2026-07-29T16:49:22-05:00 2025-12-31 760269860 Blazek & Vetterling 2900 Weslayan Suite 200 Houston TX 77027 990 2025-01-01 741468123 Clarewood House Inc CLAR 7137745821 7400 Clarewood Drive Houston TX 77036 Patrick Pheifer Executive Director 7137745821 2026-07-29 1 Barbara Murphy P01386215 7134395739 2026-07-29 2025 2025-03-06 01:10:19Z Patrick Pheifer 7400 Clarewood Drive Houston TX 77036 23710783 0 X www.clarewoodhouse.com X 1962 TX Clarewood House, Inc. provides a residential retirement community for the elderly. 8 8 159 8 0 0 830278 784855 9935475 8999138 1951009 4241525 0 0 12716762 14025518 817755 796632 0 0 6627424 6958585 0 0 0 4207151 4001993 11652330 11757210 1064432 2268308 39898979 40604037 1679090 1615463 38219889 38988574 To provide specially designed facilities and services to elderly persons, including Independent Living apartments, Assisted Living, and long and short-term skilled nursing care. 0 0 10310494 796632 8999138 Clarewood House Inc. is a faith-based residential retirement community that provides independent living apartments, assisted living, and skilled nursing care for the elderly. 10310494 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 3 0 1 159 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 1 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X Patrick Pheifer 7137745821 7400 Clarewood Dr Houston TX 77036 Jim Harrison President 2.00 1.00 X X 0 0 0 Pat Maddox Immediate Past President 3.00 0.00 X X 0 0 0 Molly Abshire Vice President 1.00 0.00 X X 0 0 0 Ellen Edwards Secretary/Treasurer 2.00 0.00 X X 0 0 0 Caroline Freeman Director 1.00 0.00 X 0 0 0 Greg Krause Director 5.00 0.00 X 0 0 0 Gary Maddox Director 1.00 1.00 X 0 0 0 Richard Spaw Director 1.00 1.00 X 0 0 0 Patrick Pheifer Executive Director 40.00 1.00 X 352998 0 32296 Richard Gravette Chief Financial Officer 40.00 0.00 X 158429 0 9750 Nisha Patel Administrator Health Sevices 40.00 0.00 X 163642 0 22596 Robert Rogers Director Building Sevices 40.00 0.00 X 139676 0 20828 Mavis Brewster Director of Assisted Livin 40.00 0.00 X 126089 0 8390 940834 0 93860 5 0 1 0 J Claire Design 11711 Flintwood Dr Houston TX 77024 Building interior design 848332 Western Specialty Contractors of America 8813 Fairbanks N Houston Houston TX 77034 Building Renovation 792567 DS Contract Inc 565 Mason Rd Katy TX 77450 Building Renovation 786588 CLCM Inc 8306 Partlow Houston TX 77040 Building Renovation 599696 Aegis Therapies Inc PO Box 936653 Atlanta GA 31193 Therapy services 516661 8 774684 10171 784855 Residential rental fees 623000 4210218 4210218 Skilled nursing fees 623000 3796725 3796725 Personal care services 623000 959379 959379 Other fees 623000 32816 32816 8999138 1438101 1438101 12488689 9685265 2803424 2803424 2803424 14025518 8999138 0 4241525 796632 796632 739711 378885 360826 5078355 4477962 600393 196864 178099 18765 519879 437514 82365 423776 354884 68892 41756 41756 54360 54360 100895 100895 137722 137256 466 67301 2717 64584 36767 28370 8397 1408955 1395329 13626 14189 14189 944087 934646 9441 132042 110092 21950 Medical expenses 633742 633742 Food expenses 332800 332800 Licenses and membership 50613 50613 Chapel supplies 46764 46764 11757210 10310494 1446716 0 220831 308148 2632362 1862450 351424 632286 89513 55527 38352746 23234232 11380454 15118514 24566405 21893008 288384 303690 369606 430414 39898979 40604037 1256368 1215539 422722 399924 1679090 1615463 X 38219889 38988574 38219889 38988574 39898979 40604037 2268308 -1499623 0 X 0 1 X 1 0 X 1418457 152991 254411 12523 10171 1848553 9570889 9597950 9351940 9935475 8999138 47455392 10989346 9750941 9606351 9947998 9009309 49303945 3345 6200 9545 0 3345 6200 9545 49294400 1132023 1189874 1252303 2149892 2212785 7936877 1132023 1189874 1252303 2149892 2212785 7936877 12121369 10940815 10858654 12097890 11222094 57240822 0.86120 0.88750 0.13870 0.11230 X Part III, Line 10a Clarewood House, Inc. received $774,684 from its supporting organization, The Clarewood House Charitable Trust, during the current tax year. Due to the attribution rule of Reg. 1.509(a)-5(a)(3), $774,684 is reflected as investment income on line 10a of Schedule A. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9017330 1013887 10031217 8219387 797943 9017330 6993200 1226187 8219387 8575694 -1582494 6993200 7331324 1244370 8575694 0.82220 0.04893 0.12887 0 1 1 741399 741399 27021681 20031083 6990598 260363 260363 0 3803270 2942786 860484 6526033 6526033 15118514 Resident deposits 399924 399924 Part V, Line 4: Endowment funds held by The Clarewood House Charitable Trust are dedicated to overall support of Clarewood House. 1 Direct rental assistance for independent living 2 13308 Direct rental assistance for assisted living 1 8640 Rent subsidies 174 774684 Part I, Line 2: Rental subsidies apply to all residents' rental rates. To apply for direct rental assistance, the resident must have lived in Clarewood House for at least 1 year. The resident completes an application form asking for income information and monthly expenses. Proof of expenses and income is required through bank statements, invoices, and income tax returns. The form also asks about total assets owned. (House, stocks, etc.) The committee determines whether monthly expenses exceed income. It will also review owned assets, whether there is a living spouse, and whether there are sufficient funds for a funeral, among other criteria. The intent is to subsidize monthly rent so residents do not have to leave Clarewood for a lower-cost facility. X X X 0 0 0 0 0 0 0 0 0 Patrick Pheifer Executive Director 304257 0 48741 0 0 0 19996 0 12300 0 385294 0 0 0 Nisha Patel Administrator Health Sevices 135213 0 28429 0 0 0 10296 0 12300 0 186238 0 0 0 Richard Gravette Chief Financial Officer 130000 0 28429 0 0 0 9750 0 0 0 168179 0 0 0 Robert Rogers Director Building Sevices 104139 0 35537 0 0 0 8016 0 12812 0 160504 0 0 0 Part II, Executive Director The Executive Committee determines the bonuses for the Executive Director, Administrator of Health Services, Chief Financial Officer, and the Director of Building Services. Form 990, Part VI, Section A, line 1a The Executive Committee comprises the President, Vice President, Secretary, and the Board of Directors Treasurer. It maintains and enforces the conflict of interest policy to prevent the personal interests of board members, officers, and staff of Clarewood House, Inc. from interfering with the performance of their duties. It also makes decisions related to budgeted items and compensation packages. Form 990, Part VI, Section A, line 2 Gary Maddox and Patricia Maddox have a family relationship. Form 990, Part VI, Section A, line 4 The bylaws were updated in 2025 to grant the Board President additional authority to sign contracts, adjust Board member qualification requirements, and update committees. Form 990, Part VI, Section B, line 11b The Chief Financial Officer and Executive Director review the draft of Form 990 and accompanying schedules. A copy of the Form is available to the board before filing with the IRS. Form 990, Part VI, Section B, line 12c All board members and officers of Clarewood House Inc. must disclose potential conflicts by completing an annual conflict of interest questionnaire. Clarewood's conflict of interest policy guides how conflicts are enforced and addressed. The governing board will exercise due diligence, which includes understanding the nature of the conflict and evaluating alternatives to any potential or actual conflict. If the governing board decides to consider a transaction involving a conflict, the conflicting member is excluded from both final deliberations and voting. Such actions, if they occur, are documented by the governing board. Clarewood's conflict of interest policy also addresses procedures for addressing any members' failure to disclose actual or possible conflicts of interest. Form 990, Part VI, Section B, line 15 Line 15a. Compensation packages are subject to the Executive Committee's review and approval to maintain reasonable compensation standards in line with market conditions. The Executive Committee determines the Executive Director's salary based on salary surveys. Line 15b. The compensation of other officers is evaluated and recommended by the Executive Director. Key factors considered are 1) board-approved budget trends, 2) market salaries, and 3) performance. The Executive Director and the Executive Committee of the Board approve all annual bonuses for officers. Form 990, Part VI, Section C, line 19 All documents open for public inspection as required by law, including Form 990 and related schedules, are available during regular business hours upon written request to the Executive Director. The Clarewood House Charitable Trust 7400 Clarewood Dr Houston TX 77036 766088628 Support organization TX 501(c)(3) Line 12a, I Clarewood House Inc 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 The Clarewood House Charitable Trust C 774684 Cash