Civic Intelligence

The Clarewood House Charitable Trust

EIN 76-6088628 • 501(c)3 • Houston, TX

Profile

The Clarewood House Charitable Trust provides support to Clarewood House, Inc. by operating and managing endowment funds to be used for charitable purposes in which Clarewood House, Inc. engages.

7400 Clarewood DriveHouston, TX 77036

www.clarewoodhouse.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

20th percentile

0.02x

Higher debt load relative to assets than 20% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

48th percentile

0.21x

Higher debt load relative to revenue than 48% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

79th percentile

27%

Higher net margin than 79% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

85th percentile

$374,163

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 30.7% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

53rd percentile

5.1%

Faster asset growth than 53% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

95th percentile

174%

Faster revenue growth than 95% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets20th percentile

Assets

Up

$14,878,644

Up $721,490 (+5.1%) from 2023

Liabilities

Up

$251,117

Up $234,472 (+1409%) from 2023

Net Assets

Up

$14,627,527

Up $487,018 (+3.4%) from 2023

Operations
Liabilities / Revenue48th percentileNet Margin79th percentile

Revenue

Up

$1,217,115

Up $773,578 (+174%) from 2023

Expenses

Up

$893,346

Up $594,343 (+199%) from 2023

Net Income

Up

$323,769

Up $179,235 (+124%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth53rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$20M$15M$10M$5.0M$0Assets 2010: $4,173,735Liabilities 2010: $0Net Assets 2010: $4,173,7352010Assets 2011: $4,091,172Liabilities 2011: $27,556Net Assets 2011: $4,063,6162011Assets 2012: $4,587,367Liabilities 2012: $86,612Net Assets 2012: $4,500,7552012Assets 2013: $5,317,985Liabilities 2013: $0Net Assets 2013: $5,317,9852013Assets 2014: $5,665,842Liabilities 2014: $83,188Net Assets 2014: $5,582,6542014Assets 2015: $5,662,572Liabilities 2015: $22,578Net Assets 2015: $5,639,9942015Assets 2016: $6,101,716Liabilities 2016: $22,551Net Assets 2016: $6,079,1652016Assets 2017: $6,863,871Liabilities 2017: $0Net Assets 2017: $6,863,8712017Assets 2018: $10,172,512Liabilities 2018: $0Net Assets 2018: $10,172,5122018Assets 2019: $12,114,410Liabilities 2019: $124,477Net Assets 2019: $11,989,9332019Assets 2020: $13,380,554Liabilities 2020: $101,614Net Assets 2020: $13,278,9402020Assets 2021: $15,303,796Liabilities 2021: $79,429Net Assets 2021: $15,224,3672021Assets 2022: $12,400,845Liabilities 2022: $15,272Net Assets 2022: $12,385,5732022Assets 2023: $14,157,154Liabilities 2023: $16,645Net Assets 2023: $14,140,5092023Assets 2024: $14,878,644Liabilities 2024: $251,117Net Assets 2024: $14,627,5272024

Highlighted filing

2024

Assets$14,878,644
Liabilities$251,117
Net Assets$14,627,527
Open 2024 Filing

Operations Trend

Revenue Growth95th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0M$4.0M$2.0M$0Expenses 2010: $77,5162010Expenses 2011: $127,5562011Expenses 2012: $139,0562012Revenue 2013: $235,295Expenses 2013: $108,227Net Income 2013: $127,0682013Revenue 2014: $308,776Expenses 2014: $102,412Net Income 2014: $206,3642014Revenue 2015: $456,533Expenses 2015: $41,781Net Income 2015: $414,7522015Revenue 2016: $666,704Expenses 2016: $53,124Net Income 2016: $613,5802016Revenue 2017: $385,260Expenses 2017: $121,273Net Income 2017: $263,9872017Revenue 2018: $4,800,910Expenses 2018: $164,867Net Income 2018: $4,636,0432018Revenue 2019: $503,494Expenses 2019: $172,445Net Income 2019: $331,0492019Revenue 2020: $238,451Expenses 2020: $146,713Net Income 2020: $91,7382020Revenue 2021: $1,533,751Expenses 2021: $114,140Net Income 2021: $1,419,6112021Revenue 2022: $896,474Expenses 2022: $459,866Net Income 2022: $436,6082022Revenue 2023: $443,537Expenses 2023: $299,003Net Income 2023: $144,5342023Revenue 2024: $1,217,115Expenses 2024: $893,346Net Income 2024: $323,7692024

Highlighted filing

2024

Revenue$1,217,115
Expenses$893,346
Net Income$323,769
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$14,878,644
Liabilities
$251,117
Net assets
$14,627,527
Revenue
$1,217,115
Expenses
$893,346
Net income
$323,769
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.9$0.25$14.6$1.22$0.89$0.32
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.2$0.02$14.1$0.44$0.30$0.14
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.4$0.02$12.4$0.90$0.46$0.44
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.3$0.08$15.2$1.53$0.11$1.42
2020Detailed filing. Detailed filing data is available for this year.$13.4$0.10$13.3$0.24$0.15$0.09
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.1$0.12$12.0$0.50$0.17$0.33
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.2$0.00$10.2$4.80$0.16$4.64
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.86$0.00$6.86$0.39$0.12$0.26
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.10$0.02$6.08$0.67$0.05$0.61
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.66$0.02$5.64$0.46$0.04$0.41
2014Detailed filing. Detailed filing data is available for this year.$5.67$0.08$5.58$0.31$0.10$0.21
2013Detailed filing. Detailed filing data is available for this year.$5.32$0.00$5.32$0.24$0.11$0.13
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.59$0.09$4.50$0.14
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.09$0.03$4.06$0.13
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.17$0.00$4.17$0.08
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 13, 2025
Return Version
2024v5.2
Gross Receipts
$4,341,057
Mission and Program Overview

Mission

The Clarewood House Charitable Trust provides support to Clarewood House, Inc. by operating and managing endowment funds to be used for charitable purposes in which Clarewood House, Inc. engages.

The Clarewood House Charitable Trust provides support to Clarewood House, Inc.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$14,009,737$14,715,616▲ $705,879
Savings and Temporary Cash Investments$77,542$93,153▲ $15,611
Total Assets$14,157,154$14,878,644▲ $721,490
Other Assets Total$69,875$69,875→ $0
Liabilities
Other Liabilities$12,047$244,876▲ $232,829
Escrow Account Liability$4,598$6,241▲ $1,643
Total Liabilities$16,645$251,117▲ $234,472
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$12,670,242$13,024,257▲ $354,015
Net Assets With Donor Restrictions$1,470,267$1,603,270▲ $133,003
Total Net Assets Fund Balance$14,140,509$14,627,527▲ $487,018
Total Liabilities and Net Assets / Fund Balance$14,157,154$14,878,644▲ $721,490

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$8,219,387-▲ $797,943-$9,017,330
2023$6,993,200-▲ $1,226,187-$8,219,387
2022$8,575,694-▼ $1,582,494-$6,993,200
2021$7,331,324-▲ $1,244,370-$8,575,694
2020$6,488,172-▲ $843,152-$7,331,324
Compensation and Service Providers
Top Officer Pay85th percentile

Board Members and Trustees

NameTitle
Richard SpawChair
Gary MaddoxVice Chair
Patrick PheiferExecutive Director
Jim HarrisonSecretary/Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$25,595
Program Service Revenue
$0
Investment Income
$1,191,520
Other Revenue
$0
All Other Contributions
$25,595
Change in Net Assets
$323,769
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$817,755
Other Expenses$75,591
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$817,755--$817,755
Fees for Service Investment Mgmnt Fees-$68,591-$68,591
Fees for Services Accounting-$7,000-$7,000
Total Functional Expenses$817,755$75,591$0$893,346
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Clarewood House IncHouston, TX501(c)(3)Resident assistance$817,755
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Clarewood House$244,876
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 6

“The Clarewood House, Inc. is the sole member of The Clarewood House Charitable Trust.”

Form 990, Part VI, Section A, line 7A

“Each successor to a trustee whose term shall have expired shall be elected at the annual meeting of the trust members for the year in which such trustee expired.”

Form 990, Part VI, Section B, line 11B

“The Chief Financial Officer and Executive Director review the draft of Form 990 and accompanying schedules. A copy of the Form is available to the board before filing with the IRS.”

Form 990, Part VI, Section B, line 12C

“All board members and officers of Clarewood House Inc. must disclose potential conflicts by completing an annual conflict of interest questionnaire. Clarewood's conflict of interest policy guides how conflicts are enforced and addressed. The governing board will exercise due diligence, which includes understanding the nature of the conflict and evaluating alternatives to any potential or actual conflict. If the governing board decides to consider a transaction involving a conflict, the conflicting member is excluded from both final deliberations and voting. Such actions, if they occur, are documented by the governing board. Clarewood's conflict of interest policy also addresses procedures for addressing any members' failure to disclose actual or possible conflicts of interest.”

Form 990, Part VI, Section C, line 19

“Upon request.”

Filing and Contact Details

Filer

Filer Name
The Clarewood House Charitable Trust
EIN
76-6088628
Phone
7137745821
Address
7400 Clarewood Drive, Houston, TX 77036

Signing Officer

Name
Patrick Pheifer
Title
Executive Director
Phone
7137745821
Signed
2025-09-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Patrick Pheifer
Formed
1993
Legal Domicile
TX
Voting Board Members
4
Independent Board Members
3
Employees
0
Volunteers
3

Preparer

Firm
Blazek & Vetterling
Address
2900 Weslayan Suite 200, Houston, TX 77027
Preparer
Barbara Murphy
Phone
7134395739
Supplemental Narrative

Financial Statement Notes

Part IV, Line 2B:

“The Clarewood Residents Association provides gratuities for workers at Clarewood House. Clarewood House Charitable Trust accepts gratuities from its residents, and the residents disburse them to specific employees. These are agency transactions, and they have set up liability and a corresponding cash account.”

Part V, Line 4:

“Endowment funds provide financial assistance and support for the various residents at Clarewood House.”

Raw XML AppendixShowing 400 of 429 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/ActivitiesConductedPrtshpInd00
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IRS990/AllOtherContributionsAmt025595
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IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Patrick Pheifer
IRS990/BooksInCareOfDetail/PhoneNum07137745821
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt07400 Clarewood Dr
IRS990/BooksInCareOfDetail/USAddress/CityNm0Houston
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990/BooksInCareOfDetail/USAddress/ZIPCd077036
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
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IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CreditCounselingInd01
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IRS990/CYContributionsGrantsAmt025595
IRS990/CYGrantsAndSimilarPaidAmt0817755
IRS990/CYInvestmentIncomeAmt01191520
IRS990/CYOtherExpensesAmt075591
IRS990/CYOtherRevenueAmt00
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IRS990/CYRevenuesLessExpensesAmt0323769
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0893346
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IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01217115
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0The Clarewood House Charitable Trust helps support the Clarewood House mission of providing comfortable, secure apartment living for senior adults. Gifts made to the Trust also help expand the services and amenities that provide comfort and care to the residents.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
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IRS990/DonorRestrictionNetAssetsGrp/EOYAmt01603270
IRS990/DonorRstrOrQuasiEndowmentsInd01
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IRS990/EmployeeCnt00
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IRS990/EscrowAccountLiabilityGrp/BOYAmt04598
IRS990/EscrowAccountLiabilityGrp/EOYAmt06241
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IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt07000
IRS990/FeesForServicesAccountingGrp/TotalAmt07000
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt068591
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt068591
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
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IRS990/Form990PartVIISectionAGrp/OfficerInd0X
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IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt327268
IRS990/Form990PartVIISectionAGrp/PersonNm0Richard Spaw
IRS990/Form990PartVIISectionAGrp/PersonNm1Gary Maddox
IRS990/Form990PartVIISectionAGrp/PersonNm2Jim Harrison
IRS990/Form990PartVIISectionAGrp/PersonNm3Patrick Pheifer
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt3346895
IRS990/Form990PartVIISectionAGrp/TitleTxt0Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary/Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt3Executive Director
IRS990/Form990ProvidedToGvrnBodyInd01
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IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
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IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantAmt0817755
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0817755
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0817755
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt03568503
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IRS990/GroupReturnForAffiliatesInd00
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IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt03
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0746959
IRS990/InvestmentInJointVentureInd00
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IRS990/LobbyingActivitiesInd00
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IRS990/NetUnrelatedBusTxblIncmAmt00
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IRS990/OperateHospitalInd00
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IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
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IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
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IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
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IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/OtherSupportSumAmt00
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IRS990ScheduleA/SupportedOrganizationsTotalCnt01
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IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0893346
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Clarewood House Inc
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
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IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.82220
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt08219387
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt09017330
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0797943
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt06993200
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt08219387
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01226187
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt08575694
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt06993200
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-1582494
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt07331324
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt08575694
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01244370
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt06488172
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt07331324
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0843152
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IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd01
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0244876
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Due to Clarewood House
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.05443
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Clarewood Residents Association provides gratuities for workers at Clarewood House. Clarewood House Charitable Trust accepts gratuities from its residents, and the residents disburse them to specific employees. These are agency transactions, and they have set up liability and a corresponding cash account.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1Endowment funds provide financial assistance and support for the various residents at Clarewood House.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part IV, Line 2b:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part V, Line 4:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.12337
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt0244876
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0817755
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Resident assistance
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Clarewood House Inc
IRS990ScheduleI/RecipientTable/RecipientEIN0741468123
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt07400 Clarewood Dr
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Houston
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0TX
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd077036
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0The organization only makes grants to its supported organization. The close relationship between the two organization's governing bodies serves to monitor the use of funds.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 2:
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IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
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IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0298154
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt018251
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt09017
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Patrick Pheifer
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0Executive Director
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0374163
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0The compensation package for the Executive Director of Clarewood House, Inc. is subject to review and approval of the Executive Committee to maintain reasonable compensation standards in line with market conditions. The Executive Committee determines the Executive Director's salary based on salary surveys.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 3:
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Clarewood House, Inc. is the sole member of The Clarewood House Charitable Trust.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Each successor to a trustee whose term shall have expired shall be elected at the annual meeting of the trust members for the year in which such trustee expired.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Chief Financial Officer and Executive Director review the draft of Form 990 and accompanying schedules. A copy of the Form is available to the board before filing with the IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3All board members and officers of Clarewood House Inc. must disclose potential conflicts by completing an annual conflict of interest questionnaire. Clarewood's conflict of interest policy guides how conflicts are enforced and addressed. The governing board will exercise due diligence, which includes understanding the nature of the conflict and evaluating alternatives to any potential or actual conflict. If the governing board decides to consider a transaction involving a conflict, the conflicting member is excluded from both final deliberations and voting. Such actions, if they occur, are documented by the governing board. Clarewood's conflict of interest policy also addresses procedures for addressing any members' failure to disclose actual or possible conflicts of interest.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section C, line 19
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IRS990ScheduleR/AssetSaleToOtherOrgInd00
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0Clarewood House Inc
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Retirement Community
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0Line 10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt07400 Clarewood Dr
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Houston
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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01217115
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt03
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IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
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IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt07400 Clarewood Drive
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IRS990/VotingMembersGoverningBodyCnt04
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IRS990/WebsiteAddressTxt0www.clarewoodhouse.com
IRS990/WhistleblowerPolicyInd01

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