2025-11-17T13:51:37-06:00 2024-12-31 341884125 CBIZ ADVISORS LLC 4722 N 24TH ST STE 300 PHOENIX AZ 85016 990 2024-01-01 860828160 LA POSADA AT PARK CENTRE INC LAPO 5206484054 350 E MORNINGSIDE ROAD GREEN VALLEY AZ 85614 CHRISTOPHER SIMON VP/CFO 5206487901 2025-11-16 1 1 AMY A O'LOUGHLIN P00869687 6022646835 2025-11-16 2024 2025-03-06 01:10:19Z JONI CONDIT 350 E MORNINGSIDE ROAD GREEN VALLEY AZ 85614 53188214 0 X LAPOSADACOMMUNITIES.ORG X 1996 AZ LA POSADA MAXIMIZES THE HEALTH AND WELL-BEING OF SENIORS. 6 5 766 339 923032 26365 2034269 912905 45602841 46674569 2425842 4110308 1128440 1490432 51191392 53188214 94749 198609 0 0 27587255 26835400 0 0 3023 22086228 22236117 49768232 49270126 1423160 3918088 389541458 400773765 338165298 341033361 51376160 59740404 X HOUSING AND HEALTHCARE FOR SENIORS. LA POSADA MAXIMIZES THE HEALTH AND WELL-BEING OF SENIORS. 0 0 16081216 33294175 LA POSADA PROVIDED INDEPENDENT APARTMENT AND GARDEN HOME HOUSING WITH NURSING, WELLNESS CLINICS, HOUSEKEEPING AND LAUNDRY SERVICES, MAINTENANCE SERVICES, TRANSPORTATION, SPECIAL FUNCTIONS, AND ACTIVITIES TO 768 RESIDENTS, WHOSE AVERAGE AGE WAS 86. 9451122 10854537 LA POSADA PROVIDED ASSISTED LIVING SUITES TO 219 INDIVIDUALS TO OFFER ADDITIONAL HEALTH CARE AND ASSISTANCE WITH DAILY ACTIVITIES. INCLUDED IS 39 PEOPLE IN A DEDICATED MEMORY CARE FACILITY, 58 IN HIGH ACUITY FACILITY, AND 122 IN A SOCIAL CARE FACILITY. 1863407 198609 1468391 HOME AND COMMUNITY BASED, THE ORGANIZATION PROVIDED 4,296 PERSON DAYS OF ADULT DAY CARE ON SITE FOR MENTALLY FRAIL ELDERLY; PROVIDED 4,984 NO CHARGE SENIOR LUNCHES ON SITE AND PROVIDED 11,652 DAYS OF CHILD CARE ON SITE. LA POSADA OFFERS THE COMMUNITY CONNECT APPLICATION FOR THE SMART PHONE WHCIH HAD 6,136 USERS CONNECTING PEOPLE TO AVAILABLE SERVICES IN GREEN VALLEY. THESE SERVICES ARE SUBSIDIZED BY GRANTS AND DONATIONS FROM LA POSADA RESIDENTS AND THE COMMUNITY OF GREEN VALLEY. 2117214 623343 OTHER PROGRAMS. 2117214 623343 29512959 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 131 0 1 766 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 6 5 0 0 0 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 0 X CHRIS SIMON 5206484054 350 E MORNINGSIDE ROAD GREEN VALLEY AZ 85614 JONI CONDIT PRESIDENT/CEO 50.00 2.00 X X 405572 0 49766 SIMON DAVIS CHAIR 2.50 2.00 X X 0 0 0 RICHARD DUCOTE VICE CHAIR 2.50 2.00 X X 0 0 0 DUANE BLUMBERG PHD BOARD TRUSTEE (RETIRED 10/24) 2.50 1.00 X 0 0 0 NANCY PUCKETT BOARD TRUSTEE 2.50 1.00 X 0 0 0 PATTY SMALLSREED BOARD TRUSTEE 2.50 1.00 X 0 0 0 JOHN STEPHENS BOARD TRUSTEE 2.50 1.00 X 0 0 0 ELIZABETH