2025-05-15T12:36:00-05:00 2024-06-30 440160260 FORVIS MAZARS LLP 255 S ORANGE AVENUE SUITE 600 ORLANDO FL 32801 990 2023-07-01 222986746 THE TROUSDALE FOUNDATION INC TROU 4234785953 485 CENTRAL AVENUE NE CLEVELAND TN 37311 RON SWARTZ CHIEF FINANCIAL OFFICER 4234785953 2025-05-15 1 1 PETER C GUBLER P00190185 4077405400 2025-05-15 2023 2025-03-06 01:10:19Z THOMAS D JOHNSON 485 CENTRAL AVENUE NE CLEVELAND TN 37311 156524683 1 1 9216 X HTTPS://TROUSDALEFOUNDATION.ORG/ X 1989 MA ACQUIRE, OWN, AND MANAGE NURSING HOMES, HOSPITALS, RETIREMENT HOUSING AND HEALTH CARE FACILITIES. X 5 4 1705 4 0 0 2728702 2963594 62340675 71407835 235 46451338 10397 0 65080009 120822767 0 0 0 0 40936667 39147461 0 0 0 46441026 46563962 87377693 85711423 -22297684 35111344 147788535 3203267 182685728 2989116 -34897193 214151 THE TROUSDALE FOUNDATION, INC. IS DEDICATED TO ACQUIRING, OWNING, MAINTAINING, OPERATING, AND MANAGING NURSING HOMES, HOSPITALS, HEALTH CARE FACILITIES, RETIREMENT HOUSING, AND OTHER HOUSING FACILITIES FOR PERSONS WHO NEED ASSISTANCE WITH CARE. 0 0 61706153 71407835 THE FILING ORGANIZATION PROVIDES PATIENT CARE TO PATIENTS WHO REQUIRE NURSING HOME CARE. THE SERVICES INCLUDED ARE NURSING CARE, MEDICATION, DIETARY, SOCIAL AND ACTIVITY, LAUNDRY, ETC. 61706153 1 1 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 0 1 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 1 58 0 1 1705 1 0 0 0 0 0 0 0 0 0 0 X 5 4 1 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 0 0 0 MA X THE ORGANIZATION 4234785953 485 CENTRAL AVENUE NE CLEVELAND TN 37311 THOMAS D JOHNSON EXECUTIVE DIRECTOR OF FOUNDATION/CHAIRMAN 37.00 3.00 X X 401757 0 15258 KENNETH C HART JR TREASURER 1.00 3.00 X 0 0 0 JUDY JOHNSON DIRECTOR 1.00 3.00 X 0 0 0 DAVID JOHNSON DIRECTOR 1.00 3.00 X X 0 0 0 JEANNE O VARNELL DIRECTOR 1.00 3.00 X 0 0 0 CHRISTIN J ROSE FORMER CHAIR 1.00 3.00 X 0 0 0 ADAEZE OKAFOR REGISTERED NURSE 40.00 X 169488 0 0 VASCO S MOMODU CNA 40.00 X 144478 0 348 VIVIAN JOHNSON LPN 40.00 X 129833 0 3528 JOSEPH GARAFOLA EXECUTIVE DIRECTOR, NASHVILLE SENIOR CARE 40.00 X 136985 0 0 ALEX T JOSECK RN (SUPERVISOR) 40.00 X 122368 0 16597 1104909 0 35731 14 0 1 0 US FOODS 9399 WEST HIGGINS RD ROSEMONT IL 60018 FOOD SUPPLIES 2164193 GALE HELATHCARE SOLUTIONS 3101 W DR MARTIN LUTHER KING BLVD S TAMPA FL 33607 AGENCY NURSING 1639541 EPIC HEALTHCARE STAFFING 7665 DAVIE ROAD EXT HOLLYWOOD FL 33024 AGENCY NURSING 1633083 MCDONALD HOPKINS LLC 600 SUPERIOR AVE SUITE 2100 CLEVELAND OH 44114 LEGAL SERVICE 1534808 QUALITY CARE REHAB INC 8477 S SUNCOAST BLVD HOMOSASSA FL 34446 THIRD-PARTY THERAPY 1503542 27 2185343 778251 2963594 NET PATIENT SERVICE REVENUE 623000 71407835 71407835 71407835 1584 1584 82151670 35701916 46449754 46449754 46449754 120822767 71407835 0 46451338 X 417015 417015 35543945 26885394 8658551 378612 180327 198285 2807889 2184082 623807 3339410 3339410 235191 235191 9280562 6445549 2835013 38326 38326 5273082 4394386 878696 4403650 1264725 3138925 185940 22878 163062 9050243 9050243 5684425 5684425 2999682 2999682 MEDICAL SUPPLIES 2589580 2589580 FOOD 2272456 2272456 SUPPLIES & EQUIP. 828458 220093 608365 SETTLEMENT CLAIMS 286566 286566 96391 95000 1391 85711423 61706153 24005270 0 6156055 171840 3934279 12528221 1970091 302127 304127 293415 6650 971226 452738 116041499 518488 3258592 5274347 232071 147788535 3203267 34903878 1680872 184503 102958 131679597 676623 345038 1250409 12859820 91905 25377 14518 1105521 753825 182685728 2989116 X -34897193 214151 -34897193 214151 147788535 3203267 35111344 0 X X 0 0 0 X 6231384 6190327 15347484 2728702 2963593 33461490 91133520 69552106 70932614 62340675 71407835 365366750 97364904 75742433 86280098 65069377 74371428 398828240 0 0 0 398828240 4610 2074 235 1584 8503 4610 2074 235 1584 8503 390342 10116 10397 410855 97364904 76137385 86292288 65080009 74373012 399247598 0.99890 0.99900 0.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 101000 101000 349125 198880 150245 489225 253858 235367 31876 31876 518488 OTHER RECEIVABLE 232071 232071 DUE TO RELATED PARTY 399 INTERCOMPANY 753426 753825 PART IV, LINE 2B: THE ORGANIZATION HOLDS MONEY IN A SEPARATE BANK ACCOUNT FOR PATIENTS' PERSONAL USE. DURING THE YEAR, THERE WAS $115,038 HELD IN THE ACCOUNT FOR PATIENT USE. X 1 1 X 0 0 0 0 0 0 0 0 0 THOMAS D JOHNSON EXECUTIVE DIRECTOR OF FOUNDATION/CHA 401757 0 0 0 0 0 0 0 15258 0 417015 0 0 0 ADAEZE OKAFOR REGISTERED NURSE 169488 0 0 0 0 0 0 0 0 0 169488 0 0 0 PART I, LINE 1A THOMAS JOHNSON, EXECUTIVE DIRECTOR OF THE FILING ORGANIZATION AND PRESIDENT OF HEALTH SERVICES MANAGEMENT GROUP, WHICH IS A RELATED PARTY TO TROUSDALE FOUNDATION, WAS PROVIDED FIRST CLASS TRAVEL WHEN ATTENDING MEETINGS OR TRAVELING TO FACILITIES. THIS AMOUNT IS NOT CONSIDERED TAXABLE COMPENSATION TO THE EXECUTIVE DIRECTOR. ROBERT JOHNSON FAMILY MEMBER OF OFFICER 26263 WORKING CAPITAL FOR FACILITIES 0 PERIMETER DEVELOPMENT LLC SEE PART V 1560000 ACQUISITION OF PERIMETER DEVELOPMENT, LLC 0 SCHEDULE L, PART IV, LINE 2, COLUMN (B) THOMAS JOHNSON IS AN OFFICER OF THE ORGANIZATION AND A GREATER THAN 35% SHAREHOLDER OF PERIMETER DEVELOPMENT, LLC. BUILDINGS 2023-11-08 25823209 NET BOOK VALUE 932703419 CASCASIS LLC 3450 OAKTON ST SKOKIE IL 60076 N/A LAND 2023-11-08 6475168 COST 932703419 CASCASIS LLC 3450 OAKTON ST SKOKIE IL 60076 N/A FURNITURE, FIXTURES & EQUIPMENT 2023-11-08 2071872 NET BOOK VALUE 932703419 CASCASIS LLC 3450 OAKTON ST SKOKIE IL 60076 N/A OTHER INTANGIBLES 2023-11-08 1329745 NET BOOK VALUE 932703419 CASCASIS LLC 3450 OAKTON ST SKOKIE IL 60076 N/A VEHICLES 2023-11-08 1922 NET BOOK VALUE 932703419 CASCASIS LLC 3450 OAKTON ST SKOKIE IL 60076 N/A 0 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 JUDY JOHNSON, DIRECTOR, CHRISTIN J. ROSE, FORMER CHAIR, DAVID JOHNSON, DIRECTOR, THOMAS D. JOHNSON, EXECUTIVE DIRECTOR - FAMILY RELATIONSHIP FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE CHAIR AND TREASURER PRIOR TO ITS FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C IT IS THE POLICY OF TROUSDALE LIVING COMMUNITIES, INC. THAT CONFLICTS OF INTEREST BE MONITORED ON AN ONGOING BASIS. OFFICERS ARE REQUIRED TO NOTIFY THE BOARD WHEN THERE ARE ANY CHANGES IN INTEREST OR AFFILIATIONS THAT WOULD AFFECT THEIR ABILITY TO PARTICIPATE IN DECISION MAKING ACTIONS. ANY CONFLICTS OF INTEREST THAT ARE DISCOVERED ARE HANDLED IN ACCORDANCE WITH THE WRITTEN CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION C, LINE 19 THE FILING ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 189,234. MANAGEMENT AND GENERAL EXPENSES 2,835,013. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,024,247. PURCHASED MEDICAL SERVICES: PROGRAM SERVICE EXPENSES 6,256,315. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,256,315. FORM 990, PART XII, LINE 2C THE ORGANIZATION'S BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. 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