THE MCGREGOR FOUNDATION: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE MCGREGOR FOUNDATION (EIN 34-0714356)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202503219349301775
- Schema version
- 2024v5.2
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule I
- Schedule J
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T07:07:50-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 872525370 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITRIN COOPERMAN ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 28601 CHAGRIN BLVD SUITE 210 | AddressLine1Txt |
| City | WOODMERE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44122 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 340714356 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MCGREGOR FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MCGR | BusinessNameControlTxt |
| Phone | 2168518200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14900 PRIVATE DRIVE | AddressLine1Txt |
| City | EAST CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44112 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANN CONN | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 2168518200 | PhoneNum |
| Signature | 2025-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID REAPE | PreparerPersonNm |
| PTIN | P00068117 | PTIN |
| Phone | 2168311200 | PhoneNum |
| Preparation | 2025-11-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JENNIFER HAYES | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14900 PRIVATE DRIVE | AddressLine1Txt |
| City | EAST CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44112 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $52,358,637 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MCGREGORAMASA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1904 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | THE MCGREGOR FOUNDATION PROVIDES SKILLED NURSING, LONG-TERM CARE, INDEPENDENT APARTMENTS, AND GRANTS TO NON-PROFITS TO PROMOTE INDIVIDUAL CHOICE BY PROVIDING OPTIONS, GUIDANCE AND SUPPORT ALONG LIFE'S JOURNEY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 20 | VotingMembersIndependentCnt |
| Total Employee | 472 | TotalEmployeeCnt |
| Total Volunteers | 188 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,494,371 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,922,467 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $21,049,100 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $18,476,766 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,020,157 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,941,104 | CYInvestmentIncomeAmt |
| PY Other Revenue | $19,132 | PYOtherRevenueAmt |
| CY Other Revenue | $340,015 | CYOtherRevenueAmt |
| PY Total Revenue | $27,582,760 | PYTotalRevenueAmt |
| CY Total Revenue | $24,680,352 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,463,477 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $960,970 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $11,493,476 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $11,815,806 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $11,519,185 | PYOtherExpensesAmt |
| CY Other Expenses | $11,572,991 | CYOtherExpensesAmt |
| PY Total Expenses | $24,476,138 | PYTotalExpensesAmt |
| CY Total Expenses | $24,349,767 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,106,622 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $330,585 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $130,406,106 | TotalAssetsBOYAmt |
| Total Assets EOY | $136,299,645 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $32,609,870 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $32,656,468 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $97,796,236 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $103,643,177 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE MCGREGOR HOME EXISTS TO PROVIDE A SUPERIOR RESIDENCE IN EAST CLEVELAND FOR INDIVIDUALS IN NEED TO AGE SUCCESSFULLY IN "A PLACE THEY CALL HOME." | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $19,009,893 | ExpenseAmt |
| Revenue | $16,815,009 | RevenueAmt |
| Desc | PROVIDED 50,955 RESIDENT DAYS OF CARE DURING THE YEAR. SERVED THE ELDERLY IN THE CITY OF EAST CLEVELAND, OHIO WITH DIGNIFIED CARE IN GRACIOUS SURROUNDINGS. OFFERED LIVING ARRANGEMENTS FROM ASSISTED CARE TO NURSING PLUS A UNIT DESIGNED TO SERVE THE SPECIAL NEEDS OF MEMORY IMPAIRED RESIDENTS AND A TEMPORARY CARE PROGRAM. PROVIDED NO-COST OR REDUCED COST CARE TO RESIDENTS WHO MEET CERTAIN SPECIFIED CRITERIA UNDER ITS CHARITY CARE POLICY. OFFERED A STIMULATING VARIETY OF SOCIAL ACTIVITIES AND CULTURAL PROGRAMS TO ITS RESIDENTS. PROVIDED A SAFE AND SECURE ENVIRONMENT WHILE MAXIMIZING THE RESIDENTS' INDEPENDENCE AND SELF-ESTEEM. ALSO, PROVIDED AN IDEAL ENVIRONMENT FOR A FULL AND HAPPY LIFESTYLE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $960,970 | ExpenseAmt |
| Grant | $960,970 | GrantAmt |
| Desc | THE MCGREGOR FOUNDATION PROVIDES GRANTS TO FURTHER ITS MISSION THROUGH OTHER NON-PROFIT ORGANIZATIONS IN NORTHEAST OHIO. THE ANNUAL GRANTS PROVIDE FUNDING IN THREE MAJOR AREAS: ENHANCING THE QUALITY OF LIFE FOR SENIORS; EXPANDING THE SERVICE INFRASTRUCTURE SURROUNDING AFFORDABLE HOUSING WITH SERVICES; AND THE RECRUITMENT, EDUCATION, TRAINING AND RETENTION OF HEALTH CARE PROFESSIONALS NECESSARY TO PROVIDE QUALITY MEDICAL CARE TO SENIORS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenue | $1,661,757 | RevenueAmt |
| Desc | THE MCGREGOR FOUNDATION PROVIDES MANAGEMENT SERVICES TO ITS RELATED ORGANIZATIONS. THE ORGANIZATIONS REIMBURSE THE FOUNDATION FOR EXPENSES PAID ON THEIR BEHALF. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $19,970,863 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | 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 | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| 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 | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 71 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 472 | 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 | 20 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 20 | 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 | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JENNIFER HAYES | PersonNm |
| Phone | 2168518200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14900 PRIVATE DRIVE | AddressLine1Txt |
| City | EAST CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44112 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (28 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| ANDREW HARING | ||||||||
| DIRECTOR | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ANGELA WILCOXSON | ||||||||
| DIRECTOR | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ANTHONY KUHEL | ||||||||
| DIRECTOR | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| BRADLEY KNAPP | ||||||||
| TREASURER | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| CAROLINE GLADSTONE | ||||||||
| DIRECTOR | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTOPHER HEINTEL | ||||||||
| DIRECTOR | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID NEISWANDER | ||||||||
| DIRECTOR | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DEBORAH DALLMANN | ||||||||
| DIRECTOR | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DEBORAH PERKINS | ||||||||
| DIRECTOR | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DIANA MORRIS | ||||||||
| DIRECTOR | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DONTE GIBBS | ||||||||
| DIRECTOR | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DR CLAUDIA OWENS | ||||||||
| DIRECTOR | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DR COLLEEN SWEENEY | ||||||||
| DIRECTOR | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN MOODY | ||||||||
| DIRECTOR | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| KATHERINE NAGEL | ||||||||
| CHAIR OF THE BOARD | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| LISA KIOUS MCGOVERN | ||||||||
| DIRECTOR | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL BECKHAM | ||||||||
| VICE CHAIR OF THE BOARD | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| RENEE HARDWICK | ||||||||
| DIRECTOR | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| STUART COLLINS | ||||||||
| DIRECTOR | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS CAMPANELLA | ||||||||
| DIRECTOR | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| SUSAN ALTHANS | ||||||||
| BOARD SECRETARY | 24.00 | 6.00 | $126,361 | $0 | $3,353 | Yes (X) | ||
| ANN CONN | ||||||||
| CEO | 15.00 | 25.00 | $429,275 | $0 | $25,270 | Yes (X) | ||
| JENNIFER HAYES | ||||||||
| CFO/ASSISTANT TREASURER | 15.00 | 25.00 | $267,877 | $0 | $27,493 | Yes (X) | ||
| YUVETTE BOZMAN | ||||||||
