2020-11-13T13:53:07-06:00 2019-12-31 410746749 CLIFTONLARSONALLEN LLP 600 WASHINGTON AVENUE SUITE 1800 ST LOUIS MO 63101 990 2019-01-01 237302390 KANSAS CITY UNITED METHODIST RETIREMENT HOME INC KANS 8169420994 10000 WORNALL ROAD KANSAS CITY MO 64114 JOANNE KELLEY SECRETARY 8169420994 2020-11-12 1 AMBER ROGNAN-HAMILTON P01251012 3149254300 2020-11-12 67.137.57.251 2020-11-12 16:41:41 CS P DBE5E9100BD705C5801F05FB9419F1388E8E9FDA F8146658A0E1E56269216D7DAF6ECE940CE9814E 2019 2021-01-29 14:40:06Z KINGSWOOD DEVIN ALLRED 10000 WORNALL ROAD KANSAS CITY MO 64114 17707690 0 X WWW.KINGSWOODRETIREMENTLIVING.COM X 1972 MO PROVIDE RESIDENTAL & HEALTH CARE FACILITIES & SERVICES FOR OLDER ADULTS & DISABLED PERSONS. 10 10 446 150 0 0 126889 96144 14735117 16938235 282805 255434 405070 417877 15549881 17707690 0 0 0 0 8335861 8706223 0 0 0 13463383 14640266 21799244 23346489 -6249363 -5638799 56291039 53670901 86256953 89014495 -29965914 -35343594 TO WELCOME OLDER ADULTS AND DISABLED PERSONS WITH OPPORTUNITIES TO ENRICH THEIR LIVES WITH EXCELLENT RESIDENTIAL AND HEALTHCARE SERVICES OFFERED IN A SAFE, LOVING AND CARING COMMUNITY. A MINISTRY OF THE UNITED METHODIST CHURCH. 0 0 18792884 17087355 KINGSWOOD, A MINISTRY OF THE UNITED METHODIST CHURCH, MAINTAINS 145 APARTMENTS, 82 BEDS IN THE HEALTH CENTER, 34 ASSISTED LIVING APARTMENTS, 23 MEMORY CARE BEDS AND 65 VILLA HOMES. THE HEALTH CENTER IS LICENSED BY THE STATE OF MISSOURI AS A SKILLED NURSING FACILITY. KINGSWOOD AVERAGES AROUND 300 RESIDENTS ON THE 33 ACRE CAMPUS. SERVICES PROVIDED BY KINGSWOOD INCLUDE MEALS, HOUSEKEEPING, LAUNDRY, UTILITIES, MAINTENANCE, LIGHTED PARKING, RELIGIOUS/SOCIAL PROGRAMMING, SECURITY, ADMINISTRATIVE SERVICES, LOUNGES, CRAFT AREAS, TRANSPORTATION, PERSONAL CARE ASSISTANCE, REHABILITATITVE THERAPY, A CHAPEL, A LIBRARY, A COMPUTER LAB, BEAUTY AND BARBER SALON, GIFT SHOP, OUTDOOR PATIOS AND WALKING AREAS. 18792884 1 1 0 0 0 0 0 0 1 1 1 0 0 0 1 1 0 1 0 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 0 0 1 1 1 0 0 1 33 0 446 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 1 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X CONNIE CARGIN 8164423255 10000 WORNALL ROAD KANSAS CITY MO 64114 X RICHARD LANE CHAIR 0.50 0.50 X X 0 0 0 KELLY SIZEMORE VICE CHAIR 1.00 X X 0 0 0 JOANNE KELLEY SECRETARY 1.00 X X 0 0 0 ROSS MARINE TREASURER 1.00 X X 0 0 0 FRED WIMAN PAST CHAIR (TERM ENDED 4/19) 1.00 X X 0 0 0 ROBERT ADAMS DIRECTOR 0.50 0.50 X 0 0 0 SCOTT CORBIN DIRECTOR 1.00 X 0 0 0 RUTHANNE PHILLIPS DIRECTOR 0.50 0.50 X 0 0 0 GARLAND RICHARDSON DIRECTOR 1.00 X 0 0 0 GARY WARRINER DIRECTOR 1.00 X 0 0 0 JAMES HARTMANN DIRECTOR 1.00 X 0 0 0 MATT PHIPPS EXECUTIVE DIRECTOR 40.00 1.00 X 0 0 0 KRISTEN WALTERS PAST ADMINISTRATOR 40.00 X 0 0 0 MARY MURPHY ADMINISTRATOR 40.00 X 0 0 0 CONNIE CARGIN DIRECTOR OF FINANCE 40.00 1.00 X 104294 0 5938 LAURIE RALSTON MARKETING DIRECTOR 40.00 X 103382 0 0 207676 0 5938 2 0 0 0 LIFE CARE SERVICES 400 LOCUST STREET SUITE 820 DES MOINES IA 50309 MANAGEMENT/DEVELOPMENT 1280420 SQUIRES CONSTRUCTION 23230 NW PINK HILL ROAD BLUE SPRINGS MO 64015 CONSTRUCTION 306827 PYRAMID ROOFING 4001 E 138TH ST GRANDVIEW MO 64030 CONSTRUCTION 300000 SAGE AGE STRATEGIES 17 PIERCE LN MONTOURAVILLE PA 17754 CONSULTING 245434 GLYNNDEVINS INC 8880 WARD PARKWAY KANSAS CITY MO 64114 MARKETING 216413 8 94072 2072 96144 RESIDENT REVENUE 623000 16938235 16938235 16938235 178987 178987 76447 76447 9936 0 9936 9936 INSURANCE PROCEEDS 623000 150758 150758 NFRA REVENUE 623000 149120 149120 DINING SERVICES 623000 53528 53528 54535 54535 407941 17707690 17087355 0 524191 240728 240728 7156008 5914335 1241673 7976 6378 1598 758276 606308 151968 543235 434364 108871 525285 525285 520444 520444 63252 63252 1774697 1283651 491046 575324 569696 5628 747309 595085 152224 212607 212607 1400142 884705 515437 61757 61757 3147203 3045275 101928 2940553 2845318 95235 237147 229467 7680 FOOD 1044085 993529 50556 MAINTENANCE 601108 581640 19468 DUES, LICENSE, FEES 284560 260065 24495 ANCILLARY EXPENSE 269594 269594 235199 211717 23482 23346489 18792884 4553605 0 431790 23409 1888094 2441495 521562 1249427 56433 50422 127869 144785 82681035 39008929 45608584 43672106 6476605 4945119 1035486 1075723 144616 68415 56291039 53670901 5611244 5609019 3236091 4402402 49472388 49542054 242 27937230 29460778 86256953 89014495 X -34104835 -40200009 4138921 4856415 -29965914 -35343594 56291039 53670901 -5638799 490085 -228966 0 X X 0 1 X 1 0 X 202778 197089 140902 126889 96144 763802 13270926 12913761 12891919 14735117 16938235 70749958 8658 9936 18594 13473704 13110850 13032821 14870664 17044315 71532354 5000 5000 0 5000 5000 71527354 135870 106540 192652 285850 255434 976346 135870 106540 192652 285850 255434 976346 426567 283854 290688 396412 407941 1805462 14036141 13501244 13516161 15552926 17707690 74314162 0.96250 0.96350 0.01310 0.01070 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: DINING SERVICES - 2015 AMOUNT: $ 70,957. 2016 AMOUNT: $ 70,399. 2017 AMOUNT: $ 85,824. 2018 AMOUNT: $ 89,651. 2019 AMOUNT: $ 53,528. GIFT SHOP - 2015 AMOUNT: $ 20,107. 2016 AMOUNT: $ 13,669. 2017 AMOUNT: $ 7,558. BEAUTY SHOP - 2015 AMOUNT: $ 77,708. 2016 AMOUNT: $ 66,987. 2017 AMOUNT: $ 31,257. 2018 AMOUNT: $ 3,003. 2019 AMOUNT: $ 5,016. MISCELLANEOUS - 2015 AMOUNT: $ 9,745. 2016 AMOUNT: $ 2,763. TRANSPORTATION - 2015 AMOUNT: $ 43,401. 2016 AMOUNT: $ 34,305. 2017 AMOUNT: $ 26,363. 2018 AMOUNT: $ 33,291. 2019 AMOUNT: $ 26,895. GUEST ROOM - 2015 AMOUNT: $ 32,825. 2016 AMOUNT: $ 28,389. 2017 AMOUNT: $ 29,055. 2018 AMOUNT: $ 3,845. 2019 AMOUNT: $ 22,624. NFRA REVENUE - 2015 AMOUNT: $ 171,824. 2016 AMOUNT: $ 67,342. 2017 AMOUNT: $ 110,631. 2018 AMOUNT: $ 266,622. 2019 AMOUNT: $ 149,120. INSURANCE PROCEEDS - 2019 AMOUNT: $ 150,758. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 3209970 556618 3766588 3308785 -98815 3209970 2801378 507407 3308785 2655355 27350 145490 26817 2801378 2618506 33357 28818 25326 2655355 0.00000 0.36440 0.63560 0 1 1 3161712 3161712 71481232 33627508 37853724 3391597 1634489 1757108 4614608 3746932 867676 31886 31886 43672106 RESIDENT DEPOSITS 185781 REFUNDABLE ENTRANCE FEES 29125907 MANAGEMENT FEE PAYABLE 63290 DUE TO RELATED PARTY 85800 29460778 X PART IV, LINE 2B: THE ORGANIZATION HOLDS FUNDS ON BEHALF OF RESIDENTS FOR USE AT THE RESIDENT'S DISCRETION. PART V, LINE 4: KINGSWOOD MAINTAINS A WESLEY ENDOWMENT FUND. THE FUNDS ARE USED FOR FINANCIAL ASSISTANCE FOR THE RESIDENTS. 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 AND IT 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. A INDUSTRIAL DEVELOPMENT AUTHORIITY OF THE CITY OF KANSAS CITY MISSOURI 431157670 48504LAC7 2016-01-06 51937170 ACQUISITION OF LAND AND CONSTRUCTION ON NEW INDEPENDENT LIVING VILLAS, RENOV 0 0 0 A 1220000 51937170 2184076 1035400 31553644 17164050 2017 1 0 1 1 A 0 1 1 1 0 0.00050 0.00000 0.00050 0 0 1 A 0 1 0 0 0 0 0 0 1 A 1 FORM 990, PART VI, SECTION A, LINE 1 THE EXECUTIVE COMMITTEE OF THE BOARD IS GIVEN AUTHORITY TO ACT ON THE BOARD'S BEHALF ON SPECIFIC SITUATIONS. THE COMMITTEE IS COMPRISED OF THE CHAIR, VICE CHAIR, SECRETARY, TREASURER, AND PAST CHAIR. ALL MEMBERS ARE ALSO MEMBERS OF THE GOVERNING BOARD. FORM 990, PART VI, SECTION A, LINE 2 THE FOLLOWING BOARD MEMBERS HAVE MEMBERSHIP INTEREST IN 447 WEST 99TH LLC: ROBERT M. ADAMS - MEMBERSHIP INTEREST OF 12% RUTHANNE PHILLIPS - MEMBERSHIP INTEREST OF 6% FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION HAS A MANAGEMENT AGREEMENT WITH LIFE CARE SERVICES, LLC (LCS). UNDER THE AGREEMENT, LCS PROVIDES AN EXECUTIVE DIRECTOR AND IS APPOINTED MANAGER OF THE ORGANIZATION'S OPERATIONS AND REAL ESTATE. THE AGREEMENT HAS A 60-MONTH TERM ENDING JANUARY 31, 2021 AND INCLUDES CERTAIN PROVISIONS FOR TERMINATION. THE BASE MANAGEMENT FEE WILL BE THE SUM OF $5,000; PLUS, THE GREATER OF $16,000 OR AN AMOUNT EQUAL TO 2.5% OF NET OPERATING REVENUES RECEIVED BY THE ORGANIZATION DURING EACH MONTH. TOTAL FEES PAID TO LCS PURSUANT TO THE AGREEMENT AMOUNTED TO APPROXIMATELY $525,000 AND $402,000 FOR THE YEARS ENDED DECEMBER 31, 2019 AND 2018, RESPECTIVELY. OTHER MISCELLANEOUS FEES PAID TO LCS FOR VARIOUS SERVICES, INCLUDING TRAVEL, TECHNOLOGY, MARKETING, AND REIMBURSABLE EXPENSES, TOTALED APPROXIMATELY $201,000 AND $214,000 FOR THE YEARS ENDED DECEMBER 31, 2019 AND 2018, RESPECTIVELY. THE ORGANIZATION ALSO ENTERED INTO A DEVELOPMENT AGREEMENT WITH LCS DEVELOPMENT, LLC (LCS), EFFECTIVE JULY 31, 2014. UNDER THE AGREEMENT, LCS WILL EXPEDITE AND COORDINATE PLANNING AND DEVELOPMENT OF THE MASTER FACILITY RENOVATION PROJECT, ASSIST THE ORGANIZATION WITH THE IDENTIFICATION OF POTENTIAL FINANCING FOR THE PROJECT AND ASSIST WITH THE ACQUISITION OF FINANCING FOR THE MASTER FACILITY RENOVATION PROJECT, MANAGE STATE AND LOCAL REGULATORY APPROVALS, MANAGE INITIAL OCCUPANCY DEVELOPMENT, ARRANGE FOR DESIGN AND CONSTRUCTION SERVICES, AND WILL HANDLE CERTAIN BOOKKEEPING FUNCTIONS. IN 2019, THE FOLLOWING LCS EMPLOYEES WERE COMPENSATED BY LCS FOR THEIR SERVICES TO KINGSWOOD: MATT PHIPPS, EXECUTIVE DIRECTOR: $154,469 KRISTEN WALTERS, ADMINISTRATOR: $31,508 MARY MURPHY, ADMINISTRATOR: $54,750 FORM 990, PART VI, SECTION B, LINE 11B THE COMPLETED 990 WILL BE E-MAILED TO BOARD MEMBERS PRIOR TO BEING FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED ANNUALLY TO REVIEW THE CONFLICT OF INTEREST POLICY AND SIGN THAT THEY WILL COMPLY WITH THE POLICY. IF AND WHEN A CONFLICT ARISES, THE BOARD MEMBER IS ASKED TO DISCLOSE MATERIAL FACTS AND LEAVE THE MEETING. A DETERMINATION IS MADE BY THE REMAINING BOARD MEMBERS WHETHER OR NOT A CONFLICT OF INTEREST EXISTS. IF A CONFLICT EXISTS, THE BOARD MEMBER IS REQUESTED TO LEAVE THE MEETING DURING THE DISCUSSION AND THEN THE REST OF THE BOARD VOTES ON THE TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15 THE CEO IS AN EMPLOYEE OF LIFE CARE SERVICES, THE MANAGEMENT COMPANY. COMPARATIVE INFORMATION ON OTHER DIRECTOR'S COMPENSATION IS AVAILABLE THROUGH LIFE CARE SERVICES. A PERFORMANCE REVIEW IS COMPLETED BY THE EMPLOYEE AND THE CEO. COMPARATIVE INFORMATION ON SIMILAR POSITIONS ARE AVAILABLE THROUGH LIFE CARE SERVICES. THIS PROCESS WAS LAST COMPLETED IN 2018. THE CEO REVIEWS THE DIRECTORS BASED ON A PERFORMANCE POINT SYSTEM. THE WAGE INCREASE PERCENTAGE IS BASED ON ACCOUMULATED POINTS. A WAGE COMPARISON IS COMPLETELY ANNUALLY TO ENSURE THAT THE COMPANY REMAINS COMPETITIVE IN THE MARKET. THIS PROCESS WAS LAST COMPLETED IN 2018. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990 PAGE 12, PART XII, LINE 2C THE POLICY FOR REVIEWING THE FINANCIAL STATEMENT REMAINS UNCHANGED FROM THE PRIOR YEAR KINGSWOOD SENIOR LIVING COMMUNITY FOUNDATION 10000 WORNALL ROAD KANSAS CITY MO 64114 200639597 PROVIDES SUPPORT FOR KANSAS CITY UNITED METHODIST RETIREMENT HOME, INC. MO 501 (C)(3) LINE 12A, I KANSAS CITY UNITED METHODIST RETIREMENT HOME INC DBA KINGSWOOD 1 0 0 1 0 1 0 0 0 0 0 1 0 1 0 1 0 1 0 0 KINGSWOOD SENIOR LIVING COMMUNITY FOUNDATION C 94072 FMV KINGSWOOD SENIOR LIVING COMMUNITY FOUNDATION E 85800 FMV