2013-08-08T18:00:04-05:00 2012-12-31 CROWE HORWATH LLP 3815 River Crossing Parkway Suite 300 Indianapolis IN 462400977 990 2012-01-01 351393773 RETIREMENT LIVING INC RETI 3178759700 8140 Township Line Road Indianapolis IN 46260 STEVEN STILL 2013-04-30 true Rachel Spurlock P00520729 3175698989 2012 2016-02-24 21:20:13Z MARQUETTE STEVEN STILL 8140 Township Line Road Indianapolis IN 46260 27818477 false X WWW.MARQUETTESENIORLIVING.COM X 1979 IN RETIREMENT LIVING, INC. IS A NONPROFIT CONTINUING CARE RETIREMENT COMMUNITY, PROVIDING SENIORS WITH THE HIGHEST QUALITY OF CARE AND SERVICES AND HONORING THEIR DIGNITY AND INDEPENDENCE. 12 12 484 158 0 0 180000 180000 25552074 26958891 632041 771888 58026 60292 26422141 27971071 591421 674894 0 0 13040653 13329606 0 0 0 13233951 14019135 26866025 28023635 -443884 -52564 113275239 117068341 97172591 100153979 16102648 16914362 X AS A COMPREHENSIVE RETIREMENT COMMUNITY, THE ROLE OF RETIREMENT LIVING, INC. IS TO PROVIDE A HIGH QUALITY CONTINUUM OF CARE BY SERVING THE HOUSING AND HUMAN DEVELOPMENT NEEDS OF OUR RESIDENTS. (CONTINUED IN SCHEDULE O) false false 11922884 450517 10284585 HEALTH CARE CENTER: RETIREMENT LIVING, INC. HAS 102 LICENSED BEDS IN THE HEALTH CARE CENTER. THE ORGANIZATION PROVIDES PHYSICAL THERAPY, OCCUPATIONAL THERAPY AND AN ACTIVITY PROGRAM TO MEET THE NEEDS OF THE RESIDENTS. THE HEALTH CARE CENTER ALSO FEATURES SKILLED AND COMPREHENSIVE CARE, 24-HOUR SECURITY, HOUSEKEEPING AND MAINTENANCE SERVICES. RETIREMENT LIVING, INC. PROVIDES THE BENEFIT OF BENEVOLENT CARE TO ITS RESIDENTS, IN WHICH THE ORGANIZATION WILL SUBSIDIZE THE COST OF CARE FOR THE REMAINDER OF THE RESIDENT'S LIFE SHOULD A RESIDENT OUTLIVE THEIR FINANCIAL RESOURCES. IN 2012 THE RESIDENCE FEES ASSISTANCE PROVIDED TO RESIDENTS WAS $450,517. 7135562 3521084 ASSISTED LIVING: RETIREMENT LIVING, INC. HAS 50 ASSISTED LIVING UNITS. THE ORGANIZATION PROVIDES THREE MEALS A DAY, PLUS SNACKS TO THE RESIDENTS IN THE ASSISTED LIVING UNITS. THE ORGANIZATION ALSO PROVIDES ASSISTANCE WITH DAILY LIVING ACTIVITES, 24 HOUR SECURITY, HOUSEKEEPING AND MAINTENANCE SERVICES. IN ADDITION, THE ORGANIZATION OPERATES A 13 BED ASSISTED LIVING UNIT THAT PROVIDES SERVICES TO INDIVIDUALS WITH DEMENTIA. THIS UNIT OFFERS THE SAME AMENITIES AS THE OTHER ASSISTED LIVING UNITS, INCLUDING ASSISTANCE WITH DAILY LIVING ACTIVITIES, 24 HOUR SECURITY, HOUSEKEEPING AND MAINTENANCE SERVICES. 5571678 13190599 INDEPENDENT LIVING: RETIREMENT LIVING, INC. HAS 314 APARTMENTS AND 44 COTTAGES. THE ORGANIZATION PROVIDES MEALS 7 DAYS A WEEK, HOUSEKEEPING SERVICES TWICE A MONTH, AND MAINTENANCE AS NEEDED. THE ORGANIZATION ALSO PROVIDES SECURITY 24 HOURS A DAY. RETIREMENT LIVING, INC. HAS ACTIVITY PROGRAMS AS WELL AS OPPORTUNITIES FOR THE RESIDENTS TO VOLUNTEER IN THE HEALTH CARE CENTER, ASSISTED LIVING UNITS, ASSISTED LIVING FOR DEMENTIA, AND THE GIFT SHOP. 224377 224377 RETIREMENT LIVING, INC. PROVIDES SENIORS WITH THE HIGHEST QUALITY OF CARE AND SERVICES AND HONORS THEIR DIGNITY AND INDEPENDENCE. THE ORGANIZATION ALSO SUPPORTS SENIORS IN THE COMMUNITY BY SUPPORTING ORGANIZATIONS THAT PROVIDE SERVICES TO SENIORS. IN 2012, THE ORGANIZATION GAVE $224,377 IN GRANTS TO ORGANIZATIONS TO SUPPORT LOCAL SENIORS. 