2024-01-25T11:09:16-06:00 2023-06-30 611064249 DEMING MALONE LIVESAY & OSTROFF PSC 9300 SHELBYVILLE ROAD SUITE 1100 LOUISVILLE KY 402225187 990 2022-07-01 610561689 WESLEY MANOR RETIREMENT COMMUNITY INC WESL 5029693277 5012 EAST MANSLICK ROAD LOUISVILLE KY 40219 RAYMOND DICKISON PRESIDENT 5029693277 2024-01-22 1 RAYMOND DICKISON 999009999 0 SARAH K ANTLE P01391676 5024269660 2024-01-04 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z RAYMOND DICKISON 5012 EAST MANSLICK ROAD LOUISVILLE KY 40219 12468510 0 X WWW.WESLEYMANORRETIREMENT.COM X 1964 KY WESLEY MANOR'S MISSION, AS A FULL CONTINUUM OF CARE RETIREMENT COMMUNITY, IS TO SERVE ITS' RESIDENTS AND FAMILIES WITH A DEDICATED AND PROFESSIONAL STAFF IN A NURTURING CHRISTIAN ENVIRONMENT. 12 12 199 50 0 0 109943 3044805 8985259 9330759 23141 12059 16814 73667 9135157 12461290 0 0 0 0 6254810 6142715 0 0 0 3625706 4528353 9880516 10671068 -745359 1790222 9224359 11700401 8630479 9279929 593880 2420472 WESLEY MANOR RETIREMENT COMMUNITY STRIVES TO ENHANCE THE QUALITY OF LIFE FOR ELDERLY INDIVIDUALS IN A NURTURING CHRISTIAN ENVIRONMENT. 0 0 9032806 9330759 THE CORPORATION'S PRINCIPAL ACTIVITY IS PROVIDING NURSING CARE AND RETIREMENT SERVICES THROUGH 148 LICENSED BEDS AND SIXTY RETIREMENT PATIO HOMES. 9032806 1 1 0 1 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 12 0 1 199 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 1 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 KY X WESLEY MANOR RETIREMENT COMMUNITY 5029693277 5012 EAST MANSLICK ROAD LOUISVILLE KY 40219 RUSSELL WARDLAW BOARD MEMBER 2.00 X 0 0 0 JOHN L CONRAD III BOARD MEMBER 2.00 X 0 0 0 KEN CURRY BOARD MEMBER 2.00 X 0 0 0 ERIC HARDEN BOARD MEMBER 2.00 X 0 0 0 BILLY HOPKINS IV BOARD MEMBER 2.00 X 0 0 0 LINDA KING SECRETARY 2.00 X X 0 0 0 STEVE JONES TREASURER 2.00 X X 0 0 0 CRAIG REYNOLDS CHAIRPERSON 2.00 X X 0 0 0 CAROL POWELL BOARD MEMBER 2.00 X 0 0 0 ALLEN SCHUHMANN BOARD MEMBER 2.00 X 0 0 0 NORMA SLEDGE BOARD MEMBER 2.00 X 0 0 0 JIM BARNETT VICE CHAIRMAN 2.00 X 0 0 0 MARK STEPHENS VP - FINANCE, CFO 40.00 X 129652 0 10559 JERRY HOGANSON PRESIDENT THRU 9.9.2022 40.00 X 89032 0 0 RAYMOND DICKISON PRESIDENT, EFFECTIVE 9.6.2022 40.00 X 56130 0 8174 NAOMI RIDENER NURSE MANAGER 40.00 X 113621 0 6076 388435 0 24809 2 0 0 0 ENCORE REHAB PO BOX 933195 CLEVELAND OH 44193 THERAPY 395398 1 3026641 18164 3044805 PATIENT SERVICE REVENUE 623000 9069565 9069565 ENTRANCE FEES EARNED 623000 261194 261194 9330759 19279 19279 7220 -7220 -7220 -7220 MISCELLANEOUS INCOME 623000 60979 60979 LAUNDRY AND GUEST MEALS 812300 10826 10826 BARBER & BEAUTY SHOP 812900 1862 1862 73667 12461290 9330759 0 85726 344289 344289 5081649 4833233 248416 1864 1864 317554 300087 17467 397359 355115 42244 30504 30504 89011 36000 53011 99374 99374 216440 193085 23355 1298697 1269805 28892 5267 1429 3838 576071 569643 6428 ANCILLARIES 527609 527609 ERC FEE 438996 438996 FOOD 373767 373767 PROVIDER TAX 243280 243280 629337 327889 301448 10671068 9032806 1638262 0 682302 595453 923177 783642 232638 206714 134572 187663 18757403 12501681 6602389 6255722 649281 3671207 9224359 11700401 986638 1507248 4668 939110 757630 6700063 7015051 8630479 9279929 X -55401 1734821 649281 685651 593880 2420472 9224359 11700401 X 1790222 36370 X X 0 1 X 1 0 X 13828 43083 44465 73410 18164 192950 9561677 9258040 8858195 8985259 9330759 45993930 9575505 9301123 8902660 9058669 9348923 46186880 0 0 0 46186880 52894 1852 24244 24833 19279 123102 52894 1852 24244 24833 19279 123102 26061 44155 69951 16814 73667 230648 9654460 9347130 8996855 9100316 9441869 46540630 0.99240 0.99360 0.00260 0.00230 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 1 1767 0 0 0 1767 0 PART II-B, LINE 1: THE ORGANIZATION PAYS DUES TO LEADING AGE KENTUCKY OF WHICH $1,767 IS RELATED TO LOBBYING PURPOSES. 