CREEKSIDE AT THE VILLAGE: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- CREEKSIDE AT THE VILLAGE (EIN 30-0165308)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-05
- IRS object ID
- 202403109349301345
- Schema version
- 2023v5.1
- 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 | 2024-11-05T14:49:58-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 381357951 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANTE & MORAN PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 S HIGH ST SUITE 100 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43215 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 300165308 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CREEKSIDE AT THE VILLAGE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CREE | BusinessNameControlTxt |
| Phone | 6145590332 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2200 WELCOME PLACE | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 432092897 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TANYA K HAHN | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 6145590332 | PhoneNum |
| Signature | 2024-11-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AMANDA M COON | PreparerPersonNm |
| PTIN | P01754645 | PTIN |
| Phone | 6148493000 | PhoneNum |
| Preparation | 2024-11-04 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | COREY GOLDSAND | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1151 COLLEGE AVENUE | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43209 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $6,606,585 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.WHV.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2003 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | WE ARE AN 83 UNIT RESIDENTIAL ASSISTED LIVING FACILITY AND AN 18 UNIT DEMENTIA ASSISTED LIVINGFACILITY PROVIDING SERVICES FOR THE ELDERLY | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 5 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $85,385 | PYContributionsGrantsAmt |
| CY Contributions Grants | $66,232 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $6,257,974 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $6,473,991 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,233 | PYInvestmentIncomeAmt |
| CY Investment Income | -$1,924 | CYInvestmentIncomeAmt |
| PY Other Revenue | $54,978 | PYOtherRevenueAmt |
| CY Other Revenue | $61,955 | CYOtherRevenueAmt |
| PY Total Revenue | $6,399,570 | PYTotalRevenueAmt |
| CY Total Revenue | $6,600,254 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,812,005 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,531,049 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,297,898 | PYOtherExpensesAmt |
| CY Other Expenses | $4,715,701 | CYOtherExpensesAmt |
| PY Total Expenses | $7,109,903 | PYTotalExpensesAmt |
| CY Total Expenses | $7,246,750 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$710,333 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$646,496 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $18,442,890 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,978,476 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $20,992,157 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $21,174,239 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$2,549,267 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$3,195,763 | NetAssetsOrFundBalancesEOYAmt |
| Mission | WE ARE AN 83 UNIT RESIDENTIAL ASSISTED LIVING FACILITY AND AN 18 UNIT DEMENTIA ASSISTED LIVING FACILITY PROVIDING SERVICES FOR THE ELDERLY | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,455,809 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $6,473,991 | RevenueAmt |
| Desc | WE ARE AN 83 UNIT RESIDENTIAL ASSISTED LIVING FACILITY AND AN 18 UNIT DEMENTIA ASSISTED LIVING FACILITY PROVIDING SERVICES FOR THE ELDERLY | Desc |
| Total Program Service Expenses | $4,455,809 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 27 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TANYA K HAHN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6145590332 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1151 COLLEGE AVE | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43209 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 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 | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|
