2011-12-14T08:34:18-06:00 2011-01-31 990 2010-02-01 953472345 Covenant Retirement Communities West COVE 8056870701 2550 Treasure Drive Santa Barbara CA 931054892 Elizabeth Buikema 7738782294 2011-12-14 2010 2016-02-24 21:20:13Z Elizabeth Buikema 5700 Old Orchard Rd Skokie IL 60077 74394930 0 2650 X www.covenantretirement.org X 1975 CA Care for Senior Adults 19 15 893 170 0 0 770727 1090543 65618602 66153466 6049754 5841970 1386141 1251230 73825224 74337209 58563 58535 0 0 27518463 27700991 0 0 564148 37075726 40336092 64652752 68095618 9172472 6241591 245389265 250464521 171680173 170177740 73709092 80286781 X As a ministry of the Evangelical Covenant Church, Covenant Retirement Communities celebrates God's gift of life in Christian community. We follow the Great Commandment to love and serve God and one another as taught by Jesus Christ. (SEE SCHEDULE O) 0 0 25539936 32627404 Residential Living:The number of persons who benefited from the services we provided for the year ended January 31, 2011 were as follows:There were 1,085 Residents occupying 800 apartments as of 1/31/11. The residency for the fiscal year totaled 403,731 resident days. 7410122 9718034 Assisted Living & Assisted Dementia:The number of persons who benefited from the services we provided for the year ended January 31, 2011 were as follows:There were a total of 186 assisted living residents at 01/31/11. Assisted living residency for the fiscal year totaled 68,752 patient days. 19847467 25052797 Skilled Nursing:The number of persons who benefited from the services we provided for the year ended January 31, 2011 were as follows:There were a total of 230 skilled care patients at 01/31/11.Skilled care residency for the fiscal year totaled 81,521 patient days. The organization was involved in various community benefits projects which include the followingThe Samarkand: - Staff members volunteered a total of 723 hours of their time to various activities/events in the community including the Empty Bowls for Food Bank and Breakfast Club (equivalent to $63,375)- Residents volunteered a total of 4,926 hours to various activities/events in the community including the Empty Bowls for Food Bank and Operation Christmas Child project.- Hosted monthly student internship programs for students from the Santa Barbara City College Student internship program (equivalent to $20,150)- Provided space usage for meetings & events for small (under 35) to large groups (75+ people) including the El Montecito Presbyterian Church, First Presbyterian Church, Montecito Covenant Church, Neighborhood Association, Peninsula Covenant Church, PEO Sisterhood, Samarkand Neighborhood Association, Santa Barbara Clergy Association, Cal Lutheran University, Covenant Pacific Southwest Conference, DAWG Board, Diversity Breakfast Club, Domestic Violence Solutions, SB ARES Group, Price Time Band and Westmont College 55th Reunion (equivalent to $85,469)- Participated in the Recycling project, Environ-Energy Conserving Lighting project and other energy saving programs (equivalent to $48,791)- Provided temporary residence to missionaries ($1,148)- Monetary Donations to Alzheimer's Association - Central Coast Chapter, American Bible Society, Campus Crusade for Christ Jesus Film, CHET - Covenant Hispanic Seminary, Covenant Help Fund PSWC, Covenant Mission, Covenant Radio for Russia, Covenant Women's Project (AVA), Covenant World Relief, Covenant World Relief Special Children's Project, Gideon's International, Habitat for Humanity, International Bible Society, KICY Radio-Alaska, Life Network, Mission Aviation Fellowship, North Park Covenant Seminary, SB Community Development Center, SB Community Kitchen, SB Rescue Mission, SB Salvation Army, Transition House, Villa Majella, Wycliffe Bible Translators ($18,400 in Total)-In-Kind Donations to Peace of Wisdom Ministries, and Santa Barbara Food Bank ($4,625 in estimated value)Covenant Village of Turlock:- Staff members volunteered a total of 67 hours of their time to various areas in the community which includes the Calvary Chapel Church, Delta Blood Bank, Medic Alert Foundation and Monte Vista Chapel Library (equivalent to $6,100)- Residents volunteered a total of 435 hours in the community which includes the Covenant World Missions, Delta Blood Bank, Westside Ministries and Medic Alert Foundation - Provided space usage for meetings/events for small (under 35) to large groups (75+ people) including different support group meetings (Alzheimer's, Loss of Spouse, Parkinson's, Peripheral Neuropathy) CARE, Gideon's International, Golden Valley Men's Chorus, AARP CLASS, Turlock Historical Society, music recitals and other music/arts events (Covenant Four Quartet, Lindsborg Swedish Folk Dances, Opus Handbell Ensemble concert) Israel Night Bible Study and other small bible study groups, Taste of Turlock meeting, Skandi-Fest organization meeting, Leadership Turlock, Church Relations, Estate Planning and Informational seminars, class reunion and Faith Home Ranch luncheons, local school functions (Keyes Charter School Award Ceremony, elementary school art faire), City Council candidate and Public Safety (Denham) forums, Stanislaus County Fair Relaxation Station, State Election and WestSide Women's Conference. (equivalent to $925,375 and a total of 220 Staff volunteer hours)- In kind Donations to the Antionette Institute, Arc of Covenant tickets, Food Drive, Gallo tickets, Goodwill, Henry Cash, Salvation Army, Teen Challenge Faith Home, United Samaritans, Off Center Thrift and WCP (We Care Program) ($4,364 estimated value)Mt. Miguel Covenant Village:- Staff members volunteered a total of 36 hours of their time to various community activities/events such as the Activities Director of Greater San Diego meeting, Alzheimer's Association Memory Walk, Children of Need Outreach and Homeless Outreach (equivalent to $2,638)- Residents volunteered a total of 9,394 hours to the community -Hosted student internship program (equivalent to $2,700)- Provided space usage for meetings and community events for small (under 35) to large groups (75+ people) including the 4th of July Parade, Annual Benevolent Dinner, various Concert on the Green events (Kearny Mesa Concert Band, Linsborg Swedish Folk Dancers and Jeremiah and the Bullfrogs), 2 Hymn Sing events with Fullerton Evangelical Free Church and Mission Valley Church of the Nazarene, Covenant 4 Concert, All-Campus Music Program, Alzheimer's Association presentation (Exercise and Brain Health), Life Sharing Organ Donation Seminar, Accordion Lovers Society International, AARP Driver Safety Course, Census Worker Training and Polling Place. (equivalent to $500,440)Covenant Shores:- Staff members volunteered a total of 2,541 hours for the various activities & events in the community including Leadership training for small groups, helping out local churches, schools, street kids ministry and other community programs (equivalent to $169,313)- Residents volunteered a total of 4,965 hours to various activities in the community including the Stitches from the Heart (knitting 420 items for local hospitals) - Provided space usage for meetings/events for small (under 35) to large groups (75+ people) including the M.I. Community Lunch Program, Eastside Covenant Pastors Luncheon, Educational Series, Newport Covenant Church Retreat, Stitches from the Heart Tea, AAHSA Resident Forum and a memorial service (equivalent to $129,550)-Provided scholarships to individuals ($13,020.00 in total)- Monetary Donations to Covenant Women's Ministries, Covenant World Missions, Eastside Covenant Pastors Luncheon, Mission for Mercy, Senior Citizen's Day, Walk for Rice (Asian Counseling and Referral Service) ($1,939 in total)- In-kind Donations to Salvation Army clothing bin, and St. Vincent De Paul ($2,500 in estimated value). 52797525 1 1 0 0 0 0 0 1 0 1 1 0 1 1 0 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 1 171 0 1 893 1 0 0 0 0 0 1 1 0 0 0 0 X 19 15 0 1 0 0 1 0 1 1 1 1 0 1 1 1 1 1 1 1 1 0 CA X Elizabeth Buikema 7738782294 C/O CRC 5700 Old Orchard Rd Skokie IL 60077 X Curtis B Anderson 1.00 X 0 0 0 Rev Richard B Berry 1.00 X 0 0 0 Wendell Danielson 1.00 X 0 0 0 Rev Harvey Drake 1.00 X 0 0 0 James Elving 1.00 X 0 0 0 Marc E Espinosa 1.00 X 0 0 0 Lorene G Flewellen 1.00 X 0 0 0 Beverly A Freeman 1.00 X 0 0 0 Rhoda Friesen 1.00 X 0 0 0 Donald Holt 1.00 X 0 0 0 Mary Miller 1.00 X 0 0 0 Cletus J Moll 1.00 X 0 0 0 Joyce Peterson 1.00 X 0 0 0 Norton Richards 1.00 X 0 0 0 Walter Schiller 1.00 X 0 0 0 Jean A Stebinger 1.00 X 0 0 0 John C Swanson 1.00 X 0 0 0 Anne Vining 1.00 X 0 0 0 David A Dwight 1.00 X 0 571606 115344 Rick K Fisk 1.00 X X 0 538086 87445 Robert K Johnston 1.00 X 0 0 0 Gary Walter 1.00 X 0 148660 113514 Steven P Anderson 1.00 X 0 192411 58709 Elizabeth B Buikema 1.00 X 0 269952 47324 Moraine M Byrne 1.00 X 0 212629 38590 Terri S Cunliffe 1.00 X 0 215784 45700 John R Harriff 1.00 X 0 197364 44229 David G Erickson 1.00 X 0 201342 28760 Kathleen Jenkins 1.00 X 0 115714 49654 Thad D Rothrock 40.00 X 172730 0 32258 Anne Arakaki-Lock 40.00 X 126900 0 23487 Dwayne D Gabrielson 40.00 X 115349 0 37715 Paul D Peterson 40.00 X 148496 0 33410 Jay S Caddell 40.00 X 103983 0 29696 Edna Briones 40.00 X 105424 0 10511 772882 2663548 796346 7 0 1 0 Sodexo Inc & Affiliates Dept 43283 Los Angeles CA 900883283 Dining Services 2063337 Aegis Therapies PO Box 8103 Fort Smith AR 72902 Therapy Services 894199 Hallmark Rehabilitation 27442 Portola Parkway Suite 200 Foothill Ranch CA 92610 Therapy Services 551685 Pannel Construction Company 9623 Kenora Lane Spring Valley CA 91977 Maintenance/Construction Services 490072 Orthopaedic & Neurological Rehabilitatio 1101 S Capital of Texas Hwy Bldg Austin TX 78746 Therapy Services 269685 12 142879 20988 926676 1090543 Routine Services 623000 43892623 43892623 Entrance Fees 623000 9872683 9872683 Medicare/Medicaid 623000 7073606 7073606 Ancillary Services 623000 4884832 4884832 Meals 623000 429722 429722 66153466 4389495 4389495 42786 36325 6461 6461 6461 1452475 1452475 1452475 1452475 21396 121483 21396 0 Support Services 623000 895437 895437 Services to Residents 623000 111923 111923 237409 237409 1244769 74337209 67398235 0 5848431 58535 58535 191494 191494 21531186 18022568 3383610 125008 555697 459724 92067 3906 3770247 3199597 565516 5134 1652367 1306382 336708 9277 348154 348154 56055 56055 102008 102008 5105495 4784253 321242 717427 711783 5644 2721307 2206544 514006 757 434171 482 433689 3750510 3750510 85381 19615 65766 135603 19952 115651 5470766 4201454 1203569 65743 7985336 6133251 1756774 95311 860532 860532 Related Party Payments 4382933 92353 4044315 246265 Dining Services 2829738 2829738 Resident Care 1896250 1896250 Property & Sales Taxes 215532 18072 197460 Admin & General 214514 13523 200991 3024380 2576036 441241 7103 68095618 52797525 14733945 564148 627058 183108 135701 100107 1206763 1279703 2259052 2511060 258840 261355 190981 353362 209723262 89805073 125272842 119918189 47436852 49849001 13281720 13089816 54719456 62918820 245389265 250464521 2021680 2351453 60093673 60358492 73944840 72122561 801113 1392415 34818867 33952819 171680173 170177740 X 72126479 78368070 1582613 1918711 73709092 80286781 245389265 250464521 X 6241591 336098 X 0 1 1 X 0 X 1489852 676059 969650 770727 1090543 4996831 58045423 60997665 60030554 65618602 66153466 310845710 59535275 61673724 61000204 66389329 67244009 315842541 0 0 0 315842541 3616694 4127962 3476399 6049754 3529628 20800437 3616694 4127962 3476399 6049754 3529628 20800437 63151969 65801686 64476603 72439083 70773637 336642978 0.93820 0.93570 0.06180 0.06430 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 4608401 4608401 171619116 69399361 102219755 27479910 17828885 9651025 6015835 2576827 3439008 119918189 Mortgages 105128 F Domestic Equity 1780001 F International Equity 2929103 F Hedge Funds & Derivatives 4557423 F Private Equity 2015112 F International Real Estate 1703049 F 13089816 Unamortized Debt & Related Expenses 1366718 Other Investments 2552304 Intercompany Accounts 423717 Unamortized Original Issue Discount 58576081 62918820 Deferred Revenue Subject to Refund 19781591 Refundable Contract Liabilities 12597720 Accrued Taxes & Employee Benefits 57333 Other Liabilities 1516175 33952819 74337209 68095618 6241591 336098 336098 6577689 Part IV, Line 2b: Part IV, line 2b: Resident Trust Fund Account: Per state regulations, an account is made available to Skilled Nursing Facility residents wishing to deposit personal needs funds that they can access as needed. Interest is paid based on the interest received from the bank for those deposited funds and allocated among the individual trust fund accounts based on average balances. Resident Entrance Fee Account: Prospective residents pay an application fee deposit which is carried in an escrow account. At move in, the deposit is applied against the total entrance fee amount and the remainder of the money is collected and put in this account. At the end of the month the resident has moved in, all money is transferred out of the escrow account. Description of Uncertain Tax Positions Under FIN 48: Part X: Part X, Line 2: A FIN 48 footnote was not included in the consolidated audited financial statements of Covenant Retirement Communities, Inc. A FIN 48 analysis was completed for Covenant Retirement Communities, Inc. and it did not have a material impact on the financial position or results of operations. Part XI, Line 8 - Other Adjustments: Change in Temporarily Restricted Net Assets not included on Income Stmnt 336,098. CVOT Benefit Dinner 28234 22089 6145 500 5645 MMCV Benefit Dinner 60505 55358 5147 5147 1 54140 44036 10104 2625 375 7104 142879 121483 21396 2625 875 17896 21396 0 1 Good Neighbor Fund 8 58535 Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, Part I, Line 2: When a resident's financial need becomes known, consideration is given by the executive director of the facility to determine if the resident qualifies for assistance based on the guidelines established for the fund. Each expenditure from the fund is approved by the executive director. X X 1 1 X X X X 0 1 0 0 0 0 0 1 0 David A Dwight 0 510979 0 0 0 60627 0 85776 0 29568 0 686950 0 0 Rick K Fisk 0 370403 0 130023 0 37660 0 71690 0 24115 0 633891 0 9534 Gary Walter 0 148660 0 0 0 0 0 27082 0 86432 0 262174 0 0 Steven P Anderson 0 145268 0 30547 0 16596 0 41797 0 22581 0 256789 0 10259 Elizabeth B Buikema 0 198408 0 39225 0 32319 0 24656 0 24621 0 319229 0 10513 Moraine M Byrne 0 155268 0 35675 0 21686 0 24929 0 15826 0 253384 0 8244 Terri S Cunliffe 0 151562 0 31369 0 32853 0 37247 0 10719 0 263750 0 0 John R Harriff 0 125169 0 34080 0 38115 0 30819 0 18998 0 247181 0 0 David G Erickson 0 142537 0 32865 0 25940 0 9874 0 23996 0 235212 0 0 Kathleen Jenkins 0 71285 0 7500 0 36929 0 33794 0 17549 0 167057 0 4408 Thad D Rothrock 160546 0 9532 0 2652 0 12752 0 21167 0 206649 0 8666 0 Anne Arakaki-Lock 109692 0 5335 0 11873 0 20487 0 6248 0 153635 0 0 0 Dwayne D Gabrielson 98130 0 6095 0 11124 0 21359 0 21022 0 157730 0 0 0 Paul D Peterson 137346 0 7648 0 3502 0 17430 0 18370 0 184296 0 6408 0 Part I, Line 1a Part I, Line 1a: The following are available benefits and are treated as taxable compensation: - Health club dues paid for two (2) senior-level employee. - Gross-up payments paid for three (3) senior-level employeeS. Part I, Line 4b Executive Benefit Plan Covenant Ministries of Benevolence (CMB) provides certain supplemental retirement benefits to its officers and key employees. These benefits are provided through a nonqualified deferred compensation plan, under which a portion of the benefits being earned are subject to a "substantial risk of forfeiture." The supplemental retirement benefits are structured to provide a retention incentive that has been determined by the Compensation Committee of CMB's Board to be of substantial value to the organization. The Committee approves all retirement benefits, together with all other forms of compensation and benefits for these and other executives, in a manner intended to qualify for the rebuttable presumption of reasonableness under the intermediate sanctions rules of federal income tax law. The following listed individuals participated in the Executive Benefit Plan: David Dwight - $47,991.81 Rick Fisk - $34,207.02 Elizabeth Buikema - $11,583.58 Steven P. Anderson - $13,334.46 John R. Harriff - $13,818.86 Terri Cunliffe - $9,889.30 Moraine Byrne - $9,796.00 David Erickson - $12,754.58 Kathleen Jenkins - $7,046.80 Thad D. Rothrock - $8,047.00 Dwayne D. Gabrielson - $10,184.88 Anne A. Arakaki-Lock - $10,171.74 Paul D. Peterson - $8,526.00 Pension Restoration Plan As certain individuals' pension benefits may be limited by tax code maximums on both eligible compensation and benefits, Covenant Ministries of Benevolence (CMB) provides a Pension Restoration Plan which entitles the individuals listed below to a pension benefit based on total cash compensation. David A. Dwight - $8,596 Rick K. Fisk - $9,273 Part I, Line 7 Part I, Line 7: The following applies to certain individuals listed on Part VII whose compensation is paid from related organizations: The Executive Compensation Committee (the "Committee") follows a prescribed method for calculating bonuses. The calculation is based on measurable targets determined at the beginning of the year. The Committee has the ability to adjust the dollar value of the calculated awards by up to 10%. The adjustment can be an upward or downward adjustment based on various performance factors. Refer to additional information on the Committee included in Schedule O. Supplemental Information Part III Part II, Column B (i): Base compensation for certain individuals may include payments from deferred compensation plans. Part II, Column B (ii): Bonus and incentive compensation - Certain key persons employed by CRC are eligible for incentive compensation as determined by the CRC Board Compensation Committee. Incentives paid in 2010 relate to the achievement of targets for the fiscal year ended 1/31/2010. Part II, Column C: Deferred compensation includes and estimate of the contribution made to an employer sponsored defined benefit pension plan. Part II, Column D: Nontaxable benefits include health insurance premiums paid by the employer and employee. Colorado Health Facilities Authority 840752932 196474Z29 2005-08-25 26231727 See Schedule O 0 0 0 21938870 2240680 428737 19006565 262888 2007 0 0 1 1 0 0 1 0 1 0.00100 0.00100 1 0 0 0 NA 0 NA 0 0 Schedule K Supplental Information Part III - Question 4: Small space used for Beauty Shop by outside beautician to provide hair care to residents. Part IV - Question 1: No positive arbitrage was calculated. Part IV - Question 5: Opinion of Bond Counsel was received that disbursement after temporary period would not adversely affect any exemption from federal income taxation to which such interest would otherwise be entitled. Part I - Row A - Col F: Bond Issues Description of Purpose: Construction, equipping and site developmemnt of a new three-story 91,000 square foot Town Center located at the campus owned and operated by Covenant Retirement Communities West d/b/a Covenant Village of Turlock, located in Turlock, California. The Town Center includes 30 residential living units, an underground/above-ground parking structure and an indoor pool and fitness center. Project was opened in 2007. Form 990, Part VI, Section A, line 3 Covenant Retirement Communities West delegated control over management duties to Covenant Retirement Communities, Inc. (CRC), its parent organization. Form 990, Part VI, Section A, line 6 The sole member of Covenant Retirement Communities West (CRC-West) is Covenant Retirement Communities, Inc. (CRC). Form 990, Part VI, Section A, line 7b S 2.4 of Bylaws include reserved powers to the [individual] members such as appointment of president of CRC, changes to mission and strategic plan, approval of certain acquisitions, dispositions and financings, changes to articles and bylaws. Form 990, Part VI, Section B, line 11 Management Review: The draft Form 990 was reviewed by multiple levels of management including the President of CRC, the Vice President of Finance/CFO and the Vice President of Legal Affairs. Board Review: Prior to filing, key provisions of the Form were discussed with the Board of Directors at the Board meeting and the final Form 990 was provided to each Board member. Form 990, Part VI, Section B, line 12c Covenant Retirement Communities, Inc. (CRC) has an Administrative Policy on conflict of interest, identifying the parameters of a conflict of interest and the requirement to disclose any such conflict of interest. Each January, the CRC policy is distributed to CRC board members and officers. They are asked to sign acknowledging receipt of the policy and to disclose if they have any conflicts of interest. If someone is absent from the meeting or fails to return the acknowledgment, there is a follow-up with the individual until the signed acknowledgment is provided. In addition to the above, a separate and more comprehensive questionnaire is sent to the board members, officers, key employees and other interested persons. The completed questionnaires are reviewed by CRC's legal counsel to determine if any actual or potential conflicts exist. If a person becomes an interested person, he or she may be considered in determining whether a quorum is present. The interested person may make a short statement relating to the transaction or arrangement in question, but shall not be present during the discussion and shall not vote on the motion addressing the actual or potential conflict. Form 990, Part VI, Section B, line 15 Covenant Retirement Communities' (CRC) Board of Directors has duly appointed an Executive Compensation Committee (the "Committee"), which is responsible for the review and approval of all compensation and benefits provided to CRC's executive management. The Committee has adopted a written Executive Compensation Philosophy Statement and an Executive Compensation Committee Charter governing the work and review process of the Committee. The Committee follows the procedures described in the Philosophy Statement and the Charter when it reviews and approves the compensation and employee benefits provided to the CRC's senior management. The Committee's review analyzes every element of compensation, including current and deferred compensation, and benefits, including qualified and non-qualified benefits. The Committee conducts its review and approval process at least annually, and approves compensation and benefits only to the extent that the Committee has concluded that the compensation and benefits constitute no more than reasonable compensation for each executive. The Committee consists entirely of disinterested members of the Board, and the Committee works with an independent compensation consultant to prepare and review in advance comprehensive data showing the compensation provided by similarly situated organizations for functionally similar positions. The Committee also prepares a timely and thorough written record of its deliberations and conclusions. As a result, the Committee's review process is designed to satisfy the procedural criteria necessary to qualify for the rebuttable presumption of reasonableness under the federal income tax law intermediate sanctions rules. Form 990, Part VI, Section C, line 18 Form 990, Part VI, Section C, Line 18: A copy of the organization's Form 990 is available upon request by contacting the CRC accounting department at 773-878-5744. Form 990, Part VI, Section C, line 19 Form 990, Part VI, Section C, Line 19: The governing documents, conflict of interest policy and financial statements are available upon request by contacting the CRC accounting department at 773-878-5744. Related Organization Form 990 - Part VII - Section A Officers and Directors devote less than 1 hour per week to related organizations except for those individuals that are employees of Covenant Retirement Communities, Inc. (CRC). Those that are employed by CRC devote approximately 40 hours per week to CRC. Changes in Net Assets or Fund Balances: Form 990, Part XI, line 5: Change in Temporarily Restricted Net Assets not included on Income Stmnt 336,098. Total to Form 990, Part XI, Line 5: 336,098. Mission Statement Form 990 - Part III - Line 1 As a ministry of the Evangelical Covenant Church, Covenant Retirement Communities celebrate God's gift of life in Christian community. We follow the Great Commandment to love and serve God and one another as taught by Jesus Christ. That compels us to affirm the dignity of each person and to pursue excellence and financial integrity in all that we do. As we provide a broad range of resources, services and programs to enhance individual and community wellness, we collaborate with residents and families to achieve the best possible results. While seeking to foster independence, we respond to each individual's evolving needs in order to provide the security that assures peace of mind. In living out the mission, the community provides a complete continuum of care from residential living through skilled nursing. Such services are guided by a series of values and goals addressing resident needs, privacy, safety and dignity, including appropriate access to services. In carrying out the mission statement of Covenant Retirement Communities, Covenant Retirement Communties West provided $1,284,043 of free or discounted services to those residents unable to pay all or a portion of their charges, and who meet certain eligibility requirements. Contact Information for Directors and Officers Form 990 - Part VI - Line 9 All of the organization's directors and officers can be contacted at this address: Covenant Retirement Communities, Inc. - 5700 Old Orchard Road, Skokie, IL 60077. Other - Fees for services (non-employees) Form 990 - Part IX - Line 11g - Contracted Healthcare Services $ 4,586,709 - Consultant Services $518,786 The Samarkand 2550 Treasure Drive Santa Barbara CA 93105 953472345 Continuing Care Retirement Community CA 22740513 82627238 N/A Covenant Village of Turlock 2125 North Olive Ave Turlock CA 95380 953472345 Continuing Care Retirement Community CA 14543499 66219955 N/A Mount Miguel Covenant Village 325 Kempton Street Spring Valley CA 91977 953472345 Continuing Care Retirement Community CA 16854616 55055941 N/A Covenant Shores 9150 Fortuna Drive Mercer Island WA 98040 953472345 Continuing Care Retirement Community WA 17886240 46561388 N/A Evangelical Covenant Church 8303 West Higgins Road Chicago IL 60631 362167730 Church IL 501(c)(3) Line 1 N/A 0 Swedish Covenant Faculty Group (SCFG) 5145 North California Avenue Chicago IL 60625 363686216 Patient Treatment/Education IL 501(c)(3) Line 11a, I Swedish Covenant Hospital 0 Swedish Covenant Hospital 5145 North California Avenue Chicago IL 60625 362179813 Hospital IL 501(c)(3) Line 3 Covenant Ministries of Benevolence 0 Swedish Covenant Hospital Foundation (SCHF) 5145 North California Avenue Chicago IL 60625 205055155 Supporting Organization of SCH IL 501(c)(3) Line 7 Swedish Covenant Hospital 0 SC Insurance Company 6970 E Chauncey Lane Suite 100 Phoenix AZ 85054 273312053 Insurance AZ 501(c)(3) Line 11a, I Swedish Covenant Hospital 0 Cardiovascular Performance Group LLC 5145 N California Avenue Chicago IL 60625 203587272 Management Services IL N/A N/A 0 0 Coast Asset Management LLC 2450 Colorado Ave Suite 100 E Tower Santa Monica CA 90404 954763400 Hedge Fund Investment CA N/A N/A 0 0 Covenant Village of Portland LP 420 NE Mason St Portland OR 97211 364356838 Assisted Living Community OR N/A N/A 0 0 LifeConnect LLC 5700 Old Orchard Road Skokie IL 60077 272827919 Wellness Software Developement IL N/A N/A 0 0 Management Services Organization 5700 Old Orchard Road Skokie IL 60077 272827998 Management & Consulting Services IL N/A N/A 0 0 Swedish Covenant Surgery LLC 5215 N California Avenue Chicago IL 60625 272485300 Outpatient Medical Services IL N/A N/A 0 0 Covenant International Insurance Company Ltd Crawford House 50 Cedar Ave Hamilton BD Insurance BD N/A Covenant Trust Company 5215 Old Orchard Rd Suite 725 Skokie IL 60077 363583163 Financial Services IL N/A C Swedish Covenant Management Services Inc (SCMS) 5145 N California Avenue Chicago IL 60625 364073303 Physician Practice Management IL N/A C Swedish Covenant Managed Care Alliance (SCMCA) 2740 W Foster Suite 409 Chicago IL 60625 364118659 Physician - Hospital Organization IL N/A C 1 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 Covenant Retirement Communities Inc A 1569560 Covenant Retirement Communities Inc O 6137350 Covenant Trust Company L 245294