2024-02-15T18:02:08-06:00 2022-12-31 410746749 CLIFTONLARSONALLEN LLP 420 SOUTH ORANGE AVENUE SUITE 900 ORLANDO FL 32801 990 2022-01-01 862680259 CONVIVIAL LIFE INC CONV 9412603928 3799 CADBURY CIRCLE 208 VENICE FL 34293 BRUCE R GRINDROD JR BOARD CHAIR & CEO 9412603928 2024-02-13 1 BRUCE GRINDROD JR 999009999 0 TINA HENTON P00630282 4078021200 2024-02-13 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X BRUCE R GRINDROD JR 3799 CADBURY CIRCLE 208 VENICE FL 34293 13832666 0 X CONVIVIALLIFE.ORG X 2021 FL CONVIVIAL LIFE IS A MISSION-DRIVEN ORGANIZATION ESTABLISHED TO OFFER VIBRANT SENIOR LIVING COMMUNITIES THAT PROMOTE AN ACTIVE LIFESTYLE AND OPPORTUNITIES TO ENJOY LIFE AT ITS FULLEST. WE CHERISH BUILDING LONG-LASTING RELATIONSHIPS WITH OUR VALUED RESIDENTS, ASSOCIATES, THEIR FAMILIES, AND NEIGHBORS AS WE SEEK TO MAKE A POSITIVE IMPACT IN OUR LOCAL COMMUNITIES AND AROUND THE GLOBE. 6 6 0 83 0 0 0 86313 0 13692198 212 54155 0 0 212 13832666 1500 3500 0 0 12839 1651278 0 0 0 192797 23356060 207136 25010838 -206924 -11178172 586760 161136141 793684 169209172 -206924 -8073031 X CONVIVIAL LIFE IS A MISSION-DRIVEN ORGANIZATION ESTABLISHED TO OFFER VIBRANT SENIOR LIVING COMMUNITIES THAT PROMOTE AN ACTIVE LIFESTYLE AND OPPORTUNITIES TO ENJOY LIFE AT ITS FULLEST. WE CHERISH BUILDING LONG-LASTING RELATIONSHIPS WITH OUR VALUED RESIDENTS, ASSOCIATES, THEIR FAMILIES, AND NEIGHBORS AS WE SEEK TO MAKE A POSITIVE IMPACT IN OUR LOCAL COMMUNITIES AND AROUND THE GLOBE. 0 0 20870693 3500 13692198 CONVIVIAL LIFE IS AN ORGANIZATION THAT OWNS AND OPERATES CONTINUING CARE FACILITIES THROUGH LIFE PLAN COMMUNITIES AND/OR SENIOR HOUSING COMMUNITIES FOR THE ELDERLY. THE FACILITIES AND COMMUNITIES GENERALLY LIMIT RESIDENT ADMISSION TO THOSE 62 AND OLDER. CONVIVIAL LIFE OPERATES TWO FACILITIES ACQUIRED DURING 2022: THE CABANA AT JENSEN DUNES, WHICH HAS 126 ASSISTED LIVING AND MEMORY CARE UNITS. 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THE ORGANIZATION APPLIES THE INCOME TAX STANDARD FOR UNCERTAIN TAX POSITIONS. THIS STANDARD CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ORGANIZATION'S FINANCIAL STATEMENTS IN ACCORDANCE WITH THE INCOME TAX STANDARD. THIS STANDARD PRESCRIBES RECOGNITION AND MEASUREMENT OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. THE ORGANIZATION'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL, STATE, AND LOCAL AUTHORITIES. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS AND IT IS NOT AWARE OF ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME OR EXCISE OR OTHER TAX EXCEPT FOR THOSE THAT ARE ALREADY REPORTED ANNUALLY. A FLORIDA DEVELOPMENT FINANCE CORPORATION 593270584 34061WXB1 2022-01-20 33461094 ACQUISITION, INSTALLATION, AND EQUIPPING OF FACILITIES 0 0 0 B FLORIDA DEVELOPMENT FINANCE CORPORATION 593270584 34061WCA0 2022-06-22 15650000 ACQUISITION, INSTALLATION, AND EQUIPPING OF FACILITIES 0 0 0 A 33461094 2197250 669222 30594622 2022 0 0 1 1 B 15650000 704250 312500 14633250 2022 0 0 1 1 A 1 0 0 0 0 0 1 B 1 0 0 0 0 0 1 A 0 1 0 0 0 0 0 0 0 B 0 1 0 0 0 0 0 0 0 A 1 B 1 FORM 990, PART VI, SECTION A, LINE 3 THIS COMMITTEE SHALL BE MADE UP OF THE ELECTED OFFICERS OF THE CORPORATION. IT SHALL FUNCTION AS THE GOVERNING BODY BETWEEN BOARD DATES AND SHALL PRESENT ALL PROGRAMMATIC AND POLICY INTERIM ACTIONS TO THE BOARD AT ITS NEXT MEETING. FORM 990, PART VI, SECTION B, LINE 11B THE PROCEDURE IS TO PROVIDE A DRAFT OF THE 990 BY EMAIL FOR REVIEW AND COMMENT PRIOR TO FILING THE FORM. WE WILL ALSO CONDUCT AN IN-PERSON OR REMOTE MEETING TO PROVIDE EXPLANATIONS OF THE INFORMATION ON THE FORM PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THIS POLICY IS DESIGNED TO HELP TRUSTEES, OFFICERS, EMPLOYEES, AND OTHER RELATED PARTIES IDENTIFY SITUATIONS THAT PRESENT POTENTIAL CONFLICTS OF INTEREST AND TO PROVIDE A PROCEDURE THAT, IF OBSERVED, ALLOWS A TRANSACTION TO BE TREATED AS VALID AND BINDING EVEN THOUGH A TRUSTEE, OFFICER, OR EMPLOYEE HAS OR MAY HAVE A CONFLICT OF INTEREST WITH RESPECT TO THE TRANSACTION. IF THERE IS ANY INCONSISTENCY BETWEEN THE REQUIREMENTS AND PROCEDURES PRESCRIBED HEREIN AND FEDERAL OR STATE LAW, THE LAW SHALL CONTROL. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION'S FINANCIALS WILL BE AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC ONLINE AS WELL AS UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN FAIR VALUE OF DERIVATIVE INSTRUMENTS 2,098,366. 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