2023-01-12T14:45:09-06:00 2021-12-31 593070669 MSL PA 255 S ORANGE AVENUE SUITE 600 ORLANDO FL 32801 990 2021-01-01 591005403 MEASE LIFE INC F/K/A MEASE MANOR INC MEAS 7277383000 700 MEASE PLAZA DUNEDIN FL 34698 KENT MCRAE PRESIDENT AND CEO 7277383000 2023-01-12 1 KENT MCRAE 999009999 VICKI L HINZ CPA P00356696 4077405400 3 AAL1 IAL1 2021 2023-03-07 01:45:13Z KENT MCRAE 700 MEASE PLAZA DUNEDIN FL 34698 18420251 0 X WWW.MEASELIFE.COM X 1961 FL QUALITY RESIDENTIAL, ASSISTED AND SKILLED NURSING SERVICES AT A FAIR COST. 12 12 259 160 0 0 704051 1686806 17627663 16733157 45982 288 0 0 18377696 18420251 0 0 0 0 10431766 9652291 0 0 0 10559326 11078233 20991092 20730524 -2613396 -2310273 30692049 37393851 17689112 26701187 13002937 10692664 MEASE LIFE, INC.'S MISSION IS TO BE A LIFE PLAN COMMUNITY KNOWN FOR IMPECCABLE RESIDENT SERVICE AND CARE. WITH PURPOSE AND PASSION, THE ORGANIZATION ENHANCES THE QUALITY OF LIFE OF THE INDIVIDUALS SERVED. 0 0 5222945 4762094 THE ACACIA AT MEASE LIFE IS A LICENSED, 108 UNIT ASSISTED LIVING FACILITY AT MEASE LIFE AND THE MAGNOLIA AT MEASE LIFE IS A 32 UNIT (36 BEDS) LICENSED ASSISTED LIVING FACILITY, ARE ESPECIALLY DEVELOPED FOR SENIORS WHOSE INDEPENDENCE MAY BE ENHANCED THROUGH ADDITIONAL PERSONAL SERVICES. IT IMPROVES ITS RESIDENTS' QUALITY OF LIFE BY PROVIDING SPECIFIC SERVICES TO MEET INDIVIDUAL NEEDS. THE ACACIA AT MEASE LIFE IS DESIGNED IN A RESIDENTIAL STYLE WHERE RESIDENTS ENJOY PRIVATE APARTMENTS, SOCIAL OPPORTUNITIES, AND THE VAST RESOURCES OF THE MEASE LIFE CAMPUS. 5940466 5416304 THE OAKS AT MEASE LIFE IS A 191 UNIT INDEPENDENT LIVING FACILITY WITH MANY RESOURCES AVAILABLE TO ITS RESIDENTS. RESIDENCY AT MEASE MANOR INCLUDES A PACKAGE OF MONTHLY SERVICES DESIGNED TO COMPLEMENT A WIDE VARIETY OF INTERESTS AND LIFESTYLES. RESIDENTS ARE OFFERED A CHOICE OF TWO RESIDENCY AGREEMENTS: "MEMBERSHIP AGREEMENT", WHICH OFFERS LIFETIME RESIDENCY AT MEASE LIFE, AND "ANNUAL LEASE PROGRAM", WHICH OFFERS A STANDARD YEARLY LEASE AND DOES NOT REQUIRE A MEMBERSHIP FEE. BOTH CHOICES INCLUDE ACCESS TO ON-SITE HEATH CARE, IF NEEDED. 5927095 5404113 THE CEDAR AT MEASE LIFE, IS THE 100 BED SKILLED NURSING PROGRAM LOCATED AT MEASE LIFE. ITS SERVICES INCLUDE LONG-TERM CARE AND SHORT-TERM REHABILITATION THERAPY. MEASE CONTINUING CARE PROVIDES QUALITY SKILLED NURSING CARE IN A HOME-LIKE SETTING. ITS GOAL IS TO ENHANCE THE DIGNITY AND PERSONAL POTENTIAL OF EACH RESIDENT. 