2015-07-10T08:13:29-05:00 2014-12-31 593070669 Moore Stephens Lovelace PA 311 Park Place Blvd Suite 100 Clearwater FL 33759 990 2014-01-01 591005403 Mease Manor Inc MEAS 7277383000 700 Mease Plaza Dunedin FL 34698 John M Norton President and CEO 7277383000 2015-07-10 1 Harry E Harp CPA P00176471 7275314477 2014 2016-02-25 16:41:14Z John M Norton 700 Mease Plaza Dunedin FL 34698 19268512 0 X www.measemanor.com X 1961 FL Quality residential, assisted and skilled nursing services to seniors at at fair cost. 9 9 478 453 0 0 0 50400 18468526 18892822 -68147 -6902 279120 310310 18679499 19246630 0 0 0 0 9346228 9592208 0 0 0 9524828 9454090 18871056 19046298 -191557 200332 22398794 23120091 10034763 10570083 12364031 12550008 X It is Mease Manor's mission to provide senior adults with residence, services, and support that will maximize their independence and ensure the highest possible quality of life. The trustees, management and staff of Mease Manor are dedicated to the highest professional standards and a shared belief in the dignity of the individual. 0 0 8687120 10247975 Mease Continuing Care is the 100 bed skilled nursing program located at Mease Manor. Its services include long-term care and short-term rehabilitation therapy. Mease Continuing Care provides quality skilled nursing care in a home-like setting. Its goal is to enhance the dignity and personal potential of each resident. 4032886 4757494 Mease Manor is a nine-story, 197 unit independent living facility with many resources available to its residents. Residency at Mease Manor includes a package of monthly services designed to complement a wide variety of interests and lifestyles. Residents are offered a choice of two residency agreements: "Membership Agreement", which offers lifetime residency at Mease Manor, and "Annual Lease Program", which offers a standard yearly lease and does not require a membership fee. Both choices include access to on-site heath care, if needed. 3558322 4197663 Mease Assisted Living, the licensed, 105 unit assisted living facility at Mease Manor, is especially developed for seniors whose independence may be enhanced through additional personal services. It improves its residents' quality of life by providing specific services to meet individual needs. Mease Assisted Living is designed in a residential style where residents enjoy private apartments, social opportunities, and the vast resources of the Mease Manor campus. 16278328 1 0 0 0 0 0 0 0 1 0 1 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 23 0 1 478 1 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X ed nettestad 7277383209 700 Mease Plaza Dunedin FL 34698 Nancy M Ridenour Chairman 2.00 X X 0 0 0 John F Freeborn Esq Vice Chairman 2.00 X X 0 0 0 Daniel Massaro Secretary 2.00 X X 0 0 0 Sue Bunevich treasurer 2.00 X X 0 0 0 Jack Bowersox Trustee 1.00 X 0 0 0 Dave Eggers Trustee 1.00 X 0 0 0 Bruce Livingston Trustee 1.00 X 0 0 0 Sallie Parks Trustee 1.00 X 0 0 0 Dave Pauley Trustee 1.00 X 0 0 0 John M Norton President, CEO 45.00 X 190744 0 5266 Edward Nettestad Vice President, CFO 45.00 X 133124 0 5416 Daniel Beeler Nursing home administrator 45.00 X 125827 0 5266 Susan Whitman Marketing 40.00 X 106415 0 5459 556110 0 21407 4 0 1 0 Sodexo Inc and Affiliates PO Box 536922 Atlanta GA 303536922 Culinary 1686129 Functional Pathways 614 Mabry Hood Rd Suite 301 Knoxville TN 37932 Therapy Services 939741 The Terbo Group Inc 1410 Santa Anna Drive Dunedin FL 34698 Construction 563249 Barber Agency 4025 Tampa Road Suite 1208 Oldsmar FL 34677 Insurance 480092 Millennium Pharmacy Systems Inc PO BOX 823441 Philadelphia PA 191823441 Pharmacy 295920 11 50400 50400 Healthcare Service 621400 9355740 9355740 Independent Living Services 623000 4757494 4757494 Assisted Living Services 623000 4197663 4197663 Earned Entrance Fees 623000 581925 581925 18892822 14178 14178 802 0 21882 802 -21882 -21080 -21080 Miscellaneous revenue 900099 215242 215242 Beauty Shop 900099 95068 95068 310310 19246630 19203132 0 -6902 334550 334550 8012389 7220059 792330 628344 543514 84830 616925 533637 83288 15675 15675 35000 35000 920160 752594 167566 135043 135043 275925 82938 192987 135710 11538 124172 2194741 1900383 294358 37229 6975 30254 59260 59260 1848381 1615543 232838 502166 460288 41878 Resident Medical Expens 1655439 1655439 Food 1088955 1045180 43775 Bad Debt 332000 332000 Supplies 86658 42088 44570 131748 16892 114856 19046298 16278328 2767970 0 3235933 4259873 1546937 1469582 62262 58221 734039 382912 33690830 20023112 13528085 13667718 3017983 3018541 273555 263244 22398794 23120091 1266665 1239436 3293014 3834789 5006385 5006385 167599 142543 301100 346930 10034763 10570083 X 12364031 12550008 12364031 12550008 22398794 23120091 200332 -14355 0 X X 0 1 X 1 0 X 21898 15677 50400 87975 17494762 17727736 17803504 18468526 18892822 90387350 17516660 17743413 17803504 18468526 18943222 90475325 0 0 0 90475325 58971 53901 42763 25861 14178 195674 58971 53901 42763 25861 14178 195674 22687 20781 347459 324396 310310 1025633 17598318 17818095 18193726 18818783 19267710 91696632 0.98670 0.98900 0.00210 0.00280 X 1 45537 1035 44502 0 1862590 1862590 25808043 16767825 9040218 4767900 3097768 1670132 1252297 157519 1094778 13667718 Money Market Funds 2771325 F U.S. Government Obligations 177585 F Corporate Bonds 62313 F Corporate Stocks 7318 F 3018541 Resident Deposits 271930 Refundable Entrance Fees 75000 346930 19232275 -14355 -14355 19246630 0 19246630 19046298 0 19046298 0 19046298 Part IV, Line 1b: Resident custodian accounts: Residents can request, in certain cases, Mease Manor, Inc. to maintain their personal funds in a custodial account. These custodial accounts are accounted for separately and are maintained by the nursing facility and the assisted living facility on the residents' behalf. X X 0 0 0 0 0 0 0 0 0 John M Norton President, CEO 190744 0 0 0 0 0 0 0 5266 0 196010 0 0 0 A Pinellas County Health Facilities Authority 592384219 2013-07-24 12700000 see supplemental information 1 0 0 A 12700000 1585000 213580 3207805 7693615 2014 1 0 1 1 A 0 0 0 0 0 0 0 A 0 0 0 0 1 0 0 0 0 A 1 Schedule k, row a, part i (f) to finance the construction for the organization's memory care center, wellness center, mease continuing care roof and lounge projects, administrative offices, and air Conditioner chiller and cooling towers; refund all of the then outstanding series 1995 bonds; and pay the cost of issuance of the series 2013 bonds. Form 990, Part VI, Section B, line 11 The Chief Executive Officer and Chief Finance Officer conduct a complete review of the Form 990 before it is filed with the IRS. In addition, a copy is provided to each voting member of the Board of Trustees. The Board of Trustees have the opportunity to submit questions to The Chief Executive Officer and Chief Finance Officer before the return is filed. Form 990, Part VI, Section B, line 12c The organization's conflict of interest policy covers all officers, directors, trustees and key employees. All officers, trustees and key employees sign an annual conflict of interest statement. The Board of Trustees monitors and enforces compliance with the policy and identifies all conflicts through the annual disclosure process. Officers, trustees and key employees are allowed to participate in discussions regarding issues from which conflicts of interest arise, but are not permitted to advocate for or vote on those issues. Form 990, Part VI, Section B, line 15 The Executive Committee, which is comprised of independent members of the Board of Trustees, reviews and approves the compensation of the Chief Executive Officer and other top management staff using comparability data from the Continuing Care Retirement Community Salary and Benefits Report issued by Leading Age, formerly American Association of Homes and Services for the Aging (AAHSA). The Chief Executive Officer uses the same data for determining the salaries for the other top management staff. The process for reviewing and approving compensation is documented in the Board of Trustees' minutes and the Trustees are given copies of the schedules used to determine The Chief Executive Officer's salary. Form 990, Part VI, Section C, line 19 The organization makes its governing documents, conflict of interest policy, and financial statements available for public inspection upon request. Form 990, Part XII, Line 2C, Oversight of Audit The Finance Committee of the Board of Trustees assumes responsibility for oversight of the audit of the financial statements and selection of an independent accountant. The Finance Committee's oversight and selection process is subject to the board of Trustees' approval. The process has not changed from the prior year. Form 990, Part I, Line 6 Volunteer hours for the year totaled 17,941. Mease Life Services Inc 700 Mease Plaza Dunedin FL 34698 800571702 Dormant FL 501(c)(3) Line 7 Mease Manor Inc 1 Mease LIfe Services Management LLC 700 Mease Plaza Dunedin FL 34698 462603217 Dormant FL 501(c)(3) Line 7 Mease life services inc 1 MEASE MANOR RESIDENTS FOUNDATION INC 700 Mease Plaza dunedin FL 34698 592437006 support residents of Mease Manor, Inc. FL 501(c)(3) Line 11d, III-O N/A 0 Mease Life Services Employment Services LLC 700 Mease Plaza dunedin FL 34698 462610403 dormant FL 501(c)(3) Line 7 mease life services inc 1 Mease Life Services Transportation LLC 700 Mease Plaza dunedin FL 34698 462625509 dormant FL 501(c)(3) Line 7 Mease life services inc 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0