2026-04-13T19:25:11-04:00 2025-05-31 200079326 DZA PLLC 12015 E MAIN AVE SPOKANE VALLEY WA 99206 990 2024-06-01 264423348 APPLEWAY COURT 202 APPL 5095366650 2903 E 25TH AVE STE OFC SPOKANE WA 99223 CHARLES WELLS CFO 5095366650 2026-04-13 true true RIKKI PATCH P01472231 5092420874 2026-04-13 2024 2025-03-06 01:10:19Z JAMES MAXWELL 2903 E 25TH AVE STE OFC SPOKANE WA 99223 278931 false X X 2009 WA TO PROVIDE VERY LOW INCOME ELDERLY PERSONS AND HANDICAPPED PERSONS WITH HOUSING FACILITIES AND SERVICES SPECIALLY DESIGNED TO MEET THEIR PHYSICAL AND SOCIAL NEEDS, AND TO PROMOTE THEIR HEALTH, SECURITY, HAPPINESS, AND USEFULNESS IN LONGER LIVING, THE CHARGES FOR SUCH FACILITIES AND SERVICES TO BE PREDICATED UPON THE PROVISION, MAINTENANCE, AND OPERATION THEREOF ON A NONPROFIT BASIS. 5 5 0 5 0 106288 106502 157190 162446 5584 4476 1606 5507 270668 278931 0 0 0 0 0 492553 557507 492553 557507 -221885 -278576 3207799 2920416 33128 24321 3174671 2896095 X TO PROVIDE VERY LOW INCOME ELDERLY PERSONS AND HANDICAPPED PERSONS WITH HOUSING FACILITIES AND SERVICES SPECIALLY DESIGNED TO MEET THEIR PHYSICAL AND SOCIAL NEEDS, AND TO PROMOTE THEIR HEALTH, SECURITY, HAPPINESS, AND USEFULNESS IN LONGER LIVING, THE CHARGES FOR SUCH FACILITIES AND SERVICES TO BE PREDICATED UPON THE PROVISION, MAINTENANCE, AND OPERATION THEREOF ON A NONPROFIT BASIS. false false 492144 162446 APPLEWAY COURT 202 (APPLEWAY) IS A 38-UNIT AFFORDABLE HOUSING FACILITY THAT PROVIDES VERY LOW INCOME ELDERLY PERSONS AND HANDICAPPED PERSONS WITH HOUSING FACILITIES AND SERVICES SPECIALLY DESIGNED TO MEET THEIR PHYSICAL AND SOCIAL NEEDS, AND TO PROMOTE THEIR HEALTH, SECURITY, HAPPINESS, AND USEFULNESS IN LONGER LIVING. APPLEWAY PROVIDED HOUSING TO OVER 38 RESIDENTS DURING THE YEAR. 492144 true true false false false false false false false false true false false false true true true true false false false false false false false false false false false true false false false false false false false false false false false false false true false false false true 0 0 0 false false false false false false false false false false false false X 5 5 true true false false false false false true true false false true true true true false false false false false WA X CHARLES WELLS 5095366650 2903 E 25TH AVE STE OFC SPOKANE WA 99223 JAMES MAXWELL CEO 1.00 49.00 X 0 418760 38835 CHARLES WELLS CFO 2.00 53.00 X 0 204372 17912 JONELL BLOCK PRESIDENT 1.00 1.00 X X 0 0 0 CHRIS BAFUS VICE PRESIDE 1.00 1.00 X X 0 0 0 BETH BORNHOFT SECRETARY/TR 1.00 1.00 X X 0 0 0 SHEILA MIRANDA BOARD MEMBER 1.00 1.00 X 0 0 0 CAMILLA MOUNTS BOARD MEMBER 1.00 X 0 0 0 623132 56747 false true false 106502 106502 NET RENTAL INCOME 623000 162446 162446 162446 4476 4476 LAUNDRY & VENDING 900099 5507 5507 5507 278931 162446 9983 65469 38830 26639 25162 25162 7310 7310 80 80 81656 79262 2394 5453 5453 107274 105274 2000 142 142 254878 254878 SNOW REMOVAL 6590 6590 3493 3493 557507 492144 65363 0 13989 12767 313365 306330 1939 1238 30230 6683 6171730 3578332 2848276 2593398 3207799 2920416 20746 11334 12382 12987 33128 24321 X 3174671 2896095 3174671 2896095 3207799 2920416 -278576 X false true X true false X 118384 112163 115280 106288 106502 558617 118384 112163 115280 106288 106502 558617 558617 278 294 566 5584 4476 11198 1171 1669 786 1606 5507 10739 580554 754495 0.96220 0.97610 X PART II, LINE 10 LAUNDRY & VENDING 10,573 OTHER INCOME 166 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 403424 403424 5703312 3521202 2182110 64994 57130 7864 2593398 TENANT SECURITY DEPOSIT LIABILITY 12987 12987 X 278931 278931 278931 557507 557507 557507 SCHEDULE D, PAGE 3, PART X THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C) (3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, NO PROVISION FOR INCOME TAX IS NECESSARY. THE ORGANIZATION EVALUATES UNCERTAIN TAX POSITIONS WHEREBY THE EFFECT OF THE UNCERTAINTY WOULD BE RECORDED IF THE OUTCOME WAS CONSIDERED PROBABLE AND REASONABLY ESTIMABLE. AS OF MAY 31, 2025 AND 2024, THE ORGANIZATION HAD NO UNCERTAIN TAX POSITIONS REQUIRING ACCRUAL. false false false false false false false false false JAMES MAXWELL CEO 353760 65000 27345 11490 457595 CHARLES WELLS CFO 185372 19000 17912 222284 SCHEDULE J, PAGE 1, PART I, LINE 3 THE ORGANIZATION'S RELATED ORGANIZATION, SPOKANE UNITED METHODIST HOMES (SUMH), COMPENSATED THE ORGANIZATION'S CEO & CFO FOR SERVICES PROVIDED TO BOTH ORGANIZATIONS. THE SUMH BOARD OF TRUSTEES USES DATA FROM THE COMPILATION OF 990S OF OTHER ENTITIES IN THE SAME AND SIMILAR INDUSTRIES TO DETERMINE THE CEO'S COMPENSATION. THE SUMH BOARD'S EXECUTIVE COMMITTEE IS IN CHARGE OF THIS PROCESS AND MAKES THE FINAL DECISION ON THE CEO'S COMPENSATION. THE SUMH BOARD AS A WHOLE THEN REVIEWS THIS DECISION. FORM 990 - ORGANIZATION'S MISSION TO PROVIDE VERY LOW INCOME ELDERLY PERSONS AND HANDICAPPED PERSONS WITH HOUSING FACILITIES AND SERVICES SPECIALLY DESIGNED TO MEET THEIR PHYSICAL AND SOCIAL NEEDS, AND TO PROMOTE THEIR HEALTH, SECURITY, HAPPINESS, AND USEFULNESS IN LONGER LIVING, THE CHARGES FOR SUCH FACILITIES AND SERVICES TO BE PREDICATED UPON THE PROVISION, MAINTENANCE, AND OPERATION THEREOF ON A NONPROFIT BASIS. FORM 990, PAGE 6, PART VI, LINE 2 JAMES MAXWELL SPOKANE UNITED METHODIST HOMES OFFICER BUSINESS RELATIONSHIP CHARLES WELLS SPOKANE UNITED METHODIST HOMES OFFICER BUSINESS RELATIONSHIP FORM 990, PAGE 6, PART VI, LINE 3 APPLEWAY UTILIZES A PROPERTY MANAGEMENT COMPANY (KIEMLE & HAGOOD) TO MANAGE THE APPLEWAY COURT 202 COMPLEX. APPLEWAY UTILIZES TWO EMPLOYEES OF SPOKANE UNITED METHODIST HOMES (PARENT COMPANY) AS ITS CHIEF EXECUTIVE OFFICER AND CHIEF FINANCIAL OFFICER. THESE INDIVIDUALS SPEND AN AVERAGE OF 1-2 HOURS PER WEEK ON APPLEWAY DUTIES. FORM 990, PAGE 6, PART VI, LINE 11B A COPY OF THE FORM 990 IS PROVIDED TO THE CHIEF FINANCIAL OFFICER, WHO REVIEWS THE FORM, SCHEDULES, AND RELATED ATTACHMENTS. ANY COMMENTS OR QUESTIONS ARE ADDRESSED WITH THE PREPARER, AND A REVISED DRAFT IS PROVIDED TO THE ENTIRE BOARD FOR REVIEW. FINAL APPROVAL IS GIVEN TO THE PREPARER BEFORE FINALIZING. ONCE THE BOARD AND MANAGEMENT ARE SATISFIED WITH THE FORM 990, THE CFO SIGNS THE FORM 8879-TE AUTHORIZING THE PREPARER TO E-FILE THE RETURN. FORM 990, PAGE 6, PART VI, LINE 12C CONFLICTS OF INTERESTS ARE DISCLOSED ANNUALLY AND AS ANY CHANGES ARE MADE IN THE STATUS OF BOARD MEMBERS. ANY CHANGES ARE MONITORED AS CHANGES ARE MADE. FORM 990, PAGE 6, PART VI, LINE 19 APPLEWAY COURT 202 MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. SPOKANE UNITED METHODIST HOMES 2903 E 25TH AVENUE SUITE OFC SPOKANE WA 99223 910715658 HOUSING WA 501C3 10 N/A false ROCKWOOD RESIDENTS' FOUNDATION 2903 E 25TH AVENUE SUITE OFC SPOKANE WA 99223 911472275 FUNDRAISIN WA 501C3 12A SUMH false APPLEWAY COURT II AFFORDABLE HOUSIN 9706 E APPLEWAY BOULEVARD SPOKANE WA 99206 461362556 HOUSING WA N/A false false APPLEWAY COURT II MANAGEMENT LLC 2903 E 25TH AVENUE SPOKANE WA 99223 461992643 MANAGEMENT WA N/A false false ROCKWOOD SERVICE COMPANY 2903 E 25TH AVENUE SUITE OFC SPOKANE WA 99223 911452829 NURSING WA SUMH SUMH C CORP false false false false false false false false false false false false false true false true false false false false