Totals
- Total revenue
- $14,532,383
- Total expenses
- $19,504,978
- Contributions and grants received
- $500
- Grants paid
- $0
- Program service revenue
- not reported
- Investment income
- not reported
- Other revenue
- not reported
- Total assets, end of year
- not reported
- Total liabilities, end of year
- not reported
- Net assets or fund balances, end of year
- not reported
- Program services expenses (Part IX)
- $18,235,539
- Management and general expenses
- $1,269,439
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $18,235,539
Program services were 93.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
E DEANN EATON
CEO/VP/SECRETARY
- Total calculated
- $1,183,927
- From this org
- $0
- From related orgs
- $1,143,874
- Other
- $40,053
- Hours/week
- 0 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $1,143,874 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $30,000 related
- Nontaxable benefits
- $0 + $10,053 related
- Filer's total
- $0 + $1,183,927 related
-
ANGIE JULIAN
CFO/TREASURER
- Total calculated
- $233,194
- From this org
- $0
- From related orgs
- $212,552
- Other
- $20,642
- Hours/week
- 0 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $210,552 related
- Bonus
- $0 + $2,000 related
- Other
- $0
- Deferred
- $0 + $10,505 related
- Nontaxable benefits
- $0 + $10,137 related
- Filer's total
- $0 + $233,194 related
-
MARIE TRIGG
BOARD CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
PAUL SANCHEZ
EXECUTIVE DIRECTOR (THROUGH NOV 2023)
- Total calculated
- $127,399
- From this org
- $118,143
- From related orgs
- $0
- Other
- $9,256
- Hours/week
- 40
-
JOANNA BEETS
DIRECTOR OF THERAPY
- Total calculated
- $122,625
- From this org
- $105,683
- From related orgs
- $0
- Other
- $16,942
- Hours/week
- 40
-
KAREN JACOB
AL/MC NURSE MANAGER
- Total calculated
- $113,065
- From this org
- $103,335
- From related orgs
- $0
- Other
- $9,730
- Hours/week
- 40
-
SARALAH KNUTSON
HC LPN
- Total calculated
- $200,097
- From this org
- $188,244
- From related orgs
- $0
- Other
- $11,853
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $116,399
- Bonus
- $71,845
- Other
- $0
- Deferred
- $1,275
- Nontaxable benefits
- $10,578
- Filer's total
- $200,097
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART I, LINE 3
- THE W-2'S FOR THE ORGANIZATION'S CEO, CFO AND DIRECTOR OF SALES AND MARKETING ARE ISSUED BY HAVERLAND CARTER LIFESTYLE GROUP OPERATING, LLC, A DISREGARDED ENTITY OF THE PARENT ENTITY, HAVERLAND CARTER LIFESTYLE GROUP. THE ORGANIZATION TYPICALLY CONDUCTS COMPENSATION REVIEWS FOR CLINICAL POSITIONS AND NON-CLINICAL POSITIONS IN ALTERNATE YEARS. THIS PROCESS IS TYPICALLY CONDUCTED BETWEEN DECEMBER JANUARY TO RECOMMEND ALIGNMENTS IN TIME FOR BUDGET REVIEW. HOWEVER, IN THE LAST COUPLE OF YEARS, THE ORGANIZATION HAS REVIEWED ALL POSITIONS ANNUALLY FOR ESCALATION, AND IT HAS DONE TWO COMPANY-WIDE COMP REVIEWS ON CLINICAL POSITIONS FOR THE FISCAL YEAR ENDING IN 2022. THE REASON FOR CONDUCTING MORE FREQUENT REVIEWS IS BECAUSE OF THE RAPID ACCELERATION OF WAGES AND THE SPECIFIC CHALLENGES OF STAFFING IN THE ORGANIZATION'S INDUSTRY. THE ORGANIZATION CONSIDERS INTERNAL AND EXTERNAL COMPENSATION DATA TO IDENTIFY COMPETITIVE RANGES AND ESTABLISH EQUITY. DATA FROM THESE EXTERNAL BENCHMARKS IS USED IN THE PROCESS: 1) HOSPITAL AND HEALTHCARE COMPENSATION SERVICE (HHCS) SURVEYS, IN WHICH THE ORGANIZATION ALSO PARTICIPATES. THE HHCS SURVEYS ARE ENDORSED BY LEADINGAGE, AND CONTAIN ACTUAL AND PREDICTIVE DATA ON COMPENSATION, BENEFITS, AND BONUSES FROM OTHER BUSINESSES SPECIFIC TO THE ORGANIZATION'S INDUSTRIES (CCRC, AL, AND HOSPICE). 2) U.S. DEPARTMENT OF LABOR BUREAU OF LABOR STATISTICS OCCUPATIONAL EMPLOYMENT STATISTICS (DOL BLS OES) SPECIFIC TO EACH LOCATION IN WHICH BUSINESS IS CONDUCTED BY THE ORGANIZATION. THE BLS OES DATA IS COMPARED TO THE HHCS SURVEY DATA TO ESTABLISH WHERE THE OES MEDIAN WAGES INTERSECT WITH THE HHCS WAGE RANGES. 3) OTHER EXTERNAL BENCHMARKS: THE ORGANIZATION MAY CONSIDER INFORMATION FROM WEBSITES LIKE GLASSDOOR.COM, PAY SCALE.COM, OR SALARY.COM, BUT THERE IS NO WAY TO VERIFY THE ACCURACY OF THEIR DATA, SO THEY ARE NOT HEAVILY WEIGHTED IN THE REVIEW.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
PACIFIC RETIREMENT SERVICES INC
501(C)(3) · SUPPORTING ORGANIZATION · OR
-
PACIFIC RETIREMENT SERVICES FOUNDATION INC
501(C)(3) · PUBLIC FOUNDATION · OR
Directly controlled by PACIFIC RETIREMENT SERVICES INC
-
501(C)(3) · SENIOR HOUSING · OR
Directly controlled by PACIFIC RETIREMENT SERVICES INC
-
501(C)(3) · SENIOR HOUSING · OR
Directly controlled by PACIFIC RETIREMENT SERVICES INC
-
UNIVERSITY RETIREMENT COMMUNITY AT DAVIS
501(C)(3) · SENIOR HOUSING · CA
Directly controlled by PACIFIC RETIREMENT SERVICES INC
-
501(C)(3) · SENIOR HOUSING · OR
Directly controlled by PACIFIC RETIREMENT SERVICES INC
-
501(C)(3) · SENIOR HOUSING · WI
Directly controlled by PACIFIC RETIREMENT SERVICES INC
-
ROGUE VALLEY MANOR FOUNDATION INC
501(C)(3) · PUBLIC FOUNDATION · OR
Directly controlled by ROGUE VALLEY MANOR
-
MIRABELLA WASHINGTON FOUNDATION
501(C)(3) · PUBLIC FOUNDATION · WA
Directly controlled by MIRABELLA
-
501(C)(3) · PUBLIC FOUNDATION · OR
Directly controlled by CASCADE MANOR INC
-
501(C)(3) · PUBLIC FOUNDATION · OR
Directly controlled by CAPITOL LAKES INC
-
501(C)(3) · SENIOR HOUSING · OR
Directly controlled by PACIFIC RETIREMENT SERVICES INC
-
501(C)(3) · SENIOR HOUSING · OR
Directly controlled by PACIFIC RETIREMENT SERVICES INC
-
501(C)(3) · SENIOR HOUSING · OR
Directly controlled by PACIFIC RETIREMENT SERVICES INC
-
RVM ASHLAND HOUSING CORPORATION
501(C)(3) · SENIOR HOUSING · CA
Directly controlled by PACIFIC RETIREMENT SERVICES INC
-
RVM GRANTS PASS HOUSING CORPORATION
501(C)(3) · SENIOR HOUSING · OR
Directly controlled by PACIFIC RETIREMENT SERVICES INC
-
RVM ROSEBURG HOUSING CORPORATION
501(C)(3) · SENIOR HOUSING · WI
Directly controlled by PACIFIC RETIREMENT SERVICES INC
-
RVM MYRTLE CREEK HOUSING CORPORATION
501(C)(3) · SENIOR HOUSING · OR
Directly controlled by PACIFIC RETIREMENT SERVICES INC
-
501(C)(3) · SENIOR HOUSING · WA
Directly controlled by PACIFIC RETIREMENT SERVICES INC
-
RVM KLAMATH FALLS HOUSING CORPORATION
501(C)(3) · SENIOR HOUSING · OR
Directly controlled by PACIFIC RETIREMENT SERVICES INC
-
RVM MEDFORD II HOUSING CORPORATION
501(C)(3) · SENIOR HOUSING · WA
Directly controlled by PACIFIC RETIREMENT SERVICES INC
-
RVM LIVELY OAKS HOUSING CORPORATION
501(C)(3) · SENIOR HOUSING · OR
Directly controlled by PACIFIC RETIREMENT SERVICES INC
-
RVM REEDSPORT HOUSING CORPORATION
501(C)(3) · SENIOR HOUSING · OR
Directly controlled by PACIFIC RETIREMENT SERVICES INC
-
