2017-03-22T11:37:59-05:00 2016-10-31 420732909 RYUN GIVENS & COMPANY PLC 2900 100TH STREET SUITE 301 URBANDALE IA 50322 990 2015-11-01 420950776 SCOTTISH RITE PARK INC SCOT 5152744614 2909 WOODLAND AVENUE DES MOINES IA 50312 ELIZABETH DAWLEY CFO 5152744614 2017-03-20 1 CURTIS E BRAND CPA P00299230 5152253141 2017-03-20 2015 2021-01-29 14:40:06Z DANIEL BOOR 2909 WOODLAND AVENUE DES MOINES IA 50312 8806117 0 X WWW.SCOTTISHRITEPARK.COM X 1973 IA OPERATE AN INDEPENDENT RETIREMENT FACILITY IN A MANNER WHICH PROVIDES RESIDENTS THE FREEDOM OF AN ACTIVE LIFESTYLE IN A GRACIOUS ATTRACTIVE SETTING. IN CASE OF AN ACCIDENT OR ILLNESS, A 24 HOUR HEALTH SERVICES FACILITY OR RESIDENTIAL CARE IS AVAILABLE. SCOTTISH RITE PARK HAS 156 INDEPENDENT LIVING UNITS, 51 DUALLY CERTIFIED ICF/SNF BEDS AND A 25 BED RESIDENTIAL CARE FACITILIY. 9 7 129 20 0 0 35287 19120 8653331 8761564 32754 25433 0 0 8721372 8806117 0 0 0 0 4250084 4490830 0 0 0 3917017 4158581 8167101 8649411 554271 156706 18802802 18217602 7157928 6417619 11644874 11799983 X OPERATE AN INDEPENDENT RETIREMENT FACILITY IN A MANNER WHICH PROVIDES RESIDENTS THE FREEDOM OF AN ACTIVE LIFESTYLE IN A GRACIOUS ATTRACTIVE SETTING. IN CASE OF AN ACCIDENT OR ILLNESS, A 24 HOUR HEALTH SERVICES FACILITY OR RESIDENTIAL CARE IS AVAILABLE. SCOTTISH RITE PARK HAS 156 INDEPENDENT LIVING UNITS, 51 DUALLY CERTIFIED ICF/SNF BEDS AND A 25 BED RESIDENTIAL CARE FACILITY. 0 0 7421238 8761564 SCOTTISH RITE PARK, INC. OWNS AND OPERATES A 13-STORY, 156 UNIT INDEPENDENT RETIREMENT FACILITY, 25 BED RESIDENTIAL CARE FACILITY AND A 51 BED NURSING UNIT TO PROVIDE RESIDENTS THE FREEDOM OF AN ACTIVE LIFESTYLE, IN A GRACIOUS ATTRACTIVE SETTING. 7421238 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 19 0 1 129 1 0 0 0 0 0 1 1 0 0 0 0 X 9 7 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 1 1 1 0 X ELIZABETH DAWLEY 5152744614 2909 WOODLAND AVENUE DES MOINES IA 50312 MARK ALLEN PRESIDENT 2.00 X X 0 0 0 PAUL CAREY VICE PRESIDENT 2.00 X X 0 0 0 JACK SCHREIBER SECRETARY 2.00 X X 0 0 0 RICHARD OPIE TREASURER 2.00 X X 0 0 0 JOHN PITTMAN DIRECTOR 2.00 X 0 0 0 RICHARD KOCH JR DIRECTOR 2.00 X 0 0 0 MARK CLARK DIRECTOR 2.00 X 0 0 0 JOHN GHRIST DIRECTOR 2.00 X 0 0 0 DJ WILLIS DIRECTOR 2.00 X 0 0 0 DANIEL BOOR CHIEF EXECUTIVE OFFICER 40.00 X 216631 0 24518 ELIZABETH DAWLEY CHIEF FINANCIAL OFFICER 40.00 X 90848 0 19856 307479 0 44374 1 0 1 0 HR LANCASTER CONSTRUCTION 7865 50TH STREET DES MOINES IA 50322 GENERAL CONTRACTOR 823819 MARTIN BROTHERS 406 VIKING ROAD CEDAR FALLS IA 50613 DIETARY/HSKP/SUPPLIES 458542 MILLENNIUM REHAB 4725 MERLE HAY ROAD DES MOINES IA 50322 PT/OT/ST 229936 JOHNSON CONTROLS 11318 AURORA AVENUE DES MOINES IA 50322 VARIOUS 229936 4 19120 19120 Resident Housing 623000 4206849 4206849 Health Care Center 623000 3856533 3856533 On-Premise Service 623000 419908 419908 Food Service 623000 278274 278274 8761564 24933 24933 500 0 500 500 500 8806117 8761564 0 25433 227801 227801 3392540 3072155 320385 101800 75892 25908 514565 503888 10677 254124 215639 38485 141350 141350 342390 326701 15689 80193 78074 2119 24015 24015 1286948 1208080 78868 5138 5138 36350 20839 15511 3358 3358 1254646 1254646 120240 120240 Other 863953 632813 231140 8649411 7421238 1228173 0 1775335 1548310 11183 2718 1451660 544497 69846 82231 33320 36438 32502682 17242005 14506040 15260677 558650 571094 396768 171637 18802802 18217602 862132 846088 6295796 5571531 7157928 6417619 X 11134600 11278398 8000 8135 502274 513450 11644874 11799983 18802802 18217602 156706 -1597 0 X 0 1 X 1 0 X 109267 90308 102880 35287 19120 356862 7521406 7953458 8367545 8653331 8761564 41257304 7630673 8043766 8470425 8688618 8780684 41614166 0 0 0 41614166 14174 27765 20962 32754 24933 120588 14174 27765 20962 32754 24933 120588 7644847 8071531 8491387 8721372 8805617 41734754 0.99710 0.99710 0.00290 0.00290 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 502274 11176 513450 477618 24656 502274 454887 22731 477618 442218 12669 454887 424630 17588 442218 1.00000 0 0 101578 101578 29074173 15046743 14027430 36205 36205 0 3290726 2159057 1131669 15260677 X 8844732 -1597 40212 38615 8806117 0 8806117 8689623 40212 40212 8649411 0 8649411 Part V, Line 4: THE EARNINGS OF ENDOWMENT FUNDS ARE TO SUPPORT THE NURSING FACILITY WHEN DESIGNATED BY THE BOARD OF DIRECTORS. Part X, Line 2: THE ORGANIZATION HAS ADOPTED THE ACCOUNTING STANDARD REGARDING ACCOUNTING FOR UNCERTAIN TAX POSITIONS. THIS STANDARD PROVIDES DETAILED GUIDANCE FOR FINANCIAL STATEMENT RECOGNITION, MEASUREMENT, AND DISCLOSURE OF UNCERTAIN TAX POSITIONS RECOGNIZED IN THE ENTITY'S FINANCIAL STATEMENTS. IT REQUIRES AN ENTITY TO RECOGNIZE THE FINANCIAL STATEMENT BENEFIT OF A TAX POSITION WHEN IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION. THE ADOPTION OF THIS STANDARD HAD NO MATERIAL EFFECT ON THE ORGANIZATION'S FINANCIAL POSITION, RESULTS OF OPERATIONS OR CASH FLOWS. Part XI, Line 2d - Other Adjustments: Amounts reclassified to expenses Part XII, Line 2d - Other Adjustments: Amounts reclassified from revenues X 1 1 X 0 0 0 0 0 0 0 0 0 DANIEL BOOR CHIEF EXECUTIVE OFFICER 186373 0 30000 0 258 0 6774 0 17744 0 241149 0 0 0 Part I, Line 1a THE ORGANIZATION PROVIDES ON CAMPUS LIVING FOR THE CHIEF EXECUTIVE OFFICER. MARK ALLEN BOARD MEMBER 375077 SCOTTISH RITE PARK DID BUSINESS WITH A COMPANY (AJ ALLEN AND COMPANY) OWNED BY BOARD MEMBER 0 RICHARD KOCH BOARD MEMBER 12810 SCOTTISH RITE PARK DID BUSINESS WITH A COMPANY (KOCH BROTHERS) OWNED BY BOARD MEMBER 0 Form 990, Part VI, Section A, line 8b THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. Form 990, Part VI, Section B, line 11 THE FORM 990 IS REVIEWED BY MANAGEMENT AND THE TREASURER PRIOR TO FILING THE RETURN WITH THE INTERNAL REVENUE SERVICE. Form 990, Part VI, Section B, line 12c THE ORGANIZATION HAS A COMPLIANCE OFFICER THAT MONITORS CONFLICT OF INTEREST COMPLIANCE THROUGH OBSERVATION AND INQUIRY. Form 990, Part VI, Section B, line 15 COMPENSATION FOR THE CEO IS DETERMINED, VOTED ON AND APPROVED BY THE ORGANIZATION'S BOARD OF DIRECTORS. COMPENSATION FOR ALL OTHER OFFICERS OR KEY EMPLOYEES IS DETERMINED AND APPROVED BY THE CEO OF THE ORGANIZATION WITH APPROVAL FROM THE BOARD OF DIRECTORS. Form 990, Part VI, Section C, line 18 THE ORGANIZATION MAKES ITS FORM 1023 AND FORM 990 AVAILABLE UPON REQUEST AT ITS OFFICES IN DES MOINES, IOWA. Form 990, Part VI, Section C, line 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST AT ITS OFFICES IN DES MOINES, IOWA. COPIES WILL BE PROVIDED UPON REQUEST.