2023-02-15T15:47:09-06:00 2022-03-31 410746749 CLIFTONLARSONALLEN LLP 20 E THOMAS RD STE 2300 PHOENIX AZ 85012 990 2021-04-01 471462853 THE NEIGHBORHOOD IN RIO RANCHO NEIG 5059942296 900 LOMA COLORADO RIO RANCHO NM 87124 ANGIE JULIAN CHIEF FINANCIAL OFFICER 5059942296 2023-02-15 1 ANGIE JULIAN 999009999 JEFF PARKER P00970069 6022662248 2023-02-15 3 AAL1 IAL1 2021 2023-03-07 01:45:13Z E DEANN EATON 900 LOMA COLORADO RIO RANCHO NM 87124 15863382 0 X HTTPS://WWW.NEIGHBORHOODRIORANCHO.COM X 2014 NM PROVIDE QUALITY HOUSING, CARE AND SERVICES TO THE SENIORS OF THE LIFE CARE RETIREMENT COMMUNITY. 3 1 275 2 0 0 1582631 0 13873272 14751496 67703 108105 69947 70928 15593553 14930529 0 0 0 0 8811395 8505055 0 0 0 9090156 10123974 17901551 18629029 -2307998 -3698500 48896869 43319912 67097601 65319572 -18200732 -21999660 TO PROVIDE RESIDENTS AN ENHANCED PERSONALIZED LIFESTYLE IN A COMMUNITY THAT ENHANCES THE LIFE OF SENIORS IN A SAFE PREMIER LIVING ENVIRONMENT THAT FOSTERS EXCELLENT SERVICES BY A CARING STAFF. 0 0 17255635 0 14751496 THE NEIGHBORHOOD IN RIO RANCHO (THE NEIGHBORHOOD) IS A NEW MEXICO NONPROFIT FORMED IN 2014 FOR THE PURPOSE OF OPERATING A CONTINUING CARE RETIREMENT COMMUNITY IN RIO RANCHO, NEW MEXICO. THE NEIGHBORHOOD INCLUDES 90 INDEPENDENT LIVING APARTMENTS, 48 ASSISTED LIVING BEDS, 24 UNITS OF MEMORY CARE AND 48 DUALLY CERTIFIED INTERMEDIATE/SKILLED NURSING BEDS. 17255635 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 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 1 0 0 0 1 30 0 275 1 0 0 0 0 0 0 0 0 0 0 0 0 X 3 1 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 NM X ANGIE JULIAN 5052913100 10701 MONTGOMERY BLVD NE SUITE F ALBUQUERQUE NM 871113737 REGNER RIDER CHAIRMAN OF BOARD 1.00 3.00 X X 0 0 0 ANGIE JULIAN CFO/TREASURER 1.00 40.00 X X 0 159389 1127 E DEANN EATON CEO/VICE-CHAIR/SECRETARY 5.00 35.00 X X 0 294505 29592 CHRISSY AKES EXECUTIVE DIRECTOR 40.00 0.00 X 0 136276 10092 DAVID WALBRIGHT DIRECTOR OF SALES AND MARKETING 10.00 31.00 X 0 135680 10511 0 725850 51322 0 0 1 0 RIO GRANDE STAFFING LLC 3909 CALLE PINO NE ALBUQUERQUE NM 87111 NURSING STAFFING AGENCY 869504 1 HEALTHCARE SERVICES 623000 7727600 7727600 RESIDENTIAL SERVICES 623000 4330769 4330769 AMORTIZATION OF ENTRANCE FEES 623000 2693127 2693127 14751496 43040 43040 82242 82242 915676 932853 -17177 -17177 -17177 CAFE SALES 623000 24087 24087 PARKING AND TRANSPORTATION 623000 13077 13077 GUEST ROOM 623000 12720 12720 21044 21044 70928 14930529 14751496 0 179033 231175 231175 6851390 6416663 434727 48638 44065 4573 870071 788267 81804 503781 456416 47365 10 10 84771 84771 3402 3402 804911 729233 75678 303028 45925 257103 1679571 1640239 39332 1891 1849 42 592548 579414 13134 2741 2741 1575 1540 35 1923849 1881206 42643 2031391 1986365 45026 327219 