2026-05-15T10:59:07-05:00 2025-06-30 331498605 PLANTE & MORAN PLLC 10 S RIVERSIDE PLAZA 9TH FLOOR CHICAGO IL 60606 990 2024-07-01 201053401 MIDWEST SENIOR MINISTRIES MIDW 3145877903 1033 DEMONBREUM ST 300 NASHVILLE TN 37203 KENNA HUDSON CHIEF RESTRUCTURING OFFICER 3145877903 2026-05-14 1 1 SAMANTHA L BECKER P01344887 3122071040 2026-05-14 2024 2025-03-06 01:10:19Z KENNA HUDSON 1033 DEMONBREUM ST 300 NASHVILLE TN 37203 5659620 0 X HTTPS://CHRISTIANHORIZONSLIVING.ORG/ X 2005 IL CHRISTIAN HORIZONS EMPOWERS OLDER ADULTS IN MIND, BODY, AND SPIRIT THROUGH FAITH-LED SERVICE. X 16 12 0 0 1732993 21524 0 0 8281339 5553846 -2408739 -443808 3242 60774 5875842 5170812 0 0 0 0 1769358 1591964 0 0 0 6885470 4776567 8654828 6368531 -2778986 -1197719 16919838 15583743 138376 0 16781462 15583743 X CHRISTIAN HORIZONS EMPOWERS OLDER ADULTS IN MIND, BODY, AND SPIRIT THROUGH FAITH-LED SERVICE. OUR SERVICES ARE DRIVEN BY OUR F.A.I.T.H.-LED VALUES WHICH INCLUDE: FUN - WE FOSTER PERSONALIZED EXPERIENCES FILLED WITH JOY FOR THOSE WE SERVE, APPRECIATION - WE CELEBRATE GOD'S DISTINCTIVE GIFTS OF TALENT, WISDOM AND BEAUTY IN EVERY INDIVIDUAL, INSPIRATION - WE LOVINGLY SHARE CHRIST'S TRUTH WITH OTHERS, TRANSPARENCY - WE WORK WITH OPENNESS AND ACCOUNTABILITY, HEART - WE SERVE WITH PASSION. 0 1 5208921 0 3820853 MIDWEST SENIOR MINISTRIES PROVIDES PHARMACY SERVICES, INCLUDING PHARMACEUTICALS, CONSULTING AND SUPPLIES, TO RESIDENTS OF RELATED NON-PROFIT SENIOR LIVING COMMUNITIES AND AFFILIATES PROVIDING CARE IN A CHRISTIAN ENVIRONMENT. NEW HORIZONS PACE MO HOLDS AND LEASES BUILDINGS AND EQUIPMENT TO RELATED TAX EXEMPT ENTITIES UNDER THE CHRISTIAN HORIZONS CONTROLLED GROUP. NEW HORIZONS PACE MO WAS SOLD DURING FYE 2024. 5208921 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 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 X 16 12 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 IL X KENNA HUDSON 3145877903 1033 DEMONBREUM ST SUITE 300 NASHVILLE TN 37203 NICK FILING BOARD MEMBER - CHAIRMAN 0.30 2.00 X X 0 250 0 TIMOTHY BURRELL BOARD MEMBER - VICE PRESIDENT 0.30 2.00 X X 0 250 0 BILLY CARTER BOARD MEMBER - TREASURER 0.30 2.00 X X 0 250 0 SCOTT WILLIAMS BOARD MEMBER - SECRETARY 0.30 2.00 X X 0 250 0 JOHN ALLEN BURNETT BOARD MEMBER 0.30 2.00 X 0 250 0 JEAN DUNAWAY BOARD MEMBER 0.30 2.00 X 0 250 0 BRENDA EDEN BOARD MEMBER 0.30 2.00 X 0 250 0 DON FITZGERALD BOARD MEMBER 0.30 2.00 X 0 250 0 STEVE GNUSE BOARD MEMBER 0.30 2.00 X 0 250 0 TERRY GOODNER BOARD MEMBER 0.30 2.00 X 0 250 0 THOMAS KERINS BOARD MEMBER 0.30 2.00 X 0 250 0 SUSAN KLEIN BOARD MEMBER 0.30 2.00 X 0 250 0 MICHAEL MORBECK BOARD MEMBER 0.30 2.00 X 0 250 0 DAVID SANDEFUR BOARD MEMBER 0.30 2.00 X 0 250 0 MARCUS THOMAS BOARD MEMBER 0.30 2.00 X 0 250 0 DOUG WILEY BOARD MEMBER 0.30 2.00 X 0 250 0 CHUCK SCHMITZ CFO 2.00 38.00 X 0 202309 19183 KATHLEEN BERTRAM CEO 2.00 38.00 X 0 454775 49510 BARBARA SHEPARD CHIEF HUMAN RESOURCE OFFICER 2.00 38.00 X 0 257864 21761 KENNA HUDSON CONTROLLER 2.00 38.00 X 0 197531 28095 SHAWN O'CONNER CHIEF RESTRUCTURING OFFICER 0.80 7.20 X 0 0 0 DONALD J BELL FORMER CEO 2.00 38.00 X 0 115208 0 0 1231687 118549 0 1 1 0 0 PHARMACY OPERATIONS 456110 5553846 3820853 1732993 5553846 45000 488808 -443808 -443808 -443808 BAD DEBT RECOVERY 900099 60658 60658 MISC REVENUE 900099 67 67 DISCOUNTS 623990 49 49 60774 5170812 3820853 1732993 -383034 1312669 922559 390110 188692 140466 48226 90603 66608 23995 338269 338269 6373 6373 291609 64353 227256 217 217 158576 115323 43253 52492 52492 103840 95360 8480 79345 28536 50809 47799 43895 3904 28076 28076 COST OF GOODS SOLD 3645093 3645093 LICENSES, DUES & SUBSCR 17720 17720 COURIER EXPENSE 5586 5586 MEDICAL EXPENSES 357 357 1215 1215 6368531 5208921 1159610 0 630828 344941 449576 0 39988 0 0 0 158903 0 15640543 15238802 16919838 15583743 97504 0 40872 0 138376 0 X 16781462 15583743 16781462 15583743 16919838 15583743 -1197719 0 X 0 0 0 X 0 314020 0 0 0 314020 8114969 6576110 7510032 6421075 3820853 32443039 8114969 6890130 7510032 6421075 3820853 32757059 0 0 0 32757059 0 0 1753 14 0 1767 1753 14 1767 -4148 4401 6743 3242 60774 71012 8110821 6894531 7518528 6424331 3881627 32829838 0.99780 0.99970 0.00010 0.00000 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2021 AMOUNT: $ 490. 2022 AMOUNT: $ 79. 2023 AMOUNT: $ 10. 2024 AMOUNT: $ 67. INSURANCE GAIN - 2021 AMOUNT: $ 3,901. 2022 AMOUNT: $ 6,633. 2023 AMOUNT: $ 3,201. DISCOUNTS - 2020 AMOUNT: $ -4,148. 2021 AMOUNT: $ 10. 2022 AMOUNT: $ 31. 2023 AMOUNT: $ 31. 2024 AMOUNT: $ 49. BAD DEBT RECOVERY - 2024 AMOUNT: $ 60,658. 0 INTERCOMPANY RECEIVABLES 15238802 15238802 1 0 0 0 0 0 0 0 0 KATHLEEN BERTRAM CEO 0 435775 0 19000 0 0 0 7750 0 41760 0 504285 0 0 BARBARA SHEPARD CHIEF HUMAN RESOURCE OFFICER 0 257864 0 0 0 0 0 7750 0 14011 0 279625 0 0 KENNA HUDSON CONTROLLER 0 188781 0 8750 0 0 0 3000 0 25095 0 225626 0 0 CHUCK SCHMITZ CFO 0 194681 0 7628 0 0 0 7750 0 11433 0 221492 0 0 DONALD J BELL FORMER CEO 0 0 0 0 0 115208 0 0 0 0 0 115208 0 0 PART I, LINE 3 COMPENSATION OF THE ORGANIZATION'S CEO IS ESTABLISHED BY A RELATED ORGANIZATION, MIDWEST CHRISTIAN VILLAGES. MIDWEST CHRISTIAN VILLAGES USES THE FOLLOWING METHODS TO DETERMINE COMPENSATION: COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, COMPENSATION SURVEY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. PART I, LINE 4A DONALD BELL RECEIVED $115,208 IN SEVERENCE. LAND, BUILDING AND RELATED OPERATIONS 2025-03-17 488808 BOOK 994230197 RNG BEN CN CL MG LLC 606 BROWER AVENUE TOMS RIVER NJ 08755 PARTNERSHIP 0 0 0 0 FORM 990, PART III, LINE 3 MIDWEST SENIOR MINISTRIES SOLD ITS OPERATIONS ON 03/17/25 AND CEASED CONDUCTING ITS PROGRAMATIC ACTIVITIES. FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION DELEGATES MANAGEMENT DUTIES INCLUDING SUPERVISING PERSONNEL, OPERATIONS, AND BUDGETING TO MIDWEST CHRISTIAN VILLAGES, A MANAGEMENT COMPANY AND RELATED EXEMPT ORGANIZATION. SHAWN O'CONNER WAS COMPENSATED $56,050 DIRECTLY BY HEALTHCARE MANAGEMENT PARTNERS FOR SERVICES AS CHIEF RESTRUCTURING OFFICER. FORM 990, PART VI, SECTION B, LINE 11B THE CONTROLLER HAS REVIEWED THE 990 PRIOR TO FILING. A DRAFT COPY OF THE 990 IS MADE AVAILABLE TO ALL DIRECTORS FOR THEIR REVIEW BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST STATEMENT IS INCLUDED IN THE EMPLOYEE HANDBOOK WHICH EVERY EMPLOYEE IS GIVEN A COPY OF AND SIGNS AN ACKNOWLEDGEMENT FOR ON THEIR FIRST DAY OF EMPLOYMENT. IF A VIOLATION OCCURS, EMPLOYEES CAN REPORT DIRECTLY TO THEIR SUPERVISOR OR USE THE 800 NUMBERS WHICH ARE POSTED AT EACH LOCATION. VIOLATIONS ARE INVESTIGATED BY INDIVIDUALS AT THE VICE PRESIDENT LEVEL, AND AT LEAST TWO INDIVIDUALS WOULD MAKE THE FINAL DETERMINATION AS TO THE APPROPRIATE ACTION TO BE TAKEN. THE BOARD OF DIRECTORS HAS ADOPTED A CONFLICT OF INTEREST POLICY. ANNUALLY EVERY BOARD MEMBER COMPLETES A CONFLICT OF INTEREST DISCLOSURE FORM AND IDENTIFIES ANY POTENTIAL CONFLICTS. THEY ALSO CERTIFY THAT THEY HAVE REVIEWED AND AGREE TO ABIDE BY THE CURRENT POLICY IN PLACE. IF A POTENTIAL CONFLICT ARISES IT IS REVIEWED BY THE BOARD OF DIRECTORS AND DISCUSSED AND VOTED ON. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION OF THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL, OFFICERS AND KEY EMPLOYEES IS DETERMINED BY A RELATED ORGANIZATION, MIDWEST CHRISTIAN VILLAGES. THE ORGANIZATION HAS AN EXECUTIVE COMPENSATION COMMITTEE CONSISTING OF INDEPENDENT MEMBERS OF THE BOARD OF DIRECTORS AND SUPPORTED BY THE ORGANIZATION'S VPHR. THE EXECUTIVE COMPENSATION COMMITTEE OPERATES UNDER A BOARD APPROVED CHARTER, COMPENSATION PHILOSOPHY AND RETAINS AN INDEPENDENT CONSULTANT TO COMPLETE A COMPREHENSIVE EXECUTIVE COMPENSATION EVALUATION UTILIZING CONSULTANT'S LIBRARY OF PUBLIC AND PRIVATE DATA SOURCES, SUPPLEMENTED BY THEIR EXPERIENCES IN THE INDUSTRY CULMINATING IN A WRITTEN REPORT SUBMITTED TO THE EXECUTIVE COMPENSATION COMMITTEE. THE EXECUTIVE COMPENSATION COMMITTEE REVIEWS THE FINDINGS OF THE INDEPENDENT CONSULTANT, HAS THE OPPORTUNITY TO DISCUSS THE FINDINGS AMONG THE COMMITTEE MEMBERS AND WITH THE CONSULTANT. AS SPECIFIED BY THE BY-LAWS THE EXECUTIVE COMPENSATION COMMITTEE PROVIDES A RECOMMENDATION FOR THE COMPENSATION OF THE CHIEF EXECUTIVE OFFICER TO THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMPENSATION COMMITTEE REVIEWS THE COMPENSATION OF OTHER EXECUTIVE POSITIONS. THE EXECUTIVE COMPENSATION COMMITTEE PROVIDES THE COMMITTEE-APPROVED COMPENSATION PHILOSOPHY AND APPROVED COMPENSATION FOR THE CEO, COO AND CFO TO A THIRD PARTY TO OBTAIN A WRITTEN ASSESSMENT OF REASONABLENESS WITH THE CONTEXT OF THE STANDARDS SET FORTH UNDER THE INTERNAL REVENUE CODE SECTION 4958 AND RELATED DEPARTMENT OF TREASURY REGULATIONS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION PROVIDES COPIES OF ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS, AND OTHER DOCUMENTS TO ALL WHO REQUEST THESE ITEMS. THIS IS IN ADDITION TO INFORMATION POSTED ON ITS WEBSITE. SENIOR CARE PHARMACY SERVICES LLC 1204 BEAR LANE MONTICELLO IL 61856 300971176 PHARMACY SERVICES IL 5110154 9965257 MIDWEST SENIOR MINISTRIES INC NEW HORIZONS PACE MO LLC 1033 DEMONBREUM ST SUITE 300 NASHVILLE TN 37203 882494745 PACE PROGRAM MO 0 5618486 MIDWEST SENIOR MINISTRIES INC CHRISTIAN HOMES INC 1033 DEMONBREUM ST SUITE 300 NASHVILLE TN 37203 370841562 SKILLED NURSING FACILITY & RETIREMENT APARTMENTS IL 501(C)(3) LINE 10 N/A 0 HICKORY POINT CHRISTIAN VILLAGE INC 565 MARION AVE FORSYTH IL 62535 370987659 SKILLED NURSING FACILITY & RETIREMENT APARTMENTS IL 501(C)(3) LINE 10 N/A 0 LEWIS MEMORIAL CHRISTIAN VILLAGE 3400 W WASHINGTON STREET SPRINGFIELD IL 62711 510173104 SKILLED NURSING FACILITY & RETIREMENT APARTMENTS IL 501(C)(3) LINE 10 N/A 0 HOOSIER CHRISTIAN VILLAGE INC 621 S SUGAR STREET BROWNSTOWN IN 47220 237423749 SKILLED NURSING FACILITY & RETIREMENT APARTMENTS IN 501(C)(3) LINE 10 N/A 0 SPRING RIVER CHRISTIAN VILLAGE INC 201 S NORTHPARK LANE JOPLIN MO 64801 431341462 SKILLED NURSING FACILITY & RETIREMENT APARTMENTS MO 501(C)(3) LINE 10 N/A 0 CROWN POINT CHRISTIAN VILLAGE INC 6685 E 117TH STREET CROWN POINT IN 46307 311114614 SKILLED NURSING FACILITY & RETIREMENT APARTMENTS IN 501(C)(3) LINE 10 N/A 0 RISEN SON CHRISTIAN VILLAGE 3000 RISEN SON BLVD COUNCIL BLUFFS IA 51503 421279738 SKILLED NURSING FACILITY & RETIREMENT APARTMENTS IA 501(C)(3) LINE 10 N/A 0 MIDWEST CHRISTIAN VILLAGES INC 1033 DEMONBREUM ST SUITE 300 NASHVILLE TN 37203 260275009 MGMT NURSING AND RETIREMENT MO 501(C)(3) LINE 10 N/A 0 CHRISTIAN HORIZONS CHARITABLE FOUNDATION 1033 DEMONBREUM ST SUITE 300 NASHVILLE TN 37203 850509383 FUNDRAISING IL 501(C)(3) LINE 12B, II N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0