2023-11-13T20:27:13-06:00 2022-12-31 410746749 CLIFTONLARSONALLEN LLP 8215 GREENWAY BOULEVARD SUITE 600 MIDDLETON WI 53562 990 2022-01-01 390942151 METHODIST MANOR INC METH 4146074100 3023 S 84TH STREET WEST ALLIS WI 53227 LINDA NEWBERRY-FERGUSON CEO 4146074100 2023-11-06 1 LINDA NEWBERRY-FERGUSON 999009999 0 KIMBERLY ANDERSON P00188889 6086628600 2023-11-06 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z PALMER HOUSE LINDA NEWBERRY-FERGUSON 3023 S 84TH STREET WEST ALLIS WI 53227 13372550 0 X VMPCARES.COM X 1956 WI THE CORPORATION IS DEDICATED TO PROVIDING A FULL RANGE OF CARE AND SERVICES FOR OLDER ADULTS THAT RESPECTS EACH INDIVIDUAL'S PERSONAL, PHYSICAL AND SPIRITUAL NEEDS. THESE NEEDS ARE MET THROUGH INDIVIDUALLY-TAILORED SERVICES DELIVERED BY A SKILLED AND CARING STAFF COMMITTED TO PROVIDING HIGH-QUALITY, COST-EFFECTIVE CARE. OUR MISSION IS ENHANCED BY WORKING WITH COMMUNITY PARTNERS. WE DO THIS IN HARMONY WITH OUR CHRISTIAN TRADITION IN AN ENVIRONMENT THAT CONTINUALLY CHALLENGES ITS MEMBERS TO EXCEL AND A STRUCTURE THAT ENCOURAGES GROWTH, RESEARCH, AND WISE USE OF RESOURCES. 8 8 525 8 0 0 355055 277203 7644364 8076116 1878474 -884466 3536690 0 13414583 7468853 0 0 0 0 8857943 9932242 0 0 0 -1771422 210246 7086521 10142488 6328062 -2673635 19270871 16529878 20288992 20438351 -1018121 -3908473 X METHODIST MANOR , INC. PROVIDES A FULL RANGE OF SENIOR HEALTHCARE FOR RESIDENTS OF THE COMMUNITY IN ACCORDANCE WITH OUR CHRISTIAN VALUES. METHODIST MANOR, INC. IS COMPRISED OF PALMER HOUSE, A 131 UNIT ASSISTED LIVING FACILITY, AND WESLEY PARK, A 263 UNIT INDEPENDENT LIVING FACILITY. 0 0 4279213 4259057 PALMER HOUSE - PROVIDE ASSISTED LIVING SERVICES TO RESIDENTS IN A 131 UNIT FACILITY AS PART OF A CONTINUUM OF CARE FOR SENIORS. 3236181 3817059 WESLEY PARK - PROVIDE INDEPENDENT LIVING FACILITIES TO RESIDENTS IN A 263 UNIT FACILITY AS PART OF A CONTINUUM OF CARE FOR SENIORS AND PROVIDE PROGRAMS FOR RESIDENTS THROUGH A SENIOR CENTER. 7515394 1 1 0 0 0 0 0 0 0 0 1 1 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 39 0 1 525 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 WI X LINDA NEWBERRY-FERGUSON 4146074100 3023 S 84TH STREET WEST ALLIS WI 53227 DAVID AFFELDT CHAIRMAN OF THE BOARD 1.00 4.00 X 0 0 0 RICK KELLER BOARD MEMBER 1.00 3.00 X 0 0 0 SUSAN RABE BOARD MEMBER 1.00 3.00 X 0 0 0 DR SARFRAZ SIDHU BOARD MEMBER 1.00 3.00 X 0 0 0 DAN PLATTEN BOARD MEMBER 1.00 3.00 X 0 0 0 JOHN DIRSKE BOARD MEMBER 1.00 3.00 X 0 0 0 TRACEY KLEIN BOARD MEMBER 1.00 3.00 X 0 0 0 REVEREND SAM ROYAPPA BOARD MEMBER 1.00 3.00 X 0 0 0 JEDD LAPID FORMER PRESIDENT OF FOUNDATION 32.00 8.00 X X 144999 0 0 DYLAN MANN CFO 32.00 8.00 X 202394 0 0 LINDA NEWBERRY-FERGESON PRESIDENT AND CEO 32.00 8.00 X 274648 0 0 BRENDA CALHOUN CHIEF CLINICAL OFFICER 32.00 8.00 X 183700 0 0 TRUDY HOOYMAN FORMER DIRECTOR OF HR 40.00 0.00 X 107409 0 0 MATTHEW ROMANO CIO 32.00 8.00 X 138406 0 0 HAZZLEY THOMAS LPN 40.00 0.00 X 145894 0 0 RYCLANAH BABUK RN SUPERVISOR 40.00 0.00 X 100890 0 0 MONICA JOHNSON LPN SUPERVISOR 40.00 0.00 X 129772 0 0 JENNIFER KLAR EXECUTIVE DIRECTOR OF BUSINESS DEVELOPMENT 40.00 0.00 X 111075 0 0 ISATA SHERIFF RN SUPERVISOR 40.00 0.00 X 127843 0 0 1667030 0 0 13 0 1 0 MATRIXCARE 11575 HERON BAY BLVD CORAL SPRINGS FL 33076 CONTACTOR - EMR 139428 CLIFTONLARSONALLEN LLP PO BOX 775351 CHICAGO IL 60677 AUDITORS 122407 BERGHAMMER CONSTRUCTION 4750 N 132ND STREET BUTLER WI 53007 CONSTRUCTION 120610 3 277203 277203 NET SERVICE REVENUE 623000 5220966 5220966 MEDICARE/MEDICAID PAYMENTS 623000 1145141 1145141 MAINTENANCE FEES 623000 918619 918619 OTHER OPERATING REVENUE 623000 517698 517698 ENTRANCE FEES 623000 273692 273692 8076116 107092 107092 4912139 5903697 -991558 -991558 -991558 7468853 8076116 0 -884466 8231108 6265815 1965293 120851 120851 1108845 1108845 471438 471438 5845 5845 120000 120000 29665 29665 684705 656790 27915 107170 21664 85506 370713 156459 214254 1099529 1019033 80496 26847 26610 237 22936 290 22646 569042 569042 952488 952488 407939 407939 FUTURE SERVICE OBLIGATI 995039 995039 FOOD 907512 906112 1400 OTHER EXPENSES AND SUPP 246450 202384 44066 EQUIPMENT RENTAL AND RE 129314 69878 59436 -6464948 -6464948 10142488 7515394 2627094 0 639794 541800 113572 113638 102564 104655 373375 197669 47499135 40815823 6519487 6683312 6097747 1915812 5424332 6972992 19270871 16529878 1328957 1849004 1408985 1135293 11430808 11078110 1513320 587884 4606922 5788060 20288992 20438351 X -1018121 -3908473 -1018121 -3908473 19270871 16529878 -2673635 -216717 0 X 0 1 X 1 1 1 X 61966 846 383850 355055 277203 1078920 11260056 10877913 9790859 7644364 8076116 47649308 11322022 10878759 10174709 7999419 8353319 48728228 0 0 0 48728228 162121 223780 219963 1878474 -884466 1599872 162121 223780 219963 1878474 -884466 1599872 45508 119950 3536690 3702148 11529651 11102539 10514622 13414583 7468853 54030248 0.90190 0.89420 0.02960 0.04490 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 62633 62633 25367887 21763242 3604645 1818081 1479584 338497 19773253 17572997 2200256 477281 477281 6683312 INVESTMENTS LIMITED TO USE 1915812 F 1915812 RESIDENT DEPOSITS 18048 DUE FROM AFFILIATES 6896128 RIGHT-OF-USE ASSET 58816 6972992 DUE TO AFFILIATE 3618828 RESIDENT DEPOSITS 5307 REFUNDABLE DEPOSITS 234850 FUTURE SERVICE OBLIGATION 1870259 LEASE LIABILITIES 58816 5788060 1 X X X 1 0 0 0 0 0 0 0 0 LINDA NEWBERRY-FERGESON PRESIDENT AND CEO 274648 0 0 0 0 0 0 0 0 0 274648 0 0 0 DYLAN MANN CFO 202394 0 0 0 0 0 0 0 0 0 202394 0 0 0 BRENDA CALHOUN CHIEF CLINICAL OFFICER 183700 0 0 0 0 0 0 0 0 0 183700 0 0 0 PART I, LINE 3 A SURVEY IS COMPLETED TO SEE WHAT THE SALARIES IN THE AREA ARE AND SET RANGES BASED ON DECISIONS OF THE COMPENSATION COMMITTEE AND WHAT IS COMPETITIVE IN THE MARKET. PART I, LINE 4A NAME: JEDD LAPID, DESCRIPTION: FORMER PRESIDENT OF FOUNDATION, CURRENT YEAR AMOUNT: $26,110. PLAN DESCRIPTION: 10 WEEKS SEVERANCE FROM 10/21/2022 FORM 990, PART I, ITEM C DBA: WESLEY PARK FORM 990, PART VI, SECTION B, LINE 11B THE ACCOUNTING AND ADMINISTRATION MANAGEMENT REVIEW THE FORM 990 BEFORE IT IS SUBMITTED. IT IS AVAILABLE TO EACH BOARD MEMBER FOR THEIR REVIEW AFTER COMPLETION AND FILING. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS AND CERTAIN DIRECTORS, THROUGH COMMUNICATION WITH THE ACCOUNTING DEPT. REVIEW COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY AS PART OF THE CORPORATE COMPLIANCE PROCESS. FORM 990, PART VI, SECTION B, LINE 15 WHEN DETERMINING THE COMPENSATION OF THE ORGANIZATION'S TOP MANAGEMENT, RESPONSIBILITIES AND COMPETITIVE ENVIRONMENT ARE TAKEN INTER CONSIDERATION. HUMAN RESOURCES SURVEYS COMPARABLE ORGANIZATIONS AND THE REVIEW AND APPROVAL OF EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2022 FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE THESE DOCUMENTS AVAILABLE TO THE PUBLIC. THE VILLAGE AT MANOR PARK INC 3023 S 84TH STREET WEST ALLIS WI 53227 930840673 NOT-FOR-PROFIT MANAGEMENT CORPORATION WI 501(C)(3) LINE 12B, II N/A 0 METHODIST MANOR HEALTH CENTER INC 3023 S 84TH STREET WEST ALLIS WI 53227 391096121 SPECIALIZED CARE FACILITY, SPECIALIZED VENT UNIT WI 501(C)(3) LINE 10 VILLAGE AT MANOR PARK INC 0 METHODIST MANOR OF WAUKESHA INC 3023 S 84TH STREET WEST ALLIS WI 53227 391739567 HOSPICE WI 501(C)(3) LINE 10 VILLAGE AT MANOR PARK INC 0 VMP FOUNDATION INC 3023 S 84TH STREET WEST ALLIS WI 53223 510188458 CONTROL ASSETS FOR BENEFIT OF RELATED ORGANIZATIONS WI 501(C)(3) LINE 12A, I N/A 0 ANCHOR HOLDINGS INC 3023 S 84TH STREET WEST ALLIS WI 53227 391677564 HOLDING COMPANY WI N/A C 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 0 1 0