2026-05-15T14:52:55-05:00 2025-06-30 994625061 CRI ADVISORS LLC 1601 2ND AVENUE EAST ONEONTA AL 35121 990 2024-07-01 630376518 METHODIST HOME FOR THE AGING DBA METHODIST HOMES CORPORATION METH 2059512442 1520 COOPER HILL ROAD BIRMINGHAM AL 35210 MIKE FAULKNER CFO 2059512442 2026-05-15 1 0 JONATHAN D THOMAS P00833737 2055176914 2026-05-15 2024 2025-03-06 01:10:19Z CHRISTOPHER TOMLIN 1520 COOPER HILL ROAD BIRMINGHAM AL 35210 54767888 0 X METHODISTHOMES.ORG X 1956 AL RETIREMENT AND NURSING HOME CARE 26 26 1023 0 0 0 181611 531479 53858362 52867913 826251 1368496 0 0 54866224 54767888 152581 488813 0 0 28836446 29398001 0 0 0 23783336 26131156 52772363 56017970 2093861 -1250082 113174731 110651442 87635216 84795515 25539515 25855927 RETIREMENT AND NURSING HOME CARE 0 0 51014635 52867913 HOUSING AND NURSING CARE FOR THE AGED WAS PROVIDED FOR APPROXIMATELY 199,192 RESIDENT/PATIENT DAYS. 51014635 1 1 0 0 0 0 0 0 0 1 1 0 1 1 1 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 27 0 1 1023 1 0 0 0 0 0 0 0 0 0 0 0 0 X 26 26 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X MIKE FAULKNER 2059512442 1520 COOPER HILL ROAD BIRMINGHAM AL 35210 ROBERT L MCKEE III CHAIR 0.00 X 0 0 0 MARSHA D CLARK VICE CHAIR 0.00 X 0 0 0 JAMIE W STEELE JR TREASURER 0.00 X 0 0 0 JENNIFER R PIVER SECRETARY 0.00 X 0 0 0 MAUDINE J HOLLOWAY ASSIST. SEC./TREASURER 0.00 X 0 0 0 WILLIAM C ALLISON TRUSTEE 0.00 X 0 0 0 JOHN I BAXTER TRUSTEE 0.00 X 0 0 0 NATHAN CARDEN TRUSTEE 0.00 X 0 0 0 JEREMY K PRIDGEON TRUSTEE 0.00 X 0 0 0 HENRY E ROBERTS TRUSTEE 0.00 X 0 0 0 JAMES B SANDERS III TRUSTEE 0.00 X 0 0 0 ROBERT C SCALES SR TRUSTEE 0.00 X 0 0 0 LYNN C CHAPMAN TRUSTEE 0.00 X 0 0 0 GENE FLOORE TRUSTEE 0.00 X 0 0 0 JONATHAN HOLSTON TRUSTEE 0.00 X 0 0 0 ELIZABETH M HUBER TRUSTEE 0.00 X 0 0 0 FRANK JENKINS TRUSTEE 0.00 X 0 0 0 JOHN ED MATHISON TRUSTEE 0.00 X 0 0 0 LISA KEYS-MATHEWS TRUSTEE 0.00 X 0 0 0 JOHN P MOUNT JR TRUSTEE 0.00 X 0 0 0 TOMMY W PEACOCK TRUSTEE 0.00 X 0 0 0 RONALD E SHULTZ TRUSTEE 0.00 X 0 0 0 SAMUEL G SUMNER TRUSTEE 0.00 X 0 0 0 TERRYE S TAKACS TRUSTEE 0.00 X 0 0 0 THOMAS E WATERS TRUSTEE 0.00 X 0 0 0 SAM WILLIAMSON TRUSTEE 0.00 X 0 0 0 CHRISTOPHER TOMLIN PRESIDENT, CEO 50.00 X 419514 0 22500 MIKE GILES VICE PRESIDENT, COO 50.00 X 312719 0 22500 MICHAEL E FAULKNER CFO 50.00 X 281524 0 22500 PATRICK DAVIES MANAGEMENT 1.00 X 270057 0 0 AMBER ARRINGTON MANAGEMENT 1.00 X 181202 0 0 ELIZABETH PROSCH MANAGEMENT 1.00 X 175911 0 0 JENNIFER WILLIAMS MANAGEMENT 1.00 X 169523 0 0 BARTHOLOMEW PREVALLET MANAGEMENT 1.00 X 167543 0 0 1977993 0 67500 8 0 1 0 0 531479 531479 PROGRAM SERVICE REVENUE 533110 52867913 52867913 52867913 1297587 1297587 70909 0 70909 70909 70909 54767888 54236409 0 0 488813 488813 25991725 21532792 4458933 1601307 1307954 293353 1804969 1553920 251049 5259890 5259890 220794 220794 86138 86138 496955 496955 2027463 2027463 3611 3611 4714049 4714049 146223 146223 2698842 2698842 1098113 1098113 OTHER ASSISTED LIVING E 5162515 5162515 IMPAIRMENT LOSS 2564689 2564689 ALL OTHER EXPENSES 939520 939520 OPERATING AND MAINTENAN 659996 659996 52358 52358 56017970 51014635 5003335 0 2068978 2180992 64456 64456 9919948 12138115 123033 123033 1492241 1501407 97059369 36623964 62024321 60435405 19222130 19323147 6233616 6265715 12026008 8619172 113174731 110651442 7794254 6392439 158043 158043 79535000 78120000 114119 91983 33800 33050 87635216 84795515 X 18618799 18352215 6920716 7503712 25539515 25855927 113174731 110651442 -1250082 1566496 0 X 0 1 X 1 1 1 X 6004734 6000124 236208 380248 531479 13152793 41036542 44632041 51129869 60542815 197341267 47041276 50632165 51366077 60923063 531479 210494060 0 0 0 210494060 4468862 -2415910 1502514 2656220 6211686 4468862 -2415910 1502514 2656220 6211686 51510138 48216255 52868591 63579283 531479 216705746 0.97130 0.97460 0.02870 0.02540 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6503314 526467 1156747 5873034 6447904 291683 198637 37636 6503314 6401742 482207 334471 101574 6447904 7509504 -817350 243993 46419 6401742 6295101 1424963 171105 39455 7509504 1.00000 0 0 1551630 1551630 81892270 28654183 53238087 12262964 6822823 5440141 1352505 1146958 205547 60435405 BOND FUND-MARKETABLE SECURITIES 6265715 F 6265715 CERTIFICATE OF NEED 3025377 BOND COSTS 1103282 CERTIFICATE OF NEED-OPERATING 1194296 INVEST HELD BY FNDTN - RESTR 75597 INVESTMENTS SENIOR SELECT 399600 INVESTMENT IN REAL ESTATE 798737 DUE T/F METH RETIRE SERVICES 489 DUE T/F METH HOME DEVELOP CO 354 DUE T/F MHA DEVELOP PENSACOLA 6287 DUE T/F METH HOME CARE, INC. 487 DUE T/F WES GARDENS RET COMM 554394 DUE T/F WESLEY GLEN, LTD. -16532 DUE T/F WESLEY ACRES I 60593 DUE T/F WESLEY ACRES II 78118 DUE T/F EPWORTH HOUSE 142288 DUE T/F WESLEY APARTMENTS 550656 DUE T/F ALTERSGATE FOUNDATION 27 DUE T/F FAIR HAVEN -18672 DUE T/FROM WP ON HONEYSUCKLE 30825 DUE T/FROM MATHISON RETIRE CO 332151 DUE T/F FLORENCE PROJECT 7641 DUE T/F WESLEY PARK 88226 DUE T/F WESLEY HAVEN VILLA 292479 MGMT FEES RECEIVABLE - WHV -53778 DUE T/F WESLEY SCOTT PLACE, I 36878 DUE T/F WESLEY SCOTT PLACE, L 12722 DUE T/F DALEVILLE/ASBURY HEIG 38 DUE T/FRM PENSACOLA IND LIVING 27332 ACCOUNTS PAYABLE - FOUNDATION -110720 8619172 ADVANCE DEPOSITS NEW APTS 29550 TENANT SECURITY DEPOSITS 3500 33050 X 56409284 1566496 74900 1641396 54767888 0 54767888 55943070 0 55943070 74900 74900 56017970 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, 2021 TO 2023, ARE SUBJECT TO EXAMINATION BY THE IRS. THE GENERAL STATUE OF LIMITATIONS IS THREE YEARS FROM THE DATE OF FILING. PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT FEES PART V, LINE4: EARNINGS ARE TO BE USED TO PROVIDE ASSISTANCE TO RESIDENTS OF METHODIST HOMES FOR THE AGING AND AFFILIATES. 1 FINANCIAL ASSISTANCE GRANTS FOR RESIDENTS X X X X 0 1 0 0 0 0 0 0 0 CHRISTOPHER TOMLIN PRESIDENT, CEO 419514 0 0 0 0 0 22500 0 0 0 442014 0 0 0 MIKE GILES VICE PRESIDENT, COO 312719 0 0 0 0 0 22500 0 0 0 335219 0 0 0 MICHAEL E FAULKNER CFO 281524 0 0 0 0 0 22500 0 0 0 304024 0 0 0 PATRICK DAVIES MANAGEMENT 270057 0 0 0 0 0 0 0 0 0 270057 0 0 0 AMBER ARRINGTON MANAGEMENT 181202 0 0 0 0 0 0 0 0 0 181202 0 0 0 ELIZABETH PROSCH MANAGEMENT 175911 0 0 0 0 0 0 0 0 0 175911 0 0 0 JENNIFER WILLIAMS MANAGEMENT 169523 0 0 0 0 0 0 0 0 0 169523 0 0 0 BARTHOLOMEW PREVALLET MANAGEMENT 167543 0 0 0 0 0 0 0 0 0 167543 0 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. PART I, LINE 4B: CHRISTOPHER TOMLIN $22,500 NONQUALIFIED MIKE GILES $22,500 NONQUALIFIED MIKE FAULKER $22,500 NONQUALIFIED FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE RETURN IS PRESENTED TO THE KEY OFFICERS, FINANCE COMMITTEE AND ALL INTERESTED TRUSTEES FOR REVIEW PRIOR TO THE RELEASE OF THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C ALL INTERESTED PERSONS MUST SIGN AN ANNUAL CONFLICT OF INTEREST STATEMENT. A CONFLICT OF INTEREST COMMITTEE WAS APPOINTED BY THE METHODIST HOMES FOR THE AGING BOARD TO MONITOR AND ENFORCE CONFLICT OF INTEREST ISSUES. FORM 990, PART VI, SECTION B, LINE 15 THE FINANCE COMMITTEE OF THE BOARD OF METHODIST HOMES FOR THE AGING SHALL SET THE COMPENSATION OF 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. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS DISCLOSURE EXPLANATION: BY APPOINTMENT INSPECTION CAN BE MADE AT 1520 COOPER HILL ROAD, BIRMINGHAM, AL 35210 WESLEY ACRES 700 CEDAR LAKE ROAD SW 501 DECATUR AL 35603 630777878 RETIREMENT AL 501(C)(3) LINE 10 N/A 0 WESLEY APARTMENTS 1401 NOBLE STREET ANNISTON AL 36201 630851067 RETIREMENT AL 501(C)(3) LINE 10 N/A 0 WESLEY ACRES II 700 CEDAR LAKE ROAD SW 501 DECATUR AL 35603 631190834 RETIREMENT AL 501(C)(3) LINE 10 N/A 0 WESLEY HAVEN VILLA 111 EAST WRIGHT STREET PENSACOLA FL 32501 043743805 RETIREMENT FL 501(C)(3) LINE 10 N/A 0 EPWORTH HOUSE 2500 FRANKLIN STREET SELMA AL 36703 630878984 RETIREMENT AL 501(C)(3) LINE 10 N/A 0 MATHISON RETIREMENT COMMUNITY 3637 FLORIDA 390 PANAMA CITY FL 32405 462392994 RETIREMENT FL 501(C)(3) LINE 10 N/A 0 WESLEY GARDENS 1555 TAYLOR ROAD MONTGOMERY AL 36117 462396221 RETIREMENT AL 501(C)(3) LINE 10 N/A 0 WESLEY SCOTT PLACE 3300 W SCOTT STREET PENSACOLA FL 32505 631194446 RETIREMENT FL 501(C)(3) LINE 10 N/A 0 WESLEY GLEN 700 CEDAR LAKE ROAD SW 501 DECATUR AL 35603 631194444 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 MATHISON RETIREMENT COMMUNITY L 291757 ACTUAL VALUE WESLEY GARDENS RETIREMENT COMMUNITY L 202776 ACTUAL VALUE WESLEY HAVEN VILLA L 129814 ACTUAL VALUE WESLEY ACRES L 58204 ACTUAL VALUE WESLEY APARTMENTS L 40522 ACTUAL VALUE EPWORTH HOUSE L 25756 ACTUAL VALUE WESLEY SCOTT PLACE L 18720 ACTUAL VALUE WESLEY ACRES II L 6320 ACTUAL VALUE