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 $7.70MLA POSADA PROVIDED ASSISTED LIVING SUITES TO 204 INDIVIDUALS PROVIDING THEM MORE HEALTH CARE AND ASSISTANCE WITH DAILY ACTIVITIES THAN NEEDED BY THOSE INDIVIDUALS IN THE INDEPENDENT HOUSING. THIS INCLUDES 37 PEOPLE IN A DEDICATED MEMORY CARE FACILITY, 55 IN HIGH ACUITY FACILITY, AND 112 IN A SOCIAL CARE FACILITY.
- #2 $1.06MHOME AND COMMUNITY BASED, THE ORGANIZATION PROVIDED 2,917 PERSON DAYS OF ADULT DAY CARE ON SITE FOR MENTALLY FRAIL ELDERLY; PROVIDED 10,378 NO CHARGE SENIOR LUNCHES ON SITE; PROVIDED 8,142 DAYS OF CHILD CARE ON SITE; PROVIDED 9,588 SEARCHES FOR WELL-BEING, MEAL ASSISTANCE & PHYSICAL EXERCISE AND PROVIDED 477 COUNSELING SESSIONS ON SITE. MANY SERVICES ARE SUBSIDIZED BY GRANTS AND DONATIONS AS WELL. THE COMMUNITY CONNECT APPLICATION FOR THE SMART PHONE HAD 4,613 USERS CONNECTING PEOPLE TO AVAILABLE SERVICES IN GREEN VALLEY.
named programs · 7 · from sources
what they call their work
Adult Day Services
Provides respite for caregivers and a supportive environment for adults during the day.
Behavioral Health Services
Offers counseling for seniors, families, and teens to support mental health.
Independent Living
Provides housing and services for seniors who can live independently, with a focus on resident-driven programs and amenities.
Integrated Health
Focuses on maintaining and improving residents' health through monitoring and mobilizing resources for any health changes.
La Posada Community Center
A social hub for seniors in Green Valley, fostering friendships, social interaction, and educational opportunities.
Los Niños del Valle Preschool/Child Care
An intergenerational preschool/daycare where children interact with resident volunteers.
Memory Care
Offers dignified and compassionate care for seniors with Alzheimer’s, Parkinson’s, dementia, and other memory disorders in a secure, residential-style setting with personalized suites and daily activities.
activities · 14 clusters
what they do
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Resident-Led Community Engagement 4 activities
- Engaging Residents in VolunteerismEngages residents of La Posada in volunteering at the café to support community engagement.
- Facilitating Resident VolunteerismEngages residents in volunteering at the on-site café to support community engagement.
- Support resident engagement and volunteerismEngages residents in volunteering at community facilities such as the café and supports resident-driven interest groups to promote community involvement and social connection.
- Volunteer Engagement at CaféEngages residents of La Posada in volunteering at the café to support community engagement.
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Residential Community Recreation Management 4 activities
- Maintaining Recreational and Cultural FacilitiesMaintains various recreational and cultural facilities including a Central Park, labyrinth, nature paths, Fitness Pavilion and Spa, indoor and outdoor pools, art studio, art gallery, Centre Stage, dog parks, Vensel Treasure Shoppe, sculpture garden, butterfly gardens, Cultural Arts Center and Stage, and a Genealogy Library, offering cultural arts programming.
- Maintaining Recreational and Wellness FacilitiesOperates and maintains various recreational and wellness facilities including a Central Park with a labyrinth and stage, nature paths, a Fitness Pavilion and Spa, indoor and outdoor pools, and dog parks.
- Maintaining Recreational and Wellness FacilitiesOperates and maintains various recreational and wellness facilities including a Central Park with a labyrinth, Zen Garden, butterfly haven, and stage, nature paths, a Fitness Pavilion and Spa, indoor and outdoor pools, and dog parks.
- Operate community and recreational amenitiesOperates a wide range of community amenities including a Community Center, Central Park with labyrinth and Zen Garden, sculpture and butterfly gardens, Cultural Arts Center and Stage, art studio and gallery, genealogy library, dog parks, fitness facilities, and scheduled events such as concerts and plays to support social engagement and recreation for residents and the public.
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Resident Support and Security Services 4 activities
- Offering Resident Support ServicesProvides a range of support services for residents including an in-house tech team, high-speed internet, RN Care management, concierge services, housekeeping, linen services, cable television, maintenance and repair, scheduled transportation, a 24-hour service center, parking, EV charging stations, and additional storage.
- Provide resident support and concierge servicesOffers concierge services, covered or garage parking, EV charging stations, additional storage, scheduled transportation, 24-hour service center, and routine maintenance to support resident convenience and quality of life.
- Providing Resident Support ServicesOffers a range of support services for residents including an in-house tech team, high-speed internet, RN Care management, concierge services, housekeeping, linen services, cable television, maintenance and repair, scheduled transportation, 24-hour service center, parking, EV charging stations, and additional storage.
- Providing Resident Support ServicesOffers a range of support services for residents including an in-house tech team, high-speed internet, concierge services, routine housekeeping and linen services, cable television, routine maintenance and repair, scheduled transportation, a 24-hour service center, covered or garage parking, EV charging stations, and additional storage options.
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Intergenerational Engagement Programs 4 activities
- Operate intergenerational child care programOperates Los Niños del Valle Preschool/Child Care, an intergenerational program where children interact with senior resident volunteers, fostering cross-generational engagement.
- Operating an Intergenerational Preschool/Child CareOperates Los Niños del Valle Preschool/Child Care, an intergenerational program where children interact with resident volunteers.
- Operating an Intergenerational Preschool/Child Care ProgramOperates Los Niños del Valle Preschool/Child Care, an intergenerational program where children interact with resident volunteers.
- Operating an Intergenerational Preschool/Child Care ProgramOperates Los Niños del Valle Preschool/Child Care, an intergenerational program where children interact with resident volunteers.
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Café-Based Youth Job Training 4 activities
- Operate public café and retail servicesOperates the Posada Java coffee shop and Vensel Treasure Shoppe, offering coffee, tea, baked goods, breakfast, and lunch items to the public, with free Wi-Fi, indoor and outdoor dining, online ordering for pickup, and concierge services.
- Operating a Public CaféOperates a café offering coffee, tea, baked goods, and breakfast and lunch items to the public, with free Wi-Fi and indoor/outdoor dining options, and online ordering for pickup.
- Operating a Public CaféOperates a café that offers coffee, tea, baked goods, and breakfast and lunch items to the public, with free Wi-Fi and indoor/outdoor dining options, and online ordering for pickup.
- Providing Dining and Café ServicesOperates a café offering coffee, tea, baked goods, and breakfast and lunch items to the public, with free Wi-Fi and online ordering for pickup.
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Continuing Care Retirement Communities 4 activities
- Operate senior living communityOperates a 130-acre senior living community in Green Valley, AZ, providing independent living services for approximately 700 residents, including private suites, routine housekeeping, maintenance, utilities, cable TV, internet, transportation, and 24-hour support services.
- Operating a Senior Living CommunityOperates a 130-acre senior living community in Green Valley, AZ, serving 700 residents with independent living services, integrated health services, and a wide range of activities, events, and trips.
- Operating a Senior Living CommunityOperates a 130-acre senior living community in Green Valley, AZ, serving 700 residents with independent living services and a wide range of amenities and activities.
- Operating a Senior Living CommunityOperates a 130-acre senior living community in Green Valley, AZ, serving 700 residents with independent living services, integrated health services, and a wide range of activities, events, and trips.
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Dementia Caregiver Support & Navigation 4 activities
- Provide specialized memory careProvides personalized memory care suites for seniors with Alzheimer's, Parkinson's, dementia, and other memory disorders in a secure, residential-style setting, including daily therapeutic activities, secured courtyards, walking paths, 24/7 care, medication administration, bathing assistance, and a 7-day-per-week memory care program.
- Providing Memory Care ServicesOffers personalized memory care suites for seniors with Alzheimer's, Parkinson's, dementia, and other memory disorders in a secure, residential-style setting, including daily stimulating activities, access to walking paths, and comprehensive amenities.
- Providing Memory Care ServicesOffers personalized memory care suites for seniors with Alzheimer's, Parkinson's, dementia, and other memory disorders in a secure, residential-style setting, including daily stimulating activities and access to specialized amenities.
- Providing Memory Care ServicesOffers personalized memory care suites for seniors with Alzheimer's, Parkinson's, dementia, and other memory disorders in a secure, residential-style setting, including daily stimulating activities, access to walking paths, and comprehensive amenities.
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Integrated Primary and Behavioral Health Care 3 activities
- Offering Integrated Health and Behavioral Health ServicesProvides integrated health services, including an on-site medical clinic, medical and dental offices, RN Care management, and behavioral health services such as counseling for seniors, families, and teens.
- Operating On-site Medical and Dental FacilitiesOperates an on-site Medical Clinic and provides medical and dental offices for residents.
- Providing On-site Medical and Dental ServicesOperates an on-site Medical Clinic and provides medical and dental offices for residents.
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Senior Meal Delivery and Congregate Dining 3 activities
- Operating a Community CenterOperates a Community Center in Green Valley that serves as a social hub for seniors, facilitating social interaction and gatherings.
- Operating a Community CenterManages a Community Center in Green Valley that serves as a social hub for seniors, facilitating social interaction and gatherings.
- Operating a Community Center and Adult Day ServicesManages a Community Center that serves as a social hub for seniors in Green Valley and provides Adult Day Services to offer respite for caregivers.
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Respite and Personal Care Support 3 activities
- Provide adult day and respite servicesOffers Adult Day Services in Green Valley to provide structured care and respite for caregivers, including social activities, health monitoring, and supportive care for seniors.
- Providing Adult Day ServicesOffers Adult Day Services to provide respite for caregivers in Green Valley.
- Providing Adult Day ServicesOffers Adult Day Services to provide respite for caregivers in Green Valley.
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Outpatient Behavioral Health Services 2 activities
- Providing Behavioral Health ServicesOffers Behavioral Health Services, including counseling for seniors, families, and teens.
- Providing Behavioral Health ServicesOffers Behavioral Health Services, including counseling for seniors, families, and teens.
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Care Management Certification Programs 2 activities
- Providing Staff Training for Memory CareEnsures staff are certified and receive continuous training in the latest modalities for specialized senior living memory care.
- Providing Staff Training for Memory CareEnsures staff are certified and receive continuous training in the latest modalities for specialized senior living memory care.
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Senior Social & Recreational Activities 1 activity
- Facilitating Resident Social and Cultural ActivitiesOffers multiple social, cultural, and recreational activities and supports resident-driven interest groups.
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Uncategorized 4 activities
- Deliver integrated health and wellness servicesOffers integrated health services including an on-site medical clinic with medical and dental offices, behavioral health counseling for seniors, families, and teens, RN care management, therapy and rehabilitation specialists, and wellness amenities such as a fitness pavilion, spa, indoor and outdoor pools, and high-speed internet for telehealth access.
- Operating Arts and Cultural FacilitiesOperates an art studio, art gallery, Centre Stage, Cultural Arts Center and Stage, and provides cultural arts programming.
- Providing Cultural Arts Facilities and ProgrammingOperates an art studio, art gallery, Centre Stage, and a Cultural Arts Center and Stage, offering cultural arts programming and maintaining a Genealogy Library.
- Staff Training for Memory CareProvides continuous training and certification for staff in the latest modalities for specialized senior living memory care.
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financials · form 990 · fy2021
the money
revenue
Total revenue$47.96M
Contributions & grants$1.57M3%
Program service revenue$41.44M86%
Investment income$4.19M9%
Other revenue$763K
expenses
Total expenses$41.78M
Program expenses67%
Admin / overhead33%
Fundraising0%
Salaries & benefits$22.15M
Grants paid out$566K
Largest expense lineCompensation
balance sheet
Total assets$182.05M
Cash$13.37M
Investments$59.63M
Liabilities$119.13M
Net assets$62.92M
Liquid reserves21.0 mo
2 years on record · 2020–2021 · YoY revenue +8.8%
leadership · form 990 part vii · fy2021
who runs it
paid leadership · 9
| Name | Title | Hours/wk | Compensation |
|---|---|---|---|
| JONI CONDIT | PRESIDENT/CEO | 50 | $408K |
| PAUL S IDE | SR VP/CFO/CIO | 50 | $327K |
| JIM CASANOVA | SR VP HR/FOUNDATION | 50 | $196K |
| STEVE KOLNACKI | EXEC DIR OPERATIONS | 50 | $189K |
| PAUL LOOMANS | VP MARKETING | 40 | $171K |
| JERRY WEYGINT | DIR INFO TECHNOLOGY | 40 | $137K |
| DAVID CURL | DIR FACILITIES | 40 | $127K |
| RODNEY TIMM | EXECUTIVE CHEF | 40 | $127K |
| LISA ISRAEL | PRESIDENT EMERITUS | 10 | $92K |
board members · 8
- DUANE BLUMBERG — BOARD TRUSTEE
- JANE LATEER — BOARD TRUSTEE
- NANCY PUCKETT — BOARD TRUSTEE
- PATTY SMALLSREED — BOARD TRUSTEE
- RICHARD DUCOTE — CHAIR ELECT
- SIMON DAVIS — CHAIR
- VIC FRESOLONE — BOARD TRUSTEE
- WILL BENNETT — BOARD TRUSTEE