2011-08-15T15:24:52-05:00 2010-12-31 BKD LLP 910 E ST LOUIS 200/PO BOX 1190 SPRINGFIELD MO 658062523 990 2010-01-01 860335417 TEMPE LIFE CARE VILLAGE INC TEMP 4808310880 2645 E SOUTHERN AVENUE TEMPE AZ 852827649 COLE MARVIN 2011-07-13 true Brian D Todd 4178658701 2010 2016-02-24 21:20:13Z FRIENDSHIP VILLAGE OF TEMPE COLE MARVIN 2645 E SOUTHERN AVENUE TEMPE AZ 852827649 64841585 false X WWW.FRIENDSHIPVILLAGEAZ.COM X 1976 AZ A FULL ARRAY OF SERVICES AND AMENITIES WILL INSPIRE YOU TO LIVE A MORE ENERGETIC, FULLER LIFE. IT'S A LIFESTYLE THAT'S AS FUN AS IT IS REWARDING. IT'S RETIREMENT LIVING WITHOUT BOUNDARIES. 11 11 561 250 0 0 295270 671636 33196574 32773612 1126803 1420068 26783 27570 34645430 34892886 0 0 0 0 16040124 16516059 0 0 0 18668242 18498202 34708366 35014261 -62936 -121375 130877910 128207050 151488864 148228920 -20610954 -20021870 X FRIENDSHIP VILLAGE TEMPE, A LIFE CARE RETIREMENT COMMUNITY, MAXIMIZES INDEPENDENT LIVING AND QUALITY OF LIFE IN A SECURE, FRIENDLY ENVIRONMENT. false false 12966155 6713032 THE ORGANIZATION PROVIDES SKILLED NURSING CARE TO RESIDENTS. THE FRIENDSHIP VILLAGE TEMPE HEALTH CARE CENTER PROVIDES COMPREHENSIVE SKILLED NURSING CARE. THERE IS A DEEP COMMITMENT TO PROVIDING THE BEST NURSING CARE POSSIBLE, INCLUDING SERVICES THAT RANGE FROM ASSISTANCE WITH DAILY ACTIVITIES TO INTENSIVE REHABILITATION PROGRAMS IN A COMFORTABLE, RELAXED SETTING. FOR THOSE THAT EVER NEED THE SERVICES OF THE HEALTH CARE CENTER, THEY RECEIVE CARE FROM PEOPLE THEY KNOW AND TRUST. AND IT GOES WITHOUT SAYING THEY'RE TREATED WITH DIGNITY AND RESPECT. SEE SCHEDULE O FOR ADDITIONAL DETAILS. 11431539 22077979 THE ORGANIZATION PROVIDES INDEPENDENT LIVING FACILITIES TO RESIDENTS. FRIENDSHIP VILLAGE IS AN ACTIVE SENIOR LIVING COMMUNITY. INDEPENDENT LIVING OFFERS RESIDENTS THE OPTION OF A SPACIOUS SENIOR APARTMENT OR A GARDEN HOME. BOTH OPTIONS PROVIDE OPEN FLOOR PLANS AND A WIDE VARIETY OF SERVICES AND AMENITIES. SERVICES OFFERED INCLUDE: PAID UTILITIES, HOUSEKEEPING AND LAUNDRY SERVICES, MAINTENANCE, 24-HOUR SECURITY, AND TRANSPORTATION. AMENITIES AVAILABLE TO RESIDENTS INCLUDE: MULTIPLE DINING OPTIONS, SPACIOUS COMMON AREAS, FULLY STAFFED FITNESS CENTER, A RECREATION ROOM, ARTS AND CRAFTS, COMPUTER LAB WITH TRAINING CLASSES, LIBRARY, AND AUDITORIUM. 5314396 2556452 THE ORGANIZATION PROVIDES ON-SITE ASSISTED LIVING TO RESIDENTS. FRIENDSHIP VILLAGE TEMPE OFFERS SECURE, COMFORTABLE ON-SITE ASSISTED LIVING APARTMENTS IN AN ATMOSPHERE THAT PROMOTES INDIVIDUAL WELL-BEING. FRIENDSHIP VILLAGE TEMPE PROVIDES ASSISTANCE WITH DAILY LIVING ACTIVITIES BASED ON EACH RESIDENT'S NEEDS, AND FULL ACCESS TO THE FRIENDSHIP VILLAGE CAMPUS. IF ADDITIONAL SENIOR CARE IS NEEDED, RESIDENTS HAVE ACCESS TO SKILLED NURSING AND MEMORY CARE AS PART OF THEIR LIFE CARE PLAN. SEE SCHEDULE O FOR ADDITIONAL DETAILS. 29712090 true true false true false false false false false true false false false true false true false false false false false false false false false false false false false true false false false false false false false false false false false false false false false true false false false false true 101 0 true 561 true false false false false false false false false false false X 11 11 false true true false false false false true false false false true true true true true true false false false AZ X TERRY BELLES 4808313225 2645 E SOUTHERN AVENUE TEMPE AZ 852827649 MR DON CASSANO 1.0 X X 0 0 0 REV DR JANE TEWS 1.0 X X 0 0 0 MR JOHN BENEDICT 1.0 X X 0 0 0 DR MARY KILLEEN 1.0 X X 0 0 0 MR JAMES D BEATON 1.0 X 0 0 0 MR G ROBERT EUBANKS 1.0 X 0 0 0 MR ROBERT PORTER 1.0 X 0 0 0 REV FRANK WHITE 1.0 X 0 0 0 MR GARY L RICHARDSON 1.0 X 0 0 0 MR MARC PULSIFER 1.0 X 0 0 0 MS ELLEN CAVANUAGH 1.0 X 0 0 0 MR DARRELL JENSEN 40.0 X 0 0 0 MS TERRY BELLES 40.0 X 70819 0 21491 MS LYNDA KASER 40.0 X 109426 0 12614 ADELMINA MANECLANG 57.0 X 124951 0 11049 305196 0 45154 2 false false false LIFE CARE SERVICES LLC MANAGEMENT COMPANY 719632 AJ GALLAGHER RISK MGMT SERVICES INSURANCE COMPANY 573189 ONR THERAPY MANAGEMENT 567199 MORRISON SENIOR DINING FOOD SERVICE MGMT 380386 GLYNNDEVINS ADVERTISING 329354 14 105713 565923 671636 NET PATIENT SERVICE REVENUE 623000 31278285 31278285 CAFETERIA INCOME 722210 1026928 1026928 OTHER RESIDENT SERVICES 812900 316668 316668 OTHER INCOME 623000 69178 69178 GUEST ACCOMMODATION 721000 82553 82553 32773612 464378 464378 133778 133778 0 27570 27570 27570 27570 30770611 29849810 98889 920801 -98889 821912 821912 0 0 0 0 34892886 31347463 2873787 0 0 0 0 92310 92310 0 13234340 12146887 1087453 125898 108332 17566 2055233 1863499 191734 1008278 923323 84955 965939 321439 644500 164611 164611 75788 75788 0 0 0 965602 959558 6044 486753 51621 435132 3073363 2885440 187923 0 0 1766628 1496372 270256 110346 82274 28072 0 18958 3529 15429 3419862 2896697 523165 0 5517312 4673282 844030 419619 419619 BAD DEBT 90416 90416 LICENSES, DUES & SUBSCRIPTIONS 137768 106159 31609 MEDICAL SUPPLIES 396201 396201 REPAIRS & MAINTENANCE 706213 564782 141431 EMPLOYEE EXPENSES 109586 80264 29322 73237 62015 11222 35014261 29712090 5302171 0 338642 318890 3016350 2489345 1272829 1374508 143080 151387 354978 330545 148643048 52773925 99578319 95869123 24113251 25735743 2060461 1937509 130877910 128207050 2000626 2139868 65045269 65805608 80691765 78548224 3751204 1735220 151488864 148228920 X -20856948 -20346590 245994 324720 -20610954 -20021870 130877910 128207050 X -121375 710459 X false true true X false X 318040 367827 419012 295270 671636 2071785 25952006 30047953 31826237 33196574 32773612 153796382 26270046 30415780 32245249 33491844 33445248 155868167 155868167 912828 1223265 990168 735921 625726 4487908 912828 1223265 990168 735921 625726 4487908 27182874 31639045 33235417 34227765 34070974 160356075 0.97201 0.97130 0.02799 0.02870 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true false false LOBBYING ACTIVITIES SCHEDULE C, PART II-B, LINE 1I THE ORGANIZATION IS A MEMBER OF THE AGING SERVICES OF ARIZONA AND THE AMERICAN ASSOCIATION OF HOMES AND SERVICES FOR THE AGING (AAHSA). PART OF THE PURPOSE OF THESE ORGANIZATIONS IS TO DIRECT, DEVELOP, OR AFFECT PUBLIC POLICY AND LEGISLATION WITH REGARDS TO HEALTH CARE ISSUES. THE AMOUNT SPENT ON DUES ALLOCABLE TO LOBBYING ACTIVITIES IS NOT SPECIFICALLY KNOWN; HOWEVER, SUCH AMOUNTS ARE INSUBSTANTIAL. 1787642 1787642 131533482 43034379 88499103 422125 273640 148485 9860191 6225001 3635190 5039608 3240905 1798703 95869123 0 REFUNDS IN PROCESS 658355 DEPOSITS AND ADVANCE PYMTS 392915 CRAT & ANNUITY LIABILITIES 683950 1735220 34892886 35014261 -121375 766891 -56432 710459 589084 35702234 766891 -56432 710459 34991775 -98889 -98889 34892886 35113150 98889 98889 35014261 35014261 OTHER CHANGES IN NET ASSETS SCHEDULE D, PART XI, LINE 8 ACTUARIAL CHANGE IN SPLIT-INTEREST AGREEMENTS ( 56,432) OTHER AMOUNTS INCLUDED ON LINE 1 BUT NOT ON FORM 990, PART VIII, LINE 12 SCHEDULE D, PART XII, LINE 2D ACTUARIAL CHANGE IN SPLIT-INTEREST AGREEMENTS ( 56,432) OTHER AMOUNTS INCLUDED ON FORM 990, PART VIII, LINE 12, BUT NOT ON LINE 1 SCHEDULE D, PART XII, LINE 4B LOSS ON SALE OF FIXED ASSETS ( 98,889) OTHER AMOUNTS INCLUDED ON LINE 1, BUT NOT ON FORM 990, PART IX, LINE 25 SCHEDULE D, PART XIII, LINE 2D LOSS ON SALE OF FIXED ASSETS 98,889 UNCERTAIN TAX POSITIONS SCHEDULE D, PART X, LINE 2 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. INDUSTRIAL DEVELOPMENT AUTHORITY OF TEMPE AZ 860439481 87972TAM9 2004-07-19 19711248 REFINANCE PORTION OF 1993 BOND false false false 19711248 19313319 394225 3704 2004 true false true true false true false false false false ORGANIZATION'S MISSION FORM 990, PART III, LINE 1 FRIENDSHIP VILLAGE HAS THE EXPERIENCE, THE WONDERFUL RESIDENTS AND THE HELPFUL STAFF TO EXCEED EXPECTATIONS, NOT ONLY NOW BUT FOR YEARS TO COME. SKILLED NURSING CARE FORM 990, PART III, LINE 4A LIKE ASSISTED LIVING, SKILLED NURSING IS AVAILABLE TO RESIDENTS OF FRIENDSHIP VILLAGE, AS WELL AS TO NON-RESIDENTS IF SPACE IS AVAILABLE. AND IF EVER NEEDED, RESIDENTS ALSO HAVE ACCESS TO MEMORY CARE AS PART OF THEIR LIFE CARE PLAN. THE MONTESSORI PROGRAM FOR MEMORY CARE IS UNIQUE. THE FOCUS IS ON THE RESIDENT AS AN INDIVIDUAL AND CARE IS TAILORED AROUND THEIR SPECIFIC NEEDS. FRIENDSHIP VILLAGE TEMPE UNDERSTANDS AND APPRECIATES THE DIFFICULTIES FACED BY THE FAMILIES AND LOVED ONES OF THOSE SUFFERING FROM ALZHEIMER'S, DEMENTIA OR OTHER FORMS OF MEMORY LOSS. IT'S A CONDITION THAT NOT ONLY AFFECTS THE PERSON WHO HAS IT, BUT ALSO THE PEOPLE AROUND THEM. THAT'S WHY THE FAMILY AND LOVED ONES OF RESIDENTS ARE INVOLVED IN THE PROGRAMS. THE BELIEF IS, WITH EVERYONE PARTICIPATING, THE RESIDENT'S EXPERIENCE WILL BE EVEN MORE POSITIVE AND MEANINGFUL. DEVELOPED WITH THE PRIMARY GOAL THAT EACH RESIDENT EXPERIENCE MEANINGFUL AND PURPOSEFUL ACTIVITIES, THE MONTESSORI-BASED DEMENTIA PROGRAM AT FRIENDSHIP VILLAGE MAINTAINS THE INDEPENDENCE, INDIVIDUALITY, PRIVACY, AND COMPANIONSHIP OF THE RESIDENT. THE STAFF HAS BEEN SPECIFICALLY TRAINED IN THE MONTESSORI PROGRAM, AND HAS A STRONG, CARING DESIRE TO PROVIDE RESIDENTS WITH A HIGHER QUALITY OF LIFE. ON-SITE ASSISTED LIVING APARTMENTS FORM 990, PART III, LINE 4C A WIDE RANGE OF ON-SITE THERAPY IS AVAILABLE, INCLUDING OCCUPATIONAL, PHYSICAL, AND REHABILITATIVE. AT THE NUNNENKAMP CENTER, RESIDENTS HAVE A CUSTOMIZED TREATMENT PLAN BASED ON INDIVIDUAL NEEDS. THE HIGHLY TRAINED STAFF HAS EARNED A STELLAR REPUTATION FOR THEIR COMMITMENT TO SENIOR CARE AT THE COMMUNITY. DELEGATION OF MANAGEMENT DUTIES FORM 990, PART VI, SECTION A, LINE 3 TEMPE LIFE CARE VILLAGE HAS A MANAGEMENT CONTRACT WITH LIFE CARE SERVICES, LLC ("LCS"), UNDER WHICH LCS PROVIDES MANAGEMENT SERVICES INCLUDING, BUT NOT LIMITED TO, MARKETING, HUMAN RESOURCES, ACCOUNTING, INFORMATION TECHNOLOGY SERVICES, CLINICAL OVERSIGHT AND INSURANCE. IN ADDITION, LCS PROVIDES COMPENSATION FOR TEMPE LIFE CARE VILLAGE'S EXECUTIVE DIRECTOR. TEMPE LIFE CARE VILLAGE ALSO REIMBURSES LCS WITH MONTHLY MANAGEMENT FEES FOR THE COMPENSATION PAID AND OTHER SERVICES PROVIDED. SIGNIFICANT CHANGES TO ORGANIZATIONAL DOCUMENTS FORM 990, PART VI, SECTION A, LINE 4 NEW BYLAWS WERE ADOPTED BY THE BOARD OF DIRECTORS ON AUGUST 3, 2010. SIGNIFICANT CHANGES TO THE BYLAWS INCLUDED A CHANGE TO THE VOTING OF BOARD MEMBERS, FORMAL ESTABLISHMENT OF THE COMPOSITION AND PROCEDURES OF THE AUDIT COMMITTEE, AND CHANGES IN THE POWER TO ADOPT, AMEND OR REPEAL THE BYLAWS. COMMITTEE DOCUMENTATION FORM 990, PART VI, SECTION A, LINE 8B THERE IS NO FORMAL DOCUMENTATION OF THE COMMITTEE MEETINGS AND ACTIONS. HOWEVER, EACH