2024-09-03T18:12:33+00:00 2023-12-31 440160260 Forvis Mazars LLP 910 E St Louis 200 PO Box 1190 Springfield MO 658062523 990 2023-01-01 860335417 Tempe Life Care Village Inc TEMP 4808310880 2645 East Southern Avenue Tempe AZ 852827649 Shona Fitzgibbons Director of Finance 4808310880 2024-09-04 true Brian Todd P00422601 4178658701 2024-09-04 2023 2024-08-08 14:25:15Z Friendship Village of Tempe Cole Marvin 2645 East Southern Avenue Tempe AZ 852827649 93222469 false X http://www.friendshipvillageaz.com/ X 1976 AZ TO BE KNOWN AS THE LEADING RETIREMENT COMMUNITY THAT EMBRACES INDIVIDUALITY WHILE DELIVERING AN INNOVATIVE AND COMPASSIONATE ENVIRONMENT IN WHICH TO LIVE AND WORK. 10 10 803 80 0 0 1370206 1622662 57783839 61991271 -8865 2438215 32338 2532 59177518 66054680 0 0 0 0 29522965 31088363 0 0 0 28112841 32033434 57635806 63121797 1541712 2932883 231719860 237177811 256437568 258460563 -24717708 -21282752 X FRIENDSHIP VILLAGE TEMPE LIVES OUR LIFE-CARE PROMISE IN A COMMUNITY WHERE RESIDENTS AND STAFF ARE ENGAGED IN ENJOYING LIFE AS ONE. false false 25721439 0 17219899 THE ORGANIZATION PROVIDES SKILLED NURSING CARE TO RESIDENTS. THE FRIENDSHIP VILLAGE TEMPE HEALTH CARE CENTER PROVIDES COMPREHENSIVE SKILLED NURSING CARE. WE HAVE MAINTAINED A 5 STAR QUALITY RATING PER CMS FOR 2023 AND PREVIOUS YEARS. THERE IS A DEEP COMMITMENT TO PROVIDING THE BEST NURSING CARE POSSIBLE, INCLUDING SERVICES THAT RANGE FROM ASSISTANCE WITH DAILY ACTIVITIES TO INTENSIVE REHABILITATION PROGRAMS IN A COMFORTABLE, RELAXED SETTING. FOR THOSE THAT EVER NEED THE SERVICES OF THE HEALTH CARE CENTER, THEY RECEIVE CARE FROM PEOPLE THEY KNOW AND TRUST. IT GOES WITHOUT SAYING THEY'RE TREATED WITH DIGNITY AND RESPECT. 2023 YEAR-END CENSUS WAS 94.1% (CONTINUED ON SCHEDULE O) 20968328 0 38358944 THE ORGANIZATION PROVIDES INDEPENDENT LIVING FACILITIES TO RESIDENTS. FRIENDSHIP VILLAGE IS AN ACTIVE SENIOR COMMUNITY. INDEPENDENT LIVING OFFERS RESIDENTS THE OPTION OF A SPACIOUS APARTMENT OR GARDEN HOME. BOTH OPTIONS PROVIDE OPEN FLOOR PLANS AND A WIDE VARIETY OF SERVICES AND AMENITIES. SERVICES OFFERED INCLUDE PAID UTILITIES, HOUSEKEEPING AND LAUNDRY SERVICES, MAINTENANCE, 24-HOUR SECURITY, AND TRANSPORTATION. AMENITIES AVAILABLE INCLUDE: MULTIPLE DINING OPTIONS, SPACIOUS COMMON AREAS, FULLY STAFFED FITNESS CENTER, RECREATION ROOM, ARTS AND CRAFTS, COMPUTER LAB WITH CLASSES, LIBRARY, AND AUDITORIUM. DURING 2023, INDEPENDENT LIVING HAD AN AVERAGE OCCUPANCY RATE OF 94.0%. 4881874 0 6412428 THE ORGANIZATION PROVIDES ON-SITE ASSISTED LIVING TO RESIDENTS. FRIENDSHIP VILLAGE TEMPE OFFERS SECURE, COMFORTABLE ON-SITE ASSISTED LIVING APARTMENTS IN AN ATMOSPHERE THAT PROMOTES INDIVIDUAL WELL-BEING. FRIENDSHIP VILLAGE TEMPE PROVIDES ASSISTANCE WITH DAILY LIVING ACTIVITIES BASED ON EACH RESIDENT'S NEEDS. IF ADDITIONAL SENIOR CARE IS NEEDED, RESIDENTS HAVE ACCESS TO SKILLED NURSING AS PART OF THEIR LIFE CARE PLAN. DURING 2023, THE ASSISTED LIVING SECTION HAD AN AVERAGE RESIDENCY CAPACITY OF 96.41%, CONSISTING OF 24,267 DAYS OF CARE. AT THE NUNNENKAMP CENTER, RESIDENTS HAVE A CUSTOMIZED TREATMENT PLAN BASED ON INDIVIDUAL NEEDS. THE HIGHLY TRAINED STAFF HAS EARNED A STELLAR REPUTATION FOR THEIR COMMITMENT TO SENIOR CARE AT THE COMMUNITY. A WIDE RANGE OF ON-SITE THERAPY IS AVAILABLE, INCLUDING OCCUPATIONAL, PHYSICAL, AND REHABILITATIVE. 