2015-11-09T17:03:05-06:00 2015-03-31 BKD LLP 1201 Walnut Suite 1700 Kansas City MO 641062246 990 2014-04-01 237365138 JOHN KNOX VILLAGE % HEATH LEUCK JOHN 8162518000 400 NW MURRAY ROAD LEES SUMMIT MO 64081 KIM KLOCKENGA VICE PRESIDENT FINANCE 8162518000 2015-11-16 true Michael J Engle P00482834 8162216300 2014 2016-03-07 17:11:31Z DANIEL REXROTH 400 NW MURRAY ROAD LEES SUMMIT MO 64081 80306968 false X WWW.JKV.ORG X 1974 MO "ENRICHING LIVES, BUILDING COMMUNITY" 9 9 1385 476 576440 -49261 27817 184604 60182491 62151608 2215094 -2470678 4279882 4328087 66705284 64193621 74566 56602 0 0 37212135 38987015 0 0 0 32281954 34226884 69568655 73270501 -2863371 -9076880 135955855 147573311 126533042 147455672 9422813 117639 X SEE SCHEDULE O false false 47583451 56602 37869097 HEALTH SERVICES - SEE SCHEDULE O 14613666 0 19264215 RESIDENT SERVICES - SEE SCHEDULE O 4332470 0 9117492 RESIDENTIAL CARE FACILITY AND ALZHEIMER'S ASSISTED LIVING FACILITY SEE SCHEDULE O 66529587 true true false true false false false false false true true true false false true false false true false false true false false false false false false false true true true false false false false false false false false false false false false false false false true true true true false true 197 0 true 1385 true true true false false false false false false false false false X 9 9 true false false false true true true true true false false true true true true true true true false false MO X HEATH LEUCK 8162518000 400 NW MURRAY ROAD LEES SUMMIT MO 64081 STEPHEN CHINN CHAIRMAN 1.0 0.0 X X 0 0 0 CHUCK ROBB VICE CHAIRMAN 1.0 0.0 X X 0 0 0 WANDA CHINNERY SECRETARY 1.0 2.0 X X 0 0 0 RICK VIAR DIRECTOR 1.0 0.0 X 0 0 0 CAROL EVANS DIRECTOR 1.0 0.0 X 0 0 0 DR GEORGE PAGELS DIRECTOR 1.0 0.0 X 0 0 0 LARRY CROZIER DIRECTOR 1.0 0.0 X 0 0 0 DENISE MCNERNEY DIRECTOR 1.0 0.0 X 0 0 0 JERRY MCELHINEY DIRECTOR 1.0 0.0 X 0 0 0 DANIEL REXROTH PRESIDENT 40.0 3.0 X 508430 0 29159 RICHARD K KLOCKENGA VP - FINANCE 40.0 3.0 X 263999 0 28462 RODNEY MCBRIDE VP -HEALTH & COMMUNITY SERVICE 40.0 0.0 X 233040 0 28730 MARIA TIMBERLAKE VP - SENIOR LIVING 40.0 0.0 X 187770 0 27149 BETTY FREEMAN-BOOTS VP - HUMAN RESOURCES 40.0 0.0 X 176703 0 30654 DONNA BARRON ASSISTANT SECRETARY 40.0 0.0 X 58863 0 3631 HEATH LEUCK ASSISTANT TREASURER 40.0 0.0 X 96120 0 6051 DAVID MERCIER VCC ADMINISTRATOR 40.0 0.0 X 115889 0 10962 SALLY ARREY RN SKIN SPECIALITY NURSE 40.0 0.0 X 108648 0 8071 TAMI HOVERSTEN ASST ADMINISTRATOR 40.0 0.0 X 108777 0 3593 1858239 0 176462 8 false true false AEGIS THERAPIES MEDICAL STAFFING 4701335 HARKRADER CONSTRUCTION CONSTRUCTION 2708334 GLYNNDEVINS INC MARKETING 1496254 MEYER BROTHERS BUILDING CO CONTRACTOR 1405286 PARIC CORPORATION CONTRACTOR 1222478 34 184604 184604 NET PATIENT REVENUE 623000 62151608 62151608 62151608 1416231 1416231 52828 52828 0 285493 285493 0 285493 285493 12173610 12121065 3992282 52545 -3992282 -3939737 -3939737 0 0 0 Cafeteria 721310 2389782 2389782 Beauty Shops 812900 480821 480821 MISCELLANEOUS INCOME 900099 1171991 595551 576440 4042594 64193621 65617762 576440 -2185185 0 56602 56602 0 0 1748118 1526985 221133 0 31306862 28693590 2613272 241150 221021 20129 3244342 2973528 270814 2446543 2325708 120835 0 251815 251815 74990 74990 0 0 39238 39238 5541593 5521084 20509 0 1128543 1128543 4193594 3852035 341559 581772 26383 555389 0 4077660 3135926 941734 1384816 1280165 104651 0 87584 87584 3047693 2876583 171110 0 8396691 7896475 500216 1098292 1036629 61663 DUES AND SUBSCRIPTIONS 