CHRISTWOOD: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- CHRISTWOOD (EIN 72-1192571)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-08-24
- IRS object ID
- 201212379349300601
- Schema version
- 2011v1.2
- 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) |
|---|---|---|
| Timestamp | 2012-08-24T08:38:53-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 720549733 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERICKSEN KRENTEL & LAPORTE LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4227 CANAL STREET | AddressLine1 |
| City | NEW ORLEANS | City |
| State | LA | State |
| ZIP Code | 70119 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 721192571 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHRISTWOOD | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CHRI | NameControl |
| Phone | 9858980515 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 CHRISTWOOD BLVD | AddressLine1 |
| City | COVINGTON | City |
| State | LA | State |
| ZIP Code | 70433 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | L STEPHEN HOLZHALB | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 9858980515 | Phone |
| Date Signed | 2012-08-01 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RONALD H DAWSON JR CPA | Name |
| PTIN | P00442622 | PTIN |
| Phone | 5044867275 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | L STEPHEN HOLZHALB | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 CHRISTWOOD BLVD | AddressLine1 |
| City | COVINGTON | City |
| State | LA | State |
| ZIP Code | 70433 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 12329118 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.CHRISTWOODRC.COM | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1999 | YearFormation |
| State Legal Domicile | LA | StateLegalDomicile |
| Activity Or Mission Description | CONTINUING CARE RETIREMENT COMMUNITY | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 16 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 16 | NbrIndependentVotingMembers |
| Total Nbr Employees | 186 | TotalNbrEmployees |
| Total Nbr Volunteers | 30 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 17383 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 13722 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 11784126 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 11863865 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 489233 | InvestmentIncomePriorYear |
| Investment Income Current Year | 287550 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 12290742 | TotalRevenuePriorYear |
| Total Revenue Current Year | 12165137 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 4648534 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 4765625 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 6006511 | OtherExpensePriorYear |
| Other Expenses Current Year | 6686573 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 10655045 | TotalExpensesPriorYear |
| Total Expenses Current Year | 11452198 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1635697 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 712939 | RevenuesLessExpensesCY |
| Total Assets BOY | 43205129 | TotalAssetsBOY |
| Total Assets EOY | 56321377 | TotalAssetsEOY |
| Total Liabilities BOY | 48877181 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 61567726 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | -5672052 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | -5246349 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | CHRISTWOOD'S MISSION IS TO HELP SENIORS LIVE WITH DIGNITY, INDEPENDENCE AND THE ASSURANCE OF NEEDED PHYSICAL, SPIRITUAL AND MEDICAL CARE. CHRISTWOOD WILL ALSO FOSTER, SPONSOR, ORGANIZE, DEVELOP AND PARTICIPATE IN OTHER ACTIVITIES OF A CHARITABLE, EDUCATIONAL OR SCIENTIFIC NATURE COMPATIBLE WITH ITS MISSION. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 9631754 | Expense |
| Revenue | 11863865 | Revenue |
| Description | TO PROVIDE HOUSING, HEALTH CARE AND OTHER RELATED SERVICES TO RESIDENTS THROUGH THE OPERATION OF A RETIREMENT FACILITY CONTAINING APARTMENTS AND A HEALTH-CARE FACILITY. | Description |
| Total Program Service Expense | 9631754 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 67 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 186 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 16 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 16 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 1 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicy |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | LA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEBBIE PERTUIS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 9858980515 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 CHRISTWOOD BLVD | AddressLine1 |
| City | COVINGTON | City |
| State | LA | State |
| ZIP Code | 70433 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (17 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| RANDY AULTMAN AIA | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| NANCY LEE | |||||||
| BOARD VICE-PRESIDENT | 1.00 | X | 0 | 0 | 0 | X | |
| THE VERY REV PAUL BAILEY MDIV | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| JAMES DOMBROWSKI CFP | |||||||