1262109 1150746 1262109 1150746 18352615 1 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 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 1 1 0 0 0 1 18 0 1 259 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 X ROBERT KELLY 7277383209 700 MEASE PLAZA DUNEDIN FL 34698 KENT MCRAE CEO/PRESIDENT 40.00 X X 258020 0 50043 ROBERT KELLY V.P. OF FINANCE 40.00 X X 115948 0 6002 JENNIFER BULLOCK V.P. OF HEALTH SERVICES 40.00 X X 102988 0 9292 JULIE MOSER V.P. OF HUMAN RESOURCES 40.00 X X 94420 0 24484 SHEREE BROADHURST V.P. OF MARKETING & BUSINESS DEV. 40.00 X X 84040 0 4362 BRUCE LIVINGSTON CHAIRMAN 3.00 X X 0 0 0 MARY BETH CARROLL VICE CHAIR 3.00 X X 0 0 0 KEVIN DONAHUE TREASURER 3.00 X X 0 0 0 STACY GALIK SECRETARY 3.00 X X 0 0 0 JUDEE BAVARIA TRUSTEE 3.00 X X 0 0 0 BILL FRANCISCO TRUSTEE 3.00 X X 0 0 0 JEFFREY BECK TRUSTEE 3.00 X X 0 0 0 CHARLES GAMBLE TRUSTEE 3.00 X X 0 0 0 DEBORAH KYNES TRUSTEE 3.00 X X 0 0 0 LINDA CHAMBERLAIN TRUSTEE 3.00 X X 0 0 0 MEL ORA TRUSTEE 3.00 X X 0 0 0 SALLIE PARKS EX OFFICIO 3.00 X X 0 0 0 655416 0 94183 5 0 1 0 ALL AROUND REMODELING LLC 1932 LA GRANDE DRIVE DUNEDIN FL 34698 APARTMENT REMODELING SERVICES 4224894 UNIDINE CORPORATION 1000 WASHINGTON STREET SUITE 510 BOSTON MA 02118 DINING SERVICES - LABOR/FOOD/SUPPLIES 3877067 SUFFOLK CONSTRUCTION CO INC 615 CHANNELSIDE DRIVE SUITE 102 TAMPA FL 33602 CONSTRUCTION OF RESORT-STYLE POOL 812293 FUNCTIONAL PATHWAYS 10133 SHERRILL BLVD STE 200 KNOXVILLE TN 37932 REHAB AND THERAPY PROVIDER 466509 TANDEM SENIOR LIVING ADVISORS 1552 UNION ROAD STE A GASTONIA NC 28054 CONSULTING 298080 24 1686806 1686806 INDEPENDENT LIVING SERVICES 623000 5416304 5416304 ASSISTED LIVING SERVICES 623000 5404113 5404113 HEALTHCARE SERVICE REVENUE 621400 4762094 4762094 EARNED ENTRANCE FEES 623000 792793 792793 OTHER RESIDENT REVENUE 623000 357853 357853 16733157 188 188 100 0 100 100 100 18420251 16733257 0 188 X 752660 376330 376330 6884179 6578778 305401 83038 75625 7413 1408196 1285639 122557 524218 477422 46796 21876 21876 57779 57779 3497822 3052411 445411 168357 10942 157415 306817 118498 188319 271576 113046 158530 1875403 1841705 33698 17802 10826 6976 186067 182724 3343 2070351 1954580 115771 549124 500104 49020 FOOD 1368266 1330345 37921 SUPPLIES 524870 443640 81230 DEBT REFINANCING 144542 144542 COLLATERAL MATERIAL 17287 17287 294 294 20730524 18352615 2377909 0 7005226 4337774 1089443 1104965 178566 142556 367365 442325 42049674 21657852 17203546 20391822 3141519 8955807 1706384 2018602 30692049 37393851 1644086 2098334 4886675 4075565 9745571 20108821 1145185 0 267595 418467 17689112 26701187 X 13002937 10692664 13002937 10692664 30692049 37393851 -2310273 0 X X 0 1 X 1 0 X 73128 704051 1686806 2463985 21739746 20704981 19992490 17627663 16733157 96798037 21739746 20778109 19992490 18331714 18419963 99262022 0 0 0 99262022 18356 69363 156537 45982 188 290426 18356 69363 156537 45982 188 290426 341901 361811 375482 1079194 22100003 21209283 20524509 18377696 18420151 100631642 0.98640 0.98370 0.00290 0.00280 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 1096895 1096895 33723315 17843721 15879594 