. AFTER THIS APPROVAL, IT IS SENT TO THE EXECUTIVE OFFICER FOR HIS REVIEW AND SIGNATURE. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REVIEWS CONFLICT OF INTEREST POLICY ANNUALLY WITH AUDIT QUESTIONAIRE. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION INCREASES ARE BASED ON ANNUAL PERFORMANCE REVIEWS MADE BY A SUB-COMMITTEE OF THE BOARD OF DIRECTORS CHARGED WITH MONITORING PERFORMANCE. HISTORICAL SALARY AND INCENTIVES ARE PROVIDED AND COMPARABLE DATA FOR THE LOCAL AREA AND SIZE OF FACILITY IS ALSO USED IN THE DECISION PROCESS. ANY CHANGES IN COMPENSATION ARE APPROVED BY THE BOARD OF DIRECTORS AND DOCUMENTED IN THE MINUTES OF THE BOARD MEETING. THE PRESIDENT OF THE BOARD OF DIRECTORS WILL SIGN A STATUS CHANGE FORM THAT WILL BE GIVEN TO HUMAN RESOURCES FOR PROCESSING. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS AND GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC BY REQUEST. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM YEAR TO YEAR. CHRIST EPISCOPAL CHURCH 120 S NEW HAMPSHIRE ST COVINGTON LA 70433 RELIGIOUS LA 501(C)3 LINE 1 N/A 0 CHRISTWOOD FOUNDATION 100 CHRISTWOOD BLVD COVINGTON LA 70433 RESIDENT SUPPORT LA 501(C)3 LINE 12A, I CHRISTWOOD 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 CHRISTWOOD FOUNDATION B 189250