2024-08-26T17:44:38-05:00 2023-12-31 450250958 EIDE BAILLY LLP 2355 E CAMELBACK RD STE 900 PHOENIX AZ 850169065 990 2023-01-01 203253081 CHRISTIAN CARE MESA III CHRI 6023851592 2400 W DUNLAP AVE STE 250 PHOENIX AZ 85021 KATHLEEN CONDON CFO 6023851592 2024-08-23 1 1 BRENDA BLUNT CPA P00075126 4803151040 2024-08-01 2023 2024-08-08 14:25:15Z OASIS AT HISTORIC MESA ALAN HIEB 2400 W DUNLAP AVE STE 250 PHOENIX AZ 85021 398735 0 X FELLOWSHIPSQUARESENIORLIVING.ORG X 2005 AZ PROVIDING QUALITY AFFORDABLE ASSISTED LIVING AND MEMORY SUPPORT FOR SENIORS. 11 10 0 10 0 0 0 0 401779 398569 84 166 0 0 401863 398735 0 0 0 0 0 0 0 0 0 446294 446717 446294 446717 -44431 -47982 6241246 6080307 8324514 8211557 -2083268 -2131250 X THROUGH CHRISTIAN LOVE AND EXCELLENCE, WE ARE DEDICATED TO PROVIDING A FULFILLING LIFESTYLE AND PROMOTING INDEPENDENCE TO THOSE WE SERVE 0 0 423078 398569 CHRISTIAN CARE MESA III, INC. "D.B.A. THE OASIS AT HISTORIC MESA" IS LOCATED IN MESA, AZ. OPENED IN 2010, THE OASIS IS A 40-UNIT ASSISTED LIVING FACILITY WITH A 20 BED MEMORY CARE CENTER FOR LOW AND MIDDLE-INCOME SENIORS. THE OASIS PROVIDES 1 BEDROOM & STUDIO APARTMENTS WITH WALK IN SHOWERS; A DINING ROOM; ACTIVITY ROOM; BEAUTY SHOP AND LIBRARY. THE BUILDING IS LEASED IN ITS ENTIRETY TO CHRISTIAN CARE MESA II, INC. DBA FELLOWSHIP SQUARE HISTORIC MESA. FELLOWSHIP SQUARE HISTORIC MESA OPERATES ASSISTED LIVING SERVICES TO RESIDENTS AND IS CURRENTLY LICENSED FOR 66 RESIDENTS. SERVICES PROVIDED INCLUDE MEMBERSHIP IN THE SENIOR FIT WELLNESS PROGRAM, CABLE TELEVISION AND INTERNET AVAILABILITY, 3 MEALS PER DAY, TRANSPORTATION TO BANKS AND GROCERY STORES; RECREATIONAL ACTIVITIES, (CONT'D ON SCHEDULE O) CHAPLAIN SERVICES AND 24-HOUR SECURITY WITH AN EMERGENCY CALL SYSTEM. CHRISTIAN CARE IS AN ACTIVE PARTICIPANT IN QUALITY INITIATIVES THAT PROMOTE HEALTHY, AFFORDABLE, AND ETHICAL AGING SERVICES IN ASSOCIATION WITH LEADING AGE AND THE HEALTH SERVICES ADVISORY GROUP (HSAG).FOUNDED IN 1979, THE CHRISTIAN CARE COMPANIES BEGAN WITH 96 UNITS OF SUBSIDIZED HOUSING AND A 60-BED NURSING CENTER ON THE PHOENIX CAMPUS. THE NURSING CENTER CORNERSTONE QUOTES PSALM 71:9, CAST ME NOT OFF IN THE TIME OF OLD AGE; FORSAKE ME NOT WHEN MY STRENGTH FAILETH. THE ORGANIZATION IS ONE OF 16 RELATED TAX EXEMPT CHRISTIAN CARE COMPANIES (THE NAMES OF THE OTHER 15 ARE LISTED ON SCHEDULE R) WHO PROVIDE HOUSING, HOSPITALITY AND HEALTHCARE SERVICES FOR VERY-LOW-TO-MIDDLE INCOME ARIZONA SENIORS. THE CHRISTIAN CARE COMPANIES WERE FOUNDED BY THE NONDENOMINATIONAL CHRISTIAN CHURCHES OF ARIZONA AND ARE GOVERNED BY CORPORATE BOARDS OF DIRECTORS. AT DECEMBER 31, 2023, THE CHRISTIAN CARE COMPANIES OWN AND OPERATE 1,990 UNITS OF MIDDLE-INCOME, MARKET-RATE INDEPENDENT, ASSISTED, AND MEMORY CARE