2022-05-12T13:20:47-05:00 2021-06-30 BKD LLP 1551 N WATERFRONT PKWY STE 300 WICHITA KS 672066601 990 2020-07-01 472871995 ABERDEEN RIDGE INC % BRUCE H SHOGREN ABER 3166851100 2414 N WOODLAWN BLVD WICHITA KS 67220 MELANIE OWENS CFO 3166851100 2022-05-15 true MELANIE OWENS 999009999 SHAWNELL LINOT P01663908 3162652811 2 2020 2022-09-23 18:48:47Z BRUCE H SHOGREN 2414 N WOODLAWN BLVD WICHITA KS 67220 655 false X WWW.ABERDEENRIDGE.ORG X 2015 KS TO PROVIDE QUALITY SENIOR INDEPENDENT LIVING AND ASSISTED LIVING / MEMORY CARE WITHIN A CHRISTIAN-BASED COMMUNITY. 8 8 5 8 0 650 650 0 0 0 5 0 0 650 655 0 0 0 0 204749 286482 0 0 0 1042631 1720811 1247380 2007293 -1246730 -2006638 10343716 11993486 12623808 16280216 -2280092 -4286730 X TO PROVIDE QUALITY SENIOR INDEPENDENT LIVING AND ASSISTED LIVING / MEMORY CARE WITHIN A CHRISTIAN-BASED COMMUNITY FOUNDED UPON THE VALUES OF RESPECT, DIGNITY AND INDEPENDENCE. false false 0 0 0 ABERDEEN RIDGE IS A RETIREMENT COMMUNITY IN THE PRE-CONSTRUCTION PHASE WITH BLUE SKY SALE UNDERWAY (PRE-SALE OF FUTURE UNITS) AT JUNE 30, 2021, WITH CONSTRUCTION COMMENCED IN THE SUCCEEDING TAX YEAR. OPERATIONS ARE BEING DESIGNED TO PROVIDE LONG-TERM CARE SERVICES FOR OLDER INDIVIDUALS AT THE LOWEST FEASIBLE COST; TO OFFER ACCOMMODATIONS AND SERVICES ESPECIALLY DESIGNED TO MEET THE PHYSICAL, SOCIAL, SPIRITUAL, AND PSYCHOLOGICAL NEEDS, AND TO CONTRIBUTE TO THE HEALTH, SECURITY, SENSE OF WELL-BEING AND USEFULNESS OF OLDER INDIVIDUALS. SEE SCHEDULE O FOR CONTINUATION. 0 true false false false false false false false false false true true false false true false false true 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 true false false false true 6 0 true 5 true false false false false false false false false false false false false X 8 8 true true false false true true false true true false false true true true true true true true true false X BRUCE H SHOGREN 3166851100 PO BOX 20440 WICHITA KS 67208 X BRUCE H SHOGREN PRESIDENT/CEO 1.0 39.0 X 0 371782 35526 WILLIAM H TAYLOR CHIEF OPERATING OFFICER 1.0 39.0 X 0 234241 22189 MELANIE OWENS CFO/TREASURER 1.0 39.0 X 0 228297 16748 JOAN MILLER ASST. TREASURER/CONTROLLER 1.0 39.0 X 0 132268 15167 SHERRY K HIND CORPORATE SECRETARY 1.0 39.0 X 0 130210 13235 AARON MORRISON CHAIR 1.0 3.0 X X 0 0 0 ELEANOR NELSON TRUSTEE 1.0 3.0 X 0 0 0 ELIZABETH B MCKELL TRUSTEE 1.0 3.0 X 0 0 0 GARY D BRENNECKE TRUSTEE 1.0 3.0 X 0 0 0 JAMES J COOK TRUSTEE 1.0 3.0 X 0 0 0 DAN F HARRIS TRUSTEE 1.0 3.0 X 0 0 0 JOHN GOODWIN VICE CHAIR 1.0 3.0 X X 0 0 0 ROBERT S BONNEY TRUSTEE 1.0 3.0 X 0 0 0 NANCY DULING TRUSTEE 1.0 3.0 X 0 0 0 0 1096798 102865 0 false true false GLYNNDEVINS INC 8880 WARD PARKWAY STE 400 KANSAS CITY MO 64114 MARKETING 427720 KIMLEY-HORN AND ASSOCIATES INC 1125 17TH STREET STE 1400 DENVER CO 80202 ARCHITECT SERVICES 117552 2 650 650 0 5 5 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 655 5 0 0 0 0 0 0 253438 253438 0 14809 14809 18235 18235 0 0 0 0 0 0 89854 89854 549213 549213 69988 69988 16913 