Public Charity

HAVERLAND CARTER LIFESTYLE GROUP

HAVERLAND CARTER LIFESTYLE GROUP is a Public Charity headquartered in ALBUQUERQUE, NM. Financial data from the 2024 filing: $4.3M revenue, $9.0M expenses, $43.8M total assets.

EIN: 272027950 ALBUQUERQUE, NM Senior Citizens Housing & Retirement Communities NTEE: L22 Latest filing: 2024
Total Revenue$4.3M
Total Expenses$9.0M
Total Assets$43.8M
Grant Records0
Filing Years2020–2024

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.

Officers & Directors

MEMBER / MEMBER (THROUGH APRIL 2024) Alison Schuler
CFO Angie Julian
DIRECTOR OF SALES AND MARKETING Blake Wallace
VICE-CHAIR / VICE-CHAIR (THROUGH APRIL 2024) Dan Shapiro
EXECUTIVE DIRECTOR David Rodriguez
MEMBER / SECRETARY Don Hossink

Officer compensation and complete director data available with membership.

Financial Trends

Year Revenue Expenses Assets
2024 $4.3M $9.0M $43.8M
2023 $11.4M $14.5M $47.1M
2022 $8.6M $22.7M $48.1M
2021 $9.9M $12.8M $60.1M
2020 $8.2M $11.6M $61.4M

Between 2020 and 2024, reported annual revenue declined from $8.2M to $4.3M (-48%), with total assets most recently reported at $43.8M.

Interactive year-over-year charts and full filing details available with membership.

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