2015-04-01T11:17:16-05:00 2014-12-31 410746749 CLIFTONLARSONALLEN LLP 600 WASHINGTON AVENUE SUITE 1800 ST LOUIS MO 63101 990 2014-01-01 237302390 KANSAS CITY UNITED METHODIST RETIREMENT HOME INC D/B/A KINGSWOOD KANS 8169420994 10000 WORNALL ROAD KANSAS CITY MO 64114 RICHARD LANE TREASURER 8169420994 2015-03-31 1 JEFF PARKER P00970069 3149254300 2014 2016-02-25 16:41:14Z TERRI MOORE 10000 WORNALL ROAD KANSAS CITY MO 64114 14490141 0 X WWW.KINGSWOODATHOME.ORG X 1972 MO KINGSWOOD'S MISSION IS TO PROVIDE RESIDENTAL AND HEALTH CARE FACILITIES, SERVICES AND OPPORTUNITIES FOR OLDER ADULTS. 10 10 307 90 0 0 290233 277268 13587315 13742036 29093 13492 714714 457345 14621355 14490141 0 0 0 0 6496017 6642421 0 0 0 8527838 8444682 15023855 15087103 -402500 -596962 32881111 32178169 47640424 47518937 -14759313 -15340768 X KINGSWOOD'S MISSION IS TO PROVIDE RESIDENTAL AND HEALTH CARE FACILITIES, SERVICES AND OPPORTUNITIES FOR OLDER ADULTS. 0 0 13085099 13926525 KINGSWOODS' MISSION IS TO WELCOME OLDER ADULTS WITH OPPORTUNITIES TO ENRICH THEIR LIVES WITH EXCELLENT RESIDENTIAL AND HEALTHCARE SERVICES OFFERED IN A SAFE, LOVING, AND CARING COMMUNITY. KINGSWOOD, A MINISTRY OF THE UNITED METHODIST CHURCH, MAINTAINS 201 APARTMENTS, 82 BEDS IN THE HEALTH CENTER, 17 ASSISTED LIVING APARTMENTS, AND 54 VILLA HOMES. THE HEALTH CENTER IS LICENSED BY THE STATE OF MISSOURI AS A SKILLED NURSING FACILITY. KINGSWOOD AVERAGES AROUND 300 RESIDENTS ON THE 32 ACRE CAMPUS. SERVICES PROVIDED BY KINGSWOOD INCLUDE MEALS, HOUSEKEEPING, LAUNDRY, UTILITIES, MAINTENANCE, LIGHTED PARKING, RELIGIOUS/SOCIAL PROGRAMMING, SECURITY, ADMINISTRATIVE SERVICES, LOUNGES, CRAFT AREAS, TRANSPORTATION, PERSONAL CARE ASSISTANCE, REHABILITATITVE THERAPY, A CHAPEL, A LIBRARY, A COMPUTER LAB, BEAUTY AND BARBER SALON, GIFT SHOP, OUTDOOR PATIOS AND WALKING AREAS. 13085099 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 58 0 307 1 0 0 0 0 0 0 0 0 0 0 X 10 10 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X CONNIE CARGIN 8164423255 10000 WORNALL ROAD KANSAS CITY MO 64114 ROBERT ADAMS DIRECTOR 0.50 0.50 X 0 0 0 SALLY FIRESTONE DIRECTOR 1.00 X 0 0 0 JOANNE KELLEY DIRECTOR 1.00 X 0 0 0 RICHARD LANE VICE CHAIRMAN/TREASURER/DIRECTOR 1.00 X X 0 0 0 FRED WIMAN CHARIMAN/DIRECTOR 0.50 0.50 X X 0 0 0 JANICE WOLLARD DIRECTOR 1.00 X 0 0 0 SCOTT CORBIN DIRECTOR 1.00 X 0 0 0 DR JAMES DALEY DIRECTOR 1.00 X 0 0 0 EVELYN CRAIG SECRETARY/DIRECTOR 0.50 0.50 X X 0 0 0 GARLAND RICHARDSON DIRECTOR 1.00 X 0 0 0 TERRI MOORE EXECUTIVE DIRECTOR 40.00 X 0 0 0 CONNIE CARGIN DIRECTOR OF FINANCE 40.00 X 101538 0 0 101538 0 0 1 0 0 0 LIFE CARE SERVICES 400 LOCUST STREET SUITE 820 DES MOINES IA 50309 MANAGEMENT COMPNAY 731961 REHABCARE GROUP 7733 FORSYTH BLVD STE 2300 ST LOUIS MO 63105 THERAPY PROVIDER 726334 SQUIRES CONSTRUCTION 23230 PINK HILL ROAD BLUE SPRINGS MO 64015 CONSTRUCTION 333212 ZILLNER MARKETING COMMUNICATION 8725 ROSEHILL ROAD SUITE 200 LENEXA KS 66215 MARKETING 241358 MCDOWELL RICE 605 W 47TH ST 350 KANSAS CITY MO 64112 LEGAL 132240 5 277268 277268 RESIDENT REVENUE 623000 13742036 13742036 13742036 13492 13492 26400 0 26400 26400 26400 NFRA REVENUE 623000 184489 184489 BEAUTY SHOP 623000 83798 83798 DINING SERVICES 623000 75102 75102 87556 87556 430945 14490141 13926525 0 286348 215263 215263 5355218 4761285 593933 654725 559616 95109 417215 356608 60607 387929 387929 194212 194212 44503 44503 189431 174818 14613 324442 302427 22015 630372 590201 40171 165019 165019 923804 893885 29919 71938 57601 14337 1086024 1050851 35173 1486923 1438766 48157 159104 153951 5153 FOOD 897703 897703 ANCILLARY SERVICES 897285 897285 MAINTENANCE 577588 558882 18706 DUES, LICENSE, FEES 298046 280861 17185 110359 110359 15087103 13085099 2002004 0 1046031 1001107 6576035 7094694 740092 510888 49480 50176 101061 101737 51527987 31720761 20549489 19807226 2460121 2380716 1358802 1231625 32881111 32178169 4126880 4358914 3859667 3736734 16598142 15949786 1524737 1016491 21530998 22457012 47640424 47518937 X -18015237 -18753993 1404049 1561250 1851875 1851975 -14759313 -15340768 32881111 32178169 -596962 15507 0 X X 0 1 X 1 0 X 151090 372962 169279 290233 277268 1260832 14225617 14098864 13604155 13587315 13742036 69257987 14376707 14471826 13773434 13877548 14019304 70518819 0 0 0 70518819 168142 98747 50881 56589 39892 414251 168142 98747 50881 56589 39892 414251 531662 446102 436695 688314 430945 2533718 15076511 15016675 14261010 14622451 14490141 73466788 0.95990 0.95710 0.00560 0.00750 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: DINING SERVICES - 2010 AMOUNT: $ 113,921. 2011 AMOUNT: $ 76,631. 2012 AMOUNT: $ 85,646. 2013 AMOUNT: $ 80,337. 2014 AMOUNT: $ 75,102. GIFT SHOP - 2010 AMOUNT: $ 8,013. 2011 AMOUNT: $ 20,388. 2012 AMOUNT: $ 25,490. 2013 AMOUNT: $ 26,287. 2014 AMOUNT: $ 20,993. BEAUTY SHOP - 2010 AMOUNT: $ 92,051. 2011 AMOUNT: $ 97,057. 2012 AMOUNT: $ 99,081. 2013 AMOUNT: $ 91,231. 2014 AMOUNT: $ 83,798. MISCELLANEOUS - 2010 AMOUNT: $ 317,677. 2011 AMOUNT: $ 252,026. 2012 AMOUNT: $ 174,340. 2013 AMOUNT: $ 432,247. 2014 AMOUNT: $ 184,489. TRANSPORTATION - 2012 AMOUNT: $ 36,825. 2013 AMOUNT: $ 37,616. 2014 AMOUNT: $ 41,228. GUEST ROOM - 2012 AMOUNT: $ 15,313. 2013 AMOUNT: $ 20,596. 2014 AMOUNT: $ 25,335. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2460121 25818 157417 24850 2618506 2081657 27732 377512 26780 2460121 1842813 30396 238844 30396 2081657 1930509 26488 -5536 108648 1842813 1773191 35570 172057 50309 1930509 0.91680 0.08320 0 1 1 1543850 1543850 47248178 29298217 17949961 2735959 2422544 313415 19807226 RESIDENT DEPOSITS 137751 REFUNDABLE ENTRANCE FEES 22319261 22457012 X PART V, LINE 4: KINGSWOOD MAINTAINS A WESLEY ENDOWMENT FUND. THE FUNDS ARE USED FOR FINANCIAL ASSISTANCE FOR THE RESIDENTS. PART X, LINE 2: THE ORGANIZATION APPLIES THE INCOME TAX STANDARD FOR UNCERTAIN TAX POSITIONS. THIS STANDARD CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ORGANIZATION'S FINANCIAL STATEMENTS IN ACCORDANCE WITH THE INCOME TAX STANDARD. THIS STANDARD PRESCRIBES RECOGNITION AND MEASUREMENT OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. THE ORGANIZATION'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL, STATE, AND LOCAL AUTHORITIES. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. THE TAX RETURNS FOR THE YEARS 2011 THROUGH 2014 ARE OPEN TO EXAMINATION BY FEDERAL, LOCAL, AND STATE AUTHORITIES. FORM 990, PART VI, SECTION A, LINE 3 LIFE CARE SERVICES WAS HIRED AS A MANAGEMENT COMPANY IN 2009. FORM 990, PART VI, SECTION B, LINE 11 THE COMPLETED 990 WILL BE E-MAILED TO BOARD MEMBERS PRIOR TO BEING FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED ANNUALLY TO REVIEW THE CONFLICT OF INTEREST POLICY AND SIGN THAT THEY WILL COMPLY WITH THE POLICY. IF AND WHEN A CONFLICT ARISES, THE BOARD MEMBER IS ASKED TO DISCLOSE MATERIAL FACTS AND LEAVE THE MEETING. A DETRMINATION IS MADE BY THE REMAINING BOARD MEMBERS WHETHER OR NOT A CONFLICT OF INTEREST EXIST. IF A CONFLICT EXIST, THE BOARD MEMBER IS REQUESTED TO LEAVE THE MEETING DURING THE DISCUSSION AND THEN THE REST OF THE BOARD VOTES ON THE TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15 THE CEO IS AN EMPLOYEE OF LIFE CARE SERVICES, THE MANAGEMENT COMPANY, AND RECEIVED COMPENSATION OF APPROXIMATELY $215,263. COMPARATIVE INFORMATION ON OTHER DIRECTOR'S COMPENSATION IS AVAILABLE THROUGH LIFE CARE SERVICES. A PERFORMANCE REVIEW IS COMPLETED BY THE EMPLOYEE AND THE CEO. COMPARATIVE INFORMATION ON SIMILAR POSITIONS ARE AVAILABLE THROUGH LIFE CARE SERVICES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABE TO THE PUBLIC UPON REQUEST. FORM 990 PAGE 12, PART XII, LINE 2C THE POLICY FOR REVIEWING THE FINANCIAL STATEMENT REMAINS UNCHANGED FROM THE PRIOR YEAR FORM 990, SCHEDULE R, PART III, COLUMN A THE PARTNERSHIPS ARE RELATED AS THERE IS COMMON CONTROL WHEREAS BOARD MEMBERS OF THE FILING ORGANIZATION OWN A VOTING MAJORITY OF THESE PARTNERSHIPS. KINGSWOOD SENIOR LIVING COMMUNITY FOUNDATION 10000 WORNALL ROAD KANSAS CITY MO 64114 200639597 PROVIDES SUPPORT FOR KANSAS CITY UNITED METHODIST RETIREMENT HOME, INC. MO 501 (C)(3) LINE 11A, TYPE I KANSAS CITY UNITED METHODIST RETIREMENT HOME INC DBA KINGSWOOD 1 457 WEST 100TH TERRACE LLC 10000 WORNALL ROAD KANSAS CITY MO 64114 274598541 REAL ESTATE MO N/A 0 0 1 0 0 0 0 0 0 0 1 0 1 0 1 0 1 0 0 KINGSWOOD SENIOR LIVING COMMUNITY FOUNDATION C 277268