2018-05-15T10:52:15-05:00 2017-12-31 410746749 CLIFTONLARSONALLEN LLP 600 WASHINGTON AVENUE SUITE 1800 ST LOUIS MO 63101 990 2017-01-01 237302390 KANSAS CITY UNITED METHODIST RETIREMENT HOME INC D/B/A KINGSWOOD KANS 8169420994 10000 WORNALL ROAD KANSAS CITY MO 64114 JOANNE KELLEY SECRETARY 8169420994 2018-05-14 1 JEFF PARKER P00970069 3149254300 2017 2022-09-23 18:48:47Z MATT PHIPPS 10000 WORNALL ROAD KANSAS CITY MO 64114 13516161 0 X WWW.KINGSWOODRETIREMENTLIVING.COM X 1972 MO KINGSWOOD'S MISSION IS TO PROVIDE RESIDENTAL AND HEALTH CARE FACILITIES, SERVICES AND OPPORTUNITIES FOR OLDER ADULTS AND DISABLED PERSONS. 12 12 344 51 0 0 197089 140902 12913761 12891919 112084 192652 283854 290688 13506788 13516161 0 450 0 0 6845449 7452434 0 0 0 8656740 10863054 15502189 18315938 -1995401 -4799777 65893931 62824604 84879686 86143360 -18985755 -23318756 KINGSWOOD'S MISSION IS 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 15183657 450 13002550 KINGSWOOD, A MINISTRY OF THE UNITED METHODIST CHURCH, MAINTAINS 137 INDEPENDENT LIVING 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. 15183657 1 1 0 0 0 0 0 0 0 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 54 0 344 1 0 0 0 0 0 0 0 0 0 0 X 12 12 0 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 ROBERT ADAMS DIRECTOR 0.50 0.50 X 0 0 0 SALLY FIRESTONE DIRECTOR 1.00 X 0 0 0 JOANNE KELLEY SECRETARY 1.00 X X 0 0 0 RICHARD LANE VICE CHAIRMAN/TREASURER 0.50 0.50 X X 0 0 0 FRED WIMAN CHARIMAN 1.00 X X 0 0 0 SCOTT CORBIN DIRECTOR 1.00 X 0 0 0 ROSS MARINE DIRECTOR 1.00 X 0 0 0 GARLAND RICHARDSON DIRECTOR 1.00 X 0 0 0 GARY WARRINER DIRECTOR 1.00 X 0 0 0 ELVA NEEDLES DIRECTOR 1.00 X 0 0 0 RUTHANNE PHILLIPS DIRECTOR 0.50 0.50 X 0 0 0 KELLY SIZEMORE DIRECTOR 1.00 X 0 0 0 TERRI MOORE PAST EXECUTIVE DIRECTOR 40.00 X 0 0 0 MATT PHIPPS EXECUTIVE DIRECTOR (2018) 40.00 X 0 0 0 MIKE DIRLAM ASSOCIATE EXECUTIVE DIRECTOR 40.00 X 0 0 0 KRISTEN WALTERS ADMINISTRATOR 40.00 X 0 0 0 CONNIE CARGIN DIRECTOR OF FINANCE 40.00 X 103107 0 7561 NATALIE CHISAM MARKETING DIRECTOR 40.00 X 134126 0 0 237233 0 7561 2 0 0 0 PARIC CORP PO BOX 790100 ST LOUIS MO 63179 CONSTRUCTION 10671568 LIFE CARE SERVICES 400 LOCUST STREET SUITE 820 DES MOINES IA 50309 MANAGEMENT/DEVELOPMENT 855000 REHAB CARE PO BOX 503534 ST LOUIS MO 63150 THERAPY 443811 SPELLMAN BRADY 8251 MARYLAND AVENUE SUITE 300 ST LOUIS MO 63105 INTERIOR DESIGN 442428 GLYNNDEVINS 8880 WARD PARKWAY KANSAS CITY MO 64114 MARKETING SOLUTIONS 323197 19 132016 8886 140902 RESIDENT REVENUE 623000 12891919 12891919 12891919 192652 192652 7558 0 7558 7558 NFRA REVENUE 623000 110631 110631 DINING SERVICES 623000 85824 85824 BEAUTY SHOP 623000 31257 31257 55418 55418 283130 13516161 13002550 0 372709 450 450 430664 430664 5724404 5075164 649240 7346 5175 2171 847819 743032 104787 442201 388326 53875 421945 421945 269866 269866 52885 52885 1297136 1213746 83390 431799 431799 706435 612118 94317 213410 213410 1071392 1036693 34699 69833 56007 13826 1895591 1834199 61392 2063846 1997005 66841 181218 175349 5869 FOOD 955675 955675 MAINTENANCE 592677 573482 19195 DUES, LICENSE, FEES 349964 298814 51150 ANCILLARY EXPENSE 133762 133762 155620 84660 70960 18315938 15183657 3132281 0 2730512 2250210 5549218 4866995 662469 332513 52519 51077 100238 119327 81099500 33684253 38184319 47415247 17494603 6531596 1000337 1113023 119716 144616 65893931 62824604 6618867 6376490 3408721 3442533 49941545 49882081 24910553 26442256 84879686 86143360 X -22701788 -27632548 1836573 2418466 1879460 1895326 -18985755 -23318756 65893931 62824604 -4799777 466776 0 X X 0 1 X 1 0 X 290233 277268 202778 197089 140902 1108270 13587315 13742036 13270926 12913761 12891919 66405957 13877548 14019304 13473704 13110850 13032821 67514227 5000 5000 0 5000 5000 67509227 56589 39892 135870 106540 192652 531543 56589 39892 135870 106540 192652 531543 688314 430945 426567 283854 290688 2120368 14622451 14490141 14036141 13501244 13516161 70166138 0.96210 0.96250 0.00760 0.00550 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: DINING SERVICES - 2013 AMOUNT: $ 80,337. 2014 AMOUNT: $ 75,102. 2015 AMOUNT: $ 70,957. 2016 AMOUNT: $ 70,399. 2017 AMOUNT: $ 85,824. GIFT SHOP - 2013 AMOUNT: $ 26,287. 2014 AMOUNT: $ 20,993. 2015 AMOUNT: $ 20,107. 2016 AMOUNT: $ 13,669. 2017 AMOUNT: $ 7,558. BEAUTY SHOP - 2013 AMOUNT: $ 91,231. 2014 AMOUNT: $ 83,798. 2015 AMOUNT: $ 77,708. 2016 AMOUNT: $ 66,987. 2017 AMOUNT: $ 31,257. MISCELLANEOUS - 2013 AMOUNT: $ 432,247. 2015 AMOUNT: $ 9,745. 2016 AMOUNT: $ 2,763. TRANSPORTATION - 2013 AMOUNT: $ 37,616. 2014 AMOUNT: $ 41,228. 2015 AMOUNT: $ 43,401. 2016 AMOUNT: $ 34,305. 2017 AMOUNT: $ 26,363. GUEST ROOM - 2013 AMOUNT: $ 20,596. 2014 AMOUNT: $ 25,335. 2015 AMOUNT: $ 32,825. 2016 AMOUNT: $ 28,389. 2017 AMOUNT: $ 29,055. NFRA REVENUE - 2014 AMOUNT: $ 184,489. 2015 AMOUNT: $ 171,824. 2016 AMOUNT: $ 67,342. 2017 AMOUNT: $ 110,631. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2801378 507407 3308785 2655355 27350 145490 26817 2801378 2618506 33357 28818 25326 2655355 2460121 25818 157417 24850 2618506 2081657 27732 377512 26780 2460121 0.00000 0.29980 0.70020 0 1 1 3161712 3161712 70084527 29167010 40917517 3307543 1389215 1918328 4545718 3128028 1417690 47415247 RESIDENT DEPOSITS 272605 REFUNDABLE ENTRANCE FEES 26169651 26442256 X 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 235000 51937170 3535288 1035400 31553644 15812838 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 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 SEPTEMBER 30, 2019 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 $422,000 AND $435,000 FOR THE YEARS ENDED DECEMBER 31, 2017 AND 2016, RESPECTIVELY. OTHER MISCELLANEOUS FEES PAID TO LCS FOR VARIOUS SERVICES, INCLUDING TRAVEL, TECHNOLOGY, MARKETING, AND REIMBURSABLE EXPENSES, TOTALED APPROXIMATELY $348,000 AND $503,000 FOR THE YEARS ENDED DECEMBER 31, 2017 AND 2016, 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 2017, THE FOLLOWING LCS EMPLOYEES WERE COMPENSATED BY LCS FOR THEIR SERVICES TO KINGSWOOD: TERRI MOORE, EXECUTIVE DIRECTOR: $226,181 MIKE DIRLAM, ASSOCIATE EXECUTIVE DIRECTOR: $121,879 KRISTEN WALTERS, ADMINISTRATOR: $82,604 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 2017. 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 2017. 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 FORM 990, SCHEDULE R, PART III, COLUMN A THE PARTNERSHIP IS RELATED AS THERE IS COMMON CONTROL FOR BOARD MEMBERS OF THE FILING ORGANIZATION THAT OWN A VOTING MAJORITY OF THIS PARTNERSHIP. 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 1 457 WEST 100TH TERRACE LLC 10000 WORNALL ROAD KANSAS CITY MO 64114 274598541 REAL ESTATE MO N/A 0 0 1 0 0 0 0 0 0 0 1 0 1 0 1 0 1 0 0 KINGSWOOD SENIOR LIVING COMMUNITY FOUNDATION C 132016 FMV