WESLEY GLEN INC: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- WESLEY GLEN INC (EIN 31-0738614)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202223199349300937
- Schema version
- 2021v4.2
- 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 | 2022-11-15T07:15:06-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 310738614 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESLEY GLEN INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WESL | BusinessNameControlTxt |
| Phone | 6148887492 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5155 NORTH HIGH STREET | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43214 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT WEHNER | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 6148887492 | PhoneNum |
| Signature | 2022-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ROBERT | PersonFirstNm |
| Person Last | WEHNER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AMY CIMINELLO | PreparerPersonNm |
| PTIN | P00796388 | PTIN |
| Phone | 6148493000 | PhoneNum |
| Preparation | 2022-10-31 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MARGARET CARMANY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5155 NORTH HIGH STREET | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43214 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $12,832,302 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.THEWESLEYCOMMUNITIES.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1967 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE QUALITY HOUSING, HEALTHCARE, AND SERVICES TO SENIORS IN AN INTENTIONALLY CHRISTIAN COMMUNITY, ON A FIRM FINANCIAL FOUNDATION, THROUGH EFFECTIVE STRATEGIC PLANNING. | ActivityOrMissionDesc |
| Voting Members Governing Body | 21 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 21 | VotingMembersIndependentCnt |
| Total Employee | 264 | TotalEmployeeCnt |
| Total Volunteers | 37 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,095,355 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $10,850,333 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $12,787,628 | CYProgramServiceRevenueAmt |
| PY Investment Income | $0 | PYInvestmentIncomeAmt |
| CY Investment Income | $12 | CYInvestmentIncomeAmt |
| PY Other Revenue | $490,408 | PYOtherRevenueAmt |
| CY Other Revenue | $44,662 | CYOtherRevenueAmt |
| PY Total Revenue | $12,436,096 | PYTotalRevenueAmt |
| CY Total Revenue | $12,832,302 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $125,830 | 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 | $7,813,359 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $6,981,999 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,550,573 | PYOtherExpensesAmt |
| CY Other Expenses | $5,901,597 | CYOtherExpensesAmt |
| PY Total Expenses | $13,489,762 | PYTotalExpensesAmt |
| CY Total Expenses | $12,883,596 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,053,666 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$51,294 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $6,684,841 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,029,741 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $5,713,810 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $9,110,004 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $971,031 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $919,737 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROVIDE QUALITY HOUSING, HEALTHCARE, AND SERVICES TO SENIORS IN AN INTENTIONALLY CHRISTIAN COMMUNITY, ON A FIRM FINANCIAL FOUNDATION, THROUGH EFFECTIVE STRATEGIC PLANNING. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $11,934,218 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $12,793,628 | RevenueAmt |
| Desc | WESLEY GLEN INC, OPENED IN 1969 IN COLUMBUS OHIO, PROVIDES ASSISTED LIVING, DEMENTIA CARE AND NURSING CARE TO SENIOR RESIDENTS. ADDITIONAL SERVICES AVAILABLE INCLUDE SOCIAL, RECREATIONAL AND THERAPY, TRANSPORTATION, CONCIERGE, HOUSEKEEPING AND MAINTENANCE. | Desc |
| Total Program Service Expenses | $11,934,218 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | 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 | 0 | 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 | 0 | 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 | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 264 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| 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 | 21 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 21 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | 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 | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT WEHNER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6143617994 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5155 NORTH HIGH STREET | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43214 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (25 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 |
|---|---|---|---|---|---|---|---|
| MARK J PALMER | |||||||
| PRESIDENT | 0.15 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| REV H EUGENE FOLDEN JR | |||||||
| SECRETARY | 0.15 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| R THOMAS SLACK | |||||||
| TREASURER | 0.15 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MARK E STORER | |||||||
| VICE PRESIDENT | 0.15 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| THOMAS M BROWN | |||||||
| TRUSTEE | 0.15 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHRIS GODLEY | |||||||
| TRUSTEE | 0.15 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JAN HILLS | |||||||
| TRUSTEE | 0.15 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JON HOFFMAN | |||||||
| TRUSTEE | 0.15 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT A HOLM | |||||||
| TRUSTEE | 0.15 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN W HOPPERS | |||||||
| TRUSTEE | 0.15 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DIONE JOSEPH | |||||||
| TRUSTEE | 0.15 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DIANA KEEFER | |||||||
| TRUSTEE | 0.15 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SUSAN KYSER | |||||||
| TRUSTEE | 0.15 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KASSEM K MATT | |||||||
| TRUSTEE | 0.15 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ANNE H BROWN | |||||||
| TRUSTEE | 0.15 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| NANCY RUMMEL | |||||||
| TRUSTEE | 0.15 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARY ANN SHORT | |||||||
| TRUSTEE | 0.15 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CELIA CONLON | |||||||
| TRUSTEE | 0.15 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KAREN COOK | |||||||
| TRUSTEE | 0.15 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN JACK WHITAKER | |||||||
| TRUSTEE | 0.15 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| L CEAN WILSON | |||||||
| TRUSTEE | 0.15 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARGARET CARMANY | |||||||
| CEO | 1.00 | 59.00 | Yes (X) | $0 | $244,034 | $15,001 | |
| ROBERT WEHNER | |||||||
| CFO | 1.00 | 59.00 | Yes (X) | $0 | $240,994 | $12,684 | |
| DAWN SCHAFFNER | |||||||
| COO - PART YEAR | 1.00 | 39.00 | Yes (X) | $0 | $153,631 | $0 | |
| JILL EASTERLING | |||||||
| EXECUTIVE DIRECTOR | 40.00 | 0.00 | Yes (X) | $116,150 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $116,150 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $638,659 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $27,685 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| WESLEY GLEN HEALTH SERVICES | |||||
| 5155 N HIGH STREET | COLUMBUS | OH | 43214 | RENTAL SERVICES | $904,942 |
| WSB REHABILITATION SERVICES INC | |||||
| 510 W MAIN STREET STE B | CANFIELD | OH | 44406 | THERAPY SERVICES | $767,633 |
| CONNECTRN INC | |||||
| PO BOX 208685 | DALLAS | TX | 75320 | STAFFING | $167,828 |
| MCKESSON MEDICAL-SURGICAL | |||||
| STATE HWY 161 | IRVING | TX | 75039 | MEDICAL SERVICES | $147,433 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RESIDENT SERVICES | Desc |
| Business | 623000 | BusinessCd |
| Total Revenue Column | $12,787,628 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $12,787,628 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $12,787,628 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12 | TotalRevenueColumnAmt |
| Exclusion | $12 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|---|
| BWC EMPLOYER PREMIUM REFUNDS | 900099 | $37,291 | $37,291 | |
| RESIDENT COVID REIMBURSEMENT | 900099 | $6,000 | $6,000 | |
| PRINTING INCOME | 900099 | $1,371 | $1,371 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $44,662 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,832,302 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $12,793,628 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $38,674 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $116,150 | TotalAmt |
| Program Services | $116,150 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,883,737 | TotalAmt |
| Program Services | $4,791,606 | ProgramServicesAmt |
| Management And General | $92,131 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,308 | TotalAmt |
| Program Services | $26,377 | ProgramServicesAmt |
| Management And General | $2,931 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,334,076 | TotalAmt |
| Program Services | $1,284,980 | ProgramServicesAmt |
| Management And General | $49,096 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $618,728 | TotalAmt |
| Program Services | $556,856 | ProgramServicesAmt |
