FRIENDSHIP VILLAGE OF COLUMBUS OHIO INC: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- FRIENDSHIP VILLAGE OF COLUMBUS OHIO INC (EIN 31-0892356)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2016-02-15
- IRS object ID
- 201630469349300938
- Schema version
- 2014v6.0
- 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 | 2016-02-15T13:32:21-06:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 381357951 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANTE & MORAN PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 65 EAST STATE ST STE 600 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43215 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 310892356 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRIENDSHIP VILLAGE OF COLUMBUS OHIO INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FRIE | BusinessNameControlTxt |
| Phone | 6148908282 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5800 FOREST HILLS BLVD | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 432312957 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LISA BURKHART | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 6148908282 | PhoneNum |
| Signature | 2016-02-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BERNIE OSTROWSKI | PreparerPersonNm |
| PTIN | P00366367 | PTIN |
| Phone | 6148493000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LISA BURKHART | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5800 FOREST HILLS BLVD | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 432312957 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $19,318,218 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.FRIENDSHIPVILLAGEOH.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1977 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | WE BRING MAINTENANCE-FREE LIVING AND PEACE OF MIND TO OVER 180 INDEPENDENT LIVING RESIDENTS. AS RESIDENTS NEED ADDITIONAL SERVICES WE OFFER ASSISTED LIVING 24 HOUR DAILY ASSISTANCE AND THE HEALTH CARE CENTER WHICH PROVIDES SKILLED NURSING SERVICES ON A SHORT TERM OR LONG TERM BASIS. DESIGNED TO ENCOURAGE INTERACTION BETWEEN RESIDENTS FRIENDSHIP VILLAGE PROVIDES A CONTINIUM OF CARE OF OLDER ADULTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 392 | TotalEmployeeCnt |
| Total Volunteers | 13 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $148,931 | PYContributionsGrantsAmt |
| CY Contributions Grants | $73,575 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $16,075,314 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $16,582,188 | CYProgramServiceRevenueAmt |
| PY Investment Income | $247,412 | PYInvestmentIncomeAmt |
| CY Investment Income | $137,559 | CYInvestmentIncomeAmt |
| PY Other Revenue | $318,710 | PYOtherRevenueAmt |
| CY Other Revenue | $336,062 | CYOtherRevenueAmt |
| PY Total Revenue | $16,790,367 | PYTotalRevenueAmt |
| CY Total Revenue | $17,129,384 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $105,290 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $69,830 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $7,456,527 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $7,543,075 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $8,955,223 | PYOtherExpensesAmt |
| CY Other Expenses | $9,422,858 | CYOtherExpensesAmt |
| PY Total Expenses | $16,517,040 | PYTotalExpensesAmt |
| CY Total Expenses | $17,035,763 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $273,327 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $93,621 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $25,471,410 | TotalAssetsBOYAmt |
| Total Assets EOY | $24,729,246 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $32,955,402 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $32,145,410 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$7,483,992 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$7,416,164 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO PROMOTE INDEPENDENCE, WELLNESS AND COMMUNITY FOR OLDER ADULTS IN AN ACTIVE AND FRIENDLY CONTINUING-CARE ENVIRONMENT. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $14,954,683 | ExpenseAmt |
| Grant | $69,830 | GrantAmt |
| Revenue | $16,582,188 | RevenueAmt |
