HAVERLAND CARTER LIFESTYLE GROUP: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- HAVERLAND CARTER LIFESTYLE GROUP (EIN 27-2027950)
- Tax period
- 2023-04-01 to 2024-03-31
- Filed
- 2025-02-14
- IRS object ID
- 202540459349300529
- Schema version
- 2023v6.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-02-14T10:14:00-06:00 | ReturnTs |
| Tax Period End | 2024-03-31 | 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 | 10700 NORTHUP WAY SUITE 200 | AddressLine1Txt |
| City | BELLEVUE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 272027950 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAVERLAND CARTER LIFESTYLE GROUP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HAVE | BusinessNameControlTxt |
| Phone | 5052913100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10701 MONTGOMERY BLVD NE F | AddressLine1Txt |
| City | ALBUQUERQUE | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87111 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANGIE JULIAN | PersonNm |
| Person Title | BOARD CHAIR | PersonTitleTxt |
| Phone | 5052913100 | PhoneNum |
| Signature | 2025-02-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KURT BENNION CPA | PreparerPersonNm |
| PTIN | P01469618 | PTIN |
| Phone | 4252506100 | PhoneNum |
| Preparation | 2025-02-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DOUG WILSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10701 MONTGOMERY BLVD NE F | AddressLine1Txt |
| City | ALBUQUERQUE | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $10,574,394 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HAVERLANDCARTER.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2010 | FormationYr |
| Legal Domicile State | NM | LegalDomicileStateCd |
| Activity Or Mission | HAVERLAND CARTER LIFESTYLE GROUP, AS AN EXPRESSION OF ITS CHRISTIAN MISSION, ENHANCES THE WELL-BEING AND QUALITY OF LIFE FOR OLDER PERSONS THROUGH PREMIER MANAGEMENT SERVICES WITH COMPETENCY, COMPASSION, AND ETHICAL BEHAVIOR. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 180 | TotalEmployeeCnt |
| Total Volunteers | 12 | TotalVolunteersCnt |
| Total Gross UBI | $74,514 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $22,427 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,968,265 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,350 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $9,339,476 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $10,114,700 | CYProgramServiceRevenueAmt |
| PY Investment Income | $80,712 | PYInvestmentIncomeAmt |
| CY Investment Income | $149,506 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $120 | CYOtherRevenueAmt |
| PY Total Revenue | $11,388,453 | PYTotalRevenueAmt |
| CY Total Revenue | $10,269,676 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $6,209,020 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,896,400 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $8,312,541 | PYOtherExpensesAmt |
| CY Other Expenses | $10,255,231 | CYOtherExpensesAmt |
| PY Total Expenses | $14,523,561 | PYTotalExpensesAmt |
| CY Total Expenses | $16,151,631 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$3,135,108 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$5,881,955 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $47,118,396 | TotalAssetsBOYAmt |
| Total Assets EOY | $44,507,484 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $70,169,959 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $73,406,116 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$23,051,563 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$28,898,632 | NetAssetsOrFundBalancesEOYAmt |
| Mission | HAVERLAND CARTER LIFESTYLE GROUP, AS AN EXPRESSION OF ITS CHRISTIAN MISSION, ENHANCES THE WELL-BEING AND QUALITY OF LIFE FOR OLDER PERSONS THROUGH PREMIER MANAGEMENT SERVICES WITH COMPETENCY, COMPASSION, AND ETHICAL BEHAVIOR. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $11,982,553 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $9,948,040 | RevenueAmt |
| Desc | ENHANCEMENT OF THE WELL-BEING AND QUALITY OF LIFE FOR OLDER PERSONS THROUGH PREMIER MANAGEMENT SERVICES WITH COMPETENCY, COMPASSION, AND ETHICAL BEHAVIOR. | Desc |
| Total Program Service Expenses | $11,982,553 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | 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 | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| 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 | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | 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 | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| 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 | 33 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 180 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (1) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | 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 | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KATRINA BYWATER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5416463300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 WEST MAIN STREET SUITE 303 | AddressLine1Txt |
| City | MEDFORD | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|
| E DEANN EATON | ||||||||
| CEO | 40.00 | 0.00 | Yes (X) | $1,143,874 | $0 | $40,053 | ||
| ANGIE JULIAN | ||||||||
| CFO | 40.00 | 0.00 | Yes (X) | $212,552 | $0 | $20,642 | ||
| LAURA BROECKER | ||||||||