| Management And General | $61,872 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $642,879 | TotalAmt |
| Management And General | $642,879 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,805 | TotalAmt |
| Management And General | $17,805 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$150 | TotalAmt |
| Management And General | -$150 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,307,313 | TotalAmt |
| Program Services | $1,288,224 | ProgramServicesAmt |
| Management And General | $19,089 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,915 | TotalAmt |
| Program Services | $40,423 | ProgramServicesAmt |
| Management And General | $4,492 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $622,791 | TotalAmt |
| Program Services | $615,463 | ProgramServicesAmt |
| Management And General | $7,328 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $109,828 | TotalAmt |
| Program Services | $98,853 | ProgramServicesAmt |
| Management And General | $10,975 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,212,345 | TotalAmt |
| Program Services | $1,200,222 | ProgramServicesAmt |
| Management And General | $12,123 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,228 | TotalAmt |
| Program Services | $5,864 | ProgramServicesAmt |
| Management And General | $364 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,354 | TotalAmt |
| Program Services | $1,308 | ProgramServicesAmt |
| Management And General | $46 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $490,857 | TotalAmt |
| Program Services | $466,314 | ProgramServicesAmt |
| Management And General | $24,543 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,121 | TotalAmt |
| Program Services | $72,315 | ProgramServicesAmt |
| Management And General | $3,806 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| FOOD | $514,302 | $514,302 | |
| MEDICAL SUPPLIES | $412,311 | $412,263 | $48 |
| ACTIVITY/PROGRAM EXPENS | $215,795 | $215,795 | |
| BAD DEBT EXPENSE | $104,515 | $104,515 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $122,388 | TotalAmt |
| Program Services | $122,388 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,883,596 | TotalAmt |
| Program Services | $11,934,218 | ProgramServicesAmt |
| Management And General | $949,378 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $302,300 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $742,532 | BOYAmt |
| EOY | $779,288 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,969 | BOYAmt |
| EOY | $71,247 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,808 | BOYAmt |
| EOY | $5,737 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $9,977,901 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,320,633 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,504,521 | BOYAmt |
| EOY | $5,657,268 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,711 | BOYAmt |
| EOY | $3,516,201 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,684,841 | BOYAmt |
| EOY | $10,029,741 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $902,817 | BOYAmt |
| EOY | $916,268 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,810,993 | BOYAmt |
| EOY | $8,193,736 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,713,810 | BOYAmt |
| EOY | $9,110,004 | 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 | $971,031 | BOYAmt |
| EOY | $919,737 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $971,031 | BOYAmt |
| EOY | $919,737 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,684,841 | BOYAmt |
| EOY | $10,029,741 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$51,294 | 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| 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 | $148,658 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $213,090 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $319,933 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,095,355 | CurrentTaxYearMinus1YearAmt |
| Total | $1,777,036 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $21,529,725 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,750,099 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,147,022 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,340,741 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,832,290 | CurrentTaxYearAmt |
| Total | $85,599,877 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $21,678,383 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,963,189 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,466,955 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,436,096 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,832,290 | CurrentTaxYearAmt |
| Total | $87,376,913 | 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) |
|---|---|---|
| Current Tax Year Minus4 Years | $40,792 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $157,264 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $293,442 | CurrentTaxYearMinus2YearsAmt |
| Total | $491,498 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $40,792 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $157,264 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $293,442 | CurrentTaxYearMinus2YearsAmt |
| Total | $491,498 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $86,885,415 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $160,064 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $144,449 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $205,469 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $12 | CurrentTaxYearAmt |
| Total | $509,994 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $160,064 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $144,449 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $205,469 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $12 | CurrentTaxYearAmt |
| Total | $509,994 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $21,838,447 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $21,107,638 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,672,424 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,436,096 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,832,302 | CurrentTaxYearAmt |
| Total | $87,886,907 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.98860 | PublicSupportCY509Pct |
| Public Support PY509 | 0.98650 | PublicSupportPY509Pct |
| Investment Income CY | 0.00580 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00660 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $742 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $742 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | A PORTION OF DUES PAID TO THE OHIO HEALTH CARE ASSOCIATION ARE CONSIDERED LOBBYING ACTIVITIES. IN TOTAL $14,838 WERE PAID TO OHCA OF WHICH $742 ARE CONSIDERED LOBBYING ACTIVITIES. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $401,538 | BeginningYearBalanceAmt |
| Other Expenditures | $401,538 | OtherExpendituresAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $395,742 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $5,796 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $401,538 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $417,718 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$21,994 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $395,724 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $393,201 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $24,517 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $417,718 | EndYearBalanceAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,627,417 | OtherCostOrOtherBasisAmt |
| Depreciation | $715,449 | DepreciationAmt |
| Book Value | $4,911,968 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,272,169 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,051,763 | DepreciationAmt |
| Book Value | $220,406 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,078,315 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,553,421 | DepreciationAmt |
| Book Value | $524,894 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $5,657,268 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DUE FROM AFFILIATES | $3,514,049 |
| RESIDENT FUNDS | $2,152 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $3,516,201 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO AFFILIATES | Desc |
| Amt | $8,193,736 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $8,193,736 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART V, LINE 4: | FormAndLineReferenceDesc |
| Explanation | ENDOWMENTS WERE TRANSFERRED TO A RELATED TAX-EXEMPT ENTITY IN 2020. THE ORGANIZATION HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY ITS ENDOWMENT WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS. ENDOWMENT ASSETS INCLUDE THOSE ASSETS OF DONOR-RESTRICTED FUNDS THAT THE ORGANIZATION MUST HOLD IN PERPETUITY. UNDER THIS POLICY, AS APPROVED BY THE BOARD OF DIRECTORS, THE ENDOWMENT ASSETS ARE INVESTED IN A MANNER THAT IS INTENDED TO ACHIEVE A TOTAL RETURN THAT IS ABOVE THE MARKET USING A COMPOSITE INDEX COMPRISED OF CASH RESERVES (0 TO 60 PERCENT) AND EQUITIES (0 TO 40 PERCENT). ACTUAL RETURNS IN ANY GIVEN YEAR MAY VARY FROM THIS AMOUNT. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | 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 (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MARGARET CARMANY | ||||||||||||||
| CEO | $0 | $244,034 | $0 | $0 | $0 | $0 | $0 | $15,001 | $0 | $0 | $0 | $259,035 | $0 | $0 |
| ROBERT WEHNER | ||||||||||||||
| CFO | $0 | $230,994 | $0 | $10,000 | $0 | $0 | $0 | $12,684 | $0 | $0 | $0 | $253,678 | $0 | $0 |
| DAWN SCHAFFNER | ||||||||||||||
| COO - PART YEAR | $0 | $153,631 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $153,631 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 4B | FormAndLineReferenceDesc |
| Explanation | IN 2009, THE BOARD APPROVED A DEFERRED COMPENSATION ARRANGEMENT FOR CERTAIN EMPLOYEES TO PROVIDE ADDITIONAL PAYMENTS. THE DEFERRED COMPENSATION PLANS PROVIDE ANNUAL CONTRIBUTIONS BASED ON A PERCENTAGE OF COMPENSATION WITH ADDITIONAL CONTRIBUTIONS BASED ON A PERCENTAGE OF COMPENSATION IF THE ORGANIZATION DOES NOT MAKE A CONTRIBUTION TO THE DEFINED PLAN FOR THE YEAR. MARGARET CARMANY $15,001 ROBERT WEHNER $ 12,684 | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE SOLE MEMBER OF THE ORGANIZATION IS METHODIST RETIREMENT CENTER OF CENTRAL OHIO, A RELATED, TAX-EXEMPT ORGANIZATION. THE GOVERNING BODIES OF BOTH ORGANIZATIONS ARE IDENTICAL. THERE ARE NO OTHER PERSONS WITH RIGHTS TO ELECT OR APPOINT MEMBERS OF THE GOVERNING BODY OR TO APPROVE OR RATIFY DECISIONS OF THE GOVERNING BODY. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE CFO REVIEWS FORM 990 BEFORE FILING. AN ELECTRONIC COPY IS PROVIDED TO THE BOARD MEMBERS FOR THEIR REVIEW BEFORE FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CORPORATE COMPLIANCE OFFICER REVIEWS ON A MONTHLY BASIS ANY POSSIBLE CONFLICT OF INTEREST SITUATIONS AND THE BOARD OF TRUSTEES REVIEWS ON AN ANNUAL BASIS. EMPLOYEES AND BOARD MEMBERS MUST DISCLOSE POSSIBLE CONFLICTS OF INTEREST INVOLVING THEMSELVES OR THEIR IMMEDIATE FAMILIES. IF AN EMPLOYEE OR BOARD MEMBER BELIEVES A CONFLICT OF INTEREST EXISTS OR MAY EXIST, THE EMPLOYEE OR BOARD MEMBER MUST NOTIFY THE EXECUTIVE DIRECTOR OF CORPORATE COMPLIANCE, AND TREAT THE SITUATION AS IF A CONFLICT EXISTS UNTIL THE EXECUTIVE DIRECTOR OF CORPORATE COMPLIANCE RESOLVES THE POTENTIAL CONFLICT. RESTRICTIONS IMPOSED INCLUDE VOTING AND PARTICIPATION. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ORGANIZATION USES WRITTEN EMPLOYMENT CONTRACTS, COMPENSATION SURVEYS OR STUDIES TO ESTABLISH COMPENSATION. THE BOARD APPROVES COMPENSATION FOR EXECUTIVE POSITIONS AND STAFF MEMBERS. A SPECIAL COMPENSATION COMMITTEE APPROVES COMPENSATION FOR THE PRESIDENT POSITION. THE PROCESS WAS LAST COMPLETED IN OCTOBER 2021. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, THE CONFLICT OF INTEREST POLICY, AND THE FINANCIAL STATEMENTS ARE PROVIDED UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | MEDICAL SERVICES: PROGRAM SERVICE EXPENSES 251,562. MANAGEMENT AND GENERAL EXPENSES 15,452. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 267,014. THERAPY CONTRACTS: PROGRAM SERVICE EXPENSES 820,921. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 820,921. MAINTENANCE SERVICES CONTRACTS: PROGRAM SERVICE EXPENSES 65,622. MANAGEMENT AND GENERAL EXPENSES 1,938. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 67,560. PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 137,601. MANAGEMENT AND GENERAL EXPENSES 1,699. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 139,300. CONSULTING: PROGRAM SERVICE EXPENSES 12,518. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 12,518. |
| FORM 990, PART XII, LINE 2C: | THIS PROCESS HAS NOT CHANGE FROM PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| METHODIST RETIREMENT CENTER OF CENTRAL OHIO | |||||||||||
| 5155 N HIGH STREET | COLUMBUS | OH | 43214 | 310711146 | HEALTHCARE | OH | 501(C)(3) | 12A, TYPE I | N/A | 0 | |
| WESLEY RIDGE INC | |||||||||||
| 5155 N HIGH STREET | COLUMBUS | OH | 43214 | 311461485 | HEALTHCARE | OH | 501(C)(3) | 10 | 0 | METHODIST RETIREMENT CENTER OF CENTRAL OHIO | |
| WESLEY GLEN HEALTH SERVICES CORP | |||||||||||
| 5155 N HIGH STREET | COLUMBUS | OH | 43214 | 311614458 | HEALTHCARE | OH | 501(C)(3) | 12B,TYPE II | 0 | METHODIST RETIREMENT CENTER OF CENTRAL OHIO | |
| WESLEY RIDGE RESIDENCE GROUP | |||||||||||
| 5155 N HIGH STREET | COLUMBUS | OH | 43214 | 311595342 | HEALTHCARE | OH | 501(C)(3) | 10 | 0 | METHODIST RETIREMENT CENTER OF CENTRAL OHIO | |
| WESLEY HOSPICE SERVICES | |||||||||||
| 5155 N HIGH STREET | COLUMBUS | OH | 43214 | 271188840 | HOSPICE | OH | 501(C)(3) | 10 | 0 | METHODIST RETIREMENT CENTER OF CENTRAL OHIO | |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SENIOR PHARMACY SERVICES LTD | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 34099 MELINZ PARKWAY UNIT J | AddressLine1Txt |
| City | EASTLAKE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44095 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 454618459 | EIN |
| Primary Activities | HEALTHCARE SERVICES | PrimaryActivitiesTxt |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Disproportionate Allocations | 0 | DisproportionateAllocationsInd |
| General Or Managing Partner | 0 | GeneralOrManagingPartnerInd |
| 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 | Yes (1) | 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 | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |