2014-12-11T13:02:40-06:00 2014-01-31 990 2013-02-01 953472345 Covenant Retirement Communities West COVE 8056870701 2550 Treasure Drive Santa Barbara CA 931054892 Elizabeth Buikema VP of Finance/CFO 7738782294 2014-12-11 2013 2015-11-30 17:44:51Z Elizabeth Buikema 5700 Old Orchard Rd Skokie IL 60077 81366473 0 2650 X www.covenantretirement.org X 1975 CA Care for Senior Adults 21 17 950 148 0 0 1625354 2156631 71252501 72906463 5219430 4728694 1328412 1449434 79425697 81241222 61891 56945 0 0 30186366 31714416 0 0 886385 41648160 41842484 71896417 73613845 7529280 7627377 268258025 303600974 172294351 199804278 95963674 103796696 X As a ministry of the Evangelical Covenant Church, Covenant Retirement Communities celebrates God's gift of life in Christian community. We follow the Great Commandment to love and serve God and one another as taught by Jesus Christ. (SEE SCHEDULE O) 0 0 23916612 56945 36162551 Residential Living:The number of persons who benefited from the services we provided for the year ended January 31, 2014 were as follows:There were 1,089 residents occupying 790 apartments as of 1/31/14. The residency for the fiscal year totaled 385,474 resident days. 7977550 11129028 Assisted Living & Assisted Dementia:The number of persons who benefited from the services we provided for the year ended January 31, 2014 were as follows:There were a total of 165 assisted living residents at 01/31/14. Assisted living residency for the fiscal year totaled 66,894 patient days. 21802512 27083166 Skilled Nursing:The number of persons who benefited from the services we provided for the year ended January 31, 2014 were as follows:There were a total of 199 skilled care patients at 01/31/14.Skilled care residency for the fiscal year totaled 78,382 patient days. The organization was involved in various community benefits projects which include the followingThe Samarkand: - Staff members volunteered a total of 389 hours of their time to various activities and events in the community (equivalent to $41,688)- Residents volunteered a total of 5,255 hours to various activities and events in the community - Hosted monthly student internship programs and training for CNA, Home Health Aide, LVN and other students from the Santa Barbara City College (equivalent to $5,750)- Provided space usage for meetings & events for small (under 35) to large groups (75+ people) including local churches, Gideon's International, Samarkand Neighborhood Association, Santa Barbara Clergy Association, National Charity League, Activity Director Certification Class and Chronic Disease Self Management Workshop (equivalent to $102,857)- Participated in the Recycling project, energy conservation project and Reclaimed Water Irrigation project (equivalent to $300,175)- Monetary Donations to Alaska Christian College, Bridges of Hope, Casa Esperanza, Covenant Radio for Russia, Direct Relief, Covenant Hispanic Seminary, Covenant Kids for Congo, Covenant Women's Project, Covenant World Mission, Covenant World Relief, KICY Radio Alaska, Life Network, Mission Aviation Fellowship, North Park Covenant Seminary, Paul Carlson Partnership, Santa Barbara Community Development Center, Santa Barbara Salvation Army, Santa Barbara Rescue Mission, Gideon's International, Habitat for Humanity, Transition House, Villa Majella, Leadership Resources Group, Inc, Bread for the World and Wycliffe Bible Translators ($15,800 in total)-In-Kind Donations to Direct Relief International ($240 in estimated value)Covenant Village of Turlock:- Staff members volunteered a total of 341 hours of their time to various activities/events in the community including the Alzheimer's Fundraiser, Cancer Walk, Rotary Club, food bank and feeding the homeless, Toastmasters and others (equivalent to $36,838)- Residents volunteered a total of 3,221 hours to various activities/events in the community at the local churches, senior center, local hospital, schools and others. The residents also raised in-kind donations to Turlock Gospel Mission and Turlock Pregnancy Center ($1,500 in estimated value)- Provided space usage for meetings & events for small (under 35) to large groups (75+ people) including the Alzheimer's Support Group, Comfort for Grieving Parents, Loss of Spouse Support Group, Parkinson's Disease Support Group, Lions Club, Community Barbershop, Young at Heart Community Exercise, community recitals, Toastmasters, Turlock Historical Society, local churches, and others (equivalent to $306,350)- Monetary Donation to the Turlock Rotary Club ($691 in total)-In-Kind Donations to CAIRE Center, local thrift stores and others ($5,607 in estimated)Mt. Miguel Covenant Village:- Staff members volunteered a total of 362 hours of their time in various areas of the community such as the Arthritis Walk, Backpack drive, Camp Hope, Helen Woodward Animal Center, Boy Scouts, at local churches and others (equivalent to $24,025)- Residents volunteered a total of 9,349 hours to the different areas of the community such as in local schools, local churches, local libraries, knitting and sewing for various projects, bandages for Congo project, food and clothing distributions to different groups and individuals, tutoring, and others. Residents also raised in-kind donations to the homeless ministry at First Presbyterian Church, Salvation Army, Disabled American Veterans, San Diego Humane Society, Polinsky Children's Center, and San Diego Rescue Mission ($1,615 in estimated value). Additionally, they gave monetary donations to various groups (4,700 in total)- Monetary Donations to Arthritis Walk and Backpack Drive ($3,284 in total).- In-Kind Donations to Crest View Manor and others ($590 in estimated value)- Hosted student internship program for HCC (equivalent to $36,300)- Hosted the Diversity Breakfast Club (equivalent to $1,013 and 15 staff hours)- Provided space usage for meetings and community events for small (under 35) to large groups (75+ people) including Aqua Fitness/Water Aerobics program, UCSD Study on Aging, Health Literacy Physical Fitness, AARP Driver Safety Refresher Course, Accordion Lovers Society International, Fall Harvest Festival Arts and Craft Fair, various music events, free outdoor movie showing, and others (equivalent to $769,000)Covenant Shores:- Staff members volunteered a total of 233 hours in different areas in the community including local churches, Aging on the Rock forum, Mercer Island Women's Club and others (equivalent to $24,850)- Residents volunteered a total of 13,129 hours to various areas in the community including the various knitting and sewing projects, local schools, library, churches, hospitals and nursing homes, food bank, Rotary Club, Lions Club, Mercer Island Parks and Recreation, and others. - Hosted student internship program For NW University and Seattle University nursing students (equivalent to $28,600)- Provided space usage for meeting and community events for small (under 35) to large groups (75+ people) including Diversity Breakfast Club, Argosy Christmas ship event, M.I. Covenant Church and First Covenant Church, M.I. Women's Club, Senior Wellness Fair, Solemates Walking Group and others (equivalent to $57,925)- Monetary Donations to M.I. Historical Society, Free Wheelchair Mission, Pastor Appreciation Luncheon, Solemates Luncheon and Stitched from the Heart ($8,420 in total)- In-kind Donations to Habitat for Humanity and Pastor Appreciation Luncheon ($7,198 in estimated value). 53696674 1 1 0 0 0 0 0 0 1 1 1 1 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 203 0 1 950 1 0 0 0 0 0 1 1 0 0 0 0 X 21 17 0 1 0 0 1 0 1 1 1 1 0 1 1 1 1 1 1 0 1 0 CA X Elizabeth Buikema 7738782294 C/O CRC 5700 Old Orchard Rd Skokie IL 60077 X Jon P Aagaard MD Director 1.00 1.00 X 0 0 0 Rev Richard B Berry Director 1.00 1.00 X 0 0 0 Pamela Christensen Director 1.00 1.00 X 0 0 0 Kara E Davis MD Director 1.00 1.00 X 0 0 0 Rev Harvey Drake Director 1.00 1.00 X 0 0 0 Mark C Eastburg Director 1.00 1.00 X 0 0 0 James Elving Director 1.00 1.00 X 0 0 0 Marc E Espinosa Director 1.00 1.00 X 0 0 0 Carol A Findling Director 1.00 1.00 X 0 0 0 Lorene G Flewellen Director 1.00 1.00 X 0 0 0 Rhoda Friesen Director 1.00 1.00 X 0 0 0 Thomas F Heywood Director 1.00 1.00 X 0 0 0 Donald Hodgkinson Director 1.00 1.00 X 0 0 0 Kathy Holmgren Director 1.00 1.00 X 0 0 0 Jody Holt Director 1.00 1.00 X 0 0 0 Cletus J Moll Director 1.00 1.00 X 0 0 0 Marlene Stante Director 1.00 1.00 X 0 0 0 Anne Vining Director 1.00 1.00 X 0 0 0 David A Dwight Ex-Officio 1.00 40.00 X 0 829154 35518 Rick K Fisk Ex-Officio/President 1.00 40.00 X X 0 591314 20510 Scott Macdonald Ex-Officio 1.00 1.00 X 0 0 0 Gary Walter Ex-Officio 1.00 40.00 X 0 148198 108038 Terri S Cunliffe EVP of Oper/Asst Sec 1.00 40.00 X 0 291900 46580 Elizabeth B Buikema Senior VP/CFO/Treasurer 1.00 40.00 X 0 286641 51818 David G Erickson VP/Asst Secretary 1.00 40.00 X 0 216079 44087 Kathleen Jenkins Dir Admin Srvcs/Asst Secretary 1.00 40.00 X 0 139833 16572 Thad D Rothrock Executive Director 40.00 0.00 X 186010 0 36554 Paul D Peterson Executive Director 40.00 0.00 X 195459 0 23770 Robert Howell Executive Director 40.00 0.00 X 152761 0 13512 Bruce Erickson Executive Director 40.00 0.00 X 110259 0 20677 Dwayne D Gabrielson Admin-Healthcare 40.00 0.00 X 144798 0 34504 Jay S Caddell Admin-Healthcare 40.00 0.00 X 122671 0 885 Lynn M Murphy Director of Nursing 40.00 0.00 X 103558 0 7373 Robert Mann Director of Nursing 40.00 0.00 X 101805 0 14040 1117321 2503119 474438 10 0 1 0 Sodexo Inc & Affiliates 4880 Paysphere Circle Chicago IL 60674 Dining Services 2393390 Pannel Construction Company 9623 Kenora Lane Spring Valley CA 91977 Maintenance/Repair Services 690593 James Johnson 3905 State Street Suite 7-311 Santa Barbara CA 93105 Construction Services 349969 Healthcare Environments Lifestyle Produc PO Box 9290 Hickory NC 28603 Upholstery Services 188295 H Todd Kilbourn 1661 East Olive Way Suite 200 Seattle WA 98102 Architectural Services 152792 5 155675 2000956 2156631 Routine Services 623000 44999041 44999041 Entrance Fees 623000 11907915 11907915 Medicare/Medicaid 623000 9135197 9135197 Ancillary Services 623000 6369444 6369444 Meals 623000 494866 494866 72906463 3729863 3729863 82901 101749 -18848 -18848 -18848 998831 0 998831 998831 998831 23502 155675 23502 0 Support Services 623000 917703 917703 Services to Residents 623000 112077 112077 438502 438502 1468282 81241222 74374745 0 4709846 56945 56945 551051 551051 24108973 20371911 3612266 124796 726817 587403 135335 4079 4367540 3702048 663442 2050 1960035 1556661 393895 9479 409250 409250 75167 75167 47195 47195 5902225 4136556 1764418 1251 583172 228 579606 3338 3091528 2616789 468090 6649 872385 6397 865425 563 4157020 4157020 149488 51269 97490 729 132773 13557 119216 4153287 3022066 1079855 51366 9079688 6607582 2360719 111387 900716 900716 Related Party Activity 5775398 5212896 562502 Dining Services 3092512 3092512 Resident Care 2073446 2073446 Admin & General 774393 27392 747001 572841 306926 257719 8196 73613845 53696674 19030786 886385 63838 1231923 96917 422917 1788041 2501360 2710017 3496655 256971 257271 399904 272625 233749684 102966238 124320600 130783446 40325466 63682972 23625857 16824565 74670414 84127240 268258025 303600974 2449503 3551109 59475936 59648484 69032334 87456816 657182 578440 40679396 48569429 172294351 199804278 X 93218707 100846084 2700452 2906022 44515 44590 95963674 103796696 268258025 303600974 X 7627377 205645 X 0 1 X 1 0 X 770727 1090543 1355050 1625354 2156631 6998305 65618602 66153466 68782939 71252501 72906463 344713971 66389329 67244009 70137989 72877855 75063094 351712276 0 0 0 351712276 6049754 3529628 4037656 5219430 4728694 23565162 6049754 3529628 4037656 5219430 4728694 23565162 72439083 70773637 74175645 78097285 79791788 375277438 0.93720 0.93800 0.06280 0.06200 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 44515 75 44590 42893 1622 44515 42980 -87 42893 0 0 4608401 4608401 181384902 83698283 97686619 34119752 16852294 17267458 13636629 2415661 11220968 130783446 Mortgages 1967320 F Domestic Equity 2880111 F International Equity 4153853 F Hedge Funds & Derivatives 5096759 F Private Equity 2524276 F International Real Estate 202246 F 16824565 Unamortized Debt & Related Expenses 1233036 Other Investments 2944836 Unamortized Original Issue Discount 420467 Intercompany Advance Accounts 79528901 84127240 Deferred Revenue Subject to Refund 29491507 Refundable Contract Liabilities 17500646 Accrued Taxes & Employee Benefits 131795 Other Liabilities 1445481 48569429 X Part IV, Line 2b: Explanation: Resident Trust Fund Account: Per state regulations, an account is made available to Skilled Nursing Facility residents wishing to deposit personal needs funds that they can access as needed. Interest is paid based on the interest received from the bank for those deposited funds and allocated among the individual trust fund accounts based on average balances. Resident Entrance Fee Account: Prospective residents pay an application fee deposit which is carried in an escrow account. At move in, the deposit is applied against the total entrance fee amount and the remainder of the money is collected and put in this account. At the end of the month the resident has moved in, all money is transferred out of the escrow account. Part X, Line 2: Explanation: A FIN 48 footnote was included in the consolidated audited financial statements of Covenant Retirement Communities, Inc. and affiliates which states: "Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken by the Retirement Communities and recognize a tax liability if the Retirement Communities have taken an uncertain position that more likely than not would not be sustained upon examination by the IRS or other applicable taxing authorities. Management has analyzed the tax positions taken by the Retirement Communities and has concluded that as of January 31, 2014, there are no uncertain positions taken or expected to be taken that would require recognition of a liability or disclosure in the consolidated financial statements. The Retirement communities are subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The Retirement Communities believe they are no longer subject to U.S. federal, state, and local, or non-U.S. income tax examinations by tax authorities for years before 2011." CS Benefit Dinner 59650 50914 8736 1742 1025 5969 MMCV Benefit Dinner 68100 61383 6717 4304 1500 913 2 51427 43379 8048 4883 800 2365 179177 155676 23501 10929 3325 9247 23501 0 1 Good Neighbor Fund 9 56945 Part I, Line 2: When a resident's financial need becomes known, consideration is given by the executive director of the facility to determine if the resident qualifies for assistance based on the guidelines established for the fund. Each expenditure from the fund is approved by the executive director. In addition, each year the executive director authorizes an amount from the fund to be released for purposes of hiring an additional social worker to tend to residents daily needs in the skilled nursing facility. This staffing is unique to skilled nursing facilites and is beyond statutory requirements for activities or social work at licensed skilled nursing facilities. X X X 1 1 0 1 0 0 0 0 0 1 0 David A Dwight Ex-Officio 0 515357 0 0 0 313797 0 7650 0 27868 0 864672 0 13274 Rick K Fisk Ex-Officio/President 0 432480 0 56263 0 102571 0 9286 0 21145 0 621745 0 0 Gary Walter Ex-Officio 0 148198 0 0 0 0 0 22230 0 85808 0 256236 0 0 Terri S Cunliffe EVP of Oper/Asst Sec 0 229480 0 17400 0 45020 0 29700 0 19309 0 340909 0 0 Elizabeth B Buikema Senior VP/CFO/Treasurer 0 228915 0 23750 0 33976 0 28600 0 26551 0 341792 0 0 David G Erickson VP/Asst Secretary 0 167268 0 21600 0 27211 0 21569 0 27995 0 265643 0 0 Kathleen Jenkins Dir Admin Srvcs/Asst Secretary 0 87263 0 7500 0 45070 0 3447 0 15636 0 158916 0 13817 Thad D Rothrock Executive Director 164250 0 11122 0 10638 0 14055 0 24614 0 224679 0 0 0 Paul D Peterson Executive Director 125021 0 5610 0 64828 0 3472 0 23598 0 222529 0 0 0 Robert Howell Executive Director 122028 0 0 0 30733 0 2585 0 18564 0 173910 0 0 0 Dwayne D Gabrielson Admin-Healthcare 111124 0 4200 0 29474 0 13954 0 24942 0 183694 0 0 0 Part I, Line 1a The following are available benefits and are treated as taxable compensation: - Health club dues paid for two (2) senior-level employees. - Housing allowance provided for one (1) senior-level employee. - Gross-up payments paid for two (2) senior-level employees. Part I, Line 3 See Schedule O explanation for Form 990 Part VI Section B Line 15 for the methods used to determine CEO compensation. Part I, Line 4b Executive Benefit Plan Covenant Ministries of Benevolence (CMB) provides certain supplemental retirement benefits to its officers and key employees. These benefits are provided through a nonqualified deferred compensation plan, under which a portion of the benefits being earned are subject to a "substantial risk of forfeiture." The supplemental retirement benefits are structured to provide a retention incentive that has been determined by the Compensation Committee of CMB's Board to be of substantial value to the organization. The Committee approves all retirement benefits, together with all other forms of compensation and benefits for these and other executives, in a manner intended to qualify for the rebuttable presumption of reasonableness under the intermediate sanctions rules of federal income tax law. The following listed individuals participated in the Executive Benefit Plan: David Dwight - $64,611 Rick Fisk - $54,257 Terri Cunliffe - $25,682 Elizabeth Buikema - $25,464 David Erickson - $21,995 Kathleen Jenkins - $ 9,837 Thad D. Rothrock - $16,135 Bruce Erickson - $8,800 Dwayne D. Gabrielson - $16,289 Paul D. Peterson - $12,648 Robert Howell - $10,982 Part I, Line 7 The following applies to certain individuals listed on Part VII whose compensation is paid from related organizations: The Executive Compensation Committee (the "Committee") follows a prescribed method for calculating bonuses. The calculation is based on measurable targets determined at the beginning of the year. The Committee has the ability to adjust the dollar value of the calculated awards by up to 10%. The adjustment can be an upward or downward adjustment based on various performance factors. Refer to additional information on the Committee included in Schedule O. Part II, Column B (i): Base compensation for certain individuals may include payments from deferred compensation plans. Part II, Column B (ii): Bonus and incentive compensation - Certain key persons employed by CRC are eligible for incentive compensation as determined by the CRC Board Compensation Committee. Incentives paid in 2013 relate to the achievement of targets for the fiscal year ended 1/31/2013. Part II, Column D: Nontaxable benefits include health insurance premiums paid by the employer and employee. Form 990 - Part III - Line 1 Mission Statement As a ministry of the Evangelical Covenant Church, Covenant Retirement Communities celebrate God's gift of life in Christian community. We follow the Great Commandment to love and serve God and one another as taught by Jesus Christ. That compels us to affirm the dignity of each person and to pursue excellence and financial integrity in all that we do. As we provide a broad range of resources, services and programs to enhance individual and community wellness, we collaborate with residents and families to achieve the best possible results. While seeking to foster independence, we respond to each individual's evolving needs in order to provide the security that assures peace of mind. In living out the mission, the community provides a complete continuum of care from residential living through skilled nursing. Such services are guided by a series of values and goals addressing resident needs, privacy, safety and dignity, including appropriate access to services. In carrying out the mission statement of Covenant Retirement Communities, Covenant Retirement Communties West provided $1,286,924 of free or discounted services to those residents unable to pay all or a portion of their charges, and who meet certain eligibility requirements. Form 990 - Part IV - Line 24a Tax-Exempt Bonds The organization has tax-exempt bonds issued after December 31, 2002 with an outstanding principal of more than $100,000. The bonds are reported on Schedule K of the parent organization. Form 990, Part VI, Section A, line 3 Covenant Retirement Communities West delegated control over management duties to Covenant Retirement Communities, Inc. (CRC), its parent organization. Form 990, Part VI, Section A, line 6 The sole member of Covenant Retirement Communities West (CRC-West) is Covenant Retirement Communities, Inc. (CRC). Form 990, Part VI, Section A, line 7b S 2.4 of Bylaws include reserved powers to the [individual] members such as appointment of president of CRC, changes to mission and strategic plan, approval of certain acquisitions, dispositions and financings, changes to articles and bylaws. Form 990, Part VI, Section B, line 11 Management Review: The draft Form 990 was reviewed by multiple levels of management including the President of CRC, the Vice President of Finance/CFO and the Vice President of Legal Affairs. Board Review: Prior to filing, key provisions of the Form were discussed with the Board of Directors at the Board meeting and the final Form 990 was provided to each Board member. Form 990, Part VI, Section B, line 12c Covenant Retirement Communities, Inc. (CRC) has an Administrative Policy on conflict of interest, identifying the parameters of a conflict of interest and the requirement to disclose any such conflict of interest. Each January, the CRC policy is distributed to CRC board members and officers. They are asked to sign acknowledging receipt of the policy and to disclose if they have any conflicts of interest. If someone is absent from the meeting or fails to return the acknowledgment, there is a follow-up with the individual until the signed acknowledgment is provided. In addition to the above, a separate and more comprehensive questionnaire is sent to the board members, officers, key employees and other interested persons. The completed questionnaires are reviewed by CRC's legal counsel to determine if any actual or potential conflicts exist. If a person becomes an interested person, he or she may be considered in determining whether a quorum is present. The interested person may make a short statement relating to the transaction or arrangement in question, but shall not be present during the discussion and shall not vote on the motion addressing the actual or potential conflict. Form 990, Part VI, Section B, line 15b Covenant Retirement Communities' (CRC) Board of Directors has duly appointed an Executive Compensation Committee (the "Committee"), which is responsible for the review and approval of all compensation and benefits provided to CRC's executive management. The Committee has adopted a written Executive Compensation Philosophy Statement and an Executive Compensation Committee Charter governing the work and review process of the Committee. The Committee follows the procedures described in the Philosophy Statement and the Charter when it reviews and approves the compensation and employee benefits provided to the CRC's senior management. The Committee's review analyzes every element of compensation, including current and deferred compensation, and benefits, including qualified and non-qualified benefits. The Committee conducts its review and approval process at least annually, and approves compensation and benefits only to the extent that the Committee has concluded that the compensation and benefits constitute no more than reasonable compensation for each executive. The Committee consists entirely of disinterested members of the Board, and the Committee works with an independent compensation consultant to prepare and review in advance comprehensive data showing the compensation provided by similarly situated organizations for functionally similar positions. The Committee also prepares a timely and thorough written record of its deliberations and conclusions. As a result, the Committee's review process is designed to satisfy the procedural criteria necessary to qualify for the rebuttable presumption of reasonableness under the federal income tax law intermediate sanctions rules. The resources utilized by the compensation Committee include: 1) independent compensation consultant; 2) written employment contract; 3) compensation survey or study; 4) approval by the board or compensation committee. Form 990, Part VI, Section C, line 18 A copy of the organization's Form 990 is available upon request by contacting the CRC accounting department at 773-878-5744. Form 990, Part VI, Section C, line 19 The governing documents, conflict of interest policy and financial statements are available upon request by contacting the CRC accounting department at 773-878-5744. Form 990 - Part VI - Line 9 Contact Information for Directors and Officers All of the organization's directors and officers can be contacted at this address: Covenant Retirement Communities, Inc. - 5700 Old Orchard Road, Skokie, IL 60077. Form 990 - Part VII - Section A Column B Related Organization Officers and Directors devote approximately 1 hour per week to related organizations except for those individuals that are employees of these related organizations; those individuals devote approximately 40 hours to the organizations at which they are employed. Form 990, Part XI, line 9: Change in Temporarily Restricted Net Assets not included on Income Stmnt 205,570. Change in Permanently Restricted Net Assets not included on Income Stmnt 75. The Samarkand 2550 Treasure Drive Santa Barbara CA 93105 953472345 Continuing Care Retirement Community CA N/A Covenant Village of Turlock 2125 North Olive Ave Turlock CA 95380 953472345 Continuing Care Retirement Community CA N/A Mount Miguel Covenant Village 325 Kempton Street Spring Valley CA 91977 953472345 Continuing Care Retirement Community CA N/A Covenant Shores 9150 Fortuna Drive Mercer Island WA 98040 953472345 Continuing Care Retirement Community WA N/A Evangelical Covenant Church 8303 West Higgins Road Chicago IL 60631 362167730 Church IL 501(c)(3) Line 1 N/A 0 Swedish Covenant Faculty Group (SCFG) 5145 North California Avenue Chicago IL 60625 363686216 Patient Treatment/Education IL 501(c)(3) Line 11a, I Swedish Covenant Hospital 0 Swedish Covenant Hospital 5145 North California Avenue Chicago IL 60625 362179813 Hospital IL 501(c)(3) Line 3 Covenant Ministries of Benevolence 0 Swedish Covenant Hospital Foundation (SCHF) 5145 North California Avenue Chicago IL 60625 205055155 Supporting Organization of SCH IL 501(c)(3) Line 7 Swedish Covenant Hospital 0 SC Insurance Company 6970 E Chauncey Lane Suite 100 Phoenix AZ 85054 273312053 Insurance AZ 501(c)(3) Line 11a, I Swedish Covenant Hospital 0 Coast Asset Management LLC 2450 Colorado Ave Suite 100 E Tower Santa Monica CA 90404 954763400 Hedge Fund Investment CA N/A N/A 0 0 Covenant Village of Portland LP 420 NE Mason St Portland OR 97211 364356838 Assisted Living Community OR N/A N/A 0 0 Swedish Covenant Surgery LLC 5215 N California Avenue Chicago IL 60625 272485300 Outpatient Medical Services IL N/A N/A 0 0 Covenant International Insurance Company Ltd Crawford House 50 Cedar Ave Hamilton BD Insurance BD N/A 0 Covenant Trust Company 5215 Old Orchard Rd Suite 725 Skokie IL 60077 363583163 Financial Services IL N/A C 0 Swedish Covenant Management Services Inc (SCMS) 5145 N California Avenue Chicago IL 60625 364073303 Physician Practice Management IL N/A C 0 Swedish Covenant Managed Care Alliance (SCMCA) 2740 W Foster Suite 409 Chicago IL 60625 364118659 Physician - Hospital Organization IL N/A C 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 Covenant Retirement Communities Inc A 1528552 Covenant Retirement Communities Inc P 7457004 Covenant Trust Company P 555505