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  5. WINCHESTER RETIREMENT PLACE, INC.

WINCHESTER RETIREMENT PLACE, INC.

Company Details

Name: WINCHESTER RETIREMENT PLACE, INC.
Legal type: Kentucky Corporation
Status: Active
Standing: Good
Profit or Non-Profit: Non-profit
File Date: 11 Apr 2000 (25 years ago)
Organization Date: 11 Apr 2000 (25 years ago)
Last Annual Report: 28 Feb 2024 (a year ago)
Organization Number: 0492730
Industry: Hotels, Rooming Houses, Camps, and other Lodging Places
Number of Employees: Medium (20-99)
ZIP code: 40391
City: Winchester, Ford
Primary County: Clark County
Principal Office: 200 ROSE MARY DRIVE, WINCHESTER, KY 40391
Place of Formation: KENTUCKY

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
WINCHESTER RETIREMENT PLACE CBS BENEFIT PLAN 2023 611370614 2024-12-30 WINCHESTER RETIREMENT PLACE 11
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2020-01-01
Business code 623000
Sponsor’s telephone number 8597454904
Plan sponsor’s address 200 ROSE MARY DRIVE, WINCHESTER, KY, 40391

Plan administrator’s name and address
Administrator’s EIN 846429706
Plan administrator’s name JOSEPH HSU
Plan administrator’s address 464 CHENAULT RD, FRANKFORT, KY, 40601
Administrator’s telephone number 5026954700

Signature of
Role Plan administrator
Date 2024-12-30
Name of individual signing JOSEPH HSU
Valid signature Filed with authorized/valid electronic signature
WINCHESTER RETIREMENT PLACE CBS BENEFIT PLAN 2022 611370614 2023-12-27 WINCHESTER RETIREMENT PLACE 14
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2020-01-01
Business code 623000
Sponsor’s telephone number 8597454904
Plan sponsor’s address 200 ROSE MARY DRIVE, WINCHESTER, KY, 40391

Plan administrator’s name and address
Administrator’s EIN 846429706
Plan administrator’s name SHAWNA BURTON
Plan administrator’s address 464 CHENAULT RD, FRANKFORT, KY, 40601
Administrator’s telephone number 5026954700

Signature of
Role Plan administrator
Date 2023-12-27
Name of individual signing SHAWNA BURTON
Valid signature Filed with authorized/valid electronic signature
WINCHESTER RETIREMENT PLACE CBS BENEFIT PLAN 2021 611370614 2022-12-29 WINCHESTER RETIREMENT PLACE 14
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2020-01-01
Business code 623000
Sponsor’s telephone number 8597454904
Plan sponsor’s address 200 ROSE MARY DRIVE, WINCHESTER, KY, 40391

Plan administrator’s name and address
Administrator’s EIN 846429706
Plan administrator’s name SHAWNA BURTON
Plan administrator’s address 464 CHENAULT RD, FRANKFORT, KY, 40601
Administrator’s telephone number 5026954700

Signature of
Role Plan administrator
Date 2022-12-29
Name of individual signing SHAWNA BURTON
Valid signature Filed with authorized/valid electronic signature
WINCHESTER RETIREMENT PLACE CBS BENEFIT PLAN 2020 611370614 2021-12-14 WINCHESTER RETIREMENT PLACE 16
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2020-01-01
Business code 623000
Sponsor’s telephone number 8597454904
Plan sponsor’s address 200 ROSE MARY DRIVE, WINCHESTER, KY, 40391

Plan administrator’s name and address
Administrator’s EIN 846429706
Plan administrator’s name SHAWNA BURTON
Plan administrator’s address 464 CHENAULT RD, FRANKFORT, KY, 40601
Administrator’s telephone number 5026954700

Signature of
Role Plan administrator
Date 2021-12-14
Name of individual signing SHAWNA BURTON
Valid signature Filed with authorized/valid electronic signature
WINCHESTER RETIREMENT PLACE CBS BENEFIT PLAN 2019 611370614 2020-12-23 WINCHESTER RETIREMENT PLACE 16
Three-digit plan number (PN) 501
Effective date of plan 2020-01-01
Business code 623000
Sponsor’s telephone number 8597454904
Plan sponsor’s address 200 ROSE MARY DRIVE, WINCHESTER, KY, 40391

Plan administrator’s name and address
Administrator’s EIN 846429706
Plan administrator’s name KELLY WOLF
Plan administrator’s address 464 CHENAULT RD, FRANKFORT, KY, 40601
Administrator’s telephone number 5026954700

Signature of
Role Plan administrator
Date 2020-12-23
Name of individual signing KELLY WOLF
Valid signature Filed with authorized/valid electronic signature

