2011-08-15T17:32:13-04:00 2010-09-30 CBIZ MHM LLC 3101 N Central Ave Ste 300 Phoenix AZ 85012 990 2009-10-01 860192846 The Beatitudes Campus BEAT 6029952611 1610 W Glendale Ave Phoenix AZ 85021 ALLEN BLOCH 2011-08-15 6022646835 2011-08-15 2009 2016-02-24 21:20:13Z MARGARET MULLAN 1610 W GLENDALE AVE PHOENIX AZ 85021 21677133 false X www.beatitudescampus.org X 1962 AZ 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) 27 26 498 315 0 421893 2180856 16879149 18942586 59932 85513 404194 372812 17765168 21581767 37513 35017 0 0 11008235 10747502 0 0 210092 8878636 12315518 19924384 23098037 -2159216 -1516270 110627014 114174656 107293897 112357809 3333117 1816847 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) false false 6766340 35017 6876943 Health Care Center provides skilled nursing care including Rehabilitation and Sub-Acute Care, skilled nursing, respite Services, Dementia Support and End-of-Life Services. 1894001 3131513 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. 6088793 9010775 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. 14749134 true true false true false false false true false true true true false false false false false false false false false false true true true false false false false false false false false false false false false false false false true false false false true 104 0 true 498 true false false false false false false false false false 27 26 false false false false false true true true true false true true false true true true true true true false false AZ X CAMMY CLEVENGER 6029952611 1610 W GLENDALE AVE PHOENIX AZ 85021 MARGARET MULLAN 40.0 X X 230998 0 14003 MARCIA LEE 0.2 X JACK MARKS 0.6 X JACK EBERENZ 0.3 X NANCY ELSENHEIMER 0.2 X DAVID DAVIES 0.5 X CHARLES DITSCH 0.3 X RON EWING 0.1 X KENNETH W HUSBAND 0.4 X LISA GROBE 0.3 X MARY ANN O NEIL 0.1 X MICHAEL SCHEURICH 0.5 X X JOHN CHRISTIAN 0.5 X LOUIS JENNINGS 0.5 X X CAROL VAUGHAN 0.2 X HERMAN ORCUTT 0.2 X SCOTT SCHAEFER 0.4 X APRIL JONES 0.05 X BRADLEY STOUFFER 0.9 X X NEIL WARD 0.5 X JOE ROWE 0.2 X JOHN KEARNS 0.05 X PAM PILLER 0.1 X JOE CASTILLO 0.25 X LEE HOFMANN 0.2 X IRMGARD HULSTRUM 0.3 X HAZEL RICHARDS 0.1 X ALLEN BLOCH 40.0 X 150576 0 12137 SCOTT WYNN 40.0 X 147860 0 13227 SCOTT MARDIAN 40.0 X 123314 0 1950 REBECCA BRANDON 40.0 X 100137 0 5575 752885 0 46892 5 false true false COVENANT ALLIANCE REHAB REHABILITATION 537655 MORRISON MANAGEMENT SPECIALISTS DIETARY MANAGEMENT 368195 GLYNNDEVINS MARKETING CONSULTING 156755 WEITZ COMPANY LLC CONSTRUCTION 1001838 4 2180856 7728 2180856 PATIENT SVS. REV. 623000 10147024 10147024 RENTAL & SVS REV. 623000 8039136 8039136 AUXILIARY SERVICE 623000 470480 470480 ENTRANCE FEES 623000 285946 285946 18942586 178679 178679 0 0 63770 63770 63770 51877 11893 2200 95366 -93166 -93166 -93166 0 0 0 BEAUTY SHOP 812900 195959 195959 OASIS ICE CREAM 721210 9828 9828 ACCT & PAYROLL SVS 541200 24768 24768 78487 78487 309042 21581767 19019231 381680 0 35017 35017 0 0 719165 647072 72093 0 7718976 6938087 717053 63836 0 1473618 1302186 146864 24568 835743 750202 74196 11345 0 691 691 75800 75800 1501 1501 0 0 696414 637694 29482 29238 0 409715 386132 22166 1417 0 0 1015474 965063 50411 0 0 37666 34328 3338 2224489 2224489 0 3308510 3308510 297323 297323 FOOD/DIETARY 1989597 1888326 99386 1885 PLANT OPS 676553 642725 33828 REHAB THERAPY 571633 571633 ANCILLARY MEDICAL 308960 308960 TELEPHONE 152031 144429 7602 549161 177179 369610 2372 23098037 14749134 8138811 210092 82278 393831 15319673 16134664 599031 725761 2118547 3193371 213762 176350 159168 104450 101859220 19708251 81121482 82150969 5408407 5405626 5604666 5889634 110627014 114174656 4405560 4159337 16183434 21579385 82975898 82976578 1302384 1231866 2426621 2410643 107293897 112357809 X 3231531 1770528 101586 46319 3333117 1816847 110627014 114174656 X false true true X false X 730053 398676 599033 421893 2180856 4330511 14850140 15258852 16480174 16879149 18942586 82410901 15580193 15657528 17079207 17301042 21123442 86741412 175 1450 2548 1300 1200 6673 0 0 0 0 0 0 175 1450 2548 1300 1200 6673 86734739 55797 38441 115018 140635 242449 592340 55797 38441 115018 140635 242449 592340 352081 397472 425880 340241 309042 1824716 15988071 16093441 17620105 17781918 21674933 89158468 0.97281 0.97292 0.00664 0.00447 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false true 1501 false false false 1501 false LOBBYING ACTIVITIES PART II-B 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. false true 1604424 1604424 93048941 15219577 77829364 6730529 4154903 2575626 475326 333771 141555 82150969 DUE FROM BEATITUDES FOUNDATION 2004 INTEREST RECEIVABLE 101795 RESIDENT SECURITY DEPOSITS 276496 DEFERRED MARKETING COSTS 3976912 DEFERRED FINANCING COSTS 1532427 5889634 0 RESIDENT SECURITY DEPOSITS 255760 DUE TO BEATITUDES FOUNDATION 2154883 2410643 21581767 23098037 -1516270 -1516270 20031938 7005 7005 20024933 1556834 1556834 21581767 23105042 7005 7005 23098037 23098037 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 true RESIDENT ASSISTANCE - RENT 5 35017 GRANT MONITORING PART I LINE 2B 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. X X X false false false false false false false false false MARGARET MULLAN 221398 0 9600 14003 245001 0 ALLEN BLOCH 150576 0 12137 162713 0 SCOTT WYNN 147860 0 13227 161087 0 ARIZONA HEALTH FACILITIES AUTHORITY 860453292 04050DAF9 2007-01-04 82995000 REDEVELOPMENT PROJECT false false 82995000 5274345 1502 2644493 75074660 2010 false false true true false false true false false 0.00390 0.00000 0.00390 true false false false true ROYAL BANK OF CANADA 10. true false false 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. 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 false true true true true false false false false false false true true true true true false false