2016-10-05T12:20:22-05:00 2015-12-31 720549733 ERICKSEN KRENTEL & LAPORTE LLP 4227 CANAL STREET NEW ORLEANS LA 70119 990 2015-01-01 721192571 CHRISTWOOD CHRI 9858980515 100 CHRISTWOOD BLVD COVINGTON LA 70433 L STEPHEN HOLZHALB III EXECUTIVE DIRECTOR 9858980515 2016-09-30 1 RONALD H DAWSON JR CPA P00442622 5044867275 2015 2017-02-10 21:41:12Z L STEPHEN HOLZHALB III 100 CHRISTWOOD BLVD COVINGTON LA 70433 18950950 0 X WWW.CHRISTWOODRC.COM X 1999 LA CONTINUING CARE RETIREMENT COMMUNITY 16 16 360 125 0 0 4675 5331 15109682 16756833 419807 978707 0 0 15534164 17740871 0 0 0 0 7137752 8121337 0 0 0 9486531 11564626 16624283 19685963 -1090119 -1945092 58522609 66644210 68411573 79247673 -9888964 -12603463 X SEE SCHEDULE O 0 0 16660762 16756833 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. 16660762 1 0 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 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 1 121 0 1 360 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 BOARD MEMBER 1.25 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 JAMES DOMBROWSKI CFP PRESIDENT 1.75 X X 0 0 0 MICHELLE GALLAGHER ESQ VICE PRESIDENT 1.25 X X 0 0 0 RICHARD R KNIGHT ESQ BOARD MEMBER 0.75 X 0 0 0 NANCY LEE CSP CAPS BOARD MEMBER 0.75 X 0 0 0 WILLIAM MASON III CPA TREASURER & VICE PRESIDENT 1.25 X 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 JAMES R WILLIS MD SECRETARY 1.25 X X 0 0 0 DIANE G WINSTON BOARD MEMBER 0.75 X 0 0 0 ELIZABETH JACKSON MARKETING DIRECTOR 45.00 X 101394 0 0 L STEPHEN HOLZAHALB III EXECUTIVE OFFICER 50.00 X 172092 0 18340 273486 0 18340 2 0 1 0 MCMATH CONSTRUCTION 1125 N CAUSEWAY BLVD STE 2 MANDEVILLE LA 70471 CONSTRUCTION 1394115 FAUNTLEROY & LATHAM ARCHITECTS 229 ST JOHN LANE COVINGTON LA 70433 ARCHITECTURAL SERVICES 485645 LIFE CARE SERVICES 400 LOCUST STREET STE 820 DES MOINES IA 50309 ADMINISTRATION AND MANAGEMENT 403743 QUALITY CARE REHAB 8477 S SUNCOAST BLVD HOMOSASSA FL 34446 REHAB SERVICES 378914 GIFTED NURSES LLC PO BOX 202056 DALLAS TX 75320 MEDICAL SERVICES 186441 5 5331 5331 MONTHLY SERVICE FEE 623990 9468680 9468680 EARNED ENTRY FEES 623990 2500906 2500906 OTHER SERVICE FEES 623990 2434916 2434916 ROOM AND BOARD 623990 2343451 2343451 MISC. INCOME 900099 8880 8880 16756833 382621 382621 1186165 620000 769407 440672 416758 179328 596086 596086 17740871 16756833 0 978707 273486 101394 172092 7000532 5964889 1035643 95302 70682 24620 217133 204209 12924 534884 459899 74985 217926 217926 205540 205540 46044 46044 715975 633556 82419 287351 67303 220048 128948 37167 91781 1549428 1462372 87056 22684 11879 10805 112173 62176 49997 1503693 1503693 1692547 1692547 1234066 687688 546378 LOSS ON EXTINGUISHMENT 1645322 1645322 SUPPLIES 808250 760741 47509 ACTIVITIES 539657 539657 REPAIRS & MAINTENANCE 414402 396830 17572 440620 358758 81862 19685963 16660762 3025201 0 2468827 3961682 3068684 6297549 939126 686544 136950 185701 56132074 16179807 39318928 39952267 11953251 14276869 636843 1283598 58522609 66644210 1147930 1284475 15135318 17703501 25726547 33298703 535000 25866778 26960994 68411573 79247673 X -9888964 -12603463 -9888964 -12603463 58522609 66644210 -1945092 -769407 0 X X 0 1 X 1 0 X 13722 7857 6893 4675 5331 38478 11863865 13512757 13590767 15109682 16756833 70833904 11877587 13520614 13597660 15114357 16762164 70872382 0 0 0 70872382 319195 311988 297260 300288 382621 1611352 319195 311988 297260 300288 382621 1611352 12196782 13832602 13894920 15414645 17144785 72483734 0.97780 0.97850 0.02220 0.02150 X 3650250 3650250 45651146 12487379 33163767 1966397 651187 1315210 4864281 3041241 1823040 39952267 GROUP INVESTMENT 10148895 F THE BANK OF NEW YORK TRUST COMPANY 4127974 F 14276869 REFUNDABLE ENDOWMENT 26876159 DEPOSITS 84835 26960994 X 16883589 -769407 -769407 17652996 87875 87875 17740871 19598088 0 19598088 87875 87875 19685963 PART X, LINE 2: AS OF DECEMBER 31, 2015, THE CCRC HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE 2012 THROUGH 2015 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 OFFICER 157092 0 15000 0 0 0 5500 0 12840 0 190432 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 2498355 681199 1573230 6225537 2016 0 1 1 1 A 0 0 0 0 0 0 1 A 0 0 0 0 0 0 0 0 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 11 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 11A, 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 60391