2014-05-15T16:37:06-05:00 2013-06-30 BKD LLP 1551 N WATERFRONT PKWY STE 300 WICHITA KS 672066601 990 2012-07-01 205385139 ASHFIELD ACTIVE LIVING AND WELLNESS COMMUNITIES INC % BRUCE H SHOGREN ASHF 3166851100 PO BOX 20440 Suite WICHITA KS 672081440 BEVERLY WOODSMALL 3166851100 2014-05-15 true ELIZABETH S HOGAN 3162652811 2012 2015-11-30 17:44:51Z ABERDEEN HEIGHTS BRUCE H SHOGREN PO BOX 20440 WICHITA KS 672081440 15933496 false X WWW.ABERDEENSENIORLIVING.COM X 2006 MO 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. 12 12 319 19 0 0 0 2245 6459623 15814065 358235 96147 25089 21039 6842947 15933496 0 0 0 0 3481428 6049181 0 0 0 14689148 20671701 18170576 26720882 -11327629 -10787386 193044119 171692622 205161659 194565523 -12117540 -22872901 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 19234856 0 15814065 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. 19234856 true false false true false false false false false false true false false true true true 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 30 0 true 319 true false false false false false false false false false false X 12 12 false true false false true false 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 CONSTANCE S BANWART 1.0 3.0 X 0 0 0 JAMES J COOK 1.0 3.0 X 0 0 0 REV HOWARD GLEASON 1.0 3.0 X X 0 0 0 DAN F HARRIS 1.0 3.0 X X 0 0 0 THEODORE B ICE 1.0 3.0 X 0 0 0 ELIZABETH B MCKELL 1.0 3.0 X 0 0 0 ELEANOR NELSON 1.0 3.0 X 0 0 0 R LYMAN OTT 1.0 3.0 X 0 0 0 RONALD H RIDGWAY 1.0 3.0 X 0 0 0 RANDY WEDEL 1.0 3.0 X 0 0 0 JOHN L WELLS 1.0 3.0 X 0 0 0 CONNIE WOOD 1.0 3.0 X 0 0 0 BRUCE H SHOGREN 5.0 35.0 X 0 252189 16271 DOUGLAS YODER 5.0 35.0 X 0 148746 7508 BEVERLY WOODSMALL 5.0 35.0 X 0 133908 15441 JOAN MILLER 5.0 35.0 X 0 99919 1800 SHERRY HIND 5.0 35.0 X 0 97111 5993 JERRY J DELASHAW 5.0 35.0 X 0 149045 9667 MARY KATHLEEN WAYMAN 40.0 0.0 X 106878 9612 106878 880918 66292 1 false true false GREYSTONE DEVELOPMENT COMPANY II DEVELOPMENT SERVICES 1936997 GREYSTONE MANAGEMENT SERVICES CO MANAGEMENT SERVICES 581873 REHABCARE GROUP INC THERAPY SERVICES 547545 GLYNNDEVINS ADVERTISING ADV/MARKETING SVCS 689218 IDEAL LANDSCAPE GROUP LANDSCAPING SERVICES 215913 5 2245 2245 NET RESIDENT SERVICE REVENUE 623000 15814065 15814065 15814065 96147 96147 0 0 16400 16400 0 16400 16400 0 0 0 0 GARNISHMENT CHARGES 900099 415 415 MISC 900099 4224 4224 4224 4224 4639 15933496 15814065 0 117186 0 0 0 0 0 0 5075465 4385559 689906 54291 46911 7380 550873 475993 74880 368552 318455 50097 694026 694026 83687 83687 37364 37364 0 0 0 264312 62933 201379 393548 393548 1100919 616235 484684 41716 14027 27689 0 2103075 1513885 589190 39406 7176 32230 0 17537 4288 13249 9806101 7058859 2747242 0 4191540 3017253 1174287 185188 185188 FOOD 832105 832105 ANCILLARY COSTS 759273 759273 BAD DEBT EXPENSE 121904 121904 26720882 19234856 7486026 0 2516365 1920071 0 0 0 0 5154564 5321290 0 0 0 0 0 0 12469 18994 90779 68508 137324702 6029409 133912153 131295293 1286658 560586 0 0 0 0 0 0 50071131 32507880 193044119 171692622 3539355 2591125 0 0 70187507 84934591 127999878 103236110 0 0 0 0 3423419 3440920 0 0 11500 362777 205161659 194565523 X 0 0 0 0 -12117540 -22872901 -12117540 -22872901 193044119 171692622 -10787386 32025 X false true X true false X 0 0 0 0 2245 2245 6459623 15814065 22273688 0 0 0 0 0 0 6459623 15816310 22275933 0 100 100 0 0 100 100 22275833 3100 96147 99247 0 3100 96147 99247 0 4500 10000 25241 4639 44380 0 4500 10000 6487964 15917096 22419560 0.99359 0.99340 0.00443 0.00050 X false false false false false true 331 false false false 331 false LOBBYING SCHEDULE C, PART II-B, LINE 1F 6% OF LEADINGAGE MISSSOURI DUES ARE DEDICATED TO LOBBYING. 