2019-11-15T09:39:56-06:00 2018-12-31 271235638 MCM CPAS & ADVISORS LLP 702 NORTH SHORE DRIVE 500 JEFFERSONVILLE IN 471303104 990 2018-01-01 352106817 GRANDVIEW CARE INC GRAN 5023151703 1515-B ORMSBY STATION COURT LOUISVILLE KY 40223 NEIL RAMSEY PRESIDENT 5023151703 2019-11-14 1 REBECCA L PHILLIPS CPA P00024055 8126703400 69.135.99.226 2019-11-14 09:18:58 ES P 95680D3FA43CB8C8743C1DA14440439B74E29B5F 0CF8084D3B83FD2FC68880408503DDA8AA595B94 2018 2020-03-31 21:24:44Z NEIL RAMSEY 1515-B ORMSBY STATION COURT LOUISVILLE KY 40223 151859965 0 X N/A X 2000 IN TO PROVIDE AFFORDABLE INDEPENDENT HOUSING, ASSISTED LIVING HOUSING AND SERVICES TO ELDERLY, HANDICAPPED, DISABLED, LOW-INCOME AND NEEDY PERSONS, HOUSEHOLDS AND FAMILIES. X 4 3 672 10 0 0 13734 23769 22971017 20066252 -359 57009391 30 0 22984422 77099412 38483 67251 0 0 12050949 10302379 0 0 0 13486836 11507830 25576268 21877460 -2591846 55221952 82441686 73507525 64772226 616113 17669460 72891412 X TO PROVIDE AFFORDABLE INDEPENDENT HOUSING, ASSISTED LIVING HOUSING AND SERVICES TO ELDERLY, HANDICAPPED, DISABLED, LOW-INCOME AND NEEDY PERSONS, HOUSEHOLDS AND FAMILIES. 0 1 21042801 67251 19676498 THE ORGANIZATION PROVIDES ASSISTED SENIOR LIVING AND SERVICES TO ELDERLY, HANDICAPPED, AND DISABLED INDIVIDUALS. 333286 389754 THE ORGANIZATION PROVIDES AFFORDABLE INDEPENDENT HOUSING TO ELDERLY, HANDICAPPED, DISABLED, LOW-INCOME AND NEEDY PERSONS, HOUSEHOLDS AND FAMILIES. 21376087 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 1 0 1 1 0 0 0 1 97 0 1 672 1 0 0 0 0 0 0 0 0 0 0 0 0 X 4 3 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 0 0 0 IN X JASON HENDERSON 5023151703 1515-B ORMSBY STATION COURT LOUISVILLE KY 40223 HERBERT J SCHULTE CHAIRMAN/SECRETARY 5.00 X X 500 0 0 JAMES L HOWARD DIRECTOR/VICE PRESIDENT 5.00 X X 500 0 0 NEIL RAMSEY DIRECTOR/TREASURER 5.00 X X 500 0 0 BL HEITKEMPER DIRECTOR 5.00 X 500 0 0 SAMUEL T BICK PRESIDENT 40.00 X 150000 0 1998 152000 0 1998 1 0 1 0 LIFE CARE SERVICES LLC CAPITAL SQUARE400 LOCUST ST DES MOINES IA 50309 PROPERTY MANAGEMENT 2076626 MAGNOLIA SPRINGS LLC 1515 ORMSBY STATION CT LOUISVILLE KY 40223 MANAGEMENT FEES 387705 A PLACE FOR MOM 701 5TH AVENUE SUITE 3200 SEATTLE WA 98104 REFERRAL FEES 124598 ORCHARD DIGITAL MARKETING 1128 MAIN STREET CINCINNATI OH 45202 MARKETING SERVICES 100540 4 23769 23769 ASSISTED SENIOR LIVING 623000 19676498 19676498 INDEPENDENT LIVING 532000 341292 341292 DEVELOPMENT & MANAGEME 531390 48462 48462 20066252 284944 284944 131485000 74760553 56724447 56724447 56724447 77099412 20066252 0 57009391 67251 67251 153998 153998 8624890 8500700 124190 10877 10457 420 682469 674363 8106 830145 808827 21318 2353795 2353795 99099 7453 91646 4070 4070 18746 18446 300 217684 217684 129178 124424 4754 328900 318650 10250 1699928 1663828 36100 51772 44771 7001 1751814 1751814 2335934 2332734 3200 200030 191205 8825 FOOD & NUTRITION 1545400 1545400 MISCELLANEOUS 599751 572556 27195 RESIDENT ACTIVITY 150524 150524 ASSISTED LIVING 14114 14114 7091 7091 21877460 21376087 501373 0 392665 1476969 629408 68517713 833003 862717 1591 0 220187 32266 3586408 796960 79105315 2789448 936965 -172218 320688 630 1864 0 82441686 73507525 2439365 556558 349652 46705 61650010 0 333199 12850 64772226 616113 X 17621985 72877107 47475 14305 17669460 72891412 82441686 73507525 55221952 0 X 0 0 0 X 15000 59260 13734 23769 111763 9565298 12809252 16777812 22971017 20506345 82629724 9580298 12809252 16837072 22984751 20530114 82741487 0 0 0 82741487 1634 1590 562278 517 284891 850910 1634 1590 562278 517 284891 850910 54221 30 54251 9636153 12810842 17399350 22985298 20815005 83646648 0.98920 0.99080 0.01020 0.00790 X 495203 495203 2998942 721637 2277305 84863 68121 16742 7400 7202 198 2789448 TENANT SECURITY DEPOSITS 12850 12850 BAHAMAS INVESTMENT 257848 0 0 0 0 0 0 257848 0 257848 0 0 0 0 1 0 1 RESIDENT RENT ASSISTANCE 1 10000 EMPLOYEE ASSISTANCE PROGRAM 63 57251 PART I, LINE 2: THE RESIDENT FINANCIAL ASSISTANCE PROGRAM IS AVAILABLE TO A RESIDENT WHO PROVIDES AN APPLICATION AND DOCUMENTATION PROVING A FINANCIAL NEED FOR SUCH ASSISTANCE. A COMMITTEE OF UPPER MANAGEMENT WHICH REPORTS TO THE BOARD OF DIRECTORS REVIEWS THE APPLICATION. IF APPROVED, THE RESIDENT MAY RECEIVE UP TO $6,000.00 PER YEAR, $500.00 ON A MONTHLY BASIS. THE EMPLOYEE RELIEF FUND IS AVAILABLE FOR EMPLOYEES WHO LACK THE FUNDS AND HAVE AN URGENT FINANCIAL NEED FOR SITUATIONS SUCH AS A MEDICAL EMERGENCY, REPAIRS TO THEIR HOME OR CAR, LOSS OF THEIR HOME OR CAR, LOSS OF UTILITIES, AND OTHER EMERGENCY SITUATIONS. AN EMPLOYEE PROVIDES AN APPLICATION AND DOCUMENTATION WHICH IS REVIEWED BY A COMMITTEE COMPRISED OF A DIVERSE GROUP OF EMPLOYEES. IF APPROVED, THE EMPLOYEE CAN RECEIVE UP TO $1,000.00 PER YEAR. X X 0 0 0 0 0 0 0 0 0 SAMUEL T BICK PRESIDENT 150000 0 0 0 0 0 1500 0 498 0 151998 0 0 0 MAGNOLIA SPRINGS LLC ENTITY OWNED BY CONFICARE RE, LLC IN WHICH NEIL RAMSEY IS A PART OWNER. 