Form990
Click to see attachment
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
MediumBullet Do not enter Social Security numbers on this form as it may be made public. By law, the IRS
generally cannot redact the information on the form.
MediumBullet Information about Form 990 and its instructions is at www.IRS.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
A For the 2013 calendar year, or tax year beginning 04-01-2013 , 2013, and ending 03-31-2014
BCheck if applicable:
CName of organization
JOHN KNOX VILLAGE
 
Doing Business As
 
 
Number and street (or P.O. box if mail is not delivered to street address)
400 NW MURRAY ROAD
Suite
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LEES SUMMIT, MO64081
D Employer identification number

23-7365138
E Telephone number

G Gross receipts $ 67,241,895
F Name and address of principal officer:
DANIEL REXROTH
400 NW MURRAY ROAD
LEES SUMMIT,MO64081
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.JKV.ORG
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:
 
L Year of formation: 1974
M State of legal domicile: MO
Part I
Summary
Activities  & Governance 1 Briefly describe the organization’s mission or most significant activities: "ENRICHING LIVES, BUILDING COMMUNITY"
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 8
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 8
5 Total number of individuals employed in calendar year 2013 (Part V, line 2a) ...... 5 1,482
6 Total number of volunteers (estimate if necessary) ............. 6 535
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 587,021
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b -9,217
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 186,210 27,817
9 Program service revenue (Part VIII, line 2g) ......... 60,078,740 60,182,491
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 1,102,130 2,215,094
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 4,200,029 4,279,882
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 65,567,109 66,705,284
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 69,578 74,566
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 36,308,975 37,212,135
16a Professional fundraising fees (Part IX, column (A), line 11e)..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet0    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 32,949,327 32,281,954
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 69,327,880 69,568,655
19 Revenue less expenses. Subtract line 18 from line 12....... -3,760,771 -2,863,371
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 132,847,905 135,955,855
21 Total liabilities (Part X, line 26)............. 120,701,988 126,533,042
22 Net assets or fund balances. Subtract line 21 from line 20..... 12,145,917 9,422,813
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ............
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2013)
Form 990 (2013)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III ..............
1
Briefly describe the organization’s mission: SEE SCHEDULE O
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ......................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ............................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 63,317,062 including grants of $ 74,566 ) (Revenue $ 64,167,325 )
HEALTH SERVICES - SEE SCHEDULE O
4b (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
RESIDENT SERVICES - SEE SCHEDULE O
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
RESIDENTIAL CARE FACILITY AND ALZHEIMER'S ASSISTED LIVING FACILITY - SEE SCHEDULE O
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet63,317,062
Form 990 (2013)
Form 990 (2013)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment........................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? Click to see attachment...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part IClick to see attachment..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part IIClick to see attachment........
4
Yes
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C,
Part III
Click to see attachment............................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment........................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment
...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes," complete Schedule D, Part III Click to see attachment....................
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If "Yes," complete Schedule D, Part VClick to see attachment......
10
Yes
 
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10?
If "Yes," complete Schedule D, Part VI.Click to see attachment
...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment.......
11b
Yes
 
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment.........................
11f
 
No
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If "Yes," complete Schedule D, Parts XI and XII Click to see attachment.................
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E....
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?.....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV......... Click to see attachment
14b
Yes
 
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IVClick to see attachment
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV... Click to see attachment
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I (see instructions)....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
Form 990 (2013)
Form 990 (2013)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II... Click to see attachment
21
 
No
22
Did the organization report more than $5,000 of grants or other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........ Click to see attachment
22
Yes
 
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a................ Click to see attachment
24a
Yes
 
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
No
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?
......................
24c
 
No
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
No
25a
Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I........
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I...................
25b
 
No
26
Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? If so, complete Schedule L, Part II....................
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part III.........
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV ..........................
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If "Yes,"
complete Schedule L, Part IV
.....................
28b
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If "Yes," complete Schedule L, Part IV...
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M.............
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N,
Part I
...........................
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I........ Click to see attachment
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1........................ Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2... Click to see attachment
35b
Yes
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2............. Click to see attachment
36
Yes
 
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2013)
Form 990 (2013)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V ..............
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..
1a
184
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
1,482
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
Yes
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?..........................
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions?...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................
7a
 
No
b
If "Yes," did the organization notify the donor of the value of the goods or services provided?.....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?............................
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?............................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year?............
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the organization make any taxable distributions under section 4966?..........
9a
 
 
b
Did the organization make a distribution to a donor, donor advisor, or related person?.......
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year. ....................
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note.
See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
Form 990 (2013)
Form 990 (2013)
Page 6
Part VI
Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI ..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year .....................
1a
8
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent ...................
1b
8
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
Yes
 
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? ...........................
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
Yes
 
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
Yes
 
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
Yes
 
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done.......................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
MO
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, physical address, and telephone number of the person who possesses the books and records of the organization:
MediumBulletHEATH LEUCK400 NW MURRAY ROADLEES SUMMITMO64081 (816) 251-8000
Form 990 (2013)
Form 990 (2013)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII ..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and Title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W- 2/1099-MISC)
(E)
Reportable compensation from related organizations (W- 2/1099-MISC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) STEPHEN CHINN........................................................................
DIRECTOR/CHAIRMAN
1.0
.......................0.0
X   X       0 0 0
(2) ROBERT PIEPHO PHD-PARTIAL YEAR........................................................................
DIRECTOR/VICE-CHAIRMAN
1.0
.......................1.0
X   X       0 0 0
(3) WANDA CHINNERY........................................................................
DIRECTOR/SECRETARY
1.0
.......................3.0
X   X       0 0 0
(4) CAROL EVANS........................................................................
DIRECTOR
1.0
.......................0.0
X           0 0 0
(5) LARRY CROZIER........................................................................
DIRECTOR
1.0
.......................3.0
X           0 0 0
(6) DENISE MCNERNEY........................................................................
DIRECTOR
1.0
.......................0.0
X           0 0 0
(7) CHUCK ROBB........................................................................
DIRECTOR
1.0
.......................0.0
X           0 0 0
(8) GEORGE RUSSELL........................................................................
DIRECTOR
1.0
.......................0.0
X           0 0 0
(9) JACKIE DESOUZA-PARTIAL YEAR........................................................................
DIRECTOR
1.0
.......................0.0
X             0 0
(10) RICK VIAR-PARTIAL YEAR........................................................................
DIRECTOR
1.0
.......................0.0
X                
(11) DANIEL REXROTH........................................................................
PRESIDENT
40.0
.......................3.0
    X       366,825 0 19,854
(12) RICHARD KIM KLOCKENGA........................................................................
VP OF FINANCE & TREASURER
40.0
.......................3.0
    X       205,430 0 28,248
(13) RODNEY MCBRIDE........................................................................
VP- HEALTH & COMMUNITY SERVICE
40.0
.......................0.0
    X       190,739 0 31,451
(14) BETTY FREEMAN-BOOTS........................................................................
VP OF HUMAN RESOURCES
40.0
.......................0.0
    X       134,425 0 30,235
(15) MARIA TIMBERLAKE........................................................................
VP OF SENIOR LIVING
40.0
.......................0.0
    X       142,240 0 28,405
(16) JULIA MAHONY........................................................................
COMMUNITY HEALTH SVCS ADMIN
40.0
.......................0.0
        X   121,479 0 3,490
(17) DAVID MERCIER........................................................................
VCC ADMINISTRATOR
40.0
.......................0.0
        X   117,792 0 3,490
Form 990 (2013)
Form 990 (2013)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W- 2/1099-MISC)
(E)
Reportable compensation from related organizations (W- 2/1099-MISC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) SALLEY ARREY........................................................................
REGISTERED NURSE
40.0
.......................0.0
        X   100,926 0 8,129
(19) TAMI HOVERSTEN........................................................................
DIRECTOR OF NURSING SERVICES
40.0
.......................0.0
        X   104,221 0 9,628






















1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 1,484,077 0 162,930
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet9
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address
(B)
Description of services
(C)
Compensation
AEGIS THERAPIES,   CONTRACT THERAPY 5,668,224
GLYNNDEVINS INC,   ADVERTISING 1,043,322
HARMON FLOOR COVERING INC,   CONSTRUCTION 543,042
HARKRADER CONSTRUCTION,   CONSTRUCTION 2,640,302
MEYER BROTHERS BUILDING CO,   CONSTRUCTION 1,561,754
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet13
Form 990 (2013)
Form 990 (2013)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII .............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512-514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c  
d Related organizations...1d 27,817
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and
similar amounts not included above
1f
 
g Noncash contributions included in lines
1a-1f:$
 
h Total. Add lines 1a-1f.......MediumBullet 27,817
 Program Service RevenueAmt Business Code
2a NET PATIENT REVENUE 623000 60,182,491 60,182,491    
b
c
d
e
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet 60,182,491
 OtherAmt RevenueAmt 3 Investment income (including dividends, interest, and other similar amounts).......MediumBullet 905,855     905,855
4 Income from investment of tax-exempt bond proceeds..MediumBullet 0      
5 Royalties...........MediumBullet 0      
(i) Real (ii) Personal
6a Gross rents 295,048  
b Less: rental expenses    
c Rental income or (loss) 295,048 0
d Net rental income or (loss).......MediumBullet 295,048     295,048
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 1,845,000 850
b Less: cost or other basis and sales expenses 476,133 60,478
c Gain or (loss) 1,368,867 -59,628
d Net gain or (loss)..........MediumBullet 1,309,239     1,309,239
8a Gross income from fundraising events (not including
$  
of contributions reported on line 1c). See Part IV, line 18 ..
a  
b Less: direct expenses ...b  
c Net income or (loss) from fundraising events..MediumBullet 0    
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities...MediumBullet 0      
10a Gross sales of inventory, less
returns and allowances .
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet 0      
Miscellaneous Revenue Business Code
11a Cafeteria 721310 2,344,459 2,344,459    
b Beauty Shops 812900 465,971 465,971    
c MISCELLANEOUS INCOME 900099 1,174,404 587,383 587,021  
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet 3,984,834
12 Total revenue. See Instructions......MediumBullet 66,705,284 63,580,304 587,021 2,510,142
Form 990 (2013)
Form 990 (2013)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX ...............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII.
(A)
Total expenses
(B)
Program service expenses
(C)
Management and general expenses
(D)
Fundraising expenses
1 Grants and other assistance to governments and organizations in the United States. See Part IV, line 21 0  
2 Grants and other assistance to individuals in the United States. See Part IV, line 22 74,566 74,566
3 Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16 0  
4 Benefits paid to or for members 0  
5 Compensation of current officers, directors, trustees, and key employees .... 1,331,116 1,226,220 104,896  
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .... 0      
7 Other salaries and wages 29,786,721 27,439,444 2,347,277  
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 259,440 238,995 20,445  
9 Other employee benefits ....... 3,540,237 3,261,256 278,981  
10 Payroll taxes ........... 2,294,621 2,205,009 89,612  
11 Fees for services (non-employees):        
a Management ...... 0      
b Legal ......... 175,101   175,101  
c Accounting ........... 81,239   81,239  
d Lobbying ........... 0      
e Professional fundraising services. See Part IV, line 17 0  
f Investment management fees ...... 29,216   29,216  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) ........ 4,597,119 4,576,327 20,792  
12 Advertising and promotion .... 1,064,002 1,064,002    
13 Office expenses ....... 4,060,257 3,615,619 444,638  
14 Information technology ...... 517,507 28,293 489,214  
15 Royalties .. 0      
16 Occupancy ........... 4,154,385 3,174,410 979,975  
17 Travel ............ 1,334,718 1,215,362 119,356  
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ...... 0      
19 Conferences, conventions, and meetings .... 78,441 78,441    
20 Interest ........... 2,730,949 2,577,623 153,326  
21 Payments to affiliates ....... 0      
22 Depreciation, depletion, and amortization ..... 8,303,415 7,825,275 478,140  
23 Insurance .............. 1,073,012 1,012,769 60,243  
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a DUES AND SUBSCRIPTIONS 121,523 115,735 5,788  
b BAD DEBT EXPENSE 570,854 570,854    
c MEDICAL SUPPLIES 1,926,752 1,926,752    
d MEDICAID TAX 1,072,216 1,072,216    
e All other expenses 391,248 17,894 373,354  
25 Total functional expenses. Add lines 1 through 24e 69,568,655 63,317,062 6,251,593 0
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2013)
Form 990 (2013)
Page 11
Part X Balance Sheet Check if Schedule O contains a response or note to any line in this Part X ..............
(A)
Beginning of year
(B)
End of year
Assets 1 Cash–non-interest-bearing ............. 0 1 0
2 Savings and temporary cash investments ......... 3,516,720 2 3,030,995
3 Pledges and grants receivable, net ........... 0 3 0
4 Accounts receivable, net ............. 5,593,744 4 4,492,221
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..................
0 5 0
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
0 6 0
7 Notes and loans receivable, net ............. 0 7 0
8 Inventories for sale or use .............. 496,488 8 500,773
9 Prepaid expenses and deferred charges .......... 913,228 9 618,651
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 200,517,722
b Less: accumulated depreciation ..... 10b 121,447,346 78,664,472 10c 79,070,376
11 Investments—publicly traded securities .......... 28,210,116 11 31,260,642
12 Investments—other securities. See Part IV, line 11 ..... 11,156,852 12 10,884,157
13 Investments—program-related. See Part IV, line 11 ..... 0 13 0
14 Intangible assets ............... 0 14 0
15 Other assets. See Part IV, line 11 ........... 4,296,285 15 6,098,040
16 Total assets. Add lines 1 through 15 (must equal line 34)...... 132,847,905 16 135,955,855
Liabilities 17 Accounts payable and accrued expenses ......... 7,479,201 17 8,974,104
18 Grants payable ................. 0 18 0
19 Deferred revenue ................ 49,323,710 19 52,274,019
20 Tax-exempt bond liabilities ............. 52,878,733 20 50,949,636
21 Escrow or custodial account liability. Complete Part IV of Schedule D.. 0 21 0
22 Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L.......... 0 22 0
23 Secured mortgages and notes payable to unrelated third parties .. 6,976,461 23 8,542,512
24 Unsecured notes and loans payable to unrelated third parties .... 0 24 0
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D.................... 4,043,883 25 5,792,771
26 Total liabilities. Add lines 17 through 25......... 120,701,988 26 126,533,042
Net Assets or Fund Balance Organizations that follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets .............. 12,145,917 27 9,422,813
28 Temporarily restricted net assets ........... 0 28 0
29 Permanently restricted net assets ........... 0 29 0
Organizations that do not follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds ........   30  
31 Paid-in or capital surplus, or land, building or equipment fund .....   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ........... 12,145,917 33 9,422,813
34 Total liabilities and net assets/fund balances ........ 132,847,905 34 135,955,855
Form 990 (2013)
Form 990 (2013)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI ..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
66,705,284
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
69,568,655
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
-2,863,371
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
12,145,917
5
Net unrealized gains (losses) on investments ...............
5
140,267
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
 