| BOARD PRESIDENT | 2.00 | X | 0 | 0 | 0 | X | |
| DIANE G WINSTON | |||||||
| SECRETARY | 1.00 | X | 0 | 0 | 0 | X | |
| KERRY MILTON RN | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| REV THOMAS BLACKMON | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| THE REV WINSTON RICE ESQ | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| RICHARD R KNIGHT | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| STEVE SCOGGIN | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| SAMUEL SMITH CPA | |||||||
| TREASURER | 1.00 | X | 0 | 0 | 0 | X | |
| JAMES R WILLIS MD | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| CL MEREDITH JR | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| WILLIAM MASON III CPA | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| LEE R MURPHY ESQ | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| FRANK E LAMOTHE III ESQ | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| LEON S HOLZHALB III | |||||||
| EXECUTIVE DIRECTOR | 45.00 | 130000 | 0 | 0 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 130000 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| MCMATH CONSTRUCTION | |||||
| 1125 N CAUSEWAY BLVD | MANDEVILLE | LA | 70471 | CONSTRUCTION | 6491367 |
| LIFE CARE SERVICES | |||||
| 400 LOCUST STREET STE 820 | DES MOINES | IA | 50309 | ADMINISTRATION AND MANAGEMENT | 328925 |
| QUALITY CARE REHAB | |||||
| 11211 INDUSTRIPLEX BLVD | BATON ROUGE | LA | 70809 | REHAB SERVICES | 266839 |
| GARDEN SPOT | |||||
| 770 ROBERT BLVD | SLIDELL | LA | 70458 | LAWN MAINTENANCE | 143584 |
| INTERIOR DESIGN CONSULTANTS | |||||
| PO BOX 1342 | MANDEVILLE | LA | 70470 | INTERIOR DESIGN | 111495 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
| All Other Contributions | 13722 | AllOtherContributions |
| Total Contributions | 13722 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| MONTHLY SERVICE FEE | 623990 | 5452117 | 5452117 |
| ROOM AND BOARD | 623990 | 3373027 | 3373027 |
| EARNED ENTRY FEES | 623990 | 2395896 | 2395896 |
| OTHER SERVICE FEES | 623990 | 641327 | 641327 |
| MISC. INCOME | 900099 | 1498 | 1498 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 11863865 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 319195 | TotalRevenueColumn |
| Exclusion | $319,195 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 132336 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 61431 | Securities |
| Other | 102550 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 70905 | Securities |
| Other | -102550 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -31645 | TotalRevenueColumn |
| Exclusion | -$31,645 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 12165137 | TotalRevenueColumn |
| Related Or Exempt Function Income | 11863865 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $287,550 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | X | InfoInScheduleOPartIX |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 130000 | Total |
| Management And General | 130000 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4078531 | Total |
| Program Services | 3441501 | ProgramServices |
| Management And General | 637030 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 95534 | Total |
| Program Services | 68254 | ProgramServices |
| Management And General | 27280 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 133364 | Total |
| Program Services | 130711 | ProgramServices |
| Management And General | 2653 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 328196 | Total |
| Program Services | 281405 | ProgramServices |
| Management And General | 46791 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 207612 | Total |
| Management And General | 207612 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 51401 | Total |
| Management And General | 51401 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29088 | Total |
| Management And General | 29088 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21180 | Total |
| Program Services | 16188 | ProgramServices |
| Management And General | 4992 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 98694 | Total |
| Program Services | 26271 | ProgramServices |
| Management And General | 72423 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 43133 | Total |
| Program Services | 26671 | ProgramServices |
| Management And General | 16462 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1220472 | Total |
| Program Services | 1134894 | ProgramServices |
| Management And General | 85578 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17871 | Total |
| Program Services | 6750 | ProgramServices |
| Management And General | 11121 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 61264 | Total |
| Program Services | 26454 | ProgramServices |
| Management And General | 34810 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1407954 | Total |
| Program Services | 1407954 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1189262 | Total |
| Program Services | 1189262 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 725777 | Total |
| Program Services | 324709 | ProgramServices |
| Management And General | 401068 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| SUPPLIES | 539000 | 507056 | 31944 |
