irs program accomplishments · form 990 part iii · fy2021
what they reported doing
Program narrative the organization filed with the IRS. Ordered by program spending.
- #1 primary $8.30MASSISTED LIVING - PROVIDE CARE FOR THOSE RESIDENTS NEEDING ADDITIONAL ASSISTANCE WITH ACTIVITIES OF DAILY LIVING AND EARLY MEMORY SUPPORT.
- #2 $10.89MSKILLED NURSING FACILITY - PROVIDE CARE FOR QUALIFIED RESIDENTS IN NEED OF SKILLED NURSING. THE DEMENTIA PROGRAM CONTINUES TO PROVIDE TRAINING TO OTHER ORGANIZATIONS TO REDUCE THE USE OF PSYCHOTROPIC MEDICATIONS. PALLIATIVE CARE HAS BEEN SHARED WITH INTERN STUDENTS, OTHER LONG TERM CARE FACILITIES AND THE ARIZONA ALZHEIMER'S INSTITUTE AND HAS BEEN DEVELOPED INTO AN EVIDENCE-BASED PROGRAM CALLED COMFORT MATTERS.
named programs · 9 · from sources
what they call their work
Assisted Living
Personalized support and care services for seniors needing help with daily living activities
Beatitudes Center for Lifelong Learners
Educational program offering nearly two dozen classes each semester focused on lifelong learning for seniors
Design Studio™ Senior Think Tank
Resident-led innovation program where seniors collaborate on ideas and initiatives to improve community life
Home Care
In-home support ranging from assistance with errands and medications to full nursing care for seniors living independently
Independent Living
Senior housing options including apartments and patio homes with amenities, services, and social activities in a maintenance-free environment
Long-Term Care
Skilled nursing care provided by licensed nurses and professional caregivers for extended needs
Memory Support
Award-winning Comfort Matters® program offering specialized care for individuals with moderate to advanced dementia
Rehabilitation
Onsite rehabilitative therapies for residents and community members recovering from illness or surgery
Spiritual Life
Chapel services, pastoral care, and spiritual programs open to all residents regardless of faith background
activities · 7 groups
what they do
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Dementia Caregiver Support & Navigation 5 activities
- Delivers award-winning memory support services for seniorsOffers nationally recognized, award-winning memory support care for seniors requiring specialized assistance.
- Delivers specialized memory support services for seniorsOffers award-winning, nationally recognized memory support services for seniors, indicating a dedicated program for cognitive care.
- Memory Support ServicesOffers nationally recognized memory support services for seniors.
- Memory Support ServicesProvides award-winning and nationally recognized memory support services for seniors.
- Onsite Health Center and Memory Support ServicesProvides 90 days of care in an onsite health center at no additional cost to residents in entrance fee homes and offers award-winning, nationally recognized memory support services for seniors.
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Interest-Free Loan Programs for Adults 5 activities
- Hosts educational and enrichment programming for lifelong learningProvides nearly two dozen classes each semester through the Beatitudes Center for Lifelong Learners and offers approximately 100 activities per month to support resident engagement and education.
- Hosts robust resident activity and enrichment programmingOffers approximately 100 activities per month and nearly two dozen classes each semester through the Beatitudes Center for Lifelong Learners, supporting ongoing education and engagement.
- Lifelong Learning ProgramsOffers nearly two dozen classes each semester through the Beatitudes Center for Lifelong Learners and supports over 100 resident-led committees, clubs, and volunteer opportunities.
- Lifelong Learning ProgramsOffers nearly two dozen classes each semester through the Beatitudes Center for Lifelong Learners and approximately 100 activities per month for residents.
- Resident Enrichment and Lifelong Learning ProgramsOffers nearly two dozen classes each semester through the Beatitudes Center for Lifelong Learners and hosts approximately 100 activities per month for residents.
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Continuing Care Retirement Communities 5 activities
- Independent Senior LivingOffers various independent living options, including apartments (655 to 1,384 sq ft) and patio homes (1,200 to 1,679 sq ft), with maintenance-free living and access to a range of amenities and activities. This includes a refundable entrance fee plan for future healthcare services.
- Independent Senior LivingProvides independent senior living options including apartments (655 to 1,384 sq ft) and patio homes (1,200 to 1,679 sq ft) in Phoenix, AZ, with access to a central Town Plaza and various amenities.
- Operates independent living neighborhoods with diverse housing and amenitiesProvides multiple distinct neighborhoods for independent living, including Central Park Apartments (655–1,384 sq ft) and patio homes (1,200–1,679 sq ft), featuring open floor plans, two patios, and maintenance-free living with access to restaurants, fitness center, pool, putting green, gift shop, and social clubs.
- Operates multiple independent living neighborhoods with diverse housing optionsProvides a range of independent living housing options including Central Park Apartments (655–1,384 sq ft) and patio homes (1,200–1,679 sq ft) with two patios and open floor plans, all arranged around a central Town Plaza.
- Senior Living Residences with Entrance Fee and Refundable PlanOffers entrance fee senior living in Phoenix, AZ with a refundable fee plan that provides access to housing and future healthcare services, including independent living options such as apartments and patio homes.
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Resident Club & Activity Programming 4 activities
- Fosters resident leadership and community engagementSupports over 100 resident-led committees, clubs, and volunteer opportunities, promoting active participation and self-governance within the campus community.
- Fosters resident leadership and community engagement through volunteer opportunitiesSupports over 100 resident-led committees, clubs, and volunteer initiatives, promoting governance and social involvement within the campus community.
- Resident-Led Community EngagementSupports over 100 resident-led committees, clubs, and volunteer opportunities.
- Resident-Led Engagement and Volunteer OpportunitiesSupports over 100 resident-led committees, clubs, and volunteer opportunities, fostering community leadership and engagement.
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Facility Tours for Senior and Sober Living 3 activities
- Campus Tours and Informational VisitsOffers informational visits and tours for individuals exploring senior living options at the Phoenix, AZ campus.
- Offers campus tours and informational visits for prospective residentsProvides informational visits and tours to individuals considering senior living options at the Phoenix, AZ campus.
- Offers campus tours and informational visits for prospective residentsProvides informational visits and tours for individuals considering senior living options at the Phoenix, AZ campus.
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Senior Social & Recreational Activities 1 activity
- Provides maintenance-free living with comprehensive lifestyle amenitiesOffers residents access to a full range of lifestyle amenities including restaurants, fitness center, pool, putting green, gift shop, and social clubs, promoting an active and engaged senior living experience.
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Uncategorized 4 activities
- Maintenance-Free Independent Living with Lifestyle AmenitiesOffers maintenance-free senior living with access to a range of lifestyle amenities including restaurants, a fitness center, pool, putting green, gift shop, and social clubs, centered around a Town Plaza.
- Onsite Health Center CareProvides 90 days of care in an onsite health center at no additional cost for residents who choose entrance fee apartment homes.
- Provides senior living housing options with entrance fee and refundable fee plansOffers entrance fee apartment homes in Phoenix, AZ with a refundable fee plan, providing access to housing and future healthcare services, including 90 days of care in an onsite health center at no additional cost.
- Provides senior living housing with entrance fee and refundable fee optionsOffers entrance fee apartment homes in Phoenix, AZ, with a refundable fee plan that provides access to housing and future healthcare services, including 90 days of care in an onsite health center at no additional cost.
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financials · form 990 · fy2021
revenue
Total revenue$38.23M
Contributions & grants$6.38M17%
Program service revenue$30.24M79%
Investment income$1.34M4%
Other revenue$274K
expenses
Total expenses$39.24M
Program expenses88%
Admin / overhead11%
Fundraising1%
Salaries & benefits$17.30M
Grants paid out$0
Largest expense lineCompensation
balance sheet
Total assets$117.82M
Cash$11.56M
Investments$10.11M
Liabilities$140.57M
Net assets$-22.75M
Liquid reserves6.6 mo
3 years on record · 2019–2021 · YoY revenue +14.3%
leadership · form 990 part vii · fy2021
who runs it
paid leadership · 7
| Name | Title | Hours/wk | Compensation |
|---|---|---|---|
| MICHELLE JUST | PRESIDENT & CEO | 45 | $332K |
| ALLEN BLOCH | CFO | 45 | $207K |
| CHERYL KNUPP | VICE PRESIDENT - HR & RISK MANAGEMENT | 50 | $155K |
| DAVID RAGAN | CHIEF CULTURE OFFICER | 50 | $140K |
| LYNN DURAN | DIRECTOR HOME CARE SERVICES | 50 | $137K |
| TERESA BORTON | HEALTHCARE ADMINISTRATOR | 50 | $126K |
| TENA ALONZO | DIRECTOR OF DEMENTIA PROGRAMS | 50 | $117K |
board members · 16
- BILL HICKS — MEMBER
- BRAD STOUFFER — SECRETARY (TERM ENDED)
- BRETT HELGESON — MEMBER (TERM ENDED)
- CATHY LINDSTROM — MEMBER
- CRAIG THATCHER — MEMBER
- FRANK REID III — MEMBER
- GUY BERRY — MEMBER
- HERMAN ORCUTT — SECRETARY / CHAIR-ELECT
- JIM GREEN — IMMEDIATE PAST CHAIR (TERM ENDED)
- JOAN BAILEY — MEMBER
- KATE WELLS — MEMBER
- MICHAEL SCHEURICH — MEMBER (TERM ENDED)
- MIKE BONTRAGER — CHAIRMAN
- PEGGY MULLAN — MEMBER
- PHIL ADELMAN — MEMBER
- TODD SANDERS — MEMBER
relationships · 1
who they work with
- BMO Harris Bank Partner — Provides on-site banking services at Beatitudes Campus.