DEVON OAKS ASSISTED LIVING CORPORATION: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- DEVON OAKS ASSISTED LIVING CORPORATION (EIN 34-1927224)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-05-13
- IRS object ID
- 202431349349304003
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-13T08:58:29-07:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 341927224 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Devon Oaks Assisted Living Corporation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DEVO | BusinessNameControlTxt |
| Phone | 4405404700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2345 Crocker Road | AddressLine1Txt |
| City | Westlake | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44145 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Kathleen Shields | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Signature | 2024-05-13 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Kathleen | PersonFirstNm |
| Person Last | Shields | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Richard M Boyson Jr | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 26376 John Rd | AddressLine1Txt |
| City | Olmsted Township | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44138 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,437,692 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.elizajennings.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2000 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | Devon Oaks is Eliza Jennings' assisted living facility in Westlake, Ohio. This community incorporates residential services, assistance with daily living, and memory support for older adults experiencing early & mid-stage Alzheimer's and dementia. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 88 | TotalEmployeeCnt |
| Total Volunteers | 595 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $354,696 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,377 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $4,345,444 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $4,398,507 | CYProgramServiceRevenueAmt |
| CY Investment Income | $0 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$81,357 | PYOtherRevenueAmt |
| CY Other Revenue | $34,808 | CYOtherRevenueAmt |
| PY Total Revenue | $4,618,783 | PYTotalRevenueAmt |
| CY Total Revenue | $4,437,692 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,869,845 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,782,709 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $15,072 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,268,984 | PYOtherExpensesAmt |
| CY Other Expenses | $2,743,301 | CYOtherExpensesAmt |
| PY Total Expenses | $4,138,829 | PYTotalExpensesAmt |
| CY Total Expenses | $4,526,010 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $479,954 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$88,318 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $45,800 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,183,249 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $45,223 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,891,151 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $577 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$707,902 | NetAssetsOrFundBalancesEOYAmt |
| Mission | We affirm the dignity and individual worth of older adults and their right to attain the highest possible quality of life. We strive to nurture and sustain their physical, emotional, intellectual, social and spiritual health. We are committed to having a community in which every member is equally respected, valued and empowered. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $2,920,817 | ExpenseAmt |
| Desc | Devon Oaks is a premier Eliza Jennings community, operating 54 assisted living units and 12 memory support units, that supports older adult residents needing assistance with activities of daily living and who are experiencing mid-stage Alzheimer's disease and related dementia. The organization is focused on maximizing the quality of life for residents through a person-centered care philosophy. This philosophy has transformed the culture of our facility and perception of elders' needs to an environment that more closely resembles home and promotes preference and choice.Devon Oaks offers residents and families peace of mind by providing services that include: licensed, professional staff on duty 24 hours a day; access to a physician and nurse practitioner; medication management provided by in-house clinical staff; transportation to hospital and physician appointments as well as community events; full-time physical therapist; 24-hour assistance with activities of daily living such as dressing, meals, mobility, and hygiene; meaningful activities that promote engagement and socialization; memory support care; and respite care. Devon Oaks operates within the Eliza Jennings Senior Care Network, a provider of residential and community-based aging services which includes Eliza Jennings Inc., Olmsted Assisted Living Corp, Olmsted Health & Services, Olmsted Resident Corp, Northeast Ohio Home Care, offering home and community-based services; Acacia Place Adult Day Center, and the flagship community Eliza Jennings Home.Eliza Jennings is committed to offering compassionate care and support to individuals and their families who are facing advanced illness and end-of-life care decisions. The Eliza Jennings Senior Care Network offers hospice services though Northeast Ohio Hospice, which is geared to providing choices that sustain dignity and autonomy while enhancing comfort and quality of life during this difficult time.As a nationally recognized innovator and expert in aging services, Eliza Jennings offers a full range of memory support services and programming throughout its residential communities and adult day program, including Devon Oaks. | Desc |
| Total Program Service Expenses | $2,920,817 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 30 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 88 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Kathleen Shields | PersonNm |
| Phone | 4405404700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 26376 John Rd | AddressLine1Txt |
| City | Olmsted Township | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44138 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| Richard M Boyson Jr | |||||||
| President & CEO | 0.00 | 40.00 | Yes (X) | Yes (X) | $0 | $327,029 | $42,466 |
| Kathleen M Shields | |||||||
| CFO | 0.00 | 40.00 | Yes (X) | $0 | $200,734 | $4,385 | |
| Jennifer Griveas | |||||||
| VP of Legal | 0.00 | 40.00 | Yes (X) | $0 | $160,097 | $7,281 | |
| Sheryl Sereda | |||||||
| CAO | 0.00 | 40.00 | $0 | $151,148 | $7,218 | ||
| Michael Gray | |||||||
| CIO | 0.00 | 40.00 | Yes (X) | $0 | $130,974 | $1,631 | |
| Richard L Fletcher | |||||||
| Trustee | 0.00 | 4.00 | Yes (X) | $0 | $0 | $0 | |
| Alayne J Fodor | |||||||
| Trustee | 0.00 | 4.00 | Yes (X) | $0 | $0 | $0 | |
| Glenn S Krassen | |||||||
| Secretary | 0.00 | 4.00 | Yes (X) | $0 | $0 | $0 | |
| Brendan Lawlor | |||||||
| Trustee | 0.00 | 4.00 | Yes (X) | $0 | $0 | $0 | |
| Michelle R Messina | |||||||
| Trustee | 0.00 | 4.00 | Yes (X) | $0 | $0 | $0 | |
| Richard L Fox | |||||||
| Trustee | 0.00 | 4.00 | Yes (X) | $0 | $0 | $0 | |
| James Rogerson | |||||||
| Trustee | 0.00 | 4.00 | Yes (X) | $0 | $0 | $0 | |
| Patricia M Scanlon | |||||||
| Trustee | 0.00 | 4.00 | Yes (X) | $0 | $0 | $0 | |
| Terrie Tenk Shrock | |||||||
| Trustee | 0.00 | 4.00 | Yes (X) | $0 | $0 | $0 | |
| Allen R Tracy | |||||||
| Treasurer | 0.00 | 4.00 | Yes (X) | $0 | $0 | $0 | |
| Rick J Weigle Jr | |||||||
| Trustee | 0.00 | 4.00 | Yes (X) | $0 | $0 | $0 | |
| Margaret G Weitzel | |||||||
| Chair | 0.00 | 4.00 | Yes (X) | $0 | $0 | $0 | |
| Hilton Young | |||||||
| Trustee | 0.00 | 4.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Reportable Comp Rltd Org | $969,982 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $62,981 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| IntelyCare Inc | |||||
| PO Box 787317 | Philadelphia | PA | 19178 | Health care | $408,839 |
| BrightStar Care | |||||
| 7029 Pearl Rd Ste 310 | Middleburg Heights | OH | 44130 | Personal care | $152,380 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $4,377 | AllOtherContributionsAmt |
| Total Contributions | $4,377 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| Ancillary Services | $63,792 | $63,792 |
| Participant revenue | $176,006 | $176,006 |
| Resident services | $4,158,709 | $4,158,709 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $4,398,507 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| Meals | $15,605 | $15,605 |
| Miscellaneous Income | $19,203 | $19,203 |
| Unreal Gain(Loss) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $34,808 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,437,692 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,433,315 | RelatedOrExemptFuncIncomeAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,561,826 | TotalAmt |
| Program Services | $1,486,602 | ProgramServicesAmt |
| Management And General | $75,224 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,726 | TotalAmt |
| Program Services | $2,649 | ProgramServicesAmt |
| Management And General | $77 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,800 | TotalAmt |
| Program Services | $79,407 | ProgramServicesAmt |
| Management And General | $2,393 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $136,357 | TotalAmt |
| Program Services | $132,317 | ProgramServicesAmt |
| Management And General | $4,040 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,559,217 | TotalAmt |
| Program Services | $63,189 | ProgramServicesAmt |
| Management And General | $1,480,956 | ManagementAndGeneralAmt |
| Fundraising | $15,072 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,031 | TotalAmt |
| Program Services | $1,000 | ProgramServicesAmt |
| Management And General | $31 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,675 | TotalAmt |
| Program Services | $14,675 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,567 | TotalAmt |
| Management And General | $13,567 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $235 | TotalAmt |
| Program Services | $228 | ProgramServicesAmt |
| Management And General | $7 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $159,381 | TotalAmt |
| Program Services | $159,381 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $489 | TotalAmt |
| Program Services | $474 | ProgramServicesAmt |
| Management And General | $15 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,131 | TotalAmt |
| Program Services | $3,018 | ProgramServicesAmt |
| Management And General | $113 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $176,018 | TotalAmt |
| Program Services | $176,018 | ProgramServicesAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $290,195 | TotalAmt |
| Program Services | $281,437 | ProgramServicesAmt |
| Management And General | $8,758 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,371 | TotalAmt |
| Program Services | $67,290 | ProgramServicesAmt |
| Management And General | $2,081 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Supplies | $331,835 | $331,835 | |
| Miscellaneous | $53,990 | $51,997 | $1,993 |
| Bad Debt | $40,353 | $40,353 | |
| Repairs & Maint | $21,360 | $20,762 | $598 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,453 | TotalAmt |
| Program Services | $8,185 | ProgramServicesAmt |
| Management And General | $268 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,526,010 | TotalAmt |
| Program Services | $2,920,817 | ProgramServicesAmt |
| Management And General | $1,590,121 | ManagementAndGeneralAmt |
| Fundraising | $15,072 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $813,117 | BOYAmt |
| EOY | $649,933 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $122,414 | BOYAmt |
| EOY | $120,283 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,326 | BOYAmt |
| EOY | $5,760 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $9,049,403 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,842,130 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,469,672 | BOYAmt |
| EOY | $3,207,273 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$4,365,729 | BOYAmt |
| EOY | $200,000 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,800 | BOYAmt |
| EOY | $4,183,249 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $266,132 | BOYAmt |
| EOY | $306,561 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,090 | BOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$298,999 | BOYAmt |
| EOY | $4,584,590 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,223 | BOYAmt |
| EOY | $4,891,151 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $577 | BOYAmt |
| EOY | -$713,699 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $5,797 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $577 | BOYAmt |
| EOY | -$707,902 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,800 | BOYAmt |
| EOY | $4,183,249 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$88,318 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | -$620,161 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,445 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,468 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $135,216 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $354,696 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,377 | CurrentTaxYearAmt |
| Total | $502,202 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,029,012 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,143,666 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,923,342 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,345,445 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,398,507 | CurrentTaxYearAmt |
| Total | $20,839,972 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,031,457 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,149,134 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,058,558 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,700,141 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,402,884 | CurrentTaxYearAmt |
| Total | $21,342,174 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $21,342,174 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,048 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | -$6,691 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | -$23,916 | CurrentTaxYearMinus2YearsAmt |
| Total | -$28,559 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,048 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | -$6,691 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | -$23,916 | CurrentTaxYearMinus2YearsAmt |
| Total | -$28,559 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $4,634 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $133,260 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | -$81,357 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $34,808 | CurrentTaxYearAmt |
| Total | $91,345 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,033,505 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,147,077 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,167,902 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,618,784 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,437,692 | CurrentTaxYearAmt |
| Total | $21,404,960 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99710 | PublicSupportCY509Pct |
| Public Support PY509 | 1.00000 | PublicSupportPY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $934,880 | OtherCostOrOtherBasisAmt |
| Book Value | $934,880 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,446,262 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,739,579 | DepreciationAmt |
| Book Value | $1,706,683 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,115,362 | OtherCostOrOtherBasisAmt |
| Depreciation | $603,223 | DepreciationAmt |
| Book Value | $512,139 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $261,142 | OtherCostOrOtherBasisAmt |
| Depreciation | $236,525 | DepreciationAmt |
| Book Value | $24,617 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $291,757 | OtherCostOrOtherBasisAmt |
| Depreciation | $262,803 | DepreciationAmt |
| Book Value | $28,954 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $3,207,273 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Intercompany Payable | $4,583,590 |
| Resident deposits | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $4,584,590 | TotalLiabilityAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | Yes (true) | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | Yes (true) | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt |
|---|---|---|---|---|---|
| Jennifer Griveas | |||||
| VP of Legal | $149,097 | $11,000 | $865 | $6,416 | $167,378 |
| Kathleen M Shields | |||||
| CFO | $189,534 | $11,200 | $865 | $3,520 | $205,119 |
| Richard M Boyson Jr | |||||
| President & CEO | $302,029 | $25,000 | $25,865 | $16,601 | $369,495 |
| Sheryl Sereda | |||||
| CAO | $141,548 | $9,600 | $865 | $6,353 | $158,366 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 6b: Explanation of organization compensation contingent on net earnings from related or | FormAndLineReferenceDesc |
| Explanation | Bonus programs apply to select individuals shown in form 990, Part VII, Section A line 1a. Cirteria is based on actual versus budgeted financial performance and other non financial criteria. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, Line 11b | The return and accompanied schedules and statements are prepared by the Accounting Department and initially reviewed by the CFO. The Finance Committee has reviewed draft versions of the returns over the years, and is annually provided a high level summary of any changes before the returns are finalized. A final copy of Form 990, including all schedules, is provided to the Board of Trustees via a Trustee website; and then filed electronically with the IRS. Scope of review will be on material compliance issues. |
| Form 990, Part VI, Section B, Line 12c | The conflict of interest policy is updated and monitored annually to ensure strict compliance by the governing body and Board of Trustees. Annually, the conflict of interest questionnaire is circulated to all Trustees, Officers, Directors, Administrators and Managers. The questionnaire asks members to divulge entities in which they have a direct personal financial interest and the nature and extent of that interest; as well as their awareness of any existing contract or transaction between the corporation and themselves or any other entity in which they have a direct personal financial interest. Additionally, the agenda for each Board meeting includes discussion regarding any new conflicts of interest. In the event a conflict arises, the conflicted individual is not permitted to vote on the matter or participate in the discussion. A person independent of the individual makes decisions about the transaction. The discussions and decision are documented in the organization's Minutes. |
| Form 990, Part VI, Section B, Line 15b | Compensation decisions for all Officers and Key Employees listed in Part VII are determined by their immediate supervisor and documented in their personnel file after a formal evaluation process and review of comparability data published in salary guides as well as Leading Ages (a senior living trade association) CEMO survey which studies executive compensation. Detailed salary information is also included in the annual budgets which are approved by the Board of Trustees. Compensation for the CEO is determined by a Board Compensation Committee via a formal evaluation process which includes goals determined mutually by the Board of Trustees and the CEO at the beginning of each year. Leading Ages annual CEMO survey is also used as a benchmark in determining the CEOs compensation. The full Board of Trustees (without the CEO present), determines the final compensation following its deliberation of the amount recommended by the Board Compensation Committee. |
| Form 990, Part VI, Section C, Line 19 | Tax returns can be retrieved at www.guidestar.org and financial statements and other continuing disclosure information are reported quarterly to stakeholders and posted on the Electronic Municipal Market Access (EMMA) website at emma.msrb.org. |
| Form 990, Part XI, Line 9 | = $0 |
| Form 990, Part XI, Line 9 | = $0 |
| Form 990, Part XI, Line 9 | Change in Temp Restricted Net Assets = -$48929 |
| Form 990, Part XI, Line 9 | Forgiveness of Intercompany Debt = -$577029 |
| Form 990, Part XI, Line 9 | Increase in Temp & Perm Restricted Net Assets = $5797 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Eliza Jennings Inc | |||||||||||
| 26376 John Road | Olmsted Township | OH | 44138 | 341507703 | Management & admin services to related parties | OH | 501 (c)(3) | 9 | N/A | false | |
| Eliza Jennings Senior Care Network | |||||||||||
| 26376 John Rd | Olmsted Township | OH | 44138 | 341560243 | Management and admin support to related parties | OH | 501(c)(3) | 9 | N/A | false | |
| Olmsted Assisted Living Co | |||||||||||
| 26376 John Road | Olmsted Township | OH | 44138 | 341833994 | Assisted living community | OH | 501 (c)(3) | 9 | N/A | false | |
| Olmsted Health & Services | |||||||||||
| 26376 John Road | Olmsted Township | OH | 44138 | 341560247 | Nursing care community | OH | 501 (c)(3) | 9 | N/A | false | |
| Olmsted Residence Corp | |||||||||||
| 26376 John Road | Olmsted Township | OH | 44138 | 341560249 | Independent living community | OH | 501(c)(3) | 9 | N/A | false | |
| Eliza Jennings Home | |||||||||||
| 10603 Detroit Avenue | Cleveland | OH | 44102 | 341166722 | Nursing care community | OH | 501 (c) (3) | 9 | false | NA | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| EJLinks | ||||||||||
| 26111 John Rd | Olmsted Township | OH | 44138 | 341679177 | Golf course | OH | N/A | C Corp | 1.00000 | false |
| Eliza Holding | ||||||||||
| 26376 John Rd | Olmsted Township | OH | 44138 | 341697748 | Holding Company | OH | N/A | C Corp | 1.00000 | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (true) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |