2024-11-07T07:59:37-06:00 2024-06-30 351489521 GREENWALT CPAS INC 5342 W VERMONT STREET INDIANAPOLIS IN 46224 990 2023-07-01 311002845 WESTMINSTER VILLAGE MUNCIE INC WEST 7652882155 5801 WEST BETHEL AVENUE MUNCIE IN 473049499 DUSTIN JONES CHIEF FINANCIAL OFFICER 7852882155 2024-11-05 0 AMANDA MEKO CPA P01062615 3172412999 2024-11-05 2023 2024-10-15 13:58:12Z DUSTIN JONES 5801 WEST BETHEL AVENUE MUNCIE IN 473049499 16051415 0 X WWW.WVMUNCIE.COM X 1980 IN WESTMINSTER VILLAGE PROVIDES FULFILLING LIFE SERVICES AND EXCELLENT CONTINUING CARE EMPOWERING RESIDENTS TO EXPERIENCE AN EXCEPTIONAL QUALITY OF LIFE. 12 12 344 4 0 0 3149512 118827 13973666 15168289 2050 300075 0 0 17125228 15587191 0 0 0 0 9743815 10423428 0 0 0 6658150 6943595 16401965 17367023 723263 -1779832 23080839 21797565 15812157 16120275 7268682 5677290 X WESTMINSTER VILLAGE PROVIDES FULFILLING LIFE SERVICES AND EXCELLENT CONTINUING CARE EMPOWERING RESIDENTS TO EXPERIENCE AN EXCEPTIONAL QUALITY OF LIFE. 0 0 15759063 15168289 THERE HAVE BEEN APPROXIMATELY 453 RESIDENTS AND PATIENTS SERVED IN THIS FISCAL YEAR ENDED 6/30/2024.HOUSING - THE VILLAGE PROVIDES RESIDENTIAL FACILITIES THAT ARE DESIGNED TO MEET THE SPECIAL NEEDS OF THE ELDERLY INCLUDING: FULLY CARPETED APARTMENTS, CORRIDORS AND LOUNGES; MAINTENANCE FREE LIVING; BATHROOMS EQUIPPED WITH EMERGENCY CALL SYSTEMS AND GRAB-BARS; ELEVATORS FOR WHEELCHAIR USE; ON-SITE COMMERCIAL SERVICES INCLUDING SUNDRY SHOP, BEAUTY SHOP AND DOCTOR'S OFFICE; OTHER AMENITIES INCLUDE THREE SELF-SERVE LAUNDRY ROOMS, A CHAPEL, LIBRARY, SEVEN DINING ROOMS, FITNESS CENTER AND VARIOUS LOUNGES THROUGHOUT THE FACILITY.HEALTHCARE - THE VILLAGE PROVIDES FOR THE PHYSICAL, SOCIAL AND SPIRITUAL WELL-BEING OF RESIDENTS THAT INCLUDE: 24 HOUR NURSING STAFF IN RESIDENTIAL, ASSISTED LIVING, MEMORY CARE ASSISTED LIVING AND SKILLED HEALTH CARE CENTER; FREE WELLNESS/VITAL CHECKS; SCHEDULED PHYSICAL THERAPY, OCCUPATIONAL THERAPY AND SPEECH THERAPY; EXERCISE CLASSES; VARIOUS SOCIAL, EDUCATIONAL AND INFORMATIVE ACTIVITIES; PRESCRIPTION DELIVERY SERVICES; BIBLE STUDY AND VESPERS SERVICES; 24 HOUR SECURITY TO FEEL COMFORTABLE AND SAFE; BUS TRANSPORTATION TO OUTSIDE APPOINTMENTS, SHOPPING, ACTIVITIES, ETC.FINANCIAL SECURITY - PAYMENT FOR SERVICES PROVIDED IS CRITICAL TO THE LONG-TERM OPERATION AND FINANCIAL STABILITY OF THE FACILITY. WHEN APPROPRIATE, THE VILLAGE PROVIDES FOR CONTINUING CARE OF THE VILLAGE RESIDENTS WHEN THEIR FINANCIAL RESOURCES TO PAY HAVE BEEN REDUCED DUE TO CIRCUMSTANCES BEYOND THEIR CONTROL. DURING THE CURRENT YEAR, THE VILLAGE PROVIDED $83,200 OF DIRECT CHARITY CARE WRITE-OFFS. THE VILLAGE ALSO PROVIDES RESIDENTS ACCESS TO SHREDDING SERVICES (SECURE DOCUMENT DISPOSAL) TO REDUCE THE RISK OF IDENTITY THEFT AND LOSS OF PRIVACY AND/OR PROPERTY.SOCIAL ACCOUNTABILITY - IN ADDITION TO PROVIDING HOUSING, HEALTHCARE, AND