2022-11-15T14:21:29-06:00 2021-12-31 410746749 CLIFTONLARSONALLEN LLP 8215 GREENWAY BOULEVARD SUITE 600 MIDDLETON WI 53562 990 2021-01-01 390942151 METHODIST MANOR INC METH 4146074100 3023 S 84TH STREET WEST ALLIS WI 53227 DYLAN MANN CFO 4146074100 2022-11-14 1 DYLAN MANN 999009999 KIMBERLY ANDERSON P00188889 6086628600 2022-11-14 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z PALMER HOUSE DYLAN MANN 3023 S 84TH STREET WEST ALLIS WI 53227 13414583 0 X WWW.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 8 565 182 0 0 383850 355055 9790859 7644364 199671 1878474 119950 3536690 10494330 13414583 0 0 0 0 9787097 8857943 0 0 0 647686 -1771422 10434783 7086521 59547 6328062 18327845 19270871 24518156 20288992 -6190311 -1018121 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 2638184 3057746 PALMER HOUSE - PROVIDE ASSISTED LIVING SERVICES TO RESIDENTS IN A 131 UNIT FACILITY AS PART OF A CONTINUUM OF CARE FOR SENIORS. 2062848 4586618 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. 4701032 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 36 0 565 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 DYLAN MANN 4146074100 3023 S 84TH STREET WEST ALLIS WI 53227 DAVID AFFELDT CHAIRMAN OF THE BOARD 1.00 4.00 X 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 SARFRAZ SIDHU BOARD MEMBER 1.00 3.00 X 0 0 0 REVEREND DR SAM ROYAPPA 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 DYLAN MANN CFO 40.00 24.00 X 199070 0 0 LINDA NEWBERRY-FERGESON CURRENT PRESIDENT AND CEO 40.00 32.00 X 275765 0 0 BRENDA CALHOUN CHIEF CLINICAL OFFICER 40.00 24.00 X 180658 0 0 HAZZLEY THOMAS LPN 40.00 24.00 X 139503 0 0 794996 0 0 10 0 1 0 SEMPER FI ROOFING S92W27825 NATIONAL AVE MUKWONAGO WI 53149 ROOFING 474760 MATRIXCARE AOD 11575 HERON BAY BLVD CORAL SPRINGS FL 33076 CONTRACTOR 174906 CHANEY SYSTEMS INC N48W14610 HAMPTON RD MENOMONEE FALLS WI 53051 CONTRACTOR 106185 3 246166 108889 355055 NET SERVICE REVENUE 623000 5049046 5049046 MAINTENANCE FEES 623000 1089648 1089648 MEDICARE/MEDICAID PAYMENTS 623000 716011 716011 ENTRANCE FEES 623000 431104 431104 OTHER OPERATING REVENUE 623000 358555 358555 7644364 1878474 1878474 EXTINGUISHMENT OF DEBT 623000 3536690 3536690 3536690 13414583 7644364 0 5415164 X 655493 655493 6598106 5408396 1189710 115868 115868 1067907 1064957 2950 420569 420569 7764 7764 120000 120000 34029 34029 742353 680639 61714 79167 13570 65597 292372 230099 62273 1039071 957241 81830 19186 19134 52 19986 512 19474 584126 584126 985621 985621 370730 370730 FOOD 718739 717933 806 OTHER EXPENSES AND SUPP 256237 197477 58760 EQUIPMENT RENTAL AND RE 116370 57304 59066 PANDEMIC RELATED EXPENS 108171 108171 -7265344 -7265344 7086521 4701032 2385489 0 1923798 639794 383850 215617 113572 85097 102564 332832 373375 46388252 39868765 6527090 6519487 5822762 6097747 3036799 5424332 18327845 19270871 973026 1328957 1840089 1408985 11524013 11430808 996188 1513320 9184840 4606922 24518156 20288992 X -6190311 -1018121 -6190311 -1018121 18327845 19270871 6328062 -1155872 0 X 0 1 X 1 1 1 X 61966 846 383850 355055 801717 11947531 11260056 10877913 9790859 7644364 51520723 11947531 11322022 10878759 10174709 7999419 52322440 0 0 0 52322440 140119 162121 223780 219963 1878474 2624457 140119 162121 223780 219963 1878474 2624457 -136721 45508 119950 3536690 3565427 11950929 11529651 11102539 10514622 13414583 58512324 0.89420 0.98190 0.04490 0.01760 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 62633 62633 12900291 11960493 939798 14083456 10830895 3252561 19321337 17077377 2243960 20535 20535 6519487 INVESTMENTS LIMITED TO USE 6097747 F 6097747 RESIDENT DEPOSITS 20049 DUE FROM AFFILIATES 5404283 5424332 DUE TO AFFILIATE 3465848 CAPITAL LEASE 16451 RESIDENT DEPOSITS 5449 REFUNDABLE DEPOSITS 243954 FUTURE SERVICE OBLIGATION 875220 4606922 1 X X X 1 0 0 0 0 0 0 0 0 LINDA NEWBERRY-FERGESON CURRENT PRESIDENT AND CEO 275765 0 0 0 0 0 0 0 0 0 275765 0 0 0 DYLAN MANN CFO 199070 0 0 0 0 0 0 0 0 0 199070 0 0 0 BRENDA CALHOUN CHIEF CLINICAL OFFICER 180658 0 0 0 0 0 0 0 0 0 180658 0 0 0 PART I, LINE 4A THE FORMER PRESIDENT AND CEO, ELIZABETH TOOHILL, WAS PAID $140,000. THE CIO, JOSEPH DALEY, WAS PAID $52,475. THE DIRECTOR OF NURSING, KIMBERLY WHITE, WAS PAID $8,461. 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 INTO CONSIDERATION. HUMAN RESOURCES SURVEYS OF COMPARABLE ORGANIZATIONS AND REVIEW AND APPROVAL OF EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. THE COMPENSATION PROCESS WAS LAST REVIEWED AND APPROVED IN 2021. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE THESE DOCUMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART IX, LINE 11G MAINTENANCE CONTRACTS: PROGRAM SERVICE EXPENSES 474,585. MANAGEMENT AND GENERAL EXPENSES 9,911. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 484,496. CONSULTANTS: PROGRAM SERVICE EXPENSES 7,375. MANAGEMENT AND GENERAL EXPENSES 22,364. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 29,739. OTHER PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 198,679. MANAGEMENT AND GENERAL EXPENSES 29,439. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 228,118. 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