2020-11-16T15:49:40-06:00 2019-12-31 720549733 ERICKSEN KRENTEL LLP 4227 CANAL STREET NEW ORLEANS LA 70119 990 2019-01-01 721192571 CHRISTWOOD CHRI 9858980515 100 CHRISTWOOD BLVD COVINGTON LA 70433 L STEPHEN HOLZHALB III EXECUTIVE DIRECTOR 9858980515 2020-11-16 1 RONALD H DAWSON JR CPA P00442622 5044867275 12.94.147.170 2020-11-16 14:42:41 CS P 974AE845631F99CBA509382B434274F7F3A77BA5 974AE845631F99CBA509382B434274F7F3A77BA5 2019 2021-01-29 14:40:06Z L STEPHEN HOLZHALB III 100 CHRISTWOOD BLVD COVINGTON LA 70433 25299229 0 X WWW.CHRISTWOODRC.COM X 1999 LA CONTINUING CARE RETIREMENT COMMUNITY 16 16 397 50 0 -87438 126792 1572604 21148636 21935525 747562 448651 0 0 22022990 23956780 0 0 0 0 11856520 11757747 0 0 169599 10140307 11360957 21996827 23118704 26163 838076 66441139 69380147 83162685 84057919 -16721546 -14677772 X SEE SCHEDULE O 0 0 19113117 21935525 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. 19113117 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 1 100 0 1 397 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 16 16 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 L STEPHEN HOLZAHALB III EXECUTIVE OFFICER 50.00 X 201242 0 6356 ELIZABETH JACKSON MARKETING DIRECTOR 50.00 X 108884 0 5604 LESTER KROBERT IT MANAGER 50.00 X 102175 0 7219 THOMAS LEE TRUMBLE DIRECTOR OF FINANCIAL SERVICES 50.00 X 101670 0 17288 TAMI PERRY CHIEF OPERATING OFFICER 50.00 X 100488 0 16988 ROBERT BARNES MD BOARD MEMBER 0.75 X 0 0 0 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 PAUL DENNIS VICE PRESIDENT 1.25 X X 0 0 0 DAVID L DUPLANTIER ESQ BOARD MEMBER 0.75 X 0 0 0 PATTI ELLISH FACHE BOARD MEMBER 0.75 X 0 0 0 MICHELLE GALLAGHER ESQ 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 STEVE SCOGGIN GAA GRI SECRETARY 0.75 X 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 JAMES VALLIANT BOARD MEMBER 0.75 X 0 0 0 614459 0 53455 5 0 1 0 QUALITY CARE REHAB 8477 S SUNCOAST BLVD HOMOSASSA FL 34446 PHYSICAL THERAPY CLINIC 1061085 MCMATH CONSTRUCTION 1125 CAUSEWAY BLVD STE 2 MANDEVILLE LA 70471 CONSTRUCTION 405608 GREENBRIER SENIOR LIVING 3107 TIMBERLAKE DRIVE VESTAVIA HILLS AL 35243 MEDICAL ADMINISTRATION 281662 EXPRESS EMPLOYMENT PROFESSIONALS 1000 S JEFFERSON DAVIS PKWY NEW ORLEANS LA 70125 CONSULTING SERVICES 262024 ANGELL MARKETING 5353 N 16TH ST SUITE 300 PHOENIX AZ 85016 MARKETING SERVICES 160537 5 1572604 1572604 MONTHLY SERVICE FEE 623990 11359475 11359475 ROOM AND BOARD 623990 4493919 4493919 EARNED ENTRY FEES 623990 3555129 3555129 OTHER SERVICE FEES 623990 2525465 2525465 MISC. INCOME 900099 1537 1537 21935525 480732 480732 1310368 1228810 113639 81558 -113639 -32081 -32081 23956780 21935525 0 448651 614459 521122 91186 2151 8972993 7609833 1331598 31562 160586 141319 19149 118 1284460 1130348 153166 946 725249 638232 86483 534 300000 56601 243399 129969 24494 105328 147 92583 18295 74288 424709 131184 217250 76275 342008 331489 10519 36718 3849 5986 26883 852245 715708 136537 25114 16199 8866 49 172807 109510 63297 1455080 1455080 2208506 2208506 454725 454725 RESIDENT ACTIVITIES 1135695 1135695 SUPPLIES 1113480 1029480 53066 30934 FOOD COSTS 1051183 1051183 REPAIRS & MAINTENANCE 729683 537141 192542 836452 247849 588603 23118704 19113117 3835988 169599 3275451 2876307 808934 378848 2128509 3324348 308401 206014 67498361 21105166 46502633 46393195 13413861 16198085 3350 3350 66441139 69380147 1337808 2079466 19237587 21886201 29268002 28338305 33319288 31753947 83162685 84057919 X -16721546 -14677772 -16721546 -14677772 66441139 69380147 838076 1310367 -104669 0 X X 0 1 X 1 0 X 5331 189250 48285 126792 364725 734383 16756833 17430861 19554516 21148636 21935525 96826371 16762164 17620111 19602801 21275428 22300250 97560754 0 0 0 97560754 382621 376454 395228 417598 480732 2052633 382621 376454 395228 417598 480732 2052633 17144785 17996565 19998029 21693026 22780982 99613387 0.97940 0.97970 0.02060 0.02030 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3650250 3650250 55201209 16083767 39117442 2441747 1038258 1403489 6205155 3983141 2222014 46393195 GROUP INVESTMENT 13450346 F THE BANK OF NEW YORK TRUST COMPANY 2747739 F 16198085 REFUNDABLE ENDOWMENT 31238030 DEPOSITS 515917 31753947 X 25162479 1310368 1310368 23852111 104669 104669 23956780 23118704 0 23118704 0 23118704 PART X, LINE 2: AS OF DECEMBER 31, 2019, THE CCRC HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE 2015 THROUGH 2018 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 201242 0 0 0 0 0 6037 0 319 0 207598 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 0 0 0 0 0 1 1 0 0 0 1 CHRISTWOOD FOUNDATION C 364725 CHRISTWOOD FOUNDATION S 1207879