2026-04-13T19:31:15-04:00 2025-05-31 200079326 DZA PLLC 12015 E MAIN AVE SPOKANE VALLEY WA 99206 990 2024-06-01 911472275 ROCKWOOD RESIDENTS' FOUNDATION ROCK 5095366650 2903 E 25TH AVE STE OFC SPOKANE WA 99223 CHARLES WELLS CFO 5095366650 2026-04-13 true true RIKKI PATCH P01472231 5092420874 2026-04-13 2024 2025-03-06 01:10:19Z JAMES MAXWELL 2903 E 25TH AVE STE OFC SPOKANE WA 99223 1429259 false X N/A X 1990 WA TO ASSIST ROCKWOOD RETIREMENT COMMUNITIES IN CARRYING OUT ITS MISSION - TO PROVIDE HOUSING AND SERVICES FOR SENIORS WITH A COMMITMENT TO EXCELLENCE IN PROMOTING INDEPENDENCE, WELLNESS AND LIFELONG VITALITY. 13 13 0 13 0 814271 805071 0 318691 454840 92543 155560 1225505 1415471 545911 451363 0 0 0 0 30539 36950 576450 488313 649055 927158 11266408 13103033 196656 610146 11069752 12492887 TO ASSIST ROCKWOOD RETIREMENT COMMUNITIES IN CARRYING OUT ITS MISSION - TO PROVIDE HOUSING AND SERVICES FOR SENIORS WITH A COMMITMENT TO EXCELLENCE IN PROMOTING INDEPENDENCE, WELLNESS AND LIFELONG VITALITY. false false 451363 451363 ASSISTANCE TO SPOKANE UNITED METHODIST HOMES (ROCKWOOD SOUTH), TO COMPENSATE IT FOR AMOUNTS NOT RECEIVED FROM RESIDENTS WHO ARE UNABLE TO MAKE MONTHLY SERVICE FEE PAYMENTS. ASSISTANCE TO SPOKANE UNITED METHODIST HOMES (ROCKWOOD SOUTH HILL AND ROCKWOOD AT WHITWORTH) FOR COMMUNITY IMPROVEMENTS/ADDITIONS, OTHER RESIDENT PROGRAMS AND SUPPORT FOR EMPLOYEE PROGRAMS. THE FOUNDATION CONTRIBUTED APPROXIMATELY 298,000 TO COMPENSATE FOR RESIDENTS UNABLE TO PAY, APPROXIMATELY 77,000 FOR THE RESIDENT BENEFIT PROGRAM, APPROXIMATELY 6,000 FOR CAPITAL CONTRIBUTIONS, AND APPROXIMATELY 71,000 FOR EMPLOYEE SUPPORT DURING THE YEAR ENDED MAY 31, 2025. 451363 true true false false false false false false false true false false false false true true false true false false false false false false true false false true false true false false false false false false false false false false false false false true false false false true 0 0 0 false false false false false false false false false false false false X 13 13 true true false false false false false true true false false true true true true true true false false false WA X CHARLES WELLS 5095366650 2903 E 25TH AVE STE OFC SPOKANE WA 99223 JAMES MAXWELL CEO 4.00 46.00 X 0 418760 38835 CHARLES WELLS CFO 6.00 49.00 X 0 204372 17912 PATTY CONATY CHAIR 1.00 1.00 X X 0 0 0 DEBBIE TAKAMI VICE CHAIR 1.00 X X 0 0 0 RICK BOUTZ TRUSTEE 1.00 X 0 0 0 CHARLENE CLARK TRUSTEE 1.00 X 0 0 0 KARIN BROCKSBANK TRUSTEE 1.00 X 0 0 0 HAL HUNT TRUSTEE 1.00 X 0 0 0 PETER JOSS TRUSTEE 1.00 X 0 0 0 DIANE KELLY TRUSTEE 1.00 X 0 0 0 STEVE KOEHLER TRUSTEE 1.00 X 0 0 0 CHRISTI SMITH TRUSTEE 1.00 X 0 0 0 LOIS THOMASON TRUSTEE 1.00 X 0 0 0 RAYE WENTWORTH TRUSTEE 1.00 X 0 0 0 JUDI YOUNG TRUSTEE 1.00 X 0 0 0 623132 56747 false true false 15318 789753 805071 425531 425531 29309 29309 29309 29309 70195 15318 11160 59035 59035 99153 2628 96525 96525 1415471 610400 451363 451363 25197 25197 10076 10076 1677 1677 488313 451363 36950 0 300720 168401 281514 385132 306450 327013 10252147 12222487 125577 11266408 13103033 196656 610146 196656 610146 X 3222056 3874548 7847696 8618339 11069752 12492887 11266408 13103033 X 927158 467902 28075 X true X true X true false X X 1 SPOKANE UNITED METHODIST HOMES 910715658 10 true 451363 0 1 451363 0 true false false false false false false false false false false false false false false true false RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8967856 895652 805740 -374800 10294448 7668196 472844 1215706 -388890 8967856 7463860 622359 -32606 -385417 7668196 7188478 1236876 -657985 -303509 7463860 5639797 362047 1453634 -267000 7188478 0.31000 0.69000 false false ANNUITY PAYABLE FROM CRT 353588 DUE TO SPOKANE UNITED METHODIST HOME 256558 610146 X SCHEDULE D, PAGE 3, PART X THE FOUNDATION IS QUALIFIED AS EXEMPT FROM FEDERAL INCOME TAX UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). ACCORDINGLY, NO PROVISION FOR INCOME TAX IS NECESSARY. THE FOUNDATION EVALUATES UNCERTAIN TAX POSITIONS WHEREBY THE EFFECT OF THE UNCERTAINTY WOULD BE RECORDED IF THE OUTCOME WAS CONSIDERED PROBABLE AND REASONABLY ESTIMABLE. AS OF MAY 31, 2025 AND 2024, THE FOUNDATION HAD NO UNCERTAIN TAX POSITIONS REQUIRING ACCRUAL. AUCTION 85513 15318 70195 6400 1035 3725 85513 15318 70195 6400 1035 3725 11160 59035 true SPOKANE UNITED METHODIST HOMES RESIDENT BENEFIT 2903 E 25TH AVENUE SUITE OFC SPOKANE WA 99223 910715658 3 77200 RESIDENT BENEFIT SPOKANE UNITED METHODIST HOMES RESIDENT SUPPORT 2903 E 25TH AVENUE SUITE OFC SPOKANE WA 99223 910715658 3 297600 RESIDENT SUPPORT SPOKANE UNITED METHODIST HOMES CAPITAL CONTRIBUTION 2903 E 25TH AVENUE SUITE OFC SPOKANE WA 99223 910715658 3 5879 CAPITAL CONTRIBUTION SPOKANE UNITED METHODIST HOMES EMPLOYEE SUPPORT 2903 E 25TH AVENUE SUITE OFC SPOKANE WA 99223 910715658 3 70684 EMPLOYEE SUPPORT 1 SCHEDULE I, PAGE 1, PART I, LINE 2 THE FOUNDATION MONITORS ITS FINANCIAL ASSISTANCE OF SPOKANE UNITED METHODIST HOMES (SUMH) DOING BUSINESS AS ROCKWOOD RETIREMENT COMMUNITIES BY MAINTAINING CLOSE CONTACT BETWEEN THE GOVERNING BODIES. REQUESTS FOR FINANCIAL ASSISTANCE GENERALLY ARE INITIATED FROM THE SUMH CEO AND/OR BOARD OF TRUSTEES AND APPROVED BY THE FOUNDATION BOARD PRIOR TO DISBURSEMENT. false false false false false false false false false JAMES MAXWELL CEO 353760 65000 27345 11490 457595 CHARLES WELLS CFO 185372 19000 17912 222284 SCHEDULE J, PAGE 1, PART I, LINE 3 THE ORGANIZATION'S RELATED ORGANIZATION, SPOKANE UNITED METHODIST HOMES (SUMH), COMPENSATED THE ORGANIZATION'S CEO & CFO FOR SERVICES PROVIDED TO BOTH ORGANIZATIONS. THE SUMH BOARD OF TRUSTEES USES DATA FROM THE COMPILATION OF 990S OF OTHER ENTITIES IN THE SAME AND SIMILAR INDUSTRIES TO DETERMINE THE CEO'S COMPENSATION. THE SUMH BOARD'S EXECUTIVE COMMITTEE IS IN CHARGE OF THIS PROCESS AND MAKES THE FINAL DECISION ON THE CEO'S COMPENSATION. THE SUMH BOARD AS A WHOLE THEN REVIEWS THIS DECISION. FORM 990, PAGE 6, PART VI, LINE 2 JAMES MAXWELL SPOKANE UNITED METHODIST HOMES OFFICER BUSINESS RELATIONSHIP CHARLES WELLS SPOKANE UNITED METHODIST HOMES OFFICER BUSINESS RELATIONSHIP FORM 990, PAGE 6, PART VI, LINE 3 ROCKWOOD RESIDENTS' FOUNDATION UTILIZED EMPLOYEES OF SPOKANE UNITED METHODIST HOMES AS ITS CHIEF EXECUTIVE OFFICER AND CHIEF FINANCIAL OFFICER. THESE INDIVIDUALS SPEND AN AVERAGE OF 4-6 HOURS PER WEEK ON FOUNDATION DUTIES. FORM 990, PAGE 6, PART VI, LINE 11B A COPY OF THE FORM 990 IS PROVIDED TO THE CFO WHO REVIEWS THE FORM, SCHEDULES, AND RELATED ATTACHMENTS. ANY COMMENTS OR QUESTIONS ARE ADDRESSED WITH THE PREPARER AND A REVISED DRAFT IS DISTRIBUTED TO THE BOARD OF TRUSTEES. THE TRUSTEES ARE THEN GIVEN TIME TO SEND IN COMMENTS AND QUESTIONS. ONCE THE BOARD AND MANAGEMENT ARE SATISFIED WITH THE FORM 990, THE CFO SIGNS THE FORM 8879-TE AUTHORIZING THE PREPARER TO E-FILE THE RETURN. FORM 990, PAGE 6, PART VI, LINE 12C THE ORGANIZATION ANNUALLY DISTRIBUTES A COPY OF ITS CONFLICT OF INTEREST POLICY FOR THE BOARD OF TRUSTEES TO REVIEW, DISCLOSE ANY POTENTIAL CONFLICTS, AND SIGN. IN ADDITION, ALL OFFICERS OF RELATED ORGANIZATIONS AND MEMBERS OF THE BOARD OF TRUSTEES ARE OBLIGATED TO DISCLOSE IN WRITING THE NATURE AND EXTENT OF ANY DIRECT OR INDIRECT INTEREST ANY SUCH PERSON OR ANY MEMBER OF HIS OR HER IMMEDIATE FAMILY HAS IN ANY ENTITY DOING BUSINESS WITH THE ORGANIZATION OR HAVING ANY FINANCIAL INTEREST IN ANY DEALINGS WITH THE ORGANIZATION. FORM 990, PAGE 6, PART VI, LINE 19 THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9 CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENT 28,075 SPOKANE UNITED METHODIST HOMES DBA ROCKWOOD RETIREMENT COMMUNITITE 2903 E 25TH AVENUE SPOKANE WA 99223 910715658 HOUSING WA 501C3 10 N/A false APPLEWAY COURT 202 2903 E 25TH AVENUE SPOKANE WA 99223 264423348 HOUSING WA 501C3 7 N/A false APPLEWAY COURT II AFFORDABLE HOUSIN 9706 E APPLEWAY BOULEVARD SPOKANE WA 99206 461362556 HOUSING WA N/A false false APPLEWAY COURT II MANAGEMENT LLC 2903 E 25TH AVENUE SPOKANE WA 99223 461992643 MANAGEMENT WA N/A false false false true false true false false false false false false false true false true true false false false false