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Nonprofiteer
← PRESBYTERIAN MANORS OF MID AMERICA INC

Form 990 for tax year 2024

Filed by PRESBYTERIAN MANORS OF MID AMERICA INC.

Totals

Total revenue
$13,289,139
Total expenses
$12,928,122
Contributions and grants received
$26,466
Grants paid
$0
Program service revenue
$12,846,349
Investment income
$414,569
Other revenue
$1,755
Total assets, end of year
$15,500,894
Total liabilities, end of year
$1,887,009
Net assets or fund balances, end of year
$13,613,885
Program services expenses (Part IX)
$9,660,011
Management and general expenses
$2,569,181
Fundraising expenses
$698,930
Program service expenses (Part III)
$9,660,011

Program services were 74.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $26,466

  • 2a · Program service revenue: MANAGEMENT FEES

    total $12,846,349 · related or exempt $12,846,349

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $414,336 · excluded $414,336

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7a · Gross sales of assets other than inventory

    other assets $35,871

  • 7b · Less cost or other basis and sales expenses

    other assets $35,638

  • 7c · Gain or loss

    securities $0 · other assets $233

  • 7d · Net gain or loss

    total $233 · excluded $233

  • 11d · All other revenue

    total $1,755 · related or exempt $0 · unrelated business $0 · excluded $1,755

  • 11e · Other revenue, total

    $1,755

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $2,091,939 · program services $524,229 · management and general $1,567,710

  • 7 · Other salaries and wages

    total $6,785,229 · program services $6,315,794 · fundraising $469,435

  • 8 · Pension plan contributions

    total $3,432 · program services $2,645 · management and general $606 · fundraising $181

  • 9 · Other employee benefits

    total $709,456 · program services $546,649 · management and general $125,290 · fundraising $37,517

  • 10 · Payroll taxes

    total $590,945 · program services $455,334 · management and general $104,361 · fundraising $31,250

  • 11b · Fees: legal

    total $337,264 · management and general $337,264

  • 11c · Fees: accounting

    total $50,286 · management and general $50,286

  • 11d · Fees: lobbying

    total $148 · management and general $148

  • 11e · Fees: professional fundraising services

    total $1,602 · fundraising $1,602

  • 11f · Fees: investment management

    total $3,391 · management and general $3,391

  • 11g · Fees: other

    total $84,256 · program services $84,256 · management and general $0 · fundraising $0

  • 12 · Advertising and promotion

    total $159,441 · program services $156,288 · fundraising $3,153

  • 13 · Office expenses

    total $368,761 · program services $268,558 · management and general $67,139 · fundraising $33,064

  • 14 · Information technology

    total $502,627 · program services $383,845 · management and general $95,961 · fundraising $22,821

  • 16 · Occupancy

    total $219,546 · program services $169,164 · management and general $38,772 · fundraising $11,610

  • 17 · Travel

    total $329,854 · program services $235,121 · management and general $53,889 · fundraising $40,844

  • 19 · Conferences, conventions and meetings

    total $164,532 · program services $125,121 · management and general $28,677 · fundraising $10,734

  • 22 · Depreciation, depletion and amortization

    total $77,466 · program services $59,689 · management and general $13,681 · fundraising $4,096

  • 23 · Insurance

    total $82,521 · program services $63,584 · management and general $14,573 · fundraising $4,364

  • 24a · Other expenses: EQUIPMENT LEASES

    total $235,448 · program services $168,298 · management and general $42,075 · fundraising $25,075

  • 24b · Other expenses: DUES AND SUBSCRIPTIONS

    total $79,453 · program services $61,870 · management and general $15,467 · fundraising $2,116

  • 24c · Other expenses: SMALL EQUIPMENT PURCHASES

    total $50,525 · program services $39,566 · management and general $9,891 · fundraising $1,068

  • 24e · All other expenses

    total $0 · program services $0 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $42,150 · end of year $209,941

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $36,547 · end of year $133,822

  • 9 · Prepaid expenses and deferred charges

    beginning of year $232,971 · end of year $235,974

  • 10a · Land, buildings and equipment: cost or other basis

    $1,521,466

  • 10b · Land, buildings and equipment: accumulated depreciation

    $1,130,580

  • 10c · Land, buildings and equipment, net

    beginning of year $124,903 · end of year $390,886

  • 11 · Investments: publicly traded securities

    beginning of year $565,645 · end of year $3,903,220

  • 12 · Investments: other securities

    beginning of year $112,778 · end of year $106,334

  • 13 · Investments: program-related

    beginning of year $0

  • 15 · Other assets

    beginning of year $6,831,362 · end of year $10,520,717

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,832,067 · end of year $1,887,009

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $779,986 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $4,670,184 · end of year $12,976,142

  • 28 · Net assets with donor restrictions

    beginning of year $664,119 · end of year $637,743

Mission and programs · 2024

Mission

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.

Activities or mission (Part I)

EXECUTIVE, ADMINISTRATIVE, FINANCE, HUMAN RESOURCES, MARKETING, FACILITIES AND PROJECT DEVELOPMENT SUPPORT FOR RELATED ORGANIZATIONS.

  • 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.

    Expenses $9,660,011 · Revenue $12,846,349

As filed on the 2024 return.

Listed in Part VII

  • Dan F Harris

    CHAIR

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • Robert S Bonney

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • Gary D Brennecke

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • John Goodwin

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • Nancy Duling

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • Patricia Cook

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • Rob Schendel

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • Bruce H Shogren

    PRESIDENT/CEO

    Total calculated
    $443,969
    From this org
    $402,426
    From related orgs
    $0
    Other
    $41,543
    Hours/week
    5 + 35 related

    Schedule J breakdown matched by us

    Base
    $393,779
    Bonus
    $5,000
    Other
    $3,647
    Deferred
    $25,000
    Nontaxable benefits
    $16,543
    Filer's total
    $443,969

  • Joan Miller

    ASST. TREASURER/CONTROLLER

    Total calculated
    $160,691
    From this org
    $144,548
    From related orgs
    $0
    Other
    $16,143
    Hours/week
    5 + 35 related

    Schedule J breakdown matched by us

    Base
    $140,583
    Bonus
    $3,750
    Other
    $215
    Deferred
    $1,000
    Nontaxable benefits
    $15,143
    Filer's total
    $160,691

  • Melanie Owens

    CFO/TREASURER

    Total calculated
    $273,094
    From this org
    $252,648
    From related orgs
    $0
    Other
    $20,446
    Hours/week
    5 + 35 related

    Schedule J breakdown matched by us

    Base
    $246,517
    Bonus
    $0
    Other
    $6,131
    Deferred
    $8,500
    Nontaxable benefits
    $11,946
    Filer's total
    $273,094

  • Sherry K Hind

    CORPORATE SECRETARY

    Total calculated
    $158,821
    From this org
    $147,578
    From related orgs
    $0
    Other
    $11,243
    Hours/week
    5 + 35 related

    Schedule J breakdown matched by us

    Base
    $147,363
    Bonus
    $0
    Other
    $215
    Deferred
    $8,500
    Nontaxable benefits
    $2,743
    Filer's total
    $158,821

  • William H Taylor

    CHIEF OPERATING OFFICER

    Total calculated
    $275,777
    From this org
    $250,734
    From related orgs
    $0
    Other
    $25,043
    Hours/week
    5 + 35 related

    Schedule J breakdown matched by us

    Base
    $247,860
    Bonus
    $0
    Other
    $2,874
    Deferred
    $8,500
    Nontaxable benefits
    $16,543
    Filer's total
    $275,777

  • Elizabeth Huck

    Senior VP OF SALES & MARKETING

    Total calculated
    $221,967
    From this org
    $207,520
    From related orgs
    $0
    Other
    $14,447
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $202,416
    Bonus
    $4,500
    Other
    $604
    Deferred
    $4,000
    Nontaxable benefits
    $10,447
    Filer's total
    $221,967

  • Gary McGuire

    VP INFORMATION SYSTEMS

    Total calculated
    $217,405
    From this org
    $199,877
    From related orgs
    $0
    Other
    $17,528
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $186,235
    Bonus
    $4,500
    Other
    $9,142
    Deferred
    $4,000
    Nontaxable benefits
    $13,528
    Filer's total
    $217,405

  • Jeanne Gerstenkorn

    SR VP OF HEALTH SERVICES

    Total calculated
    $222,761
    From this org
    $211,406
    From related orgs
    $0
    Other
    $11,355
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $200,077
    Bonus
    $4,500
    Other
    $6,829
    Deferred
    $4,000
    Nontaxable benefits
    $7,355
    Filer's total
    $222,761

  • Bradley Radatz

    REG. DIRECTOR OF OPERATIONS

    Total calculated
    $175,812
    From this org
    $156,019
    From related orgs
    $0
    Other
    $19,793
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $152,009
    Bonus
    $3,500
    Other
    $510
    Deferred
    $3,000
    Nontaxable benefits
    $16,793
    Filer's total
    $175,812

  • Christie Wolff

    EXECUTIVE DIRECTOR

    Total calculated
    $184,242
    From this org
    $167,266
    From related orgs
    $0
    Other
    $16,976
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $160,051
    Bonus
    $7,000
    Other
    $215
    Deferred
    $1,000
    Nontaxable benefits
    $15,976
    Filer's total
    $184,242

  • Jane Woloson

    EXECUTIVE DIRECTOR

    Total calculated
    $203,539
    From this org
    $190,234
    From related orgs
    $0
    Other
    $13,305
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $188,019
    Bonus
    $2,000
    Other
    $215
    Deferred
    $0
    Nontaxable benefits
    $13,305
    Filer's total
    $203,539

  • John T Allin

    EXECUTIVE DIRECTOR

    Total calculated
    $179,021
    From this org
    $167,571
    From related orgs
    $0
    Other
    $11,450
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $165,356
    Bonus
    $2,000
    Other
    $215
    Deferred
    $1,150
    Nontaxable benefits
    $10,300
    Filer's total
    $179,021

  • Rhonda Parks

    REG. DIRECTOR OF OPERATIONS

    Total calculated
    $184,994
    From this org
    $171,548
    From related orgs
    $0
    Other
    $13,446
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $166,988
    Bonus
    $3,500
    Other
    $1,060
    Deferred
    $3,000
    Nontaxable benefits
    $10,446
    Filer's total
    $184,994

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · Tax indemnification and gross-up payments
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

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.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2024
Filed
30 April 2026
IRS schema version
2024v5.1
Source object
202601209349301450

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