2011-05-16T12:11:10-05:00 2010-06-30 BKD LLP 1551 N WATERFRONT PKWY STE 300 WICHITA KS 672066601 990 2009-07-01 205385139 ASHFIELD ACTIVE LIVING AND WELLNESS COMMUNITIES INC ASHF 3166851100 PO BOX 20440 WICHITA KS 672081440 BRUCE H SHOGREN 2011-05-16 true STEVEN L WEBB 3162652811 2009 2016-02-24 21:20:13Z BRUCE H SHOGREN PO BOX 20440 WICHITA KS 672081440 4500 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 0 0 0 0 0 0 0 0 0 0 4500 0 4500 0 0 0 0 0 0 0 0 0 158170 159103 158170 159103 -158170 -154603 22831977 191445868 22890244 191659441 -58267 -213573 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 ACCOMODATIONS 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. 0 true false false false false false false false false 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 0 0 0 false false false false false false false false false 5 5 false true false false true false false true true false false true true false true true true true 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 GERALD L HUNTER 1.0 X 0 0 0 CONSTANCE S BANWART 1.0 X 0 0 0 HOWARD GLEASON 1.0 X 0 0 0 DAN F HARRIS 1.0 X X 0 0 0 RONALD H RIDGWAY 1.0 X 0 0 0 WILLIAM M WARD JR 20.0 X 0 223811 10923 DOUG YODER 5.0 X 0 107347 6923 BRUCE H SHOGREN 20.0 X 0 154839 11972 JOAN MILLER 1.0 X 0 88336 0 JERRY J DELASHAW 5.0 X 0 125205 9003 SHERRY K HIND 5.0 X 0 90331 2838 0 789869 41659 0 false true false GREYSTONE DEVELOPMENT COMPANY DEVELOPMENT SERVICES 466824 GLYNN DEVINS MKTG ADVERTISING ADVERTISING 377849 DIXON HUGHES PLLC ACCOUNTING SERVICES 123300 3 0 0 0 0 0 0 0 0 0 OTHER INCOME 900099 4500 4500 4500 4500 0 0 4500 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 158495 158495 608 608 0 0 0 0 0 0 0 0 0 0 159103 0 159103 0 965 218890 53 0 0 59914 35680095 13531789 35680095 6535283 8799804 2763887 146687165 22831977 191445868 0 2944269 0 176532414 16354888 3391054 6535356 8791704 22890244 191659441 X -58267 -213573 -58267 -213573 22831977 191445868 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 4500 0 0 0 4500 4500 X 7352545 7352545 28327550 28327550 35680095 CONTINUING CARE CONTRACT 3543346 UNAMORTIZED BOND COSTS 3944418 FUNDS HELD BY FISCAL AGENT 139199401 146687165 0 APARTMENT RESIDENT DEPOSITS 8791704 8791704 4500 159103 -154603 -703 -703 -155306 4500 4500 4500 159103 159103 159103 TRANSFER TO AFFILIATE SCHEDULE D, PART XI, LINE 8 TRANSFER TO AFFILIATE $703 false false false false false false false false false WILLIAM M WARD JR 0 214141 0 0 0 9670 0 0 0 10923 0 234734 0 0 BRUCE H SHOGREN 0 135132 0 0 0 19707 0 0 0 11972 0 166811 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 SCHEDULE O false false 176073670 14644675 0 0 3771473 0 157657522 false false true true false false false false true true false true false false false false DELEGATION OF CONTROL TO A MANAGEMENT COMPANY OR OTHER PERSON FORM 990, PART VI, SECTION A, QUESTION 3 GREYSTONE DEVELOPMENT IS MANAGING THE PROJECT DURING THE CURRENT DEVELOPMENT STAGE. MEMBERS FORM 990, PART VI, SECTION A, QUESTION 6 PRESBYTERIAN MANORS OF MID-AMERICA, INC., A NOT-FOR-PROFIT, 501(C)(3) ORGANIZATION, IS THE SOLE MEMBER OF ASHFIELD ACTIVE LIVING AND WELLNESS, INC. PROCESS TO REVIEW THE FORM 990 FORM 990, PART VI, SECTION B, QUESTION 11A 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 AND 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 IS THEN PROVIDED TO ALL VOTING MEMBERS OF THE BOARD PRIOR TO FILING THE 990. CONFLICT OF INTEREST POLICY FORM 990, PART VI, SECTION B, QUESTION 12C ANNUALLY, PRESBYTERIAN MANOR'S OF MID-AMERICA, INC.'S ATTORNEY PRESENTS AND EXPLAINS THE CONFLICT OF INTEREST POLICY TO THE BOARD. THE TRUSTEES 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 CEO WHO DETERMINE IF A CONFLICT EXISTS. IF IT IS DETERMINED THAT A CONFLICT EXISTS, THE INDIVIDUAL IN CONFLICT IS PROHIBITED FROM VOTING OR BEING INVOLVED IN THE CONFLICT. OFFICERS DO NOT RECEIVE THE CONFLICT OF INTEREST POLICY PRESENTATION FROM THE ATTORNEY. HOWEVER, THEY ARE EMPLOYEES AND ARE THUS REQUIRED TO SIGN THAT THEY RECEIVED, READ AND UNDERSTOOD THE EMPLOYEE HANDBOOK WHICH STATES THAT THEY MUST DISCLOSE ANY CONFLICT OF INTEREST. IF A POTENTIAL CONFLICT IS DISCLOSED THEN THE SAME POLICIES ARE FOLLOWED TO DETERMINE IF AN ACTUAL CONFLICT EXISTS AND THE RESTRICTIONS THAT ARE PLACED ON THE INDIVIDUAL IN CONFLICT. COMPENSATION REVIEW FORM 990, PART VI, SECTION B, QUESTION 15 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. DISCLOSURE FORM 990, PART VI, SECTION C, QUESTION 19 ASHFIELD ACTIVE LIVING AND WELLNESS COMMUNITIES, INC. MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. AVERAGE HOURS WORKED PER WEEK FOR RELATED ORGANIZATIONS FORM 990, PART VII, SECTION A, LINE 1A, COLUMN B AVERAGE HOURS WORKED PER WEEK FOR RELATED ORGANIZATIONS REV HOWARD GLEASON 3 GERALD L HUNTER 3 CONSTANCE S BANWART 3 RONALD H RIDGWAY 3 REV J DICKS MCKELL 3 DAN F HARRIS 3 WILLIAM M WARD JR 20 DOUGLAS YODER 35 BRUCE H SHOGREN 20 JOAN M MILLER 39 SHERRY HIND 35 JERRY J DELASHAW 35 DESCRIPTION OF PURPOSE FORM 990, SCHEDULE K, PART I, LINE A, COLUMN F CONSTRUCT CCRC, DSR FUNDS, COST OF ISSUE, PORTION INTEREST APPROX 29 MONTHS 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 NA PRESBYTERIAN MANORS INC PO BOX 20440 WICHITA KS 672081440 237154996 CCRC MO 501(C)(3) 9 NA SALINA PRESBYTERIAN MANOR ENDOWMENT FUND PO BOX 1337 SALINA KS 67402 480937829 FUNDS MGMT KS 501(C)(3) 11B NA false false false false false false false false false false false false false false false false true false