2012-11-05T10:57:29-06:00 2011-12-31 BKD LLP 1201 Walnut Suite 1700 Kansas City MO 641062246 990 2011-01-01 481199065 VILLAGE SHALOM INC % NICOLE ANTHONY VILL 9133172600 5500 WEST 123RD STREET OVERLAND PARK KS 66209 MATTHEW LEWIS 9132668400 2012-08-15 true 8162216300 2011 2016-02-24 21:20:13Z MATTHEW LEWIS 5500 WEST 123RD STREET OVERLAND PARK KS 66209 29443236 false X WWW.VILLAGESHALOM.ORG X 1996 KS TO PROVIDE THE HIGHEST QUALITY OF RESIDENT CARE AND OUTREACH PROGRAMMING TO MEET THE PHYSICAL, SOCIAL, AND SPIRITUAL NEEDS OF SENIORS THAT SUPPORTS THEIR HIGHEST LEVEL OF INDEPENDENCE. 17 17 339 116 0 0 1047622 1292598 15516420 16918428 95524 28883 9648 11185828 16669214 29425737 362582 283313 0 0 7083453 7502147 0 0 577757 10521545 11768771 17967580 19554231 -1298366 9871506 66403650 63517711 73665572 61312196 -7261922 2205515 X SEE SCHEDULE O false false 17261098 283313 16918428 SEE SCHEDULE O 17261098 true true false true false false false false true true true false false true true false true false false false false false false true false false false true true false false false false false false false false false false false false false true true true false false true 68 0 true 339 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 X MICHAEL ABRAMS 2.0 X X 0 0 0 ANN DARKE 2.0 X X 0 0 0 DEBBIE SOSLAND-EDELMAN 2.0 X 0 0 0 BERNARD ERDMAN 2.0 X 0 0 0 PELLA FINGERSH 2.0 X 0 0 0 SHIRLEY HELZBERG 2.0 X 0 0 0 STEVEN GERSHON 2.0 X X 0 0 0 SUSIE GOLDSMITH 2.0 X 0 0 0 JOSEPH HIERSTEINER 2.0 X 0 0 0 JAMES KLEIN 2.0 X 0 0 0 KAREN GLICKSTEIN 2.0 X 0 0 0 MICHAEL LISS 2.0 X 0 0 0 JONNY GIRSON 2.0 X 0 0 0 ANDREW KAUFMAN 2.0 X 0 0 0 RODNEY MINKIN 2.0 X X 0 0 0 MARCIA SCHOENFELD 2.0 X 0 0 0 VICKI NOVORR 2.0 X 0 0 0 MATTHEW LEWIS 24.0 X 213800 0 23968 LEAH DIEHL 38.0 X 110137 0 8578 BEVERLY HELLWIG 24.0 X 58762 0 1046 NICOLE ANTHONY 24.0 X 30667 0 3372 JILL ALLIN 40.0 X 105289 0 6436 518655 0 43400 3 false true false AEGIS THERAPY CONTRACT THERAPY 185899 ARAMARK CONSULTING 1880185 SIGNATURE LANDSCAPE INC LANDSCAPING 268617 SUMMIT CARE INC Contract Therapy 965412 ZACK GROUP INC Medical Staffing 248365 7 12196 1280402 1292598 RESIDENT CARE REV. 623000 16376190 16376190 ENTRANCE FEES 623000 485849 485849 FOOD SERVICE REV. 623000 56389 56389 16918428 28883 28883 0 0 0 11787 12196 17499 -5712 -5712 0 0 GAIN ON FORGIVENESS OF DEBT 900099 11176750 11176750 MISCELLANEOUS INCOME 900099 14790 14790 14790 14790 11191540 29425737 16918428 0 11214711 0 283313 283313 0 0 450330 373774 54040 22516 0 5649255 4553319 869767 226169 16862 13996 2023 843 937538 823528 113660 350 448162 368479 61887 17796 0 118210 116271 1939 94989 93431 1558 0 0 0 2682396 2515934 166462 371916 18404 51849 301663 149928 37337 112591 0 0 1653375 1495522 157853 14220 5407 8813 0 28538 15881 12157 500 1929024 1897388 31636 0 2264855 2227711 37144 191761 160707 31054 DIETARY 1794416 1794416 BAD DEBT EXPENSES 195731 195731 PROGRAMMING 102042 102042 MEDICAL DISCOUNT 160457 160457 16913 8050 943 7920 19554231 17261098 1715376 577757 2002 2552 796920 907988 0 0 1039519 1262146 0 0 0 0 0 0 100126 86007 284088 323100 56125875 22406959 34709950 33718916 3229987 2099373 25401514 24623805 0 0 0 0 839544 493824 66403650 63517711 1409285 1791672 0 0 13445084 13418135 38762404 25650899 0 0 0 0 436832 320881 0 0 19611967 20130609 73665572 61312196 X -9506772 96127 867441 729479 1377409 1379909 -7261922 2205515 66403650 63517711 X 9871506 -404069 X false true true X false X 1458414 1053350 1088698 1047622 1292598 5940682 12271296 13281152 14821512 15516420 16918428 72808808 0 0 9100 11250 11787 32137 13729710 14334502 15919310 16575292 18222813 78781627 0 0 0 0 0 0 0 0 1036615 1415906 34091 2486612 0 0 1036615 1415906 34091 2486612 76295015 348043 177703 156200 95524 28883 806353 348043 177703 156200 95524 28883 806353 10118 12296 23551 13991 11191540 11251496 14087871 14524501 16099061 16684807 29443236 90839476 0.83989 0.95118 0.00888 0.01430 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false true 1530 false false false 1530 false LOBBYING ACTIVITIES SCH C, PART II-B, LINE 1F FOR 2011, $1,530 OF DUES PAID TO KANSAS ASSOCIATION OF HOME & SERVICES FOR AGING (KAHSA) AND AAHSA (PARENT) WERE USED FOR LOBBYING/ADVOCACY EXPENDITURES. 1558899 2500 -13690 0 55076 6320 1486313 1431805 9000 145912 0 13367 14451 1558899 1147428 100570 184807 0 1000 0 1431805 1335260 20000 -204571 0 3261 0 1147428 0.00000 0.92800 0.07200 false true true 2252860 2252860 37332127 11795878 25536249 0 0 0 14238644 8938231 5300413 2302244 1672850 629394 33718916 INVESTMENT IN VSCSF 24623805 F 24623805 0 DEPOSITS 39927 NOTE PAYABLE TO VSCSF - RELATED ORG 20090682 20130609 29425737 19554231 9871506 -6945 -397125 -404070 9467436 29562759 -6945 143967 137022 29425737 29425737 19959861 405630 405630 19554231 19554231 INTENDED USE OF THE ORGANIZATION'S ENDOWMENT FUNDS 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. UNCERTAIN TAX POSITIONS DISCLOSURE 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. RECONCILIATION OF CHANGE IN NET ASSETS SCHEDULE D, PART XI, LINE 8 CHANGE IN TEMPORARILY RESTRICTED NET ASSETS $ -137,962 CHANGE IN PERMANENTLY RESTRICTED NET ASSETS $ 2,500 CHANGE IN INTEREST OF NET ASSETS OF VSCSF $ -261,663 ----------- $ -397,125 RECONCILIATION OF REVENUES SCHEDULE D, PART XII, LINE 2D SPECIAL EVENTS EXPENSE $ 17,499 REVENUE FROM RELATED ORGANIZATION $ 1,406,870 ELIMINATIONS $ -1,280,402 ------------- $ 143,967 RECONCILIATION OF EXPENSES SCHEDULE D, PART XIII, LINE 2D SPECIAL EVENTS EXPENSE $ 17,499 EXPENSES FROM RELATED ORGANIZATION $ 1,668,533 ELIMINATIONS $ -1,280,402 ------------ $ 405,630 FATHERS DAY RUN 23983 12196 11787 0 0 0 0 0 17499 0 23983 12196 11787 0 0 0 0 0 17499 17499 -5712 true FINANCIAL ASSISTANCE 7 283313 PROCEDURES TO MONITOR USE OF GRANT FUNDS 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 213800 0 0 0 0 0 0 0 23968 0 237768 0 0 0 ORGANIZATION'S MISSION 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. PROGRAM SERVICE ACCOMPLISHMENT 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 25% OF THE RESIDENTS ON VILLAGE SHALOM'S MAIN CAMPUS ARE RECIPIENTS OF MORE THAN $1.1 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 REVIEW PROCESS 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. CONFLICT OF INTEREST POLICY 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. COMPENSATION REVIEW 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. AVAILABILITY OF DOCUMENTS FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. OTHER CHANGES IN NET ASSETS FORM 990, PART XI, LINE 5 CHANGE IN TEMPORARILY RESTRICTED NET ASSETS $ -137,961 CHANGE IN PERMANENTLY RESTRICTED NET ASSETS $ 2,500 CHANGE IN INTEREST OF NET ASSETS OF VSCSF $ -261,663 NET UNREALIZED LOSSES $ - 6,945 ---------- $ -404,069 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:MICHAEL ABRAMS TITLE:DIRECTOR/CHAIR HOURS:1 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:ANN DARKE TITLE:DIRECTOR/TREASURER HOURS:1 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:JAMES KLEIN TITLE:DIRECTOR HOURS:1 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:MICHAEL LISS TITLE:DIRECTOR HOURS:1 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:RODNEY MINKIN TITLE:DIRECTOR/VICE-CHAIR HOURS:1 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:MATTHEW LEWIS TITLE:PRESIDENT/CEO HOURS:17 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:LEAH DIEHL TITLE:COO HOURS:2 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:BEVERLY HELLWIG TITLE:DIRECTOR OF FINANCE HOURS:16 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:NICOLE ANTHONY TITLE:DIRECTOR OF FINANCE HOURS:16 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 true false true false false false false VILLAGE SHALOM CHARITABLE SUPPORT FOUNDATION C 1280402 COST