NEIGHBORHOOD IN RIO RANCHO: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- NEIGHBORHOOD IN RIO RANCHO (EIN 47-1462853)
- Tax period
- 2020-04-01 to 2021-03-31
- Filed
- 2022-02-15
- IRS object ID
- 202210469349300916
- Schema version
- 2020v4.2
- 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) |
|---|---|---|
| Return | 2022-02-15T10:52:24-06:00 | ReturnTs |
| Tax Period End | 2021-03-31 | 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 | 2020-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 471462853 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE NEIGHBORHOOD IN RIO RANCHO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NEIG | BusinessNameControlTxt |
| Phone | 5059942296 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 LOMA COLORADO | AddressLine1Txt |
| City | RIO RANCHO | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87124 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | E DEANN EATON | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 5059942296 | PhoneNum |
| Signature | 2022-02-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | E | PersonFirstNm |
| Person Last | DEANN EATON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFF PARKER | PreparerPersonNm |
| PTIN | P00970069 | PTIN |
| Phone | 6022662248 | PhoneNum |
| Preparation | 2022-02-08 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | E DEANN EATON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 LOMA COLORADO | AddressLine1Txt |
| City | RIO RANCHO | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87124 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $15,593,553 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTPS://WWW.NEIGHBORHOODRIORANCHO.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2014 | FormationYr |
| Legal Domicile State | NM | LegalDomicileStateCd |
| Activity Or Mission | PROVIDE QUALITY HOUSING, CARE AND SERVICES TO THE SENIORS OF THE LIFE CARE RETIREMENT COMMUNITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 3 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 1 | VotingMembersIndependentCnt |
| Total Employee | 282 | TotalEmployeeCnt |
| Total Volunteers | 1 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,582,631 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $13,394,566 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $13,873,272 | CYProgramServiceRevenueAmt |
| PY Investment Income | $27,428 | PYInvestmentIncomeAmt |
| CY Investment Income | $67,703 | CYInvestmentIncomeAmt |
| PY Other Revenue | $91,549 | PYOtherRevenueAmt |
| CY Other Revenue | $69,947 | CYOtherRevenueAmt |
| PY Total Revenue | $13,513,543 | PYTotalRevenueAmt |
| CY Total Revenue | $15,593,553 | 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 | $6,619,199 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $8,811,395 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $11,014,290 | PYOtherExpensesAmt |
| CY Other Expenses | $9,090,156 | CYOtherExpensesAmt |
| PY Total Expenses | $17,633,489 | PYTotalExpensesAmt |
| CY Total Expenses | $17,901,551 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$4,119,946 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$2,307,998 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $48,364,872 | TotalAssetsBOYAmt |
| Total Assets EOY | $48,896,869 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $67,153,267 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $67,097,601 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$18,788,395 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$18,200,732 | NetAssetsOrFundBalancesEOYAmt |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $16,372,157 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $13,873,272 | RevenueAmt |
| Desc | 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. | Desc |
| Total Program Service Expenses | $16,372,157 | 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 | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | 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 | 0 | 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 | 0 | TaxExemptBondsInd |
| 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 With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| 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 | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 41 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 282 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 3 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 1 | 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 | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | 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 | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANGIE JULIAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5052913100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10701 MONTGOMERY BLVD NE SUITE F | AddressLine1Txt |
| City | ALBUQUERQUE | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 871113737 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| REGNER RIDER | ||||||||
| CHAIRMAN OF BOARD | 1.00 | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ANGIE JULIAN | ||||||||
| CFO/TREASURER | 1.00 | 2.00 | Yes (X) | Yes (X) | $0 | $122,207 | $0 | |
| E DEANN EATON | ||||||||
| CEO/VICE-CHAIR/SECRETARY | 5.00 | 35.00 | Yes (X) | Yes (X) | $0 | $253,934 | $20,854 | |
| CHRISSY AKES | ||||||||
| EXECUTIVE DIRECTOR | 40.00 | 0.00 | Yes (X) | $0 | $126,513 | $15,482 | ||
| DAVID WALBRIGHT | ||||||||
| DIRECTOR OF SALES AND MARKETING | 10.00 | 30.00 | $0 | $135,240 | $6,814 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $637,894 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $43,150 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RIO GRANDE STAFFING LLC | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3909 CALLE PINO NE | AddressLine1Txt |
| City | ALBUQUERQUE | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | STAFFING AGENCY | ServicesDesc |
| Compensation | $663,727 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $1,582,581 | GovernmentGrantsAmt |
