2025-08-12T11:01:04+00:00 2024-12-31 440160260 Forvis Mazars LLP 910 E St Louis 200 PO Box 1190 Springfield MO 658062523 990 2024-01-01 860335417 Tempe Life Care Village Inc TEMP 4808310880 2645 East Southern Avenue Tempe AZ 852827649 Shona Fitzgibbons Director of Finance 4808310880 2025-08-12 true Brian Todd P00422601 4178658701 2025-08-12 2024 2025-03-06 01:10:19Z Friendship Village of Tempe Cole Marvin 2645 East Southern Avenue Tempe AZ 852827649 77401631 false X http://www.friendshipvillageaz.com/ X 1976 AZ TO BE KNOWN AS THE LEADING RETIREMENT COMMUNITY THAT EMBRACES INDIVIDUALITY WHILE DELIVERING AN INNOVATIVE AND COMPASSIONATE ENVIRONMENT IN WHICH TO LIVE AND WORK. 10 10 851 85 0 1622662 661404 61991271 68909583 2438215 3663311 2532 0 66054680 73234298 0 0 0 0 31088363 33971073 0 0 0 32033434 35867407 63121797 69838480 2932883 3395818 237177811 232949039 258460563 249682709 -21282752 -16733670 X FRIENDSHIP VILLAGE TEMPE LIVES OUR LIFE-CARE PROMISE IN A COMMUNITY WHERE RESIDENTS AND STAFF ARE ENGAGED IN ENJOYING LIFE AS ONE. false false 26940653 0 17525620 THE ORGANIZATION PROVIDES SKILLED NURSING CARE TO RESIDENTS. THE FRIENDSHIP VILLAGE TEMPE HEALTH CARE CENTER PROVIDES COMPREHENSIVE SKILLED NURSING CARE. WE HAVE MAINTAINED A 5 STAR QUALITY RATING PER CMS FOR 2024 AND PREVIOUS YEARS. THERE IS A DEEP COMMITMENT TO PROVIDING THE BEST NURSING CARE POSSIBLE, INCLUDING SERVICES THAT RANGE FROM ASSISTANCE WITH DAILY ACTIVITIES TO INTENSIVE REHABILITATION PROGRAMS IN A COMFORTABLE, RELAXED SETTING. FOR THOSE THAT EVER NEED THE SERVICES OF THE HEALTH CARE CENTER, THEY RECEIVE CARE FROM PEOPLE THEY KNOW AND TRUST. IT GOES WITHOUT SAYING THEY'RE TREATED WITH DIGNITY AND RESPECT. 2024 YEAR-END CENSUS WAS 96.7% .(CONTINUED ON SCHEDULE O) 23195181 0 44397333 THE ORGANIZATION PROVIDES INDEPENDENT LIVING FACILITIES TO RESIDENTS. FRIENDSHIP VILLAGE IS AN ACTIVE SENIOR COMMUNITY. INDEPENDENT LIVING OFFERS RESIDENTS THE OPTION OF A SPACIOUS APARTMENT OR GARDEN HOME. BOTH OPTIONS PROVIDE OPEN FLOOR PLANS AND A WIDE VARIETY OF SERVICES AND AMENITIES. SERVICES OFFERED INCLUDE PAID UTILITIES, HOUSEKEEPING AND LAUNDRY SERVICES, MAINTENANCE, 24-HOUR SECURITY, AND TRANSPORTATION. AMENITIES AVAILABLE INCLUDE: MULTIPLE DINING OPTIONS, SPACIOUS COMMON AREAS, FULLY STAFFED FITNESS CENTER, RECREATION ROOM, ON-SITE PRIMARY CARE SERVICE, ARTS AND CRAFTS, COMPUTER LAB WITH CLASSES, LIBRARY, AND AUDITORIUM. DURING 2024, INDEPENDENT LIVING HAD AN AVERAGE OCCUPANCY RATE OF 97.0%. 4428511 0 5403234 THE ORGANIZATION PROVIDES ON-SITE ASSISTED LIVING TO RESIDENTS. FRIENDSHIP VILLAGE TEMPE OFFERS SECURE, COMFORTABLE ON-SITE ASSISTED LIVING APARTMENTS IN AN ATMOSPHERE THAT PROMOTES INDIVIDUAL WELL-BEING. FRIENDSHIP VILLAGE TEMPE PROVIDES ASSISTANCE WITH DAILY LIVING ACTIVITIES BASED ON EACH RESIDENT'S NEEDS. IF ADDITIONAL SENIOR CARE IS NEEDED, RESIDENTS HAVE ACCESS TO SKILLED NURSING AS PART OF THEIR LIFE CARE PLAN. DURING 2024, THE ASSISTED LIVING SECTION HAD AN AVERAGE RESIDENCY CAPACITY OF 93.9%, CONSISTING OF 23,378 DAYS OF CARE. AT THE NUNNENKAMP CENTER, RESIDENTS HAVE A CUSTOMIZED TREATMENT PLAN BASED ON INDIVIDUAL NEEDS. THE HIGHLY TRAINED STAFF HAS EARNED A STELLAR REPUTATION FOR THEIR COMMITMENT TO SENIOR CARE AT THE COMMUNITY. A WIDE RANGE OF ON-SITE THERAPY IS AVAILABLE, INCLUDING OCCUPATIONAL, PHYSICAL, AND REHABILITATIVE. 1009792 0 1583396 MEMORY CARE ASSISTED LIVING: MEMORY CARE ASSISTED LIVING (ASSISTED LIVING DEMENTIA) IS FOR RESIDENTS WHO REQUIRE THE ATTENTION OF SPECIALLY TRAINED STAFF FOR THE TREATMENT OF DEMENTIA OR COGNITIVE IMPAIRMENT. MEMORY CARE PROGRAMS PROVIDE ASSISTANCE WITH DAILY LIVING, INCLUDING THREE MEALS A DAY. STAFF IS TRAINED TO MEET THE NEEDS OF RESIDENTS IN THE DEMENTIA CARE AREAS. STAFFING IS MORE CONCENTRATED IN THE MEMORY CARE PORTION OF THE HEALTH CARE CENTER THAN IN THE NON-SPECIAL NEEDS AREA. DURING 2024, THE MEMORY CARE PROGRAM HAD AN AVERAGE OCCUPANCY RATE OF 99.2% AND A TOTAL OF 8,489 DAYS OF OCCUPANCY. 1009792 1583396 55574137 true true false true false false false false false false true false false false true false true false false false false false false false false false false false false true true false false false false false false false false false false false false false false false true false false false false true 142 0 true 851 true false false false false false false false false false false false false X 10 10 false true false false false false false true false false false false true true true true true true false true false false X Shona Fitzgibbons 4808313268 2645 East Southern Avenue Tempe AZ 852827649 DARRELL JENSEN BOARD VICE PRESIDENT 1.0 0.0 X X 0 0 0 DON CASSANO BOARD MEMBER 1.5 0.0 X X 0 0 0 MARC PULSIFER BOARD PRESIDENT 1.0 0.0 X X 0 0 0 ROSS RECK BOARD SECRETARY 1.0 0.0 X X 0 0 0 CATHY CRAWFORD BOARD MEMBER 1.0 0.0 X 0 0 0 COREY D WOODS BOARD MEMBER 1.0 0.0 X 0 0 0 KEVIN CAMBERG BOARD MEMBER BEG 05/24 1.0 0.0 X 0 0 0 SHELLEY BEATON-FOSTER BOARD MEMBER 1.0 0.0 X 0 0 0 SHIRLEY WELLS BOARD MEMBER 1.0 0.0 X 0 0 0 TODD PEARSON BOARD MEMBER 1.0 0.0 X 0 0 0 COLE MARVIN EXECUTIVE DIRECTOR 40.0 0.0 X 0 0 0 Shona Fitzgibbons Director of Finance 40.0 0.0 X 113585 0 10832 MARK YOUNG MARKETING DIRECTOR 40.0 0.0 X 380906 0 6964 Brittany Dudley Director of Nursing 40.0 0.0 X 156249 0 14624 CODY HECKER SALES COUNSELOR 40.0 0.0 X 177177 0 19626 JADYNE SCHMIDT HEALTH CARE ADMINISTRATOR 40.0 0.0 X 184139 0 5358 KIMBERLIE KNECHT SALES COUNSELOR 40.0 0.0 X 165230 0 19767 MARY ELLEN MAZAR SALES COUNSELOR 40.0 0.0 X 175634 0 4592 1352920 0 81763 14 false true false ZAXIS CONTRACTING LLC 20919 S 220 PL QUEEN CREEK AZ 85142 CONSTRUCTION 3735113 LCS Holding Company LLC Capital Square 400 Locust St Suite 820 Des Moines IA 503092334 Management Company 2656672 AllTeriors Floor Covering 214 S Price Rd suite 101 Tempe AZ 85281 Construction Company 2604328 Quality Care Rehab 8477 S Suncoast Blvd Homosassa FL 34446 Therapy Service 1808407 JS WALTZ CONSTRUCTION LLC 449 S 48th St Suite 105 Tempe AZ 85281 Construction Company 1089027 43 105986 555418 661404 NET PATIENT SERVICE REVENUE 623000 67390256 67390256 CAFETERIA INCOME 722514 