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Nonprofiteer
← FOUNDATION FOR SENIOR LIVING

Form 990 for tax year 2022

Filed by FOUNDATION FOR SENIOR LIVING.

Totals

Total revenue
$6,062,313
Total expenses
$3,393,647
Contributions and grants received
$5,300,344
Grants paid
$1,592,919
Program service revenue
$0
Investment income
$717,839
Other revenue
$44,130
Total assets, end of year
$45,417,565
Total liabilities, end of year
$28,704,519
Net assets or fund balances, end of year
$16,713,046
Program services expenses (Part IX)
$1,592,919
Management and general expenses
$1,349,711
Fundraising expenses
$451,017
Program service expenses (Part III)
$1,592,919

Program services were 46.9% 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.

  • 1d · Related organizations

    $915,000

  • 1f · All other contributions, gifts and grants

    $4,385,344

  • 3 · Investment income

    total $717,839 · excluded $717,839

  • 11a · Other revenue: MISCELLANEOUS REVENUE

    total $44,130 · related or exempt $44,130

  • 11e · Other revenue, total

    $44,130

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,592,919 · program services $1,592,919

  • 7 · Other salaries and wages

    total $427,178 · management and general $141,741 · fundraising $285,437

  • 8 · Pension plan contributions

    total $4,336 · management and general $4,336

  • 9 · Other employee benefits

    total $24,081 · management and general $8,329 · fundraising $15,752

  • 10 · Payroll taxes

    total $30,284 · management and general $10,401 · fundraising $19,883

  • 11a · Fees: management

    total $106,107 · management and general $106,107

  • 11b · Fees: legal

    total $254 · management and general $254

  • 11g · Fees: other

    total $93,206 · management and general $93,206

  • 12 · Advertising and promotion

    total $176,952 · management and general $176,952

  • 13 · Office expenses

    total $32,428 · management and general $31,434 · fundraising $994

  • 14 · Information technology

    total $18,336 · management and general $18,336

  • 16 · Occupancy

    total $51,936 · management and general $51,576 · fundraising $360

  • 17 · Travel

    total $1,324 · management and general $307 · fundraising $1,017

  • 19 · Conferences, conventions and meetings

    total $10,736 · management and general $4,417 · fundraising $6,319

  • 20 · Interest

    total $676,467 · management and general $676,467

  • 23 · Insurance

    total $7,744 · management and general $6,436 · fundraising $1,308

  • 24a · Other expenses: MISCELLANEOUS

    total $131,752 · management and general $11,805 · fundraising $119,947

  • 24b · Other expenses: ASSISTANCE TO CLIENTS

    total $5,107 · management and general $5,107

  • 24c · Other expenses: PROFESSIONAL DEVELOPMEN

    total $1,854 · management and general $1,854

  • 24d · Other expenses: BANK FEES

    total $646 · management and general $646

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $766,721 · end of year $48,617

  • 2 · Savings and temporary cash investments

    beginning of year $1,220,625 · end of year $1,835,056

  • 3 · Pledges and grants receivable

    beginning of year $1,354,333 · end of year $3,677,330

  • 7 · Other notes and loans receivable

    beginning of year $22,214,933 · end of year $21,899,917

  • 9 · Prepaid expenses and deferred charges

    beginning of year $439

  • 12 · Investments: other securities

    beginning of year $580,063 · end of year $614,149

  • 15 · Other assets

    beginning of year $15,027,295 · end of year $17,342,496

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,114,399 · end of year $871,847

  • 23 · Secured mortgages and notes payable

    beginning of year $13,446,744 · end of year $13,028,262

  • 25 · Other liabilities

    beginning of year $12,584,910 · end of year $14,804,410

  • 27 · Net assets without donor restrictions

    beginning of year $4,466,793 · end of year $4,046,526

  • 28 · Net assets with donor restrictions

    beginning of year $9,551,563 · end of year $12,666,520

Mission and programs · 2022

Mission

TO PROVIDE HOME AND COMMUNITY-BASED SERVICES AND DEVELOP ENERGY-EFFICIENT, AFFORDABLE HOUSING TO PROMOTE HEALTH, INDEPENDENCE AND DIGNITY FOR ALL.

  • THROUGH ITS AFFILIATES, FOUNDATION FOR SENIOR LIVING (FSL) HAS BEEN MAKING ARIZONA A SAFE PLACE TO AGE SINCE 1974. FSL ASSISTS OVER 42,000 ARIZONANS ANNUALLY THROUGH MORE THAN 25 PROGRAMS CENTERED AROUND FOUR PRIMARY AREAS: SAFE & AFFORDABLE HOUSING, NUTRITIOUS MEALS, HEALTH & WELLNESS, AND CAREGIVER SUPPORT. IN THE FISCAL YEAR 2022-23, FSL CONTINUED ITS COMMITMENT TO PROVIDING SECURE HOUSING BY OFFERING SHELTER TO OVER 1,500 ARIZONANS EACH NIGHT. THIS ENCOMPASSED VARIOUS HOUSING OPTIONS, INCLUDING SINGLE- AND MULTI-FAMILY HOMES, AFFORDABLE HOUSING COMPLEXES, AND RESIDENTIAL BEHAVIORAL HEALTH GROUP HOMES. FSL ALSO ACTIVELY TRAINED AND MONITORED SPONSORS INVOLVED IN ADULT FOSTER CARE AND ADULT BEHAVIORAL HEALTH THERAPEUTIC HOME PROGRAMS. (CONTINUED ON SCHEDULE O)AS THE LARGEST PROVIDER OF WEATHERIZATION SERVICES IN ARIZONA, FSL'S WEATHERIZATION AND HOME IMPROVEMENT INITIATIVES CUT ENERGY BILLS AND IMPROVED HEALTH FOR OVER 8,000 HOMEOWNERS. IN THE AREA OF NUTRITION, FSL PROVIDED 200,000 MEALS TO FAMILIES IN NEED VIA FOOD PANTRIES, CONGREGATE AND HOME-DELIVERED MEAL PROGRAMS. HEALTH AND WELLNESS INITIATIVES PROVIDED TRANSITIONAL CARE FOR OVER 900 PATIENTS UPON HOSPITAL DISCHARGE AND OPERATED ADULT DAY HEALTH FACILITIES, DELIVERING OVER 150,000 HOURS OF RESPITE CARE TO FAMILY CAREGIVERS. THROUGHOUT THE FISCAL YEAR 2022-23, FSL REMAINED STEADFAST IN ITS MISSION, MAKING SIGNIFICANT STRIDES IN ENSURING THE SAFETY, HEALTH, AND WELL-BEING OF ARIZONANS OF ALL AGES.

    Expenses $1,592,919 · Grants $1,592,919 · Revenue $44,130

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • CHRISTINA STONEKING

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • ED FISCHER

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • TOM KELLY

    SECRETARY/TREASURER

    Total calculated
    $0
    Hours/week
    1

  • SAM CHANG

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ANDREW CROPPER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • GARY HANNENMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SR EDITH MARY HART

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • RHONDA JONES

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • KEN LEE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SUSAN MULLIGAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • GEORGIA MUSGRAVE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CAMERON OMOTO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • LARRY O'CONNOR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ROBERT ZIMMERMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • EILEEN SVOBODA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JOY WILHELM

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • GILBERT ARVIZU

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DEBRA PREACH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • TAMARA BOHANNON

    CEO

    Total calculated
    $195,723
    From this org
    $0
    From related orgs
    $195,723
    Other
    $0
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $174,377 related
    Bonus
    $0 + $21,346 related
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $195,723 related

  • CARRIE SMITH

    COO

    Total calculated
    $193,864
    From this org
    $0
    From related orgs
    $179,910
    Other
    $13,954
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $154,910 related
    Bonus
    $0 + $25,000 related
    Other
    $0
    Deferred
    $0 + $6,039 related
    Nontaxable benefits
    $0 + $7,915 related
    Filer's total
    $0 + $193,864 related

  • DAVID PADDISON

    CFO

    Total calculated
    $94,051
    From this org
    $0
    From related orgs
    $94,051
    Other
    $0
    Hours/week
    0 + 40 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
TAMARA BOHANNON AND THE OFFICERS LISTED IN FORM 990, PART VII, ARE COMPENSATED BY THE RELATED ORGANIZATION, FSL MANAGEMENT, FOR SERVICES PROVIDED TO THE FILING ORGANIZATION AND RELATED ORGANIZATIONS. FSL MANAGEMENT EMPLOYS THE MANAGEMENT GROUP FOR ALL RELATED FSL AFFILIATES. THE FILING ORGANIZATION RELIED ON FSL MANAGEMENT, WHICH USED ONE OR MORE OF THE METHODS DESCRIBED IN PART I, LINE 3 TO ESTABLISH EXECUTIVE COMPENSATION.

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.

  • FSL PATHWAYS

    501(C)(3) · GROUP HOUSING AND BEHAVORIAL HEALTH SERVICES TO MENTALLY IMPAIRED ADULTS · AZ

    Directly controlled by FOUNDATION FOR SENIOR LIVING

  • FOUNDATION FOR SENIOR ADULT LIVING INC

    501(C)(3) · LOW-INCOME HOUSING AND RELATED SERVICES TO THE ELDERLY · AZ

    Directly controlled by FOUNDATION FOR SENIOR LIVING

  • FSL PROGRAMS

    501(C)(3) · PROGRAMS FOR SENIOR ADULTS, PERSONS WITH DISABILITIES, AND THEIR FAMILIES · AZ

    Directly controlled by FOUNDATION FOR SENIOR LIVING

  • FSL HOME IMPROVEMENTS

    501(C)(3) · REHABILITATION OF HOMES FOR THE BENEFIT OF FSL FACILITIES · AZ

    Directly controlled by FOUNDATION FOR SENIOR LIVING

  • FSL MANAGEMENT

    501(C)(3) · MANAGEMENT SERVICES TO RELATED FOUNDATION FOR SENIOR LIVING ORGANIZATIONS · AZ

    Directly controlled by FOUNDATION FOR SENIOR LIVING

  • FSL REAL ESTATE SERVICES

    501(C)(3) · REAL ESTATE DEVELOPMENT SERVICES FOR FOUNDATION OF SENIOR LIVING ORGANIZATIO · AZ

    Directly controlled by FOUNDATION FOR SENIOR LIVING

  • FSL RURAL DEVELOPMENT

    501(C)(3) · LOW-INCOME HOUSING AND RELATED SERVICES TO THE ELDERLY · AZ

    Directly controlled by FOUNDATION FOR SENIOR LIVING

  • FSL SPRING VALLEY MANOR INC

    501(C)(3) · LOW-INCOME HOUSING AND RELATED SERVICES TO THE ELDERLY · AZ

    Directly controlled by FOUNDATION FOR SENIOR LIVING

  • THE ROMAN CATHOLIC DIOCESE OF PHOENIX

    501(C)(3) · RELIGIOUS SERVICES · AZ

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.

Related corporations and trusts

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

Provenance

Return type
form_990
Tax year
2022
Filed
13 May 2024
IRS schema version
2022v5.0
Source object
202411369349316311

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