2025-10-16T09:20:16-05:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 475 REGENCY PARK SUITE 175 OFALLON IL 62269 990 2024-01-01 200639597 KINGSWOOD SENIOR LIVING COMMUNITY FOUNDATION KING 8164423284 10000 WORNALL ROAD KANSAS CITY MO 64114 DIANNE KRAMER DIRECTOR 8164423284 2025-10-15 1 0 ERIKA MARTINEZ P02297196 6182331200 2025-10-15 2024 2025-03-06 01:10:19Z DIANNE KRAMER 10000 WORNALL ROAD KANSAS CITY MO 64114 759816 0 X WWW.KINGSWOODRETIREMENTLIVING.COM/FOUNDATION X 2004 MO TO PROVIDE FOR THE RESIDENTS OF KINGSWOOD SENIOR LIVING COMMUNITY AND THE ELDERLY OF SOCIETY. 9 9 1 9 0 0 199356 535352 0 0 23188 91990 3940 -9043 226484 618299 50003 62565 0 0 11179 557 0 0 0 207496 64356 268678 127478 -42194 490821 1160478 1775216 0 0 1160478 1775216 PROVIDE FINANCIAL SUPPORT FOR FACILITIES, EQUIPMENT AND PROGRAMS OPERATED BY KINGSWOOD SENIOR LIVING COMMUNITY. 0 0 121330 62565 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. 121330 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 9 9 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 (TERM ENDED) 0.50 0.50 X X 0 0 0 RICHARD LANE TRUSTEE (TERM ENDED) 0.50 0.50 X 0 0 0 LARRY TAFT TREASURER 0.50 0.00 X X 0 0 0 VICKIE WOLVERTON CHAIR 0.50 0.50 X X 0 0 0 JOHN YOUNGER TRUSTEE 0.50 0.50 X 0 0 0 JUDY VICKREY VICE CHAIR (TERM ENDED) 0.50 0.00 X X 0 0 0 MARVIN SWANSON TRUSTEE 0.50 0.00 X 0 0 0 GARY WARRINER TRUSTEE 0.50 0.00 X 0 0 0 SHEILA LILLIS TRUSTEE 0.50 0.00 X 0 0 0 DIANNE KRAMER FOUNDATION DIRECTOR 40.00 0.00 X 0 90425 895 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 123604 9384 0 214029 10279 0 0 0 0 0 14905 520447 535352 27076 27076 187768 122854 64914 64914 64914 9620 14905 18663 -9043 -9043 618299 0 0 82947 57642 57642 4923 4923 557 557 558 558 5590 5590 9884 9884 2981 2981 512 512 7701 7701 PROJECT EXPENSES 25000 25000 RETURNED CHECKS 5110 5110 RESIDENT FEES 4789 4789 DUES AND SUBCRIPTIONS 1369 1369 862 862 127478 121330 6148 0 15945 540234 1144533 1234982 1160478 1775216 0 0 X 15945 540234 1144533 1234982 1160478 1775216 1160478 1775216 490821 123917 0 X 0 0 0 X X 1 KANSAS CITY UNITED METHODIST RETIREMENT HOME INC DBA KINGSWOOD 237302390 10 1 62565 64913 1 62565 64913 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 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 OR 2023, NOR THE CURRENT YEAR COLUMN OF SCHEDULE D, PART V OR IN FUTURE YEARS. KINGSWOOD FOUNDATION GALA 24525 14905 9620 17103 1560 24525 14905 9620 17103 1560 18663 -9043 1 KANSAS CITY UNITED METHODIST RETIREMENT HOME 10000 WORNALL ROAD KANSAS CITY MO 64114 237302390 501(C)(3) 57642 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 2024, THE FOLLOWING GREYSTONE EMPLOYEE WAS COMPENSATED BY GREYSTONE FOR THEIR SERVICES TO KINGSWOOD AND THE FOUNDATION: SERGIO DEL PINO, EXECUTIVE DIRECTOR: $160,000 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 2024. 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. 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