UNITS FOR SENIORS ON SIX CAMPUSES, 338 UNITS OF SUBSIDIZED HOUSING, AND A 68-BED HEALTH CENTER. IN ADDITION, WE PROVIDE ASSISTED LIVING SERVICES TO UP TO 107 RESIDENTS OF OUR SUBSIDIZED HOUSING.BENEFITS OF BEING PART OF A CHRISTIAN CARE COMMUNITY TYPICALLY INCLUDE SHARED HOUSEKEEPING; MAINTENANCE AND SECURITY SERVICES, INCLUDING CALL BUTTON MONITORING; ACCESS TO PRIVATE SCHEDULED TRANSPORTATION; AND COMPUTER LABS WITH HIGH-SPEED INTERNET. RESIDENTS TYPICALLY HAVE ENTREE TO ON-CAMPUS FOOD SERVICE VENUES, ENTERTAINING ACTIVITY PROGRAMS, HEALTH & WELLNESS OPPORTUNITIES AND CHAPLAINCY SERVICES. 423078 1 0 0 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 5 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 11 10 0 1 0 0 1 0 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X KATHLEEN CONDON 6024435487 2400 W DUNLAP AVE SUITE 250 PHOENIX AZ 85021 ALAN HIEB PRESIDENT/CEO 1.00 39.00 X X 0 479667 46082 ROGER BLUMENTHAL V. CHAIRMAN / CHAIRMAN (FROM 5/1/23) 0.10 0.90 X X 0 0 0 ED FRENCH CHAIRMAN / V. CHAIRMAN (FROM 5/1/23) 0.10 0.90 X X 0 0 0 DENNIS RUTHERFORD TREASURER 0.10 0.90 X X 0 0 0 JOHN NORRIS SECRETARY 0.10 0.90 X X 0 0 0 LARRY DAILY DIRECTOR (THRU 5/1/23) 0.10 0.40 X 0 0 0 JAY MIHALEK DIRECTOR 0.10 0.40 X 0 0 0 FRANK SUNG DIRECTOR 0.10 0.40 X 0 0 0 RHONDA ANDERSON DIRECTOR 0.10 0.40 X 0 0 0 TOM GREER DIRECTOR 0.10 0.90 X 0 0 0 BILL DODSON DIRECTOR (FROM 8/5/23) 0.10 0.40 X 0 0 0 ROB FAULK DIRECTOR (FROM 8/5/23) 0.10 0.40 X 0 0 0 KATHLEEN CONDON CFO 1.00 49.00 X 0 199581 35484 RENA PHILLIPS EXECUTIVE DIRECTOR 3.00 37.00 X 0 174343 23460 0 853591 105026 0 0 1 0 0 RENTAL INCOME 531120 398569 398569 398569 166 166 398735 398569 0 166 12500 12500 271 271 1649 1567 82 230739 230031 708 195153 185395 9758 6405 6085 320 446717 423078 23639 0 64632 41308 9772 9774 7932366 2782584 5346584 5149782 335811 359124 484447 520319 6241246 6080307 34407 38358 7478995 7348756 811112 824443 8324514 8211557 X -2083268 -2131250 -2083268 -2131250 6241246 6080307 -47982 0 X 0 1 X 1 1 1 X X 1 CHRISTIAN CARE MESA II 900067112 10 1 0 423078 1 0 423078 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 PART I, LINE 12G, COLUMN (VI) THE ORGANIZATION PROVIDES A 40-UNIT ASSISTED LIVING FACILITY WITH A 20-BED MEMORY CARE CENTER TO ITS SUPPORTED ORGANIZATION, CHRISTIAN CARE MESA II, INC. WHICH USES IT TO PROVIDE ASSISTED LIVING AND MEMORY CARE SERVICES TO LOW AND MIDDLE-INCOME SENIORS. 210118 210118 7399519 2471172 4928347 251377 240060 11317 71352 71352 0 5149782 REPLACEMENT RESERVE 348645 C SURPLUS RESERVE FUND 10479 C 359124 DUE FROM RELATED ENTITIES 520319 520319 NET DEBT ISSUANCE COSTS -143107 DUE TO RELATED ENTITIES 967550 824443 X 398735 0 398735 0 398735 446717 0 446717 0 446717 PART X, LINE 2: MANAGEMENT BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AFFECTING ITS ANNUAL FILING REQUIREMENTS, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. 0 0 0 0 0 0 0 1 0 ALAN HIEB PRESIDENT/CEO 0 449886 0 22581 0 7200 0 11400 0 37986 0 529053 0 0 KATHLEEN CONDON CFO 0 189953 0 9628 0 0 0 8087 0 29967 0 237635 0 0 RENA PHILLIPS EXECUTIVE DIRECTOR 0 165810 0 8533 0 0 0 7168 0 18251 0 199762 0 0 PART I, LINE 7 THE ORGANIZATION'S MANAGEMENT COMPANY, CHRISTIAN CARE MANAGEMENT, INC., AWARDED CERTAIN MERIT-BASED, DISCRETIONARY BONUSES BASED ON PERFORMANCE REVIEWS. SCHEDULE J, PART I, QUESTION 3: THE ORGANIZATION RELIED ON A RELATED ORGANIZATION, CHRISTIAN CARE MANAGEMENT, INC., THAT USED THE FOLLOWING METHODS DESCRIBED IN QUESTION 3 TO ESTABLISH THE PRESIDENT/CEO'S COMPENSATION: COMPENSATION COMMITTEE (A.K.A. PERSONNEL COMMITTEE), FORM 990 OF OTHER ORGANIZATIONS, COMPENSATION SURVEY OR STUDY, WRITTEN EMPLOYMENT CONTRACT, AND APPROVAL BY THE INDEPENDENT GOVERNING BOARD. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE, CONSISTING OF THE OFFICERS OF THE CORPORATION AND THE PAST CHAIRMAN OR PRESIDENT, ARE AUTHORIZED TO REPRESENT THE BOARD OF DIRECTORS IN NEGOTIATIONS WITH ANY AND ALL AGENTS REPRESENTING INTERESTED OR RELATED PARTIES. HOWEVER, THE COMMITTEE MAY NOT ENCUMBER OR OBLIGATE THE CORPORATION WITHOUT SPECIFIC CONFIRMATION FROM THE BOARD OF DIRECTORS. THE PRESIDENT/CEO IS A VOTING MEMBER OF THE BOARD BUT IS AN EX OFFICIO MEMBER TO THE CHRISTIAN CARE COMMITTEES WITH NO VOTING PRIVILEGES ON THE COMMITTEES. FORM 990, PART VI, SECTION A, LINE 3 THE PRESIDENT/CEO, CFO, AND EXECUTIVE DIRECTOR ARE COMPENSATED BY CHRISTIAN CARE MANAGEMENT, INC. FOR PROVIDING OVERSIGHT OF THE DAILY MANAGEMENT OF THE ORGANIZATION. THE CORPORATION AND MANAGEMENT ENTERED INTO A MANAGEMENT AGREEMENT ON A MONTH-TO-MONTH BASIS UNDER WHICH THE CORPORATION IS TO PAY MANAGEMENT AND BOOKKEEPING FEES IN AN AMOUNT SPECIFIED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERSHIP OF THE CORPORATION IS COMPOSED OF AND LIMITED TO THE INDEPENDENT CHRISTIAN CHURCHES OF ARIZONA. FORM 990, PART VI, SECTION A, LINE 7B THE BOARD OF DIRECTORS MAY NOT, OVER THE OBJECTION OF THE MEMBERS AS EXPRESSED IN WRITING AND SIGNED, WHICH OBJECTION MUST BE RECEIVED WITHIN THIRTY (30) DAYS OF THE MAILING OF THE NOTICE OF SUCH SALE OR DISPOSAL, SELL OR OTHERWISE DISPOSE OF THE CORPORATION'S REAL PROPERTY OF A VALUE IN EXCESS OF $200,000 EXCEPT IN THE ORDINARY COURSE OF BUSINESS AND ON SUCH TERMS AND CONDITIONS AS ARE CONSISTENT WITH THE BEST INTERESTS AND PURPOSES OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B THE PRESIDENT/CEO AND CFO WILL REVIEW COMPLETED FORM 990 AND PROVIDE A FINAL DRAFT TO THE GOVERNING BOARD ALLOWING FOR A COMMENT PERIOD BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL MEMBERS OF THE BOARD OF DIRECTORS, OFFICERS, KEY EMPLOYEES, HIGHEST COMPENSATED EMPLOYEES, AND ANY OTHER PERSON WITH SUBSTANTIAL INFLUENCE ARE REQUIRED TO FILL OUT A CONFLICT OF INTEREST DISCLOSURE STATEMENT ANNUALLY. PART OF THIS STATEMENT REQUIRES THEM TO SIGN AND CONFIRM THAT THEY HAVE READ AND UNDERSTOOD THE COMPANY'S CONFLICT OF INTEREST POLICY. THEY ALSO AGREE TO NOTIFY THE CHAIR OF THE BOARD OR PRESIDENT/CEO IMMEDIATELY IF THEY BECOME AWARE OF ANY POTENTIAL CONFLICTS. IF AN INDIVIDUAL HAS A CONFLICT, THEY ARE REQUIRED TO LEAVE THE ROOM PRIOR TO PRESENTATION OF THE PROPOSED RESOLUTION(S) AND RECUSE THEMSELVES FROM DISCUSSION OF THE ISSUE AND THE VOTING PROCESS. FORM 990, PART VI, SECTION B, LINE 15 THE PRESIDENT/CEO IS NOT COMPENSATED BY CHRISTIAN CARE MESA III. THE PRESIDENT/CEO IS COMPENSATED BY CHRISTIAN CARE MANAGEMENT, INC. FOR THE SERVICES PROVIDED TO ALL CHRISTIAN CARE COMPANIES. THE PRESIDENT/CEO'S COMPENSATION IS DETERMINED BY LOOKING AT COMPARABILITY DATA THROUGH REVIEW OF FORM 990 OF OTHER ORGANIZATIONS AND COMPENSATION SURVEYS AND STUDIES. THE PRESIDENT/CEO'S COMPENSATION IS REVIEWED BY THE PERSONNEL COMMITTEE AND RATIFIED BY THE INDEPENDENT GOVERNING BOARD. THE PRESIDENT/CEO'S COMPENSATION ARRANGEMENT IS DOCUMENTED IN WRITTEN EMPLOYMENT CONTRACTS. THIS DOCUMENTATION IS PREPARED EACH YEAR AT THE REQUEST OF THE PERSONNEL COMMITTEE. THE CFO AND EXECUTIVE DIRECTOR ARE NOT COMPENSATED BY CHRISTIAN CARE MESA III. THE CFO AND EXECUTIVE DIRECTOR ARE COMPENSATED BY CHRISTIAN CARE MANAGEMENT, INC. FOR THEIR SERVICES PROVIDED TO MULTIPLE CHRISTIAN CARE RELATED ENTITIES. THEIR COMPENSATION IS DETERMINED BY LOOKING AT COMPARABILITY DATA THROUGH REVIEW OF COMPENSATION SURVEYS AND STUDIES. THEY DO NOT HAVE WRITTEN EMPLOYMENT CONTRACTS. THEIR COMPENSATION IS ALSO REVIEWED ANNUALLY AT THE BEGINNING OF EACH YEAR. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. CHRISTIAN CARE MANAGEMENT INC 2400 W DUNLAP AVE SUITE 250 PHOENIX AZ 85021 942756711 MANAGEMENT SERVICES AND SUPPORT FOR CHRISTIAN CARE COMPANIES AZ 501(C)(3) LINE 12B, II N/A 0 CHRISTIAN CARE HOLDING COMPANY INC 2400 W DUNLAP AVE SUITE 250 PHOENIX AZ 85021 860892946 ENHANCING LIQUIDITY FOR CHRISTIAN CARE COMPANIES AZ 501(C)(3) LINE 12B, II N/A 0 CHRISTIAN CARE ASSISTED LIVING (PHOENIX) INC 2400 W DUNLAP AVE SUITE 250 PHOENIX AZ 85021 860828877 MIDDLE MARKET ASSISTED LIVING FOR SENIORS AZ 501(C)(3) LINE 10 N/A 0 CHRISTIAN CARE RETIREMENT APARTMENTS INC 2400 W DUNLAP AVE SUITE 250 PHOENIX AZ 85021 742455683 MIDDLE MARKET RESIDENTIAL LIVING FOR SENIORS AZ 501(C)(3) LINE 10 N/A 0 CHRISTIAN CARE MESA INC 2400 W DUNLAP AVE SUITE 250 PHOENIX AZ 85021 860828879 MIDDLE MARKET RESIDENTIAL & ASSISTED LIVING FOR SENIORS AZ 501(C)(3) LINE 10 N/A 0 CHRISTIAN CARE TUCSON INC 2400 W DUNLAP AVE SUITE 250 PHOENIX AZ 85021 860962052 MIDDLE MARKET RESIDENTIAL AND ASSISTED LIVING FOR SENIORS AZ 501(C)(3) LINE 10 N/A 0 CHRISTIAN CARE NURSING CENTER INC 2400 W DUNLAP AVE SUITE 250 PHOENIX AZ 85021 860318085 AFFORDABLE LONG-TERM CARE AND SKILLED NURSING AZ 501(C)(3) LINE 10 N/A 0 CHRISTIAN CARE MESA II INC 2400 W DUNLAP AVE SUITE 250 PHOENIX AZ 85021 900067112 MIDDLE MARKET RESIDENTIAL LIVING FOR SENIORS AZ 501(C)(3) LINE 10 N/A 0 CHRISTIAN CARE MANOR II INC 2400 W DUNLAP AVE SUITE 250 PHOENIX AZ 85021 860433280 SUBSIDIZED HOUSING WITH ASSISTED LIVING FOR VERY-LOW INCOME SENIORS AZ 501(C)(3) LINE 10 N/A 0 CHRISTIAN HOUSING MESA INC 2400 W DUNLAP AVE SUITE 250 PHOENIX AZ 85021 953471692 SUBSIDIZED HOUSING WITH ASSISTED LIVING FOR VERY-LOW INCOME SENIORS AZ 501(C)(3) LINE 10 N/A 0 CHRISTIAN CARE MANOR III INC 2400 W DUNLAP AVE SUITE 250 PHOENIX AZ 85021 742437015 SUBSIDIZED HOUSING FOR VERY-LOW INCOME SENIORS AZ 501(C)(3) LINE 10 N/A 0 CHRISTIAN HOUSING-COTTONWOOD INC 2400 W DUNLAP AVE SUITE 250 PHOENIX AZ 85021 860775063 SUBSIDIZED HOUSING WITH ASSISTED LIVING FOR VERY-LOW INCOME SENIORS AZ 501(C)(3) LINE 10 N/A 0 CHRISTIAN CARE CALIFORNIA 2400 W DUNLAP AVE SUITE 250 PHOENIX AZ 85021 330264173 AFFORDABLE SENIOR HOUSING AND HEALTHCARE CA 501(C)(3) PF CHRISTIAN CARE HOLDING COMPANY INC 0 CHRISTIAN CARE MANAGEMENT II INC 2400 W DUNLAP AVE SUITE 250 PHOENIX AZ 85021 264242355 ASSISTED LIVING SERVICES FOR VERY-LOW TO MIDDLE INCOME SENIORS AZ 501(C)(3) LINE 12B, II N/A 0 CHRISTIAN CARE SURPRISE INC 2400 W DUNLAP AVE SUITE 250 PHOENIX AZ 85021 270919033 MIDDLE MARKET RESIDENTIAL & ASSISTED LIVING FOR SENIORS AZ 501(C)(3) LINE 10 N/A 0 COVENANT HOME HEALTH LLC 2400 W DUNLAP AVE SUITE 250 PHOENIX AZ 85021 834353828 PROVIDING HOME HEALTH SERVICES AZ N/A 0 0 CHRISTIAN CARE MANAGEMENT IV INC 2400 W DUNLAP AVE SUITE 250 PHOENIX AZ 85021 471154405 CHARITABLE HEALTH AND/OR EDUCATIONAL ORGANIZATION AZ N/A C 0 HOME HEALTH CARE INC DBA COVENANT HOME HEALTH 2400 W DUNLAP AVE SUITE 250 PHOENIX AZ 85021 841387500 PROVIDING HOME HEALTH SERVICES AZ N/A C 0 CFS PROTECTED CELL OF MEDTRANS 2400 W DUNLAP AVE SUITE 250 PHOENIX AZ 85021 881491766 PROVIDING EMPLOYER HEALTH INSURANCE SERVICES NV N/A C 0 0 0 0 1 1 0 0 0 0 1 0 0 0 1 0 1 1 0 1 SCHEDULE R, PART II CHRISTIAN CARE MANAGEMENT II, INC IS IN ITS 60-MONTH PERIOD TO TERMINATE ITS PRIVATE FOUNDATION STATUS AS IT QUALIFIES AS A PUBLIC CHARITY DESCRIBED IN IRC SECTION 509(A)(3), TYPE II. WHILE CHRISTIAN CARE MANAGEMENT II CONTINUES TO FILE A 990-PF RETURN, AS REQUIRED, IT CONTINUES TO MEET THE REQUIREMENTS AS A TYPE II SUPPORTING ORGANIZATION, SO IT IS REPORTED AS SUCH ON PART II.