ERNST SRVP/COO 50.00 X 317656 0 37487 CHRISTOPHER SIMON SRVP/CFO 50.00 0.00 X 232798 0 27278 GERALD WEYGINT DIR INFO TECHNOLOGY 50.00 X 152106 0 24099 PAUL S IDE SR VP/CFO/CIO (LEFT 50.00 1.00 X 258311 0 6587 PAUL LOOMANS VP MARKETING 50.00 2.00 X 190489 0 23250 STEVE KOLNACKI EXEC DIR OPERATIONS 50.00 X 181394 0 31119 ALEXIS MARTINEZ DIRECTOR PUSCH RIDGE/RIS 50.00 X 118864 0 3826 AIMEE SCHMIDT DIR HR 50.00 X 138137 0 26145 KEVIN PALMER OWNERS REPRESENTATIVE 40.00 X 123440 0 0 DAVID CURL PROJECT MANAGER 40.00 X 136344 0 0 CHRISTY SOMNER DIRECTOR CARE MANAGEMENT 40.00 X 130911 0 0 WILLIAM HINTALLA DINING SERVICES DIRECTOR 40.00 X 116594 0 0 CINDY LEVY OUT PATIENT THERAPY SUPERVISOR 40.00 X 117289 0 0 LISA ISRAEL FORMER PRESIDENT EMERITUS 0.00 X 532738 0 0 3152643 0 229557 14 1 1 0 GENSLER 2575 E CAMELBACK RD SUITE 175 PHOENIX AZ 85016 ARCHITECTURE FEES 346559 CALIBER GROUP INC 8901 E MOUNTAIN VIEW RD STE 150 SCOTTSDALE AZ 85258 MARKETING 330750 UKG DBA THE ULTIMATE SOFTWARE 2000 ULTIMATE WAY WESTON FL 33326 IT CONSULTING 234287 AMANDA WOOD 422 N SAWTELLE AVE TUCSON AZ 85716 INTERIOR DESIGN AND FURNITURE 193124 CLIFTONLARSONALLEN LLP 20 EAST THOMAS ROAD SUITE 2300 PHOENIX AZ 85012 PROF ACCOUNTING SERV 110356 5 120000 792905 912905 MONTHLY SVS FEE 623000 29819851 29819851 HIGH NEEDS & ASST LIVI 623000 10854537 10854537 EARNED ENT FEES 623000 3474324 3474324 HOME & COMMUNITY 623000 1488604 1052383 436221 O/P REHABILITATION 623000 621245 621245 416008 416008 46674569 469527 469527 3640781 0 3640781 3640781 3640781 MISCELLANEOUS 900099 987552 987552 JAVA SHOPPE 722515 486811 486811 MEDICAL BLDG REV 531120 13971 13971 2098 2098 1490432 53188214 46240446 923032 5111831 102654 102654 95955 95955 1675717 1055131 620586 20540855 12919787 7621068 535052 340543 194509 2395838 1537511 858327 1687938 1061679 626259 10788 10788 136227 136227 206231 206231 989063 360190 628873 577620 10175 567445 1358920 576128 782792 1806424 764570 1038831 3023 1839400 1534343 305057 258750 109700 149050 3591506 1373150 2218356 453676 192340 261336 7957670 6015181 1942489 1462378 619990 842388 EQUIP REPAIRS & MAINT 764463 324102 440361 RESIDENTS EXPENSES 334598 334598 TELEPHONE 216812 91920 124892 ANNUITY PAYMENTS 93312 93312 178279 178279 49270126 29512959 19754144 3023 10568407 3635663 137953128 78726009 237905 0 1184253 3554539 319127 190931 899757 919229 360077341 95251387 195686894 264825954 33958115 38389478 887947 931061 542564 498814 7303361 9102087 389541458 400773765 21435457 15819784 99122958 107809026 209583327 208466868 8023556 8937683 338165298 341033361 X 