LIFESTREAM COMPLETE SENIOR LIVING INC: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- LIFESTREAM COMPLETE SENIOR LIVING INC (EIN 23-7458267)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-09
- IRS object ID
- 201533139349303358
- Schema version
- 2014v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule J
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-09T17:52:15-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 20 E THOMAS RD STE 2300 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85012 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237458267 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LIFESTREAM COMPLETE SENIOR LIVING INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LIFE | BusinessNameControlTxt |
| Phone | 6239333333 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11555 WEST PEORIA AVENUE | AddressLine1Txt |
| City | YOUNGTOWN | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85363 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RONALD E ESTES | PersonNm |
| Person Title | VICE PRESIDENT / CFO | PersonTitleTxt |
| Phone | 6239333333 | PhoneNum |
| Signature | 2015-11-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHAD KUNZE | PreparerPersonNm |
| PTIN | P00639380 | PTIN |
| Phone | 6022662248 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DAVID B ELLIS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11555 WEST PEORIA AVENUE | AddressLine1Txt |
| City | YOUNGTOWN | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85363 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $12,539,394 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWWW.LIFESTREAMLIVING.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1975 | FormationYr |
| Legal Domicile State | AZ | LegalDomicileStateCd |
| Activity Or Mission | LIFESTREAM IS A FAITH-BASED ORGANIZATION CALLED BY GOD, TO CARE FOR SENIOR ADULTS WITH A COMPASSIONATE HEART, TO HELP THEM RECOGNIZE THE VALUE AND PURPOSE OF THEIR LIVES AND TO EXPERIENCE DIGNITY, RESPECT AND SELF-WORTH. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 571 | TotalEmployeeCnt |
| Total Volunteers | 45 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $476,616 | PYContributionsGrantsAmt |
| CY Contributions Grants | $316,057 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $11,808,486 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $11,924,813 | CYProgramServiceRevenueAmt |
| PY Investment Income | $6,073 | PYInvestmentIncomeAmt |
| CY Investment Income | -$36,786 | CYInvestmentIncomeAmt |
| PY Other Revenue | $692,143 | PYOtherRevenueAmt |
| CY Other Revenue | $277,635 | CYOtherRevenueAmt |
| PY Total Revenue | $12,983,318 | PYTotalRevenueAmt |
| CY Total Revenue | $12,481,719 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | 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 | $7,915,338 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $7,914,960 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $35,996 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,412,539 | PYOtherExpensesAmt |
| CY Other Expenses | $5,322,797 | CYOtherExpensesAmt |
| PY Total Expenses | $13,327,877 | PYTotalExpensesAmt |
| CY Total Expenses | $13,237,757 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$344,559 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$756,038 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $25,236,889 | TotalAssetsBOYAmt |
| Total Assets EOY | $25,641,976 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $21,661,206 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $22,727,563 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,575,683 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,914,413 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | LIFESTREAM IS A FAITH-BASED ORGANIZATION CALLED BY GOD, TO CARE FOR SENIOR ADULTS WITH A COMPASSIONATE HEART, TO HELP THEM RECOGNIZE THE VALUE AND PURPOSE OF THEIR LIVES AND TO EXPERIENCE DIGNITY, RESPECT AND SELF-WORTH. OUR MISSION IS CARRIED OUT BY ASSOCIATES WHO STRIVE TO BE THE BEST IN THE WORLD AT PROVIDING PERSON-CENTERED CARE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $7,400,263 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $7,658,106 | RevenueAmt |
| Desc | THE ORGANIZATION PROVIDES HEALTH CARE SERVICES TO A MAXIMUM OF 102 SENIOR RESIDENTS AT A REASONABLE COST. NEARLY 82% OF OUR RESIDENTS WERE MEDICAID, 6% MEDICARE AND 12% PRIVATE PAY. ONE WING OF OUR SKILLED NURSING CENTER IS DEVOTED TO SENIORS WITH WANDERING DEMENTIA. OUR MISSION IS ACTED OUT BY NEARLY 221 ASSOCIATES. WE HAVE FULL-TIME CHAPLAINS THAT ATTEND TO THE SPIRITUAL AND EMOTIONAL NEEDS OF OUR RESIDENTS. THE CHALLENGES OUR CHAPLAINS FACE EXTEND FROM SENIOR'S FEARS AND FRUSTRATIONS TO ILLNESSES AND THE LOSS OF LOVED ONES. ON A DAILY BASIS OUR CHAPLAINS AND ASSOCIATES HELP RESIDENTS MAKE THE TRANSITION FROM DISCOMFORT TO CONTENTMENT AND FROM APPREHENSION TO ASSURANCE FROM UNCERTAINTY. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,126,415 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $3,820,449 | RevenueAmt |
| Desc | THE ORGANIZATION PROVIDED QUALITY AFFORDABLE HOUSING AND SERVICES TO APPROXIMATELY 205 SENIOR RESIDENTS AT A REASONABLE COST. ON AVERAGE, 164 WERE IN INDEPENDENT LIVING AND 41 WERE IN ASSISTED LIVING. OUR MISSION IS ACTED OUT IN OUR SENIOR HOUSING PROGRAM THE SAME AS IT IS IN OUR NURSING CARE PROGRAM AS DESCRIBED ABOVE. LIFESTREAM AT YOUNGTOWN OPERATES A 47-ACRE RETIREMENT CAMPUS IN YOUNGTOWN, ARIZONA. THE CAMPUS INCLUDES COOK HEALTH CARE CENTER ("COOK"), A 102-BED SKILLED NURSING FACILITY, THREE GREEN HOUSE ASSISTED LIVING HOMES TOTALING 30 BEDS, JT'S PLACE, A 24-BED ASSISTED LIVING CENTER, AND 163 INDEPENDENT LIVING UNITS. THIRTY OF OUR ASSISTED LIVING ROOMS ARE IN THREE "GREEN HOUSES" WHICH IS A CONCEPT THAT MOVES ASSISTED LIVING FROM A HOSPITAL MODEL TO A HOME-LIKE SETTING. EACH HOUSE HAS A COMMON GREAT ROOM, DINING ROOM WHERE FAMILY-STYLE MEALS ARE SHARED BETWEEN SENIORS AND CAREGIVERS, AND A LOVELY PATIO WHERE RESIDENTS CAN ENJOY THE OUTDOORS AS WELL AS A VARIETY OF SOCIAL ACTIVITIES. SERVICES SUCH AS MEDICATION MANAGEMENT, WELL-BEING CHECKS, PET CARE, TRANSPORTATION TO MEALS, COMPANION SERVICE AND A HOST OF OTHER SERVICES ARE AVAILABLE TO OUR SENIOR HOUSING RESIDENTS. WE HAVE FULL-TIME CHAPLAINS THAT ATTEND TO THE SPIRITUAL AND EMOTIONAL NEEDS OF OUR RESIDENTS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $0 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $446,258 | RevenueAmt |
| Desc | LIFESTREAM CURRENTLY CONTROLS AND IS THE SOLE MEMBER THROUGH A COMMON BOARD OF DIRECTORS AND PROVIDES MANAGEMENT SERVICES TO ALL THE RELATED LIFESTREAM ORGANIZATIONS IN NORTH EAST PHOENIX, SUN RIDGE AND THUNDERBIRD. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $11,526,678 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | 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 | 62 | IRPDocumentCnt |
| IRP Document W2 G | 1 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 571 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RONALD E ESTES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6239333333 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11555 WEST PEORIA AVENUE | AddressLine1Txt |
| City | YOUNGTOWN | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85363 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| DICK DICKSON | ||||||||
| CHAIRMAN | 0.30 | 0.60 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| BRAD ROUTH | ||||||||
| VICE CHAIRMAN | 0.30 | 0.60 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| KEN KORTMAN | ||||||||
| BOARD MEMBER | 0.30 | 0.60 | Yes (X) | $0 | $0 | $0 | ||
| ANDY GRAY | ||||||||
| BOARD MEMBER | 0.30 | 0.60 | Yes (X) | $0 | $0 | $0 | ||
| JEANINE SAGE RN | ||||||||
| BOARD MEMBER | 0.30 | 0.60 | Yes (X) | $0 | $0 | $0 | ||
| CHARLES STROUPE | ||||||||
| BOARD MEMBER | 0.30 | 0.60 | Yes (X) | $0 | $0 | $0 | ||
| TAMI WISELY | ||||||||
| BOARD MEMBER | 0.30 | 0.60 | Yes (X) | $0 | $0 | $0 | ||
| DARWN HARP | ||||||||
| BOARD MEMBER | 0.30 | 0.60 | Yes (X) | $0 | $0 | $0 | ||
| KEN HOWELL | ||||||||
| BOARD MEMBER | 0.30 | 0.60 | Yes (X) | $0 | $0 | $0 | ||
| SREVE SCHULTZ | ||||||||
| BOARD MEMBER | 0.30 | 0.60 | Yes (X) | $0 | $0 | $0 | ||
| DAVID B ELLIS | ||||||||
| PRESIDENT/CEO | 20.00 | 20.00 | Yes (X) | $166,410 | $166,409 | $51,953 | ||
| DONNA TAYLOR | ||||||||
| EXEC VP/COO/SECRETARY | 20.00 | 20.00 | Yes (X) | $76,233 | $76,233 | $25,493 | ||
| RONALD E ESTES | ||||||||
| VICE PRES / CFO/ TREASURER | 20.00 | 20.00 | Yes (X) | $90,770 | $90,770 | $25,146 | ||
| ROBERT C FRECHETTE | ||||||||
| DIRECTOR OF SKILLED NURSING | 12.00 | 28.00 | $37,058 | $86,470 | $15,593 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $370,471 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $419,882 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $118,185 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SYSCO FOOD SERVICE | |||||
| 611 S 80TH AVE | TOLLESON | AZ | 85353 | DIETARY/FOOD SERVICE | $858,437 |
| KANTARZE PAINTING SERVICE INC | |||||
| 950 N SAINT ELENA ST | GILBERT | AZ | 85234 | PAINTING EXTERIOR OF ALL BUILDING | $464,587 |
| MORRISON MANAGEMENT SPECIALIST | |||||
| 6263 N SCOTTSDALE RD STE 230 | SCOTTSDALE | AZ | 85250 | DIETARY MANAGEMENT | $430,071 |
| SWAINE ASPHALT CORP | |||||
| 2413 S 21ST ST | PHOENIX | AZ | 85034 | REPAVING PARKING LOTS | $414,465 |
| COVENANT ALLIANCE REHAB | |||||
| 1520 KENSINGTON RD STE 110 | OAKBROOK | IL | 60523 | CONTRACT THERAPY | $322,707 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 16 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $17,577 | FundraisingAmt |
| All Other Contributions | $298,480 | AllOtherContributionsAmt |
| Total Contributions | $316,057 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| NURSING CARE | 623000 | $7,658,106 | $7,658,106 |
| SENIOR HOUSING | 623990 | $3,771,932 | $3,771,932 |
| MANAGEMENT FEE REVENUE | 561000 | $446,258 | $446,258 |
| LIFE TENANCY REVENUE | 900099 | $48,517 | $48,517 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $11,924,813 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,094 | TotalRevenueColumnAmt |
| Exclusion | $2,094 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $1,000 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $39,880 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -$38,880 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$38,880 | TotalRevenueColumnAmt |
| Exclusion | -$38,880 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $32,900 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $17,577 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $17,795 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,105 | TotalRevenueColumnAmt |
| Exclusion | $15,105 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| BEAUTY/BARBER SERVICES | 812900 | $58,047 | $58,047 |
| CATERING SERVICES | 722320 | $47,911 | $47,911 |
| OTHER PERSONAL SERVICES FOR RESID | 812900 | $19,806 | $19,806 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $136,766 | TotalRevenueColumnAmt |
| Exclusion | $136,766 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $262,530 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,481,719 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $11,924,813 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $240,849 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $384,710 | TotalAmt |
| Management And General | $375,091 | ManagementAndGeneralAmt |
| Fundraising | $9,619 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,324,215 | TotalAmt |
| Program Services | $5,990,709 | ProgramServicesAmt |
| Management And General | $333,506 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,293 | TotalAmt |
| Program Services | $32,564 | ProgramServicesAmt |
| Management And General | $28,729 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $663,531 | TotalAmt |
| Program Services | $537,388 | ProgramServicesAmt |
| Management And General | $126,143 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $481,211 | TotalAmt |
| Program Services | $405,761 | ProgramServicesAmt |
| Management And General | $75,450 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,058 | TotalAmt |
| Program Services | $48,058 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,033 | TotalAmt |
| Management And General | $36,033 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,879 | TotalAmt |
| Management And General | $40,879 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $819,219 | TotalAmt |
| Program Services | $772,230 | ProgramServicesAmt |
| Management And General | $46,989 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,997 | TotalAmt |
| Program Services | $18,342 | ProgramServicesAmt |
| Management And General | $5,655 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,950 | TotalAmt |
| Program Services | $61,841 | ProgramServicesAmt |
| Management And General | $32,109 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,178 | TotalAmt |
| Program Services | $12,006 | ProgramServicesAmt |
| Management And General | $1,172 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $816,130 | TotalAmt |
| Program Services | $786,937 | ProgramServicesAmt |
| Management And General | $29,193 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,839 | TotalAmt |
| Program Services | $6,590 | ProgramServicesAmt |
| Management And General | $60,249 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,765 | TotalAmt |
| Program Services | $998 | ProgramServicesAmt |
| Management And General | $19,767 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $370,745 | TotalAmt |
| Program Services | $363,509 | ProgramServicesAmt |
| Management And General | $7,236 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $752,509 | TotalAmt |
| Program Services | $720,474 | ProgramServicesAmt |
| Management And General | $32,035 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $210,278 | TotalAmt |
| Management And General | $210,278 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| NURSING SUPPLIES & EXPE | $873,334 | $873,334 | |
| RESIDENT SUPPLIES & EXP | $413,051 | $405,218 | $7,833 |
| PURCHASED SERVICES - RE | $154,087 | $149,372 | $4,715 |
| SUPPLIES | $145,184 | $138,351 | $6,833 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $424,561 | TotalAmt |
| Program Services | $202,996 | ProgramServicesAmt |
| Management And General | $195,188 | ManagementAndGeneralAmt |
| Fundraising | $26,377 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,237,757 | TotalAmt |
| Program Services | $11,526,678 | ProgramServicesAmt |
| Management And General | $1,675,083 | ManagementAndGeneralAmt |
| Fundraising | $35,996 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $482,203 | BOYAmt |
| EOY | $1,205,471 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,402,828 | BOYAmt |
| EOY | $1,312,306 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,749 | BOYAmt |
| EOY | $55,283 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $93,972 | BOYAmt |
| EOY | $117,142 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $23,106,259 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $11,016,158 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,132,265 | BOYAmt |
| EOY | $12,090,101 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $13,175 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $1,928,957 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,072,872 | BOYAmt |
| EOY | $8,919,541 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,236,889 | BOYAmt |
| EOY | $25,641,976 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,846,750 | BOYAmt |
| EOY | $1,192,551 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,094,940 | BOYAmt |
| EOY | $5,984,440 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $13,702 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,522,923 | BOYAmt |
| EOY | $5,603,514 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $196,593 | BOYAmt |
| EOY | $9,933,356 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,661,206 | BOYAmt |
| EOY | $22,727,563 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,315,989 | BOYAmt |
| EOY | $653,780 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $268,764 | BOYAmt |
| EOY | $269,703 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,990,930 | BOYAmt |
| EOY | $1,990,930 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,575,683 | BOYAmt |
| EOY | $2,914,413 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,236,889 | BOYAmt |
| EOY | $25,641,976 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$756,038 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $5,182 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | $23,005 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $66,581 | 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 Minus4 Years | $342,895 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $132,328 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,208,212 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $476,616 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $316,057 | CurrentTaxYearAmt |
| Total | $2,476,108 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,274,455 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,538,821 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,344,693 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,808,486 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,924,813 | CurrentTaxYearAmt |
| Total | $57,891,268 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,617,350 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,671,149 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,552,905 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,285,102 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,240,870 | CurrentTaxYearAmt |
| Total | $60,367,376 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $36,697 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $27,710 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $44,544 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $318,725 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,500 | CurrentTaxYearAmt |
| Total | $430,176 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $36,697 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $27,710 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $44,544 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $318,725 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,500 | CurrentTaxYearAmt |
| Total | $430,176 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $59,937,200 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,527 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,207 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,026 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,916 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,094 | CurrentTaxYearAmt |
| Total | $22,770 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,527 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,207 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,026 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,916 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,094 | CurrentTaxYearAmt |
| Total | $22,770 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,012,703 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $796,566 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,128,367 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $692,143 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $295,430 | CurrentTaxYearAmt |
| Total | $3,925,209 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,631,580 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,470,922 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,683,298 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,991,161 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,538,394 | CurrentTaxYearAmt |
| Total | $64,315,355 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.93190 | PublicSupportCY509Pct |
| Public Support PY509 | 0.92480 | PublicSupportPY509Pct |
| Investment Income CY | 0.00040 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00120 | 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 CHANGE IN INVESTMENT IN AFFILIATE MANAGEMENT FEE REVENUE CHANGE IN SPLIT INTEREST FUNDRAISING NET REVENUE BEAUTY/BARBER SERVICES CATERING SERVICES OTHER PERSONAL SERVICES FOR RESIDENTS | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,253,055 | BeginningYearBalanceAmt |
| Contributions | $27,434 | ContributionsAmt |
| Investment Earnings Or Losses | $24,392 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $57,595 | OtherExpendituresAmt |
| End Year Balance | $1,247,286 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,132,835 | BeginningYearBalanceAmt |
| Contributions | $143,773 | ContributionsAmt |
| Investment Earnings Or Losses | $8,135 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $31,688 | OtherExpendituresAmt |
| End Year Balance | $1,253,055 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $410,579 | BeginningYearBalanceAmt |
| Contributions | $904,829 | ContributionsAmt |
| Investment Earnings Or Losses | $17,006 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $199,579 | OtherExpendituresAmt |
| End Year Balance | $1,132,835 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $227,515 | BeginningYearBalanceAmt |
| Contributions | $180,300 | ContributionsAmt |
| Investment Earnings Or Losses | $26,722 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $22,958 | OtherExpendituresAmt |
| End Year Balance | $411,579 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $215,026 | BeginningYearBalanceAmt |
| Contributions | $110,640 | ContributionsAmt |
| Investment Earnings Or Losses | -$76,397 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $21,754 | OtherExpendituresAmt |
| End Year Balance | $227,515 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,150,727 | OtherCostOrOtherBasisAmt |
| Book Value | $4,150,727 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $16,917,624 | OtherCostOrOtherBasisAmt |
| Depreciation | $10,005,669 | DepreciationAmt |
| Book Value | $6,911,955 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,901,988 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,010,489 | DepreciationAmt |
| Book Value | $891,499 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $135,920 | OtherCostOrOtherBasisAmt |
| Book Value | $135,920 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $12,090,101 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (5 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| BENEFICIAL INTEREST IN REMAINDER TRUST | $99,914 | F |
| INVESTMENT IN CSP RRG | $586,732 | F |
| TRUMAN COOK UNITRUST | $996,981 | F |
| HINES ENDOWMENT FUND | $225,787 | F |
| GREATER ENDOWMENT | $19,543 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $1,928,957 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (6 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| BOND ISSUE COST - NET | $356,104 |
| DEPOSITS | $29,519 |
| BOARD RESTRICTED DEFERRED COMP | $151,878 |
| BOND SINKING FUND | $620,290 |
| RESIDENT TRUST FUND | $13,703 |
| DUE FROM AFFILIATES | $7,748,047 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $8,919,541 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| SECURITY DEPOSITS | $95,516 |
| DEFERRED COMP | $151,878 |
| REFUNDABLE LIFE TENANCY CONTRACTS | $869,429 |
| DUE TO AFFILIATES | $8,816,533 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $9,933,356 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | THE ORGANIZATION MAINTAINS ESCROW ACCOUNTS ON BEHALF OF ITS RESIDENTS. |
| PART V, LINE 4: | THE ORGANIZATION'S ENDOWMENT FUNDS ARE USED TO SUPPORT RETIRED PASTORS AND MISSIONARIES, SUPPORT CHAPLAINS, GIVE ALZHEIMER'S CARE ASSISTANCE TO RESIDENTS, ASSISTANCE TO EMPLOYEES, HEALTHCARE SERVICES, AND PURCHASE OF NEEDED EQUIPMENT. |
| PART X, LINE 2: | LIFESTREAM, LIFESTREAM AT NORTHEAST PHOENIX, LIFESTREAM AT SUN RIDGE AND LIFESTREAM AT THUNDERBIRD (THE "NONPROFIT ENTITIES") ARE NONPROFIT ORGANIZATIONS AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND ARE EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. THESE ORGANIZATIONS ARE IN RECEIPT OF FAVORABLE IRS DETERMINATION LETTERS WITH RESPECT TO THE TAX-EXEMPT STATUS OF EACH ENTITY. THE ORGANIZATION APPLIES THE INCOME TAX STANDARD FOR UNCERTAIN TAX POSITIONS. THIS STANDARD PRESCRIBES RECOGNITION AND MEASUREMENT OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. THE APPLICATION OF THIS STANDARD HAS NO IMPACT ON THE ORGANIZATION'S CONSOLIDATED FINANCIAL STATEMENTS FOR THE YEARS ENDED DECEMBER 31, 2014 AND 2013. THE ORGANIZATION'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL, STATE, AND LOCAL AUTHORITIES. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME OR EXCISE OR OTHER TAXES. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GOLF TOURNAMENT | Event1Nm |
| Gross Receipts Event1 | $50,477 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $17,577 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $32,900 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $900 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $11,028 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $5,867 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $50,477 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $17,577 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $32,900 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $900 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $11,028 | RentFcltyCostsTotalEventsAmt |
| Oth Direct Expnss Total Events | $5,867 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $17,795 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $15,105 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| 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 (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DAVID B ELLIS | ||||||||||||||
| PRESIDENT/CEO | $144,900 | $144,899 | $5,000 | $5,000 | $16,510 | $16,510 | $5,363 | $5,362 | $20,614 | $20,614 | $192,387 | $192,385 | $0 | $0 |
| DONNA TAYLOR | ||||||||||||||
| EXEC VP/COO/SECRETARY | $75,929 | $75,929 | $0 | $0 | $304 | $304 | $2,907 | $2,906 | $9,840 | $9,840 | $88,980 | $88,979 | $0 | $0 |
| RONALD E ESTES | ||||||||||||||
| VICE PRES / CFO/ TREASURER | $89,725 | $89,725 | $0 | $0 | $1,045 | $1,045 | $3,413 | $3,412 | $9,160 | $9,161 | $103,343 | $103,343 | $0 | $0 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IDA OF THE CITY OF PEORIA AZ | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 521767454 | BondIssuerEIN |
| CUSIP | F1284MBG3 | CUSIPNum |
| Bond Issued | 2012-12-20 | BondIssuedDt |
| Issue Price | $5,969,957 | IssuePriceAmt |
| Purpose | REFUNDED PRIOR ISSUE DATED 11/20/03 | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | $5,969,957 | TotalProceedsAmt |
| In Reserve Fund | $322,203 | InReserveFundAmt |
| Issuance Costs From Proceeds | $119,399 | IssuanceCostsFromProceedsAmt |
| Other Spent Proceeds | $5,528,355 | OtherSpentProceedsAmt |
| Substantial Completion | 2013 | SubstantialCompletionYr |
| Current Refunding | Yes (1) | CurrentRefundingInd |
| Advance Refunding | 0 | AdvanceRefundingInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | Yes (1) | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.00010 | PrivateBusUseByOthersPct |
| Total Private Business Use | 0.00010 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | Yes (1) | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | TAX RETURNS ARE PROVIDED TO THE BOARD MEMBERS PRIOR TO THE FILING OF THE RETURN. BOARD MEMBERS ARE AFFORDED THE OPPORTUNITY TO PROPOSE APPROPRIATE CHANGES TO THE RETURN. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY AND FORMS ARE DISTRIBUTED AND DISCUSSED AT THE ANNUAL MEETING OF THE BOARD. EACH BOARD DIRECTOR, COMMITTEE MEMBER AND OFFICER WITH BOARD DELEGATED POWERS WHETHER THEY BE DIRECT OR INDIRECT MUST READ AND SIGN INDICATING TO HAVE READ AND UNDERSTOOD THE CONFLICT POLICY AND AGREE TO COMPLY. EACH PERSON, ACCORDING TO THE POLICY, HAS THE DUTY TO DISCLOSE ANY ACTUAL OR POSSIBLE CONFLICTS OF INTEREST BY DISCLOSING THE EXISTENCE AND NATURE OF HIS OR HER FINANCIAL INTEREST TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE FINANCIAL INTEREST, THE INTERESTED PERSON SHALL LEAVE THE BOARD OR COMMITTEE MEETING WHILE THE FINANCIAL INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. IF THE BOARD OR COMMITTEE HAS REASONABLE CAUSE TO BELIEVE THAT A MEMBER HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT SHALL INFORM THE MEMBER OF THE BASIS FOR SUCH BELIEF AND AFFORD THE MEMBER AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. IF, AFTER HEARING THE RESPONSE OF THE MEMBER AND MAKING SUCH FURTHER INVESTIGATION AS MAY BE WARRANTED IN THE CIRCUMSTANCES, THE BOARD OR COMMITTEE DETERMINES THAT THE MEMBER HAS IN FACT FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. THE MINUTES OF THE BOARD AND ALL COMMITTEE WITH BOARD-DELEGATED POWERS SHALL CONTAIN - THE NAMES OF THE PERSONS WHO DISCLOSED OR OTHERWISE WERE FOUND TO HAVE A FINANCIAL INTEREST IN CONNECTION WITH AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, THE NATURE OF THE FINANCIAL INTEREST, ANY ACTION TAKEN TO DETERMINE WHETHER A CONFLICT OF INTEREST WAS PRESENT, AND THE BOARD'S OR COMMITTEE'S DECISION AS TO WHETHER A CONFLICT OF INTEREST IN FACT EXISTED. THE NAMES OF THE PERSONS WHO WERE PRESENT FOR DISCUSSIONS AND VOTES RELATING TO THE TRANSACTION OR ARRANGEMENT, THE CONTENT OF THE DISCUSSION, INCLUDING ANY ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT, AND A RECORD OF ANY VOTES TAKEN IN CONNECTION THEREWITH. |
| FORM 990, PART VI, SECTION B, LINE 15A | ANNUALLY, THE COMPENSATION COMMITTEE (COMPRISED OF THE CHAIRMAN AND VICE-CHAIRMAN OF THE BOARD PLUS ONE OTHER MEMBER OF THE BOARD OF DIRECTORS) REVIEWS THE FOLLOWING INFORMATION TO SET AND APPROVE EXECUTIVE COMPENSATION: INDEPENDENT SALARY SURVEY INFORMATION; PERFORMANCE REVIEW FOR CEO BASED ON MISSION, QUALITY, FINANCIAL AND STAFF LEADERSHIP; PERFORMANCE FEEDBACK ON OTHER EXECUTIVES PROVIDED BY CEO; BACKGROUND, SKILLS, QUALIFICATIONS FOR EACH EXECUTIVE. THE COMPENSATION COMMITTEE MEETS AND MAKES RECOMMENDATIONS TO THE FULL BOARD OF DIRECTORS DURING EXECUTIVE SESSION. MINUTES ARE TAKEN AT EACH MEETING AND MADE PART OF THE CORPORATE RECORD. IN 2013 AN INDEPENDENT COMPENSATION CONSULTANT WAS HIRED TO EVALUATE THE CEO'S COMPENSATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN INVESTMENT IN AFFILIATE 64,814. CHANGE IN SPLIT INTEREST 1,767. |
| FORM 990, PART XII, LINE 2C: | THERE HAS BEEN NO CHANGE IN EITHER THE OVERSIGHT PROCESS OR THE SELECTION PROCESS DURING THE TAX YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| LIFESTREAM COMPLETE SENIOR LIVING AT NORTHEAST PHOENIX INC | ||||||||||
| 11555 WEST PEORIA AVENUE | YOUNGTOWN | AZ | 85363 | 860682800 | SENIOR APARTMENTS | AZ | 501(C)(3) | LINE 9 | LIFESTREAM COMPLETE SENIOR LIVING INC | Yes (1) |
| LIFESTREAM COMPLETE SENIOR LIVING AT SUN RIDGE INC | ||||||||||
| 11555 WEST PEORIA AVENUE | YOUNGTOWN | AZ | 85363 | 860712529 | SKILLED NURSING | AZ | 501(C)(3) | LINE 9 | LIFESTREAM COMPLETE SENIOR LIVING INC | Yes (1) |
| LIFESTREAM COMPLETE SENIOR LIVING AT THUNDERBIRD INC | ||||||||||
| 11555 WEST PEORIA AVENUE | YOUNGTOWN | AZ | 85363 | 860739097 | SENIOR APARTMENTS | AZ | 501(C)(3) | LINE 9 | LIFESTREAM COMPLETE SENIOR LIVING INC | Yes (1) |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARITABLE TRUST (1) | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | INVESTMENTS | PrimaryActivitiesTxt |
| Legal Domicile State | AZ | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LIFESTREAM COMPLETE SENIOR LIVING INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | T | EntityTypeTxt |
| Share Of Total Income | $33,389 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $996,481 | ShareOfEOYAssetsAmt |
| 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 | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| LIFESTREAM COMPLETE SENIOR LIVING AT NORTHEAST PHOENIX INC | ||
| L | $110,450 | PERCENTAGE OF REVENUE |
| LIFESTREAM COMPLETE SENIOR LIVING AT SUN RIDGE INC | ||
| L | $181,124 | PERCENTAGE OF REVENUE |
| LIFESTREAM COMPLETE SENIOR LIVING AT THUNDERBIRD INC | ||
| L | $154,685 | PERCENTAGE OF REVENUE |