2024-05-15T10:21:06-05:00 2023-06-30 571157523 Aprio LLP 2002 Summit Boulevard Suite 120 Atlanta GA 30319 990 2022-07-01 630376518 Methodist Home for the Aging dba Methodist Homes Corporation METH 2059512442 1520 Cooper Hill Road Birmingham AL 35210 Mike Faulkner CFO-MHA 2059512442 2024-05-15 0 Mike Faulkner 999009999 1 Stacy Cullen P00974308 4048929651 2024-05-15 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z Methodist Homes Corporation Christopher Tomlin 1520 Cooper Hill Road Birmingham AL 35210 53010384 0 X www.methodisthomes.org X 1956 AL Retirement and Nursing Home Care 30 30 977 30 0 0 6000124 236208 44632041 51129869 -2835770 1188143 419860 456164 48216255 53010384 0 187478 0 0 25569061 26445979 0 0 70008 26503010 26346064 52072071 52979521 -3855816 30863 110814317 110004751 88867803 88034119 21946514 21970632 Retirement and Nursing Home Care 0 0 50207423 187478 51129869 Housing And Nursing Care For The Aged Was Provided For Approximately 123,281 Resident/Patient Days. 50207423 1 1 0 0 0 0 0 0 0 1 1 0 1 1 1 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 32 0 1 977 1 0 0 0 0 0 0 0 0 0 0 0 0 X 30 30 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X Mike Faulkner 2059512442 1520 Cooper Hill Road Birmingham AL 35210 Col William C Allison Trustee 0.00 X 0 0 0 Rev John I Baxter Trustee 0.00 X 0 0 0 Dr Nathan Carden Trustee 0.00 X 0 0 0 Lynn C Chapman Trustee 0.00 X 0 0 0 Marty Clark Trustee 0.00 X 0 0 0 Rev Edward J Deabler Trustee 0.00 X 0 0 0 Maudine J Holloway Trustee 0.00 X 0 0 0 Elizabeth McKee Huber Trustee 0.00 X 0 0 0 Rev Carl R Long Trustee 0.00 X 0 0 0 Steve Lyles Trustee 0.00 X 0 0 0 Dr John Ed Mathison Trustee 0.00 X 0 0 0 Robert L McKee III Trustee 0.00 X 0 0 0 Rev John Mount Trustee 0.00 X 0 0 0 Tommy Peacock Trustee 0.00 X 0 0 0 Jennifer R Piver Trustee 0.00 X 0 0 0 Dr Henry ERoberts Trustee 0.00 X 0 0 0 Scott Russell Trustee 0.00 X 0 0 0 Betty Salter Trustee 0.00 X 0 0 0 Dr James B Sanders III Trustee 0.00 X 0 0 0 Rev Robert C Scales Trustee 0.00 X 0 0 0 James W Steele Trustee 0.00 X 0 0 0 Sam G Sumner Trustee 0.00 X 0 0 0 Terrye Takacs Trustee 0.00 X 0 0 0 Thomas Waters Trustee 0.00 X 0 0 0 Rev Sam Williamson Trustee 0.00 X 0 0 0 Rev Ron Schultz Bishop's Rep 0.00 X 0 0 0 Mr Gene Floore Ex-Officio 0.00 X 0 0 0 Bishop David W Graves Ex-Officio 0.00 X 0 0 0 Dr Lisa Keys-Matthews Ex-Officio 0.00 X 0 0 0 Bishop Debra Wallace-Padgett Ex-Officio 0.00 X 0 0 0 Christopher Tomlin President, CEO 50.00 X 384204 0 0 Mike Giles Vice President, COO 50.00 X 282354 0 0 William Bruce Akins CFO 50.00 X 145661 0 0 Vicki H Jackson VP of Human Resources 40.00 X 145460 0 0 Regina Lawler VP-Information Tech 40.00 X 125347 0 0 1083026 0 0 5 0 1 0 Ardell Fleeson 1359 Snow Meadow Lane Mclean VA 22102 Marketing Services 135356 1 236208 236208 Medicare and Medicaid Payment 533110 29928516 29928516 Program Revenue 533110 21201353 21201353 51129869 1046350 1046350 456164 456164 141793 0 141793 141793 141793 53010384 51129869 0 1644307 X 187478 187478 1083026 1010359 71185 1482 22047261 20567969 1449121 30171 1610584 1502520 105860 2204 1705108 1590702 112073 2333 6270 6270 326673 326673 101574 101574 7890378 7890378 346612 301842 24872 19898 87151 87151 414155 414155 1680880 1680880 23642 23642 3108 3108 4828557 4685309 143248 165858 165858 2612125 2534654 77471 978554 978554 Food 2745029 2745029 Provider Tax 2021640 2021640 Plant Operation 1481340 1345545 134125 1670 Housekeeping & Laundry 314231 313328 903 318287 271223 34814 12250 52979521 50207423 2702090 70008 5197895 1752607 64456 64456 5287947 8212434 123033 123033 5622953 5653272 94759115 31310200 65269246 63448915 15964236 17441067 6086779 5938898 7197772 7370069 110814317 110004751 6114025 6793308 438658 278802 82155000 80880000 729 31909 159391 50100 88867803 88034119 X 15544774 15522728 6401740 6447904 21946514 21970632 110814317 110004751 30863 -6745 0 X X 0 1 X 1 1 1 X 362311 406963 6004734 6000124 236208 13010340 44849523 46311447 41036542 44632041 51129869 227959422 45211834 46718410 47041276 50632165 51366077 240969762 0 0 0 240969762 531958 465467 4468862 -2415910 1502514 4552891 531958 465467 4468862 -2415910 1502514 4552891 45743792 47183877 51510138 48216255 52868591 245522653 0.98150 0.98200 0.01850 0.01800 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6401742 482207 334471 101574 6447904 7509504 -817350 243993 46419 6401742 6295101 1424963 171105 39455 7509504 