Skip to content
Nonprofiteer
← FOUNDATION FOR SENIOR LIVING

Form 990 for tax year 2023

Filed by FOUNDATION FOR SENIOR LIVING.

Totals

Total revenue
$2,168,507
Total expenses
$4,102,633
Contributions and grants received
$1,535,398
Grants paid
$2,229,040
Program service revenue
$0
Investment income
$612,815
Other revenue
$20,294
Total assets, end of year
$39,432,531
Total liabilities, end of year
$24,916,300
Net assets or fund balances, end of year
$14,516,231
Program services expenses (Part IX)
$2,229,040
Management and general expenses
$1,305,195
Fundraising expenses
$568,398
Program service expenses (Part III)
$2,229,040

Program services were 54.3% 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.

  • 1c · Fundraising events

    $155,974

  • 1d · Related organizations

    $1,025,000

  • 1f · All other contributions, gifts and grants

    $354,424

  • 3 · Investment income

    total $612,815 · excluded $612,815

  • 8a · Fundraising events: gross income

    $0

  • 8a · Fundraising events: contributions included on line 1c

    $155,974

  • 8b · Fundraising events: direct expenses

    $0

  • 8c · Net income from fundraising events

    total $0

  • 11a · Other revenue: MISCELLANEOUS REVENUE

    total $20,294 · related or exempt $20,294

  • 11e · Other revenue, total

    $20,294

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $2,229,040 · program services $2,229,040

  • 7 · Other salaries and wages

    total $540,996 · management and general $255,897 · fundraising $285,099

  • 8 · Pension plan contributions

    total $5,604 · management and general $5,604

  • 9 · Other employee benefits

    total $46,349 · management and general $26,057 · fundraising $20,292

  • 10 · Payroll taxes

    total $39,829 · management and general $19,306 · fundraising $20,523

  • 11a · Fees: management

    total $113,877 · management and general $113,877

  • 11g · Fees: other

    total $163,535 · management and general $73,980 · fundraising $89,555

  • 12 · Advertising and promotion

    total $97,568 · management and general $97,568

  • 13 · Office expenses

    total $99,517 · management and general $61,881 · fundraising $37,636

  • 14 · Information technology

    total $12,771 · management and general $12,771

  • 16 · Occupancy

    total $37,778 · management and general $28,252 · fundraising $9,526

  • 17 · Travel

    total $3,867 · management and general $3,090 · fundraising $777

  • 19 · Conferences, conventions and meetings

    total $2,840 · management and general $2,091 · fundraising $749

  • 20 · Interest

    total $526,084 · management and general $526,084

  • 23 · Insurance

    total $11,308 · management and general $3,854 · fundraising $7,454

  • 24a · Other expenses: MISCELLANEOUS

    total $141,583 · management and general $44,796 · fundraising $96,787

  • 24b · Other expenses: ASSISTANCE TO CLIENTS

    total $27,468 · management and general $27,468

  • 24c · Other expenses: BANK FEES

    total $1,426 · management and general $1,426

  • 24d · Other expenses: PROFESSIONAL DEVELOPMEN

    total $1,193 · management and general $1,193

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $48,617 · end of year $40,971

  • 2 · Savings and temporary cash investments

    beginning of year $1,835,056 · end of year $1,009,274

  • 3 · Pledges and grants receivable

    beginning of year $3,677,330 · end of year $1,033,630

  • 7 · Other notes and loans receivable

    beginning of year $21,899,917 · end of year $14,363,863

  • 9 · Prepaid expenses and deferred charges

    end of year $16,247

  • 12 · Investments: other securities

    beginning of year $614,149 · end of year $664,795

  • 15 · Other assets

    beginning of year $17,342,496 · end of year $22,303,751

  • 17 · Accounts payable and accrued expenses

    beginning of year $871,847 · end of year $1,049,023

  • 23 · Secured mortgages and notes payable

    beginning of year $13,028,262 · end of year $7,829,066

  • 25 · Other liabilities

    beginning of year $14,804,410 · end of year $16,038,211

  • 27 · Net assets without donor restrictions

    beginning of year $4,046,526 · end of year $3,677,767

  • 28 · Net assets with donor restrictions

    beginning of year $12,666,520 · end of year $10,838,464

Mission and programs · 2023

Mission

OUR HOLISTIC APPROACH PREPARES AND EMBRACES INDIVIDUALS TO AGE INDEPENDENTLY, SAFELY AND WITH PEACE OF MIND.

  • THROUGH ITS AFFILIATES, FOUNDATION FOR SENIOR LIVING (FSL) HAS BEEN HELPING ARIZONANS AGE WITH CONFIDENCE SINCE 1974. FSL ASSISTS OVER 40,000 ARIZONANS ANNUALLY THROUGH MORE THAN 25 PROGRAMS CENTERED AROUND THREE PRIMARY AREAS: HEALTH, HOUSING AND CONNECTION. IN THE FISCAL YEAR 2023-24, 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 1,600 PATIENTS UPON HOSPITAL DISCHARGE AND OPERATED ADULT DAY HEALTH FACILITIES, DELIVERING OVER 140,000 HOURS OF RESPITE CARE TO FAMILY CAREGIVERS. THROUGHOUT THE FISCAL YEAR 2023-24, FSL REMAINED STEADFAST IN ITS MISSION, MAKING SIGNIFICANT STRIDES IN ENSURING THE SAFETY, HEALTH, AND WELL-BEING OF ARIZONANS OF ALL AGES.

    Expenses $2,229,040 · Grants $2,229,040 · Revenue $20,294

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Ed Fischer

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Cameron Omoto

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Tom Kelly

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Rhonda Jones

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Andrew Cropper

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Sr Edith Mary Hart

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Susan Mulligan

    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

  • Gilbert Arvizu

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Debra Preach

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Scott Chamoff

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Eric Chambers

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Norman Gordon

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Christina Stoneking

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • David Gryp

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Georgia Musgrave

    DIRECTOR (THRU MAY 2024)

    Total calculated
    $0
    Hours/week
    1

  • Paula Osterday

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Tamara Bohannon

    CEO & PRESIDENT

    Total calculated
    $256,879
    From this org
    $0
    From related orgs
    $243,442
    Other
    $13,437
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $210,533 related
    Bonus
    $0 + $32,909 related
    Other
    $0
    Deferred
    $0 + $6,928 related
    Nontaxable benefits
    $0 + $6,509 related
    Filer's total
    $0 + $256,879 related

  • David Paddison

    CFO

    Total calculated
    $178,136
    From this org
    $0
    From related orgs
    $173,834
    Other
    $4,302
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $173,822 related
    Bonus
    $0 + $12 related
    Other
    $0
    Deferred
    $0 + $4,302 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $178,136 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.

  • FSL BECKET HOUSE APARTMENTS LIMITED PARTNERSHIP

    REAL ESTATE RENTAL · AZ

  • FSL COLLINS COURT LP

    REAL ESTATE RENTAL · AZ

  • FSL ESPERANZA VILLAGE LP

    REAL ESTATE RENTAL · AZ

  • FSL HERITAGE GLEN RETIREMENT APARTMENTS LP

    REAL ESTATE RENTAL · AZ

  • FSL PADRE KINO VILLAGE LP

    REAL ESTATE RENTAL · AZ

  • FSL PADUA HILLS LP

    REAL ESTATE RENTAL · AZ

  • FSL RUBY HEIGHTS VILLAGE LP

    REAL ESTATE RENTAL · AZ

  • FSL SETON VILLAGE LP

    REAL ESTATE RENTAL · AZ

  • FSL SOLAR ONE LP

    REAL ESTATE RENTAL · AZ

  • FSL SOLAR THREE LP

    REAL ESTATE RENTAL · AZ

  • FSL SOLAR TWO LP

    REAL ESTATE RENTAL · AZ

  • FSL ST ANNE VILLAGE LP

    REAL ESTATE RENTAL · AZ

  • FSL ST FRANCIS VILLAS LP

    REAL ESTATE RENTAL · AZ

  • FSL ST ISADORE VILLAS LP

    REAL ESTATE RENTAL · AZ

  • FSL ST MONICA VILLAS LP

    REAL ESTATE RENTAL · AZ

  • FSL ST PETER PLACE LP

    REAL ESTATE RENTAL · AZ

  • FSL ST RAMONA VILLAS LP

    REAL ESTATE RENTAL · AZ

  • FSL WHITE MOUNTAIN VILLAS LP

    REAL ESTATE RENTAL · AZ

  • FSL YUMA SENIOR TERRACES II LP

    REAL ESTATE RENTAL · AZ

  • FSL YUMA SENIOR TERRACES LP

    REAL ESTATE RENTAL · AZ

  • HOLBROOK COURT APARTMENTS ASSOCIATES LIMITED PARTNERSHIP

    REAL ESTATE RENTAL · AZ

  • MOUNTAIN VILLAGE SENIORS LLC

    REAL ESTATE RENTAL · AZ

  • FSL VILLAGE ON ROESER PHOENIX 2018 LP

    REAL ESTATE RENTAL · AZ

  • ACACIA HEIGHTS VILLAGE LP

    REAL ESTATE RENTAL · AZ

Related corporations and trusts

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

  • FSL HOLDING PROPERTIES LLC

    C · REAL ESTATE RENTAL · AZ

    Directly controlled by FSL REAL ESTATE SERVICES INC

  • ROESER SENIOR RESIDENCES LLC

    C · REAL ESTATE RENTAL · AZ

    Directly controlled by FSL ROESER VILLAGE INC

  • FSL MOUNTAIN VILLAGE INC

    C · REAL ESTATE RENTAL · AZ

    Directly controlled by FOUNDATION FOR SENIOR ADULT LIVING

  • FSL PADUA HILLS LLC

    C · REAL ESTATE RENTAL · AZ

    Directly controlled by FSL REAL ESTATE SERVICES INC

  • FSL SOLAR 1 INC

    C · RENTAL REAL ESTATE · AZ

    Directly controlled by FOUNDATION FOR SENIOR LIVING

  • FSL SOLAR 2 INC

    C · RENTAL REAL ESTATE · AZ

    Directly controlled by FOUNDATION FOR SENIOR LIVING

  • FSL SOLAR 3 INC

    C · RENTAL REAL ESTATE · AZ

    Directly controlled by FOUNDATION FOR SENIOR LIVING

  • FSL ROESER VILLAGE INC

    C · MANAGEMENT RESIDENTIAL RENTAL · AZ

    Directly controlled by FOUNDATION FOR SENIOR LIVING

  • FSL YUMA SENIOR TERRACES I INC

    C · MANAGEMENT RESIDENTIAL RENTAL · AZ

    Directly controlled by FOUNDATION FOR SENIOR LIVING

  • FSL WHITE MOUNTAIN INC

    C · RENTAL REAL ESTATE · AZ

    Directly controlled by FOUNDATION FOR SENIOR LIVING

  • FSL ST PETER INC

    C · RENTAL REAL ESTATE · AZ

    Directly controlled by FOUNDATION FOR SENIOR LIVING

  • FSL ST FRANCIS INC

    C · RENTAL REAL ESTATE · AZ

    Directly controlled by FOUNDATION FOR SENIOR LIVING

  • FSL ST MONICA INC

    C · MANAGEMENT RESIDENTIAL RENTAL · AZ

    Directly controlled by FOUNDATION FOR SENIOR LIVING

  • FSL GIBSON GARDEN INC

    C · RENTAL REAL ESTATE · AZ

    Directly controlled by FOUNDATION FOR SENIOR LIVING

  • FSL RUBY HEIGHTS INC

    C · RENTAL REAL ESTATE · AZ

    Directly controlled by FOUNDATION FOR SENIOR LIVING

  • FSL COLLINS INC

    C · RENTAL REAL ESTATE · AZ

    Directly controlled by FOUNDATION FOR SENIOR LIVING

  • FSL SETON INC

    C · RENTAL REAL ESTATE · AZ

    Directly controlled by FOUNDATION FOR SENIOR LIVING

  • FSL ST ANNE INC

    C · MANAGEMENT RESIDENTIAL RENTAL · AZ

    Directly controlled by FOUNDATION FOR SENIOR LIVING

  • AFFORDABLE SERVICES FOR SENIORS INC

    C · RENTAL REAL ESTATE · AZ

    Directly controlled by FOUNDATION FOR SENIOR LIVING

  • ST CLAIRE SENIOR LIVING

    C · REAL ESTATE RENTAL · AZ

    Directly controlled by FOUNDATION FOR SENIOR LIVING

  • FSL VILLAGE ON ROESER PHOENIX 2018 LLC

    C · REAL ESTATE RENTAL · AZ

    Directly controlled by FOUNDATION FOR SENIOR LIVING

  • ACACIA HEIGHTS LLC

    C · REAL ESTATE RENTAL · AZ

    Directly controlled by FOUNDATION FOR SENIOR LIVING

Provenance

Return type
form_990
Tax year
2023
Filed
12 May 2025
IRS schema version
2023v6.0
Source object
202501349349305250

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.