2026-04-30T09:36:25+00:00 2025-06-30 440160260 Forvis Mazars LLP 1551 N Waterfront Pkwy Ste 300 Wichita KS 672066601 990 2024-07-01 480877587 PRESBYTERIAN MANORS OF MID-AMERICA INC PRES 3166851100 2414 N WOODLAWN BLVD WICHITA KS 67220 BRUCE H SHOGREN CEO 2026-04-30 true Kevin Ensminger P01310558 3162652811 2025-05-15 2024 2025-03-06 01:10:19Z BRUCE H SHOGREN 2414 N WOODLAWN BLVD WICHITA KS 67220 13324777 false X WWW.PRESBYTERIANMANORS.ORG X 1978 KS EXECUTIVE, ADMINISTRATIVE, FINANCE, HUMAN RESOURCES, MARKETING, FACILITIES AND PROJECT DEVELOPMENT SUPPORT FOR RELATED ORGANIZATIONS. 7 7 87 8 0 34312 26466 12211127 12846349 331062 414569 1606 1755 12578107 13289139 0 0 9937958 10181001 21268 1602 698930 2483085 2745519 12442311 12928122 135796 361017 7946356 15500894 2612053 1887009 5334303 13613885 SUPPORT ORGANIZATION ORGANIZED TO OPERATE EXCLUSIVELY FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, AND TO CARRY OUT THE PURPOSE OF ASHFIELD ACTIVE LIVING & WELLNESS COMMUNITIES, INC. (ABERDEEN HEIGHTS), PRESBYTERIAN MANORS, INC., AND ABERDEEN RIDGE, INC., 509(A)(2) ORGANIZATIONS. PRESBYTERIAN MANORS OF MID-AMERICA, INC. (PMMA) PERFORMS EXECUTIVE, ADMINISTRATIVE, FINANCE, HUMAN RESOURCES, MARKETING, FACILITIES, AND PROJECT DEVELOPMENT FUNCTIONS FOR ABERDEEN HEIGHTS AND PMI. ADDITIONALLY, PMMA PROVIDES OVERALL POLICY AND PLANNING GUIDANCE TO ABERDEEN HEIGHTS, PMI, AND ABR. false false 9660011 0 12846349 PROVISION OF EXECUTIVE, ADMINISTRATIVE, FINANCE, HUMAN RESOURCES, MARKETING, FACILITIES AND PROJECT DEVELOPMENT FUNCTIONS FOR PRESBYTERIAN MANORS, INC., ASHFIELD ACTIVE LIVING AND WELLNESS COMMUNITIES, INC. (ABERDEEN HEIGHTS), AND ABERDEEN RIDGE, INC. 9660011 true true false true false false false false false true true false false true false false false true false false false false false false false false false false false true false false false false false false false false false false false false false false false true true true false false true 23 0 true 87 true false false false false false false false false false false false false X 7 7 false false false false false false false true true false false false true true true true true true true true false false KS X BRUCE H SHOGREN 3166851100 2414 N WOODLAWN BLVD WICHITA KS 67220 DAN F HARRIS CHAIR 1.0 3.0 X X 0 0 0 ROBERT S BONNEY VICE CHAIR 1.0 3.0 X X 0 0 0 GARY D BRENNECKE TRUSTEE 1.0 3.0 X 0 0 0 JOHN GOODWIN TRUSTEE 1.0 3.0 X 0 0 0 NANCY DULING TRUSTEE 1.0 3.0 X 0 0 0 PATRICIA COOK TRUSTEE 1.0 3.0 X 0 0 0 ROB SCHENDEL TRUSTEE 1.0 3.0 X 0 0 0 BRUCE H SHOGREN PRESIDENT/CEO 5.0 35.0 X 402426 0 41543 JOAN MILLER ASST. TREASURER/CONTROLLER 5.0 35.0 X 144548 0 16143 MELANIE OWENS CFO/TREASURER 5.0 35.0 X 252648 0 