7208427 3814131 3394296 21037 21037 20391822 MONEY MARKET FUNDS 8955807 F 8955807 RESIDENT DEPOSITS 380967 REFUNDABLE ENTRANCE FEES 37500 418467 X 18420251 0 18420251 0 18420251 20585982 0 20585982 144542 144542 20730524 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE ("IRC"); ACCORDINGLY, NO INCOME TAX LIABILITY OR PROVISION FOR INCOME TAXES IS REFLECTED IN THE FINANCIAL STATEMENTS. THE IRC PROVIDES FOR TAXATION OF CERTAIN UNRELATED BUSINESS INCOME. THE ORGANIZATION DOES NOT HAVE MATERIAL TAXABLE UNRELATED BUSINESS INCOME. AS OF DECEMBER 31, 2020, WITH CERTAIN STATUTORY EXCEPTIONS, THE ORGANIZATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL OR STATE TAXING AUTHORITIES FOR ANY TAX YEARS BEFORE THE TAX YEAR ENDED DECEMBER 31, 2017. PART XII, LINE 4B - OTHER ADJUSTMENTS: DEBT REFINANCING 144,542. X X 0 0 0 0 0 0 0 0 0 KENT MCRAE CEO/PRESIDENT 243716 0 9455 0 4849 0 45443 0 4600 0 308063 0 0 0 A PINELLAS COUNTY HEALTH FACILITIES AUTHORITY 592384219 2013-07-24 12700000 SEE SUPPLEMENTAL INFORMATION 1 0 0 B PINELLAS COUNTY HEALTH FACILITIES AUTHORITY 592384219 2021-12-23 21005000 SEE SUPPLEMENTAL INFORMATION 0 0 0 A 12700000 12700000 1585000 213580 10745423 155997 2016 1 0 1 1 B 9326708 20732985 1411866 556164 8394154 1044093 1 0 1 1 A 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 A 0 0 0 1 1 0 0 0 0 B 0 0 0 1 1 0 0 0 0 A 1 B 1 DATE REBATE COMPUTATION PERFORMED ISSUER NAME: PINELLAS COUNTY HEALTH FACILITIES AUTHORITY DATE THE REBATE COMPUTATION WAS PERFORMED: 07/24/2018 SCHEDULE K, PART I, ROW A, COLUMN (F) IN JULY 2013, THE ORGANIZATION ISSUED, THROUGH THE PINELLAS COUNTY HEALTH FACILITIES AUTHORITY, SERIES 2013 REVENUE REFUNDING BONDS (THE "SERIES 2013 BONDS"). THE PROCEEDS OF THE SERIES 2013 BONDS WERE USED TO (A) FINANCE THE CONSTRUCTION OF THE ORGANIZATION'S MEMORY CARE CENTER, (B) REFUND A PREVIOUS BOND ISSUE, AND (C) PAY THE COSTS OF ISSUANCE OF THE SERIES 2013 BONDS. SCHEDULE K, PART I, ROW B, COLUMN (F) IN DECEMBER 2021, THE ORGANIZATION ISSUED, THROUGH THE PINELLAS COUNTY HEALTH FACILITIES AUTHORITY, THE SERIES 2021 HEALTH CARE FACILITIES REFUNDING AND REVENUE BONDS (THE "SERIES 2021 BONDS"). THE PROCEEDS OF THE SERIES 2021 BONDS WERE USED TO (A) REPAY THE OUTSTANDING BALANCE OF THE SERIES 2013 BONDS AND THE COMMERCIAL LOAN, (B) REIMBURSE THE ORGANIZATION FOR CERTAIN PREVIOUSLY INCURRED CAPITAL IMPROVEMENTS, (C) FUND CERTAIN TRUST RESERVES, AND (D) PAY THE COSTS OF ISSUANCE OF THE SERIES 2021 BONDS. FORM 990, PART VI, SECTION B, LINE 11B THE CHIEF EXECUTIVE OFFICER AND CHIEF FINANCE OFFICER CONDUCT A COMPLETE REVIEW OF THE FORM 990 BEFORE IT IS FILED WITH THE IRS. IN ADDITION, A COPY IS PROVIDED TO EACH VOTING MEMBER OF THE BOARD OF TRUSTEES. THE BOARD OF TRUSTEES HAVE THE OPPORTUNITY TO SUBMIT QUESTIONS TO THE CHIEF EXECUTIVE OFFICER AND CHIEF FINANCE OFFICER BEFORE THE RETURN IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S CONFLICT OF INTEREST POLICY COVERS ALL OFFICERS, DIRECTORS, TRUSTEES AND KEY EMPLOYEES. ALL EMPLOYEES SIGN A CONFLICT OF INTEREST STATEMENT UPON HIRE. ALL TRUSTEES SIGN AN ANNUAL CONFLICT OF INTEREST STATEMENT. THE BOARD OF TRUSTEES MONITORS AND ENFORCES COMPLIANCE WITH THE POLICY AND IDENTIFIES ALL CONFLICTS THROUGH THE ANNUAL DISCLOSURE PROCESS. OFFICERS, TRUSTEES AND KEY EMPLOYEES ARE ALLOWED TO PARTICIPATE IN DISCUSSIONS REGARDING ISSUES FROM WHICH CONFLICTS OF INTEREST ARISE, BUT ARE NOT PERMITTED TO ADVOCATE FOR OR VOTE ON THOSE ISSUES. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE, WHICH IS COMPRISED OF INDEPENDENT MEMBERS OF THE BOARD OF TRUSTEES, REVIEWS AND APPROVES THE COMPENSATION OF THE CHIEF EXECUTIVE OFFICER AND OTHER TOP MANAGEMENT STAFF USING COMPARABILITY DATA FROM THE CONTINUING CARE RETIREMENT COMMUNITY SALARY AND BENEFITS REPORT ISSUED BY LEADING AGE, FORMERLY AMERICAN ASSOCIATION OF HOMES AND SERVICES FOR THE AGING (AAHSA). THE CHIEF EXECUTIVE OFFICER USES THE SAME DATA FOR DETERMINING THE SALARIES FOR THE OTHER TOP MANAGEMENT STAFF. THE PROCESS FOR REVIEWING AND APPROVING COMPENSATION IS DOCUMENTED IN THE BOARD OF TRUSTEES' MINUTES AND THE TRUSTEES ARE GIVEN COPIES OF THE SCHEDULES USED TO DETERMINE THE CHIEF EXECUTIVE OFFICER'S SALARY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. FORM 990, PART IX, LINE 11G CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 2,154,559. MANAGEMENT AND GENERAL EXPENSES 445,411. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,599,970. MEDICAL SERVICES: PROGRAM SERVICE EXPENSES 897,852. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 897,852. FORM 990, PART XII, LINE 2C, OVERSIGHT OF AUDIT THE FINANCE COMMITTEE OF THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THE FINANCE COMMITTEE'S OVERSIGHT AND SELECTION PROCESS IS SUBJECT TO THE BOARD OF TRUSTEES' APPROVAL. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. MEASE LIFE SERVICES INC 700 MEASE PLAZA DUNEDIN FL 34698 800571702 DORMANT FL 501(C)(3) LINE 7 MEASE LIFE INC 1 MEASE LIFE SERVICES MANAGEMENT LLC 700 MEASE PLAZA DUNEDIN FL 34698 462603217 DORMANT FL 501(C)(3) LINE 7 MEASE LIFE SERVICES INC 1 MEASE MANOR RESIDENTS FOUNDATION INC 700 MEASE PLAZA DUNEDIN FL 34698 592437006 SUPPORT RESIDENTS OF MEASE MANOR, INC. FL 501(C)(3) PF N/A 0 MEASE LIFE SERVICES EMPLOYMENT SERVICES LLC 700 MEASE PLAZA DUNEDIN FL 34698 462610403 DORMANT FL 501(C)(3) LINE 7 MEASE LIFE SERVICES INC 1 MEASE LIFE SERVICES TRANSPORTATION LLC 700 MEASE PLAZA DUNEDIN FL 34698 462625509 DORMANT FL 501(C)(3) LINE 7 MEASE LIFE SERVICES INC 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0