887694 887694 OTHER RESIDENT SERVICES 812900 403052 403052 GUEST ACCOMMODATION 721000 101444 101444 OTHER INCOME 623000 127137 127137 0 0 0 0 68909583 1311176 1311176 0 0 6519468 4167333 2352135 0 2352135 2352135 0 0 0 0 0 0 73234298 68909583 0 3663311 0 0 512287 512287 27293059 23694141 3598918 217630 178189 39441 3921490 3329047 592443 2026607 1744442 282165 1188104 1188104 95598 95598 145300 145300 86532 86532 3797946 3559442 238504 0 701933 701933 8465933 6256092 2209841 340472 340472 3701123 3302083 399040 298947 215608 83339 99544 25148 74396 4062495 3236760 825735 9765777 7780803 1984974 547219 547219 MEDICAL SUPPLIES & DRUGS 1391013 1391013 LICENSES, DUES, SUBSCRIPTION 511133 300021 211112 BAD DEBT 435308 435308 EMPLOYEE EXPENSES 233030 126040 106990 0 0 0 0 69838480 55574137 14264343 0 4809918 4014991 8738217 7687424 0 0 1988240 1119038 0 0 0 0 5620000 117293 421649 500685 844284 880021 297407391 116975220 173964740 180432171 40644394 37792804 0 0 146369 404612 237177811 232949039 4967466 4594919 0 0 128378052 129496208 123571054 112776406 0 0 460934 288084 1083057 2527092 258460563 249682709 X -21383193 -16834857 100441 101187 -21282752 -16733670 237177811 232949039 3395818 1116569 36695 0 X false true true false X 679460 1149568 1370206 1622662 661404 5483300 47492177 48801749 57783839 61991271 68909583 284978619 0 0 0 48171637 49951317 59154045 63613933 69570987 290461919 0 0 0 539593 0 539593 0 0 0 0 0 0 0 0 0 539593 0 539593 289922326 1069193 1008171 1878563 1311176 5267103 0 0 1069193 1008171 1878563 1311176 5267103 0 0 0 0 0 0 0 48171637 51020510 60162216 65492496 70882163 295729022 0.98036 0.98360 0.02 0.01 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true 0 0 false Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY THE ORGANIZATION IS A MEMBER OF LEADING AGE AT BOTH THE NATIONAL AND STATE OF ARIZONA LEVEL. PART OF THE PURPOSE OF THESE ORGANIZATIONS IS TO DIRECT, DEVELOP, OR AFFECT PUBLIC POLICY AND LEGISLATION WITH REGARDS TO HEALTH CARE ISSUES. THE AMOUNT SPENT ON DUES ALLOCABLE TO LOBBYING ACTIVITIES IS NOT SPECIFICALLY KNOWN; HOWEVER, SUCH AMOUNTS ARE INSUBSTANTIAL. 1787642 1787642 260349906 95140477 165209429 422125 403465 18660 21208687 15748818 5459869 13639031 5682460 7956571 180432171 Federal Income Taxes DEPOSITS AND ADVANCE PMTS 1809364 CRAT AND ANNUITY LIABILITIES 77024 Refunds In Process 640704 2527092 74264335 1116569 0 0 0 1116569 73147766 86532 0 86532 73234298 69751948 0 0 0 0 69751948 86532 0 86532 69838480 Schedule D, Part X, Line 2 UNCERTAIN TAX POSITIONS MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. X X X false false false false false false false true false MARK YOUNG MARKETING DIRECTOR 108306 0 272600 0 0 0 0 0 6964 0 387870 0 0 0 MARY ELLEN MAZAR SALES COUNSELOR 53201 0 122433 0 0 0 4592 0 0 0 180226 0 0 0 JADYNE SCHMIDT HEALTH CARE ADMINISTRATOR 161712 0 22427 0 0 0 5358 0 0 0 189497 0 0 0 CODY HECKER SALES COUNSELOR 51344 0 125833 0 0 0 5002 0 14624 0 196803 0 0 0 KIMBERLIE KNECHT SALES COUNSELOR 50496 0 114734 0 0 0 2974 0 16793 0 184997 0 0 0 Brittany Dudley Director of Nursing 143289 0 12960 0 0 0 0 0 14624 0 170873 0 0 0 Schedule J, Part I, Line 7 Non-fixed payments MARKETING EMPLOYEES ARE PAID COMMISSIONS AND BONUSES DIRECTLY ASSOCIATED WITH SALES, CLOSINGS AND OCCUPANCY CRITERIA SET FORTH BY YEARLY GOALS ESTABLISHED BY ADMINISTRATION. HEALTH CARE ADMINISTRATOR AND DIRECTOR OF NURSING ORGANIZATIONAL GOALS BASED ON OCCUPANCY. A INDUSTRIAL DEVELOPMENT AUTHORITY OF TEMPE AZ 860439481 87972MBE1 2019-10-24 37012292 CONSTR. 40 IND. LIVING false false false B INDUSTRIAL DEVELOPMENT AUTHORITY OF TEMPE AZ 860439481 87982MBS0 2021-10-01 111951610 REFUND/CONSTR. 64 NEW false false false A 0 0 37012292 1673563 0 0 740246 0 0 32694000 0 1904483 2021 false false true true B 31130000 0 111951610 4917525 0 61869258 2036882 0 0 18203702 0 24924243 true false false true A false false false false false false 0.0 0.0 0.0 false false 0 false false B false false false false false false 0.0 0.0 0.0 false false 0 false false A false false false true false false 0 false false false 0 false false true B false true false false false false 0 false false false 0 false false true A true B true Schedule K, Part IV, Line 2c COLUMN A Issuer name: INDUSTRIAL DEVELOPMENT AUTHORITY OF TEMPE, AZ The calculation for computing no rebate due was performed on 10/09/2024 Form 990, Part III, Line 4a SKILLED NURSING CARE DURING 2024, THE HEALTH CARE CENTER HAD AN AVERAGE OCCUPANCY RATE OF 93.77%, WITH A TOTAL OF 43,930 PATIENT DAYS, INCLUDING MEDICARE, HMO, PRIVATE PAY, AND PERMANENT AND TEMPORARY ASSIGNMENT OF VILLAGE RESIDENTS. LIKE ASSISTED LIVING, SKILLED NURSING IS AVAILABLE TO RESIDENTS OF FRIENDSHIP VILLAGE, AS WELL AS TO NON-RESIDENTS IF SPACE IS AVAILABLE. IF EVER NEEDED, RESIDENTS ALSO HAVE ACCESS TO MEMORY CARE AS PART OF THEIR LIFE CARE PLAN. THE MONTESSORI PROGRAM FOR MEMORY CARE IS UNIQUE. THE FOCUS IS ON THE RESIDENT AS AN INDIVIDUAL AND CARE IS TAILORED AROUND THEIR SPECIFIC NEEDS. Form 990, Part III, Line 4d Description of other program services (Expenses $ 1,009,792 including grants of $ 0)(Revenue $ 1,583,396) MEMORY CARE ASSISTED LIVING: MEMORY CARE ASSISTED LIVING (ASSISTED LIVING DEMENTIA) IS FOR RESIDENTS WHO REQUIRE THE ATTENTION OF SPECIALLY TRAINED STAFF FOR THE TREATMENT OF DEMENTIA OR COGNITIVE IMPAIRMENT. MEMORY CARE PROGRAMS PROVIDE ASSISTANCE WITH DAILY LIVING, INCLUDING THREE MEALS A DAY. STAFF IS TRAINED TO MEET THE NEEDS OF RESIDENTS IN THE DEMENTIA CARE AREAS. STAFFING IS MORE CONCENTRATED IN THE MEMORY CARE PORTION OF THE HEALTH CARE CENTER THAN IN THE NON-SPECIAL NEEDS AREA. DURING 2024, THE MEMORY CARE PROGRAM HAD AN AVERAGE OCCUPANCY RATE OF 99.2% AND A TOTAL OF 8,489 DAYS OF OCCUPANCY. Form 990, Part VI, Line 3 Delegation of management duties TEMPE LIFE CARE VILLAGE HAS A MANAGEMENT CONTRACT WITH LIFE CARE SERVICES, LLC (LCS), UNDER WHICH LCS PROVIDES MANAGEMENT SERVICES INCLUDING, BUT NOT LIMITED TO, MARKETING, HUMAN RESOURCES, ACCOUNTING, INFORMATION TECHNOLOGY SERVICES, CLINICAL OVERSIGHT AND INSURANCE. IN ADDITION, LCS PROVIDES COMPENSATION FOR TEMPE LIFE CARE VILLAGE'S EXECUTIVE DIRECTOR AND ADMINISTRATOR OF RESIDENT SERVICES. TEMPE LIFE CARE VILLAGE ALSO REIMBURSES LCS WITH MONTHLY MANAGEMENT FEES FOR THE COMPENSATION PAID AND OTHER SERVICES PROVIDED. Form 990, Part VI, Line 8b Documentation of meetings held by committees of governing body THERE IS NO FORMAL DOCUMENTATION OF THE COMMITTEE MEETINGS AND ACTIONS. HOWEVER, EACH COMMITTEE REPORTS ITS ACTIVITY FOR THE MONTH AT EACH MONTHLY BOARD OF DIRECTORS GENERAL MEETING. THESE REPORTS ARE DOCUMENTED IN THE MINUTES OF THE BOARD OF DIRECTORS GENERAL MEETING. Form 990, Part VI, Line 11b Review of form 990 by governing body THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM BASED ON AUDITED FINANCIAL STATEMENTS AND INFORMATION PROVIDED BY THE ACCOUNTING DEPARTMENT OF THE ORGANIZATION. A DRAFT OF THE 990 IS REVIEWED IN DETAIL BY THE SENIOR MANAGEMENT TEAM OF TEMPE LIFE CARE VILLAGE. AFTER THE INTERNAL REVIEW, A DRAFT COPY OF THE 990 IS PRESENTED TO THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS. FINALLY, A DRAFT COPY OF THE 990 IS E-MAILED TO ALL MEMBERS OF THE BOARD OF DIRECTORS PRIOR TO FILING. Form 990, Part VI, Line 12c Conflict of interest policy CONFLICT OF INTEREST FORMS ARE DISTRIBUTED ANNUALLY TO THE BOARD OF DIRECTORS. THE SENIOR MANAGEMENT TEAM REVIEWS THOSE FORMS AND INFORMS THE CHAIRMAN OF THE BOARD OF ANY CONFLICTS OF INTEREST. IF A CONFLICT ARISES, THE AFFECTED BOARD MEMBER IS REQUIRED TO ABSTAIN FROM VOTING ON THE ISSUE. Form 990, Part VI, Line 15b Process to establish compensation of other employees THE ORGANIZATION'S MANAGEMENT COMPANY COMPENSATES THE EXECUTIVE DIRECTOR AND ASSOCIATE EXECUTIVE DIRECTOR. REIMBURSEMENT OF THEIR SALARIES AND OTHER COMPENSATION IS COVERED IN THE MANAGEMENT CONTRACT, WHICH THE BOARD APPROVED EFFECTIVE AUGUST 1, 2017 AND ADDED AMENDMENTS ON NOVEMBER 25, 2019. ANY INCREASES ARE APPROVED AS PART OF THE ANNUAL BUDGET PROCESS DESCRIBED BELOW. THE DIRECTOR OF FINANCE COMPENSATION IS DETERMINED BY WAGE AND SALARY SURVEYS USED BY THE ORGANIZATION'S HUMAN RESOURCES DEPARTMENT. IT IS APPROVED AS PART OF THE GENERAL BUDGET APPROVAL PROCESS BY THE BOARD FINANCE COMMITTEE AND THE ENTIRE BOARD OF DIRECTORS. APPROVAL IS RECORDED IN THE BOARD MEETING MINUTES IN OCTOBER EACH YEAR. Form 990, Part VI, Line 19 Required documents available to the public THE ORGANIZATION'S ARTICLES OF INCORPORATION AND BYLAWS, INCLUDING THE CONFLICT OF INTEREST POLICY, ARE FILED WITH THE ARIZONA CORPORATION COMMISSION. FINANCIAL REPORTS ARE PART OF THE ARIZONA DEPARTMENT OF INSURANCE ANNUAL REPORT AND ALSO REPORTED ON THE NRMSIRS (EMMA). Form 990, Part VII, Section A EXECUTIVE DIRECTOR COMPENSATION: THE ORGANIZATION'S EXECUTIVE DIRECTOR IS COMPENSATED BY A MANAGEMENT COMPANY. SEE SCHEDULE O NARRATIVE FOR FORM 990, PART VI, SECTION B, LINE 15B FOR ADDITIONAL INFORMATION. FRIENDSHIP VILLAGE OF TEMPE FOUNDATION 2645 E SOUTHERN AVE TEMPE AZ 85282 860564702 FUNDRAISING AZ 501(c)(3) NOT APPLICABLE false false false true false false false false false false false false false true true false false false false false