2026-08-14T17:52:58-04:00 2025-09-30 370818432 KEMPER CPA GROUP LLP 7200 EAGLE CREST BOULEVARD EVANSVILLE IN 47715 990PF 2024-10-01 455388556 THE CHARLES FORD MEMORIAL HOME CHAR 8126824675 920 S MAIN STREET NEW HARMONY IN 47631 AMY KOCH EXECUTIVE DIRECTOR 8126824675 2026-08-12 false JOHN PERKINS P01220136 8124218000 2026-08-14 2024 2025-03-06 01:10:19Z X 9976388 X 3582 X 17839 17839 17839 151560 151560 151560 531395 741844 531395 2080539 324651 2080539 2784915 1025445 2249938 163181 163181 1592378 1592378 169492 169492 39738 19869 19869 34233 20603 13630 83788 83788 126889 126889 27310 4286 1327334 33294 1294040 3564343 73766 117287 3350266 0 0 3564343 73766 117287 3350266 -779428 951679 2132651 -10001 81285 81285 255526 7579 255526 255526 13906 21141 21141 1521760 3287109 3287109 2224232 4893596 4893596 2664448 1246102 1463266 1418346 1418346 27859 19385 19385 5248601 9976388 9976388 77241 59356 110413 154503 187654 213859 X 5060947 9762529 5060947 9762529 5248601 9976388 5060947 -779428 5481010 9762529 9762529 MORGAN STANLEY P 2025-09-30 649606 130074 519532 519532 MORGAN STANLEY P 2025-09-30 92238 80375 11863 11863 531395 13228 13228 13228 9805 3425 13230 X 2 false false false false false false false true true true true false false false true HTTPS://RETIRENEWHARMONY.COM/ AMY KOCH 8126824675 920 S MAIN STREET NEW HARMONY IN 47631 false false false false false false false false false false false false false false false false false false false false VICKI CAMPBELL PO BOX 752 704 CHURCH ST NEW HARMONY IN 47631 VICE PRESIDE 2.00 0 0 0 KAREN WALKER PO BOX 392 331 WEST TAVERN NEW HARMONY IN 47631 SECERTARY 2.00 0 0 0 NATHAN MAUDLIN PO BOX 395 524 SOUTH ST NEW HARMONY IN 47631 PRESIDENT 2.00 0 0 0 LISA CASTLEBURY PO BOX 703 712 CHURCH ST NEW HARMONY IN 47631 TREASURER 2.00 0 0 0 TOM STAHL PO BOX 825 825 MAIN ST NEW HARMONY IN 47631 DIRECTOR 2.00 0 0 0 KEVIN VALADARES 2700 SECRETARIAT STREET EVANSVILLE IN 47720 DIRECTOR 2.00 0 0 0 MARTHA RASKE 607 FREDERICK STREET NEW HARMONY IN 47631 DIRECTOR 2.00 0 0 0 AMY KOCH 920 S MAIN STREET NEW HARMONY IN 47631 EXECUTIVE DI 40.00 163181 0 163181 NONE NONE THE CORPORATION OPERATE AN ASSISTED LIVING FACILITY 3561989 N/A 8152516 58340 0 8210856 8210856 123163 8087693 404385 X 3350266 3350266 3350266 3350266 3350266 2012-10-01 X 404385 453923 461583 486116 1806007 343727 385835 392346 413199 1535107 3350266 2785101 1957837 1826482 9919686 3350266 2785101 1957837 1826482 9919686 269590 302615 307722 324077 1204004 X 14 17839 14 151560 15 324651 18 519532 11863 INCOME - NEW RESIDENTS 1179593 LAUNDRY INCOME 25503 MEDICARE INCOME 344318 INCOME BEAUTY SALON 114 PHARMACY CONSULT INCOME 540 INCONTINENT SUPPLY SERVICE 14158 MISCELLANEOUS 28525 PASSTHROUGH SERVICES 470 SERVICE LEVEL INCOME 162661 OTHER INCOME 6 1013582 1767751 2781333 11B AMOUNT CONTRIBUTED BY THE RESIDENTS TO THE HOME 11B AND PROVIDE FOOD AND SHELTER FOR THE RESIDENTS. false false false false false false false false false false ACCOUNTING FEES 39738 19869 19869 ORIGINAL 1954-10-01 8000 8000 S/L 50.0000 ADDITIONS 1955-01-01 68217 68217 S/L 50.0000 ADDITIONS 1956-01-01 31285 31285 S/L 50.0000 ADDITIONS 1957-01-01 4678 4678 S/L 50.0000 ADDITIONS 1959-01-01 105 105 S/L 50.0000 ADDITIONS 1962-01-01 1459 1459 S/L 20.0000 ADDITIONS 1962-01-01 95 95 S/L 20.0000 ADDITIONS 1964-01-01 279 279 S/L 20.0000 DRIVEWAY 1969-01-01 703 703 S/L 20.0000 ADDITION TO HOME 1972-01-01 251742 251742 S/L 40.0000 DRIVEWAY 1972-01-01 9500 9500 S/L 10.0000 PAVING 1973-01-01 3042 3042 S/L 10.0000 COMPLETION OF ADDITION 1973-01-01 16391 16391 S/L 40.0000 DOORS 1977-04-01 7417 7417 S/L 20.0000 HANDRAILS 1978-06-01 1459 1459 S/L 20.0000 NEW WING 1979-12-07 78842 78842 S/L 20.0000 NEW WING-1980 1980-12-01 154178 154178 S/L 20.0000 NEW WING 1980-12-01 30957 99.0000 STAINED GLASS WINDOWS-SUNROOM 1985-06-01 2682 2682 S/L 20.0000 BUILDING IMPROVEMENTS WALK IN 2003-05-07 4884 4884 S/L 20.0000 BUILDING IMPROVEMENTS 2003-05-13 1057 1057 S/L 20.0000 HANDICAP RAMP 2003-07-19 2237 2237 S/L 20.0000 CULVERT AT BACK ENTRANCE 2003-09-10 16994 16994 S/L 20.0000 GUTTERING AND FASCIA 2004-07-29 1500 1489 S/L 20.0000 11 11 ELECTRICALLY WORK - ADDITION 2004-07-11 1097 1090 S/L 20.0000 7 7 STORAGE BUILDING 2004-12-31 32501 12838 S/L 50.0000 650 650 ADD'I COST IN STORAGE BUILDING 2005-02-21 306 120 S/L 50.0000 6 6 FRONT ENTRY DOOR 2006-11-01 5147 2306 S/L 40.0000 128 128 AUTOMATIC DOOR 2009-06-17 2613 2597 S/L 15.0000 16 16 ROOF 2009-10-07 104651 77834 S/L 20.0000 5233 5233 GABEL REPAIRS & SCREENED 2010-06-25 10285 3758 S/L 39.0000 264 264 CARPET ROOM 119 2013-01-21 534 534 S/L 10.0000 WALLS IN KITCHEN 2013-02-18 2445 713 S/L 39.0000 63 63 REFRIGERATOR 2013-07-29 3184 3184 S/L 10.0000 GOLF CAR 2013-09-23 4795 4795 S/L 5.0000 