2013-11-15T14:07:35-06:00 2012-12-31 611191655 STROTHMAN & COMPANY PSC 325 WEST MAIN STREET SUITE 1600 LOUISVILLE KY 402024251 990 2012-01-01 911793615 CHRISTIAN CARE COMMUNITIES INC GROUP RETURN CHRI 5022544218 12710 TOWNEPARK WAY NO 1000 LOUISVILLE KY 40243 NICK HARSHFIELD 5022544218 2013-11-15 1 WILLIAM G CARROLL P00174525 5025851600 2012 2016-03-07 17:11:31Z KEITH ROBERT KNAPP 12710 TOWNEPARK WAY SUITE 1000 LOUISVILLE KY 40243 18646103 1 1 5160 X WWW.CHRISTIANCARECOMMUNITIES.ORG X 1884 KY CHRISTIAN CARE COMMUNITIES ENHANCES THE JOURNEY OF LIFE FOR THOSE WE SERVE. RECOGNIZING THE UNIQUE NEEDS OF EACH INDIVIDUAL, CHRISTIAN CARE OFFERS AN ARRAY OF HOUSING AND CARE OPTIONS, INCLUDING INDEPENDENT LIVING, ASSISTED LIVING, HOME HEALTH AND PASTORAL CARE. OUR PROGRAMS INCLUDE PROVIDING SERVICES TO OLDER ADULTS. WITH FACILITIES AND PROGRAMS LOCATED THROUGHOUT KENTUCKY, WE ARE COMMITTED TO PROVIDING THOSE WE SERVE WITH AFFORDABLE HOUSING, COMPASSIONATE CARE AND SERVICES THAT TRULY FOSTER INDEPENDENCE, DIGNITY AND SPIRITUAL WELL-BEING. 17 17 366 722 0 0 1220577 1517551 10076048 14756793 397691 1085722 793740 932366 12488056 18292432 2800 5750 0 0 6985344 10322699 0 212367 685595 6935581 10017161 13923725 20557977 -1435669 -2265545 30586583 37624752 53466146 60173791 -22879563 -22549039 SAME AS PART I #1 0 0 9641647 5750 13463029 HUD:CHRISTIAN CARE IS COMMITTED TO PROVIDING AFFORDABLE HOUSING TO OLDER ADULTS WITH AN ENVIRONMENT THAT IS SAFE, COMFORTABLE AND SUPPORTIVE. FURTHER, WITHIN A PORTION OF OUR COMMUNITIES WE ALSO PROVIDE ASSISTED LIVING SERVICES. THESE SERVICES ARE PROVIDED TO INDIVIDUALS REGARDLESS OF THEIR ABILITY TO PAY. IN 2012, CHARITABLE GIFTS ALLOWED US TO PROVIDE ACROSS ALL SERVICE AREAS COMBINED OVER $1.3 MILLION WORTH OF UNCOMPENSATED CARE AND SERVICES TO RESIDENTS WHO WERE UNABLE TO PAY THE FULL COST OF THEIR CARE. 1575413 1854242 HOME HEALTH:CHRISTIAN CARE PROVIDES IN-HOME MEDICAL SERVICE TO A WIDE VARIETY OF PATIENTS. THESE NOT ONLY INCLUDE THOSE ELIGIBLE FOR MEDICARE AND POST HOSPITAL STAY BENEFITS, BUT ALSO A SIGNIFICANT NUMBER OF INDIVIDUALS WHO QUALIFY FOR ASSISTANCE WITHIN KENTUCKY'S MEDICAID AND MEDICAID WAIVER PROGRAMS. 317945 371888 HOME AND COMMUNITY BASED PROGRAMS:CHRISTIAN CARE PROVIDES OTHER HOME AND COMMUNITY BASED SERVICES TO A WIDE VARIETY OF INDIVIDUALS, INCLUDING THOSE WHO QUALIFY FOR VARIOUS ASSISTANCE PROGRAMS FUNDED BY STATE AND LOCAL JURISDICTIONS. THESE SERVICES INCLUDE ADULT DAY CENTERS, FLU VACCINATION, IN-HOME SERVICES AND OUTREACH TO CHURCH MINISTRIES. 