7510543 7510543 120347696 4976398 115371298 2981684 463797 2517887 6484779 589215 5895564 131295292 CONTINUING CARE CONTRACT 5039106 UNAMORTIZED BOND COSTS 3346520 FUNDS HELD BY FISCAL AGENT 24122254 32507880 0 DEPOSIT AGREEMENTS 14070 DUE TO PRESBYTERIAN MANORS 334061 DUE TO PMMA 14646 362777 X 15843617 32025 -121904 -89879 15933496 15933496 26598978 26598978 121904 121904 26720882 UNCERTAIN TAX POSITIONS 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. RECONCILATION OF REVENUE SCHEDULE D, PART XI, LINE 2D PROVISION FOR UNCOLLECTIBLE ACCOUNTS (121,904) RECONCILIATION OF EXPENSES SCHEDULE D, PART XII, LINE 4B PROVISION FOR UNCOLLECTIBLE ACCOUNTS 121,904 false false false false false false false false false BRUCE H SHOGREN 0 236385 0 0 0 15804 0 3881 0 12390 0 268460 0 0 DOUGLAS YODER 0 142339 6407 2266 5242 0 156254 JERRY J DELASHAW 0 140740 8305 2345 7322 0 158712 COMPENSATION FROM A RELATED ORGANIZATION FORM 990, PART VII, SCHEDULE J, PART I, LINE 3 & PART II 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 INDUSTRIAL DEV AUTHORITY- THE CITY OF KIRKWOOD MO 431389515 497609AA5 2010-02-10 176073670 SEE PART V false false false A 73555000 0 175927033 9581358 22991001 0 3485376 0 3110642 123940114 6634707 3442276 2012 false false false true A false false false false 0.00000 0.00000 0.00000 false false 0.00000 false true A false false false true true false 0 false 0 false true A false DESCRIPTION OF PURPOSE SCHEDULE K, PART I, LINE A, COLUMN F CONSTRUCT CCRC, DSR FUNDS, COST OF ISSUE, PORTION OF INTEREST APPROX 29 MONTHS. REBATE COMPUTATION PERFORMED SCHEDULE K, PART IV, LINE 2C DECEMBER 1, 2013 DELEGATION OF CONTROL TO A MANAGEMENT COMPANY OR OTHER PERSON FORM 990, PART VI, SECTION A, LINE 3 GREYSTONE DEVELOPMENT IS MANAGING THE COMMUNITY UNTIL CERTAIN OCCUPANCY GOALS ARE ACHIEVED. MEMBERS FORM 990, PART VI, SECTION A, LINE 6 PRESBYTERIAN MANORS OF MID-AMERICA, INC. (PMMA) IS THE SOLE MEMBER OF ASHFIELD ACTIVE LIVING AND WELLNESS COMMUNITIES, INC. FORM 990 REVIEW PROCESS 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. CONFLICT OF INTEREST POLICY 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. COMPENSATION REVIEW 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. AVAILABILITY OF DOCUMENTS 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 672081440 480877587 MANAGEMENT KS 501(C)(3) 11B NA false ABERDEEN VILLAGE INC PO BOX 20440 WICHITA KS 672081440 481210697 CCRC KS 501(C)(3) 9 PMMA false PRESBYTERIAN MANORS INC PO BOX 20440 WICHITA KS 672081440 237154996 CCRC KS 501(C)(3) 9 PMMA false SALINA PRESBYTERIAN MANOR ENDOWMENT FUND PO BOX 1337 SALINA KS 674021337 480937829 FUNDS MGMT KS 501(C)(3) 11B PMI false false false false false false false false false false false false false false false false true true false false