| KEITH SCHUSS | ||||||||
| SECRETARY | 0.25 | 1.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| IRA KANE | ||||||||
| CHAIRMAN | 0.25 | 1.50 | Yes (X) | $0 | $0 | $0 | ||
| MARK YALE | ||||||||
| FINANCE CHAIR/PAST BOARD CHAIR | 0.25 | 1.50 | Yes (X) | $0 | $0 | $0 | ||
| FRED SUMMER | ||||||||
| DIRECTOR/VICE CHAIR | 0.25 | 1.50 | Yes (X) | $0 | $0 | $0 | ||
| DAVE ANDERSON | ||||||||
| DIRECTOR - PART YEAR | 0.25 | 1.50 | Yes (X) | $0 | $0 | $0 | ||
| JOSH BOKOR | ||||||||
| DIRECTOR | 0.25 | 1.50 | Yes (X) | $0 | $0 | $0 | ||
| ARNOLD GOOD MD | ||||||||
| DIRECTOR | 0.25 | 1.50 | Yes (X) | $0 | $0 | $0 | ||
| AMY KLABEN | ||||||||
| DIRECTOR | 0.25 | 1.50 | Yes (X) | $0 | $0 | $0 | ||
| MARK UNGAR | ||||||||
| DIRECTOR | 0.25 | 1.50 | Yes (X) | $0 | $0 | $0 | ||
| KAREN BOKOR | ||||||||
| DIRECTOR | 0.25 | 1.50 | Yes (X) | $0 | $0 | $0 | ||
| ROSS FRIEDMAN | ||||||||
| DIRECTOR | 0.25 | 1.50 | Yes (X) | $0 | $0 | $0 | ||
| CHERYL HOOKER | ||||||||
| DIRECTOR | 0.25 | 1.50 | Yes (X) | $0 | $0 | $0 | ||
| SAM MARCELLINO | ||||||||
| DIRECTOR | 0.25 | 1.50 | Yes (X) | $0 | $0 | $0 | ||
| MARIAN SCHUDA MD | ||||||||
| DIRECTOR | 0.25 | 1.50 | Yes (X) | $0 | $0 | $0 | ||
| GERRY STEINMAN MD | ||||||||
| DIRECTOR | 0.25 | 1.50 | Yes (X) | $0 | $0 | $0 | ||
| MAXX BLANK | ||||||||
| DIRECTOR | 0.25 | 1.50 | Yes (X) | $0 | $0 | $0 | ||
| SHELBY NATHANS | ||||||||
| DIRECTOR | 0.25 | 1.50 | Yes (X) | $0 | $0 | $0 | ||
| STEVEN STIGLITZ | ||||||||
| DIRECTOR | 0.25 | 1.50 | Yes (X) | $0 | $0 | $0 | ||
| LISA ROGERS | ||||||||
| DIRECTOR | 0.25 | 1.50 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTOPHER C CHRISTIAN | ||||||||
| PRESIDENT & COO - PART YEAR | 1.00 | 44.00 | Yes (X) | $0 | $76,778 | $40 | ||
| COREY A GOLDSAND | ||||||||
| PRESIDENT | 1.00 | 44.00 | Yes (X) | $0 | $0 | $0 | ||
| TANYA HAHN | ||||||||
| CHIEF FINANCIAL OFFICER | 1.00 | 44.00 | Yes (X) | $0 | $0 | $0 | ||
| GARY F ROSENSTEIN | ||||||||
| FORMER CEO | 1.00 | 44.00 | $0 | $104,530 | $7,302 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $181,308 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $7,342 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEALTHCARE SERVICES GROUP INC | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3220 TILLMAN DR SUITE 300 | AddressLine1Txt |
| City | BENSALEM | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19020 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | DINING SERVICES | ServicesDesc |
| Compensation | $101,021 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $65,495 | GovernmentGrantsAmt |
| All Other Contributions | $737 | AllOtherContributionsAmt |
| Total Contributions | $66,232 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RESIDENT REVENUE | Desc |
| Business | 623000 | BusinessCd |
| Total Revenue Column | $6,473,991 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,473,991 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $6,473,991 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,407 | TotalRevenueColumnAmt |
| Exclusion | $4,407 | ExclusionAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $6,331 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -$6,331 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$6,331 | TotalRevenueColumnAmt |
| Exclusion | -$6,331 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| MARKETPLACE/CAFE REVEN | 623000 | $52,435 | $52,435 |
| BEAUTY SALON REVENUE | 623000 | $1,200 | $1,200 |
| RESIDENT FINANCE CHARG | 623000 | $209 | $209 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,111 | TotalRevenueColumnAmt |
| Exclusion | $8,111 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $61,955 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,600,254 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,473,991 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $60,031 | ExclusionAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,097,826 | TotalAmt |
| Program Services | $1,836,685 | ProgramServicesAmt |
| Management And General | $261,141 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,338 | TotalAmt |
| Program Services | $3,867 | ProgramServicesAmt |
| Management And General | $471 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $258,982 | TotalAmt |
| Program Services | $920 | ProgramServicesAmt |
| Management And General | $258,062 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $169,903 | TotalAmt |
| Program Services | $137,110 | ProgramServicesAmt |
| Management And General | $32,793 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $178,226 | TotalAmt |
| Program Services | $22,259 | ProgramServicesAmt |
| Management And General | $155,967 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,920 | TotalAmt |
| Management And General | $49,920 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $583,746 | TotalAmt |
| Program Services | $153,028 | ProgramServicesAmt |
| Management And General | $430,718 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $131,313 | TotalAmt |
| Program Services | $131,313 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,144 | TotalAmt |
| Program Services | $25,775 | ProgramServicesAmt |
| Management And General | $369 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,546,975 | TotalAmt |
| Program Services | $194,481 | ProgramServicesAmt |
| Management And General | $1,352,494 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,746 | TotalAmt |
| Management And General | $5,746 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,791 | TotalAmt |
| Program Services | $5,336 | ProgramServicesAmt |
| Management And General | $1,455 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $574,485 | TotalAmt |
| Program Services | $574,485 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $688,047 | TotalAmt |
| Program Services | $688,047 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $185,917 | TotalAmt |
| Program Services | $185,917 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| SUPPLIES | $703,397 | $496,211 | $207,186 |
| RECRUITMENT | $19,203 | $19,203 | |
| DUES, FEES, AND SUBSCRI | $10,314 | $533 | $9,781 |
| PROVISION FOR BAD DEBTS | -$7,722 | -$7,722 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,199 | TotalAmt |
| Program Services | $7,564 | ProgramServicesAmt |
| Management And General | $5,635 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,246,750 | TotalAmt |
| Program Services | $4,455,809 | ProgramServicesAmt |
| Management And General | $2,790,941 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $386,623 | BOYAmt |
| EOY | $386,165 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $272,734 | BOYAmt |
| EOY | $280,774 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $104,531 | BOYAmt |
| EOY | $113,175 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $22,967,648 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $13,896,833 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,545,246 | BOYAmt |
| EOY | $9,070,815 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,133,756 | BOYAmt |
| EOY | $8,127,547 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,442,890 | BOYAmt |
| EOY | $17,978,476 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $460,390 | BOYAmt |
| EOY | $457,511 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,956,928 | BOYAmt |
| EOY | $15,647,472 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,574,839 | BOYAmt |
| EOY | $5,069,256 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,992,157 | BOYAmt |
| EOY | $21,174,239 | 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 | -$2,554,267 | BOYAmt |
| EOY | -$3,200,763 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,000 | BOYAmt |
| EOY | $5,000 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$2,549,267 | BOYAmt |
| EOY | -$3,195,763 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,442,890 | BOYAmt |
| EOY | $17,978,476 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$646,496 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
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 | $2,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $262,368 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $345,952 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $85,385 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $66,232 | CurrentTaxYearAmt |
| Total | $761,937 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,798,948 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,631,361 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,128,390 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,257,974 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,473,991 | CurrentTaxYearAmt |
| Total | $33,290,664 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,800,948 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,893,729 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,474,342 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,343,359 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,540,223 | CurrentTaxYearAmt |
| Total | $34,052,601 | 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 |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $34,052,601 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,843 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,034 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $604 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,233 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,407 | CurrentTaxYearAmt |
| Total | $9,121 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,843 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,034 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $604 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,233 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,407 | CurrentTaxYearAmt |
| Total | $9,121 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $79,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $40,538 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $37,750 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $54,978 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $61,955 | CurrentTaxYearAmt |
| Total | $274,221 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,881,791 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,935,301 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,512,696 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,399,570 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,606,585 | CurrentTaxYearAmt |
| Total | $34,335,943 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99170 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99140 | PublicSupportPY509Pct |
| Investment Income CY | 0.00030 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00020 | InvestmentIncomePYPct |
| 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
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $20,123,356 | OtherCostOrOtherBasisAmt |
| Depreciation | $11,552,460 | DepreciationAmt |
| Book Value | $8,570,896 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,844,292 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,344,373 | DepreciationAmt |
| Book Value | $499,919 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $9,070,815 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (5 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DUE FROM RELATED PARTY | $6,894,014 |
| REPLACEMENT RESERVE | $522,128 |
| DEFERRED FINANCING FEES | $378,966 |
| MIP & PROPERTY ESCROW | $170,690 |
| RESIDUAL RECEIPT | $161,749 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $8,127,547 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO RELATED PARTY | $4,927,027 |
| SECURITY DEPOSITS | $142,229 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $5,069,256 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $5,586,337 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $5,586,337 | RevenueSubtotalAmt |
| Other Revenues Not Included | $1,013,917 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $1,013,917 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $6,600,254 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $6,232,833 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $6,232,833 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $1,013,917 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,013,917 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $7,246,750 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | INTERCOMPANY RENT 1,013,917. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | INTERCOMPANY RENT 1,013,917. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GARY F ROSENSTEIN | PersonNm |
| Title | FORMER CEO | TitleTxt |
| Base Compensation Filing Org | $0 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $5,769 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $98,761 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $0 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $7,302 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $0 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $111,832 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3 | THE HR COMMITTEE OF THE WEXNER HERITAGE VILLAGE BOARD OF DIRECTORS UTILIZED LOCAL MARKET KNOWLEDGE AND ANNUAL PERFORMANCE EVALUATIONS TO ESTABLISH COMPENSATION FOR EXECUTIVES. THE COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES IS ESTABLISHED BY THE CEO, CFO & PRESIDENT UNDER GUIDELINES ESTABLISHED BY THE BOARD OF DIRECTORS AS PART OF THE BUDGET PROCESS. THE PROCESS IS COMPLETED ANNUALLY AND WAS LAST COMPLETED IN 2023. |
| PART I, LINE 4A | GARY F ROSENSTEIN RECEIVED SEVERANCE PAYMENTS TOTALING $98,076 DURING CALENDAR YEAR 2023. CHRISTOPHER C CHRISTIAN RECEIVED SEVERANCE PAYMENTS TOTALING $38,310 DURING CALENDAR YEAR 2023. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | JOSH BOKOR AND KAREN BOKOR HAVE A FAMILY RELATIONSHIP. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 WAS PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND REVIEWED BY THE CFO PRIOR TO BEING FILED WITH THE INTERNAL REVENUE SERVICE. THE FORM 990 IS SENT TO THE FULL BOARD PRIOR TO FILING AND WILL BE REVIEWED IN SESSION BY THE FINANCE COMMITTEE AT THEIR NEXT MEETING. |
| FORM 990, PART VI, SECTION B, LINE 12C | TRANSACTIONS WITH INTERESTED PERSONS. A CONTRACT, ACTION, OR OTHER TRANSACTION MAY BE VOID OR VOIDABLE BECAUSE IT IS BETWEEN THE CORPORATION AND ONE OR MORE OF THE DIRECTORS OR OFFICERS OF THE CORPORATION ("OFFICERS"), OR BETWEEN THE CORPORATION AND ANY OTHER PERSON IN WHICH ONE OR MORE OF THE CORPORATION'S DIRECTORS OR OFFICERS ARE DIRECTORS OR OFFICERS OR HAVE A FINANCIAL OR PERSONAL INTEREST, OR BECAUSE ONE OR MORE INTERESTED DIRECTORS OR OFFICERS PARTICIPATE IN OR VOTE AT THE MEETING OF THE DIRECTORS OR OF A COMMITTEE OF THE DIRECTORS THAT AUTHORIZES THE CONTRACT, ACTION, OR TRANSACTION, IF ONE OF THE CIRCUMSTANCES ENUMERATED IN OHIO REVISED CODE SECTION 1702.301 DOES NOT APPLY. COMMON OR INTERESTED DIRECTORS OR OFFICERS MAY BE COUNTED IN DETERMINING THE PRESENCE OF A QUORUM AT A MEETING OF THE DIRECTORS OR OF A COMMITTEE OF THE DIRECTORS THAT AUTHORIZES THE CONTRACT, ACTION, OR TRANSACTION. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE HR COMMITTEE OF THE WEXNER HERITAGE VILLAGE BOARD OF DIRECTORS UTILIZED LOCAL MARKET KNOWLEDGE AND ANNUAL PERFORMANCE EVALUATIONS TO ESTABLISH COMPENSATION FOR EXECUTIVES. THE COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES IS ESTABLISHED BY THE CEO, CFO & PRESIDENT UNDER GUIDELINES ESTABLISHED BY THE BOARD OF DIRECTORS AS PART OF THE BUDGET PROCESS. THE PROCESS IS COMPLETED ANNUALLY AND WAS LAST COMPLETED IN 2023. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. |
| FORM 990, PART XII, LINE 2C: | THE OVERSIGHT PROCESS HAS NOT CHANGED. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| THE CREEKSIDE AT THE VILLAGE REAL ESTATE | |||||||||
| 1151 COLLEGE AVE | COLUMBUS | OH | 43209 | 814242324 | REAL ESTATE OWNER | OH | $1,012,062 | $9,684,263 | CREEKSIDE AT THE VILLAGE |
| COTTAGE REAL ESTATE LLC | |||||||||
| 1151 COLLEGE AVE | COLUMBUS | OH | 43209 | 822986381 | REAL ESTATE OWNER | OH | $243,585 | $1,024,658 | CREEKSIDE AT THE VILLAGE |
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 | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VILLAGE SHALOM APARTMENTS INC | |||||||||||
| 2117 ASTOR AVE | BEXLEY | OH | 43209 | 300159783 | AFFORDABLE HOUSING | OH | 501(C)(3) | LINE 10 | WEXNER HERITAGE VILLAGE | Yes (1) | |
| WHV FOUNDATION | |||||||||||
| 1151 COLLEGE AVENUE | COLUMBUS | OH | 43209 | 311804511 | SUPPORTS RESIDENTS ON WEXNER CAMPUS | OH | 501(C)(3) | LINE 12A, I | WEXNER HERITAGE VILLAGE | Yes (1) | |
| JEWISH COMMUNITY SENIOR CITIZEN HOUSING CORP | |||||||||||
| 1151 COLLEGE AVENUE | COLUMBUS | OH | 43209 | 310908420 | AFFORDABLE SENIOR HOUSING | OH | 501(C)(3) | LINE 10 | WEXNER HERITAGE VILLAGE | Yes (1) | |
| BEXLEY SENIOR CITIZEN HOUSING CORP | |||||||||||
| 2115 ASTOR AVE | COLUMBUS | OH | 43209 | 311356116 | AFFORDABLE SENIOR HOUSING | OH | 501(C)(3) | LINE 10 | WEXNER HERITAGE VILLAGE | Yes (1) | |
| WEXCO SENIOR SERVICES | |||||||||||
| 1151 COLLEGE AVENUE | COLUMBUS | OH | 43209 | 311804673 | HOSPICE AGENCY | OH | 501(C)(3) | LINE 10 | WEXNER HERITAGE VILLAGE | Yes (1) | |
| WEXNER HERITAGE VILLAGE | |||||||||||
| 1151 COLLEGE AVENUE | COLUMBUS | OH | 43209 | 314417962 | SKILLED NURSING CARE | OH | 501(C)(3) | LINE 10 | 0 | N/A | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |