2014-11-13T10:16:55-06:00 2013-12-31 BKD LLP 1201 Walnut Suite 1700 Kansas City MO 641062246 990 2013-01-01 481199065 VILLAGE SHALOM INC % NICOLE ANTHONY VILL 9133172600 5500 WEST 123RD STREET Suite OVERLAND PARK KS 66209 MATTHEW LEWIS PRESIDENT/CEO 9133172600 2014-11-17 true Michael J Engle P00482834 9133172600 2013 2015-11-30 17:44:51Z MATTHEW LEWIS 5500 WEST 123RD STREET OVERLAND PARK KS 66209 24072611 false X WWW.VILLAGESHALOM.ORG X 1996 KS TO PROVIDE THE HIGHEST QUALITY OF RESIDENT CARE AND OUTREACH CARE AND OUTREACH PROGRAMS TO MEET THE PHYSICAL, SOCIAL, AND SPIRITUAL NEEDS OF SENIORS TO SUPPORT THEIR HIGHEST LEVEL OF INDEPENDENCE. 17 17 310 120 0 0 1184642 1105220 16323024 16050750 -25458 14845 4422519 6901796 21904727 24072611 281225 274791 0 0 7706620 7793850 0 0 493640 11005227 10130614 18993072 18199255 2911655 5873356 61792727 59431365 56617700 49671046 5175027 9760319 SEE SCHEDULE O false false 15706799 274791 16050750 SEE SCHEDULE O 15706799 true true false true false false false false false true true true false false true false false true false false false false false false false false false false true true true false false false false false false false false false false false false false false false true true true false false true 67 0 true 310 true false false false false false true true false false false false X 17 17 false false false false false false false true true false false true true true true true true true false false KS X NICOLE ANTHONY 9133172600 5500 WEST 123RD STREET OVERLAND PARK KS 66209 RODNEY MINKIN DIRECTOR/CHAIR 2.0 1.0 X X 0 0 0 ANN DARKE DIRECTOR/VICE-CHAIR 2.0 X X 0 0 0 JONNY GIRSON DIRECTOR/TREASURER 2.0 X X 0 0 0 MARCIA SCHOENFELD DIRECTOR/SECRETARY 2.0 X X 0 0 0 MICHAEL ABRAMS DIRECTOR 2.0 1.0 X 0 0 0 JERRY BERNARD DIRECTOR 2.0 X 0 0 0 BERNARD ERDMAN DIRECTOR 2.0 X 0 0 0 PELLA FINGERSH DIRECTOR 2.0 X 0 0 0 KAREN GLICKSTEIN DIRECTOR 2.0 X 0 0 0 JOSEPH HIERSTEINER DIRECTOR 2.0 X 0 0 0 SHIRLEY HELZBERG DIRECTOR 2.0 X 0 0 0 ANN ISENBERG DIRECTOR 2.0 X 0 0 0 ANDREW KAUFMAN DIRECTOR 2.0 X 0 0 0 BRUCE KERSHENBAUM DIRECTOR 2.0 X 0 0 0 JAMES KLEIN DIRECTOR 2.0 X 0 0 0 MICHAEL LISS DIRECTOR 2.0 X 0 0 0 VICKI NOVORR DIRECTOR 2.0 X 0 0 0 MATTHEW LEWIS PRESIDENT/CEO 24.0 17.0 X 251697 0 29138 KARIN MCCRARY COO 39.0 1.0 X 18846 0 0 NICOLE ANTHONY DIRECTOR OF FINANCE 24.0 16.0 X 86840 0 18375 JILL ALLIN DIRECTOR OF MARKETING 40.0 X 107326 0 18954 464709 0 66467 2 false true false ARAMARK CONTRACT DINING SVC 2216044 SUMMIT CARE INC CONTRACT THERAPY 1106165 ZACK GROUP INC AGENCY NURSING 240156 SERVICE PLUS MECHANICAL CONTRACTORS HVAC 200066 SIGNATURE LANDSCAPE INC LANDSCAPING 199279 10 1105220 1105220 RESIDENT CARE REVENUE 623000 15672924 15672924 ENTRANCE FEES 623000 320899 320899 FOOD SERVICE REVENUE 623000 56927 56927 16050750 14845 14845 0 0 0 0 0 0 0 0 0 GAIN ON FORGIVENESS OF DEBT 900099 6888387 6888387 ALL OTHER REVENUE 900099 13409 13409 13409 13409 6901796 24072611 16050750 6916641 0 274791 274791 0 0 404897 336064 48588 20245 0 5914666 4809768 875708 229190 25545 25126 419 990797 904057 86563 177 457945 380690 59314 17941 0 56684 56684 110673 110673 0 0 0 1745887 1518201 198570 29116 226668 432 53408 172828 418989 185393 225544 8052 112096 110258 1838 0 1269822 1244298 25524 59697 52292 4861 2544 0 18024 9895 7490 639 747805 716787 31018 0 2193727 2157750 35977 179458 152553 26905 BAD DEBT EXPENSE 9391 9391 DIETARY 1974758 1974758 MEDICAL SUPPLIES 508225 508225 PROGRAMMING 331208 331208 167502 4862 149732 12908 18199255 15706799 1998816 493640 4505 5036 995867 360613 0 0 800075 738891 0 0 0 0 0 0 83161 72739 274975 295224 57303249 26133033 32462188 31170216 1961310 0 24683612 26340801 0 0 0 0 527034 447845 61792727 59431365 2075590 1443893 0 0 13691288 16458600 20866351 11779159 0 0 0 0 287561 311262 0 0 19696910 19678132 56617700 49671046 X 2961942 7460380 813197 893959 1399888 1405980 5175027 9760319 61792727 59431365 X 5873356 -3793 -2941459 1657188 X false true X true false X 1088698 1047622 1292598 1184642 1105220 5718780 14821512 15516420 16918428 16323024 16050750 79630134 9100 11250 11787 32137 0 0 15919310 16575292 18222813 17507666 17155970 85381051 0 0 0 0 1036615 1415906 34091 548378 284843 3319833 1036615 1415906 34091 548378 284843 3319833 82061218 156200 95524 28883 36463 14845 331915 0 156200 95524 28883 36463 14845 331915 0 23551 13991 11191540 4422519 6901796 22553397 16099061 16684807 29443236 21966648 24072611 108266363 0.75796 0.80557 0.00307 0.00501 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false true 1899 false false false 1899 false SCH C, PART II-B, LINE 1F FOR 2013, $1,899 OF DUES PAID TO KANSAS ASSOCIATION OF HOME & SERVICES FOR AGING (KAHSA) AND AAHSA (PARENT) WERE USED FOR LOBBYING/ADVOCACY EXPENDITURES. 1573835 125623 100824 1220 1597414 1486313 153791 64436 1833 1573835 1558899 2500 -13690 0 55076 6320 1486313 1431805 9000 145912 0 13367 14451 1558899 1147428 100570 184807 0 1000 0 1431805 0.88020 0.11980 false true true 2252860 2252860 38199190 14259993 23939197 14622602 10070913 4551689 2228597 1802127 426470 31170216 INVESTMENT IN VSCSF 26340801 F 26340801 0 Deposits 54647 NOTE PAYABLE TO VSCSF - RELATED 19623485 19678132 26005315 -3793 1945888 1942095 24063220 9391 9391 24072611 18565418 375554 375554 18189864 9391 9391 18199255 SCHEDULE D, PART V, LINE 4 THE ENDOWMENT FUNDS ARE HELD BY VILLAGE SHALOM CHARITABLE SUPPORTING FOUNDATION, A RELATED TAX-EXEMPT ORGANIZATION. EARNINGS FROM THE ENDOWMENT FUNDS ARE TO BE USED FOR RESIDENT ACTIVITIES, FINANCIAL ASSISTANCE, EMPLOYEE RECOGNITION, STAFF DEVELOPMENT AND TRAINING. SCHEDULE D, PART X, LINE 2 MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. SCHEDULE D, PART XI, LINES 2D & 4B LINE 2D: REVENUE FROM RELATED ORGANIZATION $ 3,051,108 LOSS ON DISPOSITION OF ASSETS $ (1,105,220) ------------- $ 1,945,888 LINE 4B: BAD DEBT EXPENSE $ 9,391 SCHEDULE D, PART XII, LINES 2D & 4B LINE 2D: EXPENSES FROM RELATED ORGANIZATION $ 1,480,774 ELIMINATIONS $ (1,105,220) ------------- $ 375,554 LINE 4B: BAD DEBT EXPENSE $ 9,391 true FINANCIAL ASSISTANCE 7 274791 SCHEDULE I, PART I, LINE 2 VILLAGE SHALOM, INC. PROVIDES FINANCIAL ASSISTANCE TO INDIVIDUALS WHO DO NOT HAVE THE RESOURCES TO PAY FOR THEIR CARE. INDIVIDUALS AND FAMILIES MUST COMPLETE AN APPLICATION INDICATING THEIR NEED FOR FINANCIAL ASSISTANCE. THE ORGANIZATION'S STAFF REVIEWS THE INDIVIDAL AND FAMILY APPLICATIONS THROUGH THE ESTABLISHED CRITERIA OF THE ASSISTANCE PLAN. INDIVIDUALS AND FAMILIES ARE REQUIRED TO PROVIDE INCOME AND ASSET VERIFICATION AS WELL AS ANNUALLY DISCLOSING THEIR FINANCIAL INFORMATION THROUGH THEIR CONTINUATION WITHIN THE ASSISTANCE PROGRAM. X X X X X false false false false false false false false false MATTHEW LEWIS PRESIDENT/CEO 236697 0 15000 0 0 0 0 0 29138 0 280835 0 0 A KANSAS DEVELOPMENT FINANCE AUTHORITY 481066589 2013-05-29 12155000 REFUND 1998AA BONDS (ISS 12/02/98) false false false A 375841 0 12155000 0 0 0 0 0 0 0 12155000 0 2002 true false true true A false true true true false 0 false false false true A false true true false 0 false 0 false true A true FORM 990, PART III, LINE 1 AT VILLAGE SHALOM, OUR MISSION AND PASSION IS PROVIDING THE HIGHEST QUALITY OF RESIDENT CARE AND OUTREACH PROGRAMMING TO THE SENIORS OF OUR COMMUNITY. OUR OVERARCHING GOAL FOR THE SERVICES WE OFFER IS TO MEET THE PHYSICAL, SOCIAL AND SPIRITUAL NEEDS OF EVERY INDIVIDUAL WE TOUCH, AND TO DO SO WITHIN A CONTINUUM OF CARE THAT ENCOURAGES AND SUPPORTS THE HIGHEST POSSIBLE LEVEL OF INDEPENDENCE FOR THOSE SENIORS ENTRUSTED TO OUR CARE. WE ARE COMMITTED TO PROVIDING THESE SERVICES TO SENIORS FROM DIVERSE CULTURES AND ECONOMIC BACKGROUNDS. FORM 990, PART III, LINE 4A ACROSS THE SPECTRUM OF OUR PROGRAMS AND SERVICES, VILLAGE SHALOM IS COMMITTED TO A PHILOSOPHY OF PROVIDING CARE THAT SUPPORTS THE HIGHEST LEVEL OF INDEPENDENCE FOR AN INDIVIDUAL. MOREOVER, WE ARE COMMITTED TO PROVIDING SENIORS WITH THE HIGHEST QUALITY CARE REGARDLESS OF THEIR LEVEL OF NEED, FROM BASIC RETIREMENT LIVING TO FULL NURSING CARE, AND REGARDLESS OF THEIR ABILITY TO PAY. FOR NEARLY 100 YEARS, VILLAGE SHALOM HAS PROVIDED EXCEPTIONAL LONG-TERM CARE FOR SENIORS IN THE GREATER KANSAS CITY AREA. WE ARE PLEASED TO BE ABLE TO OFFER TAILORED PROGRAMS AND SERVICES TO SENIORS IN AN AWARD-WINNING INNOVATIVE ENVIRONMENT THAT PROVIDES MAXIMUM INDEPENDENCE TO OUR RESIDENTS. VILLAGE SHALOM IS AND REAMINS A LEADER WITHIN THE SENIOR LIVING CARE INDUSTRY. VILLAGE SHALOM COMMITS TIME AND RESOURCES, AND RETAINS OUTSTANDING PROFESSIONALS DEVOTED TO DEVELOPING NEW AND INNOVATIVE SERVICES THAT ENRICH THE LIVES OF SENIORS REGARDLESS OF ECONOMIC RESOURCES. NEARLY ONE FOURTH OF THE RESIDENTS ON VILLAGE SHALOM'S MAIN CAMPUS ARE RECIPIENTS OF MORE THAN $1.3 MILLION IN FINANCIAL ASSISTANCE. ALL RESIDENTS RECEIVING FINANCIAL ASSISTANCE ARE PROVIDED WITH THE SAME HIGH-QUALITY CARE AND SERVICES AS ANY OTHER VILLAGE SHALOM RESIDENT. THEIR DIGNITY, PRIVACY, AND LONG-TERM CARE ARE OUR PRIMARY CONCERN. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS COMPILED/COMPLETED BY AN INDEPENDENT CPA FIRM, BKD. BKD ALSO CONDUCTS THE ANNUAL INDEPENDENT AUDIT OF BOTH VILLAGE SHALOM, INC. AND VILLAGE SHALOM CHARITABLE SUPPORTING FOUNDATION. THE 990 IS COMPLETED IN COOPERATION WITH THE DIRECTOR OF FINANCE AND PRESIDENT OF VILLAGE SHALOM. PRIOR TO THE MAILING TO THE VILLAGE SHALOM BOARD, THE DIRECTOR OF FINANCE AND PRESIDENT REVIEW THE 990 AND RELATED SCHEDULES WITH BKD. THE 990 DRAFT IS E-MAILED TO ALL VOTING MEMBERS OF THE ORGANIZATIONS GOVERNING BOARD PRIOR TO THE FILING WITH THE IRS. THE 990 IS A TOPIC AT THE FINANCE COMMITTEE MEETING PRIOR TO THE FILING AND AT THE REGULARLY SCHEDULED BOARD MEETING PRIOR TO THE FILING. FORM 990, PART VI, SECTION B, LINE 12C VILLAGE SHALOM HAS A WRITTEN COMPLIANCE PLAN. THE COMPLIANCE PLAN IS GONE OVER WITH EVERY EMPLOYEE AT ORIENTATION, AND EVERY BOARD MEMBER WHEN INSTALLED. A CODE OF CONDUCT IS SIGNED BY EVERY EMPLOYEE AND BOARD MEMBER AT ORIENTATION (UPON HIRE OR INSTALLATION). ANNUALLY, EVERY EMPLOYEE MEMBER COMPLETES AN IN-SERVICE/UPDATE ON THE CODE OF CONDUCT/COMPLIANCE PLAN. ANNUALLY EVERY BOARD MEMBER REVIEWS THE CODE OF CONDUCT AND SIGNS AN UPDATED CONFLICT OF INTEREST POLICY. THE CODE OF CONDUCT AND COMPLIANCE PLAN LAY THE FOUNDATION FOR A COMPLIANT CULTURE AND AN ATMOSPHERE FOR SELF DISCLOSURE. VILLAGE SHALOM IS DEDICATED TO THE HIGHEST ETHICAL PRACTICES AND MAKES EVERY EFFORT TO CONDUCT RELATIONSHIPS WITH THIS BUSINESS CULTURE. FORM 990, PART VI, SECTION B, LINES 15A & 15B VILLAGE SHALOM HAS A DESIGNATED COMPENSATION COMMITTEE APPOINTED BY THE BOARD OF DIRECTORS. THE COMMITTEE REVIEWS SALARY DATA FOR THE INDUSTRY. THE SALARY DATA INCLUDES BOTH LOCAL AND REGIONAL COMPARATIVE DATA. THE COMMITTEE REVIEWS THE COMPENSATION PACKAGE AS A WHOLE, INCLUDING BOTH SALARY AND BENEFIT STRUCTURE. THE COMMITTEE MAINTAINS DOCUMENTATION RELATING TO DATES MET, TOPICS DISCUSSED, AND PROCESSES UNDERTAKEN AND CONCLUSIONS FOR COMPENSATION PACKAGES. THE BOARD ONLY REVIEWS THE CEO/PRESIDENT SALARY - ALL MANAGEMENT POSITIONS ARE REVIEWED BY THE CEO. THE CEO REVIEWS AVAILABLE COMPARABLE SALARY DATA FROM LOCAL AND REGIONAL SOURCES, INCLUDING KAHSA. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9 CHANGE IN TEMPORARILY RESTRICTED NET ASSETS $ 80,762 CHANGE IN PERMANENTLY RESTRICTED NET ASSETS $ 6,092 CHANGE IN INTEREST OF NET ASSETS OF VSCSF $1,570,334 ---------- $1,657,188 VILLAGE SHALOM CHARITABLE FOUNDATION 5500 WEST 123RD STREET OVERLAND PARK KS 66209 481205323 SUPPORT KS 501(c)(3) 11A VSI true SHALOM GERIATRIC CENTER INC 5500 WEST 123RD STREET OVERLAND PARK KS 66209 440545801 SUPPORT MO 501(c)(3) 11B NA false false false true false true false false false false false false false true false true false false false false VILLAGE SHALOM CHARITABLE SUPPORT FOUNDATION C 1105220 COST