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Nonprofiteer
← BLUEGRASS RHF HOUSING INC

Form 990 for tax year 2022

Filed by BLUEGRASS RHF HOUSING INC.

Totals

Total revenue
$2,764,064
Total expenses
$12,473,545
Contributions and grants received
$0
Grants paid
$8,192,494
Program service revenue
$4,579,580
Investment income
-$1,832,412
Other revenue
$16,896
Total assets, end of year
$1,832,783
Total liabilities, end of year
$482,917
Net assets or fund balances, end of year
$1,349,866
Program services expenses (Part IX)
$11,020,963
Management and general expenses
$1,452,582
Fundraising expenses
$0
Program service expenses (Part III)
$11,020,963

Program services were 88.4% 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.

  • 2a · Program service revenue: RENTAL SERVICES

    total $2,731,907 · related or exempt $2,731,907

  • 2b · Program service revenue: ASSISTED LIVING

    total $1,847,673 · related or exempt $1,847,673

  • 3 · Investment income

    total $87,256 · excluded $87,256

  • 7a · Gross sales of assets other than inventory

    other assets $14,500,000

  • 7b · Less cost or other basis and sales expenses

    other assets $16,419,668

  • 7c · Gain or loss

    other assets -$1,919,668

  • 7d · Net gain or loss

    total -$1,919,668 · related or exempt -$1,919,668

  • 11a · Other revenue: MISCELLANEOUS

    total $7,687 · excluded $7,687

  • 11b · Other revenue: LAUNDRY REVENUE

    total $5,236 · excluded $5,236

  • 11c · Other revenue: FOOD SERVICE

    total $3,973 · excluded $3,973

  • 11e · Other revenue, total

    $16,896

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $8,192,494 · program services $8,192,494

  • 7 · Other salaries and wages

    total $1,210,969 · program services $934,326 · management and general $276,643

  • 8 · Pension plan contributions

    total $9,353 · program services $4,867 · management and general $4,486

  • 9 · Other employee benefits

    total $148,960 · program services $118,886 · management and general $30,074

  • 10 · Payroll taxes

    total $98,792 · program services $75,792 · management and general $23,000

  • 11a · Fees: management

    total $294,795 · management and general $294,795

  • 11b · Fees: legal

    total $4,692 · management and general $4,692

  • 11g · Fees: other

    total $1,083,886 · program services $606,013 · management and general $477,873

  • 12 · Advertising and promotion

    total $31,968 · program services $11,525 · management and general $20,443

  • 13 · Office expenses

    total $159,051 · program services $134,488 · management and general $24,563

  • 14 · Information technology

    total $33,510 · management and general $33,510

  • 16 · Occupancy

    total $389,751 · program services $316,709 · management and general $73,042

  • 17 · Travel

    total $2,901 · program services $357 · management and general $2,544

  • 20 · Interest

    total $28,144 · program services $28,144

  • 23 · Insurance

    total $155,570 · management and general $155,570

  • 24a · Other expenses: RAW FOOD

    total $567,047 · program services $567,047

  • 24b · Other expenses: LICENSE, DUES AND SUBSC

    total $24,741 · management and general $24,741

  • 24c · Other expenses: OTHER FINANCIAL EXPENSE

    total $22,284 · program services $22,284

  • 24d · Other expenses: UNIFORMS/TRAINING/FINGE

    total $14,637 · program services $8,031 · management and general $6,606

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,550 · end of year $607

  • 2 · Savings and temporary cash investments

    beginning of year $999,788 · end of year $211,897

  • 4 · Accounts receivable

    beginning of year $34,603 · end of year $9,469

  • 8 · Inventories for sale or use

    beginning of year $15,411

  • 9 · Prepaid expenses and deferred charges

    beginning of year $112,309 · end of year $17,563

  • 10a · Land, buildings and equipment: cost or other basis

    $0

  • 10c · Land, buildings and equipment, net

    beginning of year $8,275,042

  • 15 · Other assets

    beginning of year $2,157,170 · end of year $1,593,247

  • 17 · Accounts payable and accrued expenses

    beginning of year $485,971 · end of year $434,938

  • 19 · Deferred revenue

    beginning of year $71,091 · end of year $38,700

  • 21 · Escrow or custodial account liability

    beginning of year $1,990 · end of year $595

  • 23 · Secured mortgages and notes payable

    beginning of year $8,684 · end of year $8,684

  • 27 · Net assets without donor restrictions

    beginning of year $11,028,137 · end of year $1,349,866

Mission and programs · 2022

Mission

TO PROVIDE HOUSING OPTIONS FOR OLDER ADULTS IN AN ENVIRONMENT THAT ENHANCES THEIR QUALITY OF LIFE PHYSICALLY, MENTALLY, AND SPIRITUALLY.

Activities or mission (Part I)

NURSING AND HOUSING FOR SENIOR CITIZENS

  • TO PROVIDE QUALITY LIVING FOR SENIOR CITIZENS IN 179 INDEPENDENT LIVING UNITS, 61 ASSISTED LIVING UNITS AND 9 DEMENTIA UNITS IN FLORENCE, KENTUCKY.COLONIAL HEIGHTS IS PROUD TO BE PART OF RETIREMENT HOUSING FOUNDATION (RHF). RHF IS ONE OF THE NATION'S LARGEST NON-PROFIT PROVIDERS OF HOUSING AND SERVICES FOR OLDER ADULTS, PERSONS WITH DISABILITIES, AND LOW-INCOME FAMILIES.

    Expenses $11,020,963 · Grants $8,192,494 · Revenue $2,659,912

As filed on the 2022 return.

Listed in Part VII

  • David S Moyer

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.2 + 9.8 related

  • R Jeffrey Pollock

    VICE CHAIR/DIRECTOR

    Total calculated
    $0
    Hours/week
    0.2 + 9.8 related

  • Norma Desaegher

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.2 + 9.8 related

  • Andrew Bunn

    TREASURER

    Total calculated
    $0
    Hours/week
    0.2 + 9.8 related

  • Laura Fox Buchan

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.2 + 9.8 related

  • John Bauman

    VICE CHAIR/DIRECTOR

    Total calculated
    $0
    Hours/week
    0.2 + 9.8 related

  • Raymond E East

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.2 + 9.8 related

  • Donald G Hart

    CHAIR/DIRECTOR

    Total calculated
    $0
    Hours/week
    0.2 + 9.8 related

  • Catherine Collinson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.2 + 9.8 related

  • Brian Koide

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.2 + 9.8 related

  • Christina E Potter

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.2 + 9.8 related

  • Don Miner

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.2 + 9.8 related

  • Cheryl Wilson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.2 + 9.8 related

  • Stuart J Hartman

    PRESIDENT AND CEO

    Total calculated
    $682,064
    From this org
    $0
    From related orgs
    $608,035
    Other
    $74,029
    Hours/week
    0.2 + 44.8 related

    Schedule J breakdown matched by us

    Base
    $0 + $599,635 related
    Bonus
    $0
    Other
    $0 + $8,400 related
    Deferred
    $0 + $38,460 related
    Nontaxable benefits
    $0 + $35,569 related
    Filer's total
    $0 + $682,064 related

  • Frank Rossello Jr

    CFO AND VP OF FINANCE

    Total calculated
    $331,101
    From this org
    $0
    From related orgs
    $313,582
    Other
    $17,519
    Hours/week
    0.2 + 44.8 related

    Schedule J breakdown matched by us

    Base
    $0 + $310,582 related
    Bonus
    $0
    Other
    $0 + $3,000 related
    Deferred
    $0 + $5,448 related
    Nontaxable benefits
    $0 + $12,071 related
    Filer's total
    $0 + $331,101 related

  • Robert R Amberg

    EXECUTIVE VP GEN COUNSEL

    Total calculated
    $485,377
    From this org
    $0
    From related orgs
    $442,308
    Other
    $43,069
    Hours/week
    0.2 + 44.8 related

    Schedule J breakdown matched by us

    Base
    $0 + $436,308 related
    Bonus
    $0
    Other
    $0 + $6,000 related
    Deferred
    $0 + $30,998 related
    Nontaxable benefits
    $0 + $12,071 related
    Filer's total
    $0 + $485,377 related

  • Vincent B Magnone

    VP TREASURY & INVSTMT OFF

    Total calculated
    $268,384
    From this org
    $0
    From related orgs
    $239,282
    Other
    $29,102
    Hours/week
    0.2 + 44.8 related

    Schedule J breakdown matched by us

    Base
    $0 + $236,882 related
    Bonus
    $0
    Other
    $0 + $2,400 related
    Deferred
    $0 + $3,916 related
    Nontaxable benefits
    $0 + $25,186 related
    Filer's total
    $0 + $268,384 related

  • David Napierskie

    VP HEALTH CARE OPERATIONS

    Total calculated
    $254,484
    From this org
    $0
    From related orgs
    $242,812
    Other
    $11,672
    Hours/week
    0.2 + 44.8 related

    Schedule J breakdown matched by us

    Base
    $0 + $238,012 related
    Bonus
    $0
    Other
    $0 + $4,800 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $11,672 related
    Filer's total
    $0 + $254,484 related

  • Bobby Fard

    VP ACQUIS AND PROJ DEV

    Total calculated
    $230,273
    From this org
    $0
    From related orgs
    $214,343
    Other
    $15,930
    Hours/week
    0.2 + 44.8 related

    Schedule J breakdown matched by us

    Base
    $0 + $209,793 related
    Bonus
    $0
    Other
    $0 + $4,550 related
    Deferred
    $0 + $6,078 related
    Nontaxable benefits
    $0 + $9,852 related
    Filer's total
    $0 + $230,273 related

  • Nada Battaglia

    VP HUMAN RESOURCES

    Total calculated
    $277,879
    From this org
    $0
    From related orgs
    $235,353
    Other
    $42,526
    Hours/week
    0.2 + 44.8 related

    Schedule J breakdown matched by us

    Base
    $0 + $232,353 related
    Bonus
    $0
    Other
    $0 + $3,000 related
    Deferred
    $0 + $19,926 related
    Nontaxable benefits
    $0 + $22,600 related
    Filer's total
    $0 + $277,879 related

  • Kevin Gilchrist

    VP DEVELOPMENT FINANCE

    Total calculated
    $235,587
    From this org
    $0
    From related orgs
    $218,679
    Other
    $16,908
    Hours/week
    0.2 + 44.8 related

    Schedule J breakdown matched by us

    Base
    $0 + $214,479 related
    Bonus
    $0
    Other
    $0 + $4,200 related
    Deferred
    $0 + $6,339 related
    Nontaxable benefits
    $0 + $10,569 related
    Filer's total
    $0 + $235,587 related

  • Stephanie Titus

    VP PHILANTHROPY/CSO

    Total calculated
    $273,614
    From this org
    $0
    From related orgs
    $231,220
    Other
    $42,394
    Hours/week
    0.2 + 44.8 related

    Schedule J breakdown matched by us

    Base
    $0 + $228,220 related
    Bonus
    $0
    Other
    $0 + $3,000 related
    Deferred
    $0 + $6,709 related
    Nontaxable benefits
    $0 + $35,685 related
    Filer's total
    $0 + $273,614 related

  • John Clow

    VP RISK MANAGEMENT

    Total calculated
    $210,185
    From this org
    $0
    From related orgs
    $196,730
    Other
    $13,455
    Hours/week
    0.2 + 44.8 related

    Schedule J breakdown matched by us

    Base
    $0 + $194,530 related
    Bonus
    $0
    Other
    $0 + $2,200 related
    Deferred
    $0 + $3,261 related
    Nontaxable benefits
    $0 + $10,194 related
    Filer's total
    $0 + $210,185 related

  • Christopher Purcell

    CONTROLLER

    Total calculated
    $214,034
    From this org
    $0
    From related orgs
    $195,871
    Other
    $18,163
    Hours/week
    0.2 + 44.8 related

    Schedule J breakdown matched by us

    Base
    $0 + $195,871 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $5,919 related
    Nontaxable benefits
    $0 + $12,244 related
    Filer's total
    $0 + $214,034 related

  • Anders Plett

    VP ACQUIS AND PROJ DEV

    Total calculated
    $177,415
    From this org
    $0
    From related orgs
    $165,017
    Other
    $12,398
    Hours/week
    0.2 + 44.8 related

    Schedule J breakdown matched by us

    Base
    $0 + $164,817 related
    Bonus
    $0
    Other
    $0 + $200 related
    Deferred
    $0 + $526 related
    Nontaxable benefits
    $0 + $11,872 related
    Filer's total
    $0 + $177,415 related

  • Joanne L Silva

    VP OCCUPANCY & TAX CREDIT

    Total calculated
    $180,483
    From this org
    $0
    From related orgs
    $158,830
    Other
    $21,653
    Hours/week
    0.2 + 44.8 related

    Schedule J breakdown matched by us

    Base
    $0 + $156,430 related
    Bonus
    $0
    Other
    $0 + $2,400 related
    Deferred
    $0 + $11,212 related
    Nontaxable benefits
    $0 + $10,441 related
    Filer's total
    $0 + $180,483 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

