2025-10-30T08:05:32-05:00 2024-12-31 351178661 BLUE & CO LLC 500 N MERIDIAN ST SUITE 200 INDIANAPOLIS IN 46204 990 2024-01-01 350883511 THE ESTELLE PEABODY MEMORIAL HOME INC ESTE 2609820834 400 W SEVENTH ST NORTH MANCHESTER IN 46962 KATIE ROBINSON ADMINISTRATOR 2609820834 2025-10-30 1 1 TYLER K GREENE CPA P00057872 3176334705 2025-10-30 2024 2025-03-06 01:10:19Z THE PEABODY RETIREMENT COMMUNITY KATIE ROBINSON 400 W SEVENTH ST NORTH MANCHESTER IN 46962 27360678 0 X WWW.PEABODYRC.ORG X 1930 IN PEABODY RETIREMENT COMMUNITY PROVIDES COMPREHENSIVE SERVICES FOR OLDER ADULTS & SELECTED SERVICES TO OTHERS WITH GRACE, COMPASSION & RESPECT FOR THE DIGNITY OF INDIVIDUALS, THEIR FAMILIES & COMMUNITIES. 6 1 509 1 0 0 355085 354921 23626174 26891305 13045 114452 0 0 23994304 27360678 0 1900000 0 0 11131875 14173688 0 0 31712 12959161 12846882 24091036 28920570 -96732 -1559892 30489572 28857771 26685873 26715251 3803699 2142520 X PEABODY RETIREMENT COMMUNITY PROVIDES INNOVATIVE LIVING OPTIONS FOR SENIORS THROUGH COMPREHENSIVE SERVICES FOUNDED ON GRACE, COMPASSION, RESPECT, AND DIGNITY. THEY ARE COMMITTED TO THE ENRICHMENT OF LIFE, SUPPORTING INDIVIDUAL CHOICE, AND CELEBRATING THE AGELESS SPIRIT. 0 0 25743746 1900000 26891305 PEABODY RETIREMENT COMMUNITY (PEABODY) UNDERSTANDS THAT EACH INDIVIDUAL HAS UNIQUE NEEDS, AND EXCITING HISTORY, AND HOLDS BELIEFS ABOUT HOW THEIR CARE SHOULD BE DELIVERED. TO MEET THIS END, PEABODY PROVIDES FIVE VERY DIFFERENT LEVELS OF RESIDENCE FROM INDEPENDENT LIVING "COTTAGE HOMES" TO A SPECIALLY EQUIPPED MEMORY ENHANCED NEIGHBORHOOD. PEABODY IS DEDICATED TO THE GOAL OF CREATING A MODEL CAMPUS PROVIDING COST EFFECTIVE INDIVIDUALIZED CARE THAT REACHES FAR BEYOND THE MINIMAL STANDARDS. ADDITIONAL SERVICES PROVIDED TO RESIDENTS INCLUDE ONSITE THERAPIES IN ADDITION TO NUTRITIONAL, PASTORAL, SOCIAL, AND RECREATIONAL SERVICES. INDEPENDENT LIVING SERVICES INCLUDES CONDOMINIUM AND PATIO HOMES. THE 57 INDEPENDENT LIVING COTTAGES OFFER THE FREEDOM OF MAINTENANCE FREE LIVING, A BUSTLING ACTIVITIES SCHEDULE, AN INTEGRATED CALL SYSTEM IN THE EVENT OF AN EMERGENCY, ACCESS TO PREPARED MEALS, ALONG WITH THE COMPANY OF INTERESTING NEIGHBORS WHO CHERISH THEIR INDEPENDENCE AND ARE ALWAYS READY TO LEND A HAND. ASSISTED LIVING CENTER PEABODY OFFERS 118 RESIDENTIAL APARTMENTS. THE PEABODY INN ASSISTED LIVING APARTMENTS OFFER THE CONVENIENCE OF VARIOUS CAMPUS SERVICES, ALONG WITH THE INDEPENDENCE OF YOUR OWN RESIDENCE. SKILLED HEALTH CENTER PEABODY'S HEALTH CENTER HAS 192 LICENSED HEALTH CARE BEDS DESIGNED TO HELP INDIVIDUALS ENJOY