41978852 49420765 9397308 10319639 51376160 59740404 389541458 400773765 X 3918088 3066611 1379545 X 0 1 X 1 0 X 1126352 1567306 2768056 2034269 912905 8408888 40247170 41465248 43265178 45606525 46240446 216824567 41373522 43032554 46033234 47640794 47153351 225233455 11000 22937 7460 2305 2400 46102 1748018 1333491 793921 298068 519668 4693166 1759018 1356428 801381 300373 522068 4739268 220494187 1330597 1108870 919950 2076496 469527 5905440 1330597 1108870 919950 2076496 469527 5905440 44959 152957 26365 224281 591373 574439 659809 702396 1490432 4018449 43295492 44715863 47657952 50572643 49139675 235381625 0.93680 0.93080 0.02510 0.03020 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2020 AMOUNT: $ 591,373. 2021 AMOUNT: $ 574,439. 2022 AMOUNT: $ 659,809. 2023 AMOUNT: $ 702,396. 2024 AMOUNT: $ 1,490,432. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 3944 3944 0 PART II-B, LINE 1: PART OF THE DUES PAID BY THE ORGANIZATION TO THE STATE ASSOCIATION ARE TO FUND A LOBBYIST WHO SUPPORTS CAUSES OF THE ELDERLY IN THE LEGISLATURE. 5620000 11000 -658000 4973000 5399000 34000 559000 372000 5620000 5010000 106000 540000 257000 5399000 1 10444698 10444698 99360168 62726054 36634114 48363370 22949160 25414210 12636081 8344916 4291165 189273024 1231257 188041767 264825954 RESERVATION DEPOSITS 7204435 ANNUITIES RESERVE 1673848 RIGHT OF USE LIABILITIES 59400 8937683 X PART V, LINE 4: INTENDED USES OF THE ORGANIZATION'S ENDOWMENT FUNDS: UNCOMPENSATED CARE, SCHOLARSHIPS, OPERATIONS, FITNESS PAVILION OPERATIONS, PUTTING GREEN MAINTENANCE, ETC. THE ENDOWMENT HAS BEEN TRANSFERRED TO LA POSADA FOUNDATION. PART X, LINE 2: LA POSADA IS A NOT-FOR-PROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE "CODE") AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES. IN ADDITION, LA POSADA QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170 OF THE CODE AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION. INCOME DETERMINED TO BE UNRELATED BUSINESS TAXABLE INCOME WOULD BE TAXABLE. PUSCH RIDGE IS A DISREGARDED ENTITY FOR INCOME TAX PURPOSES, AND ACCORDINGLY, ALL INCOME AND EXPENSES ARE PASSED THROUGH TO LA POSADA. THE ORGANIZATION EVALUATES ITS UNCERTAIN TAX POSITIONS, IF ANY, ON A CONTINUAL BASIS THROUGH REVIEW OF ITS POLICIES AND PROCEDURES, REVIEW OF ITS REGULAR TAX FILINGS, AND DISCUSSIONS WITH OUTSIDE EXPERTS. AT DECEMBER 31, 2024 AND 2023, MANAGEMENT BELIEVES IT DID NOT HAVE ANY UNCERTAIN TAX POSITIONS. 