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
9,422,813
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII .............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
 
No
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
 
 
Form 990 (2013)
Form 990, Special Condition Description:
Special Condition Description
Additional Data


Software ID:  
Software Version:  
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
right arrow Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
JOHN KNOX VILLAGE
 
Employer identification number

23-7365138
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
f
g
(i) A person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the supported organization? ................
11g(i)
 
 
(ii) A family member of a person described in (i) above? ......................
11g(ii)
 
 
(iii) A 35% controlled entity of a person described in (i) or (ii) above? ................
11g(iii)
 
 
h
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions)) (iv) Is the organization in col. (i) listed in your governing document? (v) Did you notify the organization in col. (i) of your support? (vi) Is the organization in col. (i) organized in the U.S.? (vii) Amount of monetary support
Yes No Yes No Yes No
Total  

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....            
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3            
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..  
6 Public support. Subtract line 5 from line 4.  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
7 Amounts from line 4..            
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...            
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)..            
11 Total support (Add lines 7 through 10).  
12
12
 
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization, check this box and stop here.................................................right arrow
Section C. Computation of Public Support Percentage
14
14
 
15
15
 
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . 363,362 160,708 240,855 186,210 27,817 978,952
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose...... 58,000,684 59,531,966 59,760,998 60,078,740 60,182,491 297,554,879
3 Gross receipts from activities that are not an unrelated trade or business under section 513..           0
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...           0
5 The value of services or facilities furnished by a governmental unit to the organization without charge..           0
6 Total. Add lines 1 through 5. 58,364,046 59,692,674 60,001,853 60,264,950 60,210,308 298,533,831
7a Amounts included on lines 1, 2, and 3 received from disqualified persons... 0 0 0     0
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. 0 0 0     0
c Add lines 7a and 7b.. 0 0 0     0
8 Public support (Subtract line 7c from line 6.) 298,533,831
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
9 Amounts from line 6... 58,364,046 59,692,674 60,001,853 60,264,950 60,210,308 298,533,831
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. 732,569 1,536,203 1,610,341 1,420,720 2,569,770 7,869,603
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.           0
c Add lines 10a and 10b. 732,569 1,536,203 1,610,341 1,420,720 2,569,770 7,869,603
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.   17,163 1,040 53,919   72,122
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.) .. 2,948,604 3,541,667 3,318,612 3,491,692 3,397,813 16,698,388
13 Total support. (Add lines 9, 10c, 11, and 12.).. 62,045,219 64,787,707 64,931,846 65,231,281 66,177,891 323,173,944
14
Section C. Computation of Public Support Percentage
15
15
92.376 %
16
16
92.877 %
Section D. Computation of Investment Income Percentage
17
17
2.435 %
18
18
2.117 %
19a
b
20
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 4
Part IV
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; and Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Explanation
 
 
 
 
Schedule A (Form 990 or 990-EZ) 2013

Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Name of the organization
JOHN KNOX VILLAGE
 
Employer identification number

23-7365138
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ





Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......................... Arrow Bullet $  
Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
Page 2
Name of organization
JOHN KNOX VILLAGE
 
Employer identification number

23-7365138
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
RESTRICTED
RESTRICTED
 

   
RESTRICTED
RESTRICTED
RESTRICTED, RESTRICTEDRESTRICTED

$RESTRICTED


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
Page 3
Name of organization
JOHN KNOX VILLAGE
 
Employer identification number

23-7365138
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
Page 4
Name of organization
JOHN KNOX VILLAGE
 
Employer identification number

23-7365138
Part III
Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  

Use duplicate copies of Part III if additional space is needed.
(a) No.
from
Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a) No.
from
Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a) No.
from
Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a) No.
from
Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

Additional Data


Software ID:  
Software Version:  
SCHEDULE C
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527
SchCMd Bullet Complete if the organization is described below.SchCMd Bullet Attach to Form 990 or Form 990-EZ.
SchCMd Bullet See separate instructions.SchCMd Bullet Information about Schedule C (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
If the organization answered "Yes" to Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet Section 527 organizations: Complete Part I-A only.
If the organization answered "Yes" to Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
Round Bullet Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered "Yes" to Form 990, Part IV, Line 5 (Proxy Tax) or Form 990-EZ, Part V, line 35c (Proxy Tax), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
JOHN KNOX VILLAGE
 
Employer identification number

23-7365138
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

1
Provide a description of the organization’s direct and indirect political campaign activities in Part IV.
2
Political expenditures ....................................SchCMd Bullet
$  
3
Volunteer hours ........................................
 

Part I-B
Complete if the organization is exempt under section 501(c)(3).
1
Enter the amount of any excise tax incurred by the organization under section 4955 .........SchCMd Bullet
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 ......SchCMd Bullet
$  
3
If the organization incurred a section 4955 tax, did it file Form 4720 for this year? ..............
4a
Was a correction made? .........................................
b
If "Yes," describe in Part IV.
Part I-C
Complete if the organization is exempt under section 501(c), except section 501(c)(3).
1
Enter the amount directly expended by the filing organization for section 527 exempt function activities SchCMd Bullet
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ...................................SchCMd Bullet

$  
3
Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b..SchCMd Bullet

$  
4
Did the filing organization file Form 1120-POL for this year? ..........................
5
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
(a) Name (b) Address (c) EIN (d) Amount paid from filing organization's funds. If none, enter -0-. (e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.










For Paperwork Reduction Act Notice, see the instructions for Form 990 or 990-EZ.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2013

Schedule C (Form 990 or 990-EZ) 2013
Page 2
Part II-A
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
A Check SchCMd Bulletexpenses, and share of excess lobbying expenditures).
B Check SchCMd Bullet
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.)
(a) Filing
organization's
totals
(b) Affiliated group
totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ......    
b Total lobbying expenditures to influence a legislative body (direct lobbying) .......    
c Total lobbying expenditures (add lines 1a and 1b) ...................    
d Other exempt purpose expenditures ........................    
e Total exempt purpose expenditures (add lines 1c and 1d) ...............    
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.
   
If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
Not over $500,00020% of the amount on line 1e.
Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
Over $17,000,000$1,000,000.
g Grassroots nontaxable amount (enter 25% of line 1f) .................    
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................    
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................    
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ......................................

4-Year Averaging Period Under Section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the instructions for lines 2a through 2f on page 4.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in)
(a) 2010 (b) 2011 (c) 2012 (d) 2013 (e) Total
2a Lobbying nontaxable amount          
b Lobbying ceiling amount
(150% of line 2a, column(e))
 
c Total lobbying expenditures          
d Grassroots nontaxable amount          
e Grassroots ceiling amount
(150% of line 2d, column (e))
 
f Grassroots lobbying expenditures          
Schedule C (Form 990 or 990-EZ) 2013


Schedule C (Form 990 or 990-EZ) 2013
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
For each "Yes" response to lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(a)
No
Yes
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? .........................................
 
No
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ....
 
No
c
Media advertisements? ....................................
 
No
 
d
Mailings to members, legislators, or the public? .........................
 
No
 
e
Publications, or published or broadcast statements? .......................
 
No
 
f
Grants to other organizations for lobbying purposes? .......................
 
No
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? ........
Yes
 
3,289
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ......
 
No
 
i
Other activities? ..........................
 
 
 
j
Total. Add lines 1c through 1i ...............................
3,289
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
No
b
If "Yes," enter the amount of any tax incurred under section 4912 .................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 .....
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? .......
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ................
2
 
 
3
Did the organization agree to carry over lobbying and political expenditures from the prior year? ..........
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."
1
Dues, assessments and similar amounts from members .....................
1
 
2
Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political
expenses for which the section 527(f) tax was paid).
a
Current year .........................................
2a
 
b
Carryover from last year ....................................
2b
 
c
Total ............................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ................................
4
 
5
Taxable amount of lobbying and political expenditures (see instructions) ..............
5
 
Part IV
Supplemental Information
Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, line 2; and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
Schedule C (Form 990 or 990EZ) 2013

Additional Data


Software ID:  
Software Version:  

SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b
SchDMd Bullet Attach to Form 990. SchDMd Bullet See separate instructions. SchDMd Bullet Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
JOHN KNOX VILLAGE
 
Employer identification number

23-7365138
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate contributions to (during year) ...    
3 Aggregate grants from (during year) .....    
4 Aggregate value at end of year ........    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a  
b Total acreage restricted by conservation easements .................. 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register .................... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .......................................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenues included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:
a
Revenues included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b
If "Yes," explain the arrangement in Part XIII and complete the following table:
Amount
c Beginning balance ................................. 1c  
d Additions during the year .............................. 1d  
e Distributions during the year ............................. 1e  
f Ending balance ................................... 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21? .....................
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ........
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current year (b)Prior year b (c)Two years back (d)Three years back (e)Four years back
1a Beginning of year balance .... 1,717,459 1,594,795 1,612,013 1,460,712 2,194,249
b Contributions ........ 129,485 84,454 5,364 150,887 30,428
c Net investment earnings, gains, and losses 116,299 91,224 67,936 102,705 3,608
d Grants or scholarships .....     0 0 0
e Other expenditures for facilities
and programs ........
130,446 53,014 90,518 102,291 767,573
f Administrative expenses ....     0 0 0
g End of year balance ...... 1,832,797 1,717,459 1,594,795 1,612,013 1,460,712
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet13.100 %
b
Permanent endowment SchDMd Bullet82.700 %
c
Temporarily restricted endowment SchDMd Bullet4.200 %
The percentages in lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
 
No
(ii) related organizations ........................
3a(ii)
Yes
 
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
Yes
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .................   5,697,737 5,697,737
b Buildings ................   147,618,003 92,094,551 55,523,452
c Leasehold improvements ............        
d Equipment ................   30,271,779 23,099,962 7,171,817
e Other .................   16,930,203 6,252,833 10,677,370
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 79,070,376
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 3
Part VII
Investments—Other Securities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)
(b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
(3)Other
(A) JKV REDEVELOPMENT
1,000 C

(B) ALTERNATIVE INVESTMENTS
10,442,369 F

(C) INVESTMENT IN CCIC
440,788 C






Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet 10,884,157
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
Federal income taxes 0
ASSET RETIREMENT OBLIGATION 3,918,979
NOTE PAYABLE TO AFFILIATE 1,873,792







Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 5,792,771
2. Liability for uncertain tax positions In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII ..................................................
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1 67,387,592
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a 140,267
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d 644,424
e Add lines 2a through 2d ..................... 2e 784,691
3 Subtract line 2e from line 1..................... 3 66,602,901
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIII.) ........... 4b 102,383
c Add lines 4a and 4b....................... 4c 102,383
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 66,705,284
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1 69,861,752
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a  
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d 367,663
e Add lines 2a through 2d...................... 2e 367,663
3 Subtract line 2e from line 1..................... 3 69,494,089
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIII.) ............ 4b 74,566
c Add lines 4a and 4b....................... 4c 74,566
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 69,568,655
Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
SCHEDULE D, PART V, LINE 4 THE ENDOWMENT FUNDS ARE HELD AT THE JOHN KNOX VILLAGE FOUNDATION FOR THE BENEFIT OF JOHN KNOX VILLAGE. RESIDENT FINANCIAL ASSISTANCE ENDOWMENT FUND (PERMANENT ENDOWMENT): INVESTMENT INCOME IS USED TO PROVIDE SLIDING SCALE ASSISTANCE TO HELP RESIDENTS WITH THEIR MONTHLY SERVICE FEES. JOHN KNOX VILLAGE ENDOWMENT FUND (PERMANENT ENDOWMENT): INVESTMENT INCOME IS USED BY TRUSTEES FOR PROJECTS OR PROGRAMS WHERE THERE ARE INSUFFICIENT DONOR RESTRICTED FUNDS OR NO DONOR RESTRICTED FUNDS AT ALL FOR THE PROJECT OR PROGRAM. TRUSTEE DESIGNATED ENDOWMENT FUNDS (BOARD DESIGNATED QUASI-ENDOWMENT): BY POLICY, ONE HALF OF UNRESTRICTED ESTATE GIFTS ARE DESIGNATED BY THE TRUSTEES, FOR LONG-RANGE, LARGER PROJECTS OR INITIATIVES. INVESTMENT INCOME FROM THOSE FUNDS ARE USED FOR CURRENT PROJECTS OR PROGRAMS. DONOR RESTRICTED FUNDS (TERM ENDOWMENT): USED TO FUND THE PROJECT OR PROGRAM STIPULATED BY THE DONOR AT THE TIME THEY MAKE THE GIFT.
SCHEDULE D, PART X, LINE 2 MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS.
SCHEDULE D, PART XI, LINE 2D RELATED PARTY REVENUE $ 759,935 ELIMINATIONS (175,139) LOSS ON SALE OF FIXED ASSET 59,628 ---------- TOTAL $ 644,424
SCHEDULE D, PART XI, LINE 4B RELATED ORGANIZATION CONTRIBUTIONS $ 27,817 RESIDENTIAL FINANCIAL ASSISTANCE 74,566 ---------- TOTAL $ 102,383
SCHEDULE D, PART XII, LINE 2D EXPENSES FROM RELATED ORGANIZATION $ 501,495 ELIMINATIONS (193,460) LOSS ON SALE OF FIXED ASSET 59,628 --------- TOTAL $ 367,663
SCHEDULE D, PART XII, LINE 4B RESIDENTIAL FINANCIAL ASSISTANCE $ 74,566
Schedule D (Form 990) 2013

Additional Data


Software ID:  
Software Version:  




SCHEDULE F(Form 990)
Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right pointing arrow large image Complete if the organization answered "Yes" to Form 990,Part IV, line 14b, 15, or 16.Right pointing arrow large image Attach to Form 990. Right pointing arrow large image See separate instructions.Right pointing arrow large image Information about Schedule F (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
JOHN KNOX VILLAGE
 
Employer identification number

23-7365138
Part I
General Information on Activities Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 14b.
1
For grantmakers.Does the organization maintain records to substantiate the amount of its grants and
other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria used
to award the grants or assistance? ...............................
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.
3
Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees, agents, and independent contractors in region (d) Activities conducted in region (by type) (e.g., fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in region
(f) Total expenditures
for and investments
in region
Central America and the Caribbean     Investments   9,952,562
           
           
           
           
           
           
           
           
           
           
           
           
           
           
           
