NEIGHBORHOOD IN RIO RANCHO: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- NEIGHBORHOOD IN RIO RANCHO (EIN 47-1462853)
- Tax period
- 2024-10-01 to 2025-09-30
- Filed
- 2026-08-12
- IRS object ID
- 202602249349302130
- Schema version
- 2024v5.5
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-08-12T17:30:56-05:00 | ReturnTs |
| Tax Period End | 2025-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10700 NORTHUP WAY SUITE 200 | AddressLine1Txt |
| City | BELLEVUE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 471462853 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE NEIGHBORHOOD IN RIO RANCHO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NEIG | BusinessNameControlTxt |
| Phone | 5059942296 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 LOMA COLORADO | AddressLine1Txt |
| City | RIO RANCHO | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87124 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DIANA JAMISON | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 5059942296 | PhoneNum |
| Signature | 2026-08-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KURT BENNION CPA | PreparerPersonNm |
| PTIN | P01469618 | PTIN |
| Phone | 4252506100 | PhoneNum |
| Preparation | 2026-07-18 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | TIM SHEAHAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 LOMA COLORADO | AddressLine1Txt |
| City | RIO RANCHO | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87124 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $14,361,437 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.RETIREMENT.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2014 | FormationYr |
| Legal Domicile State | NM | LegalDomicileStateCd |
| Activity Or Mission | PROVIDE QUALITY HOUSING, CARE AND SERVICES TO THE SENIORS OF THE LIFE CARE RETIREMENT COMMUNITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 3 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 3 | VotingMembersIndependentCnt |
| Total Employee | 257 | TotalEmployeeCnt |
| Total Volunteers | 5 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $49,642 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $6,840,315 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $13,876,505 | CYProgramServiceRevenueAmt |
| PY Investment Income | $97,468 | PYInvestmentIncomeAmt |
| CY Investment Income | $293,936 | CYInvestmentIncomeAmt |
| PY Other Revenue | $21,456 | PYOtherRevenueAmt |
| CY Other Revenue | $136,027 | CYOtherRevenueAmt |
| PY Total Revenue | $6,959,239 | PYTotalRevenueAmt |
| CY Total Revenue | $14,356,110 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $5,514,637 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $8,087,462 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $6,232,834 | PYOtherExpensesAmt |
| CY Other Expenses | $14,030,083 | CYOtherExpensesAmt |
| PY Total Expenses | $11,747,471 | PYTotalExpensesAmt |
| CY Total Expenses | $22,117,545 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$4,788,232 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$7,761,435 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $68,696,265 | TotalAssetsBOYAmt |
| Total Assets EOY | $68,221,532 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $60,669,789 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $67,930,806 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $8,026,476 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $290,726 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROVIDE RESIDENTS AN ENHANCED PERSONALIZED LIFESTYLE IN A COMMUNITY THAT ENHANCES THE LIFE OF SENIORS IN A SAFE PREMIER LIVING ENVIRONMENT THAT FOSTERS EXCELLENT SERVICES BY A CARING STAFF. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $16,630,799 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $13,876,505 | RevenueAmt |
| Desc | NEIGHBORHOOD IN RIO RANCHO IS A CONTINUING CARE RETIREMENT COMMUNITY, DEDICATED TO ENHANCING OUR RESIDENTS' QUALITY OF LIFE IN A STIMULATING, SECURE ENVIRONMENT. WE PROVIDE HIGH-QUALITY SERVICES INCLUDING HOUSING, NUTRITIOUS MEALS, NURSING, HOUSEKEEPING, MAINTENANCE, AND OTHER SUPPORT TO THOSE WE SERVE. | Desc |