224377 224377 24854501 true true false false false false false false false true true false false true true true false false false false false false false false false false true true false true false false false false false false false false false false false false false false false false false false false false true 76 0 true 484 true false false false false false false false false false false X 12 12 false true false false false false false true true false false true true true true true true true true false IN X Sherri Scrogham 3175246584 8140 TOWNSHIP LINE ROAD Indianapolis IN 46260 DAVID S ALLEN 1.00 X X 5700 0 0 MARY STRANGE 1.00 X X 4200 0 0 PATRICIA RADLICK 1.00 X X 5600 0 0 WILLIAM CURRAN 1.00 X X 6100 0 0 CRAIG WILSON MD 1.00 X 4900 0 0 DAVID A JONGLEUX 1.00 X 5500 0 0 DUANE ETIENNE 1.00 X 5200 0 0 JANET PLAUT GIESSELMAN 1.00 X 6900 0 0 JOE IVCEVICH 1.00 X 3600 0 0 MARIANNE PRICE 1.00 X 6200 0 0 PETER G GUNDY 1.00 X 0 0 0 ROBERT E COGHILL JR 1.00 X 3700 0 0 MICHAEL OLSON 0.00 X 0 0 0 NANCY POLLACK 40.00 X 0 0 0 STEVEN STILL 40.00 X 0 0 0 57600 0 0 0 false false false REHABCARE GROUP EAST 7733 FORSYTH BLVD STE 2300 ST LOUIS MO 63105 THERAPY 1197335 LIFE CARE SERVICES LLC 400 LOCUST STREET DES MOINES IA 50309 MANAGEMENT COMPANY 1116085 MICHAEL BEDWELL CONTRACTING 1180 N 600 W GREENFIELD IN 46140 CONSTRUCTION 237952 CULKIN CONSTRUCTION 90 E SR 252 FRANKLIN IN 46131 CONSTRUCTION 225818 PHYLLIS BUSH 8256 TILLY MILL LANE INDIANAPOLIS IN 46278 BEAUTY SALON 141799 6 180000 180000 APARTMENTS 623990 8443717 8443717 HEALTH CARE CENTER 623990 10272126 10272126 ASSISTED LIVING 623990 2664033 2664033 ASSISTED LIVING - DEMENTIA 623990 844592 844592 RESIDENCE FEES 900099 4734423 4734423 0 0 0 0 26958891 608392 608392 0 0 17996 17996 0 17996 17996 0 0 163496 163496 0 0 14921 10902 4019 4019 VENDING INCOME 900099 900 900 MISCELLANEOUS 900099 37377 37377 0 0 0 0 0 38277 27971071 26996268 0 794803 224377 224377 450517 450517 0 0 57600 57600 0 11278378 10191756 1086622 53045 44943 8102 1040582 915596 124986 900001 805319 94682 715912 715912 42355 42355 73360 73360 0 0 83754 83754 354601 289994 64607 0 154571 154571 198907 267 198640 0 0 1367069 1339457 27612 109358 4020 105338 0 0 1648109 1648109 0 5282363 5282363 215416 215416 FOOD 1587432 1587432 SUPPLIES 915320 877383 37937 LOSS ON EXTINGUISHMENT OF DEBT 410102 410102 UNIFORMS 337881 337881 522625 387385 135240 0 28023635 24854501 3169134 0 0 200 200 6432048 10191792 1656814 1561433 0 0 133562 137171 1205447 1079301 122634916 40433929 85079685 82200987 8558436 11402510 10209044 10494947 0 0 3 0 113275239 117068341 1678917 1536266 28776505 29591543 55761955 59461888 0 0 10955214 9564282 97172591 100153979 X 16102648 16914362 16102648 16914362 113275239 117068341 X -52564 923292 -59014 X false true true false X 180000 159000 180000 180000 180000 879000 20500158 20212764 22435394 25552074 26958891 115659281 19036 23561 21286 17994 15821 97698 0 0 20699194 20395325 22636680 25750068 27154712 116635979 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 116635979 1004571 756383 771273 726563 626388 3885178 0 1004571 756383 771273 726563 626388 3885178 0 73868 28390 54919 35022 37377 229576 21777633 21180098 23462872 26511653 27818477 120750733 0.96590 0.96070 0.03220 0.03720 X OTHER INCOME, SCHEDULE A, PART III, LINE 12, DESCRIPTION - OTHER INCOME, COLUMN A - 73868, COLUMN B - 28390, COLUMN C - 54919, COLUMN D - 35022, COLUMN E - 37377, COLUMN F - 229576;, RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 557248 557248 106191366 33886178 72305188 8965066 2433784 6531282 6921236 4113967 2807269 0 82200987 0 0 GOVERNMENT OBLIGATIONS 4070746 F CORPORATE DEBT SECURITIES 2913554 F FUND OF FUNDS 3510647 F 10494947 0 ADVANCE DEPOSITS 652628 REFUNDABLE RESIDENCE FEES 8911654 9564282 X true ST VINCENT HOSPITAL FOUNDATION INC 10330 N MERIDIAN STREET NO 430N INDIANAPOLIS IN 46290 356088862 501(C)(3) 20000 2500 FMV MATTRESSES PROGRAM SUPPORT ST AUGUSTINE HOME FOR AGED 2345 W 86TH STREET INDIANAPOLIS IN 46260 351007734 501(C)(3) 0 37500 FMV CARPET SQUARES PROGRAM SUPPORT MEALS ON WHEELS INC 2815 E 62ND STREETSUITE 130 INDIANAPOLIS IN 46220 351182075 501(C)(3) 152360 BOOK MEALS PROGRAM SUPPORT 3 0 RESIDENCE FEES ASSISTANCE 9 450517 0 N/A N/A A INDIANA FINANCE AUTHORITY 351602316 2012-06-26 25000000 REFUND PRIOR ISSUE DATED DECEMBER 1, 2010 false false false B INDIANA FINANCE AUTHORITY 351602316 4550576Y0 2012-06-26 35560979 SEE PART VI false false false A 0 0 25000000 0 0 0 0 0 0 0 25000000 0 2010 true false true true B 0 0 35560979 2404375 0 0 711220 0 0 3500000 28945384 0 2012 true false true true A false false true true false true 0.0000 0.0000 0.0000 false 0.000000 false true B false false true true false true 0.0000 0.0000 0.0000 false 0.000000 false true A false false false false true false 0.0 false false false 0.0 false false true B false false false false false false 0 false false false 0 false false true A true B true DESCRIPTION OF PURPOSE SCHEDULE K, PART I, COLUMN (F) REFUND PRIOR ISSUES DATED 10/28/1998, 4/9/2009 AND 12/1/2010 AND TO RENOVATE AND EQUIP FACILITY. ORGANIZATION'S MISSION FORM 990, PART III, LINE 1 (CONTINUED FROM PART III) RETIREMENT LIVING, INC. REMAINS COMMITTED TO PROVIDING: -AN EXCELLENT RESIDENTIAL ENVIRONMENT AT REASONABLE COST. -SPECIALIZED HEALTH AND LONG TERM CARE SERVICES THAT ENRICH THE LIVES OF THE RESIDENTS AND THEIR FAMILIES. -APPROPRIATE SUPPORTIVE SERVICES THAT PROMOTE THE WELL BEING OF THE WHOLE PERSON AND ENCOURAGE INDEPENDENT LIVING. Delegate broad authority to a committee Form 990, Part VI, Section A, Line 1a THERE SHALL BE AN EXECUTIVE COMMITTEE OF THE CORPORATION, WHICH SHALL CONSIST OF THE DIRECTORS HOLDING THE OFFICES OF PRESIDENT, VICE PRESIDENT, SECRETARY, TREASURER AND SUCH OTHER DIRECTORS AS MAY BE APPOINTED BY THE PRESIDENT. THE PRESIDENT SHALL PRESIDE OVER THE PROCEEDINGS OF THE EXECUTIVE COMMITTEE. DURING INTERVALS BETWEEN MEETINGS OF THE BOARD OF DIRECTORS, THE EXECUTIVE COMMITTEE MAY EXERCISE THE AUTHORITY OF THE BOARD OF DIRECTORS, PROVIDED, HOWEVER, THAT THE EXECUTIVE COMMITTEE SHALL NOT HAVE THE AUTHORITY TO: AMEND OR RESTATE THE CORPORATION'S ARTICLES OF INCORPORATION; ADOPT A PLAN OF MERGER OR PLAN OF CONSOLIDATION WITH ANOTHER ORGANIZATION; AUTHORIZE THE SALE, LEASE EXCHANGE OR MORTGAGE OF ALL OR SUBSTANTIALLY ALL OF THE PROPERTY AND ASSETS OF THE CORPORATION; AUTHORIZE THE VOLUNTARY DISSOLUTION OF THE CORPORATION; OR ACT IN A MANNER OTHERWISE PROHIBITED BY THE ACT OR OTHER LAW. THE EXECUTIVE COMMITTEE SHALL CAUSE MINUTES OF ITS PROCEEDINGS TO BE KEPT AND FILED WITH THE MINUTES OF THE PROCEEDINGS OF THE BOARD OF DIRECTORS. Delegation of management duties Form 990, Part VI, Section A, Line 3 RETIREMENT LIVING INC. IS MANAGED BY LIFE CARE SERVICES, LLC. AN UNRELATED ORGANIZATION, LIFE CARE SERVICES LLC PAYS THE COMPENSATION FOR THE EXECUTIVE DIRECTOR AND ADMINISTRATOR. THE DUTIES PERFORMED BY THESE INDIVIDUALS INCLUDE HIRING, FIRING, SUPERVISING PERSONNEL, AND OVERALL MANAGEMENT OF RETIREMENT LIVING, INC Review of form 990 by governing body Form 990, Part VI, Section B, Line 11b THE FORM 990 IS REVIEWED IN DETAIL BY THE ENTIRE BOARD OF DIRECTORS. AFTER ANY QUESTIONS/CHANGES ARE ADDRESSED, THE FINAL DRAFT OF THE FORM 990 IS DISTRIBUTED VIA EMAIL TO THE BOARD OF DIRECTORS. IT IS THEN FILED ELECTRONICALLY WITH THE IRS. Conflict of interest policy Form 990, Part VI, Section B, Line 12c RETIREMENT LIVING, INC. HAS THREE CONFLICT OF INTEREST POLICIES WRITTEN SPECIFICALLY FOR THE BOARD, DEPARTMENT DIRECTORS, AND ADMINISTRATIVE OFFICERS. ALL OFFICERS AND BOARD MEMBERS SIGN THE APPROPRIATE CONFLICT OF INTEREST POLICY ANNUALLY, DISCLOSING ANY CONFLICTS THAT ARE KNOWN TO EXIST. UPON DISCLOSURE OF A CONFLICT, THE BOARD PRESIDENT APPOINTS AN INDEPENDENT COMMITTEE TO INVESTIGATE THE CONFLICT OF INTEREST. IN ALL FUTURE DISCUSSIONS BY THE BOARD ABOUT TRANSACTIONS IN WHICH THERE IS A CONFLICT OF INTEREST, THE RELATED BOARD MEMBERS OR OFFICERS SHALL ABSTAIN FROM TAKING PART IN THE DISCUSSION OR VOTING. Process used to establish compensation of top management official Form 990, Part VI, Section B, Line 15a THE BOARD OF DIRECTORS PARTICIPATES IN THE ANNUAL REVIEW REGARDING THE COMPENSATION OF THE EXECUTIVE DIRECTOR, STEVEN STILL. THE COMPENSATION IS DETERMINED BY THE MANAGEMENT COMPANY USING A COMPENSATION SURVEY. THE DECISIONS ARE DOCUMENTED IN THE BOARD MINUTES. THIS PROCESS WAS LAST UNDERTAKEN IN 2012. Process used to establish compensation of other officers/key employees Form 990, Part VI, Section B, Line 15b THE BOARD OF DIRECTORS PARTICIPATES IN THE ANNUAL REVIEW REGARDING THE COMPENSATION OF THE HEALTH CENTER ADMINISTRATOR, NANCY POLLACK. THE COMPENSATION IS DETERMINED BY THE MANAGEMENT COMPANY USING A COMPENSATION SURVEY. THE DECISIONS ARE DOCUMENTED IN THE BOARD MINUTES. THIS PROCESS WAS LAST UNDERTAKEN IN 2012. Governing documents, conflict of interest policy and financial statements available to the public Form 990, Part VI, Section C, Line 19 THE ORGANIZATION'S CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS, AND GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. Other changes in net assets or fund balances Form 990 , Part XI, Line 9 BAD DEBT EXPENSE - -59014;