2021-01-21T12:23:28-06:00 2020-06-30 611064249 DEMING MALONE LIVESAY & OSTROFF PSC 9300 SHELBYVILLE ROAD SUITE 1100 LOUISVILLE KY 402225187 990 2019-07-01 610561689 WESLEY MANOR RETIREMENT COMMUNITY INC WESL 5029693277 5012 EAST MANSLICK ROAD LOUISVILLE KY 40219 JERRY HOGANSON PRESIDENT 5029693277 2020-12-14 1 JENNIFER R HUGHES P00350026 5024269660 2019 2022-09-23 18:48:47Z JERRY HOGANSON 5012 EAST MANSLICK ROAD LOUISVILLE KY 40219 9745247 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. 11 11 190 50 0 0 13828 441200 9561677 9258040 -95833 -79207 26061 44155 9505733 9664188 0 0 0 0 5978365 6206490 0 0 0 3534117 3481834 9512482 9688324 -6749 -24136 9578019 10547836 8525983 9490057 1052036 1057779 WESLEY MANOR RETIREMENT COMMUNITY STRIVES TO ENHANCE THE QUALITY OF LIFE FOR ELDERLY INDIVIDUALS IN A NURTURING CHRISTIAN ENVIRONMENT. 0 0 8847840 9258040 THE CORPORATION'S PRINCIPAL ACTIVITY IS PROVIDING NURSING CARE AND RETIREMENT SERVICES THROUGH 146 LICENSED BEDS AND SIXTY RETIREMENT PATIO HOMES. 8847840 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 1 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 11 11 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 KIM DODSON BOARD MEMBER 2.00 X 0 0 0 JIM BARNETT BOARD MEMBER 2.00 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 MICHAEL GIBBONS VICE CHAIRMAN 2.00 X X 0 0 0 RUSS WARDLAW CHAIRMAN 2.00 X X 0 0 0 NORMA SLEDGE SECRETARY 2.00 X X 0 0 0 MARK STEPHENS VP - FINANCE 40.00 X 127187 0 8393 ANITA KUVIN VP - PUBLIC RELATIONS 40.00 X 92058 0 3513 DEANNA YOUNG VP - NURSING 40.00 X 96467 0 4590 JERRY HOGANSON PRESIDENT 40.00 X 127533 0 150 443245 0 16646 2 0 0 0 ENCORE 33533 W 12 MILE RD FARMINGTON HILLS MI 48331 THERAPY 641418 1 393117 48083 441200 PATIENT SERVICE REVENU 623000 9179430 9179430 ENTRANCE FEES EARNED 623000 78610 78610 9258040 1852 1852 81059 -81059 -81059 -81059 MISCELLANEOUS INCOME 900099 22917 22917 LAUNDRY AND GUEST MEAL 812300 16946 16946 BARBER & BEAUTY SHOP 900099 4292 4292 44155 9664188 9258040 0 -35052 461583 189187 272396 4978348 4801982 176366 16048 16013 35 355703 324604 31099 394808 362628 32180 22354 22354 83265 83265 185603 162911 22692 813757 796759 16998 14204 8521 5683 596501 589518 6983 ANCILLARIES 669249 669249 FOOD 358576 358576 PROVIDER TAX 271398 271398 MEDICAL SUPPLIES 135826 135826 331101 160668 170433 9688324 8847840 840484 0 259201 1225068 834477 939152 83761 87791 56707 98098 18106265 10893988 7491915 7212277 851958 985450 9578019 10547836 1051239 680529 1433611 1277329 1055850 6041133 6476349 8525983 9490057 X 525019 440136 527017 617643 1052036 1057779 9578019 10547836 -24136 29879 0 X X 0 1 X 1 0 X 1700 32005 53135 13828 43083 143751 8512626 8993378 9321569 9561677 9258040 45647290 8514326 9025383 9374704 9575505 9301123 45791041 0 0 0 45791041 31746 65816 1599 52894 1852 153907 31746 65816 1599 52894 1852 153907 36524 30108 33645 26061 44155 170493 8582596 9121307 9409948 9654460 9347130 46115441 0.99300 0.99290 0.00330 0.00360 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 1 135 0 0 0 135 0 PART II-B, LINE 1: THE ORGANIZATION PAYS DUES TO LEADING AGE KENTUCKY OF WHICH $135 IS RELATED TO LOBBYING PURPOSES. 527017 60747 29879 617643 546497 -19480 527017 460744 50168 35585 546497 498573 -37829 460744 537321 -38748 498573 1.00000 1 0 193373 193373 15404045 9069393 6334652 2334293 1824595 509698 174554 174554 7212277 DESIGNATED CASH FOR REPAIRS/REPLACEMENT 18471 VILLAGE RESERVE ACCOUNT 349336 BENEFICIAL INTEREST IN ASSETS HELD 617643 985450 REFUNDABLE ENTRANCE FEES 6480826 LOAN COSTS, NET -4477 6476349 X 9837467 29879 29879 9807588 -143400 -143400 9664188 9831724 143400 143400 9688324 0 9688324 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, 2020 AND 2019. AS OF JUNE 30, 2020 AND 2019, THE CORPORATION 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. PART XI, LINE 4B - OTHER ADJUSTMENTS: BAD DEBTS -143,400. PART XII, LINE 2D - OTHER ADJUSTMENTS: BAD DEBTS 143,400. RUSS WARDLAW BOARD MEMBER IS INSURNACE AGENT WHICH PROVIDES INSURANCE TO ORGANIZATION 244627 CURRENT YEAR PREMIUMS PAID FOR INSURANCE IS $244,627. 0 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 1 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 METHODIST RETIREMENT HOMES OF KENTUCKY INC C 139808 CASH METHODIST RETIREMENT HOMES OF KENTUCKY INC D 9932 CASH