2024-11-15T15:06:14-05:00 2023-12-31 731479528 HEATHERINGTON & FIELDS CPA'S 8905 S YALE AVE STE 200 TULSA OK 741373553 990 2023-01-01 731473840 VINTAGE HOUSING INC VINT 9186649000 5330 E 31ST ST SUITE 800 TULSA OK 741355114 BILL COPELAND CFO 9186649000 2024-11-14 true false SUZANNE CAROLLA CPA P00569339 9184961248 2024-11-15 X 2023 2024-10-15 13:58:12Z EILEEN BRADSHAW 5330 E 31ST ST SUITE 800 TULSA OK 741355114 6601920 false X WWW.LIFESENIORSERVICES.ORG X 1995 OK DEVELOP SAFE, ATTRACTIVE, AFFORDABLE HOUSING FOR SENIORS IN AN ENVIRONMENT THAT SUSTAINS INDEPENDENCE AND SUPPORTS RESIDENTS AS THEY AGE IN PLACE. 6 6 31 123 0 268667 1332612 2862925 3568401 35547 49533 24118 1651374 3191257 6601920 0 0 836363 1193239 0 0 3529933 3641182 4366296 4834421 -1175039 1767499 52526814 55358543 40409130 41188083 12117684 14170460 X DEVELOP SAFE, ATTRACTIVE, AFFORDABLE HOUSING FOR SENIORS IN AN ENVIRONMENT THAT SUSTAINS INDEPENDENCE AND SUPPORTS RESIDENTS AS THEY AGE IN PLACE. false false 4358490 3568401 VINTAGE HOUSING, INC. (VHI) DEVELOPS SAFE, ATTRACTIVE, AFFORDABLE HOUSING FOR SENIORS IN AN ENVIRONMENT THAT SUSTAINS INDEPENDENCE AND SUPPORTS RESIDENTS AS THEY AGE. THROUGH ITS AFFILIATION WITH LIFE SENIOR SERVICES, VINTAGE HOUSING IS ABLE TO OFFER RESIDENTS ACCESS TO ADDITIONAL AGING SUPPORTS, SUCH AS CASE MANAGEMENT AND MEDICAL CARE THROUGH THE AFFILIATED LIFE PACE PROGRAM. NINETEEN APARTMENT COMMUNITIES IN TULSA (7), JENKS, SAPULPA, BRISTOW, SKIATOOK, COWETA, BROKEN ARROW (2), BIXBY, COLLINSVILLE (2), GLENPOOL, AND SAND SPRINGS ARE DESIGNED FOR INDEPENDENT SENIOR LIVING. RENTS ARE RESTRICTED TO BELOW-MARKET LEVELS AS DETERMINED BY THE U.S. DEPARTMENT OF HOUSING AND THE URBAN DEVELOPMENT (HUD) AND RESIDENTS MUST EARN 60% OR LESS OF THE AREA MEDIAN INCOME TO QUALIFY. IN 2023 VINTAGE HOUSING ELECTED TO ESTABLISH ITS OWN PROPERTY MANAGEMENT COMPANY TO BETTER RESPOND TO ITS RESIDENTS' NEEDS, ENSURE PROPERTIES ARE WELL MAINTAINED, AND PROVIDE ITS STAKEHOLDERS WITH TIMELY INFORMATION. TO THAT END, EFFECTIVE 5/1/23, VINTAGE MANAGEMENT TOOK RESPONSIBILITY FOR MANAGING ALL OF ITS PROPERTIES WITH THE EXCEPTION OF WHITTIER HEIGHTS, WHICH REMAINS UNDER THE MANAGEMENT OF WILHOIT PROPERTIES. AS A RESULT OF TAKING ON PROPERTY MANAGEMENT, SOME VINTAGE HOUSING EXPENSE CATEGORIES EXPANDED IN ORDER TO REFLECT EXPENSES WHICH MAY HAVE PREVIOUSLY BEEN REPORTED AS CONTRACTED SERVICES WHEN UNDER THIRD-PARTY MANAGEMENT. VHI IS THE GENERAL PARTNER OF FOUR LIMITED PARTNERSHIPS WHICH WERE ORGANIZED TO DEVELOP OR REHABILITATE AND OPERATE SENIOR INDEPENDENT LIVING APARTMENT COMPLEXES AND IS THE FULL OWNER OF FIFTEEN HOUSING PROJECTS, THIRTEEN OF WHICH ARE HELD IN SEPARATE LLCS. HERITAGE LANDING AND KENOSHA LANDING ARE DIVISIONS OF VHI. THE THIRTEEN SEPARATE LLCS OPERATE UNDER THE DBAS OF AUTUMN PARK, CARDINAL HEIGHTS, CARRIAGE CROSSING, CORNERSTONE VILLAGE, COUNTRY OAKS, PARK VILLAGE, PIONEER VILLAGE, PRARIE VILLAGE, REDBUD VILLAGE, VANDEVER HOUSE, WEST OAK VILLAGE, WHITTIER VILLAS AND WOODLAND VILLAGE. 4358490 true true false false false false false false false false true false false false true false false true false false false false false false false false false false false true false false false false false false false false false false false false true true false false false true 16 0 true 31 true false false false false false false false false false false false false X 6 6 false false false false false false false true true false false false true true true true true false false true true OK X X X BILL COPELAND 9186649000 5330 E 31ST ST SUITE 800 TULSA OK 741355114 BILL EAGLETON PRESIDENT 3.00 X X 0 0 0 BILL HIRSCH VICE-PESIDEN 3.00 X X 0 0 0 TOM O'BRIEN SECRETARY 3.00 X X 0 0 0 ROD NORDSTROM TREASURER 3.00 3.00 X X 0 0 0 MARIA VELIZ BARNES DIRECTOR 3.00 3.00 X 0 0 0 BOB ROCK DIRECTOR 3.00 X 0 0 0 EILEEN BRADSHAW PRESIDENT AN 13.00 32.00 X 0 218139 18928 BILL COPELAND CFO 16.00 29.00 X 0 177129 11568 ALYSHA HILTBRAND HR DIRECTOR 7.00 38.00 X 0 101881 6660 497149 37156 false true false 1332612 1332612 DEVELOPMENT FEES 531110 338252 338252 VANDEVER HOUSE 531110 266859 266859 PARK VILLAGE 531110 252046 252046 CARRIAGE CROSSING 531110 245760 245760 COUNTRY OAKS 531110 240526 240526 2224958 2224958 3568401 49533 49533 PRAIRIE VILLAGE ACQ INCOME 531390 1309506 1309506 REDBUD ACQUISITION INCOME 531390 1062813 1062813 OTHER INCOME 531390 -8620 -8620 -712325 -712325 1651374 6601920 5219775 49533 1110641 878247 232394 12156 3266 8890 36952 11435 25517 33490 17489 16001 54714 54714 93251 3338 89913 14880 14880 389756 385293 4463 41899 14754 27145 1326802 1287421 39381 12445 10059 2386 3600 273 3327 58639 53014 5625 1274719 1274017 702 369421 364740 4681 OTHER EXPENSES 1056 430 626 4834421 4358490 475931 0 1056831 647827 983722 1040052 352348 963595 23639629 22658003 144296 182035 53595864 24880266 25458538 28715598 891450 1151433 52526814 55358543 875804 772361 23639629 22595003 15072819 16708713 820878 1112006 40409130 41188083 X 12117684 14170460 12117684 14170460 52526814 55358543 1767499 285277 X false true X true true true X 2013532 3298026 3364308 268667 1332612 10277145 2013532 3298026 3364308 268667 1332612 10277145 290517 9986628 46714 35839 29358 35547 49533 196991 10474136 17020290 0.95350 0.93630 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2733809 2733809 50862055 24880266 25981789 28715598 NOTES PAYABLE - LIFE SENIOR SRVS. 1006193 SECURITY DEPOSITS 105813 1112006 false false false false false false false false false EILEEN BRADSHAW PRESIDENT AND CEO 218139 10716 8212 237067 BILL COPELAND CFO 177129 9012 2556 188697 SCHEDULE J, PAGE 1, PART I, LINE 3 THE CEO SHALL HAVE AN ANNUAL PERFORMANCE EVALUATION PERFORMED BY THE EXECUTIVE COMMITTEE, WHICH SHALL FUNCTION AS THE PERFORMANCE EVALUATION COMMITTEE. THE EVALUATION WILL COVER THREE CRITERIA: (1) PERFORMANCE GOALS, (2) POSITION RESPONSIBILITIES, AND (3) SUMMARY OF OVERALL PERFORMANCE INCLUDING SIGNIFICANT ACCOMPLISHMENTS AND IDENTIFICATION OF AREAS THAT NEED FURTHER DEVELOPMENT. THE EXECUTIVE COMMITTEE IS ALSO RESPONSIBLE FOR ESTABLISHING THE SALARY AND BENEFITS FOR THE CEO. THE COMMITTEE SHALL CONSULT WITH WHATEVER SOURCES IT DEEMS NECESSARY TO ESTABLISH THE COMPENSATION AND BENEFITS. ANY OUTSIDE SOURCES USED SHALL BE DOCUMENTED IN THE MINUTES. ALL CEO COMPENSATION AND BENEFITS SHALL BE EVALUATED ANNUALLY. THE CURRENT YEAR EVALUATION WAS PERFORMED ON NOVEMBER 29, 2023. FORM 990, PAGE 2, PART III, LINE 4A VINTAGE HOUSING, INC. (VHI) DEVELOPS SAFE, ATTRACTIVE, AFFORDABLE HOUSING FOR SENIORS IN AN ENVIRONMENT THAT SUSTAINS INDEPENDENCE AND SUPPORTS RESIDENTS AS THEY AGE. THROUGH ITS AFFILIATION WITH LIFE SENIOR SERVICES, VINTAGE HOUSING IS ABLE TO OFFER RESIDENTS ACCESS TO ADDITIONAL AGING SUPPORTS, SUCH AS CASE MANAGEMENT AND MEDICAL CARE THROUGH THE AFFILIATED LIFE PACE PROGRAM. NINETEEN APARTMENT COMMUNITIES IN TULSA (7), JENKS, SAPULPA, BRISTOW, SKIATOOK, COWETA, BROKEN ARROW (2), BIXBY, COLLINSVILLE (2), GLENPOOL, AND SAND SPRINGS ARE DESIGNED FOR INDEPENDENT SENIOR LIVING. RENTS ARE RESTRICTED TO BELOW-MARKET LEVELS AS DETERMINED BY THE U.S. DEPARTMENT OF HOUSING AND THE URBAN DEVELOPMENT (HUD) AND RESIDENTS MUST EARN 60% OR LESS OF THE AREA MEDIAN INCOME TO QUALIFY. IN 2023 VINTAGE HOUSING ELECTED TO ESTABLISH ITS OWN PROPERTY MANAGEMENT COMPANY TO BETTER RESPOND TO ITS RESIDENTS' NEEDS, ENSURE PROPERTIES ARE WELL MAINTAINED, AND PROVIDE ITS STAKEHOLDERS WITH TIMELY INFORMATION. TO THAT END, EFFECTIVE 5/1/23, VINTAGE MANAGEMENT TOOK RESPONSIBILITY FOR MANAGING ALL OF ITS PROPERTIES WITH THE EXCEPTION OF WHITTIER HEIGHTS, WHICH REMAINS UNDER THE MANAGEMENT OF WILHOIT PROPERTIES. AS A RESULT OF TAKING ON PROPERTY MANAGEMENT, SOME VINTAGE HOUSING EXPENSE CATEGORIES EXPANDED IN ORDER TO REFLECT EXPENSES WHICH MAY HAVE PREVIOUSLY BEEN REPORTED AS CONTRACTED SERVICES WHEN UNDER THIRD-PARTY MANAGEMENT. VHI IS THE GENERAL PARTNER OF FOUR LIMITED PARTNERSHIPS WHICH WERE ORGANIZED TO DEVELOP OR REHABILITATE AND OPERATE SENIOR INDEPENDENT LIVING APARTMENT COMPLEXES AND IS THE FULL OWNER OF FIFTEEN HOUSING PROJECTS, THIRTEEN OF WHICH ARE HELD IN SEPARATE LLCS. HERITAGE LANDING AND KENOSHA LANDING ARE DIVISIONS OF VHI. THE THIRTEEN SEPARATE LLCS OPERATE UNDER THE DBAS OF AUTUMN PARK, CARDINAL HEIGHTS, CARRIAGE CROSSING, CORNERSTONE VILLAGE, COUNTRY OAKS, PARK VILLAGE, PIONEER VILLAGE, PRARIE VILLAGE, REDBUD VILLAGE, VANDEVER HOUSE, WEST OAK VILLAGE, WHITTIER VILLAS AND WOODLAND VILLAGE. FORM 990, PAGE 6, PART VI, LINE 11B VINTAGE HOUSING, INC. PRESENTS THE IRS FORM 990 INCLUDING ALL SCHEDULES TO THE FULL BOARD OF DIRECTORS PRIOR TO SUBMISSION. EACH MEMBER OF THE BOARD OF DIRECTORS WILL RECEIVE A COPY OF THE IRS FORM 990 PRIOR TO SUBMISSION OF THE FORM TO THE IRS VIA E-MAIL OR THROUGH THE MAIL IF E-MAIL IS NOT AVAILABLE. FORM 990, PAGE 6, PART VI, LINE 12C 1. ANY ACTUAL OR POSSIBLE CONFLICTS SHALL BE COMMUNICATED TO THE PRESIDENT OF THE BOARD. IN THE EVENT IT IS THE PRESIDENT, SUCH INFORMATION SHALL BE COMMUNICATED TO THE VICE PRESIDENT. 