2024-11-15T12:05:59-06:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 600 WASHINGTON AVENUE SUITE 1800 ST LOUIS MO 63101 990 2023-01-01 200639597 KINGSWOOD SENIOR LIVING COMMUNITY FOUNDATION KING 8164423284 10000 WORNALL ROAD KANSAS CITY MO 64114 DIANNE KRAMER DIRECTOR 8164423284 2024-11-15 1 0 AMBER ROGNAN-HAMILTON P01251012 3149254300 2024-11-14 2023 2024-10-15 13:58:12Z DIANNE KRAMER 10000 WORNALL ROAD KANSAS CITY MO 64114 230824 0 X WWW.KINGSWOODRETIREMENTLIVING.COM/FOUNDATION X 2004 MO TO PROVIDE FOR THE RESIDENTS OF KINGSWOOD SENIOR LIVING COMMUNITY AND THE ELDERLY OF SOCIETY. 8 8 1 8 0 0 88089 199356 0 0 16866 23188 7860 3940 112815 226484 45392 50003 0 0 24513 11179 0 0 0 173605 207496 243510 268678 -130695 -42194 1093657 1160478 0 0 1093657 1160478 PROVIDE FINANCIAL SUPPORT FOR FACILITIES, EQUIPMENT AND PROGRAMS OPERATED BY KINGSWOOD SENIOR LIVING COMMUNITY. 0 0 255924 50003 0 THE KINGSWOOD SENIOR LIVING COMMUNITY FOUNDATION, A SECTION 501(C)(3) ORGANIZATION PROVIDES SUPPORT FOR THE KANSAS CITY UNITED METHODIST RETIREMENT HOME, INC., ANOTHER SECTION 501(C)(3) ORGANIZATION.THE FOUNDATION SUPPORTS KINGSWOOD'S ROLE AS ONE OF KANSAS CITY'S OLDEST AND MOST ESTEEMED RETIREMENT COMMUNITIES. THE FOUNDATION ALSO SUPPORTS INITIATIVES THAT CONTRIBUTE TO KINGSWOOD'S STRATEGIC AND LONG-RANGE PLAN. 255924 1 1 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 1 0 0 1 1 1 1 1 0 0 1 1 0 0 0 1 0 0 0 X DIANNE KRAMER 8164423255 10000 WORNALL ROAD KANSAS CITY MO 64114 ROBERT ADAMS SECRETARY 0.50 0.50 X X 0 0 0 RICHARD LANE TRUSTEE 0.50 0.50 X 0 0 0 LINDA LIEURANCE TRUSTEE (TERM ENDED) 1.00 0.00 X 0 0 0 GENE MARTIN TREASURER (TERM ENDED) 1.00 0.00 X X 0 0 0 LARRY TAFT TREASURER 0.50 0.00 X X 0 0 0 AL TIKWART TRUSTEE (TERM ENDED) 1.00 0.00 X 0 0 0 ALAN WARNE TRUSTEE (TERM ENDED) 0.50 0.00 X 0 0 0 VICKIE WOLVERTON VICE CHAIR 0.50 0.00 X X 0 0 0 JOHN YOUNGER TRUSTEE 0.50 0.50 X 0 0 0 JUDY VICKREY VICE CHAIR 0.50 0.00 X X 0 0 0 MARVIN SWANSON TRUSTEE 1.00 0.00 X 0 0 0 GARY WARRINER TRUSTEE 1.00 0.00 X 0 0 0 DIANNE KRAMER FOUNDATION DIRECTOR 40.00 0.00 X 0 85004 1529 SERGIO DEL PINO KINGSWOOD EXECUTIVE DIRECTOR 1.00 40.00 X 0 0 0 MAI SIMMONS DIRECTOR OF FINANCE 1.00 40.00 X 0 105553 15302 0 190557 16831 0 0 0 0 0 14395 184961 199356 23188 23188 8280 14395 4340 3940 3940 226484 0 0 27128 50003 50003 11179 11179 1794 1794 10960 10960 450 450 8720 8720 2655 2655 5200 5200 1087 1087 PROJECT EXPENSES 161812 161812 RESIDENT EDUCATION FEES 5500 5500 RESIDENT FEES 4698 4698 MISC EXPENSE 3459 3459 1161 1161 268678 255924 12754 0 10978 15945 1082679 1144533 1093657 1160478 0 0 X 10977 15945 1082680 1144533 1093657 1160478 1093657 1160478 -42194 109015 0 X X 0 0 0 X X 1 KANSAS CITY UNITED METHODIST RETIREMENT HOME INC DBA KINGSWOOD 237302390 10 1 50003 218675 1 50003 218675 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1161947 743379 1905326 1060008 155727 110471 164259 1161947 842166 99521 230917 112596 1060008 0.00000 0.00000 0.00000 0 FORM 990, SCHEDULE D, PART V UPON REVIEW, IT WAS DETERMINED THAT THE ORGANIZATION'S