2025-04-29T16:46:28-05:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 600 WASHINGTON AVENUE SUITE 1800 ST LOUIS MO 63101 990 2024-01-01 480543787 UNITED METHODIST HOMES INC UNIT 7854789440 7220 ASBURY DRIVE TOPEKA KS 66614 BREE ROGERS CFO 7854789440 2025-04-29 1 0 AMBER HAMILTON P01251012 3149254300 2025-04-29 2024 2025-03-06 01:10:19Z ALDERSGATE VILLAGE JERRY NEY 7220 ASBURY DRIVE TOPEKA KS 66614 14982619 0 X WWW.ALDERSGATEVILLAGE.ORG X 1904 KS FAITHFULLY ENHANCING THE LIVES OF SENIORS THROUGH ACTIVELY ENGAGING MIND, BODY AND SPIRIT 8 8 140 10 0 0 174218 209774 9340396 11225028 731406 671292 433441 642090 10679461 12748184 0 0 0 0 4569435 5012605 0 70400 70400 7170202 8086214 11739637 13169219 -1060176 -421035 33284633 35524815 28215869 30491443 5068764 5033372 X FAITHFULLY ENHANCING THE LIVES OF SENIORS THROUGH ACTIVELY ENGAGING MIND, BODY AND SPIRIT. 0 0 6887022 0 5400147 OUR INDEPENDENT LIVING OPTIONS ARE MAINTENANCE-FREE AND INCLUDE SERVICES DESIGNED FOR YOUR CAREFREE LIFESTYLE. IF YOU WANT TO LIVE INDEPENDENTLY WITH ACCESS TO TRANSPORTATION AND OPPORTUNITIES TO SOCIALIZE, ALDERSGATE VILLAGE IS YOUR ANSWER. THE 171 INDEPENDENT LIVING UNITS INCLUDE APARTMENTS, DUPLEXES, FOUR-PLEXES AND SINGLE FAMILY HOMES.THE AMENITIES INCLUDE BI-WEEKLY HOUSEKEEPING AND WEEKLY LINEN LAUNDRY, PROGRAMS AND RECREATION, PARLOR AND OUTDOOR PATIO, EXPANDED BASIC CABLE TELEVISION, BEAUTY SALON AND BARBER SHOP, CHAPLAIN SERVICES, EMERGENCY NURSE CALL, 24-HOUR SECURITY, AND MAINTENANCE OF BUILDING AND GROUNDS. 4324026 0 5824881 QUALITY ASSISTED LIVING IN TRENT PLAZA IS ONE OF THE SUPPORTIVE STEPS IN THE CONTINUUM OF CARE, WHERE YOU'LL ENJOY FELLOWSHIP, COMFORT AND SECURITY WHILE RETAINING PRIVACY AND INDEPENDENCE IN ONE OF OUR 60 ASSISTED LIVING UNITS (15 OF WHICH ARE DEDICATED TO MEMORY CARE). ACCOMMODATIONS INCLUDE ALL UTILITIES PAID INCLUDING TELEPHONE, EXPANDED BASIC CABLE, AND WIFI ACCESS PLUS THREE CHEF-PREPARED MEALS DAILY, WHICH CAN BE CATERED TO SPECIAL DIETS AND ALWAYS-AVAILABLE SNACKS AND DRINKS. SERVICES INCLUDE A LICENSED NURSE ON DUTY 7 DAYS PER WEEK, WEEKLY HOUSEKEEPING AND LAUNDRY SERVICES, CHAPLAIN SERVICES INCLUDING WEEKLY WORSHIP, ENRICHING PROGRAMS AND RECREATION, EMERGENCY NURSE CALL AND 24-HOUR SECURITY. OTHER SERVICES AVAILABLE INCLUDE MEDICATION ADMINISTRATION, BATHING ASSISTANCE, DAILY BED MAKING, DIABETIC MANAGEMENT, PROFESSIONAL NURSING GUIDANCE, BEAUTY AND BARBER SHOP, TRANSPORTATION, AND ON-SITE PRIMARY CARE PHYSICIAN AND PODIATRY SERVICES.ASSISTED LIVING LIKE SERVICES IN ONE OF OUR 3 HOME PLUS BUILDINGS IS ANOTHER OF THE SUPPORTIVE STEPS IN THE CONTINUUM OF CARE, WHERE YOU'LL ENJOY FELLOWSHIP, COMFORT AND SECURITY WHILE RETAINING PRIVACY AND INDEPENDENCE IN ONE OF OUR 36 PRIVATE HOME PLUS UNITS (12 OF WHICH ARE DEDICATED TO MEMORY CARE). ACCOMMODATIONS INCLUDE PRIVATE BATHROOMS WITH ACCESSIBLE SHOWER, ALL UTILITIES PAID INCLUDING TELEPHONE, EXPANDED BASIC CABLE, AND WIFI ACCESS PLUS THREE CHEF-PREPARED MEALS DAILY, WHICH CAN BE CATERED TO SPECIAL DIETS AND ALWAYS-AVAILABLE SNACKS AND DRINKS. SERVICES INCLUDE A LICENSED NURSE ON DUTY 7 DAYS PER WEEK, WEEKLY HOUSEKEEPING AND LAUNDRY SERVICES, CHAPLAIN SERVICES INCLUDING WORSHIP, ENRICHING PROGRAMS AND RECREATION, AND 24-HOUR SECURITY. OTHER SERVICES AVAILABLE INCLUDE MEDICATION ADMINISTRATION, BATHING ASSISTANCE, DAILY BED MAKING, DIABETIC MANAGEMENT, PROFESSIONAL NURSING GUIDANCE, BEAUTY AND BARBER SHOP, TRANSPORTATION, AND ON-SITE PRIMARY CARE PHYSICIAN AND PODIATRY SERVICES. 