Skip to content
Nonprofiteer
← MIDWEST CHRISTIAN VILLAGES INC

Form 990 for tax year 2022

Filed by MIDWEST CHRISTIAN VILLAGES INC.

Totals

Total revenue
$17,928,613
Total expenses
$34,037,360
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$21,887,274
Investment income
-$4,582,470
Other revenue
$623,809
Total assets, end of year
$16,070,267
Total liabilities, end of year
$40,448,315
Net assets or fund balances, end of year
-$24,378,048
Program services expenses (Part IX)
$15,299,321
Management and general expenses
$18,221,560
Fundraising expenses
$516,479
Program service expenses (Part III)
$15,299,321

Program services were 44.9% 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.

  • 2a · Program service revenue: INTERCOMPANY HEALTH FUND REIMBURS

    total $7,588,967 · related or exempt $7,588,967

  • 2b · Program service revenue: MANAGEMENT FEES

    total $6,887,640 · related or exempt $6,887,640

  • 2c · Program service revenue: HOSPICE REVENUE

    total $3,921,145 · related or exempt $3,921,145

  • 2d · Program service revenue: CAPITIATION REVENUE

    total $2,328,764 · related or exempt $2,328,764

  • 2e · Program service revenue: OUTPATIENT THERAPY REVENUE

    total $684,409 · related or exempt $684,409

  • 2f · All other program service revenue

    total $476,349 · related or exempt $476,349

  • 3 · Investment income

    total $36,101 · excluded $36,101

  • 6a · Gross rents

    real property $112,574

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $112,574

  • 6d · Net rental income or loss

    total $112,574 · related or exempt $112,574

  • 7a · Gross sales of assets other than inventory

    securities $4,502,659

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

    securities $6,282,398 · other assets $2,838,832

  • 7c · Gain or loss

    securities -$1,779,739 · other assets -$2,838,832

  • 7d · Net gain or loss

    total -$4,618,571 · excluded -$4,618,571

  • 11a · Other revenue: INSURANCE GAIN

    total $300,275 · excluded $300,275

  • 11b · Other revenue: DISCOUNTS

    total $63,812 · excluded $63,812

  • 11c · Other revenue: SECURITY DEPOSITS

    total $32,500 · excluded $32,500

  • 11d · All other revenue

    total $114,648 · excluded $114,648

  • 11e · Other revenue, total

    $511,235

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $1,585,170 · program services $1,458,356 · management and general $126,814

  • 7 · Other salaries and wages

    total $10,997,936 · program services $2,599,971 · management and general $8,069,939 · fundraising $328,026

  • 8 · Pension plan contributions

    total $144,500 · management and general $144,500

  • 9 · Other employee benefits

    total $8,426,675 · program services $6,206,504 · management and general $2,160,572 · fundraising $59,599

  • 10 · Payroll taxes

    total $852,856 · program services $299,601 · management and general $532,200 · fundraising $21,055

  • 11a · Fees: management

    total $577,886 · management and general $577,886

  • 11b · Fees: legal

    total $139,968 · program services $27,290 · management and general $112,678

  • 11f · Fees: investment management

    total $2,106 · management and general $2,106

  • 11g · Fees: other

    total $4,172,909 · program services $1,620,343 · management and general $2,530,966 · fundraising $21,600

  • 12 · Advertising and promotion

    total $172,375 · program services $73,107 · management and general $99,268

  • 13 · Office expenses

    total $1,202,159 · program services $648,807 · management and general $507,437 · fundraising $45,915

  • 14 · Information technology

    total $936,279 · program services $80,283 · management and general $827,860 · fundraising $28,136

  • 16 · Occupancy

    total $751,952 · program services $414,519 · management and general $337,433

  • 17 · Travel

    total $658,033 · program services $162,853 · management and general $483,812 · fundraising $11,368

  • 19 · Conferences, conventions and meetings

    total $69,945 · program services $1,679 · management and general $68,025 · fundraising $241

  • 20 · Interest

    total $580,068 · program services $166,713 · management and general $413,355

  • 22 · Depreciation, depletion and amortization

    total $1,041,080 · program services $438,729 · management and general $602,351

  • 23 · Insurance

    total $292,090 · program services $161,252 · management and general $130,838

  • 24a · Other expenses: MEDICAL EXPENSES

    total $651,239 · program services $651,239

  • 24b · Other expenses: DIRECTORS EXPENSE

    total $262,688 · management and general $262,688

  • 24c · Other expenses: LICENSE, DUES, AND SUBS

    total $212,137 · management and general $211,918 · fundraising $219

  • 24d · Other expenses: RAW FOOD

    total $173,335 · program services $173,335

  • 24e · All other expenses

    total $133,974 · program services $114,740 · management and general $18,914 · fundraising $320

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $13,357 · end of year $40,151

  • 2 · Savings and temporary cash investments

    beginning of year $661,297 · end of year $332,794

  • 4 · Accounts receivable

    beginning of year $1,088,327 · end of year $868,092

  • 8 · Inventories for sale or use

    beginning of year $15,177 · end of year $40,538

  • 9 · Prepaid expenses and deferred charges

    beginning of year $705,458 · end of year $462,967

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

    $8,896,138

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

    $1,993,767

  • 10c · Land, buildings and equipment, net

    beginning of year $20,114,809 · end of year $6,902,371

  • 11 · Investments: publicly traded securities

    beginning of year $8,329,869 · end of year $713,760

  • 14 · Intangible assets

    beginning of year $14,497

  • 15 · Other assets

    beginning of year $1,264,121 · end of year $6,709,594

  • 17 · Accounts payable and accrued expenses

    beginning of year $9,294,611 · end of year $9,768,867

  • 19 · Deferred revenue

    end of year $2,720,779

  • 23 · Secured mortgages and notes payable

    beginning of year $4,744,725 · end of year $4,633,453

  • 25 · Other liabilities

    beginning of year $31,827,787 · end of year $23,325,216

  • 27 · Net assets without donor restrictions

    beginning of year -$13,680,703 · end of year -$24,402,124

  • 28 · Net assets with donor restrictions

    beginning of year $20,492 · end of year $24,076

Mission and programs · 2022

Mission

CHRISTIAN HORIZONS EMPOWERS OLDER ADULTS IN MIND, BODY, AND SPIRIT THROUGH FAITH-LED SERVICE. OUR SERVICES ARE DRIVEN BY OUR F.A.I.T.H.-LED VALUES WHICH INCLUDE: FUN - WE FOSTER PERSONALIZED EXPERIENCES FILLED WITH JOY FOR THOSE WE SERVE, APPRECIATION - WE CELEBRATE GOD'S DISTINCTIVE GIFTS OF TALENT, WISDOM AND BEAUTY IN EVERY INDIVIDUAL, INSPIRATION - WE LOVINGLY SHARE CHRIST'S TRUTH WITH OTHERS, TRANSPARENCY - WE WORK WITH OPENNESS AND ACCOUNTABILITY, HEART - WE SERVE WITH PASSION.

Activities or mission (Part I)

CHRISTIAN HORIZONS EMPOWERS OLDER ADULTS IN MIND, BODY, AND SPIRIT THROUGH FAITH-LED SERVICE.

  • MIDWEST CHRISTIAN VILLAGES, INC, OPERATES AS A MANAGEMENT COMPANY OF ITS AFFILIATES. THE ORGANIZATION MANAGES 12 SENIOR LIVING COMMUNITIES, A HOSPICE FACILITY, HOME CARE ORGANIZATION, OUTPATIENT THERAPY CLINIC, AND A PHARMACY. MANAGING INCLUDES PAYROLL, ACCOUNTS PAYABLE, BILLING, CLINICAL RESOURCES AND MANAGEMENT, OPERATIONS RESOURCES AND MANAGEMENT, AND HUMAN RESOURCES FOR EMPLOYEES AND RESIDENTS. SAFE HAVEN HOSPICE IS A MINISTRY OF PROVIDING END-OF-LIFE SERVICES TO THOSE IN NEED. WABASH OUTPATIENT THERAPY CLINIC PROVIDES OUTPATIENT THERAPY TO THE COMMUNITY AND SURROUNDING AREAS. ADDITIONAL SERVICES THAT ARE AVAILABLE AT THE CLINIC INCLUDE PRIMARY CARE PHYSICIANS, SPECIALISTS, LABS, AND X-RAYS. NEW HORIZONS PACE IS CHRISTIAN HORIZONS FIRST PROGRAM OF ALL-INCLUSIVE CARE FOR THE ELDERLY (PACE) CENTER SERVICING OLDER ADULTS. PACE IS AN INNOVATIVE HOME AND COMMUNITY-BASED CARE MODEL DESIGNED TO HELP OLDER ADULTS MAINTAIN INDEPENDENCE AND REMAIN LIVING IN THEIR HOME FOR AS LONG AS SAFELY POSSIBLE.

    Expenses $15,299,321 · Revenue $21,999,848

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • SCOTT WILLIAMS

    BOARD MEMBER - SECRETARY

    Total calculated
    $1,000
    From this org
    $1,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    0.3 + 2 related

  • BILLY CARTER

    BOARD MEMBER - TREASURER

    Total calculated
    $1,000
    From this org
    $1,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    0.3 + 2 related

  • DON FITZGERALD

    BOARD MEMBER - VICE CHAIRMAN

    Total calculated
    $1,000
    From this org
    $1,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    0.3 + 2 related

  • DOUG WILEY

    BOARD MEMBER

    Total calculated
    $1,000
    From this org
    $1,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    0.3 + 2 related

  • TIMOTHY BURRELL

    BOARD MEMBER

    Total calculated
    $1,000
    From this org
    $1,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    0.3 + 2 related

  • SUSAN KLEIN

    BOARD MEMBER

    Total calculated
    $1,000
    From this org
    $1,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    0.3 + 2 related

  • TERRY GOODNER

    BOARD MEMBER

    Total calculated
    $1,000
    From this org
    $1,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    0.3 + 2 related

  • THOMAS KERINS

    BOARD MEMBER

    Total calculated
    $1,000
    From this org
    $1,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    0.3 + 2 related

  • STEVE GNUSE

    BOARD MEMBER

    Total calculated
    $1,000
    From this org
    $1,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    0.3 + 2 related

  • BRENDA EDEN

    BOARD MEMBER

    Total calculated
    $1,000
    From this org
    $1,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    0.3 + 2 related

  • DAVID SANDEFUR

    BOARD MEMBER

    Total calculated
    $1,000
    From this org
    $1,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    0.3 + 2 related

  • MARCUS THOMAS

    BOARD MEMBER

    Total calculated
    $1,000
    From this org
    $1,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    0.3 + 2 related

  • JEAN DUNAWAY

    BOARD MEMBER

    Total calculated
    $1,000
    From this org
    $1,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    0.3 + 2 related

  • NICK FILING

    BOARD MEMBER - CHAIRMAN

    Total calculated
    $750
    From this org
    $750
    From related orgs
    $0
    Other
    $0
    Hours/week
    0.3 + 2 related

  • MICHAEL MORBECK

    BOARD MEMBER

    Total calculated
    $500
    From this org
    $500
    From related orgs
    $0
    Other
    $0
    Hours/week
    0.3 + 2 related

  • JOHN ALLEN BURNETT

    BOARD MEMBER

    Total calculated
    $500
    From this org
    $500
    From related orgs
    $0
    Other
    $0
    Hours/week
    0.3 + 2 related

  • DONALD BELL

    CEO

    Total calculated
    $545,505
    From this org
    $516,689
    From related orgs
    $0
    Other
    $28,816
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $480,603
    Bonus
    $0
    Other
    $36,086
    Deferred
    $15,500
    Nontaxable benefits
    $13,316
    Filer's total
    $545,505

  • CHUCK SCHMITZ

    CFO

    Total calculated
    $356,026
    From this org
    $316,557
    From related orgs
    $0
    Other
    $39,469
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $302,246
    Bonus
    $0
    Other
    $14,311
    Deferred
    $15,500
    Nontaxable benefits
    $23,969
    Filer's total
    $356,026

  • KATHLEEN BERTRAM

    COO

    Total calculated
    $237,986
    From this org
    $212,303
    From related orgs
    $0
    Other
    $25,683
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $212,303
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $25,683
    Filer's total
    $237,986

  • JENNIFER KNECHT

    CHIEF SALES & MARKETING OFFICER

    Total calculated
    $284,914
    From this org
    $276,854
    From related orgs
    $0
    Other
    $8,060
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $276,854
    Bonus
    $0
    Other
    $0
    Deferred
    $7,750
    Nontaxable benefits
    $310
    Filer's total
    $284,914

  • MICHAEL BOYUM

    VP OF SALES

    Total calculated
    $274,415
    From this org
    $234,686
    From related orgs
    $0
    Other
    $39,729
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $223,852
    Bonus
    $0
    Other
    $10,834
    Deferred
    $7,000
    Nontaxable benefits
    $32,729
    Filer's total
    $274,415

  • BARBARA SHEPARD

    CHIEF HUMAN RESOURCE OFFICER

    Total calculated
    $254,689
    From this org
    $227,791
    From related orgs
    $0
    Other
    $26,898
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $227,791
    Bonus
    $0
    Other
    $0
    Deferred
    $15,500
    Nontaxable benefits
    $11,398
    Filer's total
    $254,689

  • CONNIE S PHOADS

    CHIEF COMPLIANCE OFFICER - PART YEAR

    Total calculated
    $238,655
    From this org
    $214,407
    From related orgs
    $0
    Other
    $24,248
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $151,330
    Bonus
    $0
    Other
    $63,077
    Deferred
    $15,500
    Nontaxable benefits
    $8,748
    Filer's total
    $238,655

  • JOHN RUPKEY

    PHARMACY MANAGER

    Total calculated
    $224,045
    From this org
    $218,044
    From related orgs
    $0
    Other
    $6,001
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $178,796
    Bonus
    $22,000
    Other
    $17,248
    Deferred
    $5,500
    Nontaxable benefits
    $501
    Filer's total
    $224,045

  • JENELLE BERTOLINO

    CHIEF STRATEGY OFFICER - PART YEAR

    Total calculated
    $362,166
    From this org
    $333,189
    From related orgs
    $0
    Other
    $28,977
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $243,612
    Bonus
    $0
    Other
    $89,577
    Deferred
    $15,500
    Nontaxable benefits
    $13,477
    Filer's total
    $362,166

  • RAYMOND DICKISON

    COO - FORMER

    Total calculated
    $105,256
    From this org
    $104,261
    From related orgs
    $0
    Other
    $995
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $104,261
    Deferred
    $0
    Nontaxable benefits
    $995
    Filer's total
    $105,256

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

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment
  • 7 · Other non-fixed payments

Answered no

  • 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)

PART I, LINE 4A
RAYMOND DICKISON - $104,261 JENELLE BERTOLINO - $84,405 CONNIE S. RHOADS - $63,077
PART I, LINE 7
AS INDICATED IN SCHEDULE J, PART II, CERTAIN INDIVIDUALS RECEIVED DISCRETIONARY BONUSES BASED UPON THE ORGANIZATION'S OR A RELATED ORGANIZATION'S FINANCIAL POSITION.

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.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

Provenance

Return type
form_990
Tax year
2022
Filed
7 May 2024
IRS schema version
2022v5.0
Source object
202431309349303913

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.