2013-05-15T16:38:17-05:00 2012-06-30 BKD LLP 1551 N WATERFRONT PKWY STE 300 WICHITA KS 672066601 990 2011-07-01 205385139 ASHFIELD ACTIVE LIVING AND WELLNESS COMMUNITIES INC % BRUCE H SHOGREN ASHF 3166851100 PO BOX 20440 WICHITA KS 672081440 BEVERLY WOODSMALL 2013-05-15 true ELIZABETH S HOGAN 3162652811 2011 2016-02-24 21:20:13Z ABERDEEN HEIGHTS BRUCE H SHOGREN PO BOX 20440 WICHITA KS 672081440 6846199 false X N/A 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. 6 6 134 46 -752 -752 0 0 0 6459623 0 358235 10000 25089 10000 6842947 0 0 0 0 114120 3481428 0 0 0 509600 14689148 623720 18170576 -613720 -11327629 201522648 193044119 202194353 205161659 -671705 -12117540 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 12421654 6462123 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 ACCOMODATIONS AND SERVICES ESPECIALLY DESIGNED TO MEET THE PHYSICAL, SOCIAL, SPRITUAL, AND PSYCHOLOGICAL NEEDS, AND TO CONTRIBUTE TO THE HEALTH, SECURITY, SENSE OF WELL-BEING AND USEFULLNESS OF OLDER INDIVIDUALS AND DISABLED PERSONS. 12421654 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 false true 13 0 true 134 true false false false false false false false false false false X 6 6 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 WICHITA KS 672081440 X REV J DICKS MCKELL 1.0 X 0 0 0 RONALD H RIDGWAY 1.0 X 0 0 0 CONSTANCE S BANWART 1.0 X 0 0 0 DAN F HARRIS 1.0 X X 0 0 0 REV HOWARD GLEASON 1.0 X X 0 0 0 RANDY WEDEL 1.0 X 0 0 0 BRUCE H SHOGREN 15.0 X 0 193512 15256 DOUGLAS YODER 5.0 X 0 149988 5539 BEVERLY WOODSMALL 5.0 X 0 87750 14633 JOAN MILLER 5.0 X 0 91529 2070 SHERRY HIND 5.0 X 0 90789 6048 JERRY J DELASHAW 5.0 X 0 136886 7646 0 750454 51192 0 false true false GREYSTONE DEVELOPMENT COMPANY DEVELOPMENT SERVICES 1812761 BRIDGET BOHACZ ASSOCIATES INTERIOR DESIGN 1013594 GLYNNDEVINS MARKETING ADVERTISING SERVICES 717449 GREYSTONE MANAGEMENT SERVICES MANAGEMENT 625785 PARIC CORPORATION CONSTRUCTION 449398 7 0 NET RESIDENT SERVICE REVENUE 623990 6459623 6459623 6459623 358235 358235 0 0 3100 3252 -152 -152 -752 600 0 0 0 0 CANCELLATION PROCESSING FEES 900099 23500 23500 GARNISHMENT CHARGES 900099 200 200 _ 900099 1541 1541 1541 1541 25241 6842947 6459623 -752 384076 0 0 0 0 0 0 3076718 2753753 322965 0 182573 163408 19165 222137 198819 23318 559808 559808 9420 9420 11545 11545 0 0 0 106270 22347 83923 63437 63437 1048748 485077 563671 20408 11593 8815 0 1040003 303737 736266 34129 4410 29719 0 8489 1581 6908 8427366 5961753 2465613 0 2543280 1798459 744821 99528 99528 FOOD COSTS 356444 356444 ANCILLARY COSTS 341674 341674 BAD DEBT EXPENSE 18599 18599 18170576 12421654 5748922 0 584940 2516365 0 0 0 0 0 5154564 0 0 0 0 0 0 0 12469 122469 90779 136355491 2443338 109142321 133912153 8558801 1286658 0 0 0 0 0 0 83114117 50071131 201522648 193044119 13351300 3539355 0 0 8540701 70187507 176618646 127999878 0 0 0 0 3405952 3423419 0 0 277754 11500 202194353 205161659 X 0 0 0 0 -671705 -12117540 -671705 -12117540 201522648 193044119 X -11327629 -118206 X false true true X false X 0 0 0 0 0 0 0 0 0 0 6459623 6459623 0 0 0 0 6459623 6459623 0 0 0 0 0 0 6459623 0 0 0 0 3100 3100 0 0 0 0 3100 3100 0 0 4500 10000 25241 39741 0 0 4500 10000 6487964 6502464 0.99341 0.00000 0.00048 0.00000 X false false false false false false false false false true 453 453 false false LOBBYING SCHEDULE C, PART II-B, LINE 1I 10% OF LEADING AGE MISSSOURI DUES ARE DEDICATED TO LOBBYING. 7510543 7510543 119531123 1979514 117551609 2829046 199240 2629806 6484779 264584 6220195 133912153 CONTINUING CARE CONTRACT 5368870 UNAMORTIZED BOND COSTS 3493888 FUNDS HELD BY FISCAL AGENT 41208373 50071131 0 DEPOSIT AGREEMENTS 11500 11500 6842947 18170576 -11327629 -118206 -118206 -11445835 6727993 -118206 -118206 6846199 -3252 -3252 6842947 18173828 3252 3252 18170576 18170576 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 XII, LINE 4B RENTAL EXPENSES (3,252) RECONCILIATION OF EXPENSES SCHEDULE D, PART XIII, LINE 2D RENTAL EXPENSES 3,252 false false false false false false false false false BRUCE H SHOGREN 0 178430 0 0 0 15082 0 4459 0 10797 0 208768 0 0 DOUGLAS YODER 0 140061 0 0 0 9927 0 3406 0 2133 0 155527 0 0 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. INDUSTRIAL DEV AUTHORITY- THE CITY OF KIRKWOOD MO 431389515 497609AA5 2010-02-10 176073670 SEE PART V false false false 48705000 0 175834251 11598872 22991001 0 3485376 0 2116360 123940114 6506370 11385983 2012 false false false true false false false false 0.00000 0.00000 0.00000 true false true false 0 0 false false DESCRIPTION OF PURPOSE - SCHEDULE K, PART I, LINE A, COLUMN F CONSTRUCT CCRC, DSR FUNDS, COST OF ISSUE, PORTION OF INT. APPROX 29 MONTHS 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. OTHER CHANGES IN NET ASSETS FORM 990, PART XI, LINE 5 UNREALIZED LOSSES (118,206) HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:REV J. DICKS MCKELL TITLE:TRUSTEE HOURS:3 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:RONALD H RIDGWAY TITLE:TRUSTEE HOURS:3 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:CONSTANCE S BANWART TITLE:TRUSTEE HOURS:3 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:DAN F HARRIS TITLE:CHAIR/TRUSTEE HOURS:3 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:REV HOWARD GLEASON TITLE:VICE-CHAIR/TRUSTEE HOURS:3 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:RANDY WEDEL TITLE:TRUSTEE HOURS:3 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:BRUCE H SHOGREN TITLE:PRESIDENT/CEO HOURS:25 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:DOUGLAS YODER TITLE:CHIEF OPERATING OFFICER HOURS:35 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:BEVERLY WOODSMALL TITLE:CFO/TREASURER HOURS:35 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:JOAN MILLER TITLE:ASST. TREASURER/CONTROLLER HOURS:35 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:SHERRY HIND TITLE:SECRETARY HOURS:35 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:JERRY J DELASHAW TITLE:V.P. PROJECT DEVELOPMENT HOURS:35 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 true true false false