2012-05-15T16:11:34-04:00 2011-06-30 BKD LLP 1551 N WATERFRONT PKWY STE 300 WICHITA KS 672066601 990 2010-07-01 205385139 ASHFIELD ACTIVE LIVING AND WELLNESS COMMUNITIES INC ASHF 3166851100 PO BOX 20440 WICHITA KS 672081440 BEVERLY WOODSMALL 3166851100 2012-05-15 true ELIZABETH S HOGAN 3162652811 2010 2016-02-24 21:20:13Z BRUCE H SHOGREN PO BOX 20440 WICHITA KS 672081440 10000 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. 5 5 0 5 0 0 0 0 0 0 0 0 4500 10000 4500 10000 0 0 0 0 0 114120 0 0 0 159103 509600 159103 623720 -154603 -613720 191445868 201522648 191659441 202194353 -213573 -671705 X 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 0 0 0 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 CONTRIBUTE TO THE HEALTH, SECURITY, SENSE OF WELL-BEING AND USEFULLNESS OF OLDER INDIVIDUALS AND DISABLED PERSONS. SEE SCHEDULE O FOR CONTINUATION. 0 true false false 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 31 0 true 0 false false false false false false false false false false X 5 5 false true false false false false false true true false false true true true true true true false false false MO X BRUCE H SHOGREN 3166851100 PO BOX 20440 WICHITA KS 672081440 X REV J DICKS MCKELL 1.0 X X 0 0 0 DAN F HARRIS 1.0 X X 0 0 0 CONSTANCE S BANWART 1.0 X 0 0 0 REV HOWARD GLEASON 1.0 X 0 0 0 RONALD H RIDGWAY 1.0 X 0 0 0 WILLIAM M WARD JR 20.0 X 0 223273 11275 BRUCE H SHOGREN 20.0 X 0 150651 12498 JERRY J DELASHAW 5.0 X 0 135871 10135 DOUG YODER 10.0 X 0 104608 7405 JOAN M MILLER 1.0 X 0 87099 114 SHERRY K HIND 5.0 X 0 89977 2882 0 791479 44309 0 false true false PARIC CORPORATION CONSTRUCTION 46239477 GREYSTONE DEVELOPMENT COMPANY DEVELOPMENT SERVICES 1296065 BRIDGET BOHACZ ASSOCIATES INTERIOR DESIGN 834049 AG ARCHITECTURE INC ARCHITECTURE 461279 GREYSTONE MANAGEMENT SERVICES MANAGEMENT 385394 10 0 0 0 0 0 0 0 0 0 CANCELLATION PROCESSING FEES 900099 10000 10000 10000 10000 0 0 10000 0 0 0 0 0 0 98296 98296 0 7955 7955 7869 7869 0 0 0 0 0 0 0 509600 509600 0 0 0 0 0 0 0 0 0 0 0 623720 0 623720 0 218890 584940 59914 122469 109142321 0 35680095 109142321 8799804 8558801 146687165 83114117 191445868 201522648 2944269 13351300 176532414 176618646 3391054 3405952 8791704 8818455 191659441 202194353 X -213573 -671705 -213573 -671705 191445868 201522648 X -613720 155588 X false true true X false X 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 0 0 0 0 0 0 0 0 4500 10000 14500 0 0 0 4500 10000 14500 X 7510543 7510543 101631778 101631778 109142321 CONTINUING CARE CONTRACT 3786106 UNAMORTIZED BOND COST 3727696 FUNDS HELD BY FISCAL AGENT 75600315 83114117 0 APARTMENT RESIDENT DEPOSITS 8540701 PERSONALIZATION FEES 277754 8818455 10000 623720 -613720 155588 155588 -458132 10000 10000 10000 623720 623720 623720 UNCERTAIN TAX POSITIONS SCHEDULE D, PART X, LINE 2 MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITION UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT INDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. OTHER CHANGES IN NET ASSETS SCHEDULE D, PART XI, LINE 8 TRANSFER FROM PRESBYTERIAN MANORS OF MID-AMERICA, INC. $155,588 false false false false false false false false false WILLIAM M WARD JR 0 212487 0 0 0 10786 0 0 0 11275 0 234548 0 0 BRUCE H SHOGREN 0 142320 0 0 0 8331 0 0 0 12498 0 163149 0 0 COMPENSATION FROM A RELATED ORGANIZATION FORM 990, PART VII, SCHEDULE J, PART I, LINE 3 & PART II COMPENSATION FOR WILLIAM M WARD JR, 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. WARD'S COMPENSATION. 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. INDUSTRIAL DEV AUTHORITY- THE CITY OF KIRKWOOD MO 431389515 497609AA5 2010-02-10 176073670 SEE PART V false false false 0 0 176073670 14695273 18237335 0 3934258 0 0 29673384 0 124504128 false false false true false false true false true 0.00000 0.00000 0.00000 true false true false false false 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. PROGRAM SERVICE ACCOMPLISHMENTS FORM 990, PART III, LINE 4A Ashfield is constructing a senior living community (Aberdeen Heights) located on approximately 21.7 acres in Kirkwood, Missouri and will consist of 243 independent living apartments, 30 residential-style assisted living apartments, a nursing facility, including a 15-bed memory support unit and 38 private nursing beds, common and support areas for each level of living, and underground and surface parking. DELEGATION OF CONTROL TO A MANAGEMENT COMPANY OR OTHER PERSON FORM 990, PART VI, SECTION A, LINE 3 GREYSTONE DEVELOPMENT IS MANAGING THE PROJECT DURING THE CURRENT DEVELOPMENT STAGE. 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 MANOR 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 MANOR OF MID-AMERICA, INC. (PMMA) TO THE CEO IS DETERMINED BY PMMA'S BOARD OF DIRECTORS. PMMA'S ATTORNEY PROVIDES THE 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 TRANSFER FROM PRESBYTERIAN MANORS OF MID-AMERICA, INC. $155,588 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:REV J DICKS MCKELL TITLE:CHAIRMAN/TRUSTEE HOURS:3 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:DAN F HARRIS TITLE:VICE-CHAIR/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:REV HOWARD GLEASON 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:WILLIAM M WARD JR TITLE:PRESIDENT/CEO HOURS:20 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:BRUCE H SHOGREN TITLE:TREASURER/CFO HOURS:20 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:JERRY J DELASHAW TITLE:V.P. OF PROJECT DEVELOPMENT HOURS:35 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:DOUG YODER TITLE:V.P. OF OPERATIONS HOURS:30 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:JOAN M MILLER TITLE:ASST. TREASURER HOURS:39 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:SHERRY K HIND TITLE:SECRETARY HOURS:35 PRESBYTERIAN MANORS OF MID-AMERICA INC PO BOX 20440 WICHITA KS 672081440 480877587 MANAGEMENT KS 501(C)(3) 11B NA ABERDEEN VILLAGE INC PO BOX 20440 WICHITA KS 672081440 481210697 CCRC KS 501(C)(3) 9 PMMA PRESBYTERIAN MANORS INC PO BOX 20440 WICHITA KS 672081440 237154996 CCRC MO 501(C)(3) 9 PMMA SALINA PRESBYTERIAN MANOR ENDOWMENT FUND PO BOX 1337 SALINA KS 67402 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 false true