0 0 0 MEMORY CARE ASSISTED LIVING: MEMORY CARE ASSISTED LIVING (ASSISTED LIVING DEMENTIA) IS FOR RESIDENTS WHO REQUIRE THE ATTENTION OF SPECIALLY TRAINED STAFF FOR THE TREATMENT OF DEMENTIA OR COGNITIVE IMPAIRMENT. MEMORY CARE PROGRAMS PROVIDE ASSISTANCE WITH DAILY LIVING, INCLUDING THREE MEALS A DAY. STAFF IS TRAINED TO MEET THE NEEDS OF RESIDENTS IN THE DEMENTIA CARE AREAS. STAFFING IS MORE CONCENTRATED IN THE MEMORY CARE PORTION OF THE HEALTH CARE CENTER THAN IN THE NON-SPECIAL NEEDS AREA. DURING 2023, THE MEMORY CARE PROGRAM HAD AN AVERAGE OCCUPANCY RATE OF 98.43% AND A TOTAL OF 8,623 DAYS OF OCCUPANCY. 51571641 true true false true false false false false false true false false false true false true false false false false false false false false false false false false true true false false false false false false false false false false false false false false false true false false false true 107 0 true 803 true false false false false false false false false false false false false X 10 10 false true false false false false false true false false false true true true true true true false true false X Shona Fitzgibbons 4808313268 2645 East Southern Avenue Tempe AZ 852827649 DON CASSANO BOARD PRESIDENT 1.5 0.0 X X 0 0 0 GARY COOK BOARD TREASURER 1.0 0.0 X X 0 0 0 MARC PULSIFER BOARD VICE PRESIDENT 1.0 0.0 X X 0 0 0 ROSS RECK BOARD SECRETARY 1.0 0.0 X X 0 0 0 CATHY CRAWFORD BOARD MEMBER 1.0 0.0 X 0 0 0 COREY D WOODS BOARD MEMBER 1.0 0.0 X 0 0 0 DARRELL JENSEN BOARD MEMBER 1.0 0.0 X 0 0 0 SHELLEY BEATON-FOSTER BOARD MEMBER 1.0 0.0 X 0 0 0 SHIRLEY WELLS BOARD MEMBER 1.0 0.0 X 0 0 0 TODD PEARSON BOARD MEMBER 1.0 0.0 X 0 0 0 COLE MARVIN EXECUTIVE DIRECTOR 40.0 0.0 X 0 0 0 Shona Fitzgibbons Director of Finance 40.0 0.0 X 105688 0 7865 MARK YOUNG MARKETING DIRECTOR 40.0 0.0 X 213062 0 3976 BRITTANY DUDLEY DIRECTOR OF NURSING 40.0 0.0 X 150232 0 5330 JADYNE SCHMIDT HEALTH CARE ADMINSTRATOR 40.0 0.0 X 170926 0 22830 KIMBERLIE KNECHT SALES COUNSELOR 40.0 0.0 X 171794 0 23189 MARY ELLEN MAZAR SALES COUNSELOR 40.0 0.0 X 139090 0 30000 TRAVIS SAUNDERS CIO 40.0 0.0 X 136569 0 5240 1087361 0 98430 15 false true false RYAN COMPANIES US INC 3900 E CAMELBACK RD PHOENIX AZ 85018 CONSTRUCTION 19069732 ZAXIS CONTRACTING LLC 20919 S 220 PL QUEEN CREEK AZ 85142 CONSTRUCTION 3010764 AllTeriors Floor Covering 214 S Price Rd suite 101 Tempe AZ 85281 Construction Company 2254148 SYSCO FOOD SERVICES 611 S 80TH AVENUE TOLLESON AZ 85353 FOOD SERVICE 1987602 QUALITY REHAB 6477 S SUNCOAST BLVD HOMOSASSA FL 34446 THERAPY SERVICES 1884175 46 0 0 0 