2026-08-17T09:40:11-05:00 2025-09-30 410746749 CLIFTONLARSONALLEN LLP 20 E THOMAS ROAD SUITE 2300 PHOENIX AZ 85012 990 2024-10-01 860192846 THE BEATITUDES CAMPUS BEAT 6029952611 1610 WEST GLENDALE AVENUE PHOENIX AZ 85021 MICHELLE JUST PRESIDENT & CEO 6029952611 2026-08-14 1 1 JEFF PARKER P00970069 6022662248 2026-08-13 2024 2025-03-06 01:10:19Z MICHELLE JUST 1610 WEST GLENDALE AVENUE PHOENIX AZ 85021 39017008 0 X WWW.BEATITUDESCAMPUS.ORG X 1965 AZ TO PROVIDE QUALITY LIVING AND CARE FOR OLDER ADULTS. 14 13 209 162 0 0 730161 83337 35233961 34519750 923057 771215 161890 414026 37049069 35788328 0 0 0 0 14081284 10233318 0 0 404954 26651347 29041345 40732631 39274663 -3683562 -3486335 110203443 105282992 139965287 138321073 -29761844 -33038081 X THE BEATITUDES CAMPUS IS A FAITH BASED COMMUNITY OFFERING A WIDE SPECTRUM OF SERVICES FOR OLDER PEOPLE. OUR HERITAGE OF CHRISTIAN HOSPITALITY CALLS US TO WELCOME PEOPLE OF ALL FAITH TRADITIONS AND COMMITS US TO A MODEL OF WELLNESS THAT (CONTINUED ON SCHEDULE O)PROMOTES THE SOUNDNESS OF MIND, BODY AND SPIRIT. 0 0 13641613 0 22122970 INDEPENDENT LIVING - INDEPENDENT RESIDENTS PROVIDE A COMMUNITY GATHERING PLACE BY OPENING UP FOR MEETING SPACE FOR OVER 105 FAITH-BASED, CIVIC AND COMMUNITY GROUPS. THE RESIDENTS GIVE BACK TO THE SURROUNDING COMMUNITY THROUGH ANNUAL FOOD DRIVES, TOY DRIVES, MEALS FOR JUST-A-CENTER, READING TO CHILDREN AT UMOM AND THE MARYLAND SCHOOLS, PROVIDING SCHOOL CHILDREN WITH CLOTHING MADE BY THE RESIDENT SEWING PROGRAMS, HEADING UP A RECYCLING PROGRAM FOR ALL BUILDINGS, VOLUNTEERING AT HABITAT FOR HUMANITY PROJECTS, GIVING BACK TO OUR FIRE AND POLICE WITH HANDMADE DESSERTS AND THE FILL-A-BOOT CAMPAIGN. THE RESIDENTS HAVE A COMMUNITY GARDEN THAT IS USED TO GIVE TO THOSE IN NEED IN THE SURROUNDING AREAS. STAFF AT THE CAMPUS INVESTS TIME WITH INDUSTRY LEADERS LOCALLY AND NATIONALLY. 8908652 0 6460271 ASSISTED LIVING - PROVIDE CARE FOR THOSE RESIDENTS NEEDING ADDITIONAL ASSISTANCE WITH ACTIVITIES OF DAILY LIVING AND EARLY MEMORY SUPPORT. 10793431 0 5936509 SKILLED NURSING FACILITY - PROVIDE CARE FOR QUALIFIED RESIDENTS IN NEED OF SKILLED NURSING. THE DEMENTIA PROGRAM CONTINUES TO PROVIDE TRAINING TO OTHER ORGANIZATIONS TO REDUCE THE USE OF PSYCHOTROPIC MEDICATIONS. PALLIATIVE CARE HAS BEEN SHARED WITH INTERN STUDENTS, OTHER LONG TERM CARE FACILITIES AND THE ARIZONA ALZHEIMER'S INSTITUTE AND HAS BEEN DEVELOPED INTO AN EVIDENCE-BASED PROGRAM CALLED COMFORT MATTERS. 33343696 1 1 0 1 0 0 0 0 1 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 78 0 1 209 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X ASHLEY BLACK 6029952611 1610 WEST GLENDALE AVENUE PHOENIX AZ 85021 MICHELLE JUST PRESIDENT & CEO 50.00 5.00 X X 291813 0 45286 DONNA TAYLOR COO 50.00 5.00 X 205237 0 21210 NINA WEBB VP OF HEALTH SERVICES 50.00 0.00 X 145517 0 47669 CHERYL KNUPP VP OF HR & RISK MANAGEMENT 50.00 0.00 X 148636 0 21123 ALLEN BLOCH FORMER OFFICER 45.00 5.00 X 159472 0 7421 TENA ALONZO DIRECTOR OF COMFORT MATTERS 50.00 0.00 X 112984 0 11810 CAMILLE CLEVENGER DIRECTOR OF REVENUE CYCLE MGMT 50.00 0.00 X 107932 0 17929 ASHLEY BLACK CONTROLLER 50.00 0.00 X 100163 0 4132 DAVID RAGAN - CHIEF CULTURAL OFFICER (UNTIL MARCH 2025) 50.00 0.00 X 71424 0 5510 FRANK REID III CHAIR 0.50 0.00 X X 0 0 0 GUY BERRY CHAIR-ELECT, TREASURER 0.20 0.00 X X 0 0 0 MELISSA FREY RESIDENT COUNCIL PRESIDENT 2.00 0.00 X X 0 0 0 TODD SANDERS SECRETARY 0.20 0.00 X X 0 0 0 MIKE BONTRAGER IMMEDIATE PAST CHAIR 0.50 0.00 X X 0 0 0 JIM GREEN - IMMEDIATE PAST CHAIR (UNTIL MAY 2025) 0.70 1.00 X X 0 0 0 MIKE BRINKLEY DIRECTOR 0.20 0.00 X 0 0 0 WILLIAM HICKS DIRECTOR 0.20 0.00 X 0 0 0 DUSTY MORGAN DIRECTOR 0.20 0.00 X 0 0 0 PEGGY MULLAN DIRECTOR 0.40 1.00 X 0 0 0 HERMAN ORCUTT DIRECTOR 0.20 0.00 X 0 0 0 CATHERINE SCRIVANO DIRECTOR 0.20 0.00 X 0 0 0 NEIL TERRY DIRECTOR 0.20 0.00 X 0 0 0 KATE WELLS DIRECTOR 0.20 0.00 X 0 0 0 1343178 0 182090 8 1 1 0 MORRISON LIVING PO BOX 102289 ATLANTA GA 30368 DINING SERVICES 7384325 COREWORKS LLC 13028 COLLECTION CENTER DR CHICAGO IL 60693 SENIOR SUPPORT SERVICES 6303491 VIVE CONSTRUCTION LLC 46135 N BLACK CANYON HWY NEW RIVER AZ 85087 CONSTRUCTION AND RENOVATION 620818 ANGELL MARKETING LLC 5353 N 16TH STREET STE 300 PHOENIX AZ 85016 ADVERTISING AND MARKETING 354159 ITSYNERGY 7310 N 16TH ST 130 PHOENIX AZ 85020 IT SERVICES 346595 17 56353 26984 83337 RESIDENT/PATIENT SERV. 623000 30656416 30656416 ENTRANCE FEES EARNED 623000 2686249 2686249 FOOD SERVICE REVENUE 623000 541578 541578 PROVIDER REIMBURSMENTS 623000 428067 428067 OTHER PROGRAM REVENUE 623000 207440 207440 34519750 634135 634135 165548 165548 3200212 3228680 -28468 -28468 -28468 29116 0 29116 29116 MISC REVENUE 623000 321240 321240 GUEST APARTMENT 623000 19335 19335 INTERNET SERVICE & IT 812900 18725 18725 25610 25610 384910 35788328 34519750 0 1185241 X 645500 645500 7791281 7285562 442796 62923 43075 42696 379 1012258 861637 142976 7645 741204 616025 119713 5466 16285 16285 95926 95926 5458717 5023742 434241 734 1090494 1090494 685251 320688 310292 54271 254707 234411 20262 34 1797829 223710 1574119 348 348 85031 54032 21651 9348 4125386 4125386 4781900 4781900 839980 533755 213875 92350 DIETARY 7416753 7416753 MAINTENANCE & PLANT OPS 999683 635236 254538 109909 BAD DEBT/CHARITY 806199 806199 OTHER 415295 270325 101251 43719 171561 111291 42094 18176 39274663 33343696 5526013 404954 686053 3631412 9160000 9153944 4305968 1161013 546788 586978 442201 317140 158525747 78030988 82249736 80494759 9710801 7086621 115384 115384 2986512 2735741 110203443 105282992 5789219 4008636 18559702 20682237 86611672 84821399 1391299 1264073 27613395 27544728 139965287 138321073 X -31511076 -34776938 1749232 1738857 -29761844 -33038081 110203443 105282992 X -3486335 193489 16609 X X 0 1 X 1 0 X 3810706 6378125 985658 730161 83337 11987987 27799730 30236360 33631163 35279447 34519750 161466450 187257 222042 101519 70961 63670 645449 31797693 36836527 34718340 36080569 34666757 174099886 0 0 0 174099886 762061 633049 989326 923057 799683 4107176 762061 633049 989326 923057 799683 4107176 873959 51613 55076 45443 321240 1347331 33433713 37521189 35762742 37049069 35787680 179554393 0.96960 0.97160 0.02290 0.02050 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER OPERATING REVENUE - 2020 AMOUNT: $ 157,307. 2021 AMOUNT: $ 51,613. 2022 AMOUNT: $ 55,076. 2023 AMOUNT: $ 45,443. 2024 AMOUNT: $ 321,240. GAIN ON LIQUIDATED DAMAGES - 2020 AMOUNT: $ 716,652. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 2165 2165 0 PART II-B, LINE 1: PART OF OUR LOCAL & NATIONAL ASSOCIATION DUES ARE USED FOR LOBBYING ON BEHALF OF OUR RESIDENT'S RIGHTS. 0 1 X 2631969 2631969 122803735 59620891 63182844 290606 289694 912 21904505 18120403 3784102 10894932 10894932 80494759 REFUNDABLE ENTRANCE FEES 27511498 DUE TO RELATED PARTIES 33230 27544728 X 35981817 193489 193489 35788328 0 35788328 39274663 0 39274663 0 39274663 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. PART X, LINE 2: THE COMPANY IS A NONPROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE CODE) AND IS EXEMPT FROM FEDERAL INCOME TAXES. IN ADDITION, THE COMPANY QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170 OF THE CODE AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION. THE COMPANY IS ALSO EXEMPT FROM STATE INCOME TAXES UNDER APPLICABLE STATE STATUTES. THEREFORE, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. INCOME DETERMINED TO BE UNRELATED BUSINESS TAXABLE INCOME (UBTI) WOULD BE TAXABLE. THE COMPANY EVALUATES THEIR UNCERTAIN TAX POSITIONS, IF ANY, ON A CONTINUAL BASIS THROUGH REVIEW OF THEIR POLICIES AND PROCEDURES, REVIEW OF THEIR REGULAR TAX FILINGS, AND DISCUSSIONS WITH OUTSIDE EXPERTS. AS OF SEPTEMBER 30, 2025 AND 2024, THE COMPANY DID NOT HAVE ANY UNCERTAIN TAX POSITIONS. THE COMPANYS INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL, STATE, AND LOCAL AUTHORITIES. THE COMPANY IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. X X X X 0 0 0 0 0 0 0 0 0 MICHELLE JUST PRESIDENT & CEO 291813 0 0 0 0 0 5305 0 39981 0 337099 0 0 0 DONNA TAYLOR COO 205237 0 0 0 0 0 3945 0 17265 0 226447 0 0 0 NINA WEBB VP OF HEALTH SERVICES 145517 0 0 0 0 0 0 0 47669 0 193186 0 0 0 CHERYL KNUPP VP OF HR & RISK MANAGEMENT 148636 0 0 0 0 0 2666 0 18457 0 169759 0 0 0 ALLEN BLOCH FORMER OFFICER 159472 0 0 0 0 0 2225 0 5196 0 166893 0 0 0 A INDUSTRIAL DEVELOPMENT AUTHORITY OF THE CITY OF GLENDALE ARIZONA 521767454 378286JN9 2017-12-21 71821245 REFINANCE 2006 BONDS, FINANCE PRE-DEVELOPMENT COSTS / FUND DEBT SERVICE RESV 0 0 0 B INDUSTRIAL DEVELOPMENT AUTHORITY OF THE CITY OF GLENDALE ARIZONA 521767454 378286JU3 2018-10-11 20125728 FINANCE PHASE I OF THE MASTER PLAN 0 0 0 A 5175000 72042865 1401215 2761105 67880545 2019 1 0 0 1 B 20776694 402515 18746338 1627841 2020 0 0 0 1 A 0 1 0 0 0.00280 0.00000 0.00280 0 0 1 B 0 1 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 0 1 0 0 0 0 1 B 0 0 0 1 0 0 0 0 1 A 1 B 1 DATE REBATE COMPUTATION PERFORMED ISSUER NAME: INDUSTRIAL DEVELOPMENT AUTHORITY OF THE CITY OF GLENDALE, ARIZ DATE THE REBATE COMPUTATION WAS PERFORMED: 11/30/2022 ISSUER NAME: INDUSTRIAL DEVELOPMENT AUTHORITY OF THE CITY OF GLENDALE, ARIZ DATE THE REBATE COMPUTATION WAS PERFORMED: 11/30/2022 SCHEDULE K, PAGE 1, PART I, LINE A BOND ISSUANCE THE SERIES 2006 BONDS REFINANCED BY THIS ISSUE WERE ORIGINALLY ISSUED ON JANUARY 4, 2007. PART I COLUMN (E) AND PART II LINE 3 THE DIFFERENCE BETWEEN ISSUE PRICE AND TOTAL PROCEEDS OF ISSUE IS INVESTMENT EARNINGS. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE HAS AUTHORITY TO ACT ON BEHALF OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 WILL BE PROVIDED IN ITS ENTIRETY TO THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS, FOLLOWED BY A CONFERENCE CALL WITH THE TAX PREPARER TO ALLOW COMMITTEE MEMBERS TO ASK QUESTIONS AND MAKE COMMENTS PRIOR TO THE FILING OF THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY THE BOARD MEMBERS ARE REQUIRED TO DISCLOSE ANY CONFLICTS OF INTEREST. ANY AND ALL CONFLICS ARE DISCUSSED WITH THE EFFECTED PARTIES AND DISCLOSED TO THE BOARD FOR PURPOSES OF TRANSPARENCY. THE BOARD HAS THE FINAL SAY AS TO WHETHER THE CONFLICT IS ACCEPTABLE OR AGGREGIOUS AND ACTS UPON THAT DETERMINATION. THE ACTION MAY LEAD TO BOARD MEMBER RECUSAL FROM VOTES OR THE BOARD MEMBER MAY BE ASKED TO STEP DOWN. FORM 990, PART VI, SECTION B, LINE 15 THE CEO'S COMPENSATION IS DETERMINED THROUGH THE SURVEY OF AN INDEPENDENT SPECIALIST, REVIEWED BY A COMPENSATION COMMITTEE FO THE BOARD OF DIRECTORS, RECOMMENDED FOR BOARD APPROVAL, WRITTEN INTO A CONTRACT. THE CFO AND SR. VP POSITIONS ARE REVIEWED ANNUALLY USING COMPARATIVE INDUSTRY INFORMATION AND PRESENTED TO THE CEO AND BOARD COMPENSATION COMMITTEE. PERIODICALLY AN INDEPENDENT SPECIALIST IS ENGAGED TO COMPLETE A MORE THOROUGH REVIEW. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G REHAB THERAPY: PROGRAM SERVICE EXPENSES 216,184. MANAGEMENT AND GENERAL EXPENSES 18,686. FUNDRAISING EXPENSES 32. TOTAL EXPENSES 234,902. PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 1,428,684. MANAGEMENT AND GENERAL EXPENSES 123,492. FUNDRAISING EXPENSES 209. TOTAL EXPENSES 1,552,385. COREWORKS SERVICES: PROGRAM SERVICE EXPENSES 3,378,874. MANAGEMENT AND GENERAL EXPENSES 292,063. FUNDRAISING EXPENSES 493. TOTAL EXPENSES 3,671,430. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF FOUNDATION 16,609. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE FILING YEAR. THE BEATITUDES CAMPUS FOUNDATION 1610 W GLENDALE AVENUE PHOENIX AZ 85021 860649306 FUNDRAISING FOR BEATITUDES CAMPUS AZ 501(C)(3) LINE 12A, I BEATITUDES CAMPUS 1 BEATITUDES AUXILIARY 1610 W GLENDALE AVENUE PHOENIX AZ 85021 860261789 SUPPORT FOR BEATITUDES FOUNDATION AZ 501(C)(3) LINE 12A, I BEATITUDES CAMPUS 1 0 0 1 1 1 0 0 0 0 0 0 1 0 1 1 0 1 1 1 BEATITUDES CAMPUS FOUNDATION C 56353 CASH / FMV BEATITUDES CAMPUS FOUNDATION D 131719 CASH / FMV