| Total Program Service Expenses | $16,630,799 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 48 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 257 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 3 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 3 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KATRINA BYWATER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5416463300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 WEST MAIN STREET SUITE 303 | AddressLine1Txt |
| City | MEDFORD | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (5 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Key EmployeeKeyEmployeeInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|---|---|
| HAROLD ESMSHAR | |||||||||
| EXECUTIVE DIRECTOR | 40.00 | 0.00 | Yes (X) | $0 | $156,441 | $19,754 | |||
| SARALAH KNUTSON | |||||||||
| HC LPN | 40.00 | 0.00 | $155,289 | $0 | $9,383 | Yes (X) | |||
| TIM SHEAHAN | |||||||||
| BOARD CHAIR | 1.00 | 1.00 | $0 | $0 | $0 | Yes (X) | Yes (X) | ||
| DOUG WILSON | |||||||||
| VICE CHAIR | 1.00 | 5.00 | $0 | $0 | $0 | Yes (X) | Yes (X) | ||
| ED STREIT | |||||||||
| SECRETARY | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $155,289 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $156,441 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $29,137 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CITY MOBILE GROUP | |||||
| 524 RICHMOND DRIVE SE | ALBUQUERQUE | NM | 87106 | STAFFING AGENCY | $562,393 |
| SYNCHRONY REHAB PARAGON | |||||
| 2701 CHESTNUT STATION | LOUISVILLE | KY | 40299 | THERAPY SERVICES | $338,539 |
| RIO GRANDE STAFFING LLC | |||||
| 3909 CALLE PINO NE | ALBUQUERQUE | NM | 87111 | STAFFING AGENCY | $304,399 |
| 3 TWELVES | |||||
| PO BOX 79175 | SAGINAW | TX | 76179 | STAFFING AGENCY | $111,375 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $49,642 | AllOtherContributionsAmt |
| Total Contributions | $49,642 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| RESIDENTIAL SERVICES | 623000 | $7,028,274 | $7,028,274 |
| HEALTHCARE SERVICES | 623000 | $6,021,514 | $6,021,514 |
| AMORTIZATION OF ENTRAN | 623000 | $826,717 | $826,717 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $13,876,505 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $299,263 | TotalRevenueColumnAmt |
| Exclusion | $299,263 | ExclusionAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,152 | SecuritiesAmt |
| Other | $3,175 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$2,152 | SecuritiesAmt |
| Other | -$3,175 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$5,327 | TotalRevenueColumnAmt |
| Exclusion | -$5,327 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Business | 623000 | BusinessCd |
| Total Revenue Column | $136,027 | TotalRevenueColumnAmt |
| Exclusion | $136,027 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $136,027 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,356,110 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $13,876,505 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $429,963 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,679,507 | TotalAmt |
| Program Services | $6,003,095 | ProgramServicesAmt |
| Management And General | $676,412 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $901,983 | TotalAmt |
| Program Services | $810,642 | ProgramServicesAmt |
| Management And General | $91,341 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $505,972 | TotalAmt |
| Program Services | $454,734 | ProgramServicesAmt |
| Management And General | $51,238 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,031,360 | TotalAmt |
| Management And General | $1,031,360 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $175,692 | TotalAmt |
| Management And General | $175,692 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$2,155 | TotalAmt |
| Management And General | -$2,155 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,933,984 | TotalAmt |
| Program Services | $1,403,654 | ProgramServicesAmt |
| Management And General | $2,530,330 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $315,591 | TotalAmt |
| Program Services | $177,078 | ProgramServicesAmt |
| Management And General | $138,513 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,013,350 | TotalAmt |
| Program Services | $1,913,634 | ProgramServicesAmt |
| Management And General | $99,716 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $218,592 | TotalAmt |