105645 0 1517017 0 1622662 NET PATIENT SERVICE REVENUE 623000 60767981 60767981 0 0 CAFETERIA INCOME 722514 775034 775034 0 0 OTHER RESIDENT SERVICES 812900 349018 349018 0 0 GUEST ACCOMMODATION 721000 18824 18824 0 0 OTHER INCOME 623000 80414 80414 0 0 0 0 0 0 61991271 1876031 0 0 1876031 2532 0 0 0 2532 0 2532 2532 27729973 0 26916672 251117 813301 -251117 562184 562184 0 0 0 0 0 66054680 61991271 0 2440747 330591 0 330591 0 24297010 21670802 2626208 193586 163122 30464 4448401 3724067 724334 1818775 1586410 232365 1611483 1611483 36030 36030 115582 115582 129074 129074 4231037 4091786 139251 0 547044 547044 7956142 6509288 1446854 198370 198370 2300449 2007598 292851 292627 180562 112065 58426 9285 49141 3325104 2718193 606911 8235512 6732333 1503179 507819 507819 MEDICAL SUPPLIES & DRUGS 1307149 1307149 LICENSES, DUES, SUBSCRIPTION 525564 320472 205092 BAD DEBT 419693 419693 EMPLOYEE EXPENSES 236329 130881 105448 0 0 0 0 63121797 51571641 11550156 0 7402172 4809918 9590144 8738217 0 0 2374329 1988240 0 0 0 0 556920 5620000 401379 421649 789706 844284 281210877 107246137 154071555 173964740 56241244 40644394 0 0 292411 146369 231719860 237177811 7742251 4967466 0 0 100220528 128378052 143273966 123571054 0 0 0 0 460934 0 5200823 1083057 256437568 258460563 X -24857076 -21383193 139368 100441 -24717708 -21282752 231719860 237177811 2932883 2983529 -2481456 0 X false true X true false X 862895 679460 1149568 1370206 1622662 5684791 48435770 47492177 48801749 57783839 61991271 264504806 0 0 0 49298665 48171637 49951317 59154045 63613933 270189597 0 0 0 0 539593 539593 0 0 0 0 0 0 0 0 0 0 539593 539593 269650004 1069193 1008171 1878563 3955927 0 0 0 1069193 1008171 1878563 3955927 0 0 0 0 0 0 0 49298665 48171637 51020510 60162216 65492496 274145524 0.9836 0.9919 0.01 0.0081 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true false Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY THE ORGANIZATION IS A MEMBER OF LEADING AGE AT BOTH THE NATIONAL AND STATE OF ARIZONA LEVEL. PART OF THE PURPOSE OF THESE ORGANIZATIONS IS TO DIRECT, DEVELOP, OR AFFECT PUBLIC POLICY AND LEGISLATION WITH REGARDS TO HEALTH CARE ISSUES. THE AMOUNT SPENT ON DUES ALLOCABLE TO LOBBYING ACTIVITIES IS NOT SPECIFICALLY KNOWN; HOWEVER, SUCH AMOUNTS ARE INSUBSTANTIAL. 1787642 1787642 248493463 87068278 161425185 422125 396600 25525 19775325 14401814 5373511 10732322 5379445 5352877 173964740 DEPOSITS AND ADVANCE PMTS 995885 CRAT AND ANNUITY LIABILITIES 87172 1083057 69160252 2983529 0 0 -129074 2854455 66305797 -251117 -251117 66054680 63243840 0 0 251117 251117 62992723 129074 0 129074 63121797 Schedule D, Part X, Line 2 UNCERTAIN TAX POSITIONS MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 INVESTMENT EXPENSES - -129074 Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements LOSS ON SALE OF FIXED ASSETS - -251117 Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 LOSS ON SALE OF FIXED ASSETS - 251117 X X X false false false false false false false false false MARK YOUNG MARKETING DIRECTOR 104162 0 108900 0 0 0 0 0 3976 0 217038 0 0 0 KIMBERLIE KNECHT SALES COUNSELOR 60628 0 111166 0 0 0 9117 0 14072 0 194983 0 0 0 JADYNE SCHMIDT HEALTH CARE ADMINSTRATOR 155596 0 15330 0 0 0 22500 0 330 0 193756 0 0 0 BRITTANY DUDLEY DIRECTOR OF NURSING 141087 0 9145 0 0 0 0 0 5330 0 155562 0 0 0 MARY ELLEN MAZAR SALES COUNSELOR 56108 0 82982 0 0 0 30000 0 0 0 169090 0 0 0 A INDUSTRIAL DEVELOPMENT AUTHORITY OF TEMPE AZ 860439481 87972MBE1 2019-10-24 37012292 CONSTR. 40 IND. LIVING false false false B INDUSTRIAL DEVELOPMENT AUTHORITY OF TEMPE AZ 860439481 87982MBS0 2021-10-01 111951610 REFUND/CONSTR. 64 NEW false false false A 0 37012292 1673563 740246 32694000 1904483 2021 false false true true B 20740000 111951610 4917525 61869258 2036882 18203702 24924243 true false false true A false false false false 0.0 false false false B false false false false 0.0 false false false A false true false false false false false false true B false true false false false false false false true A true B true Form 990, Part III, Line 4a SKILLED NURSING CARE DURING 2023, THE HEALTH CARE CENTER HAD AN AVERAGE OCCUPANCY RATE OF 93.84%, WITH A TOTAL OF 43,846 PATIENT DAYS, INCLUDING MEDICARE, HMO, PRIVATE PAY, AND PERMANENT AND TEMPORARY ASSIGNMENT OF VILLAGE RESIDENTS. LIKE ASSISTED LIVING, SKILLED NURSING IS AVAILABLE TO RESIDENTS OF FRIENDSHIP VILLAGE, AS WELL AS TO NON-RESIDENTS IF SPACE IS AVAILABLE. IF EVER NEEDED, RESIDENTS ALSO HAVE ACCESS TO MEMORY CARE AS PART OF THEIR LIFE CARE PLAN. THE MONTESSORI PROGRAM FOR MEMORY CARE IS UNIQUE. THE FOCUS IS ON THE RESIDENT AS AN INDIVIDUAL AND CARE IS TAILORED AROUND THEIR SPECIFIC NEEDS. Form 990, Part III, Line 4d Description of other program services (Expenses $ 0 including grants of $ 0)(Revenue $ 0) MEMORY CARE ASSISTED LIVING: MEMORY CARE ASSISTED LIVING (ASSISTED LIVING DEMENTIA) IS FOR RESIDENTS WHO REQUIRE THE ATTENTION OF SPECIALLY TRAINED STAFF FOR THE TREATMENT OF DEMENTIA OR COGNITIVE IMPAIRMENT. MEMORY CARE PROGRAMS PROVIDE ASSISTANCE WITH DAILY LIVING, INCLUDING THREE MEALS A DAY. STAFF IS TRAINED TO MEET THE NEEDS OF RESIDENTS IN THE DEMENTIA CARE AREAS. STAFFING IS MORE CONCENTRATED IN THE MEMORY CARE PORTION OF THE HEALTH CARE CENTER THAN IN THE NON-SPECIAL NEEDS AREA. DURING 2023, THE MEMORY CARE PROGRAM HAD AN AVERAGE OCCUPANCY RATE OF 98.43% AND A TOTAL OF 8,623 DAYS OF OCCUPANCY. Form 990, Part VI, Line 3 Delegation of management duties TEMPE LIFE CARE VILLAGE HAS A MANAGEMENT CONTRACT WITH LIFE CARE SERVICES, LLC (LCS), UNDER WHICH LCS PROVIDES MANAGEMENT SERVICES INCLUDING, BUT NOT LIMITED TO, MARKETING, HUMAN RESOURCES, ACCOUNTING, INFORMATION TECHNOLOGY SERVICES, CLINICAL OVERSIGHT AND INSURANCE. IN ADDITION, LCS PROVIDES COMPENSATION FOR TEMPE LIFE CARE VILLAGE'S EXECUTIVE DIRECTOR AND ADMINISTRATOR OF RESIDENT SERVICES. TEMPE LIFE CARE VILLAGE ALSO REIMBURSES LCS WITH