2022-11-15T14:14:20-06:00 2021-12-31 720549733 ERICKSEN KRENTEL LLP 4227 CANAL STREET NEW ORLEANS LA 70119 990 2021-01-01 721192571 CHRISTWOOD CHRI 9858980515 100 CHRISTWOOD BLVD COVINGTON LA 70433 L STEPHEN HOLZHALB III EXECUTIVE DIRECTOR 9858980515 2022-11-14 1 L STEPHEN HOLZHALB III 999009999 RONALD H DAWSON JR CPA P00442622 5044867275 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z L STEPHEN HOLZHALB III 100 CHRISTWOOD BLVD COVINGTON LA 70433 22547445 0 X WWW.CHRISTWOODRC.COM X 1999 LA CONTINUING CARE RETIREMENT COMMUNITY 15 15 416 45 158429 0 2392904 212025 20327453 21328259 588003 961884 0 0 23308360 22502168 0 0 0 0 12631511 12226281 0 0 236488 10268000 10651669 22899511 22877950 408849 -375782 68778452 70104956 82336681 82310778 -13558229 -12205822 X SEE SCHEDULE O 0 0 18750668 21169830 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. 18750668 1 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 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 1 0 0 0 1 86 0 1 416 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 1 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X LEE TRUMBLE 9858980515 100 CHRISTWOOD BLVD COVINGTON LA 70433 ALLEN CATALANOTTO BOARD MEMBER 0.75 X 0 0 0 CHANDLER CRAIG BOARD MEMBER 0.75 X 0 0 0 RICHARD W CRYAR BOARD MEMBER 0.75 X 0 0 0 MICHELLE GALLAGHER VICE PRESIDENT 1.25 X X 0 0 0 DAVID L DUPLANTIER ESQ BOARD MEMBER 0.75 X 0 0 0 PATTI ELLISH VICE PRESIDENT 1.25 X X 0 0 0 PAUL DENNIS PRESIDENT 1.75 X X 0 0 0 BEVERLY BAKER GARIEPY BOARD MEMBER 0.75 X 0 0 0 JUDGE JOHN W GREENE BOARD MEMBER 0.75 X 0 0 0 PATRICK BRYAN HUVAL TREASURER 1.25 X X 0 0 0 EDWIN J MILTENBERGER BOARD MEMBER 0.75 X 0 0 0 KERRY K MILTON BOARD MEMBER 0.75 X 0 0 0 JAMES H ROGERS BOARD MEMBER 0.75 X 0 0 0 STEVE SCOGGIN SECRETARY 0.75 X X 0 0 0 JAMES VALLIANT BOARD MEMBER 0.75 X 0 0 0 L STEPHEN HOLZAHALB III EXECUTIVE OFFICER 50.00 X 236232 0 5115 ELIZABETH JACKSON MARKETING DIRECTOR 50.00 X 138758 0 10251 THOMAS LEE TRUMBLE DIRECTOR OF FINANCIAL SERV 50.00 X 135098 0 8153 TAMI PERRY CHIEF OPERATING OFFICER 50.00 X 107235 0 10269 LESTER KROBERT IT MANAGER 50.00 X 122669 0 5211 LADONNA ALLEN HR DIRECTOR 50.00 X 113509 0 10251 853501 0 49250 6 0 1 0 HUMANA 215 N COLUMBIA ST COVINGTON LA 70433 HEALTH PROVIDER 1036898 REINHART FOODSERVICE LLC 918 EDWARDS AVE HARAHAN LA 70123 FOOD SERVICES 580066 CLECO 2030 DONAHUE FERRY ROAD PINEVILLE LA 71361 UTILITIES 512651 MCMATH CONSTRUCTION 1125 CAUSEWAY BLVD STE 2 MANDEVILLE LA 70471 CONSTRUCTION 433132 QUALITY CARE REHAB 8477 S SUNCOAST BLVD HOMOSASSA FL 34446 PHYSICAL THERAPY CLINIC 395906 5 212025 212025 MONTHLY SERVICE FEE 623990 11274756 11274756 ROOM AND BOARD 623990 4276677 4276677 EARNED ADVANCE FEES 623990 4189226 4189226 OTHER SERVICE FEES 623990 1587600 1429171 158429 21328259 500306 500306 506855 0 45277 506855 -45277 461578 461578 22502168 21169830 158429 961884 853501 714256 132267 6978 9242470 7734603 1432301 75566 145361 128041 16520 800 1223712 1077901 139074 6737 761237 670532 86514 4191 420000 29190 355773 35037 45660 3173 38678 3809 93687 8137 78075 7475 233669 88128 132493 13048 365421 364775 646 110417 51653 58764 910504 756252 154252 26844 14018 12545 281 195295 101772 91518 2005 1429508 1429508 2363370 2363370 606734 606734 FOOD COSTS 1069888 1069888 SUPPLIES 963210 913139 34125 15946 REPAIRS & MAINTENANCE 735405 534511 198695 2199 RESIDENT ACTIVITIES 509281 508325 956 572776 189496 320864 62416 22877950 18750668 3890794 236488 2933506 1641270 1525890 1253065 1277962 1980767 263618 303609 68421104 23625608 45314021 44795496 17460105 20127399 3350 3350 68778452 70104956 1778768 1963345 21604382 23787831 27315837 26273489 31637694 30286113 82336681 82310778 X -13558229 -12205822 -13558229 -12205822 68778452 70104956 -375782 1850544 -122355 0 X X 0 1 X 1 0 X 48285 126792 364725 2392904 212025 3144731 19554516 21148636 21935525 