Haverland Carter Lifestyle Group
- Assets
- $60.1m
- Revenue
- $9.9m
- Investments
- $0.0
- Employees
- 164
- Location
- Albuquerque, NM
- Founding
- 12/2010
- Data as of
- 03/2021
- EIN
- 27-2027950
Organization Overview
Haverland Carter Lifestyle Group is located in Albuquerque, NM. The organization was established in 2010. According to its NTEE Classification (L22) the organization is classified as: Senior Citizens Housing & Retirement Communities, under the broad grouping of Housing & Shelter and related organizations. As of 03/2022, Haverland Carter Lifestyle Group employed 164 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Haverland Carter Lifestyle Group is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 03/2021, Haverland Carter Lifestyle Group generated $9.9m in total revenue. This organization has experienced exceptional growth, as over the past 6 years, it has increased revenue by an average of 22.7% each year . All expenses for the organization totaled $12.8m during the year ending 03/2021. While expenses have increased by 28.8% per year over the past 6 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
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.
Describe the Organization's Program Activity:
Part 3 - Line 4a
ENHANCEMENT OF THE WELL-BEING AND QUALITY OF LIFE FOR OLDER PERSONS THROUGH PREMIER MANAGEMENT SERVICES WITH COMPETENCY, COMPASSION, AND ETHICAL BEHAVIOR.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
E Deann Eaton CEO | Officer | 1 | $294,505 |
Angie Julian CFO | Officer | 1 | $159,389 |
Linda Givens Executive Director | Officer | 1 | $158,718 |
David Rodriguez Executive Director | 40 | $139,537 | |
Christina Akes Executive Director | Officer | 1 | $136,276 |
David Walbright Director Of Sales And Marketing | 1 | $135,680 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Nursecore Denver Staffing Agency | 3/30/19 | $163,690 |
Canfield Funding Llc Staffing Agency | 3/30/19 | $239,505 |
Integrated Healthcare Staffing Staffing Agency | 3/30/19 | $161,182 |
All Team Staffing Staffing Agency | 3/30/19 | $151,299 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $1,171,129 |
| All other contributions, gifts, grants, and similar amounts not included above | $1,875 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $1,173,004 |
| Total Program Service Revenue | $8,590,669 |
| Investment income | $105,588 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | -$5,405 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $9,864,395 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $30,554 |
| Compensation of current officers, directors, key employees. | $30,554 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $4,220,313 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $302,388 |
| Payroll taxes | $290,736 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $5,392 |
| Fees for services: Accounting | $10,358 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $5,508 |
| Fees for services: Other | $141,088 |
| Advertising and promotion | $143,156 |
| Office expenses | $134,555 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $316,378 |
| Travel | $102,204 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $938 |
| Interest | $3,337,319 |
| Payments to affiliates | $2,026,660 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $218,412 |
| All other expenses | $260,833 |
| Total functional expenses | $12,753,056 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $828,611 |
| Savings and temporary cash investments | $6,214,385 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $6,479,382 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $146,345 |
| Net Land, buildings, and equipment | $39,018,211 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $7,302,912 |
| Other assets | $156,902 |
| Total assets | $60,146,748 |
| Accounts payable and accrued expenses | $6,094,613 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $45,998,547 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $13,126,175 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $1,923,780 |
| Total liabilities | $67,143,115 |
| Net assets without donor restrictions | -$6,996,367 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $60,146,748 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Presbyterian Village North Dallas, TX | $220,743,885 | $46,469,442 |
Montereau Inc Tulsa, OK | $185,837,162 | $41,785,985 |
Buckner Senior Living Inc Dallas, TX | $215,344,263 | $20,049,948 |
La Vida Llena Albuquerque, NM | $163,809,368 | $31,265,301 |
Mirabella At Asu Inc Tempe, AZ | $298,424,373 | $6,088,723 |
The Legacy Midtown Park Inc Dallas, TX | $173,980,133 | $7,399,995 |
Sun Health Grandview Terrace Sun City West, AZ | $62,483,785 | $23,188,169 |
Christian Living Communities Englewood, CO | $42,962,159 | $17,819,657 |
Bst Senior Living West Inc San Antonio, TX | $112,083,644 | $24,466,156 |
Incarnate Word Retirement Community Inc San Antonio, TX | $10,969,268 | $19,152,851 |
Neighborhood In Rio Rancho Rio Rancho, NM | $43,319,912 | $14,930,529 |
Bccu Inc Clearfield Woods Cross, UT | $32,325,900 | $16,937,204 |