OHIO LIVING QUAKER HEIGHTS: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- OHIO LIVING QUAKER HEIGHTS (EIN 31-0538523)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-08-15
- IRS object ID
- 201702279349301870
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-08-15T10:00:58-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 310800053 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLARK SCHAEFER HACKETT & CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 East Main Street Suite 500 | AddressLine1Txt |
| City | Springfield | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45502 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 310538523 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Friends Home of the OH Valley Yearly | BusinessNameLine1Txt |
| Business Name Line2 | Mtg of the Religious Soc of Friends Inc | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FRIE | BusinessNameControlTxt |
| Phone | 5138976050 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 514 W High street PO Box 677 | AddressLine1Txt |
| City | Waynesville | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45068 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Wendy L Waters-Connell | PersonNm |
| Person Title | Chief Executive Officer | PersonTitleTxt |
| Phone | 5138976050 | PhoneNum |
| Signature | 2017-07-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Matthew Shroyer | PreparerPersonNm |
| PTIN | P00737986 | PTIN |
| Phone | 9373992000 | PhoneNum |
| Preparation | 2017-07-06 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 70.61.45.114 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-07-06 | IPDt |
| IP Tm | 12:49:30 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 6C1AF148FA2ABACAE6E325E3FD5B98DBF1D6F129 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 9AE9BFCD68F52C9D1CFF8025877ACE52571D73F2 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Quaker Heights Care Community | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Wendy L Waters-Connell | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 514 W High street PO Box 677 | AddressLine1Txt |
| City | Waynesville | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45068 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $8,400,648 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.QuakerHeights.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1904 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | Operate a nursing home and assisted living facility and provide medical care for the elderly. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 162 | TotalEmployeeCnt |
| Total Volunteers | 100 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $13,112 | PYContributionsGrantsAmt |
| CY Contributions Grants | $31,700 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $8,094,947 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $7,802,725 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$24,556 | PYInvestmentIncomeAmt |
| CY Investment Income | $565,075 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $8,083,503 | PYTotalRevenueAmt |
| CY Total Revenue | $8,399,500 | 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 | $3,992,692 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,403,699 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,523,544 | PYOtherExpensesAmt |
| CY Other Expenses | $5,100,543 | CYOtherExpensesAmt |
| PY Total Expenses | $8,516,236 | PYTotalExpensesAmt |
| CY Total Expenses | $8,504,242 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$432,733 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$104,742 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $14,939,267 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,935,664 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $12,919,434 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $11,020,573 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,019,833 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,915,091 | NetAssetsOrFundBalancesEOYAmt |
| Mission | The operation of a nursing home and assisted living facility and providing medical care for the elderly residents. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $5,894,328 | ExpenseAmt |
| Revenue | $6,345,508 | RevenueAmt |
| Desc | Nursing Home: Care for elderly - Nursing home operated in accordance with medicare/medicaid regulations consisting of 98 beds from January 1 through September 30, 2016 and 70 beds from October 1 through December 31, 2016. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $954,346 | ExpenseAmt |
| Revenue | $1,404,833 | RevenueAmt |
| Desc | Assisted living : Care for elderly - 60 unit assisted living facility operated in accordance with medicare/medicaid regulations. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $46,890 | ExpenseAmt |
| Revenue | $0 | RevenueAmt |
| Desc | Independent living facilities - Housing units providing independent living monitored by nursing home staff and physicians as necessary. Office center- professional and medical offices maintained for the community and staffed by independent professionals. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $6,895,564 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | 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 |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 49 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 162 | 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | 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 | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Wendy L Waters-Connell | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5138976050 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 514 W High Street | AddressLine1Txt |
| City | Waynesville | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45068 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt |
|---|---|---|---|---|---|---|---|
| Tom Isaacs | |||||||
| Presiding Clerk | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Leanne Montgomery | |||||||
| Assistant Presiding Clerk | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Wilson Palmer | |||||||
| Treasurer | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Sharon Jewel | |||||||
| Assistant Treasurer | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | 1.00 |
| Peg Schorreck | |||||||
| Recording Clerk | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Gus Edwards | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Chuck Feicht | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Frank Huss | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Donne Hayden | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Linda Wilson | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Christine Snyder | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Wilma Watson | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Eric Wolff | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Wendy L Waters-Connell | |||||||
| Chief Executive Officer | 40.00 | Yes (X) | $125,971 | $0 | $6,544 | ||
| Sydney McBride | |||||||
| Chief Development Officer | 40.00 | Yes (X) | $50,009 | $0 | $0 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $175,980 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $6,544 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | 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 |
|---|---|---|---|---|---|
| Healthcare Services Group | |||||
| 3220 Tillman DR Suite 300 | Bensalem | PA | 19020 | Dietary and housekeeping services | $831,244 |
| Concept Rehab Inc | |||||
| 7150 Granite Circle | Toledo | OH | 43617 | Therapy Services | $825,678 |
| Kettcor | |||||
| 4301 Lyons RD | Miamisburg | OH | 45342 | Pharmacy | $176,816 |
| Dayfield Senior Solutions LLC | |||||
| 609 Woodside DR Suite C | Englewood | OH | 45322 | Accounting/Billing Services | $141,968 |
| Go Concepts | |||||
| 777 Columbus Ave | Lebanon | OH | 45036 | IT Consulting and Equipment | $121,139 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 6 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $31,700 | AllOtherContributionsAmt |
| Total Contributions | $31,700 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| Medicare/Medicaid pmts | 623000 | $4,309,336 | $4,309,336 | |
| Resident Service Reven | 623000 | $3,441,005 | $3,441,005 | |
| Rental Income | 623000 | $52,384 | $52,384 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $7,802,725 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,223 | TotalRevenueColumnAmt |
| Exclusion | $6,223 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $560,000 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $1,148 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $558,852 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $558,852 | TotalRevenueColumnAmt |
| Exclusion | $558,852 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,399,500 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,750,341 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $617,459 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $182,524 | TotalAmt |
| Program Services | $91,262 | ProgramServicesAmt |
| Management And General | $91,262 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,783,383 | TotalAmt |
| Program Services | $2,432,459 | ProgramServicesAmt |
| Management And General | $350,924 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $207,447 | TotalAmt |
| Program Services | $176,330 | ProgramServicesAmt |
| Management And General | $31,117 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $230,345 | TotalAmt |
| Program Services | $195,793 | ProgramServicesAmt |
| Management And General | $34,552 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,759 | TotalAmt |
| Management And General | $42,759 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $164,952 | TotalAmt |
| Management And General | $164,952 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $387,136 | TotalAmt |
| Program Services | $329,066 | ProgramServicesAmt |
| Management And General | $58,070 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,142 | TotalAmt |
| Management And General | $69,142 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $304,915 | TotalAmt |
| Program Services | $55,535 | ProgramServicesAmt |
| Management And General | $249,380 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $201,011 | TotalAmt |
| Program Services | $170,859 | ProgramServicesAmt |
| Management And General | $30,152 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,077 | TotalAmt |
| Program Services | $57,865 | ProgramServicesAmt |
| Management And General | $10,212 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,416 | TotalAmt |
| Management And General | $7,416 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $518,179 | TotalAmt |
| Program Services | $440,452 | ProgramServicesAmt |
| Management And General | $77,727 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $556,049 | TotalAmt |
| Program Services | $472,641 | ProgramServicesAmt |
| Management And General | $83,408 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $149,115 | TotalAmt |
| Program Services | $126,748 | ProgramServicesAmt |
| Management And General | $22,367 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Medical supplies | $1,296,433 | $1,296,433 | |
| Contracted Services | $634,188 | $634,188 | |
| License Fees and Franch | $411,523 | $349,795 | $61,728 |
| Miscellaneous expense | $207,815 | $66,138 | $141,677 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,833 | TotalAmt |
| Management And General | $81,833 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,504,242 | TotalAmt |
| Program Services | $6,895,564 | ProgramServicesAmt |
| Management And General | $1,608,678 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $535,779 | BOYAmt |
| EOY | $494,708 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $739,788 | BOYAmt |
| EOY | $728,728 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,075 | BOYAmt |
| EOY | $63,578 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $15,826,381 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $7,131,896 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,846,342 | BOYAmt |
| EOY | $8,694,485 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $751,175 | BOYAmt |
| EOY | $701,835 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,027,108 | BOYAmt |
| EOY | $2,252,330 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,939,267 | BOYAmt |
| EOY | $12,935,664 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,883,867 | BOYAmt |
| EOY | $795,088 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,396 | BOYAmt |
| EOY | $12,078 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,453,683 | BOYAmt |
| EOY | $9,439,125 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $569,488 | BOYAmt |
| EOY | $774,282 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,919,434 | BOYAmt |
| EOY | $11,020,573 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,006,721 | BOYAmt |
| EOY | $1,883,391 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,112 | BOYAmt |
| EOY | $31,700 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,019,833 | BOYAmt |
| EOY | $1,915,091 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,939,267 | BOYAmt |
| EOY | $12,935,664 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$104,742 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $47,800 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,874 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,112 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $31,700 | CurrentTaxYearAmt |
| Total | $106,486 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,088,056 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,120,369 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,424,699 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,094,947 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,802,725 | CurrentTaxYearAmt |
| Total | $42,530,796 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,088,056 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,168,169 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,438,573 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,108,059 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,834,425 | CurrentTaxYearAmt |
| Total | $42,637,282 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $42,637,282 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,844 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,261 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,203 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $18,463 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,223 | CurrentTaxYearAmt |
| Total | $40,994 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,844 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,261 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,203 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $18,463 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,223 | CurrentTaxYearAmt |
| Total | $40,994 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,090,900 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,170,430 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,449,776 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,126,522 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,840,648 | CurrentTaxYearAmt |
| Total | $42,678,276 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99900 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99910 | PublicSupportPY509Pct |
| Investment Income CY | 0.00100 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00090 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
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 |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $12,871 | OtherCostOrOtherBasisAmt |
| Book Value | $12,871 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $12,973,196 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,140,940 | DepreciationAmt |
| Book Value | $7,832,256 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,840,314 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,990,956 | DepreciationAmt |
| Book Value | $849,358 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $8,694,485 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Peace Church Risk Retention Group | Desc |
| Book Value | $701,835 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $701,835 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (5 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| MIP, insurance, & repair deposits | $61,835 |
| Reserve for Replacement | $329,422 |
| Residual receipts | $1,701,327 |
| Resident funds held by Quaker Heights | $12,078 |
| Due from affiliates | $147,668 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $2,252,330 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| Due to Quaker Heights Foundation | $141,328 |
| Deferred Revenue - SSA | $467,416 |
| Rental deposits | $18,330 |
| Due on Expansion Construction | $85,373 |
| Other Liabilities | $61,835 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $774,282 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part IV, Line 2b: | Funds the facility is required by the state to maintain at the residents' request. This money belongs to the individual residents; therefore, there is an offsetting liability equal to the asset account. |
| Part X, Line 2: | The Friends Home and its related entity, Quaker Heights Foundation, Inc., were organized as not-for-profit corporations and have secured tax exempt status under section 501(c)(3) of the internal revenue code. A provision for income taxes is not required. The single member entity, Quaker Heights, LLC, was formed to hold title to the nursing home and assisted living facility property and equipment. Formation of this entity was required under the terms of the HUD-insured mortgage. The LLC is a disregarded entity for federal and state tax purposes and is reported on the tax return of Friends Home. A provision for income taxes is not required. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 3 | Dayfield Senior Solutions, LLC provides accounting services including financial reporting, cost reporting, budget preparation, accounts receivable and accounts payable support. |
| Form 990, Part VI, Section A, line 7b | The Friends Home of the Ohio Valley Yearly Meeting of the Religious Society of Friends approves members of the governing body. |
| Form 990, Part VI, Section B, line 11b | Form 990 is reviewed by the Chief Executive Officer and the Organization's managment company (Dayfield Senior Solutions, LLC). A copy is provided to all members of the governing board prior to filing Form 990 with the IRS. |
| Form 990, Part VI, Section B, line 12c | The Organization requires a signed written conflict of interest policy by the board members on a yearly basis. |
| Form 990, Part VI, Section B, line 15 | The Board of Trustees will conduct a written assessment of the performance of the Chief Executive Officer annually. The board of trustees uses criteria from "leading age" to estabilish compensation. |
| Form 990, Part VI, Section C, line 18 | The Organization's committee that assumes responsibility for oversight of the audit of its financial statements has not changed its oversight process or selection process during the tax year. |
| Form 990, Part VI, Section C, line 19 | The Organization's governing documents, conflict of interest policy and financial statements are available to the public upon request. |
| Form 990, Part IX, line 24e | Bad Debt: Program service expenses 0. Management and general expenses 81,833. Fundraising expenses 0. Total expenses 81,833. |
| Form 990, Part XI, Line 2B, Description of financial statement reporting | The Organization's financials statements were audited by an independent accountant on a consolidated basis with Quaker Heights, LLC (A disregarded entity) and Quaker Heights Foundation, Inc. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Quaker Heights LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 514 West High Street | AddressLine1Txt |
| City | Waynesville | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45068 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 310538523 | EIN |
| Primary Activities | Operate Quaker Heights Care Community - Nursing Home and Assisted Living | PrimaryActivitiesTxt |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Quaker Heights Foundation | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 514 West High Street | AddressLine1Txt |
| City | Waynesville | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45068 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311575048 | EIN |
| Primary Activities | To support activities of Quaker Heights Care Community. | PrimaryActivitiesTxt |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(3) | ExemptCodeSectionTxt |
| Public Charity Status | Line 12a, I | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |