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← FOUNDATION FOR SENIOR ADULT LIVING INC

Form 990 for tax year 2022

Filed by FOUNDATION FOR SENIOR ADULT LIVING INC.

Totals

Total revenue
$369,226
Total expenses
$380,300
Contributions and grants received
$24,093
Grants paid
$0
Program service revenue
$341,778
Investment income
$1,866
Other revenue
$1,489
Total assets, end of year
$996,623
Total liabilities, end of year
$1,145,602
Net assets or fund balances, end of year
-$148,979
Program services expenses (Part IX)
$356,780
Management and general expenses
$23,520
Fundraising expenses
$0
Program service expenses (Part III)
$356,780

Program services were 93.8% 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.

  • 1e · Government grants (contributions)

    $24,093

  • 2a · Program service revenue: RENTAL INCOME

    total $341,778 · related or exempt $341,778

  • 3 · Investment income

    total $1,866 · excluded $1,866

  • 11a · Other revenue: OTHER INCOME

    total $1,489 · related or exempt $1,489

  • 11e · Other revenue, total

    $1,489

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $59,666 · program services $59,666

  • 8 · Pension plan contributions

    total $1,773 · program services $1,773

  • 9 · Other employee benefits

    total $5,316 · program services $5,316

  • 10 · Payroll taxes

    total $4,502 · program services $4,502

  • 11a · Fees: management

    total $11,520 · management and general $11,520

  • 11c · Fees: accounting

    total $12,000 · management and general $12,000

  • 11g · Fees: other

    total $26,261 · program services $26,261

  • 12 · Advertising and promotion

    total $85 · program services $85

  • 13 · Office expenses

    total $7,710 · program services $7,710

  • 16 · Occupancy

    total $68,794 · program services $68,794

  • 20 · Interest

    total $33,907 · program services $33,907

  • 22 · Depreciation, depletion and amortization

    total $38,289 · program services $38,289

  • 23 · Insurance

    total $7,083 · program services $7,083

  • 24a · Other expenses: HAP OFFSET EXPENSE

    total $50,531 · program services $50,531

  • 24b · Other expenses: REPAIRS AND MAINTENANCE

    total $32,280 · program services $32,280

  • 24c · Other expenses: MISCELLANEOUS

    total $12,584 · program services $12,584

  • 24d · Other expenses: SUPPLIES

    total $7,618 · program services $7,618

  • 24e · All other expenses

    total $381 · program services $381

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $58,655 · end of year $6,904

  • 4 · Accounts receivable

    beginning of year $4,901 · end of year $12,832

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

    $1,496,802

  • 10b · Land, buildings and equipment: accumulated depreciation

    $1,159,784

  • 10c · Land, buildings and equipment, net

    beginning of year $321,077 · end of year $337,018

  • 15 · Other assets

    beginning of year $580,377 · end of year $639,869

  • 17 · Accounts payable and accrued expenses

    beginning of year $98,969 · end of year $158,235

  • 21 · Escrow or custodial account liability

    beginning of year $6,754 · end of year $6,651

  • 23 · Secured mortgages and notes payable

    beginning of year $976,373 · end of year $946,956

  • 25 · Other liabilities

    beginning of year $20,819 · end of year $33,760

  • 27 · Net assets without donor restrictions

    beginning of year -$137,905 · end of year -$148,979

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.

Activities or mission (Part I)

TO PROVIDE HOME AND COMMUNITY-BASED SERVICES AND DEVELOP (CONTINUED ON SCHEDULE O) ENERGY-EFFICIENT, AFFORDABLE HOUSING TO PROMOTE HEALTH, INDEPENDENCE AND DIGNITY FOR ALL.

  • THROUGH ITS AFFILIATES, FOUNDATION FOR SENIOR LIVING (FSL) HAS BEEN CARING FOR ARIZONANS 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 FISCAL YEAR 2022-23, FSL CONTINUED ITS COMMITMENT TO PROVIDING SECURE HOUSING BY OFFERING SHELTER TO OVER 1,500 ARIZONANS EACH NIGHT. THE ENCOMPASSED VARIOUS HOUSING OPTIONS, INCLUDING SINGLE- AND MULTI-FAMILY HOMES, AFFORADABLE 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. FOUNDATION FOR SENIOR ADULT LIVING HAS AFFORDABLE HOUSING IN PHOENIX, ARIZONA PROVIDING INDIVIDUAL APARTMENTS FOR LOW-INCOME SENIORS. THE HOUSING PROGRAM PROVIDES APPROPRIATE HOME CHOICES FOR SENIORS AND INDIVIDUALS WITH MOBILITY AND SPECIFIC ABILITY REQUIREMENTS. RESIDENTS ARE ENCOURAGED TO PERSONALIZE THEIR SURROUNDINGS AND ENJOY NEIGHBORS AND COMMUNAL ACTIVITIES. THE PROJECT, SWEETWATER GARDENS, IS A 24-UNIT APARTMENT COMPLEX. LAST FISCAL YEAR 31 UNDUPLICATED CLIENTS WERE SERVED.

    Expenses $356,780 · Revenue $343,267

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

Listed in Part VII

  • Tamara Bohannon

    CEO & PRESIDENT

    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 & VICE PRESIDENT

    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

  • Blanca Ruiz

    TREASURER

    Total calculated
    $115,340
    From this org
    $0
    From related orgs
    $103,221
    Other
    $12,119
    Hours/week
    0 + 40 related

  • Megan Word

    SECRETARY

    Total calculated
    $135,257
    From this org
    $0
    From related orgs
    $114,562
    Other
    $20,695
    Hours/week
    0 + 40 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 FOUNDATION FOR SENIOR ADULT LIVING, INC. 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

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.

  • FSL PATHWAYS

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

  • FOUNDATION FOR SENIOR LIVING

    501(C)(3) · PROVIDE POLICY ADVICE AND GUIDANCE TO IT'S SUBSIDIARIES · AZ

  • 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 SOLAR ONE LP

    REAL ESTATE RENTAL · AZ

  • FSL SOLAR TWO LP

    REAL ESTATE RENTAL · AZ

  • FSL SOLAR THREE LP

    REAL ESTATE RENTAL · AZ

  • FSL YUMA SENIOR TERRACES LP

    REAL ESTATE RENTAL · AZ

  • FSL WHITE MOUNTAIN VILLAS LP

    REAL ESTATE RENTAL · AZ

  • FSL ST PETER PLACE LP

    REAL ESTATE RENTAL · AZ

  • FSL ST FRANCIS VILLAS LP

    REAL ESTATE RENTAL · AZ

  • FSL BECKET HOUSE APARTMENTS LIMITED PARTNERSHIP

    REAL ESTATE RENTAL · AZ

  • HOLBROOK COURT APARTMENTS ASSOCIATES LIMITED PARTNERSHIP

    REAL ESTATE RENTAL · AZ

  • FSL COLLINS COURT LP

    REAL ESTATE RENTAL · AZ

  • FSL SETON VILLAGE LP

    REAL ESTATE RENTAL · AZ

  • FSL RUBY HEIGHTS VILLAGE LP

    REAL ESTATE RENTAL · AZ

  • FSL ST MONICA VILLAS LP

    REAL ESTATE RENTAL · AZ

  • FSL HERITAGE GLEN RETIREMENT APARTMENTS LP

    REAL ESTATE RENTAL · AZ

  • FSL YUMA SENIOR TERRACES II LP

    REAL ESTATE RENTAL · AZ

  • FSL ESPERANZA VILLAGE LP

    REAL ESTATE RENTAL · AZ

  • FSL ST ANNE VILLAGE LP

    REAL ESTATE RENTAL · AZ

  • FSL PADUA HILLS LP

    REAL ESTATE RENTAL · AZ

  • MOUNTAIN VILLAGE SENIORS LLC

    REAL ESTATE RENTAL · AZ

  • FSL ST ISADORE VILLAS LP

    REAL ESTATE RENTAL · AZ

  • FSL ST RAMONA VILLAS LP

    REAL ESTATE RENTAL · AZ · general or managing partner

  • FSL PADRE KINO VILLAGE LP

    REAL ESTATE RENTAL · AZ · general or managing partner

  • FSL VILLAGE ON ROESER PHOENIX 2018 LP

    REAL ESTATE RENTAL · AZ · general or managing partner

  • ACACIA HEIGHTS VILLAGE LP

    REAL ESTATE RENTAL · AZ · general or managing partner

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 REAL ESTATE SERVICES INC

  • FSL MOUNTAIN VILLAGE INC

    C · REAL ESTATE RENTAL · AZ

    Directly controlled by FOUNDATION FOR SENIOR LIVING

  • 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 RNETAL · AZ

    Directly controlled by FOUNDATION FOR SENIOR LIVING

Provenance

Return type
form_990
Tax year
2022
Filed
14 May 2024
IRS schema version
2022v5.0
Source object
202421369349313832

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