           
3a Sub-total .....     9,952,562
b Total from continuation sheets to Part I ...      
c Totals (add lines 3a and 3b)     9,952,562
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2013
Schedule F (Form 990) 2013
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)
(c) Region (d) Purpose of
grant
(e) Amount of
cash grant
(f) Manner of
cash
disbursement
(g) Amount
of non-cash
assistance
(h) Description
of non-cash
assistance
(i) Method of
valuation
(book, FMV,
appraisal, other)
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
2 Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter ....MediumBullet
 
3
Enter total number of other organizations or entities .......................MediumBullet
 
Schedule F (Form 990) 2013
Schedule F (Form 990) 2013Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 16.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of
cash grant
(e) Manner of cash
disbursement
(f) Amount of
non-cash
assistance
(g) Description
of non-cash
assistance
(h) Method of
valuation
(book, FMV,
appraisal, other)
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2013
Schedule F (Form 990) 2013
Page 4
Part IV
Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes,"the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926)......................................
2 Did the organization have an interest in a foreign trust during the tax year? If "Yes," the organization may be required to file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A).......................................
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. (see Instructions for Form 5471)..............................
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If “Yes,” the organization may be required to file Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see Instructions for Form 8621)...............................................
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships. (see Instructions for Form 8865)....................................
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to file Form 5713, International Boycott Report (see Instructions for Form 5713)................................................
Schedule F (Form 990) 2013
Schedule F (Form 990) 2013
Page 5
Part V
Supplemental Information
Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information (see instructions).
ReturnReference Explanation
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) 2013
Additional Data


Software ID:  
Software Version:  



Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990
lBullet Information about Schedule I (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
JOHN KNOX VILLAGE
 
Employer identification number
23-7365138
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ....................................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21, for any recipient that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government
(b) EIN (c) IRC Code section
if applicable
(d) Amount of cash grant (e) Amount of non-cash
assistance
(f) Method of valuation
(book, FMV, appraisal,
other)
(g) Description of
non-cash assistance
(h) Purpose of grant
or assistance






















2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................ Bullet Image
 
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2013

Schedule I (Form 990) 2013
Page 2
Part III
Grants and Other Assistance to Individuals in the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a)Type of grant or assistance (b)Number of
recipients
(c)Amount of
cash grant
(d)Amount of
non-cash assistance
(e)Method of valuation (book,
FMV, appraisal, other)
(f)Description of non-cash assistance
(1) RESIDENTIAL FINANCIAL ASSISTANCE 22 74,566      












Part IV
Supplemental Information. Provide the information required in Part I, line 2, Part III, column (b), and any other additional information.
Return Reference Explanation
SCHEDULE I, PART I, LINE 2 JOHN KNOX VILLAGE HAS A BOARD APPROVED RESIDENT ASSISTANCE POLICY WHICH OUTLINES THE APPLICATION AND PROCESS FOR THE ASSISTANCE. THE POLICY IS REVIEWED AND UPDATED ANNUALLY AS NEEDED. RESIDENTS REQUESTING FINANCIAL ASSISTANCE COMPLETE A QUESTIONNAIRE THAT IS REVIEWED BY THE VP OF FINANCE OF JOHN KNOX VILLAGE. THE VILLAGE POSSESSES DOCUMENTATION THAT SHOWS THE FUNDS WERE EXPENDED FOR THE INTENDED PURPOSE.
Schedule I (Form 990) 2013


Additional Data


Software ID:  
Software Version:  


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990. SchJMediumBullet See separate instructions.
SchJMediumBullet Information about Schedule J (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
JOHN KNOX VILLAGE
 
Employer identification number

23-7365138
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain....
1b
 
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? ..
2
 
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ................
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
 
No
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3) and 501(c)(4) organizations only must complete lines 5-9.
5
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
 
No
b
Any related organization? .........................
5b
 
No
If "Yes," to line 5a or 5b, describe in Part III.
6
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ...........................
6a
 
No
b
Any related organization? .........................
6b
 
No
If "Yes," to line 6a or 6b, describe in Part III.
7
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
 
No
9
If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2013

Schedule J (Form 990) 2013
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits
(E) Total of columns
(B)(i)-(D)
(F) Compensation
reported as deferred
in prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
(1)DANIEL REXROTHPRESIDENT (i)
(ii)
318,124
0
0
0
48,701
0
6,431
0
13,423
0
386,679
0
 
 
(2)RICHARD KIM KLOCKENGAVP OF FINANCE & TREASURER (i)
(ii)
197,102
0
4,158
0
4,170
0
17,500
0
10,748
0
233,678
0
 
 
(3)RODNEY MCBRIDEVP- HEALTH & COMMUNITY SERVICE (i)
(ii)
185,040
0
0
0
5,699
0
22,024
0
9,427
0
222,190
0
 
 
(4)BETTY FREEMAN-BOOTSVP OF HUMAN RESOURCES (i)
(ii)
128,413
0
0
0
6,012
0
15,903
0
14,332
0
164,660
0
 
 
(5)MARIA TIMBERLAKEVP OF SENIOR LIVING (i)
(ii)
139,928
0
0
0
2,312
0
17,489
0
10,916
0
170,645
0
 
 
Schedule J (Form 990) 2013

Schedule J (Form 990) 2013
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II.
Also complete this part for any additional information.
Return Reference Explanation
Schedule J (Form 990) 2013

Additional Data


Software ID:  
Software Version:  
Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax Exempt Bonds
SchKMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 24a. Provide descriptions,
explanations, and any additional information in Part VI.
SchKMediumBullet Attach to Form 990. SchKMediumBullet See separate instructions.

SchKMediumBulletInformation about Schedule K (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
JOHN KNOX VILLAGE
 
Employer identification number
23-7365138
Part I
Bond Issues
(a) Issuer name (b) Issuer EIN (c) CUSIP # (d) Date issued (e) Issue price (f) Description of purpose (g) Defeased (h) On
behalf of
issuer
(i) Pool
financing
Yes No Yes No Yes No
A THE INDUSTRIAL DEVEL AUTHORITY OF THE CITY OF LS
 
43-1255189   05-24-2007 58,019,157 SEE SUPPLEMENTAL INFORMATION            
Part II
Proceeds
A B C D
1 Amount of bonds retired . . . . . . . . . . . . . . 6,445,000      
2 Amount of bonds legally defeased . . . . . . . . . . . 0      
3 Total proceeds of issue . . . . . . . . . . . . . . 58,927,328      
4 Gross proceeds in reserve funds . . . . . . . . . . . . 4,696,800      
5 Capitalized interest from proceeds . . . . . . . . . . . 373,621      
6 Proceeds in refunding escrows . . . . . . . . . . . . 0      
7 Issuance costs from proceeds . . . . . . . . . . . . 880,930      
8 Credit enhancement from proceeds . . . . . . . . . . . 0      
9 Working capital expenditures from proceeds . . . . . . . . . 0      
10 Capital expenditures from proceeds . . . . . . . . . . . 27,615,041      
11 Other spent proceeds . . . . . . . . . . . . . . 26,324,598      
12 Other unspent proceeds . . . . . . . . . . . . . . 0      
13 Year of substantial completion . . . . . . . . . . . . 2010
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue? . . . . . X              
15 Were the bonds issued as part of an advance refunding issue? . . . . . X              
16 Has the final allocation of proceeds been made? . . . . . . . . X              
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? . . . . . . . . . . . . . . X              
Part III
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? . . . . . . .   X            
2 Are there any lease arrangements that may result in private business use of bond-financed property? . . . . . . . . .   X            
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2013
Schedule K (Form 990) 2013
Page 2
Part III
Private Business Use (Continued)
A B C D
Yes No Yes No Yes No Yes No
3a Are there any management or service contracts that may result in private business use of bond-financed property? . . . . . . . . . . . .   X            
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property?                
c Are there any research agreements that may result in private business use of bond-financed property? . . . . . . . . . . . . . . .   X            
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property?                
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government . . SchKMediumBullet 0 %      
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government . . . . . . . SchKMediumBullet        
6 Total of lines 4 and 5 . . . . . . . . . . . . .        
7 Does the bond issue meet the private security or payment test? . . . . .   X            
8a Has there been a sale or disposition of any of the bond financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?. . . . . . . . . . . . . . . . .   X            
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of.        
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? . . . . . . . . . . . . .   X            
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2? . . . . . . .
X              
Part IV
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T? . . . . .   X            
2 If "No" to line 1, did the following apply? . . . .
a Rebate not due yet? . . . . . . . . X              
b Exception to rebate? . . . . . . . .                
c No rebate due? . . . . . . . .                
If you checked "No rebate due" in line 2c, provide in
Part VI the date the rebate computation was performed
3 Is the bond issue a variable rate issue? . . . .   X            
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?   X            
b Name of provider . . . . . . . . . 0
 
 
 
 
 
 
 
c Term of hedge . . . . . . . . . .        
d Was the hedge superintegrated? . . . .                
e Was the hedge terminated? . . . . . .                
Schedule K (Form 990) 2013
Schedule K (Form 990) 2013
Page 3
Part IV
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
5a Were gross proceeds invested in a guaranteed investment contract (GIC)? . . . . . . . . . X              
b Name of provider . . . . . . . . . SEE SCH K PART VI
 
 
 
 
 
 
 
c Term of GIC . . . . . . . . . .        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? . . . . . X              
6 Were any gross proceeds invested beyond an available temporary period? . . . . . . . .   X            
7 Has the organization established written procedures to monitor the requirements of section 148? . . . X              
Part V
Procedures To Undertake Corrective Action
A B C D
Yes No Yes No Yes No Yes No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations? X              
Part VI
Supplemental Information. Provide additional information for responses to questions on Schedule K (see instructions).
Return Reference Explanation
SCHEDULE K, PART I, LINE A, COLUMN F - IMPROVEMENTS TO SENIOR LIVING FACILITIES $26,526,489 - NEW SENIOR LIVING FACILITY $1,351,493 - REFUND 1995 BONDS (ORIGINALLY ISSUED ON 9/1/1995) - REFUND 1999 BONDS (ORIGINALLY ISSUED ON 10/15/1999) - REFUND 2002 BONDS (ORIGINALLY ISSUED ON 5/22/2002)
SCHEDULE K, PART II, LINE 3 ADDITIONAL PROCEEDS ARE DUE TO INVESTMENT EARNINGS DURING THE PROJECT PERIOD.
SCHEDULE K, PART II, LINE 5 INVESTMENT EARNINGS ON THE DSR AND COI FUND DURING THE PROJECT PERIOD WERE ALLOCATED TO PAY INTEREST ON THE BONDS.
OTHER SPENT PROCEEDS OTHER PROCEEDS WERE SPENT TO REFUND THE FOLLOWING BONDS: - REFUND 1995 BONDS (ORIGINALLY ISSUED ON 9/1/1995) - REFUND 1999 BONDS (ORIGINALLY ISSUED ON 10/15/1999) - REFUND 2002 BONDS (ORIGINALLY ISSUED ON 5/22/2002)
SCHEDULE K, PART, IV, LINES 4B & C GROSS PROCEEDS IN THE DEBT SERVICE RESERVE FUND WERE INVESTED IN TWO GUARANTEED INVESTMENT CONTRACTS. NAME OF PROVIDERS & TERM OF GUARANTEED INVESTMENT CONTRACTS: - WACHOVIA BANK, NATIONAL ASSOCIATION (TERM: 17.7 YEARS) - THIS FORWARD DELIVERY AGREEMENT WAS TRANSFERRED TO THE DEBT SERVICE RESERVE FUND FROM THE 1995 BONDS. - BEAR STERNS CAPITAL MARKETS, INC. (TERM: 25.2 YEARS)
Schedule K (Form 990) 2013

Additional Data


Software ID:  
Software Version:  

SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
JOHN KNOX VILLAGE
 
Employer identification number

23-7365138
Return Reference Explanation
FORM 990, PART III, LINE 1 JOHN KNOX VILLAGE IS ORGANIZED FOR THE PURPOSE OF PROVIDING RESIDENCES, HEALTH CARE, AND RELATED SERVICES TO SENIOR CITIZENS WITHIN A COMMUNITY SETTING. THE VILLAGE OFFERS VARIOUS SERVICES THROUGHOUT THE RESIDENT'S LIFE TO PROMOTE THE WELL-BEING OF THE RESIDENT AS WELL AS A SENSE OF COMMUNITY AMONG ALL RESIDENTS.
FORM 990, PART III, LINES 4A, B & C SUCCESSFUL BUSINESSES THRIVE IN HEALTHY COMMUNITIES. THAT'S WHY MANY ORGANIZATIONS, LIKE JOHN KNOX VILLAGE, ARE CHALLENGING THEMSELVES TO MAKE AN EVEN GREATER IMPACT IN THE AREAS WHERE THEY CONDUCT BUSINESS THROUGH THEIR COMMUNITY INVOLVEMENT EFFORTS. ALTHOUGH MONETARY DONATIONS ARE SIGNIFICANT, IT'S THE POWER OF THE PEOPLE - OUR SKILLS AND TALENTS - THAT REALLY MAKE A DIFFERENCE. VILLAGE ASSOCIATES AND RESIDENTS WHO SHARE THEIR TIME AND EXPERTISE MAKE A POSITIVE IMPACT WITHIN THE COMMUNITIES WHERE THEY LIVE, WORK, WORSHIP, VOLUNTEER, ETC. IT'S NOT ONLY THE RIGHT THING TO DO - IT'S A BUSINESS STRATEGY THAT MEANS SUCCESS FOR OUR ORGANIZATION. JOHN KNOX VILLAGE IS DEDICATED TO HELPING TO BUILD STRONGER AND MORE VIBRANT COMMUNITIES. IT IS A COMMITMENT WE LIVE OUT EACH DAY AS PART OF OUR MISSION OF "ENRICHING LIVES, BUILDING COMMUNITY." BUT THIS TENET INVOLVES MORE THAN JUST THE PEOPLE WHO LIVE AND WORK AT JOHN KNOX VILLAGE; IT INCLUDES THE PEOPLE AND ORGANIZATIONS WE SERVE THROUGHOUT THE ENTIRE KANSAS CITY METROPOLITAN AREA THROUGH OUR VARIOUS LINES OF BUSINESS. WHAT'S MORE, THIS COMMITMENT ENABLES THE VILLAGE TO REMAIN A LEADING PROVIDER OF SERVICES AND CARE TO OLDER ADULTS, AS WELL AS A SOURCE OF SUPPORT FOR THEIR FAMILIES. IN ADDITION TO PROVIDING QUALITY CARE AND SERVICES TO SENIORS, THE VILLAGE PROVIDES A DIVERSE ARRAY OF DEPENDABLE SERVICES, SUCH AS CATERING, BANQUET FACILITIES AND MORE, TO MEMBERS OF THE OUTSIDE COMMUNITY - OFFERINGS FROM WHICH A WIDE ARRAY OF PEOPLE BENEFIT. BECAUSE OF THE VILLAGE'S SIZE, DIVERSE SERVICES, AMENITIES AND OFFERINGS, WE ARE ABLE TO ALLOCATE MULTIPLE RESOURCES TOWARD OUR COMMUNITY INVOLVEMENT COMMITMENTS. WE SHARE FACILITIES, FACILITATE THE GIVING OF RESIDENT AND ASSOCIATE TIME AND TALENTS, OFFER LEADERSHIP AND/OR MODEST FINANCIAL SUPPORT TO COMMUNITY-BASED ORGANIZATIONS, SHARE ENTERTAINMENT AND PROMOTE EDUCATION AND INTERGENERATIONAL ACTIVITIES. IN TURN, THE VILLAGE BENEFITS GREATLY. - WE ARE ACHIEVING THE VILLAGE'S MISSION, VISION AND VALUES BY ENRICHING THE LIVES OF RESIDENTS, ASSOCIATES AND MEMBERS OF THE SURROUNDING COMMUNITY. - WE ARE STRENGTHENING THE VILLAGE'S POSITION AS A VALUABLE COMMUNITY RESOURCE AND LEADER. - WE ARE HEIGHTENING AWARENESS OF AND UNDERSTANDING ABOUT JOHN KNOX VILLAGE. - WE ARE ENHANCING THE IMAGE OF JOHN KNOX VILLAGE - WE ARE BREAKING DOWN STEREOTYPES ABOUT AGING AND OLDER ADULTS. - WE ARE GENERATING INTEREST IN RESIDENCY AT OR USE OF JOHN KNOX VILLAGE SERVICES. - WE ARE PROMOTING JOHN KNOX VILLAGE AS A GOOD PLACE TO LIVE, WORK AND CONDUCT BUSINESS WITH. - WE ARE REINFORCING THE APPROPRIATENESS OF OUR NOT-FOR-PROFIT STATUS. THE VILLAGE'S COMMUNITY INVOLVEMENT EXTENDS BEYOND VOLUNTEERING AND/OR DONATING GOODS AND SERVICES. WE ALSO ARE TAKING STEPS TO BECOME A MORE SUSTAINABLE, EARTH-FRIENDLY ORGANIZATION. WHAT BETTER WAY TO MAKE A POSITIVE IMPRESSION WITHIN THE COMMUNITIES WE TOUCH THAN BY MINIMIZING OUR CARBON FOOTPRINT FOR FUTURE GENERATIONS? THIS REPORT IS MORE THAN A JUST A SHOWCASE OF THE VILLAGE'S GENEROSITY AND OUR LONG-STANDING COMMITMENT TO THE COMMUNITIES AROUND US. IT'S THE STORY OF OUR EFFORTS TO MAKE AN EVEN GREATER DIFFERENCE IN THE COMMUNITIES WE SERVE. THE VILLAGE'S COMMUNITY INVOLVEMENT EFFORTS ENRICH THE LIVES OF THOUSANDS OF INDIVIDUALS - ALL OF WHO ARE POTENTIAL SUPPORTERS, CUSTOMERS, RESIDENTS OR ASSOCIATES OF OUR ORGANIZATION. WE ARE PROUD OF OUR ACCOMPLISHMENTS AND EXCITED ABOUT FUTURE COMMUNITY INVOLVEMENT PROSPECTS. ABOUT JOHN KNOX VILLAGE - ONE OF THE LARGEST CONTINUING CARE RETIREMENT COMMUNITIES IN THE NATION - NOT-FOR-PROFIT ORGANIZATION 501(C)(3), RUN BY A NINE-MEMBER VOLUNTEER BOARD OF DIRECTORS - MISSION: TO ENRICH THE LIVES OF OLDER ADULTS THROUGH COMMUNITY LIVING - FOUNDED IN 1970 - LOCATED ON MORE THAN 400 ACRES IN LEE'S SUMMIT, MO., WITH HOME HEALTH OFFICES IN OVERLAND PARK, KAN. - ANNUALLY SERVES ABOUT 1,500 RESIDENTS ON ITS CAMPUS AND ABOUT 4,000 COMMUNITY MEMBERS WHO LIVE THROUGHOUT THE GREATER KANSAS CITY AREA - WITH ABOUT 1,000 ASSOCIATES ON STAFF, THE VILLAGE IS ONE OF THE LARGEST EMPLOYERS IN LEE'S SUMMIT AND THE GREATER KANSAS CITY AREA, ACCORDING TO SURVEYS PUBLISHED BY THE KANSAS CITY BUSINESS JOURNAL, KANSAS CITY'S INGRAM'S MAGAZINE AND LEADINGAGE. INDEPENDENT LIVING: RESIDENTS CAN ENJOY MAINTENANCE-FREE LIVING WHILE LIVING IN FREESTANDING HOMES, VILLAS AND APARTMENTS. ON-SITE AMENITIES INCLUDE: ART STUDIO; LIBRARY; BEAUTY SALONS; MEETING AND BANQUET ROOMS; BOWLING ALLEY; NATURE PARK; CHAPEL AND PRAYER ROOM; 9-HOLE EXECUTIVE GOLF COURSE; COMPUTER CENTER; FITNESS CENTER; CONVENIENCE STORES; RESTAURANTS; ICE CREAM SHOP; 2,000-SEAT PAVILION; GUEST ROOMS; INDOOR AND OUTDOOR SWIMMING POOLS AND WHIRLPOOL; AND MORE. VILLAGE HELPERS: VILLAGE HELPERS OFFERS IN-HOME, PRIVATE-DUTY CARE, INCLUDING HOUSEHOLD ASSISTANCE, PERSONAL CARE, COMPANION VISITS, RESPITE CARE AND MORE. VILLAGE HOME HEALTH: WITH OFFICES IN BOTH LEE'S SUMMIT, MO., AND OVERLAND PARK, KAN., THIS MEDICARE-CERTIFIED HOME HEALTH AGENCY PROVIDES INTERMITTENT SKILLED CARE AS ORDERED BY A PHYSICIAN. OUR LICENSED HEALTH CARE PROFESSIONALS PROVIDE SERVICES TO PATIENTS WHO LIVE THROUGHOUT THE GREATER KANSAS CITY AREA. VALLEY VIEW RESIDENTIAL CARE: LICENSED BY THE STATE OF MISSOURI, VALLEY VIEW IS A 119-UNIT RESIDENTIAL CARE FACILITY II. IT OFFERS 24-HOUR NURSING, REGULAR HOUSEKEEPING, THREE MEALS A DAY, PLANNED ACTIVITIES AND MORE. VILLAGE ASSISTED LIVING: THE VILLAGE HAS THREE SEPARATE ASSISTED LIVING MEMORY CARE UNITS THAT ARE LICENSED BY THE STATE OF MISSOURI. EACH UNIT PROVIDES A FULL RANGE OF SERVICES, AND SUPPORTIVE AND SECURE ENVIRONMENTS FOR RESIDENTS WHO HAVE MEMORY-RELATED DISEASES. VILLAGE ASSISTED LIVING PROVIDES 24-HOUR NURSING CARE AND SUPPORT STAFF; PRIVATE AND SEMI-PRIVATE ROOMS; SECURE ENTRANCES AND MONITORING SYSTEMS IN RESIDENT ROOMS; AND MORE. VILLAGE CARE CENTER: THE VILLAGE CARE CENTER IS A 430-BED, FREESTANDING SKILLED-NURSING FACILITY. IT PROVIDES 24-HOUR LICENSED NURSING SERVICES, AN ALZHEIMER'S UNIT, A MEDICARE-CERTIFIED REHABILITATION UNIT AND SHORT-TERM, IN-PATIENT HOSPICE CARE. VILLAGE HOSPICE OF JOHN KNOX VILLAGE: VILLAGE HOSPICE PROVIDES COMFORT-ORIENTED SERVICES TO INDIVIDUALS WITH LIFE-LIMITING ILLNESSES AND THEIR LOVED ONES IN THEIR HOMES. THE AGENCY IS LICENSED AND CERTIFIED BY THE STATE OF MISSOURI AND MEDICARE. HOME FOR LIFE SOLUTIONS: HOME FOR LIFE SOLUTIONS PROVIDES AN INNOVATIVE PERSONAL RESPONSE SYSTEM THAT IS IDEAL FOR PEOPLE WHO FACE PHYSICAL OR MEMORY CHALLENGES. THE SIMPLE TECHNOLOGY TOOLS ALLOW INDIVIDUALS TO CONTINUE TO LIVE IN THE COMFORT OF THEIR OWN HOMES.
CIVIC ENGAGEMENT CIVIC ENGAGEMENT IS AN UMBRELLA TERM USED TO DESCRIBE HOW COMMUNITY SERVICE, ACTIVISM AND ADVOCACY CAN ENHANCE THE LIVES OF INDIVIDUALS WHO GIVE OF THEIR TIME TO THE COMMUNITIES IN WHICH THEY LIVE AND WORK. CHAMBER OF COMMERCE/ECONOMIC DEVELOPMENT JOHN KNOX VILLAGE'S ONGOING INVOLVEMENT IN THE LEE'S SUMMIT CHAMBER OF COMMERCE HAS INCLUDED BOTH LEADERSHIP AND FINANCIAL SUPPORT. MANAGEMENT REPRESENTATIVES HAVE CONSISTENTLY SERVED ON VARIOUS CHAMBER COMMITTEES AND IN OFFICER POSITIONS. CURRENTLY, RODNEY MCBRIDE, VICE PRESIDENT OF HEALTH AND COMMUNITY SERVICES, SERVES ON THE BOARD OF DIRECTORS. THE VILLAGE ALSO OFFERS FINANCIAL AND ORGANIZATIONAL SUPPORT TO CHAMBER EVENTS. FINALLY, 27 JKV ASSOCIATES HAVE PARTICIPATED IN LEADERSHIP LEE'S SUMMIT, A NINE-MONTH PROGRAM DESIGNED TO EDUCATE AND BUILD COMMUNITY LEADERS. JKV PRESIDENT/CEO DAN REXROTH SERVES AS AN ADVISOR TO THE LEE'S SUMMIT ECONOMIC DEVELOPMENT COUNCIL. CIVIC/COMMUNITY ORGANIZATIONS MANY JOHN KNOX VILLAGE COMMUNITY MEMBERS ARE INVOLVED IN A VARIETY OF ORGANIZATIONS. ALTHOUGH NOT SPONSORED OR FACILITATED BY JOHN KNOX VILLAGE, SUCH INVOLVEMENT INDIRECTLY - YET POSITIVELY - REFLECTS ON THE VILLAGE. IN ADDITION, THESE ORGANIZATIONS ALSO BENEFIT FROM THE LEADERSHIP, INTELLECTUAL CAPITAL AND OTHER CONTRIBUTIONS PROVIDED BY VILLAGE ASSOCIATES, RESIDENTS AND BOARD MEMBERS. THE FOLLOWING LIST INCLUDES EXAMPLES OF THE DIVERSITY OF ORGANIZATIONS IN WHICH JKV COMMUNITY MEMBERS HAVE BEEN INVOLVED. BOY SCOUTS OF AMERICA, CENTER FOR PRACTICAL BIOETHICS, CITIZEN'S ADVISORY COMMITTEE, GIRL SCOUTS OF THE USA, HEARTLAND MEN'S CHORUS, HUMANE SOCIETY, INDIAN ASSOCIATION OF KANSAS CITY, JUNIOR ACHIEVEMENT OF MIDDLE AMERICA INC., KANNADA SANGHA OF KANSAS CITY, KANSAS CITY CHAMBER OF COMMERCE, LEE'S SUMMIT OPTIMISTS, LEE'S SUMMIT CHAMBER OF COMMERCE, LEE'S SUMMIT ECONOMIC DEVELOPMENT COUNCIL, LEE'S SUMMIT CHARACTER COUNCIL, LEE'S SUMMIT SUNRISE ROTARY CLUB, LEE'S SUMMIT R-7 SCHOOL DISTRICT, MAYOR'S HEALTH EDUCATION ADVISORY BOARD, RAYMORE HISTORICAL SOCIETY, SUNSET GARDEN CLUB, UNITED WAY REVIEW BOARD AND WORKFORCE INVESTMENT BOARD, WATER UTILITIES COMMUNITY ACTION GROUP, AND LEE'S SUMMIT SUSTAINABILITY COMMITTEE. JOHN KNOX VILLAGE PRESIDENT/CEO DAN REXROTH STRONGLY BELIEVES IN GIVING BACK TO THE COMMUNITY. HE HAS BEEN AN INTEGRAL MEMBER OF SEVERAL PROFESSIONAL BOARDS AND COMMITTEES SUCH AS CARING COMMUNITIES INSURANCE COMPANY, AMERICAN ASSOCIATION OF HOMES AND SERVICES FOR THE AGING, CONTINUING CARE ACCREDITATION COMMISSION, MISSOURI ASSOCIATION OF HOMES FOR THE AGING, THE ETHICS COMMISSION - AMERICAN ASSOCIATION OF HOMES AND SERVICES FOR THE AGING, OVERLAND PARK REGIONAL MEDICAL CENTER, GREATER LEE'S SUMMIT HEALTHCARE FOUNDATION AND MIDAMERICA NAZARENE UNIVERSITY. MR. REXROTH ALSO IS ACTIVE IN THE LOCAL COMMUNITY. HE SERVES ON THE BOARD OF THE LEE'S SUMMIT CHAMBER OF COMMERCE, LEE'S SUMMIT ECONOMIC DEVELOPMENT COUNCIL AND CIVIC ROUNDTABLE. HE ALSO IS A MEMBER OF THE BOARD FOR THE PALESTINE ECONOMIC DEVELOPMENT CORPORATION IN KANSAS CITY, MISSOURI. RESIDENT POLITICAL PARTICIPATION JOHN KNOX VILLAGE RESIDENTS ACTIVELY PARTICIPATE IN POLITICAL ACTIVITIES, ISSUES, CAMPAIGNS AND VOTING. THEY FREQUENTLY INVITE AND HOST ELECTED OFFICIALS AND CANDIDATES TO SPEAK TO RESIDENT GROUPS AND OCCASIONALLY ORGANIZE LETTER-WRITING CAMPAIGNS ON ISSUES IMPORTANT TO THEM. THE VILLAGE ALSO LEASES SPACE TO THE JACKSON COUNTY BOARD OF ELECTION COMMISSIONERS FOR TWO VOTING PRECINCTS. RESIDENTS READILY VOLUNTEER TO MAN THOSE POLLING PLACES AS WELL AS VOTING SITES LOCATED OUTSIDE THE VILLAGE CAMPUS. FURTHERMORE, SEVERAL JOHN KNOX VILLAGE ASSOCIATES HAVE BEEN ACTIVE IN ADVOCATING FOR OLDER ADULTS AND SERVICES FOR SENIORS, AS