2. UPON NOTIFICATION, A MEETING OF THE EXECUTIVE COMMITTEE SHALL BE CALLED TO INVESTIGATE THE MATTER. THE DIRECTOR IN QUESTION SHALL PRESENT RELEVANT INFORMATION, BUT NOT PARTICIPATE IN THE INVESTIGATION. THE EXECUTIVE COMMITTEE SHALL REPORT TO THE BOARD WHETHER IT BELIEVES A CONFLICT EXISTS AND IF SO, WHETHER THE BEST INTERESTS OF VINTAGE HOUSING ARE TO PROCEED WITH THE TRANSACTION OR MATTER AT ISSUE. 3. AT A REGULAR MEETING, THE BOARD SHALL MAKE A FINAL DECISION. THE MATTER SHALL BE DOCUMENTED IN THE MINUTES OF THE MEETING. FORM 990, PAGE 6, PART VI, LINE 19 DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. AUTUMN PARK LLC 5330 E 31ST ST SUITE 800 TULSA OK 741355114 731598513 SR HOUSING OK 233891 1331116 VINTAGE CARDINAL HEIGHTS LLC 5330 E 31ST ST SUITE 800 TULSA OK 741355114 731564537 SR HOUSING OK 220348 1065303 VINTAGE CARRIAGE CROSSING LLC 5330 E 31ST ST SUITE 800 TULSA OK 741355114 731505800 SR HOUSING OK 245760 3414020 VINTAGE CORNERSTONE VILLAGE LLC 5330 E 31ST ST SUITE 800 TULSA OK 741355114 731614509 SR HOUSING OK 222871 1653127 VINTAGE COUNTRY OAKS LLC 5330 E 31ST ST SUITE 800 TULSA OK 741355114 731519556 SR HOUSING OK 240526 1175126 VINTAGE PIONEER VILLAGE LLC 5330 E 31ST ST SUITE 800 TULSA OK 741355114 731483362 SR HOUSING OK 233190 2425598 VINTAGE VANDEVER HOUSE LLC 5330 E 31ST ST SUITE 800 TULSA OK 741355114 731550714 SR HOUSING OK 266859 1523700 VINTAGE WEST OAK VILLAGE LLC 5330 E 31ST ST SUITE 800 TULSA OK 741355114 731614510 SR HOUSING OK 1356488 VINTAGE WHITTIER VILLAS LLC 5330 E 31ST ST SUITE 800 TULSA OK 741355114 882564843 SR HOUSING OK 59372 1308094 VINTAGE WOODLAND VILLAGE LLC 5330 E 31ST ST SUITE 800 TULSA OK 741355114 201194153 SR HOUSING OK 170523 1395438 VINTAGE PARK VILLAGE LLC 5330 E 31ST ST SUITE 800 TULSA OK 741355114 731549894 SR HOUSING OK 252046 1395713 N/A PRAIRIE VILLAGE LLC 5330 E 31ST ST SUITE 800 TULSA OK 741355114 204528080 SR HOUSING OK 227257 2837333 N/A REDBUD VILLAGE LLC 5330 E 31ST ST SUITE 800 TULSA OK 741355114 202433434 SR HOUSING OK 192936 2219792 N/A LIFE SENIOR SERVICES INC 5330 E 31ST ST SUITE 800 TULSA OK 741355114 731043783 SR SERVICE OK 501C3 7 N/A false LIFE PACE INC 5330 E 31ST ST SUITE 800 TULSA OK 741355114 462872315 SR HEALTH OK 501C3 10 N/A false false false false false true false false false false false false false true true true true false false false LIFE SENIOR SERVICES INC E 1006193 NOTE PAYABLE BALANCE LIFE SENIOR SERVICES INC E 50530 ACCOUNTS PAYABLE BALANCE LIFE SENIOR SERVICES INC M 64053 MANAGEMENT FEE AGREEMENT LIFE SENIOR SERVICES INC P 84168 PAYROLL & ADMIN EXPENSES