BEATITUDES CAMPUS OF CARE: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- BEATITUDES CAMPUS OF CARE (EIN 86-0192846)
- Tax period
- 2009-10-01 to 2010-09-30
- Filed
- 2011-08-15
- IRS object ID
- 201142279349303974
- Schema version
- 2009v1.7
- 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 C
- Schedule D
- Schedule I
- Schedule J
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-08-15T17:32:13-04:00 | Timestamp |
| Tax Period End Date | 2010-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ MHM LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3101 N Central Ave Ste 300 | AddressLine1 |
| City | Phoenix | City |
| State | AZ | State |
| ZIP Code | 85012 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 860192846 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Beatitudes Campus | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BEAT | NameControl |
| Phone | 6029952611 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1610 W Glendale Ave | AddressLine1 |
| City | Phoenix | City |
| State | AZ | State |
| ZIP Code | 85021 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ALLEN BLOCH | Name |
| Title | CFO | Title |
| Date Signed | 2011-08-15 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6022646835 | Phone |
| Date Prepared | 2011-08-15 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | MARGARET MULLAN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1610 W GLENDALE AVE | AddressLine1 |
| City | PHOENIX | City |
| State | AZ | State |
| ZIP Code | 85021 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 21677133 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | www.beatitudescampus.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1962 | YearFormation |
| State Legal Domicile | AZ | StateLegalDomicile |
| Activity Or Mission Description | The Campus is dedicated to making a difference beyond our walls, which helps us continue to meet our mission and vision. (CONTINUED ON SCHEDULE O) | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 27 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 26 | NbrIndependentVotingMembers |
| Total Nbr Employees | 498 | TotalNbrEmployees |
| Total Nbr Volunteers | 315 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 421893 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 2180856 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 16879149 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 18942586 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 59932 | InvestmentIncomePriorYear |
| Investment Income Current Year | 85513 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 404194 | OtherRevenuePriorYear |
| Other Revenue Current Year | 372812 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 17765168 | TotalRevenuePriorYear |
| Total Revenue Current Year | 21581767 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 37513 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 35017 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 11008235 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 10747502 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 210092 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 8878636 | OtherExpensePriorYear |
| Other Expenses Current Year | 12315518 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 19924384 | TotalExpensesPriorYear |
| Total Expenses Current Year | 23098037 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -2159216 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -1516270 | RevenuesLessExpensesCY |
| Total Assets BOY | 110627014 | TotalAssetsBOY |
| Total Assets EOY | 114174656 | TotalAssetsEOY |
| Total Liabilities BOY | 107293897 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 112357809 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 3333117 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 1816847 | NetAssetsOrFundBalancesEOY |
| Mission Description | The Campus is dedicated to making a difference beyond our walls, which helps us continue to meet our mission and vision. (CONTINUED ON SCHEDULE O) | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 6766340 | Expense |
| Grants | 35017 | Grants |
| Revenue | 6876943 | Revenue |
| Description | Health Care Center provides skilled nursing care including Rehabilitation and Sub-Acute Care, skilled nursing, respite Services, Dementia Support and End-of-Life Services. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1894001 | Expense |
| Revenue | 3131513 | Revenue |
| Description | Assisted Living apartments that include Residential living with supportive services including staff available 24-hours a day, three meals daily, weekly housecleaning, transportation coordination, and recreation and activities programs. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 6088793 | Expense |
| Revenue | 9010775 | Revenue |
| Description | Independent residential living apartments and patio homes that include flexible dining program, scheduled transportation, bi-weekly housecleaning, weekly flat linen laundry service, wellness center, recreation programs, health care benefit for 180 days in assisted living care or 90 days skilled nursing and memory care, and supportive services. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 14749134 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | true | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | true | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | true | 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 | 104 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 498 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| 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 |
| Nbr Voting Governing Body Members | 27 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 26 | 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 | false | 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 | true | LocalChapters |
| Policies Reference Chapters | true | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | false | 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 | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | CAMMY CLEVENGER | NamePerson |
| Telephone Number | 6029952611 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1610 W GLENDALE AVE | AddressLine1 |
| City | PHOENIX | City |
| State | AZ | State |
| ZIP Code | 85021 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (31 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| MARGARET MULLAN | |||||||
| PRESIDENT/CEO | 40.0 | X | X | 230998 | 0 | 14003 | |
| MARCIA LEE | |||||||
| MEMBER | 0.2 | X | |||||
| JACK MARKS | |||||||
| MEMBER | 0.6 | X | |||||
| JACK EBERENZ | |||||||
| MEMBER | 0.3 | X | |||||
| NANCY ELSENHEIMER | |||||||
| MEMBER | 0.2 | X | |||||
| DAVID DAVIES | |||||||
| MEMBER | 0.5 | X | |||||
| CHARLES DITSCH | |||||||
| MEMBER | 0.3 | X | |||||
| RON EWING | |||||||
| MEMBER | 0.1 | X | |||||
| KENNETH W HUSBAND | |||||||
| MEMBER | 0.4 | X | |||||
| LISA GROBE | |||||||
| MEMBER | 0.3 | X | |||||
| MARY ANN O NEIL | |||||||
| MEMBER | 0.1 | X | |||||
| MICHAEL SCHEURICH | |||||||
| IMMEDIATE PAST CHAIR | 0.5 | X | X | ||||
| JOHN CHRISTIAN | |||||||
| MEMBER | 0.5 | X | |||||
| LOUIS JENNINGS | |||||||
| TREASURER | 0.5 | X | X | ||||
| CAROL VAUGHAN | |||||||
| MEMBER | 0.2 | X | |||||
| HERMAN ORCUTT | |||||||
| MEMBER | 0.2 | X | |||||
| SCOTT SCHAEFER | |||||||
| MEMBER | 0.4 | X | |||||
| APRIL JONES | |||||||
| MEMBER | 0.05 | X | |||||
| BRADLEY STOUFFER | |||||||
| CHAIR | 0.9 | X | X | ||||
| NEIL WARD | |||||||
| MEMBER | 0.5 | X | |||||
| JOE ROWE | |||||||
| MEMBER | 0.2 | X | |||||
| JOHN KEARNS | |||||||
| MEMBER | 0.05 | X | |||||
| PAM PILLER | |||||||
| MEMBER | 0.1 | X | |||||
| JOE CASTILLO | |||||||
| MEMBER | 0.25 | X | |||||
| LEE HOFMANN | |||||||
| MEMBER | 0.2 | X | |||||
| IRMGARD HULSTRUM | |||||||
| MEMBER | 0.3 | X | |||||
| HAZEL RICHARDS | |||||||
| MEMBER | 0.1 | X | |||||
| ALLEN BLOCH | |||||||
| CHIEF FINANCIAL OFFICER | 40.0 | X | 150576 | 0 | 12137 | ||
| SCOTT WYNN | |||||||
| CHIEF OPERATIONS OFFICER | 40.0 | 147860 | 0 | 13227 | X | ||
| SCOTT MARDIAN | |||||||
| DIRECTOR of REDEVELOPMENT | 40.0 | 123314 | 0 | 1950 | X | ||
| REBECCA BRANDON | |||||||
| SR VICE PRESIDENT - RES SERV | 40.0 | 100137 | 0 | 5575 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 752885 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 46892 | TotalOtherCompensation |
| Number Individuals GT100 K | 5 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (4 entries)
| Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|
| COVENANT ALLIANCE REHAB | |
| REHABILITATION | 537655 |
| MORRISON MANAGEMENT SPECIALISTS | |
| DIETARY MANAGEMENT | 368195 |
| GLYNNDEVINS | |
| MARKETING CONSULTING | 156755 |
| WEITZ COMPANY LLC | |
| CONSTRUCTION | 1001838 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 4 | NumberOfContractorsGT100K |
| All Other Contributions | 2180856 | AllOtherContributions |
| Noncash Contributions | 7728 | NoncashContributions |
| Total Contributions | 2180856 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| PATIENT SVS. REV. | 623000 | 10147024 | 10147024 |
| RENTAL & SVS REV. | 623000 | 8039136 | 8039136 |
| AUXILIARY SERVICE | 623000 | 470480 | 470480 |
| ENTRANCE FEES | 623000 | 285946 | 285946 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 18942586 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 178679 | TotalRevenueColumn |
| Exclusion | $178,679 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 63770 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 63770 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 63770 | TotalRevenueColumn |
| Related Or Exempt Function Income | 51877 | RelatedOrExemptFunctionIncome |
| Exclusion | $11,893 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 2200 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 95366 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -93166 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -93166 | TotalRevenueColumn |
| Exclusion | -$93,166 | 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 | ExclusionExclusionAmount | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|---|
| BEAUTY SHOP | 812900 | 195959 | $195,959 | |
| OASIS ICE CREAM | 721210 | 9828 | $9,828 | |
| ACCT & PAYROLL SVS | 541200 | 24768 | 24768 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 78487 | TotalRevenueColumn |
| Exclusion | $78,487 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 309042 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 21581767 | TotalRevenueColumn |
| Related Or Exempt Function Income | 19019231 | RelatedOrExemptFunctionIncome |
| Exclusion | $381,680 | 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 | 35017 | Total |
| Program Services | 35017 | 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 | 719165 | Total |
| Management And General | 647072 | ManagementAndGeneral |
| Fundraising | 72093 | 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 | 7718976 | Total |
| Program Services | 6938087 | ProgramServices |
| Management And General | 717053 | ManagementAndGeneral |
| Fundraising | 63836 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1473618 | Total |
| Program Services | 1302186 | ProgramServices |
| Management And General | 146864 | ManagementAndGeneral |
| Fundraising | 24568 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 835743 | Total |
| Program Services | 750202 | ProgramServices |
| Management And General | 74196 | ManagementAndGeneral |
| Fundraising | 11345 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 691 | Total |
| Management And General | 691 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 75800 | Total |
| Management And General | 75800 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1501 | Total |
| Program Services | 1501 | ProgramServices |
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 | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 696414 | Total |
| Program Services | 637694 | ProgramServices |
| Management And General | 29482 | ManagementAndGeneral |
| Fundraising | 29238 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 409715 | Total |
| Program Services | 386132 | ProgramServices |
| Management And General | 22166 | ManagementAndGeneral |
| Fundraising | 1417 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1015474 | Total |
| Program Services | 965063 | ProgramServices |
| Management And General | 50411 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 37666 | Total |
| Management And General | 34328 | ManagementAndGeneral |
| Fundraising | 3338 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2224489 | Total |
| Management And General | 2224489 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3308510 | Total |
| Management And General | 3308510 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 297323 | Total |
| Management And General | 297323 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| FOOD/DIETARY | 1989597 | 1888326 | 99386 | 1885 |
| PLANT OPS | 676553 | 642725 | 33828 | |
| REHAB THERAPY | 571633 | 571633 | ||
| ANCILLARY MEDICAL | 308960 | 308960 | ||
| TELEPHONE | 152031 | 144429 | 7602 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 549161 | Total |
| Program Services | 177179 | ProgramServices |
| Management And General | 369610 | ManagementAndGeneral |
| Fundraising | 2372 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23098037 | Total |
| Program Services | 14749134 | ProgramServices |
| Management And General | 8138811 | ManagementAndGeneral |
| Fundraising | 210092 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 82278 | BOY |
| EOY | 393831 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15319673 | BOY |
| EOY | 16134664 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 599031 | BOY |
| EOY | 725761 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2118547 | BOY |
| EOY | 3193371 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 213762 | BOY |
| EOY | 176350 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 159168 | BOY |
| EOY | 104450 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 101859220 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 19708251 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 81121482 | BOY |
| EOY | 82150969 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5408407 | BOY |
| EOY | 5405626 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5604666 | BOY |
| EOY | 5889634 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 110627014 | BOY |
| EOY | 114174656 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4405560 | BOY |
| EOY | 4159337 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16183434 | BOY |
| EOY | 21579385 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 82975898 | BOY |
| EOY | 82976578 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1302384 | BOY |
| EOY | 1231866 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2426621 | BOY |
| EOY | 2410643 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 107293897 | BOY |
| EOY | 112357809 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3231531 | BOY |
| EOY | 1770528 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 101586 | BOY |
| EOY | 46319 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3333117 | BOY |
| EOY | 1816847 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 110627014 | BOY |
| EOY | 114174656 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Both | X | FinancialStatementBoth |
| 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 | 730053 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 398676 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 599033 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 421893 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2180856 | CurrentTaxYear |
| Total | 4330511 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 14850140 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 15258852 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 16480174 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 16879149 | CurrentTaxYearMinus1Year |
| Current Tax Year | 18942586 | CurrentTaxYear |
| Total | 82410901 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 15580193 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 15657528 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 17079207 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 17301042 | CurrentTaxYearMinus1Year |
| Current Tax Year | 21123442 | CurrentTaxYear |
| Total | 86741412 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 175 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1450 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2548 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1300 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1200 | CurrentTaxYear |
| Total | 6673 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 0 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 0 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 0 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 0 | CurrentTaxYearMinus1Year |
| Current Tax Year | 0 | CurrentTaxYear |
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 175 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1450 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2548 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1300 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1200 | CurrentTaxYear |
| Total | 6673 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 86734739 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 55797 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 38441 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 115018 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 140635 | CurrentTaxYearMinus1Year |
| Current Tax Year | 242449 | CurrentTaxYear |
| Total | 592340 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 55797 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 38441 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 115018 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 140635 | CurrentTaxYearMinus1Year |
| Current Tax Year | 242449 | CurrentTaxYear |
| Total | 592340 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 352081 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 397472 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 425880 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 340241 | CurrentTaxYearMinus1Year |
| Current Tax Year | 309042 | CurrentTaxYear |
| Total | 1824716 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 15988071 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 16093441 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 17620105 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 17781918 | CurrentTaxYearMinus1Year |
| Current Tax Year | 21674933 | CurrentTaxYear |
| Total | 89158468 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.97281 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.97292 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00664 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.00447 | 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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbying | |
| Total Direct Lobbying | TotalDirectLobbying | |
| Total Lobbying Expenditures | TotalLobbyingExpenditures | |
| Other Exempt Purpose Expenditures | OtherExemptPurposeExpenditures | |
| Total Exempt Purpose Expenditures | TotalExemptPurposeExpenditures | |
| Lobbying Nontaxable | LobbyingNontaxableAmount | |
| Grassroots Nontaxable | GrassrootsNontaxableAmount | |
| Tot Lobbying Grassroot Minus Non Tx | TotLobbyingGrassrootMinusNonTx | |
| Tot Lobby Expend Mns Lobbying Nontx | TotLobbyExpendMnsLobbyingNontx | |
| Volunteers | false | Volunteers |
| Paid Staff Or Management | false | PaidStaffOrManagement |
| Media Advertisements | false | MediaAdvertisements |
| Mailings Members | false | MailingsMembers |
| Publications Or Broadcast | false | PublicationsOrBroadcast |
| Grants Other Organizations | true | GrantsOtherOrganizations |
| Grants Other Organizations | $1,501 | GrantsOtherOrganizationsAmount |
| Direct Contact Legislators | false | DirectContactLegislators |
| Rallies Demonstrations | false | RalliesDemonstrations |
| Other Activities | false | OtherActivities |
| Total Lobbying Expenditures IIB | 1501 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | false | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | LOBBYING ACTIVITIES | Identifier |
| Return Reference | PART II-B | ReturnReference |
| Explanation | LINE F - 10% OF DUES PAID TO AGING SERVICES OF ARIZONA AND AMERICAN ASSOCIATION FOR HOMES AND SERVICES FOR THE AGING ARE FOR POLICY AND LOBBYING WORK DONE FOR HOUSING ORGANIZATIONS. | Explanation |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| Agent Trustee Etc | false | AgentTrusteeEtc |
| Included On FS | true | IncludedOnFS |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1604424 | OtherCostOrOtherBasis |
| Book Value | 1604424 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 93048941 | OtherCostOrOtherBasis |
| Depreciation | 15219577 | Depreciation |
| Book Value | 77829364 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovements |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 6730529 | OtherCostOrOtherBasis |
| Depreciation | 4154903 | Depreciation |
| Book Value | 2575626 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 475326 | OtherCostOrOtherBasis |
| Depreciation | 333771 | Depreciation |
| Book Value | 141555 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 82150969 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (5 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| DUE FROM BEATITUDES FOUNDATION | 2004 |
| INTEREST RECEIVABLE | 101795 |
| RESIDENT SECURITY DEPOSITS | 276496 |
| DEFERRED MARKETING COSTS | 3976912 |
| DEFERRED FINANCING COSTS | 1532427 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 5889634 | TotalBookValueOtherAssets |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| RESIDENT SECURITY DEPOSITS | $255,760 |
| DUE TO BEATITUDES FOUNDATION | $2,154,883 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 2410643 | TotalOfAmounts |
| Total Revenue | 21581767 | TotalRevenue |
| Total Expenses | 23098037 | TotalExpenses |
| Excess Or Deficit For Year | -1516270 | ExcessOrDeficitForYear |
| Excess Or Deficit Per FS | -1516270 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 20031938 | TotRevenueEtcAuditedFinclStmt |
| Donated Srvc And Use Of Facilities | 7005 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | 7005 | RevenueNotRptdF990 |
| Revenue Subtotal | 20024933 | RevenueSubtotal |
| Other Revenues Not Included | 1556834 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 1556834 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 21581767 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 23105042 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 7005 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 7005 | ExpensesNotRptdF990 |
| Expenses Subtotal | 23098037 | ExpensesSubtotal |
| Total Expenses Per Form990 | 23098037 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ESCROW ACCOUNT LIABILITIES | PART IV LINE 2B | Refundable escrow deposits consist of funds received in advance from independent living residents to secure apartments. A deposit is equal to ten percent of the entrance fee and is fully refundable within seven days of the signing of the contract, including interest. Residents who rescind after seven days of the signing of the contract but prior to establishing residency, are subject to a cancellation fee equal to two percent of the entrance fee deposit or $2,500. Once occupied, a resident has ninety days to pay the remainder of the entrance fee. The organization holds funds for various campus groups including the Chaplain's discretionary fund, the religious life council fund and the white house library funds. |
| FIN 48 FOOTNOTE | PART X | The BEATITUDES CAMPUS evaluates their uncertain tax position, if any, on a continual basis through review of their policies and procedures, review of their regular tax filings, and discussions with outside experts. |
| OTHER REVENUE RECONCILING ITEMS | PART XII LINE 4B | RESTRICTED CONTRIBUTION $1,650,000 LOSS ON DISPOSAL OF FIXED ASSETS ( 93,166) ----------- TOTAL 1,556,834 |
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 | RESIDENT ASSISTANCE - RENT | TypeOfGrant |
| Number Of Recipients | 5 | NumberOfRecipients |
| Amount Of Cash Grant | 35017 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | GRANT MONITORING | Identifier |
| Return Reference | PART I LINE 2B | ReturnReference |
| Explanation | ALL GRANTS ARE APPROVED BY THE FUND DEVELOPMENT VICE PRESIDENT. EXPENDITURES ARE MATCHED WITH MONTHLY REIMBURSEMENTS AND REGULAR REPORTS ARE MADE TO THE GRANTOR. In addition to the assistance noted above, contributions from the Beatitudes Campus Foundation were used to defray the costs required to properly render care for 100 residents on Medicaid programs. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (3 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs |
|---|---|---|---|---|---|
| MARGARET MULLAN | |||||
| 221398 | 0 | 9600 | 14003 | 245001 | 0 |
| ALLEN BLOCH | |||||
| 150576 | 0 | 12137 | 162713 | 0 | |
| SCOTT WYNN | |||||
| 147860 | 0 | 13227 | 161087 | 0 | |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARIZONA HEALTH FACILITIES AUTHORITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 860453292 | IssuerEIN |
| CUSIP Number | 04050DAF9 | CUSIPNumber |
| Date Issued | 2007-01-04 | DateIssued |
| Issue Price | 82995000 | IssuePrice |
| Description Of Purpose | REDEVELOPMENT PROJECT | DescriptionOfPurpose |
| Defeased | false | Defeased |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Proceeds | 82995000 | TotalProceeds |
| Amount In Reserve Fund | 5274345 | AmountInReserveFund |
| Issuance Costs From Proceeds | 1502 | IssuanceCostsFromProceeds |
| Working Capital Expenditures | 2644493 | WorkingCapitalExpenditures |
| Capital Expenditures | 75074660 | CapitalExpenditures |
| Year Of Subst Completion | 2010 | YearOfSubstCompletion |
| Current Refunding | false | CurrentRefunding |
| Advance Refunding | false | AdvanceRefunding |
| Final Allocation Made | true | FinalAllocationMade |
| Adequate Books And Recds Maintaind | true | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | false | OwningBondFinancedProperty |
| Any Lease Arrangements | false | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | true | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | false | AnyResearchAgreements |
| Bond Counsel Routinely Engaged | false | BondCounselRoutinelyEngaged |
| Prcntge Prvt Business Use By Others | 0.00390 | PrcntgePrvtBusinessUseByOthers |
| Percentage Of Prvt Business Re UBI | 0.00000 | PercentageOfPrvtBusinessReUBI |
| Total Private Business Use | 0.00390 | TotalPrivateBusinessUse |
| Post Issuance Compliance Procdrs | true | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | false | Form8038TFiled |
| Variable Rate Issue | false | VariableRateIssue |
| Hedge Identified In Books And Recds | false | HedgeIdentifiedInBooksAndRecds |
| Gross Proceeds Invested In GIC | true | GrossProceedsInvestedInGIC |
Name Of GIC Provider NameOfGICProvider
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROYAL BANK OF CANADA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of GIC | 10. | TermOfGIC |
| Regulatory Safe Harbor Satisfied | true | RegulatorySafeHarborSatisfied |
| Gross Proceeds Invested | false | GrossProceedsInvested |
| Exception To Rebate | false | ExceptionToRebate |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| MISSION STATEMENTS | PART I LINE 1 & PART III LINE 1 | (CONTINUED) For the fifth year in a row, the campus hosted ten ASU College of Nursing students for their Well Elder program. We also hosted students from A.T. Stills University and Grand Canyon University students. We had 125 residents visit United Methodist Outreach Ministries (UMOM) New Day Center for the "Read to Me Program," where residents read one-on-one with homeless children. Hosted two student volunteers who are part of the Next S.T.E.P. program, a secondary special education program for students with disabilities to help gain experiences in a work environment. Beatitudes Campus hired one program participant as a part-time employee. We continued our partnership with Washington High School to support its Student of the Month program for the seventh year in a row. We also provided two students with $500 scholarships to help pay for books for college. We continue to accept Arizona Long Term Care Systems (ALTCS) benefits for care (Arizona's version of Medicaid). We also provide approximately $225,000 in charity care to help support residents who have outlived their resources and provide dollars to our community to cover the cost of care. Through generous funding from the BHHS Legacy Foundation, our Dementia and Aging Research Department collaborated with Hospice of the Valley and created the Palliative Care for Advanced Dementia: A Model Teaching Unit or PCAD program. To date, the PCAD program has trained hundreds off-campus healthcare professionals, doctors and medical students and translated training concepts into other languages including Thai and Mandarin. We are a welcoming community and created a special topics educational series entitled First Wednesdays at the Beatitudes Campus. The series invites the broader community to visit our campus while offering an opportunity to learn about various topics including organic gardening, specialty cooking, health and wellness, arts and culture, nature, geology, travel, and new technology. Some of our management staff participated in Aging Services of Arizona's Leadership Academy to coordinate a multi-faceted curriculum that now serves many not-for-profits' leaders. Staff members involved in this endeavor include our V.P. of Fund Development, Michelle Just, who serves as Team Coach/Mentor and served on curriculum design team; and Sr. V.P. of Resident Services, Rebecca Brandon, who helped on the curriculum design team. Our resident-run Community Garden Club held their annual Christmas holiday party and toy drive, in conjunction with the local Fire Department, and collected hundreds of toys for local charities that serve low-income kids. Resident, Josianne Doyle, continues to sew and donate clothes to "Stitches-of-Love," which supplies handmade garments for a local back-to-school clothing drive. This program serves approximately 1,000 children Valley wide. |
| PART VI | GOVERANCE, MANAGEMENT AND DISCLOSURE LINE 11: THE FORM 990 IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND WAS REVIEWED BY THE SENIOR VICE PRESIDENT OF FINANCE, CONTROLLER AND FINANCE COMMITTEE PRIOR TO BEING FILED. LINE 7a: All members of the Board, except ex-officio members who are members of the Church of the Beatitudes, an Arizona non-profit corporation ("Church") shall be nominated and elected by the membership of the Church. The members of the Board who are not members of the Church shall be nominated by the nominating committee, elected by the board and affirmed by the Church. One member must be an employee, minister or designee of the Southwest Conference of the United Church of Christ, five must be from the community at large, one must be the senior minister of the church or his or her designee, one must be the President/CEO of the corporation, one must be the President of the Resident Council, one must be the President of the Beatitudes Auxiliary and one must be the immediate past chairperson of the board. Line 7b: Once adopted by the board, amendments to the Articles of Incorporation must be approved by the governing body of the Church. Adopted amendements to the bylaws must be approved by the ministry of administration of the church. LINE 12C: A disclosure of conflicts of interest is signed at the first board meeting of year. In connection with any actual or possible conflicts of interest, an interested person must disclose the existence of his or her financial interest and all material facts to the directors and members of committees considering the proposed transaction or arrangement. After disclosure of the financial interest and all material facts and after any discussion with interested person, he or she shall leave the board of committee meeting while the determination of a conflict of interest is discussed and voted upon. The remaining board or committee members shall decide if a conflict of interest exists. LINE 15A: The CEO's compensation is reviewed and approved annually by the board of directors. A compensation study is performed by an outside agency on an intermittent basis and the results are reviewed by the board of directors. The CEO, a voting member of the board, recuses herself during discussions of executive compensation. Decisions are documented by the executive committee. REVIEWS WERE LAST DONE 7/8/2010. LINE 15B: All other compensation decisions have been delegated to the CEO from the Board of Directors. A similar independent review process is followed for the remaining officers and key employees with the CEO making the final determination of pay level and status. LINE 19: The organization's articles of incorporation, by-laws, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (4 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 |
|---|---|---|---|---|---|---|---|---|---|
| THE BEATITUDES CAMPUS FOUNDATION | |||||||||
| 1610 W GLENDALE AVE | PHOENIX | AZ | 85021 | 860649306 | SUPPORT | AZ | 501(C)(3) | 11-type 1 | NA |
| CHURCH OF THE BEATITUDES OF PHOENIX AZ | |||||||||
| 555 W GLENDALE AVE | PHOENIX | AZ | 85021 | 860117385 | CHURCH | AZ | 501(C)(3) | N/A | THE CHURCH |
| DUET PARTNERS IN HEALTH & AGING INC | |||||||||
| 555 W GLENDALE AVE | PHOENIX | AZ | 85021 | 742370522 | ELDER CARE | AZ | 501(C)(3) | 9 | THE CHURCH |
| BEATITUDES AGELINK | |||||||||
| 1548 W GLENDALE AVE | PHOENIX | AZ | 85021 | 860905504 | CHILD CARE | AZ | 501(C)(3) | 7 | THE CHURCH |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | true | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | true | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | true | 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 | true | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
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