2014-04-15T17:11:23-05:00 2013-12-31 410746749 CLIFTONLARSONALLEN LLP 600 WASHINGTON AVENUE SUITE 1800 ST LOUIS MO 63101 990 2013-01-01 237302390 KANSAS CITY UNITED METHODIST RETIREMENT HOME INC D/B/A KINGSWOOD KANS 8169420994 10000 WORNALL ROAD KANSAS CITY MO 64114 JAMES MORDY SECRETARY 8169420994 2014-04-14 1 JEFF PARKER P00970069 3149254300 2013 2015-11-30 17:44:51Z TERRI MOORE 10000 WORNALL ROAD KANSAS CITY MO 64114 14622451 0 X WWW.KINGSWOODATHOME.ORG X 1972 MO KINGSWOOD'S MISSION IS TO PROVIDE RESIDENTAL AND HEALTH CARE FACILITIES, SERVICES AND OPPORTUNITIES FOR OLDER ADULTS. 13 13 313 104 0 0 169279 290233 13604155 13587315 30481 29093 456945 714714 14260860 14621355 0 0 0 0 6713033 6496017 0 0 0 8634104 8527838 15347137 15023855 -1086277 -402500 34028881 32881111 48752862 47640424 -14723981 -14759313 X KINGSWOOD'S MISSION IS TO PROVIDE RESIDENTAL AND HEALTH CARE FACILITIES, SERVICES AND OPPORTUNITIES FOR OLDER ADULTS. 0 0 13015702 13587315 KINGSWOODS' MISSION IS TO WELCOME OLDER ADULTS WITH OPPORTUNITIES TO ENRICH THEIR LIVES WITH EXCELLENT RESIDENTIAL AND HEALTHCARE SERVICES OFFERED IN A SAFE, LOVING, AND CARING COMMUNITY. KINGSWOOD MAINTAINS 201 APARTMENTS, 82 BEDS IN THE HEALTH CENTER, 17 ASSISTED LIVING APARTMENTS, AND 54 VILLA HOMES. THE HEALTH CENTER IS LICENSED BY THE STATE OF MISSOURI AS A SKILLED NURSING FACILITY. KINGSWOOD AVERAGES AROUND 300 RESIDENTS ON THE 32 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. 13015702 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 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 41 0 313 1 0 0 0 0 0 0 0 0 0 0 X 13 13 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 DAVID CARNES VICE CHAIRMAN/DIRECTOR 1.00 0.00 X X 0 0 0 SALLY FIRESTONE DIRECTOR 1.00 0.00 X 0 0 0 JOANNE KELLEY DIRECTOR 1.00 0.00 X 0 0 0 EVELYN CRAIG DIRECTOR 0.50 0.50 X 0 0 0 RICHARD LANE TREASURER/DIRECTOR 1.00 0.00 X X 0 0 0 JAMES MORDY SECRETARY/DIRECTOR 1.00 0.00 X X 0 0 0 FRED WIMAN CHARIMAN/DIRECTOR 0.50 0.50 X X 0 0 0 JANICE WOLLARD DIRECTOR 1.00 0.00 X 0 0 0 JOELLEN WURTH DIRECTOR 0.50 0.50 X 0 0 0 SCOTT CORBIN DIRECTOR 1.00 0.00 X 0 0 0 DR JAMES DALEY DIRECTOR 1.00 0.00 X 0 0 0 RUTHANNE PHILLIPS DIRECTOR 1.00 0.00 X 0 0 0 TERRI MOORE EXECUTIVE DIRECTOR 40.00 1.00 X 0 167380 0 0 167380 0 0 0 1 0 REHABCARE GROUP 7733 FORSYTH BLVD STE 2300 ST LOUIS MO 63105 THERAPY PROVIDER 832803 LIFE CARE SERVICES LLC 400 LOCUST STREET SUITE 820 DES MOINES IA 50309 MANAGEMENT 695044 ZILLNER MARKETING COMMUNICATION 8725 ROSEHILL ROAD SUITE 200 LENEXA KS 66215 MARKETING 166892 6 290233 290233 RESIDENT REVENUE 623000 13587315 13587315 13587315 30189 30189 26400 0 26400 26400 26400 1096 -1096 -1096 -1096 MISCELLANEOUS 623000 432247 432247 BEAUTY SHOP 623000 91231 91231 DINING SERVICES 623000 80337 80337 84499 84499 688314 14621355 13587315 0 743807 167380 167380 5255955 4609794 646161 666151 566223 99928 406531 345548 60983 375213 375213 198176 198176 45802 45802 125411 112330 13081 276766 271759 5007 530573 492571 38002 186892 186892 881140 852603 28537 34891 21771 13120 1155570 1118145 37425 1649339 1595922 53417 156111 151055 5056 ANCILLARY SERVICES 1088696 1088696 FOOD 881751 881751 MAINTENANCE 542072 524516 17556 DUES, LICENSE, FEES 316393 299976 16417 83042 83042 15023855 13015702 2008153 0 1174687 1046031 146172 146685 702781 740092 72314 49480 94109 101061 50998001 30448512 21900360 20549489 9938458 10248273 34028881 32881111 4423152 4126880 3910810 3859667 17211251 16598142 2051038 1524737 21156611 21530998 48752862 47640424 X -17536723 -18015237 961092 1404049 1851650 1851875 -14723981 -14759313 34028881 32881111 -402500 367168 0 X X 0 1 X 1 0 X 348301 151090 372962 169279 290233 1331865 13562820 14225617 14098864 13604155 13587315 69078771 13911121 14376707 14471826 13773434 13877548 70410636 0 0 0 70410636 175983 168142 98747 50881 56589 550342 175983 168142 98747 50881 56589 550342 505982 531662 446102 436695 688314 2608755 14593086 15076511 15016675 14261010 14622451 73569733 0.95710 0.95680 0.00750 0.01080 X SCHEDULE A, PART II, LINE 12, EXPLANATION OF OTHER INCOME: DINING SERVICES - 2009 AMOUNT: $ 142,666. 2010 AMOUNT: $ 113,921. 2011 AMOUNT: $ 76,631. 2012 AMOUNT: $ 85,646. 2013 AMOUNT: $ 80,337. GIFT SHOP - 2009 AMOUNT: $ 4,251. 2010 AMOUNT: $ 8,013. 2011 AMOUNT: $ 20,388. 2012 AMOUNT: $ 25,490. 2013 AMOUNT: $ 26,287. BEAUTY SHOP - 2009 AMOUNT: $ 102,216. 2010 AMOUNT: $ 92,051. 2011 AMOUNT: $ 97,057. 2012 AMOUNT: $ 99,081. 2013 AMOUNT: $ 91,231. MISCELLANEOUS - 2009 AMOUNT: $ 256,849. 2010 AMOUNT: $ 317,677. 2011 AMOUNT: $ 252,026. 2012 AMOUNT: $ 174,340. 2013 AMOUNT: $ 432,247. TRANSPORTATION - 2012 AMOUNT: $ 36,825. 2013 AMOUNT: $ 37,616. GUEST ROOM - 2012 AMOUNT: $ 15,313. 2013 AMOUNT: $ 20,596. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2081657 27732 377512 26780 2460121 1842813 30396 238844 30396 2081657 1930509 26488 -5536 108648 1842813 1773191 35570 172057 50309 1930509 1547455 20220 210576 5060 1773191 0.92770 0.07230 0 1 1 1543850 1543850 46745847 28062446 18683401 2708304 2386066 322238 20549489 DEFERRED FINANCING COSTS 382455 INTEREST IN ASSETS OF FOUNDATION 976347 DONOR RESTRICTED FUND- PERM RESTRICTED 2282248 DONOR RESTRICTED FUND- TEMP RESTRICTED 177873 BOND FUNDS 6429350 10248273 RESIDENT DEPOSITS 136355 REFUNDABLE ENTRANCE FEES 21394643 21530998 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 APPLIES THE INCOME TAX STANDARD FOR UNCERTAIN TAX POSITIONS. THIS STANDARD CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ORGANIZATION'S FINANCIAL STATEMENTS IN ACCORDANCE WITH THE INCOME TAX STANDARD. THIS STANDARD PRESCRIBES RECOGNITION AND MEASUREMENT OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. 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. THE TAX RETURNS FOR THE YEARS 2010 THROUGH 2013 ARE OPEN TO EXAMINATION BY FEDERAL, LOCAL, AND STATE AUTHORITIES. 0 0 0 0 0 0 0 0 0 TERRI MOORE EXECUTIVE DIRECTOR 0 167380 0 0 0 0 0 0 0 0 0 167380 0 0 FORM 990, PART VI, SECTION A, LINE 3 LIFE CARE SERVICES WAS HIRED AS A MANAGEMENT COMPANY IN 2009. FORM 990, PART VI, SECTION B, LINE 11 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 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, AND RECEIVED COMPENSATION OF APPROXIMATELY $167,000. 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. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABE 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 PARTNERSHIPS ARE RELATED AS THERE IS COMMON CONTROL WHEREAS BOARD MEMBERS OF THE FILING ORGANIZATION OWN A VOTING MAJORITY OF THESE PARTNERSHIPS. 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 11A, TYPE I 0 614 WEST 99TH LLC 10000 WORNALL ROAD KANSAS CITY MO 64114 203437324 REAL ESTATE MO N/A WEST 100TH TERRACE LLC 10000 WORNALL ROAD KANSAS CITY MO 64114 753134697 REAL ESTATE MO N/A 457 WEST 100TH TERRACE LLC 10000 WORNALL ROAD KANSAS CITY MO 64114 274598541 REAL ESTATE MO N/A LIFE CARE SERVICES 400 LOCUST SUITE 820 CAPITAL SQUARE DES MOINES IA 50309 MANAGEMENT OF COMMUNITY IA N/A N/A 0 0 0 0 1 0 0 0 0 0 0 0 1 0 1 0 1 0 1 0 0