WELL AS ACTING AS INDUSTRY ADVOCATES IN BOTH STATE AND NATIONAL ARENAS. PUBLIC SAFETY EMERGENCY MANAGEMENT JOHN KNOX VILLAGE'S PUBLIC SAFETY DEPARTMENT (WHICH INCLUDES DISPATCH, TRANSPORTATION, SECURITY, EMERGENCY MEDICAL SERVICES AND EMERGENCY MANAGEMENT SERVICES) PROVIDES SERVICES TO VILLAGE RESIDENTS AND ASSOCIATES, AS WELL AS TO MEMBERS OF THE OUTSIDE COMMUNITY. THE VILLAGE'S ABILITY AND WILLINGNESS TO PROVIDE ASSISTANCE HELPS TAKE FINANCIAL AND STAFFING STRAINS OFF STRESSED CITY AND STATE PROGRAMS. DURING EMERGENCY SITUATIONS THAT OCCUR OUTSIDE THE VILLAGE CAMPUS, JOHN KNOX VILLAGE PUBLIC SAFETY CAN ALLOCATE RESOURCES AND MANPOWER TO ASSIST CITY AND STATE RESPONSE EFFORTS WITHOUT ADVERSELY AFFECTING THE SAFETY OR WELL BEING OF PEOPLE ON THE VILLAGE CAMPUS. A SERIES OF PARTNERSHIPS WITH A VARIETY OF LOCAL, STATE, REGIONAL AND NATIONAL PUBLIC SERVICE ORGANIZATIONS HAS ENABLED JKV PUBLIC SAFETY TO ASSIST WITH SECURITY, EMERGENCY SERVICE ADMINISTRATION AND MORE. PUBLIC SAFETY'S PARTNERSHIPS INCLUDE: LEE'S SUMMIT EMERGENCY SERVICES (POLICE, FIRE DEPARTMENT), LOCAL HOSPITALS, LOCAL CARE FACILITIES, JACKSON COUNTY EMERGENCY MANAGEMENT, JACKSON COUNTY HEALTH DEPARTMENT, MISSOURI DEPARTMENT OF HEALTH AND SENIOR SERVICES, (MISSOURI) STATE EMERGENCY MANAGEMENT AGENCY, FEDERAL EMERGENCY MANAGEMENT AGENCY AND HOMELAND SECURITY - TO NAME A FEW. JKV PUBLIC SAFETY PROVIDES MANY SERVICES TO LEE'S SUMMIT AND SURROUNDING COMMUNITIES. EXAMPLES INCLUDE: - SAFETY: SECURITY PATROLS AT COMMUNITY EVENTS SUCH AS LEE'S SUMMIT DOWNTOWN DAYS. - EDUCATION: PROVIDE THE LEE'S SUMMIT POLICE DEPARTMENT USE OF A VACANT APARTMENT COMPLEX TO TRAIN K-9 UNITS. - TRANSPORT: NON-EMERGENCY TRANSPORT OF PATIENTS BETWEEN HOSPITALS AS WELL AS LOCAL CARE FACILITIES. - MUTUAL AID: IN ADDITION TO ASSISTING THE RESIDENTS OF JOHN KNOX VILLAGE, PUBLIC SAFETY HAS MUTUAL AID AGREEMENTS WITH THE CITIES OF LEE'S SUMMIT, MO., AND RAYTOWN, MO. WITH THE AGREEMENT, WHEN THE NEED ARISES TO RESPOND TO AN EMERGENCY WITHIN CITY LIMITS, JKV PUBLIC SAFETY SERVICES CAN HELP OUT. WHAT'S MORE, THE VILLAGE IS A MEMBER OF A KANSAS CITY METROPOLITAN-WIDE EMERGENCY PREPAREDNESS GROUP SO IF A CITY OR REGION-WIDE EMERGENCY WERE TO OCCUR, THE VILLAGE WOULD BE ABLE TO ASSIST AFTER FIRST ASSISTING ITS OWN COMMUNITY MEMBERS - RESIDENTS AND ASSOCIATES. - EMERGENCY PREPAREDNESS ACTIVITIES: ACTIVITIES INCLUDE DEVELOPING PLANS AND ANALYSIS, AND FOSTERING RELATIONSHIPS WITH CITY, STATE AND NATIONAL ORGANIZATIONS, SUCH AS THE FIRE DEPARTMENT, THE JACKSON COUNTY HEALTH DEPARTMENT AND THE AMERICAN RED CROSS. IT ALSO PROVIDES OPPORTUNITIES FOR CONTINUING EDUCATION AND TRAINING BY CONDUCTING EXERCISES, SUCH AS FIRE DRILLS TO TEST OUR RESPONSE TIME AND PLANNING. BEING PREPARED ENABLES THE VILLAGE TO BETTER RESPOND TO AND ASSIST WITH EMERGENCIES BOTH ON CAMPUS AND WITHIN THE COMMUNITY. - PARTNERSHIP: THE VILLAGE HAS A CLOSED POD (POINTS OF DISPENSING) ARRANGEMENT WITH THE AMERICAN RED CROSS. AT TIMES OF WIDESPREAD ILLNESS, SUCH A PANDEMIC FLU EVENT, THE VILLAGE WILL PROVIDE A LOCATION SO THAT A LARGE NUMBER OF PEOPLE CAN BE IMMUNIZED IN A SHORT PERIOD OF TIME. POD SITES ARE CRITICAL IN EMERGENCIES IN THAT THEY REDUCE THE DEMAND ON PUBLIC DISPENSING SITES AND CONTRIBUTE TO AN EFFECTIVE EMERGENCY RESPONSE. "PUSH DISPENSING" MEANS THAT MEDICATIONS ARE PUSHED OUT TO BUSINESSES AND THEIR EMPLOYEES AND FAMILY MEMBERS THAT THEY ROUTINELY SERVE IN THE WORK PLACE OR AT HOME. THE VILLAGE ALSO PARTNERS WITH THE LEE'S SUMMIT POLICE DEPARTMENT TO HOST "PRESCRIPTION TAKE BACK" EVENTS FOR VILLAGE RESIDENTS AND MEMBERS OF THE SURROUNDING COMMUNITY. MEMBERS OF THE PUBLIC SAFETY STAFF PARTICIPATE IN A VARIETY OF INDUSTRY ASSOCIATIONS, INCLUDING THE MISSOURI AMBULANCE ASSOCIATION, MISSOURI EMERGENCY MEDICAL SERVICES ASSOCIATION, MID AMERICA REGIONAL COUNCIL EMERGENCY RESPONSE, AMERICAN AMBULANCE ASSOCIATION AND INTERNATIONAL POLICE MOUNTAIN BIKE ASSOCIATION. FINALLY, STAFF MEMBERS ALSO ARE ACTIVE IN POLITICAL GROUPS, SUCH AS MISSOURI STATE REGION A EMS COMMITTEE AND THE LEE'S SUMMIT LIVABLE STREETS ADVISORY COMMITTEE.
Corporate and Community Philanthropy JOHN KNOX VILLAGE OFFERS MODEST FINANCIAL SUPPORT TO ORGANIZATIONS THAT HOST EVENTS OR PROVIDE SERVICES THAT HAVE MEASURABLE SOCIAL IMPACT WITHIN THE COMMUNITY AND/OR ENCOURAGE OLDER ADULTS. THE VILLAGE HAS THREE CATEGORIES OF GIVING. - CORPORATE GIVING HELPS BUILD AWARENESS OF THE VILLAGE AND INTEGRATES THE ORGANIZATION INTO THE LOCAL COMMUNITY. EXAMPLES OF CORPORATE GIVING IN 2013 INCLUDE FINANCIAL SUPPORT OF THE LEE'S SUMMIT PARKS AND RECREATION BASEBALL LEAGUE; THE LEE'S SUMMIT CHAMBER OF COMMERCE GOLF TOURNAMENT; DOWNTOWN LEE'S SUMMIT'S PICCADILLY GALA; LEE'S SUMMIT CHAMBER OF COMMERCE OKTOBERFEST; AND OTHERS. - COMMUNITY GIVING HELPS MAKE LEE'S SUMMIT AND SURROUNDING COMMUNITIES STRONGER. EXAMPLES INCLUDE DONATIONS TO SUPPORT THE LEE'S SUMMIT CITY-WIDE MARTIN LUTHER KING CELEBRATION, LEE'S SUMMIT CARES, HOPE HOUSE, LEE'S SUMMIT SOCIAL SERVICES, ALZHEIMER'S ASSOCIATION AND OTHERS. - WORKPLACE GIVING ENABLES GENEROUS PEOPLE TO GIVE BACK. IN ADDITION TO ROUTINELY RAISING FUNDS THAT MAKE A CRITICAL DIFFERENCE IN THE GREATER KANSAS CITY AREA, MEMBERS OF THE JKV COMMUNITY HAVE THE OPPORTUNITY TO CONTRIBUTE TO NATIONAL ORGANIZATIONS, SUCH AS THE ALZHEIMER'S ASSOCIATION AND ALEX'S LEMONADE STAND. CULTURAL OFFERINGS/SPECIAL EVENTS JOHN KNOX VILLAGE HOSTS AND SPONSORS A NUMBER OF SPECIAL EVENTS EACH YEAR THAT ARE OPEN TO MEMBERS OF THE VILLAGE COMMUNITY AND SURROUNDING AREAS. THESE ACTIVITIES ARE A WAY TO SHARE RESOURCES AND ALLOW PEOPLE TO HAVE A POSITIVE EXPERIENCE ON THE VILLAGE CAMPUS. - JKV MUSIC CONCERTS BY CHORAL AND INSTRUMENTAL GROUPS. - FREE CONCERTS HAVE INCLUDED PERFORMANCES BY THE PENSBURY CHAMBER CHOIR, AMERICAN LEGION BAND, UNITED STATES AIR FORCE JAZZ BAND: SHADES OF BLUE, KANSAS CITY METRO AREA MEN'S CHORUS FESTIVAL, KANSAS CITY WIND SYMPHONY, AND NEW HORIZONS CONCERT BAND. - THE VILLAGE HAS PARTNERED WITH MID-CONTINENT PUBLIC LIBRARY TO HOST MULTIPLE INTERGENERATIONAL ACTIVITIES, INCLUDING A LIVE PERFORMANCE OF "ALICE IN WONDERLAND" AND A PRESENTATION SHOWCASING EXOTIC ANIMALS. - RESIDENTS WERE INVITED TO BRING CHILDREN AND GRANDCHILDREN OF ALL AGES TO THE JKV CARNIVAL, WHICH WAS HELD IN THE PAVILION. - THE JOHN KNOX VILLAGE COMMUNITY THEATRE, WHICH IS A GROUP OF VILLAGE RESIDENTS, PRODUCES FREE SHOWS. - VALLEY VIEW RESIDENTIAL CARE/MEMORY CARE HOSTED A MEMORY SCREENING AND EDUCATION SESSION THAT WAS OPEN TO MEMBERS OF THE SURROUNDING COMMUNITY. IN ADDITION TO LEARNING MORE ABOUT MEMORY AND EXERCISES INDIVIDUALS CAN DO TO HELP RETAIN IT, NURSES GAVE MEMORY SCREENING TESTS. - THE VILLAGE HOSTED THE "RIDE TO REMEMBER" A MOTORCYCLE RIDE TO RURAL MISSOURI THAT RAISED FUNDS FOR THE ALZHEIMER'S ASSOCIATION. DONATION OF JOHN KNOX VILLAGE FACILITIES AND EQUIPMENT CLASSROOMS/MEETING SPACES/TOURS BECAUSE OF ITS CENTRAL LOCATION AND THE AVAILABILITY OF MEETING ROOM SPACE, SEVERAL ORGANIZATIONS OFFER CLASSES/SEMINARS/MEETINGS ON THE VILLAGE CAMPUS. CLASSROOM/MEETING SPACE WAS DONATED TO THE MISSOURI LEAGUE OF NURSING; JACKSON COUNTY LEGISLATURE; ESSENTIAL TREMORS SUPPORT GROUP, LEE'S SUMMIT CHAMBER OF COMMERCE; NATIONAL ASSOCIATION OF HEALTH CARE ASSISTANTS; AND MORE. IN 2013, THE VALUE OF THE DONATED CLASSROOM/MEETING SPACE WAS NEARLY $16,000. RESIDENTS OFTEN ARE INVOLVED IN CIVIC/CHURCH/RETIREE GROUPS NOT AFFILIATED WITH THE VILLAGE AND AT TIMES HAVE INVITED THESE GROUPS TO HOLD MEETINGS ON THE VILLAGE CAMPUS. THE VILLAGE ALSO REGULARLY HOSTS TOURS OF THE CAMPUS FOR AREA SCHOOLS, CHURCHES, SCOUT TROOPS, BUSINESS GROUPS, ETC. THE AFOREMENTIONED EFFORTS HELP POSITION JOHN KNOX VILLAGE AS A GOOD COMMUNITY RESOURCE AND ENABLE THE ORGANIZATION TO BREAK DOWN STEREOTYPES ABOUT AGING, RETIREMENT COMMUNITIES AND JOHN KNOX VILLAGE IN PARTICULAR. THE PAVILION AT JOHN KNOX VILLAGE JOHN KNOX VILLAGE DONATES ITS SPECIAL EVENT VENUE, THE PAVILION AT JOHN KNOX VILLAGE, MULTIPLE TIMES A YEAR. MANY OF THESE EVENTS OFFER ENTERTAINMENT THAT MIGHT NOT OTHERWISE BE AVAILABLE IF THE APPROPRIATE SPACE WASN'T AVAILABLE. IN OTHER CASES, IMPORTANT COMMUNITY MEETINGS AND PROGRAMS ARE ENHANCED BECAUSE OF THE AMENITIES AND SERVICES PROVIDED BY THE PAVILION'S STAFF. IN 2013 THE VILLAGE DONATED THE VENUE MULTIPLE TIMES AT A VALUE OF MORE THAN $50,200 (FIGURE BASED ON CURRENT RENTAL RATES). - LEE'S SUMMIT R-7 SCHOOL DISTRICT'S PARTNERS IN EDUCATION BANQUET - LEE'S SUMMIT R-7 PARTNERS IN EDUCATION STUDENT SHOWCASE - LEE'S SUMMIT JOURNAL'S SENIOR BALL - LEE'S SUMMIT MAYOR'S OUTREACH BREAKFAST FOR COMMUNITY OF CHARACTER - LEE'S SUMMIT CHAMBER OF COMMERCE ANNUAL BANQUET - LEE'S SUMMIT MARTIN LUTHER KING TRIBUTE - DOWNTOWN LEE'S SUMMIT PICCADILLY GALA - HOSPICE VOLUNTEER COORDINATOR'S SYMPOSIUM - CLAIM MEDICARE ENROLLMENT EVENT - PRESCRIPTION DRUG TAKE BACK EVENT - SAINT LUKE'S EAST FUNDRAISING EVENT - MULTIPLE EVENTS IN PARTNERSHIP WITH THE MID-CONTINENT LIBRARY - CONCERN CARES OF LEE'S SUMMIT
Surplus Equipment JOHN KNOX VILLAGE DONATES OBSOLETE EQUIPMENT OR SUPPLIES TO OTHER NOT-FOR-PROFIT ORGANIZATIONS. FOR EXAMPLE, THE VILLAGE HAS DONATED ITEMS TO THE SURPLUS EXCHANGE, HABITAT FOR HUMANITY AND THE LEE'S SUMMIT HOPE HOUSE. LOCAL SCHOOLS AND CHILDREN'S CAMPS ALSO HAVE BENEFITED FROM SURPLUS SUPPLIES THAT CAN BE USED FOR CLASSROOM PROJECTS AND/OR ACTIVITIES. THE VILLAGE ALSO HAS DONATED ITEMS TO NURSING HOMES, CHURCHES AND CHILD CARE FACILITIES. (IT SHOULD BE NOTED THAT DONATIONS TO THE THRIFT SHOP ARE THE MOST-FREQUENT OUTLETS FOR THESE MATERIALS, ALLOWING NOMINAL FUNDS TO STAY WITHIN THE JOHN KNOX VILLAGE ORGANIZATION.) EDUCATION JOHN KNOX VILLAGE OFFERS A VARIETY OF EDUCATIONAL OPPORTUNITIES FOR PEOPLE OF ALL AGES AND SKILL LEVELS THAT ENHANCE THE LIVES AND CAREERS OF VILLAGE COMMUNITY MEMBERS AS WELL AS MEMBERS OF THE OUTSIDE COMMUNITY. AUXILIARY SCHOLARSHIP PROGRAM THE JOHN KNOX VILLAGE AUXILIARY HEALTH CARE CAREER SCHOLARSHIP COMMITTEE ANNUALLY AWARDS ABOUT $10,000 WORTH OF HEALTH CARE SCHOLARSHIPS TO JOHN KNOX VILLAGE ASSOCIATES, FAMILY MEMBERS OF VILLAGE ASSOCIATES AND FAMILY MEMBERS OF VILLAGE RESIDENTS. RECIPIENTS ARE STUDENTS PURSUING STUDIES IN A HEALTH CARE-RELATED VOCATIONAL/TECHNICAL PROGRAM AT A COLLEGE OR UNIVERSITY. EMERGENCY TRAINING INSTITUTE THE JOHN KNOX VILLAGE EMERGENCY TRAINING INSTITUTE IS OFFERED THROUGH THE JOHN KNOX VILLAGE EMERGENCY MEDICAL SERVICES DEPARTMENT. IT HAS BEEN PROVIDING CONTINUING EDUCATION UNITS OF CREDIT (CEUS) FOR PARAMEDICS AND EMERGENCY MEDICAL TECHNICIANS SINCE JUNE 2006. THE INSTITUTE HAS PROVIDED SEVERAL FAVORABLE OUTCOMES FOR BOTH THE VILLAGE AND THE COMMUNITY. IN ADDITION TO TRAINING MUCH-NEEDED EMERGENCY MEDICAL PROVIDERS FOR THE COMMUNITY, THE VILLAGE WAS ABLE TO HIRE MULTIPLE INDIVIDUALS WHO HAVE SUCCESSFULLY COMPLETED THE CLASSES. LEE'S