2018-02-15T14:35:34-08:00 2017-03-31 Blazek & Vetterling 2900 Weslayan Suite 200 Houston TX 770275132 990 2016-04-01 741157354 Holly Hall HOLL 7137999031 2000 Holly Hall St Houston TX 77054 Christian Dominguez Director of Finance 2018-02-15 true Jody Blazek P00072674 7134395739 X 2016 2021-01-29 14:40:06Z Amy S Ward 18637175 false false X www.hollyhall.org X 1949 TX Christian retirement community offering care for independent, assisted, and healthcare living for residents in a loving, home-like facility. Holly Hall subsidizes some of the residents that cannot cover their cost of care. 51 50 254 5 0 622862 559719 9405700 9754772 526709 1018181 6114 3930 10561385 11336602 251335 281641 0 6117027 6761207 0 222913 7200059 7763265 13568421 14806113 -3007036 -3469511 48760108 48159780 2840986 3939853 45919122 44219927 The mission of Holly Hall is to provide pleasant living accommodations on beautifully maintained grounds for men and women whose needs vary in their retirement years; where church-supported ministries of pastoral care and worship are an integral part of community life; where good food, activities and life-enrichment programs add life to years; and, where a state-licensed nursing section fulfills the basic health care needs of the residents in ways that add years to life. Holly Hall concentrates on the health and well-being of the whole person spiritually, physically and mentally. false false 12171868 281641 9754772 Holly Hall Retirement Community is a unique, non-denominational Christian retirement community for those 65 years of age or older. Governed by a 51-member Board of Directors, Holly Hall provides a continuum of care ranging from independent living to assisted living to full nursing care. Holly Hall has the capacity to serve 213 residents between all three levels of care. One of the hallmarks of Holly Halls care and commitment to its residents is that it covers the cost of care for residents who, over time, are no longer able to do so as they transition from Independent Living, to Assisted Living to Healthcare. Through the generosity of supporters from the community, Holly Hall is able to fill the gap for residents unable to do so. The number of people who receive a subsidy from Holly Hall varies each year and is based purely on need. 12171868 true true false false false false false false false true true false false true true false false true false false false false false false false false false false true false false false false false false false false false false false false true false false false false true true false false false true 69 0 true 254 true false false false false false false false false 0 false false false false false false false false false false X 51 50 true true false false false false false true true false false true true true true true true true false false X Amy Ward 7137999031 2000 Holly Hall St Houston TX 77054 Ty Whitcomb President 7.50 0.00 X X 0 0 0 Rock N Houstoun President-Elect 2.50 0.00 X X 0 0 0 Sam Moreton Financial VP 2.50 0.00 X X 0 0 0 Tammy Jenkins Secretary 2.50 0.00 X X 0 0 0 Bob Parkey Treasurer 2.50 0.00 X X 0 0 0 Bain Pearson Pitts Parliamentarian 2.50 0.00 X X 0 0 0 Vicki Lange Im Past Pres 7.50 0.50 X 0 0 0 Linnie Edwards Member at Large 2.50 1.00 X 0 0 0 Pat Houstoun Member at Large 2.50 0.00 X 0 0 0 Diann Lewter Member at Large 2.50 0.00 X 0 0 0 Mary Elizabeth Merrill Member at Large 2.50 0.00 X 0 0 0 Liz Rigney Member at Large 2.50 0.00 X 0 0 0 Mopsy Andrews Board Member 0.50 0.00 X 0 0 0 Cathy Arnold Board Member 0.50 0.00 X 0 0 0 Carolyn Betti Board Member 0.50 0.00 X 0 0 0 Pam Brasseux Board Member 0.50 0.00 X 0 0 0 Jim Buaas Board Member 0.50 0.00 X 0 0 0 Art Callaham Board Member 0.50 0.00 X 0 0 0 Dean Callender Board Member 0.50 0.00 X 0 0 0 JoAnne Cassin Board Member 0.50 0.00 X 0 0 0 Nancy Craig Board Member 0.50 0.00 X 0 0 0 Douglas Dalton Board Member 0.50 0.00 X 0 0 0 Ellen Donnelly Board Member 0.50 0.00 X 0 0 0 Deborah Dunkum Board Member 0.50 0.00 X 0 0 0 Vaunette Fay Board Member 0.50 0.00 X 0 0 0 Cheri Fossler Board Member 0.50 0.00 X 0 0 0 Kyle Frazier Board Member 0.50 0.00 X 0 0 0 John W Howard Board Member 0.50 0.00 X 0 0 0 Leslie King Board Member 0.50 0.00 X 0 0 0 Cynthia Lange Board Member 0.50 0.00 X 0 0 0 Janet Lionberger Board Member 0.50 0.00 X 0 0 0 Sandy Maun Board Member 0.50 0.00 X 0 0 0 Gracie McClure Board Member 0.50 0.00 X 0 0 0 Julie McIlheran Board Member 0.50 0.00 X 0 0 0 Jerry L McNeill Board Member 0.50 0.00 X 0 0 0 Tom Menges Board Member 0.50 0.00 X 0 0 0 Richard R Nelson III Board Member 0.50 0.00 X 0 0 0 Marje Nelson Board Member 0.50 0.00 X 0 0 0 Camille Patton Board Member 0.50 0.00 X 0 0 0 Mary Bain Pearson Board Member 0.50 0.00 X 0 0 0 Penny Pressler Board Member 0.50 0.00 X 0 0 0 Ann Reed Board Member 0.50 0.00 X 0 0 0 Bob Roush Board Member 0.50 0.00 X 0 0 0 Pam Schwab Board Member 0.50 0.00 X 0 0 0 Eyck Alicia Ten Director 0.50 0.00 X 0 0 0 David M underwood Jr Board Member 0.50 0.00 X 0 0 0 Charles Vetters Jr Board Member 0.50 0.00 X 0 0 0 Pat Wallace Board Member 0.50 0.00 X 0 0 0 Martha S Walton Board Member 0.50 0.00 X 0 0 0 Anita Wilson Board Member 0.50 0.00 X 0 0 0 Jane Wise Board Member 0.50 0.00 X 0 0 0 Diane Parmer ED to Aug 16 40.00 0.00 X 102785 0 0 John Lange Interim ED 40.00 0.00 X 0 0 0 Amy Ward Dir Operations 40.00 0.00 X 105690 0 0 Christian Dominguez Dir of Finance 40.00 0.00 X 102111 0 3979 Keishia Bowers RN 57.00 0.00 X 121015 0 1172 431601 5151 4 false false false Physical Therapy International 132 Eldridge Sugar Land TX 77478 Physical Therapy 1438527 Rockit Consulting 14655 Northwest Fwy Ste 119 Houston TX 77040 IT Services 460607 Ethicus Healthcare Management LLC 3 Riverway Houston TX 77056 Management services 198818 UBS 4400 Post Oak Parkway Houston TX 77027 Investment advisor 185026 4 559719 78927 559719 Community fees 900099 242310 242310 Healthcare program fees 623000 5129286 5129286 Residential program fees 623000 4383176 4383176 9754772 493728 493728 0 3930 3930 0 7825026 7300573 524453 524453 524453 0 0 0 0 11336602 9754772 1022111 X 0 281641 281641 0 0 310586 264329 39572 6685 0 5245760 4464490 668369 112901 178445 15640 161462 1343 570555 123748 419905 26902 455861 201004 238129 16728 198818 103344 95474 4010 4010 70804 15730 51745 3329 0 0 185026 185026 1651799 1411458 239181 1160 94399 20450 69622 4327 252461 121616 89520 41325 62357 46498 15426 433 0 663209 639842 21497 1870 4848 4848 0 23718 1963 21340 415 0 0 1675594 1630499 41199 3896 298020 259835 37564 621 Medicare/Medicaid expenses 1159128 1159128 Food services 574393 574393 Program supplies and equip 378180 378180 Repairs & maintenance 354521 341252 12291 978 111980 111980 14806113 12171868 2411332 222913 101404 327965 0 33200 1000 332664 488807 0 0 0 0 27448 53913 40738527 18199093 23354723 22539434 18810651 18370658 0 0 0 6100018 6378003 48760108 48159780 631346 808744 425903 678027 1000000 1783737 1453082 2840986 3939853 X 37740263 35641208 7278594 7678454 900265 900265 45919122 44219927 48760108 48159780 X -3469511 835605 -21177 955888 X false true X true false X 944750 388353 391442 622862 559719 2907126 8221645 8388663 9605536 9405700 9754772 45376316 0 0 0 9166395 8777016 9996978 10028562 10314491 48283442 20000 10000 20000 50000 0 20000 10000 20000 50000 48233442 697599 870704 778728 566875 497658 3411564 0 697599 870704 778728 566875 497658 3411564 0 0 9863994 9647720 10775706 10595437 10812149 51695006 0.93300 0.92580 0.06600 0.07360 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1955841 51058 2006899 1998654 -42813 1955841 1913147 85507 1998654 1902258 10889 1913147 0.44860 0.55140 false false false 3385346 3385346 35468756 17084409 18384347 1416106 1114684 301422 468319 468319 22539434 Beneficial interests in trusts 6376034 Due from Endowment 1969 6378003 Accrued pension costs 1215908 Resident deposits 237174 1453082 12160655 835605 455115 1290720 10869935 185026 281641 466667 11336602 14348067 8621 8621 14339446 185026 281641 466667 14806113 Part V, Line 4: Intended uses of the endowment fund. The endowment fund was established to provide for the future needs of Holly Hall and its residents. Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 Change in value of beneficial interest $455115 Part XI, Line 4b: Other revenue amounts included on 990 but not included in F/S Housing subsidy $281641 Part XII, Line 2d: Other expenses and losses per audited F/S Endowment Expenses $8621 Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S Housing subsidy $281641 true 0 0 Housing Subsidy 5 281641 Grantmaker's Description of How Grants are Used Holly Hall is able to fill the gap for residents unable to do so. The number of people who receive a subsidy from Holly Hall varies each year and is based purely on need. Ethicus Healthcare Mgmt Bd mmbr spouse owned 198818 Management services false X 1 78927 NYSE false true false Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et Tammy Jenkins and Camille Patton have a family relationship.Bain Pearson Pitts and Mary Bain Pearson have a family relationship. Form 990, Part VI, Line 3: Description of Delegated Duties to Management Company Holly Hall has contracted with Ethicus Healthcare Management, LLC to perform anumber of management duties. The services include financial and managerial oversight, as well as other operations related consulting. During YE 3/31/17 Ethicus personnel served as the organization's top management official. Form 990, Part VI, Line 11b: Form 990 Review Process The Treasurer and/or VP of Finance, Executive Director and Director of Accounting initially review and approve a draft copy of the entity's Form 990. A copy of the Form 990 is made available to the board prior to filing. Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts Annually Directors review and sign a conflict of interest statement. Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management The Executive Board Committee has responsibility for matters concerning selection, evaluation, retention, remuneration, and dismissal of key personnel including the executive director. The Executive Board Committee has relied on local wage comparisons from salary.com and an informal survey of area nonprofit clinics as compensation guidelines. The information is reviewed by the Executive Committee to be used, in conjunction with an annual performance review, to determine the salary of the Executive Director. Form 990, Part VI, Line 19: Other Organization Documents Publicly Available All information is available upon request. Other Changes In Net Assets Or Fund Balances - Other Increases Change in value of beneficial interest = $455115 Other Changes In Net Assets Or Fund Balances - Other Increases Pension liability adjustment = $500773 Holly Hall Endowment Foundation 2000 Holly Hall Street Houston TX 77054 462695510 To support Holly Hall TX 501(c)(3) 509(a)(3) I Holly Hall true false false false false false false false false false false false false false true true false false false false