2023-12-07T12:31:10-05:00 2023-06-30 882802798 FORGE FINANCIAL & MANAGEMENT CONSULTING 1245 JORDAN CREEK PKWY STE 100 WEST DES MOINES IA 502662343 990 2022-07-01 420950871 SIMPSON MEMORIAL HOME INC SIMP 3196274775 1000 N MILLER ST WEST LIBERTY IA 52776 CINDY MAYS PRESIDENT 3196274775 2023-12-05 true CINDY MAYS 999009999 false ROSS VANLAAR CPA P01532250 5156203050 2023-12-07 2022 2023-04-26 12:10:37Z CINDY MAYS 1000 N MILLER STREET WEST LIBERTY IA 52776 8561330 false X WWW.SIMPSONMEMORIALHOME.ORG X 1975 IA PROVIDING CARE IN THE COMMUNITIES WE SERVE WHERE PEOPLE FEE VALUED, SAFE, RESPECTED, AND LOVED. 9 9 219 20 0 703860 65763 8485557 8116162 94394 35289 67280 77529 9351091 8294743 0 0 5384670 5328123 0 0 3532195 3914595 8916865 9242718 434226 -947975 15879383 14819320 3217916 3033098 12661467 11786222 PROVIDING CARE IN THE COMMUNITIES WE SERVE WHERE PEOPLE FEE VALUED, SAFE, RESPECTED, AND LOVED. false false 7846732 8116162 THE ORGANIZATION OPERATES TWO CAMPUSES THAT ACCEPTS PRIVATE PAY, MEDICARE, MEDICAID, AND LONG-TERM CARE INSURANCE. SIMPSON MEMORIAL HOME AT WEST LIBERTY HAS A 55 BED SNF/NF, 18 BED ASSISTED LIVING, 24 UNIT INDEPENDENT LIVING, AND 6 UNITS OF IL TOWNHOUSES. WILTON RETIREMENT COMMUNITY IN WILTON HAS A 34 BED SNF/NF (THAT INCLUDES 10 CCDI BEDS) AND A 24 BED ASSISTED LIVING. 7846732 true true false false false false false false true true true false false false true true true false false false false false false false false false false false false false true false false false false false false false false false false false false false false false false false false false true 14 0 219 true false false false false false false false false false false false false X 9 9 false false false false false false false true true false false true true true true true true true true false X CHAD THOMAS 3196274775 1000 N MILLER STREET WEST LIBERTY IA 52776 CLIFFORD MCFERREN ADMINISTRATO 40.00 X 78882 0 10359 CHAD THOMAS EXECUTIVE DI 40.00 X 84976 0 0 LAURA BRANDT ADMINISTRATO 40.00 X 71726 0 9267 FRED GRUNDER JOINED APRIL 2022 DIRECTOR 2.00 X 0 0 0 GARY MOELLER JOINED FEBRUARY 2022 DIRECTOR 2.00 X 0 0 0 KAREN WRIGHT LEFT JUNE 30 2023 DIRECTOR X 0 0 0 LORI LEGGINS PAST PRESIDE 2.00 X X 0 0 0 CINDY MAYS PRESIDENT 2.00 X X 0 0 0 ROBERT MILLER DIRECTOR 2.00 X 0 0 0 TED MAROLF DIRECTOR 2.00 X 0 0 0 BOB OWEN DIRECTOR 2.00 X 0 0 0 SARA SEDLACEK VICE PRESIDE 2.00 X X 0 0 0 DAWN SMITH SECRETARY/TR 2.00 X X 0 0 0 235584 19626 false false false UNITED HEALTH SERVICES 367 SOUTH GULPH ROAD KING OF PRUSSIA PA 19406 GROUP BENEFITS 330664 GRAPETREE MEDICAL STAFFING 2501 NOJI BEND DR SUITE 100 MILFORD IA 51351 STAFFING 225325 MARTIN BROS DISTRIBUTING CO 406 VIKING RD CEDAR FALLS IA 50613 FOOD SUPPLIES 208063 AEGIS THERAPIES INC PO BOX 8103 FORT SMITH AR 72902 THERAPIES 201587 CITY OF WEST LIBERTY 409 CALHOUN ST WEST LIBERTY IA 52776 UTILTIES 159757 5 65763 65763 NURSING HOME SERVICES 623000 8025266 8025266 OTHER INCOME 623000 90896 90896 8116162 40553 40553 325168 247639 77529 77529 77529 13684 18948 -5264 -5264 -5264 8294743 8097531 131449 X 291931 291931 4370019 4236098 133921 42243 34159 8084 276119 263396 12723 347811 315918 31893 1221582 1062327 159255 575 575 56364 35097 21267 33531 33531 545986 458542 87444 2323 925 1398 466647 249213 217434 265069 105707 159362 RAW FOOD 722476 722476 SUPPLIES 346330 319909 26421 MISCELLANEOUS 89454 89454 BAD DEBT EXPENSE 56917 56917 107341 8859 98482 9242718 7846732 1395986 0 1000 1000 3507241 1995507 349160 475704 63693 66873 96944 422 21102470 11294824 10073721 9807646 1747067 2431619 40557 40549 15879383 14819320 653295 561659 815640 874017 1605901 1445975 190 190 142890 151257 3217916 3033098 X 12367346 11442642 294121 343580 12661467 11786222 15879383 14819320 -947975 72730 X false true X true false X 16636 308613 1596410 703860 65763 2691282 8836186 9143388 8254385 8746250 8350434 43330643 98617 78353 59997 62961 90896 390824 8951439 9530354 9910792 9513071 8507093 46412749 46412749 50932 79082 62363 45993 40553 278923 50932 79082 62363 45993 40553 278923 9002371 9609436 9973155 9559064 8547646 46691672 0.99400 0.99410 0.01000 0.01000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true X 24438 352 400 24390 24776 62 400 24438 24686 223 133 24776 24544 262 120 24686 24831 113 400 24544 0.82000 0.18000 false false 202554 202554 16198118 7473824 8724294 3210852 2919440 291412 1490946 901560 589386 9807646 TENANT SECURITY DEPOSITS 151257 151257 X 8615113 72730 247640 320370 8294743 8294743 9490358 247640 247640 9242718 9242718 SCHEDULE D, PAGE 2, PART IV, LINE 2B THE ORGANIZATION HOLDS, IN TRUST, FUNDS ADVANCED BY RESIDENTS OF THE NURSING FACILITIES TO BE USED AT EACH RESIDENT'S DISCRETION. THE FUNDS ARE MAINTAINED IN A SEPARATE NON-INTEREST BEARING ACCOUNT AND THE ORGANIZATION HAS A FIDUCIARY RESPONSIBILITY FOR THE ADMINISTRATION OF THESE FUNDS. SCHEDULE D, PAGE 2, PART V, LINE 4 THE PURPOSE OF THE ENDOWMENT FUND IS TO MAKE AN ANNUAL SCHOLARSHIP DISTRIBUTION OF 400. SCHEDULE D, PAGE 3, PART X THE ORGANIZATION IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND A SIMILAR SECTION OF THE IOWA INCOME TAX LAW, WHICH PROVIDES INCOME TAX EXEMPTION FOR CORPORATIONS ORGANIZED AND OPERATED EXCLUSIVELY FOR RELIGIOUS, CHARITABLE, OR EDUCATIONAL PURPOSES. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. SCHEDULE D, PAGE 4, PART XI, LINE 2D RENTAL EXPENSES 247,640 SCHEDULE D, PAGE 4, PART XII, LINE 2D RENTAL EXPENSES 247,640 A CITY OF WILTON IOWA 426005375 2013-03-18 4200000 34 BED NURSING HOME false false false A 2754024 4200000 50000 4150000 2014 false false true true A false false false false true false true A false false true false true false false false true A true PURPOSE OF ISSUE DESCRIPTION CITY OF WILTON, IOWA 34 BED NURSING HOME FORM 990, PAGE 6, PART VI, LINE 11B ONCE A DRAFT IS RECEIVED, COPIES WILL BE PROVIDED TO EACH BOARD MEMBER FOR REVIEW PRIOR TO THE NEXT SCHEDULED BOARD MEETING. AT THE BOARD MEETING, MEMBERS WILL BE ABLE TO ASK QUESTIONS, HAVE DISCUSSION, AND APPROVE IF ACCEPTABLE. IF APPROVAL IS VOTED ON AND PASSES, THE BOARD PRESIDENT WILL SIGN. FORM 990, PAGE 6, PART VI, LINE 12C THE POLICY IS REVIEWED ANNUALLY AT THE START OF EACH FISCAL YEAR DURING A BOARD MEETING AND AS ANY NEW MEMBERS COME ON. CHAD THOMAS, EXECUTIVE DIRECTOR, IS DESIGNATED TO REVIEW ANY POTENTIAL CONFLICTS AND ALERT THE BOARD TO THOSE POTENTIAL CONFLICTS SO THE MATTER CAN BE REVIEWED, DISCUSSED, AND VOTED ON, IF NEEDED, AT A BOARD MEETING. FORM 990, PAGE 6, PART VI, LINE 15A THE ADMINISTRATORS AND EXECUTIVE DIRECTOR DEVELOP A PERCENTAGE RANGE FOR WAGE INCREASES FOR ALL EMPLOYEES AT THE BEGINNING OF THE BUDGET YEAR, AND THE BOARD VOTES ON AND APPROVES THAT PERCENTAGE RANGE FOR WAGE INCREASES. ANNUAL EVALUATIONS FOR THE ADMINISTRATORS AND EXECUTIVE DIRECTOR AND STAFF SURVEYS ARE COMPLETED IN JANUARY OF EACH YEAR. THE BOARD REVIEWS THOSE EVALUATIONS AND SURVEYS; REVIEWS INFORMATION FROM AN INDUSTRY WIDE WAGE SURVEY THAT IS UPDATED ANNUALLY; REVIEWS THE BUDGETED PERCENTAGE RANGE FOR WAGE INCREASES; AND THEN SETS ANY SALARY INCREASE FOR THE ADMINISTRATORS AND EXECUTIVE DIRECTOR BY A FULL VOTE OF THE BOARD. FORM 990, PAGE 6, PART VI, LINE 15B THE ADMINISTRATORS AND EXECUTIVE DIRECTOR DEVELOP A PERCENTAGE RANGE FOR WAGE INCREASES FOR ALL EMPLOYEES AT THE BEGINNING OF THE BUDGET YEAR, AND THE BOARD VOTES ON AND APPROVES THAT PERCENTAGE RANGE FOR WAGE INCREASES. ANNUAL EVALUATIONS OF DEPARTMENT DIRECTORS ARE COMPLETED BY THEIR ADMINISTRATOR. ADMINISTRATORS HAVE THE AUTHORITY TO THEN APPROVE WAGE INCREASES FOR THE DEPARTMENT DIRECTORS WITHOUT FURTHER BOARD APPROVAL SO LONG AS THE INCREASES FALL WITHIN THE BUDGETED PERCENTAGE RANGE FOR WAGE INCREASES. FORM 990, PAGE 6, PART VI, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC DURING THE TAX YEAR UPON REQUEST. FORM 990, PART IX, LINE 11G BACKGROUND CHECKS 1,352 60 0 CONTRACT LABOR 491,841 0 0 PHYSICAL THERAPY 168,372 0 0 OCCUPATIONAL THERAPY 177,057 0 0 SPEECH THERAPY 104,215 0 0 X-RAY SERVICES 1,751 0 0 OUTSIDE SERVICES 2,715 0 0 PROFESSIONAL FEES 93,258 1,835 0 OTHER FEES 0 157,360 0 IV THERAPY 21,766 0 0 TOTAL 1,062,327 159,255 0