2026-04-30T09:39:09+00:00 2025-06-30 440160260 Forvis Mazars LLP 1551 N Waterfront Pkwy Ste 300 Wichita KS 672066601 990 2024-07-01 205385139 ASHFIELD ACTIVE LIVING AND WELLNESS COMMUNITIES INC ASHF 3166851100 2414 N WOODLAWN BLVD WICHITA KS 67220 MELANIE OWENS CFO 3166851100 2026-04-30 true true Kevin Ensminger P01310558 3162652811 2025-05-15 2024 2025-03-06 01:10:19Z ABERDEEN HEIGHTS BRUCE H SHOGREN 2414 N WOODLAWN BLVD WICHITA KS 67220 28269477 false X WWW.ABERDEENSENIORLIVING.COM X 2006 MO TO PROVIDE QUALITY ACTIVE SENIOR LIVING AND HEALTH CARE WITHIN A CHRISTIAN-BASED COMMUNITY. 7 7 365 86 0 51471 14922 23456408 26748615 1453663 1490559 7432 15130 24968974 28269226 0 0 8254840 9269014 0 0 20292414 21271854 28547254 30540868 -3578280 -2271642 138268928 136335144 237592792 239753314 -99323864 -103418170 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 24204888 0 26748615 OPERATION OF A SENIOR LIVING AND CARE COMMUNITY IN MISSOURI WHICH PROVIDES SERVICES TO SATISFY THREE BASIC NEEDS OF ELDERLY PERSONS, INCLUDING HOUSING, HEALTH CARE, AND FINANCIAL SECURITY. 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 A CONTINUUM OF CARE WHICH OFFERS SERVICES FOR THE FUTURE HEALTH CARE NEEDS OF RESIDENTS 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. 24204888 true false false true 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 true false false false false false false false false false false false false false false true false false false false true 63 0 true 365 true false false false false false false false false false false false false X 7 7 true false false false true true false true true false false false true true true true true true true true false false MO X BRUCE H SHOGREN 3166851100 2414 N WOODLAWN BLVD WICHITA KS 67220 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 ABULIZI AMANGULI REGISTERED NURSE SUPERVISOR 40.0 0 X 109609 0 0 ANTHONY ALTOBELLA HEALTH SERVICES ADMINISTRATOR 40.0 0 X 139931 0 591 BEATRIZ QUINN SALES DIRECTOR 40.0 0 X 119638 0 0 VALERIE BARNARD ASSISTANT DIRECTOR OF NURSING 40.0 0 X 113285 0 0 482463 1197934 115009 4 false true false Aegis Therapies Inc PO Box 936653 Atlanta GA 311936653 Therapy Services 806605 Cura Hospitality LLC P O Box 743676 Atlanta GA 303743676 Labor portion only 480672 Integrity Health Group LLC PO Box 4729 Winter Park FL 327934729 Temp Labor / Private Care 467008 Greystone Development Company II LP 220 East Las Colinas Blvd Suite 1000 Irving TX 75039 Consulting Services 455303 Just-In-Time LLC 904 Marshall Rd Bldg C Valley Park MO 63088 Temp Labor 218538 11 14922 14922 NET RESIDENT SERVICE REVENUE 623000 26748615 26748615 0 0 0 0 26748615 1487810 1487810 3142 3142 0 3142 3142 3000 251 0 2749 2749 2749 11988 0 0 11988 11988 28269226 26748615 0 1505689 7969415 7038711 930704 6766 5976 790 710021 627102 82919 582812 513357 69455 1645008 1645008 19598 19598 67359 67359 727 727 1665237 1159795 505442 0 287404 287404 1938932 1722255 216677 256265 63710 192555 2873778 2648186 225592 14593 1625 12968 24153 2243 21910 5744816 4482281 1262535 4133234 3479695 653539 141213 415 140798 FOOD 1536898 1536898 ANCILLARY COSTS 807941 807941 WELLNESS - HEALTHCARE 59977 59977 BAD DEBT EXPENSE 54721 54721 0 0 0 0 30540868 24204888 6335980 0 5828857 5145013 236373 0 0 0 903978 2310054 0 0 0 0 0 0 0 0 641430 730535 146363520 51746057 97521723 94617463 24066312 23708030 0 0 0 0 9070255 9824049 138268928 136335144 5280806 3901899 0 0 119348344 125998258 111593207 109584179 0 0 0 0 0 0 0 0 1370435 268978 237592792 239753314 X -99337910 -103433935 14046 15765 -99323864 -103418170 138268928 136335144 X -2271642 1177336 -3000000 X false true true false X 5497810 264390 37925 51471 14922 5866518 19906414 19742174 21955873 23456408 26748615 111809484 0 0 0 25404224 20006564 21993798 23507879 26763537 117676002 0 0 0 0 0 0 0 31041 14827 0 0 45868 0 31041 14827 0 0 45868 117630134 735833 790855 746862 982697 1490952 4747199 0 735833 790855 746862 982697 1490952 4747199 0 11005 1252733 114748 3263 11988 1393737 26151062 22050152 22855408 24493839 28266477 123816938 0.95003 0.95168 0.04 0.04 X Schedule A, Part III, Line 12 Other Income DESCRIPTION - OTHER INCOME, COLUMN A - 11005.0, COLUMN B - 252733.0, COLUMN C - 19639.0, COLUMN D - 3263.0, COLUMN E - 11988.0, COLUMN F - 298628.0; DESCRIPTION - SETTLEMENT REVENUE, COLUMN A - 0.0, COLUMN B - 1000000.0, COLUMN C - 95109.0, COLUMN D - 0.0, COLUMN E - 0.0, COLUMN F - 1095109.0; false false false false false true 727 false false false 727 false Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY 5% OF LEADINGAGE MISSOURI DUES ARE DEDICATED TO LOBBYING. 7510543 7510543 126357976 43294838 83063138 4654643 3855623 799020 7840358 4595596 3244762 94617463 CONTINUING CARE CONTRACT 483667 FUNDS HELD BY FISCAL AGENT 9322849 ACCOUNTS RECEIVABLE - OTHER 17533 9824049 Federal Income Taxes DEPOSIT AGREEMENTS 24000 SUBORDINATED MANAGEMENT FEES 0 INTERCOMPANY PAYABLE 244978 268978 29391840 1177335 0 1177335 28214505 54721 54721 28269226 30486147 0 0 30486147 54721 54721 30540868 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. Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements Bad Debt Expense - 54721 Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements Bad Debt Expense - 54721 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 THE INDUSTRIAL DEVELOPMENT AUTHORITY OF THE CITY OF KIRKWOOD MISSOURI 431389515 497609BD8 2017-03-30 125781549 REFUND 2010 BOND ISSUED 2/10/10 false false false A 13405000 125781549 8369660 2498986 123299483 2013 false true true true A false true true true false false 0.0004 0.0 0.0004 false false 0 false true A false false false true false false 0 false false false 0 false true true A true Schedule K, Part IV, Line 6 PROCEEDS INVESTED BEYOND TEMPORARY PERIOD Bond proceeds were invested in a yield restricted escrow fund that matured 05/15/2020. Schedule K, Part IV, Line 2c COLUMN A An installment arbitrage computation was prepared as of March 1, 2022 and there was no arbitrage liability as of the computation date. Schedule K, Part I, Column (f) Line A The Bonds were issued to refund the Series 2010 Bonds originally issued February 10, 2010. 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 6 Classes of members or stockholders PRESBYTERIAN MANORS OF MID-AMERICA, INC. (PMMA), A NOT-FOR-PROFIT, 501(C)(3) ORGANIZATION IS THE SOLE MEMBER OF ASHFIELD ACTIVE LIVING AND WELLNESS COMMUNITIES, INC. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body PMMA, BEING THE SOLE MEMBER OF ASHFIELD ACTIVE LIVING AND WELLNESS COMMUNITIES, 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 MADE AVAILABLE TO THE ORGANIZATION'S DESIGNATED COMMITTEE TO THE BOARD OF TRUSTEES FOR REVIEW PRIOR TO THE FINAL FILING. ANY QUESTIONS OR CONCERNS RECEIVED FROM THE COMMITTEE PRIOR TO FILING ARE ADDRESSED, AND ANY NECESSARY CORRECTIONS ARE MADE TO THE FILING. 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 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. Form 990, Part VI, Line 15b Process to establish compensation of other employees THE CEO 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 ASHFIELD ACTIVE LIVING AND WELLNESS COMMUNITIES, 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. Form 990, Part VIII, Line 11d Other Miscellaneous Revenue - Total Revenue: 11988, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 11988; Form 990, Part XI, Line 9 Other changes in net assets or fund balances Transfers to parent - -3000000; Total - -3000000; PRESBYTERIAN MANORS OF MID-AMERICA 2414 N WOODLAWN BLVD WICHITA KS 67220 480877587 MANAGEMENT KS 501(c)(3) Type II NA false PRESBYTERIAN MANORS INC 2414 N WOODLAWN BLVD WICHITA KS 67220 237154996 CCRC KS 501(c)(3) 10 PMMA false SALINA PRESBYTERIAN MANOR ENDOWMENT FUND 2601 E CRAWFORD ST SALINA KS 67401 480937829 FUNDS MGMG KS 501(c)(3) Type I PMI false ABERDEEN RIDGE 2414 N WOODLAWN BLVD WICHITA KS 67220 472871995 CCRC KS 501(c)(3) 10 PMMA false false false false false true false false false false false false false true false true true true true false