2015-12-21T08:48:57-07:00 2015-06-30 990 2014-07-01 590817603 ALLIANCE COMMUNITY FOR RETIREMENT LIVING INC ALLI 3867343481 600 S Florida Ave DeLand FL 327205832 Tim Lochridge VP of Finance/CFO 3867343481 2015-12-21 2014 2016-03-07 17:11:31Z William Anderson 600 S FLORIDA AVE DELAND FL 32720 13599693 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 7 344 75 0 0 85432 214039 12206525 13209433 283719 62298 97102 113923 12672778 13599693 0 0 0 0 7442324 8057867 0 0 61787 5140551 5307580 12582875 13365447 89903 234246 16664515 17422079 16131636 16654954 532879 767125 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 9217074 0 10200151 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. 1319744 0 1929761 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. 952247 0 1079521 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 11489065 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 23 0 1 344 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 0 X X 0 0 0 DONNA DUSS CHAIRMAN OF THE BOARD 1 0 X X 0 0 0 PETER DYS VICE CHAIRMAN OF THE BOARD 1 0 X X 0 441288 38352 REV CHARLES HUGHES BOARD MEMBER 1 0 X 0 59515 10635 STEVEN MINTER BOARD MEMBER 1 0 X 0 0 0 ROBERT M SCOTT TREASURER OF THE BOARD 1 0 X X 0 0 0 ARCHIE WHITE BOARD MEMBER 1 0 X 0 0 0 JOHN W DAVIDSON BOARD MEMBER 1 0 X 0 0 0 TIM LOCHRIDGE ASST TREAS OF BOARD/VP of FINANCE/CFO 1 0 X 0 260486 33911 WILLIAM ANDERSON ASST SEC OF BOARD/EXEC DIRECTOR 1 0 X 120321 0 26478 120321 761289 109376 1 0 1 0 REHABCARE GROUP INC A DIVISION OF KINDRED HEALTHCARE PO BOX 503534 ST LOUIS MO 631503534 THERAPY PROVIDER 878332 1 0 0 0 0 0 214039 0 214039 RESIDENT SERVICES 623000 1929761 1929761 0 0 NET PATIENT SERVICE REVENUE 623000 11279672 11279672 0 0 0 0 0 0 13209433 62298 0 0 62298 0 0 0 0 0 0 0 0 5452 3420 0 0 5452 3420 8872 0 0 8872 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MEALS 812900 36869 0 0 36869 BEAUTY SHOP 812900 29390 0 0 29390 RESIDENT SERVICES 812900 13414 0 0 13414 25378 0 0 25378 105051 13599693 13209433 0 176221 X 0 0 0 0 0 0 0 0 143302 0 143302 0 0 0 0 0 6552961 5802927 750034 0 0 0 0 0 884609 807691 76918 0 476995 432224 44771 0 0 0 0 0 10848 0 10848 0 45180 15180 30000 0 0 0 0 0 0 0 0 0 0 0 1367320 1365640 1680 0 129245 129245 0 0 568617 506040 62577 0 118264 36472 81792 0 0 0 0 0 973801 876420 97381 0 27681 13585 14096 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 669215 326604 342611 0 157952 54655 103297 0 Equipment & Maintenance 285865 280184 5681 0 Food 673486 673486 0 0 30 Free Nursing Days 117490 117490 0 0 Fundraising 61787 0 0 61787 100829 51222 49607 0 13365447 11489065 1814595 61787 131758 337118 1030326 1365148 0 0 1152567 1153695 0 0 0 0 0 0 67354 86991 123205 67889 23600034 12065948 11677978 11534086 2200894 2619207 0 0 0 0 0 0 280433 257945 16664515 17422079 1350665 1487613 0 0 4098418 4503500 9607011 9225979 0 0 0 0 0 0 0 0 1075542 1437862 16131636 16654954 X 385775 620021 147104 147104 0 0 532879 767125 16664515 17422079 234246 0 0 0 0 0 X 0 1 X 1 0 X 79281 66159 563971 85432 214039 1008882 12058175 11799270 11373588 12206525 13209433 60646991 91211 95654 87083 89057 105051 468056 0 0 0 0 0 0 0 0 0 0 0 0 12228667 11961083 12024642 12381014 13528523 62123929 0 0 0 0 0 0 42028 0 7873 3047 19537 72485 42028 0 7873 3047 19537 72485 62051444 222857 15154 180786 291764 71170 781731 0 0 0 0 0 0 222857 15154 180786 291764 71170 781731 0 0 0 0 0 0 0 0 0 0 0 0 12451524 11976237 12205428 12672778 13599693 62905660 0.98642 0.98299 0.01243 0.01581 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 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 0 720 25000 0 0 25214 0 506 0 0 1 0 1 1 0 1340389 1340389 0 15253556 6940976 8312580 0 0 0 0 0 1664344 1312595 351749 0 5341745 3812377 1529368 11534086 0 RESIDENT RESERVES 155020 DUE TO AFFILIATE 677939 DEPOSITS ON UNITS 68186 REFUNDABLE FEES 536717 1437862 Schedule D, Part V, Line 4 ENDOWMENT FUNDS ARE TO HELP IN THE CONSTRUCTION OF THE NEW ASSISTED LIVING FACILITY PHASE TWO AND A SIX PASSANGER GOLF CART FOR OUR ASSISTED LIVING FACILITY. X 1 1 X X 0 0 0 0 0 0 0 0 0 WILLIAM ANDERSON ASST SEC OF BOARD/EXEC DIRECTOR 120692 0 0 0 0 0 0 0 20556 0 141248 0 0 0 PETER DYS VICE CHAIRMAN OF THE BOARD 0 417735 0 20817 0 2736 0 27017 0 11335 0 479640 0 0 TIM LOCHRIDGE ASST TREAS OF BOARD/VP of FINANCE/CFO 0 216270 0 35079 0 9137 0 19277 0 14634 0 294397 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 26125000 0 123455519 10711871 0 0 2196947 0 3007916 0 110349735 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 INCURRENCE 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 GUIDINES 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 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. Form 990, Part IX, Line 11g FEES FOR SERVICE ARE USED FOR CONTRACT LABOR FOR OUR MAINTENANCE NEEDS, CONSULTING FEES PERTAINING TO OUR MEDICAL DIRECTOR AND OUR DIETICIAN, AND FOR THE ANCILLARY EXPENSES ASSOCIATED WITH THERAPY. 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 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 THE LEGACY FOUNDATION AT SHELL POINT INC m 56570 DIRECTLY BILLED FOR SERVICES RENDERED. CHRISTIAN AND MISSIONARY ALLIANCE FND p 359006 DIRECTLY BILLED FOR SERVICES AND EXPENSES.