11535005 1 0 0 1 0 0 0 0 0 1 1 1 0 1 1 1 0 1 0 0 0 0 0 1 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 1 195 0 366 1 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 KY X X NICK HARSHFIELD 5022544218 12710 TOWNEPARK WAY SUITE 1000 LOUISVILLE KY 40243 ALAN C PARSONS 1.00 X X 0 0 0 AUDREY POWELL 1.00 X X 0 0 0 BARRY NORFLEET 1.00 X 0 0 0 BRUCE LUCAS 1.00 X 0 0 0 CARLA WHALEY 1.00 X 0 0 0 CHADWICK N GARDNER 1.00 X 0 0 0 FRANK FARRIS 1.00 X X 0 0 0 JERRY MILLER 1.00 X 0 0 0 MARIE B SMART 1.00 X X 0 0 0 JMARTIN MCKINNEY 1.00 X 0 0 0 SCOTT COBURN 1.00 X X 0 0 0 SUE NAPPER 1.00 X 0 0 0 TERRI FOWLER 1.00 X 0 0 0 TRACEY CLARK 1.00 X 0 0 0 WELDON MAISCH 1.00 X 0 0 0 REVEREND WAYNE BELL 1.00 X 0 0 0 SUSAN JONES 1.00 X 0 0 0 JERRY WAYNE ROGERS 40.00 X 223226 0 100963 KEITH ROBERT KNAPP 40.00 X 300315 0 101594 MARY LYNN SPALDING 40.00 X 167882 0 8951 NICHOLAS ANDREW HARSHFIELD 40.00 X 223572 0 87055 THERESA ANNE COLVIN POPP 40.00 X 204634 0 95118 WILLIAM H COLLINS 40.00 X 0 172212 79059 WILLIAM R MARSHALL 40.00 X 313477 0 139231 CHRISTOPHER HUFF 40.00 X 102438 0 14811 ISREAL RAY 40.00 X 125810 0 15169 LINDA JOHNSON 40.00 X 112904 0 8952 RALPH R ALLEN 40.00 X 122852 0 11761 RAYMOND ALLEN DICKINSON JR 40.00 X 0 129149 16335 MELANIE EATON 40.00 X 0 132013 55007 MARTHA ROBINSON 40.00 X 100408 0 5635 1997518 433374 739641 14 0 1 0 STROTHMAN & COMPANY PSC 325 WEST MAIN STREET SUITE 1600 LOUISVILLE KY 40202 AUDITING SERVICES 146000 PLANTE & MORAN PLLC 16060 COLLECTIONS CENTER DRIVE CHICAGO IL 60693 CONSULTING SERVICES 123245 2 474461 1043090 1517551 MEDICARE/MEDICAID PAYMENTS 900099 3751970 3751970 MANAGEMENT AND CONSULTING SERVICE 541610 3731303 3731303 FEES AND CONTRACTS FROM GOVERNMEN 900099 3729672 3729672 IND/CONGREGATE LIVING 532000 2688076 2688076 NURSING CARE/PHARMACY 623000 649940 649940 205832 205832 14756793 7522 7522 290000 1141871 289865 63806 135 1078065 1078200 1078200 MEALS/VENDING/LAUNDRY 812900 564929 564929 TV/PHONE 812900 231581 231581 MISCELLANEOUS 900099 121160 121160 14696 14696 932366 18292432 15689159 0 1085722 5750 5750 1265224 515621 696863 52740 7073123 2882535 3895749 294839 242262 10970 229051 2241 1170415 335299 788509 46607 571675 250392 301963 19320 1033654 29779 1003875 128904 100642 28262 137716 137716 212367 212367 991507 781884 190961 18662 81803 51598 29805 400 1582501 1261328 306363 14810 1666640 1556019 110414 207 258015 160436 80005 17574 30684 13001 14759 2924 1086304 903107 183197 1568627 1362101 206526 515898 505562 10336 ANCILLARY FEES 376578 376578 FOOD/DAIRY 366594 366594 LICENSES, DUES, AND FEE 180906 54979 123023 2904 PHARMACY 10830 10830 20557977 11535005 8337377 685595 185596 256273 235434 244497 305527 1497578 50651349 23471851 23901317 27179498 2951226 3005797 625299 924892 2382184 4516217 30586583 37624752 1794235 2455850 84633 185952 18341109 19906427 33246169 37625562 53466146 60173791 X -36093943 -36321519 13214380 13772480 -22879563 -22549039 30586583 37624752 X -2265545 -3931 2600000 X X 0 1 X 1 1 1 X 775415 798906 305714 1220577 1517551 4618163 775415 798906 305714 1220577 1517551 4618163 4618163 11835 24523 11280 11875 7522 67035 623814 714197 791634 793173 932366 3855184 8540382 52467314 0.54070 0.55640 X X 429 1461 429 1461 20557548 54572894 20557977 54574355 1000000 1000000 250000 250000 0 0 0 0 1000000 1000000 1000000 1000000 4000000 6000000 1316 1316 1397 1461 5490 250000 250000 250000 250000 1000000 1500000 14799 384 937 2512 13608 15207 216 20 644 14799 14104 200 457 713 14048 11380 21 3401 698 14104 11380 11380 0.78000 0.22000 0 0 2816675 2816675 39821165 19189195 20631970 6038611 4282656 1755955 1974898 1974898 27179498 ASSETS WHOSE USE IS LIMITED BY LOAN AGREEMENTS 2239184 F ASSETS WHOSE USE IS LIMITED BY DONOR 766613 F 3005797 OTHER CURRENT ASSETS 409546 SECURITY DEPOSITS 226682 OTHER NON-CURRENT ASSETS 3879989 4516217 INTERCOMPANY AND AFFILIATE LIABILITIES 37152417 OTHER CURRENT LIABILITIES 38886 OTHER LONG-TERM LIABILITIES 434259 37625562 X DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE ORGANIZATION HAS ADOPTED INVESTMENT AND SPENDING POLICIES, APPROVED BY THE BOARD OF DIRECTORS, FOR ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO THE ORGANIZATION SUPPORTED BY ITS ENDOWMENT, WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THESE ENDOWMENT ASSETS OVER THE LONG-TERM. THIS OBJECTIVE IS ACHIEVED BY THE ORGANIZATION'S SPENDING AND INVESTMENT POLICIES WORKING TOGETHER. THE INVESTMENT POLICY ESTABLISHES AN ACHIEVABLE RETURN OBJECTIVE THROUGH DIVERSIFCATION OF ASSET CLASSES. THE LONG-TERM OBJECTIVE IS TO REALIZE NET RETURNS THAT ARE GREATER THAN THE ORGANIZATION'S SPENDING POLICY DISCUSSED BELOW. TO SATISFY ITS LONG-TERM RATE-OF-RETURN OBJECTIVES, THE ORGANIZATION RELIES ON A TOTAL RETURN STRATEGY IN WHICH INVESTMENT RETURNS ARE ACHIEVED THROUGH BOTH CAPITAL APPRECIATION (REALIZED AND UNREALIZED) AND CURRENT YIELD (INTEREST AND DIVIDENDS). THE ORGANIZATION TARGETS A DIVERSIFIED ASSET ALLOCATION THAT PLACES AN EMPHASIS ON FIXED INCOME SECURITIES AND EQUITY-BASED INVESTMENTS TO ACHIEVE ITS LONG-TERM RETURN OBJECTIVES WITH PRUDENT RISK PARAMETERS. THE ORGANIZATION'S SPENDING POLICY CALCULATES THE AMOUNT OF ANNUAL DISTRIBUTION FROM ITS VARIOUS ENDOWED FUNDS TO THE EXTENT THAT THE ORGANIZATION ASSETS EXCEED THE PERMANENTLY RESTRICTED CONTRIBUTION FLOOR. ANNUAL DISTRIBUTIONS ARE CALCULATED AS OF DECEMBER 31 EACH YEAR BY AVERAGING THE FAIR VALUE OF THE ASSETS OF THE MOST RECENT 3 YEARS AND MULTIPLYING THAT BY 5%. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: THE ORGANIZATION FOLLOWS ASC 740-10, WHICH PRESCRIBES A COMPREHENSIVE MODEL FOR HOW AN ORGANIZATION SHOULD MEASURE, RECOGNIZE, PRESENT AND DISCLOSE IN ITS FINANCIAL STATEMENTS UNCERTAIN TAX POSITIONS THAT AN ORGANIZATION HAS TAKEN OR EXPECTS TO TAKE ON A TAX RETURN. 1 GLOBAL ADVANCEMENTCAPITAL CAMPAIGN CONSULTING 333 W VINE ST STE 300 LEXINGTON KY 40507 PROFESSIONAL FUNDRAISING 0 0 0 212367 212367 1 ALZHEIMER'S ASSOCIATION 6100 DUTCHMANS LANE STE 401 LOUISVILLE KY 40205 5300 TO PROVIDE SUPPORT FOR CHARITABLE PURPOSE. X X X 0 1 0 0 0 0 0 0 0 JERRY WAYNE ROGERS 223226 0 0 0 0 0 91441 0 9522 0 324189 0 0 0 KEITH ROBERT KNAPP 300315 0 0 0 0 0 87219 0 14375 0 401909 0 0 0 MARY LYNN SPALDING 167882 0 0 0 0 0 0 0 8951 0 176833 0 0 0 NICHOLAS ANDREW HARSHFIELD 223572 0 0 0 0 0 70702 0 16353 0 310627 0 0 0 THERESA ANNE COLVIN POPP 204634 0 0 0 0 0 83525 0 11593 0 299752 0 0 0 WILLIAM H COLLINS 0 172212 0 0 0 0 0 70284 0 8775 0 251271 0 0 WILLIAM R MARSHALL 313477 0 0 0 0 0 125669 0 13562 0 452708 0 0 0 MELANIE EATON 0 132013 0 0 0 0 0 46913 0 8094 0 187020 0 0 A KENTUCKY ECONOMIC DEVELOPMENT FINANCE AUTHORITY 610600439 2005-12-01 12030000 1.TO FUND SEPARATE MORTGAGE LOANS, 2. TO PAY CERTAIN COSTS OF ISSUING BOND 0 0 0 B CITY OF PLANTATION 2011-10-26 3000000 TO ACQUIRE SNF 0 0 0 A 12030000 690530 11339400 2005 0 0 1 1 B 3000000 3000000 2012 0 0 1 1 A 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 A 0 0 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 0 0 A 1 FORM 990, PART VI, SECTION B, LINE 11 REVIEWED BY THE FINANCE COMMITTEE OF THE BOARD AND MADE AVAILABLE TO ALL BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 12C UPON ELECTION TO THE BOARD OF DIRECTORS, THE MEMBERS SIGN A CONFLICT OF INTEREST STATEMENT. ON AN ANNUAL BASIS, EACH BOARD MEMBER IS ASKED TO ASSESS WHETHER THEY HAVE A CONFLICT OF INTEREST, AND TO TAKE APPROPRIATE ACTION IF A CONFLICT EXISTS. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION PARTICIPATES IN REGULAR SALARY SURVEYS THAT COMPARE SALARIES PAID FOR POSITIONS AT CHRISTIAN CARE TO THOSE PAID IN OTHER ORGANIZATIONS. IN ADDITION, CHRISTIAN CARE'S BOARD OF DIRECTORS COMPENSATION TASKFORCE EXAMINES PAY LEVELS AND STRUCTURES ANNUALLY AND EVALUATES THE STRATEGIC AND OPERATIONAL EFFECTIVENESS OF CURRENT PAY PROGRAMS. TASKFORCE MEMBERS MONITOR INDUSTRY AND BROADER MARKET BEST PRACTICES AND EMERGING TRENDS BY REVIEWING THE ANNUAL SURVEY SPONSORED BY THE LEADING AGE THROUGH THE CHIEF EXECUTIVES OF MULTI-FACILITY ORGANIZATIONS (CEMO) CONDUCTED BY THE RODEGHERO CONSULTING GROUP. THIS ANNUAL REVIEW IS BUILT INTO FORMAL AGENDAS BY THE TASKFORCE CHAIR AND MANAGEMENT. EVALUATION IS A CONTINUOUS PROCESS. FORM 990, PART VI, SECTION C, LINE 19 MADE AVAILABLE UPON REQUEST CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: PARTNERSHIP CAPITAL CONTRIBUTION 2,600,000. THE PROCESS OF OVERSIGHT FOR THE AUDIT HAS NOT CHANGED FROM THE PRIOR YEAR. NA KY 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 1 1 1 CHRISTIAN CARE COMMUNITIES INC - PARENT 4799912