2016-02-08T10:39:49-06:00 2015-06-30 410746749 CLIFTONLARSONALLEN LLP 1 BRONZE POINTE BELLEVILLE IL 62226 990 2014-07-01 610461720 TRUSTEES OF THE CHURCH HOME AND INFIRMARY (D/B/A EPISCOPAL CHURCH HOME) TRUS 5027367800 7504 WESTPORT ROAD LOUISVILLE KY 40222 PAUL SCHEPER CFO 5027367800 2016-02-02 1 JEFF PARKER P00970069 6182331200 2014 2016-04-25 22:37:26Z DOUG SPITLER 7504 WESTPORT ROAD LOUISVILLE KY 40222 20543860 0 X WWW.ECHKY.ORG X 1872 KY THE EPISCOPAL CHURCH HOME IS AN INTERDENOMINATIONAL CHRISTIAN COMMUNITY RETIREMENT AND CARE FACILITY. THE FACILITY IS DEDICATED TO PROVIDING A FULL RANGE OF HIGH QUALITY RESIDENT SERVICES FROM LONG TERM ALZHEIMER'S / MEMORY CARE TO SHORT TERM REHABILITATION ON A NOT-FOR-PROFIT BASIS. 18 18 506 320 0 0 108091 285932 18475454 17412434 435781 582410 164122 210900 19183448 18491676 0 0 0 0 11324111 11309179 0 0 59850 7396845 7824414 18720956 19133593 462492 -641917 35259281 34142430 15446932 16306482 19812349 17835948 THE EPISCOPAL CHURCH HOME STRIVES TO ENHANCE THE QUALITY OF LIFE FOR OLDER ADULTS THROUGH A CARING, CHRISTIAN COMMUNITY. 0 0 16489414 17412434 THE CORPORATION'S PRINCIPAL ACTIVITY IS PROVIDING NURSING AND RETIREMENT SERVICES THROUGH 266 LICENSED BEDS AND 62 RETIREMENT TOWNHOUSES. 16489414 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 18 0 506 1 0 0 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 KY X X EPISCOPAL CHURCH HOME 5027367800 7504 WESTPORT ROAD LOUISVILLE KY 40222 RICHMOND SIMPSON PRESIDENT / TRUSTEE 2.00 X X 0 0 0 W VANCE FRITTON VICE PRESIDENT / TRUSTEE 2.00 X X 0 0 0 MASON RUMMEL SECRETARY / TRUSTEE 2.00 X X 0 0 0 MARK LEWIS TREASURER / TRUSTEE 2.00 X X 0 0 0 MIKE BERRY TRUSTEE 2.00 X 0 0 0 THOMAS JAMES III TRUSTEE 2.00 X 0 0 0 CAROLINE EDDLEMAN TRUSTEE 2.00 X 0 0 0 JAMES HENDON JR TRUSTEE 2.00 X 0 0 0 ROBERT VICE JR TRUSTEE 2.00 X 0 0 0 CHARLIE CLARK TRUSTEE 2.00 X 0 0 0 ROB KING TRUSTEE 2.00 X 0 0 0 VIRGINIA RAY TRUSTEE 2.00 X 0 0 0 ARMOND OSTROFF TRUSTEE 2.00 X 0 0 0 PAMALA THOMPSON TRUSTEE 2.00 X 0 0 0 DONALD KOHLER TRUSTEE 2.00 X 0 0 0 SHARON REED TRUSTEE 2.00 X 0 0 0 DONALD SNOW TRUSTEE 2.00 X 0 0 0 TOM BROWN TRUSTEE 2.00 X 0 0 0 ANNE VENO CEO 40.00 X 154834 0 9406 GREG SIMPSON CFO 40.00 X 100334 0 11137 KATHY SHIREMAN DIRECTOR OF NURSING 40.00 X 111183 0 8019 CECY GRISHMAN KING ADMINISTRATOR 40.00 X 109218 0 8564 CHRIS BARTHOLOMEW DIRECTOR OF ENVIRONMENTAL 40.00 X 105166 0 15868 580735 0 52994 5 0 1 0 MORRISON MANAGEMENT SPECIALISTS PO BOX 402289 ATLANTA GA 30368 DIETARY SERVICES 2286125 HERITAGE HEALTHCARE 536 OLD HOWELL ROAD GREENVILLE SC 29615 THERAPY SERVICES 974802 PATRICK A O'DONNELL LANDSCAPING 10200 POCO PLACE LOUISVILLE KY 40291 GROUNDS MAINTENANCE 224391 LOGAN'S TEXTILE RENTAL PO BOX 643958 CINCINNATI OH 45264 LAUNDRY SERVICES 140790 4 285932 31231 285932 PATIENT SERVICE REVENUE 623000 16921469 16921469 ENTRANCE FEES 623000 490965 490965 17412434 256879 256879 2377715 2052184 325531 325531 325531 MISCELLANEOUS 623000 130812 130812 GUEST MEALS 623000 65185 65185 BEAUTY SHOP INCOME 623000 14903 14903 210900 18491676 17412434 0 793310 9791596 8411113 1338771 41712 39980 34344 5466 170 803827 692489 108105 3233 673776 578783 92123 2870 39395 39395 33725 33725 74333 74333 253522 50983 199539 3000 107977 107977 115283 50112 64921 250 872870 865361 7282 227 31294 21784 8556 954 71147 61116 9728 303 1497410 1286295 204736 6379 323867 162706 160562 599 ANCILLARIES 1995241 1995241 FOOD 938959 938959 REPAIRS & MAINTENANCE 555798 555798 LICENSE & FEES 395750 373924 21826 517843 410406 107284 153 19133593 16489414 2584329 59850 2733798 1522858 632019 568562 800 800 1695429 2401816 18348 18348 149681 209259 38421400 18152843 21064179 20268557 8950059 9141819 14968 10411 