2022-01-31T07:30:26-06:00 2021-06-30 611064249 DEMING MALONE LIVESAY & OSTROFF PSC 9300 SHELBYVILLE ROAD SUITE 1100 LOUISVILLE KY 402225187 990 2020-07-01 610561689 WESLEY MANOR RETIREMENT COMMUNITY INC WESL 5029693277 5012 EAST MANSLICK ROAD LOUISVILLE KY 40219 JERRY HOGANSON PRESIDENT 5029693277 2022-01-21 1 JERRY HOGANSON 999009999 SARAH K ANTLE P01391676 5024269660 2022-01-21 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z JERRY HOGANSON 5012 EAST MANSLICK ROAD LOUISVILLE KY 40219 10284684 0 X WWW.WESLEYMANORRETIREMENT.COM X 1964 KY WESLEY MANOR'S MISSION, AS A FULL CONTINUUM OF CARE RETIREMENT COMMUNITY, IS TO SERVE ITS' RESIDENTS AND FAMILIES WITH A DEDICATED AND PROFESSIONAL STAFF IN A NURTURING CHRISTIAN ENVIRONMENT. 12 12 190 50 0 0 441200 1332294 9258040 8858195 -79207 17816 44155 69951 9664188 10278256 0 0 0 0 6206490 6484953 0 0 5958 3481834 3543481 9688324 10028434 -24136 249822 10547836 10069477 9490057 8604204 1057779 1465273 WESLEY MANOR RETIREMENT COMMUNITY STRIVES TO ENHANCE THE QUALITY OF LIFE FOR ELDERLY INDIVIDUALS IN A NURTURING CHRISTIAN ENVIRONMENT. 0 0 8776525 8858195 THE CORPORATION'S PRINCIPAL ACTIVITY IS PROVIDING NURSING CARE AND RETIREMENT SERVICES THROUGH 146 LICENSED BEDS AND SIXTY RETIREMENT PATIO HOMES. 8776525 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 5 0 1 190 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 KY X WESLEY MANOR RETIREMENT COMMUNITY 5029693277 5012 EAST MANSLICK ROAD LOUISVILLE KY 40219 BART DOERHOEFER BOARD MEMBER 2.00 X 0 0 0 JOHN L CONRAD III BOARD MEMBER 2.00 X 0 0 0 KEN CURRY BOARD MEMBER 2.00 X 0 0 0 ERIC HARDEN BOARD MEMBER 2.00 X 0 0 0 JIM BARNETT VICE CHAIRPERSON 2.00 X X 0 0 0 LINDA KING BOARD MEMBER 2.00 X 0 0 0 STEVE JONES TREASURER 2.00 X X 0 0 0 CRAIG REYNOLDS BOARD MEMBER 2.00 X 0 0 0 BILL HOPKINS IV BOARD MEMBER 2.00 X 0 0 0 RUSS WARDLAW CHAIRPERSON 2.00 X X 0 0 0 NORMA SLEDGE SECRETARY 2.00 X X 0 0 0 ALLEN SCHUHMANN BOARD MEMBER 2.00 X 0 0 0 MARK STEPHENS VP - ADMINISTRATION, CFO 40.00 X 137250 0 9119 DEANNA YOUNG VP - NURSING & CLIENT SERVICES 40.00 X 110528 0 4709 JERRY HOGANSON PRESIDENT 40.00 X 133086 0 150 380864 0 13978 3 0 0 0 ENCORE 33533 W 12 MILE RD FARMINGTON HILLS MI 48331 THERAPY 404286 SHERMAN CARTER BARNHART ARCHITECTS 2405 HARRODSBURG ROAD LEXINGTON KY 40504 ARCHITECT FEES 159850 2 1287829 44465 1332294 RESIDENT SERVICE REVENUE 623000 8690938 8690938 ENTRANCE FEES EARNED 623000 167257 167257 8858195 24244 24244 6428 -6428 -6428 -6428 MISCELLANEOUS INCOME 900099 59726 59726 LAUNDRY AND GUEST MEALS 812300 9745 9745 BARBER & BEAUTY SHOP 900099 480 480 69951 10278256 8858195 0 87767 409098 121256 287842 5288393 4813215 475178 16556 16292 264 355382 314678 40704 415524 360275 55249 25004 25004 92187 36000 56187 111992 111992 229668 174018 55650 985182 964369 20813 11205 9654 1551 580527 573913 6614 ANCILLARIES 528190 528190 FOOD 343211 343211 PROVIDER TAX 248753 248753 PURCHASED SERVICES 120881 120881 266681 151820 108903 5958 10028434 8776525 1245951 5958 1592875 953499 29879 939152 1125435 87791 127703 98098 106379 18399002 11447735 7212277 6951267 617643 775315 10547836 10069477 680529 923958 1277329 1112582 1055850 6476349 6567664 9490057 8604204 X 440136 689958 617643 775315 1057779 1465273 10547836 10069477 249822 157672 0 X X 0 1 X 1 0 X 32005 53135 13828 43083 44465 186516 8993378 9321569 9561677 9258040 8858195 45992859 9025383 9374704 9575505 9301123 8902660 46179375 0 0 0 46179375 65816 1599 52894 1852 24244 146405 65816 1599 52894 1852 24244 146405 30108 33645 26061 44155 69951 203920 9121307 9409948 9654460 9347130 8996855 46529700 0.99250 0.99300 0.00310 0.00330 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 1 180 0 0 0 180 0 PART II-B, LINE 1: THE ORGANIZATION PAYS DUES TO LEADING AGE KENTUCKY OF WHICH $180 IS RELATED TO LOBBYING PURPOSES. 617643 157672 775315 527017 60747 29879 617643 546497 -19480 527017 460744 50168 35585 546497 498573 -37829 460744 1.00000 1 0 193373 193373 15474031 9537171 5936860 2397194 1910564 486630 334404 334404 6951267 BENEFICIAL INTEREST IN ASSETS HELD 775315 775315 REFUNDABLE ENTRANCE FEES 6571030 LOAN COSTS, NET -3366 6567664 X 10435928 157672 157672 10278256 0 10278256 10028434 0 10028434 0 10028434 PART V, LINE 4: THE ENDOWMENT FUNDS ARE USED TO SUPPORT THE OPERATING NEEDS OF THE ORGANIZATION. PART X, LINE 2: THE CORPORATION IS EXEMPT FROM FEDERAL, STATE AND LOCAL INCOME TAXES AS A NOT-FOR PROFIT CORPORATION AS DESCRIBED UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). THE CORPORATION FILES AN INFORMATIONAL TAX RETURN IN THE U.S. FEDERAL JURISDICTION AND WITH THE KENTUCKY OFFICE OF THE ATTORNEY GENERAL. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE CORPORATION'S TAX-EXEMPT PURPOSE MAY BE SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. MANAGEMENT DOES NOT BELIEVE THAT THE CORPORATION HAS UNREALTED BUSINESS INCOME FOR THE YEARS ENDED JUNE 30, 2021 AND 2020. AS OF JUNE 30, 2021 AND 2020, THE CORPORATIONS DID NOT HAVE ANY ACCRUED INTEREST OR PENALTIES RELATED TO INCOME TAX LIABILITIES, AND NO INTEREST OR PENALTIES HAVE BEEN CHARGED TO OPERATIONS FOR THE YEARS THEN ENDED. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED AND APPROVED BY THE CEO AND CFO PRIOR TO SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C MEMBERS OF THE BOARD OF DIRECTORS MUST COMPLETE AND SIGN A CONFLICT OF INTEREST DISCLOSURE STATEMENT ANNUALLY AT THE BEGINNING OF THE FISCAL YEAR. FORM 990, PART VI, SECTION B, LINE 15A 1. THE COMPENSATION OF THE PERSON IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS OF THE ORGANIZATION PROVIDED THAT PERSONS WITH CONFLICTS OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENT AT ISSUE ARE NOT INVOLVED IN THE REVIEW AND APPROVAL. 2. THE COMPENSATION OF THE PERSON IS REVIEWED AND APPROVED USING DATA AS TO COMPARABLE COMPENSATION FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. 3. THERE IS CONTEMPORANEOUS DOCUMENTATION AND RECORDKEEPING WITH RESPECT TO THE DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION ARRANGEMENT. FORM 990, PART VI, SECTION C, LINE 18 THE CORPORATION MAKES ITS FORM 990 AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE CORPORATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART XI, LINE 2C: THE CEO AND CFO REVIEW A DRAFT OF THE AUDIT REPORT IN DETAIL. AFTER THE DRAFT AUDIT REPORT HAS BEEN APPROVED BY THE CEO AND CFO, THE FINAL AUDIT REPORT IS PRESENTED TO THE FULL BOARD OF DIRECTORS. METHODIST RETIREMENT HOMES OF KENTUCKY INC 5012 EAST MANSLICK ROAD LOUISVILLE KY 40219 311045332 FUNDRAISING KY 502(C)(3) 509(A)(3) 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0