BETTER QUALITY OF LIVING THROUGH LATE LIFE. ASSISTED LIVING AND HEALTH CENTER RESIDENTS ENJOY THE ADDITIONAL SERVICES PROVIDED INCLUDE NUTRITIONAL SERVICES. OUR DINING STAFF WORKS CLOSELY WITH THE NURSING SERVICES AND MEDICAL STAFF TO ENSURE SPECIAL DIETARY GOALS ARE ACCOMPLISHED. THROUGH CAREFUL MEDICATION MANAGEMENT AND MONITORING BY OUR NUTRITIONAL AND NURSING STAFF, OUR RESIDENTS CAN OFTEN ENJOY FOODS THEY WERE NOT ABLE TO ENJOY BEFORE JOINING THE PEABODY FAMILY. THERAPY SERVICES OUR THERAPIES INCLUDE SPEECH, PHYSICAL, AND OCCUPATIONAL THERAPY, AND ARE AVAILABLE TO BOTH INPATIENT AND OUTPATIENT RESIDENTS. THIS ALLOWS RESIDENTS TO FOREGO THE OFTEN-DIFFICULT TASK OF ARRANGING TRANSPORTATION TO AND FROM THERAPY APPOINTMENTS. DIALYSIS SERVICES IN 2024 PEABODY OPENED A 9-CHAIR IN HOME HEMODIALYSIS CENTER TO PROVIDE DAILY HEMODIALYSIS TO HEALTH CENTER AND ASSISTED LIVING RESIDENTS IN NEED OF THIS LIFE-SUSTAINING SERVICE. OFFERING THIS SERVICE ON THE CAMPUS ELIMINATES TRANSPORTATION NEEDS AND SHORTENS THE RECOVERY TIME FOR RESIDENTS POST-DIALYSIS. SOCIAL SERVICES STAFF SOCIAL WORKERS PROVIDE PEABODY RESIDENTS AND FAMILIES WITH A VARIETY OF SERVICES TO ENSURE THEIR NEEDS AND DESIRES ARE BEING MET ON A DAILY BASIS. SOCIAL SERVICES COORDINATORS PLAY AN ACTIVE ROLE IN THE ADMISSIONS PROCESSES, HELPING TO DETERMINE THE BEST LEVEL OF CARE FOR RESIDENTS, AND PROVIDE EMOTIONAL SUPPORT TO BOTH RESIDENTS AND THEIR FAMILIES DURING TIMES OF TRANSITION. SOCIAL SERVICE COORDINATORS ALSO ASSIST WITH SUPPORTIVE COUNSELING TO INCREASE COPING WITH TRANSITIONS AND ADVOCACY TO ENSURE THAT RESIDENTS' RIGHTS ARE RESPECTED. PASTORAL SERVICES THE PEABODY MEMORIAL CHAPEL HOLDS SERVICES ON A REGULAR SCHEDULE AND IS CONDUCTED IN THE TRADITION OF VARIOUS DENOMINATIONS. BECAUSE OUR PRIMARY IN-HOUSE WORSHIP SERVICE IS CONDUCTED ON SUNDAY AFTERNOON, MANY RESIDENTS ARE ABLE TO ENJOY RETURNING TO THEIR HOME CONGREGATION FOR MORNING WORSHIP. RECREATIONAL SERVICES RESIDENTS ARE ABLE TO PARTICIPATE IN MANY MEANINGFUL ENDEAVORS TO EXPLORE THE VARIOUS ELEMENTS OF WELLNESS ENCOMPASSING INTELLECTUAL, SOCIAL, VOCATIONAL, SPIRITUAL, EMOTIONAL, PHYSICAL, AND ENVIRONMENTAL IN BOTH GROUP AND INDIVIDUAL SETTINGS. PEABODY ALSO PROVIDES RESIDENTS WITH MANY ENTERTAINMENT AND OFF-CAMPUS EXCURSIONS. 25743746 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 65 0 1 509 1 0 0 0 0 0 0 0 0 0 0 0 0 X 6 1 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 IN X TODD TOPLIFF 2609828616 400 WEST 7TH STREET NORTH MANCHESTER IN 46962 SAM FEUER PRESIDENT 1.00 40.00 X X 0 200707 0 LARRY KATZ MEMBER 1.00 40.00 X 0 200707 0 EPHRAM LAHASKY MEMBER 1.00 40.00 X 0 200707 0 ALBERT J SCHLITT MEMBER 1.00 1.00 X 0 0 0 TODD TOPLIFF MEMBER 1.00 40.00 X 0 326748 0 KATIE ROBINSON ADMINISTRATOR 40.00 1.00 X X 160151 0 14493 SHERRY SUMWAIT IN - CHARGE RN 40.00 0.00 X 152019 0 5939 SHARON SCOTT-BELLINGER DIRECTOR OF NURSING 40.00 0.00 X 131679 0 11879 VICTORIA BOGERT IN - CHARGE RN 40.00 0.00 X 129886 0 5939 ANDREA HOFFMAN QMA 40.00 0.00 X 128245 0 5939 APRIL QUEEN-DAVIS IN - CHARGE RN 40.00 0.00 X 121202 0 0 823182 928869 44189 12 0 1 0 ROSEWOOD STAFFING INC PO BOX 577 WEST BEND WI 530950577 STAFFING SERVICES 1473677 ALL POINTS MANAGEMENT 920 S RIVERWOOD DRIVE WABASH IN 46992 MANAGEMENT SERVICES 790294 RELIANT PRO REHAB LLC PO BOX 207773 DALLAS TX 753207773 THERAPY SERVICES 783297 UNITED RX LLC 150 FENCL LANE HILLSIDE IL 60162 PHARMACY SERVICES 491923 REMEDI SENIOR CARE OF OHIO LLC PO BOX 715744 PHILADELPHIA PA 191715744 PHARMACY SERVICES 191706 10 354921 354921 MANAGEMENT SERVICES 623000 23636876 23636876 PATIENT AND RESIDENT 623000 3254429 3254429 26891305 114452 114452 27360678 26891305 0 114452 X 1900000 1900000 262644 241325 20872 447 12429826 11420905 987775 21146 553535 509051 43918 566 927683 853132 73603 948 994735 994735 58905 50750 8060 95 108546 93518 14852 176 3240321 2791710 443352 5259 50202 42832 7370 499550 471647 27779 124 255039 249155 5798 86 692529 657598 34626 305 8145 7422 723 1568153 1544362 23115 676 2319442 2006571 311890 981 356170 303885 51786 499 MEDICAL SUPPLIES 1185416 1158065 26947 404 FOOD EXPENSE 744260 744260 765469 697558 67911 28920570 25743746 3145112 31712 6150015 3079519 160030 2594988 1497656 4295 75053310 54416043 22064380 20637267 214247 0 403244 2541702 30489572 28857771 279155 610371 950831 767276 23913597 23614772 1542290 1722832 26685873 26715251 X 3803699 2142520 3803699 2142520 30489572 28857771 X -1559892 -523374 422087 X 0 1 X 1 0 X 2254700 197468 23250 355085 354921 3185424 24473202 20971034 22397903 23626174 26891305 118359618 183499 81343 264842 26911401 21249845 22421153 23981259 27246226 121809884 0 0 0 121809884 1 1 264 13045 114452 127763 1 1 264 13045 114452 127763 183499 81343 264842 27094901 21331189 22421417 23994304 27360678 122202489 0.99680 0.99750 0.00100 0.00010 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 525852 7961 533813 503542 22310 525852 4219339 3715797 503542 3739042 100146 609163 205606 23406 4219339 2951181 635221 414494 261854 3739042 0.00000 1.00000 0.00000 0 1 1 2584274 2584274 57111678 41354150 15757528 5229415 4342088 887327 10118943 8719805 1399138 9000 9000 20637267 OTHER RECEIVABLES 2526608 OTHER ASSETS 15094 2541702 DEPOSITS 1344948 DERIVATIVE LIABILITY 377884 1722832 X PART V, LINE 4: THE INTENDED USE OF THE ORGANIZATION'S ENDOWMENT FUND IS TO SUPPORT THE ORGANIZATIONS'S MISSION AND FURTHER ITS TAX-EXEMPT PURPOSE. IN ADDITION, THE PEABODY HOME FOUNDATION, A RELATED TAX-EXEMPT ORGANIZATION, HOLDS ENDOWMENT FUNDS FOR THE BENEFIT OF PEABODY RETIREMENT COMMUNITY. PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY VARIOUS FEDERAL AND STATE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2024, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. 0 AMERICAN EAGLE LIFECARE CORPORATION 3819 HAWK CREST ROAD ANN ARBOR MI 48103 010706736 501C3 1900000 0 TO SUPPORT THE MISSION. 1 0 0 0 0 0 0 0 0 0 0 TODD TOPLIFF MEMBER 0 326748 0 0 0 0 0 0 0 0 0 326748 0 0 SAM FEUER PRESIDENT 0 200707 0 0 0 0 0 0 0 0 0 200707 0 0 LARRY KATZ MEMBER 0 200707 0 0 0 0 0 0 0 0 0 200707 0 0 EPHRAM LAHASKY MEMBER 0 200707 0 0 0 0 0 0 0 0 0 200707 0 0 KATIE ROBINSON ADMINISTRATOR 138551 0 21600 0 0 0 0 0 14493 0 174644 0 0 0 SHERRY SUMWAIT IN - CHARGE RN 150619 0 1400 0 0 0 0 0 5939 0 157958 0 0 0 A TOWN OF NORTH MANCHESTER 356001144 2024-06-10 24000000 RETIREMENT OF 2017 BONDS IN JUNE 2024. 0 0 0 A 24000000 1 0 0 0 A 0 0 0 0 0 0 1 A 0 0 1 0 1 1 DIME COMMUNITY BANK 3.000000000000 0 0 0 0 1 A 1 FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE SHALL CONSIST OF THE OFFICERS OF THE BOARD OF TRUSTEES. THE EXECUTIVE DIRECTOR SHALL SERVE AS AN EX-OFFICIO, NON-VOTING MEMBER OF THE EXECUTIVE COMMITTEE. THE PRESIDENT SHALL BE THE CHAIRPERSON AND VOTING MEMBER OF THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE SHALL ACT FOR AND ON BEHALF OF AND WITH THE FULL AUTHORITY OF THE BOARD OF TRUSTEES IN THE INTERIM BETWEEN MEETINGS OF THE BOARD AND SHALL REPORT ITS ACTIONS THROUGH ITS CHAIRPERSON TO THE BOARD OF TRUSTEES AT ITS MEETINGS. THIS COMMITTEE SHALL BE CHARGED WITH CARRYING OUT THE PLAN OF THE BOARD OF TRUSTEES. SPECIFICALLY THE EXECUTIVE COMMITTEE SHALL: 1) NOMINATE PERSONS TO SERVE ON THE BOARD OF TRUSTEES AS PROVIDED IN THE BYLAWS, 2) NOMINATE PERSONS TO BE ELECTED TO EMERITUS STATUS, 3) NOMINATE OFFICERS TO BE ELECTED BY THE BOARD OF TRUSTEES AT THE ANNUAL MEETING OF THE TRUSTEES, 4) CONDUCT AND ANNUAL EVALUATION OF THE EXECUTIVE DIRECTOR AND SHARE RESULTS WITH THE BOARD OF TRUSTEES, 5) ACT ON BEHALF OF THE BOARD OF TRUSTEES ON CRITICAL ISSUES WHICH ARISE BETWEEN BOARD MEMBERS, 6) CONDUCT AND ANNUAL EVALUATION OF THE BOARD OF TRUSTEES RECOMMENDED CHANGES TO THE BYLAWS, AND 7) SERVE AS AN AD HOC SEARCH COMMITTEE FOR THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION A, LINE 6 THE CORPORATION HAS ONE CLASS OF MEMBERS. THE SOLE MEMBER OF THE CORPORATION IS AMERICAN EAGLE PEABODY LLC. FORM 990, PART VI, SECTION A, LINE 7A IN THE EVENT OF A VACANCY ON THE BOARD OF TRUSTEES, A TRUSTEE IS ELECTED BASED ON AN AFFIRMATIVE VOTE OF THE MAJORITY OF MEMBERS. AT THIS TIME, AMERICAN EAGLE PEABODY LLC IS THE SOLE MEMBER. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS SENT TO ALL BOARD MEMBERS FOR THEIR REVIEW PRIOR TO FILING. MANAGEMENT ALSO REVIEWS A COMPLETED DRAFT OF THE FORM 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C EACH OFFICER, BOARD MEMBER, AND ADMINISTRATIVE STAFF COMPLETES AN ANNUAL CONFLICT OF INTEREST QUESTIONNAIRE. ONCE THE QUESTIONNAIRES ARE COMPLETED, THE EXECUTIVE DIRECTOR REVIEWS THE RESPONSES AND DETERMINES WHETHER OR NOT THERE ARE ANY POTENTIAL CONFLICTS OF INTEREST. IF THERE IS A POTENTIAL CONFLICT OF INTEREST, THE EXECUTIVE DIRECTOR AND BOARD PRESIDENT REVIEW THE CORRESPONDING ISSUE AND DETERMINE IF THERE IS AN ACTUAL CONFLICT OF INTEREST. IF AN ACTUAL CONFLICT OF INTEREST IS DETERMINED TO EXIST, THAT PERSON IS EXCLUDED FROM ANY DISCUSSIONS CONCERNING THE CONFLICTING ISSUE AND IS NOT PERMITTED TO VOTE ON ANY DECISIONS REGARDING THE CONFLICTING ISSUE. ANY PURCHASE AND/OR BIDDING PROPOSALS ARE ALSO REVIEWED FOR ANY POTENTIAL CONFLICTS OF INTEREST PRIOR TO SUBMITTING BIDS OR MAKING PURCHASES. THE EXECUTIVE DIRECTOR ATTENDS THE BOARD MEETING AS A GUEST TO ENSURE THAT COMPLIANCE WITH THESE GUIDELINES IS FOLLOWED. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE PUBLIC UPON REQUEST. THE FINANCIAL STATEMENTS ARE ALSO MADE AVAILABLE THROUGH OUR MASTER TRUSTEE, BY BEING POSTED ON ELECTRIC MUNICIPAL MARKET ACCESS (EMMA). FORM 990, PART IX, LINE 11G PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 2,616,506. MANAGEMENT AND GENERAL EXPENSES 415,528. FUNDRAISING EXPENSES 4,928. TOTAL EXPENSES 3,036,962. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 175,204. MANAGEMENT AND GENERAL EXPENSES 27,824. FUNDRAISING EXPENSES 331. TOTAL EXPENSES 203,359. FORM 990, PART XI, LINE 9: CHANGES IN THE PRIOR YEAR AUDITED FINANCIALS 422,087. PEABODY HOME FOUNDATION INC 400 W 7TH STREET NORTH MANCHESTER IN 46962 310994072 FUNDRAISING IN 501(C)(3) LINE 7 PEABODY RETIREMENT COMMUNITY 1 AMERICAN EAGLE LIFECARE CORPORATION 3819 HAWK CREST ROAD ANN ARBOR MI 48103 010706736 HEALTHCARE IN 501(C)(3) LINE 10 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 1 0