2023-11-08T10:55:59-06:00 2022-12-31 341884125 CBIZ MHM LLC 4722 N 24TH ST STE 300 PHOENIX AZ 85016 990 2022-01-01 860828160 LA POSADA AT PARK CENTRE INC LAPO 5206488100 350 E MORNINGSIDE GREEN VALLEY AZ 85614 PAUL IDE VP/CFO 5206488100 2023-11-07 1 PAUL IDE 999009999 1 AMY A O'LOUGHLIN P00869687 6022646835 2023-11-07 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JONI CONDIT 350 E MORNINGSIDE GREEN VALLEY AZ 85614 61087633 0 X WWW.LAPOSADAGV.COM X 1996 AZ HOUSING AND HEALTHCARE FOR SENIORS. LA POSADA MAXIMIZES THE HEALTH AND WELL-BEING OF SENIORS. 9 8 664 400 323369 43060 1567306 2768056 41441672 43240582 4186124 2570084 763466 1007774 47958568 49586496 565826 25353588 0 0 22151648 25185698 0 0 3198 19062171 20503351 41779645 71042637 6178923 -21456141 182054249 365192303 119133000 323443639 62921249 41748664 X HOUSING AND HEALTHCARE FOR SENIORS. LA POSADA MAXIMIZES THE HEALTH AND WELL-BEING OF SENIORS. 1 1 33538006 25000275 28396088 LA POSADA PROVIDED INDEPENDENT APARTMENT AND GARDEN HOME HOUSING WITH DAILY MEALS, CAMPUS CASE MANAGEMENT, ON-CALL EMERGENCY SECURITY & NURSING, WELLNESS CLINICS, HOUSEKEEPING AND LAUNDRY SERVICES, MAINTENANCE SERVICES, TRANSPORTATION, SPECIAL FUNCTIONS, AND ACTIVITIES TO 747 RESIDENTS, WHOSE AVERAGE AGE WAS 85. 8536521 11308854 LA POSADA PROVIDED ASSISTED LIVING SUITES TO 245 INDIVIDUALS PROVIDING THEM MORE HEALTH CARE AND ASSISTANCE WITH DAILY ACTIVITIES THAN NEEDED BY THOSE INDIVIDUALS IN THE INDEPENDENT HOUSING. THIS INCLUDES 39 PEOPLE IN A DEDICATED MEMORY CARE FACILITY, 83 IN HIGH ACUITY FACILITY, AND 123 IN A SOCIAL CARE FACILITY. 913362 1209987 HOME AND COMMUNITY BASED, THE ORGANIZATION PROVIDED 3,506 PERSON DAYS OF ADULT DAY CARE ON SITE FOR MENTALLY FRAIL ELDERLY; PROVIDED 5,970 NO CHARGE SENIOR LUNCHES ON SITE; PROVIDED 8,428 DAYS OF CHILD CARE ON SITE; PROVIDED 9,588 SEARCHES FOR WELL-BEING, MEAL ASSISTANCE & PHYSICAL EXERCISE AND PROVIDED 252 COUNSELING SESSIONS ON SITE. MANY SERVICES ARE SUBSIDIZED BY GRANTS AND DONATIONS AS WELL. THE COMMUNITY CONNECT APPLICATION FOR THE SMART PHONE HAD 5,858 USERS CONNECTING PEOPLE TO AVAILABLE SERVICES IN GREEN VALLEY. 11032148 353313 2350249 OUTPATIENT CARE WAS PROVIDED FOR 750 PATIENTS AND MORE THAN 30,000 UNITS OF OUTPATIENT THERAPY. 11032148 353313 2350249 54020037 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 0 0 0 1 1 0 0 0 1 160 0 1 664 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 9 8 0 0 1 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 0 X PAUL IDE 5206487901 350 E MORNINGSIDE GREEN VALLEY AZ 85614 JONI CONDIT PRESIDENT/CEO 50.00 1.00 X X 375468 0 32120 JANE LATEER BOARD TRUSTEE (LEFT 4/22) 2.50 1.00 X 0 0 0 WILL BENNETT BOARD TRUSTEE 2.50 1.00 X 0 0 0 DUANE BLUMBERG BOARD TRUSTEE 2.50 1.00 X 0 0 0 SIMON DAVIS CHAIR 2.50 