0 0 0 OPERATIONS OF ALDERSGATE VILLAGE PROVIDES RESIDENTIAL AND HEALTH CARE SERVICES FOR THE ELDERLY. THE CAMPUS CONSISTS OF 36 HOME PLUS UNITS, 60 ASSISTED LIVING UNITS AND 171 INDEPENDENT LIVING UNITS. ALDERSGATE VILLAGE IS A FAITH-BASED, SENIOR LIVING NEIGHBORHOOD OPEN TO PEOPLE OF ALL DENOMINATIONS AND FAITH BACKGROUNDS. OUR PURPOSE IS NOT DRIVEN BY A PROFIT MOTIVE BUT TO ENSURE THAT SENIORS OF THIS REGION RECEIVE COMPASSIONATE, PERSON-CENTERED HEALTH CARE IN A WARM AND WELCOMING COMMUNITY. 11211048 1 1 0 1 0 0 0 0 1 1 1 0 0 0 1 1 1 0 0 0 1 0 0 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 1 25 0 140 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 1 1 1 1 1 1 1 1 0 X BREE ROGERS 7854789440 7220 SW ASBURY DRIVE TOPEKA KS 66614 TIM SHULTZ CHAIR 1.00 0.00 X X 0 0 0 DEBORAH SHEEHY VICE CHAIR 1.00 0.00 X X 0 0 0 JIM RINNER SECRETARY/TREASURER 1.00 0.00 X X 0 0 0 KEVIN BRUNTON TRUSTEE 1.00 0.00 X 0 0 0 MARK KOSSLER TRUSTEE (TERM ENDED) 1.00 0.00 X 0 0 0 REV JENNY COLLINS TRUSTEE 1.00 0.00 X 0 0 0 MARK SCHWARTZ TRUSTEE 1.00 0.00 X 0 0 0 RODNEY KENNER TRUSTEE 1.00 0.00 X 0 0 0 CHRIS SMITH TRUSTEE 1.00 0.00 X 0 0 0 JERRY C NEY PRESIDENT & CEO 50.00 0.00 X 337359 0 22108 BREE L ROGERS CFO 50.00 0.00 X 165659 0 32653 CAROL BURNS-GEORGE ADMINSTRATOR/VP OF OPERATIONS 50.00 0.00 X 155261 0 14512 CARL NOYES ASSISTED LIVING EXEC DIRECTOR 50.00 0.00 X 100704 0 10292 758983 0 79565 4 0 1 0 DRIPPE CONSTRUCTION INC 919 E JESUIT LANE ST MARYS KS 66536 CONSTRUCTION 2364412 MORRISON MANAGEMENT SPECIALISTS INC 400 NORTHRIDGE ROAD SUITE 600 ATLANTA GA 30350 DINING SERVICES 1280030 PICASSO PAINTING INC 8021 SW 23RD ST TOPEKA KS 66614 RENOVATION/CONSTRUCTION 607805 COREWORKS LLC 1500 LIBERTY RIDGE DRIVE SUITE 110 WAYNE PA 19087 HOUSEKEEPING/LAUNDRY SERVICES 502466 GREENTOUCH LAWN & TREE 3530 ST 21ST TOPEKA KS 66607 LANDSCAPING SERVICES 301254 10 209774 24331 209774 ASSISTED LIVING 623000 5824881 5824881 INDEPENDENT LIVING 623000 5400147 5400147 11225028 332509 332509 9600 0 9600 9600 9600 2573218 2234435 338783 338783 338783 RESIDENT & EMPLOYEE SVC 623000 410378 410378 REIMBURSEMENT OF UPGRADES 623000 191185 191185 CONTRACT INCOME 623000 30927 30927 632490 12748184 11225028 0 1313382 X 727552 727552 3406895 3082648 324247 2971 2971 578000 430324 147676 297187 228068 69119 59830 58228 1602 68218 67921 297 1560 1560 70400 70400 40524 40524 2688452 2599244 89208 71722 64976 6746 190135 152335 37800 253008 20477 232531 685977 667605 18372 17321 10563 6758 929928 905022 24906 2564152 2495478 68674 264232 257155 7077 EQUIPMENT LEASES AND MA 66336 50970 15366 SPECIAL EVENTS 64164 62446 1718 DUES AND SUBSCRIPTION 55369 3910 51459 FIRE PROTECTION 22038 21448 590 43248 32230 11018 13169219 11211048 1887771 70400 126542 374156 2490426 2029905 43177 58551 2092 2092 143753 110451 57114947 33173651 22470406 23941296 7688401 8196336 319836 812028 33284633 35524815 734456 749596 2194602 3595450 16165895 14995232 978 0 3199133 3001613 5920805 8149552 28215869 30491443 X -136945 120735 5205709 4912637 5068764 5033372 33284633 35524815 X -421035 310274 75369 X X 0 1 X 1 0 X 3022055 815198 340671 174218 209774 4561916 24977735 15474169 8207994 9340396 11225028 69225322 212548 391736 264438 433441 632492 1934655 28212338 16681103 8813103 9948055 12067294 75721893 1450 1000 96086 205298 303834 0 1450 1000 96086 205298 303834 75418059 230316 416263 365946 480925 342109 1835559 230316 416263 365946 480925 342109 1835559 143282 83581 50354 277217 28585936 17180947 9229403 10428980 12409403 77834669 0.96900 0.97430 0.02360 0.01990 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: CONTRACT REVENUE - 2020 AMOUNT: $ 143,282. 2021 AMOUNT: $ 83,581. 2022 AMOUNT: $ 5,081. CONSULTING SERVICES - 2022 AMOUNT: $ 45,273. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 1560 1560 0 PART II-B, LINE 1: THE ORGANIZATION PAYS DUES TO LEADING AGE KANSAS, A PORTION OF WHICH IS USED FOR LOBBYING ON BEHALF OF ITS MEMBERS. 0 1 X 2744738 2744738 2744738 2744738 3666668 -921930 2744738 3666668 3666668 3666668 3666668 0.00000 0.87000 0.13000 0 0 791920 791920 35374800 19108642 16266158 4663322 1468543 3194779 15597343 12596466 3000877 687562 687562 23941296 WAITING LIST DEPOSITS 35750 REFUNDABLE ENTRANCE FEES 7997319 DEFERRED COMPENSATION OBLIGATION 30692 RIGHT OF USE LIABILITY 85791 8149552 X 13093303 310274 75369 385643 12707660 40524 40524 12748184 13128695 0 13128695 40524 40524 13169219 PART IV, LINE 2B: THE ORGANIZAITON HOLDS FUNDS FOR RESIDENTS FOR USE AT THE RESIDENT'S DIRECTION. PART V, LINE 4: CHARITABLE CARE AND CAPITAL IMPROVEMENTS PART X, LINE 2: THE ORGANIZATION'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL, STATE AND LOCAL AUTHORITIES. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX EXEMPT STATUS. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME OR EXCISE OR OTHER TAX EXCEPT FOR THOSE THAT ARE ALREADY REPORTED ANNUALLY. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN INTEREST RATE SWAP VALUE 75,369. CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 307310 0 0 0 0 0 0 307310 0 307310 0 0 0 1 0 0 X X X X X 1 PHILANTHROCOMM INC 3122 ST LOUIS AVENUE COLUMBIA SC 29204 FUNDRAISING CONSULTANT 0 30631 70400 -39769 30631 70400 -39769 SCHEDULE G, PART I, LINE 2B, COLUMN (V) FUNDRAISING CONSULTING FOR AWARENESS EVENT IN 2024 LEADING TO ASK EVENT IN 2025. X 0 1 X X 0 0 0 0 0 0 0 0 0 JERRY C NEY PRESIDENT & CEO 303515 0 0 0 33844 0 0 0 22108 0 359467 0 0 0 BREE L ROGERS CFO 160645 0 0 0 5014 0 0 0 32653 0 198312 0 0 0 CAROL BURNS-GEORGE ADMINSTRATOR/VP OF OPERATIONS 144144 0 0 0 11117 0 0 0 14512 0 169773 0 0 0 PART I, LINE 1A CAROL BURNS-GEORGE ON-CAMPUS HOUSING PROVIDED AS A TAXABLE BENEFIT. A SHAWNEE COUNTY KANSAS 486028759 2013-11-26 20630000 REFUNDING OF 1997 AND 2002 BONDS OUTSTANDING - FINANCE CAPITAL PROJECTS 0 0 0 B SHAWNEE COUNTY KANSAS 486028759 2017-06-26 4650000 FINANCE CAPITAL PROJECTS FOR NEW AND EXISTING BUILDINGS 0 0 0 A 9136244 20630000 409244 3961481 16259275 2016 1 1 1 1 B 1175994 4650000 83111 4566889 2019 0 0 1 1 A 0 1 0 0 0.00180 0.00000 0.00180 0 0 1 B 0 1 0 0 0.00020 0.00000 0.00020 0 0 1 A 0 0 0 1 1 1 PACIFIC COAST BANKERS' BANK D/B/A 15.000000000000 0 0 0 0 1 B 0 0 0 1 1 0 0 0 1 A 1 B 1 DATE REBATE COMPUTATION PERFORMED ISSUER NAME: SHAWNEE COUNTY, KANSAS DATE THE REBATE COMPUTATION WAS PERFORMED: 11/01/2018 ISSUER NAME: SHAWNEE COUNTY, KANSAS DATE THE REBATE COMPUTATION WAS PERFORMED: 03/01/2022 MARGARET SCHWARTZ MOTHER OF BOARD MEMBER MARK SCHWARTZ 107147 RESIDENTIAL FEES PAID 0 FORM 990, PART VI, SECTION B, LINE 11B THE GOVERNING BODY WILL REVIEW THE 990 AT A BOARD MEETING BEFORE IT IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C CFO REVIEWS STATEMENTS FROM THE BOARD OF TRUSTEES AND ALL MANAGEMENT EMPLOYEES ANNUALLY - THERE HAVE BEEN NO CONFLICTS IN THE PAST SO NO FURTHER REVIEW HAS BEEN NEEDED. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS OF DETERMINING COMPENSATION FOR THE CHIEF EXECUTIVE OFFICER IS COMPLETED BY THE ORGANIZATION'S ATTORNEY. ONCE THE COMPENSATION HAS BEEN DETERMINED, IT IS APPROVED BY THE BOARD OF TRUSTEES, WHO ARE ALL INDEPENDENT, AND THE CONTRACT WITH THE CEO IS THEN UPDATED. THE PROCESS FOR OTHER OFFICERS AND KEY EMPLOYEES INVOLVES COMPARISON TO OTHER SIMILAR HEALTHCARE ORGANIZATIONS WITHIN THE LOCAL AND STATE AREA. INDIVIDUAL COMPENSATION ADJUSTMENTS ARE APPROVED BY THE CEO OR CFO IN WRITING. ACROSS THE BOARD COMPENSATION ADJUSTMENTS ARE APPROVED BY THE INDEPENDENT BOARD. THIS PROCESS WAS MOST RECENTLY COMPLETED IN 2023. FORM 990, PART VI, SECTION C, LINE 19 ALTHOUGH NOT REQUIRED, THE ORGANIZATION WILL PROVIDE PHOTO COPIES OF ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS TO ALL WHO REQUEST ONE OR MORE OF THESE ITEMS. FORM 990, PART IX, LINE 11G BANK/COLLECTION FEES: PROGRAM SERVICE EXPENSES 14,443. MANAGEMENT AND GENERAL EXPENSES 398. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 14,841. CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 2,116,500. MANAGEMENT AND GENERAL EXPENSES 58,234. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,174,734. CONSULTING FEES: PROGRAM SERVICE EXPENSES 106,217. MANAGEMENT AND GENERAL EXPENSES 6,347. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 112,564. MAINTANENCE CONTRACTS: PROGRAM SERVICE EXPENSES 286,378. MANAGEMENT AND GENERAL EXPENSES 22,146. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 308,524. OTHER PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 75,706. MANAGEMENT AND GENERAL EXPENSES 2,083. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 77,789. FORM 990, PART XI, LINE 9: CHANGE IN SWAP VALUE 75,369. FORM 990, PART XII, LINE 2C THE ORGANIZATION'S OVERSIGHT AND SELECTION PROCESSES DID NOT CHANGE IN THE CURRENT YEAR. ALDERSGATE VILLAGE HOME HEALTH SERVICES LLC 7220 SW ASBURY DRIVE TOPEKA KS 66614 264170787 CONSULTING SERVICES KS 0 0 UNITED METHODIST HOMES INC ALDERSGATE VILLAGE CHARITABLE SUPPORT LLC 515 S KANSAS AVE TOPEKA KS 66603 472406530 CHARITABLE SUPPORT KS 193002 8000 UNITED METHODIST HOMES INC