2024-10-01T15:33:52-05:00 2023-12-31 720549733 ERICKSEN KRENTEL LLP 4227 CANAL STREET NEW ORLEANS LA 70119 990 2023-01-01 721192571 CHRISTWOOD CHRI 9858980515 100 CHRISTWOOD BLVD COVINGTON LA 70433 L STEPHEN HOLZHALB III EXECUTIVE DIRECTOR 9858980515 2024-08-19 1 1 RONALD H DAWSON JR CPA P00442622 5044867275 2023 2024-10-15 13:58:12Z L STEPHEN HOLZHALB III 100 CHRISTWOOD BLVD COVINGTON LA 70433 25945229 0 X WWW.CHRISTWOODRC.COM X 1999 LA CONTINUING CARE RETIREMENT COMMUNITY 17 17 389 50 161527 0 3474334 380224 22046979 23901684 392973 1619831 0 0 25914286 25901739 0 0 0 0 12215750 12621228 0 0 301256 11053207 11865893 23268957 24487121 2645329 1414618 73670944 73507181 85230519 83436783 -11559575 -9929602 X SEE SCHEDULE O 0 0 20225692 23740157 TO PROVIDE HOUSING, HEALTH CARE AND OTHER RELATED SERVICES TO RESIDENTS THROUGH THE OPERATION OF A RETIREMENT FACILITY CONTAINING APARTMENTS AND A HEALTH-CARE FACILITY. 20225692 1 0 0 0 0 0 0 0 0 0 1 1 0 0 1 1 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 1 0 0 0 1 87 0 1 389 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 17 17 0 1 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X IRIS BLUNDELL 9858980515 100 CHRISTWOOD BLVD COVINGTON LA 70433 MARGARET COLLETT BOARD MEMBER 0.75 X 0 0 0 TIMOTHY J CUTT BOARD MEMBER 0.75 X 0 0 0 RICHARD W CRYAR BOARD MEMBER 0.75 X 0 0 0 MICHAEL A CUSHMAN BOARD MEMBER 0.75 X 0 0 0 SETH DONALD BOARD MEMBER 0.75 X 0 0 0 PATTI ELLISH PRESIDENT 1.75 X X 0 0 0 PAUL DENNIS PAST PRESIDENT 1.25 X X 0 0 0 BEVERLY BAKER GARIEPY VICE PRESIDENT 1.25 X X 0 0 0 KEITH P DUET BOARD MEMBER 0.75 X 0 0 0 PATRICK BRYAN HUVAL TREASURER 1.25 X X 0 0 0 DAVID L DUPLANTIER BOARD MEMBER 0.75 X 0 0 0 CHARLES GOODYEAR BOARD MEMBER 0.75 X 0 0 0 JOHN W GREENE BOARD MEMBER 0.75 X 0 0 0 JAMES VALLIANT SECRETARY 1.25 X X 0 0 0 KERRY K MILTON BOARD MEMBER 0.75 X 0 0 0 M TODD RICHARD BOARD MEMBER 0.75 X 0 0 0 JAMES H ROGERS BOARD MEMBER 0.75 X 0 0 0 L STEPHEN HOLZAHALB III EXECUTIVE OFFICER 50.00 X 229855 0 5400 ELIZABETH JACKSON MARKETING DIRECTOR 50.00 X 164514 0 5000 THOMAS LEE TRUMBLE PAST DIRECTOR OF FINANCIAL SERV 50.00 X 64682 0 4387 TAMI PERRY CHIEF OPERATING OFFICER 50.00 X 150894 0 11324 IRIS BLUNDELL DIRECTOR OF FINANCIAL SERV 50.00 X 115935 0 269 LESTER KROBERT IT MANAGER 50.00 X 142219 0 12619 JAMIE BALL AIL COORDINATOR 50.00 X 129377 0 11324 JOHN DEAN ADMINISTRATOR 50.00 X 122966 0 0 JASON WEILBAECHER FOOD BEVERAGE DIRECTOR 50.00 X 131364 0 12619 RANDY BECNEL WELLNESS DIRECTOR 50.00 X 123760 0 11324 1375566 0 74266 9 0 1 0 ALLIANT GROUP LP 3009 POST OAK BLVD SUITE 200 HOUSTON TX 77056 TAX CREDIT CONSULTING 730340 QUALITY CARE REHAB 8477 S SUNCOAST BLVD HOMOSASSA FL 34446 THERAPY 694635 MCMATH CONSTRUCTION 1125 N CAUSEWAY BLVD MANDEVILLE LA 70471 CONSTRUCTION 409521 GREENBRIER SENIOR LIVING LLC 3107 TIMBERLAKE ROAD VESTAVIA HILLS AL 35243 CONULTANTS - MANAGEMENT OFF-SITE 308312 GARDEN SPOT NURSERY LLC 770 ROBERT BLVD SLIDELL LA 70458 LAWN CARE 147802 5 380224 380224 MONTHLY SERVICE FEE 623990 11968612 11968612 ROOM AND BOARD 623990 6195240 6195240 EARNED ADVANCE FEES 623990 4414573 4414573 OTHER SERVICE FEES 623990 1323259 1161732 161527 23901684 824037 824037 839284 0 43490 839284 -43490 795794 795794 25901739 23740157 161527 1619831 545263 454419 85201 5643 10026304 8355854 1566677 103773 206389 182709 20643 3037 1024973 907370 102516 15087 818299 724409 81845 12045 269998 33672 226500 9826 26429 3296 22171 962 106813 13929 87441 5443 237755 104970 127264 5521 396451 396326 125 7179 1986 2140 3053 1040609 881857 158752 17895 10042 7748 105 124428 68163 53089 3176 1365219 1365219 2815928 2815928 1029716 1029716 FOOD COSTS 1423903 1423903 REPAIRS & MAINTENANCE 911570 678897 200302 32371 SUPPLIES 832206 793458 23819 14929 RESIDENT ACTIVITIES 831255 831216 39 428539 178069 164185 86285 24487121 20225692 3960173 301256 1343300 2545845 131594 1317000 7451876 2641874 337980 667276 72746298 28397202 45806063 44349096 18512336 21918794 87795 67296 73670944 73507181 4008116 2506046 24294909 26039355 25225916 24028152 31701578 30863230 85230519 83436783 X -11559575 -9929602 -11559575 -9929602 73670944 73507181 1414618 335985 -120630 0 X X 0 1 X 1 0 X 364725 2392904 212025 3474334 380224 6824212 21935525 20327453 21169830 21856506 23740157 109029471 22300250 22720357 21381855 25330840 24120381 115853683 0 0 0 115853683 480732 516196 500306 638591 824037 2959862 480732 516196 500306 638591 824037 2959862 1967 20494 161527 183988 22780982 23236553 21884128 25989925 25105945 118997533 0.97360 0.97770 0.02490 0.02210 X 3650250 3650250 58821655 23016100 35805555 2659239 1481026 1178213 7615154 3900076 3715078 44349096 GROUP INVESTMENT 19363663 F THE BANK OF NEW YORK TRUST COMPANY 2555131 F 21918794 REFUNDABLE ENDOWMENT 30016471 DEPOSITS 846759 30863230 X 26117094 335985 335985 25781109 120630 120630 25901739 24487121 0 24487121 0 24487121 PART X, LINE 2: AS OF DECEMBER 31, 2023, THE CCRC HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE 2020 THROUGH 2023 TAX YEARS REMAIN SUBJECT TO EXAMINATION BY THE IRS. THE CCRC DOES NOT BELIEVE THAT ANY REASONABLY POSSIBLE CHANGES WILL OCCUR WITHIN THE NEXT TWELVE MONTHS THAT WILL HAVE A MATERIAL IMPACT ON THE FINANCIAL STATEMENTS. X 0 0 0 0 0 0 0 0 0 L STEPHEN HOLZAHALB III EXECUTIVE OFFICER 207855 0 22000 0 0 0 5400 0 0 0 235255 0 0 0 ELIZABETH JACKSON MARKETING DIRECTOR 164514 0 0 0 0 0 5000 0 0 0 169514 0 0 0 TAMI PERRY CHIEF OPERATING OFFICER 150894 0 0 0 0 0 5000 0 6324 0 162218 0 0 0 LESTER KROBERT IT MANAGER 142219 0 0 0 0 0 5000 0 7619 0 154838 0 0 0 PART I, LINE 3 COMPENSATION INCREASES ARE BASED ON ANNUAL PERFORMANCE REVIEWS MADE BY A SUB-COMMITTEE OF THE BOARD OF DIRECTORS CHARGED WITH MONITORING PERFORMANCE. FORM 990, PART III, LINE 1 CHRISTWOOD'S MISSION IS TO HELP SENIORS LIVE WITH DIGNITY, INDEPENDENCE AND THE ASSURANCE OF NEEDED PHYSICAL, SPIRITUAL AND MEDICAL CARE. UTILIZING THE "CONTINUING CARE" MODEL, CHRISTWOOD RECOGNIZES THE NEEDS OF SENIORS TO HAVE ACCESS TO INTEGRATED SERVICES RANGING ALONG A CONTINUUM FROM INDEPENDENT LIVING TO NURSING CARE. WITHIN THIS CONTINUUM, A RANGE OF LIVING OPTIONS ARE AVAILABLE TO ADDRESS THE PHYSICAL, SOCIAL, PSYCHOLOGICAL AND EMOTIONAL NEEDS. EDUCATIONAL, RECREATIONAL, SOCIAL, AND CULTURAL EVENTS ARE AVAILABLE ON A VOLUNTARY PARTICIPATION BASIS TO RESIDENTS AS AN INTEGRAL PART OF COMMUNITY LIFE. LEVELS OF CARE ARE PROVIDED TO REFLECT THE VARYING LEVELS OF INTENSITY OF CARE NEEDED TO MEET CHANGING SUPPORTIVE AND HEALTH CARE NEEDS OF THE RESIDENTS. ALL APPLICATIONS FOR RESIDENCY ARE CONSIDERED EQUALLY WITHOUT REGARD TO AN INDIVIDUAL'S MARITAL STATUS, RACE, SEX, CREED, OR NATIONAL ORIGIN. FORM 990, PART VI, SECTION A, LINE 3 LIFE CARE SERVICES PROVIDES SOFTWARE FOR MANAGEMENT OF CHRISTWOOD. FORM 990, PART VI, SECTION A, LINE 6 MEMBERSHIP IS OPEN TO ANY PERSON DULY ELECTED AND SERVING AS A CURRENT MEMBER OF THE VESTRY OF CHRIST EPISCOPAL CHURCH, COVINGTON, LA. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS OF CHRIST EPISCOPAL VESTRY NOMINATE THE MEMBERS OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS COMPLETED BY THE SAME FIRM WHO CONDUCTS OUR ANNUAL EXTERNAL AUDIT. THE DRAFT 990 IS SENT TO THE DIRECTOR OF ACCOUNTING FOR REVIEW OF ACCURACY OF FINANCIAL NUMBERS AND RESPONSE TO QUESTIONS. IT IS THEN GIVEN TO THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS FOR REVIEW AND APPROVAL. IF REQUESTED BY THE FINANCE COMMITTEE, IT IS SENT TO AN OUTSIDE CPA FIRM FOR FURTHER REVIEW. AFTER THIS APPROVAL, IT IS SENT TO THE EXECUTIVE DIRECTOR FOR HIS REVIEW AND SIGNATURE. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REVIEWS CONFLICT OF INTEREST POLICY ANNUALLY WITH AUDIT QUESTIONAIRE. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION INCREASES ARE BASED ON ANNUAL PERFORMANCE REVIEWS MADE BY A SUB-COMMITTEE OF THE BOARD OF DIRECTORS CHARGED WITH MONITORING PERFORMANCE. HISTORICAL SALARY AND INCENTIVES ARE PROVIDED AND COMPARABLE DATA FOR THE LOCAL AREA AND SIZE OF FACILITY IS ALSO USED IN THE DECISION PROCESS. ANY CHANGES IN COMPENSATION ARE APPROVED BY THE BOARD OF DIRECTORS AND DOCUMENTED IN THE MINUTES OF THE BOARD MEETING. THE PRESIDENT OF THE BOARD OF DIRECTORS WILL SIGN A STATUS CHANGE FORM THAT WILL BE GIVEN TO HUMAN RESOURCES FOR PROCESSING. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS AND GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC BY REQUEST. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM YEAR TO YEAR. CHRIST EPISCOPAL CHURCH 120 S NEW HAMPSHIRE ST COVINGTON LA 70433 RELIGIOUS LA 501(C)3 LINE 1 N/A 0 CHRISTWOOD FOUNDATION 100 CHRISTWOOD BLVD COVINGTON LA 70433 RESIDENT SUPPORT LA 501(C)3 LINE 12B, II CHRISTWOOD 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 CHRISTWOOD FOUNDATION B 90390 CASH PAID CHRISTWOOD FOUNDATION O 139585 CASH PAID