2023-12-19T11:07:51-06:00 2023-06-30 410746749 CLIFTONLARSONALLEN LLP 600 WASHINGTON AVENUE SUITE 1800 ST LOUIS MO 63101 990 2022-07-01 481212997 MEADOWLARK HILLS FOUNDATION MEAD 7855374610 2121 MEADOWLARK ROAD MANHATTAN KS 66502 LONNIE BAKER CEO 7855374610 2023-11-08 1 LONNIE BAKER 999009999 0 AMBER ROGNAN-HAMILTON P01251012 3149254300 2023-10-31 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z LONNIE BAKER 2121 MEADOWLARK ROAD MANHATTAN KS 66502 3709819 0 X WWW.MEADOWLARK.ORG/GIVING X 1998 KS ASSISTS THE MANHATTAN RETIREMENT FOUNDATION, INC. 12 12 2 45 0 0 604910 464095 0 0 998603 470593 6649 6460 1610162 941148 121854 127717 0 0 137127 142767 0 0 245373 110289 102606 369270 373090 1240892 568058 16122793 17312977 460657 240654 15662136 17072323 X THE MEADOWLARK HILLS FOUNDATION IS ORGANIZED FOR THE INVIOLABLE CHARITABLE PURPOSES OF: SOLICITING, RECEIVING, ACQUIRING, HOLDING, MAINTAINING, INVESTING AND REINVESTING MONEY AND/OR OTHER PROPERTY, AND FROM TIME TO TIME DISBURSING THE SAME AND/OR INCOME THEREFROM TO, OR FOR THE BENEFIT OF, MANHATTAN RETIREMENT FOUNDATION, INC. TO BE USED EXCLUSIVELY FOR THE CHARITABLE PURPOSES OF MANHATTAN RETIREMENT FOUNDATION, INC. ALSO, IT ASSISTS IN THE FINANCING OF THE FACILITY IN FURTHERANCE OF THE ORGANIZATION'S CHARITABLE PURPOSES AND MISSIONS. 0 0 127717 127717 0 A NOT-FOR-PROFIT CHARITABLE ORGANIZATION, THE FOUNDATION IS DEDICATED TO THE CONTINUED GROWTH AND EXCELLENCE OF MEADOWLARK, BY PROVIDING OPPORTUNITIES FOR PRIVATE GIVING TO FURTHER THE PERSON-CENTERED MISSION OF MEADOWLARK HILLS RETIREMENT COMMUNITY. THROUGH THE GENEROSITY OF OUR RESIDENTS, THEIR LOVED ONES, AND MEMBERS OF THE LOCAL COMMUNITY, MEADOWLARK CREATES THE IRREPLACEABLE FEELING OF HOME. THESE SUPPORTERS, LIKE US, FEEL THAT THIS SUPPORTIVE, WELCOMING ENVIRONMENT IS ONE OF THE UTMOST PRIORITIES FOR OUR COMMUNITY AND OUR FUTURE.THE FOUNDATION'S WORK ALLOWS THE MEADOWLARK HILLS CAMPUS TO KEEP UP WITH CHANGING TECHNOLOGIES AND MODERN AMENITIES. 127717 1 1 0 0 0 0 0 1 0 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 2 1 0 0 0 0 0 1 1 0 0 0 1 0 0 0 X 12 12 0 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X CHRIS NELSON 7855374610 2121 MEADOWLARK ROAD MANHATTAN KS 66502 LINDA COOK MEMBER / VICE CHAIR 1.00 0.00 X X 0 0 0 ERIC HIGGINS MEMBER 1.00 0.00 X 0 0 0 GAVIN SCHMIDT MEMBER 1.00 0.00 X 0 0 0 JASON SMITH MEMBER 1.00 0.00 X 0 0 0 BUD COX MEMBER 1.00 0.00 X 0 0 0 NELSON GALLE MEMBER 1.00 0.00 X 0 0 0 DIRK DAVELINE MEMBER / CHAIR 1.00 0.00 X X 0 0 0 ANDY ELLIS MEMBER / TREASURER 1.00 0.00 X X 0 0 0 HARRY WATTS MEMBER 1.00 0.00 X 0 0 0 KARA TITUS MEMBER 1.00 0.00 X 0 0 0 CINDY SLOAN MEMBER 1.00 0.00 X 0 0 0 GARY STITH MEMBER 1.00 0.00 X 0 0 0 REBECCA FITZGERALD DEVELOPMENT DIRECTOR 40.00 0.00 X 0 92217 13944 LONNIE BAKER CHIEF EXECUTIVE OFFICER 5.00 35.00 X 0 350141 30606 CHRIS NELSON FINANCE DIRECTOR 5.00 35.00 X 0 179232 26772 0 621590 71322 0 0 1 0 0 69854 394241 56073 464095 536048 536048 2685329 2750784 -65455 -65455 -65455 17607 69854 16449 1158 1158 6740 1438 5302 5302 941148 0 0 477053 127217 127217 500 500 135107 135107 7660 7660 11509 11509 500 500 1117 1117 1993 1993 5606 5606 355 355 RESTRICTED GIFT EXPENSE 46996 46996 MARKET EXPENSES 27277 27277 MISCELLANEOUS 5563 5563 GIFTS AND FLOWERS 1387 1387 303 303 373090 127717 0 245373 1275316 1159614 14457681 15757065 389796 396298 16122793 17312977 460657 240654 460657 240654 X 13973238 15427698 1688898 1644625 15662136 17072323 16122793 17312977 X 568058 684855 157274 X X 0 1 X 1 0 X X 1 MANHATTAN RETIREMENT FOUNDATION INC 480830076 10 1 127217 134479 1 127217 134479 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 396298 X CREATE A WARM ENVIRONMENT 0 248403 19316 0 506 267213 334975 -34619 51385 568 248403 270630 69116 4167 603 334975 273554 6572 8481 1015 270630 274807 12357 12561 1049 273554 0.00000 1.00000 0.00000 1 0 0 X PART III, LINE 4: THE COLLECTION IS COMPRISED OF LOCAL AND REGIONAL ARTISTS. THE ART IS SELECTED BY A RESIDENT COMMITTEE AND IS THERE FOR THE ENJOYMENT OF THE RESIDENTS WHO LIVE AT THE RETIREMENT COMMUNITY. PART V, LINE 4: THE INTENDED USE OF THE ENDOWMENT FUNDS IS TO PROVIDE CHARITABLE CARE TO RESIDENTS WHO HAVE USED ALL OF THEIR FINANCIAL RESOURCES. PART X, LINE 2: THE ORGANIZATION'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL, STATE, AND LOCAL AUTHORITIES. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME OR EXCISE OR OTHER TAXES. SPEEDY PD 76315 60674 15641 7603 4056 3000 1390 HOGTOBERFEST 6205 5370 835 400 82520 66044 16476 7603 4056 3400 1390 16449 27 1 MANHATTAN RETIREMENT FOUNDATION 2121 MEADOWLARK ROAD MANHATTAN KS 65502 480830076 501(C)(3) 127217 0 TO PROVIDE FINANCIAL ASSISTANCE FOR RELATED ORGANIZATION. 1 PART I, LINE 2: THE FOUNDATION ENSURES GRANT FUNDS ARE USED TOWARDS ITS RELATED ENTITY'S PROGRAM SERVICES BY MONITORING EXPENSES BEFORE GRANT FUNDS ARE RELEASED. 0 0 0 0 0 0 0 0 0 LONNIE BAKER CHIEF EXECUTIVE OFFICER 0 294380 0 46653 0 9108 0 11842 0 18764 0 380747 0 0 CHRIS NELSON FINANCE DIRECTOR 0 172962 0 1078 0 5192 0 7408 0 19364 0 206004 0 0 PART I, LINE 3 A RELATED ORGANIZATION USES THE FOLLOWING METHODS TO ESTABLISH COMPENSATION OF THE CEO/EXECUTIVE DIRECTOR AND OTHER OFFICERS: COMPENSATION COMMITTEE, WRITTEN EMPLOYMENT CONTRACT, COMPENSATION SURVEY OR STUDY AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. X 2 30205 X 1 25868 FMV 0 0 0 FORM 990, PART VI, SECTION A, LINE 1A EXECUTIVE COMMITTEE IS COMPOSED OF THE OFFICERS OF THE FOUNDATION. THE EXECUTIVE COMMITTEE MEETS AT THE CALL OF THE PRESIDENT OR ANY TWO OFFICERS TO CONDUCT THE AFFAIRS OF THE FOUNDATION BETWEEN MEETINGS OF THE BOARD OF DIRECTORS. ALL ACTION TAKEN BY THE EXECUTIVE COMMITTEE IS SUBJECT TO RATIFICATION BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF DIRECTORS OF THE FOUNDATION ARE COMPOSED OF INDIVIDUALS APPOINTED TO MEMBERSHIP AND TO SERVE ON THE FOUNDATION'S BOARD BY THE BOARD OF MANHATTAN RETIREMENT FOUNDATION, INC., A RELATED ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7B THE BOARD OF TRUSTEES OF MANHATTAN RETIREMENT FOUNDATION, INC., MAY REMOVE ANY DIRECTOR FOR MISCONDUCT, MALFEASANCE IN OFFICE OR OTHER GOOD CAUSE. FORM 990, PART VI, SECTION B, LINE 11B THE GOVERNING BODY WILL REVIEW THE 990 AT A BOARD MEETING BEFORE IT IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ANNUAL CONFLICT DISCLOSURES ARE REVIEWED BY MANAGEMENT. ALL EMPLOYEES ARE ASKED TO SIGN A CONFLICT OF INTEREST DISCLOSURE ON AN ANNUAL BASIS. IF AN EMPLOYEE INVOLVED IN MAKING DECISIONS ON BEHALF OF THE ORGANIZATION IS DETERMINED TO HAVE A CONFLICT, THEY DO NOT PARTICIPATE IN DECISIONS REGARDING BUSINESS TRANSACTIONS WITH THE PARTY IN INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE FOUNDATION DIRECTOR'S SALARY IS DETERMINED BY THE CEO OF THE MANHATTAN RETIREMENT FOUNDATION, INC. THE FINANCE DIRECTOR'S SALARY IS DETERMINED BY THE CEO OF THE MANHATTAN RETIREMENT FOUNDATION, INC. THE FOUNDATION DIRECTOR AND FINANCE DIRECTOR ARE THE ONLY OFFICERS OR KEY EMPLOYEES OF THE ORGANIZATION. THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES DETERMINES THE SALARY FOR THE CEO. ALL OF THE OTHER DIRECTOR POSITIONS ARE SET BY THE CEO. THE PERSONNEL COMMITTEE OF THE BOARD OF TRUSTEES REVIEWS SALARIES BY POSITIONS AS REQUESTED. THE BOARD OF TRUSTEES APPROVES THE SALARIES AND WAGES IN TOTAL FOR THE ORGANIZATION THROUGH THE APPOVAL OF THE ANNUAL OPERATING BUDGET. ALL TOP MANAGEMENT OFFICIALS AND KEY EMPLOYEES ARE PAID BY A RELATED ORGANIZATION, MANHATTAN RETIREMENT FOUNDATION, INC. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION WILL PROVIDE A COPY OF THE FORM 990 TO THE PUBLIC UPON REQUEST. ALSO, THE AUDITED FINANCIAL STATEMENTS ARE PUBLISHED IN THE ANNUAL REPORT, WHICH IS AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: EQUITY TRANSFER TO RELATED PARTY 134,479. CHANGE IN VALUE OF CHARITABLE REMAINDER TRUST 22,795. FORM 990, PAGE 12, PART XII, LINE 2C THIS PROCESS IS CONSISTENT WITH THE PRIOR YEAR. FORM 990, PAGES 7 & 8, PART VII AND FORM 990, PAGE 10, PART IX, LINE 5 REPORTED SALARY EXPENSE - WHILE A RELATED ENTITY ISSUES THE W-2S FOR THE OFFICERS LISTED, THE FILING ENTITY RECORDS AND REPORTS THE SALARY EXPENSE OF THESE OFFICERS. MANHATTAN RETIREMENT FOUNDATION 2121 MEADOWLARK ROAD MANHATTAN KS 66502 480830076 CONTINUING CARE RETIREMENT COMMUNITY KS 501(C)(3) LINE 10 N/A 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 1 1 0 1 0