Nonprofit · EIN 86-0906621
NORTHERN ARIZONA SENIOR LIVING COMMUNITY LLC
Also known as JOHNSON RICHARD MGR
Tax-exempt · CHASKA, MN 55318
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $15,863,714 | $15,549,489 | $314,225 | $16,514,196 | $22,561,224 | -$6,047,028 |
| December 31, 2023 | 990 | $12,798,184 | $14,589,458 | -$1,791,274 | $16,778,630 | $23,139,883 | -$6,361,253 |
| December 31, 2021 | 990 | $14,931,148 | $13,996,271 | $934,877 | $21,182,635 | $24,744,450 | -$3,561,815 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $2,166,961
- of which government grants
- $59,583
- Program service revenue
- $13,652,870
- Investment income
- -$18,380
- Net gain from sales of assets
- -$23,164
- Other revenue
- $62,263
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $138,504
- Other salaries and wages
- $7,170,729
- Salaries, compensation and benefits (total)
- $8,457,463
- Professional fundraising fees
- $0
- Legal fees
- $13,744
- Accounting fees
- $214,536
- Occupancy
- $461,968
- Travel
- $133,041
- Depreciation
- $910,338
- Program services (functional)
- $11,516,612
- Management and general (functional)
- $4,032,877
Balance sheet and other
- Total assets, start of year
- $16,778,630
- Total assets, end of year
- $16,514,196
- Total liabilities, end of year
- $22,561,224
- Net assets, end of year
- -$6,047,028
- Land, buildings and equipment
- $12,881,961
- Net assets without donor restrictions
- -$6,047,028
- Gross receipts
- $15,995,388
- Employees
- 296
- Volunteers
- 480
- Year formed
- 1997
- State of legal domicile
- MN
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| CLARA EFFERTZ | DIRECTOR OF NURSING Highest-paid employee | 40 | $103,368 | $30,566 |
| PATRICK KINNEY | EXECUTIVE DIRECTOR Officer | 40 | $110,786 | $0 |
| GARY OLSON | EXECUTIVE DIRECTOR Officer | 40 | $26,835 | $883 |
| JENNIE A CLARKE | MANAGER (THRU MAY 2024) Trustee or director | 1 | $0 | $0 |
| LISA D DAVISON | MANAGER Trustee or director | 1 | $0 | $0 |
| WENDY HARDEN | MANAGER (THRU MAY 2024) Trustee or director | 1 | $0 | $0 |
| JACOB LANSBURG | MANAGER Trustee or director | 1 | $0 | $0 |
| JUDY STECH | MANAGER Trustee or director | 1 | $0 | $0 |
| JESSICA CAMPOLLI | MANAGER Trustee or director | 1 | $0 | $0 |
| CHRIS BAVASI | CO-CEO Officer | 1 | $0 | $0 |
| CLINT KNACKE | CO-CEO Officer | 1 | $0 | $0 |
990 for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MAY GRACE SUSON | MDS COORDINATOR RN Highest-paid employee | 40 | $117,306 | $18,720 |
| JENNIE A CLARKE | MANAGER Trustee or director | 1 | $0 | $0 |
| LISA D DAVISON | MANAGER Trustee or director | 1 | $0 | $0 |
| WENDY HARDEN | MANAGER Trustee or director | 1 | $0 | $0 |
| JACOB LANSBURG | MANAGER Trustee or director | 1 | $0 | $0 |
| CHRIS BAVASI | CO-CHIEF EXECUTIVE OFFICER Officer | 1 | $0 | $0 |
| THOMAS A EGAN | CO-CHIEF EXECUTIVE OFFICER Officer | 1 | $0 | $0 |
990 for the year ended December 31, 2021: 8 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| RUSSELL GODDARD | EXECUTIVE DIRECTOR Highest-paid employee | 40 | $125,297 | $31,324 |
| MICHELE ORTIZ | EXECUTIVE DIRECTOR Highest-paid employee | 40 | $124,487 | $31,122 |
| CHRIS BAVASI | CO-CHIEF EXECUTIVE OFFICER Officer | 1 | $0 | $0 |
| THOMAS A EGAN | CO-CHIEF EXECUTIVE OFFICER Officer | 1 | $0 | $0 |
| JENNIE A CLARKE | MANAGER Trustee or director | 1 | $0 | $0 |
| LISA D DAVIDSON | MANAGER Trustee or director | 1 | $0 | $0 |
| WENDY HARDEN | MANAGER Trustee or director | 1 | $0 | $0 |
| JACOB LANSBURG | MANAGER Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1107 HAZELTINE BLVD STE 200, CHASKA, MN 55318-1070
- In care of
- % RICHARD JOHNSON MGR
- Principal officer (990 for 2024)
- THOMAS A EGAN, 1107 HAZELTINE BLVD 200, CHASKA, MN 55318
- Signed the 990
- CLINT KNACKE, CO-CHIEF EXECUTIVE OFFICER
- Phone
- (952) 361-8000
- Website
- WWW.THEPEAKS.ORG
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
TO DEVELOP AND OPERATE A SENIOR LIVING AND MENTORING FACILITY.
