| SCH L, PART IV, BSNS TRANS INTERESTED |
BUSINESS TRANSACTIONS WITH INTERESTED PARTIES (A) NAME OF PERSON: HEALTH MANAGEMENT CONSULTANTS, LLC (B) RELATIONSHIP BETWEEN INTERESTED PERSON & ORGANIZATION: OWNED 100% BY PRESTON SWEENEY, PRESIDENT OF ORGANIZATION (C) DESCRIPTION OF TRANSACTION: CONSULTING FEES PAID BY ORGANIZATION TO HEALTH MANAGEMENT CONSULTANTS, LLC, FOR SERVICES PERFORMED FOR THE ORGANIZATION. |
| SCH L, PART IV, BSNS TRANS INTERESTED |
BUSINESS TRANSACTIONS WITH INTERESTED PARTIES (A) NAME OF PERSON: LORA SWEENEY (B) RELATIONSHIP BETWEEN INTERESTED PERSON & ORGANIZATION: MRS. SWEENEY IS THE WIFE OF THE PRESIDENT, PRESTON SWEENEY. (C) DESCRIPTION OF TRANSACTION: PAYMENT OF W-2 REPORTED COMPENSATION FOR ADMINISTRATIVE AND MANAGERIAL DUTIES PERFORMED FOR THE ORGANIZATION'S CORPORATE OFFICE. |
| sCH L, PART IV, BsNs TRANs INTEREsTED |
BUSINESS TRANSACTIONS WITH INTERESTED PARTIES (A) NAME OF PERSONS: HEALTHCARE ADVISORY SERVICES, LLC (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND THE ORGANIZATION: OWNED 50% BY PRESTON SWEENEY, PRESIDENT OF THE ORGANIZATION, AND 50% BY ERIC BELL, EXECUTIVE VICE PRESIDENT OF THE ORGANIZATION (C) DESCRIPTION OF TRANSACTION: FEES PAID BY ORGANIZATION FOR ADVISORY SERVICES IN VARIOUS AREAS OF THE OPERATIONS PERFORMED FOR THREE NURSING FACILITIES IN INDIANA, ONE NURSING FACILITY IN TENNESSEE, TWELVE NURSING FACILITIES IN TEXAS, AND SIX NURSING FACILITIES IN FLORIDA. HEALTHCARE ADVISORY SERVICES PROVIDED CONSULTANTS TO ASSIST THE FACILITIES AS NEEDED IN AREAS SUCH AS NURSING AND DIETARY. |
| sCH L, PART IV, BsNs TRANs INTEREsTED |
BUSINESS TRANSACTIONS WITH INTERESTED PARTIES (A) NAME OF PERSON: JESSICA PRIDDY (B) RELATIONSHIP BETWEEN INTERESTED PERSON & ORGANIZATION: MS. PRIDDY IS THE DAUGHTER OF ONE OF THE DIRECTORS, TIM PRIDDY. (C) DESCRIPTION OF TRANSACTION: PAYMENT OF W-2 REPORTED COMPENSATION FOR MARKETING DUTIES AT THE LODGE AT NATCHEZ TRACE. |
| SCH R, PART V-RELATED EXEMPT ORG |
TRANSACTIONS WITH RELATED EXEMPT ORGANIZATIONS: THE ORGANIZATION MADE A CASH CONTRIBUTION TO ANOTHER 501(C)(3) ORGANIZATION, ARROWHEAD RANCH, INC., DURING 2015 IN THE AMOUNT OF $810,250. THE MAJORITY OF THE BOARD MEMBERS OF ARROWHEAD RANCH, INC. ARE ALSO BOARD MEMBERS OF THE ORGANIZATION. THE BOARD OF HEALTH SERVICES MANAGEMENT, INC. ALSO HAS THE CONTINUING POWER TO APPOINT, REMOVE, OR REPLACE THE MAJORITY OF THE BOARD OF DIRECTORS OF ARROWHEAD RANCH, INC. |
| Form 990, Part VI, Section A, line 2 |
Line 2 explanation - OFFICERS PRESTON SWEENEY AND ERIC SWEENEY ARE FATHER AND SON. |
| Form 990, Part VI, Section B, line 11 |
THE ORGANIZATION'S GOVERNING BOARD WAS PROVIDED A COPY OF THE 990 PRIOR TO FILING. ALSO, THE GENERAL COUNSEL AND VP OF FINANCE REVIEWED THE 990 AND PROVIDED COMMENTS AND QUESTIONS TO THE RETURN PREPARER. |
| Form 990, Part VI, Section B, line 12c |
QUESTIONNAIRES ARE COMPLETED ANNUALLY BY ALL OFFICERS, DIRECTORS, AND KEY EMPLOYEES. |
| Form 990, Part VI, Section B, line 15 |
THE ORGANIZATION USED THE SERVICES OF AN INDEPENDENT FIRM TO REVIEW THE COMPENSATION OF THE OFFICERS OF THE ORGANIZATION AND RELATED ENTITIES TO DETERMINE IF THEIR COMPENSATION WAS COMPARABLE TO OTHER EXECUTIVES AND ENTITIES IN THE SAME LINE OF BUSINESS. IN ADDITION, INDEPENDENT BOARD MEMBERS REVIEW THE COMPENSATION OF THE EXECUTIVE OFFICERS. THE INDEPENDENT BOARD MEMBERS AND THE FULL BOARD APPROVED THE COMPENSATION PAID IN 2015. |
| Form 990, Part VI, Section C, line 19 |
THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY OR FINANCIAL DATA, ARE AVAILABLE UPON REQUEST |
| Form 990, Part IX, line 24e |
MEDICAL SERVICES: Program service expenses 4,215,721. Management and general expenses 0. Fundraising expenses 0. Total expenses 4,215,721. DIETARY EXPENSES: Program service expenses 4,093,678. Management and general expenses 0. Fundraising expenses 0. Total expenses 4,093,678. NURSING SERVICES: Program service expenses 2,636,787. Management and general expenses 0. Fundraising expenses 0. Total expenses 2,636,787. Interest expense: Program service expenses 1,429,297. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,429,297. Donations: Program service expenses 810,250. Management and general expenses 0. Fundraising expenses 0. Total expenses 810,250. HOUSEKEEPING EXPENSES: Program service expenses 550,350. Management and general expenses 0. Fundraising expenses 0. Total expenses 550,350. LAUNDRY EXPENSES: Program service expenses 301,612. Management and general expenses 0. Fundraising expenses 0. Total expenses 301,612. ACTIVITIES: Program service expenses 288,723. Management and general expenses 0. Fundraising expenses 0. Total expenses 288,723. MEDICAL RECORDS: Program service expenses 180,158. Management and general expenses 0. Fundraising expenses 0. Total expenses 180,158. OTHER RESIDENT SERVICES: Program service expenses 73,860. Management and general expenses 0. Fundraising expenses 0. Total expenses 73,860. |
Attach to Form 990 or 990-EZ.