COMMITTEE REPORTS ITS ACTIVITY FOR THE MONTH AT EACH MONTHLY BOARD OF DIRECTORS GENERAL MEETING. THESE REPORTS ARE DOCUMENTED IN THE MINUTES OF THE BOARD OF DIRECTORS GENERAL MEETING. FORM 990 REVIEW PROCESS FORM 990, PART VI, SECTION B, LINE 11A THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM BASED ON AUDITED FINANCIAL STATEMENTS AND INFORMATION PROVIDED BY THE ACCOUNTING DEPARTMENT OF THE ORGANIZATION. A DRAFT OF THE 990 IS REVIEWED IN DETAIL BY THE SENIOR MANAGEMENT TEAM OF TEMPE LIFE CARE VILLAGE. AFTER THE INTERNAL REVIEW, A DRAFT COPY OF THE 990 IS PRESENTED TO THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS PRIOR TO FILING. CONFLICT OF INTEREST POLICY COMPLIANCE FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST FORMS ARE DISTRIBUTED ANNUALLY TO THE BOARD OF DIRECTORS. THE SENIOR MANAGEMENT TEAM REVIEWS THOSE FORMS AND INFORMS THE CHAIRMAN OF THE BOARD OF ANY CONFLICTS OF INTEREST. IF A CONFLICT ARISES, THE AFFECTED BOARD MEMBER IS REQUIRED TO ABSTAIN FROM VOTING ON THE ISSUE. COMPENSATION DETERMINATION FORM 990, PART VI, SECTION B, LINES 15A & 15B THE ORGANIZATION'S MANAGEMENT COMPANY COMPENSATES THE CEO AND THE ADMINISTRATOR OF RESIDENT SERVICES. REIMBURSEMENT OF THEIR SALARIES AND OTHER COMPENSATION IS COVERED IN THE MANAGEMENT CONTRACT, WHICH THE BOARD APPROVED EFFECTIVE JANUARY 1, 2007. ANY INCREASES ARE APPROVED AS PART OF THE ANNUAL BUDGET PROCESS DESCRIBED BELOW. THE DIRECTOR OF FINANCE'S COMPENSATION IS DETERMINED BY WAGE AND SALARY SURVEYS USED BY THE ORGANIZATION'S HUMAN RESOURCES DEPARTMENT. IT IS APPROVED AS PART OF THE GENERAL BUDGET APPROVAL PROCESS BY THE BOARD FINANCE COMMITTEE AND THE ENTIRE BOARD OF DIRECTORS. APPROVAL IS RECORDED IN THE BOARD MEETING MINUTES IN NOVEMBER OF EACH YEAR. GOVERNING DOCUMENT AVAILABILITY FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S ARTICLES OF INCORPORATION AND BYLAWS, INCLUDING THE CONFLICT OF INTEREST POLICY, ARE FILED WITH THE ARIZONA CORPORATION COMMISSION. FINANCIAL REPORTS ARE PART OF THE ARIZONA DEPARTMENT OF INSURANCE ANNUAL REPORT AND ALSO REPORTED ON THE NRMSIRs (EMMA). OTHER CHANGES IN NET ASSETS FORM 990, PART XI, LINE 5 NET UNREALIZED GAINS (LOSSES) ON INVESTMENTS 766,891 ACTUARIAL CHANGE IN SPLIT-INTEREST AGREEMENTS ( 56,432) ------------------- 710,459 BOND YEAR SCHEDULE K THE TIME PERIOD USED FOR THE INFORMATION ON SCHEDULE K IS BASED ON THE BOND YEAR ENDING 7/19/2010. FRIENDSHIP VILLAGE OF TEMPE FOUNDATION 2645 E SOUTHERN AVE TEMPE AZ 85282 860564702 FUNDRAISING AZ 501(C)(3) 11C III NA false false true false false false false false false false false true true false false false false false