The filer's explanations (Part III)

PART I, LINE 3
A RELATED ORGANIZATION COMPENSATES THE ORGANIZATION'S CEO/EXECUTIVE DIRECTOR AND USES THE FOLLOWING METHODS TO ESTABLISH COMPENSATION: COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, COMPENSATION SURVEY OR STUDY, APPROVAL BY THE COMPENSATION COMMITTEE AND BOARD.
SCH J, PART II
PART II - DIRECTORS AND OFFICERS ARE MEMBERS OF RETIREMENT HOUSING FOUNDATION WHICH IS A RELATED ORGANIZATION THAT SPONSORS AND MANAGES APPROXIMATELY 190 TAX EXEMPT ORGANIZATIONS AND PARTNERSHIPS THAT PROVIDE AFFORDABLE AND MARKET-RATE HOUSING, SKILLED NURSING AND ASSISTED LIVING SERVICES FOR SENIOR ADULTS, LOW INCOME FAMILIES AND PERSONS WITH DISABILITIES THROUGHOUT THE UNITED STATES.

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

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.

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 partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • 10 TEMPLE PLACE LTD PTR

    LOW INCOME HOUSING · MA

  • 1310 RIO VISTA RHF HOUSING

    LOW INCOME HOUSING · CA

  • 333 MASSACHUSETTS AVENUE LTD PTR

    LOW INCOME HOUSING · MA

  • 334 MASSACHUSETTS AVENUE LTD PTR

    LOW INCOME HOUSING · MA

  • 3555 WHITTIER RHF PARTNERS LP

    LOW INCOME HOUSING · CA

  • AMISTAD PLAZA PARTNERS LTD PRT

    LOW INCOME HOUSING · CA

  • BROADWOOD TERRACE RHF PARTNERS LP

    LOW INCOME HOUSING · CA

  • CAPITOL TOWERS RHF PARTNERS LP

    LOW INCOME HOUSING · CT

  • CLOISTERS RHF HOUSING LLC

    LOW INCOME HOUSING · FL

  • COLLEGE VILLAS LP

    LOW INCOME HOUSING · NV

  • CONGREGATIONAL TOWER PARTNERS LP

    LOW INCOME HOUSING · CA

  • CONGREGATIONAL TOWER LLC

    LOW INCOME HOUSING · CA

  • DARSON MARIE RHF HOUSING PARTNERS LP

    LOW INCOME HOUSING · TX

  • ESPERANZA APARTMENTS LTD PRT

    LOW INCOME HOUSING · WA

  • ESSEX VILLAGE RHF HOUSING LP

    LOW INCOME HOUSING · RI

  • GRAND VIEW RHF PARTNERS LP

    LOW INCOME HOUSING · CA

  • HILL RHF HOUSING PARTNERS LP

    LOW INCOME HOUSING · CA

  • HILL RHF HOUSING LLC

    LOW INCOME HOUSING · CA

  • HOLLYVIEW LIMITED PARTNERSHIP

    LOW INCOME HOUSING · CA

  • HOUSING CORP FUND ASSOC

    LOW INCOME HOUSING · CA

  • KINGS GRANT RHF HOUSING LP

    LOW INCOME HOUSING · RI

  • LA FAMILY HOUSING CO

    LOW INCOME HOUSING · CA

  • LAS ALTURAS RHF HOUSING PARTNERS LP

    LOW INCOME HOUSING · CA

  • LAS ALTURAS RHF HOUSING LLC

    LOW INCOME HOUSING · CA

  • LOS ARCOS LIMITED PARTNERSHIP

    LOW INCOME HOUSING · CA

  • MADISON RHF HOUSING PARTNERS LP

    LOW INCOME HOUSING · CO

  • MASON RHF LIMITED PARTNERSHIP

    LOW INCOME HOUSING · MA

  • MESA RHF PARTNERS LP

    LOW INCOME HOUSING · CA

  • OLIVE RHF HOUSING PARTNERS LP

    LOW INCOME HOUSING · CA

  • OLIVE RHF HOUSING LLC

    LOW INCOME HOUSING · CA

  • PALOMA TERRACE RHF PARTNERS LP

    LOW INCOME HOUSING · CA

  • PALOMA RHF HOUSING LLC

    LOW INCOME HOUSING · CA

  • PIONEER TOWERS RHF PARTNERS LP

    LOW INCOME HOUSING · CA

  • PIONEER TOWERS RHF HOUSING LLC

    LOW INCOME HOUSING · CA

  • RIO VISTA VILLAGE LTD PRT

    LOW INCOME HOUSING · CA

  • RIVERSIDE VILLAGE RHF LIMITED PARTNERSHIP

    LOW INCOME HOUSING · MA

  • SAGETREE RHF HOUSING PARTNERS LP

    LOW INCOME HOUSING · TX

  • SAN JACINTO MANOR ASSOCIATES LP

    LOW INCOME HOUSING · CA

  • SANGNOK PARTNERS LP

    LOW INCOME HOUSING · CA

  • SEABURY RHF LIMITED PARTNERSHIP

    LOW INCOME HOUSING · MA

  • SHEPHERD PARK RHF PARTNERS LP

    LOW INCOME HOUSING · CT

  • SONATA AT RIVERPARK PARTNERS LP

    LOW INCOME HOUSING · CA

  • SOUTHEPOINTE VILLA LTD PTR

    LOW INCOME HOUSING · CA

  • THE CARLIN LTD PRT

    LOW INCOME HOUSING · VA

  • VILLA RHF PARTNERS LP

    LOW INCOME HOUSING · CA

  • VISTAS RHF PARTNERS LP

    LOW INCOME HOUSING · CA

  • WEST VALLEY RHF PARTNERS LP

    LOW INCOME HOUSING · CA

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • CAPITOL TOWERS RHF HOUSING INC

    C · SPONSOR ORGANIZATION · CT

  • CARLIN RHF HOUSING INC

    C · SPONSOR ORGANIZATION · VA

  • CHARLES STREET RHF HOUSING INC

    C · SPONSOR ORGANIZATION · MA

  • COLLEGE VILLAS RHF HOUSING INC

    C · SPONSOR ORGANIZATION · NV

  • CONGREGATIONAL TOWER RHF HOUSING INC

    C · SPONSOR ORGANIZATION · CA

  • CONGREGATIONAL TOWER LLC

    C · SPONSOR ORGANIZATION · CA

  • FOUNDATION FINANCIAL SERVICES

    C · SPONSOR ORGANIZATION · CA

  • HAMILTON RHF HOUSING INC

    C · SPONSOR ORGANIZATION · MA

  • MASON PLACE RHF HOUSING INC

    C · SPONSOR ORGANIZATION · MA

  • PIONEER TOWERS RHF HOUSING LLC

    C · SPONSOR ORGANIZATION · CA

  • RETIREMENT ENTERPRISES INC

    C · SPONSOR ORGANIZATION · CA

  • RIVERSIDE RHF HOUSING INC

    C · SPONSOR ORGANIZATION · MA

  • SEABURY HEIGHTS RHF HOUSING INC

    C · SPONSOR ORGANIZATION · MA

  • SHEPHERD PARK RHF HOUSING INC

    C · SPONSOR ORGANIZATION · CT

  • SYMPHONY EAST RHF HOUSING INC

    C · SPONSOR ORGANIZATION · MA

  • SYMPHONY WEST RHF HOUSING INC

    C · SPONSOR ORGANIZATION · MA

  • UNITED CONGREGATE CARE INC

    C · SPONSOR ORGANIZATION · CA

  • VISTAS RHF HOUSING LLC

    C · SPONSOR ORGANIZATION · CA

  • WEST VALLEY RHF HOUSING LLC

    C · SPONSOR ORGANIZATION · CA

  • 3555 WHITTIER RHF HOUSING LLC

    C · SPONSOR ORGANIZATION · CA

  • ESSEX VILLAGE RHF HOUSING INC

    C · SPONSOR ORGANIZATION · RI

  • KINGS GRANT RHF HOUSING INC

    C · SPONSOR ORGANIZATION · RI

Assets distributed on this return

Schedule N, as filed: what the organization did with its assets when it liquidated or dissolved, or disposed of more than a quarter of them, and who received them. A recipient with an EIN is usually a successor organization; filers also list expenses such as legal fees here.

  • PACIFICA SENIOR LIVING

    $11,562,564

    Disposition · REAL PROPERTY · Sep 30, 2023 · LIMITED LIABILITY COMPANY

  • PACIFICA SENIOR LIVING

    $2,937,436

    Disposition · EQUIPMENT AND OTHER PERSONAL PROPERTY · Sep 30, 2023 · LIMITED LIABILITY COMPANY

Provenance

Return type
form_990
Tax year
2022
Filed
13 August 2024
IRS schema version
2022v5.0
Source object
202432299349301008

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