Program accomplishments
- THE PEAKS, LOCATED IN FLAGSTAFF, ARIZONA, IS DISTINGUISHED BY ITS STRONG COMMUNITY INVOLVEMENT, PARTICULARLY THROUGH ITS CONNECTIONS WITH THE MUSEUM OF NORTHERN ARIZONA AND FLAGSTAFF MEDICAL CENTER. THE PEAKS OFFERS A RANGE OF INTERGENERATIONAL ACTIVITIES THAT BENEFIT BOTH ITS RESIDENTS AND LOCAL CHILDREN, FOSTERING ENGAGEMENT ACROSS GENERATIONS. SERVICES PROVIDED INCLUDE INDEPENDENT LIVING, ASSISTED LIVING, PROGRESSIVE MEMORY CARE, REHABILITATION, LONG-TERM CARE, AND SKILLED NURSING, ALLOWING RESIDENTS TO "AGE IN PLACE." RESIDENTS HAVE THE ABILITY TO AGE IN PLACE AND CONTINUE TO RECEIVE PERSONALIZED SERVICES THAT MEET THEIR CARE NEEDS. THE PEAKS WAS DEVELOPED THROUGH A NONPROFIT PARTNERSHIP BETWEEN INTERGENERATIONAL LIVING AND HEALTH CARE AND NORTHERN ARIZONA HEALTHCARE. EFFECTIVE JANUARY 1, 2024, THE GOODMAN FAMILY OPERATING FOUNDATION ACQUIRED 50% OWNERSHIP FROM INTERGENERATIONAL LIVING AND HEALTH CARE. FOR THE FISCAL YEAR ENDED DECEMBER 31, 2024, THE PEAKS PARTICIPATED IN VARIOUS CHARITABLE INITIATIVES, INCLUDING PROVIDING DISCOUNTED CARE THROUGH THE ARIZONA STATE MEDICAID PROGRAM AND INDIAN HEALTH SERVICES. ON AVERAGE, OUR SKILLED NURSING FACILITY ACCOMMODATED 21 MEDICAID PATIENTS DAILY, AND OUR LODGE AVERAGED 15 RESIDENTS DAILY RESULTING IN $352,827 IN DISCOUNTED CARE FOR ELIGIBLE RESIDENTS DURING 2024. MOREOVER, THE PEAKS HAS A PARTNERSHIP WITH THE MUSEUM OF NORTHERN ARIZONA (MNA) TO SUPPORT AN ART COLLECTION WITHIN THE FACILITY AND TWO MUSEUM DOCENT PROGRAMS. THIS COLLABORATION ENRICHES THE LIVES OF OUR RESIDENTS AND THE WIDER COMMUNITY. ADDITIONALLY, NURSING STUDENTS FROM NORTHERN ARIZONA UNIVERSITY'S BACCALAUREATE PROGRAMS COMPLETED PART OF THEIR INTERNSHIP AT THE PEAKS HEALTH & REHABILITATION. FUTURE CERTIFIED NURSING ASSISTANTS FROM COCONINO COMMUNITY COLLEGE SHADOW SKILLED NURSING FACILITY CNAS TO FULFILL GRADUATION REQUIREMENTS.Expenses $11,516,612 · revenue $13,652,870
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 86-0906621
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1998
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P750)
- Assets (IRS master file)
- $16,514,196
- Income (IRS master file)
- $15,995,388
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $15,863,714 | $15,549,489 | $16,514,196 | XML |
| 990 | December 2023 | $12,798,184 | $14,589,458 | $16,778,630 | XML |
| 990 | December 2022 | $12,362,553 | $13,370,717 | $19,129,783 | IRS |
| 990 | December 2021 | $14,931,148 | $13,996,271 | $21,182,635 | XML |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 86-0906621).
Questions about NORTHERN ARIZONA SENIOR LIVING COMMUNITY LLC
- What is the EIN of NORTHERN ARIZONA SENIOR LIVING COMMUNITY LLC?
- The employer identification number (EIN) of NORTHERN ARIZONA SENIOR LIVING COMMUNITY LLC is 86-0906621.
- Is NORTHERN ARIZONA SENIOR LIVING COMMUNITY LLC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to NORTHERN ARIZONA SENIOR LIVING COMMUNITY LLC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does NORTHERN ARIZONA SENIOR LIVING COMMUNITY LLC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of NORTHERN ARIZONA SENIOR LIVING COMMUNITY LLC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did NORTHERN ARIZONA SENIOR LIVING COMMUNITY LLC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of NORTHERN ARIZONA SENIOR LIVING COMMUNITY LLC?
- The 990 for the year ended December 31, 2024 names THOMAS A EGAN.
- Who are the officers and directors of NORTHERN ARIZONA SENIOR LIVING COMMUNITY LLC?
- The 990 for the year ended December 31, 2024 lists 11 people; 3 received compensation from the organization, the highest $103,368 (CLARA EFFERTZ, DIRECTOR OF NURSING).
- How much revenue does NORTHERN ARIZONA SENIOR LIVING COMMUNITY LLC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $15,863,714, expenses of $15,549,489 and total assets of $16,514,196 at year end.
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- INTERGENERATIONAL LIVING & HEALTH CARE INC EIN 41-1740311 · last filed 990 for 2024
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- BENETROU INC EIN 92-0296808 · last filed 990-EZ for 2024
- VRANICURE EIN 99-0780761 · last filed 990 for 2024
- LATINO VOICES OF MINNESOTA EIN 88-3913944 · last filed 990-N for 2025
- CHANG FOUNDATION EIN 30-0487299 · last filed 990-N for 2025
- SWEET DREAMS SAFE HAVEN INC EIN 85-0722350 · last filed 990-N for 2025