2016-11-09T14:37:39-06:00 2015-12-31 610420207 JONES NALE & MATTINGLY PLC 642 SOUTH FOURTH ST STE 300 LOUISVILLE KY 40202 990 2015-01-01 611078924 PRESBYTERIAN HOMES AND SERVICES OF KENTUCKY INC PRES 5022599101 PO BOX 18067 LOUISVILLE KY 402610067 HARRIET WAGNER PRESIDENT/ CEO 5022599101 2016-11-08 1 TRAVIS C FRICK P01728213 5025830248 2015 2017-02-10 21:41:12Z HARRIET WAGNER PO BOX 18067 LOUISVILLE KY 402610067 23698263 0 X WWW.PHSK.ORG X 1985 KY ANSWERING GOD'S CALL TO LIFE CARE FOR THE AGING AND OTHERS, PRESBYTERIAN HOMES AND SERVICES OF KENTUCKY, INC. (PHSK) ENDEAVORS TO GIVE COMPASSIONATE CARE AND SUPERIOR SERVICE TO ALL WE SERVE. TO FULFILL THIS MISSION, PHSK HAS DEVELOPED COMMUNITIES TO ENCOURAGE RESIDENTS TO LIVE WITH DIGNITY WHILE MAINTAINING HIGHEST POSSIBLE LEVEL OF INDEPENDENCE. SERVING A DIVERSE POPULATION, EACH OF THE FACILITIES IN THE PRESBYTERIAN HOMES AND SERVICES FAMILY CREATES AN ENVIRONMENT TO RESPOND TO CHANGING NEEDS AS OUR RESIDENTS AGE. OFFERING COMPASSIONATE MEDICAL CARE, IN ADDITION TO SPIRITUAL AND EMOTIONAL SUPPORT SERVICES, PRESBYTERIAN HOMES SEEKS TO PROMOTE THE HEALTH AND WELFARE OF EACH PERSON WITH WHOM WE ASSOCIATE. IN ADDITION, PHSK PROVIDES FINANCIAL SUPPORT TO RESIDENTS WHOSE RESOURCES HAVE BEEN EXHAUSTED. THANKS TO OUR BENEVOLENT CARE FUND, NO RESIDENT IS ASKED TO LEAVE OUR FACILITIES DUE TO LACK OF FINANCIAL RESOURCES. 11 11 661 0 0 0 18566 1633 23969612 23694180 3503 354 4779 0 23996460 23696167 0 0 0 0 13824401 12984708 0 0 0 11374146 11238123 25198547 24222831 -1202087 -526664 7372510 7976715 20444304 21582284 -13071794 -13605569 FINANCIAL AND OPERATIONAL MANAGEMENT OF NURSING FACILITIES, ASSISTED-LIVING FACILITIES, AND RETIREMENT APARTMENTS. THE ORGANIZATION HAS 290 NURSING BEDS, 147 ASSISTED-LIVING APARTMENTS AND 21 PERSONAL CARE BEDS. 0 0 19383220 23694180 PROVIDED 83,243 DAYS OF PATIENT CARE FOR NURSING HOME RESIDENTS, 16,215 DAYS OF RESIDENT CARE FOR ASSISTED-LIVING RESIDENTS AND 16,178 DAYS OF PERSONAL CARE FOR PATIENTS IN THE PERSONAL CARE UNIT. 19383220 1 0 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 21 0 1 661 1 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 0 0 1 1 1 1 1 1 1 1 1 1 0 KY X X SUSAN SCHAUER 5022599101 1030 ALTA VISTA ROAD LOUISVILLE KY 40205 MRS ANNE SWOPE CHAIR 2.00 X X 0 0 0 MR CHARLES B CHRISMAN JR VICE CHAIR 2.00 X X 0 0 0 DR DOUGLAS HUMPHREY SECRETARY 2.00 X X 0 0 0 MR J MICHAEL DALTON DIRECTOR 2.00 X 0 0 0 MR JOSEPH FLOYD DIRECTOR 2.00 X 0 0 0 DR THOMAS REICHARD DIRECTOR 2.00 X 0 0 0 REV WILLA FAE WILLIAMS DIRECTOR 2.00 X 0 0 0 MR RONALD DAMRON DIRECTOR 2.00 X 0 0 0 MR HAROLD SMITH DIRECTOR 2.00 X 0 0 0 MS SUSAN LOCKHART DIRECTOR 2.00 X 0 0 0 MR THOMAS REICHARD DIRECTOR 2.00 X 0 0 0 MR DAVID W FENNELL DIRECTOR 2.00 X 0 0 0 REV WAYNE A STEELE SR DIRECTOR 2.00 X 0 0 0 DR HARRIET WAGNER PRESIDENT/CEO 45.00 X 194015 0 1275 MR CRAIG W JENNINGS VICE PRESIDENT 40.00 X 142692 0 1286 336707 0 2561 2 0 1 0 VERTIS THERAPY 10 S 9TH ST NOBLESVILLE IN 46060 THERAPY SERVICES 2178554 US FOODS INC 1114 GARDEN ST PITTSBURGH PA 15264 FOODSERVICE 743863 MEDCARE PHARMACY 350 ARISTOCRAT DR STE B FLORENCE KY 41042 PHARMACEUTICAL SERVICES 668296 MEDLINE INDUSTRIES BOX 382075 PITTSBURGH PA 15251 MEDICAL SUPPLY AND SERVICE 409171 LG&E 220 W MAIN ST LOUISVILLE KY 40290 UTILITY & POWER SERVICES 284671 5 1633 1633 NURSING FACILITY INCOME 623000 15057402 15057402 ANCILLARY INCOME 623000 6027168 6027168 PERSONAL CARE SERVICES 623000 1338726 1338726 ASSISTED LIVING SERVICE 623000 1212532 1212532 ENTRY FEES 623000 31408 31408 26944 26944 23694180 450 450 2000 2096 -96 -96 -96 23696167 23694180 0 354 11117680 9330623 1787057 25745 21607 4138 1004523 843056 161467 836760 702259 134501 26314 26314 143949 143949 3278 3278 158994 158994 2441926 2024531 417395 176643 2700 173943 2527282 2474215 53067 55426 4901 50525 25043 9491 15552 10689 10689 238477 238477 550304 550304 CONTRACT LABOR 2186112 2074822 111290 TAXES AND LICENSES 893935 893935 ANCILLARY SERVICES 803370 803370 MISCELLANEOUS 701873 8356 693517 294508 294508 24222831 19383220 4839611 0 325781 181509 123929 107966 5465128 6150164 104089 111180 4289083 3147604 1083154 1141479 101557 94443 168872 189974 7372510 7976715 3272297 3296028 114968 83560 17057039 18202696 20444304 21582284 X -13533362 -14060024 360164 360162 101404 94293 -13071794 -13605569 7372510 7976715 -526664 -7111 0 X X 0 1 X 1 0 X 87004 111945 34126 18566 1633 253274 21657000 22261714 21905496 23758954 23692547 113275711 21744004 22373659 21939622 23777520 23694180 113528985 0 0 0 113528985 1699 805 481 3503 450 6938 1699 805 481 3503 450 6938 21745703 22374464 21940103 23781023 23694630 113535923 0.99990 0.99990 0.00010 0.00010 X 0 101405 -7111 94294 102110 -705 101405 102996 -886 102110 97538 5458 102996 101110 -3572 97538 1.00000 1 0 1065884 514046 551838 15977 14095 1882 3207222 2619463 587759 1141479 SECURITY DEPOSITS 19500 RELATED PARTY PAYABLE TO ST. JAMES GROUP INC. 4937252 RELATED PARTY PAYABLE TO PRESBYTERIAN HOMES AND SERVICES FOUNDATION INC. 13195944 DUE TO PHELPS REGIONAL HEALTH SERVICES 50000 18202696 X 23689056 -7111 -7111 23696167 0 23696167 24222831 0 24222831 0 24222831 PART X, LINE 2: THE ORGANIZATION'S ACCOUNTING POLICY PROVIDES THAT A TAX EXPENSE/BENEFIT FROM AN UNCERTAIN TAX POSITION MAY BE RECOGNIZED WHEN IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION, INCLUDING RESOLUTIONS OF ANY RELATED APPEALS OR LITIGATION PROCESSES, BASED ON THE TECHNICAL MERITS. THE ORGANIZATION HAS NO UNCERTAIN TAX POSITIONS RESULTING IN AN ACCRUAL OF TAX EXPENSE OR BENEFIT. X 1 0 X X X 0 0 0 0 0 0 0 0 0 DR HARRIET WAGNER PRESIDENT/CEO 194015 0 0 0 0 0 0 0 1275 0 195290 0 0 0 FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE ANY SUB-COMMITTEES. THE GOVERNING BODY REVIEWS AND APPROVES THE FORM 990 BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS PRESENTED TO THE BOARD OF TRUSTEES AT THE BOARD MEETING IMMEDIATELY PRECEDING THE FILING DEADLINE FOR FORM 990. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, TRUSTEES AND EXECUTIVE OFFICERS OF THE ORGANIZATION SIGN A CERTIFICATION WHICH AFFIRMS THE INDIVIDUAL HAS RECEIVED A COPY OF THE ORGANIZATION'S CONFLICT OF INTEREST POLICY AND HAS READ AND UNDERSTOOD THE POLICY. IF A CONFLICT OF INTEREST SHOULD ARISE, THE INTERESTED PERSON MUST DISCLOSE THE CONFLICT AND THE MATERIAL FACTS TO THE TRUSTEES. ALSO, ALL CONFLICTS OF INTEREST THAT DO ARISE ARE DOCUMENTED IN THE BOARD MINUTES. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE PRESIDENT AND CEO IS SET BY THE BOARD HR COMMITTEE AND IS BASED ON COMPENSATION SURVEY INFORMATION (KHASA COMPENSATION SURVEY, ETC). SALARIES FOR OTHER OFFICERS OF THE CORPORATION ARE SET BY THE CEO IN CONSULTATION WITH THE BOARD HR COMMITTEE AND ARE BASED ON RELEVANT MARKET RATES AND SURVEY RESULTS. 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. THE ORGANIZATION ALSO MAKES ITS FORM 990 AVAILABLE TO THE PUBLIC ON GUIDESTAR'S WEBSITE. FORM 990, PART XII, LINE 2C: OVERSIGHT: THE AUDIT COMMITTEE OVERSEES THE SELECTION OF INDEPENDENT AUDITORS. THE AUDIT COMMITTEE REVIEWS AND APPROVES THE ANNUAL FINANCIAL STATEMENT AUDIT. THE AUDIT COMMITTEE PRESENTS THE ANNUAL FINANCIAL STATEMENTS TO THE FULL BOARD OF DIRECTORS. PRESBYTERIAN HOMES AND SERVICES FOUNDATION INC PO BOX 18067 LOUISVILLE KY 40261 611212336 TO SUPPORT PRESBYTERIAN HOMES AND SERVICES, INC. KY 501(C)(3) LINE 11A, I 0 ST JAMES GROUP INC PO BOX 18067 LOUISVILLE KY 40261 611367385 TO SUPPORT PRESBYTERIAN HOMES AND SERVICES, INC. KY 501(C)(3) LINE 11A, I 0 PHELPS REGIONAL HEALTH SERVICES INC PO BOX 18067 LOUISVILLE KY 40261 611280954 TO OWN AND MANAGE RENTAL PROPERTY OF A NURSING FACILITY IN PHELPS, KY KY 501(C)(3) LINE 9 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 PRESBYTERIAN HOMES AND SERVICES FOUNDATION INC K 46800 LEASE AGREEMENT PRESBYTERIAN HOMES AND SERVICES FOUNDATION INC E 4548393 FORMULA ST JAMES GROUP INC K 1204068 LEASE AGREEMENT PHELPS REGIONAL HEALTH SERVICES INC K 326690 LEASE AGREEMENT ST JAMES GROUP INC E 3391161 FORMULA PHELPS REGIONAL HEALTH SERVICES INC D 21102 FORMULA PRESBYTERIAN HOMES AND SERVICES FOUNDATION INC B 475525 BOARD OF DIRECTORS