2024-09-05T09:45:01-05:00 2023-12-31 721396621 CARR RIGGS & INGRAM LLC 1601 2ND AVENUE EAST ONEONTA AL 35121 990 2023-01-01 630726127 PRESBYTERIAN RETIREMENT HOMES OF BIRMINGHAM INC PRES 2059562184 3605 RATLIFF ROAD BIRMINGHAM AL 35210 CHADWICK L CARTER PRESIDENT 2059562184 2024-09-04 1 0 JONATHAN D THOMAS P00833737 2055176914 2024-09-04 2023 2024-08-08 14:25:15Z KIRKWOOD BY THE RIVER CHADWICK L CARTER 3605 RATLIFF ROAD BIRMINGHAM AL 35210 17699548 0 X KIRKWOODBYTHERIVER.COM X 1975 AL THE MISSION IS TO MEET THE SOCIAL, PHYSICAL, AND ECONOMIC NEEDS OF THE AGING BY PROVIDING SERVICES INCLUDING INDEPENDENT LIVING ACCOMMODATIONS, ASSISTED LIVING AND SKILLED NURSING CARE OF A COMPREHENSIVE NATURE TO PERSONS REQUIRING THOSE DEGREES OF CARE. 18 18 281 0 0 0 215711 349352 12716023 14756672 -27578 355930 350421 214672 13254577 15676626 0 0 0 0 6520490 7223564 0 0 0 6302489 8200642 12822979 15424206 431598 252420 39741457 46408326 31145210 37569476 8596247 8838850 X THE MISSION IS TO MEET THE SOCIAL, PHYSICAL, AND ECONOMIC NEEDS OF THE AGING BY PROVIDING SERVICES INCLUDING INDEPENDENT LIVING ACCOMMODATIONS, ASSISTED LIVING AND SKILLED NURSING CARE OF A COMPREHENSIVE NATURE TO PERSONS REQUIRING THOSE DEGREES OF CARE. 0 0 4960527 5231959 SKILLED NURSING 3858956 4070112 ASSISTED LIVING 4422742 4664747 INDEPENDENT LIVING 748877 789854 PERSONAL CARE SERVICES 748877 789854 13991102 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 36 0 1 281 1 0 0 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X WILLIAM C WIDMAN 2059562184 3605 RATLIFF ROAD BIRMINGHAM AL 35210 X SUSIE ABBOTT BOARD MEMBER 0.00 X 0 0 0 MARGARET ALEXANDER BOARD MEMBER 0.00 X 0 0 0 PAT M FORMAN BOARD MEMBER 0.00 X 0 0 0 JAMES E GRISHAM III BOARD MEMBER 0.00 X 0 0 0 VERNA L LYONS ASSISTANT SECRETARY 0.00 X 0 0 0 ROGER S MCCULLOUGH BOARD MEMBER 0.00 X 0 0 0 KATHY T LEAVER BOARD MEMBER 0.00 X 0 0 0 MERRY LEWIS BOARD MEMBER 0.00 X 0 0 0 HENRY B RAY JR BOARD MEMBER 0.00 X 0 0 0 ROGER A HARTLINE BOARD MEMBER 0.00 X 0 0 0 FRANK H SUTHERLAND JR BOARD MEMBER 0.00 X 0 0 0 RICHARD H MONK III BOARD MEMBER 0.00 X 0 0 0 JAMES W SHEPHERD JR BOARD MEMBER 0.00 X 0 0 0 MARION F WALKER BOARD MEMBER 0.00 X 0 0 0 JOHN D HIGGINS III CHAIRMAN 0.00 X 0 0 0 MARGARET H BRUNSTAD VICE CHAIRMAN 0.00 X 0 0 0 JAMES S SNOW TREASURER 0.00 X 0 0 0 JOHN L FEAGIN JR SECRETARY 0.00 X 0 0 0 CHAD CARTER PRESIDENT 40.00 X 126988 0 26857 WILLIAM WIDMAN CFO 40.00 X 115745 0 15140 LASHAUNA HOOPER NURSING 40.00 X 132493 0 14175 MARGARET PETTY NURSING 47.47 X 121540 0 9249 GAYLE LEDBETTER NURSING 56.82 X 143458 0 7616 NADINE PORTER NURSING 40.00 X 131320 0 13203 771544 0 86240 6 0 1 0 0 349352 349352 INDEPENDENT LIVING 623990 5454601 5454601 SKILLED NURSING 623000 5231959 5231959 ASSISTED LIVING 623990 4070112 4070112 14756672 75919 75919 2302933 2022922 280011 280011 280011 CARES ACT 115892 115892 EMPLOYEE/GUEST MEALS 66808 66808 EMPLOYEE CHRISTMAS GIFT RECEIPTS 59495 59495 -27523 -27523 214672 15676626 15327274 0 0 X 6157855 5069813 1088042 88142 58333 29809 517498 432003 85495 460069 380664 79405 31245 31245 3506930 3506930 158242 157914 328 169043 53168 115875 237917 237917 605037 605037 6968 5437 1531 4645 3271 1374 185847 185847 1285375 1285375 403725 403725 OTHER PROGRAM EXPENSES 797180 797180 REPAIRS & MAINTENANCE 423021 423021 THERAPY 314969 314969 FOOD & NOURISHMENTS 70498 70498 15424206 13991102 1433104 0 3248 3242 760531 396247 10000 10000 701600 902487 44619 59579 150745 163645 60595695 19457467 12632397 41138228 3431281 2516580 25700 25700 21981336 1192618 39741457 46408326 1084156 1346057 3346682 3381939 24309867 30483863 2404505 2357617 31145210 37569476 X 8596247 8838850 8596247 8838850 39741457 46408326 X 252420 -9818 1 X 0 0 0 X 146283 244024 210229 215711 349352 1165599 11190424 11523315 11570087 12716023 14756672 61756521 11336707 11767339 11780316 12931734 15106024 62922120 0 0 0 62922120 90484 91962 92319 84036 75919 434720 90484 91962 92319 84036 75919 434720 112575 34245 51775 54032 95148 347775 11539766 11893546 11924410 13069802 15277091 63704615 0.98770 0.98650 0.00680 0.00730 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2977537 220590 909668 19000 2269459 3246129 139410 387937 20065 2977537 2932990 386804 52623 21042 3246129 2506073 105441 429644 90559 17609 2932990 2334597 231853 44175 16202 2506073 0 0 774068 774068 54361213 19457467 34903746 5460414 5460414 41138228 RESIDENT CREDIT BALANCES 183652 EMPLOYEE CHRISTMAS FUND 8932 LIBRARY FUND 2037 KIRKWARES STORE 1908 CHAPEL FUND 14175 FLOWER FUND 5862 CHAPLAIN DISCRETIONARY FUND 1881 FULL PAYMENT PLAN 187499 PARTIAL PAYMENT PLAN 303750 APT REOCCUPIED - REFUND AT DEATH 389584 RESIDENT DIED/MOVED - UNIT NOT YET 15625 DUE AT DEATH & REOCCUPANCY 426260 PRIORITY DEPOSITS 20775 TRADITIONAL PLANS 695142 CONTRACT ENTRANCE FEES 95000 OPERATING LEASE LIABILITY 5527 ROUNDING 8 2357617 0 0 0 0 0 0 0 0 0 CHAD CARTER PRESIDENT 126988 0 0 0 0 0 23052 0 3805 0 153845 0 0 0 GAYLE LEDBETTER NURSING 143458 0 0 0 0 0 0 0 7616 0 151074 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B ALL BOARD MEMBERS RECEIVE A COPY OF THE FINAL FORM 990 AND ALL SUPPORTING SCHEDULES BEFORE FILING. THEY ALSO RECEIVE WRITTEN INFORMATION THAT PROVIDES GUIDANCE TO ASSIST THEM IN REVIEWING THE FORMS. ALL BOARD MEMBERS CAN DIRECT THEIR QUESTIONS TO THE TREASURER OR CFO. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS CIRCULATED ANNUALLY TO ALL BOARD MEMBERS AND KEY EMPLOYEES. ALL NEW BOARD MEMBERS AND KEY EMPLOYEES ARE PROVIDED A COPY OF THE POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE PERSONNEL COMMITTEE AND BOARD CHAIRMAN REVIEW THE COMPENSATION OF ALL KEY EMPLOYEES ON AN ANNUAL BASIS. THE NATIONAL CCRC COMPENSATION AND BENEFITS SURVEY IS USED AS A GUIDE TO HELP ESTABLISH COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 ARTICLES, BY-LAWS, INFORMATION RETURNS AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. FORM 990, PART IX, LINE 11G MEDICATIONS/VACCINES: PROGRAM SERVICE EXPENSES 141,258. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 141,258. CONSULTANTS SKILLED NURSING: PROGRAM SERVICE EXPENSES 21,490. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 21,490. CONSULTANTS - MEDICARE COST REPORT: PROGRAM SERVICE EXPENSES 3,500. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,500. DIETARY - HOUSEKEEPING: PROGRAM SERVICE EXPENSES 3,338,624. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,338,624. DIETARY - TRAINING: PROGRAM SERVICE EXPENSES 2,058. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,058. FORM 990, PART XI, LINE 9: ROUNDING 1.