2025-11-17T11:48:49-06:00 2024-12-31 994625061 CRI ADVISORS LLC 1601 2ND AVENUE EAST ONEONTA AL 35121 990 2024-01-01 630726127 PRESBYTERIAN RETIREMENT HOMES OF BIRMINGHAM INC PRES 2059562184 3605 RATLIFF ROAD BIRMINGHAM AL 35210 CHADWICK L CARTER PRESIDENT 2059562184 2025-11-10 1 1 JONATHAN D THOMAS P00833737 2055176914 2025-11-10 2024 2025-03-06 01:10:19Z KIRKWOOD BY THE RIVER CHADWICK L CARTER 3605 RATLIFF ROAD BIRMINGHAM AL 35210 19133038 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 18 262 0 0 0 349352 352005 14756672 18558636 355930 67947 214672 154450 15676626 19133038 0 0 0 0 7223564 7732199 0 0 0 8200642 10650433 15424206 18382632 252420 750406 46408326 49749194 37569476 39933744 8838850 9815450 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 7352380 7713679 SKILLED NURSING 4845887 5055732 ASSISTED LIVING 4511687 4913708 INDEPENDENT LIVING 1097914 PERSONAL CARE SERVICES & OTHER MISC 1097914 16709954 1 1 0 0 0 0 0 0 0 1 1 0 0 1 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 34 0 1 262 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 165347 0 26230 WILLIAM WIDMAN CFO 40.00 X 127360 0 30500 GAYLE LEDBETTER NURSING 56.82 X 132882 0 7616 NADINE PORTER NURSING 40.00 X 120025 0 10359 JEFF BURCHFIELD ADMINISTRATOR 40.00 X 126655 0 5044 BEVERLY PARNELL DIRECTOR OF NURSING 40.00 X 113409 0 5196 785678 0 84945 6 0 1 0 SOUTHERN FOOD MANAGEMENT SERVICES 431 OFFICE PARK DRIVE BIRMINGHAM AL 35223 DIETARY & HOUSEKEEPING SERVICES 3532434 TOWER HOMES 2106 DEVEREAUX CIRCLE BIRMINGHAM AL 35243 CONSTRUCTION 1707884 SELECT REHAB 680 SOUTH FOURTH STREET LOUISVILLE KY 40202 REHAB SERVICES 365896 BRIAN'S FLOORING & DESIGN 2928 6TH AVENUE SOUTH BIRMINGHAM AL 35233 FLOORING 208209 HARDY SERVICES 3801 2ND AVENUE SOUTH BIRMINGHAM AL 35222 CONSTRUCTION 157225 5 352005 352005 SKILLED NURSING 623000 7713679 7713679 INDEPENDENT LIVING 623990 5789225 5789225 ASSISTED LIVING 623990 5055732 5055732 18558636 59773 59773 8174 0 8174 8174 8174 EMPLOYEE/GUEST MEALS 623000 96134 96134 EMPLOYEE CHRISTMAS GIFT RECEIPTS 623000 71005 71005 MISCELLANEOUS INCOME 623000 38306 38306 -50995 -50995 154450 19133038 18781033 0 0 X 6625126 5329122 1296004 93009 52770 40239 525271 436523 88748 488793 400386 88407 47477 47477 3763267 3763267 194508 193832 676 185893 87710 98183 256282 256282 663467 663467 16325 7574 8751 8823 4630 4193 1211880 1211880 1474951 1474951 441109 441109 OTHER PROGRAM EXPENSES 1429277 1429277 REPAIRS & MAINTENANCE 484645 484645 THERAPY 389166 389166 FOOD & NOURISHMENTS 83363 83363 18382632 16709954 1672678 0 3242 3250 396247 549598 10000 10000 902487 2203836 59579 64559 163645 185355 61547643 20932421 41138228 40615222 2516580 2731098 25700 25700 1192618 3360576 46408326 49749194 1346057 1476157 3381939 4868595 30483863 29860512 2357617 3728480 37569476 39933744 X 8838850 9815450 8838850 9815450 46408326 49749194 X 750406 226193 1 X 0 1 X 1 0 X 244024 210229 215711 349352 352005 1371321 11523315 11570087 12716023 14756672 18558636 69124733 11767339 11780316 12931734 15106024 18910641 70496054 0 0 0 70496054 91962 92319 84036 75919 59773 404009 91962 92319 84036 75919 59773 404009 34245 51775 54032 95148 151241 386441 11893546 11924410 13069802 15277091 19121655 71286504 0.98890 0.98770 0.00570 0.00680 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2269459 268157 46186 2491430 2977537 220590 909668 19000 2269459 3246129 139410 387937 20065 2977537 2932990 386804 52623 21042 3246129 2506073 105441 429644 90559 17609 2932990 0 0 774068 774068 55005696 20932421 34073275 5767879 5767879 40615222 ACCTS RECEIVABLE - GENERAL 306674 CONSTRUCTION IN PROGRESS - GENERAL 2997291 OPERATING LEASE 56613 ROUNDING -2 3360576 RESIDENT CREDIT BALANCES 194496 EMPLOYEE CHRISTMAS FUND 18233 LIBRARY FUND 1726 KIRKWARES STORE 1908 CHAPEL FUND 23914 FLOWER FUND 6576 CHAPLAIN DISCRETIONARY FUND 1881 FULL PAYMENT PLAN 187499 PARTIAL PAYMENT PLAN 301750 APT REOCCUPIED - REFUND AT DEATH 480470 RESIDENT DIED/MOVED - UNIT NOT YET 15625 DUE AT DEATH & REOCCUPANCY 275000 PRIORITY DEPOSITS 18375 TRADITIONAL PLANS 986507 CONTRACT ENTRANCE FEES 1157900 OPERATING LEASE LIABILITY 56613 ROUNDING 7 3728480 19359232 226193 1 226194 19133038 0 19133038 18382632 0 18382632 0 18382632 PART XI, LINE 2D - OTHER ADJUSTMENTS: ROUNDING 1. 0 0 0 0 0 0 0 0 0 CHAD CARTER PRESIDENT 165347 0 0 0 0 0 22442 0 3788 0 191577 0 0 0 WILLIAM WIDMAN CFO 127360 0 0 0 0 0 30500 0 0 0 157860 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 193,044. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 193,044. CONSULTANTS SKILLED NURSING: PROGRAM SERVICE EXPENSES 23,970. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 23,970. CONSULTANTS - MEDICARE COST REPORT: PROGRAM SERVICE EXPENSES 3,800. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,800. DIETARY - HOUSEKEEPING: PROGRAM SERVICE EXPENSES 3,540,395. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,540,395. 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.