387705 ASSET MANAGEMENT FEES 0 7 SENIOR ASSISTED LIVING FACILITIES 2018-09-13 130000000 COMPARABLE AND OUSTANDING OFFER 371898463 LCS SHIP VENTURE I LLC DBALCS MAGNOLIA LLC 400 LOCUST ST SUITE 820 DES MOINES IA 50309 PARTNERSHIP 2 APARTMENT COMMUNITIES 2018-07-02 1485000 COMPARABLE AND OUSTANDING OFFER SYNERGY REAL ESTATE PARTNERS LLC AND LLC 426 E 4TH STREET HUNTINGBURG IN 47542 PARTNERSHIP 0 0 0 0 FORM 990, PART III, LINE 3 AS A CONSEQUENCE OF THE SALE OF THE ORGANIZATION'S PRINCIPAL REAL ESTATE HOLDINGS AS SET FORTH IN SCHEDULE N, PART II, THE ORGANIZATION'S FOCUS HAS SHIFTED FROM THOSE HISTORICAL PRINCIPAL PROGRAM SERVICES AS SET FORTH IN PART III, LINES 4A AND 4B, TO PROGRAM SERVICES CONSISTENT WITH THE ORGANIZATION'S NEW CHARITABLE PURPOSE. THE ORGANIZATION IS PRESENTLY AMENDING ITS ARTICLES OF INCORPORATION CONSISTENT WITH ITS CONTINUED INTENT TO OPERATE AS A 501(C)(3) ORGANIZATION. THE ORGANIZATION INTENDS TO CONDUCT CHARITABLE PROGRAMS THAT PROVIDE LIFE ENRICHMENT AND SUPPORT SERVICES TO INDIVIDUALS OF ALL AGES. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE A COMMITTEE WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE COMPLETED AND SIGNED FORM 990 IS DISTRIBUTED TO ALL MEMBERS OF THE BOARD OF DIRECTORS BY FAX, EMAIL, OR BY OTHER MEANS FOR REVIEW AND COMMENT. FORM 990, PART VI, SECTION B, LINE 12C ANNUAL DISCLOSURE FORMS ARE REVIEWED BY THE CORPORATION'S COMPLIANCE OFFICER. ALL POTENTIAL CONFLICTS OF INTEREST ARE BROUGHT BEFORE THE BOARD OF DIRECTORS FOR DISCUSSION AND DELIBERATION. RESOLUTIONS ARE ISSUED BY THE BOARD OF DIRECTORS WHICH OUTLINES MANAGEMENT STRATEGIES AND CONTROLS TO EFFECTIVELY MONITOR AND MANAGE SUCH POTENTIAL CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE CORPORATION'S COMPENSATION POLICY AND PROCEDURES REQUIRES THE APPROVAL OF THE BOARD OF DIRECTORS FOR ALL COMPENSATION MATTERS RELATED TO OFFICERS, DIRECTORS, AND KEY EMPLOYEES WHO EARN MORE THAN $70,000 IN ANNUAL COMPENSATION. THE BOARD OF DIRECTORS REGULARLY UTILIZES ONLINE NONPROFIT COMPENSATION REPORTS FOR ESTABLISHING COMPENSATION LEVELS FOR KEY EMPLOYEES INCLUDING, BUT NOT LIMITED TO, GUIDESTAR.ORG AND CHARITYNAVIGATOR.ORG. ALL COMPENSATION MATTERS RELATED TO EMPLOYEES EARNING LESS THAN $70,000 IN ANNUAL COMPENSATION ARE MADE BY THE AUTHORITY GRANTED TO THE PRESIDENT OF THE CORPORATION BY THE BOARD OF DIRECTORS. THERE WERE NO MATERIAL CHANGES TO COMPENSATION DURING THE CURRENT YEAR. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST AT ITS BUSINESS LOCATION IN LOUISVILLE, KY. WILLOW MANOR APARTMENTS LP 1515-B ORMSBY STATION COURT LOUISVILLE KY 40223 352183978 SECTION 42 HOUSING IN WILLOW MANOR INC EXCLUDED -440093 2528467 0 0 0.99990 WILLOW MANOR INC 1515-B ORMSBY STATION COURT LOUISVILLE KY 40223 383660179 LOW INCOME HOUSING IN GRANDVIEW CARE INC C -44 1.00000 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0