INVESTMENTS DO NOT FALL UNDER THE DEFINITION OF ENDOWMENTS GOVERNED BY FASB ASC 958. AS A RESULT, THERE WAS NOT ANY ACTIVITY REPORTED IN 2022, NOR THE CURRENT YEAR COLUMN OF SCHEDULE D, PART V OR IN FUTURE YEARS. KINGSWOOD FOUNDATION GALA 22675 14395 8280 4340 22675 14395 8280 4340 4340 3940 1 KANSAS CITY UNITED METHODIST RETIREMENT HOME 10000 WORNALL ROAD KANSAS CITY MO 64114 237302390 501(C)(3) 50003 0 TO SUPPORT THE ACTIVITIES AND OPERATIONS OF KINGSWOOD SENIOR LIVING COMMUNITY. 1 PART I, LINE 2: THE FOUNDATION REVIEWS THE NEEDS OF KINGSWOOD INC YEARLY AND PROVIDES SUPPORT THROUGH CONTRIBUTIONS MADE THROUGHOUT THE YEAR. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE MAY EXERCISE ALL OF THE BOARD'S AUTHORITY UNDER SECTION 1 OF ARTICLE III OF THE BYLAWS, EXCEPT THAT THE EXECUTIVE COMMITTEE MAY NOT: (I) AUTHORIZE DISTRIBUTIONS TO TRUSTEES, OFFICERS, AGENTS OR EMPLOYEES EXCEPT IN EXCHANGE FOR VALUE RECEIVED; (II) APPROVE DISSOLUTION, MERGER, OR THE SALE, PLEDGE OR TRANSFER OF ALL SUBSTANTIALLY ALL OF THE FOUNDATION'S ASSETS. (III) ELECT, APPOINT OR REMOVE TRUSTEES OR OFFICERS OF THE BOARD, OR FILL VACANCIES ON THE FOUNDATION BOARD, ITS OFFICERS OR ON ANY OF ITS COMMITTEES; OR (IV) ADOPT, AMEND OR REPEAL THE ARTICLES OF INCORPORATION OR THE BYLAWS. FORM 990, PART VI, SECTION A, LINE 3 A RELATED ORGANIZATION, KINGSWOOD, HAS A MANAGEMENT AGREEMENT WITH GREYSTONE MANAGEMENT COMPANY. UNDER THE AGREEMENT, GREYSTONE PROVIDES AN EXECUTIVE DIRECTOR AND IS APPOINTED MANAGER OF THE ORGANIZATION'S OPERATIONS AND REAL ESTATE. IN 2023, THE FOLLOWING GREYSTONE EMPLOYEE WAS COMPENSATED BY GREYSTONE FOR THEIR SERVICES TO KINGSWOOD AND THE FOUNDATION: SERGIO DEL PINO, EXECUTIVE DIRECTOR: $145,130 FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER OF THE FOUNDATION IS KANSAS CITY UNITED METHODIST RETIREMENT HOME, INC. FORM 990, PART VI, SECTION A, LINE 7A GOVERNING BODY IS APPROVED BY KANSAS CITY UNITED METHODIST RETIREMENT HOME, INC. D/B/A KINGSWOOD. FORM 990, PART VI, SECTION A, LINE 7B GOVERNANCE DECISIONS ARE APPROVED BY KANSAS CITY UNITED METHODIST RETIREMENT HOME, INC. D/B/A KINGSWOOD. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S BOARD WILL REVIEW THE PREPARED FORM 990 PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION DOES NOT COMPENSATE ANY EMPLOYEES. A RELATED ORGANIZATION, USES THE FOLLOWING COMPENSATION PROCESSES: THE CEO IS AN EMPLOYEE OF GREYSTONE, THE MANAGEMENT COMPANY. COMPARATIVE INFORMATION ON OTHER DIRECTOR'S COMPENSATION IS AVAILABLE THROUGH GREYSTONE. FOR OTHER OFFICERS AND KEY EMPLOYEES, A PERFORMANCE REVIEW IS COMPLETED BY THE EMPLOYEE AND THE CEO. COMPARATIVE INFORMATION ON SIMILAR POSITIONS ARE AVAILABLE THROUGH GREYSTONE. THESE PROCESSES WERE LAST PERFORMED IN 2023. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. KANSAS CITY UNITED METHODIST RETIREMENT HOME DBA KINGSWOOD 1000 WORNALL ROAD KANSAS CITY MO 64114 237302390 PROVIDE RESIDENTIAL AND HEALTHCARE FACILITIES, SERVICES, AND OPPORTUNITIES MO 501(C)(3) LINE 10 N/A 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 1 1 0 0 0