Village Shalom, Inc.
5500 West 123rd Street
Overland Park KS 66209
Web and Phone Contact
Telephone (913) 317-2600
Mission Statement
Our Mission is to nurture the physical, emotional, social, and spiritual well-being of every individual whom we are privileged to serve, inspired by our heritage as a Jewish-sponsored continuing-care retirement community.  Our vision is to enable senior adults to flourish in a safe, caring, compassionate community.
Leadership
CEO/Executive Director Mr. Matthew E. Lewis
Board Chair Frank Lipsman
Board Chair Company Affiliation Kreamer Kincaid Taylor Lipsman Arney Wait & Bottaro, L.C.
History and Background
Year of Incorporation 1996
Former Names
Shalom Geriatric Center
Jewish Geriatric and Convalescent Center
Michael Appleman Home for Aged Jews
Volunteer Opportunities
Ways to donate, support, or volunteer
Donations to Village Shalom are accepted anytime on our website at www.villageshalom.org/donate.  
 
We are always happy to have community volunteers interact with our residents and help with special events at Village Shalom.  Each year we host an 'un-gala', Ages of Excellence Celebration which benefits our Financial Assistance Program. Check out our website to get involved! 
Financial Summary
Revenue Expense Area Graph

Comparing revenue to expenses shows how the organizations finances fluctuate over time.

Source: IRS Form 990

 Breakdown
Net Gain/Loss:    in 
Note: When component data are not available, the graph displays the total Revenue and/or Expense values.
Statements
Mission Statement Our Mission is to nurture the physical, emotional, social, and spiritual well-being of every individual whom we are privileged to serve, inspired by our heritage as a Jewish-sponsored continuing-care retirement community.  Our vision is to enable senior adults to flourish in a safe, caring, compassionate community.
Background Statement
In 1902, a group of Orthodox Jews met in a storeroom in Kansas City, Missouri to discuss how to best care for elderly in their community. Their vision assumed tangibility with the chartering of the Moshav Zkeinim Home for the Aged Society in 1912. In 1919, Herman Appleman donated a 14-room structure, at 29th and Troost, to the society. The Michael Appleman Home for Aged Jews, named in honor of Herman’s son, would serve Kansas City’s Jewish elders for the next 30 years.
 
 
By the late 1940s, there was enough funding for a much needed expansion leading to the dedication of the Home for the Jewish Aged on September 3, 1950. The new facility, at 78th and Holmes, provided accommodations for 76 residents. By 1967, the number of non-Jewish residents had increased, prompting a name change to the Jewish Home for the Aged.
 
With the addition of short-term rehabilitation and convalescent care units—a component that remains an essential part of our organization today—the name changed, yet again, in 1970, to the Jewish Geriatric and Convalescent Center (JGCC).
  
In the mid-‘80s, the JGCC underwent a major renovation and expansion to better serve the growing population of older adults in the area. The project included a 65-unit expansion for Shalom Plaza, as well as 15-bed Alzheimer’s and Related Dementias Unit. Elucidating that the geriatric center and Shalom Plaza were part of the same organization, the JGCC would now be known as the Shalom Geriatric Center. 
 
By the 1990s much of the Kansas City area’s Jewish community and institutions had migrated to southern Johnson County, Kansas. Shalom Geriatric Center leaders envisioned constructing a state-of-the-art facility close to their constituency. A major capital campaign that raised over $19 million would bring this vision to life. Ground broke on a 26-acre continuing-care retirement community located at 123rd and Nall in October, 1998. 
  
Village Shalom opened in June 2000, featuring 64 independent living villas, 54 assisted living apartments, 52 skilled nursing rooms and 36 suites for those experiencing Alzheimer’s and other dementia-related illnesses. As the care continuum has evolved, so, too, has the population served, with a third of residents identifying as something other than Jewish. The next decade would bring numerous awards of excellence from state and national organizations. In May 2012 Village Shalom celebrated a century of service to Kansas City families and in July 2018 Village Shalom broke ground on a $54 million expansion project.
Impact Statement
  1. Village Shalom’s new Mission, Vision and Core Values statement is reflective of our Jewish heritage, while also recognizing and celebrating the fact that we serve an increasingly diverse population of residents, families and community members through a progressively disparate group of staff and volunteers. This mission statement honors that diversity.
  2. The organization-wide Electronic Medical Records launch was a team achievement in technology, training, and logistics. All nurses’ stations and “med carts” throughout the campus now feature paperless documentation of everything from residents’ medication doses to dietary restrictions to leisure and activity preferences.
 