20446 SHERRY K HIND CORPORATE SECRETARY 5.0 35.0 X 147578 0 11243 WILLIAM H TAYLOR CHIEF OPERATING OFFICER 5.0 35.0 X 250734 0 25043 ELIZABETH HUCK Senior VP OF SALES & MARKETING 40.0 0 X 207520 0 14447 GARY MCGUIRE VP INFORMATION SYSTEMS 40.0 0 X 199877 0 17528 JEANNE GERSTENKORN SR VP OF HEALTH SERVICES 40.0 0 X 211406 0 11355 BRADLEY RADATZ REG. DIRECTOR OF OPERATIONS 40.0 0 X 156019 0 19793 CHRISTIE WOLFF EXECUTIVE DIRECTOR 40.0 0 X 167266 0 16976 JANE WOLOSON EXECUTIVE DIRECTOR 40.0 0 X 190234 0 13305 JOHN T ALLIN EXECUTIVE DIRECTOR 40.0 0 X 167571 0 11450 RHONDA PARKS REG. DIRECTOR OF OPERATIONS 40.0 0 X 171548 0 13446 2669375 0 232718 29 false true false FOULSTON SIEFKIN LLP 1551 N WATERFRONT STE 100 WICHITA KS 67206 LEGAL SERVICES 585171 DELL MARKETING LP PO Box 676021 DALLAS TX 752676021 MARKETING 124641 2 26466 26466 MANAGEMENT FEES 900099 12846349 12846349 0 0 0 0 12846349 414336 414336 0 0 35871 35638 0 233 233 233 1755 0 0 1755 1755 13289139 12846349 0 416324 2091939 524229 1567710 6785229 6315794 469435 3432 2645 606 181 709456 546649 125290 37517 590945 455334 104361 31250 337264 337264 50286 50286 148 148 1602 1602 3391 3391 84256 84256 0 0 159441 156288 3153 368761 268558 67139 33064 502627 383845 95961 22821 219546 169164 38772 11610 329854 235121 53889 40844 164532 125121 28677 10734 77466 59689 13681 4096 82521 63584 14573 4364 EQUIPMENT LEASES 235448 168298 42075 25075 DUES AND SUBSCRIPTIONS 79453 61870 15467 2116 SMALL EQUIPMENT PURCHASES 50525 39566 9891 1068 0 0 0 0 12928122 9660011 2569181 698930 42150 209941 0 0 0 0 36547 133822 232971 235974 1521466 1130580 124903 390886 565645 3903220 112778 106334 0 6831362 10520717 7946356 15500894 1832067 1887009 0 0 779986 0 2612053 1887009 X 4670184 12976142 664119 637743 5334303 13613885 7946356 15500894 X 361017 -11011 7929576 X false true true false X X 3 ASHFIELD ACTIVE LIVING AND WELLNESS COMMUNITIES INC 205385139 9 true 0 1309202 PRESBYTERIAN MANORS INC 237154996 9 true 70424 7380265 ABERDEEN RIDGE INC 472871995 9 true 0 970544 3 70424 9660011 true false false false false false false false false false false false false false false true RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true 148 148 false Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY 10% OF LEADINGAGE KANSAS AND 22.73% OF DUES TO AMERICAN SOCIETY OF HEALTHCARE ENGINEERING, INCLUDED ON THE ANNUAL DUES INVOICE. 