Totals
- Total revenue
- $25,914,286
- Total expenses
- $23,268,957
- Contributions and grants received
- $3,474,334
- Grants paid
- $0
- Program service revenue
- $22,046,979
- Investment income
- $392,973
- Other revenue
- $0
- Total assets, end of year
- $73,670,944
- Total liabilities, end of year
- $85,230,519
- Net assets or fund balances, end of year
- -$11,559,575
- Program services expenses (Part IX)
- $19,196,955
- Management and general expenses
- $3,775,986
- Fundraising expenses
- $296,016
- Program service expenses (Part III)
- $19,196,955
Program services were 82.5% 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)
$3,244,420
-
1f · All other contributions, gifts and grants
$229,914
-
2a · Program service revenue: MONTHLY SERVICE FEE
total $11,589,754 · related or exempt $11,589,754
-
2b · Program service revenue: ROOM AND BOARD
total $4,815,577 · related or exempt $4,815,577
-
2c · Program service revenue: EARNED ADVANCE FEES
total $4,231,578 · related or exempt $4,231,578
-
2d · Program service revenue: OTHER SERVICE FEES
total $1,410,070 · related or exempt $1,219,597 · unrelated business $190,473
-
3 · Investment income
total $638,591 · excluded $638,591
-
7b · Less cost or other basis and sales expenses
securities $119,204 · other assets $126,414
-
7c · Gain or loss
securities -$119,204 · other assets -$126,414
-
7d · Net gain or loss
total -$245,618 · excluded -$245,618
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $1,245,646 · program services $1,036,898 · management and general $195,679 · fundraising $13,069
-
7 · Other salaries and wages
total $8,926,403 · program services $7,430,500 · management and general $1,402,247 · fundraising $93,656
-
8 · Pension plan contributions
total $159,030 · program services $138,757 · management and general $18,822 · fundraising $1,451
-
9 · Other employee benefits
total $1,130,359 · program services $986,264 · management and general $133,785 · fundraising $10,310
-
10 · Payroll taxes
total $754,312 · program services $658,155 · management and general $89,277 · fundraising $6,880
-
11a · Fees: management
total $449,400 · program services $23,687 · management and general $406,357 · fundraising $19,356
-
11b · Fees: legal
total $25,672 · program services $1,353 · management and general $23,213 · fundraising $1,106
-
11c · Fees: accounting
total $100,192 · program services $6,415 · management and general $88,199 · fundraising $5,578
-
11g · Fees: other
total $197,697 · program services $86,466 · management and general $106,174 · fundraising $5,057
-
12 · Advertising and promotion
total $360,254 · program services $359,816 · management and general $438
-
13 · Office expenses
total $180,183 · program services $60,575 · management and general $54,960 · fundraising $64,648
-
16 · Occupancy
total $1,114,866 · program services $968,045 · management and general $146,821
-
17 · Travel
total $23,352 · program services $8,662 · management and general $14,537 · fundraising $153
-
19 · Conferences, conventions and meetings
total $168,372 · program services $62,222 · management and general $102,691 · fundraising $3,459
-
20 · Interest
total $1,380,340 · program services $1,380,340
-
22 · Depreciation, depletion and amortization
total $2,515,063 · program services $2,515,063
-
23 · Insurance
total $713,629 · management and general $713,629
-
24a · Other expenses: FOOD COSTS
total $1,345,878 · program services $1,345,878
-
24b · Other expenses: SUPPLIES
total $834,688 · program services $788,192 · management and general $35,576 · fundraising $10,920
-
24c · Other expenses: REPAIRS & MAINTENANCE
total $815,558 · program services $594,605 · management and general $195,510 · fundraising $25,443
-
24d · Other expenses: RESIDENT ACTIVITIES
total $628,377 · program services $628,377
-
24e · All other expenses
total $199,686 · program services $116,685 · management and general $48,071 · fundraising $34,930
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,641,270 · end of year $1,343,300
-
2 · Savings and temporary cash investments
beginning of year $1,253,065 · end of year $131,594
-
4 · Accounts receivable
beginning of year $1,980,767 · end of year $7,451,876
-
9 · Prepaid expenses and deferred charges
beginning of year $303,609 · end of year $337,980
-
10a · Land, buildings and equipment: cost or other basis
$71,684,222
-
10b · Land, buildings and equipment: accumulated depreciation
$25,878,159
-
10c · Land, buildings and equipment, net
beginning of year $44,795,496 · end of year $45,806,063
-
12 · Investments: other securities
beginning of year $20,127,399 · end of year $18,512,336
-
15 · Other assets
beginning of year $3,350 · end of year $87,795
-
17 · Accounts payable and accrued expenses
beginning of year $1,963,345 · end of year $4,008,116
-
19 · Deferred revenue
beginning of year $23,787,831 · end of year $24,294,909
-
20 · Tax-exempt bond liabilities
beginning of year $26,273,489 · end of year $25,225,916
-
25 · Other liabilities
beginning of year $30,286,113 · end of year $31,701,578
-
27 · Net assets without donor restrictions
beginning of year -$12,205,822 · end of year -$11,559,575
Mission and programs · 2022
Mission
SEE SCHEDULE O
Activities or mission (Part I)
CONTINUING CARE RETIREMENT COMMUNITY
-
TO PROVIDE HOUSING, HEALTH CARE AND OTHER RELATED SERVICES TO RESIDENTS THROUGH THE OPERATION OF A RETIREMENT FACILITY CONTAINING APARTMENTS AND A HEALTH-CARE FACILITY.
Expenses $19,196,955 · Revenue $21,856,506
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
ALLEN CATALANOTTO
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.75
-
CHANDLER CRAIG
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.75
-
RICHARD W CRYAR
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.75
-
MICHAEL A CUSHMAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.75
-
DAVID L DUPLANTIER ESQ
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.75
-
PATTI ELLISH
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 1.25
-
PAUL DENNIS
PRESIDENT
- Total calculated
- $0
- Hours/week
- 1.75
-
BEVERLY BAKER GARIEPY
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 1.25
-
JUDGE JOHN W GREENE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.75
-
PATRICK BRYAN HUVAL
TREASURER
- Total calculated
- $0
- Hours/week
- 1.25
-
EDWIN J MILTENBERGER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.75
-
KERRY K MILTON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.75
-
JAMES H ROGERS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.75
-
MICHELLE GALLAGHER ESQ
SECRETARY
- Total calculated
- $0
- Hours/week
- 0.75
-
JAMES VALLIANT
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.75
-
CHARLES GOODYEAR
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.75
-
L STEPHEN HOLZAHALB III
EXECUTIVE OFFICER
- Total calculated
- $231,603
- From this org
- $226,603
- From related orgs
- $0
- Other
- $5,000
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $226,603
- Bonus
- $0
- Other
- $0
- Deferred
- $5,000
- Nontaxable benefits
- $0
- Filer's total
- $231,603
-
ELIZABETH JACKSON
MARKETING DIRECTOR
- Total calculated
- $141,614
- From this org
- $135,599
- From related orgs
- $0
- Other
- $6,015
- Hours/week
- 50
-
THOMAS LEE TRUMBLE
DIRECTOR OF FINANCIAL SERV
- Total calculated
- $159,355
- From this org
- $148,330
- From related orgs
- $0
- Other
- $11,025
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $148,330
- Bonus
- $0
- Other
- $0
- Deferred
- $5,000
- Nontaxable benefits
- $6,025
- Filer's total
- $159,355
-
TAMI PERRY
CHIEF OPERATING OFFICER
- Total calculated
- $158,040
- From this org
- $136,821
- From related orgs
- $0
- Other
- $21,219
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $136,821
- Bonus
- $0
- Other
- $0
- Deferred
- $5,000
- Nontaxable benefits
- $16,219
- Filer's total
- $158,040
-
LESTER KROBERT
IT MANAGER
- Total calculated
- $141,901
- From this org
- $130,810
- From related orgs
- $0
- Other
- $11,091
- Hours/week
- 50
-
JAMIE BALL
AIL COORDINATOR
- Total calculated
- $130,581
- From this org
- $119,791
- From related orgs
- $0
- Other
- $10,790
- Hours/week
- 50
-
JOHN DEAN
ADMINISTRATOR
- Total calculated
- $119,086
- From this org
- $119,086
- From related orgs
- $0
- Other
- $0
- Hours/week
- 50
-
ERICA ECKERT
HC DIRECTOR
- Total calculated
- $122,996
- From this org
- $115,832
- From related orgs
- $0
- Other
- $7,164
- Hours/week
- 50
-
JASON WEILBAECHER
FOOD BEVERAGE DIRECTOR
- Total calculated
- $123,865
- From this org
- $112,774
- From related orgs
- $0
- Other
- $11,091
- Hours/week
- 50
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
- 3 · Approval by the board or compensation committee
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
- COMPENSATION INCREASES ARE BASED ON ANNUAL PERFORMANCE REVIEWS MADE BY A SUB-COMMITTEE OF THE BOARD OF DIRECTORS CHARGED WITH MONITORING PERFORMANCE.
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.
-
CHRIST EPISCOPAL CHURCH
501(C)3 · RELIGIOUS · LA
-
CHRISTWOOD FOUNDATION
501(C)3 · RESIDENT SUPPORT · LA · controlled entity
Directly controlled by CHRISTWOOD
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 5 October 2023
- IRS schema version
- 2022v5.0
- Source object
- 202303149349304190
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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