2023-08-23T12:59:03-05:00 2022-12-31 450250958 EIDE BAILLY LLP 2355 E CAMELBACK RD STE 900 PHOENIX AZ 850169065 990 2022-01-01 860456124 ARIZONA RETIREMENT HOME OF SCOTTSDALE C/O BILTMORE PROPERTIES ARIZ 6029970013 2330 WEST MISSION LANE SUITE 10 PHOENIX AZ 85021 MARK LISTON PRESIDENT 6029970013 2023-08-23 1 MARK LISTON 999009999 1 BRENDA ANN BLUNT P00075126 4803151040 2023-08-23 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z MARK LISTON 2330 WEST MISSION LANE SUITE 10 PHOENIX AZ 85021 508442 0 X NONE X 1983 AZ TO PROVIDE LOW INCOME HOUSING FOR ELDERLY AND HANDICAPPED PERSONS. 8 8 0 9 0 0 0 0 487073 507758 444 684 0 0 487517 508442 0 0 0 0 97448 120270 0 0 0 306934 352100 404382 472370 83135 36072 963009 1003705 2096446 2101070 -1133437 -1097365 X TO PROVIDE HOUSING AND SUPPORT SERVICES FOR ELDERLY AND HANDICAPPED PERSONS. 0 0 406294 507758 THIS ORGANIZATION PROVIDED HOUSING TO ELDERLY PERSONS AND INDIVIDUALS WITH DISABILITIES THROUGH THE OPERATION OF A 47-UNIT HUD 202 MULTIFAMILY HOUSING COMMUNITY IN SCOTTSDALE, ARIZONA. THIS ORGANIZATION PROVIDED DECENT, SAFE, SANITARY AND AFFORDABLE HOUSING TO 54 RESIDENTS: 7% BETWEEN THE AGES 18-61 (NON-ELDERLY PEOPLE WITH DISABILITIES), 74% BETWEEN THE AGES 62-81, 19% BETWEEN THE AGES 82-93 AND 0% 94+. ARIZONA RETIREMENT HOMES EMPLOYED A SERVICE COORDINATOR WHO ASSISTED RESIDENTS WITH OBTAINING A VARIETY OF SOCIAL SERVICES AND REFERRALS. IN 2022, THIS COMMUNITY REMAINED IMPACTED BY THE COVID-19 PANDEMIC AND HAD LIMITED SOCIAL ACTIVITIES AND COMMUNITY EVENTS THROUGHOUT THE YEAR. WHILE RESIDENTS DEALT WITH THE EFFECTS OF SOCIAL ISOLATION AND QUARANTINE, MANY OF THE SERVICES PROVIDED BY THE (CONT'D ON SCH O) SERVICE COORDINATOR FOCUSED ON HOME DELIVERED MEALS, FOOD BANK DELIVERY PROGRAMS, ISOLATION INTERVENTION, MENTAL HEALTH SERVICES, CASE MANAGEMENT, SUBSTANCE ABUSE, MEDICARE/SOCIAL SECURITY, AND OTHER HEALTHCARE SERVICES. RESIDENTS CONTINUED SHOWING MORE INTEREST IN EXERCISE, RENEWING HEALTH GOALS AND WEIGHT LOSS (FROM PANDEMIC ISOLATION AND CONSEQUENTIAL SEDENTARY LIVING) AND REENGAGING IN SOCIAL ACTIVITIES LIKE GAMES AND COFFEE HOUR. RESIDENTS ALSO UTILIZED OVER-THE-PHONE SERVICES PROVIDED BY THE NEARBY GRANITE REEF SENIOR CENTER OPERATED BY THE CITY OF SCOTTSDALE. 406294 1 0 0 0 0 0 0 0 1 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 12 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 1 1 0 0 1 1 1 1 0 0 0 0 1 1 1 1 1 0 0 0 X NANCY BILLS - BILTMORE PROPERTIES 6029970013 2330 W MISSION LANE SUITE 10 PHOENIX AZ 85021 X ANDY WIERENGA PRESIDENT (THRU FEB 1) 0.30 0.30 X X 0 0 0 MARK LISTON PRESIDENT (FROM FEB 1) 0.30 0.30 X X 0 0 0 RUTH LISTON SECRETARY 0.30 0.30 X X 0 0 0 CHARLOTTE BAKKER DIRECTOR 0.30 0.30 X 0 0 0 RICHARD BRUMMETT DIRECTOR 0.30 0.30 X 0 0 0 PATRICK SMITH DIRECTOR 0.30 0.30 X 0 0 0 LUCAS BRUXVOORT DIRECTOR 0.30 0.30 X 0 0 0 MARV FABER DIRECTOR/VICE PRESIDENT (FROM FEB 1) 0.30 0.30 X X 0 0 0 DEAN KREDIT DIRECTOR 0.30 0.30 X 0 0 0 0 0 0 0 0 0 0 0 NET RENTAL INCOME 623990 504650 504650 LAUNDRY 812300 2858 2858 DAMAGES / CLEANING FEE 623990 215 215 NSF/LATE CHARGES 623990 35 35 507758 684 684 508442 507758 0 684 93634 88704 4930 20473 19395 1078 6163 5839 324 25380 25380 457 457 17451 17451 35481 35481 12280 12280 3497 3497 37334 37334 193 193 486 486 84449 84449 17711 17711 22137 22137 REPAIRS AND MAINTENANCE 47995 47995 TAXES, LICENSES AND FEE 47249 47249 472370 406294 66076 0 57845 11695 2917 4262 7929 7677 2281894 2083489 184812 198405 709506 781666 963009 1003705 16059 30254 559 1480 13700 13940 2041760 1992941 24368 62455 2096446 2101070 X -1133437 -1097365 -1133437 -1097365 963009 1003705 36072 0 X 0 1 X 0 1 1 X 492376 475187 498881 487073 507758 2461275 492376 475187 498881 487073 507758 2461275 0 227793 224872 256228 229863 263688 1202444 227793 224872 256228 229863 263688 1202444 1258831 616 1078 614 444 684 3436 616 1078 614 444 684 3436 492992 476265 499495 487517 508442 2464711 0.51070 0.52900 0.00140 0.00130 X 0 1 X 105875 105875 2086068 2008559 77509 55926 50156 5770 34025 24774 9251 198405 ESCROW DEPOSITS 32033 REPLACEMENT RESERVE 392010 TENANT DEPOSITS HELD IN TRUST 16582 DEBT SERVICE SAVINGS ESCROW 151567 RESIDUAL RECEIPTS 67246 DEFERRED FINANCING COSTS 122228 781666 ACCRUED INTEREST PAYABLE 6959 RESIDUAL RECEIPTS LIABILITY 55496 62455 X 520127 11685 11685 508442 0 508442 484055 11685 11685 472370 0 472370 PART IV, LINE 2B: THE ORGANIZATION HOLDS TENANT DEPOSITS IN TRUST. THE AMOUNTS HELD FOR RESIDENTS ARE REPORTED ON FORM 990, PART X, LINES 15 AND 21. PART X, LINE 2: MANAGEMENT BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY INCOME TAX POSITIONS TAKEN, AND, AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: ADMINISTRATIVE RENT 11,685. PART XII, LINE 2D - OTHER ADJUSTMENTS: ADMINISTRATIVE RENT 11,685. FORM 990, PART VI, SECTION A, LINE 2 BOARD MEMBERS MARK LISTON, RUTH LISTON AND PATRICK SMITH HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 3 THE BOARD OF THE ORGANIZATION HAS AGREED THAT ALL MANAGEMENT SERVICES AND OVERSIGHT OF THE ORGANIZATION SHALL BE DONE BY BILTMORE PROPERTIES, INC. BILTMORE PROPERTIES, INC. HAS AGREED TO MANAGE ALL RENTAL OPERATIONS FOR A SPECIFIC FEE PER MONTH. FORM 990, PART VI, SECTION A, LINE 6 MEMBERSHIP IN THE CORPORATION IS LIMITED TO INDIVIDUALS WHO ARE EITHER (1) TRUSTEES (DIRECTORS) OF ARIZONA CHRISTIAN RETIREMENT HOME SOCIETY, INC. OR (2) MEMBERS OF ARIZONA CHRISTIAN RETIREMENT HOME SOCIETY, INC. AND WHO HAVE THE APPROVAL OF THE BOARD OF TRUSTEES (DIRECTORS) OF ARIZONA CHRISTIAN RETIREMENT HOME SOCIETY, INC. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS OF THE SOCIETY ELECT THE BOARD MEMBERS ON AN ANNUAL BASIS FOR A THREE YEAR TERM. FORM 990, PART VI, SECTION A, LINE 7B THE ARTICLES OF INCORPORATION CANNOT BE AMENDED IN ANY MANNER WHICH RESULTS IN ANY CHANGE IN A GUARANTOR OF ANY OBLIGATION TO THE SECRETARY OF HOUSING AND URBAN DEVELOPMENT ("HUD") WITHOUT PRIOR WRITTEN APPROVAL FROM HUD. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE A COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 WILL BE PROVIDED TO BILTMORE PROPERTIES FOR THE INITIAL REVIEW. IT WILL THEN BE PROVIDED TO THE PRESIDENT AND VICE PRESIDENT OF THE BOARD FOR FINAL REVIEW. ONCE THE FORM 990 IS FINALIZED, A COPY WILL BE PROVIDED TO THE REMAINING BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS AND DIRECTORS ARE COVERED UNDER THE CONFLICT OF INTEREST POLICY. THE ORGANIZATION DOES NOT HAVE ANY KEY EMPLOYEES. THE POLICY IS REVIEWED AT THE BOARD MEETING BY ALL BOARD MEMBERS TO DETERMINE IF A CONFLICT EXISTS. IF A CONFLICT WERE TO EXIST, A BOARD MEMBER MUST REFRAIN FROM VOTING WHEN THE MATTERS ARE BEING DISCUSSED AND VOTED UPON. FORM 990, PART VI, SECTION B, LINE 15 AS THE ORGANIZATION DOES NOT HAVE A TOP MANAGEMENT OFFICIAL AND DOES NOT COMPENSATE INDIVIDUALS SERVING AS OFFICERS, THE BOARD DOES NOT HAVE A PROCESS FOR APPROVING COMPENSATION. THE BOARD DOES HAVE A PROCESS FOR ENGAGING A MANAGEMENT COMPANY TO OVERSEE THE OPERATIONS OF THE ORGANIZATION. THIS PROCESS INCLUDES EVALUATION AND APPROVAL OF A MANAGEMENT COMPANY THAT WILL MEET THE NEEDS OF THE ORGANIZATION. THE BOARD REVIEWS AND APPROVES THE RATES TO BE PAID TO THE MANAGEMENT COMPANY AND THE TIME PERIOD OF THE CONTRACT. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART V, LINE 2A EMPLOYEES ARE EMPLOYED BY AN OUTSIDE AGENCY. NO FEDERAL OR STATE PAYROLL REPORTING IS DONE BY THIS ORGANIZATION. ARIZONA RETIREMENT HOME OF SCOTTSDALE II 2330 WEST MISSION LANE SUITE 10 PHOENIX AZ 85021 860711505 LOW-INCOME HOUSING FOR ELDERLY AND HANDICAPPED PERSONS AZ 501(C)(3) LINE 10 ARIZONA CHRISTIAN RETIREMENT HOME SOCIETY INC 0 ARIZONA CHRISTIAN RETIREMENT HOME SOCIETY INC P O BOX 44755 PHOENIX AZ 85064 510181446 SENIOR CITIZENS' HOUSING AZ 501(C)(3) LINE 10 N/A 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0