| Program Services | $122,652 | ProgramServicesAmt |
| Management And General | $95,940 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $885,076 | TotalAmt |
| Program Services | $885,076 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $110,409 | TotalAmt |
| Program Services | $61,950 | ProgramServicesAmt |
| Management And General | $48,459 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,579,843 | TotalAmt |
| Program Services | $2,299,939 | ProgramServicesAmt |
| Management And General | $279,904 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,154,641 | TotalAmt |
| Program Services | $2,153,998 | ProgramServicesAmt |
| Management And General | $643 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $379,398 | TotalAmt |
| Program Services | $212,880 | ProgramServicesAmt |
| Management And General | $166,518 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| BAD DEBT EXPENSE | $124,976 | $70,124 | $54,852 |
| CHARITY CARE | $61,162 | $34,318 | $26,844 |
| EMPLOYEE & RES. RELAT. | $48,164 | $27,025 | $21,139 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,117,545 | TotalAmt |
| Program Services | $16,630,799 | ProgramServicesAmt |
| Management And General | $5,486,746 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $703,377 | BOYAmt |
| EOY | $1,847,344 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,641,496 | BOYAmt |
| EOY | $4,894,826 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,184,509 | BOYAmt |
| EOY | $2,818,774 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $789,387 | BOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,745 | BOYAmt |
| EOY | -$111,331 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $232,514 | BOYAmt |
| EOY | $195,172 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $53,145,997 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,979,220 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,379,760 | BOYAmt |
| EOY | $50,166,777 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,001,831 | BOYAmt |
| EOY | $8,358,843 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $727,646 | BOYAmt |
| EOY | $51,127 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,696,265 | BOYAmt |
| EOY | $68,221,532 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,185,190 | BOYAmt |
| EOY | $1,765,437 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,559,402 | BOYAmt |
| EOY | $14,167,837 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,139,844 | BOYAmt |
| EOY | $33,505,848 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,554,249 | BOYAmt |
| EOY | $2,267,828 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,231,104 | BOYAmt |
| EOY | $16,223,856 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,669,789 | BOYAmt |
| EOY | $67,930,806 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,026,476 | BOYAmt |
| EOY | $289,248 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $1,478 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,026,476 | BOYAmt |
| EOY | $290,726 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,696,265 | BOYAmt |
| EOY | $68,221,532 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$7,761,435 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $25,685 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $50 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $500 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $49,642 | CurrentTaxYearAmt |
| Total | $50,192 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,751,496 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,708,843 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,322,464 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,840,315 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,876,505 | CurrentTaxYearAmt |
| Total | $64,499,623 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $66,951 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $69,610 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,184 | CurrentTaxYearMinus1YearAmt |
| Total | $156,745 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,751,496 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,775,844 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,392,574 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,860,499 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,926,147 | CurrentTaxYearAmt |
| Total | $64,706,560 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $64,706,560 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $125,282 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $122,473 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $171,705 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $94,103 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $299,263 | CurrentTaxYearAmt |
| Total | $812,826 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $125,282 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $122,473 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $171,705 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $94,103 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $299,263 | CurrentTaxYearAmt |
| Total | $812,826 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $70,928 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $50,537 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,972 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,272 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $136,027 | CurrentTaxYearAmt |
| Total | $272,736 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,947,706 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,948,854 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,578,251 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,955,874 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,361,437 | CurrentTaxYearAmt |
| Total | $65,792,122 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.98350 | PublicSupportCY509Pct |
| Public Support PY509 | 0.98830 | PublicSupportPY509Pct |
| Investment Income CY | 0.01240 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00860 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: | GUEST ROOM INCOME GUEST AND EMPLOYEE MEALS CAFE SALES BEAUTY AND BARBER SHOP MAINTENANCE HOUSEKEEPING AND LAUNDRY PARKING AND TRANSPORTATION OTHER REVENUES GENERAL STORE RECOVERY OF PENALTY |
| SCHEDULE A, PART III, COLUMN D: | AMOUNTS REPORTED IN PART III, COLUMN D ARE FOR A SHORT YEAR THAT BEGAN ON APRIL 1, 2024 AND ENDED ON SEPTEMBER 30, 2024. |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,710,000 | OtherCostOrOtherBasisAmt |
| Book Value | $3,710,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $46,303,383 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,286,319 | DepreciationAmt |
| Book Value | $44,017,064 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $12,400 | OtherCostOrOtherBasisAmt |
| Depreciation | $107,046 | DepreciationAmt |
| Book Value | -$94,646 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,026,140 | OtherCostOrOtherBasisAmt |
| Depreciation | $527,650 | DepreciationAmt |
| Book Value | $2,498,490 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $94,074 | OtherCostOrOtherBasisAmt |
| Depreciation | $58,205 | DepreciationAmt |
| Book Value | $35,869 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $50,166,777 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO AFFILIATES | Desc |
| Amt | $16,223,856 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $16,223,856 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | THE ORGANIZATION PROVIDES HOUSING AND HEALTH CARE SERVICES UNDER ENTRANCE FEE AGREEMENTS WITH RESIDENTS (LIFE PLAN AGREEMENTS). THESE LIFE PLAN AGREEMENTS REQUIRE RESIDENTS TO PAY AN UP-FRONT ENTRANCE FEE, AND OBLIGATE THE ORGANIZATION TO PROVIDE HEALTH CARE BENEFITS IN THE FORM OF FUTURE ASSISTED LIVING, INTERMEDIATE OR SKILLED NURSING HOUSING, AND SERVICES DURING THE LIFE OF THE RESIDENT. GENERALLY, A PORTION OF THE ENTRANCE FEE IS REFUNDABLE TO THE RESIDENT OVER THE FIRST 4.5 YEARS OF THE CONTRACT. AFTER ESTABLISHING RESIDENCY, THE RESIDENT MAY CANCEL THE AGREEMENT AT ANY TIME UPON GIVING 90 DAYS WRITTEN NOTICE OF CANCELLATION. FOR A MAJORITY OF THE AGREEMENTS, IF THE RESIDENT CANCELS THE AGREEMENT FOR REASONS OTHER THAN DEATH, INCAPACITY OR DIVORCE, THE ORGANIZATION WILL, UPON THE EARLIER OF RESALE AND RE-OCCUPANCY OF THE RESIDENT'S APARTMENT OR 120 DAYS, REFUND A PORTION OF THE ENTRANCE FEE IN ACCORDANCE WITH THE FOLLOWING TERMS: (A) IF THE CANCELLATION OCCURS DURING THE FIRST YEAR OF OCCUPANCY, THE ORGANIZATION RETAINS 5% OF THE ENTRANCE FEE, PLUS AN ADDITIONAL 1% OF THE ENTRANCE FEE FOR EACH MONTH (OR PORTION THEREOF) OF OCCUPANCY. (B) IF CANCELLATION OCCURS AFTER THE FIRST 12 MONTHS OF OCCUPANCY, THE ORGANIZATION RETAINS, IN ADDITION TO THE FIRST YEAR AMORTIZATION AMOUNT, 2% OF THE ENTRANCE FEE FOR EACH SUBSEQUENT MONTH (OR PORTION THEREOF) OF OCCUPANCY. (C) THE ORGANIZATION RETAINS ANY PORTION OF THE ENTRANCE FEE NECESSARY TO PAY ANY UNPAID INDEBTEDNESS TO THE ORGANIZATION INCURRED BY THE RESIDENT, INCLUDING ANY UNPAID MONTHLY SERVICE FEES AND ANY UNPAID EXPENSES INCURRED BY THE RESIDENT FOR HEALTH OR OTHER SERVICES. THERE ARE ALSO 37 OUTSTANDING CONTRACTS THAT PROVIDE FOR AN ESTATE BENEFIT EQUALING 50% OF THE ORIGINAL ENTRANCE FEE. THE GENERAL PRACTICE OF THE ORGANIZATION IS TO PAY ANY REFUND OR ESTATE BENEFIT WITHIN APPROXIMATELY 90 DAYS OF THE RESIDENT SUBMITTING A MOVE-OUT NOTICE OR EXPIRATION OF THE RESIDENT DESPITE THE CONTRACTUAL ABILITY TO WAIT UNTIL RESALE AND RE-OCCUPANCY OR 120 DAYS. |
| PART X, LINE 2: | THE ORGANIZATION RECOGNIZES THE TAX BENEFIT FROM UNCERTAIN TAX POSITIONS ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITIONS WILL BE SUSTAINED ON EXAMINATION BY THE TAX AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFIT IS MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE CORPORATION RECOGNIZES INTEREST AND PENALTIES RELATED TO INCOME TAX MATTERS IN OPERATING EXPENSES. AT SEPTEMBER 30, 2025 AND 2024, THERE WERE NO SUCH UNCERTAIN TAX POSITIONS. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| HAROLD ESMSHAR | ||||||||||||||
| EXECUTIVE DIRECTOR | $0 | $146,441 | $0 | $10,000 | $0 | $0 | $0 | $0 | $0 | $19,754 | $0 | $176,195 | $0 | $0 |
| SARALAH KNUTSON | ||||||||||||||
| HC LPN | $153,089 | $0 | $2,200 | $0 | $0 | $0 | $0 | $0 | $9,383 | $0 | $164,672 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3 | COMPENSATION WAS RECOMMENDED BY PACIFIC RETIREMENT SERVICES, INC. AND APPROVED BY UNIVERSITY RETIREMENT COMMUNITY AT DAVIS'S BOARD AS PART OF THE ANNUAL BUDGET PROCESS. |
| PART I, LINE 7 | THE ORGANIZATION PAID BONUSES THIS YEAR. THE PROCESS FOR DETERMINING EXECUTIVE BONUSES IS DISCRETIONARY. IT IS DETERMINED BY THE VP OF OPERATIONS FOR PRS AND IT IS BASED ON THE PERFORMANCE OF THE COMMUNITY FOR THE YEAR. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | RIO RANCHO'S BOARD DELEGATE MANAGEMENT DUTIES TO PACIFIC RETIRMENT SERVICES, INC. |
| FORM 990, PART VI, SECTION A, LINE 6 | PACIFIC RETIREMENT SERVICES IS THE SOLE MEMBER. |
| FORM 990, PART VI, SECTION A, LINE 7A | ALL MEMBERS OF THE BOARD OF DIRECTORS ARE ELECTED BY PACIFIC RETIREMENT SERVICES, THE SOLE MEMBER. |
| FORM 990, PART VI, SECTION A, LINE 7B | PACIFIC RETIREMENT SERVICES HAS THE EXCLUSIVE POWER TO TAKE THE FOLLOWING ACTIONS ON BEHALF OF THE NEIGHBORHOOD IN RIO RANCHO: (A) AMEND, RESTATE OR REPEAL THE BYLAWS OR ADOPT NEW BYLAWS; (B) COORDINATE THE ORGANIZATION'S ACTIVITIES AND ENGAGE IN THE OVERALL PLANNING, POLICY DEVELOPMENT, BUDGETING AND RESOURCE ALLOCATION FOR THE ORGANIZATION; (C) APPOINT OUTSIDE AUDITORS FOR THE ORGANIZATION; (D) ELECT OR APPOINT THE ORGANIZATION'S DIRECTORS AND FILL VACANCIES CAUSED BY THE DEATH, REMOVAL OR RESIGNATION OF A DIRECTOR; AND (E) REMOVE ANY OF THE ORGANIZATION'S DIRECTORS OR OFFICERS. THE PRIOR APPROVAL OF PACIFIC RETIREMENT SERVICES IS REQUIRED BEFORE THE BOARD OF DIRECTORS MAY: (A) APPROVE ANY MERGER OR CONSOLIDATION OF THE ORGANIZATION WITH ANOTHER ENTITY, OR ANY PARTIAL OR TOTAL LIQUIDATION OF THE ORGANIZATION'S ASSETS; (B) INCUR ANY DEBT, OR ENTER INTO ANY CONTRACT, NOT CONTEMPLATED BY THE ANNUAL BUDGET IF THE AGGREGATE DOLLAR AMOUNT EXCEEDS $100,000; (C) MAKE ANY GIFT OR GRATUITOUS TRANSFER IN EXCESS OF $15,000 IN THE AGGREGATE IN ANY CALENDAR YEAR; (D) CREATE A TAXABLE OR TAX-EXEMPT SUBSIDIARY OR AFFILIATED ORGANIZATION; (E) ACQUIRE A CONTROLLING INTEREST IN ANOTHER ENTITY; AND (F) APPROVE ANY AMENDMENT, REPEAL OR RESTATE OF THE ORGANIZATION'S ARTICLES OF INCORPORATION OR ADOPT ANY ARTICLES OF INCORPORATION. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 WAS REVIEWED BY THE CORPORATE DIRECTOR OF ACCOUNTING, VICE PRESIDENT OF ACCOUNTING, CFO, AND THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY AND QUESTIONNAIRE ARE SENT TO ALL BOARD MEMBERS AND KEY EMPLOYEES ANNUALLY, IDENTIFYING THE PURPOSE, DEFINITIONS, AND PROCEDURES. IF A CONFLICT IS SELF-IDENTIFIED BY A BOARD MEMBER OR KEY EMPLOYEE IN THE QUESTIONNAIRE AND/OR MEETING, PROCEDURES ARE FOLLOWED AND DOCUMENTED ACCORDING TO THE POLICY. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ORGANIZATION FOLLOWS A FORMAL PROCESS FOR DETERMINING COMPENSATION THAT INCLUDES REVIEW BY INDEPENDENT PERSONS, THE USE OF APPROPRIATE COMPARABILITY DATA, AND CONTEMPORANEOUS DOCUMENTATION OF COMPENSATION DECISIONS. ANNUALLY, HUMAN RESOURCES ENGAGES AN INDEPENDENT COMPENSATION ADVISOR, CLA, TO CONDUCT A COMPREHENSIVE EXECUTIVE COMPENSATION ANALYSIS. THE ANALYSIS CONSIDERS FACTORS SUCH AS GEOGRAPHIC LOCATION, COMMUNITY REVENUE SIZE, ORGANIZATIONAL COMPLEXITY, AND RELEVANT MARKET DATA TO ESTABLISH COMPETITIVE COMPENSATION RANGES. COMPENSATION RECOMMENDATIONS FOR EXECUTIVE DIRECTORS ARE REVIEWED BY THE CHIEF HUMAN RESOURCES OFFICER AND THE CHIEF OPERATING OFFICER, WHO EVALUATE COMPENSATION RELATIVE TO THE ESTABLISHED MARKET RANGES, ORGANIZATIONAL NEEDS, AND INDIVIDUAL PERFORMANCE. FINAL COMPENSATION DECISIONS ARE APPROVED BY THE CHIEF OPERATING OFFICER AND DOCUMENTED CONTEMPORANEOUSLY IN ACCORDANCE WITH THE ORGANIZATION'S COMPENSATION REVIEW PROCESS. |
| FORM 990, PART VI, SECTION C, LINE 19 | CORPORATE FINANCIAL DATA AND GOVERNANCE INFORMATION IS NOT PUBLIC INFORMATION, AND AS SUCH, IS RELEASED ONLY PURSUANT TO LEGAL REGULATION, COURT ORDER, OR OTHER APPLICABLE LAW, AND AS DIRECTED BY CORPORATE COUNSEL. |
| FORM 990, PART VII, SECTION A: | NOTE THAT HAROLD ESMSHAR IS A LEASED EMPLOYEE OF HAVERLAND CARTER LIFESTYLE GROUP AND PERFORMS SERVICES ON BEHALF OF NEIGHBORHOOD IN RIO RANCHO PURSUANT TO A MANAGEMENT SERVICES AGREEMENT BETWEEN NEIGHBORHOOD IN RIO RANCHO AND HAVERLAND CARTER LIFESTYLE GROUP. UNDER THE MANAGEMENT SERVICES AGREEMENT, HIS COMPENSATION IS REIMBURSED BY NEIGHBORHOOD IN RIO RANCHO. COMPENSATION HAS BEEN REPORTED IN PART VII, SECTION A IN ORDER TO HIGHLIGHT AMOUNTS PAID BY NEIGHBORHOOD IN RIO RANCHO, NOTWITHSTANDING THAT HE IS A LEASED EMPLOYEE OF HAVERLAND CARTER LIFESTYLE GROUP. |
| FORM 990, PART IX, LINE 11G | CONTRACTED AND PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 1,403,654. MANAGEMENT AND GENERAL EXPENSES 2,530,330. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,933,984. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS AND AUTHORITY FOR SELECTING THE FINANCIAL STATEMENT AUDITOR AND FOR OVERSEEING THE FINANCIAL STATEMENT AUDIT DID NOT CHANGE DURING THE FISCAL YEAR. |
| FORM 990, PART X, LINE 20: | TAX-EXEMPT BONDS WERE ISSUED IN 2019 BY HAVERLAND CARTER LIFESTYLE GROUP, AND ALL ACTIVITY RELATED TO THAT BOND ISSUANCE IS REPORTED ON HAVERLAND CARTER LIFESTYLE GROUP'S SCHEDULE K. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (50 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| PACIFIC RETIREMENT SERVICES INC | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 931067253 | SUPPORTING ORGANIZATION | OR | 501(C)(3) | LINE 12C, III-FI | N/A | 0 | |
| PACIFIC RETIREMENT SERVICES FOUNDATION INC | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 472352652 | PUBLIC FOUNDATION | OR | 501(C)(3) | LINE 7 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| ROGUE VALLEY MANOR | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 930453216 | SENIOR HOUSING | OR | 501(C)(3) | LINE 10 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| THE CUMBERLAND REST INC | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 750891470 | SENIOR HOUSING | TX | 501(C)(3) | LINE 10 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| CASCADE MANOR INC | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 930557803 | SENIOR HOUSING | OR | 501(C)(3) | LINE 10 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| UNIVERSITY RETIREMENT COMMUNITY AT DAVIS | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 931179254 | SENIOR HOUSING | CA | 501(C)(3) | LINE 10 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| HOLLADAY PARK PLAZA | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 930513697 | SENIOR HOUSING | OR | 501(C)(3) | LINE 10 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| CAPITOL LAKES INC | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 391412320 | SENIOR HOUSING | WI | 501(C)(3) | LINE 10 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| ROGUE VALLEY MANOR FOUNDATION INC | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 930712867 | PUBLIC FOUNDATION | OR | 501(C)(3) | LINE 7 | 0 | ROGUE VALLEY MANOR | |
| MIRABELLA WASHINGTON FOUNDATION | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 450574348 | PUBLIC FOUNDATION | WA | 501(C)(3) | LINE 7 | 0 | MIRABELLA | |
| CASCADE MANOR FOUNDATION INC | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 931330100 | PUBLIC FOUNDATION | OR | 501(C)(3) | LINE 7 | 0 | CASCADE MANOR INC | |
| CAPITOL LAKES FOUNDATION INC | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 383781089 | PUBLIC FOUNDATION | WI | 501(C)(3) | LINE 7 | 0 | CAPITOL LAKES INC | |
| MIRABELLA | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 342030255 | SENIOR HOUSING | WA | 501(C)(3) | LINE 10 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| MIRABELLA AT SOUTH WATERFRONT | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 711016384 | SENIOR HOUSING | OR | 501(C)(3) | LINE 10 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| COMMUNITY VOLUNTEER NETWORK | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 930892261 | COMMUNITY SERVICES | OR | 501(C)(3) | LINE 10 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| RVM HOUSING CORPORATION | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 930864466 | SENIOR HOUSING | OR | 501(C)(3) | LINE 10 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| RVM ASHLAND HOUSING CORPORATION | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 930942933 | SENIOR HOUSING | OR | 501(C)(3) | LINE 10 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| RVM GRANTS PASS HOUSING CORPORATION | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 943136037 | SENIOR HOUSING | OR | 501(C)(3) | LINE 10 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| RVM ROSEBURG HOUSING CORPORATION | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 943179782 | SENIOR HOUSING | OR | 501(C)(3) | LINE 10 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| RVM MYRTLE CREEK HOUSING CORPORATION | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 943162074 | SENIOR HOUSING | OR | 501(C)(3) | LINE 10 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| RVM BEND HOUSING CORPORATION | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 943163349 | SENIOR HOUSING | OR | 501(C)(3) | LINE 10 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| RVM EAGLE POINT HOUSING CORPORATION | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 943191447 | SENIOR HOUSING | OR | 501(C)(3) | LINE 10 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| RVM KLAMATH FALLS HOUSING CORPORATION | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 943196455 | SENIOR HOUSING | OR | 501(C)(3) | LINE 10 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| RVM MEDFORD II HOUSING CORPORATION | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 943212537 | SENIOR HOUSING | OR | 501(C)(3) | LINE 10 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| RVM LIVELY OAKS HOUSING CORPORATION | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 943194409 | SENIOR HOUSING | OR | 501(C)(3) | LINE 10 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| RVM REEDSPORT HOUSING CORPORATION | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 943212538 | SENIOR HOUSING | OR | 501(C)(3) | LINE 10 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| RVM YREKA HOUSING CORPORATION | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 943212540 | SENIOR HOUSING | OR | 501(C)(3) | LINE 10 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| RVM EUGENE HOUSING CORPORATION | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 943247154 | SENIOR HOUSING | OR | 501(C)(3) | LINE 10 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| RVM FORT WORTH I HOUSING CORPORATION | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 311520436 | SENIOR HOUSING | TX | 501(C)(3) | LINE 10 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| RVM BEND II HOUSING CORPORATION | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 943260016 | SENIOR HOUSING | OR | 501(C)(3) | LINE 10 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| RVM FORT WORTH II HOUSING CORPORATION | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 311587415 | SENIOR HOUSING | TX | 501(C)(3) | LINE 