2026-01-28T10:51:03-06:00 2025-06-30 611064249 DEMING MALONE LIVESAY & OSTROFF PSC 9300 SHELBYVILLE ROAD SUITE 1100 LOUISVILLE KY 402225187 990 2024-07-01 311045332 METHODIST RETIREMENT HOMES OF KENTUCKY INC METH 5029693277 5012 EAST MANSLICK ROAD LOUISVILLE KY 40219 RAYMOND DICKISON PRESIDENT 5029693277 2026-01-20 1 1 SARAH K ANTLE P01391676 5024269660 2026-01-20 2024 2025-03-06 01:10:19Z RAYMOND DICKISON 5012 EAST MANSLICK ROAD LOUISVILLE KY 40219 197618 0 X WWW.WESLEYMANORRETIREMENT.COM X 1982 KY TO SEEK CHARITABLE SUPPORT FOR WESLEY MANOR RETIREMENT COMMUNITY, INC. (A CHARITABLE NOT-FOR-PROFIT CORPORATION) 12 12 0 50 0 0 302312 169098 0 0 12362 20900 -610 -1119 314064 188879 132765 105502 0 0 0 68661 0 0 104327 78434 35666 211199 209829 102865 -20950 1259855 1488874 302476 491992 957379 996882 X TO SUPPORT WESLEY MANOR RETIREMENT COMMUNITY, INC. WESLEY MANOR RETIREMENT COMMUITY, INC. IS A FULL CONTINUUM OF CARE RETIREMENT COMMUNITY. WESLEY MANOR RETIREMENT COMMUNITY, INC.'S MISSION IS TO SERVE ITS RESIDENTS AND FAMILIES WITH A DEDICATED AND PROFESSIONAL STAFF IN A NUTURING CHRISTIAN ENVIRONMENT. 0 0 105502 105502 DISTRIBUTIONS TO WESLEY MANOR RETIREMENT COMMUNITY, INC. TO PROVIDE FINANCIAL ASSISTANCE FOR INDIGENT, OR FINANCIALLY NEEDY RESIDENTS AND OTHER GRANTS. 105502 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 1 0 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 X 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 12 12 1 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 KY X METHODIST RETIREMENT HOMES OF KY I 5029693277 5012 EAST MANSLICK ROAD LOUISVILLE KY 40219 AMANDA CAGLE BOARD MEMBER 2.00 X 0 0 0 MIKE RUSSELL BOARD MEMBER 2.00 X 0 0 0 RUSSELL WARDLAW BOARD MEMBER 2.00 X 0 0 0 ERIC HARDEN BOARD MEMBER 2.00 X 0 0 0 JON SEIZ BOARD MEMBER 2.00 X 0 0 0 KEN CURRY SECRETARY 2.00 X X 0 0 0 JEFF KIRK BOARD MEMBER 2.00 X 0 0 0 CRAIG REYNOLDS CHAIRPERSON 2.00 X X 0 0 0 TOM SMITH BOARD MEMBER 2.00 X 0 0 0 PAMELA STEPHENS BOARD MEMBER 2.00 X 0 0 0 JIM BARNETT VICE CHAIRPERSON 2.00 X X 0 0 0 SARAH MCINTOSH TREASURER 2.00 X X 0 0 0 MARK STEPHENS VP - FINANCE, CFO 1.00 40.00 X 0 146438 10812 RAYMOND DICKISON PRESIDENT 1.00 40.00 X 0 194671 49943 0 341109 60755 0 0 1 0 0 21283 147815 169098 20900 20900 7620 21283 8739 -1119 -1119 188879 0 0 19781 105502 105502 63782 63782 4879 4879 5496 5496 3652 3652 16028 16028 4074 4074 1317 1317 OTHER 5099 5099 209829 105502 0 104327 167119 325751 50000 268185 267495 46500 40122 6378 6378 631521 748899 136652 140351 1259855 1488874 302476 491992 302476 491992 X 691788 698074 265591 298808 957379 996882 1259855 1488874 -20950 60453 0 X X 0 1 X 1 0 X X 1 WESLEY MANOR RETIREMENT COMMUNITY INC 610561689 10 1 105502 0 1 105502 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 616524 50000 64497 -3509 730814 544287 75300 -3063 616524 491011 56572 -3296 544287 569775 -74490 -4274 491011 454763 118762 -3750 569775 0.81700 0.08000 0.10300 0 0 6378 6378 40122 40122 0 6378 BENEFICIAL INTEREST IN CHARITABLE REMAINDER TRUSTS 23296 REMAINDER CHARITABLE TRUST 117055 140351 X 254419 60453 60453 193966 3652 -8739 -5087 188879 214916 8739 8739 206177 3652 3652 209829 PART V, LINE 4: THE ENDOWMENT FUND IS TO SUPPORT THE INDIGENT RESIDENTS OF WESLEY MANOR RETIREMENT COMMUNITY, INC. PART X, LINE 2: THE CORPORATION IS EXEMPT FROM FEDERAL, STATE AND LOCAL INCOME TAXES AS A NOT-FOR PROFIT CORPORATION AS DESCRIBED UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). THE CORPORATION FILES AN INFORMATIONAL TAX RETURN IN THE U.S. FEDERAL JURISDICTION AND WITH THE KENTUCKY OFFICE OF THE ATTORNEY GENERAL. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE CORPORATION'S TAX-EXEMPT PURPOSE MAY BE SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. MANAGEMENT DOES NOT BELIEVE THAT THE CORPORATION HAS UNREALTED BUSINESS INCOME FOR THE YEARS ENDED JUNE 30, 2025 AND 2024. AS OF JUNE 30, 2025 AND 2024, THE CORPORATIONS DID NOT HAVE ANY ACCRUED INTEREST OR PENALTIES RELATED TO INCOME TAX LIABILITIES, AND NO INTEREST OR PENALTIES HAVE BEEN CHARGED TO OPERATIONS FOR THE YEARS THEN ENDED. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES -8,739. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 8,739. GOLF OUTING 28903 21283 7620 6720 2019 28903 21283 7620 6720 2019 8739 -1119 0 WESLEY MANOR RETIREMENT COMMUNITY 5012 EAST MANSLICK ROAD LOUISVILLE KY 40219 610561689 501(C)(3) 105502 0 FINANCIAL ASSISTANCE FOR INDIGENT OR FINANCIALLY NEEDY RESIDENTS. 0 0 0 0 0 0 0 0 0 RAYMOND DICKISON PRESIDENT 0 172846 0 21825 0 0 0 5164 0 44779 0 244614 0 0 MARK STEPHENS VP - FINANCE, CFO 0 138938 0 7500 0 0 0 2880 0 7932 0 157250 0 0 FORM 990, PART V, LINE 2A AND 2B: THE CORPORATION'S EMPLOYEES ARE REPORTED ON THE PAYROLL OF WESLEY MANOR RETIREMENT COMMUNITY, INC. THUS, NO W-3 OR PAYROLL TAX RETURNS WERE FILED IN THE CORPORATION'S NAME. FORM 990, PART VI, SECTION A, LINE 2 RUSSELL WARDLAW IS THE FATHER-IN-LAW TO ERIC HARDIN FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED AND APPROVED BY THE CEO AND CFO PRIOR TO SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C MEMBERS OF THE BOARD OF DIRECTORS MUST COMPLETE AND SIGN A CONFLICT OF INTEREST DISCLOSURE STATEMENT ANNUALLY AT THE BEGINNING OF THE FISCAL YEAR. FORM 990, PART VI, SECTION B, LINE 15A 1. THE COMPENSATION OF THE PERSON IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS OF THE ORGANIZATION PROVIDED THAT PERSONS WITH CONFLICTS OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENT AT ISSUE ARE NOT INVOLVED IN THE REVIEW AND APPROVAL. 2. THE COMPENSATION OF THE PERSON IS REVIEWED AND APPROVED USING DATA AS TO COMPARABLE COMPENSATION FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. 3. THERE IS CONTEMPORANEOUS DOCUMENTATION AND RECORDKEEPING WITH RESPECT TO THE DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION ARRANGEMENT. FORM 990, PART VI, SECTION C, LINE 18 THE CORPORATION MAKES IS FORM 990 AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE CORPORATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART XI, LICE 2C: THE CEO AND CFO REVEIW A DRAFT OF THE AUDIT REPORT IN DETAIL. AFTER THE DRAFT REPORT HAS BEEN APPROVED BY THE CEO AND CFO, THE FINAL AUDIT IS PRESENTED TO THE FULL BOARD OF DIRECTORS. WESLEY MANOR RETIREMENT COMMUNITY INC 5012 EAST MANSLICK ROAD LOUISVILLE KY 40219 610561689 NURSING FACILITY AND RETIREMENT COMMUNITY KY 501(C)(3) 509(A)(2) METHODIST RETIREMENT HOMES OF KENTUCKY INC 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 WESLEY MANOR RETIREMENT COMMUNITY INC B 105502 CASH WESLEY MANOR RETIREMENT COMMUNITY INC Q 195209 CASH