120248 114038 6210 BAD DEBT EXPENSE 507095 507095 MEDICAL SUPPLIES 1958425 1958425 MEDICAID TAX 1302306 1302306 434529 8882 425647 73270501 66529587 6740914 0 0 0 3030995 6942056 0 0 4492222 4845775 0 0 0 0 0 0 500773 551439 618651 597744 200044982 118734536 79070376 81310446 31260642 35898445 10884157 10947505 0 0 0 0 6098039 6479901 135955855 147573311 8974104 10835561 0 0 52274019 55046438 50949636 69423730 0 0 0 0 8542512 6778945 0 0 5792771 5370998 126533042 147455672 X 9422813 117639 0 0 0 0 9422813 117639 135955855 147573311 -9076880 -228294 X false true X true false X 160708 240855 186210 27817 184604 800194 59531966 59760998 60078740 60182491 62151608 301705803 0 0 0 59692674 60001853 60264950 60210308 62336212 302505997 79999 111701 97327 99257 93582 481866 0 0 0 79999 111701 97327 99257 93582 481866 302024131 1536203 1610341 1420720 2569770 1754552 8891586 0 1536203 1610341 1420720 2569770 1754552 8891586 17163 1040 53919 72122 3541667 3318612 3491692 3397813 3466154 17215938 64787707 64931846 65231281 66177891 67556918 328685643 0.91888 0.92376 0.02705 0.02435 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false true 2942 false false false 2942 false SCHEDULE C, PART II-B, LINE 1F GRANTS TO OTHER ORGANIZATIONS FOR LOBBYING PURPOSES ARE THE PORTION OF DUES PAID TO VARIOUS TRADE ASSOCIATIONS WHICH ARE DESIGNATED BY THOSE ORGANIZATIONS FOR LOBBYING EXPENSES. 1832797 169411 91574 109270 1984512 1717459 129485 116299 130446 1832797 1594795 84454 91224 53014 1717459 1612013 5364 67936 67936 90518 0 1526859 1460712 150887 102705 102705 102291 0 1509308 0.19000 0.76400 0.04600 false true true 5890880 5890880 144620375 88609509 56010866 0 30227816 23329328 6898488 19305911 6795699 12510212 81310446 JKV REDEVELOPMENT 1000 C ALTERNATIVE INVESTMENTS 10505717 F INVESTMENT IN CCIC 440788 C 10947505 0 ASSET RETIREMENT OBLIGATION 3711259 NOTE PAYABLE TO AFFILIATE 1659739 5370998 68544199 -228294 4742813 4514519 64029680 163941 163941 64193621 77498079 4284180 4284180 73213899 56602 56602 73270501 SCHEDULE D, PART V, LINE 4 THE ENDOWMENT FUNDS ARE HELD AT THE JOHN KNOX VILLAGE FOUNDATION FOR THE BENEFIT OF JOHN KNOX VILLAGE. RESIDENT FINANCIAL ASSISTANCE ENDOWMENT FUND (PERMANENT ENDOWMENT): INVESTMENT INCOME IS USED TO PROVIDE SLIDING SCALE ASSISTANCE TO HELP RESIDENTS WITH THEIR MONTHLY SERVICE FEES. JOHN KNOX VILLAGE ENDOWMENT FUND (PERMANENT ENDOWMENT): INVESTMENT INCOME IS USED BY TRUSTEES FOR PROJECTS OR PROGRAMS WHERE THERE ARE INSUFFICIENT DONOR RESTRICTED FUNDS OR NO DONOR RESTRICTED FUNDS AT ALL FOR THE PROJECT OR PROGRAM. TRUSTEE DESIGNATED ENDOWMENT FUNDS (BOARD DESIGNATED QUASI-ENDOWMENT): BY POLICY, ONE HALF OF UNRESTRICTED ESTATE GIFTS ARE DESIGNATED BY THE TRUSTEES, FOR LONG-RANGE, LARGER PROJECTS OR INITIATIVES. INVESTMENT INCOME FROM THOSE FUNDS ARE USED FOR CURRENT PROJECTS OR PROGRAMS. DONOR RESTRICTED FUNDS (TERM ENDOWMENT): USED TO FUND THE PROJECT OR PROGRAM STIPULATED BY THE DONOR AT THE TIME THEY MAKE THE GIFT. 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. SCHEDULE D, PART XI, LINE 2D RELATED PARTY REVENUE $ 907,706 ELIMINATIONS (157,175) LOSS ON DISPOSITION OF FIXED ASSETS 3,992,282 ---------- TOTAL $ 4,742,813 SCHEDULE D, PART XI, LINE 4B CONTRIBUTIONS FOR FIXED ASSETS $ 107,339 RESIDENTIAL FINANCIAL ASSISTANCE $ 56,602 ----------- $ 163,941 SCHEDULE D, PART XII, LINE 2D EXPENSES FROM RELATED ORGANIZATION $ 467,600 ELIMINATIONS (175,702) LOSS ON DISPOSITION OF FIXED ASSETS 3,992,282 ---------- TOTAL $ 4,284,180 SCHEDULE D, PART XII, LINE 4B RESIDENTIAL FINANCIAL ASSISTANCE $ 56,602 Central America and the Caribbean Investments 10438232 10438232 10438232 true false true true false false true RESIDENTIAL FINANCIAL ASSISTANCE 19 56602 SCHEDULE I, PART I, LINE 2 JOHN KNOX VILLAGE HAS A BOARD APPROVED RESIDENT ASSISTANCE POLICY WHICH OUTLINES THE APPLICATION AND PROCESS FOR THE ASSISTANCE. THE POLICY IS REVIEWED AND UPDATED ANNUALLY AS NEEDED. RESIDENTS REQUESTING FINANCIAL ASSISTANCE COMPLETE A QUESTIONNAIRE THAT IS REVIEWED BY THE VP OF FINANCE OF JOHN KNOX VILLAGE. THE VILLAGE POSSESSES DOCUMENTATION THAT SHOWS THE FUNDS WERE EXPENDED FOR THE INTENDED PURPOSE. X X X X X false false false false false false false false false DANIEL REXROTH PRESIDENT 328319 0 122757 0 57354 0 22562 0 6597 0 537589 0 0 0 RICHARD K KLOCKENGA VP - FINANCE 201238 0 54113 0 8648 0 17500 0 10962 0 292461 0 0 0 RODNEY MCBRIDE VP -HEALTH & COMMUNITY SERVICE 187707 0 36291 0 9042 0 22625 0 6105 0 261770 0 0 0 MARIA TIMBERLAKE VP - SENIOR LIVING 146969 0 38334 0 2467 0 22271 0 4878 0 214919 0 0 0 BETTY FREEMAN-BOOTS VP - HUMAN RESOURCES 137623 0 38336 0 744 0 20880 0 9774 0 207357 0 0 0 A THE INDUSTRIAL DEVEL AUTHORITY OF THE CITY OF LS 431255189 2007-05-24 58019157 SEE SUPPLEMENTAL INFORMATION false false false B INDUSTRIAL DEV AUTHORITY - CITY OF LEES SUMMIT 431255189 2014-07-31 20576185 SEE SUPPLEMENTAL INFORMATION false false false A 6445000 0 58927328 4696800 373621 0 880930 0 0 27615041 26324598 0 2010 true true true true B 0 0 20302955 2100000 418359 0 326716 0 0 12238967 0 5848979 false false false false A false false false false 0 false false false true B false false false false 0 false false false true A false true false false 0 true SEE SCH K PART VI true false true B false true false false 0 false 0 false true A true B true SCHEDULE K, PART I, LINE A, COLUMN F SERIES 2007 BOND: - IMPROVEMENTS TO SENIOR LIVING FACILITIES $26,526,489 - NEW SENIOR LIVING FACILITY $1,351,493 - REFUND 1995 BONDS (ORIGINALLY ISSUED ON 9/1/1995) - REFUND 1999 BONDS (ORIGINALLY ISSUED ON 10/15/1999) - REFUND 2002 BONDS (ORIGINALLY ISSUED ON 5/22/2002) SERIES 2014 BOND: - IMPROVEMENTS TO SENIOR LIVING FACILITIES $6,994,352 - NEW SENIOR LIVING FACILITY $11,080,309 SCHEDULE K, PART II, LINE 3, COLUMN A & B ADDITIONAL PROCEEDS ARE DUE TO INVESTMENT EARNINGS DURING THE PROJECT PERIOD. SCHEDULE K, PART II, LINE 5, COLUMN A & B INVESTMENT EARNINGS ON THE DSR AND COI FUND DURING THE PROJECT PERIOD WERE ALLOCATED TO PAY INTEREST ON THE BONDS. SCHEDULE K, PART II, LINE 11, COLUMN A OTHER PROCEEDS WERE SPENT TO REFUND THE FOLLOWING BONDS: - REFUND 1995 BONDS (ORIGINALLY ISSUED ON 9/1/1995) - REFUND 1999 BONDS (ORIGINALLY ISSUED ON 10/15/1999) - REFUND 2002 BONDS (ORIGINALLY ISSUED ON 5/22/2002) SCHEDULE K, PART IV, LINE 5B, COLUMN A GROSS PROCEEDS IN THE DEBT SERVICE RESERVE FUND WERE INVESTED IN TWO GUARANTEED INVESTMENT CONTRACTS. NAME OF PROVIDERS & TERM OF GUARANTEED INVESTMENT CONTRACTS: - WACHOVIA BANK, NATIONAL ASSOCIATION (TERM: 17.7 YEARS) - THIS FORWARD DELIVERY AGREEMENT WAS TRANSFERRED TO THE DEBT SERVICE RESERVE FUND FROM THE 1995 BONDS. - BEAR STERNS CAPITAL MARKETS, INC. (TERM: 25.2 YEARS) FORM 990, PART III, LINE 1 JOHN KNOX VILLAGE IS ORGANIZED FOR THE PURPOSE OF PROVIDING RESIDENCES, HEALTH CARE, AND RELATED SERVICES TO SENIOR CITIZENS WITHIN A COMMUNITY SETTING. THE VILLAGE OFFERS VARIOUS SERVICES THROUGHOUT THE RESIDENT'S LIFE TO PROMOTE THE WELL-BEING OF THE RESIDENT AS WELL AS A SENSE OF COMMUNITY AMONG ALL RESIDENTS. FORM 990, PART III, LINES 4A, 4B AND 4C SUCCESSFUL BUSINESSES THRIVE IN HEALTHY COMMUNITIES. THAT'S WHY WE AT JOHN KNOX VILLAGE, LIKE MANY ORGANIZATIONS, CHALLENGE OURSELVES ANNUALLY TO MAKE AN EVEN GREATER IMPACT IN THE AREAS WE CONDUCTS BUSINESS THROUGH OUR COMMUNITY INVOLVEMENT EFFORTS. ALTHOUGH MONETARY DONATIONS ARE SIGNIFICANT, IT'S THE POWER OF THE PEOPLE - OUR SKILLS AND TALENTS - THAT REALLY MAKE A DIFFERENCE. VILLAGE ASSOCIATES AND RESIDENTS WHO SHARE THEIR TIME AND EXPERTISE MAKE POSITIVE CONTRIBUTIONS TO THE COMMUNITIES WHERE THEY LIVE, WORK, WORSHIP, VOLUNTEER, ETC. COMMUNITY INVOLVEMENT IS THE RIGHT THING TO DO - AND IT'S A BUSINESS STRATEGY THAT HAS TRANSLATED INTO GREATER SUCCESS FOR OUR ORGANIZATION. AS A LEADING PROVIDER OF CARE AND SERVICES FOR OLDER ADULTS, AS WELL AS A SOURCE OF SUPPORT FOR THEIR FAMILIES, WE ARE COMMITTED TO ACHIEVING OUR MISSION OF "ENRICHING LIVES, BUILDING COMMUNITY" BOTH HERE IN LEE'S SUMMIT AND THROUGHOUT THE ENTIRE KANSAS CITY METROPOLITAN. FOR MEMBERS OF THE VILLAGE COMMUNITY, ENRICHING LIVES, BUILDING COMMUNITY ALSO MEANS WORKING TOGETHER TO CREATE EVEN MORE VIBRANT COMMUNITIES FOR PEOPLE OF ALL WALKS OF LIFE. IN ADDITION TO PROVIDING QUALITY CARE AND SERVICES TO SENIORS, THE VILLAGE PROVIDES A DIVERSE ARRAY OF DEPENDABLE SERVICES TO MEMBERS OF THE SURROUNDING COMMUNITY, SUCH AS CATERING, BANQUET AND EVENT FACILITIES, TRAINING AREAS FOR EMERGENCY SERVICES PERSONNEL, EMERGENCY SERVICES ASSISTANCE AND MORE - OFFERINGS THAT BENEFIT A DIVERSE ARRAY OF PEOPLE. BECAUSE OF THE VILLAGE'S SIZE, DIVERSE SERVICES, AMENITIES AND OFFERINGS, WE ARE ABLE TO ALLOCATE MULTIPLE RESOURCES TOWARD OUR COMMUNITY INVOLVEMENT COMMITMENTS. WE SHARE FACILITIES, FACILITATE THE GIVING OF RESIDENT AND ASSOCIATE TIME AND TALENTS, OFFER LEADERSHIP AND/OR MODEST FINANCIAL SUPPORT TO COMMUNITY-BASED ORGANIZATIONS, SHARE ENTERTAINMENT AND PROMOTE EDUCATION AND INTERGENERATIONAL ACTIVITIES. IN TURN, THE VILLAGE BENEFITS GREATLY. - WE ARE ACHIEVING THE VILLAGE'S MISSION, VISION AND VALUES BY ENRICHING THE LIVES OF RESIDENTS, ASSOCIATES AND MEMBERS OF THE SURROUNDING COMMUNITY. - WE ARE STRENGTHENING THE VILLAGE'S POSITION AS A VALUABLE COMMUNITY RESOURCE AND LEADER. - WE ARE HEIGHTENING AWARENESS OF AND UNDERSTANDING ABOUT JOHN KNOX VILLAGE. - WE ARE ENHANCING THE IMAGE OF JOHN KNOX VILLAGE - WE ARE BREAKING DOWN STEREOTYPES ABOUT AGING AND OLDER ADULTS. - WE ARE GENERATING INTEREST IN RESIDENCY AT OR USE OF JOHN KNOX VILLAGE SERVICES. - WE ARE PROMOTING JOHN KNOX VILLAGE AS A GOOD PLACE TO LIVE, WORK AND CONDUCT BUSINESS WITH. - WE ARE REINFORCING THE APPROPRIATENESS OF OUR NOT-FOR-PROFIT STATUS. THE VILLAGE'S COMMUNITY INVOLVEMENT EXTENDS BEYOND VOLUNTEERING AND/OR DONATING GOODS AND SERVICES. WE ALSO ARE TAKING STEPS TO BECOME A MORE SUSTAINABLE, EARTH-FRIENDLY ORGANIZATION. WHAT BETTER WAY TO MAKE A POSITIVE IMPRESSION WITHIN THE COMMUNITIES WE TOUCH THAN BY MINIMIZING OUR CARBON FOOTPRINT FOR FUTURE GENERATIONS? THIS REPORT IS MORE THAN A JUST A SHOWCASE OF THE VILLAGE'S GENEROSITY AND OUR LONG-STANDING COMMITMENT TO THE COMMUNITIES AROUND US. IT'S THE STORY OF OUR EFFORTS TO MAKE AN EVEN GREATER DIFFERENCE IN THE COMMUNITIES WE SERVE. THE VILLAGE'S COMMUNITY INVOLVEMENT EFFORTS ENRICH THE LIVES OF THOUSANDS OF INDIVIDUALS - ALL OF WHO ARE POTENTIAL SUPPORTERS, CUSTOMERS, RESIDENTS OR ASSOCIATES OF OUR ORGANIZATION. WE ARE PROUD OF OUR ACCOMPLISHMENTS AND EXCITED ABOUT FUTURE COMMUNITY INVOLVEMENT PROSPECTS. ABOUT JOHN KNOX VILLAGE - ONE OF THE LARGEST CONTINUING CARE RETIREMENT COMMUNITIES IN THE NATION NOT-FOR-PROFIT ORGANIZATION 501(C)(3), RUN BY A NINE-MEMBER VOLUNTEER BOARD OF DIRECTORS - MISSION: TO ENRICH THE LIVES OF OLDER ADULTS THROUGH COMMUNITY LIVING FOUNDED IN 1970 BY DR. KENNETH BERG LOCATED ON MORE THAN 400 ACRES IN LEE'S SUMMIT, MO., WITH HOME HEALTH OFFICES IN OVERLAND PARK, KANSAS. - ANNUALLY SERVES ABOUT 1,500 RESIDENTS ON ITS CAMPUS AND ABOUT 4,000 COMMUNITY MEMBERS WHO LIVE THROUGHOUT THE GREATER KANSAS CITY AREA - WITH ABOUT 1,000 ASSOCIATES ON STAFF, THE VILLAGE IS ONE OF THE LARGEST EMPLOYERS IN LEE'S SUMMIT AND THE GREATER KANSAS CITY AREA, ACCORDING TO SURVEYS PUBLISHED BY THE KANSAS CITY BUSINESS JOURNAL, KANSAS CITY'S INGRAM'S MAGAZINE AND LEADINGAGE. INDEPENDENT LIVING: RESIDENTS CAN ENJOY MAINTENANCE-FREE LIVING WHILE LIVING IN FREESTANDING HOMES, VILLAS AND APARTMENTS. ON-SITE AMENITIES INCLUDE: ART STUDIO; LIBRARY; BEAUTY SALONS; MEETING AND BANQUET ROOMS; BOWLING ALLEY; CHAPEL AND PRAYER ROOM; 9-HOLE EXECUTIVE GOLF COURSE; COMPUTER CENTER; FITNESS CENTER; CONVENIENCE STORES; RESTAURANTS; ICE CREAM SHOP; 2,000-SEAT PAVILION; GUEST ROOMS; INDOOR AND OUTDOOR SWIMMING POOLS AND WHIRLPOOL; AND MORE. VILLAGE HELPERS: VILLAGE HELPERS OFFERS IN-HOME, PRIVATE-DUTY CARE, INCLUDING HOUSEHOLD ASSISTANCE, PERSONAL CARE, COMPANION VISITS, RESPITE CARE AND MORE. VILLAGE HOME HEALTH: WITH OFFICES IN BOTH LEE'S SUMMIT, MO., AND OVERLAND PARK, KAN., THIS MEDICARE-CERTIFIED HOME HEALTH AGENCY PROVIDES INTERMITTENT SKILLED CARE AS ORDERED BY A PHYSICIAN. OUR LICENSED HEALTH CARE PROFESSIONALS PROVIDE SERVICES TO PATIENTS WHO LIVE THROUGHOUT THE GREATER KANSAS CITY AREA. VILLAGE ASSISTED LIVING AND RESIDENTIAL CARE: LICENSED BY THE STATE OF MISSOURI, VALLEY VIEW IS A 119-UNIT FACILITY OFFERING CARE AND SERVICES TO RESIDENTS IN BOTH AN ASSISTED LIVING AND RESIDENTIAL CARE SETTING, INCLUDING 24-HOUR NURSING, REGULAR HOUSEKEEPING, THREE MEALS A DAY, PLANNED ACTIVITIES AND MORE. VILLAGE ASSISTED LIVING MEMORY CARE: THE VILLAGE HAS THREE SEPARATE ASSISTED LIVING MEMORY CARE UNITS THAT ARE LICENSED BY THE STATE OF MISSOURI. EACH UNIT PROVIDES A FULL RANGE OF SERVICES, AND SUPPORTIVE AND SECURE ENVIRONMENTS FOR RESIDENTS WHO HAVE MEMORY-RELATED DISEASES. VILLAGE ASSISTED LIVING PROVIDES 24-HOUR NURSING CARE AND SUPPORT STAFF; PRIVATE AND SEMI-PRIVATE ROOMS; SECURE ENTRANCES AND MONITORING SYSTEMS IN RESIDENT ROOMS; AND MORE. VILLAGE CARE CENTER: THE VILLAGE CARE CENTER IS A 430-BED, FREESTANDING SKILLED-NURSING FACILITY. IT PROVIDES 24-HOUR LICENSED NURSING SERVICES, AN ALZHEIMER'S UNIT, A MEDICARE-CERTIFIED REHABILITATION UNIT AND SHORT-TERM, IN-PATIENT HOSPICE CARE. VILLAGE HOSPICE OF JOHN KNOX VILLAGE: VILLAGE HOSPICE PROVIDES COMFORT-ORIENTED SERVICES TO INDIVIDUALS WITH LIFE-LIMITING ILLNESSES AND THEIR LOVED ONES IN THEIR HOMES. THE AGENCY IS LICENSED AND CERTIFIED BY THE STATE OF MISSOURI AND MEDICARE. HOME FOR LIFE SOLUTIONS: HOME FOR LIFE SOLUTIONS PROVIDES AN INNOVATIVE PERSONAL RESPONSE SYSTEM THAT IS IDEAL FOR PEOPLE WHO FACE PHYSICAL OR MEMORY CHALLENGES. THE SIMPLE TECHNOLOGY TOOLS ALLOW INDIVIDUALS TO CONTINUE TO LIVE IN THE COMFORT OF THEIR OWN HOMES. CIVIC ENGAGEMENT CIVIC ENGAGEMENT IS AN UMBRELLA TERM USED TO DESCRIBE HOW COMMUNITY SERVICE, POLITICAL ACTIVITY, ACTIVISM AND ADVOCACY CAN ENHANCE THE LIVES OF INDIVIDUALS WHO GIVE OF THEIR TIME TO THE COMMUNITIES IN WHICH THEY LIVE AND WORK. CHAMBER OF COMMERCE/ECONOMIC DEVELOPMENT JOHN KNOX VILLAGE'S ONGOING INVOLVEMENT IN THE LEE'S SUMMIT CHAMBER OF COMMERCE HAS INCLUDED BOTH LEADERSHIP AND FINANCIAL SUPPORT. MANAGEMENT REPRESENTATIVES HAVE CONSISTENTLY SERVED ON VARIOUS CHAMBER COMMITTEES AND IN OFFICER POSITIONS. FINALLY, 28 JKV ASSOCIATES HAVE PARTICIPATED IN LEADERSHIP LEE'S SUMMIT, A NINE-MONTH PROGRAM DESIGNED TO EDUCATE AND BUILD COMMUNITY LEADERS. CIVIC/COMMUNITY ORGANIZATIONS MANY JOHN KNOX VILLAGE COMMUNITY MEMBERS ARE INVOLVED IN A VARIETY OF ORGANIZATIONS. ALTHOUGH NOT SPONSORED OR FACILITATED BY JOHN KNOX VILLAGE, SUCH INVOLVEMENT INDIRECTLY - YET POSITIVELY - REFLECTS ON THE VILLAGE. IN ADDITION, THESE ORGANIZATIONS ALSO BENEFIT FROM THE LEADERSHIP, INTELLECTUAL CAPITAL AND OTHER CONTRIBUTIONS PROVIDED BY VILLAGE ASSOCIATES, RESIDENTS AND BOARD MEMBERS. THE FOLLOWING LIST INCLUDES EXAMPLES OF THE DIVERSITY OF ORGANIZATIONS IN WHICH JKV COMMUNITY MEMBERS HAVE BEEN INVOLVED. BOY SCOUTS OF AMERICA, CENTER FOR PRACTICAL BIOETHICS, CITIZEN'S ADVISORY COMMITTEE, GIRL SCOUTS OF THE USA, HEARTLAND MEN'S CHORUS, HUMANE SOCIETY, INDIAN ASSOCIATION OF KANSAS CITY, JUNIOR ACHIEVEMENT OF MIDDLE AMERICA INC., KANNADA SANGHA OF KANSAS CITY, KANSAS CITY CHAMBER OF COMMERCE, LEE'S SUMMIT OPTIMISTS, LEE'S SUMMIT CHAMBER OF COMMERCE, LEE'S SUMMIT ECONOMIC DEVELOPMENT COUNCIL, LEE'S SUMMIT CHARACTER COUNCIL, LEE'S SUMMIT SUNRISE ROTARY CLUB, LEE'S SUMMIT R-7 SCHOOL DISTRICT, MAYOR'S HEALTH EDUCATION ADVISORY BOARD, RAYMORE HISTORICAL SOCIETY, SUNSET GARDEN CLUB, UNITED WAY REVIEW BOARD AND WORKFORCE INVESTMENT BOARD, WATER UTILITIES COMMUNITY ACTION GROUP, AND LEE'S SUMMIT SUSTAINABILITY COMMITTEE. JOHN KNOX VILLAGE PRESIDENT/CEO DAN REXROTH STRONGLY BELIEVES IN GIVING BACK TO THE COMMUNITY. HE HAS BEEN AN INTEGRAL MEMBER OF SEVERAL PROFESSIONAL BOARDS AND COMMITTEES SUCH AS CARING COMMUNITIES INSURANCE COMPANY, AMERICAN ASSOCIATION OF HOMES AND SERVICES FOR THE AGING, CONTINUING CARE ACCREDITATION COMMISSION, MISSOURI ASSOCIATION OF HOMES FOR THE AGING, THE ETHICS COMMISSION - AMERICAN FORM 990, PART VI, SECTION A, LINE 2 DANIEL REXROTH AND RICHARD KIM KLOCKENGA HAVE A BUSINESS RELATIONSHIP. THEY SERVE AS AN OFFICER OR DIRECTOR FOR THE JOHN KNOX VILLAGE REDEVELOPMENT CORPORATION, WHICH IS A RELATED FOR PROFIT COMPANY. THE OFFICERS AND DIRECTORS DO NOT RECEIVE ANY COMPENSATION FROM OR HAVE ANY STOCK OWNERSHIP IN THE RELATED FOR PROFIT COMPANY. FORM 990, PART VI, SECTION B, LINE 6 PREMIERLIFE, A MISSOURI NONPROFIT CORPORATION, IS THE SOLE MEMBER OF JOHN KNOX VILLAGE. PREMIERLIFE IS DESIGNATED AS THE SOLE MEMBER SO LONG AS PREMIERLIFE SHALL CONTINUE TO QUALIFY AS A TAX EXEMPT, NONPROFIT ENTITY RECOGNIZED UNDER SECTION 501(C)(3) OF THE IRC. PREMIERLIFE HAS THE RIGHT TO ELECT THE MEMBERS OF JOHN KNOX VILLAGE'S GOVERNING BODY. PREMIERLIFE HAS THE RESERVED POWER TO APPROVE SIGNIFICANT DECISIONS OF JOHN KNOX VILLAGE'S GOVERNING BODY. PREMIERLIFE IS NOT ENTITLED TO RECEIVE A SHARE OF JOHN KNOX VILLAGE'S PROFITS, EXCESS DUES OR A SHARE OF JOHN KNOX VILLAGE'S NET ASSETS UPON DISSOLUTION. FORM 990, PART VI, SECTION B, LINE 7A PREMIERLIFE BEING THE SOLE MEMBER OF JOHN KNOX VILLAGE HAS THE RIGHT TO ELECT ALL THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 7B THE CORPORATE BYLAWS OF JOHN KNOX VILLAGE IDENTIFY CERTAIN RIGHTS AND POWERS WHICH ARE RESERVED TO PREMIERLIFE, THE SOLE MEMBER. IN EACH INSTANCE, THE RIGHTS AND POWERS RESERVED TO THE SOLE MEMBER MAY BE SUMMARIZED AS FOLLOWS: 1. ELECTION OF DIRECTORS THE SOLE MEMBER ELECTS ALL DIRECTORS OF JOHN KNOX VILLAGE BASED UPON NOMINATIONS SUBMITTED BY JOHN KNOX VILLAGE'S BOARD Of DIRECTORS. TERMS OF OFFICE ARE STAGGERED ON JOHN KNOX VILLAGE'S BOARD SUCH THAT APPROXIMATELY 1/3 OF THE DIRECTORS' TERMS EXPIRE EACH YEAR. 2. ARTICLES OF INCORPORATION AND BYLAWS JOHN KNOX VILLAGE'S ARTICLES OF INCORPORATION AND BYLAWS MAY NOT BE AMENDED, RESTATED, ALTERED OR REPEALED BY THE CORPORATION UNLESS AND UNTIL SUCH ACTION IS RATIFIED AND APPROVED BY THE SOLE MEMBER. 3. ANNUAL BUDGETS/FINANCIAL POLICIES/INVESTMENT JOHN KNOX VILLAGE'S ANNUAL OPERATING AND CAPITAL BUDGETS PREPARED AND RECOMMENDED BY THE CORPORATE BOARD ARE SUBJECT TO REVIEW AND APPROVAL OF THE SOLE MEMBER. CORPORATE FINANCIAL POLICIES AND INVESTMENT STRATEGIES RECOMMENDED BY JOHN KNOX VILLAGE'S BOARD ALSO ARE SUBJECT TO PRIOR REVIEW AND APPROVAL OF THE SOLE MEMBER. 4. SALE OF ASSETS/MERGER, CONSOLIDATION/DISSOLUTION ANY SALE, LEASE OR OTHER DISPOSITION OF SUBSTANTIALLY ALL OF THE ASSETS OF JOHN KNOX VILLAGE, AND ANY MERGER, CONSOLIDATION, REORGANIZATION OR OTHER NOT-IN-THE-ORDINARY-COURSE TRANSACTION IS SUBJECT TO THE PRIOR REVIEW, RATIFICATION AND APPROVAL OF THE SOLE MEMBER. JOHN KNOX VILLAGE SHALL NOT BE DISSOLVED OR LIQUIDATED NOR ANY PLAN OF DISSOLUTION ADOPTED BY THE CORPORATION'S BOARD OF DIRECTORS WITHOUT THE RATIFICATION AND APPROVAL OF THE SOLE MEMBER. 5. LONG-TERM DEBT/LEASES ALL LONG-TERM DEBT OBLIGATIONS AND LONG-TERM LEASE OBLIGATIONS IN EXCESS OF ONE YEAR ARE SUBJECT TO PRIOR REVIEW/APPROVAL OF THE SOLE MEMBER. 6. CHIEF EXECUTIVE OFFICER ACTIONS OF THE BOARD OF DIRECTORS OF JOHN KNOX VILLAGE TO EMPLOY OR TERMINATE THE EMPLOYMENT OF THE CEO OF THE CORPORATION ARE SUBJECT TO REVIEW AND APPROVAL BY THE SOLE MEMBER. FORM 990, PART VI, SECTION B, LINE 11B AN INDEPENDENT ACCOUNTING FIRM PREPARES AND REVIEWS THE 990. THE 990 IS THEN REVIEWED BY THE ORGANIZATION'S OFFICERS AND ACCOUNTING PERSONNEL. ANY QUESTIONS OR CONCERNS THE ORGANIZATION'S OFFICERS AND ACCOUNTING PERSONNEL HAVE ARE ADDRESSED AND ANY CORRECTIONS OR CLARIFICATIONS THAT NEED TO BE MADE ARE MADE. THE 990 IS THEN PROVIDED TO THE FINANCE COMMITTEE OF THE BOARD FOR THEIR REVIEW PRIOR TO FILING THE 990. ANY QUESTIONS OR CONCERNS THE FINANCE COMMITTEE HAVE ARE ADDRESSED AND ANY CORRECTIONS OR CLARIFICATIONS THAT NEED TO BE MADE 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. FORM 990, PART VI, SECTION B, LINE 12C AT THE TIME OF HIRE (OR ELECTION IN THE CASE OF CORPORATE DIRECTORS AND TRUSTEES) AND ANNUALLY THEREAFTER, THE CEO OR HIS/HER DESIGNEE SHALL PROVIDE TO THE BOARD AND TO ALL EXECUTIVE OFFICERS, ADMINISTRATIVE STAFF, ASSOCIATES AND VOLUNTEERS A COPY OF THE CONFLICT OF INTEREST POLICY AND THE APPLICABLE CONFLICT OF INTEREST DISCLOSURE FORM AND QUESTIONNAIRE, WHICH SHALL BE COMPLETED TO IDENTIFY ANY RELATIONSHIPS, POSITIONS OR CIRCUMSTANCES WITH RESPECT TO WHICH IT IS BELIEVED A CONFLICT MAY ARISE. SUCH ANNUAL MONITORING AND REVIEW PROCEDURES SHALL BE PART OF THE CORPORATE COMPLIANCE PLAN. AN APPROPRIATE REPORT SHALL BE SUBMITTED TO THE AUDIT COMMITTEE CONCERNING ANY INTEREST SO DISCLOSED. EACH MEMBER OF THE BOARD OF DIRECTORS AND ALL MANAGEMENT ASSOCIATES SHALL DISCLOSE FULLY AND FRANKLY ANY AND ALL ACTUAL OR POTENTIAL CONFLICTS OR DUALITY OF INTEREST OR RESPONSIBILITY, WHETHER INDIVIDUAL, PERSONAL OR BUSINESS, WHICH MAY EXIST OR APPEAR AS TO PREMIERLIFE OR ANY SYSTEM ENTITY OR ANY MATTER OR BUSINESS WHICH MAY COME BEFORE THE BOARD (INCLUDING ITS COMMITTEES). THREE OF NINE BOARD OF DIRECTORS ARE RESIDENTS AND APPROVE THE VILLAGE'S ANNUAL BUDGET, WHICH INCLUDES APPROVAL OF THE INCREASES IN RESIDENTS' MONTHLY SERVICE FEES. SINCE THOSE RESIDENT DIRECTORS ONLY REPRESENT ONE THIRD OF THE VOTING BOARD OF DIRECTORS, THIS PARTICIPATORY ACTION BY THE RESIDENT DIRECTORS IS BELIEVED TO BE IN COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. ALSO, MISSOURI LAW REQUIRES CERTAIN SYSTEM ENTITIES TO HAVE AT LEAST ONE MEMBER OF ITS BOARD OF DIRECTORS WHO IS A RESIDENT. THE DISCLOSING INDIVIDUAL SHALL NEITHER VOTE NOR ENDEAVOR TO INFLUENCE CORPORATE ACTION IN ANY SUCH MATTER. UPON REQUEST OF THE SUBJECT BOARD, THE AFFECTED INDIVIDUAL SHALL LEAVE THE BOARDROOM WHILE THE MATTER IS DISCUSSED AND A VOTE, IF ANY, SHALL BE RECORDED IN THE MINUTES OF THE BOARD OR ITS COMMITTEE. FORM 990, PART VI, SECTION B, LINES 15A & 15B JOHN KNOX VILLAGE USES THE FOLLOWING: 1. PEER GROUP: THE PEER GROUP WILL INCLUDE CONTINUING-CARE COMMUNITIES, NURSING HOMES AND CLOSELY RELATED ORGANIZATIONS, NATIONALLY. 2. BASE SALARIES: WILL BE POSITIONED SO THAT MIDPOINTS TARGET THE 60TH PERCENTILE. EXECUTIVE SALARIES WILL BE ADMINISTERED WITHIN RANGES BUILT AROUND THE 60TH PERCENTILE AND BASED ON PERFORMANCE, EXPERIENCE, TENURE AND OTHER RELEVANT FACTORS. 3. INCENTIVES: WILL BE POSITIONED TO PROVIDE TOTAL CASH COMPENSATION AT THE 60TH PERCENTILE OF THE PEER GROUP FOR ON-PLAN PERFORMANCE. ACHIEVING MAXIMUM INCENTIVES MAY RAISE TOTAL COMPENSATION TO APPROXIMATELY THE 65TH TO 75TH 4. BENEFITS: WILL BE POSITIONED AT MARKET COMPETITIVE LEVELS, APPROXIMATING THE 60TH TO 75TH PERCENTILE OF THE PEER GROUP. 5. TOTAL COMPENSATION: WILL BE POSITIONED AT APPROXIMATELY THE 60TH PERCENTILE FOR ON-PLAN PERFORMANCE WITH TARGET INCENTIVE AWARDS,AND APPROXIMATELY THE 65TH TO 75TH PERCENTILE FOR OUTSTANDING PERFORMANCE WITH MAXIMUM INCENTIVE AWARDS. JOHN KNOX VILLAGE EXECUTIVE COMMITTEE WILL DETERMINE THE TOTAL COMPENSATION PACKAGE FOR THE CEO. THE CEO SHALL MAKE RECOMMENDATIONS FOR THE SALARIES AND INCENTIVE PAYMENTS FOR OTHER EXECUTIVES. THESE AMOUNTS WILL BE PROVIDED ANNUALLY TO THE EXECUTIVE COMMITTEE FOR THEIR REVIEW AND APPROVAL. THE EXECUTIVE COMMITTEE WILL REPORT THE AGGREGATE INCREASES AND PERCENTAGE COMPARISON TO THE PHILOSOPHY TO THE BOARD OF DIRECTORS FOR APPROVAL. THE LAST REVIEW WAS CONDUCTED BY RODEGHERO CONSULTING IN 2015. A WRITTEN OPINION FROM THE CONSULTANT WAS RECEIVED STATING THAT THE EXECUTIVE COMPENSATION PACKAGES ARE REASONABLE AND DO NOT CONSTITUTE EXCESS BENEFIT TRANSACTIONS. THE LETTER ALSO OUTLINES THE STEPS THE COMMITTEE TOOK TOWARD ESTABLISHING A REBUTTABLE PRESUMPTION THAT TOTAL PAY LEVELS ARE REASONABLE. THE CONSULTANT REVIEWED THE MINUTES TO ENSURE THE STEPS TAKEN SATISFIED THE IRS REQUIREMENTS. THE LETTER IS ON FILE AT THE FACILITY. JKV'S PHILOSOPHY REGARDING EXECUTIVE COMPENSATION IS TO PAY AT APPROXIMATELY THE 60TH PERCENTILE OF THE MARKET. IT IS OUR PRACTICE TO ENSURE THE SALARIES ARE CONSISTENT WITH THE VILLAGE'S GOAL. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS (BYLAWS) ARE AVAILABLE FOR PUBLIC INSPECTION IN THE ADMINSTRATIVE CENTER BUILDING; THE CONFLICT OF INTEREST POLICY IS AVAILABLE FOR PUBLIC INSPECTION IN THE ADMINISTRATIVE CENTER BUILDING; A COPY OF THE MOST RECENTLY FILED IRS FORM 990 AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE FOR PUBLIC INSPECTION AT THE ADMINISTRATIVE CENTER BUILDING SECOND FLOOR. AUDITED FINANCIALS ARE ALSO AVAILABLE AT THE MARKETING OFFICE. 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