35259281 34142430 1137882 1300630 1235046 2459350 2177440 134912 95761 11714788 11497605 15446932 16306482 X 17169882 15178767 399874 387448 2242593 2269733 19812349 17835948 35259281 34142430 -641917 4483 -1338967 0 X X 0 1 X 1 0 X 294579 279281 244420 108091 285932 1212303 17299284 16768434 17335420 17963818 17412434 86779390 17593863 17047715 17579840 18071909 17698366 87991693 0 0 0 87991693 172101 216230 208040 222307 256879 1075557 172101 216230 208040 222307 256879 1075557 83593 100339 119234 164121 210900 678187 17849557 17364284 17907114 18458337 18166145 89745437 0.98050 0.97990 0.01200 0.01130 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2010 AMOUNT: $ 83,593. 2011 AMOUNT: $ 16,502. 2012 AMOUNT: $ 16,784. 2013 AMOUNT: $ 67,368. 2014 AMOUNT: $ 130,812. GUEST MEALS - 2011 AMOUNT: $ 68,477. 2012 AMOUNT: $ 87,726. 2013 AMOUNT: $ 79,525. 2014 AMOUNT: $ 65,185. BARBER / BEAUTY INCOME - 2011 AMOUNT: $ 15,360. 2012 AMOUNT: $ 14,724. 2013 AMOUNT: $ 17,228. 2014 AMOUNT: $ 14,903. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 1 693 0 0 0 693 0 PART II-B, LINE 1: DUES TO LEADINGAGE $693 RELATING TO LOBBYING ACTIVITIES 9581316 116384 582818 605027 9675491 8390345 71651 1259555 99131 41104 9581316 7564892 151044 1040538 328280 37849 8390345 7599581 89643 369229 457095 36466 7564892 6969793 168662 1231717 730939 39652 7599581 0.74490 0.23460 0.02050 1 0 804971 804971 32022078 15855957 16166121 5054032 2197299 2856733 540319 99587 440732 20268557 REFUNDABLE ENTRANCE FEES 10710277 DEPOSITS PAYABLE 787328 11497605 X 18496159 4483 4483 18491676 0 18491676 19133593 0 19133593 0 19133593 PART X, LINE 2: THE ORGANIZATION IS A NONPROFIT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE IRC. THE ORGANIZATION'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION IN THE U.S. FEDERAL, STATE AND LOCAL AUTHORITIES. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME, EXCISE OR OTHER TAXES OR MAY JEOPARDIZE ITS TAX-EXEMPT STATUS. THE TAX RETURNS FOR THE YEARS 2012 TO 2014 ARE OPEN TO EXAMINATION BY FEDERAL, LOCAL AND STATE AUTHORITIES. X X X 0 0 0 0 0 0 0 0 0 ANNE VENO CEO 154834 0 0 0 0 0 2295 0 7111 0 164240 0 0 0 X 2 31321 FMV 0 1 0 FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS REVIEWED AND APPROVED BY THE ACTING CEO AND CFO. THE 990 IS THEN PRESENTED TO THE EXECUTIVE COMMITTEE OF THE BOARD FOR REVIEW AND APPROVAL. IT IS THEN MADE AVAILABLE TO THE FULL BOARD IF THEY CHOOSE TO REVIEW. FORM 990, PART VI, SECTION B, LINE 12C MEMBERS OF THE BOARD OF TRUSTEES MUST COMPLETE AND SIGN A CONFLICT OF INTEREST DISCLOSURE STATEMENT ANNUALLY AT THE BEGINNING OF THE FISCAL YEAR OR IN CONNECTION WITH THE ANNUAL AUDIT AND MORE FREQUENTLY WHEN ASKED TO DO SO. THE CEO REVIEWS ANY CONTRACTS OR AGREEMENTS PERTAINING TO BOARD MEMBERS OR THEIR FAMILIES. IF THE CEO DETERMINES THAT THERE IS ANY CONFLICT, THE CEO WILL INFORM THE PRESIDENT OF THE BOARD. IF AN ISSUE ARISES OF NON-COMPLIANCE, THEN CHANGES ARE MADE TO ACHIEVE COMPLIANCE. THE CEO IS MONITORED BY THE PRESIDENT OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION OF THE PERSON(S) IS REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE 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 PROCESS. THE COMPENSATION OF THE PERSON(S) IS REVIEWED AND APPROVED USING DATA AS TO COMPARABLE COMPENSATION FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AS SIMILARLY SITUATED ORGANIZATIONS. WRITTEN DOCUMENTATION IS PROVIDED BY THE EXECUTIVE COMITTEE REGARDING DECISIONS ON THE COMPENSATION ARRANGEMENT. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS OF EPISCOPAL CHURCH HOME ARE MADE AVAILABLE TO THE PUBLIC ONLY UPON REQUEST. FORM 990, PART XII, LINE 2C: NO CHANGE IN OVERSIGHT PROCESS