1 GREEN VALLEY FIRE DISTRICT 3005 S CAMINO DEL SOL GREEN VALLEY AZ 85614 860526018 GOVERNMENT 60000 0 COMMUNITY SERVICE SAHUARITA FOOD BANK 17750 S LA CANADA SAHUARITA AZ 85629 471654162 501(C)(3) 10000 0 COMMUNITY SERVICE ROTARY CLUB OF TUCSON FOUNDATION 3900 E TIMROD STREET SUITE 4 TUCSON AZ 85711 510172798 501(C)(3) 15000 0 COMMUNITY SERVICE GV COMMUNITY FOOD BANK 250 E CONTINENTAL RD 101 GREEN VALLEY AZ 85614 510192519 501(C)(3) 10000 0 COMMUNITY SERVICE 3 INDIGENT CARE 3 90356 PART I, LINE 2: THE ORGANIZATION PROVIDES CARE EITHER WITHOUT CHARGE OR AT AMOUNTS LESS THAN ITS ESTABLISHED RATES TO CLIENTS WHO MEET CERTAIN CRITERIA. X X X X 0 1 0 0 0 0 0 1 0 LISA ISRAEL FORMER PRESIDENT EMERITUS 0 0 0 0 532738 0 0 0 0 0 532738 0 532738 0 JONI CONDIT PRESIDENT/CEO 364014 0 41558 0 0 0 33323 0 16443 0 455338 0 0 0 ELIZABETH ERNST SRVP/COO 293904 0 23752 0 0 0 22297 0 15190 0 355143 0 0 0 PAUL S IDE SR VP/CFO/CIO (LEFT 126681 0 28269 0 103361 0 5117 0 1470 0 264898 0 103361 0 CHRISTOPHER SIMON SRVP/CFO 230127 0 2671 0 0 0 6122 0 21156 0 260076 0 0 0 PAUL LOOMANS VP MARKETING 170446 0 20043 0 0 0 5861 0 17389 0 213739 0 0 0 STEVE KOLNACKI EXEC DIR OPERATIONS 181319 0 75 0 0 0 6743 0 24376 0 212513 0 0 0 GERALD WEYGINT DIR INFO TECHNOLOGY 152031 0 75 0 0 0 8876 0 15223 0 176205 0 0 0 AIMEE SCHMIDT DIR HR 133062 0 5075 0 0 0 5069 0 21076 0 164282 0 0 0 PART I, LINE 4B THE ORGANIZATION HAS ESTABLISHED AN UNFUNDED 457(B) DEFERRED COMPENSATION PLAN FOR THE ORGANIZATION'S SENIOR MANAGEMENT, WHICH IS BASED ON YEARS OF SERVICE AND A PROJECTED RETIREMENT DATE. BENEFITS ARE PAYABLE UPON TERMS AS STATED IN EACH INDIVIDUAL'S EMPLOYMENT CONTRACT. JONI CONDIT, SRVP & COO: $ 23,042 PAUL IDE, SRVP & CFO & CIO $ 3,833 ELIZABETH ERNST, SRVP & COO $15,375 CHRISTOPHER SIMON, SRVP & CFO $ 1,958 THE FOLLOWING HAVE RECEIVED PAYMENTS FROM THE ORGANIZATION FOR THEIR 457(B) DEFERRED COMPENSATION PLAN ACCOUNT IN FULL PAYMENT OF FUNDS INVESTED. PAUL IDE, SRVP & CFO & CIO $103,361 LISA ISRAEL, PRESIDENT EMERITUS $532,738 PART I, LINE 7 THE ORGANIZATION PROVIDES NON-FIXED PAYMENTS TO EMPLOYEES BASED ON MEETING ORGANIZATIONAL GOALS. THE CEO'S BONUS IS APPROVED BY THE BOARD OF DIRECTORS. OTHER BONUS PAYMENTS ARE AT THE DISCRETION OF THE CEO. A INDUSTRIAL DEVELOPMENT AUTHORITY OF THE COUNTY OF PIMA SLRB SERIES A 860445981 72178AAJ1 2022-10-10 214770000 CONSTRUCTION OF LA POSADA AT PUSCH RIDGE RETIREMENT FACILITY 0 0 0 A 214904469 15459115 21129700 4750550 136644915 36920189 2025 0 0 0 1 A 0 0 0 0 0 0 0 0 1 A 1 FORM 990, PART VI, SECTION B, LINE 11B THE 990 RETURN IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND REVIEWED IN DETAIL BY THE ORGANIZATION'S CEO AND CFO. FORM 990, PART VI, SECTION