6554881 29431 247144 42067 6295101 6415789 402605 211955 51558 6554881 1.00000 0 0 1088359 1088359 81308042 25273656 56034386 12087879 5808405 6279474 274835 228139 46696 63448915 Bond Fund-Marketable Securities 5938898 F 5938898 The Haven Investment 3137154 Intercompany Receivables 1962859 Bond Issue Costs 1189814 Investments in Real Estate 798937 Surplus Cash Receivable 205692 Due from Foundation 75613 7370069 Security Deposits 50100 50100 X 52902065 -6745 -6745 52908810 101574 101574 53010384 52877947 0 52877947 101574 101574 52979521 Part V, Line 4: Earnings are to be used to provide assistance to residents of Methodist Homes for the Aging and affiliates. Part X, Line 2: The Organization is a non-profit organization exempt from federal income and excise taxes under section 501(c)(3) of the Internal Revenue Code, and is classified as other than a private foundation. Tax returns for the Organization for the years ended June 30, 2020 to 2023, are subject to examination by the IRS. The general statute of limitations is three years from the date of filing. 1 Financial Assistance Grants for Residents 159 187478 X X X X 0 1 0 0 0 0 0 0 0 Christopher Tomlin President, CEO 384204 0 0 0 0 0 0 0 0 0 384204 0 0 0 Mike Giles Vice President, COO 282354 0 0 0 0 0 0 0 0 0 282354 0 0 0 Part I, Line 4b Christhopher Tomlin $20,496 Nonqualified Mike Giles $20,496 Nonqualified Compensation Process for Top Officials - The Finance Committee of the Board of the Methodist Home for the Aging shall set the compensation for the executive staff. The executive staff shall recommend compensation for key employees and staff at all the facilities. The recommendations are reviewed, approved, or modified by the finance committee. Form 990, Part VI, Section B, line 11b A copy of the return is presented to the key officers, finance committee and all interested trustees for review prior to the release of the return. Form 990, Part VI, Section B, line 12c All interested persons must sign an annual conflict of interest statement. A Conflict of Interest Committee was appointed by the Methodist Homes for the Aging Board to monitor and enforce conflict of interest issues. Form 990, Part VI, Section B, line 15 The Finance Committee of the Board of Methodist Homes for the Aging shall set the compensation of the executive staff. The executive staff shall recommend compensation for key employees and staff at all the facilities. The recommendations are reviewed, approved, or modified by the finance committee. Form 990, Part VI, Section C, line 18 Governing Documents Disclosure Explanation: By appointment inspection can be made at 1520 Cooper Hill Road, Birmingham, AL, 35210 Form 990, Part VI, Section C, line 19 Governing Documents Disclosure Explanation: By appointment inspection can be made at 1520 Cooper Hill Road, Birmingham, AL, 35210 Form 990, Part IX, line 11g Health/Medical Professional Services: Program service expenses 7,890,378. Management and general expenses 0. Fundraising expenses 0. Total expenses 7,890,378. Part XII, line 2c There has been no change in either the process or oversight. Wesley Acres 700 Cedar Lake Road SW501 Decatur AL 35603 630777878 Retirement AL 501c Line 10 N/A 0 Wesley Apartments 1401 Noble Street Anniston AL 36201 630851067 Retirement AL 501c Line 10 N/A 0 Wesley Acres II 700 Cedar Lake Road SW501 Decatur AL 35603 631190834 Retirement AL 501c Line 10 N/A 0 Wesley Haven Villa 111 East Wright Street Pensacola FL 32501 043743805 Retirement FL 501c Line 10 N/A 0 Epworth House 2500 Franklin Street Selma AL 36703 630878984 Retirement AL 501c Line 10 N/A 0 Mathison Retirement Community 3637 Florida 390 Panama City FL 32405 462392994 Retirement FL 501c Line 10 N/A 0 Wesley Gardens 1555 Taylor Road Montgomery AL 36117 462396221 Retirement AL 501c Line 10 N/A 0 Wesley Scott Place 3300 W Scott Street Pensacola FL 32505 631194446 Retirement FL 501c Line 10 N/A 0 Wesley Glen 700 Cedar Lake Road SW 501 Decatur AL 35603 631194444 Retirement AL 501c Line 10 N/A 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 Mathison Retirement Community L 274553 Actual Value Wesley Gardens Retirement Community L 168699 Actual Value Wesley Haven Villa L 111784 Actual Value Wesley Acres L 51473 Actual Value Wesley Apartments L 36000 Actual Value Epworth House L 25163 Actual Value Wesley Glen L 23799 Actual Value Wesley Scott Place L 20040 Actual Value Wesley Acres II L 5166 Actual Value