Haverland Carter Lifestyle Group
Donations deductibleHaverland Carter Lifestyle Group's network
13 people5 organisationsi13 people and 5 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (13). Violet dotted lines (7) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
13 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record. The organisation reported 3 voting members of its governing body on its latest Form 990 Part VI; we list 13 in Part VII (Part VII does not always name every voting member).| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Marie Trigg Chair | Chair (Through April 2024) | 2019 | 7 yrs |
| Alison Schuler | Member (Through April 2024) | 2023 | 3 yrs |
| Dan Shapiro | Vice-Chair (Through April 2024) | 2020 | 6 yrs |
| Don Hossink | Company secretary | 2020 | 6 yrs |
| Doug Wilson | Director | 2024 | 2 yrs |
| Edward Licon (also filed as ED Licon) | Secretary/Treasurer | 2019 | 7 yrs |
| Edward Licon Secretary | Treasurer (Through April 2024) | 2024 | 2 yrs |
| Jessica Turnley | Member (Through April 2024) | 2023 | 3 yrs |
| Marcia Lubar | Member (Through April 2024) | 2020 | 6 yrs |
| Regner Rider | Member (Through April 2024) | 2020 | 6 yrs |
| Renee Ennis | Member (Through April 2024) | 2020 | 6 yrs |
| Terry Shirrod | Vice-Chair | 2024 | 2 yrs |
| Walt Arnold | Member (Through April 2024) | 2019 | 7 yrs |
Officers and senior leadership
18 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Andre Hawkins | Past CFO | since 2019 |
| Angie Julian | CFO | since 2020 |
| Ann Knight | Marketing | 2020 |
| Blake Wallace | Director of Sales and Marketing | since 2023 |
| Christina Akes | Executive Director | since 2020 |
| Dan Chavez | Corporate Director of Development | 2019 |
| David Rodriguez | Executive Director | since 2021 |
| David Walbright | Director of Sales and Marketing | since 2019 |
| DON MAY | Past CFO | 2020 |
| E Deann Eaton | CEO | since 2019 |
| James Goodman | Director Community Involvement | since 2020 |
| Judith Helms | Executive Director | 2019 |
| Laura Broecker | Corporate Director of Operations | since 2022 |
| Linda Givens | Executive Director | since 2019 |
| Lynne Carlberg | Director of Corporate HR | since 2020 |
| Margaret Farrar | Executive Director | 2024 |
| Mary Besson | Executive Director | 2021 |
| Saralah Knutson | LPN | 2023 |
Pay and hours
year to 30 September 2025iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Doug Wilson | Chair | 1 | $0 | ||
| Terry Shirrod | Vice-Chair | 1 | $0 | ||
| Don Hossink | Secretary | 1 | $0 |
No pay was reported for anyone in Part VII on this return.
About
- Legal name
- Haverland Carter Lifestyle Group
- EIN
- 272027950
- Address
- 10501 Lagrima de Oro Ne, Albuquerque, NM, 87111-3737
- State
- New Mexico
- 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. (as filed on the Form 990)
- Activity (NTEE)
- L22 Housing and shelter
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Housing & Shelter
- Size band
- 8 (IRS master file code)
- Formed
- 2010
- Principal officer
- Doug Wilson (as named on the Form 990)
- IRS ruling date
- 1 December 2010
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 6, latest 2024
- IRS Publication 78
- PC (contributions deductible)
Most connected
Related organisations (Schedule R)
RelatedSUPPORTING ORGANIZATIONPacific Retirement Services IncRelatedPUBLIC FOUNDATIONPacific Retirement Services Foundation IncRelatedSENIOR HOUSINGRogue Valley ManorRelatedSENIOR HOUSINGThe Cumberland Rest Inc
Longest observed on the filings
≥7years on the filingsMarie Trigg
≥7years on the filingsEdward Licon
≥7years on the filingsWalt Arnold
≥6years on the filingsDan Shapiro
Latest return
year to 30 September 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 30 September 2025. US dollars, as filed.- Total assets
- $3m
- Total liabilities
- $9.9m
- Net assets or fund balances
- Minus $6.8m
- Contributions and grants received
- $0
- Program service revenue
- $104k
- Employees
- 16
- Volunteers
- 3
Filed finances
2 yearsiTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2024 | $4.3m | $9m | Deficit $4.7m |
| 2023 | $10.3m | $16.2m | Deficit $5.9m |
As filed on the IRS Form 990. US dollars.