2026-04-08T10:58:03-05:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 420 SOUTH ORANGE AVENUE SUITE 900 ORLANDO FL 32801 990 2024-01-01 862680259 CONVIVIAL LIFE INC CONV 9412603928 3799 CADBURY CIRCLE 208 VENICE FL 34293 BRUCE R GRINDROD JR BOARD CHAIR & CEO 9412603928 2026-04-01 1 1 TINA HENTON P00630282 4078021200 2026-04-01 2024 2025-03-06 01:10:19Z BRUCE R GRINDROD JR 3799 CADBURY CIRCLE 208 VENICE FL 34293 26990180 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. 5 5 0 89 0 0 24046 556029 23036064 26156434 161445 277717 0 0 23221555 26990180 6275 0 0 0 2363026 3888532 0 0 0 35813692 41472923 38182993 45361455 -14961438 -18371275 167928176 202347061 185915007 228061890 -17986831 -25714829 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. 1 0 36727970 0 26156434 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. CONVIVIAL JACARANDA TRACE, WHICH HAS 55 ASSISTED LIVING AND MEMORY CARE UNITS AND 248 INDEPENDENT LIVING UNITS. 36727970 1 1 0 0 0 0 0 0 1 0 1 0 0 1 1 1 0 1 0 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 0 1 1 0 0 0 1 3 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 5 5 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X JEFFREY DUNKLE 9412134470 3799 CADBURY CIRCLE 208 VENICE FL 34293 X BRUCE R GRINDROD JR BOARD CHAIR & CEO 1.00 1.00 X X 0 0 0 JUDAH RONCH VICE CHAIR 1.00 1.00 X X 0 0 0 JEFFREY METZGER SECRETARY & TREAS 1.00 1.00 X X 0 0 0 GREG ROBERTS ESQ AT-LARGE TRUSTEE 1.00 1.00 X 0 0 0 DR GRETCHEN RAMEY AT-LARGE TRUSTEE 1.00 1.00 X 0 0 0 0 0 0 0 0 0 0 MILLERS COASTLINE CONSTRUCTION LLC 1050 SHILO RD SARASOTA FL 34240 RENOVATION CONTRACTOR 6972986 LIFESTAR MANAGEMENT JACARANDA TRACE LLC 3799 CADBURY CIRCLE 208 VENICE FL 34293 MANAGEMENT OF SENIOR LIVING OPERATIONS 887393 STATUS SOLUTIONS LLC 999 COUNTY LINE RD STE A WESTERVILLE OH 43082 IT & EMERGENCY RESPONSE SYSTEMS 652903 RLPS LLP 250 VALLEYBROOK DR LANCASTER PA 17601 DESIGN & ARCHITECTURAL SERVICES 118198 4 556029 556029 INDEPENDENT LIVING REV 623990 10284752 10284752 ASSISTED LIVING REVENU 623990 7147908 7147908 MEMORY CARE 623990 4338504 4338504 ENTRANCE FEE AMORTIZAT 623990 2752683 2752683 OTHER REVENUE 623990 820684 820684 811903 811903 26156434 277717 277717 26990180 26156434 0 277717 1973506 487708 1485798 128069 31649 96420 1029322 254374 774948 757635 187232 570403 1072459 1072459 101096 101096 227036 227036 2905514 2905514 3851548 3851548 2184211 2020875 163336 280872 280872 2191925 1876528 315397 41242 41242 6044 6044 10159773 9787250 372523 7570792 7427164 143628 449281 449281 CULINARY AND DINING SER 4985314 4985314 RESIDENT CARE SERVICES 3566470 3566470 CLUB CARE HOME HEALTH E 1031764 1031764 ACTIVITIES & TRANSPORTA 770813 770813 76769 76769 45361455 36727970 8633485 0 6646793 1836358 6642635 7232144 1015602 2836885 37940 80979 703455 438865 165809906 11520415 124802182 154289491 930356 803051 25382267 22271693 1766946 12557595 167928176 202347061 7116168 7596224 39909543 52976910 60450000 89435000 349386 1421228 73655334 71232128 4434576 5400400 185915007 228061890 X -17986831 -25714829 -17986831 -25714829 167928176 202347061 X -18371275 15519 10627758 X 0 1 X 1 0 X 86313 24046 556029 666388 13692198 23036064 26156434 62884696 13778511 23060110 26712463 63551084 0 0 0 63551084 212 54155 161445 277717 493529 212 54155 161445 277717 493529 212 13832666 23221555 26990180 64044613 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 22997391 22997391 123473515 8186488 115287027 1164674 33260 1131414 5367021 2008742 3358279 12807305 1291925 11515380 154289491 DUE FROM AFFLIATES 376465 TOTAL ASSETS LIMITED AS TO USE 12181130 12557595 DEFERRED ACQUISITION FEE 3562414 DUE TO AFFLIATES 975586 ACCRUED INTEREST 862400 5400400 X PART X, LINE 2: THE ORGANIZATION RECEIVED ITS DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE ON JULY 6, 2021 AS A NONPROFIT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND IS EXEMPT FROM STATE AND FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE IRC. 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 C FLORIDA DEVELOPMENT FINANCE CORPORATION 593270584 34061WCE2 2023-12-28 9975000 CAPITAL EXPENDITURE REIMBURSEMENT 0 0 0 D CAPITAL TRUST AUTHORITY 883537006 14055AAB8 2024-10-03 27875000 FUND REMAINING PRECONSTRUCTION ACTIVITIES FOR DESIGN, DEVELOPMENT & PRESALES 0 0 0 A 415000 33461094 2197250 669222 30594622 0 0 1 0 B 15650000 704250 312500 14633250 0 0 1 0 C 9975000 538125 199500 9237375 2023 0 0 1 1 D 27875000 557500 27317500 2024 0 0 1 1 A 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 C 1 0 0 0 0 0 1 D 1 0 0 0 0 0 1 A 0 1 0 0 0 0 0 0 1 B 0 1 0 0 0 0 0 0 1 C 0 1 0 0 0 0 0 0 1 D 0 1 0 0 0 0 0 0 1 A 1 B 1 C 1 D 1 FORM 990, PART III, LINE 2 IN OCTOBER 2024, CONVIVIAL LIFE ("CL") PURCHASED LAND AND RELATED DEVELOPMENT ENHANCEMENTS LOCATED IN ST PETERSBURG, FL TO DEVELOP, OWN, AND OPERATE A FL-LICENSED CCRC. THE DEVELOPMENT PROJECT WAS (AND IS) NOT YET AT CONSTRUCTION PHASE, WITH DESIGN AND PRESALES ACTIVITIES STILL UNDERWAY AS OF 12/31/2024. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE 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 A, LINE 3 LIFESTAR MANAGEMENT JACARANDA TRACE LLC WITH 2024 MANAGEMENT FEES OF $762,457 AND LIFESTAR MANAGEMENT JENSEN DUNES LLC WITH 2024 MANAGEMENT FEES OF $437,310. 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 THE ORGANIZATION REQUIRES ALL TRUSTEES, OFFICERS, AND OTHER COVERED PERSONS TO ANNUALLY REVIEW AND SIGN A WRITTEN CONFLICT OF INTEREST POLICY AND DISCLOSURE STATEMENT. EACH INDIVIDUAL IS REQUIRED TO DISCLOSE ANY ACTUAL OR POTENTIAL CONFLICTS OF INTEREST, INCLUDING FINANCIAL INTERESTS, OUTSIDE ACTIVITIES, OR RELATIONSHIPS THAT COULD GIVE RISE TO A CONFLICT. DISCLOSURES ARE REVIEWED BY THE BOARD CHAIR OR A DESIGNATED COMMITTEE. WHEN A POTENTIAL CONFLICT IS IDENTIFIED, THE INTERESTED PERSON IS REQUIRED TO FULLY DISCLOSE ALL MATERIAL FACTS, IS RECUSED FROM DISCUSSION AND VOTING ON THE MATTER, AND IS NOT COUNTED FOR PURPOSES OF DETERMINING A QUORUM. THE EXISTENCE OF THE CONFLICT, THE DISCLOSURE, AND THE INDIVIDUAL'S RECUSAL ARE DOCUMENTED IN THE MEETING MINUTES. IF QUESTIONS ARISE REGARDING THE EXISTENCE OR MATERIALITY OF A POTENTIAL CONFLICT, THE BOARD CHAIR MAY CONSULT WITH LEGAL COUNSEL OR OTHER ADVISORS. THE BOARD MONITORS COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY THROUGHOUT THE YEAR AND ADDRESSES ANY VIOLATIONS IN ACCORDANCE WITH ITS GOVERNANCE POLICIES. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN FAIR VALUE OF DERIVATIVE INSTRUMENTS -127,305. EQUITY TRANSFER 13,247,950. ACCRETED INTEREST -2,492,887. CONVIVIAL JACARANDA TRACE LLC 3799 CADBURY CIRCLE SUITE 208 VENICE FL 34293 881227629 SENIOR LIVING WITH INDEPENDENT, ASSISTED, AND MEMORY SUPPORT SERVICES FL 18013447 140533967 CONVIVIAL LIFE INC THE CABANA AT JENSEN DUNES LLC 3799 CADBURY CIRCLE SUITE 208 VENICE FL 34293 871747826 OPERATE RENTAL ASSISTED LIVING AND MEMORY SUPPORT COMMUNITY FL 8530709 35782703 CONVIVIAL LIFE INC CONVIVIAL ST PETERSBURG LLC 3799 CADBURY CIRCLE SUITE 208 VENICE FL 34293 884392134 DEVELOP, OWN & OPERATE SENIOR LIVING WITH INDEPENDENT & ASSISTED LIVING SVCS FL 36939 25563925 CONVIVIAL LIFE INC CONVIVIAL COMMUNITIES INC 3799 CADBURY CIRCLE SUITE 208 VENICE FL 34293 862709490 CARRY OUT THE CHARITABLE PURPOSES OF ITS SUPPORTED ORGANIZATIONS FL 501(C)(3) LINE 12C, III-FI N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0