2026-09-18T12:57:30-05:00 2025-11-30 470625816 LUTZ AND COMPANY PC 13616 CALIFORNIA ST STE 300 OMAHA NE 681545336 990 2024-12-01 421446922 REGENCY RETIREMENT RESIDENCE OF CLINTON C/O PARK VISTA SENIOR HOUSING MANAGEMENT REGE 5635036001 132 6TH AVENUE SOUTH CLINTON IA 52732 BEV SOENKSEN PRESIDENT 5635036001 2026-09-18 1 0 DANIEL SWEENEY JD LLM P02009973 4024968800 2026-09-16 2024 132 6TH AVENUE SOUTH CLINTON IA 52732 701936 0 X WWW.REGENCYOFCLINTON.COM X 1995 IA TO PROVIDE HOUSING AND OTHER FACILITIES FOR THE ELDERLY. 5 2 0 10 0 0 3500 0 589647 685685 11057 8689 18699 7562 622903 701936 0 0 0 0 104199 95172 0 0 0 445532 449170 549731 544342 73172 157594 1971361 1967336 1090621 929002 880740 1038334 TO PROVIDE HOUSING AND OTHER FACILITIES FOR THE ELDERLY. 0 0 495958 685685 TO PROVIDE HOUSING AND OTHER FACILITIES FOR THE ELDERLY. 495958 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 1 0 0 0 1 9 0 1 0 0 0 0 0 0 0 0 0 0 0 X 5 2 0 1 0 0 1 1 1 1 0 1 0 1 0 0 0 0 0 0 X PARK VISTA SENIOR HOUSING MANAGEMENT LLC 5635036001 132 6TH AVENUE SOUTH CLINTON IA 52732 X CHERYL PEARSON PRESIDENT (THRU 1/22/2026) 1.00 X X 0 0 0 SISTER EILEEN GOLBY SECRETARY 1.00 X X 0 0 0 DEB BERGMANN DIRECTOR 1.00 X 0 0 0 JERRY HOCKMAN TREASURER 1.00 X X 0 0 0 BEV SOENKSEN VICE PRESIDENT (PRES AS OF 1/22/2026) 1.00 X X 0 0 0 APRIL MCFALL EXECUTIVE DIRECTOR 32.00 X 0 0 0 0 0 0 0 0 0 0 GERONTOLOGICAL SERVICES LLC 915 118TH AVENUE SE SUITE 110 BELLEVUE WA 98005 MGMT/LEASED EMP 138964 1 ELDERLY HOUSING INCOME 531110 685685 685685 685685 8689 8689 MISCELLANEOUS INCOME 900099 7562 7562 7562 701936 685685 0 16251 89034 89034 1065 1065 5073 5073 30000 30000 18384 18384 33911 33911 47029 47029 13706 13706 111079 111079 78449 78449 OTHER TAXES 51710 51710 REPAIRS AND MAINTENANCE 31570 31570 BAD DEBT EXPENSE 21647 21647 MISCELLANEOUS EXPENSE 10384 10384 1301 1301 544342 495958 48384 0 88142 45958 377049 434237 34842 38837 2401 3889052 2488898 1468927 1400154 48150 1971361 1967336 87460 83878 522150 401300 481011 443824 1090621 929002 X 880740 1038334 880740 1038334 1971361 1967336 157594 0 X X 0 1 X 1 0 X X 1 TRINITY CONTINUING CARE SERVICES DBA THE ALVERNO HEALTH CARE FACILITY 382559656 7 1 0 495958 1 0 495958 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 108562 108562 3462322 2236691 1225631 67334 32339 34995 169776 144991 24785 81058 74877 6181 1400154 DEFERRED RESIDENT ENTRANCE FEES 443824 443824 X 701936 0 701936 0 701936 544342 0 544342 0 544342 PART X, LINE 2: THE ORGANIZATION QUALIFIES AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND DOES NOT PAY TAXES UNLESS THE ORGANIZATION BECOMES SUBJECT TO UNRELATED BUSINESS INCOME TAX (UBIT); THEREFORE, NO INCOME TAX PROVISION OR LIABILITY IS REFLECTED IN THE FINANCIAL STATEMENTS. THE ORGANIZATION FOLLOWS THE PROVISIONS OF FASB CODIFICATION TOPIC 740-10 RELATED TO UNCERTAIN INCOME TAX POSITIONS. AS A RESULT OF THE ORGANIZATION BEING A NON-PROFIT CORPORATION, MANAGEMENT BELIEVES THERE ARE NO UNCERTAIN INCOME TAX POSITIONS TAKEN WHICH WOULD REQUIRE THE ORGANIZATION TO REFLECT A LIABILITY FOR UNRECOGNIZED TAX BENEFITS ON THE ACCOMPANYING STATEMENTS OF FINANCIAL POSITION. THE ORGANIZATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY FEDERAL, STATE, OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE NOVEMBER 30, 2022. A CITY OF CLINTON IOWA 426004399 2012-10-01 1690240 TO AMEND AND RESTATE 0 0 0 A 1690240 1480240 210000 1 0 1 1 A 0 0 0 0 0 0 0 A 0 0 0 0 1 0 0 0 0 A 0 CHERYL PATRICK PEARSON OFFICER/RESIDENT 25066 MONTHLY SERVICE FEES 0 JERRY HOCKMAN OFFICER/RESIDENT 16176 MONTHLY SERVICE FEES 0 BEV RICHARD SOENKSEN OFFICER/RESIDENT 19461 MONTHLY SERVICE FEES 0 JAN FREDERICK MITCHELL FORMER OFFICER/RESIDENT 11607 MONTHLY SERVICE FEES 0 FORM 990, PART VI, SECTION A, LINE 3 GERONTOLOGICAL SERVICES, LLC IS APPROVED BY THE BOARD OF DIRECTORS TO RUN THE DAY TO DAY OPERATIONS OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 6 THE RESIDENT MEMBERS OF THE ORGANIZATION ELECT THE MEMBERS OF THE GOVERNING BODY. ANY OF THE RESIDENT MEMBERS WOULD BE ELIGIBLE FOR ELECTION TO THE GOVERNING BODY, PURSUANT TO A VOTE OF THE ENTIRE RESIDENT MEMBERSHIP. FORM 990, PART VI, SECTION A, LINE 7A THE RESIDENT MEMBERS OF THE ORGANIZATION HOLD THE RIGHT TO ELECT AND/OR APPOINT THE RESIDENT REPRESENTATIVES OF THE ORGANIZATION'S GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7B THE ORGANIZATION'S EXECUTIVE DIRECTOR IS AUTHORIZED TO MAKE DECISIONS CONCERNING STAFF HIRING AND FIRING, ENGAGEMENT OF VENDORS, CREATION OF SOCIAL PROGRAMS FOR THE FACILITY, AND ITEMS OF A SIMILAR NATURE ON BEHALF OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 8B THERE IS NO COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC CHERYL PEARSON - 839 13TH AVE NORTH #101, CLINTON, IA 52732. SISTER EILEEN GOLBY - 841 13TH AVE NORTH, CLINTON, IA 52732. DEB BERGMANN - 849 13TH AVE NORTH, CLINTON, IA 52732. JERRY HOCKMAN - 839 13TH AVE NORTH #126, CLINTON, IA 52732. BEV SOENKSEN - 839 13TH AVE NORTH #103, CLINTON, IA 52732. APRIL MCFALL - 3001 FAYETTE ST, CLINTON, IA 52732. FORM 990, PART XII, LINE 2C: THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. TRINITY CONTINUING CARE SERVICES DBA THE ALVERNO HEALTH CARE FACILITY 849 13TH AVENUE NORTH CLINTON IA 52732 382559656 TO PROVIDE A COMPLETE CONTINUUM OF LONG TERM CARE SERVICES. MI 501(C)(3) LINE 7 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0