2019-11-15T14:09:11-06:00 2018-12-31 751044330 LANE GORMAN TRUBITT LLC 2626 HOWELL ST SUITE 700 DALLAS TX 75204 990 2018-01-01 364502669 SENIOR QUALITY LIFESTYLES CORPORATION SENI 4694205450 15601 DALLAS PARKWAY NO 200 ADDISON TX 75001 LARRY M SMITH INTERIM PRESIDENT AND CEO, AND CFO 4694205450 2019-11-15 1 KEVIN WARNEKE P01294950 2148717500 74.202.44.50 2019-11-15 12:05:06 CS P 4E957E137C0DA7269A9962E60BC4734AB919DB11 2E8E9F538789828D263ADD410F886786F65711CE 2018 2020-03-31 21:24:44Z LARRY M SMITH 5858402 0 X WWW.SQLC.ORG X 2002 TX DEVELOPS, SUPPORTS AND OVERSEES NOT-FOR-PROFIT NURSING AND RETIREMENT FACILITIES WITH SERVICES RANGING FROM INDIVIDUAL RETIREMENT LIVING TO 24-HOUR SKILLED NURSING CARE. 8 7 1 0 0 0 0 0 4407296 1258502 0 1100853 76754 97382 4484050 2456737 0 0 0 0 2470951 406469 0 0 0 2013099 1304246 4484050 1710715 0 746022 45356373 12139556 43788445 41382638 1567928 -29243082 DEVELOPS, SUPPORTS AND OVERSEES NOT-FOR-PROFIT NURSING AND RETIREMENT FACILITIES WITH SERVICES RANGING FROM INDIVIDUAL RETIREMENT LIVING TO 24-HOUR SKILLED NURSING CARE. 0 0 1540663 1355884 SUPPORTS AND OVERSEES NOT-FOR-PROFIT NURSING AND RETIREMENTFACILITIES WITH SERVICES RANGING FROM INDIVIDUAL RETIREMENT LIVINGTO 24-HOUR SKILLED NURSING CARE. 1540663 1 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 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 1 1 1 0 0 0 1 X 42 0 1 1 0 0 0 0 0 0 0 0 0 0 X 8 7 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 X X MIKE BRATKOVICH 4694205457 15601 DALLAS PARKWAYS SUITE 200 ADDISON TX 75001 JOE ANDERSON PRESIDENT & CEO 40.00 7.00 X X 0 256992 12441 SCOTT COLLIER CHAIRMAN 1.00 4.00 X X 0 133000 0 BERNIE FRANCES VICE CHAIRMAN 1.00 5.00 X X 0 38998 0 DAVID GOBBLE SECRETARY/TREASURER 1.00 3.00 X X 0 27000 0 SUSAN CARTER DIRECTOR 1.00 5.00 X 0 37000 0 JAN VAN SANT DIRECTOR 1.00 3.00 X 0 27000 0 LAURIE DOTTER DIRECTOR 1.00 X 0 33500 0 BERNIE DIFIORE DIRECTOR 1.00 X 0 28000 0 0 581490 12441 0 0 1 0 THOMPSON & KNIGHT LLP PO BOX 660684 DALLAS TX 75266 LEGAL SERVICES 542978 ACCOUNTEMPS PO BOX 743295 LOS ANGELES CA 90074 CONTRACT LABOR SERVICES 237706 KORN FERRY INTERNATIONAL NW 5064 MINNEAPOLIS MN 55485 RECRUITING SERVICES 222390 GREYSTONE MANAGEMENT SERVICES 225 E JOHN CARPENTER FREEWAY IRVING TX 75062 LEGAL & PROFESSIONAL SERVICES 207000 ACCUDATA INTEGRATED MARKETING INC 5220 SUMMERLIN COMMONS BLVD FT MYERS FL 33907 IT CONSULTING SERVICES 205673 15 MANAGEMENT FEES 541610 1258502 1258502 1258502 284180 284180 63105 0 63105 63105 63105 4218338 3401665 816673 816673 816673 MISCELLANEOUS 34277 34277 34277 2456737 1355884 0 1100853 154461 139015 15446 249056 224150 24906 370 333 37 2582 2324 258 315662 284096 31566 23330 20997 2333 6974 6277 697 2700 2430 270 265464 238763 26701 23768 21391 2377 86178 77560 8618 13998 12598 1400 35646 35646 332548 332548 MISCELLANEOUS EXPENSE 167412 150671 16741 DUES & SUBSCRIPTIONS 30566 27510 3056 1710715 1540663 170052 0 416704 638179 25443832 7478192 3937089 192250 100000 3830935 15458748 0 45356373 12139556 6484143 6490952 37304302 34891686 43788445 41382638 X 1567928 -29243082 1567928 -29243082 45356373 12139556 X 746022 -31441280 -115752 X 0 1 X 1 0 X X 6 NORTHWEST SENIOR HOUSING CORPORATION 752771278 10 1 0 0 BARTON CREEK SENIOR LIVING CENTER INC 201203479 10 1 0 0 BUCKINGHAM SENIOR LIVING COMMUNITY INC 300097872 10 1 0 0 TARRANT COUNTY SENIOR LIVING CENTER INC 208068602 10 1 0 0 MAYFLOWER COMMUNITIES INC 261446350 10 1 0 0 SQLC SENIOR LIVING CENTER AT CORPUS CHRISTI 261778912 10 1 0 0 6 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 FORM 990, SCHEDULE A, PART I, LINE 12(G)(I - VII) SUPPORTED ORGANIZATIONS THE SUPPORTED ORGANIZATIONS ARE DESIGNATED BY CLASS IN THE ORGANIZATION'S ARTICLES OF INCORPORATION. SEE TREAS. REG. 1.509(A)-4(D)(2)(B). THE ORGANIZATION SUPPORTS THE SUPPORTED ORGANIZATIONS IN VARIOUS WAYS THAT ENABLE THE SUPPORTED ORGANIZATIONS TO BETTER CARRY OUT THEIR CHARITABLE PURPOSES, INCLUDING FAVORABLE LOANS AND OTHER FORMS OF LIQUIDITY SUPPORT, AND FURNISHING OF SERVICES, FACILITIES, AND OTHER FORMS OF NON-CASH ASSISTANCE. THE ORGANIZATION IS IN CONTINUING CONTACT WITH EACH SUPPORTING ORGANIZATION, SO THE SUPPORTED ORGANIZATIONS ARE WELL AWARE OF THIS SUPPORT. SCHEDULE A, PART IV, SECTION A, LINE 1 THE SUPPORTED ORGANIZATIONS ARE LISTED AND DESIGNATED BY CLASS IN SQLC'S GOVERNING DOCUMENTS. 0 OTHER INVESTMENTS 3830935 C 3830935 DUE TO NSHC 33569603 DUE TO SENIORITY 1322083 34891686 X X 1 1 X 0 0 0 0 0 0 0 0 0 JOE ANDERSON PRESIDENT & CEO 0 256992 0 0 0 0 0 0 0 12441 0 269433 0 0 FORM 990, PART V, LINE 2B: EMPLOYEES REPORTED THROUGH OUTSOURCED PROFESSIONAL EMPLOYER ORGANIZATION THE ORGANIZATION DID NOT ISSUE FORM THE W-2 DIRECTLY. THE INDIVIDUAL THAT COMPRISE THE TOTAL LISTED ON LINE 2(A) IS CONSIDERED AN EMPLOYEE OF THE ORGANIZATION FOR THE PURPOSES OF PART V. HOWEVER, THE ORGANIZATION UTILIZES A PROFESSIONAL EMPLOYER ORGANIZATION, AUREON HR, INC. (EIN: 42-1368750), WHICH IS THE EMPLOYER OF RECORD, ISSUES ALL W-2S AND ACTS AS AN OUTSOURCED HUMAN RESOURCES AND PAYROLL DEPARTMENT FOR THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 8B DOCUMENTATION OF MEETINGS LINE 8(B) IS ANSWERED NO BECAUSE THE COMMITTEES DO NOT DOCUMENT THEIR DISCUSSIONS WHICH TYPICALLY OCCUR OUTSIDE OF BOARD MEETINGS. THE COMMITTEES MAY PROVIDE FEEDBACK TO THE BOARD; HOWEVER, THE COMMITTEE DISCUSSIONS ARE INFORMAL AND NOT DOCUMENTED. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 REVIEW PROCESS THE BOARD MEMBERS OF SENIOR QUALITY LIFESTYLES CORPORATION REVIEW THE FORM 990 UPON COMPLETION. THE BOARD REVIEW AND APPROVAL OF THE FORM 990 IS COMPLETED PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY ENFORCEMENT AND MONITORING ANNUALLY THE CONFLICT OF INTEREST POLICY IS REVIEWED DURING A BOARD MEETING, IN ADDITION TO HAVING THE NECESSARY INDIVIDUALS SIGN THE DISCLOSURE STATEMENT ON AN ANNUAL BASIS. IT IS THE EXPECTATION THAT MANAGEMENT STAFF IN ADDITION TO THE MANAGEMENT COMPANY WILL BRING ANY QUESTIONABLE ACTIVITY TO THE ATTENTION OF THE BOARD OR AN OFFICER. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION REVIEW OF MANAGEMENT DURING 2018 THE CEO OF SENIOR QUALITY LIFESTYLES CORPORATION, ALONG WITH THE MANAGEMENT COMPANY, GREYSTONE, AND AUREON HR, AN INDEPENDENT PAYROLL PROCESSOR, SET THE SALARY FOR THE EXECUTIVE DIRECTOR. BOTH GREYSTONE AND AUREON HR PROVIDE COMPARATIVE SALARY DATA. THE CEO, ALONG WITH AUREON HR AND GREYSTONE, DETERMINE OTHER TOP MANAGEMENT RATES BASED ON MARKET WAGES AND YEARS OF EXPERIENCE. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS AVAILABLE TO THE PUBLIC THE ORGANIZATION'S FINANCIAL STATEMENTS ARE INCLUDED IN ITS RELATED ORGANIZATION, NORTHWEST SENIOR HOUSING CORPORATION'S, CONSOLIDATED FINANCIAL STATEMENTS, WHICH ARE POSTED TO NATIONALLY RECOGNIZED ELECTRONIC MUNICIPAL MARKET ACCESS (EMMA). DOCUMENTS ARE ALSO AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VI, SECTION B APPLICABILITY OF POLICIES TO DISREGARDED ENTITY SQLC LSA, LLC IS A DISREGARDED ENTITY WITH RESPECT TO SENIOR QUALITY LIFESTYLES CORPORATION. SQLC LSA, LLC HAS NOT SPECIFICALLY ADOPTED A CONFLICT OF INTEREST, WHISTLEBLOWER OR DOCUMENT RETENTION AND DESTRUCTION POLICY. HOWEVER, SINCE SENIOR QUALITY LIFESTYLES CORPORATION IS THE SOLE MEMBER OF SQLC LSA, LLC AND THE TWO ENTITIES SHARE COMMON DIRECTORS AND OFFICERS, POLICIES OF SENIOR QUALITY LIFESTYLES CORPORATION ARE CONSIDERED TO BE EFFECTIVE FOR SQLC LSA, LLC. FORM 990, PART XI, LINE 8, PRIOR PERIOD ADJUSTMENT: GAAP ADJUSTMENTS FOR THE YEAR 2017 -31,441,280 FORM 990, PART XI, LINE 9, CHANGES IN NET ASSETS: BAD DEBT ALLOWANCE FOR RELATED PARTY -115,752 SQLC LSA LLC 15601 DALLAS PKWY STE 200 ADDISON TX 75001 271275904 SUPPORT SQLC TX 0 11463906 SQLC BARTON CREEK SENIOR LIVING COMMUNITY INC 15601 DALLAS PKWY STE 200 ADDISON TX 75001 201203479 HEALTH CARE TX 501(C)(3) LINE 10 SQLC 1 BUCKINGHAM SENIOR LIVING COMMUNITY INC 15601 DALLAS PKWY STE 200 ADDISON TX 75001 300097872 HEALTH CARE TX 501(C)(3) LINE 10 SQLC 1 SQLC SENIOR LIVING CTR AT CORPUS CHRISTI 15601 DALLAS PKWY STE 200 ADDISON TX 75001 261778912 HEALTH CARE TX 501(C)(3) LINE 10 SQLC 1 NORTHWEST SENIOR HOUSING CORPORATION 15601 DALLAS PKWY STE 200 ADDISON TX 75001 752771278 HEALTH CARE TX 501(C)(3) LINE 10 SQLC 1 SQLC CHARITABLE FOUNDATION 15601 DALLAS PKWY STE 200 ADDISON TX 75001 262474373 FOUNDATION TX 501(C)(3) LINE 7 SQLC 1 TARRANT COUNTY SENIOR LIVING CENTER INC 15601 DALLAS PKWY STE 200 ADDISON TX 75001 208068602 HEALTH CARE TX 501(C)(3) LINE 10 SQLC 1 MAYFLOWER COMMUNITIES INC 15601 DALLAS PKWY STE 200 ADDISON TX 75001 261446350 HEALTH CARE DE 501(C)(3) LINE 10 SQLC 1 SENTINEL RIDGE SENIOR LIVING CORPORATION 15601 DALLAS PKWY STE 200 ADDISON TX 75001 472871995 INACTIVE TX 501(C)(3) LINE 10 SQLC 1 SENIORITY INC 15601 DALLAS PKWY STE 200 ADDISON TX 75001 943287180 RETIREMENT LIVING TX SQLC C 1 0 0 0 1 1 0 0 0 0 0 0 1 1 1 1 1 1 1 1 TARRANT COUNTY SENIOR LIVING CENTER D SEE PART VII SQLC SENIOR LIVING CTR AT CORPUS CHRISTI D SEE PART VII MAYFLOWER COMMUNITIES INC D SEE PART VII SENTINEL RIDGE SENIOR LIVING CORPORATION D SEE PART VII NORTHWEST SENIOR HOUSING CORPORATION E SEE PART VII BARTON CREEK SENIOR LIVING CENTER Q SEE PART VII BUCKINGHAM SENIOR LIVING COMMUNITY Q SEE PART VII NORTHWEST SENIOR HOUSING CORPORATION Q SEE PART VII TARRANT COUNTY SENIOR LIVING CENTER Q SEE PART VII SQLC SENIOR LIVING CTR AT CORPUS CHRISTI Q SEE PART VII MAYFLOWER COMMUNITIES INC Q SEE PART VII SCHEDULE R, PART V, LINE 2, COLUMN (D) CALCULATION OF AMOUNT OF TRANSACTIONS WITH RELATED ORGANIZATIONS THE FAIR MARKET VALUE OF ALL TRANSACTIONS LISTED WITH RELATED ORGANIZATIONS IS BASED ON THE CASH PAID OR RECEIVED OR BASED ON THE AMOUNT ACCRUED USING THE PRESCRIBED METHOD PER THE SIGNED NOTE AGREEMENTS AND EXPECTED TO BE PAID OR RECEIVED IN FUTURE PERIODS.