| CORPORATE DIRECTOR OF OPERATIONS | 40.00 | 0.00 | $141,062 | $0 | $43,605 | Yes (X) | ||
| LYNNE CARLBERG | ||||||||
| DIRECTOR OF CORPORATE H.R. | 40.00 | 0.00 | $140,201 | $0 | $43,605 | Yes (X) | ||
| BLAKE WALLACE | ||||||||
| DIRECTOR OF SALES AND MARKETING | 40.00 | 0.00 | $167,794 | $0 | $9,697 | Yes (X) | ||
| DAVID RODRIGUEZ | ||||||||
| EXECUTIVE DIRECTOR | 40.00 | 0.00 | $145,412 | $0 | $28,943 | Yes (X) | ||
| MARGARET FARRAR | ||||||||
| EXECUTIVE DIRECTOR | 40.00 | 0.00 | $114,717 | $0 | $0 | Yes (X) | ||
| MARIE TRIGG | ||||||||
| CHAIR | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| DAN SHAPIRO | ||||||||
| VICE-CHAIR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| EDWARD LICON | ||||||||
| SECRETARY/TREASURER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| WALT ARNOLD | ||||||||
| MEMBER | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| RENEE ENNIS | ||||||||
| MEMBER | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| DON HOSSINK | ||||||||
| MEMBER | 1.00 | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| MARCIA LUBAR | ||||||||
| MEMBER | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| REGNER RIDER | ||||||||
| MEMBER | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| ALISON SCHULER | ||||||||
| MEMBER | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| TERRY SHIRROD | ||||||||
| DIRECTOR | 1.00 | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| JESSICA TURNLEY | ||||||||
| MEMBER | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| DOUG WILSON | ||||||||
| DIRECTOR | 1.00 | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,065,612 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $186,545 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 8 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| DA DAVIDSON | |||||
| 8 3RD STREET N | GREAT FALLS | MT | 59401 | LEGAL SERVICES | $2,248,125 |
| MODRALL SPERLING ROEHL HARRIS AND SIS | |||||
| PO BOX 2168 | ALBUQUERQUE | NM | 87103 | LEGAL SERVICES | $249,282 |
| CLIFTONLARSONALLEN LLP | |||||
| PO BOX 31001-2433 | PASADENA | CA | 911102433 | ACCOUNTING SERVICES | $145,561 |
| BROWN & BROWN OF NM INC | |||||
| PO BOX 842853 | DALLAS | TX | 75284 | LEGAL SERVICES | $117,987 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $5,350 | AllOtherContributionsAmt |
| Total Contributions | $5,350 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| HEALTHCARE SERVICES | 623000 | $9,850,983 | $9,850,983 | ||
| PROPERTY LEASE | 531120 | $263,717 | $97,057 | $74,514 | $92,146 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $10,114,700 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,044 | TotalRevenueColumnAmt |
| Exclusion | $14,044 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $145,180 | TotalRevenueColumnAmt |
| Exclusion | $145,180 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $295,000 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $304,718 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$9,718 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$9,718 | TotalRevenueColumnAmt |
| Exclusion | -$9,718 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 990009 | BusinessCd |
| Total Revenue Column | $120 | TotalRevenueColumnAmt |
| Exclusion | $120 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $120 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,269,676 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $9,948,040 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $74,514 | UnrelatedBusinessRevenueAmt |
| Exclusion | $241,772 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,555 | TotalAmt |
| Management And General | $42,555 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,551,096 | TotalAmt |
| Program Services | $2,104,919 | ProgramServicesAmt |
| Management And General | $2,446,177 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $195,549 | TotalAmt |
| Program Services | $89,605 | ProgramServicesAmt |
| Management And General | $105,944 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $572,806 | TotalAmt |
| Program Services | $262,473 | ProgramServicesAmt |
| Management And General | $310,333 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $534,394 | TotalAmt |
| Program Services | $244,872 | ProgramServicesAmt |
| Management And General | $289,522 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $414,731 | TotalAmt |
| Management And General | $414,731 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,528 | TotalAmt |
| Management And General | $10,528 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,842,540 | TotalAmt |
| Program Services | $2,779,535 | ProgramServicesAmt |
| Management And General | $63,005 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,798 | TotalAmt |
| Management And General | $71,798 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $208,627 | TotalAmt |
| Program Services | $188,882 | ProgramServicesAmt |
| Management And General | $19,745 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $261,663 | TotalAmt |
| Program Services | $255,863 | ProgramServicesAmt |
| Management And General | $5,800 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $448,512 | TotalAmt |
| Program Services | $438,571 | ProgramServicesAmt |
| Management And General | $9,941 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $233,568 | TotalAmt |
| Management And General | $233,568 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,268 | TotalAmt |
| Program Services | $1,240 | ProgramServicesAmt |
| Management And General | $28 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,984,538 | TotalAmt |
| Program Services | $2,918,385 | ProgramServicesAmt |
| Management And General | $66,153 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,494,728 | TotalAmt |
| Program Services | $1,461,597 | ProgramServicesAmt |
| Management And General | $33,131 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $240,562 | TotalAmt |
| Program Services | $219,648 | ProgramServicesAmt |
| Management And General | $20,914 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|
| UBI TAXES | $5,837 | $5,837 | |
| DIETARY | $429,028 | $429,028 | |
| BAD DEBT EXPENSE | $315,904 | $315,904 | |
| REPAIRS AND MAINTENANCE | $173,009 | $3,835 | $169,174 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $118,390 | TotalAmt |
| Program Services | $102,857 | ProgramServicesAmt |
| Management And General | $15,533 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,151,631 | TotalAmt |
| Program Services | $11,982,553 | ProgramServicesAmt |
| Management And General | $4,169,078 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $345,877 | BOYAmt |
| EOY | $622,687 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,377,920 | BOYAmt |
| EOY | $3,912,502 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,030,182 | BOYAmt |
| EOY | $1,123,483 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,623 | BOYAmt |
| EOY | $55,257 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $44,013,736 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $8,357,472 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,766,374 | BOYAmt |
| EOY | $35,656,264 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,655,043 | BOYAmt |
| EOY | $1,418,608 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $869,377 | BOYAmt |
| EOY | $1,718,683 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,118,396 | BOYAmt |
| EOY | $44,507,484 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,062,873 | BOYAmt |
| EOY | $3,767,474 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,196,107 | BOYAmt |
| EOY | $44,496,133 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,600,614 | BOYAmt |
| EOY | $3,202,798 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,310,365 | BOYAmt |
| EOY | $21,939,711 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,169,959 | BOYAmt |
| EOY | $73,406,116 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$23,051,563 | BOYAmt |
| EOY | -$28,898,632 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$23,051,563 | BOYAmt |
| EOY | -$28,898,632 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,118,396 | BOYAmt |
| EOY | $44,507,484 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$5,881,955 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $34,886 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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 Minus3 Years | $1,173,004 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,411 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,968,265 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,350 | CurrentTaxYearAmt |
| Total | $3,149,030 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,963,341 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,508,970 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,256,910 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,269,748 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,948,040 | CurrentTaxYearAmt |
| Total | $43,947,009 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,963,341 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,681,974 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,259,321 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,238,013 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,953,390 | CurrentTaxYearAmt |
| Total | $47,096,039 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | 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) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $47,096,039 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $263,385 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $105,588 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $324,890 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $134,414 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $251,370 | CurrentTaxYearAmt |
| Total | $1,079,647 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $33,940 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $35,626 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $41,109 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $35,820 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $22,427 | CurrentTaxYearAmt |
| Total | $168,922 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $297,325 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $141,214 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $365,999 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $170,234 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $273,797 | CurrentTaxYearAmt |
| Total | $1,248,569 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $650 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $539 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year | $120 | CurrentTaxYearAmt |
| Total | $1,309 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,261,316 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,823,727 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,625,320 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,408,247 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,227,307 | CurrentTaxYearAmt |
| Total | $48,345,917 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.97410 | PublicSupportCY509Pct |
| Public Support PY509 | 0.97410 | PublicSupportPY509Pct |
| Investment Income CY | 0.02580 | InvestmentIncomeCYPct |
| Investment Income PY | 0.02580 | 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 D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,920,150 | OtherCostOrOtherBasisAmt |
| Book Value | $1,920,150 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $40,263,175 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,388,384 | DepreciationAmt |
| Book Value | $32,874,791 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,830,411 | OtherCostOrOtherBasisAmt |
| Depreciation | $969,088 | DepreciationAmt |
| Book Value | $861,323 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $35,656,264 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO RELATED PARTY | Desc |
| Amt | $21,939,711 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $21,939,711 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATIONS ARE EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND A SIMILAR PROVISION FOR STATE LAW. HAVERLAND CARTER LIFESTYLE GROUP IS THE SOLE MEMBER OF HAVERLAND CARTER LIFESTYLE GROUP OPERATING, LLC; HAVERLAND CARTER LIFESTYLE GROUP PROPERTY, LLC; HAVERLAND CARTER LIFESTYLE GROUP PROPERTY HOLDINGS, LLC; HAVERLAND CARTER RALSTON CREEK, LLC; AND DEL CORAZON HOSPICE, LLC; WHICH ARE CONSIDERED DISREGARDED ENTITIES FOR INCOME TAX PURPOSES. RALSTON CREEK NEIGHBORHOOD, INC., RECEIVED ITS 501(C)(3) STATUS ON JULY 15, 2017, BUT THE ASSETS HAVE YET TO BE TRANSFERRED FROM HAVERLAND CARTER RALSTON CREEK, LLC. HOWEVER, THE ORGANIZATIONS ARE SUBJECT TO FEDERAL INCOME TAX ON ANY UNRELATED BUSINESS TAXABLE INCOME. THE ORGANIZATIONS ARE NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE THE TAX-EXEMPT STATUS. SHOULD THAT STATUS BE CHALLENGED IN THE FUTURE, ALL YEARS SINCE INCEPTION COULD BE SUBJECT TO REVIEW BY THE INTERNAL REVENUE SERVICE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | 0 | 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 | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| E DEANN EATON | ||||||||||||||
| CEO | $1,143,874 | $0 | $0 | $0 | $0 | $0 | $30,000 | $0 | $10,053 | $0 | $1,183,927 | $0 | $0 | $0 |
| ANGIE JULIAN | ||||||||||||||
| CFO | $210,552 | $0 | $2,000 | $0 | $0 | $0 | $10,505 | $0 | $10,137 | $0 | $233,194 | $0 | $0 | $0 |
| LAURA BROECKER | ||||||||||||||
| CORPORATE DIRECTOR OF OPERATIONS | $139,562 | $0 | $1,500 | $0 | $0 | $0 | $29,978 | $0 | $13,627 | $0 | $184,667 | $0 | $0 | $0 |
| LYNNE CARLBERG | ||||||||||||||
| DIRECTOR OF CORPORATE H.R. | $137,701 | $0 | $2,500 | $0 | $0 | $0 | $29,978 | $0 | $13,627 | $0 | $183,806 | $0 | $0 | $0 |
| BLAKE WALLACE | ||||||||||||||
| DIRECTOR OF SALES AND MARKETING | $122,544 | $0 | $45,250 | $0 | $0 | $0 | $0 | $0 | $9,697 | $0 | $177,491 | $0 | $0 | $0 |
| DAVID RODRIGUEZ | ||||||||||||||
| EXECUTIVE DIRECTOR | $141,912 | $0 | $3,500 | $0 | $0 | $0 | $18,806 | $0 | $10,137 | $0 | $174,355 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION TYPICALLY CONDUCTS COMPENSATION REVIEWS FOR CLINICAL POSITIONS AND NON-CLINICAL POSITIONS IN ALTERNATE YEARS. THIS PROCESS IS TYPICALLY CONDUCTED BETWEEN DECEMBER AND JANUARY TO RECOMMEND ALIGNMENTS IN TIME FOR BUDGET REVIEW. THE ORGANIZATION LAST REVIEWED ALL POSITIONS FOR ESCALATION AND DID TWO COMPANY-WIDE COMP REVIEWS ON CLINICAL POSITIONS IN THE FISCAL YEAR ENDING IN 2023. THE ORGANIZATION CONSIDERS INTERNAL AND EXTERNAL COMPENSATION DATA TO IDENTIFY COMPETITIVE RANGES AND ESTABLISH EQUITY. DATA FROM THESE EXTERNAL BENCHMARKS IS USED IN THE PROCESS: 1) HOSPITAL AND HEALTHCARE COMPENSATION SERVICE (HHCS) SURVEYS, IN WHICH THE ORGANIZATION ALSO PARTICIPATES. THE HHCS SURVEYS ARE ENDORSED BY LEADINGAGE, AND CONTAIN ACTUAL AND PREDICTIVE DATA ON COMPENSATION, BENEFITS, AND BONUSES FROM OTHER BUSINESSES SPECIFIC TO THE ORGANIZATION'S INDUSTRIES (CCRC, AL, AND HOSPICE). 2) U.S. DEPARTMENT OF LABOR BUREAU OF LABOR STATISTICS OCCUPATIONAL EMPLOYMENT STATISTICS (DOL BLS OES) SPECIFIC TO EACH LOCATION IN WHICH BUSINESS IS CONDUCTED BY THE ORGANIZATION. THE BLS OES DATA IS COMPARED TO THE HHCS SURVEY DATA TO ESTABLISH WHERE THE OES MEDIAN WAGES INTERSECT WITH THE HHCS WAGE RANGES. 3) OTHER EXTERNAL BENCHMARKS: THE ORGANIZATION MAY CONSIDER INFORMATION FROM WEBSITES LIKE GLASSDOOR.COM, PAY SCALE.COM, OR SALARY.COM, BUT THERE IS NO WAY TO VERIFY THE ACCURACY OF THEIR DATA, SO THEY ARE NOT HEAVILY WEIGHTED IN THE REVIEW. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| COLORADO HEALTH FACILITIES AUTHORITY | ||||||||
| A | 840752932 | 19648FCL6 | 2017-05-17 | $46,905,421 | ACQUIRE RESIDENTIAL CARE FACILITY | 0 | 0 | 0 |
| NEW MEXICO HOSPITAL EQUIPMENT LOAN COUNCIL | ||||||||
| B | 850426875 | 657377AN0 | 2019-07-25 | $107,934,316 | LA VIDA LLENA EXPANSION PROJECT AND REFUND TAXABLE BONDS | 0 | 0 | 0 |
| NEW MEXICO HOSPITAL EQUIPMENT LOAN COUNCIL | ||||||||
