Nonprofit · EIN 27-2027950
HAVERLAND CARTER LIFESTYLE GROUP
Tax-exempt · ALBUQUERQUE, NM 87111
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $1,326,866 | $473,503 | $853,363 | $3,049,271 | $9,865,799 | -$6,816,528 |
| September 30, 2024 | 990 | $4,317,120 | $8,988,690 | -$4,671,570 | $43,820,595 | $57,259,741 | -$13,439,146 |
| March 31, 2024 | 990 | $10,269,676 | $16,151,631 | -$5,881,955 | $44,507,484 | $73,406,116 | -$28,898,632 |
| March 31, 2023 | 990 | $11,388,453 | $14,523,561 | -$3,135,108 | $47,118,396 | $70,169,959 | -$23,051,563 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $104,321
- Investment income
- $1,222,545
- Net gain from sales of assets
- $1,176,668
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $12,605
- Professional fundraising fees
- $0
- Occupancy
- $24,995
- Depreciation
- $7,453
- Program services (functional)
- $353,334
- Management and general (functional)
- $120,169
Balance sheet and other
- Total assets, start of year
- $43,820,595
- Total assets, end of year
- $3,049,271
- Total liabilities, end of year
- $9,865,799
- Net assets, end of year
- -$6,816,528
- Land, buildings and equipment
- $17,537
- Net assets without donor restrictions
- -$6,816,528
- Gross receipts
- $1,334,883
- Employees
- 16
- Volunteers
- 3
- Year formed
- 2010
- State of legal domicile
- NM
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DOUG WILSON | CHAIR Trustee or director, Officer | 1 | $0 |
| TERRY SHIRROD | VICE-CHAIR Trustee or director, Officer | 1 | $0 |
| DON HOSSINK | SECRETARY Trustee or director, Officer | 1 | $0 |
990 for the year ended September 30, 2024: 14 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARIE TRIGG | CHAIR (THROUGH APRIL 2024) Trustee or director, Officer | 1 | $0 |
| DOUG WILSON | CHAIR Trustee or director, Officer | 1 | $0 |
| DAN SHAPIRO | VICE-CHAIR (THROUGH APRIL 2024) Trustee or director, Officer | 1 | $0 |
| TERRY SHIRROD | VICE-CHAIR Trustee or director, Officer | 1 | $0 |
| EDWARD LICON SECRETARY | TREASURER (THROUGH APRIL 2024) Trustee or director, Officer | 1 | $0 |
| DON HOSSINK | SECRETARY Trustee or director, Officer | 1 | $0 |
| WALT ARNOLD | MEMBER (THROUGH APRIL 2024) Trustee or director | 1 | $0 |
| RENEE ENNIS | MEMBER (THROUGH APRIL 2024) Trustee or director | 1 | $0 |
| MARCIA LUBAR | MEMBER (THROUGH APRIL 2024) Trustee or director | 1 | $0 |
| REGNER RIDER | MEMBER (THROUGH APRIL 2024) Trustee or director | 1 | $0 |
| ALISON SCHULER | MEMBER (THROUGH APRIL 2024) Trustee or director | 1 | $0 |
| JESSICA TURNLEY | MEMBER (THROUGH APRIL 2024) Trustee or director | 1 | $0 |
| E DEANN EATON | CEO Officer | 40 | $0 |
| ANGIE JULIAN | CFO Officer | 40 | $0 |
990 for the year ended March 31, 2024: 19 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| E DEANN EATON | CEO Officer | 40 | $1,143,874 | $40,053 |
| ANGIE JULIAN | CFO Officer | 40 | $212,552 | $20,642 |
| LAURA BROECKER | CORPORATE DIRECTOR OF OPERATIONS Highest-paid employee | 40 | $141,062 | $43,605 |
| LYNNE CARLBERG | DIRECTOR OF CORPORATE H.R. Highest-paid employee | 40 | $140,201 | $43,605 |
| BLAKE WALLACE | DIRECTOR OF SALES AND MARKETING Highest-paid employee | 40 | $167,794 | $9,697 |
| DAVID RODRIGUEZ | EXECUTIVE DIRECTOR Highest-paid employee | 40 | $145,412 | $28,943 |
| MARGARET FARRAR | EXECUTIVE DIRECTOR Highest-paid employee | 40 | $114,717 | $0 |
| MARIE TRIGG | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| DAN SHAPIRO | VICE-CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| EDWARD LICON | SECRETARY/TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| WALT ARNOLD | MEMBER Trustee or director | 1 | $0 | $0 |
| RENEE ENNIS | MEMBER Trustee or director | 1 | $0 | $0 |
| DON HOSSINK | MEMBER Trustee or director | 1 | $0 | $0 |
| MARCIA LUBAR | MEMBER Trustee or director | 1 | $0 | $0 |
| REGNER RIDER | MEMBER Trustee or director | 1 | $0 | $0 |
| ALISON SCHULER | MEMBER Trustee or director | 1 | $0 | $0 |
| TERRY SHIRROD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JESSICA TURNLEY | MEMBER Trustee or director | 1 | $0 | $0 |
| DOUG WILSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
990 for the year ended March 31, 2023: 21 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| E DEANN EATON | CEO Officer | 1 | $320,294 | $45,080 |
| ANGIE JULIAN | CFO Officer | 1 | $191,002 | $11,022 |
| SARALAH KNUTSON | LPN Highest-paid employee | 1 | $183,171 | $1,158 |
| LINDA GIVENS | EXECUTIVE DIRECTOR Officer | 1 | $149,122 | $15,740 |
| LYNNE CARLBERG | DIRECTOR OF CORPORATE HR Highest-paid employee | 1 | $128,415 | $32,986 |
| DAVID RODRIGUEZ | EXECUTIVE DIRECTOR Highest-paid employee | 40 | $140,672 | $18,722 |
| CHRISTINA AKES | EXECUTIVE DIRECTOR Officer | 1 | $138,386 | $14,932 |
| LAURA BROECKER | COO Highest-paid employee | 1 | $133,163 | $9,532 |
| BLAKE WALLACE | DIRECTOR OF SALES AND MARKETING Highest-paid employee | 1 | $108,563 | $778 |
| REGNER RIDER | CHAIR EMERITUS/MEMBER Trustee or director | 1 | $0 | $0 |
| EDWARD LICON | SECRETARY/TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| MARIE TRIGG | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| WALT ARNOLD | MEMBER Trustee or director | 1 | $0 | $0 |
| SHELLY L FRITZ | CHAIR EMERITUS/MEMBER (TERM ENDED 7/22) Trustee or director | 1 | $0 | $0 |
| RENEE ENNIS | MEMBER Trustee or director | 1 | $0 | $0 |
| DAN SHAPIRO | VICE-CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| THOMAS FISHER | MEMBER (TERM ENDED 7/22) Trustee or director | 1 | $0 | $0 |
| DON HOSSINK | MEMBER Trustee or director | 1 | $0 | $0 |
| MARCIA LUBAR | MEMBER Trustee or director | 1 | $0 | $0 |
| JESSICA TURNLEY | MEMBER Trustee or director | 1 | $0 | $0 |
| ALISON SCHULER | MEMBER Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 10501 LAGRIMA DE ORO NE, ALBUQUERQUE, NM 87111-3737
- Mailing address (990-N for 2011)
- 10501 Lagrima De Oro Road, Albuquerque NM 871113737
- Principal officer (990 for 2024)
- DOUG WILSON, 10501 LAGRIMA DE ORO NE, ALBUQUERQUE, NM 871113737
- Principal officer (990-N for 2011)
- DeAnn Eaton, 10501 Lagrima De Oro Road, Albuquerque NM 871113737
- Signed the 990
- DOUG WILSON, BOARD CHAIR
- Phone
- (505) 296-6700
- Website
- WWW.RETIRMENT.ORG
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
HAVERLAND CARTER LIFESTYLE GROUP, AS AN EXPRESSION OF CHRISTIAN MISSION, ENHANCES THE WELL-BEING AND QUALITY OF LIFE FOR OLDER PERSONS THROUGH PREMIER MANAGEMENT SERVICES WITH COMPETENCY, COMPASSION, AND ETHICAL BEHAVIOR.
Program accomplishments
- ENHANCEMENT OF THE WELL-BEING AND QUALITY OF LIFE FOR OLDER PERSONS THROUGH PREMIER MANAGEMENT SERVICES WITH COMPETENCY, COMPASSION, AND ETHICAL BEHAVIOR.Expenses $353,334 · revenue $104,321
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990 on file |
IRS record
- EIN
- 27-2027950
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2010
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Housing and shelter (L22)
- Assets (IRS master file)
- $3,049,271
- Income (IRS master file)
- $1,334,883
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $1,326,866 | $473,503 | $3,049,271 | XML |
| 990-T | September 2025 | – | – | – | IRS |
| 990 | September 2024 | $4,317,120 | $8,988,690 | $43,820,595 | XML |
| 990-T | September 2024 | – | – | – | IRS |
| 990 | March 2024 | $10,269,676 | $16,151,631 | $44,507,484 | XML |
| 990-T | March 2024 | – | – | – | IRS |
| 990 | March 2023 | $11,388,453 | $14,523,561 | $47,118,396 | XML |
| 990-T | March 2023 | – | – | – | IRS |
| 990 | March 2022 | $8,621,653 | $22,652,991 | $48,148,471 | IRS |
| 990-T | March 2022 | – | – | – | IRS |
| 990 | March 2021 | – | – | – | IRS |
| 990-T | March 2021 | – | – | – | IRS |
| 990 | March 2020 | – | – | – | IRS |
| 990 | March 2019 | – | – | – | IRS |
| 990 | March 2018 | – | – | – | IRS |
| 990-N for 2011 Officer: DeAnn Eaton | March 31, 2012 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 27-2027950).
Questions about HAVERLAND CARTER LIFESTYLE GROUP
- What is the EIN of HAVERLAND CARTER LIFESTYLE GROUP?
- The employer identification number (EIN) of HAVERLAND CARTER LIFESTYLE GROUP is 27-2027950.
- Is HAVERLAND CARTER LIFESTYLE GROUP tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2010.
- Are donations to HAVERLAND CARTER LIFESTYLE GROUP tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HAVERLAND CARTER LIFESTYLE GROUP file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of HAVERLAND CARTER LIFESTYLE GROUP due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HAVERLAND CARTER LIFESTYLE GROUP last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of HAVERLAND CARTER LIFESTYLE GROUP?
- The 990 for the year ended September 30, 2025 names DOUG WILSON.
- Who are the officers and directors of HAVERLAND CARTER LIFESTYLE GROUP?
- The 990 for the year ended September 30, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does HAVERLAND CARTER LIFESTYLE GROUP have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $1,326,866, expenses of $473,503 and total assets of $3,049,271 at year end.
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