2014-08-11T10:35:49-05:00 2013-12-31 610420207 JONES NALE & MATTINGLY PLC 642 SOUTH FOURTH ST STE 300 LOUISVILLE KY 40202 990 2013-01-01 611078924 PRESBYTERIAN HOMES AND SERVICES OF KENTUCKY INC PRES 5022599101 PO BOX 18067 LOUISVILLE KY 402610067 HARRIET WAGNER PRESIDENT/ CEO 5022599101 2014-07-23 1 JON A MEYER P01379283 5025830248 2013 2015-11-30 17:44:51Z HARRIET WAGNER PO BOX 18067 LOUISVILLE KY 402610067 24179646 0 X PHSK.ORG X 1985 KY ANSWERING GOD'S CALL TO LIFE CARE FOR THE AGING AND OTHERS, PRESBYTERIAN HOMES AND SERVICES OF KENTUCKY, INC. (PHSK) ENDEAVORS TO GIVE COMPASSIONATE CARE AND SUPERIOR SERVICE TO ALL WE SERVE. TO FULFILL THIS MISSION, PHSK HAS DEVELOPED COMMUNITIES TO ENCOURAGE RESIDENTS TO LIVE WITH DIGNITY WHILE MAINTAINING HIGHEST POSSIBLE LEVEL OF INDEPENDENCE. SERVING A DIVERSE POPULATION, EACH OF THE FACILITIES IN THE PRESBYTERIAN HOMES AND SERVICES FAMILY CREATES AN ENVIRONMENT TO RESPOND TO CHANGING NEEDS AS OUR RESIDENTS AGE. OFFERING COMPASSIONATE MEDICAL CARE, IN ADDITION TO SPIRITUAL AND EMOTIONAL SUPPORT SERVICES, PRESBYTERIAN HOMES SEEKS TO PROMOTE THE HEALTH AND WELFARE OF EACH PERSON WITH WHOM WE ASSOCIATE. IN ADDITION, PHSK PROVIDES FINANCIAL SUPPORT TO RESIDENTS WHOSE RESOURCES HAVE BEEN EXHAUSTED. THANKS TO OUR BENEVOLENT CARE FUND, NO RESIDENT IS ASKED TO LEAVE OUR FACILITIES DUE TO LACK OF FINANCIAL RESOURCES. 10 9 643 0 0 0 92944 34126 22429366 24138489 -230 481 578800 6550 23100880 24179646 0 0 0 0 14691087 14892316 0 0 197240 9231579 11119558 23922666 26011874 -821786 -1832228 4408401 4929427 14444299 16798437 -10035898 -11869010 FINANCIAL AND OPERATIONAL MANAGEMENT OF NUSING FACILITIES, ASSISTED-LIVING FACILITIES, AND RETIREMENT APARTMENTS. THE ORGANIZATION HAS 290 NURSING BEDS, 147 ASSISTED-LIVING APARTMENTS AND 21 PERSONAL CARE BEDS. 0 0 21070856 24145039 PROVIDED 88,928 DAYS OF PATIENT CARE FOR NURSING HOME RESIDENTS, 35,988 DAYS OF RESIDENT CARE FOR ASSISTED-LIVING RESIDENTS AND 6,720 DAYS OF PERSONAL CARE FOR PATIENTS IN THE PERSONAL CARE UNIT. 21070856 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 35 0 1 643 1 0 0 0 0 0 0 0 0 0 0 X 10 9 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X X STEVE BARKER 5022599101 1030 ALTA VISTA ROAD LOUISVILLE KY 40205 MR HAROLD SMITH CHAIR 2.00 X X 0 0 0 MS ANNE SWOPE VICE CHAIR 2.00 X X 0 0 0 DR DOUGLAS HUMPHREY SECRETARY 2.00 X X 0 0 0 MR CHARLES B CHRISMAN JR DIRECTOR 2.00 X 0 0 0 MR JOSEPH FLOYD DIRECTOR 2.00 X 0 0 0 MS DONNA HILL DIRECTOR 2.00 X 0 0 0 DR THOMAS REICHARD DIRECTOR 2.00 X 0 0 0 MR JAMES G RISSLER DIRECTOR 2.00 X 0 0 0 MS LISA ROBBINS DIRECTOR 2.00 X 0 0 0 REV WILLA FAE WILLIAMS DIRECTOR 2.00 X 0 0 0 MR STEVEN E BARKER VP/CFO 45.00 X 155034 0 3115 DR HARRIET WAGNER PRESIDENT/CEO 45.00 X 132929 0 24259 287963 0 27374 2 0 1 0 REHABCARE GROUP INC 680 SOUTH FOURTH ST LOUISVILLE KY 40202 THERAPY SERVICES 1849424 1 34126 34126 NURSING FACILITY INCOME 623000 18838187 18838187 ASSISTED LIVING SERVICE 623000 2689665 2689665 ANCILLARY INCOME 623000 2000411 2000411 PERSONAL CARE SERVICES 623000 442224 442224 ENTRY FEES 623000 103209 103209 64793 64793 24138489 481 481 VENDING MACHINES 900099 6550 6550 6550 24179646 24145039 0 481 315337 315337 12157151 10208732 1787524 160895 158233 129514 26678 2041 1307137 1069892 220383 16862 954458 781224 160920 12314 64185 64185 70265 70265 203 203 173946 173946 1993548 1641152 352396 137993 14776 123217 2743384 2713885 29499 72443 1731 70712 49732 16641 33091 1673 1673 274934 202712 67094 5128 465575 465575 ANCILLARY SERVICES 3400456 3400456 TAXES AND LICENSES 889595 889595 CONSULTING 307162 307162 MISCELLANEOUS 244618 8034 236584 229846 109370 120476 26011874 21070856 4743778 197240 582506 658396 70816 80831 2172561 2599870 110326 100671 3903111 2650613 1311681 1252498 103137 102253 57374 134908 4408401 4929427 2330360 2435520 321688 213699 11792251 14149218 14444299 16798437 X -10499049 -12331276 360155 360156 102996 102110 -10035898 -11869010 4408401 4929427 -1832228 -884 0 X X 0 1 X 1 0 X 197556 37394 87004 111945 34126 468025 14843127 20955597 21657000 22261714 21905496 101622934 15040683 20992991 21744004 22373659 21939622 102090959 0 0 0 102090959 1897 2294 1699 805 481 7176 1897 2294 1699 805 481 7176 15042580 20995285 21745703 22374464 21940103 102098135 0.99990 0.99980 0.00010 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 102996 -886 102110 97538 5458 102996 101110 -3572 97538 98720 2390 101110 92128 6592 98720 1.00000 1 0 806465 390462 416003 15977 12440 3537 3080669 2247711 832958 1252498 SECURITY DEPOSITS 36075 RELATED PARTY PAYABLE TO ST. JAMES GROUP INC. 8107622 RELATED PARTY PAYABLE TO PRESBYTERIAN HOMES AND SERVICES FOUNDATION INC. 6005521 14149218 X 24178762 -884 -884 24179646 0 24179646 26011874 0 26011874 0 26011874 PART X, LINE 2: THE ORGANIZATION'S ACCOUNTING POLICY PROVIDES THAT A TAX EXPENSE/BENEFIT FROM AN UNCERTAIN TAX POSITION MAY BE RECOGNIZED WHEN IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION, INCLUDING RESOLUTIONS OF ANY RELATED APPEALS OR LITIGATION PROCESSES, BASED ON THE TECHNICAL MERITS. THE ORGANIZATION HAS NO UNCERTAIN TAX POSITIONS RESULTING IN AN ACCRUAL OF TAX EXPENSE OR BENEFIT. X 1 0 X X X 0 0 0 0 0 0 0 0 0 MR STEVEN E BARKER VP/CFO 155034 0 0 0 0 0 0 0 3115 0 158149 0 0 0 DR HARRIET WAGNER PRESIDENT/CEO 132929 0 0 0 0 0 0 0 24259 0 157188 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS PRESENTED TO THE BOARD OF TRUSTEES AT THE BOARD MEETING IMMEDIATELY PRECEDING THE FILING DEADLINE FOR FORM 990. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY TRUSTEES AND EXECUTIVE OFFICERS OF THE ORGANIZATION SIGN A CERTIFICATION WHICH AFFIRMS THE INDIVIDUAL HAS RECEIVED A COPY OF THE ORGANIZATION'S CONFLICT OF INTEREST POLICY, HAS READ AND UNDERSTOOD THE POLICY. IF A CONFLICT OF INTEREST SHOULD ARISE THE INTERESTED PERSON MUST DISCLOSE THE CONFLICT AND THE MATERIAL FACTS TO THE TRUSTEES. ALSO ALL CONFLICTS OF INTERSET THAT DO ARISE ARE DOCUMENTED IN THE BOARD MINUTES. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE PRESIDENT AND CEO IS SET BY THE BOARD HR COMMITTEE AND IS BASED ON COMPENSATION SURVEY INFORMATION (KHASA COMPENSATION SURVEY, ETC). SALARIES FOR OTHER OFFICERS OF THE CORPORATION ARE SET BY THE CEO IN CONSULTATION WITH THE BOARD HR COMMITTEE AND ARE BASED ON RELEVANT MARKET RATES AND SURVEY RESULTS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE ORGANIZATION ALSO MAKES ITS FORM 990 AVAILABLE TO THE PUBLIC ON GUIDE STAR'S WEBSITE. PRESBYTERIAN HOMES AND SERVICES FOUNDATION INC PO BOX 18067 LOUISVILLE KY 40261 611212336 TO SUPPORT PRESBYTERIAN HOMES AND SERVICES, INC. KY 501(C)(3) LINE 11A, I 0 ST JAMES GROUP INC PO BOX 18067 LOUISVILLE KY 40261 611367385 TO SUPPORT PRESBYTERIAN HOMES AND SERVICES, INC. KY 501(C)(3) LINE 11A, I 0 PHELPS REGIONAL HEALTH SERVICES INC PO BOX 18067 LOUISVILLE KY 40261 611280954 TO OWN AND MANAGE RENTAL PROPERTY OF A NURSING FACILITY IN PHELPS, KY KY 501(C)(3) LINE 9 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 PRESBYTERIAN HOMES AND SERVICES FOUNDATION INC K 46800 RENT AGREEMENT PRESBYTERIAN HOMES AND SERVICES FOUNDATION INC S 1205000 BOARD OF DIRECTORS ST JAMES GROUP INC K 1440000 RENT AGREEMENT