| All Other Contributions | $50 | AllOtherContributionsAmt |
| Total Contributions | $1,582,631 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| HEALTHCARE SERVICES | 623000 | $7,090,039 | $7,090,039 |
| RESIDENTIAL SERVICES | 623000 | $4,097,474 | $4,097,474 |
| AMORTIZATION OF ENTRANCE FEES | 623000 | $2,685,759 | $2,685,759 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $13,873,272 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $65,551 | TotalRevenueColumnAmt |
| Exclusion | $65,551 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,152 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,152 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,152 | TotalRevenueColumnAmt |
| Exclusion | $2,152 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| GENERAL STORE | 623000 | $33,122 | $33,122 |
| CAFE SALES | 623000 | $11,186 | $11,186 |
| PARKING AND TRANSPORTATION | 623000 | $8,303 | $8,303 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,336 | TotalRevenueColumnAmt |
| Exclusion | $17,336 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $69,947 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,593,553 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $13,873,272 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $137,650 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $217,195 | TotalAmt |
| Management And General | $217,195 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,052,426 | TotalAmt |
| Program Services | $6,439,101 | ProgramServicesAmt |
| Management And General | $613,325 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,867 | TotalAmt |
| Program Services | $52,142 | ProgramServicesAmt |
| Management And General | $6,725 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,043,169 | TotalAmt |
| Program Services | $923,992 | ProgramServicesAmt |
| Management And General | $119,177 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $439,738 | TotalAmt |
| Program Services | $389,500 | ProgramServicesAmt |
| Management And General | $50,238 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,794 | TotalAmt |
| Management And General | $3,794 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,535 | TotalAmt |
| Management And General | $14,535 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,294 | TotalAmt |
| Management And General | $10,294 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $863,981 | TotalAmt |
| Program Services | $845,546 | ProgramServicesAmt |
| Management And General | $18,435 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $128,511 | TotalAmt |
| Program Services | $17,028 | ProgramServicesAmt |
| Management And General | $111,483 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,673,527 | TotalAmt |
| Program Services | $1,628,583 | ProgramServicesAmt |
| Management And General | $44,944 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,550 | TotalAmt |
| Management And General | $4,550 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $579,601 | TotalAmt |
| Program Services | $566,754 | ProgramServicesAmt |
| Management And General | $12,847 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,184 | TotalAmt |
| Management And General | $8,184 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,002,288 | TotalAmt |
| Program Services | $1,957,907 | ProgramServicesAmt |
| Management And General | $44,381 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,124,158 | TotalAmt |
| Program Services | $2,077,075 | ProgramServicesAmt |
| Management And General | $47,083 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $177,165 | TotalAmt |
| Management And General | $177,165 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| FOOD & DIETARY | $618,409 | $604,702 | $13,707 |
| REPAIRS AND MAINTENANCE | $305,049 | $298,288 | $6,761 |
| SURCHARGE | $263,166 | $263,166 | |
| BAD DEBT EXPENSE | $240,118 | $240,118 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,826 | TotalAmt |
| Program Services | $68,255 | ProgramServicesAmt |
| Management And General | $4,571 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,901,551 | TotalAmt |
| Program Services | $16,372,157 | ProgramServicesAmt |
| Management And General | $1,529,394 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,194,970 | BOYAmt |
| EOY | $3,534,413 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $712,421 | BOYAmt |
| EOY | $5,408,645 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $861,365 | BOYAmt |
| EOY | $784,907 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $452,060 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,718 | BOYAmt |
| EOY | $47,193 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $159,432 | BOYAmt |
| EOY | $179,466 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $49,412,011 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $10,474,005 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,946,906 | BOYAmt |
| EOY | $38,938,006 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $4,239 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,364,872 | BOYAmt |
| EOY | $48,896,869 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,350,479 | BOYAmt |
| EOY | $3,366,029 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,258,005 | BOYAmt |
| EOY | $9,298,416 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,445,201 | BOYAmt |
| EOY | $46,770,059 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,099,582 | BOYAmt |
| EOY | $7,663,097 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,153,267 | BOYAmt |
| EOY | $67,097,601 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$18,788,395 | BOYAmt |
| EOY | -$18,200,732 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$18,788,395 | BOYAmt |
| EOY | -$18,200,732 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,364,872 | BOYAmt |