20327453 21169830 104135960 19602801 21275428 22300250 22720357 21381855 107280691 0 0 0 107280691 395228 417598 480732 516196 500306 2310060 395228 417598 480732 516196 500306 2310060 1967 1967 19998029 21693026 22780982 23236553 21884128 109592718 0.97890 0.97930 0.02110 0.02070 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3650250 3650250 57115200 19320070 37795130 2657713 1248982 1408731 4997941 3056556 1941385 44795496 GROUP INVESTMENT 17270400 F THE BANK OF NEW YORK TRUST COMPANY 2856999 F 20127399 REFUNDABLE ENDOWMENT 29709735 DEPOSITS 576378 30286113 X 24230357 1850544 1850544 22379813 122355 122355 22502168 22877950 0 22877950 0 22877950 PART X, LINE 2: AS OF DECEMBER 31, 2021, THE CCRC HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE 2018 THROUGH 2021 TAX YEARS REMAIN SUBJECT TO EXAMINATION BY THE IRS. THE CCRC DOES NOT BELIEVE THAT ANY REASONABLY POSSIBLE CHANGES WILL OCCUR WITHIN THE NEXT TWELVE MONTHS THAT WILL HAVE A MATERIAL IMPACT ON THE FINANCIAL STATEMENTS. X 0 0 0 0 0 0 0 0 0 L STEPHEN HOLZAHALB III EXECUTIVE OFFICER 236232 0 0 0 0 0 5115 0 0 0 241347 0 0 0 PART I, LINE 3 COMPENSATION INCREASES ARE BASED ON ANNUAL PERFORMANCE REVIEWS MADE BY A SUB-COMMITTEE OF THE BOARD OF DIRECTORS CHARGED WITH MONITORING PERFORMANCE. FORM 990, PART III, LINE 1 CHRISTWOOD'S MISSION IS TO HELP SENIORS LIVE WITH DIGNITY, INDEPENDENCE AND THE ASSURANCE OF NEEDED PHYSICAL, SPIRITUAL AND MEDICAL CARE. UTILIZING THE "CONTINUING CARE" MODEL, CHRISTWOOD RECOGNIZES THE NEEDS OF SENIORS TO HAVE ACCESS TO INTEGRATED SERVICES RANGING ALONG A CONTINUUM FROM INDEPENDENT LIVING TO NURSING CARE. WITHIN THIS CONTINUUM, A RANGE OF LIVING OPTIONS ARE AVAILABLE TO ADDRESS THE PHYSICAL, SOCIAL, PSYCHOLOGICAL AND EMOTIONAL NEEDS. EDUCATIONAL, RECREATIONAL, SOCIAL, AND CULTURAL EVENTS ARE AVAILABLE ON A VOLUNTARY PARTICIPATION BASIS TO RESIDENTS AS AN INTEGRAL PART OF COMMUNITY LIFE. LEVELS OF CARE ARE PROVIDED TO REFLECT THE VARYING LEVELS OF INTENSITY OF CARE NEEDED TO MEET CHANGING SUPPORTIVE AND HEALTH CARE NEEDS OF THE RESIDENTS. ALL APPLICATIONS FOR RESIDENCY ARE CONSIDERED EQUALLY WITHOUT REGARD TO AN INDIVIDUAL'S MARITAL STATUS, RACE, SEX, CREED, OR NATIONAL ORIGIN. 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 11B THE 990 IS COMPLETED BY THE SAME FIRM WHO CONDUCTS OUR ANNUAL EXTERNAL AUDIT. THE DRAFT 990 IS SENT TO THE DIRECTOR OF ACCOUNTING FOR REVIEW OF ACCURACY OF FINANCIAL NUMBERS AND RESPONSE TO QUESTIONS. IT IS THEN GIVEN TO THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS FOR REVIEW AND APPROVAL. IF REQUESTED BY THE FINANCE COMMITTEE, IT IS SENT TO AN OUTSIDE CPA FIRM FOR FURTHER REVIEW. AFTER THIS APPROVAL, IT IS SENT TO THE EXECUTIVE DIRECTOR FOR HIS REVIEW AND SIGNATURE. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REVIEWS CONFLICT OF INTEREST POLICY ANNUALLY WITH AUDIT QUESTIONAIRE. 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 PERFORMANCE. HISTORICAL SALARY AND INCENTIVES ARE PROVIDED AND COMPARABLE DATA FOR THE LOCAL AREA AND SIZE OF FACILITY IS ALSO USED IN THE DECISION PROCESS. ANY CHANGES IN COMPENSATION ARE APPROVED BY THE BOARD OF DIRECTORS AND DOCUMENTED IN THE MINUTES OF THE BOARD MEETING. THE PRESIDENT OF THE BOARD OF DIRECTORS WILL SIGN A STATUS CHANGE FORM THAT WILL BE GIVEN TO HUMAN RESOURCES FOR PROCESSING. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS AND GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC BY REQUEST. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM YEAR TO YEAR. CHRIST EPISCOPAL CHURCH 120 S NEW HAMPSHIRE ST COVINGTON LA 70433 RELIGIOUS LA 501(C)3 LINE 1 N/A 0 CHRISTWOOD FOUNDATION 100 CHRISTWOOD BLVD COVINGTON LA 70433 RESIDENT SUPPORT LA 501(C)3 LINE 12B, II CHRISTWOOD 1 0 0 1 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 CHRISTWOOD FOUNDATION C 72117 CASH PAID CHRISTWOOD FOUNDATION I 8000 FMV OF ARTWORK