2026-04-30T09:41:51+00:00 2025-06-30 440160260 Forvis Mazars LLP 1551 N Waterfront Pkwy Ste 300 Wichita KS 672066601 990 2024-07-01 472871995 ABERDEEN RIDGE INC ABER 3166851100 2414 N WOODLAWN BLVD WICHITA KS 67220 BRUCE SHOGREN PRESIDENT/CEO 3166851100 2026-04-30 true Kevin Ensminger P01310558 3162652811 2025-05-15 2024 2025-03-06 01:10:19Z BRUCE H SHOGREN 2414 N WOODLAWN BLVD WICHITA KS 67220 1806292 false X WWW.ABERDEENRIDGE.ORG X 2015 KS TO PROVIDE QUALITY SENIOR INDEPENDENT LIVING AND ASSISTED LIVING / MEMORY CARE WITHIN A CHRISTIAN-BASED COMMUNITY. 7 7 37 8 0 1149 6198 1627322 162491 8474 10281 9623 1806292 0 0 632571 1424832 0 0 1519424 8458928 2151995 9883760 -2142372 -8077468 139870821 166537417 148480746 183200244 -8609925 -16662827 TO PROVIDE QUALITY SENIOR INDEPENDENT LIVING AND ASSISTED LIVING/MEMORY CARE WITHIN A CHRISTIAN-BASED COMMUNITY FOUNDED UPON THE VALUES OF RESPECT, DIGNITY AND INDEPENDENCE. false false 3857560 0 1627322 ABERDEEN RIDGE IS A RETIREMENT COMMUNITY IN THE PARTIAL OCCUPANCY / CONSTRUCTION PHASE. INITIAL OCCUPANCY BEGAN IN THE FALL OF 2024. OPERATIONS ARE DESIGNED TO PROVIDE 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 USEFULNESS OF OLDER INDIVIDUALS. HOUSING NEEDS ARE MET BY PROVIDING FACILITIES THAT ARE SPECIFICALLY DESIGNED TO MEET A COMBINATION OF PHYSICAL, EMOTIONAL, RECREATIONAL AND SOCIAL NEEDS OF ELDERLY PERSONS. HEALTH CARE NEEDS ARE SATISFIED BY OFFERING SENIOR INDEPENDENT LIVING AND ASSISTED LIVING / MEMORY CARE ON A SINGLE CAMPUS. FINANCIAL SECURITY IS ACHIEVED BY PROVIDING SERVICES AT THE LOWEST FEASIBLE COST. INCLUDED IS THE POLICY OF MAINTAINING IN RESIDENCE ANY PERSON WHO OUTLIVES HIS OR HER ABILITY TO PAY FOR THE COST OF RESIDENCY THROUGH NO FAULT OF THEIR OWN. 3857560 true false false false false false false false false false true false false true true false 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 65 0 true 37 true false false false false false false false false false false false false X 7 7 true true false false true true false true true false false false true true true true true true true true false false CO X BRUCE H SHOGREN 3166851100 PO BOX 20440 WICHITA KS 67208 DAN F HARRIS CHAIR 1.0 3.0 X X 0 0 0 ROBERT S BONNEY VICE CHAIR 1.0 3.0 X X 0 0 0 GARY D BRENNECKE TRUSTEE 1.0 3.0 X 0 0 0 JOHN GOODWIN TRUSTEE 1.0 3.0 X 0 0 0 NANCY DULING TRUSTEE 1.0 3.0 X 0 0 0 PATRICIA COOK TRUSTEE 1.0 3.0 X 0 0 0 ROB SCHENDEL TRUSTEE 1.0 3.0 X 0 0 0 BRUCE H SHOGREN PRESIDENT/CEO 5.0 35.0 X 0 402426 41543 JOAN MILLER ASST. TREASURER/CONTROLLER 5.0 35.0 X 0 144548 16143 MELANIE OWENS CFO/TREASURER 5.0 35.0 X 0 252648 20446 SHERRY K HIND CORPORATE SECRETARY 5.0 35.0 X 0 147578 11243 WILLIAM H TAYLOR CHIEF OPERATING OFFICER 5.0 35.0 X 0 250734 25043 CHRISTINA AMMANN SALES DIRECTOR 40.0 0 X 126489 0 0 126489 1197934 114418 1 false true false RDG Planning & Design 1302 Howard Street Omaha NE 681023261 Interior Design 833185 AG Architecture 1414 Underwood Ave Suite 301 Wauwatosa WI 53213 Construction planning 552862 Foulston Siefkin LLP 1551 N Waterfront Parkway Suite 100 Wichita KS 672064466 Legal 517085 FIVE19 Creative 15800 Draycot Avenue Midlothian VA 23112 Advertising 436528 Bolsillo LLC 18200 E 136th Ave Brighton CO 80603 Landscaping 415234 6 6198 6198 RESIDENT SERVICES 623000 1627322 1627322 0 0 0 0 1627322 162491 162491 0 0 0 0 OTHER INCOME 900099 10281 10281 0 0 0 0 10281 1806292 1627322 0 172772 126489 73862 52627 1016586 593623 422963 193368 112915 80453 88389 51808 36581 613396 613396 14589 14589 713774 352991 360783 0 5035 3916 1119 703261 132078 571183 35629 35629 561785 23239 538546 12767 4912 7855 2083124 808247 1274877 3079164 1192223 1886941 164287 164287 SMALL EQUIPMENT PURCHASES 41952 41952 DIETARY - FOOD 206867 206867 DIETARY - SUPPLIES 33368 33368 REPAIRS & MAINTENANCE 61472 61472 128458 128458 0 0 9883760 3857560 6026200 0 425746 4177 0 1193 4376474 0 0 0 0 68100 263359 153500667 3064830 122035599 150435837 4129157 2656393 0 112068 13211026 8689109 139870821 166537417 4086948 6083437 4031657 2513890 139678819 138501543 0 0 683322 36101374 148480746 183200244 X -8613936 -16672544 4011 9717 -8609925 -16662827 139870821 166537417 -8077468 24566 0 X false true true false X 650 46867 675 1149 6198 55539 1627322 1627322 0 0 0 650 46867 675 1149 1633520 1682861 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1682861 5 18 162491 162514 0 5 18 0 0 162491 162514 0 0 300 0 8474 10281 19055 655 47185 675 9623 1806292 1864430 0.90261 0.85036 0.09 0.0 X Schedule A, Part III, Line 12 Other Income DESCRIPTION - MISCELLANEOUS, COLUMN A - 0.0, COLUMN B - 300.0, COLUMN C - 0.0, COLUMN D - 8474.0, COLUMN E - 10281.0, COLUMN F - 19055.0; 17257436 17257436 48983779 1681657 47302122 4273156 1383173 2889983 82986296 82986296 150435837 FUNDS HELD BY FISCAL AGENT 8689109 8689109 Federal Income Taxes INTERCOMPANY PAYABLES 10496775 DEFERRED DEPOSITS 25604599 36101374 1830858 24566 0 24566 1806292 0 0 1806292 9883760 0 0 9883760 0 0 9883760 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. false false false false false false false false false SHERRY K HIND CORPORATE SECRETARY 0 147363 0 0 0 215 0 8500 0 2743 0 158821 0 0 JOAN MILLER ASST. TREASURER/CONTROLLER 0 140583 0 3750 0 215 0 1000 0 15143 0 160691 0 0 MELANIE OWENS CFO/TREASURER 0 246517 0 0 0 6131 0 8500 0 11946 0 273094 0 0 BRUCE H SHOGREN PRESIDENT/CEO 0 393779 0 5000 0 3647 0 25000 0 16543 0 443969 0 0 WILLIAM H TAYLOR CHIEF OPERATING OFFICER 0 247860 0 0 0 2874 0 8500 0 16543 0 275777 0 0 Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation 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 ALSO PROVIDED BY PMMA. THE CEO OF PMMA USES COMPARABILITY DATA TO DETERMINE COMPENSATION FOR THE OTHER OFFICERS, KEY EMPLOYEES, AND EXECUTIVE DIRECTORS. A COLORADO HEALTH FACILITIES AUTHORITY 840752932 19648FTJ3 2021-12-29 139823862 false false false A 143130107 7214305 16596688 2712240 112074183 4545746 236188 false true true true A false true true true false false 0.0 0.0 0.0 false false 0 false true A false true false false false false 0 false false false 0 false false true A true Schedule K, Part I, Column (f) DESCRIPTION OF BOND PURPOSE REFUND TAXABLE PRE-CONSTRUCTION LOAN DATED JULY 31, 2021 AND FINANCE ACQUIRING, CONSTRUCTING, EQUIPPING AND FURNISHING A NEW SENIOR LIVING COMMUNITY. Schedule K, Part II, Line 3 PROCEEDS NOT IDENTICAL TO ISSUE PRICE AMOUNT IS NOT EQUAL TO THE ISSUE PRICE DUE TO INVESTMENT EARNINGS DURING THE PROJECT PERIOD. Schedule K, Part II, Line 13 YEAR OF SUBSTANTIAL COMPLETION All 2025 Bond proceeds have been spent but the Project remains under construction. Schedule K, Part II, Line 15 REFUNDING ISSUE CURRENT REFUNDING OF TAXABLE PRE-CONSTRUCTION LOAN DATED 7/31/2021. Form 990, Part VI, Line 2 BUSINESS RELATIONSHIPS ALL OF THE OFFICERS AND DIRECTORS HAVE A BUSINESS RELATIONSHIP DUE TO THEIR POSITIONS IN PRESBYTERIAN MANORS OF MID-AMERICA, INC., A RELATED 501(C)(3) ORGANIZATION. Form 990, Part VI, Line 15 PROCESS TO ESTABLISH COMPENSATION PRESBYTERIAN MANORS OF MID-AMERICA, INC.'S ATTORNEY AND/OR THE CFO/SVP-HR PROVIDES THE BOARD OF TRUSTEES WITH COMPARABILITY DATA TO DETERMINE THE CEO'S COMPENSATION. DELIBERATION OF THE CEO'S COMPENSATION IS HELD IN THE GOVERNANCE COMMITTEE AND EXECUTIVE BOARD SESSION. THE BOARD'S DECISION IS PROVIDED TO THE CFO/SVP-HR BY THE BOARD CHAIRMAN. THE CEO USES COMPARABILITY DATA TO DETERMINE COMPENSATION FOR THE OTHER OFFICERS, KEY EMPLOYEES, AND EXECUTIVE DIRECTORS. Form 990, Part VI, Line 3 Delegation of management duties GREYSTONE DEVELOPMENT COMPANY IS PERFORMING MARKETING AND DEVELOPMENT ACTIVITIES ASSOCIATED WITH THE CONSTRUCTION AND INITIAL OCCUPANCY PHASE OF THE FACILITY. Form 990, Part VI, Line 6 Classes of members or stockholders PRESBYTERIAN MANORS OF MID-AMERICA, INC., A NOT-FOR-PROFIT, 501(C)(3) ORGANIZATION IS THE SOLE MEMBER OF ABERDEEN RIDGE, INC. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body PRESBYTERIAN MANORS OF MID-AMERICA, INC., BEING THE SOLE MEMBER OF ABERDEEN RIDGE, INC. HAS THE RIGHT TO ELECT ALL OF THE BOARD OF TRUSTEES Form 990, Part VI, Line 11b Review of form 990 by governing body AN INDEPENDENT ACCOUNTING FIRM PREPARES AND REVIEWS THE FORM 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. Form 990, Part VI, Line 12c Conflict of interest policy 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. Form 990, Part VI, Line 15a Process to establish compensation of top management official 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. Form 990, Part VI, Line 15b Process to establish compensation of other employees 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. THIS PROCESS LAST OCCURED IN 2025. Form 990, Part VI, Line 19 Required documents available to the public ABERDEEN RIDGE, INC. MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST. FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST, AT MANAGEMENT'S DISCRETION. PRESBYTERIAN MANORS OF MID-AMERICA 2414 N WOODLAWN BLVD WICHITA KS 67220 480877587 MANAGEMENT KS 501(c)(3) Type II NA false ASHFIELD ACTIVE LIVING AND WELLNESS COMM 575 COUCH AVE KIRKWOOD MO 63122 205385139 CCRC MO 501(c)(3) 10 PMMA false PRESBYTERIAN MANORS INC 2414 N WOODLAWN WICHITA KS 67220 237154996 CCRC KS 501(c)(3) 10 PMMA false SALINA PRESBYTERIAN MANOR ENDOWMENT FUND 2601 E CRAWFORD SALINA KS 67401 480937829 FUNDS MGMT KS 501(c)(3) Type I PMI false false false false false true false false false false false false false true false true true false false false