| EXECUTIVE DIRECTOR | 30.00 | 10.00 | $181,208 | $0 | $5,436 | Yes (X) | ||
| LEEANN O'BRIEN | ||||||||
| CHIEF MARKETING & COMMUNICATIO | 20.00 | 20.00 | $133,558 | $0 | $3,677 | Yes (X) | ||
| PHYLLIS TABBS | ||||||||
| DON | 40.00 | 0.00 | $148,766 | $0 | $1,962 | Yes (X) | ||
| SANDRA MAULDIN | ||||||||
| HR DIRECTOR | 20.00 | 20.00 | $137,028 | $0 | $4,043 | Yes (X) | ||
| LISA MACARTNEY | ||||||||
| DIRECTOR OF FINANCE | 10.00 | 30.00 | $127,038 | $0 | $3,871 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,551,111 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $75,105 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 12 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SODEXO OPERATIONS LLC | |||||
| PO BOX 360170 | PITTSBURGH | PA | 152516170 | FOOD SERVICES | $2,040,586 |
| HEALTHPRO HERITAGE | |||||
| PO BOX 69268 | BALTIMORE | MD | 212649268 | THERAPY | $1,070,463 |
| FIT TECHNOLOGIES LLC | |||||
| 1375 EUCLID AVENUE 500 | CLEVELAND | OH | 44115 | IT SERVICES | $477,700 |
| INSURANCE PARTNERS AGENCY LLC | |||||
| PO BOX 72500 | CLEVELAND | OH | 44192 | INSURANCE BROKER | $320,136 |
| COMMUNITY LIVING HOLDINGS LLC | |||||
| 13028 COLLECTION CENTER DR | CHICAGO | IL | 60693 | EVS SERVICES | $296,854 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 7 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $1,720,000 | RelatedOrganizationsAmt |
| All Other Contributions | $1,202,467 | AllOtherContributionsAmt |
| Total Contributions | $2,922,467 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| RESIDENT SERVICES | 623000 | $16,815,009 | $16,815,009 |
| MANAGEMENT FEES | 541900 | $1,661,757 | $1,661,757 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $18,476,766 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,306,665 | TotalRevenueColumnAmt |
| Exclusion | $2,306,665 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $356,036 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $16,021 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $340,015 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $340,015 | TotalRevenueColumnAmt |
| Exclusion | $340,015 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $28,296,703 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $27,662,264 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $634,439 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $634,439 | TotalRevenueColumnAmt |
| Exclusion | $634,439 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $24,680,352 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $18,476,766 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,281,119 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $960,970 | TotalAmt |
| Program Services | $960,970 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $879,629 | TotalAmt |
| Program Services | $645,790 | ProgramServicesAmt |
| Management And General | $233,839 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,338,175 | TotalAmt |
| Program Services | $6,895,401 | ProgramServicesAmt |
| Management And General | $2,442,774 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,572 | TotalAmt |
| Program Services | $4,305 | ProgramServicesAmt |
| Management And General | $86,267 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $686,632 | TotalAmt |
| Program Services | $635,227 | ProgramServicesAmt |
| Management And General | $51,405 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $820,798 | TotalAmt |
| Program Services | $646,523 | ProgramServicesAmt |
| Management And General | $174,275 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,195 | TotalAmt |
| Management And General | $33,195 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,971 | TotalAmt |
| Management And General | $67,971 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $265,250 | TotalAmt |
| Management And General | $265,250 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,335,051 | TotalAmt |
| Program Services | $3,335,051 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $160,188 | TotalAmt |
| Management And General | $160,188 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $274,714 | TotalAmt |
| Program Services | $15,286 | ProgramServicesAmt |
| Management And General | $259,428 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $567,635 | TotalAmt |
| Program Services | $567,635 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,891 | TotalAmt |
| Management And General | $7,891 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,405 | TotalAmt |
| Management And General | $48,405 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,293,797 | TotalAmt |
| Program Services | $1,293,797 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,522,810 | TotalAmt |
| Program Services | $1,522,810 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $142,990 | TotalAmt |
| Program Services | $142,990 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| MEDICAL & OTHER SUPPLY | $1,592,611 | $1,577,491 | $15,120 |
| MEDICAID BED TAX | $841,777 | $841,777 | |
| MAINTENANCE | $725,899 | $235,526 | $490,373 |
| RESIDENT EVENTS | $363,372 | $363,372 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $329,435 | TotalAmt |
| Program Services | $286,912 | ProgramServicesAmt |
| Management And General | $42,523 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,349,767 | TotalAmt |
| Program Services | $19,970,863 | ProgramServicesAmt |
| Management And General | $4,378,904 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,100 | BOYAmt |
| EOY | $3,100 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $312,015 | BOYAmt |
| EOY | $1,178,162 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,065,626 | BOYAmt |
| EOY | $2,533,810 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,512,675 | BOYAmt |
| EOY | $22,013,446 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $359,656 | BOYAmt |
| EOY | $453,105 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $58,064,761 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $36,226,880 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,959,091 | BOYAmt |
| EOY | $21,837,881 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75,516,630 | BOYAmt |
| EOY | $78,876,018 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $509,990 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,200,128 | BOYAmt |
| EOY | $1,727,875 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $765,007 | BOYAmt |
| EOY | $723,154 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,712,178 | BOYAmt |
| EOY | $6,443,104 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $130,406,106 | BOYAmt |
| EOY | $136,299,645 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,754,668 | BOYAmt |
| EOY | $3,699,819 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,920,000 | BOYAmt |
| EOY | $25,920,000 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $155,429 | BOYAmt |
| EOY | $230,881 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,779,773 | BOYAmt |
| EOY | $2,805,768 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,609,870 | BOYAmt |
| EOY | $32,656,468 | 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 | $88,316,778 | BOYAmt |
| EOY | $94,294,207 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,479,458 | BOYAmt |
| EOY | $9,348,970 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $97,796,236 | BOYAmt |
| EOY | $103,643,177 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $130,406,106 | BOYAmt |
| EOY | $136,299,645 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $330,585 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $5,486,356 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $30,000 | OtherChangesInNetAssetsAmt |
| 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 | $2,381,033 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,693,416 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $753,402 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,494,371 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,922,467 | CurrentTaxYearAmt |
| Total | $15,244,689 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $17,415,788 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,160,663 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,697,658 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $21,049,100 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $18,476,766 | CurrentTaxYearAmt |
| Total | $88,799,975 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $19,796,821 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $21,854,079 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,451,060 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $24,543,471 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $21,399,233 | CurrentTaxYearAmt |
| Total | $104,044,664 | 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 | $1,022,184 | CurrentTaxYearAmt |
| Total | $1,022,184 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $1,022,184 | CurrentTaxYearAmt |
| Total | $1,022,184 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $103,022,480 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,893,874 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,819,001 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,892,182 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,816,305 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,662,701 | CurrentTaxYearAmt |
| Total | $11,084,063 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,893,874 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,819,001 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,892,182 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,816,305 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,662,701 | CurrentTaxYearAmt |
| Total | $11,084,063 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $21,690,695 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $23,673,080 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $18,343,242 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $27,359,776 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $24,061,934 | CurrentTaxYearAmt |
| Total | $115,128,727 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.89480 | PublicSupportCY509Pct |
| Public Support PY509 | 0.90160 | PublicSupportPY509Pct |
| Investment Income CY | 0.09630 | InvestmentIncomeCYPct |
| Investment Income PY | 0.09840 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,709,458 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $258,709 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $607,019 | OtherExpendituresAmt |
| End Year Balance | $4,361,148 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,102,439 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $607,019 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $4,709,458 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,715,977 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$613,538 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $4,102,439 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,682,243 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $33,734 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $4,715,977 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,731,049 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$48,806 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $4,682,243 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $220,697 | OtherCostOrOtherBasisAmt |
| Book Value | $220,697 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $48,736,635 | OtherCostOrOtherBasisAmt |
| Depreciation | $29,244,240 | DepreciationAmt |
| Book Value | $19,492,395 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,010,358 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,780,430 | DepreciationAmt |
| Book Value | $1,229,928 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,097,071 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,202,210 | DepreciationAmt |
| Book Value | $894,861 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $21,837,881 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED COMP | $102,418 |
| TENANT SECURITY DEPOSIT | $3,350 |
| HUD SECTION 202 CAPITAL ADVANCE | $2,700,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,805,768 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | RESIDENT FUNDS LIABILITY RESIDENT FUNDS REQUIRED FOR OHIO MEDICAID PROGRAM ARE LISTED ON THE BALANCE SHEET OF FORM 990, PART X, LINE 21. |
| PART V, LINE 4: | THE HOME USES THE PROCEEDS FROM THE ENDOWMENT FUNDS FOR GENERAL LONG-TERM OPERATIONS ON THE EAST CLEVELAND CAMPUS. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (35 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| ALL FAITHS PANTRY | |||||||||
| PO BOX 34239 | PARMA | OH | 44134 | 800446036 | 501(C)(3) | $15,000 | $0 | TO PROVIDE HOME DELIVERY OF GROCERIES TO SENIORS | |
| BIGHEARTED BLOOMS | |||||||||
| 5122 ST CLAIR AVE | CLEVELAND | OH | 44103 | 824792051 | 501(C)(3) | $7,500 | $0 | FOR OPERATING SUPPORT | |
| BUSINESS VOLUNTEERS UNLIMITED | |||||||||
| 1300 EAST 9TH STREET SUITE 1220 | CLEVELAND | OH | 44114 | 341724581 | 501(C)(3) | $10,000 | $0 | TO PROVIDE CAPACITY BUILDING SERVICES FOR NONPROFITS | |
| CLEVELAND HEARING & SPEECH CENTER | |||||||||
| 11635 EUCLID AVE | CLEVELAND | OH | 44106 | 340714648 | 501(C)(3) | $20,000 | $0 | FOR THE SENIOR HEARING AID AND AUDIOLOGY SERVICES PROGRAM | |
| CLEVELAND METROPARKS | |||||||||
| 4101 FULTON PARKWAY | CLEVELAND | OH | 44144 | 346000704 | GOVERNMENT | $50,000 | $0 | FOR FOREST HILL PARK RESTORATION | |
| DIGITALC | |||||||||
| 6815 EUCLID AVE | CLEVELAND | OH | 44103 | 811731053 | 501(C)(3) | $15,120 | $0 | CONNECTION AND TRAINING FOR CLEVELANDS SENIOR RESIDENTS | |
| EAST CLEVELAND FIRE DEPARTMENT | |||||||||
| 1822 MARLOES AVE | EAST CLEVELAND | OH | 44112 | 346000889 | GOVERNMENT | $14,500 | $0 | FOR ARSON CANINE PROGRAM | |
| EAST CLEVELAND PUBLIC LIBRARY | |||||||||
| 14101 EUCLID AVENUE | EAST CLEVELAND | OH | 44112 | 346000891 | GOVERNMENT | $25,000 | $0 | FOR THE MOBILE OUTREACH DIGITAL LITERACY PROGRAM AND FURNITURE | |
| ENTERPRISE COMMUNITY PARTNERS | |||||||||
| 812 HURON ROAD E SUITE 880 | CLEVELAND | OH | 44115 | 521231931 | 501(C)(3) | $10,000 | $0 | TO ADVANCE AFFORDABLE HOUSING POLICY FOR SENIORS | |
| FAIRFAX RENAISSANCE DEVELOPMENT CORPORATION | |||||||||
| 8111 QUINCY AVENUE SUITE 100 | CLEVELAND | OH | 44104 | 341706856 | 501(C)(3) | $25,000 | $0 | FOR GRIOT VILLAGE | |
| FAIRHILL PARTNERS | |||||||||
| 12200 FAIRHILL RD | CLEVELAND | OH | 44120 | 341549927 | 501(C)(3) | $10,000 | $0 | TO EXPAND ACCESS TO EQUITABLE HEALTHCARE | |
| FAMICOS FOUNDATION | |||||||||
| 1325 ANSEL ROAD | CLEVELAND | OH | 44106 | 341053534 | 501(C)(3) | $10,000 | $0 | FOR THE SENIOR HOME REPAIR PROGRAM | |
| GRANTMAKERS IN AGING | |||||||||
| 901 NORTH GLEBE ROAD | ARLINGTON | VA | 22203 | 270606927 | 501(C)(3) | $7,500 | $0 | FOR 2024 CONFERENCE | |
| GREATER CLEVELAND NEIGHBORHOOD CENTERS ASSOCIATION | |||||||||
| 1814 EAST 40TH STREET SUITE 4D | CLEVELAND | OH | 44103 | 340714688 | 501(C)(3) | $40,000 | $0 | ICONNECT | |
| GREATER CLEVELAND VOLUNTEERS | |||||||||
| 4415 EUCLID AVE SUITE 200 | CLEVELAND | OH | 44103 | 341356768 | 501(C)(3) | $10,000 | $0 | FOR CHAT PALS TO PROVIDE SUPPORT TO SOCIALLY ISOLATED OLDER ADULTS. | |
| KARAMU HOUSE | |||||||||
| 2355 E 89TH STREET | CLEVELAND | OH | 44106 | 340714448 | 501(C)(3) | $20,000 | $0 | TO PROVIDE TAP DANCING CLASSES FOR SENIORS | |
| LORAIN COUNTY OFFICE ON AGING | |||||||||
| 534 ABBE RD S | ELYRIA | OH | 44035 | 341136543 | 501(C)(3) | $20,000 | $0 | OPERATING SUPPORT | |
| LUTHERAN METROPOLITAN MINISTRY | |||||||||
| 4515 SUPERIOR AVENUE | CLEVELAND | OH | 44103 | 341043756 | 501(C)(3) | $40,000 | $0 | FOR THE GUARDIANSHIP PROGRAM | |
| MAY DUGAN CENTER | |||||||||
| 4115 BRIDGE AVE | CLEVELAND | OH | 44113 | 237061949 | 501(C)(3) | $25,000 | $0 | FOR SENIOR PROGRAMMING | |
| NORTHWEST NEIGHBORHOODS CDC | |||||||||
| 6516 DETROIT AVENUE SUITE 1 | CLEVELAND | OH | 44102 | 237376130 | 501(C)(3) | $10,000 | $0 | FOR THE SENIOR HOME REPAIR PROGRAM | |
| OLD BROOKLYN COMMUNITY DEVELOPMENT CORPORATION | |||||||||
| 4274 PEARL RD | CLEVELAND | OH | 44109 | 341177633 | 501(C)(3) | $10,000 | $0 | TO PROVIDE HOME REPAIRS FOR SENIORS | |
| PREVENT BLINDNESS | |||||||||
| HILLCREST MEDICAL BLDG 1 6803 | CLEVELAND | OH | 44124 | 363667121 | 501(C)(3) | $10,000 | $0 | TO PROVIDE ACCESS TO FREE EYEGLASSES AND DIRECT VISION SERVICES TO SENIORS | MAYFIELD RD STE 111 |
| SENIOR CITIZEN RESOURCES INC | |||||||||
| 3100 DEVONSHIRE | CLEVELAND | OH | 44109 | 341098212 | 501(C)(3) | $25,000 | $0 | FOR OPERATING SUPPORT | |
| SENIOR TRANSPORTATION CONNECTION (STC) | |||||||||
| 4735 W 150 ST STE A | CLEVELAND | OH | 44135 | 300319480 | 501(C)(3) | $40,000 | $0 | FOR OPERATING SUPPORT | |
| SLAVIC VILLAGE DEVELOPMENT | |||||||||
| 5620 BROADWAY AVE | CLEVELAND | OH | 44107 | 341344279 | 501(C)(3) | $10,000 | $0 | FOR SENIOR HOUSING INITIATIVE | |
| SMART DEVELOPMENT INC | |||||||||
| 1192 E 40TH STREET | CLEVELAND | OH | 44114 | 824991900 | 501(C)(3) | $25,000 | $0 | TO PROVIDE WRAPAROUND SUPPORT TO REFUGEE, IMMIGRANT, & LIMITED-ENGLISH SPEAKING SENIORS | |
| THE CENTER FOR COMMUNITY SOLUTIONS | |||||||||
| 1300 EAST 9TH STREET SUTIE 1703 | CLEVELAND | OH | 44114 | 340714723 | 501(C)(3) | $20,000 | $0 | FOR THE COUNCIL ON OLDER PERSONS (COOP) | |
| THE LEGAL AID SOCIETY OF CLEVELAND | |||||||||
| 1223 WEST SIXTH STREET | CLEVELAND | OH | 44113 | 340866026 | 501(C)(3) | $40,000 | $0 | FOR LEGAL SERVICES FOR OLDER ADULTS | |
| THE LESBIAN GAY BISEXUAL TRANSGENDER COMMUNITY CENTER OF GREATER CLEVELAND | |||||||||
| 6705 DETROIT AVE | CLEVELAND | OH | 44102 | 341190920 | 501(C)(3) | $25,000 | $0 | TO PROVIDE HEALTH, WELLNESS, AND ADVOCACY SERVICES TO LGBTQ+ SENIORS. | |
| THE SPANISH AMERICAN COMMITTEE | |||||||||
| 4407 LORAIN AVE | CLEVELAND | OH | 44113 | 341028559 | 501(C)(3) | $25,000 | $0 | TO PROVIDE CASE MANAGEMENT AND PROGRAMMING FOR LATINO SENIORS | |
| UNION MILES DEVELOPMENT CORPORATION | |||||||||
| 4127 E 131ST STREET-UNIT 100 | CLEVELAND | OH | 44105 | 341336972 | 501(C)(3) | $10,000 | $0 | FOR THE SENIOR HOME REPAIR PROGRAM | |
| UNITED WAY OF GREATER CLEVELAND | |||||||||
| 1331 EUCLID AVENUE | CLEVELAND | OH | 44115 | 346516654 | 501(C)(3) | $10,000 | $0 | FOR UNITED WAY 211: CONNECTING SENIORS TO RESOURCES FOR THEIR NEEDS | |
| UNITED WAY OF GREATER LORAIN COUNTY | |||||||||
| 642 BROADWAY | LORAIN | OH | 44052 | 341011104 | 501(C)(3) | $10,000 | $0 | FOR UNITED WAY 211: CONNECTING SENIORS TO RESOURCES FOR THEIR NEEDS | |
| URSULINE PIAZZA | |||||||||
| 7801 DETROIT AVENUE | CLEVELAND | OH | 44102 | 371655740 | 501(C)(3) | $10,000 | $0 | FOR SOCIAL ENGAGEMENT FOR SENIORS LIVING WITH HIV | |
| YWCA GREATER CLEVELAND | |||||||||
| 4019 PROSPECT AVENUE | CLEVELAND | OH | 44103 | 340714800 | 501(C)(3) | $10,000 | $0 | FOR SUPPORT OF RESIDENTS OF COGSWELL HALL | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 35 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION RECEIVES APPLICATIONS FOR GRANTS FOR ENHANCING THE QUALITY OF LIFE AND THE MEDICAL CARE OF SENIORS, INCLUDING THE RECRUITMENT, EDUCATION, TRAINING AND RETENTION OF HEALTH CARE PROFESSIONALS NECESSARY TO PROVIDE QUALITY MEDICAL CARE TO SENIORS. EACH GRANT IS APPROVED BY THE DISTRIBUTION COMMITTEE OF THE ORGANIZATION. THE RECIPIENT OF THE GRANT MUST GIVE A PROGRESS REPORT TO THE ORGANIZATION AT A TIME SPECIFIED IN THE GRANT LETTER. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ANN CONN | ||||||||||||||
| CEO | $384,317 | $0 | $44,958 | $0 | $0 | $0 | $5,770 | $0 | $19,500 | $0 | $454,545 | $0 | $0 | $0 |
| JENNIFER HAYES | ||||||||||||||
| CFO/ASSISTANT TREASURER | $235,814 | $0 | $32,063 | $0 | $0 | $0 | $7,074 | $0 | $20,419 | $0 | $295,370 | $0 | $0 | $0 |
| YUVETTE BOZMAN | ||||||||||||||
| EXECUTIVE DIRECTOR | $169,960 | $0 | $11,248 | $0 | $0 | $0 | $5,436 | $0 | $0 | $0 | $186,644 | $0 | $0 | $0 |
| PHYLLIS TABBS | ||||||||||||||
| DON | $136,191 | $0 | $12,575 | $0 | $0 | $0 | $1,962 | $0 | $0 | $0 | $150,728 | $0 | $0 | $0 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COUNTY OF CUYAHOGA OHIO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 346000817 | BondIssuerEIN |
| CUSIP | 232264HE4 | CUSIPNum |
| Bond Issued | 2014-04-24 | BondIssuedDt |
| Issue Price | $39,150,000 | IssuePriceAmt |
| Purpose | REFUNDED ISSUE - 2009 AND 2010 | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $13,230,000 | RetiredAmt |
| Total Proceeds | $39,150,000 | TotalProceedsAmt |
| Other Spent Proceeds | $39,150,000 | OtherSpentProceedsAmt |
| Substantial Completion | 2014 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | Yes (1) | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | Yes (1) | NoRebateDueInd |
| Variable Rate Issue | Yes (1) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | 0 | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | DATE REBATE COMPUTATION PERFORMED | FormAndLineReferenceDesc |
| Explanation | ISSUER NAME: COUNTY OF CUYAHOGA, OHIO DATE THE REBATE COMPUTATION WAS PERFORMED: 04/24/2024 | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE RETURNS ARE PREPARED BY AN OUTSIDE CPA AND THEN REVIEWED BY THE CFO. THE FORM 990 IS THEN DISTRIBUTED VIA EMAIL TO THE BOARD OF DIRECTORS FOR THEIR REVIEW IN ADVANCE OF THE FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION MONITORS AND ENFORCES COMPLIANCE WITH THE POLICY BY COMPLETING ANNUAL CONFLICT QUESTIONNAIRES. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ORGANIZATION DETERMINES COMPENSATION FOR OFFICERS AND KEY EMPLOYEES BY HAVING A COMPENSATION SURVEY COMPLETED EVERY THREE YEARS VIA THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE THEN VOTES ON A CONTRACT AND THE PERCENTAGE OF SALARY INCREASE FOR THE CEO. THESE PROCESSES ARE DOCUMENTED AT THE TIME THE DECISIONS ARE MADE. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST AT THE ORGANIZATION'S BUSINESS OFFICE. |
| PAGE 7, PART VII, SECTION A, #1A, COLUMN (B) | ALLOCATION OF HOURS WORKED HOURS WORKED PER WEEK ARE ALLOCATED BETWEEN THE FILING ORGANIZATION AND RELATED ORGANIZATION AS FOLLOWS FOR THE INDIVIDUALS LISTED WITHIN PART VII: ANN M. CONN - TOTAL HOURS PER WEEK = 40, SPLIT: THE MCGREGOR FOUNDATION - 15.00 HRS MCGREGOR AT OVERLOOK - 4.00 HRS MCGREGOR PACE - 15.00 HRS MCGREGOR SENIOR ASSISTED LIVING - 0.50 HRS MCGREGOR INDEPENDENT SENIOR HOUSING - 0.50 HRS NEW PROJECTS - 5.00 HRS JENNIFER HAYES - TOTAL HOURS PER WEEK = 40, SPLIT: THE MCGREGOR FOUNDATION - 15.00 HRS MCGREGOR PACE - 15.00 HRS MCGREGOR SENIOR ASSISTED LIVING - 2.00 HRS MCGREGOR AT OVERLOOK - 2.00 HRS MCGREGOR INDEPENDENT SENIOR HOUSING - 0.50 HRS NEW PROJECTS - 5.50 HRS SUSAN O ALTHANS - TOTAL HOURS PER WEEK = 30, SPLIT: MCGREGOR INDEPENDENT SENIOR HOUSING - 1.00 HRS THE MCGREGOR FOUNDATION - 24.00 HRS MCGREGOR AT OVERLOOK - 1.00 HRS MCGREGOR PACE - 3.00 HRS MCGREGOR SENIOR ASSISTED LIVING - 1.00 HRS |
| FORM 990, PART IX, LINE 11G | RESIDENT CARE PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 175,754. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 175,754. HOUSEKEEPING: PROGRAM SERVICE EXPENSES 82,961. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 82,961. LAUNDRY: PROGRAM SERVICE EXPENSES 203,918. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 203,918. PLANT OPERATIONS: PROGRAM SERVICE EXPENSES 115,551. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 115,551. IT PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 22,028. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 22,028. SOCIAL SERVICES: PROGRAM SERVICE EXPENSES 4,366. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,366. DIETARY: PROGRAM SERVICE EXPENSES 35,850. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 35,850. RESIDENT AND PARTICIPANT SERVICES: PROGRAM SERVICE EXPENSES 2,694,623. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,694,623. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUST 30,000. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| MCGREGOR AT OVERLOOK | ||||||||||
| 2187 OVERLOOK ROAD | CLEVELAND | OH | 44106 | 900506109 | HEALTHCARE | OH | 501(C)(3) | LINE 10 | THE MCGREGOR FOUNDATION | Yes (1) |
| MCGREGOR PACE | ||||||||||
| 2373 EUCLID HEIGHTS BLVD | CLEVELAND HTS | OH | 44106 | 311495382 | HEALTHCARE | OH | 501(C)(3) | LINE 10 | MCGREGOR AT OVERLOOK | Yes (1) |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGREGOR SENIOR ASSISTED LIVING LP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14900 PRIVATE DRIVE | AddressLine1Txt |
| City | EAST CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44112 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 820771384 | EIN |
| Primary Activities | LOW INCOME HOUSING | PrimaryActivitiesTxt |
| Legal Domicile State | OH | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGREGOR SENIOR ASSISTED LIVING INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | RELATED | PredominantIncomeTypeTxt |
| Share Of Total Income | -$19 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $947,911 | ShareOfEOYAssetsAmt |
| Disproportionate Allocations | 0 | DisproportionateAllocationsInd |
| General Or Managing Partner | Yes (1) | GeneralOrManagingPartnerInd |
| Ownership | 0.00790 | OwnershipPct |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AM MCGREGOR CONDOMINIUM | |||||||||||||
| 14900 PRIVATE DRIVE | EAST CLEVELAND | OH | 44112 | 201062062 | CONDO ASSOC | OH | N/A | C | 0 | ||||
| MCGREGOR SENIOR ASSISTED LIVING INC | |||||||||||||
| 14900 PRIVATE DRIVE | EAST CLEVELAND | OH | 44112 | 820676864 | HOLDING CO. | OH | C | Yes (1) | THE MCGREGOR FOUNDATION | $6 | $947,911 | 0.79000 | |
| 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 | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | Yes (1) | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | 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 | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (5 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| MCGREGOR AT OVERLOOK | ||
| D | $469,886 | FMV |
| MCGREGOR AT OVERLOOK | ||
| L | $100,157 | FMV |
| MCGREGOR SENIOR ASSISTED LIVING LP | ||
| L | $250,330 | FMV |
| MCGREGOR AT PACE | ||
| L | $1,253,091 | FMV |
| MCGREGOR INDEPENDENT LIVING LP | ||
| L | $50,400 | FMV |