SPRINKLER SYSTEM 2014-12-08 57510 57510 S/L 7.0000 2014 BUILDING REMODEL 2014-12-01 139479 34300 S/L 39.0000 3576 3576 SPRINKLER SYSTEM 2015-04-23 32965 32965 S/L 7.0000 BUILDING IMPROVEMENTS 2015-12-15 139019 31487 S/L 39.0000 3565 3565 2 AIR CONDITIONERS 2015-12-15 9671 2190 S/L 39.0000 248 248 MAIN HALL A/C 2016-11-07 2977 604 S/L 39.0000 77 77 WATER HEATER 2016-12-15 4223 3449 S/L 10.0000 422 422 BUILDING IMPROVEMENTS 2017-11-20 80876 16244 S/L 39.0000 2074 2074 BUILDING IMPROVEMENTS 2017-11-20 86536 15162 S/L 39.0000 2219 2219 FIRE ALARM PANEL 2017-12-15 4812 4812 S/L 5.0000 WATER HEATER 2017-12-15 2868 1960 S/L 10.0000 286 286 TV REFRIGERATORS 2018-07-17 2520 2520 S/L 5.0000 NURSE COMPUTER LE COMPUTER 2018-03-01 3023 3023 S/L 5.0000 ADMISSIONS 2018-08-16 1506 1506 S/L 5.0000 PAPER SHREDDER 2018-10-22 621 621 S/L 5.0000 PTAC 2018-02-27 630 630 S/L 5.0000 DRYER 2018-03-19 582 582 S/L 5.0000 BEAUTY SHOP CHAIR 2018-04-23 1069 1069 S/L 5.0000 WI-FI & EXTENDERS 2018-09-18 1290 1290 S/L 5.0000 PTAC 2018-10-30 710 710 S/L 5.0000 PTAC 2018-11-15 881 881 S/L 5.0000 CARDIAC MONITOR STAND 2018-11-19 2045 2002 S/L 10.0000 43 43 CHAIRS 2018-07-15 8718 8718 S/L 5.0000 TV DVD SHELF CABLES 2018-10-22 535 535 S/L 5.0000 IMPROVEMENTS 2018-12-31 86991 12826 S/L 39.0000 2230 2230 TIME CLOCK 2018-12-31 510 510 S/L 5.0000 KORESEN FIRE AND SECURITY 2019-12-31 1532 187 S/L 39.0000 39 39 MASH WORKS 2019-12-31 2414 294 S/L 39.0000 62 62 IMPROVEMENTS 2019-12-31 196021 23874 S/L 39.0000 5027 5027 HOME IMPROVEMENTS 2019-12-31 60075 7317 S/L 39.0000 1540 1540 HOME FURNISHING 2019-12-26 62777 29819 S/L 10.0000 6278 6278 MEDLINE 2019-12-31 6717 3191 S/L 10.0000 671 671 COMPUTERS 2019-08-27 5713 5523 S/L 5.0000 190 190 2 PTCAC UNITS 2019-07-22 3075 1589 S/L 10.0000 307 307 RESIDENT REFRIGERATORS 2019-07-02 1025 530 S/L 10.0000 102 102 PTAC UNIT 7000 BTU 2019-08-22 1467 1002 S/L 5.0000 294 294 TOUCHSCREEN LAPTOP 2020-04-14 1192 1073 S/L 5.0000 119 119 SURFACE BOOKS OFFICE PRO 2020-05-12 4235 3741 S/L 5.0000 494 494 IPAD 2020-04-06 7520 6768 S/L 5.0000 752 752 CUB CADET ZERO TURN 2020-06-01 2199 1906 S/L 5.0000 293 293 CAMERA 2020-09-08 3910 3193 S/L 5.0000 717 717 PATIO HEATERS 2020-10-09 1437 874 S/L 10.0000 144 144 SUNROOM KEYPAD 2010-07-21 3181 1325 S/L 10.0000 318 318 IMPROVEMENTS 2020-12-31 61783 5941 S/L 39.0000 1584 1584 ARTWORK 2020-08-25 8726 3563 S/L 10.0000 873 873 PTAC UNIT 2020-04-06 768 346 S/L 10.0000 76 76 ELECTRONIC SCALE 2020-08-25 691 282 S/L 10.0000 69 69 PTAC 2020-09-28 1039 416 S/L 10.0000 104 104 WASHING MACHINE 2020-10-01 981 392 S/L 10.0000 99 99 PTAC 2020-12-14 694 387 S/L 5.0000 139 139 ROCKER RECLINER 2020-05-05 659 291 S/L 10.0000 66 66 ART & BLINDS 2020-11-19 1160 445 S/L 10.0000 116 116 DECORATIONS 2020-03-09 3000 1375 S/L 10.0000 300 300 SURFACE BOOKS OFFICE PRO 2021-01-18 1262 926 S/L 5.0000 252 252 SURFACE PROBOOK'S 2021-05-03 1855 1268 S/L 5.0000 371 371 RECUMBENT CROSS TRAINER 2021-05-03 4390 3000 S/L 5.0000 878 878 SALON EQUIPMENT 2021-05-04 4708 2393 S/L 10.0000 471 471 SPEED QUEEN WASHING MACHINE 2021-07-26 1120 355 S/L 10.0000 112 112 PREP TABLE 2021-08-11 2722 862 S/L 10.0000 272 272 WATER HEATER 2021-08-20 4447 1371 S/L 10.0000 445 445 WASH DRYER REFRIGERATOR 2020-10-04 1890 1134 S/L 5.0000 378 378 3 IPADS 2021-10-15 1110 666 S/L 5.0000 222 222 TABLES 2021-11-15 1049 306 S/L 10.0000 105 105 POPCORN MACHINE 2021-12-31 1108 609 S/L 5.0000 222 222 ROOM 106 REMODEL 2022-11-01 25339 1245 S/L 39.0000 650 650 FIRE ALARM PANEL 2022-04-19 3919 947 S/L 10.0000 392 392 CARPET - ROOM 112 2022-05-02 550 133 S/L 10.0000 55 55 RECEPTACLES YEAR REC LIGHTS 2022-05-02 910 220 S/L 10.0000 91 91 BIDET RECEPTACLES 2022-06-13 2028 473 S/L 10.0000 203 203 PORTABLE AIR CONDITIONERS 2022-06-13 1441 87 S/L 39.0000 37 37 CARPET- 819 BREWERY 2022-06-13 2502 563 S/L 10.0000 250 250 CARPET - ROOM 103 2022-11-21 1391 256 S/L 10.0000 139 139 CARPET - ROOM ID2 2022-12-21 1450 254 S/L 10.0000 145 145 COMPUTER 2022-02-21 555 286 S/L 5.0000 111 111 PCC GO BOOK 2022-03-21 765 383 S/L 5.0000 153 153 GALAXY BOOK GO 2022-07-18 857 371 S/L 5.0000 171 171 STORAGE CABINET FOR SALON 2022-02-21 676 174 S/L 10.0000 68 68 BIDET TOILET SCATS 2022-05-02 7865 3802 S/L 5.0000 1573 1573 CANOPY TENTS 2022-05-17 1680 784 S/L 5.0000 336 336 WATER 1 819 BREWERY 2022-06-01 1923 449 S/L 10.0000 192 192 PHONE SYSTEM/NURSE CALL SYSTEM 2022-08-09 11709 2537 S/L 10.0000 1171 1171 DRYER I 2022-01-09 1350 259 S/L 10.0000 135 135 SPLIT SYSTEM IN GARAGE OFFICE I 2022-01-10 4859 931 S/L 10.0000 486 486 WIRELESS ACCESS POINTS 2022-12-12 2870 526 S/L 10.0000 287 287 ART 2022-03-21 1500 376 S/L 10.0000 150 150 MIRROR 2022-08-17 550 114 S/L 10.0000 55 55 KITCHEN HOT WATER HEATER 2022-12-31 3095 542 S/L 10.0000 309 309 