10 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| RVM MEDFORD III HOUSING CORPORATION | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 311587418 | SENIOR HOUSING | OR | 501(C)(3) | LINE 10 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| RVM ROSEBURG II HOUSING CORPORATION | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 311587420 | SENIOR HOUSING | OR | 501(C)(3) | LINE 10 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| RVM GRANTS PASS II HOUSING CORPORATION | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 311662259 | SENIOR HOUSING | OR | 501(C)(3) | LINE 10 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| RVM DAVIS HOUSING CORPORATION | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 311662208 | SENIOR HOUSING | CA | 501(C)(3) | LINE 10 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| RVM MYRTLE CREEK II HOUSING CORPORATION | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 311715321 | SENIOR HOUSING | OR | 501(C)(3) | LINE 10 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| RVM PORTLAND HOUSING CORPORATION | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 311780332 | SENIOR HOUSING | OR | 501(C)(3) | LINE 10 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| RVM PORTLAND II HOUSING CORPORATION | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 300037898 | SENIOR HOUSING | OR | 501(C)(3) | LINE 10 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| RVM CENTRAL POINT HOUSING CORPORATION | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 300315618 | SENIOR HOUSING | OR | 501(C)(3) | LINE 10 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| RVM MANSFIELD HOUSING CORPORATION | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 900292647 | SENIOR HOUSING | TX | 501(C)(3) | LINE 10 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| MIDDLETON GLEN INC | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 911859494 | SENIOR HOUSING | WI | 501(C)(3) | LINE 10 | 0 | CAPITOL LAKES INC | |
| SENIOR HOUSING OF MIDDLETON INC | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 470825736 | SENIOR HOUSING | WI | 501(C)(3) | LINE 10 | 0 | CAPITOL LAKES INC | |
| MIRABELLA AT ASU INC | |||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 813784956 | SENIOR HOUSING | AZ | 501(C)(3) | LINE 10 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| BAY AREA SENIOR SERVICES INC | |||||||||||
| 1 BALDWIN AVENUE | SAN MATEO | CA | 94401 | 943008774 | SENIOR HOUSING | CA | 501(C)(3) | LINE 10 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| HAVERLAND CARTER LIFESTYLE GROUP | |||||||||||
| 10701 MONTGOMERY BLVD NE STE F | ALBUQUERQUE | NM | 87111 | 272027950 | SENIOR HOUSING | NM | 501(C)(3) | LINE 10 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| SOMMERSET NEIGHBORHOOD INC | |||||||||||
| 1601 SW 119TH STREET | OKLAHOMA CITY | OK | 73170 | 810684291 | SENIOR HOUSING | OK | 501(C)(3) | LINE 10 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| LA VIDA LLENA | |||||||||||
| 10501 LAGRIMA DE ORO NE | ALBUQUERQUE | NM | 87111 | 850282570 | SENIOR HOUSING | NM | 501(C)(3) | LINE 10 | 0 | PACIFIC RETIREMENT SERVICES INC | |
| THE FULL LIFE FOUNDATION | |||||||||||
| 10501 LAGRIMA DE ORO NE | ALBUQUERQUE | NM | 87111 | 850416157 | SUPPORTING ORGANIZATION | NM | 501(C)(3) | LINE 12C, III-FI | N/A | 0 | |
| RALSTON CREEK NEIGHBORHOOD INC | |||||||||||
| 10701 MONTGOMERY BLVD NE STE F | ALBUQUERQUE | NM | 87111 | 822174664 | SENIOR HOUSING | NM | 501(C)(3) | LINE 10 | 0 | HAVERLAND CARTER LIFESTYLE GROUP | |
| THE HAVERLAND CARTER NEIGHBORHOOD FOUNDATION | |||||||||||
| 10701 MONTGOMERY BLVD NE STE F | ALBUQUERQUE | NM | 87111 | 842728227 | PUBLIC FOUNDATION | NM | 501(C)(3) | LINE 7 | 0 | HAVERLAND CARTER LIFESTYLE GROUP | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRS MANAGEMENT INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 WEST MAIN ST SUITE 303 | AddressLine1Txt |
| City | MEDFORD | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 931328250 | EIN |
| Primary Activities | MANAGEMENT COMPANY | PrimaryActivitiesTxt |
| Legal Domicile State | OR | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Entity Type | C | EntityTypeTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
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