| ACTIVITIES | 390868 | 390868 | |
| REPAIRS & MAINTENANCE | 236942 | 225604 | 11338 |
| CONTRACT LABOR | 221071 | 220307 | 764 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 224984 | Total |
| Program Services | 206895 | ProgramServices |
| Management And General | 18089 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11452198 | Total |
| Program Services | 9631754 | ProgramServices |
| Management And General | 1820444 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 696868 | BOY |
| EOY | 973127 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6448362 | BOY |
| EOY | 12584183 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 753499 | BOY |
| EOY | 774203 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 99256 | BOY |
| EOY | 130638 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 43372324 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 12101949 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24925200 | BOY |
| EOY | 31270375 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10032168 | BOY |
| EOY | 9917372 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 249776 | BOY |
| EOY | 671479 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43205129 | BOY |
| EOY | 56321377 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 811810 | BOY |
| EOY | 938039 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29223733 | BOY |
| EOY | 29722691 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17228874 | BOY |
| EOY | 29163884 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1481 | BOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1611283 | BOY |
| EOY | 1743112 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 48877181 | BOY |
| EOY | 61567726 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -5672052 | BOY |
| EOY | -5246349 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -5672052 | BOY |
| EOY | -5246349 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43205129 | BOY |
| EOY | 56321377 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 712939 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -287236 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 47557 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 7280 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 24324 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 17383 | CurrentTaxYearMinus1Year |
| Current Tax Year | 13722 | CurrentTaxYear |
| Total | 110266 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 8351784 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 10406462 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 10930867 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 11784126 | CurrentTaxYearMinus1Year |
| Current Tax Year | 11863865 | CurrentTaxYear |
| Total | 53337104 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 8399341 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 10413742 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 10955191 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 11801509 | CurrentTaxYearMinus1Year |
| Current Tax Year | 11877587 | CurrentTaxYear |
| Total | 53447370 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 53447370 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 614774 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 371404 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 222193 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 217979 | CurrentTaxYearMinus1Year |
| Current Tax Year | 319195 | CurrentTaxYear |
| Total | 1745545 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 614774 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 371404 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 222193 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 217979 | CurrentTaxYearMinus1Year |
| Current Tax Year | 319195 | CurrentTaxYear |
| Total | 1745545 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 9014115 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 10785146 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 11177384 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 12019488 | CurrentTaxYearMinus1Year |
| Current Tax Year | 12196782 | CurrentTaxYear |
| Total | 55192915 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.96840 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.95830 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.03160 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.04170 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 954663 | OtherCostOrOtherBasis |
| Book Value | 954663 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 37262766 | OtherCostOrOtherBasis |
| Depreciation | 9266498 | Depreciation |
| Book Value | 27996268 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1330252 | OtherCostOrOtherBasis |
| Depreciation | 324667 | Depreciation |
| Book Value | 1005585 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3609431 | OtherCostOrOtherBasis |
| Depreciation | 2510784 | Depreciation |
| Book Value | 1098647 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 215212 | OtherCostOrOtherBasis |
| Book Value | 215212 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 31270375 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| GROUP INVESTMENT | 8344142 | F |