SUMMIT R-7 SCHOOL DISTRICT INVOLVEMENT JOHN KNOX VILLAGE SUPPORTS THE LEE'S SUMMIT R-7 SCHOOL DISTRICT IN A VARIETY OF WAYS. PARTNERS IN EDUCATION: JOHN KNOX VILLAGE HAS BEEN INVOLVED WITH THE LEE'S SUMMIT SCHOOL DISTRICT'S PARTNERS IN EDUCATION (PIE) PROGRAM FOR MORE THAN 20 YEARS. IN ADDITION TO THE EDUCATIONAL OPPORTUNITIES FOR BOTH THE STUDENTS AND RESIDENTS, PIE ACTIVITIES HAVE PROVIDED POSITIVE MEDIA COVERAGE. VILLAGE ASSOCIATES HAVE BEEN INVOLVED IN THE PROGRAM ADMINISTRATION, AND EVENT SPACE IS OFTEN DONATED TO THE SCHOOL DISTRICT FOR LARGER EVENTS. VOTING: IT IS IMPORTANT TO NOTE THAT RESIDENTS ACTIVELY SUPPORT THE LEE'S SUMMIT SCHOOLS BY VOTING IN FAVOR OF BOND AND LEVY ISSUES. INTERGENERATIONAL: JOHN KNOX VILLAGE RESIDENTS HELPED STUDENTS MULTIPLE TIMES THROUGH THE YEAR WITH THEIR COURSEWORK AND EXTRACURRICULAR ACTIVITIES. FOR EXAMPLE, RESIDENTS HELPED BUDDING 6TH GRADE WRITERS FROM UNDERWOOD ELEMENTARY SCHOOL WHILE THE STUDENTS WERE DEVELOPING SHORT STORIES BY GIVING FEEDBACK AND ADVICE. THE VILLAGE ALSO HOSTED STUDENTS FOR A CHORAL PERFORMANCE AT LAKESIDE GRILLE. MENTORING PROGRAM IN 2001, JOHN KNOX VILLAGE BEGAN A MENTORING PROGRAM IN CONJUNCTION WITH THE UNIVERSITY OF MISSOURI-KANSAS CITY SCHOOL OF MEDICINE TO PROVIDE AN EXPERIENTIAL SETTING FOR FIRST- AND SECOND-YEAR MEDICAL STUDENTS TO INTERACT WITH "WELL ELDERLY." THROUGH CONVERSATIONS AND SOCIAL EVENTS, FUTURE DOCTORS MORE FULLY UNDERSTAND THE NORMAL PROCESSES OF AGING AND ARE ABLE TO ELIMINATE NEGATIVE STEREOTYPES. THE MENTORING PROGRAM ALSO TEACHES THE STUDENTS HOW TO RELATE TO PEOPLE AS A WHOLE PERSON, NOT JUST A PATIENT. BY EMPHASIZING COMMUNICATION AND LISTENING SKILLS, THE PROGRAM HAS HELPED TO SHAPE AN ENTIRE GENERATION OF PHYSICIANS BY MAKING THEM MORE SENSITIVE TO ISSUES AFFECTING OLDER ADULTS AND HELPING THEM BECOME LISTENERS AND MORE EFFECTIVE COMMUNICATORS. IN 2003, THE MENTORING PROGRAM WON THE DISTINGUISHED SERVICE AWARD THROUGH LEADINGAGE MISSOURI. THE PROGRAM RECEIVED NATIONAL ATTENTION IN 2004 BY BEING CHOSEN FOR THE COMMUNITY SERVICE AWARD THROUGH THE LEADINGAGE. HEALTH CARE EDUCATION JOHN KNOX VILLAGE IS INVOLVED IN BENEFICIAL CLINICAL EDUCATION PARTNERSHIPS WITH MULTIPLE SCHOOLS. THESE RELATIONSHIPS HAVE ENABLED HUNDREDS OF STUDENTS WHO ARE STUDYING HEALTH CARE TO BENEFIT FROM THE HANDS-ON, REAL-WORLD EXPERIENCES. STUDENT INTERNSHIPS STUDENT INTERNSHIP PROGRAMS ARE A WIN-WIN FOR EVERYONE INVOLVED. STUDENTS CAN START USING THE SKILLS THEY'VE ACQUIRED AT SCHOOL WHILE GAINING VALUABLE WORK EXPERIENCE (BOTH PRACTICAL AND FOR RSUM ENHANCEMENT). THE VILLAGE BENEFITS FROM THE STUDENTS' INSIGHTS AND ENTHUSIASM. AN ADDED BONUS: THE VILLAGE IS ABLE TO GAUGE THE TALENTS OF A NEW GENERATION OF WORKERS FIRST-HAND. TEACHING A NUMBER OF JOHN KNOX VILLAGE MANAGEMENT TEAM MEMBERS HAVE PARTICIPATED IN PERIODIC OR ONGOING TEACHING POSITIONS AND/OR SERVE ON ADVISORY COMMITTEES AT AREA COLLEGES AND UNIVERSITIES INCLUDING THE UNIVERSITY OF MISSOURI-KANSAS CITY SCHOOL OF BUSINESS, CENTRAL MISSOURI STATE UNIVERSITY, ROCKHURST UNIVERSITY, LONGVIEW COMMUNITY COLLEGE, UNIVERSITY OF MISSOURI, KANSAS STATE UNIVERSITY AND UNIVERSITY OF KANSAS.
Because it is important to our residents, associates and members of the SURROUNDING COMMUNITY, JOHN KNOX VILLAGE IS MAKING STRIDES TO BECOME A MORE SUSTAINABLE, EARTH-FRIENDLY ORGANIZATION. WE ARE WORKING TO REDUCE OUR ENVIRONMENTAL IMPACT THROUGH OPERATIONAL INITIATIVES, ENERGY CONSERVATION, RECYCLING AND WASTE MANAGEMENT, AND MORE. WHAT'S MORE, BECOMING BETTER ENVIRONMENTAL STEWARDS HAS FORCED US TO BECOME MORE CONSCIOUS OF HOW ALL OUR ACTIVITIES IMPACT THE ENVIRONMENT. RECYCLING AT THE VILLAGE - CO-MINGLE BINS THROUGHOUT THE CAMPUS - GLASS RECYCLING BIN - COLLECTION POINTS FOR CORRUGATED CARDBOARD OTHER NOTABLE "GREEN" EFFORTS INCLUDE: - GREATER USE OF TECHNOLOGY TO CUT DOWN ON PRINTING AND PAPER USAGE. - INVESTMENT IN NEW EQUIPMENT AND LIGHTING TO REDUCE ENERGY USE. - INCORPORATING NATIVE PLANTS IN LANDSCAPING, WHICH REQUIRE LESS WATER THROUGHOUT THE SUMMER. - INCREASED PROMOTION OF THE JOHN KNOX VILLAGE AUXILIARY THRIFT SHOP AS A WAY FOR MEMBERS OF THE LEE'S SUMMIT COMMUNITY TO RECYCLE, REUSE AND REPURPOSE ITEMS THEY NO LONGER NEED. THE THRIFT SHOP HAS BEEN IN THE RECYCLING" BUSINESS FOR MORE THAN 25 YEARS. - REDUCED THE NUMBER OF MILES DRIVEN BY THE TRANSPORTATION VEHICLE FLEET AND BUSINESS VEHICLES. - INSTALLED 618 SOLAR PANELS ON THE ROOFS OF THE COURTYARD APARTMENT BUILDINGS, VALLEY VIEW AND THE VILLAGE CARE CENTER. TOGETHER, THE PANELS, WHICH MAKE UP ONE OF THE LARGEST FIELDS OF SOLAR PANELS IN THE STATE OF MISSOURI, PRODUCING ABOUT 180,000 KILOWATT HOURS PER YEAR. ADOPT-A-HIGHWAY PROJECT THE VILLAGE BEGAN PARTICIPATING IN THE ADOPT-A-HIGHWAY PROJECT IN OCTOBER 2013. AS PART OF THE THREE-YEAR COMMITMENT, THE VILLAGE PROVIDES VOLUNTEERS TO PICK UP THE LITTER IN THE AREA OF HIGHWAY 50 BETWEEN CHIPMAN AND COLBERN ROADS. VOLUNTEERS FROM A VARIETY OF DEPARTMENTS AS WELL AS FAMILY MEMBERS HAVE PARTICIPATED IN THE SCHEDULED CLEAN-UP EVENTS.
INDUSTRY/PROFESSIONAL INVOLVEMENT MEMBERSHIP AND INVOLVEMENT IN INDUSTRY AND PROFESSIONAL ORGANIZATIONS AID IN BUILDING THE KNOWLEDGE AND SKILLS OF JOHN KNOX VILLAGE ASSOCIATES, INTRODUCING NEW IDEAS TO THE ORGANIZATION AND ENABLING VILLAGE ASSOCIATES TO SHARE EXPERTISE. INDUSTRY INVOLVEMENT JOHN KNOX VILLAGE IS ACTIVELY INVOLVED IN LEADINGAGE MISSOURI AND LEADINGAGE. MEMBERSHIP IN BOTH ORGANIZATIONS ENABLES VILLAGE LEADERSHIP TO REMAIN INFORMED OF INDUSTRY TRENDS AND INNOVATIONS. MEMBERS OF THE MANAGEMENT STAFF ATTEND THE STATE AND NATIONAL CONFERENCES, MAKE PRESENTATIONS AT THE CONFERENCES, SERVE ON STATE AND NATIONAL COMMITTEES AND HOLD POSITIONS OF LEADERSHIP. THE VILLAGE'S GENERAL AND PROFESSIONAL LIABILITY INSURANCE COMPANY, CARING COMMUNITIES INSURANCE COMPANY (CCIC), SHOULDERS THE ADVANCED RISK MANAGEMENT AND QUALITY HEALTHCARE RESPONSIBILITIES FOR MANY OTHER NOT-FOR-PROFIT CONTINUING CARE RETIREMENT COMMUNITIES AROUND THE NATION. THIRTY-FIVE OTHER CCRCS ARE PROGRAM PARTICIPANTS. THE VILLAGE WAS A PIONEER IN THE ESTABLISHMENT OF THIS INNOVATIVE RISK-FINANCING PROGRAM. THE INSURANCE PROGRAM HAS RESULTED IN COST SAVINGS FOR ITS PARTICIPANT ORGANIZATIONS AND PROVIDED DIVIDENDS. ACHIEVING THE BEST CLAIM RECORD THROUGH BEST PRACTICES RISK MANAGEMENT AND COST CONTROL AMONG THE CCRC PEER GROUP INDUSTRY IS A SIGNIFICANT MEASURE OF THE EFFECTIVENESS OF THIS INNOVATIVE INSURANCE COMPANY. THE VILLAGE HAS EXPERIENCED SIGNIFICANT SAVINGS BECAUSE OF THE GROUP, WHICH ENABLES IT TO BETTER MEET COMMUNITY INVOLVEMENT GOALS AND COMMITMENTS. PROFESSIONAL INVOLVEMENT MOST MEMBERS OF THE JKV MANAGEMENT TEAM ARE INVOLVED IN THE LOCAL CHAPTERS OF PROFESSIONAL ASSOCIATIONS, AND A NUMBER HOLD LEADERSHIP ROLES AT THE LOCAL, STATE AND/OR NATIONAL LEVEL. FROM TIME TO TIME, ASSOCIATION MEETINGS ARE HELD ON THE VILLAGE CAMPUS OR FEATURE A JOHN KNOX VILLAGE ASSOCIATE AS A SPEAKER. VILLAGE ASSOCIATES ARE MEMBERS OR SERVE ON THE BOARDS OF A VARIETY OF INDUSTRY ASSOCIATIONS, SUCH AS THE MISSOURI HOSPICE AND PALLIATIVE CARE ASSOCIATION, NATIONAL HOSPICE AND PALLIATIVE CARE ASSOCIATION, MISSOURI ALLIANCE FOR HOME CARE, PROFESSIONALS IN AGING, METROPOLITAN DISCHARGE COORDINATORS, ASSISTED LIVING ASSOCIATION OF KANSAS, THE NATIONAL ASSOCIATION OF HOME CARE, MISSOURI ASSOCIATION OF NURSING HOME ADMINISTRATORS, MISSOURI LEAGUE FOR NURSING, INSTITUTE TO TRANSFORM SENIOR LIFE, AND FULL EMPLOYMENT COUNCIL/ EASTERN JACKSON COUNTY WORKFORCE INVESTMENT BOARD, UNIVERSITY OF MISSOURI HUMAN RESOURCE ADVISORY BOARD, CERTIFIED AGING SERVICES PROFESSIONALS, KANSAS CITY COMPENSATION AND BENEFITS ASSOCIATION, ACTIVITY DIRECTORS ASSOCIATION OF MISSOURI, AMERICAN HEALTH INFORMATION MANAGEMENT ASSOCIATION, AMERICAN SOCIETY OF SAFETY ENGINEERS, ASSOCIATION OF MEDICAL STAFF SERVICES, AMERICAN ASSOCIATION OF NURSE ASSESSMENT COORDINATORS, AMERICAN CONGRESS OF GOVERNMENTAL INDUSTRIAL HYGIENISTS, BOARD OF CERTIFIED SAFETY PROFESSIONALS, ASSOCIATION OF ENERGY ENGINEERS, DIETARY MANAGERS ASSOCIATION, FUNERAL CONSUMER ALLIANCE OF KANSAS CITY, HUMAN RESOURCES MANAGEMENT ASSOCIATION OF GREATER KANSAS CITY, HEALTHCARE COMPLIANCE ASSOCIATION, HEALTHCARE FINANCIAL MANAGEMENT ASSOCIATION, AMERICAN SOCIETY OF HEALTHCARE RISK MANAGERS, KANSAS CITY REGIONAL HEALTHCARE MATERIALS MANAGEMENT ASSOCIATION, AMERICAN SOCIETY OF HEATING AND REFRIGERATION, MISSOURI ASSOCIATION OF DIRECTORS OF VOLUNTEER SERVICE IN HEALTHCARE, ASSOCIATION OF PROFESSIONALS IN INFECTION CONTROL AND EPIDEMIOLOGY, INC., ASSOCIATION OF FUNDRAISING PROFESSIONALS, SOCIETY FOR HUMAN RESOURCE MANAGEMENT, GROUP LEADERS OF AMERICA, MISSOURI RESTAURANT ASSOCIATION, HEALTH CARE FOOD SERVICE MANAGEMENT, THE KANSAS CITY CHAPTER OF INTERNATIONAL SOCIETY OF CERTIFIED EMPLOYEE BENEFITS SPECIALISTS, MISSOURI AREA HOSPITALS AND AUXILIARIES, CULINARY ADVISORS BOARD FOR THE OLATHE SCHOOL DISTRICT, THE KANSAS STATE ADVISORY BOARD FOR HOSPITALITY MANAGEMENT, MISSOURI AREA VOLUNTEER PROFESSIONAL, MISSOURI ASSOCIATION NATURAL GAS OPERATORS, AMERICAN ASSOCIATION OF NURSE ASSESSMENT COORDINATION, HOTEL/RESTAURANT ADVISORY BOARD FOR THE UNIVERSITY OF MISSOURI, AND DOZENS MORE. SUPPORT GROUPS JOHN KNOX VILLAGE OFFERS A VARIETY OF SUPPORT GROUPS THAT ARE OPEN TO MEMBERS OF BOTH THE VILLAGE AND SURROUNDING COMMUNITIES. DURING 2013, THE VILLAGE OFFERED AN ALZHEIMER'S AND DEMENTIA SUPPORT GROUP, LOW VISION SUPPORT GROUP, PARKINSON'S SUPPORT GROUP AND DEALING WITH LOSS SUPPORT GROUP. THE ORGANIZATION ALSO OFFERS SPIRITUAL SUPPORT GROUPS FOR READING, PRAYER AND DISCUSSION THAT ARE OPEN TO THE PUBLIC, SOME OF WHICH ARE LED BY COMMUNITY VOLUNTEERS. JOHN KNOX VILLAGE AUXILIARY MORE THAN 140 AUXILIARY VOLUNTEERS HELP OUT IN VARIOUS CAPACITIES, SUCH AS RUNNING FOUR CONVENIENCE STORES AND A THRIFT SHOP THAT PROVIDE RESIDENTS AND MEMBERS OF THE SURROUNDING COMMUNITY CONVENIENT AND EASY WAYS TO PURCHASE AN ASSORTMENT OF MERCHANDISE, FROM KNICK-KNACKS TO CLOTHING TO FOOD STAPLES AND EVERYTHING IN BETWEEN. THE FIVE SHOPS OPERATED BY THE AUXILIARY, WHICH WAS NAMED THE VOLUNTEER PROGRAM OF THE YEAR BY LEADINGAGE MISSOURI, SERVE RESIDENTS, ASSOCIATES AND NON-RESIDENTS. NEARLY 75 PERCENT OF THE 150 AVERAGE DAILY CUSTOMERS AT THE THRIFT SHOP LIVE OUTSIDE THE VILLAGE. SOME OF THE ITEMS DONATED TO THE THRIFT SHOP ARE PASSED ON TO MULTIPLE ORGANIZATIONS AROUND THE AREA. THE AUXILIARY FUNDED SEVERAL NOTABLE PROJECTS THROUGHOUT THE YEAR, SUCH AS PROVIDING FUNDS TO PURCHASE A NEW STATE-OF-THE-ART AMBULANCE FOR USE IN THE VILLAGE AND SURROUNDING COMMUNITIES, AND TO HELP CLEAN UP THE FISHING LAKE, A NOTABLE AND WELL-KNOWN FEATURE IN THE VILLAGE CAMPUS. IN 2014, THE AUXILIARY TOOK OVER OPERATION OF THE VILLAGE'S FOOD PANTRY, WHICH WAS ESTABLISHED TO OFFER AID TO RESIDENTS AND STAFF IN NEED OF A HELPING HAND. WHAT'S MORE, THE ORGANIZATION HAS HELD FUNDRAISERS FOR FURRY KIDS PET REFUGE. SINCE 1989, THE JOHN KNOX VILLAGE AUXILIARY HAS DONATED FUNDS TO LEE'S SUMMIT SOCIAL SERVICES TO PURCHASE MEDICAL SUPPLIES FOR AN AREA CHILD THROUGH A PROGRAM CALLED "OUR CHILD." LAST YEAR ABOUT $1,800 WAS CONTRIBUTED, WITH A PORTION OF THAT AMOUNT BEING COLLECTED FROM SIMPLE CANS PLACED ON THE COUNTERS OF THE VARIOUS AUXILIARY SHOPS, BEAUTY SALONS, AND THE VILLAGE'S ON-CAMPUS ICE CREAM PARLOR. ADDITIONALLY THRIFT SHOP VOLUNTEERS HOSTED HOT DOG SALES DURING THE SUMMER. SEE THE "EDUCATION" SECTION FOR INFORMATION ON THE AUXILIARY'S HEALTH CAREER SCHOLARSHIPS.