President

Name Role
Chris M Davis President

Secretary

Name Role
Linda Ormsby Secretary

Treasurer

Name Role
Ed Mesta Treasurer

Vice President

Name Role
Zella B Rosenthal Vice President

Director

Name Role
Fred Pace Director
Zella Rosenthal Director
Linda Ormsby Director
Michael Caudill Director
Shannon Cox Director
Bob Jackson Director
Brenda Mastrean Director
Ed Burtner Director
Chris Davis Director
Ed Mesta Director

Registered Agent

Name Role
TIMOTHY W. JANES Registered Agent

Incorporator

Name Role
LINDA C. ORMSBY Incorporator
EDWARD H. MESTA Incorporator
BRENDA MASTREAN Incorporator
ED MASTREAN Incorporator
HOLLY VAN METER Incorporator
GARDNER D. WAGERS Incorporator
SUSAN O. WAGERS Incorporator
ZELLA B. ROSENTHAL Incorporator
FRED W. PACE Incorporator
EDWARD E. CREWS Incorporator

Assumed Names

Name Status Expiration Date
ROSE MARY C. BROOKS PLACE Inactive 2023-01-15

Filings

Name File Date
Annual Report 2024-02-28
Annual Report 2023-03-16
Reinstatement Certificate of Existence 2022-10-04
Reinstatement 2022-10-04
Reinstatement Approval Letter Revenue 2022-10-04
Reinstatement Approval Letter Revenue 2022-10-04
Administrative Dissolution 2022-10-04
Reinstatement Certificate of Existence 2021-01-15
Reinstatement 2021-01-15
Reinstatement Approval Letter Revenue 2021-01-15

Tax Exempt

EIN Type of Organization Exempt Organization Status Address Ruling Date
61-1370614 Corporation Unconditional Exemption 200 ROSEMARY DRIVE, WINCHESTER, KY, 40391-2561 2001-07
In Care of Name % ED MASTREAN
Group Exemption Number 0000
Subsection Charitable Organization, Educational Organization, Literary Organization, Organization to Prevent Cruelty to Animals, Organization to Prevent Cruelty to Children, Organization for Public Safety Testing, Religious Organization, Scientific Organization
Affiliation Independent - This code is used if the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Classification Government Instrumentality, Title-Holding Corporation, Charitable Organization, Agricultural Organization, Board of Trade, Pleasure, Recreational, or Social Club, Fraternal Beneficiary Society, Order or Association, Voluntary Employees' Beneficiary Association (Non-Govt. Emps.), Domestic Fraternal Societies and Associations, Teachers Retirement Fund Assoc., Benevolent Life Insurance Assoc., Burial Association, Credit Union, Mutual Insurance Company or Assoc. Other Than Life or Marine, Corp. Financing Crop Operations, Supplemental Unemployment Compensation Trust or Plan, Employee Funded Pension Trust (Created Before 6/25/59), Post or Organization of War Veterans, Legal Service Organization, Black Lung Trust, Multiemployer Pension Plan, Veterans Assoc. Formed Prior to 1880, Trust Described in Sect. 4049 of ERISA, Title Holding Co. for Pensions, etc., State-Sponsored High Risk Health Insurance Organizations, State-Sponsored Workers' Compensation Reinsurance, ACA 1322 Qualified Nonprofit Health Insurance Issuers, Apostolic and Religious Org. (501(d)), Cooperative Hospital Service Organization (501(e)), Cooperative Service Organization of Operating Educational Organization (501(f)), Child Care Organization (501(k)), Charitable Risk Pool, Qualified State-Sponsored Tuition Program, 4947(a)(1) - Private Foundation (Form 990PF Filer)
Deductibility Contributions are deductible.
Foundation Organization that receives a substantial part of its support from a governmental unit or the general public 170(b)(1)(A)(vi)
Tax Period 2023-12
Asset 1,000,000 to 4,999,999
Income 1,000,000 to 4,999,999
Filing Requirement 990 (all other) or 990EZ return
PF Filing Requirement No 990-PF return
Accounting Period Dec
Asset Amount 2687778
Income Amount 2508552
Form 990 Revenue Amount 1934074
National Taxonomy of Exempt Entities Housing & Shelter: Senior Citizens' Housing/Retirement Communities
Sort Name -

Publication 78 Data
Description Organizations eligible to receive tax-deductible charitable contributions. Users may rely on this list in determining deductibility of their contributions.
On Publication 78 Data List Yes
Deductibility Type of organization and use of contribution: A public charity. Deductibility Limitation: 50% (60% for cash contributions)

