2013-08-12T12:55:22-05:00 2012-09-30 410746749 CLIFTONLARSONALLEN LLP 20 E THOMAS ROAD SUITE 2300 PHOENIX AZ 85012 990 2011-10-01 860649306 THE BEATITUDES CAMPUS FOUNDATION BEAT 6029952611 1610 WEST GLENDALE AVENUE PHOENIX AZ 85021 ALLEN BLOCH 6029952611 2013-08-09 1 CHAD KUNZE P00639380 6022662248 2011 2016-02-24 21:20:13Z MARGARET M MULLAN 1610 WEST GLENDALE AVENUE PHOENIX AZ 85021 646235 0 X WWW.BEATITUDESCAMPUS.ORG X 1989 AZ TO PROVIDE FUNDING TO ENHANCE THE RESIDENT LIFE AT THE BEATITUDES CAMPUS. 13 12 0 150 0 0 424917 569788 0 0 77497 66821 -32054 -26460 470360 610149 1915262 722964 0 0 0 0 0 0 0 12796 12522 1928058 735486 -1457698 -125337 3994155 4089295 0 122205 3994155 3967090 THE BEATITUDES CAMPUS FOUNDATION PROVIDES FUNDING TO ENHANCE THE RESIDENT LIFE AT THE BEATITUDES CAMPUS. THE FOUNDATION CONNECTS PEOPLE, COMMUNITY PROGRAMS, AND FUNDS WITH THE WORK OF THE BEATITUDES CAMPUS, MAKING IT A POSITIVE EXPERIENCE FOR THE RESIDENTS. 0 0 722964 722964 0 TO SUPPORT THE BEATITUDES CAMPUS THROUGH THE FOLLOWING THREE FUNDS: 1 - THE CAPITAL CAMPAIGN FUND IS DESIGNATED TO ASSIST WITH THE COMPLETION OF THE TOWN PLAZA, GARDEN SPACES AND EXISTING BUILDING RENOVATIONS IN CONJUNCTION WITH THE BEATITUDES CAMPUS RENOVATION & EXPANSION PROJECT. 2 - THE RESIDENT ASSISTANCE FUND IS DESIGNATED TO AWARD FINANCIAL HELP TO RESIDENTS THAT MAY HAVE OUTLIVED THEIR RESOURCES ALONG WITH ASSISTING THE CAMPUS TO PROVIDE MEDICAID PROGRAMS FOR ELIGIBLE RESIDENTS. 3 - THE STETSON FUND IS DESIGNATED TO THE IMPROVEMENT OF PROGRAMMING AND PHYSICAL FACILITIES FOR THE RESIDENTS OF THE BEATITUDES CAMPUS. 722964 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 13 12 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 AZ X X B ALLEN BLOCH CFO 6029956112 1610 WEST GLENDALE AVENUE PHOENIX AZ 85021 X MICHAEL R SCHEURICH 2.00 X X 0 0 0 BRADLEY STOUFFER 2.00 X X 0 0 0 HAZEL RICHARDS 1.00 X X 0 0 0 DAVID DAVIES 1.00 X X 0 0 0 DON CLINE 1.00 X 0 0 0 CHUCK DITSCH 1.00 X 0 0 0 NANCY ELSENHEIMER 1.00 X 0 0 0 RON EWING 1.00 X 0 0 0 JACK MARKS 1.00 X 0 0 0 PAM PILLER 1.00 X 0 0 0 LISA GROBE 1.00 X 0 0 0 KEN HUSBAND 1.00 X 0 0 0 MARGARET MULLAN 20.00 X X 0 219600 14003 ALLEN BLOCH 20.00 X 0 144962 8872 0 364562 22875 0 0 1 0 0 93690 476098 569788 27536 27536 39285 0 39285 39285 39285 9626 93690 36086 -26460 -26460 610149 0 0 40361 722964 722964 12522 12522 735486 722964 12522 0 45403 222503 684813 593425 899761 1031753 144802 63192 2219376 2178422 3994155 4089295 0 122205 0 122205 X 2817362 2832546 1176793 1134544 3994155 3967090 3994155 4089295 X -125337 98272 X X 0 1 1 X 0 X X X 0 0 0 THE BEATITUDES CAMPUS 860192846 9 1 1 1 722964 1 722964 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 REMAINDER INTEREST IN GIFT ANNUITY 18846 DUE FROM BEATITUDES CAMPUS 2159576 2178422 DUE TO BEATITUDES CAMPUS 122205 122205 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE COMPANY EVALUATES THEIR UNCERTAIN TAX POSITIONS, IF ANY, ON A CONTINUAL BASIS THROUGH REVIEW OF THEIR POLICIES AND PROCEDURES, REVIEW OF THEIR REGULAR TAX FILINGS, AND DISCUSSIONS WITH OUTSIDE EXPERTS. AS OF SEPTEMBER 30, 2012, THE COMPANY DID NOT HAVE ANY UNCERTAIN TAX POSITIONS. THE COMPANY'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL, STATE, AND LOCAL AUTHORITIES. THE COMPANY IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. THE TAX RETURNS FOR THE YEARS 2008 TO 2011 ARE OPEN TO EXAMINATION BY FEDERAL, LOCAL, AND STATE AUTHORITIES. POWER OF THE PURSE 103316 93690 9626 9626 8870 17590 103316 93690 9626 9626 8870 17590 36086 -26460 1 THE BEATITUDES CAMPUS 1610 W GLENDALE AVE PHOENIX AZ 85021 860912846 501(C)(3) 722964 SUPPORT 1 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: ALL GRANTS ARE MADE TO THE SUPPORTED ORGANIZATION AND ARE MONITORED BY THE MANAGEMENT OF THAT ORGANIZATION. 0 0 0 0 0 0 0 0 0 MARGARET MULLAN 0 210000 0 0 0 9600 0 0 0 14003 0 233603 0 0 ALLEN BLOCH 0 144962 0 0 0 0 0 0 0 8872 0 153834 0 0 SUPPLEMENTAL INFORMATION PART III THE CEO IS COMPENSATED BY THE BEATITUDES CAMPUS, A RELATED NOT-FOR-PROFIT ORGANIZATION, WHICH USES THE FOLLOWING METHODS TO DETERMINE THE CEO'S COMPENSATION: 1. COMPENSATION COMMITTEE 2. INDEPENDENT COMPENSATION CONSULTANT 3. WRITTEN EMPLOYMENT CONTRACT 4. COMPENSATION SURVEY OR STUDY 5. APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. FORM 990, PART VI, SECTION A, LINE 3 THE EMPLOYEES OF THE BEATITUDES CAMPUS PROVIDES MANAGEMENT AND ADMINISTRATIVE SERVICES TO THE FOUNDATION. THE FOUNDATION REIMBURSES THE CAMPUS FOR THESE SERVICES. FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER OF THE FOUNDATION IS THE BEATITUDES CAMPUS, AN ARIZONA NON-PROFIT CORPORATION. FORM 990, PART VI, SECTION A, LINE 7A ALL ELECTED DIRECTORS SHALL BE ELECTED BY THE SOLE CORPORATE MEMBER OF THE CORPORATION. FORM 990, PART VI, SECTION A, LINE 7B THE POWER TO ALTER, AMEND OR REPEAL THE BYLAWS OR ADOPT NEW BYLAWS SHALL BE VESTED IN THE BOARD OF DIRECTORS, SUBJUCT TO THE AFFIRMATIVE APPROVAL OF THE BOARD OF DIRECTORS OF THE CAMPUS. ANY AMENDMENT TO THESE BYLAWS SHALL BE SUBMITTED TO THE BOARD OF DIRECTORS OF THE CAMPUS AND SHALL NOT BE EFFECTIVE UNTIL APPROVED BY RESOLUTION OF THAT BOARD. THE POWER TO ALTER, AMEND OR REPEAL THE ARTICLES OF INCORPORATION OR ADOPT NEW ARTICLES OF INCORPORATION SHALL BE VESTED IN THE BOARD OF DIRECTORS, SUBJUCT TO THE AFFIRMATIVE APPROVAL OF THE BOARD OF DIRECTORS OF THE CAMPUS. ANY AMENDMENT TO THESE ARTICLES OF INCORPORATION SHALL BE SUBMITTED TO THE BOARD OF DIRECTORS OF THE CAMPUS AND SHALL NOT BE EFFECTIVE UNTIL APPROVED BY RESOLUTION OF THAT BOARD. FORM 990, PART VI, SECTION B, LINE 11 THE FINAL DRAFT OF THE 990 WILL BE EMAILED TO THE FINANCE COMMITTEE WHO WILL HAVE THE OPPORTUNITY TO PROVIDE COMMENT TO THE CONTROLLER - ONCE ALL COMMENTS ARE ACTED UPON, THE FINANCE COMMITTEE WILL APPROVE THE 990 REPORT AND A COPY WILL BE SENT TO ALL BOARD MEMBERS. THE BOARD OF DIRECTORS WILL APPROVE THE FILING OF THE FORM 990 TO THE IRS AT THE FOLLOWING BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 12C A REVIEW OF THE CONFLICT OF INTEREST POLICY IS COMPLETED AT THE BEGINNING OF EACH NEW BOARD YEAR. AT THIS TIME IT IS REVIEWED BY THE CEO AND EXECUTIVE BOARD FOR ANY CONFLICTS. ANY POTENTIAL CONFLICTS ARE DISCUSSED WITH INDIVIDUAL BOARD MEMBER AND THE EXECUTIVE BOARD. CONFLICTS THAT CANNOT BE RESOLVED REQUIRE THE BOARD POSITION TO BE VACATED. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST AND THROUGH THE ARIZONA CORPORATION COMMISSION. EXPLANATION OF HOURS WORKED FORM 990, PART VII, LINE 1A MARGARET MULLANS & ALLAN BLOCH SERVE THE BEATITUDES CAMPUS FOUNDATION AND ITS RELATED ORGANIZATIONS, SPENDING APPROXIMATELY 50-60 HOURS A WEEK TOTAL FOR ALL ORGANIZATIONS. BRADLEY STOUFFER, DAVID DAVIES, LISA GROBE, KEN HUSBAND, AND NANCY ELSENHEIMER SERVE ON THE BOARD OF THE BEATITUDES CAMPUS FOUNDATION AND ITS RELATED ORGANIZATIONS. EACH INDIVIDUAL SPENDS APPROXIMATELY 1 HOUR PER WEEK WORKING FOR EACH OF THE RELATED ORGANIZATIONS. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 85,630. CHANGE IN AMORTIZATION OF PLEDGES 12,642. TOTAL TO FORM 990, PART XI, LINE 5: 98,272. AUDIT COMMITTEE / SELECTION OF INDEPENDENT ACCOUNTANT FORM 990, PAGE 12, PART XII, LINE 2C THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. THE BEATITUDES CAMPUS 1610 W GLENDALE PHOENIX AZ 85021 860192846 CCRC AZ 501(C)(3) LINE 9 CHURCH OF THE BEATITUDES 0 CHURCH OF THE BEATITUDES OF PHOENIX AZ 555 W GLENDALE AVE PHOENIX AZ 85021 860117385 CHURCH AZ 501(C)(3) LINE 1 N/A 0 THE BEATITUDES AUXILIARY 1610 W GLENDALE PHOENIX AZ 85021 860261789 SUPPORT THE BEATITUDE CAMPUS AND ITS RESIDENTS AZ 501(C)(3) LINE 9 THE BEATITUDES CAMPUS 0 0 1 0 0 0 0 0 0 0 0 1 1 1 1 1 0 1 0