2012-08-09T15:49:51-05:00 2011-09-30 CLIFTONLARSONALLEN LLP 1201 S ALMA SCHOOL ROAD 14000 MESA AZ 85210 990 2010-10-01 860649306 THE BEATITUDES CAMPUS FOUNDATION BEAT 6029952611 1610 WEST GLENDALE AVENUE PHOENIX AZ 85021 B ALLEN BLOCH 6029952611 2012-08-09 1 4806152300 2012-08-08 2010 2016-02-24 21:20:13Z MARGARET M MULLAN 1610 WEST GLENDALE AVENUE PHOENIX AZ 85021 502414 0 X WWW.BEATITUDESCAMPUS.ORG X 1989 AZ TO PROVIDE FUNDING TO ENHANCE THE RESIDENT LIFE AT THE BEATITUDES CAMPUS. 11 10 0 103 0 0 528259 424917 0 0 98453 77497 0 -32054 626712 470360 2059872 1915262 0 0 0 0 0 0 0 14982 12796 2074854 1928058 -1448142 -1457698 5399913 3994155 2154 0 5397759 3994155 X THE BEATITUDES CAMPUS FOUNDATION PROVIDES FUNDING TO ENHANCE THE RESIDENT LIFE AT THE BEATITUDES CAMPUS. 1 0 1915262 1915262 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. 1915262 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 0 0 0 0 0 0 1 0 0 1 1 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 0 X 11 10 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 AZ X B ALLEN BLOCH 6029956112 1610 W GLENDALE AVE 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 MARGARET MULLAN 20.00 X X 0 219600 14003 ALLEN BLOCH 20.00 X 0 143166 12137 0 362766 26140 0 0 1 0 0 101273 323644 424917 29591 29591 47906 47906 47906 47906 0 101273 32054 -32054 -32054 470360 0 0 45443 1915262 1915262 12796 12796 1928058 1915262 12796 0 0 0 95804 45403 771360 684813 1326500 911085 899761 135009 144802 2160155 2219376 5399913 3994155 150 2004 0 2154 0 X 4379883 2817362 1017876 1176793 5397759 3994155 5399913 3994155 X -1457698 54095 X X 0 1 1 X 0 X X X 0 0 0 THE BEATITUDES CAMPUS 860192846 9 1 1 1 1915262 1 1915262 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 REMAINDER INTEREST IN GIFT ANNUITY 18848 DUE FROM BEATITUDES CAMPUS 2200528 2219376 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, 2011, THE COMPANY DID NOT HAVE ANY UNCERTAIN TAX POSITIONS. THE COMPANYS 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 2007 TO 2010 ARE OPEN TO EXAMINATION BY FEDERAL, LOCAL, AND STATE AUTHORITIES. 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, 2011, THE COMPANY DID NOT HAVE ANY UNCERTAIN TAX POSITIONS. THE COMPANYS 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 2007 TO 2010 ARE OPEN TO EXAMINATION BY FEDERAL, LOCAL, AND STATE AUTHORITIES. X POWER OF THE PURSE 101273 101273 17012 7516 7526 101273 101273 17012 7516 7526 32054 -32054 1 THE BEATITUDES CAMPUS 1610 W GLENDALE AVE PHOENIX AZ 85021 860912846 501(C)(3) 1915262 SUPPORT 1 0 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 143166 0 0 0 0 0 0 0 12137 0 155303 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. NEW PROGRAM SERVICES FORM 990, PART III, LINE 2 THE ORGANIZATION HELD THE FIRST ANNUAL "POWER OF THE PURSE" FUNDRAISER. AN EVENT WHICH FEATURED BOTH SILENT AND LIVE AUCTIONS OF PURSES DONATED BY BEATITUDES RESIDENTS, STAFF AND VOLUNTEERS. 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. 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 SERVES THE BEATITUDES CAMPUS FOUNDATION AND ITS RELATED ORGANIZATIONS, SPENDING APPROXIMATELY 25 HRS WORKING FOR EACH OF THE RELATED ORGANIZATIONS FOR A TOTAL OF 50 HOURS. BRAD STOUFFER, DAVID DAVIES, CHUCK DITCH 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 LOSSES ON INVESTMENTS: -43,268. CHANGE IN AMORTIZATION OF PLEDGES 97,363. TOTAL TO FORM 990, PART XI, LINE 5: 54,095. THE ORGANIZATION HAS NOT CHANGED IT'S OVERSITE PROCESS OR SELECTION PROCESS FROM THE PRIOR YEAR. THE BEATITUDES CAMPUS 1610 W GLENDALE PHOENIX AZ 85021 860192846 CCRC AZ 501(C)(3) LINE 9 THE CHURCH 0 CHURCH OF THE BEATITUDES OF PHOENIX AZ 555 W GLENDALE AVE PHOENIX AZ 85021 860117385 CHURCH AZ 501(C)(3) LINE 1 THE CHURCH 0 0 1 0 0 0 0 0 0 0 0 1 1 1 1 1 0 1 0