MONTHLY MANAGEMENT FEES FOR THE COMPENSATION PAID AND OTHER SERVICES PROVIDED. Form 990, Part VI, Line 8b Documentation of meetings held by committees of governing body THERE IS NO FORMAL DOCUMENTATION OF THE COMMITTEE MEETINGS AND ACTIONS. HOWEVER, EACH COMMITTEE REPORTS ITS ACTIVITY FOR THE MONTH AT EACH MONTHLY BOARD OF DIRECTORS GENERAL MEETING. THESE REPORTS ARE DOCUMENTED IN THE MINUTES OF THE BOARD OF DIRECTORS GENERAL MEETING. Form 990, Part VI, Line 11b Review of form 990 by governing body THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM BASED ON AUDITED FINANCIAL STATEMENTS AND INFORMATION PROVIDED BY THE ACCOUNTING DEPARTMENT OF THE ORGANIZATION. A DRAFT OF THE 990 IS REVIEWED IN DETAIL BY THE SENIOR MANAGEMENT TEAM OF TEMPE LIFE CARE VILLAGE. AFTER THE INTERNAL REVIEW, A DRAFT COPY OF THE 990 IS PRESENTED TO THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS. FINALLY, A DRAFT COPY OF THE 990 IS E-MAILED TO ALL MEMBERS OF THE BOARD OF DIRECTORS PRIOR TO FILING. Form 990, Part VI, Line 12c Conflict of interest policy CONFLICT OF INTEREST FORMS ARE DISTRIBUTED ANNUALLY TO THE BOARD OF DIRECTORS. THE SENIOR MANAGEMENT TEAM REVIEWS THOSE FORMS AND INFORMS THE CHAIRMAN OF THE BOARD OF ANY CONFLICTS OF INTEREST. IF A CONFLICT ARISES, THE AFFECTED BOARD MEMBER IS REQUIRED TO ABSTAIN FROM VOTING ON THE ISSUE. Form 990, Part VI, Line 15b Process to establish compensation of other employees THE ORGANIZATION'S MANAGEMENT COMPANY COMPENSATES THE EXECUTIVE DIRECTOR AND ASSOCIATE EXECUTIVE DIRECTOR. REIMBURSEMENT OF THEIR SALARIES AND OTHER COMPENSATION IS COVERED IN THE MANAGEMENT CONTRACT, WHICH THE BOARD APPROVED EFFECTIVE AUGUST 1, 2017 AND ADDED AMENDMENTS ON NOVEMBER 25, 2019. ANY INCREASES ARE APPROVED AS PART OF THE ANNUAL BUDGET PROCESS DESCRIBED BELOW. THE DIRECTOR OF FINANCE COMPENSATION IS DETERMINED BY WAGE AND SALARY SURVEYS USED BY THE ORGANIZATION'S HUMAN RESOURCES DEPARTMENT. IT IS APPROVED AS PART OF THE GENERAL BUDGET APPROVAL PROCESS BY THE BOARD FINANCE COMMITTEE AND THE ENTIRE BOARD OF DIRECTORS. APPROVAL IS RECORDED IN THE BOARD MEETING MINUTES IN NOVEMBER EACH YEAR. Form 990, Part VI, Line 19 Required documents available to the public THE ORGANIZATION'S ARTICLES OF INCORPORATION AND BYLAWS, INCLUDING THE CONFLICT OF INTEREST POLICY, ARE FILED WITH THE ARIZONA CORPORATION COMMISSION. FINANCIAL REPORTS ARE PART OF THE ARIZONA DEPARTMENT OF INSURANCE ANNUAL REPORT AND ALSO REPORTED ON THE NRMSIRS (EMMA). Form 990, Part VII, Section A EXECUTIVE DIRECTOR COMPENSATION: THE ORGANIZATION'S EXECUTIVE DIRECTOR IS COMPENSATED BY A MANAGEMENT COMPANY. SEE SCHEDULE O NARRATIVE FOR FORM 990, PART VI, SECTION B, LINE 15B FOR ADDITIONAL INFORMATION. FRIENDSHIP VILLAGE OF TEMPE FOUNDATION 2645 E SOUTHERN AVE TEMPE AZ 85282 860564702 FUNDRAISING AZ 501(c)(3) NOT APPLICABLE false false false true false false false false false false false false false true true false false false false false