Goals: 
  1. Continued Strategic Planning/Expansion Project —The Board, management team, along with various industry professionals, have worked to develop a comprehensive strategic plan to ensure the long-term success of our organization through a major community expansion and repositioning.  We broke ground on this expansion in July 2018.  
  2. Staffing Initiatives—Due to the increased competition in our primary market area and the tightening job market, recruitment of qualified employees has become more challenging. In response to the changing employee market, the organization is reviewing and updating its Human Resources’ plan.
  3. Leadership/Management Training & Development —The department directors, supervisors and executive staff will all participate in leadership/management training that will include, among other things, the following: self-assessment; decision making; motivating and managing others; delegating; communication and listening skills; team work; work/life balance; change management; etc.
Needs Statement
  1. Financial Assistance—The Financial Assistance Program provides support for seniors living at Village Shalom who no longer have the financial means to pay for the cost of their care.  This subsidy totals an average of $1.5 million annually and covers the cost of residential care in its entirety.
  2. Resident Programming—Program options range from in-room, small-group or independent activities to large gatherings, entertainment and extensive social interaction. Programs are offered in neighborhoods and common areas, as well as off site with transportation provided. Support for Resident Programming makes this wide variety of activities possible.
  3. General Operating Fund—General operating contributions provide for Village Shalom’s consistent and pressing needs, such as: maintenance and improvements to our physical plant, the purchase and upkeep of equipment, and advanced technologies that enhance every aspect of resident care and comfort.
  4. Volunteer Program—Volunteers work as an extension of our employees and in tandem with our programming staff. Contributions to the volunteer program go towards: staffing costs; volunteer recruitment; orientation and marketing; volunteer recognition; supplies; training and education; and a volunteer program tracking software.
Service Categories
Supportive Housing for Older Adults
Areas of Service
KS - Johnson County
MO - Jackson County
MO - Clay County
MO - Platte County
KS - Wyandotte County
MO - Jackson County Urban Core
KS
MO
Geographic Area Served Narrative Village Shalom is located in south Overland Park, Kansas on the northwest corner of the intersection of 123rd Street and Nall Avenue.  Our expansion project is being constructed on the current campus site.  Village Shalom serves families of all faiths and backgrounds throughout the Greater Kansas City Metropolitan Area.  It is, however, the only Jewish-sponsored Continuing Care Retirement Community (CCRC) in the state of Kansas, and also the only one within 200 miles of the Kansas City metropolitan area.  
CEO/Executive Director/Board Chair Statement In the complex and rapidly evolving sector of senior care the future of the industry is in many ways uncharted territory. Providers are challenged to meet the increasing needs of seniors while supporting their desires to age in place. While individuals are living longer, often outliving their assets, they are frequently living with more acute illnesses or chronic diseases. The costs of medical and long-term care are increasing year to year much faster than the consumer price index. Entitlement programs such as Medicare and Social Security are destined for massive restructuring in the face of budget deficits and an approaching tidal wave of aging baby boomers. 
 
Like all non-profit organizations, Village Shalom faces difficult decisions with prioritizing its philanthropic needs. In order to continue providing the best possible care for our residents, including those who do not have the monetary resources, while meeting the needs of increasing numbers of seniors, we must rely on the generosity of donors. 
 
The Financial Assistance Fund at Village Shalom provides essential, life-sustaining care to seniors who do not have the monetary resources to cover the cost of their care. Village Shalom directs funds to four areas of care: skilled nursing, memory-care suites, assisted living, and the day-stay (memory care) program. Each of these types of subsidy provided by the Financial Assistance Fund is a lifeline to the individual in need, as well as for their family members. While this program has been and will continue to be our organization’s most important work, it cannot continue without the generous support of donors. With the steadfast support of our partnering agencies and the community, we can continue this longstanding tradition.
 
The result of such challenges is a comprehensive strategic planning process that will evolve to meet the needs of our future residents. Our future holds great promise for the senior adults of Kansas City. As we take a broad approach to understanding and addressing future needs in our community, we will build on our strong reputation and continue to set the standard for excellence in our industry.
Programs
Description
  • Memory Care: The Shalom Suites provide a comfortable setting for residents living with Alzheimer’s and other dementia-related illness. Staff is trained in the latest techniques to promote resident participation, while honoring residents’ established patterns and routines.
  • Skilled Nursing: The Weinberg Health Center offers private suites for long-term skilled nursing care where residents have around-the-clock access to our caring and compassionate staff. A multidisciplinary team meets to ensure team and family members are informed and involved.
  • Assisted Living: Assisted Living offers four levels of care that include services such as: medication management, bathing and dressing, incontinence assistance, and much more.
  • Rehabilitation Program: The Wang Rehabilitation Center offers physical, occupational, speech and aquatic therapy services to inpatient short-term residents.
  • Independent Living: Village Shalom offers attached and free standing villas, providing a maintenance-free lifestyle.
Category Human Services, General/Other Senior Residential Facilities Programs
Population Served Aging, Elderly, Senior Citizens
Short-Term Success
Employing a holistic approach, program short term success is reflected in residents’ ability to increase their emotional, physical, mental, and spiritual well-being.
Residents also participate in thoughtful and engaging programming activities and a social environment that encourages seniors to lead a fulfilling life and remain connected with family, friends and the community.
Long-Term Success
We believe that seniors enrich our lives through their wisdom and life-long experiences and rightfully deserve to be honored by bringing dignity, choice, compassion, meaning and care to their lives and life transitions.
Success is based on each individual’s unique circumstances and defined as achieving the highest level of independence and quality of life for each person entrusted to our care.
Program Success Monitored By
  • Ongoing, conversations with the residents/family members provide critical feedback. Care conferences, regularly held with the resident, family members/loved ones and staff members, provide time to identify areas of needed improvement.
  • Village Shalom contracts with a third-party to conduct satisfaction surveys with residents, family members and staff.
  • Village Shalom is assessed annually by the Kansas Department for Aging & Disability Services and the Kansas State Fire Marshal. We have in-house measurement tools to assess quality indicators; regularly scheduled staff/resident/ family member conferences and Resident Council meetings; a Quality Improvement committee comprised of an interdisciplinary team of managers who identify areas of concern, develop corrective-action steps, monitor and evaluate progress; and a Resident Care Committee that oversees quality improvement initiatives/ protocols, and monitors quality/outcome measures.
Examples of Program Success
“I find very little at fault here at Village Shalom. Little did I know when we moved here two years ago how caring the community is…I am grateful for the mission that provides a high standard of care and builds a trusting, loving community. Since Don passed away, I have been asked if I would be returning to Marshall, MO. There is no hesitation in my answer. Village Shalom is my home.”
——Village Shalom resident Norma Rutter
 
“Innovative care, it’s what makes Village Shalom different from other long-term care communities.”
— Kathy Greenlee, Assistant Secretary for Aging, U.S. Department of Health & Human Services
 
“Village Shalom University combines the experiences and wisdom of individuals, the natural learning lab of the retirement community, and the dedication of many people to bring a new idea to life. It is an example that I hope will be emulated by other aging-service providers.”
— Debra Zehr, President & CEO, LeadingAge Kansas
Description
  • Outpatient Rehabilitation: The Wang Rehabilitation Center offers physical, occupational, speech and aquatic therapy services to outpatient clients.
  • Spa and Wellness Center: Provides a fitness facility designed especially for seniors. A heated pool, equipment room (strength training equipment, cardiovascular equipment, recumbent bicycles, and weights available) and a fitness room for group exercise classes and wellness classes are available.
Category Human Services, General/Other Senior Services
Population Served Aging, Elderly, Senior Citizens
Program is linked to organization's mssion Yes
Short-Term Success As a provider of Outpatient Rehabilitation services, we know the devastating impact a fall or recovery from surgery or a hospital stay has on families who are often ill-prepared for the physical, emotional, and financial strains that come afterward.  Village Shalom’s rehabilitation therapists help to ease these strains and and make the client's ability to live at home safely and independently their top priority.
Long-Term Success Success is based on each individual’s unique circumstances and defined as achieving the highest level of independence and quality of life for each person.
Program Success Monitored By
The success of the Outpatient Rehabilitation services is evaluated by outcomes, functional gains, and the client’s ability to live at home safely and independently.
Examples of Program Success
Executive Director/CEO
Executive Director Mr. Matthew E. Lewis
Term Start June 2005
Experience
Matt has been a part of Village Shalom for over fifteen years. He has been President and CEO for the past eleven years. Matt has more than 25 years’ experience in the health-care industry.
 
Prior to joining Village Shalom, he founded and served as president of Long Term Care Solutions, Inc., a private consulting agency in St. Joseph, Missouri. He also was president and a partner in the Progressive Health Care Group of St. Joseph, and previously served as vice president of finance for The Groves retirement community in Independence, Missouri, and as chief financial officer of Tiffany Care Centers, Inc., in Mound City, Missouri. Matt started his career in public accounting at BKD, LLP working in the firm’s healthcare audit division.
 
Matt holds a bachelor’s degree in business administration from Rockhurst University in Kansas City, Missouri, and is a certified public accountant and licensed nursing home administrator. He has been a member of numerous professional organizations.
Former CEOs
NameTerm
William E CasperJan 2003 - June 2005
Daniel R RuthJune 1997 - June 2002
Senior Staff
Title President & CEO
Experience/Biography More than 15 years in finance positions in health care settings and consulting.
Title Vice President of Health Care Services
Title Vice President of Hospitality Services
Title Chief Financial Officer
Title Director of Philanthropy & Community Engagement
Title Director of Assisted Living
Title Director of Sales & Marketing
Title Director of Nursing
Title Director of Information Technology
Title Director of Social Services
Title Director of Facilities
Title Director of Human Resources
Title Director of Life Enrichment
Staff
Paid Full-Time Staff 136
Paid Part-Time Staff 30
Paid Contractors 79
Volunteers 216
Retention Rate 72%
Staff Diversity (Ethnicity)
African American/Black 84
Asian American/Pacific Islander 10
Caucasian 137
Hispanic/Latino 13
Native American/American Indian 1
Staff Diversity (Gender)
Female 194
Male 51
Not Specified 0
Formal Evaluations
CEO Formal Evaluation Yes
CEO/Executive Formal Evaluation Frequency Annually
Senior Management Formal Evaluation Yes
Senior Management Formal Evaluation Frequency Annually
Non-Management Formal Evaluation Yes
Non-Management Formal Evaluation Frequency Annually
Plans & Policies
Organization Has a Fundraising Plan Yes
Organization Has a Strategic Plan Yes
Management Succession Plan Under Development
Organization Policy and Procedures Yes
Nondiscrimination Policy Yes
Whistleblower Policy Yes
Document Destruction Policy Yes
Collaborations
Village Shalom is proud to partner with several community organizations: Kansas City Jewish Museum, Kansas Foundation for Medical Care, the Alzheimer's Association Heart of America Chapter, and Johnson County Community College.
Government Licenses
Is your organization licensed by the government? Yes
Board Chair
Board Chair Frank Lipsman
Company Affiliation Kreamer Kincaid Taylor Lipsman Arney Wait & Bottaro, L.C.
Term July 2018 to July 2021
Board Co-Chair
Board Co-Chair Bruce Kershenbaum
Company Affiliation The Kershenbaum Company
Term July 2017 to July 2020
Board Members
NameAffiliation
Michael AbramsLathrop GPM
Simon AbramsPacific Dental Services, Midwest Region President
Allison BereyM:CALIBRATE
Irene E. Bettinger MDPhysician/Retired
Barry FinkFinancial Services/Retired
Robert GershonGrant Thornton, LLP
Karen GlicksteinJackson Lewis, P.C.
Shirley Bush HelzbergLifetime Member
Joseph HiersteinerSeigfreid Bingham, PC
Bruce KershenbaumThe Kershenbaum Company
James KleinMeritage Portfolio Management
Rachel KrantzNon-Profit Development/Retired
Rod MinkinCPA/Retired
Alana MullerCoffee Lunch Coffee
Howard Rosenthal, MDUniversity of Kansas Hospital
Steve RubenHays Company
Tracy ShaftonGilmore Bell
David SpizmanChildren's Hospital Association
Stewart SteinAttorney-Mediator/Retired
Todd StettnerStettner Consulting
Board Demographics - Ethnicity
African American/Black 0
Asian American/Pacific Islander 0
Caucasian 22
Hispanic/Latino 0
Native American/American Indian 0
Board Demographics - Gender
Male 14
Female 8
Unspecified 0
Governance
Board Term Lengths 3
Board Term Limits 3
Board Meeting Attendance % 81%
Written Board Selection Criteria? Yes
Written Conflict of Interest Policy? Yes
Percentage Making Monetary Contributions 100%
Constituency Includes Client Representation No
Number of Full Board Meetings Annually 6
Standing Committees
Development / Fund Development / Fund Raising / Grant Writing / Major Gifts
Finance
Investment
Audit
Financials
Fiscal Year Start Jan 01, 2020
Fiscal Year End Dec 31, 2020
Projected Revenue $17,774,591
Projected Expenses $18,513,982
Endowment Value $1,512,498
Spending Policy Income Only
IRS Letter of Exemption
Foundation Comments
  • FY 2017, 2016, 2015: Financial data reported using IRS Form 990.  
  • Foundation/corporate revenue line items may include contributions from individuals. 
Detailed Financials
 
