2014-05-07T14:09:18-05:00 2013-06-30 476097913 SEIM JOHNSON LLP 18081 BURT STREET SUITE 200 OMAHA NE 680224722 990 2012-07-01 470665946 QUALITY LIVING INC QUAL 4025733700 6404 NORTH 70TH PLAZA OMAHA NE 68104 TODD SCHUITEMAN 4025733700 2014-02-19 1 JULIE M GERKEN P00400882 4023302660 2012 2015-11-30 17:44:51Z TODD SCHUITEMAN 6404 NORTH 70TH PLAZA OMAHA NE 68104 25894174 0 X WWW.QLIOMAHA.COM X 1996 NE TO PROMOTE PURPOSE, PRIVACY, DIGNITY AND INDEPENDENCE FOR INDIVIDUALS WITH DISABILITIES. 13 10 477 0 0 0 171422 427632 22118853 22829260 355811 290016 44444 14068 22690530 23560976 0 0 0 0 15547775 16088813 0 0 0 6159388 6047179 21707163 22135992 983367 1424984 35879643 40044144 6446859 8387453 29432784 31656691 TO PROMOTE PURPOSE, PRIVACY, DIGNITY AND INDEPENDENCE FOR INDIVIDUALS WITH DISABILITIES. 0 0 19773882 22829260 QUALITY LIVING, INC. WAS ORGANIZED TO AND DOES PROVIDE REHABILITATION, LONG-TERM CARE, AND ASSISTED LIVING SERVICES TO INDIVIDUALS WHO HAVE SUFFERED A TRAUMATIC BRAIN INJURY OR SPINAL CORD INJURY AND INDIVIDUALS WITH SOME OTHER PHYSICAL DISABILITIES. 19773882 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 1 0 1 19 0 1 477 1 0 0 0 0 0 1 1 0 0 0 0 X 13 10 1 0 0 0 0 0 0 1 1 0 0 1 1 0 0 1 1 1 0 0 X TODD SCHUITEMAN 4025733700 6404 N 70TH PLAZA OMAHA NE 68104 PATRICIA KEARNS 44.50 0.50 X X 248121 0 28079 WALT GRIFFITHS 0.10 0.10 X X 0 0 0 TERRI MCDONNELL 0.10 0.10 X X 15000 0 0 TREV ALBERTS 0.10 0.00 X 0 0 0 KAREN CENOVIC 0.10 0.10 X 0 0 0 DAWN DINSDALE 0.10 0.10 X 0 0 0 TOM JANSSEN 0.10 0.10 X 0 0 0 PHILLIP MATHENY 0.10 0.10 X 0 0 0 ROBERT MONACO 0.10 0.10 X 0 0 0 LORI SCOTT 0.10 0.10 X 12000 0 0 SUE SCOTT 0.10 0.10 X 0 0 0 DR JAMES SCOTT-MILLER 0.10 0.00 X 0 0 0 GREGORY SCHNACKEL 0.10 0.00 X 0 0 0 TODD SCHUITEMAN 42.50 2.50 X 128589 0 18824 ROBERTA STRONG 44.50 0.50 X 65094 0 12157 ALICIA ELSON 40.00 5.00 X 123064 0 10873 G MICHAEL HON 45.00 0.00 X 103607 0 18352 AMY JONES 45.00 0.00 X 104501 0 16295 JEFF SNELL 45.00 0.00 X 101208 0 15435 KIM HOOGEVEEN 0.00 0.00 X 172390 0 8314 1073574 0 128329 7 1 1 0 MINDSET 14949 BUTLER AVENUE OMAHA NE 68116 CONSULTING 150000 1 168395 259237 11000 427632 RESIDENT SERVICES 624310 21807319 21807319 NON-RESIDENT SERVICES 624310 649792 649792 RENTAL INCOME 624310 356669 356669 FACILITY MANAGEMENT 624310 15480 15480 22829260 321931 321931 2198140 1000 2154496 76559 43644 -75559 -31915 -31915 60671 168395 102143 -41472 -41472 MISCELLANEOUS 624310 55540 55540 55540 23560976 22829260 0 304084 500864 138101 362763 11680224 11067644 612580 486247 444592 41655 2531478 2262632 268846 890000 815854 74146 27268 1325 25943 45000 45000 1376298 936750 439548 132353 115738 16615 1594091 1544975 49116 408730 387583 21147 193335 185707 7628 49293 40344 8949 146511 146511 1400684 1287453 113231 201706 163895 37811 MEMBERSHIP AND DUES 248440 225356 23084 MISCELLANEOUS 164470 96933 67537 BAD DEBT 59000 