ELECTRIC HEATER 2022-12-31 556 97 S/L 10.0000 56 56 FURNACE MAIN HALL 2022-12-31 3500 613 S/L 10.0000 350 350 ROOM 1066 REMODEL 2023-03-20 9610 390 S/L 39.0000 247 247 KITCHEN REMODEL 2023-12-11 34839 744 S/L 39.0000 894 894 STAINLESS STEEL TABLES 2023-11-21 10068 923 S/L 10.0000 1007 1007 S W HALL DOOR 2023-11-13 1200 110 S/L 10.0000 120 120 DEMO FLOORING PAINTING QTR RND 2023-12-31 5500 118 S/L 39.0000 141 141 FURNITURE FOR CARMI OFFICE 2023-09-27 3000 464 S/L 7.0000 429 429 DISHES SILVERWARE BUS TUBS 2023-03-29 1431 453 S/L 5.0000 286 286 PHONE SYSTEM 2023-02-27 12788 2131 S/L 10.0000 1279 1279 N HALL AC UNIT 2023-07-31 9250 1156 S/L 10.0000 925 925 NEW LAPTOP DOCKING STATIONS 2023-09-01 16845 3650 S/L 5.0000 3369 3369 LAND 2013-12-31 56874 LAND 2022-12-31 236379 MEMORIAL GARDEN 2023-12-31 8603 CABINETS FOR BATHROOMS 2024-08-09 3071 S/L 7.0000 439 439 FOOTERS FOR MAIN HALL 2024-03-14 6500 S/L 7.0000 929 929 INSTALLATION OF FOOTERS FOR MAIN HALL DINING 2024-04-10 20440 S/L 7.0000 2920 2920 KITCHEN 3-COMP SINK 2024-06-06 1995 S/L 7.0000 285 285 LUMBER FOR SHELVES - SUN ROOM 2024-07-24 602 S/L 7.0000 86 86 MORLEY AND ASSOCIATES CONSULTATION FOR INSTAL 2024-03-28 1250 S/L 7.0000 179 179 NEW POST AT HOSPICE COMPANY OFFICE 2024-06-20 800 S/L 7.0000 114 114 PREP TABLES SHELVING INV 1V19-6J7K 2024-01-22 220 S/L 7.0000 31 31 RACK CART CABINET 2024-08-20 1797 43 S/L 7.0000 257 257 BREWERY STREET COUNTERTOPS 2024-06-20 500 S/L 7.0000 71 71 BREWERY STREET FLOORING 2024-06-06 5250 S/L 15.0000 350 350 CEILING LIGHTS 2024-05-08 676 S/L 7.0000 97 97 LOCKS FOR CARMI OFFICE KEYS KEY CUTTING MACHI 2024-09-11 2079 S/L 7.0000 297 297 SHELVING 2024-01-15 600 S/L 7.0000 86 86 SHELVING SOFFITS 2024-06-20 625 S/L 7.0000 89 89 STOP VALVE 2024-07-05 2477 S/L 7.0000 354 354 OFFICE FURNITURE FOR CARMI OFFICE 2024-09-19 8578 S/L 7.0000 1225 1225 PHONE SYSTEM STORAGE RACK DOOR LOCKS GOOKSHEL 2024-09-16 4181 S/L 7.0000 597 597 TOYOTA VEHICLE 2024-03-14 61996 S/L 5.0000 12399 12399 PAVEMENT 2024-07-11 4236 2570 S/L 15.0000 282 282 OFFICE FURNITURE AND FURNISHINGS 2024-10-10 1930 S/L 7.0000 276 276 NATURAL GAS SEISMIC SHUT OFF VALVE 2024-12-23 2366 S/L 15.0000 118 118 SE HALL HVAC 2025-04-16 8716 S/L 15.0000 242 242 OUTSIDE FURNITURE 2025-07-24 4437 S/L 7.0000 106 106 NURSE CALL SYSTEM 2025-08-29 1133 S/L 7.0000 13 13 NURSE CALL SYSTEM 2025-08-29 3986 S/L 7.0000 