Form 990 for tax year 2022
Filed by ALLIANCE COMMUNITY FOR RETIREMENT LIVING INC.
Totals
- Total revenue
- $131,883
- Total expenses
- $59,467
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $0
- Investment income
- $25,000
- Other revenue
- $106,883
- Total assets, end of year
- $860,784
- Total liabilities, end of year
- $188,198
- Net assets or fund balances, end of year
- $672,586
- Program services expenses (Part IX)
- $0
- Management and general expenses
- $59,467
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $0
Program services were 0.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
3 · Investment income
total $25,000 · excluded $25,000
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6c · Rental income or loss
real property $0 · personal property $0
-
6d · Net rental income or loss
total $0
-
7d · Net gain or loss
total $0
-
8a · Fundraising events: gross income
$0
-
8b · Fundraising events: direct expenses
$0
-
8c · Net income from fundraising events
total $0
-
9a · Gaming: gross income
$0
-
9b · Gaming: direct expenses
$0
-
9c · Net income from gaming
total $0
-
10a · Gross sales of inventory
$0
-
10b · Cost of goods sold
$0
-
10c · Net income from sales of inventory
total $0
-
11a · Other revenue: INSURANCE PROCEEDS
total $106,883 · excluded $106,883
-
11e · Other revenue, total
$106,883
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $0
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $0
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $0
-
10 · Payroll taxes
total $0
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $2,100 · management and general $2,100
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $0
-
12 · Advertising and promotion
total $0
-
13 · Office expenses
total $11,311 · management and general $11,311
-
14 · Information technology
total $0
-
15 · Royalties
total $0
-
16 · Occupancy
total $0
-
17 · Travel
total $0
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $0
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $0
-
23 · Insurance
total $0
-
24a · Other expenses: OTHER EXPENSES
total $46,056 · management and general $46,056
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $196,511 · end of year $720,784
-
2 · Savings and temporary cash investments
beginning of year $0 · end of year $0
-
3 · Pledges and grants receivable
beginning of year $0 · end of year $0
-
4 · Accounts receivable
beginning of year $0 · end of year $0
-
5 · Loans and receivables from officers and key people
beginning of year $0 · end of year $0
-
6 · Loans and receivables from disqualified persons
beginning of year $0 · end of year $0
-
7 · Other notes and loans receivable
beginning of year $0 · end of year $0
-
8 · Inventories for sale or use
beginning of year $0 · end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $18,118 · end of year $0
-
10c · Land, buildings and equipment, net
beginning of year $0 · end of year $0
-
11 · Investments: publicly traded securities
beginning of year $3,325,154 · end of year $140,000
-
12 · Investments: other securities
beginning of year $0 · end of year $0
-
13 · Investments: program-related
beginning of year $0 · end of year $0
-
14 · Intangible assets
beginning of year $0 · end of year $0
-
15 · Other assets
beginning of year $0 · end of year $0
-
17 · Accounts payable and accrued expenses
beginning of year $267,445 · end of year $142,657
-
18 · Grants payable
beginning of year $0 · end of year $0
-
19 · Deferred revenue
beginning of year $0 · end of year $0
-
20 · Tax-exempt bond liabilities
beginning of year $0 · end of year $0
-
21 · Escrow or custodial account liability
beginning of year $0 · end of year $0
-
22 · Loans and payables to officers and key people
beginning of year $0 · end of year $0
-
23 · Secured mortgages and notes payable
beginning of year $0 · end of year $0
-
24 · Unsecured notes and loans payable
beginning of year $0 · end of year $0
-
25 · Other liabilities
beginning of year $2,672,168 · end of year $45,541
-
27 · Net assets without donor restrictions
beginning of year $458,183 · end of year $572,318
-
28 · Net assets with donor restrictions
beginning of year $141,987 · end of year $100,268
Mission and programs · 2022
Mission
PREVIOUSLY, THE ALLIANCE COMMUNITY FOR RETIREMENT LIVING HAD HOMES, APARTMENTS, ASSISTED LIVING FACILITIES, AND A FULL NURSING CENTER TO OFFER AS MUCH INDEPENDENCE AND HEALTH CARE THAT WAS NECESSARY IN AN ENVIRONMENT THAT WAS SURROUNDED BY A SUPPORTIVE CHRISTIAN FELLOWSHIP AND MINISTRY WHICH WAS SUPPORTED BY THE CHAPEL THAT WE HAD RIGHT ON CAMPUS. THE ORGANIZATION DISCONTINUED OPERATIONS IN MARCH 2021 AND IS IN THE PROCESS OF WINDING DOWN.
Activities or mission (Part I)
WE ARE COMMITTED TO HONORING GOD AND INDIVIDUALS THROUGH PROVIDING A COMPREHENSIVE CONTINUUM OF HOUSING, HEALTH CARE, AND OTHER SERVICES WHICH PROMOTE CHRISTIAN VALUE.
-
THE ORGANIZATION DISCONTINUED OPERATIONS IN MARCH 2021, COMPLETED THE SALE OF SUBSTANTIALLY ALL ITS ASSETS IN JUNE 2021, AND IS CURRENTLY IN THE PROCESS OF WINDING DOWN THE ENTITY. PREVIOUSLY, THE ALLIANCE COMMUNITY WAS A CONTINUING CARE RETIREMENT CENTER. THE OPERATIONS INCLUDED AN 80-BED SKILLED NURSING FACILITY, A 50 BED ALZHEIMER FACILITY, 155 INDEPENDENT AND ASSISTED LIVING UNITS, DINING AND RECREATIONAL FACILITIES AND AN ADMINISTRATIVE CENTER.
As filed on the 2022 return.
Listed in Part VII
-
Martin SchappellMARTIN SCHAPPELL
VICE CHAIRMAN OF THE BOARD
- Total calculated
- $860,837
- From this org
- $0
- From related orgs
- $835,113
- Other
- $25,724
- Hours/week
- 0.25 + 40.5 related
Schedule J breakdown matched by us
- Base
- $0 + $617,460 related
- Bonus
- $0 + $189,309 related
- Other
- $0 + $28,344 related
- Deferred
- $0 + $12,150 related
- Nontaxable benefits
- $0 + $13,574 related
- Filer's total
- $0 + $860,837 related
-
Burke RaineyBURKE RAINEY
ASST TRES/VP OF FINANCE/CFO
- Total calculated
- $451,261
- From this org
- $0
- From related orgs
- $421,225
- Other
- $30,036
- Hours/week
- 0.25 + 40.5 related
Schedule J breakdown matched by us
- Base
- $0 + $321,756 related
- Bonus
- $0 + $78,969 related
- Other
- $0 + $20,500 related
- Deferred
- $0 + $12,747 related
- Nontaxable benefits
- $0 + $17,289 related
- Filer's total
- $0 + $451,261 related
-
Donna J DussDONNA J DUSS
CHAIRMAN OF THE BOARD
- Total calculated
- $0
- Hours/week
- 0.25 + 1 related
-
Chanley ChristmanCHANLEY CHRISTMAN
TREASURER OF THE BOARD
- Total calculated
- $0
- Hours/week
- 0.25 + 1 related
-
John W DavidsonJOHN W DAVIDSON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.25 + 1.5 related
-
William A AndersonWILLIAM A ANDERSON
ASST SECRETARY/EXEC DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.25
-
Dr Paul CassDR PAUL CASS
SECRETARY OF THE BOARD
- Total calculated
- $0
- Hours/week
- 0.25 + 1 related
-
Archie WhiteARCHIE WHITE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.25 + 1.5 related
-
Jeremy DysJEREMY DYS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.25 + 1 related
-
Nancy CookNANCY COOK
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.25 + 1 related
-
Rev Tom FlandersREV TOM FLANDERS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.25 + 1 related
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
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.
-
CHRISTIAN AND MISSIONARY ALLIANCE FND
501(c)(3) · RETIR. CMTY · FL · controlled entity
Directly controlled by C&MA
-
THE LEGACY FOUNDATION AT SHELL POINT INC
501(C)(3) · FUNDRAISING · FL · controlled entity
Directly controlled by CMAF
-
CHRISTIAN AND MISSIONARY ALLIANCE INC
501(C)(3) · CHURCH · CO
Directly controlled by NA
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 25 October 2023
- IRS schema version
- 2022v5.0
- Source object
- 202410809349301461
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.