649281 36370 685651 775315 -126034 649281 617643 157672 775315 527017 60747 29879 617643 546497 -19480 527017 1.00000 1 0 193373 193373 15777952 10417403 5360549 2451674 2084278 367396 334404 334404 6255722 BENEFICIAL INTEREST IN ASSETS HELD 685651 RIGHT OF USE ASSET 58915 EMPLOYEE RETENTION CREDIT RECEIVABLE 2926641 3671207 REFUNDABLE ENTRANCE FEES 6956606 LOAN FEES, NET -1583 LEASE LIABILITIES 60028 7015051 X 12497660 36370 36370 12461290 0 12461290 10671068 0 10671068 0 10671068 PART V, LINE 4: THE ENDOWMENT FUNDS ARE USED TO SUPPORT THE OPERATING NEEDS OF THE ORGANIZATION. PART X, LINE 2: THE CORPORATION IS EXEMPT FROM FEDERAL, STATE AND LOCAL INCOME TAXES AS A NOT-FOR PROFIT CORPORATION AS DESCRIBED UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). THE CORPORATION FILES AN INFORMATIONAL TAX RETURN IN THE U.S. FEDERAL JURISDICTION AND WITH THE KENTUCKY OFFICE OF THE ATTORNEY GENERAL. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE CORPORATION'S TAX-EXEMPT PURPOSE MAY BE SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. MANAGEMENT DOES NOT BELIEVE THAT THE CORPORATION HAS UNREALTED BUSINESS INCOME FOR THE YEARS ENDED JUNE 30, 2023 AND 2022. AS OF JUNE 30, 2023 AND 2022, THE CORPORATION DID NOT HAVE ANY ACCRUED INTEREST OF PENALTIES RELATED TO INCOME TAX LIABILITIES, AND NO INTEREST OR PENALTIES HAVE BEEN CHARGED TO OPERATIONS FOR THE YEARS THEN ENDED. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF BENEFICIAL INTERESTS 36,370. FORM 990, PART VI, SECTION A, LINE 2 RUSSELL WARDLAW IS THE FATHER-IN-LAW OF ERIC HARDIN. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED AND APPROVED BY THE CEO AND CFO PRIOR TO SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C MEMBERS OF THE BOARD OF DIRECTORS MUST COMPLETE AND SIGN A CONFLICT OF INTEREST DISCLOSURE STATEMENT ANNUALLY AT THE BEGINNING OF THE FISCAL YEAR. FORM 990, PART VI, SECTION B, LINE 15A 1. THE COMPENSATION OF THE PERSON IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS OF THE ORGANIZATION PROVIDED THAT PERSONS WITH CONFLICTS OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENT AT ISSUE ARE NOT INVOLVED IN THE REVIEW AND APPROVAL. 2. THE COMPENSATION OF THE PERSON IS REVIEWED AND APPROVED USING DATA AS TO COMPARABLE COMPENSATION FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. 3. THERE IS CONTEMPORANEOUS DOCUMENTATION AND RECORDKEEPING WITH RESPECT TO THE DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION ARRANGEMENT. FORM 990, PART VI, SECTION C, LINE 19 THE CORPORATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF BENEFIFICAL INTERESTS 36,370. FORM 990, PART XI, LINE 2C: THE CEO AND CFO REVIEW A DRAFT OF THE AUDIT REPORT IN DETAIL. AFTER THE DRAFT AUDIT REPORT HAS BEEN APPROVED BY THE CEO AND CFO, THE FINAL AUDIT REPORT IS PRESENTED TO THE FULL BOARD OF DIRECTORS. METHODIST RETIREMENT HOMES OF KENTUCKY INC 5012 EAST MANSLICK ROAD LOUISVILLE KY 40219 311045332 FUNDRAISING KY 502(C)(3) 509(A)(3) 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0