B, LINE 12C A CONFLICT OF INTEREST COMPLIANCE REPORT IS COMPLETED ANNUALLY BY THE OFFICERS AND TRUSTEES. THE POLICY ADDRESSES CONTRACTS, TRANSACTIONS, AND FINANCIAL INTERESTS BETWEEN THE ORGANIZATION AND ITS BOARD AND OFFICERS. IF IT IS DETERMINED THAT THERE IS A CONFLICT, THE TRUSTEE ABSENTS THEMSELVES FROM THE DECISION-MAKING PROCESS. THERE IS A COMPLIANCE COMMITTEE CHAIRED BY THE PRESIDENT/CEO, THAT MEETS QUARTERLY TO REVIEW COMPLIANCE ISSUES INCLUDING CONFLICTS OF INTEREST AND ISSUES MINUTES. THERE IS ALSO A COMPLIANCE TELEPHONE HOT LINE, WHICH ALLOWS FOR ANONYMITY, THAT IS CHECKED AT LEAST WEEKLY FOR CALLS. DURING EACH ANNUAL PERFORMANCE REVIEW, A CODE OF CONDUCT AND COMPLIANCE GUIDELINE FORM IS DISCUSSED, REVIEWED AND SIGNED BY EACH EMPLOYEE. FORM 990, PART VI, SECTION B, LINE 15 EXECUTIVE COMPENSATION IS EVALUATED ANNUALLY. THE LA POSADA BOARD OF TRUSTEES PERIODICALLY ENGAGES AN OUTSIDE COMPENSATION CONSULTANT, BUT MORE OFTEN USES DATA COLLECTED FROM INDUSTRY SURVEYS ON CEO PAY, BENEFITS AND AVERAGE ANNUAL INCREASES OTHERS ARE PROVIDING. WHEN AVAILABLE, THE BOARD HAS ANNUALLY UTILIZED THE INDUSTRY CEMO MARKET DATA. A LARSON ALLEN CONSULTANT WAS ENGAGED AT ONE POINT TO PROVIDE ADVICE ON SETTING THE COMPENSATION LEVELS OF OTHER EXECUTIVES AS A PERCENTAGE OF THE CEO. THIS IS THE RESPONSIBILITY OF THE CEO; HOWEVER, THE BOARD IS PERIODICALLY ADVISED OF THE RATES OF OTHERS. THE CEO UTILIZES MARKET DATA PROVIDED BY THE NATIONAL ASSOCIATION LEADINGAGE SURVEY AS WELL AS ANY OTHER SURVEYS BEING DONE BY GROUPS OF CCRCS ON THEIR OWN. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S ARTICLES OF INCORPORATION, BY-LAWS, AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. THE CURRENT FINANCIAL STATEMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE IN THE ORGANIZATION'S LIBRARY. FORM 990, PART XI, LINE 9: CHANGE IN SPLIT INTEREST AGREEMENTS -97,042. BENEFICIAL INTEREST IN THE LA POSADA FOUNDATION 1,476,996. ROUNDING -409. LA POSADA AT PUSCH RIDGE FKA NAKOMA SKY LLC 350 E MORNINGSIDE GREEN VALLEY AZ 85614 464811918 HOUSING & HEALTHCARE FOR SENIORS AZ -236936 255766000 N/A LA POSADA COMMUNITIES FKA POSADA LIFE 350 E MORNINGSIDE ROAD GREEN VALLEY AZ 85614 813665904 SUPPORT - HOUSING & HEALTHCARE FOR SENIORS AZ 501(C)(3) LINE 12C, III-FI 0 LA POSADA FOUNDATION 350 E MORNINGSIDE ROAD GREEN VALLEY AZ 85614 320680959 SUPPORT FOR LA POSADA AT PARK CENTRE INC. AZ 501(C)(3) LINE 7 0 POSADA LIFE HOLDINGS INC 350 E MORNINGSIDE ROAD GREEN VALLEY AZ 85614 880886572 TITLE HOLDING AZ 501(C)(2) 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 0