2025-05-15T16:15:41+00:00 2024-06-30 440160260 Forvis Mazars LLP 1551 N Waterfront Pkwy Ste 300 Wichita KS 672066601 990 2023-07-01 205385139 ASHFIELD ACTIVE LIVING AND WELLNESS COMMUNITIES INC ASHF 3166851100 2414 N WOODLAWN BLVD WICHITA KS 67220 MELANIE OWENS CFO 3166851100 2025-05-15 true Brandon Schulze P02051564 3162652811 2025-05-15 2023 2025-03-06 01:10:19Z ABERDEEN HEIGHTS BRUCE H SHOGREN 2414 N WOODLAWN BLVD WICHITA KS 67220 24968974 false X WWW.ABERDEENSENIORLIVING.COM X 2006 MO TO PROVIDE QUALITY ACTIVE SENIOR LIVING AND HEALTH CARE WITHIN A CHRISTIAN-BASED COMMUNITY. 8 8 342 56 0 0 37925 51471 21955873 23456408 7921 1453663 117670 7432 22119389 24968974 0 0 0 7355898 8254840 0 0 20440076 20292414 27795974 28547254 -5676585 -3578280 137225570 138268928 234116553 237592792 -96890983 -99323864 TO PROVIDE QUALITY ACTIVE SENIOR LIVING AND HEALTH CARE WITHIN A CHRISTIAN-BASED COMMUNITY THROUGH A CONTINUUM OF SERVICE FOUNDED UPON THE VALUES OF RESPECT, DIGNITY AND INDEPENDENCE. false false 24211578 0 23456408 OPERATION OF A SENIOR LIVING AND CARE COMMUNITY IN MISSOURI WHICH PROVIDES SERVICES TO SATISFY THREE BASIC NEEDS OF ELDERLY PERSONS, INCLUDING HOUSING, HEALTH CARE, AND FINANCIAL SECURITY. HOUSING NEEDS ARE MET BY PROVIDING FACILITIES THAT ARE SPECIFICALLY DESIGNED TO MEET A COMBINATION OF PHYSICAL, EMOTIONAL, RECREATIONAL AND SOCIAL NEEDS OF ELDERLY PERSONS. HEALTH CARE NEEDS ARE SATISFIED BY OFFERING A CONTINUUM OF CARE WHICH OFFERS SERVICES FOR THE FUTURE HEALTH CARE NEEDS OF RESIDENTS ON A SINGLE CAMPUS. FINANCIAL SECURITY IS ACHIEVED BY PROVIDING SERVICES AT THE LOWEST FEASIBLE COST. INCLUDED IS THE POLICY OF MAINTAINING IN RESIDENCE ANY PERSON WHO OUTLIVES HIS OR HER ABILITY TO PAY FOR THE COST OF RESIDENCY THROUGH NO FAULT OF THEIR OWN. 24211578 true true false true false false false false false true false false true true false true true false false false false false false false false false false false true true false false false false false false false false false false false false false false false true false false false true 68 0 true 342 true false false false false false false false false false false false false X 8 8 true false false false true true false true true false false true true true true true true true true false MO X BRUCE H SHOGREN 3166851100 2414 N WOODLAWN BLVD WICHITA KS 67220 DAN F HARRIS CHAIR 1.0 3.0 X X 0 0 0 ROBERT S BONNEY VICE CHAIR 1.0 3.0 X X 0 0 0 AARON MORRISON TRUSTEE 1.0 3.0 X 0 0 0 GARY D BRENNECKE TRUSTEE 1.0 3.0 X 0 0 0 JOHN GOODWIN TRUSTEE 1.0 3.0 X 0 0 0 NANCY DULING TRUSTEE 1.0 3.0 X 0 0 0 PATRICIA COOK TRUSTEE 1.0 3.0 X 0 0 0 ROB SCHENDEL TRUSTEE 1.0 3.0 X 0 0 0 BRUCE H SHOGREN PRESIDENT/CEO 5.0 35.0 X 0 387684 50301 JOAN MILLER ASST. TREASURER/CONTROLLER 5.0 35.0 X 0 140857 11216 MELANIE OWENS CFO/TREASURER 5.0 35.0 X 0 251948 15046 SHERRY K HIND CORPORATE SECRETARY 5.0 35.0 X 0 141571 15455 WILLIAM H TAYLOR CHIEF OPERATING OFFICER 5.0 35.0 X 0 244818 26301 ANTHONY ALTOBELLA HEALTH SERVICES ADMINISTRATOR 40.0 0 X 134403 0 395 VALERIE BARNARD ASSISTANT DIRECTOR OF NURSING 40.0 0 X 114819 0 0 249222 1166878 118714 2 false true false AEGIS THERAPIES INC 5220 TENNYSON PARKWAY STE 400 PLANO TX 75024 THERAPY SERVICES 702889 INTEGRITY HEALTH GROUP LLC PO BOX 4729 WINTER PARK FL 32793 PRIVATE CARE 518862 CURA HOSPITALITY LLC PO BOX 743676 ATLANTA GA 30374 CONTRACT LABOR DIETARY 442139 INTERLYCARE INC PO BOX 783717 PHILADELPHIA PA 19178 CONTRACT LABOR NURSING 335848 GREYSTONE DEVELOPMENT COMPANY II LP 220 EAST LAS COLINAS BLVD SUITE 1000 IRVING TX 75039 CONSULTING SERVICES 272108 12 43039 8432 51471 NET RESIDENT SERVICE REVENUE 623000 23456408 23456408 0 0 0 0 23456408 978528 978528 4169 0 4169 0 4169 4169 475135 0 475135 0 475135 475135 3263 0 0 3263 3263 24968974 23456408 0 1461095 7175450 6309361 866089 3340 2937 403 554704 487750 66954 521346 460841 60505 942423 942423 20435 20435 52193 52193 579 579 1950679 1631657 319022 0 321059 321059 1665020 1407441 257579 253948 45682 208266 2704912 2504770 200142 34178 26850 7328 23938 2122 21816 5838813 5380466 458347 4085595 3764876 320719 153109 153109 FOOD 1269132 1210424 58708 ANCILLARY COSTS 890459 890459 WELLNESS - HEALTHCARE 62400 62400 BAD DEBT EXPENSE 23542 23542 0 0 0 0 28547254 24211578 4335676 0 3665977 5828857 225889 236373 0 0 942588 903978 0 0 0 0 0 0 0 0 528194 641430 145499748 47978025 100984078 97521723 22119675 24066312 0 0 0 0 8759169 9070255 137225570 138268928 3872833 5280806 0 0 115682668 119348344 113507825 111593207 0 0 0 0 0 0 0 0 1053227 1370435 234116553 237592792 X -96902729 -99337910 11746 14046 -96890983 -99323864 137225570 138268928 -3578280 1145399 0 X false true X true false X 6096 5497810 264390 37925 51471 5857692 20143761 19906414 19742174 21955873 23456408 105204630 0 0 0 20149857 25404224 20006564 21993798 23507879 111062322 0 0 0 0 0 0 0 0 31041 14827 0 45868 0 0 31041 14827 0 45868 111016454 918153 735833 790855 746862 982697 4174400 0 918153 735833 790855 746862 982697 4174400 0 34574 11005 1252733 114748 3263 1416323 21102584 26151062 22050152 22855408 24493839 116653045 0.9517 0.9507 0.04 0.0364 X Schedule A, Part III, Line 12 Other Income DESCRIPTION - OTHER INCOME, COLUMN A - 34574.0, COLUMN B - 11005.0, COLUMN C - 252733.0, COLUMN D - 19639.0, COLUMN E - 3263.0, COLUMN F - 321214.0; DESCRIPTION - SETTLEMENT REVENUE, COLUMN A - 0.0, COLUMN B - 0.0, COLUMN C - 1000000.0, COLUMN D - 95109.0, COLUMN E - 0.0, COLUMN F - 1095109.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false true 579 false false false 579 false Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY 5% OF LEADINGAGE MISSOURI DUES ARE DEDICATED TO LOBBYING. 7510543 7510543 125750056 40067372 85682684 4434134 3663685 770449 7805015 4246968 3558047 97521723 CONTINUING CARE CONTRACT 283387 FUNDS HELD BY FISCAL AGENT 8775755 ACCOUNTS RECEIVABLE - OTHER 11113 9070255 DEPOSIT AGREEMENTS 50500 SUBORDINATED MANAGEMENT FEES 285000 INTERCOMPANY PAYABLE 1034935 1370435 26090831 1145399 0 1145399 24945432 23542 23542 24968974 28523711 0 0 28523711 23542 23542 28547253 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. Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements BAD DEBT EXPENSE - 23542 Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements BAD DEBT EXPENSE - 23542 false false false false false false false false false SHERRY K HIND CORPORATE SECRETARY 0 141193 0 0 0 378 0 8500 0 6955 0 157026 0 0 JOAN MILLER ASST. TREASURER/CONTROLLER 0 137642 0 3000 0 215 0 1000 0 10216 0 152073 0 0 MELANIE OWENS CFO/TREASURER 0 240108 0 4500 0 7340 0 4000 0 11046 0 266994 0 0 BRUCE H SHOGREN PRESIDENT/CEO 0 382589 0 0 0 5095 0 32500 0 17801 0 437985 0 0 WILLIAM H TAYLOR CHIEF OPERATING OFFICER 0 241243 0 0 0 3575 0 8500 0 17801 0 271119 0 0 Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation COMPENSATION FOR BRUCE H. SHOGREN, PRESIDENT/CEO IS PROVIDED BY PRESBYTERIAN MANORS OF MID-AMERICA, INC (PMMA), A RELATED ENTITY. PMMA USES A COMPENSATION COMMITTEE, FORM 990 OF OTHER ORGANIZATIONS, A WRITTEN EMPLOYMENT CONTRACT, A COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE TO ESTABLISH MR. SHOGREN'S COMPENSATION. THE COMPENSATION FOR ALL OTHER OFFICERS AND KEY EMPLOYEES IS ALSO PROVIDED BY PMMA. THE CEO OF PMMA USES COMPARABILITY DATA TO DETERMINE COMPENSATION FOR THE OTHER OFFICERS, KEY EMPLOYEES, AND EXECUTIVE DIRECTORS. A THE INDUSTRIAL DEVELOPMENT AUTHORITY OF THE CITY OF KIRKWOOD MISSOURI 431389515 497609BD8 2017-03-30 125781549 REFUND 2010 BOND ISSUED 2/10/10 false false false A 11430000 125781549 8128144 2498986 123299483 2013 false true true true A false true true true false 0.0004 0.0 0.0004 false false true A false true false false false true true A true Schedule K, Part IV, Line 6 PROCEEDS INVESTED BEYOND TEMPORARY PERIOD PROCEEDS OF THE BONDS WERE INVESTED IN A YIELD RESTRICTED ESCROW FUND. THE ESCROW FUND MATURED 05/15/2020. Schedule K, Part IV, Line 2c COLUMN A AN INSTALLMENT ARBITRAGE REBATE COMPUTATION WAS PREPARED AS OF MARCH 1, 2022 AND THERE WAS NO ARBITRAGE OR EXCESS YIELD LIABILITY AS OF THAT DATE. Form 990, Part VI, Line 2 BUSINESS RELATIONSHIPS ALL OF THE OFFICERS AND DIRECTORS HAVE A BUSINESS RELATIONSHIP DUE TO THEIR POSITIONS IN PRESBYTERIAN MANORS OF MID-AMERICA, INC., A RELATED 501(C)(3) ORGANIZATION. Form 990, Part VI, Line 6 Classes of members or stockholders PRESBYTERIAN MANORS OF MID-AMERICA, INC. (PMMA), A NOT-FOR-PROFIT, 501(C)(3) ORGANIZATION IS THE SOLE MEMBER OF ASHFIELD ACTIVE LIVING AND WELLNESS COMMUNITIES, INC. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body PMMA, BEING THE SOLE MEMBER OF ASHFIELD ACTIVE LIVING AND WELLNESS COMMUNITIES, INC. HAS THE RIGHT TO ELECT ALL OF THE BOARD OF TRUSTEES. Form 990, Part VI, Line 11b Review of form 990 by governing body AN INDEPENDENT ACCOUNTING FIRM PREPARES AND REVIEWS THE FORM 990. THE 990 IS THEN REVIEWED BY THE CFO AND MADE AVAILABLE TO THE ORGANIZATION'S DESIGNATED COMMITTEE TO THE BOARD OF TRUSTEES FOR REVIEW PRIOR TO THE FINAL FILING. ANY QUESTIONS OR CONCERNS RECEIVED FROM THE COMMITTEE PRIOR TO FILING ARE ADDRESSED, AND ANY NECESSARY CORRECTIONS ARE MADE TO THE FILING. Form 990, Part VI, Line 12c Conflict of interest policy 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, Line 15a Process to establish compensation of top management official 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. Form 990, Part VI, Line 15b Process to establish compensation of other employees THE CEO USES COMPARABILITY DATA TO DETERMINE COMPENSATION FOR THE OTHER OFFICERS, KEY EMPLOYEES, AND EXECUTIVE DIRECTORS. THIS PROCESS LAST OCCURED IN 2024. Form 990, Part VI, Line 19 Required documents available to the public ASHFIELD ACTIVE LIVING AND WELLNESS COMMUNITIES, 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 11d Other Miscellaneous Revenue OTHER INCOME - Total Revenue: 3263, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 3263; PRESBYTERIAN MANORS OF MID-AMERICA 2414 N WOODLAWN BLVD WICHITA KS 67220 480877587 MANAGEMENT KS 501(c)(3) Type II NA false PRESBYTERIAN MANORS INC 2414 N WOODLAWN BLVD WICHITA KS 67220 237154996 CCRC KS 501(c)(3) 10 PMMA false SALINA PRESBYTERIAN MANOR ENDOWMENT FUND 2601 E CRAWFORD ST SALINA KS 67401 480937829 FUNDS MGMG KS 501(c)(3) Type I PMI false ABERDEEN RIDGE 2414 N WOODLAWN BLVD WICHITA KS 67220 472871995 CCRC KS 501(c)(3) 10 PMMA false false false false false true false false false false false false false true false true true true false false