Revenue SourcesHelpThe financial analysis involves a comparison of the IRS Form 990 and the audit report (when available) and revenue sources may not sum to total based on reconciliation differences. Revenue from foundations and corporations may include individual contributions when not itemized separately.
Fiscal Year201720162015
Foundation and
Corporation Contributions
$2,507,416$2,980,444$1,642
Government Contributions$0$0$0
Federal------
State------
Local------
Unspecified----$0
Individual Contributions------
----$0
$16,161,844$16,219,116$16,406,384
Investment Income, Net of Losses($6,588)($143,951)$1,941
Membership Dues----$0
Special Events$127,257($1,529)$0
Revenue In-Kind----$0
Other$19,332$9,725$5,385
Expense Allocation
Fiscal Year201720162015
Program Expense$15,938,980$15,613,192$15,769,892
Administration Expense$2,223,350$2,014,690$2,053,188
Fundraising Expense$951,596$640,019$485,795
Payments to Affiliates------
Total Revenue/Total Expenses0.981.040.96
Program Expense/Total Expenses83%85%86%
Fundraising Expense/Contributed Revenue------
Assets and Liabilities
Fiscal Year201720162015
Total Assets$44,731,906$38,876,517$39,972,029
Current Assets$6,921,849$2,273,547$10,866,757
Long-Term Liabilities$1,755,371$178,739$1,208,164
Current Liabilities$32,873,433$29,448,262$28,975,871
Total Net Assets$10,103,102$9,249,516$9,787,994
Short-Term Solvency
Fiscal Year201720162015
Current Ratio: Current Assets/Current Liabilities0.210.080.38
Long-Term Solvency
Fiscal Year201720162015
Long-Term Liabilities/Total Assets4%0%3%
Top Funding Sources
Fiscal Year201720162015
Top Funding Source & Dollar Amount --Individual Donor $500,000 --
Second Highest Funding Source & Dollar Amount --Jewish Federation of Greater Kansas City $150,000 --
Third Highest Funding Source & Dollar Amount --Menorah Heritage Foundation $130,000 --
Capital Campaign
Currently in a Capital Campaign? Yes
Campaign Purpose
Village Shalom has always been at the forefront of senior living.  Based on current demographic trends and in preparation for the largest generation we will ever serve, Village Shalom embarked on a major campus expansion and capital campaign in July 2016 to enable us to continue our tradition of excellence in care.
  1. New state-of-the-art therapy gym
  2. A new three-story, 48-residence memory care community designed in the Household Model.
  3. A three-story, 76-apartment independent living community positioned alongside a "Main Street" amenity corridor.
Goal $16,000,000.00
Dates July 2016 to Dec 2020
Amount Raised to Date $11,643,723.00 as of Dec 2019
Capital Campaign Anticipated in Next 5 Years No
Other Documents
Organization Name Village Shalom, Inc.
Address 5500 West 123rd Street
Overland Park, KS 66209
Primary Phone (913) 317-2600
Contact Email info@villageshalom.org
CEO/Executive Director Mr. Matthew E. Lewis
Board Chair Frank Lipsman
Board Chair Company Affiliation Kreamer Kincaid Taylor Lipsman Arney Wait & Bottaro, L.C.
Year of Incorporation 1996
Former Names
Shalom Geriatric Center
Jewish Geriatric and Convalescent Center
Michael Appleman Home for Aged Jews