To serve seniors by enriching their physical, emotional, and spiritual health in a nurturing lifestyle at our communities. Our vision: to expand outreach and service to as many communities as god wills through expansion, acquisition, management contracts and programming.

501(c)(3) charity; gifts are tax-deductible.
88¢ of each $1 spent went to programs.
$1.2M paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2021 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
0 of 6
filings with a surplus
Average deficit $3.3M a year · 7% of revenue · last 6 filings
Concern: a surplus in 0 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
88%
of spending
Looks good: 88% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$1.2M
to officers and key staff · 2% of spending
Looks good: pay to officers and key staff is 2% of spending; 15% or less.
Pt VII · Sec A
2 mo
of spending, in cash
Plus $8.1M in investments, Pt X · Ln 11–13
Fine: 1.9 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $3.4M
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$98.1M
93% of total assets
Concern: liabilities are 93% of assets; over 80%.
Pt X · Ln 26
Independent board members
3
of 8 voting members
Worth a look: 3 of 8 voting members are independent, under half.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$43.4M
+19% vs prior year
Spent
$47.5M
To programs
88%
Net assets
$6.9M
By yearFY2020–FY2025
Revenue
$43.4M
FY2021▲ +19%
Tap a bar for its year
Revenue by fiscal year
FY2020$36.4M
FY2021$43.4M
FY2022$48.6M
FY2023$49.0M
FY2024$57.2M
FY2025$57.3M
Expenses
$47.5M
FY2021▲ +16%
Tap a bar for its year
Expenses by fiscal year
FY2020$40.8M
FY2021$47.5M
FY2022$50.6M
FY2023$55.7M
FY2024$57.4M
FY2025$59.7M
Net assets
$6.9M
FY2021▼ -26%
Tap a bar for its year
Net assets by fiscal year
FY2020$9.3M
FY2021$6.9M
FY2022$4.8M
FY2023−$1.3M
FY2024−$646K
FY2025−$2.6M

From the FY2021 Form 990 (year ending September 2021) · figures checked against the IRS filing · see the original

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You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Feb 1972.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

88 cents of each dollar spent went to programs.

Program services 88% · $41.9M Management & general 12% · $5.6M

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

16 people listed on the 990; $1.2M paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
Vice President (part Year)/Director
$247,751Pt VII · Sec A
Vice President & Director
$185,530Pt VII · Sec A
VP of Sales & Marketing
$150,120Pt VII · Sec A
VP of Strategy & Development
$149,699Pt VII · Sec A
VP Health Services
$127,417Pt VII · Sec A
Regional Director of Operations
$126,217Pt VII · Sec A
Regional Director of Operations
$125,428Pt VII · Sec A
Director
$28,500Pt VII · Sec A

Rick Summers’s $298K as Vice President & Director is at the 75th percentile of top reported officer pay among 3122 $10–100M human services nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Rick Summers$297,507$241,509$258,044$235,196$185,530$181,523
Larry Smith$32,775$30,500$30,667$30,875$247,751$250,623
Joshua Thomas$213,872$165,736$166,654$165,168$149,699$159,233
Kris Gillen$198,223$157,731$174,251$156,710$150,120$155,515
Brittney Moore$184,056$152,172————
Earl Saxon JR$176,195$150,034————
Bryan Beamer$174,136——$127,073——
Kristen Jacoby$169,236$133,698$139,275———

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Enriching seniors' physical, emotional, and spiritual health.

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Provided by the organization

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1 program · $41.9M · in their own filed words · FY2020
01

Development and operation of tax exempt assisted living communities, independent living communities, and memory care facilities for seniors in Arizona, Colorado, Missouri, Nebraska, and Texas. Cared for an average of 847 residents during the fiscal year ended 9/30/2021.

$41.9Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2020
Bslc IIFY2020$3.4M
Total grants receivedfrom 1 funder$3.4M
Grants paid · 9 grants · $753K · 2019–2024
Unitemized GrantFY2024$21,784
Onechild GlobalCO · FY2024$16,681
Convoy of HopeMO · FY2024$10,000
Vetter FoundationNE · FY2024$6,286
Unitemized GrantFY2023$20,719
Onechild GlobalCO · FY2023$9,315
Bethesda MinistriesonechildCO · FY2021$12,252
Bethesda MinistriesonechildCO · FY2020$555,467
Bethesda MinistriesonechildCO · FY2019$100,630

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$43.4M
Ln 12
Fees for servicesLn 2g$38.5M
Gifts and grantsLn 1h$4.6M
Investment incomeLn 3$185K
Money outPt IX
$47.5M
Ln 25
Programscol B$41.9M
Managementcol C$5.6M
Owns and owesPt X
$6.9M
net assets · Ln 32
Cash and savingsLn 1–2$7.6M
Total assetsLn 16$104.9M
LiabilitiesLn 26$98.1M
PeoplePt VI, VII
16
listed · VII A
PaidVII A9
Voting boardVI 1a8
IndependentVI 1b3
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$4.6M
Government grantsLn 1e$1.1M
Fees for servicesLn 2g$38.5M
Investment incomeLn 3$185K
Other incomeLn 4–11$174K
Gains on assetsLn 7$29K
Total revenueLn 12$43.4M
Assets in detailPt X, end of year
CashLn 1$7.6M
SavingsLn 2$49K
Cash and savings togetherLn 1–2$7.6M
InvestmentsLn 11–13$8.1M
Land, buildings, equipmentLn 10c$78.6M
Other assetsLn 15$1.9M
Total assetsLn 16$104.9M
LiabilitiesLn 26$98.1M
Net assetsLn 32$6.9M
OperationsPt I, VI
EmployeesI 51,840
VolunteersI 648
Fiscal year endsHeaderSeptember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3More from this return
BondsSch K, Pt X
Tax-exempt bond debt owedX 20$24.5M
Bond issues listedSch K Pt I1
Raised by those issuesSch K Pt I$28.3M
4Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$5.7M$7.6M
InvestmentsLn 11–13$7.1M$8.1M
Land, buildings, equipmentLn 10c$76.7M$78.6M
Total assetsLn 16$97.1M$104.9M
LiabilitiesLn 26$87.9M$98.1M
Net assetsLn 32$9.3M$6.9M
5Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$583K$583K
Pay of current officers, directors and key staffLn 5$366K$366K
Other salaries and wagesLn 7$18.6M$17.0M$1.5M
Pension plan contributionsLn 8$255K$218K$37K
Other employee benefitsLn 9$1.6M$1.5M$73K
Payroll taxesLn 10$1.6M$1.5M$124K
Management feesLn 11a$502K$502K
Legal feesLn 11b$138K$133K$4K
Accounting feesLn 11c$40K$9K$31K
Lobbying feesLn 11d$998$998
Investment management feesLn 11f$26K$26K
Other fees for servicesLn 11g$3.8M$2.2M$1.6M
Advertising and promotionLn 12$885K$865K$20K
Office expensesLn 13$3.8M$3.4M$348K
Information technologyLn 14$741K$276K$466K
OccupancyLn 16$3.4M$3.3M$89K
TravelLn 17$376K$86K$290K
Conferences, conventions and meetingsLn 19$131K$67K$64K
InterestLn 20$4.1M$4.1M
Depreciation, depletion and amortizationLn 22$4.9M$4.9M$26K
InsuranceLn 23$1.5M$1.5M$33K
Other expenses (24a–d)Ln 24$214K$208K$6K
All other expensesLn 24e$5K$1K$4K
Total functional expensesLn 25$47.5M$41.9M$5.6M$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $57.3M$59.7M−$2.4M−$2.6M 990 PDF
FY2024Filed with the IRS Aug 15, 2025 $57.2M$57.4M−$184K−$646K 990 PDF
FY2023Filed with the IRS Aug 15, 2024 $49.0M$55.7M−$6.6M−$1.3M 990 PDF
FY2022Filed with the IRS Aug 15, 2023 $48.6M$50.6M−$2.1M$4.8M 990 PDF
FY2021 ViewingFiled with the IRS Aug 15, 2022 $43.4M$47.5M−$4.1M$6.9M 990 PDF
FY2020Filed with the IRS Aug 13, 2021 $36.4M$40.8M−$4.5M$9.3M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support J · Pay O · Explanations
See the full FY2021 990 (6 parts)
Part I · Summary $43,407,177 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $752,639$4,593,894
I-9 Program service revenuePrior year $36,504,187$38,454,743
I-10 Investment incomePrior year −$1,231,099$184,782
I-11 Other revenuePrior year $330,152$173,758
I-12 Total revenuePrior year $36,355,879$43,407,177
I-13 Grants and similar amounts paidPrior year $140,615$583,439
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $19,382,522$22,342,864
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $21,285,663$24,563,411
I-18 Total expensesPrior year $40,808,800$47,489,714
I-19 Revenue less expensesPrior year −$4,452,921−$4,082,537
Part VI · Governance 3 of 8 board members independent, 1 to look at
VI-1a Voting members of the governing body8
VI-1b Independent voting members3
VI-2 Family or business relationship among officers or directorsYes
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $43,407,177 across 9 lines filed
Lines not itemized here account for $104,762 of total revenue; see the IRS return.
VIII-1d Related organizations$3,444,474
VIII-1e Government grants$1,130,962
VIII-1f All other contributions, gifts and grants$18,458
VIII-1h Total contributions, gifts and grants$4,593,894
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $38,454,743$38,454,743
VIII-3 Investment incomeExcluded from tax $155,967$155,967
VIII-6 Net rental income or lossUnrelated business $1,200 · Excluded from tax $67,796$68,996
VIII-7 Net gain or loss on sales of assetsExcluded from tax $28,815$28,815
VIII-12 Total revenueRelated to mission $38,559,505 · Unrelated business $1,200 · Excluded from tax $252,578$43,407,177
Part IX · Statement of functional expenses $47,489,714 across 23 lines filed
IX-1 Grants to domestic organizationsPrograms $583,439$583,439
IX-5 Pay of current officers, directors and key staffManagement $366,343$366,343
IX-7 Other salaries and wagesPrograms $17,045,430 · Management $1,532,428$18,577,858
IX-8 Pension plan contributionsPrograms $217,540 · Management $37,246$254,786
IX-9 Other employee benefitsPrograms $1,494,725 · Management $73,456$1,568,181
IX-10 Payroll taxesPrograms $1,451,430 · Management $124,266$1,575,696
IX-11a Management feesManagement $502,474$502,474
IX-11b Legal feesPrograms $133,338 · Management $4,419$137,757
IX-11c Accounting feesPrograms $8,600 · Management $30,993$39,593
IX-11d Lobbying feesManagement $998$998
IX-11f Investment management feesManagement $26,136$26,136
IX-11g Other fees for servicesPrograms $2,185,727 · Management $1,572,931$3,758,658
IX-12 Advertising and promotionPrograms $865,292 · Management $19,730$885,022
IX-13 Office expensesPrograms $3,430,312 · Management $348,147$3,778,459
IX-14 Information technologyPrograms $275,655 · Management $465,585$741,240
IX-16 OccupancyPrograms $3,322,246 · Management $88,846$3,411,092
IX-17 TravelPrograms $85,749 · Management $289,943$375,692
IX-19 Conferences, conventions and meetingsPrograms $67,211 · Management $63,714$130,925
IX-20 InterestPrograms $4,079,736$4,079,736
IX-22 Depreciation, depletion and amortizationPrograms $4,906,915 · Management $26,051$4,932,966
IX-23 InsurancePrograms $1,510,867 · Management $32,780$1,543,647
IX-24 Other expenses (24a–d)Programs $207,799 · Management $6,010$213,809
IX-24e All other expensesPrograms $1,337 · Management $3,870$5,207
IX-25 Total functional expensesPrograms $41,873,348 · Management $5,616,366 · Fundraising $0$47,489,714
Part X · Balance sheet $104,909,820 assets, 20 lines filed
Asset lines not itemized here account for $2,500,000; see the IRS return.
X-1 Cash, non-interest-bearingStart of year $5,658,263$7,600,911
X-2 Savings and temporary cash investmentsStart of year $66,715$48,585
X-4 Accounts receivableStart of year $854,764$1,051,487
X-8 Inventories for sale or useStart of year $107,625$92,036
X-9 Prepaid expenses and deferred chargesStart of year $555,638$522,071
X-10c Land, buildings and equipment, netStart of year $76,700,250$78,578,666
X-11 Publicly traded securitiesStart of year $4,266,226$2,468,530
X-12 Other securitiesStart of year $2,797,273$5,613,417
X-14 Intangible assetsStart of year $4,494,000$4,494,000
X-15 Other assetsStart of year $1,613,298$1,940,117
X-16 Total assetsStart of year $97,114,052$104,909,820
X-17 Accounts payable and accrued expensesStart of year $2,782,867$3,205,758
X-19 Deferred revenueStart of year $233,687$232,606
X-20 Tax-exempt bond liabilitiesStart of year $25,192,077$24,538,039
X-24 Unsecured notes and loans payable$5,892,000
X-25 Other liabilitiesStart of year $50,432,859$53,140,449
X-26 Total liabilitiesStart of year $87,852,474$98,056,701
X-27 Net assets without donor restrictionsStart of year $9,261,578$6,853,119
X-32 Total net assets or fund balancesStart of year $9,261,578$6,853,119
X-33 Total liabilities and net assetsStart of year $97,114,052$104,909,820
Part XI · Reconciliation of net assets $6,853,119 net assets at year end
XI-1 Total revenue$43,407,177
XI-2 Total expenses$47,489,714
XI-3 Revenue less expenses−$4,082,537
XI-4 Net assets at start of year$9,261,578
XI-5 Net unrealized gains (losses) on investments$1,112,994
XI-9 Other changes in net assets$561,084
XI-10 Net assets at end of year$6,853,119

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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