Copies of Returns (990, 990-EZ, 990-PF, 990-T)
Organization Name WINCHESTER RETIREMENT PLACE INC
EIN 61-1370614
Tax Period 202212
Filing Type E
Return Type 990
File View File
Organization Name WINCHESTER RETIREMENT PLACE INC
EIN 61-1370614
Tax Period 202112
Filing Type E
Return Type 990
File View File
Organization Name WINCHESTER RETIREMENT PLACE INC
EIN 61-1370614
Tax Period 201912
Filing Type E
Return Type 990
File View File
Organization Name WINCHESTER RETIREMENT PLACE INC
EIN 61-1370614
Tax Period 201812
Filing Type E
Return Type 990
File View File
Organization Name WINCHESTER RETIREMENT PLACE INC
EIN 61-1370614
Tax Period 201712
Filing Type E
Return Type 990
File View File
Organization Name WINCHESTER RETIREMENT PLACE INC
EIN 61-1370614
Tax Period 201612
Filing Type E
Return Type 990
File View File
Organization Name WINCHESTER RETIREMENT PLACE INC
EIN 61-1370614
Tax Period 201512
Filing Type E
Return Type 990
File View File

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
1365138307 2021-01-17 0457 PPS 200 Rosemary Dr, Winchester, KY, 40391-2561
Loan Status Date 2021-09-14
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 145295
Loan Approval Amount (current) 145295
Undisbursed Amount 0
Franchise Name -
Lender Location ID 26796
Servicing Lender Name Peoples Exchange Bank
Servicing Lender Address 101 N Main St, WINCHESTER, KY, 40391-2607
Rural or Urban Indicator U
Hubzone N
LMI Y
Business Age Description Existing or more than 2 years old
Project Address Winchester, CLARK, KY, 40391-2561
Project Congressional District KY-06
Number of Employees 24
NAICS code 623110
Borrower Race White
Borrower Ethnicity Not Hispanic or Latino
Business Type Non-Profit Organization
Originating Lender ID 26796
Originating Lender Name Peoples Exchange Bank
Originating Lender Address WINCHESTER, KY
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 146118.34
Forgiveness Paid Date 2021-08-16
4380107010 2020-04-03 0457 PPP 200 ROSE MARY DRIVE, WINCHESTER, KY, 40391-2561
Loan Status Date 2021-02-16
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 138600
Loan Approval Amount (current) 138600
Undisbursed Amount 0
Franchise Name -
Lender Location ID 26796
Servicing Lender Name Peoples Exchange Bank
Servicing Lender Address 101 N Main St, WINCHESTER, KY, 40391-2607
Rural or Urban Indicator U
Hubzone N
LMI Y
Business Age Description Existing or more than 2 years old
Project Address WINCHESTER, CLARK, KY, 40391-2561
Project Congressional District KY-06
Number of Employees 27
NAICS code 623110
Borrower Race White
Borrower Ethnicity Not Hispanic or Latino
Business Type Non-Profit Organization
Originating Lender ID 26796
Originating Lender Name Peoples Exchange Bank
Originating Lender Address WINCHESTER, KY
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 139731.9
Forgiveness Paid Date 2021-01-25

Motor Carrier Census

USDOT Number Carrier Operation MCS-150 Form Date MCS-150 Mileage MCS-150 Year Power Units Drivers Operation Classification
2361008 Intrastate Non-Hazmat 2024-07-10 129864 2024 1 4 Priv. Pass. (Business)
Legal Name WINCHESTER RETIREMENT PLACE INC
DBA Name ROSE MARY C BROOKS PLACE
Physical Address 200 ROSE MARY DRIVE, WINCHESTER, KY, 40391, US
Mailing Address 200 ROSE MARY DRIVE, WINCHESTER, KY, 40391, US
Phone (859) 745-4904
Fax (859) 745-4905
E-mail BRIANELLIGSON@BROOKSPLACE.ORG

Safety Measurement System - All Transportation
Total Number of Inspections for the measurement period (24 months) 0
Driver Fitness BASIC Serious Violation Indicator No
Vehicle Maintenance BASIC Acute/Critical Indicator No
Unsafe Driving BASIC Acute/Critical Indicator No
Driver Fitness BASIC Roadside Performance measure value 0
Hours-of-Service (HOS) Compliance BASIC Roadside Performance measure value 0
Total Number of Driver Inspections for the measurment period 0
Vehicle Maintenance BASIC Roadside Performance measure value 0
Total Number of Vehicle Inspections for the measurement period 0
Controlled Substances and Alcohol BASIC Roadside Performance measure value 0
Unsafe Driving BASIC Roadside Performance Measure Value 0
Number of inspections with at least one Driver Fitness BASIC violation 0
Number of inspections with at least one Hours-of-Service BASIC violation 0
Total Number of Driver Inspections containing at least one Driver Out-of-Service Violation 0
Number of inspections with at least one Vehicle Maintenance BASIC violation 0
Total Number of Vehicle Inspections containing at least one Vehicle Out-of-Service violation 0
Number of inspections with at least one Controlled Substances and Alcohol BASIC violation 0
Number of inspections with at least one Unsafe Driving BASIC violation 0

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Sources: Kentucky Secretary of State

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