2019-11-13T16:55:53-06:00 2018-12-31 410746749 CLIFTONLARSONALLEN LLP 8215 GREENWAY BOULEVARD SUITE 600 MIDDLETON WI 53562 990 2018-01-01 390942151 METHODIST MANOR INC METH 4146074100 3023 S 84TH STREET WEST ALLIS WI 53227 KENYATTA BROWN CFO 4146074100 2019-11-12 1 KIMBERLY ANDERSON P00188889 6086628600 2019-11-12 67.137.57.251 2019-11-12 15:40:44 CS P D96076016A1D85786C0DD27C05D232F375DC2AFE 80C60A3229B7A1AF8D9A9534F2FFA1F0FE5924E2 2018 2020-03-31 21:24:44Z KENYATTA BROWN 3023 S 84TH STREET WEST ALLIS WI 53227 13310144 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 4 795 130 0 0 0 61966 11947531 11260056 304688 569798 -136721 45508 12115498 11937328 0 0 0 0 9255002 9689080 0 0 0 1366429 918125 10621431 10607205 1494067 1330123 28904494 30722974 37959453 39051666 -9054959 -8328692 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 126 UNIT ASSISTED LIVING FACILITY, AND WESLEY PARK, A 262 UNIT INDEPENDENT LIVING FACILITY. 0 0 5190631 6272147 PALMER HOUSE - PROVIDE ASSISTED LIVING SERVICES TO RESIDENTS IN A 126 UNIT FACILITY AS PART OF A CONTINUUM OF CARE FOR SENIORS. 3644791 4987909 WESLEY PARK - PROVIDE INDEPENDENT LIVING FACILITIES TO RESIDENTS IN A 262 UNIT FACILITY AS PART OF A CONTINUUM OF CARE FOR SENIORS AND PROVIDE PROGRAMS FOR RESIDENTS THROUGH A SENIOR CENTER. 8835422 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 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 37 0 1 795 1 0 0 0 0 0 0 0 0 0 0 X 8 4 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 WI X KENYATTA BROWN 4146074251 3023 S 84TH STREET WEST ALLIS WI 53227 DAVID AFFELDT CHAIRMAN OF THE BOARD 1.00 4.00 X X 0 0 0 TERRANCE BRAATZ VICE CHAIRMAN 1.00 3.00 X X 0 0 0 ELIZABETH TOOHILL PRESIDENT/CEO AS OF 4/1/2018 8.00 32.00 X X 85544 0 736 RICK KELLAR BOARD MEMBER 1.00 3.00 X 0 0 0 ALAN RUNDE PRESIDENT/CEO UNTIL 3/31/2018 8.00 32.00 X X 201183 0 260 JOSEPH DALEY CHIEF INFORMATION OFFICER 10.00 30.00 X X 106087 0 18092 KENNETH J WIDENSKI CFO 10.00 30.00 X X 120009 0 9144 TIM BATE SECRETARY/TREASURER 1.00 3.00 X X 0 0 0 MARLA COSTELLO BOARD MEMBER/VP OF CAMPUS OPERATIONS 37.00 3.00 X 154720 0 355 SEAN CALLAHAN DIRECTOR OF STRATEGIC INIT 32.00 8.00 X 134207 0 32729 DEBRA HAMILTON LICENSED PRACTICAL NURSE 40.00 X 101532 0 950 ISATA SHERIFF LICENSED PRACTICAL NURSE 40.00 X 145671 0 3147 1048953 0 65413 7 0 1 0 NEW HORIZON FOODS 211 2ND ST NW ST MICHAEL WI 55376 FOOD SERVICES 357116 CARPETLAND USA 11316 W ROGERS ST MILWAUKEE WI 53227 FLOORING 150185 CLIFTONLARSONALLEN LLP 8215 GREENWAY BLVD MIDDLETON WI 53562 AUDIT 100506 3 61966 61966 NET SERVICE REVENUE 623000 6880272 6880272 MAINTENANCE FEES 623000 2093127 2093127 ENTRANCE FEES 623000 879082 879082 OTHER OPERATING REVENUE 623000 817201 817201 MEDICARE/MEDICAID PAYMENTS 623000 590374 590374 11260056 162121 162121 1778632 1861 1372816 0 405816 1861 407677 407677 EQUITY IN EARNINGS OF AFFILIATE 900099 45508 45508 45508 11937328 11260056 0 615306 X 416876 416876 7384818 5941370 1443448 113294 113294 1299919 1296068 3851 474173 474173 72841 72841 120000 120000 41786 41786 1078430 835158 243272 152662 18596 134066 338046 172333 165713 718056 637394 80662 55836 30202 25634 25736 17445 8291 666391 666391 786402 786402 263239 263239 LIFE CARE 1391430 1391430 FOOD 960041 960041 FUTURE SERVICE OBLIGATI 390933 390933 OTHER EXPENSES 305000 192793 112207 -6448704 -5393626 -1055078 10607205 8835422 1771783 0 428949 2134843 78735 122660 25000 5208 67357 76071 190022 193324 43779851 37227280 6044043 6552571 5650213 5288526 16420175 16349771 28904494 30722974 1786719 2088255 4065080 3177022 12387850 12098821 1173683 989768 18546121 20697800 37959453 39051666 X -9054959 -8328692 -9054959 -8328692 28904494 30722974 1330123 -603856 0 X X 0 1 X 1 0 X 6330 132219 61966 200515 9692799 10239602 9220163 11947531 11260056 52360151 9699129 10371821 9220163 11947531 11322022 52560666 0 0 0 52560666 160418 157448 212433 140119 162121 832539 160418 157448 212433 140119 162121 832539 -136721 45508 -91213 9859547 10529269 9432596 11950929 11529651 53301992 0.98610 0.98740 0.01560 0.01490 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 62633 62633 12900291 11560500 1339791 12371718 9868255 2503463 17829022 15798525 2030497 616187 616187 6552571 INVESTMENTS LIMITED TO USE 5288526 F 5288526 RESIDENT DEPOSITS 21096 DUE FROM AFFILIATES 16328675 16349771 DUE TO AFFILIATE 18835656 REFUNDABLE DEPOSITS 228364 FUTURE SERVICE OBLIGATION 734003 CAPITAL LEASE 895913 RESIDENT DEPOSITS 3864 20697800 X X X 1 0 0 0 0 0 0 0 0 ALAN RUNDE PRESIDENT/CEO UNTIL 3/31/2018 201183 0 0 0 0 0 0 0 260 0 201443 0 0 0 MARLA COSTELLO BOARD MEMBER/VP OF CAMPUS OPERATIONS 154720 0 0 0 0 0 0 0 355 0 155075 0 0 0 SEAN CALLAHAN DIRECTOR OF STRATEGIC INIT 134207 0 0 0 0 0 24000 0 8729 0 166936 0 0 0 PART I, LINE 4A METHODIST MANOR, INC. PAID SEVERANCE PAY OF $158,492 TO ALAN RUNDE. ALAN RUNDE PRIOR PRESIDENT/CEO PROMISSORY NOTE X 25000 5208 0 1 1 5208 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. 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 333,947. MANAGEMENT AND GENERAL EXPENSES 6,778. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 340,725. CONSULTANTS: PROGRAM SERVICE EXPENSES 369,987. MANAGEMENT AND GENERAL EXPENSES 204,506. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 574,493. OTHER FEES FOR SERVICES: PROGRAM SERVICE EXPENSES 131,224. MANAGEMENT AND GENERAL EXPENSES 31,988. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 163,212. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. 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 VANGUARD HEALTH SERVICES INC 3023 S 84TH STREET WEST ALLIS WI 53227 391394780 HOLDING COMPANY WI N/A C 0 HOME CARE MEDICAL INC 5665 S WESTRIDGE DRIVE NEW BERLIN WI 53131 870735686 MEDICAL EQUIPMENT WI N/A C 0 0 0 0 0 0 0 0 1 0 0 1 0 1 1 1 1 1 1 0