2025-11-17T13:29:17-06:00 2024-12-31 610420207 JONES NALE & MATTINGLY PLC 401 WEST MAIN STREET SUITE 1100 LOUISVILLE KY 40202 990 2024-01-01 611212366 PRESBYTERIAN HOMES AND SERVICES FOUNDATION INC PRES 5022599101 2116 BUECHEL BANK ROAD LOUISVILLE KY 40218 HARRIET WAGNER PRESIDENT / CEO 5022599101 2025-11-13 1 1 TRAVIS C FRICK P01728213 5025830248 2024 2025-03-06 01:10:19Z HARRIET WAGNER 2116 BUECHEL BANK ROAD LOUISVILLE KY 40218 2831 0 X NONE X 1992 KY TO SUPPORT THE PRESBYTERIAN HOMES AND SERVICES OF KENTUCKY, INC., WHICH PROVIDES HOUSING, NURSING FACILITIES, AND OTHER SERVICES FOR SENIOR CITIZENS. 4 4 0 0 0 0 1000 0 0 0 40085 2831 0 0 41085 2831 0 0 0 0 0 0 0 0 0 0 0 0 0 41085 2831 7185 258928 0 0 7185 258928 TO SUPPORT THE PRESBYTERIAN HOMES AND SERVICES OF KENTUCKY, INC., WHICH PROVIDES HOUSING, NURSING FACILITIES, AND OTHER SERVICES FOR SENIOR CITIZENS. 0 0 THE ORGANIZATION PROVIDED FINANCING FOR CAPITAL PROJECTS TO PRESBYTERIAN HOMES AND SERVICES OF KENTUCKY, INC., AN AFFILIATED ORGANIZATION WHICH IT SUPPORTS. 1 0 0 0 0 0 0 0 0 1 1 0 0 1 0 1 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 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 4 4 0 0 0 0 0 0 0 1 0 0 1 1 1 1 1 1 1 1 0 0 0 KY X PHSK CFO 5022599101 2116 BUECHEL BANK ROAD LOUISVILLE KY 40218 MS MARY-STUART REICHARD CHAIR 1.00 X X 0 0 0 MS MISSY DEARK MULL VICE CHAIR 1.00 X X 0 0 0 MR J MICHAEL DALTON SECRETARY 1.00 X X 0 0 0 MS LINDA MEDLEY MEMBER AT LARGE 1.00 X 0 0 0 DR HARRIET WAGNER PRESIDENT/CEO 1.00 40.00 X 0 167316 2005 MR BEN DURHAM EXECUTIVE VICE PRESIDENT 1.00 40.00 X 0 69143 731 0 236459 2736 0 0 1 0 0 2831 2831 2831 0 0 2831 0 0 0 0 7185 7185 7185 0 251743 7185 258928 0 0 X 7185 258928 7185 258928 7185 258928 X 2831 24471 224441 X X 0 0 0 X X 1 PRESBYTERIAN HOMES AND SERVICES OF KENTUCKY INC 611078924 10 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1419814 1419530 284 1219748 200066 1419814 1219748 -421756 1219748 990888 228860 1219748 921441 69447 990888 0 0 7185 7185 7185 RECEIVABLE FROM AFFILIATES 251743 251743 X PART V, LINE 4: THE PURPOSE OF THE FOUNDATION IS TO ENSURE THE FUTURE OPERATIONS OF PRESBYTERIAN HOMES AND SERVICES OF KENTUCKY, INC. WHICH PROVIDES HOUSING, NURSING FACILITIES, AND OTHER SERVICES FOR SENIOR CITIZENS. 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 POSTIIONS 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 0 167316 0 0 0 0 0 0 0 2005 0 169321 0 0 FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE ANY SUB-COMMITTEES. THE GOVERNING BODY MAKES ALL DECISIONS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PRESENTED TO THE BOARD OF TRUSTEES AT THE BOARD MEETING BEFORE 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 C, LINE 19 THE PUBLIC DISCLOSURE COPY OF THE RETURN IS AVAILABLE TO THE PUBLIC UPON REQUEST. THE 990 RETURN IS ALSO PUBLISHED ON THE GUIDESTAR.ORG WEBSITE FOR PUBLIC VIEWING. COPIES OF THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND THE CONSOLIDATED FINANCIAL STATEMENTS ARE ALL AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN RELATED INTERORGANIZATIONAL LOANS 224,441. FORM 990, PART XII, LINE 2C THE FULL BOARD HAS RESPONSIBILITY FOR THE SELECTION OF INDEPENDENT AUDITORS AND FOR REVIEW OF THE ANNUAL AUDIT. THE ANNUAL AUDIT REPORT IS REVIEWED AND APPROVED BY THE BOARD TREASURER AND IS THEN FORWARDED TO EACH BOARD MEMBER FOR REVIEW AND COMMENT. PRESBYTERIAN HOMES AND SERVICES OF KENTUCKY INC 2116 BUECHEL BANK RD LOUISVILLE KY 40218 611078924 PROVIDES HOUSING, NURSING FACILITIES FOR SENIOR CITIZENS KY 501(C)(3) LINE 11 0 ST JAMES GROUP INC 2116 BUECHEL BANK RD LOUISVILLE KY 40218 611367385 TO PROVIDE FACILITIES FOR THE ELDERLY KY 501(C)(3) LINE 12B, II 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PRESBYTERIAN HOMES AND SERVICES OF KENTUCKY INC D 251743