327219 BAD DEBT EXPENSE 1019671 1019671 FOOD & DIETARY 625767 625767 SURCHARGE 458096 458096 MISCELLANEOUS 115137 112585 2552 148396 141115 7281 18629029 17255635 1373394 0 3534413 774108 5408645 4375364 784907 807982 152904 47193 61687 179466 65067 49494368 12505397 38938006 36988971 4239 93829 48896869 43319912 3366029 3696147 9298416 9620445 46770059 45348388 7663097 6654592 67097601 65319572 X -18200732 -21999660 -18200732 -21999660 48896869 43319912 -3698500 -100428 0 X X 0 1 X 1 0 X 1164 1582631 1583795 8355488 11573944 13394566 13832272 14751496 61907766 8355488 11575108 13394566 15414903 14751496 63491561 0 0 0 63491561 7978 9281 27428 65551 125282 235520 7978 9281 27428 65551 125282 235520 52537 102229 91549 69947 70928 387190 8416003 11686618 13513543 15550401 14947706 64114271 0.99030 0.99070 0.00370 0.00220 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: GUEST ROOM INCOME - 2017 AMOUNT: $ 9,165. 2018 AMOUNT: $ 29,943. 2019 AMOUNT: $ 19,018. 2021 AMOUNT: $ 12,720. GUEST AND EMPLOYEE MEALS - 2017 AMOUNT: $ 7,331. 2018 AMOUNT: $ 7,614. 2019 AMOUNT: $ 11,412. 2020 AMOUNT: $ 7,296. 2021 AMOUNT: $ 307. CATERING - 2017 AMOUNT: $ 671. 2018 AMOUNT: $ 120. 2019 AMOUNT: $ 110. CAFE SALES - 2017 AMOUNT: $ 4,807. 2018 AMOUNT: $ 9,146. 2019 AMOUNT: $ 12,836. 2020 AMOUNT: $ 11,186. 2021 AMOUNT: $ 24,087. BEAUTY AND BARBER SHOP - 2017 AMOUNT: $ 2,230. 2018 AMOUNT: $ 4,142. 2019 AMOUNT: $ 2,741. 2020 AMOUNT: $ 1,786. 2021 AMOUNT: $ 2,420. MAINTENANCE - 2017 AMOUNT: $ 7,194. 2018 AMOUNT: $ 22,160. 2019 AMOUNT: $ 20,822. 2020 AMOUNT: $ 5,018. 2021 AMOUNT: $ 3,166. HOUSEKEEPING AND LAUNDRY - 2017 AMOUNT: $ 2,217. 2018 AMOUNT: $ 2,495. 2019 AMOUNT: $ 3,044. 2020 AMOUNT: $ 1,532. 2021 AMOUNT: $ 1,546. PARKING AND TRANSPORTATION - 2017 AMOUNT: $ 16,162. 2018 AMOUNT: $ 17,384. 2019 AMOUNT: $ 12,735. 2020 AMOUNT: $ 8,303. 2021 AMOUNT: $ 13,077. OTHER REVENUES - 2017 AMOUNT: $ 2,760. 2018 AMOUNT: $ 9,225. 2019 AMOUNT: $ 1,165. 2020 AMOUNT: $ 1,584. 2021 AMOUNT: $ 12,449. ACTIVITIES - 2019 AMOUNT: $ 7,666. 2020 AMOUNT: $ 120. GENERAL STORE - 2020 AMOUNT: $ 33,122. 2021 AMOUNT: $ 1,156. 4180704 4180704 40378217 9956073 30422144 4904714 2549324 2355390 30733 30733 36988971 ENTRANCE FEES 6372767 DUE TO AFFILIATE 281825 6654592 0 0 0 0 0 0 0 0 0 E DEANN EATON CEO/VICE-CHAIR/SECRETARY 0 276547 0 17958 0 0 0 19500 0 10092 0 324097 0 0 ANGIE JULIAN CFO/TREASURER 0 158139 0 1250 0 0 0 0 0 1127 0 160516 0 0 PART I, LINE 3 THE W-2'S FOR THE ORGANIZATION'S CEO, CFO AND DIRECTOR OF SALES AND MARKETING ARE ISSUED BY HAVERLAND CARTER LIFESTYLE GROUP OPERATING, LLC, A DISREGARDED ENTITY OF THE PARENT ENTITY, HAVERLAND CARTER LIFESTYLE GROUP. THE ORGANIZATION TYPICALLY CONDUCTS COMPENSATION REVIEWS FOR CLINICAL POSITIONS AND NON-CLINICAL POSITIONS IN ALTERNATE YEARS. THIS PROCESS IS TYPICALLY CONDUCTED BETWEEN DECEMBER JANUARY TO RECOMMEND ALIGNMENTS IN TIME FOR BUDGET REVIEW. HOWEVER, IN THE LAST COUPLE OF YEARS, THE ORGANIZATION HAS REVIEWED ALL POSITIONS ANNUALLY FOR ESCALATION, AND IT HAS DONE TWO COMPANY-WIDE COMP REVIEWS ON CLINICAL POSITIONS SO FAR FOR THE FISCAL YEAR ENDING IN 2022. THE REASON FOR CONDUCTING MORE FREQUENT REVIEWS IS BECAUSE OF THE RAPID ACCELERATION OF WAGES AND THE SPECIFIC CHALLENGES OF STAFFING IN THE ORGANIZATION'S INDUSTRY. THE ORGANIZATION CONSIDERS INTERNAL AND EXTERNAL COMPENSATION DATA TO IDENTIFY COMPETITIVE RANGES AND ESTABLISH EQUITY. DATA FROM THESE EXTERNAL BENCHMARKS IS USED IN THE PROCESS: 1) HOSPITAL AND HEALTHCARE COMPENSATION SERVICE (HHCS) SURVEYS, IN WHICH THE ORGANIZATION ALSO PARTICIPATES. THE HHCS SURVEYS ARE ENDORSED BY LEADINGAGE, AND CONTAIN ACTUAL AND PREDICTIVE DATA ON COMPENSATION, BENEFITS, AND BONUSES FROM OTHER BUSINESSES SPECIFIC TO THE ORGANIZATION'S INDUSTRIES (CCRC, AL, AND HOSPICE). 2) U.S. DEPARTMENT OF LABOR BUREAU OF LABOR STATISTICS OCCUPATIONAL EMPLOYMENT STATISTICS (DOL BLS OES) SPECIFIC TO EACH LOCATION IN WHICH BUSINESS IS CONDUCTED BY THE ORGANIZATION. THE BLS OES DATA IS COMPARED TO THE HHCS SURVEY DATA TO ESTABLISH WHERE THE OES MEDIAN WAGES INTERSECT WITH THE HHCS WAGE RANGES. 3) OTHER EXTERNAL BENCHMARKS: THE ORGANIZATION MAY CONSIDER INFORMATION FROM WEBSITES LIKE GLASSDOOR.COM, PAY SCALE.COM, OR SALARY.COM, BUT THERE IS NO WAY TO VERIFY THE ACCURACY OF THEIR DATA, SO THEY ARE NOT HEAVILY WEIGHTED IN THE REVIEW. FORM 990, PART VI, SECTION A, LINE 6 HAVERLAND CARTER LIFESTYLE GROUP, A 501(C)(3) ORGANIZATION, IS THE SOLE MEMBER. FORM 990, PART VI, SECTION A, LINE 7A HAVERLAND CARTER LIFESTYLE GROUP'S BOARD APPROVES THE BOARD MEMBERS OF THE NEIGHBORHOOD IN RIO RANCHO. FORM 990, PART VI, SECTION A, LINE 7B HAVERLAND CARTER LIFESTYLE GROUP AS THE SOLE MEMBER RETAINS THE RIGHTS TO ALL BUSINESS DECISIONS GREATER THAN $10,000. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE IRS FORM 990 WILL BE MADE AVAILABLE UPON REQUEST. THE FORM 990 WAS REVIEWED BY THE ORGANIZATION'S BOARD WHICH WAS DOCUMENTED IN THE BOARD'S MOST RECENT MEETING MINUTES AND APPROVED BY THE EXECUTIVE COMMITTEE OF HAVERLAND CARTER LIFESTYLE GROUP AT THEIR BOARD MEETING PRIOR TO BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C EACH YEAR THE DIRECTORS ON THE BOARD AND ORGANIZATION OFFICERS COMPLETE A CONFLICT OF INTEREST STATEMENT. NEW EMPLOYEES ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST STATEMENT AT THE NEW HIRE ORIENTATION. IF A CONFLICT OF INTEREST SITUATION THAT WOULD INVOLVE A BOARD MEMBER, OFFICER, OR KEY EMPLOYEE IS CONTEMPLATED, THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS IS INFORMED AND THE COMMITTEE THEN DECIDES IF A CONFLICT EXISTS. IF A CONFLICT DOES EXIST, IT IS THEN VOTED ON BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 15 THE PARENT ORGANIZATION (HCLG) TYPICALLY CONDUCTS COMPENSATION REVIEWS FOR CLINICAL POSITIONS AND NON-CLINICAL POSITIONS IN ALTERNATE YEARS. THIS PROCESS IS TYPICALLY CONDUCTED BETWEEN DECEMBER AND JANUARY TO RECOMMEND ALIGNMENTS IN TIME FOR BUDGET REVIEW. HOWEVER, IN THE LAST COUPLE OF YEARS, THE ORGANIZATION HAS REVIEWED ALL POSITIONS ANNUALLY FOR ESCALATION, AND IT HAS DONE TWO COMPANY-WIDE COMP REVIEWS ON CLINICAL POSITIONS SO FAR FOR THE FISCAL YEAR ENDING IN 2022. THE REASON FOR CONDUCTING MORE FREQUENT REVIEWS IS BECAUSE OF THE RAPID ACCELERATION OF WAGES AND THE SPECIFIC CHALLENGES OF STAFFING IN THE ORGANIZATION'S INDUSTRY. THE ORGANIZATION CONSIDERS INTERNAL AND EXTERNAL COMPENSATION DATA TO IDENTIFY COMPETITIVE RANGES AND ESTABLISH EQUITY. DATA FROM THESE EXTERNAL BENCHMARKS IS USED IN THE PROCESS: 1) HOSPITAL AND HEALTHCARE COMPENSATION SERVICE (HHCS) SURVEYS, IN WHICH THE ORGANIZATION ALSO PARTICIPATES. THE HHCS SURVEYS ARE ENDORSED BY LEADINGAGE, AND CONTAIN ACTUAL AND PREDICTIVE DATA ON COMPENSATION, BENEFITS, AND BONUSES FROM OTHER BUSINESSES SPECIFIC TO THE ORGANIZATION'S INDUSTRIES (CCRC, AL, AND HOSPICE). 2) U.S. DEPARTMENT OF LABOR BUREAU OF LABOR STATISTICS OCCUPATIONAL EMPLOYMENT STATISTICS (DOL BLS OES) SPECIFIC TO EACH LOCATION IN WHICH BUSINESS IS CONDUCTED BY THE ORGANIZATION. THE BLS OES DATA IS COMPARED TO THE HHCS SURVEY DATA TO ESTABLISH WHERE THE OES MEDIAN WAGES INTERSECT WITH THE HHCS WAGE RANGES. 3) OTHER EXTERNAL BENCHMARKS: THE ORGANIZATION MAY CONSIDER INFORMATION FROM WEBSITES LIKE GLASSDOOR.COM, PAY SCALE.COM, OR SALARY.COM, BUT THERE IS NO WAY TO VERIFY THE ACCURACY OF THEIR DATA, SO THEY ARE NOT HEAVILY WEIGHTED IN THE REVIEW. FORM 990, PART VI, SECTION C, LINE 19 ALTHOUGH NOT REQUIRED, THE ORGANIZATION PROVIDES COPIES OF IT GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS TO ALL WHO REQUEST ONE OR MORE OF THE ABOVE ITEMS. FORM 990, PAGE 12, PART XII, LINE 2C THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. SCHEDULE K, PART I 2019 BONDS WERE ISSUED BY THE PARENT ENTITY, HAVERLAND CARTER LIFESTYLE GROUP, AND ACTIVITY RELATED TO THAT BOND ISSUANCE IS REPORTED ON ITS SCHEDULE K. HAVERLAND CARTER LIFESTYLE GROUP 10701 MONTGOMERY BLVD NE STE F ALBUQUERQUE NM 87111 272027950 SENIOR LIVING NM 501(C)(3) LINE 10 N/A 0 SOMMERSET NEIGHBORHOOD INC 1601 SOUTHWEST 119TH ST OKLAHOMA CITY OK 73170 810684291 SENIOR LIVING NM 501(C)(3) LINE 10 HAVERLAND CARTER LIFESTYLE GROUP 0 LA VIDA LLENA 10701 MONTGOMERY BLVD NE STE F ALBUQUERQUE NM 87111 850282570 SENIOR LIVING NM 501(C)(3) LINE 10 HAVERLAND CARTER LIFESTYLE GROUP 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 1 1 0 0 1