FINANCIAL SECURITY TO THE VILLAGE RESIDENTS, AS A NOT-FOR-PROFIT ORGANIZATION, THE VILLAGE ALSO PROVIDES OR SPONSORS PROGRAMS AND SERVICES FOR THE BENEFIT OF THE GREATER COMMUNITY. LOCAL NOT-FOR-PROFIT ORGANIZATION SPONSORSHIPS AND UNDERWRITING INCLUDE:EAST CENTRAL NURSING COLLABORATIVE-LIFESTREAM AND INDIANA STATE DEPARTMENT OF HEALTH - HOST SITE FOR MEETINGSINDIANA ACTIVITY DIRECTOR'S ASSOCIATION - HOST SITE OF QUARTERLY MEETINGSHEALTHY COMMUNITY ALLIANCE PARTNER ORGANIZATIONACADEMY FOR COMMUNITY LEADERSHIP - HOST SITE FOR MEETINGVARIOUS SENIOR CLUBS - HOST SITESPONSOR MUNCIE MISSION 1 FUNDRAISERSPONSOR LEGACY AWARD CHAMBER GALASPONSOR MUNCIE SYMPHONY HOLIDAY CONCERTSPONSOR MUNCIE CIVIC THEATRE PROGRAMTHE RESIDENTS' ASSOCIATION OF WESTMINSTER VILLAGE IS PROVIDED SPACE BY WESTMINSTER VILLAGE TO FURTHER THEIR PURPOSE AND ACTIVITIES. SOME OF THE ASSOCIATION ACTIVITIES INCLUDE: 1)PROVIDING TUITION ASSISTANCE GRANTS TO ENCOURAGE WESTMINSTER VILLAGE EMPLOYEES TO CONTINUE THEIR EDUCATION AT ACCREDITED INSTITUTIONS OF HIGHER LEARNING, 2)OPERATING A RESALE SHOP OFFERING ITEMS TO EMPLOYEES, RESIDENTS AND VISITORS AT AN AFFORDABLE PRICE, 3)MAINTAINING A MEMORIAL GARDEN TO HONOR DECEASED RESIDENTS WHO LIVED AT WESTMINSTER VILLAGE, 4)CONDUCTING THE SUNDAY VESPERS SERVICE, 5)PROVIDING ACTIVITIES TO HELP SUPPORT AND ENCOURAGE THOSE WHO LIVE IN OUR COMMUNITY, AND 6)OFFERING FINANCIAL ASSISTANCE TO OTHER CHARITABLE ORGANIZATIONS.AS THE ONLY NOT-FOR-PROFIT CONTINUING CARE RETIREMENT COMMUNITY IN THE AREA AND THE ONLY NOT-FOR-PROFIT FACILITY IN DELAWARE COUNTY, WE HAVE TAKEN THE LEAD ROLE IN ORGANIZING, PROMOTING AND COORDINATING A MONTHLY HEALTH FACILITIES ADMINISTRATORS MEETING FOR 30 LONG-TERM CARE AND ASSISTED LIVING FACILITIES. THE PURPOSE OF THE MONTHLY ADMINISTRATORS MEETING IS TO EDUCATE AND INFORM ADMINISTRATORS AND OTHER STAFF MEMBERS ABOUT CURRENT ISSUES FACING ALL FACILITIES. THESE MEETINGS ARE INTENDED TO IMPROVE THE QUALITY OF LIFE FOR ALL RESIDENTS OF ALL PARTICIPATING FACILITIES. 15759063 1 1 0 0 0 0 0 1 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 23 0 1 344 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IN X X DUSTIN JONES 7652882155 5801 W BETHEL AVENUE MUNCIE IN 47304 JANICE CRAIG DIRECTOR 1.00 X 0 0 0 JOHN LITTLER CHAIRMAN 1.00 X X 0 0 0 JERRY CHILDS TREASURER 1.00 X X 0 0 0 JAN ABBS DIRECTOR 1.00 X 0 0 0 DEBBIE FEICK DIRECTOR 1.00 X 0 0 0 ANDREW DAWSON DIRECTOR 1.00 X 0 0 0 ERIC SCHERRER DIRECTOR 1.00 X 0 0 0 JAY MATCHETT DIRECTOR 1.00 X 0 0 0 RON FAUQUHER VICE CHAIRMAN 1.00 X X 0 0 0 MARK ERVIN DIRECTOR 1.00 X 0 0 0 MAGI SIKORA SECRETARY 1.00 X X 0 0 0 MIKE GALLIHER DIRECTOR 1.00 X 0 0 0 MARY JO CRUTCHER PRESIDENT 60.00 X 171140 0 4901 DUSTIN JONES CHIEF FINANCIAL OFFICER 40.00 X 126119 0 9931 297259 0 14832 2 0 1 0 GORDON FOOD SERVICE 342 GORDON INDUSTRIAL DR SHEPARDSVILLE KY 40165 FOOD DISTRIBUTOR 743752 SYNCHRONY REHAB 2701 CHESTNUT COURT LOUISVILLE KY 40299 REHABILITATION SERVICES 658457 DELTEC INFORMATION SOLUTIONS 201 WEST ONTARIO DRIVE MUNCIE IN 47303 IT SERVICES 174837 OMNICARE INCORPORATION PO BOX 78000 DETROIT MI 48278 HEALTHCARE PROVIDER 173904 MATRIXCARE PO BOX 1414 MINNEAPOLIS MN 55480 HEALTHCARE PROVIDER 109688 5 118827 118827 RESIDENT AND HEALTH CARE 623000 15128558 15128558 OTHER RESIDENT REVENUE 623000 39731 39731 15168289 118287 118287 645712 300 456278 7946 189434 -7646 181788 -7646 189434 15587191 15160643 0 307721 327931 327931 8648519 8058648 589871 205425 190939 14486 567115 517098 50017 674438 606482 67956 750 750 32625 32625 944405 843625 100780 113681 113681 39282 9075 30207 3235 669 2566 614771 580344 34427 1768078 1669066 99012 375420 354395 21025 REPAIRS AND MAINTENANCE 959092 919461 39631 RAW FOOD 750324 750324 UTILITIES 702069 662753 39316 NURSING AND MEDICAL SUP 296839 296839 343024 299345 43679 17367023 15759063 1607960 0 700019 332493 597381 185372 1139169 1148406 137535 123199 161907 234497 47402845 31944520 15953707 15458325 4126892 4094437 264229 220836 23080839 21797565 1023226 1141843 432770 388397 14345817 13875945 10344 714090 15812157 16120275 X 7218682 5627290 50000 50000 7268682 5677290 23080839 21797565 X -1779832 231833 -43393 X X 0 1 X 1 0 X 517910 2135959 510021 3149512 118827 6432229 13703934 12668906 13126975 13956051 15128558 68584424 14221844 14804865 13636996 17105563 15247385 75016653 0 0 0 75016653 57412 47766 50368 49386 118287 323219 57412 47766 50368 49386 118287 323219 14279256 14852631 13687364 17154949 15365672 75339872 0.99570 0.99620 0.00430 0.00380 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 0 50000 50000 50000 50000 50000 50000 50000 50000 50000 50000 1.00000 0 0 339259 339259 37578416 25055188 12523228 8142652 5776510 2366142 1342518 1112822 229696 15458325 CAPITAL LEASE LIABILITY 714090 714090 15923776 231833 104752 336585 15587191 0 15587191 17471775 104752 104752 17367023 0 17367023 PART III, LINE 4: IN FISCAL YEAR 2012, THE VILLAGE RECEIVED A DONATION OF ARTWORK. THE ARTWORK IS DISPLAYED FOR THE ENJOYMENT OF THE RESIDENTS. 0 0 0 0 0 0 0 0 0 MARY JO CRUTCHER PRESIDENT 171140 0 0 0 0 0 3735 0 1166 0 176041 0 0 0 A INDIANA FINANCE AUTHORITY 351602316 2014-09-30 17000000 EXPANSION OF FACILITY AND REMODEL OF EXISTING FACILITY 0 0 0 A 17000000 340000 17000000 0 0 1 1 A 0 0 0 0 0 0 0 A 0 1 0 0 1 1 FIRST MERCHANTS BANK 12.000000000000 0 0 0 0 0 A 0 FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS PREPARED BY OUR CPA FIRM. THE CFO (WHO IS ALSO A CPA) THEN REVIEWS THE RETURN. A COPY IS ALSO GIVEN TO ALL BOARD MEMBERS, INCLUDING THE TREASURER, TO REVIEW. THE ORGANIZATION HAS AN AUDIT AND FINANCE COMMITTEE THAT IS RESPONSIBLE FOR OVERSIGHT. THE BOARD OF DIRECTORS MEETS BI-MONTHLY RECEIVING UPDATES FROM MANAGEMENT ON FINANCES, CENSUS, QUALITY MEASURES, CORPORATE COMPLIANCE OVERSIGHT, OPERATIONS AND FUTURE PLANNING. ON NON-MEETING MONTHS THE BOARD IS UPDATED ON FINANCES, CENSUS AND OPERATIONS IN WRITTEN FORM. THE BOARD OF DIRECTORS IS COMPRISED OF MEMBERS OF THE LOCAL COMMUNITY WITH THE FOLLOWING EXPERTISE: LEGAL, FINANCIAL/ACCOUNTING, BUSINESS MANAGEMENT, FACILITIES MANAGEMENT, TECHNOLOGY, PERSONNEL, MEDICAL, COMMUNITY, WELLNESS AND GERONTOLOGY. FORM 990, PART VI, SECTION B, LINE 12C THE CHAIRMAN OF THE BOARD IS PROVIDED A SCHEDULE OF ALL DIRECTORS' CONFLICTS OF INTEREST STATEMENTS PRIOR TO EACH BOARD MEETING FOR THEIR REVIEW. EACH DIRECTOR AND KEY EMPLOYEE COMPLETES A CONFLICT OF INTEREST STATMENT ANNUALLY. ALL BOARD MEMBERS ARE REQUIRED TO REVIEW AND SIGN A CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS. IF A POSSIBLE CONFLICT OF INTEREST DOES ARISE, THE ISSUE IS VOTED ON ONLY BY MEMBERS THAT DO NOT HAVE A PERSONAL INTEREST IN THE OUTCOME. FORM 990, PART VI, SECTION B, LINE 15 COMPARABLE SALARY DATA FOR SIMILAR POSITIONS, INDEPENDENTLY COMPILED BY AND PROVIDED BY LEADING AGE INDIANA AND LEADING AGE (NATIONAL), IS REVIEWED BY THE PERSONNEL COMMITTEE OF THE BOARD OF DIRECTORS FOR THE PRESIDENT, VICE PRESIDENT, AND FIVE OTHER TOP MANAGEMENT POSITIONS TO DETERMINE FAIR MARKET, REASONABLE COMPENSATION. SALARY AMOUNTS ARE THEN BASED UPON THIS SURVEY INFORMATION, AS WELL AS THE INDIVIDUAL'S EXPERIENCE, PERFORMANCE, LONGEVITY, AND THE ACCOMPLISHMENTS OF THE MANAGEMENT TEAM DURING THE PAST YEAR, IN ADDITION TO THE RESULTS OF THE ORGANIZATION'S OPERATIONS. THE BOARD OF DIRECTORS HAS FINAL APPROVAL AUTHORITY OVER THE SEVEN KEY EMPLOYEE POSITIONS. OTHER EMPLOYEES PAY RATES ARE DETERMINED BY INDIVIDUAL EVALUATIONS, PERFORMANCE, LONGEVITY AND LOCAL MARKET PAY RATES FOR SIMILAR POSITIONS. EACH RESPECTIVE SUPERVISOR/MANAGER RECOMMENDS INDIVIDUAL PAY RATES WHICH ARE THEN REVIEWED/APPROVED BY EITHER THE PRESIDENT OR VICE PRESIDENT. FORM 990, PART VI, SECTION C, LINE 19 A PUBLIC INSPECTION FILE IS MAINTAINED BY THE ORGANZATION SHOULD ANYONE REQUEST THIS INFORMATION. THE ORGANIZATION'S FORM 990 IS ALSO ON THE GUIDESTAR WEBSITE (WWW.GUIDESTAR.ORG) THE ORGANIZATION IS A CONTINUING CARE RETIREMENT COMMUNITY REGISTERED WITH THE SECURITIES DIVISION OF THE INDIANA SECRETARY OF STATE AS REQUIRED, THE ORGANZATION COMPLETES AND SUBMITS AN ANNUAL DISCLOSURE STATEMENT WITH THEIR OFFICE, WHICH INCLUDES THE PAST 3 YEARS ANNUAL AUDITED FINANCIAL STATEMENTS, IN ADDITION TO OTHER REQUIRED INFORMATION. THIS DISCLOSURE STATEMENT IS GIVEN TO ALL NEW RESIDENTS, AS WELL AS ANYONE REQUESTING A COPY. FORM 990, PART XI, LINE 9: UNREALIZED GAIN ON INTEREST RATE SWAP -43,393. PART XII, LINE 2C NO CHANGE IN THE AUDIT OVERSIGHT PROCESS FROM PRIOR YEARS. THE AUDIT COMMITTEE ASSUME RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT.