2012-08-24T08:38:53-05:00 2011-12-31 720549733 ERICKSEN KRENTEL & LAPORTE LLP 4227 CANAL STREET NEW ORLEANS LA 70119 990 2011-01-01 721192571 CHRISTWOOD CHRI 9858980515 100 CHRISTWOOD BLVD COVINGTON LA 70433 L STEPHEN HOLZHALB 9858980515 2012-08-01 1 RONALD H DAWSON JR CPA P00442622 5044867275 2011 2016-02-24 21:20:13Z L STEPHEN HOLZHALB 100 CHRISTWOOD BLVD COVINGTON LA 70433 12329118 0 X WWW.CHRISTWOODRC.COM X 1999 LA CONTINUING CARE RETIREMENT COMMUNITY 16 16 186 30 0 0 17383 13722 11784126 11863865 489233 287550 0 0 12290742 12165137 0 0 0 0 4648534 4765625 0 0 0 6006511 6686573 10655045 11452198 1635697 712939 43205129 56321377 48877181 61567726 -5672052 -5246349 X 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. 0 0 9631754 11863865 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. 9631754 1 0 0 0 0 0 0 0 0 0 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 67 0 1 186 1 0 0 0 0 0 0 0 0 0 0 X 16 16 0 1 0 0 1 1 0 1 1 0 0 0 0 1 1 1 1 0 LA X DEBBIE PERTUIS 9858980515 100 CHRISTWOOD BLVD COVINGTON LA 70433 RANDY AULTMAN AIA 1.00 X 0 0 0 NANCY LEE 1.00 X X 0 0 0 THE VERY REV PAUL BAILEY MDIV 1.00 X 0 0 0 JAMES DOMBROWSKI CFP 2.00 X X 0 0 0 DIANE G WINSTON 1.00 X X 0 0 0 KERRY MILTON RN 1.00 X 0 0 0 REV THOMAS BLACKMON 1.00 X 0 0 0 THE REV WINSTON RICE ESQ 1.00 X 0 0 0 RICHARD R KNIGHT 1.00 X 0 0 0 STEVE SCOGGIN 1.00 X 0 0 0 SAMUEL SMITH CPA 1.00 X X 0 0 0 JAMES R WILLIS MD 1.00 X 0 0 0 CL MEREDITH JR 1.00 X 0 0 0 WILLIAM MASON III CPA 1.00 X 0 0 0 LEE R MURPHY ESQ 1.00 X 0 0 0 FRANK E LAMOTHE III ESQ 1.00 X 0 0 0 LEON S HOLZHALB III 45.00 X 130000 0 0 130000 0 0 1 0 0 0 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 5 13722 13722 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 11863865 319195 319195 132336 61431 102550 70905 -102550 -31645 -31645 12165137 11863865 0 287550 X 130000 130000 4078531 3441501 637030 95534 68254 27280 133364 130711 2653 328196 281405 46791 207612 207612 51401 51401 29088 29088 21180 16188 4992 98694 26271 72423 43133 26671 16462 1220472 1134894 85578 17871 6750 11121 61264 26454 34810 1407954 1407954 1189262 1189262 725777 324709 401068 SUPPLIES 539000 507056 31944 ACTIVITIES 390868 390868 REPAIRS & MAINTENANCE 236942 225604 11338 CONTRACT LABOR 221071 220307 764 224984 206895 18089 11452198 9631754 1820444 0 696868 973127 6448362 12584183 753499 774203 99256 130638 43372324 12101949 24925200 31270375 10032168 9917372 249776 671479 43205129 56321377 811810 938039 29223733 29722691 17228874 29163884 1481 1611283 1743112 48877181 61567726 X -5672052 -5246349 -5672052 -5246349 43205129 56321377 X 712939 -287236 X X 0 1 1 X 0 X 47557 7280 24324 17383 13722 110266 8351784 10406462 10930867 11784126 11863865 53337104 8399341 10413742 10955191 11801509 11877587 53447370 0 0 0 53447370 614774 371404 222193 217979 319195 1745545 614774 371404 222193 217979 319195 1745545 9014115 10785146 11177384 12019488 12196782 55192915 0.96840 0.95830 0.03160 0.04170 X 954663 954663 37262766 9266498 27996268 1330252 324667 1005585 3609431 2510784 1098647 215212 215212 31270375 GROUP INVESTMENT 8344142 F THE BANK OF NEW YORK TRUST COMPANY 1573230 F 9917372 REFUNDABLE ENDOWMENT 1640003 DEPOSITS 103109 1743112 12165137 11452198 712939 -287236 -287236 425703 11739370 -287236 -287236 12026606 77100 61431 138531 12165137 11313669 0 11313669 77100 61429 138529 11452198 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. CHRISTWOOD - SERIES 2011 721192571 2011-03-03 12500000 CONSTRUCTION AND IMPROVEMENTS 0 0 0 12500000 6629633 373925 433346 5063096 2013 0 0 0 1 0 0 0 0 0.00000 0.00000 0.00000 1 0 1 0 0 0 0 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -287,236. FORM 990, PART XII, LINE 2C: AUDIT OVERSIGHT AND SELECTION PROCESS THERE HAVE BEEN NO CHANGES IN THE PROCESS. 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0