2024-11-15T14:04:52-06:00 2023-12-31 610420207 JONES NALE & MATTINGLY PLC 401 WEST MAIN STREET SUITE 1100 LOUISVILLE KY 40202 990 2023-01-01 611078924 PRESBYTERIAN HOMES AND SERVICES OF KENTUCKY INC PRES 5022599101 2116 BUECHEL BANK ROAD LOUISVILLE KY 40218 HARRIET WAGNER PRESIDENT/ CEO 5022599101 2024-11-15 1 1 TRAVIS C FRICK P01728213 5025830248 2023 2024-10-15 13:58:12Z HARRIET WAGNER 2116 BUECHEL BANK ROAD LOUISVILLE KY 40218 10685544 0 X WWW.PHSK.ORG X 1985 KY ANSWERING GOD'S CALL TO LIFE CARE FOR THE AGING AND OTHERS, PRESBYTERIAN HOMES AND SERVICES OF KENTUCKY, INC. (PHSK) ENDEAVORS TO GIVE COMPASSIONATE CARE AND SUPERIOR SERVICE TO ALL WE SERVE. TO FULFILL THIS MISSION, PHSK HAS DEVELOPED COMMUNITIES TO ENCOURAGE RESIDENTS TO LIVE WITH DIGNITY WHILE MAINTAINING HIGHEST POSSIBLE LEVEL OF INDEPENDENCE. SERVING A DIVERSE POPULATION, EACH OF THE FACILITIES IN THE PRESBYTERIAN HOMES AND SERVICES FAMILY CREATES AN ENVIRONMENT TO RESPOND TO CHANGING NEEDS AS OUR RESIDENTS AGE. OFFERING COMPASSIONATE MEDICAL CARE, IN ADDITION TO SPIRITUAL AND EMOTIONAL SUPPORT SERVICES, PRESBYTERIAN HOMES SEEKS TO PROMOTE THE HEALTH AND WELFARE OF EACH PERSON WITH WHOM WE ASSOCIATE. IN ADDITION, PHSK PROVIDES FINANCIAL SUPPORT TO RESIDENTS WHOSE RESOURCES HAVE BEEN EXHAUSTED. THANKS TO OUR BENEVOLENT CARE FUND, NO RESIDENT IS ASKED TO LEAVE OUR FACILITIES DUE TO LACK OF FINANCIAL RESOURCES. 10 10 339 40 0 0 3574632 47727 13770809 10620282 1071 17535 3559479 0 20905991 10685544 0 0 0 0 9306996 7512774 0 0 0 8883133 6536865 18190129 14049639 2715862 -3364095 22975436 18044739 13788803 12126919 9186633 5917820 FINANCIAL AND OPERATIONAL MANAGEMENT OF NURSING FACILITIES, ASSISTED-LIVING FACILITIES, AND RETIREMENT APARTMENTS. THE ORGANIZATION HAS 172 NURSING BEDS, 49 ASSISTED-LIVING APARTMENTS AND 74 PERSONAL CARE BEDS. 0 0 11129331 10620282 PROVIDED 50,927 DAYS OF PATIENT CARE FOR NURSING HOME RESIDENTS. 11129331 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 35 0 1 339 1 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 KY X PHSK CFO 5022599101 2116 BUECHEL BANK ROAD LOUISVILLE KY 40218 MRS MARY STUART REICHARD TRUSTEE 2.00 X 0 0 0 MR J MICHAEL DALTON TRUSTEE 2.00 X 0 0 0 MS MELISSA DEARK MULL VICE CHAIR 2.00 X X 0 0 0 MR WILLIAM M RENDA CHAIR 2.00 X X 0 0 0 MR BRANDON FOGLE TRUSTEE 2.00 X 0 0 0 MR JOHN LAUFENBERG TRUSTEE 2.00 X 0 0 0 MR BILL WILLIAMSON SECRETARY 2.00 X X 0 0 0 MS BRITTNEY TALLEY TRUSTEE 2.00 X 0 0 0 MS HEATHER JONES MCPEEK TRUSTEE 2.00 X 0 0 0 DR HARRIET WAGNER PRESIDENT/CEO 40.00 X 209562 0 2126 MR BEN DURHAM EXECUTIVE VICE PRESIDENT 40.00 X 149057 0 1576 358619 0 3702 2 0 1 0 BOARD OF PENSIONS OF THE PRESBYTERIAN CH PO BOX 13715 PHILADELPHIA PA 19101 EMPLOYEE BENEFITS 815283 BROAD RIVER REHABILITATION LLC 1 POND STREET ARDEN NC 28704 THERAPY SERVICES 797396 IPFS CORPORATION OF THE SOUTH 1055 BROADWAY 11TH FLOOR KANSAS CITY MO 64105 INSURANCE FINANCING 679649 ACCURATE HEALTHCARE PROFESSIONALS 2221 BUECHEL AVENUE SUITE 1 LOUISVILLE KY 40218 NURSING STAFFING SERVICES 525000 GALE HEALTHCARE SOLUTIONS LLC PO BOX 4729 WINTER PARK FL 32793 NURSING STAFFING SERVICES 398518 5 47727 47727 NURSING FACILITY INCOME 623000 6979556 6979556 PERSONAL CARE SERVICES 623000 2296505 2296505 ANCILLARY INCOME 623000 560199 560199 INDEPENDENT LIVING 623000 461957 461957 OUTPATIENT SERVICES 623000 289352 289352 32713 32713 10620282 2035 2035 15500 0 15500 15500 15500 10685544 10620282 0 17535 6438604 5128992 1309612 17198 13700 3498 583873 465113 118760 473099 376871 96228 139837 111394 28443 17792 14173 3619 248130 197660 50470 222263 177055 45208 808295 643888 164407 11106 8847 2259 3127 2491 636 524510 417825 106685 683886 544784 139102 1256186 1000678 255508 PROFESSIONAL SERVICES 1024890 755449 269441 FOOD AND RELATED SUPPLI 492113 392017 100096 MEDICAL SUPPLIES 473239 376982 96257 MAINTENANCE 268664 214018 54646 362827 287394 75433 14049639 11129331 2920308 0 1730111 897957 26813 5672 73481 71817 4842942 663996 71896 71896 140285 132679 32109357 17179876 15015833 14929481 964334 1173478 109741 97763 22975436 18044739 3096951 1907857 1134 967 10624250 10173884 66468 44211 13788803 12126919 X 8998355 5716502 188278 201318 9186633 5917820 22975436 18044739 X -3364095 9079 86203 X X 0 1 X 1 1 1 X 573432 101045 159603 83074 47727 964881 23984808 15690646 15733966 13770809 10620282 79800511 24558240 15791691 15893569 13853883 10668009 80765392 0 0 0 80765392 9018 141955 31772 1071 2035 185851 9018 141955 31772 1071 2035 185851 24567258 15933646 15925341 13854954 10670044 80951243 0.99770 0.99800 0.00230 0.00200 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 95834 9078 104912 119971 -24137 95834 106757 13214 119971 101785 4972 106757 89042 12743 101785 1.00000 0 1 1 953226 953226 25571074 12602881 12968193 808240 267655 540585 4776817 4309340 467477 14929481 SECURITY DEPOSITS 5729 TENANT SECURITY DEPOSITS 38482 44211 X PART X, LINE 2: THE ORGANIZATION'S ACCOUNTING POLICY PROVIDES THAT A TAX EXPENSE/BENEFIT FROM AN UNCERTAIN TAX POSITION MAY BE RECOGNIZED WHEN IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION, INCLUDING RESOLUTIONS OF ANY RELATED APPEALS OR LITIGATION PROCESSES, BASED ON THE TECHNICAL MERITS. THE ORGANIZATION HAS NO UNCERTAIN TAX POSITIONS RESULTING IN AN ACCRUAL OF TAX EXPENSE OR BENEFIT. X 1 1 X 0 0 0 0 0 0 0 0 0 DR HARRIET WAGNER PRESIDENT/CEO 209562 0 0 0 0 0 0 0 2126 0 211688 0 0 0 MR BEN DURHAM EXECUTIVE VICE PRESIDENT 149057 0 0 0 0 0 0 0 1576 0 150633 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PRESENTED TO THE BOARD OF TRUSTEES AT THE BOARD MEETING IMMEDIATELY PRECEDING THE FILING DEADLINE FOR FORM 990. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, TRUSTEES AND EXECUTIVE OFFICERS OF THE ORGANIZATION SIGN A CERTIFICATION WHICH AFFIRMS THE INDIVIDUAL HAS RECEIVED A COPY OF THE ORGANIZATION'S CONFLICT OF INTEREST POLICY AND HAS READ AND UNDERSTOOD THE POLICY. IF A CONFLICT OF INTEREST SHOULD ARISE, THE INTERESTED PERSON MUST DISCLOSE THE CONFLICT AND THE MATERIAL FACTS TO THE TRUSTEES. ALSO, ALL CONFLICTS OF INTEREST THAT DO ARISE ARE DOCUMENTED IN THE BOARD MINUTES. FORM 990, PART VI, SECTION B, LINE 15 THE PRESIDENT/CEO'S COMPENSATION IS SET BY RECOMMENDATION OF THE FINANCE & GOVERNANCE COMMITTEE TO THE FULL BOARD. SALARIES FOR OTHER OFFICERS ARE SET BY THE CEO IN CONSULTATION WITH THE FINANCE & GOVERNANCE COMMITTEE AND CONTRACTED CFO. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE ORGANIZATION ALSO MAKES ITS FORM 990 AVAILABLE TO THE PUBLIC ON GUIDESTAR'S WEBSITE. FORM 990, PART XI, LINE 9: CHANGE IN RELATED INTERORGANIZATIONAL LOANS 86,203. FORM 990, PART XIII, LINE 2C OVERSIGHT: THE FINANCE & GOVERNANCE COMMITTEE OVERSEES THE SELECTION OF INDEPENDENT AUDITORS. THE FINANCE & GOVERNANCE COMMITTEE REVIEWS AND APPROVES THE ANNUAL FINANCIAL STATEMENT AUDIT. THE FINANCE & GOVERNANCE COMMITTEE PRESENTS THE ANNUAL FINANCIAL STATEMENTS TO THE FULL BOARD OF DIRECTORS. WESTMINSTER TERRACE APARTMENTS GP LLC 2116 BUECHEL BANK ROAD LOUISVILLE KY 40218 823730900 LOW INCOME HOUSING KY PRESBYTERIAN HOMES AND SERVICES OF KENTUCKY INC PRESBYTERIAN HOMES AND SERVICES FOUNDATION INC PO BOX 18067 LOUISVILLE KY 40261 611212336 TO SUPPORT PRESBYTERIAN HOMES AND SERVICES, INC. KY 501(C)(3) LINE 12B, II 0 ST JAMES GROUP INC PO BOX 18067 LOUISVILLE KY 40261 611367385 TO SUPPORT PRESBYTERIAN HOMES AND SERVICES, INC. KY 501(C)(3) LINE 12B, II 0 WESTMINSTER TERRACE APARTMENTS LLLP 2116 BUECHEL BANK ROAD LOUISVILLE KY 40218 823760058 LOW INCOME HOUSING KY N/A N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PART I, IDENTIFICATION OF DISREGARDED ENTITIES PURSUANT TO IRC 168(H)(6)(F)(II), WESTMINSTER TERRACE APARTMENTS GP, LLC, EIN 82-3730900, HEREBY ELECTS TO NOT BE TREATED AS A TAX-EXEMPT ENTITY EFFECTIVE THE YEAR ENDED DECEMBER 31, 2021. WESTMINSTER TERRACE APARTMENTS GP, LLC IS 100% OWNED BY THE FOLLOWING TAX-EXEMPT ENTITY: PRESBYTERIAN HOMES AND SERVICES OF KENTUCKY, INC., 2116 BURCHEL BANK ROAD, LOUISVILLE, KY 40218. PRESBYTERIAN HOMES AND SERVICES OF KENTUCKY'S EIN IS 61-1078924