2013-01-15T10:39:25-06:00 2012-08-31 410746749 CLIFTONLARSONALLEN LLP 600 WASHINGTON AVENUE SUITE 1800 ST LOUIS MO 63101 990 2011-09-01 430797126 GEORGE J & HILDA MEYER FOUDATION INC GEOR 6605847111 1201 WEST 19TH STREET HIGGINSVILLE MO 64037 HOWARD FISHER 6605847111 2013-01-14 1 GREG W SCHMITTGENS P00292367 3149254300 2011 2016-03-07 17:11:31Z HOWARD FISHER 1201 WEST 19TH STREET HIGGINSVILLE MO 64037 6267436 0 X WWW.JOHNKNOXVILLEEAST.COM X 1963 MO PROVIDES A HOME FOR THE AGED AND A NURSING FACILITY FOR THE MEDICAL CARE OF COMMUNITY. THE CENTER ALSO PROVIDES SKILLED NURSING AND RESIDENTIAL CARE SERVICES. 7 7 201 0 0 0 0 0 6187369 5965839 107348 52189 15893 43334 6310610 6061362 0 0 0 0 2695750 3070344 0 0 0 3650662 3068797 6346412 6139141 -35802 -77779 8890866 8821703 6217644 6026687 2673222 2795016 PROVIDES A HOME FOR THE AGED AND A NURSING FACILITY FOR THE MEDICAL CARE OF COMMUNITY. THE CENTER ALSO PROVIDES SKILLED NURSING AND RESIDENTIAL CARE SERVICES. 0 0 5197970 6009173 PROVIDES A HOME FOR THE AGED AND A NURSING FACILITY FOR THE COMMUNITY. THE CENTER ALSO PROVIDES SKILLED NURSING AND RESIDENTIAL CARE SERVICES. 5197970 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 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 0 1 0 0 0 0 1 34 0 1 201 1 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 1 0 0 X MEYER FOUNDATION INC 6605847111 WEST 19TH STREET HIGGINSVILLE MO 64037 HOWARD FISHER 1.00 X X 0 0 0 DAVID SCHMIDT 1.00 X X 0 0 0 MARY LOU BUCKLER 1.00 X X 0 0 0 MICHELLE ALUMBAUGH 1.00 X X 0 0 0 DAVID LIMBACK 1.00 X 0 0 0 BOB BROWN 1.00 X 0 0 0 TRUDY FISHER 1.00 X 0 0 0 SUE FOWLER 40.00 X 0 120161 26587 PAIGE WHEELER 40.00 X 0 78906 26538 0 199067 53125 0 0 0 0 CASCADE HEALTH SERVICES 510 W 5TH STREET 1ST FLOOR KANSAS CITY MO 64015 NURSING AGENCY 305007 REHABWORKS LLC PO BOX 503534 ST LOUIS MO 63150 THERAPY 299312 LIFE CARE SERVICES CORP CAPITAL SQUARE DES MOINES IA 50309 MANAGEMENT COMPANY 277691 3 RESIDENT FEES 623000 5965839 5965839 5965839 71471 71471 186792 206074 -19282 -19282 -19282 MISCELLANOUS 623000 42472 42472 VENDING 623000 862 862 43334 6061362 6009173 0 52189 261808 261808 2435696 2216483 219213 973 885 88 188820 171826 16994 183047 166573 16474 207187 207187 4125 4125 27100 27100 282419 282419 62067 62067 717420 672893 44527 480 480 16122 15803 319 44227 13710 30517 133807 132469 1338 485636 480780 4856 231433 229119 2314 DIETARY EXPENSE 381033 381033 THERAPY SERVICES 361568 361568 BEAUTY & BARBER 52660 52660 BAD DEBT EXPENSE 28196 28196 33317 19749 13568 6139141 5197970 941171 0 735260 493946 625926 624273 218839 355674 52755 45205 163995 169452 14878801 9625381 5503722 5253420 1089584 1313436 398030 473623 102755 92674 8890866 8821703 335639 295064 3515005 3573223 2335000 2130000 32000 28400 6217644 6026687 X 2673222 2795016 2673222 2795016 8890866 8821703 X -77779 199573 X X 0 1 1 X 0 X 5669723 6079325 5674701 6187369 5965839 29576957 5669723 6079325 5674701 6187369 5965839 29576957 0 0 0 29576957 111073 70256 64228 68303 71471 385331 111073 70256 64228 68303 71471 385331 17946 11106 15120 15893 43334 103399 5798742 6160687 5754049 6271565 6080644 30065687 0.98370 0.98240 0.01280 0.01540 X 0 32000 79000 82600 28400 1 557152 557152 12609308 8182095 4427213 56332 56332 1433127 1271694 161433 222882 171592 51290 5253420 UNIT TRUST 473623 F 473623 6061362 6139141 -77779 199573 199573 121794 6260935 199573 199573 6061362 0 6061362 6139141 0 6139141 0 6139141 PART IV, LINE 2B: ESCROW DEPOSITS CONSIST OF AMOUNTS RECEIVED FROM PROSPECTIVE RESIDENTS TO SECURE OR HOLD AN APARTMENT UNIT UNTIL THEY ARE READY TO MOVE IN OR WHEN A UNIT BECOMES AVAILABLE. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE FOUNDATION HAS ADOPTED ASC 740-10, INCOME TAXES, AS IT RELATES TO UNCERTAIN TAX POSITIONS AND HAS EVALUATED THEIR TAX POSITIONS TAKEN FOR ALL OPEN TAX YEARS. CURRENTLY, THE 2009 AND SUBSEQUENT TAX YEARS ARE OPEN AND SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE FOR THE FOUNDATION. HOWEVER, THE FOUNDATION IS NOT CURRENTLY UNDER AUDIT NOR HAVE THEY BEEN CONTACTED BY THESE TAXING AUTHORITIES. BASED ON THE EVALUATION OF THE FOUNDATION'S TAX POSITIONS, MANAGEMENT BELIEVES ALL POSITIONS TAKEN WOULD BE UPHELD UNDER AN EXAMINATION. THEREFORE, NO PROVISION FOR THE EFFECTS OF UNCERTAIN TAX POSITIONS HAS BEEN RECORDED AS OF AUGUST 31, 2012 AND 2011. PART XI, LINE 8 - OTHER ADJUSTMENTS: ROUNDING PART XII, LINE 4B - OTHER ADJUSTMENTS: ROUNDING FORM 990, PART VI, SECTION B, LINE 11 THE EXECUTIVE DIRECTOR AND ACCOUNTING DIRECTOR REVIEW FORM 990 BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS AND DIRECTORS ARE REQUIRED TO ANNUALLY DISCLOSE CONFLICTS OF INTEREST TO THE FOUNDATION. FORM 990, PART VI, SECTION B, LINE 15A THE ORGANIZATION'S CEO AND TOP MANAGEMENT OFFICIAL ARE EMPLOYEES OF LIFE CARE SERVICES CORP. LIFE CARE SERVICES IS A MANAGER OF SENIOR LIVING COMMUNITIES. LIFE CARE SERVICES DETERMINES THE COMPENSATION FOR THE CEO AND HEALTH CARE ADMINISTRATOR. LCS USES COMPARABILITY DATA AND THE EMPLOYEES ANNUAL REVIEW INFORMATION TO DETERMINE COMPENSATION. THE BOARD OF DIRECTORS HAS FINAL APPROVAL OF ANY COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 199,573. ROUNDING TOTAL TO FORM 990, PART XI, LINE 5: 199,573. FORM 990, PAGE 12 PART XII LINE 2C PROCESSES HAVE NOT CHANGED FROM THE PRIOR YEAR. EXECUTIVE DIRECTOR & HEALTH CARE ADMINISTRATOR FORM 990 PAGE 7 PART VII THE EXECUTIVE DIRECTOR AND THE HEALTH CENTER ADMINISTRATOR ARE EMPLOYEES OF LIFE CARE SERVICES CORP. AND THE FOUNDATION REIMBURSES LIFE CARE SERVICES CORP. FOR THE EXECUTIVE DIRECTOR'S AND ADMINISTRATOR'S COMPENSATION AND RELATED EXPENSES. MEYER FOUNDATION TRUST 1201 WEST 19TH STREET HIGGINSVILLE MO 64037 431563735 PROMOTE & SUPPORT AREA NURSE TRAINING PROGRAMS & SCHOOLS MO 501(C)(3) LINE 9 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0