384269 350 17171 17239 6103 378448 389634 1800 15635 1000 21800 384269 371163 700 30630 3085 9774 389634 478374 600 -103392 2195 2224 371163 396226 900 93277 11327 702 478374 0.0 0.7408 0.2592 false false 1521466 1130580 390886 390886 INTERCOMPANY RECEIVABLE 62352 OTHER ASSETS 229 MANAGEMENT FEES 10457733 LSA FUNDS 403 10520717 0 0 0 0 0 0 0 0 0 0 0 0 Schedule D, Part X, Line 2 UNCERTAIN TAX POSITIONS 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 V, Line 4 Intended uses of endowment funds THE INCOME FROM THE ENDOWMENT FUNDS IS USED TO PROVIDE SCHOLARSHIPS FOR SYSTEM EMPLOYEES AND CHARITY CARE FOR SYSTEM RESIDENTS. X true true X X X X X X false false false false false false false true false SHERRY K HIND CORPORATE SECRETARY 147363 0 0 0 215 0 8500 0 2743 0 158821 0 0 0 JOAN MILLER ASST. TREASURER/CONTROLLER 140583 0 3750 0 215 0 1000 0 15143 0 160691 0 0 0 MELANIE OWENS CFO/TREASURER 246517 0 0 0 6131 0 8500 0 11946 0 273094 0 0 0 BRUCE H SHOGREN PRESIDENT/CEO 393779 0 5000 0 3647 0 25000 0 16543 0 443969 0 0 0 WILLIAM H TAYLOR CHIEF OPERATING OFFICER 247860 0 0 0 2874 0 8500 0 16543 0 275777 0 0 0 JEANNE GERSTENKORN SR VP OF HEALTH SERVICES 200077 0 4500 0 6829 0 4000 0 7355 0 222761 0 0 0 ELIZABETH HUCK Senior VP OF SALES & MARKETING 202416 0 4500 0 604 0 4000 0 10447 0 221967 0 0 0 GARY MCGUIRE VP INFORMATION SYSTEMS 186235 0 4500 0 9142 0 4000 0 13528 0 217405 0 0 0 JOHN T ALLIN EXECUTIVE DIRECTOR 165356 0 2000 0 215 0 1150 0 10300 0 179021 0 0 0 BRADLEY RADATZ REG. DIRECTOR OF OPERATIONS 152009 0 3500 0 510 0 3000 0 16793 0 175812 0 0 0 RHONDA PARKS REG. DIRECTOR OF OPERATIONS 166988 0 3500 0 1060 0 3000 0 10446 0 184994 0 0 0 CHRISTIE WOLFF EXECUTIVE DIRECTOR 160051 0 7000 0 215 0 1000 0 15976 0 184242 0 0 0 JANE WOLOSON EXECUTIVE DIRECTOR 188019 0 2000 0 215 0 0 0 13305 0 203539 0 0 0 Schedule J, Part I, Line 1a Tax indemnification and gross-up payments PRESBYTERIAN MANORS OF MID AMERICA, INC. (PMMA) PAYS FOR TAX GROSS UP PAYMENTS FOR ALL EMPLOYEES. ALL EMPLOYEES RECEIVED A CHRISTMAS GIFT OF $200. THIS GIFT WAS GROSSED UP TO $215 IN ORDER FOR THE EMPLOYEE TO RECEIVE AN AFTER TAX BENEFIT OF $200. THE FULL AMOUNT OF $215 WAS INCLUDED ON THEIR W-2'S AS TAXABLE INCOME. Schedule J, Part I, Line 7 Non-fixed payments BONUS AND INCENTIVE COMPENSATION AMOUNTS PAID BY THE ORGANIZATION ARE DETERMINED ON A DISCRETIONARY BASIS OF MANAGMENT WITH THE APPROVAL OF THE BOARD OF DIRECTORS. Form 990, Part VI, Line 11b Review of form 990 by governing body AN INDEPENDENT ACCOUNTING FIRM PREPARES AND REVIEWS THE FORM 990. THE 990 IS THEN REVIEWED BY THE CFO AND THE ORGANIZATION'S CHAIR OF THE FINANCE COMMITTEE. ANY QUESTIONS OR CONCERNS THE CFO AND THE ORGANIZATION'S CHAIR OF THE FINANCE COMMITTEE HAVE ARE ADDRESSED AND ANY CORRECTIONS OR CLARIFICATIONS ARE MADE. THE FINAL FORM 990 WITH ALL REQUIRED SCHEDULES IS THEN PROVIDED TO ALL VOTING MEMBERS OF THE BOARD PRIOR TO FILING THE 990 WITH THE IRS. Form 990, Part VI, Line 12c Conflict of interest policy ANNUALLY, PRESBYTERIAN MANORS OF MID-AMERICA, INC.'S ATTORNEY PRESENTS AND EXPLAINS THE CONFLICT OF INTEREST POLICY TO THE BOARD, THE OFFICERS, AND THE KEY EMPLOYEES. THE TRUSTEES, OFFICERS, AND KEY EMPLOYEES ARE REQUIRED TO DISCLOSE ANY CONFLICTS AND SIGN THE POLICY. IF A POSSIBLE CONFLICT OF INTEREST ARISES, IT IS REVIEWED BY THE ATTORNEY AND THE ORGANIZATION'S CEO WHO DETERMINE WHETHER A CONFLICT EXISTS. IF IT IS DETERMINED THAT A CONFLICT EXISTS, THE CONFLICTED INDIVIDUAL IS PROHIBITED FROM VOTING OR BEING INVOLVED IN DISCUSSIONS REGARDING THE CONFLICT. Form 990, Part VI, Line 15a Process to establish compensation of top management official PRESBYTERIAN MANORS OF MID-AMERICA, INC.'S ATTORNEY AND/OR THE CFO/SVP-HR PROVIDES THE BOARD OF TRUSTEES WITH COMPARABILITY DATA TO DETERMINE THE CEO'S COMPENSATION. DELIBERATION OF THE CEO'S COMPENSATION IS HELD IN THE GOVERNANCE COMMITTEE AND EXECUTIVE BOARD SESSION. THE BOARD'S DECISION IS PROVIDED TO THE CFO/SVP-HR BY THE BOARD CHAIRMAN. Form 990, Part VI, Line 15b Process to establish compensation of other employees THE CEO USES COMPARABILITY DATA TO DETERMINE COMPENSATION FOR THE OTHER OFFICERS, KEY EMPLOYEES, AND EXECUTIVE DIRECTORS. THIS PROCESS LAST OCCURRED IN 2025. Form 990, Part VI, Line 19 Required documents available to the public PRESBYTERIAN MANORS OF MID-AMERICA, INC. MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST. FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST, AT MANAGEMENT'S DISCRETION. Form 990, Part VIII, Line 11d Other Miscellaneous Revenue - Total Revenue: 1755, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 1755; Form 990, Part XI, Line 9 Other changes in net assets or fund balances TRANSFER TO PRESBYTERIAN MANORS, INC. - -70424; TRANSFERS FROM RELATED ORGANIZATIONS - 8000000; Total - 7929576; PRESBYTERIAN MANORS INC 2414 N WOODLAWN BLVD WICHITA KS 67220 237154996 CCRC KS 501(c)(3) 10 PMMA true ASHFIELD ACTIVE LIVING AND WELLNESS COMMUNITIES INC 575 COUCH AVE KIRKWOOD MO 63122 205385139 CCRC MO 501(c)(3) 10 PMMA true SALINA PRESBYTERIAN MANOR ENDOWMENT FUND 2601 E CRAWFORD SALINA KS 67401 480937829 FUNDS MGMT KS 501(c)(3) Type I PMI true ABERDEEN RIDGE INC 2744 GRAND VISTA CIRCLE COLORADO SPRINGS CO 80904 472871995 CCRC KS 501(c)(3) 10 PMMA true false false false true true false false false false false true true false false true true true true true ABERDEEN RIDGE INC D 10457733 COST PRESBYTERIAN MANORS INC S 5000000 COST ASHFIELD ACTIVE LIVING & WELLNESS COMMUNITIES INC S 3000000 COST PRESBYTERIAN MANORS INC K 120000 COST PRESBYTERIAN MANORS INC L 10827444 COST ASHFIELD ACTIVE LIVING & WELLNESS COMMUNITIES INC L 1645008 COST ABERDEEN RIDGE INC L 373897 COST PRESBYTERIAN MANORS INC R 70424 COST