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Nonprofiteer
← PRESBYTERIAN MANORS OF MID AMERICA INC

Form 990 for tax year 2023

Filed by PRESBYTERIAN MANORS OF MID AMERICA INC.

Totals

Total revenue
$12,578,107
Total expenses
$12,442,311
Contributions and grants received
$34,312
Grants paid
$0
Program service revenue
$12,211,127
Investment income
$331,062
Other revenue
$1,606
Total assets, end of year
$7,946,356
Total liabilities, end of year
$2,612,053
Net assets or fund balances, end of year
$5,334,303
Program services expenses (Part IX)
$8,809,709
Management and general expenses
$3,061,652
Fundraising expenses
$570,950
Program service expenses (Part III)
$8,809,709

Program services were 70.8% 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

    $34,312

  • 1g · Noncash contributions included above

    $3,376

  • 2a · Program service revenue: MANAGEMENT FEES

    total $12,211,127 · related or exempt $12,211,127

  • 2f · All other program service revenue

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

  • 3 · Investment income

    total $284,860 · excluded $284,860

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7a · Gross sales of assets other than inventory

    other assets $50,368

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

    other assets $4,166

  • 7c · Gain or loss

    securities $0 · other assets $46,202

  • 7d · Net gain or loss

    total $46,202 · excluded $46,202

  • 11d · All other revenue

    total $1,606 · related or exempt $0 · unrelated business $0 · excluded $1,606

  • 11e · Other revenue, total

    $1,606

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $0 · program services $0

  • 5 · Compensation of officers, directors and key employees

    total $2,047,054 · management and general $2,047,054

  • 7 · Other salaries and wages

    total $6,729,150 · program services $6,339,185 · fundraising $389,965

  • 8 · Pension plan contributions

    total $100,587 · program services $72,655 · management and general $23,462 · fundraising $4,470

  • 9 · Other employee benefits

    total $495,568 · program services $357,956 · management and general $115,592 · fundraising $22,020

  • 10 · Payroll taxes

    total $565,599 · program services $408,541 · management and general $131,926 · fundraising $25,132

  • 11b · Fees: legal

    total $330,668 · management and general $330,668

  • 11c · Fees: accounting

    total $45,303 · management and general $45,303

  • 11d · Fees: lobbying

    total $145 · management and general $145

  • 11e · Fees: professional fundraising services

    total $21,268 · fundraising $21,268

  • 11f · Fees: investment management

    total $3,966 · management and general $3,966

  • 11g · Fees: other

    total $184,660 · program services $184,660 · management and general $0 · fundraising $0

  • 12 · Advertising and promotion

    total $146,891 · program services $146,872 · fundraising $19

  • 13 · Office expenses

    total $355,113 · program services $256,547 · management and general $64,137 · fundraising $34,429

  • 14 · Information technology

    total $358,643 · program services $270,832 · management and general $67,708 · fundraising $20,103

  • 16 · Occupancy

    total $228,022 · program services $164,704 · management and general $53,186 · fundraising $10,132

  • 17 · Travel

    total $266,074 · program services $187,853 · management and general $60,661 · fundraising $17,560

  • 19 · Conferences, conventions and meetings

    total $122,104 · program services $88,126 · management and general $28,457 · fundraising $5,521

  • 22 · Depreciation, depletion and amortization

    total $37,592 · program services $27,154 · management and general $8,768 · fundraising $1,670

  • 23 · Insurance

    total $87,460 · program services $63,174 · management and general $20,400 · fundraising $3,886

  • 24a · Other expenses: EQUIPMENT LEASES

    total $197,775 · program services $150,390 · management and general $37,598 · fundraising $9,787

  • 24b · Other expenses: DUES AND SUBSCRIPTIONS

    total $74,156 · program services $57,610 · management and general $14,258 · fundraising $2,288

  • 24c · Other expenses: SMALL EQUIPMENT PURCHASES

    total $44,513 · program services $33,450 · management and general $8,363 · fundraising $2,700

  • 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 $35,274 · end of year $42,150

  • 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 $33,605 · end of year $36,547

  • 9 · Prepaid expenses and deferred charges

    beginning of year $212,370 · end of year $232,971

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

    $1,521,257

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

    $1,396,354

  • 10c · Land, buildings and equipment, net

    beginning of year $78,698 · end of year $124,903

  • 11 · Investments: publicly traded securities

    beginning of year $261,063 · end of year $565,645

  • 12 · Investments: other securities

    beginning of year $142,955 · end of year $112,778

  • 13 · Investments: program-related

    beginning of year $0

  • 15 · Other assets

    beginning of year $5,879,433 · end of year $6,831,362

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,450,943 · end of year $1,832,067

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

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

  • 27 · Net assets without donor restrictions

    beginning of year $4,551,678 · end of year $4,670,184

  • 28 · Net assets with donor restrictions

    beginning of year $640,777 · end of year $664,119

Mission and programs · 2023

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 $8,809,709 · Revenue $12,211,127

As filed on the 2023 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

  • Aaron Morrison

    TRUSTEE

    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
    $437,985
    From this org
    $387,684
    From related orgs
    $0
    Other
    $50,301
    Hours/week
    5 + 35 related

    Schedule J breakdown matched by us

    Base
    $382,589
    Bonus
    $0
    Other
    $5,095
    Deferred
    $32,500
    Nontaxable benefits
    $17,801
    Filer's total
    $437,985

  • Joan Miller

    ASST. TREASURER/CONTROLLER

    Total calculated
    $152,073
    From this org
    $140,857
    From related orgs
    $0
    Other
    $11,216
    Hours/week
    5 + 35 related

    Schedule J breakdown matched by us

    Base
    $137,642
    Bonus
    $3,000
    Other
    $215
    Deferred
    $1,000
    Nontaxable benefits
    $10,216
    Filer's total
    $152,073

  • Melanie Owens

    CFO/TREASURER

    Total calculated
    $266,994
    From this org
    $251,948
    From related orgs
    $0
    Other
    $15,046
    Hours/week
    5 + 35 related

    Schedule J breakdown matched by us

    Base
    $240,108
    Bonus
    $4,500
    Other
    $7,340
    Deferred
    $4,000
    Nontaxable benefits
    $11,046
    Filer's total
    $266,994

  • Sherry K Hind

    CORPORATE SECRETARY

    Total calculated
    $157,026
    From this org
    $141,571
    From related orgs
    $0
    Other
    $15,455
    Hours/week
    5 + 35 related

    Schedule J breakdown matched by us

    Base
    $141,193
    Bonus
    $0
    Other
    $378
    Deferred
    $8,500
    Nontaxable benefits
    $6,955
    Filer's total
    $157,026

  • William H Taylor

    CHIEF OPERATING OFFICER

    Total calculated
    $271,119
    From this org
    $244,818
    From related orgs
    $0
    Other
    $26,301
    Hours/week
    5 + 35 related

    Schedule J breakdown matched by us

    Base
    $241,243
    Bonus
    $0
    Other
    $3,575
    Deferred
    $8,500
    Nontaxable benefits
    $17,801
    Filer's total
    $271,119

  • Elizabeth Huck

    Senior VP OF SALES & MARKETING

    Total calculated
    $164,850
    From this org
    $157,867
    From related orgs
    $0
    Other
    $6,983
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $157,652
    Bonus
    $0
    Other
    $215
    Deferred
    $0
    Nontaxable benefits
    $6,983
    Filer's total
    $164,850

  • Gary McGuire

    VP INFORMATION SYSTEMS

    Total calculated
    $211,849
    From this org
    $197,762
    From related orgs
    $0
    Other
    $14,087
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $181,172
    Bonus
    $4,500
    Other
    $12,090
    Deferred
    $4,000
    Nontaxable benefits
    $10,087
    Filer's total
    $211,849

  • Jeanne Gerstenkorn

    SR VP OF HEALTH SERVICES

    Total calculated
    $215,714
    From this org
    $204,839
    From related orgs
    $0
    Other
    $10,875
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $194,679
    Bonus
    $4,500
    Other
    $5,660
    Deferred
    $4,000
    Nontaxable benefits
    $6,875
    Filer's total
    $215,714

  • Karen Harriman

    CHIEF MARKETING OFFICER

    Total calculated
    $235,829
    From this org
    $221,090
    From related orgs
    $0
    Other
    $14,739
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $108,328
    Bonus
    $0
    Other
    $112,762
    Deferred
    $0
    Nontaxable benefits
    $14,739
    Filer's total
    $235,829

  • Christie Wolff

    EXECUTIVE DIRECTOR

    Total calculated
    $174,886
    From this org
    $155,734
    From related orgs
    $0
    Other
    $19,152
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $153,519
    Bonus
    $2,000
    Other
    $215
    Deferred
    $1,000
    Nontaxable benefits
    $18,152
    Filer's total
    $174,886

  • Jane Woloson

    EXECUTIVE DIRECTOR

    Total calculated
    $220,631
    From this org
    $205,721
    From related orgs
    $0
    Other
    $14,910
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $185,570
    Bonus
    $10,000
    Other
    $10,151
    Deferred
    $0
    Nontaxable benefits
    $14,910
    Filer's total
    $220,631

  • John T Allin

    EXECUTIVE DIRECTOR

    Total calculated
    $173,094
    From this org
    $159,303
    From related orgs
    $0
    Other
    $13,791
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $157,088
    Bonus
    $2,000
    Other
    $215
    Deferred
    $1,000
    Nontaxable benefits
    $12,791
    Filer's total
    $173,094

  • Rhonda Parks

    REG. DIRECTOR OF OPERATIONS

    Total calculated
    $179,581
    From this org
    $166,494
    From related orgs
    $0
    Other
    $13,087
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $161,512
    Bonus
    $3,500
    Other
    $1,482
    Deferred
    $3,000
    Nontaxable benefits
    $10,087
    Filer's total
    $179,581

  • Sarah Oenning

    SR. VICE PRESIDENT, DEPT OF GIVING

    Total calculated
    $175,777
    From this org
    $155,369
    From related orgs
    $0
    Other
    $20,408
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $143,380
    Bonus
    $4,500
    Other
    $7,489
    Deferred
    $4,000
    Nontaxable benefits
    $16,408
    Filer's total
    $175,777

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
2023
Filed
15 May 2025
IRS schema version
2023v6.0
Source object
202511359349315701

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