| C | 850426875 | 647377AWO | 2022-04-04 | $32,383,700 | REFUND SERIES 2022 BONDS (ISSUED 1/24/13) | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $1,405,000 | $46,905,421 | $2,809,025 | $832,976 | $47,611 | $42,345,909 | $869,900 | 2017 | 0 | 0 | Yes (1) | Yes (1) |
| B | $14,855,000 | $107,934,316 | $7,786,715 | $1,970,100 | $49,302,921 | $48,874,580 | 2022 | 0 | Yes (1) | Yes (1) | Yes (1) | |
| C | $940,000 | $32,424,876 | $647,674 | $31,777,202 | 2022 | Yes (1) | 0 | Yes (1) | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | Yes (1) | Yes (1) | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| B | Yes (1) | Yes (1) | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| C | Yes (1) | Yes (1) | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| C | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| DATE REBATE COMPUTATION PERFORMED | ISSUER NAME: COLORADO HEALTH FACILITIES AUTHORITY DATE THE REBATE COMPUTATION WAS PERFORMED: 07/07/2022 |
| PART I, ROW A - SERIES 2017: | HAVERLAND CARTER RALSTON CREEK, LLC, WHOSE SOLE MEMBER IS HAVERLAND CARTER LIFESTYLE GROUP, IS THE OWNER OF THE PROPERTY FINANCED BY THIS TAX EXEMPT BOND ISSUE. HAVERLAND CARTER RALSTON CREEK, LLC'S INFORMATION IS REPORTED ON PAGE 1, PART I OF SCHEDULE R OF HAVERLAND CARTER LIFESTYLE GROUP'S 990. |
| PART 1, ROW B - SERIES 2019: | THIS ISSUANCE IS BEING REPORTED ON THIS SCHEDULE K AS THE DESIGNATED BORROWER OF THE FUNDS, BUT THE RESULTING PROCEEDS / TAX-EXEMPT BOND LIABILITY HAS BEEN REPORTED ON THE RESPECTIVE BALANCE SHEETS OF THE TWO RELATED ORGANIZATIONS WHO BENEFITTED FROM THE BOND ISSUANCE - LA VIDA LLENA (EIN: 85-0282570) IN THE AMOUNT OF $59,959,671 AND THE NEIGHBORHOOD IN RIO RANCHO (EIN: 47-1462853) IN THE AMOUNT OF $47,973,491. |
| PART II, LINE 3, COLUMN C: | THE TOTAL PROCEEDS OF ISSUE INCLUDES INVESTED INTEREST EARNINGS FOR THE BOND ISSUE. |
| PART II, LINE 11: | OTHER SPENT PROCEEDS REPRESENTS PROCEEDS USED TO PAY OFF PRIOR TAXABLE BOND ISSUANCES OF THE HCLG OBLIGATED GROUP. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | THROUGH SEPTEMBER 30, 2023, THE OFFICERS OF THE CORPORATION (CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, CHAIR, VICE-CHAIR, TREASURER, AND SECRETARY) CONSTITUTED THE EXECUTIVE COMMITTEE. THE CHAIR OF THE CORPORATION WAS THE CHAIR OF THE EXECUTIVE COMMITTEE. IT MET PRIOR TO EACH MEETING OF THE BOARD TO ESTABLISH THE AGENDA FOR BOARD MEETINGS AND ANY OTHER BUSINESS THAT MERITED ITS ATTENTION. SPECIAL MEETINGS OF THE EXECUTIVE COMMITTEE WERE CALLED BY THE CHAIR OR THE CHIEF EXECUTIVE OFFICER UPON AT LEAST TWO DAYS NOTICE OF THE MEETING IN PERSON, BY MAIL, ELECTRONICALLY OR TELEPHONICALLY. EXCEPT AS OTHERWISE LIMITED BY THE BYLAWS, THE EXECUTIVE COMMITTEE HAD THE AUTHORITY TO TAKE ANY ACTION THAT THE BOARD OF DIRECTORS WOULD HAVE THE AUTHORITY TO TAKE, IF SUCH ACTION WAS DEEMED NECESSARY TO THE OPERATION OF THE CORPORATION, INCLUDING THE ADOPTING OF BANKING RESOLUTIONS NECESSARY TO OPEN OR ESTABLISH ACCOUNTS AT BANKS, TRUST COMPANIES, OR OTHER DEPOSITORIES OR FINANCIAL INSTITUTIONS. ANY ACTION BY THE EXECUTIVE COMMITTEE HAD TO BE APPROVED BY A MAJORITY OF THE MEMBERS OF THE EXECUTIVE COMMITTEE. ANY ACTION OR RESOLUTION APPROVED OR ADOPTED BY THE EXECUTIVE COMMITTEE HAD TO BE REPORTED TO THE FULL BOARD OF DIRECTORS AT THE NEXT MEETING OF THE BOARD OF DIRECTORS. AS OF OCTOBER 1, 2023, THE ORGANIZATION DOES NOT HAVE A BOARD OF DIRECTORS WITH BROAD AUTHORITY TO ACT ON THE BOARD'S BEHALF. |
| FORM 990, PART VI, SECTION A, LINE 4 | THE BYLAWS WERE AMENDED ON OCTOBER 1, 2023, TO REFLECT THE ACQUISITION OF HAVERLAND CARTER LIFESTYLE GROUP BY PACIFIC RETIREMENT SERVICES, A 501(C)(3) ORGANIZATION BASED IN MEDFORD, OREGON. THE AMENDMENT INCLUDED THE FOLLOWING CHANGES: (A) IDENTIFICATION OF PACIFIC RETIREMENT SERVICES AS THE SOLE MEMBER OF HAVERLAND CARTER LIFESTYLE GROUP; (B) GRANTING VARIOUS POWERS TO PACIFIC RETIREMENT SERVICES AS THE SOLE MEMBER, INCLUDING THE POWER TO APPOINT AND REMOVE ALL BOARD MEMBERS; (C) REQUIRING APPROVAL FROM PACIFIC RETIREMENT SERVICES FOR VARIOUS ACTIONS; AND (D) CHANGING THE MINIMUM NUMBER OF BOARD MEMBERS TO THREE, REMOVING THE MAXIMUM NUMBER OF BOARD MEMBERS, AND ALLOWING BOARD MEMBERS TO SERVE AN UNLIMITED NUMBER OF 1-YEAR TERMS. |
| FORM 990, PART VI, SECTION A, LINE 6 | AS OF OCTOBER 1, 2023, PACIFIC RETIREMENT SERVICES IS THE SOLE MEMBER OF HAVERLAND CARTER LIFESTYLE GROUP. |
| FORM 990, PART VI, SECTION A, LINE 7A | THROUGH SEPTEMBER 30, 2023, IT WAS THE INTENT, WHEN POSSIBLE, THAT AT LEAST FOUR (4) OF THE BOARD MEMBERS AT ANY GIVEN TIME WOULD BE INDIVIDUALS WHO ARE MEMBERS OF THE DENOMINATIONS REPRESENTING LA VIDA LLENA'S FOUR FOUNDING CHURCHES: UNITED METHODIST CHURCH OF AMERICA, PRESBYTERIAN CHURCH USA, EPISCOPAL CHURCH OF THE UNITED STATES OF AMERICA, AND EVANGELICAL LUTHERAN CHURCH IN AMERICA. AS OF OCTOBER 1, 2023, ALL MEMBERS OF THE BOARD OF DIRECTORS ARE ELECTED BY PACIFIC RETIREMENT SERVICES, THE SOLE MEMBER. |
| FORM 990, PART VI, SECTION A, LINE 7B | AS OF OCTOBER 1, 2023, PACIFIC RETIREMENT SERVICES HAS THE EXCLUSIVE POWER TO TAKE THE FOLLOWING ACTIONS ON BEHALF OF HAVERLAND CARTER LIFESTYLE GROUP: (A) AMEND, RESTATE OR REPEAL THE BYLAWS OR ADOPT NEW BYLAWS; (B) COORDINATE THE ORGANIZATION'S ACTIVITIES AND ENGAGE IN THE OVERALL PLANNING, POLICY DEVELOPMENT, BUDGETING AND RESOURCE ALLOCATION FOR THE ORGANIZATION; (C) APPOINT OUTSIDE AUDITORS FOR THE ORGANIZATION; (D) ELECT OR APPOINT THE ORGANIZATION'S DIRECTORS AND FILL VACANCIES CAUSED BY THE DEATH, REMOVAL OR RESIGNATION OF A DIRECTOR; AND (E) REMOVE ANY OF THE ORGANIZATION'S DIRECTORS OR OFFICERS. AS OF OCTOBER 1, 2023, THE PRIOR APPROVAL OF PACIFIC RETIREMENT SERVICES IS REQUIRED BEFORE THE BOARD OF DIRECTORS MAY: (A) APPROVE ANY MERGER OR CONSOLIDATION OF THE ORGANIZATION WITH ANOTHER ENTITY, OR ANY PARTIAL OR TOTAL LIQUIDATION OF THE ORGANIZATION'S ASSETS; (B) INCUR ANY DEBT, OR ENTER INTO ANY CONTRACT, NOT CONTEMPLATED BY THE ANNUAL BUDGET IF THE AGGREGATE DOLLAR AMOUNT EXCEEDS $100,000; (C) MAKE ANY GIFT OR GRATUITOUS TRANSFER IN EXCESS OF $15,000 IN THE AGGREGATE IN ANY CALENDAR YEAR; (D) CREATE A TAXABLE OR TAX-EXEMPT SUBSIDIARY OR AFFILIATED ORGANIZATION; (E) ACQUIRE A CONTROLLING INTEREST IN ANOTHER ENTITY; AND (F) APPROVE ANY AMENDMENT, REPEAL OR RESTATE OF THE ORGANIZATION'S ARTICLES OF INCORPORATION OR ADOPT ANY ARTICLES OF INCORPORATION. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 WAS REVIEWED BY THE CORPORATE DIRECTOR OF ACCOUNTING, VICE PRESIDENT OF ACCOUNTING, CFO, AND THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY AND QUESTIONNAIRE ARE SENT TO ALL BOARD MEMBERS AND KEY EMPLOYEES ANNUALLY. THERE ARE TWO POLICIES RELATED TO CONFLICTS OF INTEREST: 1) BOARD OF DIRECTORS; 2)KEY EMPLOYEES, WHICH IDENTIFY THE PURPOSE, DEFINITIONS, AND PROCEDURES. IF A CONFLICT IS SELF-IDENTIFIED BY A BOARD MEMBER OR KEY EMPLOYEE IN THE QUESTIONNAIRE AND/OR MEETING, PROCEDURES ARE FOLLOWED AND DOCUMENTED ACCORDING TO THE POLICY. |
| FORM 990, PART VI, SECTION B, LINE 15 | A COMPENSATION COMMITTEE OF THE PRS BOARD EXISTS TO DETERMINE COMPENSATION FOR THE EXECUTIVE DIRECTOR OF EACH RELATED COMMUNITY. THIS COMMITTEE IS COMPRISED OF THE OFFICERS OF THE PRS BOARD OF DIRECTORS. THE COMMITTEE HAS A CHARTER THAT OUTLINES ITS DUTIES AND RESPONSIBILITIES. IT ALSO HAS AGENDA ELEMENTS THAT DESCRIBE THE ACTIVITIES THAT THE COMMITTEE UNDERTAKES DURING THE YEAR. THE VP OF HUMAN RESOURCES PROVIDED SALARY STUDIES FROM THE FOLLOWING RESOURCES TO THE COMMITTEE RELATIVE TO EXECUTIVE DIRECTOR COMPENSATION: SALARY.COM, PAYSCALE.COM, 990 REVIEW (LIKE SIZE ORGANIZATIONS), CEMO (CHIEF EXECUTIVE OFFICERS OF MULTI-FACILITY ORGANIZATIONS) SALARY STUDY RESULTS, AND INDUSTRY STATE ASSOCIATION SALARY STUDY RESULTS BASED ON GEOGRAPHICAL LOCATION. THE RECOMMENDATION FOR BASE COMPENSATION AND BONUS ARE PROVIDED BY THE EXECUTIVE DIRECTOR'S DIRECT SUPERVISOR (COO OR VP OF OPERATIONS). |
| FORM 990, PART VI, SECTION C, LINE 19 | CORPORATE FINANCIAL DATA AND GOVERNANCE INFORMATION IS NOT PUBLIC INFORMATION, AND AS SUCH, IS RELEASED ONLY PURSUANT TO LEGAL REGULATION, COURT ORDER, OR OTHER APPLICABLE LAW, AND AS DIRECTED BY CORPORATE COUNSEL. |
| FORM 990, PAGE 7, PART VII - COMPENSATION REPORTING: | ALL LA VIDA LLENA, NEIGHBORHOOD IN RIO RANCHO AND SOMMERSET EMPLOYEES, INCLUDING OFFICERS, ARE ISSUED W-2'S BY HCLG OPERATING, LLC. THE ACTUAL COMPENSATION IS AN EXPENSE OF THE THREE RELATED PARTIES, LA VIDA LLENA, SOMMERSET NEIGHBORHOOD, AND NEIGHBORHOOD AT RIO RANCHO, AS VIRTUALLY ALL OF THE TIME SPENT BY EMPLOYEES IS FOR THOSE THREE ENTITIES. |
| FORM 990, PART IX, LINE 11G | CONTRACTED AND PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 2,750,976. MANAGEMENT AND GENERAL EXPENSES 62,358. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,813,334. FEES: PROGRAM SERVICE EXPENSES 28,559. MANAGEMENT AND GENERAL EXPENSES 647. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 29,206. |
| FORM 990, PART XII, LINE 2C: | AS OF OCTOBER 1, 2023, THE AUTHORITY AND PROCESS FOR SELECTING THE FINANCIAL STATEMENT AUDITOR AND FOR OVERSEEING THE FINANCIAL STATEMENT AUDIT MOVED FROM HAVERLAND CARTER LIFESTYLE GROUP'S BOARD OF DIRECTORS TO PACIFIC RETIREMENT SERVICES' BOARD OF DIRECTORS. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| HAVERLAND CARTER LIFESTYLE GROUP PROPERTY LLC | |||||||||
| 10701 MONTGOMERY BLVD NE SUITE F | ALBUQUERQUE | NM | 87111 | 452990739 | PROPERTY RENTAL | NM | $275,627 | $2,244,123 | HAVERLAND CARTER LIFESTYLE GROUP |
| HAVERLAND CARTER LIFESTYLE GROUP OPERATING LLC | |||||||||
| 10701 MONTGOMERY BLVD NE SUITE F | ALBUQUERQUE | NM | 87111 | 272028287 | PROPERTY MANAGEMENT | NM | $13,120 | $2,722,481 | HAVERLAND CARTER LIFESTYLE GROUP |
| HAVERLAND CARTER LIFESTYLE GROUP PROPERTY HOLDINGS LLC | |||||||||
| 10701 MONTGOMERY BLVD NE SUITE F | ALBUQUERQUE | NM | 87111 | 452993830 | PROPERTY HOLDING | NM | $2,100 | $205,166 | HAVERLAND CARTER LIFESTYLE GROUP |
| HAVERLAND CARTER RALSTON CREEK LLC | |||||||||
| 10701 MONTGOMERY BLVD NE SUITE F | ALBUQUERQUE | NM | 87111 | 820947483 | SENIOR LIVING | CO | $7,516,386 | $37,658,913 | HAVERLAND CARTER LIFESTYLE GROUP |
| DEL CORAZON HOSPICE LLC | |||||||||
| 811 ST MICHAELS DRIVE SUITE 207 | SANTA FE | NM | 87505 | 274287788 | HOSPICE | NM | $2,326,174 | $1,763,946 | HAVERLAND CARTER LIFESTYLE GROUP |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (50 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| PACIFIC RETIREMENT SERVICES INC | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 931067253 | SUPPORTING ORGANIZATION | OR | 501(C)(3) | LINE 12C, III-FI | N/A | 0 | |
| PACIFIC RETIREMENT SERVICES FOUNDATION INC | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 472352652 | PUBLIC FOUNDATION | OR | 501(C)(3) | LINE 7 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| ROGUE VALLEY MANOR | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 930453216 | SENIOR HOUSING | OR | 501(C)(3) | LINE 10 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| THE CUMBERLAND REST INC | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 750891470 | SENIOR HOUSING | TX | 501(C)(3) | LINE 10 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| CASCADE MANOR INC | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 930557803 | SENIOR HOUSING | OR | 501(C)(3) | LINE 10 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| UNIVERSITY RETIREMENT COMMUNITY AT DAVIS | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 931179254 | SENIOR HOUSING | CA | 501(C)(3) | LINE 10 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| HOLLADAY PARK PLAZA | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 930513697 | SENIOR HOUSING | OR | 501(C)(3) | LINE 10 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| CAPITOL LAKES INC | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 391412320 | SENIOR HOUSING | WI | 501(C)(3) | LINE 10 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| ROGUE VALLEY MANOR FOUNDATION INC | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 930712867 | PUBLIC FOUNDATION | OR | 501(C)(3) | LINE 7 | 0 | ROGUE VALLEY MANOR | |
| MIRABELLA WASHINGTON FOUNDATION | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 450574348 | PUBLIC FOUNDATION | WA | 501(C)(3) | LINE 7 | 0 | MIRABELLA | |
| CASCADE MANOR FOUNDATION INC | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 931330100 | PUBLIC FOUNDATION | OR | 501(C)(3) | LINE 7 | 0 | CASCADE MANOR INC | |
| CAPITOL LAKES FOUNDATION INC | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 383781089 | PUBLIC FOUNDATION | OR | 501(C)(3) | LINE 7 | 0 | CAPITOL LAKES INC | |
| MIRABELLA | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 342030255 | SENIOR HOUSING | OR | 501(C)(3) | LINE 10 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| MIRABELLA AT SOUTH WATERFRONT | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 711016384 | SENIOR HOUSING | OR | 501(C)(3) | LINE 10 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| COMMUNITY VOLUNTEER NETWORK | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 930892261 | COMMUNITY SERVICES | TX | 501(C)(3) | LINE 10 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| RVM HOUSING CORPORATION | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 930864466 | SENIOR HOUSING | OR | 501(C)(3) | LINE 10 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| RVM ASHLAND HOUSING CORPORATION | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 930942933 | SENIOR HOUSING | CA | 501(C)(3) | LINE 10 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| RVM GRANTS PASS HOUSING CORPORATION | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 943136037 | SENIOR HOUSING | OR | 501(C)(3) | LINE 10 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| RVM ROSEBURG HOUSING CORPORATION | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 943179782 | SENIOR HOUSING | WI | 501(C)(3) | LINE 10 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| RVM MYRTLE CREEK HOUSING CORPORATION | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 943162074 | SENIOR HOUSING | OR | 501(C)(3) | LINE 10 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| RVM BEND HOUSING CORPORATION | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 943163349 | SENIOR HOUSING | CA | 501(C)(3) | LINE 10 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| RVM EAGLE POINT HOUSING CORPORATION | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 943191447 | SENIOR HOUSING | TX | 501(C)(3) | LINE 10 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| RVM KLAMATH FALLS HOUSING CORPORATION | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 943196455 | SENIOR HOUSING | OR | 501(C)(3) | LINE 10 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| RVM MEDFORD II HOUSING CORPORATION | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 943212537 | SENIOR HOUSING | WA | 501(C)(3) | LINE 10 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| RVM LIVELY OAKS HOUSING CORPORATION | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 943194409 | SENIOR HOUSING | OR | 501(C)(3) | LINE 10 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| RVM REEDSPORT HOUSING CORPORATION | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 943212538 | SENIOR HOUSING | OR | 501(C)(3) | LINE 10 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| RVM YREKA HOUSING CORPORATION | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 943212540 | SENIOR HOUSING | WA | 501(C)(3) | LINE 10 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| RVM EUGENE HOUSING CORPORATION | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 943247154 | SENIOR HOUSING | OR | 501(C)(3) | LINE 10 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| RVM FORT WORTH I HOUSING CORPORATION | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 311520436 | SENIOR HOUSING | OR | 501(C)(3) | LINE 10 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| RVM BEND II HOUSING CORPORATION | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 943260016 | SENIOR HOUSING | OR | 501(C)(3) | LINE 10 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| RVM FORT WORTH II HOUSING CORPORATION | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 311587415 | SENIOR HOUSING | OR | 501(C)(3) | LINE 10 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| RVM MEDFORD III HOUSING CORPORATION | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 