501(C)(3) · SENIOR HOUSING · WA
Directly controlled by PACIFIC RETIREMENT SERVICES INC
-
RVM EUGENE HOUSING CORPORATION
501(C)(3) · SENIOR HOUSING · OR
Directly controlled by PACIFIC RETIREMENT SERVICES INC
-
RVM FORT WORTH I HOUSING CORPORATION
501(C)(3) · SENIOR HOUSING · OR
Directly controlled by PACIFIC RETIREMENT SERVICES INC
-
RVM BEND II HOUSING CORPORATION
501(C)(3) · SENIOR HOUSING · OR
Directly controlled by PACIFIC RETIREMENT SERVICES INC
-
RVM FORT WORTH II HOUSING CORPORATION
501(C)(3) · SENIOR HOUSING · OR
Directly controlled by PACIFIC RETIREMENT SERVICES INC
-
RVM MEDFORD III HOUSING CORPORATION
501(C)(3) · SENIOR HOUSING · OR
Directly controlled by PACIFIC RETIREMENT SERVICES INC
-
RVM ROSEBURG II HOUSING CORPORATION
501(C)(3) · SENIOR HOUSING · OR
Directly controlled by PACIFIC RETIREMENT SERVICES INC
-
RVM GRANTS PASS II HOUSING CORPORATION
501(C)(3) · SENIOR HOUSING · OR
Directly controlled by PACIFIC RETIREMENT SERVICES INC
-
501(C)(3) · SENIOR HOUSING · OR
Directly controlled by PACIFIC RETIREMENT SERVICES INC
-
RVM MYRTLE CREEK II HOUSING CORPORATION
501(C)(3) · SENIOR HOUSING · OR
Directly controlled by PACIFIC RETIREMENT SERVICES INC
-
RVM PORTLAND HOUSING CORPORATION
501(C)(3) · SENIOR HOUSING · OR
Directly controlled by PACIFIC RETIREMENT SERVICES INC
-
RVM PORTLAND II HOUSING CORPORATION
501(C)(3) · SENIOR HOUSING · OR
Directly controlled by PACIFIC RETIREMENT SERVICES INC
-
RVM CENTRAL POINT HOUSING CORPORATION
501(C)(3) · SENIOR HOUSING · OR
Directly controlled by PACIFIC RETIREMENT SERVICES INC
-
RVM MANSFIELD HOUSING CORPORATION
501(C)(3) · SENIOR HOUSING · OR
Directly controlled by PACIFIC RETIREMENT SERVICES INC
-
501(C)(3) · SENIOR HOUSING · OR
Directly controlled by CAPITOL LAKES INC
-
SENIOR HOUSING OF MIDDLETON INC
501(C)(3) · SENIOR HOUSING · CA
Directly controlled by CAPITOL LAKES INC
-
501(C)(3) · SENIOR HOUSING · OR
Directly controlled by PACIFIC RETIREMENT SERVICES INC
-
501(C)(3) · SENIOR HOUSING · TX
Directly controlled by PACIFIC RETIREMENT SERVICES INC
-
501(C)(3) · COMMUNITY SERVICES · TX
Directly controlled by PACIFIC RETIREMENT SERVICES INC
-
RVM EAGLE POINT HOUSING CORPORATION
501(C)(3) · SENIOR HOUSING · TX
Directly controlled by PACIFIC RETIREMENT SERVICES INC
-
501(C)(3) · SENIOR HOUSING · TX
Directly controlled by PACIFIC RETIREMENT SERVICES INC
-
HAVERLAND CARTER LIFESTYLE GROUP
501(C)(3) · SENIOR LIVING · NM
Directly controlled by PACIFIC RETIREMENT SERVICES INC
-
501(C)(3) · ASSISTED LIVING · OK
Directly controlled by PACIFIC RETIREMENT SERVICES INC
-
501(C)(3) · SENIOR LIVING · NM
Directly controlled by PACIFIC RETIREMENT SERVICES INC
-
RALSTON CREEK NEIGHBORHOOD INC
501(C)(3) · NONE · NM
Directly controlled by PACIFIC RETIREMENT SERVICES INC
-
THE HAVERLAND CARTER NEIGHBORHOOD FOUNDATION
501(C)(3) · SUPPORT THE NEIGHBORHOOD IN RIO RANCHO · NM
Directly controlled by PACIFIC RETIREMENT SERVICES INC
-
501(C)(3) · FUNDRAISING - SENIOR LIVING · NM
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
HAVERLAND CARTER LIFESTYLE GROUP MANAGEMENT INC
C · MANAGEMENT SERVICES · NM
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 10 February 2025
- IRS schema version
- 2023v6.0
- Source object
- 202500429349301810
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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