2023-11-20T10:48:08-06:00 2022-12-31 593070669 MSL PA 255 S ORANGE AVENUE SUITE 600 ORLANDO FL 32801 990 2022-01-01 591005403 MEASE LIFE INC F/K/A MEASE MANOR INC MEAS 7277383000 700 MEASE PLAZA DUNEDIN FL 34698 KENT MCRAE PRESIDENT AND CEO 7277383000 2023-11-20 1 KENT MCRAE 999009999 0 VICKI L HINZ CPA P00356696 4077405400 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z KENT MCRAE 700 MEASE PLAZA DUNEDIN FL 34698 20726343 0 X WWW.MEASELIFE.COM X 1961 FL QUALITY RESIDENTIAL, ASSISTED AND SKILLED NURSING SERVICES AT A FAIR COST. 11 11 250 150 0 0 1686806 0 16733157 20626748 288 99595 0 0 18420251 20726343 0 0 0 0 9652291 10731143 0 0 0 11078233 13664413 20730524 24395556 -2310273 -3669213 37393851 37011240 26701187 29987789 10692664 7023451 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 6421649 6014448 THE ACACIA AT MEASE LIFE IS A LICENSED, 102 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. 7100426 6650183 THE OAKS AT MEASE LIFE IS A 190 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. 7252523 6792635 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. THE CEDAR AT MEASE LIFE PROVIDES QUALITY SKILLED NURSING CARE IN A HOME-LIKE SETTING. ITS GOAL IS TO ENHANCE THE DIGNITY AND PERSONAL POTENTIAL OF EACH RESIDENT. 1248660 1169482 1248660 1169482 22023258 1 0 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 17 0 1 250 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 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 MARY BETH CARROLL CHAIRMAN 3.00 X X 0 0 0 KEVIN DONOGHUE TREASURER 3.00 X X 0 0 0 STACY GALIK SECRETARY 3.00 X X 0 0 0 BRUCE LIVINGSTON TRUSTEE 3.00 X 0 0 0 JUDEE BAVARIA TRUSTEE 3.00 X 0 0 0 BILL FRANCISCO TRUSTEE 3.00 X 0 0 0 JEFFREY BECK TRUSTEE 3.00 X 0 0 0 CHARLES GAMBLE TRUSTEE 3.00 X 0 0 0 DEBORAH KYNES TRUSTEE 3.00 X 0 0 0 LINDA CHAMBERLAIN TRUSTEE 3.00 X 0 0 0 MEL ORA TRUSTEE 3.00 X 0 0 0 KENT MCRAE CEO/PRESIDENT 40.00 X 262554 0 10046 ROBERT KELLY V.P. OF FINANCE 40.00 X 125332 0 12388 SHEREE CORDER V.P. OF MARKETING & BUSINE 40.00 X 156809 0 6046 JENNIFER BULLOCK V.P. OF HEALTH SERVICES 40.00 X 100113 0 12867 JULIE MOSER V.P. OF HUMAN RESOURCES 40.00 X 111118 0 21317 755926 0 62664 5 0 1 0 UNIDINE CORPORATION PO BOX 102289 ATLANTA GA 30368 DINING MANAGEMENT SERVICES 4595516 MOTY'S MULTI SERVICES LLC 12425 US HWY 19N CLEARWATER FL 33764 APARTMENT RENOVATIONS 1629709 FUNCTIONAL PATHWAYS ATTN PAYMENTS 10133 SHERRILL BLVD KNOXVILLE TN 37932 REHABILITATION COMPANY 597376 INTELYCARE INC PO BOX 200413 PITTSBURGH PA 152510413 MEDICAL TECHNOLOGY 472028 CARING COMMUNITIES 1850 WEST WINCHESTER RD SUITE 109 LIBERTYVILLE IL 60048 CONSULTING 392867 19 ASSISTED LIVING SERVICES 623000 6792635 6792635 INDEPENDENT LIVING SERVICES 623000 6650183 6650183 HEALTHCARE SERVICE REVENUE 621400 6014448 6014448 EARNED ENTRANCE FEES 623000 740627 740627 OTHER RESIDENT REVENUE 623000 428855 428855 20626748 99595 99595 20726343 20626748 0 99595 X 561326 280663 280663 8081910 7623311 458599 110899 101414 9485 1370839 1256087 114752 606169 554323 51846 88443 88443 47472 47472 4067935 3673392 394543 187627 450 187177 211119 116978 94141 262979 89108 173871 2286296 2245215 41081 20722 7926 12796 1524347 1496957 27390 2172732 2075175 97557 675975 618158 57817 FOOD 1500696 1457065 43631 SUPPLIES 522410 427036 95374 COLLATERAL MATERIAL 95239 95239 MISCELLANEOUS 421 421 24395556 22023258 2372298 0 4337774 3282690 1104965 1606346 142556 125075 442325 777771 44710920 23770996 20391822 20939924 8955807 8253629 2018602 2025805 37393851 37011240 2098334 2935923 4075565 6390780 20108821 20133698 418467 527388 26701187 29987789 X 10692664 7023451 10692664 7023451 37393851 37011240 -3669213 0 X X 0 1 X 1 0 X 73128 704051 1686806 0 2463985 20704981 19992490 17627663 16733157 20626748 95685039 20778109 19992490 18331714 18419963 20626748 98149024 0 0 0 98149024 69363 156537 45982 188 99595 371665 69363 156537 45982 188 99595 371665 361811 375482 737293 21209283 20524509 18377696 18420151 20726343 99257982 0.98880 0.98640 0.00370 0.00290 X 0 0 1096895 1096895 35967798 19628092 16339706 7591727 4142904 3448823 54500 54500 20939924 MONEY MARKET FUNDS 8253629 F 8253629 RESIDENT DEPOSITS 489888 REFUNDABLE ENTRANCE FEES 37500 527388 X 20726343 0 20726343 0 20726343 24395556 0 24395556 0 24395556 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 THE TAXATION OF CERTAIN UNRELATED BUSINESS INCOME. THE ORGANIZATION DOES NOT HAVE MATERIAL TAXABLE UNRELATED BUSINESS INCOME. AS OF DECEMBER 31, 2022, 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, 2019. PART XII, LINE 4B - OTHER ADJUSTMENTS: DEBT REFINANCING X X 0 0 0 0 0 0 0 0 0 KENT MCRAE CEO/PRESIDENT 205822 0 12607 0 44125 0 0 0 10046 0 272600 0 0 0 SHEREE CORDER V.P. OF MARKETING & BUSINE 100865 0 43224 0 12720 0 0 0 6046 0 162855 0 0 0 A PINELLAS COUNTY HEALTH FACILITIES AUTHORITY 592384219 2021-12-23 21005000 SEE SUPPLEMENTAL INFORMATION 0 0 0 A 9326708 20732985 1411866 556164 8802233 636014 1 0 1 1 A 0 0 0 0 0 0 0 A 0 0 0 1 1 0 0 0 0 A 1 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. 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 2,757,409. MANAGEMENT AND GENERAL EXPENSES 394,543. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,151,952. MEDICAL SERVICES: PROGRAM SERVICE EXPENSES 915,983. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 915,983. 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