2024-05-15T10:07:40-05:00 2023-06-30 FORVIS LLP 1551 N WATERFRONT PKWY STE 300 WICHITA KS 672066601 990 2022-07-01 480877587 PRESBYTERIAN MANORS OF MID-AMERICA % BRUCE H SHOGREN PRES 3166851100 2414 N WOODLAWN BLVD WICHITA KS 67220 MELANIE OWENS CFO 3166851100 2024-05-15 true MELANIE OWENS 999009999 SHAWNELL LINOT P01663908 3162652811 2024-05-15 3 2022 2023-04-26 12:10:37Z BRUCE H SHOGREN 2414 N WOODLAWN BLVD WICHITA KS 67220 11394897 false X WWW.PRESBYTERIANMANORS.ORG X 1978 KS EXECUTIVE, ADMINISTRATIVE, FINANCE, HUMAN RESOURCES, MARKETING, FACILITIES AND PROJECT DEVELOPMENT SUPPORT FOR RELATED ORGANIZATIONS. 5 5 94 5 0 1351805 20725 9830676 11217773 253380 154460 7119 1939 11442980 11394897 0 0 0 0 8723928 9071611 75950 21266 494585 2517891 2376008 11317769 11468885 125211 -73988 6689672 6643398 1461966 1450943 5227706 5192455 X SUPPORT ORGANIZATION ORGANIZED TO OPERATE EXCLUSIVELY FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, AND TO CARRY OUT THE PURPOSE OF ASHFIELD ACTIVE LIVING & WELLNESS COMMUNITIES, INC. 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THE INCOME IS PRIMARILY USED TO PROVIDE SCHOLARSHIPS FOR SYSTEM EMPLOYEES AND FUND OPERATIONS. SCHEDULE D, PART X, LINE 2 MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. true MARTS AND LUNDY INC 160 CHUBB AVE LYNDHURST NJ 07071 FUND DEVELOPMENT false 21266 21266 CO KS X true true X X X X X X false false false false false false false true false BRUCE H SHOGREN PRESIDENT/CEO 368601 0 0 0 22114 0 7500 0 14766 0 412981 0 0 0 WILLIAM H TAYLOR CHIEF OPERATING OFFICER 231901 0 0 0 3556 0 2400 0 14766 0 252623 0 0 0 MELANIE OWENS CFO/TREASURER 226311 0 2700 0 13270 0 2400 0 10467 0 255148 0 0 0 JOAN MILLER ASST. TREASURER/CONTROLLER 131774 0 4200 0 218 0 600 0 14754 0 151546 0 0 0 KAREN HARRIMAN CHIEF MARKETING OFFICER 199491 0 0 0 998 0 2400 0 6466 0 209355 0 0 0 GARY MCGUIRE VP INFORMATION SYSTEMS 173954 0 2700 0 9015 0 2400 0 9471 0 197540 0 0 0 JEANNE GERSTENKORN SR VP OF HEALTH SERVICES 186514 0 2700 0 7736 0 2400 0 6938 0 206288 0 0 0 RHONDA PARKS REG. DIRECTOR OF OPERATIONS 154500 0 1500 0 7974 0 1800 0 9471 0 175245 0 0 0 JOHN T ALLIN EXECUTIVE DIRECTOR 150442 0 1200 0 3090 0 663 0 11866 0 167261 0 0 0 BRAD RADTZ REG. DIRECTOR OF OPERATIONS 141101 0 1500 0 6037 0 1800 0 15001 0 165439 0 0 0 CHRISTIE WOLFF EXECUTIVE DIRECTOR 147229 0 1200 0 218 0 600 0 17261 0 166508 0 0 0 SARAH OENNING VICE PRESIDENT, DEPT OF GIVING 131886 0 0 0 6661 0 2400 0 15507 0 156454 0 0 0 SCHEDULE J, PART I, LINE 1A PRESBYTERIAN MANORS OF MID-AMERICA, INC. (PMMA) PAYS FOR TAX GROSS UP PAYMENTS FOR ALL EMPLOYEES. ALL EMPLOYEES RECEIVED A CHRISTMAS GIFT OF $200. THIS GIFT WAS GROSSED UP TO $215 IN ORDER FOR THE EMPLOYEE TO RECEIVE AN AFTER TAX BENEFIT OF $200. THE FULL AMOUNT OF $215 WAS INCLUDED ON THEIR W-2'S AS TAXABLE INCOME. SCHEDULE J, PART I, LINE 7 BONUS AND INCENTIVE COMPENSATION AMOUNTS PAID BY THE ORGANIZATION ARE DETERMINED ON A DISCRETIONARY BASIS OF MANAGMENT WITH THE APPROVAL OF THE BOARD OF DIRECTORS. FORM 990, PART III, LINE 1 PRESBYTERIAN MANORS, INC., AND ABERDEEN RIDGE, INC., 509(A)(2) ORGANIZATIONS. PRESBYTERIAN MANORS OF MID-AMERICA, INC. (PMMA) PERFORMS EXECUTIVE, ADMINISTRATIVE, FINANCE, HUMAN RESOURCES, MARKETING, FACILITIES, AND PROJECT DEVELOPMENT FUNCTIONS FOR ABERDEEN HEIGHTS AND PMI. ADDITIONALLY, PMMA PROVIDES OVERALL POLICY AND PLANNING GUIDANCE TO ABERDEEN HEIGHTS, PMI, AND ABR. FORM 990, PART VI, SECTION B, LINE 11B AN INDEPENDENT ACCOUNTING FIRM PREPARES AND REVIEWS THE FORM 990. THE 990 IS THEN REVIEWED BY THE CFO AND THE ORGANIZATION'S CHAIR OF THE FINANCE COMMITTEE. ANY QUESTIONS OR CONCERNS THE CFO AND THE ORGANIZATION'S CHAIR OF THE FINANCE COMMITTEE HAVE ARE ADDRESSED AND ANY CORRECTIONS OR CLARIFICATIONS ARE MADE. THE FINAL FORM 990 WITH ALL REQUIRED SCHEDULES IS THEN PROVIDED TO ALL VOTING MEMBERS OF THE BOARD PRIOR TO FILING THE 990 WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, PRESBYTERIAN MANORS OF MID-AMERICA, INC.'S ATTORNEY PRESENTS AND EXPLAINS THE CONFLICT OF INTEREST POLICY TO THE BOARD, THE OFFICERS, AND THE KEY EMPLOYEES. THE TRUSTEES, OFFICERS, AND KEY EMPLOYEES ARE REQUIRED TO DISCLOSE ANY CONFLICTS AND SIGN THE POLICY. IF A POSSIBLE CONFLICT OF INTEREST ARISES, IT IS REVIEWED BY THE ATTORNEY AND THE ORGANIZATION'S CEO WHO DETERMINE WHETHER A CONFLICT EXISTS. IF IT IS DETERMINED THAT A CONFLICT EXISTS, THE CONFLICTED INDIVIDUAL IS PROHIBITED FROM VOTING OR BEING INVOLVED IN DISCUSSIONS REGARDING THE CONFLICT. FORM 990, PART VI, SECTION B, LINE 15A PRESBYTERIAN MANORS OF MID-AMERICA, INC.'S ATTORNEY AND/OR THE CFO/SVP-HR PROVIDES THE BOARD OF TRUSTEES WITH COMPARABILITY DATA TO DETERMINE THE CEO'S COMPENSATION. DELIBERATION OF THE CEO'S COMPENSATION IS HELD IN THE GOVERNANCE COMMITTEE AND EXECUTIVE BOARD SESSION. THE BOARD'S DECISION IS PROVIDED TO THE CFO/SVP-HR BY THE BOARD CHAIRMAN. THE CEO USES COMPARABILITY DATA TO DETERMINE COMPENSATION FOR THE OTHER OFFICERS, KEY EMPLOYEES, AND EXECUTIVE DIRECTORS. THIS PROCESS LAST OCCURRED IN JUNE 2023. FORM 990, PART VI, SECTION C, LINE 19 PRESBYTERIAN MANORS OF MID-AMERICA, INC. MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST. FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST, AT MANAGEMENT'S DISCRETION. FORM 990, PART VIII, LINE 1H & PART IX, COLUMN D PRESBYTERIAN MANORS OF MID-AMERICA, INC.'S DEPARTMENT OF GIVING PERFORMS THE DEVELOPMENT FUNCTIONS, INCLUDING APPEAL LETTERS, DONATION DATABASE MANAGEMENT, SPECIAL EVENTS MATERIALS, CAMPAIGN MATERIALS, ETC. FOR PRESBYTERIAN MANORS, INC. AND ABERDEEN HEIGHTS. FORM 990, PART XI, LINE 9 TRANSFER TO PRESBYTERIAN MANORS, INC: (15,712) ----------- TOTAL: (15,712) PRESBYTERIAN MANORS INC 2414 N WOODLAWN BLVD WICHITA KS 67220 237154996 CCRC KS 501(C)(3) 10 PMMA true ASHFIELD ACTIVE LIVING AND WELLNESS COMM 575 COUCH AVE KIRKWOOD MO 63122 205385139 CCRC MO 501(C)(3) 10 PMMA true SALINA PRESBYTERIAN MANOR ENDOWMENT FUND 2601 E CRAWFORD SALINA KS 67401 480937829 FUNDS MGMT KS 501(C)(3) 12A PMI true ABERDEEN RIDGE INC 2744 GRAND VISTA CIRCLE COLORADO SPRINGS CO 80904 472871995 CCRC KS 501(C)(3) 10 PMMA true false false false false false false false false false false true true false false true true true false false PRESBYTERIAN MANORS INC K 120000 COST ASHFIELD ACTIVE LIVING & WELLNESS COMMUNITIES L 1425866 COST PRESBYTERIAN MANORS INC L 9663729 COST ABERDEEN RIDGE INC L 128177 COST