16913 0 116595 116595 223 223 0 372 372 877653 877653 0 0 0 2007293 0 2007293 0 17638 13859 0 10614 0 0 0 0 0 0 0 0 0 0 0 0 0 0 8723373 8490723 8723373 0 0 0 3241640 0 0 0 0 1835355 4000 10343716 11993486 118583 214050 0 0 1835225 3287857 0 0 0 0 0 0 0 0 0 0 10670000 12778309 12623808 16280216 X -2281092 -4288380 1000 1650 -2280092 -4286730 10343716 11993486 -2006638 X false true X true false X 0 0 350 650 650 1650 0 0 0 0 0 0 350 650 650 1650 0 0 0 1650 0 0 0 0 5 5 0 0 0 0 0 5 5 0 0 0 0 350 650 655 1655 0.99698 1.00000 0.00302 0.00000 X 8723373 8723373 8723373 UMB ESCROW ACCT 3241640 F 3241640 0 Intercompany Payables 12777809 Deferred Deposits 500 12778309 SCHEDULE D, PART X, LINE 2 MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. X true true X X X X X X false false false false false false false false false BRUCE H SHOGREN PRESIDENT/CEO 0 354102 0 0 0 17680 0 17500 0 18026 0 407308 0 0 WILLIAM H TAYLOR CHIEF OPERATING OFFICER 0 224640 0 0 0 9601 0 8000 0 14189 0 256430 0 0 MELANIE OWENS CFO/TREASURER 0 216122 0 0 0 12175 0 8000 0 8748 0 245045 0 0 SCHEDULE J, PART I, LINE 1A PRESBYTERIAN MANORS OF MID-AMERICA, INC. (PMMA) PAYS FOR TAX GROSS UP PAYMENTS FOR ANNUAL CHRISTMAS GIFTS OF $200. THESE GIFTS ARE GROSSED UP TO APPROXIMATELY $215 IN ORDER FOR THE EMPLOYEE TO RECEIVE AN AFTER TAX BENEFIT OF $200. THE FULL AMOUNT OF $215 WAS INCLUDED ON THEIR W-2'S AS TAXABLE INCOME. FORM 990, PART VII, SCHEDULE J, PART I, LINE 3 & PART II COMPENSATION FOR BRUCE H. SHOGREN, PRESIDENT/CEO IS PROVIDED BY PRESBYTERIAN MANORS OF MID-AMERICA, INC. (PMMA), A RELATED ENTITY. PMMA USES A COMPENSATION COMMITTEE, FORM 990 OF OTHER ORGANIZATIONS, A WRITTEN EMPLOYMENT CONTRACT, A COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE TO ESTABLISH MR. SHOGREN'S COMPENSATION. THE COMPENSATION FOR ALL OTHER OFFICERS AND KEY EMPLOYEES IS ALSO PROVIDED BY PMMA. THE CEO OF PMMA USES COMPARABILITY DATA TO DETERMINE COMPENSATION FOR THE OTHER OFFICERS, KEY EMPLOYEES, AND EXECUTIVE DIRECTORS. FORM 990, PART III, LINE 4A HOUSING NEEDS ARE MET BY PROVIDING FACILITIES THAT ARE SPECIFICALLY DESIGNED TO MEET A COMBINATION OF PHYSICAL, EMOTIONAL, RECREATIONAL AND SOCIAL NEEDS OF ELDERLY PERSONS. HEALTH CARE NEEDS ARE SATISFIED BY OFFERING A CONTINUUM OF CARE WHICH OFFERS SERVICES FOR THE FUTURE HEALTH CARE NEEDS OF RESIDENTS ON A SINGLE CAMPUS. FINANCIAL SECURITY IS ACHIEVED BY PROVIDING SERVICES AT THE LOWEST FEASIBLE COST. INCLUDED IS THE POLICY OF MAINTAINING IN RESIDENCE ANY PERSON WHO OUTLIVES HIS OR HER ABILITY TO PAY FOR THE COST OF RESIDENCY THROUGH NO FAULT OF THEIR OWN. FORM 990, PART VI, SECTION A, LINE 2 ALL OF THE OFFICERS AND DIRECTORS HAVE A BUSINESS RELATIONSHIP DUE TO THEIR POSITIONS IN PRESBYTERIAN MANORS OF MID-AMERICA, INC., A RELATED 501(C)(3) ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 3 GREYSTONE DEVELOPMENT COMPANY IS PERFORMING MARKETING AND DEVELOPMENT ACTIVITIES ASSOCIATED WITH THE PRE-CONSTRUCTION AND CONSTRUCTION PHASE OF THE FACILITY. FORM 990, PART VI, SECTION A, LINE 6 PRESBYTERIAN MANORS OF MID-AMERICA, INC., A NOT-FOR-PROFIT, 501(C)(3) ORGANIZATION IS THE SOLE MEMBER OF ABERDEEN RIDGE, INC. FORM 990, PART VI, SECTION A, LINE 7A PRESBYTERIAN MANORS OF MID-AMERICA, INC., BEING THE SOLE MEMBER OF ABERDEEN RIDGE, INC. HAS THE RIGHT TO ELECT ALL OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 11B AN INDEPENDENT ACCOUNTING FIRM PREPARES AND REVIEWS THE FORM 990. THE 990 IS THEN REVIEWED BY THE CFO AND THE ORGANIZATION'S CHAIR OF THE FINANCE COMMITTEE. ANY QUESTIONS OR CONCERNS THE CFO AND THE ORGANIZATION'S CHAIR OF THE FINANCE COMMITTEE HAVE ARE ADDRESSED AND ANY CORRECTIONS OR CLARIFICATIONS ARE MADE. THE FINAL FORM 990 WITH ALL REQUIRED SCHEDULES IS THEN PROVIDED TO ALL VOTING MEMBERS OF THE BOARD PRIOR TO FILING THE 990 WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, PRESBYTERIAN MANORS OF MID-AMERICA, INC.'S ATTORNEY PRESENTS AND EXPLAINS THE CONFLICT OF INTEREST POLICY TO THE BOARD AND THE TRUSTEES ARE REQUIRED TO DISCLOSE ANY CONFLICTS AND SIGN THE POLICY. IF A POSSIBLE CONFLICT OF INTEREST ARISES, IT IS REVIEWED BY THE ATTORNEY AND THE CEO WHO DETERMINE IF A CONFLICT EXISTS. IF IT IS DETERMINED THAT A CONFLICT EXISTS, THE INDIVIDUAL IN CONFLICT IS PROHIBITED FROM VOTING OR BEING INVOLVED IN THE CONFLICT. OFFICERS DO NOT RECEIVE THE CONFLICT OF INTEREST POLICY PRESENTATION FROM THE ATTORNEY. HOWEVER, THEY ARE EMPLOYEES AND ARE THUS REQUIRED TO SIGN THAT THEY RECEIVED, READ AND UNDERSTOOD THE EMPLOYEE HANDBOOK WHICH STATES THAT THEY MUST DISCLOSE ANY CONFLICT OF INTEREST. IF A POTENTIAL CONFLICT IS DISCLOSED, THEN THE SAME POLICIES ARE FOLLOWED TO DETERMINE IF AN ACTUAL CONFLICT EXISTS AND THE RESTRICTIONS THAT ARE PLACED ON THE INDIVIDUAL IN CONFLICT. FORM 990, PART VI, SECTION B, LINE 15A & 15B PRESBYTERIAN MANORS OF MID-AMERICA, INC.'S ATTORNEY AND/OR THE CFO/SVP-HR PROVIDES THE BOARD OF TRUSTEES WITH COMPARABILITY DATA TO DETERMINE THE CEO'S COMPENSATION. DELIBERATION OF THE CEO'S COMPENSATION IS HELD IN THE GOVERNANCE COMMITTEE AND EXECUTIVE BOARD SESSION. THE BOARD'S DECISION IS PROVIDED TO THE CFO/SVP-HR BY THE BOARD CHAIRMAN. THE CEO USES COMPARABILITY DATA TO DETERMINE COMPENSATION FOR THE OTHER OFFICERS, KEY EMPLOYEES, AND EXECUTIVE DIRECTORS. THIS PROCESS LAST OCCURRED IN APRIL 2021. FORM 990, PART VI, SECTION C, LINE 19 ABERDEEN RIDGE, INC. MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. PRESBYTERIAN MANORS OF MID-AMERICA 2414 N WOODLAWN BLVD WICHITA KS 67220 480877587 MANAGEMENT KS 501(C)(3) 12B NA false ASHFIELD ACTIVE LIVING AND WELLNESS COMM 575 COUCH AVE KIRKWOOD MO 63122 205385139 CCRC MO 501(C)(3) 10 PMMA false PRESBYTERIAN MANORS INC 2414 N WOODLAWN WICHITA KS 67220 237154996 CCRC KS 501(C)(3) 10 PMMA false SALINA PRESBYTERIAN MANOR ENDOWMENT FUND 2601 E CRAWFORD SALINA KS 67401 480937829 FUNDS MGMT KS 501(C)(3) 12A PMI false true false false true true false false false false false false false false false true false true false false