John Knox Village Board of Directors BECAUSE GOOD GOVERNANCE IS VITAL IN BUSINESS, ONE OF THE MOST VALUABLE ASSETS THE BUSINESS COMMUNITY CAN OFFER IS INTELLECTUAL CAPITAL. MEMBERS OF THE JOHN KNOX VILLAGE BOARD OF DIRECTORS ARE VOLUNTEERS WHO OFFER INSIGHT AND HELP MAKE DECISIONS ABOUT STRATEGY, DIRECTION AND MISSION. THE BOARD IS MADE UP OF THREE RESIDENT AND SIX NON-RESIDENT MEMBERS. MOST BOARD MEMBERS ARE INVOLVED IN A NUMBER OF PROFESSIONAL AND CIVIC ORGANIZATIONS AND ARE (OR WERE - PRIOR TO RETIREMENT) PROMINENT IN THEIR PROFESSIONS. THE BOARD MEMBERS' INVOLVEMENT REFLECTS WELL ON JOHN KNOX VILLAGE, AND THEIR CONNECTIONS HELP SPREAD THE WORD ABOUT THE VILLAGE. EXAMPLES OF BOARD MEMBERS' COMMUNITY INVOLVEMENT INCLUDING COMMUNITY SERVICES LEAGUE, ROTARY INTERNATIONAL, ETHICS COMMITTEE AT SAINT LUKE'S EAST HOSPITAL, FELLOW IN THE AMERICAN COLLEGE OF PHYSICIANS, EMERITUS MEMBER OF THE AMERICAN COLLEGE OF PHYSICIAN EXECUTIVES, FREEDOM TO SPEAK TOASTMASTERS CLUB, SARAH LEWIS BOONE CHAPTER OF THE NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION, JOHNSON COUNTY MENTAL HEALTH ASSOCIATION, UNITED WAY, MISSOURI MUNICIPAL ATTORNEYS ASSOCIATION, INTERNATIONAL MUNICIPAL ATTORNEYS ASSOCIATION, MIDWEST INNOCENCE PROJECT, ARTISTS HELPING THE HOMELESS, NEIGHBORHOOD HOUSING SERVICES, MARLBOROUGH NEIGHBORHOOD COALITION AND MANY MORE.
FORM 990, PART VI, SECTION A, LINE 2 DANIEL REXROTH AND RICHARD KIM KLOCKENGA HAVE A BUSINESS RELATIONSHIP. THEY SERVE AS AN OFFICER OR DIRECTOR FOR THE JOHN KNOX VILLAGE REDEVELOPMENT CORPORATION, WHICH IS A RELATED FOR PROFIT COMPANY. THE OFFICERS AND DIRECTORS DO NOT RECEIVE ANY COMPENSATION FROM OR HAVE ANY STOCK OWNERSHIP IN THE RELATED FOR PROFIT COMPANY.
FORM 990, PART VI, SECTION A, LINE 6 PREMIERLIFE, A MISSOURI NONPROFIT CORPORATION, IS THE SOLE MEMBER OF JOHN KNOX VILLAGE. PREMIERLIFE IS DESIGNATED AS THE SOLE MEMBER SO LONG AS PREMIERLIFE SHALL CONTINUE TO QUALIFY AS A TAX EXEMPT, NONPROFIT ENTITY RECOGNIZED UNDER SECTION 501(C)(3) OF THE IRC. PREMIERLIFE HAS THE RIGHT TO ELECT THE MEMBERS OF JOHN KNOX VILLAGE'S GOVERNING BODY. PREMIERLIFE HAS THE RESERVED POWER TO APPROVE SIGNIFICANT DECISIONS OF JOHN KNOX VILLAGE'S GOVERNING BODY. PREMIERLIFE IS NOT ENTITLED TO RECEIVE A SHARE OF JOHN KNOX VILLAGE'S PROFITS, EXCESS DUES OR A SHARE OF JOHN KNOX VILLAGE'S NET ASSETS UPON DISSOLUTION.
FORM 990, PART VI, SECTION A, LINE 7A PREMIERLIFE BEING THE SOLE MEMBER OF JOHN KNOX VILLAGE HAS THE RIGHT TO ELECT ALL THE BOARD OF DIRECTORS.
FORM 990, PART VI, SECTION A, LINE 7B THE CORPORATE BYLAWS OF JOHN KNOX VILLAGE IDENTIFY CERTAIN RIGHTS AND POWERS WHICH ARE RESERVED TO PREMIERLIFE, THE SOLE MEMBER. IN EACH INSTANCE, THE RIGHTS AND POWERS RESERVED TO THE SOLE MEMBER MAY BE SUMMARIZED AS FOLLOWS: 1. ELECTION OF DIRECTORS THE SOLE MEMBER ELECTS ALL DIRECTORS OF JOHN KNOX VILLAGE BASED UPON NOMINATIONS SUBMITTED BY JOHN KNOX VILLAGE'S BOARD Of DIRECTORS. TERMS OF OFFICE ARE STAGGERED ON JOHN KNOX VILLAGE'S BOARD SUCH THAT APPROXIMATELY 1/3 OF THE DIRECTORS' TERMS EXPIRE EACH YEAR. 2. ARTICLES OF INCORPORATION AND BYLAWS JOHN KNOX VILLAGE'S ARTICLES OF INCORPORATION AND BYLAWS MAY NOT BE AMENDED, RESTATED, ALTERED OR REPEALED BY THE CORPORATION UNLESS AND UNTIL SUCH ACTION IS RATIFIED AND APPROVED BY THE SOLE MEMBER. 3. ANNUAL BUDGETS/FINANCIAL POLICIES/INVESTMENT JOHN KNOX VILLAGE'S ANNUAL OPERATING AND CAPITAL BUDGETS PREPARED AND RECOMMENDED BY THE CORPORATE BOARD ARE SUBJECT TO REVIEW AND APPROVAL OF THE SOLE MEMBER. CORPORATE FINANCIAL POLICIES AND INVESTMENT STRATEGIES RECOMMENDED BY JOHN KNOX VILLAGE'S BOARD ALSO ARE SUBJECT TO PRIOR REVIEW AND APPROVAL OF THE SOLE MEMBER. 4. SALE OF ASSETS/MERGER, CONSOLIDATION/DISSOLUTION ANY SALE, LEASE OR OTHER DISPOSITION OF SUBSTANTIALLY ALL OF THE ASSETS OF JOHN KNOX VILLAGE, AND ANY MERGER, CONSOLIDATION, REORGANIZATION OR OTHER NOT-IN-THE-ORDINARY-COURSE TRANSACTION IS SUBJECT TO THE PRIOR REVIEW, RATIFICATION AND APPROVAL OF THE SOLE MEMBER. JOHN KNOX VILLAGE SHALL NOT BE DISSOLVED OR LIQUIDATED NOR ANY PLAN OF DISSOLUTION ADOPTED BY THE CORPORATION'S BOARD OF DIRECTORS WITHOUT THE RATIFICATION AND APPROVAL OF THE SOLE MEMBER. 5. LONG-TERM DEBT/LEASES ALL LONG-TERM DEBT OBLIGATIONS AND LONG-TERM LEASE OBLIGATIONS IN EXCESS OF ONE YEAR ARE SUBJECT TO PRIOR REVIEW/APPROVAL OF THE SOLE MEMBER. 6. CHIEF EXECUTIVE OFFICER ACTIONS OF THE BOARD OF DIRECTORS OF JOHN KNOX VILLAGE TO EMPLOY OR TERMINATE THE EMPLOYMENT OF THE CEO OF THE CORPORATION ARE SUBJECT TO REVIEW AND APPROVAL BY THE SOLE MEMBER.
FORM 990, PART VI, SECTION B, LINE 11B AN INDEPENDENT ACCOUNTING FIRM PREPARES AND REVIEWS THE 990. THE 990 IS THEN REVIEWED BY THE ORGANIZATION'S OFFICERS AND ACCOUNTING PERSONNEL. ANY QUESTIONS OR CONCERNS THE ORGANIZATION'S OFFICERS AND ACCOUNTING PERSONNEL HAVE ARE ADDRESSED AND ANY CORRECTIONS OR CLARIFICATIONS THAT NEED TO BE MADE ARE MADE. THE 990 IS THEN PROVIDED TO THE FINANCE COMMITTEE OF THE BOARD FOR THEIR REVIEW PRIOR TO FILING THE 990. ANY QUESTIONS OR CONCERNS THE FINANCE COMMITTEE HAVE ARE ADDRESSED AND ANY CORRECTIONS OR CLARIFICATIONS THAT NEED TO BE MADE ARE MADE. THE FINAL FORM 990 WITH ALL REQUIRED SCHEDULES IS THEN PROVIDED TO ALL VOTING MEMBERS OF THE BOARD PRIOR TO FILING THE 990.
FORM 990, PART VI, SECTION B, LINE 12C AT THE TIME OF HIRE (OR ELECTION IN THE CASE OF CORPORATE DIRECTORS AND TRUSTEES) AND ANNUALLY THEREAFTER, THE CEO OR HIS/HER DESIGNEE SHALL PROVIDE TO THE BOARD AND TO ALL EXECUTIVE OFFICERS, ADMINISTRATIVE STAFF, ASSOCIATES AND VOLUNTEERS A COPY OF THE CONFLICT OF INTEREST POLICY AND THE APPLICABLE CONFLICT OF INTEREST DISCLOSURE FORM AND QUESTIONNAIRE, WHICH SHALL BE COMPLETED TO IDENTIFY ANY RELATIONSHIPS, POSITIONS OR CIRCUMSTANCES WITH RESPECT TO WHICH IT IS BELIEVED A CONFLICT MAY ARISE. SUCH ANNUAL MONITORING AND REVIEW PROCEDURES SHALL BE PART OF THE CORPORATE COMPLIANCE PLAN. AN APPROPRIATE REPORT SHALL BE SUBMITTED TO THE AUDIT COMMITTEE CONCERNING ANY INTEREST SO DISCLOSED. EACH MEMBER OF THE BOARD OF DIRECTORS AND ALL MANAGEMENT ASSOCIATES SHALL DISCLOSE FULLY AND FRANKLY ANY AND ALL ACTUAL OR POTENTIAL CONFLICTS OR DUALITY OF INTEREST OR RESPONSIBILITY, WHETHER INDIVIDUAL, PERSONAL OR BUSINESS, WHICH MAY EXIST OR APPEAR AS TO PREMIERLIFE OR ANY SYSTEM ENTITY OR ANY MATTER OR BUSINESS WHICH MAY COME BEFORE THE BOARD (INCLUDING ITS COMMITTEES). THREE OF NINE BOARD OF DIRECTORS ARE RESIDENTS AND APPROVE THE VILLAGE'S ANNUAL BUDGET, WHICH INCLUDES APPROVAL OF THE INCREASES IN RESIDENTS' MONTHLY SERVICE FEES. SINCE THOSE RESIDENT DIRECTORS ONLY REPRESENT ONE THIRD OF THE VOTING BOARD OF DIRECTORS, THIS PARTICIPATORY ACTION BY THE RESIDENT DIRECTORS IS BELIEVED TO BE IN COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. ALSO, MISSOURI LAW REQUIRES CERTAIN SYSTEM ENTITIES TO HAVE AT LEAST ONE MEMBER OF ITS BOARD OF DIRECTORS WHO IS A RESIDENT. THE DISCLOSING INDIVIDUAL SHALL NEITHER VOTE NOR ENDEAVOR TO INFLUENCE CORPORATE ACTION IN ANY SUCH MATTER. UPON REQUEST OF THE SUBJECT BOARD, THE AFFECTED INDIVIDUAL SHALL LEAVE THE BOARDROOM WHILE THE MATTER IS DISCUSSED AND A VOTE, IF ANY, SHALL BE RECORDED IN THE MINUTES OF THE BOARD OR ITS COMMITTEE.
FORM 990, PART VI, SECTION B, LINES 15A & B JOHN KNOX VILLAGE USES THE FOLLOWING: 1. PEER GROUP: THE PEER GROUP WILL INCLUDE CONTINUING-CARE COMMUNITIES, NURSING HOMES AND CLOSELY RELATED ORGANIZATIONS, NATIONALLY. 2. BASE SALARIES: WILL BE POSITIONED SO THAT MIDPOINTS TARGET THE 60TH PERCENTILE. EXECUTIVE SALARIES WILL BE ADMINISTERED WITHIN RANGES BUILT AROUND THE 60TH PERCENTILE AND BASED ON PERFORMANCE, EXPERIENCE, TENURE AND OTHER RELEVANT FACTORS. 3. INCENTIVES: WILL BE POSITIONED TO PROVIDE TOTAL CASH COMPENSATION AT THE 60TH PERCENTILE OF THE PEER GROUP FOR ON-PLAN PERFORMANCE. ACHIEVING MAXIMUM INCENTIVES MAY RAISE TOTAL COMPENSATION TO APPROXIMATELY THE 65TH TO 75TH PERCENTILE. 4. BENEFITS: WILL BE POSITIONED AT MARKET COMPETITIVE LEVELS, APPROXIMATING THE 60TH TO 75TH PERCENTILE OF THE PEER GROUP. 5. TOTAL COMPENSATION: WILL BE POSITIONED AT APPROXIMATELY THE 60TH PERCENTILE FOR ON-PLAN PERFORMANCE WITH TARGET INCENTIVE AWARDS,AND APPROXIMATELY THE 65TH TO 75TH PERCENTILE FOR OUTSTANDING PERFORMANCE WITH MAXIMUM INCENTIVE AWARDS. JOHN KNOX VILLAGE EXECUTIVE COMMITTEE WILL DETERMINE THE TOTAL COMPENSATION PACKAGE FOR THE CEO. THE CEO SHALL MAKE RECOMMENDATIONS FOR THE SALARIES AND INCENTIVE PAYMENTS FOR OTHER EXECUTIVES. THESE AMOUNTS WILL BE PROVIDED ANNUALLY TO THE EXECUTIVE COMMITTEE FOR THEIR REVIEW AND APPROVAL. THE EXECUTIVE COMMITTEE WILL REPORT THE AGGREGATE INCREASES AND PERCENTAGE COMPARISON TO THE PHILOSOPHY TO THE BOARD OF DIRECTORS FOR APPROVAL. THE LAST REVIEW WAS CONDUCTED BY INTEGRATED HEALTHCARE STRATEGIES (FORMERLY CLARK CONSULTING OUT OF MINNESOTA) IN 2009. A WRITTEN OPINION FROM THE CONSULTANT WAS RECEIVED STATING THAT THE EXECUTIVE COMPENSATION PACKAGES ARE REASONABLE AND DO NOT CONSTITUTE EXCESS BENEFIT TRANSACTIONS. THE LETTER ALSO OUTLINES THE STEPS THE COMMITTEE TOOK TOWARD ESTABLISHING A REBUTTABLE PRESUMPTION THAT TOTAL PAY LEVELS ARE REASONABLE. THE CONSULTANT REVIEWED THE MINUTES TO ENSURE THE STEPS TAKEN SATISFIED THE IRS REQUIREMENTS. THE LETTER IS ON FILE AT THE FACILITY. JOHN KNOX VILLAGE IS CURRENTLY UNDERGOING A NEW COMPENSATION STUDY THAT WILL BE COMPLETED DURING THE FISCAL YEAR ENDING MARCH 31ST, 2015. JKV'S PHILOSOPHY REGARDING EXECUTIVE COMPENSATION IS TO PAY AT APPROXIMATELY THE 60TH PERCENTILE OF THE MARKET. WHILE JKV DID NOT HAVE AN EXTERNAL REVIEW OF EXECUTIVE COMPENSATION FOR THE FISCAL YEAR, IT IS OUR PRACTICE TO ENSURE THE SALARIES ARE CONSISTENT WITH THE VILLAGE'S GOAL.
FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS (BYLAWS) ARE AVAILABLE FOR PUBLIC INSPECTION IN THE ADMINSTRATIVE CENTER BUILDING; THE CONFLICT OF INTEREST POLICY IS AVAILABLE FOR PUBLIC INSPECTION IN THE ADMINISTRATIVE CENTER BUILDING; A COPY OF THE MOST RECENTLY FILED IRS FORM 990 AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE FOR PUBLIC INSPECTION AT THE ADMINISTRATIVE CENTER BUILDING SECOND FLOOR. AUDITED FINANCIALS ARE ALSO AVAILABLE AT THE MARKETING OFFICE.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2013

Additional Data


Software ID:  
Software Version:  
SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990. MediumBullet See separate instructions.
MediumBullet
Information about Schedule R (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
JOHN KNOX VILLAGE
 
Employer identification number

23-7365138
Part I
Identification of Disregarded Entities Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Total income


(e)
End-of-year assets


(f)
Direct controlling
entity











Part II
Identification of Related Tax-Exempt Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Exempt Code section


(e)
Public charity status
(if section 501(c)(3))

(f)
Direct controlling
entity

(g)
Section 512(b)(13) controlled entity?
Yes No
(1) PREMIERLIFE

400 NW MURRAY ROAD

LEES SUMMIT,MO64081
20-3587205
SUPPORT ORG MO 501(C)(3) 11B NA
 
 
No
(2) THE JOHN KNOX VILLAGE FOUNDATION

400 NW MURRAY ROAD

LEES SUMMIT,MO64081
43-1304714
SUPPORT JKV MO 501(C)(3) 7 PREMIERLIFE
 
Yes
 
(3) PREMIERLIFE REAL ESTATE HOLDING

400 NW MURRAY ROAD

LEES SUMMIT,MO64081
20-3587252
REAL ESTATE MO 501(C)(2) N/A PREMIERLIFE
 
Yes
 








For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



(b)
Primary activity




(c)
Legal
domicile
(state or foreign
country)


(d)
Direct controlling
entity



(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




(g)
Share of end-of-year
assets



(h)
Disproprtionate allocations?




(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
(j)
General or
managing
partner?



(k)
Percentage
ownership


Yes No Yes No












Part IV
Identification of Related Organizations Taxable as a Corporation or Trust Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
(b)
Primary activity
(c)
Legal
domicile
(state or foreign
country)
(d)
Direct controlling
entity
(e)
Type of entity
(C corp, S corp,
or trust)
(f)
Share of total income
(g)
Share of end-of-year
assets
(h)
Percentage
ownership
(i)
Section 512(b)(13) controlled entity?
Yes No
(1) THE JKV REDEVELOPMENT CORPORATION

400 NW MURRAY ROAD
LEES SUMMIT,MO64081
20-0528072
REAL ESTATE MO JKV
 
C CORPORATION 0 1,000 100.000 % Yes  












Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 3
Part V
Transactions With Related Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest (ii) annuities (iii) royalties or (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .
1a
Yes
 
b Gift, grant, or capital contribution to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
 
No
c Gift, grant, or capital contribution from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
Yes
 
d Loans or loan guarantees to or for related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
Yes
 
e Loans or loan guarantees by related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
 
No
f Dividends from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
No
g Sale of assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Purchase of assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
Yes
 
i Exchange of assets with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
Yes
 
j Lease of facilities, equipment, or other assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
Yes
 
k Lease of facilities, equipment, or other assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) . . . . . . . . . . . . . . . . . . . .
1l
 
No
m Performance of services or membership or fundraising solicitations by related organization(s) . . . . . . . . . . . . . . . . . . . .
1m
 
No
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) . . . . . . . . . . . . . . . . . . . . .
1n
Yes
 
o Sharing of paid employees with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
Yes
 
p Reimbursement paid to related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
 
No
q Reimbursement paid by related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
Yes
 
r Other transfer of cash or property to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
 
No
s Other transfer of cash or property from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1s
 
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization
(b)
Transaction
type (a-s)
(c)
Amount involved
(d)
Method of determining amount involved
(1) PREMIERLIFE REAL ESTATE HOLDINGS

A(I) 58,573 FMV
(2) PREMIERLIFE REAL ESTATE HOLDINGS

D 3,640,484 FMV
(3) THE JOHN KNOX VILLAGE FOUNDATION

C 74,566 FMV
(4) THE JOHN KNOX VILLAGE FOUNDATION

D 119,857 FMV
(5) PREMIERLIFE REAL ESTATE HOLDINGS

I 106,674 FMV

Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity
(b)
Primary activity
(c)
Legal domicile
(state or foreign
country)
(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(e)
Are all partners
section
501(c)(3)
organizations?
(f)
Share of total income




(g)
Share of
end-of-year
assets
(h)
Disproprtionate allocations?
(i)
Code V?UBI
amount in box 20
of Schedule K-1
(Form 1065)
(j)
General or
managing
partner?
(k)
Percentage
ownership


Yes No Yes No Yes No






























Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R (see instructions).
Return Reference Explanation
Schedule R (Form 990) 2013
Additional Data


Software ID:  
Software Version: