THE METHODIST RETIREMENT CENTER OF CENTRAL OHIO: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THE METHODIST RETIREMENT CENTER OF CENTRAL OHIO (EIN 31-0711146)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202043219349323179
- Schema version
- 2019v5.1
- 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 | 2020-11-16T18:20:19-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HW&CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 23240 Chagrin Blvd Suite 700 | AddressLine1Txt |
| City | Cleveland | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 441225450 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 310711146 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | METHODIST RETIREMENT CENTER OF CENTRAL OHIO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % ROBERT WEHNER | InCareOfNm |
| Business Name Control | METH | 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 | 2020-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | David M Reape CPA | PreparerPersonNm |
| PTIN | P00068117 | PTIN |
| Phone | 2168311200 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 173.88.167.81 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 34122420203215000042 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-11-16 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 0B9CEC56E7D7AED94D6C12A1AC71A259EF49A470 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 7C60CDB5F73CD70CEC8C5FB3034279B9CA9CA3FB | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | 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 N HIGH STREET | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43214 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $7,694,863 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.METHODISTELDERCARE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1965 | 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 | 22 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 22 | VotingMembersIndependentCnt |
| Total Employee | 182 | TotalEmployeeCnt |
| Total Volunteers | 26 | TotalVolunteersCnt |
| Total Gross UBI | $55,706 | TotalGrossUBIAmt |
| PY Contributions Grants | $134,904 | PYContributionsGrantsAmt |
| CY Contributions Grants | $121,660 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $3,582,997 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $6,915,922 | CYProgramServiceRevenueAmt |
| PY Investment Income | $75,905 | PYInvestmentIncomeAmt |
| CY Investment Income | $141,911 | CYInvestmentIncomeAmt |
| PY Other Revenue | $471,609 | PYOtherRevenueAmt |
| CY Other Revenue | $424,115 | CYOtherRevenueAmt |
| PY Total Revenue | $4,265,415 | PYTotalRevenueAmt |
| CY Total Revenue | $7,603,608 | 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 | $4,917,810 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $6,080,508 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $275,539 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,378,634 | PYOtherExpensesAmt |
| CY Other Expenses | $5,490,756 | CYOtherExpensesAmt |
| PY Total Expenses | $10,296,444 | PYTotalExpensesAmt |
| CY Total Expenses | $11,571,264 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$6,031,029 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$3,967,656 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $92,798,875 | TotalAssetsBOYAmt |
| Total Assets EOY | $109,208,199 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $101,118,043 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $122,803,792 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$8,319,168 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$13,595,593 | 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 | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $7,461,178 | ExpenseAmt |
| Revenue | $7,322,243 | RevenueAmt |
| Desc | PROVIDE MANAGEMENT SERVICES TO RELATED, EXEMPT ENTITIES THAT PROVIDE HOUSING, HEALTHCARE, AND DAYCARE TO THE ELDERLY. | Desc |
| Total Program Service Expenses | $7,461,178 | 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 | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | 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 | Yes (true) | 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 | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 64 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 182 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| 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 | 22 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 22 | 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 | Yes (true) | 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 |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT WEHNER | PersonNm |
| 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 |
Form990 Part VII Section A Form990PartVIISectionAGrp (31 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|
| MARGARET CARMANY | ||||||||
| CEO | 39.0 | 1.0 | Yes (X) | $257,319 | $0 | $26,772 | ||
| ROBERT WEHNER | ||||||||
| CFO | 39.0 | 1.0 | Yes (X) | $236,644 | $0 | $14,163 | ||
| DAWN SCHAFFNER | ||||||||
| COO | 39.0 | 1.0 | Yes (X) | $177,846 | $0 | $10,298 | ||
| CHRISTOPHER NICHOLS | ||||||||
| DIRECTOR OF CORPORATE COMPLIAN | 40.0 | 0.0 | $142,965 | $0 | $9,427 | Yes (X) | ||
| PENNY MONROE | ||||||||
| DIRECTOR OF CLINICAL SERVICES | 40.0 | 0.0 | $127,272 | $0 | $9,190 | Yes (X) | ||
| ANN WENELL | ||||||||
| DIRECTOR OF MARKETING | 40.0 | 0.0 | $119,885 | $0 | $8,961 | Yes (X) | ||
| KATHLEEN KING | ||||||||
| DIRECTOR OF QUALITY ASSURANCE | 40.0 | 0.0 | $126,360 | $0 | $0 | Yes (X) | ||
| BRANDIE HIGGINS | ||||||||
| DIRECTOR OF ACCOUNTING | 40.0 | 0.0 | $113,248 | $0 | $2,288 | Yes (X) | ||
| RHONDA STONGE | ||||||||
| EXECUTIVE DIRECTOR | 40.0 | 0.0 | Yes (X) | $85,809 | $0 | $8,349 | ||
| ANNE H BROWN | ||||||||
| TRUSTEE | 0.15 | 1.0 | $0 | $0 | $0 | Yes (X) | ||
| THOMAS M BROWN | ||||||||
| TRUSTEE | 0.15 | 1.0 | $0 | $0 | $0 | Yes (X) | ||
| KAREN COOK | ||||||||
| TRUSTEE | 0.15 | 1.0 | $0 | $0 | $0 | Yes (X) | ||
| CLARENCE J CUNNINGHAM | ||||||||
| TRUSTEE | 0.15 | 1.0 | $0 | $0 | $0 | Yes (X) | ||
| REV H EUGENE FOLDEN | ||||||||
| TRUSTEE | 0.15 | 1.0 | $0 | $0 | $0 | Yes (X) | ||
| CHRIS GODLEY | ||||||||
| TRUSTEE | 0.15 | 1.0 | $0 | $0 | $0 | Yes (X) | ||
| JAN HILLS | ||||||||
| TRUSTEE | 0.15 | 1.0 | $0 | $0 | $0 | Yes (X) | ||
| JON HOFFMAN | ||||||||
| TRUSTEE | 0.15 | 1.0 | $0 | $0 | $0 | Yes (X) | ||
| ROBERT A HOLM | ||||||||
| TRUSTEE | 0.15 | 1.0 | $0 | $0 | $0 | Yes (X) | ||
| JOHN W HOPPERS | ||||||||
| TRUSTEE | 0.15 | 1.0 | $0 | $0 | $0 | Yes (X) | ||
| DIONE JOSEPH | ||||||||
| TRUSTEE | 0.15 | 1.0 | $0 | $0 | $0 | Yes (X) | ||
| DIANA KEEFER | ||||||||
| TRUSTEE | 0.15 | 1.0 | $0 | $0 | $0 | Yes (X) | ||
| SUSAN KYSER | ||||||||
| TRUSTEE | 0.15 | 1.0 | $0 | $0 | $0 | Yes (X) | ||
| KASSEM MATT | ||||||||
| TRUSTEE | 0.15 | 1.0 | $0 | $0 | $0 | Yes (X) | ||
| BARBARA MCVICKER | ||||||||
| TRUSTEE | 0.15 | 1.0 | $0 | $0 | $0 | Yes (X) | ||
| MARK J PALMER | ||||||||
| TRUSTEE | 0.15 | 1.0 | $0 | $0 | $0 | Yes (X) | ||
| NANCY RUMMEL | ||||||||
| TRUSTEE | 0.15 | 1.0 | $0 | $0 | $0 | Yes (X) | ||
| MARY ANN SHORT | ||||||||
| TRUSTEE | 0.15 | 1.0 | $0 | $0 | $0 | Yes (X) | ||
| R THOMAS SLACK | ||||||||
| TRUSTEE | 0.15 | 1.0 | $0 | $0 | $0 | Yes (X) | ||
| MARK E STORER | ||||||||
| TRUSTEE | 0.15 | 1.0 | $0 | $0 | $0 | Yes (X) | ||
| JOHN JACK WHITAKER | ||||||||
| TRUSTEE | 0.15 | 1.0 | $0 | $0 | $0 | Yes (X) | ||
| L CEAN WILSON | ||||||||
| TRUSTEE | 0.15 | 1.0 | $0 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,387,348 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $89,448 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 8 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| B7 CONSTRUCTION LTD | |||||
| 1195 ESSEX AVE | COLUMBUS | OH | 43201 | CONSTRUCTION SERVICE | $555,707 |
| KMM BUILDERS LLC | |||||
| 7316 KEMPERWOOD CT | BLACKLICK | OH | 43004 | CONSTRUCTION SERVICE | $405,672 |
| ESCO TECHNOLOGIES LLC | |||||
| 7320 YANKEE RD | MIDDLETOWN | OH | 45044 | IT SERVICES/CABLE | $130,086 |
| LANDSCAPE DESIGN SOLUTIONS | |||||
| PO BOX 3907 | DUBLIN | OH | 43017 | LANDSCAPING DESIGN | $113,153 |
| ULTIMATE SOFTWARE | |||||
| PO BOX 930953 | ATLANTA | GA | 31193 | IT SERVICES/SOFTWARE | $108,054 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $111,070 | FundraisingAmt |
| All Other Contributions | $10,590 | AllOtherContributionsAmt |
| Total Contributions | $121,660 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MANAGEMENT FEES | 561000 | $2,287,973 | $2,287,973 |
| RESIDENT SERVICE REVENUE | 623000 | $4,338,177 | $4,338,177 |
| AMORTIZATION OF ENTRANCE FEES | 623000 | $289,772 | $289,772 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $6,915,922 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $51,602 | TotalRevenueColumnAmt |
| Exclusion | $51,602 | ExclusionAmt |
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 |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $18,000 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $18,000 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $18,000 | TotalRevenueColumnAmt |
| Exclusion | $18,000 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $26,902 | SecuritiesAmt |
| Other | $93,407 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $30,000 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $26,902 | SecuritiesAmt |
| Other | $63,407 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $90,309 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $63,407 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $26,902 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $68,750 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $111,070 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $61,255 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,495 | TotalRevenueColumnAmt |
| Exclusion | $7,495 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| RELATED PARTY INTEREST | 561000 | $211,795 | $211,795 | |
| OTHER REVENUE | 900099 | $186,825 | $131,119 | $55,706 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $398,620 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,603,608 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,322,243 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $55,706 | UnrelatedBusinessRevenueAmt |
| Exclusion | $103,999 | ExclusionAmt |
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 | $817,200 | TotalAmt |
| Management And General | $817,200 | ManagementAndGeneralAmt |
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 | $4,340,165 | TotalAmt |
| Program Services | $2,684,333 | ProgramServicesAmt |
| Management And General | $1,419,277 | ManagementAndGeneralAmt |
| Fundraising | $236,555 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,001 | TotalAmt |
| Program Services | $11,866 | ProgramServicesAmt |
| Management And General | $15,135 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $446,235 | TotalAmt |
| Program Services | $205,794 | ProgramServicesAmt |
| Management And General | $240,441 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $449,907 | TotalAmt |
| Program Services | $234,379 | ProgramServicesAmt |
| Management And General | $215,528 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $264,609 | TotalAmt |
| Management And General | $264,609 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,589 | TotalAmt |
| Program Services | $26,860 | ProgramServicesAmt |
| Management And General | $23,729 | 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 | $18,050 | TotalAmt |
| Management And General | $18,050 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $398,317 | TotalAmt |
| Program Services | $299,803 | ProgramServicesAmt |
| Management And General | $98,514 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $337,278 | TotalAmt |
| Management And General | $298,294 | ManagementAndGeneralAmt |
| Fundraising | $38,984 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $124,167 | TotalAmt |
| Program Services | $67,067 | ProgramServicesAmt |
| Management And General | $57,100 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $103,431 | TotalAmt |
| Program Services | $26,988 | ProgramServicesAmt |
| Management And General | $76,443 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $380,421 | TotalAmt |
| Program Services | $376,797 | ProgramServicesAmt |
| Management And General | $3,624 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,817 | TotalAmt |
| Program Services | $6,114 | ProgramServicesAmt |
| Management And General | $30,703 | 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 | $27,588 | TotalAmt |
| Program Services | $8,069 | ProgramServicesAmt |
| Management And General | $19,519 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,578 | TotalAmt |
| Program Services | $967 | ProgramServicesAmt |
| Management And General | $611 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,755,621 | TotalAmt |
| Program Services | $2,625,698 | ProgramServicesAmt |
| Management And General | $129,923 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $115,897 | TotalAmt |
| Program Services | $50,653 | ProgramServicesAmt |
| Management And General | $65,244 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| FOOD EXPENSE | $238,206 | $238,206 | |
| SERVICE CONTRACTS | $217,330 | $217,330 | |
| SUPPLIES | $121,728 | $121,728 | |
| TELEPHONE | $96,153 | $73,477 | $22,676 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $202,976 | TotalAmt |
| Program Services | $185,049 | ProgramServicesAmt |
| Management And General | $17,927 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,571,264 | TotalAmt |
| Program Services | $7,461,178 | ProgramServicesAmt |
| Management And General | $3,834,547 | ManagementAndGeneralAmt |
| Fundraising | $275,539 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $212,515 | BOYAmt |
| EOY | $872,784 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,690 | BOYAmt |
| EOY | $21,348 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $431,334 | BOYAmt |
| EOY | $285,568 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,208 | BOYAmt |
| EOY | $32,227 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $125,145 | BOYAmt |
