2025-05-15T15:59:02-05:00 2024-06-30 994625061 CRI ADVISORS LLC 1601 2ND AVENUE EAST ONEONTA AL 35121 990 2023-07-01 631194446 WESLEY SCOTT PLACE WESL 2059512442 1520 COOPER HILL ROAD BIRMINGHAM AL 35210 MIKE FAULKNER CFO 2059512442 2025-05-15 1 0 JONATHAN D THOMAS P00833737 2055176914 2025-05-15 2023 2025-03-06 01:10:19Z CHRISTOPHER W TOMLIN 1520 COOPER HILL ROAD BIRMINGHAM AL 35210 245272 0 X METHODISTHOMES.ORG X 1998 FL TO PROVIDE AFFORDABLE HOUSING TO LOW-INCOME ELDERLY AND HANDICAPPED. 4 4 2 4 0 0 0 0 247721 244981 40 41 47 250 247808 245272 0 0 0 0 48106 53140 0 0 0 270820 250957 318926 304097 -71118 -58825 1531711 1486718 873309 887139 658402 599579 TO PROVIDE AFFORDABLE HOUSING TO LOW-INCOME ELDERLY AND HANDICAPPED 0 0 269152 245231 A FORTY-UNIT LOW INCOME HOUSING FACILITY FOR THE ELDERLY AND HANDICAPPED THAT PROVIDES AFFORDABLE HOUSING. 269152 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 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 1 0 0 0 1 1 0 1 2 1 0 0 0 0 0 0 0 0 0 0 0 0 X 4 4 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X MIKE FAULKNER 2059512441 1520 COOPER HILL ROAD BIRMINGHAM AL 35210 TERRYE TAKACS PRESIDENT 1.00 X X 0 0 0 ELIZABETH M HUBER VICE PRESIDENT 1.00 X X 0 0 0 CHRISTOPHER W TOMLIN CEO-MHA 2.00 50.00 X 0 417254 0 JENNIFER PIVER SECRETARY 1.00 X 0 0 0 0 417254 0 0 0 1 0 0 RENT INCOME-APARTMENTS 249141 249141 RENT INCOME-MISC 600 600 VACANCY LOSSES -4760 -4760 244981 41 41 DAMAGES & CLEANINGS FE 250 250 250 245272 245231 0 41 45284 45284 2508 2508 5348 5348 19595 19595 15350 15350 7462 7462 61690 61690 27320 27320 76854 76854 40142 40142 OPERATING & MAINTENANCE 2504 2504 OTHER EXPENSES 40 40 304097 269152 34945 0 415 19197 10799 11743 37698 36048 3676645 2297614 1417038 1379031 65761 40699 1531711 1486718 157738 185309 703308 689169 12263 12661 873309 887139 X 658402 599579 658402 599579 1531711 1486718 -58825 0 X X 0 1 X 1 1 1 X 237220 239521 260153 248308 245022 1230224 237220 239521 260153 248308 245022 1230224 0 0 0 1230224 30 25 23 40 41 159 30 25 23 40 41 159 237250 239546 260176 248348 245063 1230383 0.99990 0.99980 0.00010 0.00200 X 172187 172187 2651340 1520780 1130560 527749 464171 63578 325369 312663 12706 1379031 AR ADVANCE PAYMENTS 2261 TENANT DEPOSITS HELD IN TRUST 10400 12661 X 245272 0 245272 0 245272 304097 0 304097 0 304097 PART X, LINE 2: THE ORGANIZATION IS A NON-PROFIT ORGANIZATION EXEMPT FROM FEDERAL INCOME AND EXCISE TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS CLASSIFIED AS OTHER THAN A PRIVATE FOUNDATION. TAX RETURNS FOR THE ORGANIZATION FOR THE YEARS ENDED JUNE 30, 2020, TO 2023, ARE SUBJECT TO EXAMINATION BY THE IRS. THE GENERAL STATUTE OF LIMITATIONS THREE YEARS FROM THE DATE OF FILING. X X X X 0 1 0 0 0 0 0 0 0 CHRISTOPHER W TOMLIN CEO-MHA 0 417254 0 0 0 0 0 0 0 0 0 417254 0 0 PART I, LINE 3: COMPENSATION PROCESS FOR TOP OFFICIALS - THE FINANCE COMMITTEE OF THE BOARD OF THE METHODIST HOME FOR THE AGING SHALL SET THE COMPENSATION FOR THE EXECUTIVE STAFF. THE EXECUTIVE STAFF SHALL RECOMMEND COMPENSATION FOR KEY EMPLOYEES AND STAFF AT ALL THE FACILITIES. THE RECOMMENDATIONS ARE REVIEWED, APPROVED, OR MODIFIED BY THE FINANCE COMMITTEE. WESLEY SCOTT PLACE OFFICERS ARE NOT COMPENSATED. PART I, LINE 4B: CHRISTOPHER TOMLIN $22,500 IN NONQUALIFIED BENEFIT FORM 990, PART VI, SECTION A, LINE 3 MANAGEMENT DELEGATED - WESLEY SCOTT PLACE HAS A MANAGEMENT CONTRACT WITH METHODIST HOME FOR THE AGING (THE SPONSOR AND CONTROLLING ENTITY). FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED BY THE METHODIST HOME FOR THE AGING EXECUTIVE STAFF AND WESLEY SCOTT PLACE OFFICERS. FORM 990, PART VI, SECTION B, LINE 12C ENFORCEMENT OF CONFLICTS POLICY-ALL INTERESTED PERSONS MUST SIGN AN ANNUAL CONFLICT OF INTEREST STATEMENT. A CONFLICT-OF-INTEREST COMMITTEE WAS APPOINTED BY THE METHODIST HOME FOR THE AGING BOARD TO MONITOR AND ENFORCE CONFLICT OF INTEREST ISSUES. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION PROCESS FOR TOP OFFICIALS - THE FINANCE COMMITTEE OF THE BOARD OF THE METHODIST HOME FOR THE AGING SHALL SET THE COMPENSATION FOR THE EXECUTIVE STAFF. THE EXECUTIVE STAFF SHALL RECOMMEND COMPENSATION FOR KEY EMPLOYEES AND STAFF AT ALL THE FACILITIES. THE RECOMMENDATIONS ARE REVIEWED, APPROVED, OR MODIFIED BY THE FINANCE COMMITTEE. COMPENSATION PROCESS FOR OFFICERS - WESLEY SCOTT PLACE OFFICERS ARE NOT COMPENSATED. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS, AND FORM 990 ARE MADE AVAILABLE FOR PUBLIC INSPECTION BY APPOINTMENT, EXAMINATION CAN BE MADE AT 1520 COOPER HILL ROAD, BIRMINGHAM, AL 35210 FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS NOT CHANGED ANY PROCESSES FROM PRIOR YEAR. METHODIST HOME FOR THE AGING 1521 COOPER HILL ROAD BIRMINGHAM AL 35210 630376518 RETIREMENT AL 501(C)(3) LINE 10 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 METHODIST HOME FOR THE AGING M 19595 ACTUAL VALUE