47 47 ATTIC FANS, ROOF SEALANT, CONTROLS, ROOF VENT 2025-09-02 3311 S/L 15.0000 18 18 WATER LINE AND NEW BACKFLOW 2025-09-25 12989 S/L 15.0000 STOCK 3287109 3287109 FMV 4893596 4893596 2362592 1246102 1116490 1418346 301856 301856 POSEY COUNTY FARM BUREAU STOCK 91 91 91 COAL & OIL ROYALTIES RECEIVABLE 27768 19294 19294 EXPENSES SPECIAL EVENTS 11075 11075 ADVERTISING 33663 33663 EDUCATION 7848 7848 SMALL KITCHEN EQUIPMENT 914 914 PROFESSIONAL DUES 17808 17808 CLEANING SUPPLIES 6795 6795 IT CONSULTANT 45301 45301 IT SUPPLIES 67396 67396 GASOLINE - VANS 3738 3738 GARDEN 7957 7957 PUBLIC RELATIONS 253 253 HELP WANTED 170 170 PERSONAL PROTECTIVE EQUIPMENT 1866 1866 401K FEES 4656 4656 CONCESSION INCOME 2425 2425 COST OF GOODS SOLD 490 490 PAPER SUPPLIES - OTHER 10963 10963 SPA TUB SUPPLIES 555 555 INCONTINENCE SUPPLIES 5788 5788 FOOD 131564 131564 SUNDRY SUPPLIES 7946 7946 LINENS - HOUSEKEEPING 4531 4531 MISCELLANEOUS HOME SUPPLIES 298 298 INSURANCE - HOME 105144 105144 INSURANCE EMPLOYEE 115586 115586 CASUAL LABOR 228264 228264 OUTSIDE EQUIPMENT MAINTENANCE 20421 20421 INSIDE EQUIPMENT MAINTENANCE 41356 41356 CONSULTATIONS 84599 84599 DIETARY CONSULTANT 908 908 MEDICAL SUPPLIES 64930 64930 EMPLOYEE EXPENSE 24664 24664 DOCTORS & HOSPITALS 818 818 OFFICE SUPPLIES 23342 23342 MISCELLANEOUS EXPENSE 3581 3581 MAGAZINES & SUBSCRIPTIONS 1410 1410 BANK FEES - GENERAL FUND 30 30 DISHWASHER RENTAL 899 899 LIFE ENRICHEMNT DIRECTOR 15839 15839 MARKETING 25384 25384 IT DIRECTOR 18478 18478 HOSPICE CLINICAL DIRECTOR 91437 91437 BAD DEBT -2001 -2001 INVESTMENT FEES 33294 33294 EQUIPMENT 8386 8386 CELL PHONE 30228 30228 FEES 594 594 IT EQUIPMENT 15668 15668 PAYROLL FEES 75 75 ROYALTY INCOME OIL 324651 324651 324651 INCOME - NEW RESIDENTS 1179593 1179593 LAUNDRY INCOME 25503 25503 MEDICARE INCOME 344318 344318 INCOME BEAUTY SALON 114 114 PHARMACY CONSULT INCOME 540 540 INCONTINENT SUPPLY SERVICE 14158 14158 MISCELLANEOUS 28525 28525 PASSTHROUGH SERVICES 470 470 SERVICE LEVEL INCOME 162661 162661 OTHER INCOME 6 6 PRIOR PERIOD ADJUSTMENT 5107161 UNREALIZED GAIN ON INVESTMENTS 373849 SECURITY DEPOSITS 51449 63400 ACCRUED PAYROLL 46574 72122 PAYROLL LIABILITIES 467 401K WITHHOLDING 2559 STATE COUNTY WITHHOLDINGS 5497 6986 UNEMPLOYMENT TAXES 352 360 ACCRUED PAYROLL TAXES 3477 8212 ACCRUED EXCISE TAXES 38 3423 TAXES - OIL 20603 20603 INCOME TAXES 13630 13630