59000 22135992 19773882 2362110 0 2234988 3804098 704036 885379 2569863 2163855 55525 37374 271299 305499 38970961 19634606 16088902 19336355 12241487 11724318 1605726 1688643 107817 98623 35879643 40044144 2131249 2951064 96704 4471 3195000 2990000 1620000 1023906 821918 6446859 8387453 X 27900303 30037672 127120 213658 1405361 1405361 29432784 31656691 35879643 40044144 1424984 798923 0 X X 0 1 X 1 0 X 332083 198804 218528 181622 427632 1358669 20234246 20553250 21067545 22118853 22829260 106803154 20566329 20752054 21286073 22300475 23256892 108161823 5000 15000 20000 0 5000 15000 20000 108141823 332618 252294 239155 258451 321931 1404449 332618 252294 239155 258451 321931 1404449 56065 64399 56595 55899 55540 288498 20955012 21068747 21581823 22614825 23634363 109854770 0.98440 0.98060 0.01280 0.01380 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2807797 354192 3161989 2710446 97351 2807797 2309067 401379 2710446 2102126 206941 2309067 2523537 -421411 2102126 0.55550 0.44450 0.00000 0 0 5899219 5899219 24820326 13707273 11113053 5381462 3959076 1422386 2869954 1968257 901697 19336355 DEFERRED COMPENSATION LIABILITY 821918 821918 24483601 798923 5000 177702 981625 23501976 59000 59000 23560976 22259694 5000 177702 182702 22076992 59000 59000 22135992 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: PERMANENTLY RESTRICTED ASSETS ARE RESTRICTED BY THE DONOR. THE INCOME EARNED ON THE PERMANENTLY RESTRICTED ASSETS MAY BE USED FOR THE OPERATIONS OF QLI. THE LIED ENDOWMENT INCOME MAY BE USED FOR ANYTHING. THE ABBOTT ENDOWMENT INCOME CAN BE USED FOR ANYTHING BUT BUILDINGS, FURNISHINGS, AND SALARIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 102,143. LOSS ON DISPOSAL OF PROPERTY AND EQUIPMENT 75,559. PART XI, LINE 4B - OTHER ADJUSTMENTS: BAD DEBT EXPENSE 59,000. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 102,143. LOSS ON DISPOSAL OF PROPERTY AND EQUIPMENT 75,559. PART XII, LINE 4B - OTHER ADJUSTMENTS: BAD DEBT EXPENSE 59,000. QLI FAIR 190686 139015 51671 13267 34823 8050 29280 GOLF CHALLENGE 38380 29380 9000 9891 6832 229066 168395 60671 23158 34823 8050 36112 102143 -41472 X X X 0 1 0 0 0 0 0 0 0 PATRICIA KEARNS 248121 0 0 0 0 0 19748 0 8331 0 276200 0 0 0 KIM HOOGEVEEN 172390 0 0 0 0 0 0 0 8314 0 180704 0 0 0 PART I, LINE 4B DR. KIM HOOGEVEEN RECEIVED PAYMENT FROM A NONQUALIFIED RETIREMENT PLAN IN 2012 WHICH IS REFLECTED IN BOX 5 OF HIS W-2. THE AMOUNT PAID IN THE CURRENT YEAR FROM THE NONQUALIFIED RETIREMENT PLAN IS $175,000. QUALITY LIVING, INC. HAS REPORTED CONTRIBUTIONS TO HIS NONQUALIFIED RETIREMENT PLAN AS PART OF HIS DEFERRED COMPENSATION ON PRIOR FORM 990'S. A HOSPITAL AUTHORITY NO 1 OF DOUGLAS COUNTY NEBRASKA REVENUE REFUNDING BOND 470720607 259228FW9 2004-02-24 6065000 FINANCE BUILDING OF EAST CAMPUS AND REFINANCE PRIOR DEBT (6/25/96) 0 0 0 A 3075000 6129704 430222 4292186 1686892 1999 1 0 1 1 A 0 0 0 0 0 0 0 A 1 0 0 0 0 0 SCHEDULE K, PART II, LINE 3 THE TOTAL PROCEEDS DO NOT AGREE TO THE ISSUE PRICE IN PART I, COLUMN (E) DUE TO INVESTMENT EARNINGS. THE TOTAL PROCEEDS DO NOT EQUAL THE SUMMATION OF LINES 4-12 DUE TO TRANSFERRED OR REPLACEMENT PROCEEDS ON LINE 4. MINDSET LLC DR. HOOGEVEEN, WHO SERVED AS PRESIDENT & CEO OWNS MINDSET, LLC 150000 MINDSET, LLC HAS A CONSULTING CONTRACT WITH QUALITY LIVING, INC. 0 BRETT HOOGEVEEN BRETT HOOGEVEEN IS THE SON OF DR. HOOGEVEEN, WHO SERVED AS PRESIDENT & CEO 64094 BRETT IS EMPLOYED BY QLI 0 BLAKE HOOGEVEEN BLAKE HOOGEVEEN IS THE SON OF DR. HOOGEVEEN, WHO SERVED AS PRESIDENT & CEO 48223 BLAKE IS EMPLOYED BY QLI 0 FORM 990, PART VI, SECTION A, LINE 2 BOARD MEMBERS LORI SCOTT AND SUE SCOTT ARE RELATED TO EACH OTHER THROUGH A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11 THE BOARD OF DIRECTORS OF QUALITY LIVNG, INC. REVIEW THE 990 AT ITS MEETING PRIOR TO FILING THE RETURN. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE OF QUALITY LIVING, INC. EXAMINES THE APPROPRIATE COMPENSATION FOR PATRICIA KEARNS, THE CEO OF QUALITY LIVING, INC. THE COMMITTEE RECOMMENDS THE COMPENSATION THEY DETERMINE APPROPRIATE TO THE ENTIRE BOARD OF DIRECTORS FOR THEIR APPROVAL. THE BOARD OF DIRECTORS RETAINED SILVERSTONE GROUP, AN EMPLOYEE BENEFITS CONSULTING GROUP, TO STUDY MS. KEARNS' SALARY AND BENEFITS AND COMPARE THOSE TO OTHERS IN A SIMILAR POSITION AND INDUSTRY TO ENSURE THAT KEARNS' COMPENSATION PACKAGE WAS FAIR. ADDITIONALLY, THE BOARD MEETS ANNUALLY TO EVALUATE KEARNS' PERFORMANCE AND DECIDE ON HER PAY INCREASE AND BONUS. FORM 990, PART VI, SECTION C, LINE 19 QUALITY LIVING, INC DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART XII, LINE 2C: QUALITY LIVING, INC (QLI) HAS AN AUDIT COMMITTEE COMPRISED OF AT LEAST THREE INDEPENDENT MEMBERS OF THE BOARD OF DIRECTORS. THE PURPOSE OF THE AUDIT COMMITTE IS TO ASSIST THE BOARD OF DIRECTORS WITH THEIR OVERSIGHT OF QLI IN ORDER TO HELP ENSURE THE INTEGRITY OF THE FINANCIAL STATEMENTS AND QLI'S COMPLIANCE WITH REGULATORY AND/OR LEGAL REQUIREMENTS. THE AUDIT COMMITTEE REVIEWS THE SCOPE AND RESULTS OF THE AUDIT, REVIEWS QLI'S INTERNAL CONTROL PROCESS, REVIEWS QLI'S BUSINESS POLICIES AND PROCEDURES, REVIEWS FINANCIAL RECORDS AND REPORTS, REVIEWS THE AUDITOR'S FINDINGS, AND REVIEWS QLI'S SIGNIFICANT ACCOUNT POLICIES AND COMMUNICATES ANY CHANGES. BEACON HEIGHTS APARTMENTS 9110 MAPLEWOOD BOULEVARD OMAHA NE 68134 470796434 SUBSIDIZED HOUSING FOR DISABLED NE 501(C)(3) 9 N/A 0 RICHLAND APARTMENTS 8815 BOYD STREET OMAHA NE 68134 911785457 SUBSIDIZED HOUSING FOR DISABLED NE 501(C)(3) 9 N/A 0 QUALITY LIVING INC HEALTH CARE PLAN 6404 NORTH 70TH PLAZA OMAHA NE 68104 476174317 PROVIDE HEALTH AND DENTAL BENEFIT TO QLI EMPLOYEES NE 501(C)(9) N/A 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 QUALITY LIVING INC HEALTH CARE PLAN P 1843972 FAIR MARKET VALUE