| THE BANK OF NEW YORK TRUST COMPANY | 1573230 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 9917372 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| REFUNDABLE ENDOWMENT | $1,640,003 |
| DEPOSITS | $103,109 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1743112 | TotalOfAmounts |
| Total Revenue | 12165137 | TotalRevenue |
| Total Expenses | 11452198 | TotalExpenses |
| Excess Or Deficit For Year | 712939 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -287236 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -287236 | TotalAdjustments |
| Excess Or Deficit Per FS | 425703 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 11739370 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -287236 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | -287236 | RevenueNotRptdF990 |
| Revenue Subtotal | 12026606 | RevenueSubtotal |
| Investment Expenses Not Included | 77100 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 61431 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 138531 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 12165137 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 11313669 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 11313669 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 77100 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 61429 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 138529 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 11452198 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | COST OF STOCKS SOLD 61,431. |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | COST OF STOCKS SOLD 61,431. ROUNDING -2. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHRISTWOOD - SERIES 2011 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 721192571 | IssuerEIN |
| Date Issued | 2011-03-03 | DateIssued |
| Issue Price | 12500000 | IssuePrice |
| Description Of Purpose | CONSTRUCTION AND IMPROVEMENTS | DescriptionOfPurpose |
| Defeased | 0 | Defeased |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Pool Financing | 0 | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Proceeds | 12500000 | TotalProceeds |
| Amount In Reserve Fund | 6629633 | AmountInReserveFund |
| Capitalized Interest | 373925 | CapitalizedInterest |
| Issuance Costs From Proceeds | 433346 | IssuanceCostsFromProceeds |
| Capital Expenditures | 5063096 | CapitalExpenditures |
| Year Of Subst Completion | 2013 | YearOfSubstCompletion |
| Current Refunding | 0 | CurrentRefunding |
| Advance Refunding | 0 | AdvanceRefunding |
| Final Allocation Made | 0 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 1 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | 0 | OwningBondFinancedProperty |
| Any Lease Arrangements | 0 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 0 | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | 0 | AnyResearchAgreements |
| Prcntge Prvt Business Use By Others | 0.00000 | PrcntgePrvtBusinessUseByOthers |
| Percentage Of Prvt Business Re UBI | 0.00000 | PercentageOfPrvtBusinessReUBI |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUse |
| Post Issuance Compliance Procdrs | 1 | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | 0 | Form8038TFiled |
| Variable Rate Issue | 1 | VariableRateIssue |
| Hedge Identified In Books And Recds | 0 | HedgeIdentifiedInBooksAndRecds |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Exception To Rebate | 0 | ExceptionToRebate |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | LIFE CARE SERVICES PROVIDES SOFTWARE FOR MANAGEMENT OF CHRISTWOOD. | |
| FORM 990, PART VI, SECTION A, LINE 6 | MEMBERSHIP IS OPEN TO ANY PERSON DULY ELECTED AND SERVING AS A CURRENT MEMBER OF THE VESTRY OF CHRIST EPISCOPAL CHURCH, COVINGTON, LA. | |
| FORM 990, PART VI, SECTION A, LINE 7A | MEMBERS OF CHRIST EPISCOPAL VESTRY NOMINATE THE MEMBERS OF THE BOARD OF DIRECTORS. | |
| FORM 990, PART VI, SECTION B, LINE 11 | PRIOR TO FILING THE FORM 990,THE CONTROLLER AND EXECUTIVE DIRECTOR REVIEW IT. | |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION INCREASES ARE BASED ON ANNUAL PERFORMANCE REVIEWS MADE BY A SUB-COMMITTEE OF THE BOARD OF DIRECTORS CHARGED WITH MONITORING PERFOMANCE. ANY CHANGES IN COMPENSATION ARE APPROVED BY THE BOARD OF DIRECTORS. THEY ARE ALSO PROVIDED WITH COMPARABLE DATA FOR THE LOCAL AREA. | |
| FORM 990, PART VI, SECTION C, LINE 19 | FINANCIAL STATEMENTS AND GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC BY REQUEST. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -287,236. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 2C: AUDIT OVERSIGHT AND SELECTION PROCESS | THERE HAVE BEEN NO CHANGES IN THE PROCESS. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|
| CHRIST EPISCOPAL CHURCH | |||||||
| 120 S NEW HAMPSHIRE ST | COVINGTON | LA | 70433 | RELIGIOUS | LA | 501(C)3 | 0 |
| CHRISTWOOD RESIDENTS COUNCIL | |||||||
| 100 CHRISTWOOD BLVD | COVINGTON | LA | 70433 | REPRESENT RESIDENTS OF CHRISTWOOD | LA | 501(C)3 | 0 |
| CHRISTWOOD SUPPORT FOUNDATION | |||||||
| 100 CHRISTWOOD BLVD | COVINGTON | LA | 70433 | RESIDENT SUPPORT | LA | 501(C)3 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |