2017-05-15T14:05:32-05:00 2016-06-30 BKD LLP 1551 N WATERFRONT PKWY STE 300 WICHITA KS 672066601 990 2015-07-01 205385139 ASHFIELD ACTIVE LIVING AND WELLNESS COMMUNITIES INC % BRUCE H SHOGREN ASHF 3166851100 PO BOX 20440 WICHITA KS 672081440 JOSEPH A GIRARDI CFO 3166851100 2017-05-15 true STEVEN L WEBB P00235405 3162652811 2015 2021-01-29 14:40:06Z ABERDEEN HEIGHTS BRUCE H SHOGREN PO BOX 20440 WICHITA KS 672081440 21018751 false X WWW.ABERDEENSENIORLIVING.COM X 2006 MO TO PROVIDE QUALITY ACTIVE SENIOR LIVING & HEALTH CARE WITHIN A CHRISTIAN-BASED COMMUNITY THROUGH A CONTINUUM OF SERVICE FOUNDED UPON THE VALUES OF RESPECT, DIGNITY AND INDEPENDENCE. 10 10 273 10 0 4231 7696 19451728 20033104 184246 327031 611201 650920 20251406 21018751 0 0 0 0 6368923 6335278 0 0 0 19584125 19500365 25953048 25835643 -5701642 -4816892 173081900 171359185 209818857 212240552 -36736957 -40881367 TO PROVIDE QUALITY ACTIVE SENIOR LIVING AND HEALTH CARE WITHIN A CHRISTIAN-BASED COMMUNITY THROUGH A CONTINUUM OF SERVICE FOUNDED UPON THE VALUES OF RESPECT, DIGNITY AND INDEPENDENCE. false false 18951308 0 20036415 TO OPERATE RETIREMENT COMMUNITIES AND INDEPENDENT LIVING CENTERS; TO PROVIDE OTHER LONG-TERM CARE SERVICES FOR OLDER INDIVIDUALS AT THE LOWEST FEASIBLE COST; TO OFFER ACCOMMODATIONS AND SERVICES ESPECIALLY DESIGNED TO MEET THE PHYSICAL, SOCIAL, SPIRITUAL, AND PSYCHOLOGICAL NEEDS, AND TO CONRIBUTE TO THE HEALTH, SECURITY, SENSE OF WELL-BEING AND USEFULLNESS OF OLDER INDIVIDUALS AND DISABLED PERSONS. 18951308 true false false true false false false false false false true false false true true false true true false false false false false false false false false false false true true false false false false false false false false false false false false false false false true false false false true 46 0 true 273 true false false false false false false false false false false X 10 10 true true false false true true false true true false false true true true true true true false false false X BRUCE H SHOGREN 3166851100 PO BOX 20440 WICHITA KS 672081440 RANDY WEDEL VICE CHAIRMAN/TRUSTEE 1.0 2.0 X X 0 0 0 JAMES J COOK TRUSTEE 1.0 2.0 X 0 0 0 ELIZABETH B MCKELL TRUSTEE 1.0 2.0 X 0 0 0 ELEANOR NELSON TRUSTEE 1.0 2.0 X 0 0 0 R LYMAN OTT TRUSTEE 1.0 2.0 X 0 0 0 RONALD H RIDGWAY CHAIRMAN/TRUSTEE 1.0 2.0 X X 0 0 0 DAN F HARRIS TRUSTEE 1.0 2.0 X 0 0 0 GARY D BRENNECKE TRUSTEE 1.0 2.0 X 0 0 0 RALPH D GAGE JR TRUSTEE 1.0 2.0 X 0 0 0 AARON MORRISON TRUSTEE 1.0 2.0 X 0 0 0 BRUCE H SHOGREN PRESIDENT/CEO 5.0 35.0 X 0 286378 26623 BEVERLY J WOODSMALL CFO/TREASURER 5.0 35.0 X 0 129425 17736 SHERRY K HIND CORPORATE SECRETARY 5.0 35.0 X 0 107043 9725 DOUGLAS L YODER CHIEF OPERATING OFFICER 5.0 35.0 X 0 100022 7651 JERRY J DELASHAW VP PROJ. DEVELOP./COMPLIANCE 5.0 35.0 X 0 159364 9864 JOAN MILLER CONTROLLER/ASSISTANT TREASURER 5.0 35.0 X 0 122011 25355 WILIAM H TAYLOR CHIEF OPERATING OFFICER 5.0 35.0 X 0 139792 25473 JOSEPH A GIRARDI CFO/TREASURER 5.0 35.0 X 0 23162 0 MARTHA SCHENK HEALTH CARE ADMINISTRATOR 40.0 0.0 X 105689 0 108 105689 1067197 122535 1 false true false GREYSTONE MANAGEMENT SERVICES CO 225 E JOHN CARPENTER FREEWAY SUITE IRVING TX 75062 MANAGEMENT SERVICES 768859 REHABCARE GROUP INC PO BOX 503534 ST LOUIS MO 63150 THERAPY SERVICES 325328 GLYNNDEVINS 11230 COLLEGE BLVD OVERLAND PARK KS 66210 ADV/MARKETING SVCS 247703 LEWIS FLOORING INC 10950 HIGHWAY 21 HILLSBORO MO 63050 PPANDE AND LABOR 159171 4 7696 7696 NET RESIDENT SERVICE REVENUE 623000 20033104 20033104 20033104 327031 327031 0 0 14400 14400 0 14400 14400 0 0 0 0 PROPERTY TAX ADJUSTMENTS 900099 617911 617911 BAD DEBT RECOVERIES 900099 3311 3311 GARNISHMENT CHARGES 900099 384 384 14914 14914 636520 21018751 20036415 974640 0 0 0 0 0 0 5528218 4750671 777547 0 408036 350646 57390 399024 342901 56123 932218 932218 100904 100904 34228 34228 0 0 0 264645 85140 179505 207649 207649 1288705 1054875 233830 85327 12623 72704 0 1660350 1217866 442484 46262 4540 41722 0 24256 9185 15071 8716687 6393685 2323002 0 4408512 3233641 1174871 235087 235087 FOOD 1057232 1057232 ANCILLARY COSTS 438303 438303 25835643 18951308 6884335 0 793084 964260 0 0 0 0 1233809 1361724 0 0 0 0 0 0 15610 11578 152530 136839 139106029 17023599 125483929 122082430 23407917 27955778 0 0 0 0 0 0 21995021 18846576 173081900 171359185 2319186 2597875 0 0 100588692 106582009 102958317 102144292 0 0 0 0 3919219 900000 0 0 33443 16376 209818857 212240552 X 0 0 0 0 -36736957 -40881367 -36736957 -40881367 173081900 171359185 -4816892 672482 X false true X true false X 0 2245 1935 4231 7696 16107 6459623 15814065 17781608 19451728 20033104 79540128 0 0 0 6459623 15816310 17783543 19455959 20040800 79556235 100 25 125 125 375 16918 16918 100 25 125 17043 17293 79538942 3100 96147 59586 198646 341431 698910 0 3100 96147 59586 198646 341431 698910 0 25241 4639 119682 596801 636520 1382883 6487964 15917096 17962811 20251406 21018751 81638028 0.97429 0.98162 0.00856 0.00590 X false false false false false true 388 false false false 388 false SCHEDULE C, PART II-B, LINE 1F 4% OF LEADINGAGE MISSSOURI DUES ARE DEDICATED TO LOBBYING. 7510543 7510543 121933478 14182023 107751455 3117351 1270794 1846557 6544657 1570782 4973875 122082430 CONTINUING CARE CONTRACT 3373623 UNAMORTIZED BOND COSTS 2919722 FUNDS HELD BY FISCAL AGENT 12542183 DUE FROM PMI 11048 18846576 0 DEPOSIT AGREEMENTS 15000 DUE TO PMMA 1376 16376 21691233 672482 672482 21018751 21018751 25835643 25835643 25835643 SCHEDULE D, PART X, LINE 2 MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. false false false false false false false false false BRUCE H SHOGREN PRESIDENT/CEO 0 280095 0 0 0 6283 0 0 0 26623 0 313001 0 0 JERRY J DELASHAW VP PROJ. DEVELOP./COMPLIANCE 0 121376 0 0 0 37988 0 0 0 9864 0 169228 0 0 WILIAM H TAYLOR CHIEF OPERATING OFFICER 0 139075 0 0 0 717 0 0 0 25473 0 165265 0 0 SCHEDULE J, PART I, LINE 3 COMPENSATION FOR BRUCE H SHOGREN, PRESIDENT/CEO, IS PROVIDED BY PRESBYTERIAN MANORS OF MID-AMERICA, INC. (PMMA), A RELATED ENTITY. PMMA USES A COMPENSATION COMMITTEE, FORM 990 OF OTHER ORGANIZATIONS, A WRITTEN EMPLOYMENT CONTRACT, A COMPENSATION SURVEY OR STUDY AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE TO ESTABLISH MR. SHOGREN'S COMPENSATION. THE COMPENSATION FOR ALL OTHER OFFICERS AND KEY EMPLOYEES IS PROVIDED BY PMMA. THE CEO OF PMMA USES COMPARABILITY DATA TO DETERMINE COMPENSATION FOR THE OTHER OFFICERS, KEY EMPLOYEES AND EXECUTIVE DIRECTORS. A SEE PART VI 431389515 497609AA5 2010-02-10 176073670 SEE PART VI false false false A 73575000 0 177651148 9698734 32799194 0 3419987 0 0 121894255 10033911 0 2013 false false true true A false false true true false 0 false false false true A false true true false 0 false 0 true true A true _ SCHEDULE K, PART I, COLUMN A, LINE A THE INDUSTRIAL DEVELOPMENT AUTHORITY OF THE CITY OF KIRKWOOD, MISSOURI SCHEDULE K, PART I, COLUMN F, LINE A ACQUIRE, CONSTRUCT, DEVELOP, EQUIP AND FURNISH A SENIOR LIVING COMMUNITY. SCHEDULE K, PART II, COLUMN A, LINE 3 TOTAL PROCEEDS OF ISSUE EXCEEDS AMOUNT IN PART I, COLUMN (E) DUE TO INVESTMENT EARNINGS. SCHEDULE K, PART IV, COLUMN A, LINE 2C ARBITRAGE REBATE ANALYSIS WAS PERFORMED AS OF 12/1/2014 SCHEDULE K, PART IV, COLUMN A, LINE 6 BOND PROCEEDS HELD IN THE PROJECT FUNDS WERE INVESTED BEYOND THE THREE-YEAR TEMPORARY PERIOD. FORM 990, PART VI, SECTION A, LINE 2 ALL OF THE OFFICERS AND DIRECTORS HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 3 GREYSTONE DEVELOPMENT IS MANAGING THE COMMUNITY UNTIL CERTAIN OCCUPANCY GOALS ARE ACHIEVED. FORM 990, PART VI, SECTION A, LINE 6 PRESBYTERIAN MANORS OF MID-AMERICA, INC. (PMMA), A NOT-FOR-PROFIT, 501(C)(3) ORGANIZATION IS THE SOLE MEMBER OF ASHFIELD ACTIVE LIVING AND WELLNESS COMMUNITIES, INC. FORM 990, PART VI, SECTION A, LINE 7A PMMA, BEING THE SOLE MEMBER OF ASHFIELD ACTIVE LIVING AND WELLNESS COMMUNITIES, INC. HAS THE RIGHT TO ELECT ALL OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 11B AN INDEPENDENT ACCOUNTING FIRM PREPARES AND REVIEWS THE 990. THE 990 IS THEN REVIEWED BY THE CFO AND THE ORGANIZATION'S CHAIR OF THE FINANCE COMMITTEE. ANY QUESTIONS OR CONCERNS THE CFO AND THE ORGANIZATION'S CHAIR OF THE FINANCE COMMITTEE HAVE ARE ADDRESSED AND ANY CORRECTIONS OR CLARIFICATIONS ARE MADE. THE FINAL FORM 990 WITH ALL REQUIRED SCHEDULES IS THEN PROVIDED TO ALL VOTING MEMBERS OF THE BOARD PRIOR TO FILING THE 990 WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, PRESBYTERIAN MANORS OF MID-AMERICA, INC.'S ATTORNEY PRESENTS AND EXPLAINS THE CONFLICT OF INTEREST POLICY TO THE BOARD, THE OFFICERS, AND THE KEY EMPLOYEES. THE TRUSTEES, OFFICERS, AND KEY EMPLOYEES ARE REQUIRED TO DISCLOSE ANY CONFLICTS AND SIGN THE POLICY. IF A POSSIBLE CONFLICT OF INTEREST ARISES, IT IS REVIEWED BY THE ATTORNEY AND THE ORGANIZATION'S CEO WHO DETERMINE WHETHER A CONFLICT EXISTS. IF IT IS DETERMINED THAT A CONFLICT EXISTS, THE CONFLICTED INDIVIDUAL IS PROHIBITED FROM VOTING OR BEING INVOLVED IN DISCUSSIONS REGARDING THE CONFLICT. FORM 990, PART VI, SECTION B, LINES 15A & 15B THE COMPENSATION PAID BY PRESBYTERIAN MANORS OF MID-AMERICA, INC. (PMMA) TO THE CEO IS DETERMINED BY PMMA'S ATTORNEY PROVIDING PMMA'S BOARD OF TRUSTEES WITH COMPARABILITY DATA. DELIBERATION OF THE CEO'S COMPENSATION IS HELD IN EXECUTIVE SESSION AND THEIR DECISION IS DELIVERED TO HUMAN RESOURCES IN A LETTER FROM THE CHAIRMAN OF THE BOARD. THE COMPENSATION FOR ALL OTHER OFFICERS AND KEY EMPLOYEES IS ALSO PROVIDED BY PMMA. THE CEO OF PMMA USES COMPARABILITY DATA TO DETERMINE COMPENSATION FOR THE OTHER OFFICERS, KEY EMPLOYEES AND EXECUTIVE DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 ASHFIELD ACTIVE LIVING & WELLNESS COMMUNITIES, INC. MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. PRESBYTERIAN MANORS OF MID-AMERICA INC PO BOX 20440 WICHITA KS 67208 480877587 MANAGEMENT KS 501(C)(3) 11B NA false PRESBYTERIAN MANORS INC PO BOX 20440 WICHITA KS 67208 237154996 CCRC KS 501(C)(3) 9 PMMA false SALINA PRESBYTERIAN MANOR ENDOWMENT FUND PO BOX 1337 SALINA KS 67402 480937829 FUNDS MGMT KS 501(C)(3) 11B PMI false false false false false false false false false false false false false true false false true true false false