311587418 | SENIOR HOUSING | OR | 501(C)(3) | LINE 10 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| RVM ROSEBURG II HOUSING CORPORATION | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 311587420 | SENIOR HOUSING | OR | 501(C)(3) | LINE 10 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| RVM GRANTS PASS II HOUSING CORPORATION | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 311662259 | SENIOR HOUSING | OR | 501(C)(3) | LINE 10 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| RVM DAVIS HOUSING CORPORATION | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 311662208 | SENIOR HOUSING | OR | 501(C)(3) | LINE 10 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| RVM MYRTLE CREEK II HOUSING CORPORATION | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 311715321 | SENIOR HOUSING | OR | 501(C)(3) | LINE 10 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| RVM PORTLAND HOUSING CORPORATION | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 311780332 | SENIOR HOUSING | OR | 501(C)(3) | LINE 10 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| RVM PORTLAND II HOUSING CORPORATION | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 300037898 | SENIOR HOUSING | OR | 501(C)(3) | LINE 10 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| RVM CENTRAL POINT HOUSING CORPORATION | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 300315618 | SENIOR HOUSING | OR | 501(C)(3) | LINE 10 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| RVM MANSFIELD HOUSING CORPORATION | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 900292647 | SENIOR HOUSING | OR | 501(C)(3) | LINE 10 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| MIDDLETON GLEN INC | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 911859494 | SENIOR HOUSING | OR | 501(C)(3) | LINE 10 | 0 | CAPITOL LAKES INC | |
| SENIOR HOUSING OF MIDDLETON INC | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 470825736 | SENIOR HOUSING | CA | 501(C)(3) | LINE 10 | 0 | CAPITOL LAKES INC | |
| MIRABELLA AT ASU INC | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 813784956 | SENIOR HOUSING | OR | 501(C)(3) | LINE 10 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| BAY AREA SENIOR SERVICES INC | |||||||||||
| 1 BALDWIN AVENUE | SAN MATEO | CA | 94401 | 943008774 | SENIOR HOUSING | TX | 501(C)(3) | LINE 10 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| THE FULL LIFE FOUNDATION | |||||||||||
| 10501 LAGRIMA DE ORE NE | ALBUQUERQUE | NM | 87111 | 850416157 | FUNDRAISING - SENIOR LIVING | NM | 501(C)(3) | LINE 12C, III-FI | N/A | 0 | |
| SOMMERSET NEIGHBORHOOD INC | |||||||||||
| 1601 SW 119TH STREET | OKLAHOMA CITY | OK | 73170 | 810684291 | ASSISTED LIVING | OK | 501(C)(3) | LINE 10 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| LA VIDA LLENA | |||||||||||
| 10501 LAGRIMA DE ORE NE | ALBUQUERQUE | NM | 87111 | 850282570 | SENIOR LIVING | NM | 501(C)(3) | LINE 10 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| THE NEIGHBORHOOD IN RIO RANCHO | |||||||||||
| 900 LOMA COLORADO | RIO RANCHO | NM | 87124 | 471462853 | SENIOR LIVING | NM | 501(C)(3) | LINE 10 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| RALSTON CREEK NEIGHBORHOOD INC | |||||||||||
| 10701 MONTGOMERY BLVD ND SUITE F | ALBUQUERQUE | NM | 87111 | 822174664 | NONE | NM | 501(C)(3) | LINE 10 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| THE HAVERLAND CARTER NEIGHBORHOOD FOUNDATION | |||||||||||
| 10701 MONTGOMERY BLVD ND SUITE F | ALBUQUERQUE | NM | 87111 | 842728227 | SUPPORT THE NEIGHBORHOOD IN RIO RANCHO | NM | 501(C)(3) | LINE 7 | 0 | PACIFIC RETIREMENT SERVICES INC | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAVERLAND CARTER LIFESTYLE GROUP MANAGEMENT INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10701 MONTGOMERY BLVD NE SUITE F | AddressLine1Txt |
| City | ALBUQUERQUE | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 272028098 | EIN |
| Primary Activities | MANAGEMENT SERVICES | PrimaryActivitiesTxt |
| Legal Domicile State | NM | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAVERLAND CARTER LIFESTYLE GROUP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C | EntityTypeTxt |
| Ownership | 1.00000 | OwnershipPct |
| 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 | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | 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 | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | 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 | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (6 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| LA VIDA LLENA | ||
| E | $1,899,750 | FMV |
| THE NEIGHBORHOOD IN RIO RANCHO | ||
| D | $722,403 | FMV |
| SOMMERSET NEIGHBORHOOD | ||
| E | $1,045,733 | FMV |
| LA VIDA LLENA | ||
| Q | $4,971,413 | FMV |
| THE NEIGHBORHOOD IN RIO RANCHO | ||
| Q | $737,909 | FMV |
| SOMMERSET NEIGHBORHOOD | ||
| Q | $511,685 | FMV |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, COLUMNS F AND G: | FormAndLineReferenceDesc |
| Explanation | HAVERLAND CARTER LIFESTYLE GROUP CONTROLLED THE FOLLOWING ORGANIZATIONS THROUGH SEPTEMBER 30, 2023. AS OF OCTOBER 1, 2023, THE ORGANIZATIONS ARE CONTROLLED BY PACIFIC RETIREMENT SERVICES. - SOMMERSET NEIGHBORHOOD - LA VIDA LLENA - THE NEIGHBORHOOD IN RIO RANCHO - RALSTON CREEK NEIGHBORHOOD, INC. - THE HAVERLAND CARTER NEIGHBORHOOD FOUNDATION | ExplanationTxt |