| EOY | $102,936 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $46,656,303 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,612,706 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,307,973 | BOYAmt |
| EOY | $43,043,597 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,056,791 | BOYAmt |
| EOY | $3,442,536 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100 | BOYAmt |
| EOY | $100 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $128,511 | BOYAmt |
| EOY | $128,542 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $80,000 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,482,608 | BOYAmt |
| EOY | $61,198,561 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $92,798,875 | BOYAmt |
| EOY | $109,208,199 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,941,900 | BOYAmt |
| EOY | $1,790,902 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,394,091 | BOYAmt |
| EOY | $34,115,351 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,782,052 | BOYAmt |
| EOY | $86,897,539 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $101,118,043 | BOYAmt |
| EOY | $122,803,792 | 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 | -$8,326,668 | BOYAmt |
| EOY | -$13,606,284 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,500 | BOYAmt |
| EOY | $10,691 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$8,319,168 | BOYAmt |
| EOY | -$13,595,593 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $92,798,875 | BOYAmt |
| EOY | $109,208,199 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$3,967,656 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $437,687 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$1,746,456 | 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 | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| Supported Organizations | 6 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (6 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| WESLEY GLEN INC | ||||
| 310738614 | 10 | Yes (true) | $0 | $0 |
| WESLEY AT HOME INC | ||||
| 311152032 | 10 | Yes (true) | $0 | $0 |
| WESLEY RIDGE INC | ||||
| 311461485 | 10 | Yes (true) | $0 | $0 |
| WESLEY RIDGE RESIDENCE CORP | ||||
| 311595342 | 10 | Yes (true) | $0 | $0 |
| WESLEY HILLS OF FAIRFIELD COUNTY | ||||
| 311779923 | 10 | Yes (true) | $0 | $0 |
| HOSPICE SERVICES AT METHODIST ELDERCARE | ||||
| 271188840 | 10 | Yes (true) | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 6 | SupportedOrganizationsTotalCnt |
| Support Sum | $0 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | false | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | false | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | false | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | false | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | false | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | false | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | false | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | false | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | false | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | false | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | false | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | false | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | false | ContributionControllerInd |
| Contribution Family | false | ContributionFamilyInd |
| Contribution35 Controlled | false | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | Yes (true) | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | false | OperateBenefitNonSuprtOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SUPPLEMENTAL INFORMATION | FormAndLineReferenceDesc |
| Explanation | METHODIST RETIREMENT CENTER OF CENTRAL OHIO PROVIDED MANAGEMENT SERVICES TO THE SUPPORTED ORGANIZATION, IN ADDITION TO REIMBURSEMENT OF EXPENSES PAID BY THE SUPPORT ORGANIZATIONS. SEE SCHEDULE R, PART V. | ExplanationTxt |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,700,000 | OtherCostOrOtherBasisAmt |
| Book Value | $5,700,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $35,614,935 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,880,587 | DepreciationAmt |
| Book Value | $33,734,348 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $582,496 | OtherCostOrOtherBasisAmt |
| Depreciation | $111,335 | DepreciationAmt |
| Book Value | $471,161 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,809,158 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,282,756 | DepreciationAmt |
| Book Value | $526,402 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,949,714 | OtherCostOrOtherBasisAmt |
| Depreciation | $338,028 | DepreciationAmt |
| Book Value | $2,611,686 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $43,043,597 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| CSV LIFE INSURANCE | $221,644 |
| DUE FROM AFFILIATE | $60,454,495 |
| DEFERRED COMPENSATION | $522,422 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $61,198,561 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO AFFILIATES | $75,622,518 |
| ENTRANCE FEE | $10,122,643 |
| DEFERRED COMPENSATION | $522,422 |
| INTEREST RATE SWAP AGREEMENT | $629,956 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $86,897,539 | TotalLiabilityAmt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GOLF OUTING | Event1Nm |
| Gross Receipts Event1 | $125,795 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $90,995 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $34,800 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $1,800 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $7,765 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $8,000 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $6,159 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $1,040 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $8,834 | OtherDirectExpensesEvent1Amt |
| Event2 | GALA | Event2Nm |
| Gross Receipts Event2 | $54,025 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $20,075 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $33,950 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $16,850 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $8,056 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $2,751 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 0 | OtherEventsTotalCnt |
| Gross Receipts Total | $179,820 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $111,070 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $68,750 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $1,800 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $7,765 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $8,000 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $23,009 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $9,096 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $11,585 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $61,255 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $7,495 | NetIncomeSummaryAmt |
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 | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | 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 | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 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 | $243,535 | $0 | $13,784 | $0 | $0 | $0 | $20,246 | $0 | $6,526 | $0 | $284,091 | $0 | $0 | $0 |
| ROBERT WEHNER | ||||||||||||||
| CFO | $223,258 | $0 | $13,386 | $0 | $0 | $0 | $14,163 | $0 | $0 | $0 | $250,807 | $0 | $0 | $0 |
| DAWN SCHAFFNER | ||||||||||||||
| COO | $168,023 | $0 | $9,823 | $0 | $0 | $0 | $10,298 | $0 | $0 | $0 | $188,144 | $0 | $0 | $0 |
| CHRISTOPHER NICHOLS | ||||||||||||||
| DIRECTOR OF CORPORATE COMPLIAN | $134,946 | $0 | $8,019 | $0 | $0 | $0 | $2,901 | $0 | $6,526 | $0 | $152,392 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE J, PART I, LINE 4B, Nonqualified retirement plan payments | Margaret Carmany $15,502; Robert Wehner $11,307 AND Dawn Schaffner $6,808 |
| SCHEDULE J, PART I, LINE 4A, SEVERANCE PAYMENT TO FORMER EMPLOYEE | FORMER EMPLOYEE CATHY WIGTON RECEIVED SEVERANCE PACKAGE PAYMENT $41,203 IN 2019. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE CFO REVIEWS FORM 990 BEFORE FILING. AN ELECTRONIC COPY IS PROVIDED TO THE BOARD MEMBERS FOR THE REVIEW BEFORE FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CORPORATE COMPLIANCE OFFICER REVIEWS ON A MONTHLY BASIS ANY POSSIBLE CONFLICT OF INTEREST SITUATIONS AND THE BOARD OF TRUSTEES REVIEWS ON AN ANNUAL BASIS. EMPLOYEES AND BOARD MEMBERS MUST DISCLOSE POSSIBLE CONFLICTS OF INTEREST INVOLVING THEMSELVES OR THEIR IMMEDIATE FAMILIES. IF AN EMPLOYEE OR BOARD MEMBER BELIEVES A CONFLICT OF INTEREST EXISTS OR MAY EXIST, THE EMPLOYEE OR BOARD MEMBER MUST NOTIFY THE EXECUTIVE DIRECTOR OF CORPORATE COMPLIANCE AND TREAT THE SITUATION AS IF A CONFLICT EXISTS UNTIL THE EXECUTIVE DIRECTOR OF CORPORATE COMPLIANCE RESOLVES THE POTENTIAL CONFLICT. RESTRICTIONS IMPOSED INCLUDE VOTING AND PARTICIPATION. |
| FORM 990, PART VI, SECTION B, LINE 15 | A RELATED ORGANIZATION, WESLEY GLEN, INC, DETERMINES OFFICERS COMPENSATION THROUGH USE OF WRITTEN EMPLOYMENT CONTRACTS, COMPENSATION SURVEYS OR STUDIES, AND APPROVAL BY THE BOARD TO ESTABLISH COMPENSTION. THE PROCESS WAS LAST COMPLETED IN 2019. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, THE CONFLICT OF INTEREST POLICY, AND THE FINANCIAL STATEMENTS ARE PROVIDED UPON REQUEST. |
| FORM 990, PART XI, LINE 9 | INCOME FROM SENIOR PHARMACY SERVICES ($ 55,706) CHANGE IN VALUE OF INTEREST SWAP AGREEMENT ($724,824) CHANGE IN VALUE OF INVESTMENT OF EQUITY $40,031 TRANSFER OF NET ASSETS - WESLEY AT HOME ($1,005,957) ----------- ($1,746,456) |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESLEY WOODS AT NEW ALBANY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5155 N HIGH STREET | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43214 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 474479239 | EIN |
| Primary Activities | NURSING/RES L | PrimaryActivitiesTxt |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Total Income | $4,898,063 | TotalIncomeAmt |
| End Of Year Assets | $43,708,980 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | METH RET CEN | BusinessNameLine1Txt |
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 |
|---|---|---|---|---|---|---|---|---|---|---|
| WESLEY AT HOME INC | ||||||||||
| 5155 N HIGH STREET | COLUMBUS | OH | 43214 | 311152032 | ADULT DAYCARE | OH | 501(C)(3) | 10 | MET RET CNTR | Yes (true) |
| WESLEY GLEN INC | ||||||||||
| 5155 N HIGH STREET | COLUMBUS | OH | 43214 | 310738614 | HEALTHCARE | OH | 501(C)(3) | 10 | MET RET CNTR | Yes (true) |
| WESLEY RIDGE INC | ||||||||||
| 2225 LC SR 256 | REYNOLDSBURG | OH | 43068 | 311461485 | HEALTHCARE | OH | 501(C)(3) | 10 | MET RET CNTR | Yes (true) |
| WESLEY GLEN HEALTH SERVICES CORP | ||||||||||
| 5155 N HIGH STREET | COLUMBUS | OH | 43214 | 311614458 | HEALTHCARE | OH | 501(C)(3) | 12B TYPE II | MET RET CNTR | Yes (true) |
| WELSEY RIDGE RESIDENCE CORP | ||||||||||
| 2225 LC SR 256 | REYNOLDSBURG | OH | 43068 | 311595342 | HEALTHCARE | OH | 501(C)(3) | 10 | MET RET CNTR | Yes (true) |
| HOSPICE SERVICES AT METHODIST ELDERCARE | ||||||||||
| 5155 NORTH HIGH STREET | COLUMBUS | OH | 43214 | 271188840 | HOSPICE | OH | 501(C)(3) | 10 | MET RET CNTR | Yes (true) |
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 | 5155 N High Street | AddressLine1Txt |
| City | Columbus | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43214 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 454618459 | EIN |
| Primary Activities | HEALTHCARE | PrimaryActivitiesTxt |
| Legal Domicile State | OH | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MET RET CNTR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | UNRELATED | PredominantIncomeTypeTxt |
| Share Of Total Income | $55,706 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $364,011 | ShareOfEOYAssetsAmt |
| Disproportionate Allocations | false | DisproportionateAllocationsInd |
| UBI Code V | $0 | UBICodeVAmt |
| Ownership | 0.16667 | OwnershipPct |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Methodist Eldercare Physician Services | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5155 N High Street | AddressLine1Txt |
| City | Columbus | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43214 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 471567121 | EIN |
| Primary Activities | Nursing/Res L | PrimaryActivitiesTxt |
| Legal Domicile State | OH | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C corp | EntityTypeTxt |
| Share Of Total Income | $0 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $0 | ShareOfEOYAssetsAmt |
| Controlled Organization | false | ControlledOrganizationInd |
| 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 | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| 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 | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | 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 | false | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (18 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| HOSPICE SERVICES AT METHODIST ELDERCARE | ||
| P | $964,455 | CASH OR FMV |
| HOSPICE SERVICES AT METHODIST ELDERCARE | ||
| S | $1,441,029 | CASH OR FMV |
| HOSPICE SERVICES AT METHODIST ELDERCARE | ||
| L | $148,630 | CASH OR FMV |
| WESLEY AT HOME | ||
| S | $1,092,647 | CASH OR FMV |
| WESLEY GLEN INC | ||
| P | $8,723,795 | CASH OR FMV |
| WESLEY GLEN INC | ||
| S | $1,600,000 | CASH OR FMV |
| WESLEY GLEN INC | ||
| L | $1,103,188 | CASH OR FMV |
| WESLEY GLEN INC | ||
| Q | $52,751 | CASH OR FMV |
| WESLEY RIDGE INC | ||
| S | $3,600,000 | CASH OR FMV |
| WESLEY RIDGE INC | ||
| L | $402,985 | CASH OR FMV |
| WESLEY RIDGE INC | ||
| P | $2,687,455 | CASH OR FMV |
| WESLEY RIDGE RESIDENCE CORP | ||
| P | $4,228,322 | CASH OR FMV |
| WESLEY RIDGE RESIDENCE CORP | ||
| S | $500,000 | CASH OR FMV |
| WESLEY RIDGE RESIDENCE CORP | ||
| L | $384,788 | CASH OR FMV |
| WESLEY GLEN HEALTH SERVICES CORP | ||
| R | $100,000 | CASH OR FMV |
| WESLEY GLEN INC | ||
| R | $150,000 | CASH OR FMV |
| WESLEY PHYSICIAN SERVICES | ||
| P | $125,149 | CASH OR FMV |
| WESLEY PHYSICIAN SERVICES | ||
| S | $60,000 | CASH OR FMV |