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← FSL REAL ESTATE SERVICES

Form 990 for tax year 2024

Filed by FSL REAL ESTATE SERVICES.

Totals

Total revenue
$2,279,148
Total expenses
$2,855,361
Contributions and grants received
$1,335,247
Grants paid
$0
Program service revenue
$957,839
Investment income
-$13,938
Other revenue
$0
Total assets, end of year
$37,235,121
Total liabilities, end of year
$27,803,744
Net assets or fund balances, end of year
$9,431,377
Program services expenses (Part IX)
$1,043,467
Management and general expenses
$1,811,894
Fundraising expenses
$0
Program service expenses (Part III)
$1,043,467

Program services were 36.5% 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.

  • 1d · Related organizations

    $1,010,623

  • 1f · All other contributions, gifts and grants

    $324,624

  • 1g · Noncash contributions included above

    $277,124

  • 2a · Program service revenue: CLIENT & DEVELOPER FEE

    total $751,329 · related or exempt $751,329

  • 2b · Program service revenue: MANAGEMENT FEES

    total $206,510 · related or exempt $206,510

  • 3 · Investment income

    total $7,994 · excluded $7,994

  • 7b · Less cost or other basis and sales expenses

    other assets $21,932

  • 7c · Gain or loss

    other assets -$21,932

  • 7d · Net gain or loss

    total -$21,932 · related or exempt -$21,932

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $203,787 · program services $183,408 · management and general $20,379

  • 7 · Other salaries and wages

    total $1,007,684 · management and general $1,007,684

  • 8 · Pension plan contributions

    total $39,454 · management and general $39,454

  • 9 · Other employee benefits

    total $117,658 · management and general $117,658

  • 10 · Payroll taxes

    total $122,756 · program services $21,687 · management and general $101,069

  • 11a · Fees: management

    total $215,591 · management and general $215,591

  • 11b · Fees: legal

    total $20,320 · management and general $20,320

  • 11c · Fees: accounting

    total $19,357 · management and general $19,357

  • 11g · Fees: other

    total $10,248 · program services $6,157 · management and general $4,091

  • 16 · Occupancy

    total $425,435 · program services $412,779 · management and general $12,656

  • 17 · Travel

    total $83,289 · program services $10,581 · management and general $72,708

  • 20 · Interest

    total $79,390 · management and general $79,390

  • 22 · Depreciation, depletion and amortization

    total $339,049 · program services $321,993 · management and general $17,056

  • 23 · Insurance

    total $72,924 · program services $41,402 · management and general $31,522

  • 24a · Other expenses: OTHER OPERATING EXPENSE

    total $39,148 · program services $10,092 · management and general $29,056

  • 24b · Other expenses: TELEPHONES

    total $23,443 · program services $7,205 · management and general $16,238

  • 24c · Other expenses: MATERIALS & SUPPLIES

    total $23,021 · program services $16,093 · management and general $6,928

  • 24d · Other expenses: BAD DEBT EXPENSE

    total $12,000 · program services $12,000

  • 24e · All other expenses

    total $807 · program services $70 · management and general $737

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $430,393 · end of year $260,036

  • 2 · Savings and temporary cash investments

    beginning of year $305,347 · end of year $334,792

  • 4 · Accounts receivable

    beginning of year $70,046 · end of year $68,185

  • 8 · Inventories for sale or use

    beginning of year $525,314 · end of year $6,272,257

  • 9 · Prepaid expenses and deferred charges

    beginning of year $10,657 · end of year $6,767

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

    $11,591,002

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

    $2,527,366

  • 10c · Land, buildings and equipment, net

    beginning of year $9,643,634 · end of year $9,063,636

  • 15 · Other assets

    beginning of year $18,562,791 · end of year $21,229,448

  • 17 · Accounts payable and accrued expenses

    beginning of year $161,666 · end of year $288,987

  • 23 · Secured mortgages and notes payable

    beginning of year $7,844,907 · end of year $7,499,876

  • 25 · Other liabilities

    beginning of year $13,416,783 · end of year $20,014,881

  • 27 · Net assets without donor restrictions

    beginning of year $8,069,826 · end of year $9,386,377

  • 28 · Net assets with donor restrictions

    beginning of year $55,000 · end of year $45,000

Mission and programs · 2024

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)

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 MAKING ARIZONA A SAFE PLACE TO AGE SINCE 1974. FSL UNDERWENT A REBRAND IN APRIL 2025 AND IS DOING BUSINESS AS ALLTHRIVE365. ALLTHRIVE365 ASSISTS OVER 38,000 ARIZONANS ANNUALLY THROUGH MORE THAN 25 PROGRAMS CENTERED AROUND THREE PRIMARY FOCUS AREAS: HEALTH, HOUSING AND CONNECTION. IN THE FISCAL YEAR 2024-25, ALLTHRIVE365 CONTINUED ITS COMMITMENT TO PROVIDING SECURE HOUSING BY OFFERING SHELTER TO OVER 1,300 ARIZONANS EACH NIGHT. THIS ENCOMPASSED VARIOUS HOUSING OPTIONS, INCLUDING SINGLE- AND MULTI-FAMILY HOMES, AFFORDABLE HOUSING COMPLEXES, AND RESIDENTIAL BEHAVIORAL HEALTH GROUP HOMES. (SCHEDULE O)ALLTHRIVE365 ALSO ACTIVELY TRAINED AND MONITORED SPONSORS INVOLVED IN ADULT FOSTER CARE AND ADULT BEHAVIORAL HEALTH THERAPEUTIC HOME PROGRAMS.AS THE LARGEST PROVIDER OF WEATHERIZATION SERVICES IN ARIZONA, ALLTHRIVE365'S WEATHERIZATION AND HOME IMPROVEMENT INITIATIVES CUT ENERGY BILLS AND IMPROVED HEALTH FOR OVER 8,000 HOMEOWNERS. IN THE AREA OF NUTRITION, ALLTHRIVE365 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 2,400 PATIENTS UPON HOSPITAL DISCHARGE AND OPERATED ADULT DAY HEALTH FACILITIES, DELIVERING OVER 133,000 HOURS OF RESPITE CARE TO FAMILY CAREGIVERS. THROUGHOUT THE FISCAL YEAR 2024-25, ALLTHRIVE365 REMAINED STEADFAST IN ITS MISSION, MAKING SIGNIFICANT STRIDES IN ENSURING THE SAFETY, HEALTH, AND WELL-BEING OF ARIZONANS OF ALL AGES.FSL REAL ESTATE SERVICES (RES) DBA ALLTHRIVE365 RES MANAGES A PORTFOLIO OF AFFORDABLE AND SUBSIDIZED HOUSING THAT INCORPORATES GREEN BUILDING TECHNOLOGY AND, IN MANY CASES, PV SOLAR ELECTRICAL POWER, AND DEVELOPS NEW AFFORDABLE HOUSING FOR LOW-INCOME SENIORS, ADULTS WITH DISABILITIES, AND LOW TO MODERATE INCOME FAMILIES. DEVELOPMENTS UTILIZE SEVERAL FUNDING SOURCES INCLUDING LOW INCOME HOUSING TAX CREDITS, STATE OF ARIZONA HOUSING TRUST FUNDS, HOME INVESTMENT PARTNERSHIP FUNDS, LISC, ARIZONA COMMUNITY FOUNDATION, AMERICAN , RURAL DEVELOPMENT FUNDS, SAN FRANCISCO AND CHICAGO FEDERAL HOME LOAN BANKS AFFORDABLE HOUSING PROGRAM GRANTS, CONSTRUCTION LENDING, AMERICAN RESCUE PLAN ACT (ARPA) FUNDS, TAXABLE BONDS, AND PERMANENT COMMERCIAL DEBT. ONE ISSUE THAT MANY SENIORS EXPERIENCE IS DEPRESSION, OFTEN WITH SEVERE CONSEQUENCES. THIS DEPRESSION IS FREQUENTLY CAUSED BY SECLUSION, MOBILITY ISSUES OR LACK OF A SUPPORTIVE SOCIAL NETWORK. IN AN EFFORT TO ENSURE NOT ONLY THE SAFETY AND WELLBEING OF ITS RESIDENTS, ALLTHRIVE365 ALSO FOSTERS THEIR ANCILLARY NEEDS AND WELLBEING. AS PART OF THIS, ALLTHRIVE365 PROVIDES ACCESSIBLE VANS AT THE RESIDENTIAL PROPERTIES TO KEEP THE RESIDENTS ACTIVE, SOCIAL AND ENGAGED. FREQUENT SHOPPING TRIPS TO APPOINTMENTS AND STORES WHERE RESIDENTS RECEIVE SENIOR DISCOUNTS ESTABLISH THE RESIDENTS AS AN INTEGRAL PART OF THEIR RESPECTIVE COMMUNITIES. OTHER SOCIAL FACTORS THAT ALLTHRIVE365 SUPPORTS IN ITS PROPERTIES INCLUDE LARGE BOOK-LINED COMMUNITY ROOMS FOR RESIDENTS TO GATHER AND CONGREGATE AND ACTIVITY COORDINATORS TO HELP PLAN TRIPS AND ACTIVITIES. ON-SITE FOOD PANTRIES ALSO PROMOTE GOOD NUTRITION, HEALTHY HABITS AND ENSURE THAT VERY LOW-INCOME RESIDENTS NEVER GO HUNGRY. IN ADDITION, ALLTHRIVE365 PAYS THE RESIDENTS' UTILITIES TO PROMOTE BASIC SAFETY AND EASE OF BUDGETING, AS WELL AS TO ELIMINATE UNCERTAINTY. THE COMBINATION OF THESE SERVICES BUILDS SOCIAL COMMUNITIES WITH HAPPY, ACTIVE SENIORS. FIVE COMMUNITIES, LOCATED IN HOLBROOK, MAYER, PHOENIX, AND PRESCOTT, PROVIDE 102 AFFORDABLE HOMES. IN FISCAL YEAR 2024-25, 36,561 NIGHTS OF SAFE, AFFORDABLE HOUSING WERE PROVIDED TO 228 ARIZONANS, INCLUDING SENIORS, ADULTS WITH DISABILITIES, AND FAMILIES.

    Expenses $1,043,467 · Revenue $935,907

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • TAMARA BOHANNON

    CEO & BOARD PRESIDENT

    Total calculated
    $248,447
    From this org
    $0
    From related orgs
    $230,413
    Other
    $18,034
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $197,504 related
    Bonus
    $0 + $32,909 related
    Other
    $0
    Deferred
    $0 + $9,205 related
    Nontaxable benefits
    $0 + $8,829 related
    Filer's total
    $0 + $248,447 related

  • STEVE HASTINGS

    CHIEF OF REAL ESTATE & BOARD SECRETARY

    Total calculated
    $205,224
    From this org
    $196,997
    From related orgs
    $0
    Other
    $8,227
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $166,997
    Bonus
    $30,000
    Other
    $0
    Deferred
    $7,887
    Nontaxable benefits
    $340
    Filer's total
    $205,224

  • CHARNISE MOORE

    CPO & VICE PRESIDENT

    Total calculated
    $164,196
    From this org
    $0
    From related orgs
    $164,196
    Other
    $0
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $159,196 related
    Bonus
    $0 + $5,000 related
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $164,196 related

  • DAVID PADDISON

    CFO & TREASURER

    Total calculated
    $216,218
    From this org
    $0
    From related orgs
    $188,338
    Other
    $27,880
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $176,338 related
    Bonus
    $0 + $12,000 related
    Other
    $0
    Deferred
    $0 + $7,989 related
    Nontaxable benefits
    $0 + $19,891 related
    Filer's total
    $0 + $216,218 related

  • ELENA BURR

    BOARD MEMBER

    Total calculated
    $92,807
    From this org
    $0
    From related orgs
    $81,163
    Other
    $11,644
    Hours/week
    1 + 40 related

  • JOHN BARRACLOUGH

    DIRECTOR, PORTFOLIO

    Total calculated
    $132,479
    From this org
    $114,489
    From related orgs
    $0
    Other
    $17,990
    Hours/week
    40

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 DBA ALLTHRIVE365 MGMT, FOR SERVICES PROVIDED TO THE FILING ORGANIZATION AND RELATED ORGANIZATIONS. FSL MANAGEMENT DBA ALLTHRIVE365 MGMT EMPLOYS THE MANAGEMENT GROUP FOR ALL RELATED ALLTHRIVE365 AFFILIATES. THE FILING ORGANIZATION RELIED ON FSL MANAGEMENT DBA ALLTHRIVE365 MGMT, 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.

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.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • FSL ST HILDEGARDE LLC

    REAL ESTATE RENTAL · AZ · income $0 · assets $0

    Directly controlled by FSL REAL ESTATE SERVICES INC

  • FSL HERITAGE GLEN RETIREMENT APARTMENTS LLC

    REAL ESTATE RENTAL · AZ · income $0 · assets $0

    Directly controlled by FSL REAL ESTATE SERVICES INC

  • FSL ST ALEXANDER LLC

    REAL ESTATE RENTAL · AZ · income $0 · assets $409,797

    Directly controlled by FSL REAL ESTATE SERVICES INC

  • FSL ST JOHN LLC

    REAL ESTATE RENTAL · AZ · income $0 · assets $0

    Directly controlled by FSL REAL ESTATE SERVICES INC

  • SPRING VALLEY TERRACE APARTMENTS LLC

    REAL ESTATE RENTAL · AZ · income $118,691 · assets $790,357

    Directly controlled by FSL ST ALEXANDER LLC

  • FSL PADUA HILLS LLC

    REAL ESTATE RENTAL · AZ · income $0 · assets $0

    Directly controlled by FSL REAL ESTATE SERVICES INC

  • ROESER SENIOR RESIDENCES LLC

    REAL ESTATE RENTAL · AZ · income $0 · assets $0

    Directly controlled by FSL ROESER VILLAGE INC

  • FSL ST EDWARD LLC

    REAL ESTATE RENTAL · AZ · income $0 · assets $0

    Directly controlled by FSL REAL ESTATE SERVICES INC

  • FSL ST GABRIELA LLC

    REAL ESTATE RENTAL · AZ · income $0 · assets $0

    Directly controlled by FSL REAL ESTATE SERVICES INC

  • FSL ST ISADORE LLC

    REAL ESTATE RENTAL · AZ · income $98,132 · assets $573,135

    Directly controlled by FSL REAL ESTATE SERVICES INC

  • FSL ST RAMONA LLC

    REAL ESTATE RENTAL · AZ · income $0 · assets $0

    Directly controlled by FSL REAL ESTATE SERVICES INC

  • FSL PADRE KINO LLC

    REAL ESTATE RENTAL · AZ · income $18,179 · assets $123,742

    Directly controlled by FSL REAL ESTATE SERVICES INC

  • ACACIA HEIGHTS LLC

    REAL ESTATE RENTAL · AZ · income $22,277 · assets $95,017

    Directly controlled by FSL REAL ESTATE SERVICES INC

  • FSL VILLAGE ON ROESER PHOENIX 2018 LLC

    REAL ESTATE RENTAL · AZ · income $27,728 · assets $117,935

    Directly controlled by FSL REAL ESTATE SERVICES INC

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.

  • FSL HOLDING PROPERTIES LLC

    C · REAL ESTATE RENTAL · AZ

    Directly controlled by FSL REAL ESTATE SERVICES INC DBA ALLTHRIVE365

  • 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 LIVING INC DBA ALLTHRIVE365

  • FSL SOLAR 1 INC

    C · RENTAL REAL ESTATE · AZ

    Directly controlled by FOUNDATION FOR SENIOR LIVING INC DBA ALLTHRIVE365

  • FSL SOLAR 2 INC

    C · RENTAL REAL ESTATE · AZ

    Directly controlled by FOUNDATION FOR SENIOR LIVING INC DBA ALLTHRIVE365

  • FSL SOLAR 3 INC

    C · RENTAL REAL ESTATE · AZ

    Directly controlled by FOUNDATION FOR SENIOR LIVING INC DBA ALLTHRIVE365

  • FSL ROESER VILLAGE INC

    C · MANAGEMENT RESIDENTIAL RENTAL · AZ

    Directly controlled by FOUNDATION FOR SENIOR LIVING INC DBA ALLTHRIVE365

  • FSL YUMA SENIOR TERRACES I INC

    C · MANAGEMENT RESIDENTIAL RENTAL · AZ

    Directly controlled by FOUNDATION FOR SENIOR LIVING INC DBA ALLTHRIVE365

  • FSL WHITE MOUNTAIN INC

    C · RENTAL REAL ESTATE · AZ

    Directly controlled by FOUNDATION FOR SENIOR LIVING INC DBA ALLTHRIVE365

  • FSL ST PETER INC

    C · RENTAL REAL ESTATE · AZ

    Directly controlled by FOUNDATION FOR SENIOR LIVING INC DBA ALLTHRIVE365

  • FSL ST FRANCIS INC

    C · RENTAL REAL ESTATE · AZ

    Directly controlled by FOUNDATION FOR SENIOR LIVING INC DBA ALLTHRIVE365

  • FSL ST MONICA INC

    C · MANAGEMENT RESIDENTIAL RENTAL · AZ

    Directly controlled by FOUNDATION FOR SENIOR LIVING INC DBA ALLTHRIVE365

  • FSL GIBSON GARDEN INC

    C · RENTAL REAL ESTATE · AZ

    Directly controlled by FOUNDATION FOR SENIOR LIVING INC DBA ALLTHRIVE365

  • FSL RUBY HEIGHTS INC

    C · RENTAL REAL ESTATE · AZ

    Directly controlled by FOUNDATION FOR SENIOR LIVING INC DBA ALLTHRIVE365

  • FSL COLLINS INC

    C · RENTAL REAL ESTATE · AZ

    Directly controlled by FOUNDATION FOR SENIOR LIVING INC DBA ALLTHRIVE365

  • FSL SETON INC

    C · RENTAL REAL ESTATE · AZ

    Directly controlled by FOUNDATION FOR SENIOR LIVING INC DBA ALLTHRIVE365

  • FSL ST ANNE INC

    C · MANAGEMENT RESIDENTIAL RENTAL · AZ

    Directly controlled by FOUNDATION FOR SENIOR LIVING INC DBA ALLTHRIVE365

  • AFFORDABLE SERVICES FOR SENIORS INC

    C · RENTAL REAL ESTATE · AZ

    Directly controlled by FOUNDATION FOR SENIOR LIVING INC DBA ALLTHRIVE365

  • ST CLAIRE SENIOR LIVING

    C · REAL ESTATE RENTAL · AZ

    Directly controlled by FOUNDATION FOR SENIOR LIVING INC DBA ALLTHRIVE365

  • FSL VILLAGE ON ROESER PHOENIX 2018 LLC

    C · REAL ESTATE RENTAL · AZ

    Directly controlled by FOUNDATION FOR SENIOR LIVING INC DBA ALLTHRIVE365

  • ACACIA HEIGHTS LLC

    C · REAL ESTATE RENTAL · AZ

    Directly controlled by FOUNDATION FOR SENIOR LIVING INC DBA ALLTHRIVE365

Provenance

Return type
form_990
Tax year
2024
Filed
12 May 2026
IRS schema version
2024v5.5
Source object
202601339349305640

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