1.00 X X 0 0 0 RICHARD DUCOTE CHAIR ELECT 2.50 1.00 X X 0 0 0 VIC FRESOLONE BOARD TRUSTEE 2.50 1.00 X 0 0 0 PATTY SMALLSREED BOARD TRUSTEE 2.50 1.00 X 0 0 0 NANCY PUCKETT BOARD TRUSTEE 2.50 1.00 X 0 0 0 PAUL S IDE SR VP/CFO/CIO 50.00 1.00 X 287154 0 33069 JOHN COUTURE SRVP/CHIEF OPERATING OFFICER 40.00 X 164238 0 12464 ALEXIS MARTINEZ DIRECTOR PUSCH RIDGE / RISK MGT 40.00 X 110906 0 11802 STEVE KOLNACKI EXEC DIR OPERATIONS 50.00 X 169801 0 33293 PAUL LOOMANS VP MARKETING 40.00 X 174770 0 30666 JERRY WEYGINT DIR INFO TECHNOLOGY 40.00 X 126708 0 25818 DAVID CURL DIR FACILITIES 40.00 X 125234 0 20191 CHRISTY SOMNER DIRECTOR CARE MANAGEMENT 40.00 X 116147 0 12500 1650426 0 211923 15 0 1 0 UKG DBA THE ULTIMATE SOFTWARE 2000 ULTIMATE WAY WESTON FL 33326 IT CONSULTING 277246 LOVE & COMPANY INC 7490 NEW TECHNOLOGY WAY FREDERICK MD 21703 ADVISORY SERVICES 186892 13 2768056 30200 2768056 MONTHLY SVS FEE 623000 27821111 27821111 HIGH NEEDS & ASST LIVI 623000 10175589 10175589 EARNED ENT FEES 623000 2999044 2999044 HOME & COMMUNITY 623000 1380210 1380210 O/P REHABILITATION 623000 590304 590304 274324 274324 43240582 919950 919950 11557975 1593296 11501137 0 56838 1593296 1650134 1650134 JAVA SHOPPE 722515 323369 323369 CATERING 722320 24596 24596 MEDICAL BLDG REV 531120 13971 13971 645838 645838 1007774 49586496 43265178 323369 3229893 25030507 25030507 323081 323081 1022545 620457 402088 19063435 11562319 7501116 506823 308982 197841 3062803 1872006 1190797 1530092 928028 602064 59579 59579 48875 48875 4000 4000 253135 253135 1485152 1485152 633135 28239 604896 2319310 750500 1568810 660722 657524 3198 1677562 1526364 151198 324243 324243 2834937 2834937 548028 548028 7436890 6223785 1213105 961329 961329 EQUIP REPAIRS & MAINT 491047 491047 RESIDENTS EXPENSES 363791 363791 TELEPHONE 213533 213533 ANNUITY PAYMENTS 106640 106640 81443 55249 26194 71042637 54020037 17019402 3198 11651699 8699857 1717332 207183192 0 399046 3458287 768053 42039 42039 205801 639716 188613659 79757133 105089471 108856526 57783279 29980423 1246130 1128547 597564 565064 262647 6929840 182054249 365192303 3544412 8064833 96551135 97430801 0 210011483 15037607 194937 3999846 7741585 119133000 323443639 X 55440838 33253289 7480411 8495375 62921249 41748664 182054249 365192303 X -21456141 -7771601 8055157 X 0 1 X 1 0 X 1499990 2233347 1126352 1567306 2768056 9195051 35858739 38956404 40247170 41465248 43265178 199792739 37358729 41189751 41373522 43032554 46033234 208987790 6775 12325 11000 22937 7460 60497 1276888 1284170 1748018 1333491 793921 6436488 1283663 1296495 1759018 1356428 801381 6496985 202490805 1459647 1487808 1330597 1108870 919950 6306872 1459647 1487808 1330597 1108870 919950 6306872 44959 44959 54835 721029 591373 574439 659809 2601485 38873211 43398588 43295492 44715863 47657952 217941106 0.92910 0.92370 0.02890 0.03110 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2018 AMOUNT: $ 54,835. 2019 AMOUNT: $ 721,029. 2020 AMOUNT: $ 591,373. 2021 AMOUNT: $ 574,439. 2022 AMOUNT: $ 659,809. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 4000 4000 0 PART II-B, LINE 1: PART OF THE DUES PAID BY THE ORGANIZATION TO THE STATE ASSOCIATION ARE TO FUND A LOBBYIST WHO SUPPORTS CAUSES OF THE ELDERLY IN THE LEGISLATURE. 5620000 11000 -658000 4973000 5399000 34000 559000 372000 5620000 5010000 106000 540000 257000 5399000 4114000 514000 548000 166000 5010000 4331000 18000 -53000 182000 4114000 0 1 1 10444697 10444697 95857936 55903591 39954345 39845620 17347519 22498101 10180334 5739162 4441172 32285072 766861 31518211 108856526 RESERVATION DEPOSITS 5375821 ANNUITIES RESERVE 2224564 INTERCOMPANY TRANSACTIONS 141200 7741585 X PART V, LINE 4: INTENDED USES OF THE ORGANIZATION'S ENDOWMENT FUNDS: UNCOMPENSATED CARE, SCHOLARSHIPS, OPERATIONS, FITNESS PAVILION OPERATIONS, PUTTING GREEN MAINTENANCE, ETC. THE ENDOWMENT HAS BEEN TRANSFERRED TO LA POSADA FOUNDATION. PART X, LINE 2: LA POSADA IS A NOT-FOR-PROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE "CODE") AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES. IN ADDITION, LA POSADA QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170 OF THE CODE AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION. INCOME DETERMINED TO BE UNRELATED BUSINESS TAXABLE INCOME WOULD BE TAXABLE. NAKOMA SKY LLC IS A DISREGARDED ENTITY FOR INCOME TAX PURPOSES, AND ACCORDINGLY, ALL INCOME AND EXPENSES ARE PASSED THROUGH TO LA POSADA. THE ORGANIZATION EVALUATES ITS UNCERTAIN TAX POSITIONS, IF ANY, ON A CONTINUAL BASIS THROUGH REVIEW OF ITS POLICIES AND PROCEDURES, REVIEW OF ITS REGULAR TAX FILINGS, AND DISCUSSIONS WITH OUTSIDE EXPERTS. AT DECEMBER 31, 2022, MANAGEMENT BELIEVES IT DID NOT HAVE ANY UNCERTAIN TAX POSITIONS. LA POSADA'S FEDERAL EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURNS (FORM 990) FOR 2019, 2020 AND 2021 ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. 1 SAHUARITA FOOD BANK 17750 S LA CANADA SAHUARITA AZ 85629 471654162 501(C)(3) 25000 0 COMMUNITY SERVICE ROTARY CLUB OF TUCSON FOUNDATION 3900 E TIMROD STREET SUITE 4 TUCSON AZ 85711 510172798 501(C)(3) 15000 0 COMMUNITY SERVICE POSADA LIFE HOLDINGS INC 350 E MORNINGSIDE ROAD GREEN VALLEY AZ 85614 880886572 501(C)(3) 0 5228758 NET BOOK VALUE TWO PARCELS OF UNDEVELOPED LAND TRANSFER TO POSADA LIFE HOLDINGS, RELATED SECTION 501(C)(2) ORGANIZATION LA POSADA FOUNDATION 350 E MORNINGSIDE ROAD GREEN VALLEY AZ 85614 320680959 501(C)(3) 0 19722138 COST BASIS INVESTMENTS TRANSFER TO THE LA POSADA FOUNDATION, RELATED SECTION 501(C)(3) ORGANIZATION SCHOLARSHIP ASSISTANCE 56 155397 INDIGENT CARE 4 167684 PART I, LINE 2: THE SCHOLARSHIP COMMITTEE FOLLOWS THE GUIDELINES ESTABLISHED BY THE ORGANIZATION TO AWARD AND MONITOR SCHOLARSHIPS GIVEN TO EMPLOYEES. TUITION PAYMENTS ARE MADE DIRECTLY TO THE SCHOOL. THE ORGANIZATION REIMBURSES FOR THE COST OF TEXTBOOKS BASED ON SUBMITTED RECEIPTS. IN ADDITION, THE ORGANIZATION AUDITS THE APPROPRIATENESS OF THE TEXTBOOK TO CLASS BY COMPARISON TO PUBLISHED COURSE REQUIREMENTS. COMMUNITY SERVICE GIFTS ARE BASED ON NEEDS IDENTIFIED BY THE ORGANIZATION IN THE LOCAL COMMUNITY. ONCE GRANTS ARE PAID NO FURTHER MONITORING IS CONSIDERED NECESSARY. X X X X 0 1 0 0 0 0 0 1 0 JONI CONDIT PRESIDENT/CEO 337954 0 37514 0 0 0 8040 0 24080 0 407588 0 0 0 PAUL S IDE SR VP/CFO/CIO 261252 0 25902 0 0 0 8010 0 25059 0 320223 0 0 0 PAUL LOOMANS VP MARKETING 157847 0 16923 0 0 0 5152 0 25514 0 205436 0 0 0 STEVE KOLNACKI EXEC DIR OPERATIONS 164726 0 5075 0 0 0 6257 0 27036 0 203094 0 0 0 JOHN COUTURE SRVP/CHIEF OPERATING OFFICER 164238 0 0 0 0 0 0 0 12464 0 176702 0 0 0 JERRY WEYGINT DIR INFO TECHNOLOGY 126708 0 0 0 0 0 4273 0 21545 0 152526 0 0 0 PART I, LINE 4B THE ORGANIZATION HAS ESTABLISHED AN UNFUNDED 457(B) DEFERRED COMPENSATION PLAN FOR THE ORGANIZATION'S SENIOR MANAGEMENT, WHICH IS BASED ON YEARS OF SERVICE AND A PROJECTED RETIREMENT DATE. BENEFITS ARE PAYABLE UPON TERMS AS STATED IN EACH INDIVIDUAL'S EMPLOYMENT CONTRACT. JONI CONDIT, SRVP & COO: $ 19,000 PAUL IDE, SRVP & CFO & CIO $ 19,000 PART I, LINE 7 THE ORGANIZATION PROVIDES NON-FIXED PAYMENTS TO EMPLOYEES BASED ON MEETING ORGANIZATIONAL GOALS. THE CEO'S BONUS IS APPROVED BY THE BOARD OF DIRECTORS. OTHER BONUS PAYMENTS ARE AT THE DISCRETION OF THE CEO. A INDUSTRIAL DEVELOPMENT AUTHORITY OF THE COUNTY OF PIMA SLRB SERIES A 860445981 72178AAJ1 2022-10-10 214770000 CONSTRUCTION OF LA POSADA AT PUSCH RIDGE RETIREMENT FACILITY 0 0 0 A 214904469 14935525 134469 4298089 195670855 0 0 0 1 A 0 0 0 0 0 0 0 0 1 A 1 JONI CONDIT CEO 1363865 SEE PART V 0 SCHEDULE L, PART IV THE ORGANIZATION HAS ENGAGED A CONSTRUCTION CONTRACTING FIRM FOR THE DEVELOPMENT OF PUSCH RIDGE FNA NAKOMA SKY. THE PRESIDENT OF THE CONSTRUCTION CONTRACTING FIRM IS THE BROTHER-IN-LAW OF LA POSADA'S CEO. X 1 30200 FMV 0 0 0 0 FORM 990, PART III, LINE 2 IN OCTOBER 2022, THE ORGANIZATION OBTAINED BOND FINANCING OF $214,770,000, THE PROCEEDS OF WHICH WILL BE USED TO PAY OR REIMBURSE THE ORGANIZATION FOR THE PAYMENT OF, OR REFINANCE CERTAIN TAXABLE INDEBTEDNESS OF THE ORGANIZATION USED TO FINANCE CERTAIN COSTS OF ACQUIRING, CONSTRUCTING, AND EQUIPPING THE PROJECT. PUSCH RIDGE (THE "PROJECT") WILL BE COMPLETED IN PHASES TO ULTIMATELY CREATE A CONTINUING CARE RETIREMENT COMMUNITY LOCATED ON APPROXIMATELY 80-ACRES IN ORO VALLEY, ARIZONA. PHASE 1 OF THE PROJECT DEVELOPMENT WILL CONSIST OF APPROXIMATELY 166 INDEPENDENT LIVING APARTMENTS AND COMMON AREAS FOR USE BY THE RESIDENTS, RELATED PARKING AND ALL NECESSARY AND ATTENDANT FACILITIES, EQUIPMENT, SITE WORK, ZONING AND UTILITIES RELATED THERETO. PLANS FOR PHASE II ADD 24 ASSISTED LIVING APARTMENTS FOR ROUTINE AND HIGH ACUITY ASSISTED LIVING AND 24 MEMORY CARE SUITES. NO SKILLED NURSING UNIT IS PLANNED FOR THIS COMMUNITY. THE ORGANIZATION PLANS TO CARE FOR RESIDENTS' HEALTH CARE NEEDS IN ASSISTED LIVING IN MOST CASES UNTIL DEATH. ANY RESIDENTS NEEDING SKILLED NURSING FACILITY CARE WILL BE REFERRED TO NEIGHBORING COMMUNITIES AND FOLLOWED BY THE ORGANIZATION STAFF TO ENSURE QUALITY CARE. PHASE II MAY INCLUDE FREE-STANDING HOMES AND TOWNHOMES WHICH, IF UNDERTAKEN, ARE ANTICIPATED TO BE FINANCED IN PART THROUGH PREPAID ENTRANCE FEES. CONSTRUCTION OF PHASE I OF THE PROJECT COMMENCED IN OCTOBER 2022. THE FIRST INDEPENDENT LIVING APARTMENTS ARE EXPECTED TO BE OCCUPIED APPROXIMATELY 30 MONTHS LATER, IN MAY OF 2025. THE SITE, ZONING AND DESIGN ALLOW FOR FUTURE CONSTRUCTION OF ADDITIONAL INDEPENDENT LIVING HOMES/HOUSES, AS WELL AS POSSIBLE RETAIL SPACE, WHICH MANAGEMENT WILL CONSIDER DEPENDING ON DEMAND AND ECONOMIC CONSIDERATIONS. FORM 990, PART III, LINE 3 THE ORGANIZATION FORMED LA POSADA FOUNDATION, A NOT-FOR-PROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE WHICH IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES. THE PURPOSE OF THE FOUNDATION IS TO PROVIDE SUPPORT TO THE PROGRAMS AND OPERATIONS OF THE SUBSIDIARIES OF THE ORGANIZATION OR OTHER ORGANIZATIONS WITH SIMILAR MISSIONS. DURING 2022, APPROXIMATELY $19.725 MILLION OF LA POSADA'S INVESTMENTS WERE TRANSFERRED FROM LA POSADA TO THE FOUNDATION. ALSO IN 2022, THE ORGANIZATION FORMED POSADA LIFE HOLDINGS, INC. THE PURPOSE OF HOLDINGS IS TO HOLD TITLE TO PROPERTY IN ACCORDANCE WITH SECTION 501(C)(2) OF THE INTERNAL REVENUE CODE, COLLECTING INCOME THEREFROM, AND TURNING OVER THE ENTIRE INCOME, LESS EXPENSES TO ANY TAX-EXEMPT 501(C)(3) ENTITY WITHIN THE MEANING OF SECTION 501(C)(2). DURING 2022, LA POSADA TRANSFERRED TWO UNDEVELOPED PARCELS OF LAND TO HOLDINGS. THE LAND WAS TRANSFERRED AT ITS NET BOOK VALUE OF APPROXIMATELY $5.2 MILLION FORM 990, PART VI, SECTION A, LINE 4 IN 2022, IN ANTICIPATION OF THE PUSCH RIDGE DEVELOPMENT, THE ORGANIZATION UNDERWENT CERTAIN CORPORATE RESTRUCTURINGS. FIRST, THE ARTICLES OF INCORPORATION OF LA POSADA WERE AMENDED SUCH THAT LA POSADA SHALL HAVE ONE MEMBER, WHICH IS LA POSADA COMMUNITIES. LA POSADA COMMUNITIES IS THE SOLE MEMBER OF LA POSADA, WHICH IS THE SOLE MEMBER OF LA POSADA AT PUSCH RIDGE ("PUSCH RIDGE"). FORM 990, PART VI, SECTION B, LINE 11B THE 990 RETURN IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND REVIEWED IN DETAIL BY THE ORGANIZATION'S CEO AND CFO. A PUBLIC DISCLOSURE COPY OF THE RETURN IS THEN UPLOADED TO THE BOARD INTERNET PORTAL FOR REVIEW BY THE BOARD TRUSTEES BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C A CONFLICT OF INTEREST COMPLIANCE REPORT IS COMPLETED ANNUALLY BY THE OFFICERS AND TRUSTEES. THE POLICY ADDRESSES CONTRACTS, TRANSACTIONS, AND FINANCIAL INTERESTS BETWEEN THE ORGANIZATION AND ITS BOARD AND OFFICERS. IF IT IS DETERMINED THAT THERE IS A CONFLICT, THE TRUSTEE ABSENTS THEMSELVES FROM THE DECISION-MAKING PROCESS. THERE IS A COMPLIANCE COMMITTEE CHAIRED BY THE PRESIDENT/CEO, THAT MEETS QUARTERLY TO REVIEW COMPLIANCE ISSUES INCLUDING CONFLICTS OF INTEREST AND ISSUES MINUTES. THERE IS ALSO A COMPLIANCE TELEPHONE HOT LINE, WHICH ALLOWS FOR ANONYMITY, THAT IS CHECKED AT LEAST WEEKLY FOR CALLS. DURING EACH ANNUAL PERFORMANCE REVIEW, A CODE OF CONDUCT AND COMPLIANCE GUIDELINE FORM IS DISCUSSED, REVIEWED AND SIGNED BY EACH EMPLOYEE. FORM 990, PART VI, SECTION B, LINE 15 EXECUTIVE COMPENSATION IS EVALUATED ANNUALLY. THE LA POSADA BOARD OF TRUSTEES PERIODICALLY ENGAGES AN OUTSIDE COMPENSATION CONSULTANT, BUT MORE OFTEN USES DATA COLLECTED FROM INDUSTRY SURVEYS ON CEO PAY, BENEFITS AND AVERAGE ANNUAL INCREASES OTHERS ARE PROVIDING. WHEN AVAILABLE, THE BOARD HAS ANNUALLY UTILIZED THE INDUSTRY CEMO MARKET DATA. A LARSON ALLEN CONSULTANT WAS ENGAGED AT ONE POINT TO PROVIDE ADVICE ON SETTING THE COMPENSATION LEVELS OF OTHER EXECUTIVES AS A PERCENTAGE OF THE CEO. THIS IS THE RESPONSIBILITY OF THE CEO; HOWEVER, THE BOARD IS PERIODICALLY ADVISED OF THE RATES OF OTHERS. THE CEO UTILIZES MARKET DATA PROVIDED BY THE NATIONAL ASSOCIATION LEADINGAGE SURVEY AS WELL AS ANY OTHER SURVEYS BEING DONE BY GROUPS OF CCRCS ON THEIR OWN. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S ARTICLES OF INCORPORATION, BY-LAWS, AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. THE CURRENT FINANCIAL STATEMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE IN THE ORGANIZATION'S LIBRARY. FORM 990, PART XI, LINE 9: CHANGE IN SPLIT INTEREST AGREEMENTS -72,353. CHANGE IN INTEREST RATE SWAP 1,302,607. ROUNDING -97. BENEFICIAL INTEREST IN THE LA POSADA FOUNDATION 6,825,000. LA POSADA AT PUSCH RIDGE FKA NAKOMA SKY LLC 350 E MORNINGSIDE GREEN VALLEY AZ 85614 464811918 HOUSING & HEALTHCARE FOR SENIORS AZ N/A LA POSADA COMMUNITIES FKA POSADA LIFE 350 E MORNINGSIDE ROAD GREEN VALLEY AZ 85614 813665904 SUPPORT - HOUSING & HEALTHCARE FOR SENIORS AZ 501(C)(3) LINE 12C, III-FI 0 LA POSADA FOUNDATION 350 E MORNINGSIDE ROAD GREEN VALLEY AZ 85614 320680959 SUPPORT FOR LA POSADA AT PARK CENTRE INC. AZ 501(C)(3) LINE 7 0 POSADA LIFE HOLDINGS INC 350 E MORNINGSIDE ROAD GREEN VALLEY AZ 85614 880886572 TITLE HOLDING AZ 501(C)(2) 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 POSADA LIFE HOLDINGS INC R 5228758 FMV