| EOY | $48,896,869 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$2,307,998 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$59,793 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $2,955,454 | 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 Minus2 Years | $1,164 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $1,582,631 | CurrentTaxYearAmt |
| Total | $1,583,795 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,271,575 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,355,488 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,573,944 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,394,566 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,832,272 | CurrentTaxYearAmt |
| Total | $50,427,845 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,271,575 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,355,488 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,575,108 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,394,566 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,414,903 | CurrentTaxYearAmt |
| Total | $52,011,640 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | 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) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $52,011,640 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,839 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,978 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,281 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $27,428 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $65,551 | CurrentTaxYearAmt |
| Total | $116,077 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,839 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,978 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,281 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $27,428 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $65,551 | CurrentTaxYearAmt |
| Total | $116,077 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $53,806 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $52,537 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $102,229 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $91,549 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $69,947 | CurrentTaxYearAmt |
| Total | $370,068 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,331,220 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,416,003 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,686,618 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,513,543 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,550,401 | CurrentTaxYearAmt |
| Total | $52,497,785 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99070 | PublicSupportCY509Pct |
| Investment Income CY | 0.00220 | InvestmentIncomeCYPct |
| 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 | GUEST ROOM INCOME - 2016 AMOUNT: $ 6,922. 2017 AMOUNT: $ 9,165. 2018 AMOUNT: $ 29,943. 2019 AMOUNT: $ 19,018. 2020 AMOUNT: $ 0. GUEST AND EMPLOYEE MEALS - 2016 AMOUNT: $ 9,597. 2017 AMOUNT: $ 7,331. 2018 AMOUNT: $ 7,614. 2019 AMOUNT: $ 11,412. 2020 AMOUNT: $ 7,296. CATERING - 2016 AMOUNT: $ 1,125. 2017 AMOUNT: $ 671. 2018 AMOUNT: $ 120. 2019 AMOUNT: $ 110. 2020 AMOUNT: $ 0. CAFE SALES - 2016 AMOUNT: $ 1,655. 2017 AMOUNT: $ 4,807. 2018 AMOUNT: $ 9,146. 2019 AMOUNT: $ 12,836. 2020 AMOUNT: $ 11,186. BEAUTY AND BARBER SHOP - 2016 AMOUNT: $ 602. 2017 AMOUNT: $ 2,230. 2018 AMOUNT: $ 4,142. 2019 AMOUNT: $ 2,741. 2020 AMOUNT: $ 1,786. MAINTENANCE - 2016 AMOUNT: $ 21,033. 2017 AMOUNT: $ 7,194. 2018 AMOUNT: $ 22,160. 2019 AMOUNT: $ 20,822. 2020 AMOUNT: $ 5,018. HOUSEKEEPING AND LAUNDRY - 2016 AMOUNT: $ 673. 2017 AMOUNT: $ 2,217. 2018 AMOUNT: $ 2,495. 2019 AMOUNT: $ 3,044. 2020 AMOUNT: $ 1,532. PARKING AND TRANSPORTATION - 2016 AMOUNT: $ 1,945. 2017 AMOUNT: $ 16,162. 2018 AMOUNT: $ 17,384. 2019 AMOUNT: $ 12,735. 2020 AMOUNT: $ 8,303. OTHER REVENUES - 2016 AMOUNT: $ 10,254. 2017 AMOUNT: $ 2,760. 2018 AMOUNT: $ 9,225. 2019 AMOUNT: $ 1,165. 2020 AMOUNT: $ 1,584. ACTIVITIES - 2019 AMOUNT: $ 7,666. 2020 AMOUNT: $ 120. GENERAL STORE - 2020 AMOUNT: $ 33,122. | 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
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,180,704 | OtherCostOrOtherBasisAmt |
| Book Value | $4,180,704 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $40,326,593 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,269,602 | DepreciationAmt |
| Book Value | $32,056,991 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,904,714 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,204,403 | DepreciationAmt |
| Book Value | $2,700,311 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $38,938,006 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ENTRANCE FEES | $7,528,866 |
| DUE TO AFFILIATE | $134,231 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $7,663,097 | TotalLiabilityAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | E DEANN EATON | PersonNm |
| Title | CEO/VICE-CHAIR/SECRETARY | TitleTxt |
| Base Compensation Filing Org | $0 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $228,010 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $25,924 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $0 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $20,854 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $0 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $274,788 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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, PART XI, LINE 9: | TRANSFER OF NET ASSETS FROM AFFILIATE 2,955,454. |
| 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 |
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 | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | 0 | HAVERLAND CARTER LIFESTYLE GROUP | |
| LA VIDA LLENA | |||||||||||
| 10701 MONTGOMERY BLVD NE STE F | ALBUQUERQUE | NM | 87111 | 850282570 | SENIOR LIVING | NM | 501(C)(3) | LINE 10 | 0 | HAVERLAND CARTER LIFESTYLE GROUP | |
| 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 | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | 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 | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Comments