Totals
- Total revenue
- $10,886,367
- Total expenses
- $10,266,072
- Contributions and grants received
- $3,219,572
- Grants paid
- $0
- Program service revenue
- $7,663,956
- Investment income
- $2,620
- Other revenue
- $219
- Total assets, end of year
- $7,410,193
- Total liabilities, end of year
- $3,579,181
- Net assets or fund balances, end of year
- $3,831,012
- Program services expenses (Part IX)
- $9,547,036
- Management and general expenses
- $719,036
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $9,547,036
Program services were 93.0% 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
$1,943,255
-
1f · All other contributions, gifts and grants
$1,276,317
-
1g · Noncash contributions included above
$276,794
-
2a · Program service revenue: GOVERNMENT CONTRACTS
total $6,694,958 · related or exempt $6,694,958
-
2b · Program service revenue: CLIENT FEES
total $898,900 · related or exempt $898,900
-
2c · Program service revenue: PROGRAM INCOME
total $70,098 · related or exempt $70,098
-
3 · Investment income
total $2,620 · excluded $2,620
-
11a · Other revenue: MISCELLANEOUS REVENUE
total $219 · related or exempt $219
-
11e · Other revenue, total
$219
Functional expenses
Part IX, the statement of functional expenses.
-
7 · Other salaries and wages
total $3,864,074 · program services $3,834,141 · management and general $29,933
-
8 · Pension plan contributions
total $99,502 · program services $98,692 · management and general $810
-
9 · Other employee benefits
total $517,811 · program services $513,593 · management and general $4,218
-
10 · Payroll taxes
total $303,112 · program services $300,872 · management and general $2,240
-
11a · Fees: management
total $672,220 · management and general $672,220
-
11b · Fees: legal
total $1,465 · management and general $1,465
-
11c · Fees: accounting
total $8,150 · management and general $8,150
-
11g · Fees: other
total $132,555 · program services $132,555
-
12 · Advertising and promotion
total $820 · program services $820
-
13 · Office expenses
total $193,053 · program services $193,053
-
14 · Information technology
total $82,278 · program services $82,278
-
16 · Occupancy
total $327,711 · program services $327,711
-
17 · Travel
total $341,201 · program services $341,201
-
20 · Interest
total $10,499 · program services $10,499
-
22 · Depreciation, depletion and amortization
total $106,182 · program services $106,182
-
23 · Insurance
total $89,127 · program services $89,127
-
24a · Other expenses: SPONSOR PAYMENTS
total $2,389,819 · program services $2,389,819
-
24b · Other expenses: SPECIFIC CLIENT ASSISTA
total $539,070 · program services $539,070
-
24c · Other expenses: FOOD AND BEVERAGE
total $362,233 · program services $362,233
-
24d · Other expenses: DUES & SUBSCRIPTIONS
total $94,437 · program services $94,437
-
24e · All other expenses
total $130,753 · program services $130,753
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $555,846 · end of year $508,846
-
3 · Pledges and grants receivable
beginning of year $247,855 · end of year $535,975
-
4 · Accounts receivable
beginning of year $1,171,885 · end of year $1,098,223
-
9 · Prepaid expenses and deferred charges
beginning of year $6,360 · end of year $1,000
-
10a · Land, buildings and equipment: cost or other basis
$1,478,648
-
10b · Land, buildings and equipment: accumulated depreciation
$1,138,981
-
10c · Land, buildings and equipment, net
beginning of year $372,404 · end of year $339,667
-
15 · Other assets
beginning of year $4,351,583 · end of year $4,926,482
-
17 · Accounts payable and accrued expenses
beginning of year $553,040 · end of year $561,055
-
19 · Deferred revenue
beginning of year $216,506 · end of year $170,381
-
25 · Other liabilities
beginning of year $2,626,528 · end of year $2,847,745
-
27 · Net assets without donor restrictions
beginning of year $2,722,452 · end of year $2,577,486
-
28 · Net assets with donor restrictions
beginning of year $587,407 · end of year $1,253,526
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.IN 1975, FSL OPENED THE FIRST ADULT DAY HEALTH SERVICES (ADHS) CENTER IN ARIZONA TO PROVIDE A SAFE, SUPPORTIVE AND CARING ENVIRONMENT FOR SENIORS AND ADULTS WITH DISABILITIES. FSL NOW OPERATES TWO CENTERS IN GLENDALE AND TEMPE WHICH ARE ALL LICENSED BY THE ARIZONA DEPARTMENT OF HEALTH SERVICES. CLIENTS BENEFIT FROM NURSING SERVICES, PERSONAL CARE ASSISTANCE AND SOCIAL SERVICE CONNECTIONS, ALL OF WHICH HELP THEM MAINTAIN THEIR INDIVIDUAL LEVEL OF INDEPENDENCE. 142,453 HOURS OF CARE WERE PROVIDED TO 2,480 CLIENTS IN FYE 2024. ALONG WITH PROVIDING SUPERVISION, FSL'S DEDICATED STAFF CREATE MONTHLY THERAPEUTIC RECREATION CALENDARS OFFERING ACTIVITIES TO MEET THE NEEDS OF FSL'S CLIENTS' VARIOUS COGNITIVE AND PHYSICAL ABILITIES. IN ADDITION TO DAILY EXERCISE PROGRAMS, EDUCATIONAL OFFERINGS AND COMMUNITY OUTINGS, 130,313 MILES OF TRANSPORTATION AND 18,113 NUTRITIOUS MEALS WERE PROVIDED TO CLIENTS.
Expenses $3,656,470 · Revenue $2,790,010
-
FSL'S COMMUNITY LIVING RESOURCES IS A COMPILATION OF SERVICES DESIGNED TO HELP ENSURE THE PROVISION OF QUALITY CARE IN ASSISTED LIVING FACILITIES ACROSS THE ENTIRE STATE OF ARIZONA AS DETERMINED BY THE ARIZONA LONG TERM CARE SERVICES HEALTH PLANS AND ARIZONA DEPARTMENT OF HEALTH SERVICES. THESE SERVICES INCLUDE ANNUAL QUALITY MONITORING AND PERIODIC INVESTIGATIVE AUDITS OF THESE FACILITIES. FOR FYE 2024, 428 QUALITY MONITORING AUDITS WERE PROVIDED TO ENSURE THE RESIDENTS AND PATIENTS' HEALTH AND WELL-BEING. FSL CONTINUES TO CONTRACT WITH ADULT FOSTER CARE SPONSORS TO PROVIDE CARE SERVICES FOR MERCY CARE MEMBERS. IN FYE 2024, 629 ADULTS WITH CAREGIVING NEEDS WERE HOUSED IN FSL'S ADULT FOSTER CARE HOMES.
Expenses $2,656,138 · Revenue $2,795,952
-
FSL OPERATES TWO COMMUNITY ACTION PROGRAMS (CAPS), SENIOR CENTERS AND FOOD PANTRIES IN THE PEORIA/NW VALLEY AND IN WICKENBURG COMMUNITIES. IN FYE 2024 OUR SITES DISTRIBUTED OVER 732,066 POUNDS OF FOOD, PROVIDED 6,427 RIDES TO SENIORS, 58,980 MEALS THROUGH OUR CONGREGATE AND HOME DELIVERED MEAL PROGRAMS. THE CAP TEAMS MANAGED AND DISTRIBUTED OVER $2M TO PROVIDE MORTGAGE, RENT AND UTILITY ASSISTANCE FOR COMMUNITY MEMBERS WHO EXPERIENCED FINANCIAL HARDSHIPS.
Expenses $958,096 · Revenue $826,716
-
RISE PROVIDES CUSTOMIZED PATIENT-CENTERED CARE TO SUPPORT CLIENTS AND CAREGIVERS WITH EMOTIONAL SUPPORT, COMMUNITY RESOURCES, SUSTAINABILITY PLANNING AND ASSISTANCE WITH INTEGRATION WITH FSL SERVICES. TOGETHER OUR SOCIAL SERVICE TEAM ASSISTED 2,930 INDIVIDUALS TO CONNECT TO CARE AND SUPPORTIVE SERVICES DURING THE FYE 2024. ACTIVATE (ADVANCE CLIENTS' TRANSITION TO INDEPENDENCE WITH ACTIONS THAT EMPOWER) PROVIDES TRANSITIONAL CARE SERVICES HELPING PEOPLE TO TRANSITION SAFELY FROM HOSPITAL TO HOME WITH A GOAL TO IMPROVE HEALTH OUTCOMES AND TO REDUCE RE-HOSPITALIZATION RATES. FOCUSING ON SOCIAL DETERMINANTS OF HEALTH AND EDUCATION OF DISEASE PROCESSES AND RED FLAGS, THIS PROGRAM SERVED 1,627 HIGH-RISK MEMBERS OF THE COMMUNITY AND PROVIDED COMPLIMENTARY ACCESS TO 2,554 PIECES OF DURABLE MEDICAL EQUIPMENT TO LOW-INCOME PATIENTS. THROUGH THESE NAVIGATION SERVICES, THE FSL TEAM REDUCED HOSPITAL READMISSION TO JUST 3%, AND ALL CLIENTS EXPERIENCED IMPROVED HEALTH AND QUALITY OF LIFE.
Expenses $2,276,332 · Revenue $1,251,497
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Tamara BohannonTAMARA 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
-
Steve HastingsSTEVE HASTINGS
CHIEF OF REAL ESTATE & VIC
- Total calculated
- $184,185
- From this org
- $0
- From related orgs
- $163,743
- Other
- $20,442
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $163,731 related
- Bonus
- $0 + $12 related
- Other
- $0
- Deferred
- $0 + $6,561 related
- Nontaxable benefits
- $0 + $13,881 related
- Filer's total
- $0 + $184,185 related
-
Blanca RuizBLANCA RUIZ
TREASURER
- Total calculated
- $129,209
- From this org
- $0
- From related orgs
- $117,439
- Other
- $11,770
- Hours/week
- 1 + 40 related
-
David PaddisonDAVID PADDISON
SECRETARY
- 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
-
Charnise MooreCHARNISE MOORE
CPO
- Total calculated
- $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 (OTHER THAN STEVE HASTINGS) LISTED IN FORM 990, PART VII, ARE COMPENSATED BY THE RELATED ORGANIZATION, FSL MANAGEMENT, FOR SERVICES PROVIDED TO THE FILING ORGANIZATION AND RELATED ORGANIZATIONS. STEVE HASTINGS IS COMPENSATED BY FSL REAL ESTATE. 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 THE TOP MANAGEMENT OFFICIAL'S 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.
-
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
-
501(C)(3) · REHABILITATION OF HOMES FOR THE BENEFIT OF FSL FACILITIES · AZ
Directly controlled by FOUNDATION FOR SENIOR LIVING
-
501(C)(3) · MANAGEMENT SERVICES TO RELATED FOUNDATION FOR SENIOR LIVING ORGANIZATIONS · AZ
Directly controlled by FOUNDATION FOR SENIOR LIVING
-
501(C)(3) · REAL ESTATE DEVELOPMENT SERVICES FOR FOUNDATION OF SENIOR LIVING ORGANIZATIO · AZ
Directly controlled by FOUNDATION FOR SENIOR LIVING
-
501(C)(3) · LOW-INCOME HOUSING AND RELATED SERVICES TO THE ELDERLY · AZ
Directly controlled by FOUNDATION FOR SENIOR LIVING
-
501(C)(3) · PROVIDE POLICY ADVICE AND GUIDANCE TO IT'S SUBSIDIARIES · AZ
-
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
-
MOUNTAIN VILLAGE SENIORS LLC
REAL ESTATE RENTAL · AZ
-
FSL PADUA HILLS LP
REAL ESTATE RENTAL · AZ
-
FSL ST ISADORE VILLAS LP
REAL ESTATE RENTAL · AZ
-
FSL ST RAMONA VILLAS LP
REAL ESTATE RENTAL · AZ
-
FSL PADRE KINO VILLAGE LP
REAL ESTATE RENTAL · AZ
-
ACACIA HEIGHTS VILLAGE LP
REAL ESTATE RENTAL · AZ
-
FSL VILLAGE ON ROESER PHOENIX 2018 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 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
- 202531349349304683
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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