CHRISTIAN & MISSIONARY ALLIANCE FOUNDATION INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- CHRISTIAN & MISSIONARY ALLIANCE FOUNDATION INC (EIN 59-1166437)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-05-14
- IRS object ID
- 201441349349308119
- Schema version
- 2012v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule I
- Schedule J
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-05-14T18:32:50-05:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 South Tejon Suite 800 | AddressLine1 |
| City | Colorado Springs | City |
| State | CO | State |
| ZIP Code | 809039848 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 591166437 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Christian & Missionary Alliance Fnd | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % KAREN URBANOWICZ | InCareOfName |
| Name Control | CHRI | NameControl |
| Phone | 2394661111 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15000 Shell Point Blvd | AddressLine1 |
| Address Line2 | Suite 100 | AddressLine2 |
| City | Fort Myers | City |
| State | FL | State |
| ZIP Code | 33908 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Tim Lochridge | Name |
| Title | CFO | Title |
| Phone | 7194714290 | Phone |
| Date Signed | 2014-03-15 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7194714290 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
Doing Business As DoingBusinessAs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Shell Point Retirement Community | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Peter Dys | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15000 Shell Point Blvd STE 100 | AddressLine1 |
| City | Fort Myers | City |
| State | FL | State |
| ZIP Code | 33908 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 98047087 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.shellpoint.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1967 | YearFormation |
| State Legal Domicile | FL | StateLegalDomicile |
| Activity Or Mission Description | Shell Point Retirement Community, a nonprofit ministry of the Christian and Missionary Alliance Foundation, Inc., is dedicated to the service of God and the care of His people. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 14 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 11 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1139 | TotalNbrEmployees |
| Total Nbr Volunteers | 1040 | TotalNbrVolunteers |
| Total Gross UBI | 1726556 | TotalGrossUBI |
| Contributions Grants Prior Year | 575703 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 575769 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 85611622 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 89330388 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 471607 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1035876 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 4237613 | OtherRevenuePriorYear |
| Other Revenue Current Year | 4237611 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 90896545 | TotalRevenuePriorYear |
| Total Revenue Current Year | 95179644 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 514577 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 274689 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 36749960 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 38389559 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 27271 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 49142942 | OtherExpensePriorYear |
| Other Expenses Current Year | 49626240 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 86407479 | TotalExpensesPriorYear |
| Total Expenses Current Year | 88290488 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 4489066 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 6889156 | RevenuesLessExpensesCY |
| Total Assets BOY | 440401183 | TotalAssetsBOY |
| Total Assets EOY | 447282411 | TotalAssetsEOY |
| Total Liabilities BOY | 382426244 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 380774305 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 57974939 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 66508106 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | SHELL POINT RETIREMENT COMMUNITY IS A CONTINUING CARE RETIREMENT COMMUNITY WITH A FULL RANGE OF WELLNESS, RECREATIONAL, SOCIAL AND SPIRITUAL PROGRAMS AND THE SERVICES OF A PROFESSIONAL STAFF. IN CARRYING OUT OUR MISSION, SHELL POINT ASPIRES TO EXCELLENCE BY CARING, SERVING AND SATISFYING OUR RESIDENTS AND EMPLOYEES. SHELL POINT IS NATIONALLY ACCREDITED BY THE CONTINUING CARE ACCREDITATION COMMISSION--THE INDUSTRY'S MOST SOUGHT-AFTER RECOGNITION OF EXCELLENCE. SHELL POINT PROVIDES A BROAD CONTINUUM OF QUALITY RESIDENTIAL ALTERNATIVES AND SERVICES, DESIGNED TO ENHANCE THE INDEPENDENCE AND DIGNITY OF ITS RESIDENTS THROUGH SPIRITUAL, SOCIAL, RECREATIONAL, AND PHYSICAL PROGRAMS. SHELL POINT CURRENTLY PROVIDES THESE SERVICES TO MORE THAN 2,200 SENIOR ADULTS IN A COMMUNITY COMPRISED OF THREE ADJACENT NEIGHBORHOODS WITH INDEPENDENT LIVING, ASSISTED LIVING, AND SKILLED NURSING. SHELL POINT PROVIDES EMPLOYMENT AND OPPORTUNITY FOR CONTINUED GROWTH AND PERSONAL DEVELOPMENT TO APPROXIMATELY 850 PEO | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 68774048 | Expense |
| Revenue | 60362325 | Revenue |
| Description | Health Care Services--A major factor which brings a resident to a continuing care facility is access to life-care. Shell Point, with five physicians on staff offers the very best in gerontological care. The 219-bed Pavilion at Shell Point provides a variety of healthcare services including physical therapy, long-term nursing care, Alzheimer's and memory care, and hospice care. In addition, the Pavilion offers professionally staffed activities programs, a waterfront dining room, beauty salon, and family and resident involvement in care planning. Shell Point also offers two assisted living facilities for the resident whose quality of life is improved by supportive services. Kings Crown is a 120 unit facility on the island, and the Arbor is a 132 unit building located in the Woodlands. Both offer beautifully designed apartments, elegant dining room with table service, individualized personal care, 24-hour nurse availability, specialized activities programs, and weekly housekeeping. Shell Point also offers a full-service medical center, dental clinic, professionally staffed social services, Medicare/insurance billing services, licensed home healthcare agency, specialist services, support groups, and an on-site pharmacy with free home delivery. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 8365349 | Expense |
| Grants | 274689 | Grants |
| Revenue | 28421293 | Revenue |
| Description | Property Maintenance & Management--As one of the top retirement communities in the country, Shell Point recognizes the importance of maintaining and managing the property to the high level of standards our residents have come to expect. In addition to general preventive maintenance, there is specialty maintenance on staff to service air conditioning, plumbing, and electrical. There are also 24-hour emergency maintenance services. Shell Point provides weekly housekeeping and laundry services to our residents. Landscape management is on-going with mowing, trimming, planting, mulching, pest control, and fertilizing. Security plays a very important role in the overall feeling of wellbeing. Shell Point is a gated community with 24-hour staffed entrance gates and surveillance. Property lines that are bordered by water are monitored with infra-red devices. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2001214 | Expense |
| Revenue | 958996 | Revenue |
| Description | Food Service Program --A very important service to the life care community is its food service program. Many residents cannot leave the facility and dining becomes a social event. In addition to the beautifully appointed dining rooms, Shell Point offers its residents special services such as catering, meal delivery, and take-home meals for holidays and large gatherings. Residents may also arrange private functions for special events such as birthday and anniversary celebrations in one of the private dining rooms. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenue | 1274083 | Revenue |
| Description | RESIDENT ACTIVITIES | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Rev | 1274083 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 79140611 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | true | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 111 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 1139 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 14 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 11 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | true | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | KAREN URBANOWICZ | NamePerson |
| Telephone Number | 2394542231 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15000 SHELL POINT BLVD STE 100 | AddressLine1 |
| City | Fort Myers | City |
| State | FL | State |
| ZIP Code | 339081637 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (24 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|---|
| WANDA ANDERSON | |||||||||
| BOARD MEMBER | 1.0 | 40.0 | X | 92413 | 13281 | ||||
| DR PAUL T CASS | |||||||||
| BOARD MEMBER | 1.0 | X | |||||||
| JOHN W DAVIDSON | |||||||||
| TREASURER | 1.0 | X | X | ||||||
| REV CHARLES B DEWITT | |||||||||
| SECRETARY | 1.0 | X | X | ||||||
| DONNA J DUSS | |||||||||
| VICE-CHAIR | 1.0 | X | X | ||||||
| DR JAMES D GLENN | |||||||||
| BOARD MEMBER | 1.0 | X | |||||||
| JAY HIBBARD | |||||||||
| BOARD MEMBER | 1.0 | X | |||||||
| REV MARK T O'FARRELL | |||||||||
| chair | 1.0 | X | X | ||||||
| DR MICHAEL G SCALES | |||||||||
| BOARD MEMBER | 1.0 | 40.0 | X | 202598 | 81725 | ||||
| MARTIN C SCHAPPELL | |||||||||
| BOARD MEMBER | 1.0 | X | |||||||
| ROBERT M SCOTT | |||||||||
| BOARD MEMBER | 1.0 | X | |||||||
| ARCHIE L WHITE | |||||||||
| BOARD MEMBER | 1.0 | X | |||||||
| REV CHARLES HUGHES | |||||||||
| BOARD MEMBER | 1.0 | 40.0 | X | 59521 | 9653 | ||||
| CHANLEY CHRISTMAN | |||||||||
| BOARD MEMBER | 1.0 | X | |||||||
| RONALD EASTMAN | |||||||||
| BOARD MEMBER | 1.0 | X | |||||||
| PETER DYS | |||||||||
| PRESIDENT | 50.0 | 0 | 32103 | X | 413307 | ||||
| TIM K LOCHRIDGE | |||||||||
| CFO | 50.0 | 29683 | X | 225460 | |||||
| STEVEN MINNIEAR | |||||||||
| VP OF HEALTH CARE SERVICES | 50.0 | 22422 | 163391 | X | |||||
| SCOTT MOORE | |||||||||
| VP OF OPERATIONS | 40.0 | 21061 | 157650 | X | |||||
| DR ROGER HIRCHAK | |||||||||
| VP OF MEDICAL SERVICES | 40.0 | 28163 | 297940 | X | |||||
| DR DAVID NESSELROADE | |||||||||
| PHYSICIAN | 40.0 | 26415 | 291418 | X | |||||
| DAVID C MORELAND | |||||||||
| VP OF SALES & MARKETING | 50.0 | 25463 | 214370 | X | |||||
| DR MARY CHAPMAN | |||||||||
| PHYSICIAN | 40.0 | 23579 | 191569 | X | |||||
| TED BENJAMIN | |||||||||
| SALES DIRECTOR | 40.0 | 19009 | 211628 | X | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2166733 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 354532 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 332557 | TotalOtherCompensation |
| Number Individuals GT100 K | 23 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| IMPACT READY INC | |||||
| 8941 QUALITY ROAD | BONITA SPRINGS | FL | 34136 | GENERAL CONTRACTOR | 850360 |
| REGENCY CUSTOM CABINETS | |||||
| 8207 KATANGA COURT | FORT MYERS | FL | 33916 | CABINET INSTALL. | 626063 |
| WAYNE WILES FLOORING | |||||
| 7851 SUPPLY DRIVE | FORT MYERS | FL | 33912 | TILE & CARPET | 358128 |
| SIMPLEXGRINNELL | |||||
| 6450 METROPLEX DR | FORT MYERS | FL | 33966 | FIRE ALARM & EQUIP. | 413610 |
| LEISURE TIME | |||||
| PO BOX 7502 | FORT MYERS | FL | 33911 | CLEANING SERVICES | 655279 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 20 | NumberOfContractorsGT100K |
| Related Organizations | 232295 | RelatedOrganizations |
| All Other Contributions | 343474 | AllOtherContributions |
| Total Contributions | 575769 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| MONTHLY MAINTENANCE FEES | 900099 | 36572257 | 36572257 |
| ENTRANCE FEES | 900099 | 20270330 | 20270330 |
| MEDICAL SERVICES | 621610 | 31431704 | 31431704 |
| DINING SERVICES | 722100 | 737228 | 737228 |
| RESIDENT ACTIVITIES | 900099 | 318869 | 318869 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 89330388 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 251203 | TotalRevenueColumn |
| Unrelated Business Revenue | 40247 | UnrelatedBusinessRevenue |
| Exclusion | $210,956 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 349175 | TotalRevenueColumn |
| Exclusion | $349,175 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 99023 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 99023 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 99023 | TotalRevenueColumn |
| Exclusion | $99,023 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3256941 | Securities |
| Other | 46000 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2453756 | Securities |
| Other | 413687 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 803185 | Securities |
| Other | -367687 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 435498 | TotalRevenueColumn |
| Exclusion | $435,498 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|
| GOLF COURSE | 713910 | 1792109 | 896055 | $896,054 |
| RESTAURANTS | 721110 | 887072 | 221768 | $665,304 |
| SALON | 812900 | 591589 | 59159 | $532,430 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 867818 | TotalRevenueColumn |
| Unrelated Business Revenue | 509327 | UnrelatedBusinessRevenue |
| Exclusion | $358,491 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 4138588 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 95179644 | TotalRevenueColumn |
| Related Or Exempt Function Income | 89330388 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 1726556 | UnrelatedBusinessRevenue |
| Exclusion | $3,546,931 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 274689 | Total |
| Program Services | 274689 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1048592 | Total |
| Program Services | 364409 | ProgramServices |
| Management And General | 664988 | ManagementAndGeneral |
| Fundraising | 19195 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30404039 | Total |
| Program Services | 26452844 | ProgramServices |
| Management And General | 3945057 | ManagementAndGeneral |
| Fundraising | 6138 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1192683 | Total |
| Program Services | 1038833 | ProgramServices |
| Management And General | 153850 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3577143 | Total |
| Program Services | 3313443 | ProgramServices |
| Management And General | 263700 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2167102 | Total |
| Program Services | 1934015 | ProgramServices |
| Management And General | 231149 | ManagementAndGeneral |
| Fundraising | 1938 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 192879 | Total |
| Management And General | 192879 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 61612 | Total |
| Management And General | 61612 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 73745 | Total |
| Management And General | 73745 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 167346 | Total |
| Management And General | 167346 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 719721 | Total |
| Program Services | 719721 | ProgramServices |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1454457 | Total |
| Management And General | 1454457 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7913770 | Total |
| Program Services | 7530595 | ProgramServices |
| Management And General | 383175 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 278166 | Total |
| Management And General | 278166 | ManagementAndGeneral |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6897702 | Total |
| Program Services | 6348930 | ProgramServices |
| Management And General | 548772 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 309027 | Total |
| Program Services | 273724 | ProgramServices |
| Management And General | 35303 | ManagementAndGeneral |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 35594 | Total |
| Management And General | 35594 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9032134 | Total |
| Program Services | 8936574 | ProgramServices |
| Management And General | 95560 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18430094 | Total |
| Program Services | 18201671 | ProgramServices |
| Management And General | 228423 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| MAINTENANCE COSTS | 1004526 | 1004526 | |
| FOOD COSTS | 2508985 | 2508985 | |
| BAD DEBT EXPENSE | 237652 | 237652 | |
| WELLNESS OFFICE EXPENSE | 308830 | 308830 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 88290488 | Total |
| Program Services | 79140611 | ProgramServices |
| Management And General | 9122606 | ManagementAndGeneral |
| Fundraising | 27271 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11728516 | BOY |
| EOY | 14929609 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14626121 | BOY |
| EOY | 8504548 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2793174 | BOY |
| EOY | 2725669 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 700109 | BOY |
| EOY | 772718 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1453477 | BOY |
| EOY | 1358042 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 551681609 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 182400080 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 373451747 | BOY |
| EOY | 369281529 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24197972 | BOY |
| EOY | 37129717 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6380070 | BOY |
| EOY | 7577598 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5069997 | BOY |
| EOY | 5002981 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 440401183 | BOY |
| EOY | 447282411 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8524890 | BOY |
| EOY | 8817975 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 161674784 | BOY |
| EOY | 160815406 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 191589325 | BOY |
| EOY | 186191735 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10450000 | BOY |
| EOY | 10560000 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10187245 | BOY |
| EOY | 14389189 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 382426244 | BOY |
| EOY | 380774305 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 57285559 | BOY |
| EOY | 65598260 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 424911 | BOY |
| EOY | 645377 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 264469 | BOY |
| EOY | 264469 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 57974939 | BOY |
| EOY | 66508106 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 440401183 | BOY |
| EOY | 447282411 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 6889156 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 1644011 | ReconciliationUnrealizedInvest |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3935198 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2510165 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 770294 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 575703 | CurrentTaxYearMinus1Year |
| Current Tax Year | 575769 | CurrentTaxYear |
| Total | 8367129 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 76859220 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 79073787 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 80999103 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 85611622 | CurrentTaxYearMinus1Year |
| Current Tax Year | 89537981 | CurrentTaxYear |
| Total | 412081713 | Total |
Gross Receipts From Non UBI GrossReceiptsFromNonUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2003740 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1875604 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2022625 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2467932 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3339327 | CurrentTaxYear |
| Total | 11709228 | Total |
Tax Rev Levied For Org Benefit509 TaxRevLeviedForOrgBenefit509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Of Svcs Fclts Furnishd By Govt ValueOfSvcsFcltsFurnishdByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 82798158 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 83459556 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 83792022 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 88655257 | CurrentTaxYearMinus1Year |
| Current Tax Year | 93453077 | CurrentTaxYear |
| Total | 432158070 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 432158070 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 961976 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 877717 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 605033 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 740821 | CurrentTaxYearMinus1Year |
| Current Tax Year | 496808 | CurrentTaxYear |
| Total | 3682355 | Total |
Post1975 UBTI Post1975UBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 104675 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 142861 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 129244 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 23957 | CurrentTaxYearMinus1Year |
| Current Tax Year | 72547 | CurrentTaxYear |
| Total | 473284 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1066651 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1020578 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 734277 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 764778 | CurrentTaxYearMinus1Year |
| Current Tax Year | 569355 | CurrentTaxYear |
| Total | 4155639 | Total |
Net Income From Other UBI NetIncomeFromOtherUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 83864809 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 84480134 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 84526299 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 89420035 | CurrentTaxYearMinus1Year |
| Current Tax Year | 94022432 | CurrentTaxYear |
| Total | 436313709 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.99048 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.98666 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00952 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.01334 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 689380 | BeginningOfYearBalance |
| Contributions | 518538 | Contributions |
| Investment Earnings Or Losses | 46381 | InvestmentEarningsOrLosses |
| Other Expenditures | 344453 | OtherExpenditures |
| End Of Year Balance | 909846 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 537269 | BeginningOfYearBalance |
| Contributions | 484500 | Contributions |
| Investment Earnings Or Losses | 50647 | InvestmentEarningsOrLosses |
| Other Expenditures | 383036 | OtherExpenditures |
| End Of Year Balance | 689380 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5185097 | BeginningOfYearBalance |
| Contributions | 665409 | Contributions |
| Investment Earnings Or Losses | 46998 | InvestmentEarningsOrLosses |
| Other Expenditures | 5360235 | OtherExpenditures |
| End Of Year Balance | 537269 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3704503 | BeginningOfYearBalance |
| Contributions | 1696510 | Contributions |
| Investment Earnings Or Losses | 53259 | InvestmentEarningsOrLosses |
| Other Expenditures | 269175 | OtherExpenditures |
| End Of Year Balance | 5185097 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1781188 | BeginningOfYearBalance |
| Contributions | 3078625 | Contributions |
| Investment Earnings Or Losses | 60992 | InvestmentEarningsOrLosses |
| Other Expenditures | 1216302 | OtherExpenditures |
| End Of Year Balance | 3704503 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 0.29070 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.70930 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 22757024 | OtherCostOrOtherBasis |
| Book Value | 22757024 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 454388688 | OtherCostOrOtherBasis |
| Depreciation | 149357976 | Depreciation |
| Book Value | 305030712 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovements |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 22455224 | OtherCostOrOtherBasis |
| Depreciation | 12133943 | Depreciation |
| Book Value | 10321281 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 52080673 | OtherCostOrOtherBasis |
| Depreciation | 20908161 | Depreciation |
| Book Value | 31172512 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 369281529 | TotalOfBookValueLandBuildings |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (5 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| OTHER LONG TERM LIABILITIES | $8,473,622 |
| INTEREST PAYABLE | $88,000 |
| MISCELLANEOUS PAYABLES | $284,529 |
| DEPOSITS ON UNITS | $2,069,233 |
| RESIDENT RESERVES | $3,473,805 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 14389189 | TotalOfAmounts |
| Tot Revenue Etc Audited Fincl Stmt | 97023997 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 1644011 | NetUnrealizedGainsInvestments |
| Other Revenues | 200342 | OtherRevenues |
| Revenue Not Rptd F990 | 1844353 | RevenueNotRptdF990 |
| Revenue Subtotal | 95179644 | RevenueSubtotal |
| Total Revenue Per Form990 | 95179644 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 88490830 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 200342 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 200342 | ExpensesNotRptdF990 |
| Expenses Subtotal | 88290488 | ExpensesSubtotal |
| Total Expenses Per Form990 | 88290488 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part XI, Line 2d | OTHER REVENUE ON BOOKS, NOT ON RETURN | Loss on Sale of Asset Reclassed From Expense 367,688 Management fees netted with revenue reclassed to expense (167,346) Total 200,342 |
| Part XII, Line 2d | OTHER EXPENSE ON BOOKS, NOT ON RETURN | Loss on Sale of Asset Reclassed From Expense 367,688 Management fees netted with revenue reclassed to expense (167,346) Total 200,342 |
| Part V, Question 4 | Intended Uses of the Organization's Endowment Funds | Temporarily restricted contributions are donor or board restricted to be used for specific purposes. They are released from donor/board restrictions by incurring expenses, satisfying the restricted purposes. The permanently restricted net assets are investments held in perpetuity, and the income is used to subsidize residents who have run low on funds through no fault of their own, and thus are in need of financial assistance. |
| Part X, Line 2 | Uncertain Tax Positions | MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | SUBSIDIZE RESIDENTS LIVING EXP | TypeOfGrant |
| Number Of Recipients | 31 | NumberOfRecipients |
| Amount Of Cash Grant | 274689 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PART I, QUESTION 2 | Identifier |
| Return Reference | GRANT MONITORING PROCESS | ReturnReference |
| Explanation | SUBSIDIES ARE GRANTED TO RESIDENTS WHO HAVE RUN LOW ON FUNDS THROUGH NO FAULT OF THEIR OWN. A SUBSIDY COMMITTEE MEETS TO REVIEW EACH INDIVIDUAL CASE AND THEN DETERMINES THE AMOUNT OF SUBSIDY TO BE GRANTED TO MEET THE NEEDS OF THE INDIVIDUAL. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | X | TravelForCompanions |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | true | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (10 entries)
| TitleTitle | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Base Compensation Filing OrgBaseCompensationFilingOrg | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Deferred Comp Filing OrgDeferredCompFilingOrg | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Total Compensation Filing OrgTotalCompensationFilingOrg | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DR MICHAEL G SCALES | ||||||||||||||
| BOARD MEMBER | 202303 | 295 | 15050 | 66675 | 284323 | |||||||||
| PETER DYS | ||||||||||||||
| PRESIDENT | 0 | 0 | 0 | 0 | 0 | 399040 | 12005 | 0 | 2262 | 22745 | 9358 | 445410 | 12005 | 0 |
| TIM K LOCHRIDGE | ||||||||||||||
| CFO | 207558 | 6276 | 11626 | 16276 | 13407 | 255143 | 6276 | |||||||
| STEVEN MINNIEAR | ||||||||||||||
| VP OF HEALTH CARE SERVICES | 156931 | 4762 | 1698 | 12856 | 9566 | 185813 | 4762 | |||||||
| DR ROGER HIRCHAK | ||||||||||||||
| VP OF MEDICAL SERVICES | 262535 | 7948 | 27457 | 18607 | 9556 | 326103 | 7948 | |||||||
| DR DAVID NESSELROADE | ||||||||||||||
| PHYSICIAN | 212280 | 6438 | 72700 | 17067 | 9348 | 317833 | 6438 | |||||||
| DAVID C MORELAND | ||||||||||||||
| VP OF SALES & MARKETING | 205987 | 6265 | 2118 | 15907 | 9556 | 239833 | 6265 | |||||||
| DR MARY CHAPMAN | ||||||||||||||
| PHYSICIAN | 173195 | 5155 | 13219 | 14247 | 9332 | 215148 | 0 | |||||||
| TED BENJAMIN | ||||||||||||||
| SALES DIRECTOR | 211628 | 0 | 0 | 9443 | 9556 | 230627 | 0 | |||||||
| SCOTT MOORE | ||||||||||||||
| VP OF OPERATIONS | 152310 | 4590 | 750 | 12542 | 8519 | 178711 | 0 | |||||||
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| TRAVEL FOR COMPANIONS | SCHEDULE J, PART I, QUESTION 1A | This benefit only applies to the President and VP's of the organization. The President and Vice-Presidents receive a maximum amount of $1,500 per year per person. The Assistant Vice-Presidents receive a maximum amount of $750 per year per person. These fees are included as taxable income each year on their W-2. Additionally, all requests for reimbursement by vice-presidents must be approved by the president of the corporation and the president's request for payments must be approved by the CFO. |
| NON-FIXED PAYMENTS | PART I, QUESTION 7 | SOME INDIVIDUALS LISTED ON PART VII WERE ELIGIBLE FOR A BONUS NOT TO EXCEED 3% OF THEIR SALARIES IF NET EARNING EXCEEDED BUDGET. ONE HALF OF THE EXCESS WAS AVAILABLE TO FUND THE BONUS. THESE AMOUNTS WERE ACCRUED AS OF 06/30/2013. THERE IS NO GUARANTEE THE BONUS WILL BE MADE. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (3 entries)
| Bond ReferenceBondReferenceCd | Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|---|
| LEE COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY | ||||||||
| A | 591793462 | 52349eby5 | 2006-11-15 | 48373959 | CONSTRUCTION COSTS | false | false | false |
| LEE COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY | ||||||||
| B | 591793462 | 52349ecm0 | 2007-04-05 | 121372432 | REFUND SERIES 1999A BONDS | false | false | false |
| LEE COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY | ||||||||
| C | 591793462 | 52349ecx6 | 2011-12-13 | 46940001 | REFUND SERIES 1999B AND 2002 BONDS | false | false | false |
Form990 Schedule K Part II Form990ScheduleKPartII (3 entries)
| Bond ReferenceBondReferenceCd | Amount RetiredAmountRetired | Amount Bond DefeasedAmountBondDefeased | Total ProceedsTotalProceeds | Amount In Reserve FundAmountInReserveFund | Capitalized InterestCapitalizedInterest | Refunding EscrowRefundingEscrow | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Credit EnhancementCreditEnhancement | Working Capital ExpendituresWorkingCapitalExpenditures | Capital ExpendituresCapitalExpenditures | Other Spent ProceedsOtherSpentProceeds | Amount UnspentAmountUnspent | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 50245269 | 2399516 | 0 | 0 | 967479 | 0 | 1977139 | 45001155 | 0 | 0 | 2009 | false | false | true | true |
| B | 18235000 | 0 | 123085549 | 7998711 | 0 | 0 | 2196947 | 0 | 2637946 | 0 | 110349735 | 0 | 2007 | false | true | true | true |
| C | 2078334 | 0 | 46974020 | 1197870 | 0 | 0 | 631744 | 0 | 34019 | 6105130 | 38996628 | 0 | 2011 | true | false | true | true |
Form990 Schedule K Part III Form990ScheduleKPartIII (3 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI | Total Private Business UseTotalPrivateBusinessUse | Bond Iss Meet Prvt Security Pay TestBondIssMeetPrvtSecurityPayTest | Change In Use Bond Financed PropChangeInUseBondFinancedProp | Prcntge Bond Financed PropPrcntgeBondFinancedProp | Remedial Action TakenRemedialActionTaken | Non Qualified Bond Remed ProcdrsNonQualifiedBondRemedProcdrs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | false | false | false | 0.00000 | 0.00000 | 0.00000 | false | false | 0.00000 | false | true |
| B | false | false | false | false | 0.00000 | 0.00000 | 0.00000 | false | false | 0.00000 | false | true |
| C | false | false | false | false | 0.00000 | 0.00000 | 0.00000 | false | false | 0.00000 | false | true |
Form990 Schedule K Part IV Form990ScheduleKPartIV (3 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiled | Rebate Not Due YetRebateNotDueYet | Exception To RebateExceptionToRebate | No Rebate DueNoRebateDue | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Business Name Line1NameOfGICProvider/BusinessNameLine1 | Gross Proceeds InvestedGrossProceedsInvested | Written Proc To Monitor ReqsWrittenProcToMonitorReqs |
|---|---|---|---|---|---|---|---|---|---|---|
| 0 | ||||||||||
| A | false | false | false | true | false | false | false | 0 | false | true |
| 0 | ||||||||||
| B | true | false | false | false | 0 | false | true | |||
| 0 | ||||||||||
| C | false | true | false | false | true | false | false | 0 | false | true |
Form990 Schedule K Part V Form990ScheduleKPartV (3 entries)
| Bond ReferenceBondReferenceCd | Proc To Undertk Corrective ActionProcToUndertkCorrectiveAction |
|---|---|
| A | true |
| B | true |
| C | true |
Form990 Schedule K Part VI Form990ScheduleKPartVI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | part iv, line 2c | Identifier |
| Return Reference | date rebate computation performed | ReturnReference |
| Explanation | the last arbitrage calculation was prepared on November 14, 2011 at which point there was no arbitrage rebate liability due. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part VI, Question 11B | 990 REVIEW PROCESS | The 990 is completed by a third party, and a draft is presented to the audit committee for review. The final version is e-mailed to all board members before filing with the IRS. |
| Part VI, Question 12c | Describe how conflict of interest policy is monitored & enforced | Any Christian & Missionary Alliance Foundation (CMAF) board member or leadership staff in a position to make decisions with regard to CMAF's resources and stands to benefit from a decision, must fully disclose at first knowledge that a conflict of interest exists. Disclosures shall be in writing and directed to the chair of the board and/or the President. Information disclosed shall be held in confidence except where, in the judgment of these persons, the best interest of the organization requires further disclosure. All board members and leadership staff are requested to list on this form those substantive relationships that he or she maintains (or members of their family maintain) with organizations that do business with CMAF or otherwise could be construed to potentially affect his or her unbiased, decision-making authority or responsibility. In the event there is uncertainty as to the appropriateness of listing a particular relationship, the chair of the board of directors and/or president should be consulted. They in turn may elect to consult legal counsel, the executive committee, or the board of directors in executive session. A board member or leadership staff who has declared or has been found to have a conflict-of-interest in any proposed transaction or other matter will not participate in any discussion or debate regarding that transaction. The board of directors may request clarifying information from that person or persons involved but he or she may not vote on the matter in question and may not present at the time of the vote. With respect to restraint on participation, the president or the chair shall take action as is necessary to assure that the transaction is completed in the best interest of CMAF without the substantive involvement of the person who has the possible conflict of interest. |
| Part VI, Question 15a | Describe process for determining compensation | The review of executive compensation was conducted by Barbara Manny of Benefits and Compensation Resources, LLC. The actual review for Peter Dys, President was started in late 2006 with board approval occurring in May, 2007. |
| Part VI, Question 15b | Describe process for determining compensation | The review of other officer and key employee compensation was conducted by Barbara Manny of Benefits and Compensation Resources, LLC for the following individuals: Tim Lochridge, CFO and Steven Minniear, Vice-President of Health Care Services. This review was started in late 2006 and compensation was approved by the board in May, 2007. |
| Part VI, Question 19 | Describe how documents are made available to the public | All governing documents, conflict of interest policy, and financial statements are available to the public upon request. |
| Part I, Question 6 | Volunteers | Volunteerism: One clear indicator of a true non-profit is the willingness engendered among individuals to provide their time and personal talent to assist and support the organization through volunteerism. At Shell Point, 979 (almost half) of the entire population of 2,200 residents are registered volunteers in the community and many others also volunteer outside Shell Point with organizations that are associated with the community. The total number of documented volunteer hours in the past 20 years has been well over two million hours of volunteer service. Shell Point's volunteer program is such an important part of resident life in the community that the organization provides a department with two dedicated staff to oversee the program. There are more than 50 organized volunteer groups at Shell Point providing myriad services including the Pavilion Auxiliary, which has over 450 volunteers working within the facility's skilled nursing center to enhance the quality of life for residents living there. Other volunteer programs include a full-service library which is operated completely by resident volunteers, various service groups such as Adopt-A-Road, Huggie Hearts, Support Groups, Shell Point Ambassadors, and more. These programs not only enhance the Shell Point lifestyle, they also provide a sense of meaning and purpose in the personal lives of the individuals who are volunteering. |
| Part VI, Section A, Questions 6, 7a & 7b | Member Information | 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. Line 7a: The corporation's Board of Directors (governing body) is elected by the members of the corporation. Line 7b: Certain decisions of the governing body (the incurrence of debt, for example) are subject to approval by the members of the corporation. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (8 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| CHRISTIAN AND MISSIONARY ALLIANCE INC | ||||||||||
| PO BOX 35000 | COLORADO SPRINGS | CO | 80935 | 131623940 | CHURCH | CO | 501(c)(3) | Line 1 | NA | false |
| THE LEGACY FOUNDATION AT SHELL POINT | ||||||||||
| 15010 SHELL POINT BLVD | FORT MYERS | FL | 33908 | 800002145 | FUNDRAISING | FL | 501(c)(3) | Line 9 | C&MA | false |
| ALLIANCE COMMUNITY FOR RETIREMENT LIVING | ||||||||||
| 600 SOUTH FLORIDA AVE | DELAND | FL | 32720 | 590817603 | CCRC | FL | 501(c)(3) | Line 9 | C&MA | false |
| THE ORCHARD FOUNDATION | ||||||||||
| PO BOX 35660 | COLORADO SPRINGS | CO | 80935 | 841466105 | STEWARDSHIP | CO | 501(C)(3) | LN11 TYPE 1 | C&MA | false |
| THE ALLIANCE DEVELOPMENT FUND INC | ||||||||||
| 8595 EXPLORER DRIVE | COLORADO SPRINGS | CO | 80920 | 841345047 | LOAN FUNDING | CO | 501(C)(3) | LN11 TYPE 1 | C&MA | false |
| CAMA SERVICES INC | ||||||||||
| PO BOX 35000 | COLORADO SPRINGS | CO | 80935 | 841234511 | RELIEF/DEVEL | CO | 501(C)(3) | LINE 7 | C&MA | false |
| NYACK COLLEGE | ||||||||||
| 1 SOUTH BOULEVARD | NYACK | NY | 10960 | 131740285 | SCHOOL | NY | 501(C)(3) | LINE 2 | C&MA | false |
| TOWN & COUNTRY MANOR OF TCMA | ||||||||||
| 555 EAST MEMORY LANE | SANTA ANA | CA | 92706 | 951685807 | ASSISTED LIV. | CA | 501(C)(3) | LINE 9 | C&MA | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | true | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORCHARD FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionType |
| Amount Involved | 208339 | AmountInvolved |
| Method Of Amt Determination | FMV | MethodOfAmtDetermination |
Form990 Schedule R Part VII Form990ScheduleRPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Information on Controlled Organizations | Identifier |
| Return Reference | Part II, column g | ReturnReference |
| Explanation | The organizations disclosed on Part II are controlled by the same organization, Christian & missionary Alliance, Inc. This causes a brother/sister control relationship with all other organization listed on Part II by way of contructive ownership under code section 318. All transactions occuring between the filing organization and the related organizations have been disclosed on Schedule R, Part V, line 2, but column g is marked as no, since they are treated as controlling one another under section 318. | Explanation |
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