2024-08-16T08:36:01-05:00 2023-12-31 364267431 PEASE BELL CPAS LLC 3501 EMBASSY PKWY 200 AKRON OH 44333 990 2023-01-01 350883511 ESTELLE PEABODY MEMORIAL HOME INC ESTE 2609820834 400 WEST SEVENTH STREET NORTH MANCHESTER IN 46962 KATIE ROBINSON ADMINISTRATOR 2609820834 2024-08-16 1 0 FRANCES A TAYLOR CPA P01293026 2163489600 2023 2024-08-08 14:25:15Z THE PEABODY RETIREMENT COMMUNITY KATIE ROBINSON 400 WEST SEVENTH STREET NORTH MANCHESTER IN 46962 23994304 0 X WWW.PEABODYRC.ORG X 1930 IN PEABODY RETIREMENT COMMUNITY PROVIDES COMPREHENSIVE SERVICES FOR OLDER ADULTS AND SELECTED SERVICES TO OTHERS WITH GRACE, COMPASSION AND RESPECT FOR THE DIGNITY OF INDIVIDUALS, THEIR FAMILIES, AND COMMUNITIES. 5 5 464 0 0 0 23250 355085 22397903 23626174 150408 13045 0 0 22571561 23994304 0 0 0 0 9988446 11131875 0 0 28619 14217945 12959161 24206391 24091036 -1634830 -96732 31918301 30489572 27737712 26685873 4180589 3803699 X PEABODY RETIREMENT COMMUNITY PROVIDES INNOVATIVE LIVING OPTIONS FOR SENIORS THROUGH COMPREHENSIVE SERVICES FOUNDED ON GRACE, COMPASSION, RESPECT, AND DIGNITY. THEY ARE COMMITTED TO THE ENRICHMENT OF LIFE, SUPPORTING INDIVIDUAL CHOICE, AND CELEBRATING THE AGELESS SPIRIT. 0 0 21208840 23626174 THE PEABODY RETIREMENT COMMUNITY (PEABODY) UNDERSTANDS THAT EACH INDIVIDUAL HAS UNIQUE NEEDS, AN EXCITING HISTORY, AND HOLDS BELIEFS ABOUT HOW THEIR CARE SHOULD BE DELIVERED. TO MEET THIS END, PEABODY PROVIDES FIVE VERY DIFFERENT LEVELS OF RESIDENCE FROM INDEPENDENT LIVING 'COTTAGE HOMES' TO A SPECIALLY EQUIPPED MEMORY ENHANCED NEIGHBORHOOD. PEABODY IS DEDICATED TO THE GOAL OF CREATING A MODEL CAMPUS PROVIDING COST EFFECTIVE INDIVIDUALIZED CARE THAT REACHES FAR BEYOND THE MINIMAL STANDARDS. ADDITIONAL SERVICES PROVIDED TO RESIDENTS INCLUDE ONSITE THERAPIES, NUTRITIONAL SERVICES, PASTORAL SERVICES, SOCIAL SERVICES, AND RECREATIONAL SERVICES. RESIDENTIAL SERVICES INCLUDES COTTAGE HOMES AS WELL AS RESIDENTIAL APARTMENTS AND ASSISTED LIVING UNITS. COTTAGE HOMES - THE 57 INDEPENDENT LIVING COTTAGES OFFER THE FREEDOM OF MAINTENANCE FREE LIVING ALONG WITH THE COMPANY OF INTERESTING NEIGHBORS WHO CHERISH THEIR INDEPENDENCE AND ARE ALWAYS READY TO LEND A HAND. RESIDENTIAL APARTMENTS AND ASSISTED LIVING CENTER - PEABODY OFFERS 118 RESIDENTIAL AND ASSISTED LIVING UNITS. THE SOUTH HOUSE RESIDENTIAL APARTMENTS OFFER THE CONVENIENCE OF VARIOUS CAMPUS SERVICES, ALONG WITH THE INDEPENDENCE OF YOUR OWN RESIDENCE. SKILLED HEALTH CENTER - PEABODY'S HEALTH CENTER HAS 192 LICENSED HEALTH CARE BEDS DESIGNED TO HELP INDIVIDUALS ENJOY BETTER QUALITY OF LIVING THROUGH LATE LIFE. ADDITIONAL SERVICES PROVIDED INCLUDE NUTRITIONAL SERVICES. OUR DINING STAFF WORKS CLOSELY WITH THE NURSING SERVICES AND MEDICAL STAFF TO ENSURE SPECIAL DIETARY GOALS ARE ACCOMPLISHED. THROUGH CAREFUL MEDICATION MANAGEMENT AND MONITORING BY OUR NUTRITIONAL AND NURSING STAFF, OUR RESIDENTS CAN OFTEN ENJOY FOODS THEY WERE NOT ABLE TO ENJOY BEFORE JOINING THE PEABODY FAMILY. THERAPY SERVICES - OUR THERAPIES INCLUDE SPEECH, PHYSICAL, AND OCCUPATIONAL THERAPY, AND ARE AVAILABLE TO BOTH INPATIENT AND OUTPATIENT RESIDENTS. THIS ALLOWS RESIDENTS TO FOREGO THE OFTEN DIFFICULT TASK OF ARRANGING TRANSPORTATION TO AND FROM THERAPY APPOINTMENTS. SOCIAL SERVICES STAFF - SOCIAL WORKERS PROVIDE PEABODY RESIDENTS AND FAMILIES WITH A VARIETY OF SERVICES TO ENSURE THEIR NEEDS AND DESIRES ARE BEING MET ON A DAILY BASIS. SOCIAL SERVICES COORDINATORS PLAY AN ACTIVE ROLE IN THE ADMISSIONS PROCESSES, HELPING TO DETERMINE THE BEST LEVEL OF CARE FOR RESIDENTS, AND PROVIDE EMOTIONAL SUPPORT TO BOTH RESIDENTS AND THEIR FAMILIES DURING TIMES OF TRANSITION. SOCIAL SERVICE COORDINATORS ALSO ASSIST WITH SUPPORTIVE COUNSELING TO INCREASE COPING WITH TRANSITIONS AND ADVOCACY TO ENSURE THAT RESIDENTS' RIGHTS ARE RESPECTED. PASTORAL SERVICES - THE PEABODY MEMORIAL CHAPEL HOLDS SERVICES ON A REGULAR SCHEDULE AND IS CONDUCTED IN THE TRADITION OF VARIOUS DENOMINATIONS. BECAUSE OUR PRIMARY INHOUSE WORSHIP SERVICE IS CONDUCTED ON SUNDAY AFTERNOON, MANY RESIDENTS ARE ABLE TO ENJOY RETURNING TO THEIR HOME CONGREGATION FOR MORNING WORSHIP. RECREATIONAL SERVICES - RESIDENTS ARE ABLE TO PARTICIPATE IN MANY GROUPS AND "CLUBS" RANGING FROM BIBLE STUDY TO QUILTING TO CONTEMPORARY FICTION TO VETERANS. IN ADDITION, PEABODY ALSO PROVIDES RESIDENTS WITH MANY OFF-CAMPUS EXCURSIONS. 21208840 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 57 0 1 464 1 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X TODD TOPLIFF 2609828616 400 WEST SEVENTH STREET NORTH MANCHESTER IN 46962 SAM FEUER PRESIDENT 1.00 40.00 X X 0 188308 0 EPHRAM LAHASKY MEMBER 1.00 40.00 X 0 188308 0 LARRY KATZ MEMBER 1.00 40.00 X 0 188308 0 ALBERT J SCHLITT MEMBER 1.00 1.00 X 0 0 0 REVEREND THOMAS E SMITH PHD MEMBER 1.00 X 0 0 0 ROD CRAFT RESG 3423 FORMER EXECUTIVE DIRECTOR 40.00 1.00 X 42749 0 0 KATIE ROBINSON41023 - CURR ADMINISTRATOR 40.00 1.00 X 97237 0 10811 STEPHEN SOKOLOW RESG 72523 FORMER EXECUTIVE DIRECTOR 40.00 X 154953 0 13373 ANDREA HOFFMAN QUALIFIED MEDICATION AIDE 40.00 X 116223 0 5939 SHERRY SUMWALT IN-CHARGE RN 40.00 X 141215 0 5939 SHARON SCOTT-BELLINGER DIRECTOR OF NURSING 40.00 X 101406 0 8909 SETH CLARK IN-CHARGE RN 40.00 X 109899 0 5692 GEORGIANA CLARK IN-CHARGE LPN 40.00 X 111612 0 5939 875294 564924 56602 6 0 1 0 RELIANT PRO REHAB LLC PO BOX 207773 DALLAS TX 75320 THERAPY SERVICES 979713 ALL POINTS MANAGEMENT 920 S RIVERWOOD DRIVE WABASH IN 46992 MANAGEMENT SERVICES 725759 R&R MEDICAL STAFFING DSS HOLDINGS LLC 4101 EDISON LAKES PARKWAY SUITE 350 MISHAWAKA IN 46545 STAFFING SERVICES 683683 EVERGREEN SERVICES GROUP TOPCO LLC 461 OAK GLEN ROAD HOWELL NJ 07731 INFORMATION TECHNOLOGY SERVICES 128360 PROPEL INSURANCE AGENCY LLC PO BOX 2940 TACOMA WA 98401 INSURANCE SERVICES 122986 5 355085 355085 MANAGEMENT OF SERVICES REVENUE 623000 22649127 22649127 PATIENT AND RESIDENT SERVICE REVE 623000 977047 977047 23626174 13045 13045 23994304 23626174 0 13045 9864304 9058266 789144 16894 538964 495291 43117 556 728607 669567 58289 751 809067 809067 35080 30916 4119 45 89735 79084 10537 114 25363 24693 670 1021244 936811 83984 449 1175736 1157868 17360 508 2230099 1916903 312214 982 281132 239862 40876 394 PURCHASED SERVICES 5429683 4785217 637549 6917 SUPPLIES 1103900 1080933 22628 339 FOOD EXPENSE 758122 758122 24091036 21208840 2853577 28619 5790149 6150015 120496 160030 1148224 1497656 74252638 52188258 23982051 22064380 193979 214247 683402 403244 31918301 30489572 317324 279155 986807 950831 24782007 23913597 1651574 1542290 27737712 26685873 X 4180589 3803699 4180589 3803699 31918301 30489572 -96732 -280158 0 X 0 1 X 1 0 X 485000 2254700 197468 23250 355085 3315503 22764844 24473202 20971034 22397903 23626174 114233157 10622 183499 81343 275464 23260466 26911401 21249845 22421153 23981259 117824124 0 0 0 117824124 1313 1 1 264 13045 14624 1313 1 1 264 13045 14624 10622 183499 81343 275464 23272401 27094901 21331189 22421417 23994304 118114212 0.99750 0.99690 0.00010 0.00050 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 503542 22310 525852 4219339 3715797 503542 3739042 100146 609163 205606 23406 4219339 2951181 635221 414494 261854 3739042 3115351 66139 696725 485000 442034 2951181 1.00000 0 1 1 2584274 2584274 56859570 39632349 17227221 5229415 4148400 1081015 9551461 8407509 1143952 27918 27918 22064380 DEPOSITS 1542290 1542290 PART V, LINE 4: THE INTENDED USE OF THE ORGANIZATION'S ENDOWMENT FUND IS TO SUPPORT THE ORGANIZATION'S MISSION AND FURTHER ITS TAX EXEMPT PURPOSE. 0 0 0 0 0 0 0 0 0 SAM FEUER PRESIDENT 0 188308 0 0 0 0 0 0 0 0 0 188308 0 0 EPHRAM LAHASKY MEMBER 0 188308 0 0 0 0 0 0 0 0 0 188308 0 0 LARRY KATZ MEMBER 0 188308 0 0 0 0 0 0 0 0 0 188308 0 0 STEPHEN SOKOLOW RESG 72523 FORMER EXECUTIVE DIRECTOR 154953 0 0 0 0 0 0 0 13373 0 168326 0 0 0 A TOWN OF NORTH MANCHESTER 356001144 2017-11-01 29000000 RETIREMENT OF 2016 BONDS IN JANUARY 2018 0 0 0 A 868410 29000000 1 0 1 1 A 0 0 0 0 0 0 0 A 0 1 0 0 0 0 0 0 0 A 1 FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE SHALL CONSIST OF THE OFFICERS OF THE BOARD OF TRUSTEES. THE EXECUTIVE DIRECTOR SHALL SERVE AS AN EX-OFFICIO, NON-VOTING MEMEBER OF THE EXECUTIVE COMMITTEE. THE PRESIDENT SHALL BE THE CHAIRPERSON AND VOTING MEMBER OF THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE SHALL ACT FOR AND ON BEHALF OF AND WITH THE FULL AUTHORITY OF THE BOARD OF TRUSTEES IN THE INTERIM BETWEEN MEETINGS OF THE BOARD AND SHALL REPORT ITS ACTIONS THROUGH ITS CHAIRPERSON TO THE BOARD OF TRUSTEES AT ITS MEETINGS. THIS COMMITTEE SHALL BE CHARGED WITH CARRYING OUT THE PLAN OF THE BOARD OF TRUSTEES. SPECIFICALLY THE EXECUTIVE COMMITEE SHALL: NOMINATE PERSONS TO SERVE ON THE BOARD OF TRUSTEESAS PROVIDED IN THE BYLAWS NOMINATE PERSONS TO BE ELECTED TO EMERITUS STATUS NOMINATE OFFICERS TO BE ELECTED BY THE BOARD OF TRUSTEES AT THE ANNUAL MEETING OF THE TRUSTEES CONDUCT AN ANNUAL EVALUATION OF THE EXECUTIVE DIRECTOR AND SHARE RESULTS WITH THE BOARD OF TRUSTEES ACT ON BEHALF OF THE BOARD OF TRUSTEES ON CRITICAL ISSUES WHICH ARISE BETWEEN BOARD MEMBERS CONDUCT AN ANNUAL EVALUATION OF THE BOARD OF TRUSTEES RECOMMEND CHANGES TO THE BYLAWS AND SERVE AS AN AD HOC SEARCH COMMITTEE FOR THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION A, LINE 6 THE CORPORATION HAS ONE CLASS OF MEMBER. THE SOLE MEMBER OF THE CORPORATION IS AMERICAN EAGLE PEABODY LLC. FORM 990, PART VI, SECTION A, LINE 7A IN THE EVENT OF A VACANCY ON THE BOARD OF TRUSTEES, A TRUSTREE IS ELECTED BASED ON AN AFFIRMATIVE VOTE OF THE MAJORITY OF MEMBERS. AT THIS TIME, AMERICAN EAGLE PEABODY LLC IS THE SOLE MEMBER. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS SENT TO ALL BOARD MEMBERS FOR THEIR REVIEW PRIOR TO FILING. MANAGEMENT ALSO REVIEWS A COMPLETED DRAFT OF THE FORM 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C EACH OFFICER, BOARD MEMBER, AND ADMINISTRATIVE STAFF COMPLETES AN ANNUAL CONFLICT OF INTEREST QUESTIONNAIRE. ONCE THE QUESTIONNAIRES ARE COMPLETED, THE EXECUTIVE DIRECTOR REVIEWS THE RESPONSES AND DETERMINES WHETHER OR NOT THERE ARE ANY POTENTIAL CONFLICTS OF INTEREST. IF THERE IS A POTENTIAL CONFLICT OF INTEREST, THE EXECUTIVE DIRECTOR AND BOARD PRESIDENT REVIEW THE CORRESPONDING ISSUE AND DETERMINE IF THERE IS AN ACTUAL CONFLICT OF INTEREST. IF AN ACTUAL CONFLICT OF INTEREST IS DETERMINED TO EXIST, THAT PERSON IS EXCLUDED FROM ANY DISCUSSIONS CONCERNING THE CONFLICTING ISSUE AND IS NOT PERMITTED TO VOTE ON ANY DECISIONS REGARDING THE CONFLICTING ISSUE. ANY PURCHASE AND/OR BIDDING PROPOSALS ARE ALSO REVIEWED FOR ANY POTENTIAL CONFLICTS OF INTEREST PRIOR TO SUBMITTING BIDS OR MAKING PURCHASES. THE EXECUTIVE DIRECTOR ATTENDS THE BOARD MEETING AS A GUEST TO ENSURE THAT COMPLIANCE WITH THESE GUIDELINES IS FOLLOWED. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE PUBLIC UPON REQUEST. THE FINANCIAL STATEMENTS ARE ALSO MADE AVAILABLE THROUGH OUR MASTER TRUSTEE, BY BEING POSTED ON ELECTRIC MUNICIPAL MARKET ACCESS (EMMA). PEABODY HOME FOUNDATION INC 400 W SEVENTH STREET NORTH MANCHESTER IN 46962 310994072 FUNDRAISING IN 501(C)(3) LINE 7 PEABODY RETIREMENT COMMUNITY 1 AMERICAN EAGLE LIFECARE CORPORATION 3819 HAWK CREST ROAD ANN ARBOR MI 48103 010706736 HEALTHCARE IN 501(C)(3) LINE 10 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 1 0