2017-05-12T10:14:57-07:00 2016-06-30 990 2015-07-01 590817603 ALLIANCE COMMUNITY FOR RETIREMENT LIVING INC ALLI 3867343481 600 S Florida Ave DeLand FL 327205832 Tim Lochridge VP of Finance/CFO 3867343481 2017-05-12 2015 2021-01-29 14:40:06Z William Anderson 600 S Florida Ave DeLand FL 32720 13601846 0 X X 1961 FL We are committed to honoring God and Individuals through providing a comprehensive continuum of housing, health care, and other services which promote Christian fellowship, independence, and quality of life. 8 7 363 70 0 0 214039 184032 13209433 13284995 62298 22322 113923 109264 13599693 13600613 0 0 0 0 8057867 8168486 0 0 59159 5307580 5097291 13365447 13265777 234246 334836 17422079 18657174 16654954 17555213 767125 1101961 The Alliance Community for Retirement Living has homes, apartments, assisted living facilities and a full nursing center to offer as much independence and health care that is necessary in an environment that is surrounded by a supportive Christian fellowship and ministry which is supported by the Chapel that we have right on campus. 0 0 9286818 10097334 CENTER FOR HEALTH CARE - THE EXEMPT PURPOSE OF THE ALLIANCE COMMUNITY IS TO SERVE THE SPIRITUAL, SOCIAL, AND PHYSICAL NEEDS OF AGING PERSONS IN A CARING ENVIRONMENT OF A CHRISTIAN COMMUNITY. ACCORDINGLY, A NURSING CENTER CONSISTING OF 130 BEDS IS PROVIDED TO SERVE THIS PURPOSE. 1328562 2067291 RETIREMENT CENTER - THE EXEMPT PURPOSE OF THE ALLIANCE COMMUNITY IS TO SERVE THE SPIRITUAL, SOCIAL, AND PHYSICAL NEEDS OF AGING PERSONS IN A CARING ENVIRONMENT OF A CHRISTIAN COMMUNITY. ACCORDINGLY, A RETIREMENT CENTER CONSISTING OF 64 HOMES AND 49 APARTMENTS ARE PROVIDED TO SERVE THE PURPOSE FOR INDEPENDENT LIVING WITH THE SURROUNDINGS OF A SPIRITUAL AND SOCIAL COMMUNITY LIFE. 992936 1120370 CENTER FOR ASSISTED LIVING FACILITIES- THE EXEMPT PURPOSE OF THE ALLIANCE COMMUNITY IS TO SERVE THE SPIRITUAL, SOCIAL, AND PHYSICAL NEEDS OF AGING PERSONS IN A CARING ENVIRONMENT OF A CHRISTIAN COMMUNITY. THE ASSISTED LIVING FACILITIES HAVE A TOTAL OF 36 UNITS PROVIDING THIS ENVIRONMENT. 0 0 0 11608316 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 21 0 1 363 1 0 0 0 0 0 0 X 8 7 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 FL X THE ALLIANCE COMMUNITY KELLI WETTERSTROM 3867343481 600 S FLORIDA AVE DELAND FL 32720 DR PAUL CASS SECRETARY OF THE BOARD 1 X X 0 0 0 DONNA DUSS CHAIRMAN OF THE BOARD 1 X X 0 0 0 PETER DYS VICE CHAIRMAN OF THE BOARD 1 X X 0 446658 29274 REV CHARLES HUGHES BOARD MEMBER 1 X 0 59893 10808 STEVEN MINTER BOARD MEMBER 1 X 0 0 0 ROBERT M SCOTT TREASURER OF THE BOARD 1 X X 0 0 0 ARCHIE WHITE BOARD MEMBER 1 X 0 0 0 JOHN W DAVIDSON BOARD MEMBER 1 X 0 0 0 TIM LOCHRIDGE ASST TREAS OF BOARD/VP of FINANCE/CFO 1 X 0 240127 32611 WILLIAM ANDERSON ASST SEC OF BOARD/EXEC DIRECTOR 1 X 130482 0 20767 130482 746678 93460 1 0 1 0 REHABCARE GROUP INC A DIVISION OF KINDRED HEALTHCARE PO BOX 503534 ST LOUIS MO 631503534 THERAPY PROVIDER 797979 EVERGREEN CONSTRUCTION MANAGEMENT INC 866 SOUTH DUNCAN DR TAVARES FL 32778 CONSTRUCTION SERVICES TO REMODEL NURSING CTR 103087 KEN GOLDBERG CONSTRUCTION CO LLC 538 CYGNET LANE DELAND FL 32724 CONSTRUCTION SERVICES TO BUILD DUPLEX 199022 PINKERTON AND LAWS OF FLORIDA INC 1165 NORTHCHASE PARKWAY SE SUITE 100 MARIETTA GA 30067 CONSTRUCTION SERVICES IN BUILDING ASSISTED LIVING BLD 1113590 4 0 0 0 0 0 184032 0 184032 RESIDENT SERVICES 623000 2067291 2067291 0 0 NET PATIENT SERVICE REVENUE 623000 11217704 11217704 0 0 0 0 0 0 13284995 22322 0 0 22322 0 0 0 0 0 0 0 0 7812 3540 0 0 7812 3540 11352 0 0 11352 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 250 1233 -983 0 0 -983 MEALS 812900 30837 0 0 30837 BEAUTY SHOP 812900 33304 0 0 33304 RESIDENT SERVICES 812900 16010 0 0 16010 18744 0 0 18744 98895 13600613 13284995 0 131586 0 0 0 0 0 0 0 0 151534 0 151534 0 0 0 0 0 6618142 6030580 587562 0 0 0 0 0 908731 845319 63412 0 490079 445926 44153 0 0 0 0 0 1250 0 1250 0 43040 11040 32000 0 0 0 0 0 0 0 0 0 0 0 1238859 1238859 0 0 137130 137130 0 0 578815 533035 45780 0 128049 43313 84736 0 0 0 0 0 914368 822931 91437 0 22514 13586 8928 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 669028 315550 353478 0 171094 89282 81812 0 Equipment & Maintenance 297384 291498 5886 0 Food 654593 654593 0 0 30 Free Days Care 86122 86122 0 0 Fundraising 59159 0 0 59159 95886 49552 46334 0 13265777 11608316 1598302 59159 337118 537613 1365148 1028221 0 0 1153695 1368588 0 0 0 0 0 0 86991 109252 67889 98818 25692083 12679913 11534086 13012170 2619207 2253032 0 0 0 0 0 0 257945 249480 17422079 18657174 1487613 1384663 0 0 4503500 4500434 9225979 8824947 0 0 0 0 0 0 0 0 1437862 2845169 16654954 17555213 X 620021 931029 147104 170932 0 0 767125 1101961 17422079 18657174 334836 0 0 0 0 0 X 0 1 X 1 0 X 66159 563971 85432 214039 184032 1113633 11799270 11373588 12206525 13209433 13284995 61873811 95654 87083 89057 105051 98895 475740 0 0 0 0 0 0 0 0 0 0 0 0 11961083 12024642 12381014 13528523 13567922 63463184 0 0 0 0 0 0 7873 3047 19537 42618 73075 0 7873 3047 19537 42618 73075 63390109 15154 180786 291764 71170 33674 592548 0 0 0 0 0 0 15154 180786 291764 71170 33674 592548 0 0 0 0 0 0 0 0 0 0 0 0 11976237 12205428 12672778 13599693 13601596 64055732 0.98961 0.98642 0.00925 0.01243 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 147104 102137 0 0 77777 0 171464 2926 155315 0 0 11137 0 147104 391776 29580 0 0 418430 0 2926 0 502336 0 0 110560 0 391776 506 0 0 0 506 0 0 0 0 1 0 1 1 0 1340389 1340389 0 15251166 7291061 7960105 0 0 0 0 0 1818302 1383907 434395 0 7282226 4004945 3277281 13012170 0 RESISENT RESERVES 176547 DUE TO AFFILIATE 2017201 DEPOSITS ON UNITS 58025 REFUNDABLE FEES 593396 2845169 Schedule D, Part V, Line 4 ENDOWMENT FUNDS ARE TO HELP IN THE REMOLDING OF THE ACTIVITY BUILDING, THE OLDER ASSISTED LIVING UNIT, AND HELP WITH SOME EQUIPMENT NEEDS IN OUR DEMENTIA UNIT. X 1 1 X X 0 0 0 0 0 0 0 0 0 WILLIAM ANDERSON ASST SEC OF BOARD/EXEC DIRECTOR 130482 0 0 0 0 0 0 0 20767 0 151249 0 0 0 PETER DYS VICE CHAIRMAN OF THE BOARD 0 429205 0 16217 0 1236 0 24009 0 5265 0 475932 0 0 TIM LOCHRIDGE ASST TREAS OF BOARD/VP of FINANCE/CFO 0 221270 0 8477 0 10380 0 17147 0 15464 0 272738 0 0 Schedule J, Part I, Line 1a THE PRESIDENT APPROVES THE VP REQUESTS FOR PAYMENTS, AND THE CFO APPROVES THE PRESIDENT'S REQUESTS FOR PAYMENT. THESE FEES ARE INCLUDED AS TAXABLE INCOME EACH YEAR ON THEIR W-2's. A LEE COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY 591793462 52349ECM0 2007-04-05 121372432 REFUNDING OF 1999 A & C BONDS 0 0 0 A 30370000 0 135668921 10711871 0 0 2196947 0 0 0 123328352 0 2007 0 1 1 1 A 0 0 0 0 0 0 0 0 0 1 A 1 0 0 0 0 1 A 1 Form 990, Part VI, Section A, Line 6 THE CORPORATION HAS ONLY ONE CLASS OF MEMBERS. THE MEMBERS OF THE CORPORATION ARE THE MEMBERS OF THE BOARD OF DIRECTORS OF THE CHRISTIAN & MISSIONARY ALLIANCE, INC. Form 990, Part VI, Section A, Line 7a THE CORPORATION'S BOARD OF DIRECTORS (GOVERNING BODY) IS ELECTED BY THE MEMBERS OF THE CORPORATION. Form 990, Part VI, Section A, Line 7b CERTAIN DECISIONS OF THE GOVERNING BODY (THE INCURENCE OF DEBT, FOR EXAMPLE) ARE SUBJECT TO APPROVAL BY THE MEMBERS OF THE CORPORATION. Form 990, Part VI, Section B, Line 11b THE 990 WAS COMPLETED BY THE ACCOUNTING MANAGER, A DRAFT WAS PRESENTED TO THE VP OF FINANCE/CFO TO BE REVIEWED AND AUDITED. THE FINAL VERSION WAS THEN E-MAILED TO ALL BOARD MEMBERS BEFORE IT WAS FILED WITH THE IRS. Form 990, Part VI, Section B, Line 12c EMPLOYEES HAVE AN OBLIGATION TO CONDUCT BUSINESS WITHIN GUIDELINES THAT PROHIBIT ACTUAL OR POTENTIAL CONFLICTS OF INTEREST. THIS POLICY ESTABLISHES THE FRAMEWORK WITHIN WHICH THE ALLIANCE COMMUNITY FOR RETIREMENT LIVING, INC (ACRL) OPERATES ITS BUSINESS. THE PURPOSE OF THESE GUIDELINES IS TO PROVIDE GENERAL DIRECTION SO THAT EMPLOYEES MAY SEEK FURTHER CLARIFICATION ON ISSUES RELATED TO THE SUBJECT OF ACCEPTABLE STANDARDS OF OPERATION. TRANSACTIONS WITH OUTSIDE FIRMS MUST BE CONDUCTED WITHIN A FRAMEWORK ESTABLISHED AND CONTROLLED BY THE EXECUTIVE DIRECTOR, THE DIRECTOR OF OPERATIONS, THE DIRECTOR OF HEALTHCARE SERVICES, THE DIRECTOR OF MARKETING AND SALES AND THE ACRL BOARD OF DIRECTORS. BUSINESS DEALINGS WITH OUTSIDE FIRMS SHOULD NOT RESULT IN UNUSUAL GAINS FROM THOSE FIRMS. PROMOTIONAL PLANS THAT COULD BE INTERPRETED TO INVOLVE UNUSUAL GAIN REQUIRE THE EXECUTIVE DIRECTOR'S APPROVAL. COMPLIANCE WITH THIS POLICY AND PROCEDURED IS THE RESPONSIBILITY OF EVERY ACRL EMPLOYEE. DISREGARDING OR FAILING TO COMPLY COULD LEAD TO DISCIPLINARY ACTION, UP TO AND INCLUDING POSSIBLE TERMINATION OF EMPLOYMENT. Form 990, Part VI, Section B, Line 15 BARBARA MANNY WITH BENEFITS AND COMPENSATION RESOURCES, LLC CONDUCTED THE REVIEW. THE ACTUAL REVIEW FOR PETER DYS, PRESIDENT, WAS STARTED IN LATE 2006 WITH BOARD APPROVAL OCCURING IN MAY 2007. THE REVIEW PROCESS WAS THE SAME FOR TIM LOCHRIDGE, CFO, WHICH ALSO STARTED IN LATE 2006 AND RECEIVED APPROVAL IN MAY OF 2007. Form 990, Part VI, Section C, Line 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. CHRISTIAN AND MISSIONARY ALLIANCE FND 15000 SHELL POINT BLVD SUITE 1 FORT MYERS FL 339081637 591166437 RETIREMENT COMMUNITY FL 501(c)(3) TYPE 9 CMA INC 0 CHRISTIAN AND MISSIONARY ALLIANCE INC P O BOX 3500 COLORADO SPRINGS CO 80935 131623940 CHURCH CO 501(c)(3) TYPE 1 N/A 0 THE LEGACY FOUNDATION AT SHELL POINT INC 15010 SHELL POINT BLVD FORT MYERS FL 33908 800002415 FUNDRAISING FL 501(c)(3) TYPE 9 CMA INC 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 CHRISTIAN AND MISSIONARY ALLIANCE FND e 2000000 THE AMOUNT WAS DETERMINED BY THE CONTRACTOR BASED ON THE BLUE PRINTS FOR THE CONTRUCTION OF NEW ASSISTED LIVING BUILDING THAT WAS BUILT THIS YEAR. THE LEGACY FOUNDATION AT SHELL POINT INC m 57432 DIRECTLY BILLED FOR SERVICES RENDERED. CHRISTIAN AND MISSIONARY ALLIANCE FND p 377334 DIRECTLY BILLED FOR SERVICES AND EXPENSES. ADDITIONAL TIME WAS REQUIRED TO ACCUMULATE THE INFORMATION NECESSARY TO FILE A COMPLETE AND ACCURATE RETURN.