| Desc | PROVIDING HOME AND CARE FOR OVER 330 SENIOR RESIDENTS IN A HIGHLY LABOR INTENSIVE ENVIRONMENT. UNDERWRITING SALARIES AND BENEFITS FOR NURSING, COMMUNITY LIFE, FOOD SERVICE, HOUSEKEEPING, MAINTENANCE, CHAPLIANCY, AND ADMINISTRATIVE STAFF IS OUR LARGEST BUT MOST VALUABLE EXPENSE. OUR STAFF IS 24/7 COVERING MULTIPLE SHIFTS AND HAVING A WIDE RANGE OF COMPETENCIES. THE WORK THAT IS DONE CAN BE REPETITIVE AND VERY DIFFICULT, SO KEEPING AND CULTIVATING A QUALITY WORK FORCE IS A CHALLENGING NECESSITY. INVESTING IN THIS QUALITY STAFF, ENSURES THE PHYSICAL, SPIRITUAL, SOCIAL, EMOTIONAL AND INTELLECTUAL WELLNESS OF OUR RESIDENTS. OUR STAFFING RATIOS ARE VERY HIGH COMPARED TO OTHER CARE FACILITIES AND PROMOTING THIS TIMELY AND CONSISTENT CARE IS AT THE HEART OF OUR MISSION. PHYSICAL WELLNESS OF OUR RESIDENTS IS OUR THERAPY AND PHARMACEUTICAL PROGRAMS. WE HAVE INVESTED IN ELECTRONIC MEDICAL RECORDS TO SUPPORT THE ACCURATE DISTRIBUTION OF MEDICATION. WE HAVE A COMPLETE THERAPY DEPARTMENT THAT SUPPORTS SHORT AND LONG TERM HEALTH CENTER, ASSISTED LIVING AND INDEPENDENT LIVING RESIDENTS. OVER 800 MEALS PER DAY ARE SERVED AT FRIENDSHIP VILLAGE, AND THE MAJORITY OF THE MEALS SERVED ARE IN DINING ROOMS WHERE RESIDENTS GATHER WITH THEIR FRIENDS. LARGELY A SOCIAL TIME, IT IS OFTEN RESIDENTS' HIGHLIGHT OF THE DAY. MANY COMMENT THAT THEY MOVED TO OUR COMMUNITY SPECIFICALLY BECAUSE OF THE QUALITY AND VARIETY OF OUR MEALS. WE HAVE PRIVATE DINING ROOMS AND WING LOUNGES FOR FAMILIES GATHERING TO ENJOY MEALS-JUST LIKE OUR SENIORS HOSTED IN THEIR HOMES PREVIOUSLY. WE EMPLOY AN EXECUTIVE CHEF WHO MAKES OUR MEALS CULINARY INSTEAD OF ORDINARY, DIETARY SERVICES CAN MANAGE SPECIAL DIETS. | Desc |
| Total Program Service Expenses | $14,954,683 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | 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 | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln 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 | 0 | DisregardedEntityInd |
| Related Entity | 0 | 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 | 11 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 392 | 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 |
| Form1098 C Filed | Yes (1) | Form1098CFiledInd |
| 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 | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAURA CHANAK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6145680507 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5800 FOREST HILLS BOULEVARD | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43231 | 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 |
|---|---|---|---|---|---|---|
| PHIL KOPPEL | ||||||
| PRESIDENT | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| FRANK SHEPHERD | ||||||
| VICE PRESIDENT | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SCOTT POWELL | ||||||
| SECRETARY | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JACKIE NUSSBAUM | ||||||
| TREASURER | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JOHN LINDAMAN | ||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |
| RUTH DEACON | ||||||
| RESIDENT TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |
| MAX THOMPSON | ||||||
| BOARD MEMBER | 10.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN MACKENZIE | ||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |
| KEVIN MCJUNKIN | ||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |
| TIM GOSE | ||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |
| JEFF FIVECOAT | ||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |
| FRANCES ROBBINS | ||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |
| MARY ANN BURNAM | ||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |
| LISA BURKHART | ||||||
| EXECUTIVE DIRECTOR | 50.00 | Yes (X) | $137,414 | $0 | $19,176 | |
| LAURA CHANAK | ||||||
| ACCOUNTING DIRECTOR | 50.00 | Yes (X) | $73,713 | $0 | $461 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $211,127 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $19,637 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SELECT MEDICAL REHABILITATION | |||||
| PO BOX 643920 | PITTSBURGH | PA | 15264 | THERAPY SERVICES | $722,556 |
| LIFE CARE SERVICES | |||||
| 400 LOCUS ST STE 820 | DES MOINES | IA | 50309 | MANAGEMENT SERVICES | $690,993 |
| SEYMOUR GENERAL CONTRACTING | |||||
| 17 EAST OAK ST B | CANAL WINCHESTER | OH | 43110 | REPAIR/CONTRACTING | $556,409 |
| STEDMAN FLOORING COMPANY | |||||
| PO BOX 418 | GROVEPORT | OH | 43215 | GENERAL CONTRACTING WORK/FLOORING REPLAE | $280,068 |
| VORYS SATER SEYMOUR & PEASE LLP | |||||
| PO BOX 73487 | CLEVELAND | OH | 44193 | LEGAL SERVICES | $209,136 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $73,575 | AllOtherContributionsAmt |
| Total Contributions | $73,575 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | APTS./SKILLED NURSING | Desc |
| Business | 623000 | BusinessCd |
| Total Revenue Column | $16,582,188 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $16,582,188 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $16,582,188 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $100,772 | TotalRevenueColumnAmt |
| Exclusion | $100,772 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $3,000 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $3,000 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,000 | TotalRevenueColumnAmt |
| Exclusion | $3,000 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,225,621 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,188,834 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $36,787 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $36,787 | TotalRevenueColumnAmt |
| Exclusion | $36,787 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| WORKERS' COMP. REBATE | 900099 | $120,574 | $120,574 |
| IRS PAYROLL TAX REFUND | 900099 | $118,741 | $118,741 |
| INSURANCE REBATE | 900099 | $55,690 | $55,690 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $38,057 | TotalRevenueColumnAmt |
| Exclusion | $38,057 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $333,062 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,129,384 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $16,582,188 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $473,621 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,830 | TotalAmt |
| Program Services | $69,830 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $220,792 | TotalAmt |
| Management And General | $220,792 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,176,556 | TotalAmt |
| Program Services | $5,497,135 | ProgramServicesAmt |
| Management And General | $679,421 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,729 | TotalAmt |
| Program Services | $4,068 | ProgramServicesAmt |
| Management And General | $1,661 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $666,339 | TotalAmt |
| Program Services | $593,042 | ProgramServicesAmt |
| Management And General | $73,297 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $473,659 | TotalAmt |
| Program Services | $435,766 | ProgramServicesAmt |
| Management And General | $37,893 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $371,111 | TotalAmt |
| Management And General | $371,111 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $226,068 | TotalAmt |
| Management And General | $226,068 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,986 | TotalAmt |
| Management And General | $73,986 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,082,119 | TotalAmt |
| Program Services | $876,516 | ProgramServicesAmt |
| Management And General | $205,603 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $278,385 | TotalAmt |
| Program Services | $278,385 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,134,497 | TotalAmt |
| Program Services | $2,027,772 | ProgramServicesAmt |
| Management And General | $106,725 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,602,168 | TotalAmt |
| Program Services | $1,602,168 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,113 | TotalAmt |
| Program Services | $9,686 | ProgramServicesAmt |
| Management And General | $32,427 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,322 | TotalAmt |
| Program Services | $9,806 | ProgramServicesAmt |
| Management And General | $516 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $765,638 | TotalAmt |
| Program Services | $765,638 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,458,664 | TotalAmt |
| Program Services | $1,458,664 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $132,264 | TotalAmt |
| Program Services | $132,264 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| BAD DEBT | $551,763 | $551,763 | |
| FRANCHISE TAXES | $397,464 | $397,464 | |
| WRITE OFF OF DEV. COSTS | $226,828 | $226,828 | |
| RECRUITING | $51,580 | $51,580 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,888 | TotalAmt |
| Program Services | $17,888 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,035,763 | TotalAmt |
| Program Services | $14,954,683 | ProgramServicesAmt |
| Management And General | $2,081,080 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,500 | BOYAmt |
| EOY | $1,000 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,051,584 | BOYAmt |
| EOY | $762,506 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,461,177 | BOYAmt |
| EOY | $997,866 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,844 | BOYAmt |
| EOY | $194,329 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,073 | BOYAmt |
| EOY | $62,958 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $81,465 | BOYAmt |
| EOY | $183,128 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $42,259,135 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $26,948,106 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,858,513 | BOYAmt |
| EOY | $15,311,029 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,609,104 | BOYAmt |
| EOY | $3,139,321 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,266,039 | BOYAmt |
| EOY | $1,031,279 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,054,111 | BOYAmt |
| EOY | $3,045,830 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,471,410 | BOYAmt |
| EOY | $24,729,246 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,052,349 | BOYAmt |
| EOY | $1,878,042 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,747,229 | BOYAmt |
| EOY | $8,599,493 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,460,000 | BOYAmt |
| EOY | $13,865,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,695,824 | BOYAmt |
| EOY | $7,802,875 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,955,402 | BOYAmt |
| EOY | $32,145,410 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$7,674,810 | BOYAmt |
| EOY | -$7,564,259 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $190,818 | BOYAmt |
| EOY | $148,095 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$7,483,992 | BOYAmt |
| EOY | -$7,416,164 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,471,410 | BOYAmt |
| EOY | $24,729,246 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $93,621 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$25,793 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 0 | 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 | $147,632 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $53,816 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $93,741 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $148,391 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $73,575 | CurrentTaxYearAmt |
| Total | $517,155 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,166,305 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,885,498 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,594,409 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,080,826 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,582,188 | CurrentTaxYearAmt |
| Total | $78,309,226 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,313,937 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,939,314 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,688,150 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,229,217 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,655,763 | CurrentTaxYearAmt |
| Total | $78,826,381 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $6,375 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,839 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,400 | CurrentTaxYearAmt |
| Total | $44,614 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $55,546 | CurrentTaxYearAmt |
| Total | $55,546 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $6,375 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,839 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $64,946 | CurrentTaxYearAmt |
| Total | $100,160 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $78,726,221 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $229,703 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $175,878 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $166,569 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $174,413 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $103,772 | CurrentTaxYearAmt |
| Total | $850,335 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $229,703 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $175,878 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $166,569 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $174,413 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $103,772 | CurrentTaxYearAmt |
| Total | $850,335 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | -$418 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $35,871 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $221,976 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $279,211 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $333,062 | CurrentTaxYearAmt |
| Total | $869,702 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,543,222 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,151,063 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,076,695 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,682,841 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,092,597 | CurrentTaxYearAmt |
| Total | $80,546,418 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.97740 | PublicSupportCY509Pct |
| Public Support PY509 | 0.98030 | PublicSupportPY509Pct |
| Investment Income CY | 0.01060 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01320 | 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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $580 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $580 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | MEMBERSHIP DUES IN THE AMOUNT OF $14,511 WERE PAID TO AOPHA: 4% ($580) OF THE DUES RELATED TO LOBBYING. | ExplanationTxt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $527,425 | OtherCostOrOtherBasisAmt |
| Book Value | $527,425 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $34,231,456 | OtherCostOrOtherBasisAmt |
| Depreciation | $22,203,617 | DepreciationAmt |
| Book Value | $12,027,839 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,892,347 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,773,383 | DepreciationAmt |
| Book Value | $1,118,964 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,607,907 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,971,106 | DepreciationAmt |
| Book Value | $1,636,801 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $15,311,029 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| BOND ISSUANCE COSTS, NET | $300,360 |
| ASSETS LIMITED AS TO USE HELD BY TR | $2,745,470 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $3,045,830 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REFUNDABLE ENTRANCE FEES | Desc |
| Amt | $7,802,875 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $7,802,875 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $17,033,761 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$25,793 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$25,793 | RevenueNotReportedAmt |
| Revenue Subtotal | $17,059,554 | RevenueSubtotalAmt |
| Other Revenues Not Included | $69,830 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $69,830 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $17,129,384 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $16,965,933 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $16,965,933 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $69,830 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $69,830 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $17,035,763 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE VILLAGE IS A NOT-FOR-PROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE "CODE") AND IS EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. THE VILLAGE FILES ALL APPLICABLE FEDERAL, STATE, AND LOCAL INCOME TAX RETURNS. THE VILLAGE'S FEDERAL TAX RETURNS FOR THE YEARS ENDED PRIOR TO JUNE 30, 2012 ARE NO LONGER SUBJECT TO EXAMINATION. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE VILLAGE AND RECOGNIZE A TAX LIABILITY IF THE VILLAGE HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS OR OTHER APPLICABLE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE VILLAGE AND HAS CONCLUDED THAT AS OF JUNE 30, 2015, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | RECLASS OF HARDSHIP DISCOUNTS 69,830. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | RECLASS OF HARDSHIP DISCOUNTS 69,830. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | HARDSHIP DISCOUNTS | GrantTypeTxt |
| Recipient | 5 | RecipientCnt |
| Cash Grant | $69,830 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | TO PROVIDE FINANCIAL ASSISTANCE TO RESIDENTS WHO HAVE DEVELOPED A FINANCIAL NEED DUE TO UNFORESEEN OR UNCONTROLLABLE CIRCUMSTANCES. PROCEDURE: -EACH APPLICANT MUST SUBMIT A CURRENT FINANCIAL STATEMENT SHOWING ASSETS AND MONTHLY INCOME. -EACH APPLICATION WILL BE REVIEWED BY THE EXECUTIVE DIRECTOR AND A COMMITTEE OF THE BOARD OF TRUSTEES FOR APPROVAL UNDER THE GUIDELINES ADOPTED BY THE BOARD OF TRUSTEES. GUIDELINES: LEVEL OF FINANCIAL STANDING FOR DISCOUNT CONSIDERATION: A. ASSETS SINGLE PERSON: NOT MORE THAN $5,000 COUPLE: NOT MORE THAN $8,000 B. MONTHLY INCOME EACH PERSON: THE INCOME LEVEL AT WHICH FRIENDSHIP VILLAGE OF COLUMBUS WILL CONSIDER APPLICATIONS FOR HARDSHIP DISCOUNT IS DETERMINED BY WHETHER THE RESIDENT'S MONTHLY INCOME IS LESS THAN THE SUM OF THE FOLLOWING MONTHLY EXPENSE. 1. CHARGE FOR THE STANDARD SERVICE FEE PLUS 2. CHARGES FOR TWO EXTRA MEALS PER DAY PLUS 3. MEDICAL EXPENSE NOT COVERED BY MEDICARE OR INSURANCE OVER $35/MONTH PLUS 4. AN ALLOWANCE OF ONE HUNDRED DOLLARS ($100) PER MONTH FOR INCIDENTALS C. BECAUSE OF THE EFFECT UPON OTHER RESIDENTS WHERE HARDSHIP DISCOUNT IS GRANTED THE FOLLOWING WILL BE USED IN CONSIDERING AN APPLICATION FOR DISCOUNT: 1. NO RESIDENT MAY WILLINGLY AND KNOWINGLY GIVE, TRANSFER OR CONVEY HIS/HER ASSETS OR PLEDGE THE INCOME THEREFROM TO ANY PERSON (I.E. RELATIVE BY BLOOD OR MARRIAGE, FRIEND OR INSTITUTION) DURING THE PERIOD OF TIME OF RESIDENCY AT FRIENDSHIP VILLAGE OF COLUMBUS. 2. THE EXECUTIVE DIRECTOR MAY, AT HIS DISCRETION, REQUIRE OF THE RESIDENT AN ACCOUNTING OF ASSETS STATED ON THE ENTRANCE APPLICATION IN ORDER TO DETERMINE THAT NO DELIBERATE DIVESTITURE HAS TAKEN PLACE. 3. IF DELIBERATE FALSIFICATION OF THE ENTRANCE APPLICATION OR DELIBERATE DIVESTITURE OF ASSETS HAS BEEN MADE, THE BOARD OF TRUSTEES MAY TERMINATE THE RESIDENCY AGREEMENT OF THAT RESIDENT FOR FAILURE TO MAKE ALL OR ANY PART OF THE PAYMENTS AS OUTLINED IN THE RESIDENCY AGREEMENT. 4. IF THE RESIDENT IS RESIDING IN A ONE OR TWO BEDROOM APARTMENT, THEY WILL BE REQUIRED TO RELOCATE TO AN ALCOVE UNIT WHEN ONE IS AVAILABLE. THE MOVE WILL TAKE PLACE WITHIN 90 DAYS OF THE HARDSHIP APPROVAL DATE. THE TRANSFER WILL BE IN ACCORDANCE WITH THE INTERNAL TRANSFER POLICY (OTHER THAN THE ENTRANCE FEE REFUND WILL BE PROVIDED THE RESIDENT AT THE TIME OF TRANSFER). D. REVIEW: 1. THE ADMINISTRATION MAY, AT ITS DISCRETION, REQUEST A REVISED CONFIDENTIAL FINANCIAL STATEMENT FROM ANY RESIDENT RECEIVING FINANCIAL ASSISTANCE WHEN IT IS FELT THERE IS A SIGNIFICANT CHANGE IN THEIR FINANCIAL STATUS. 2. A CURRENT CONFIDENTIAL FINANCIAL STATEMENT ON A FORM FURNISHED BY FRIENDSHIP VILLAGE OF COLUMBUS MUST BE RE-SUBMITTED IN THE MONTH OF JULY EACH YEAR FOR ALL RESIDENTS NEEDING CONTINUED FINANCIAL ASSISTANCE. E. EMERGENCY CLAUSE: 1. THE BOARD OF TRUSTEES AUTHORIZES THE EXECUTIVE DIRECTOR TO GRANT UP TO A $150 ONE TIME DISCOUNT ON AN EMERGENCY BASIS WITHOUT BOARD APPROVAL PROVIDING THE APPLICANT MEETS THE ABOVE FINANCIAL GUIDELINES. 2. THE BOARD OF TRUSTEES AUTHORIZES THE EXECUTIVE DIRECTOR TO APPROVE DEFERRED PAYMENT OF MONTHLY SERVICE FEE FOR A PERIOD OF TIME UP TO 90 DAYS IN ORDER FOR A RESIDENT TO MAKE ADJUSTMENTS IN PERSONAL FINANCES TO BE ABLE TO MEET THE MONTHLY SERVICE PAYMENT. FURTHER AUTHORIZED DEFERRED PAYMENT OF MONTHLY SERVICE FEES MUST BE APPROVED BY THE BOARD OF TRUSTEES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LISA BURKHART | PersonNm |
| Title | EXECUTIVE DIRECTOR | TitleTxt |
| Base Compensation Filing Org | $137,414 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $18,022 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $1,154 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $156,590 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | FROM 7/1/14 TO 12/31/14 A MANAGEMENT CONTRACT TO OVERSEE DAILY OPERATIONS WAS PROVIDED BY LIFE CARE SERVICES, INC. THEY PROVIDED INFORMATION SYSTEMS, MARKETING, HUMAN RESOURCES, RISK MANAGEMENT AND FINANCIAL SYSTEM SUPPORT UNDER THE CONTRACT AGREEMENT. THE EXECUTIVE DIRECTOR LISA BURKHART WAS ALSO AN EMPLOYEE OF LIFE CARE SERVICES. EFFECTIVE 1/1/15 A MANAGEMENT CONTRACT TO OVERSEE DAILY OPERATIONS IS ADMINISTERED BY UNITED CHURCH HOMES MANAGEMENT INC. PROVIDES INFORMATION SYSTEMS, MARKETING, HUMAN RESOURCES, RISK MANAGEMENT, AND FINANCIAL SYSTEM SUPPORT UNDER THE CONTRACT AGREEMENT. THE EXECUTIVE DIRECTOR LISA BURKHART IS EMPLOYED BY UNITED CHURCH HOMES. TOTAL COMPENSATION AND BENEFITS IN CALENDAR YEAR 2014 TOTALED $156,590. |
| FORM 990, PART VI, SECTION B, LINE 11 | FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR. AN ELECTRONIC COPY OF THE FORM IS PROVIDED TO ALL BOARD MEMBERS PRIOR TO FILING, ALONG WITH A SUMMARY OF THE INCREASED FILING REQUIREMENTS BEGINNING IN 2008. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH BOARD MEMBER IS REQUIRED TO SIGN A CONFLICT OF INTEREST POLICY AGREEMENT UPON ACCEPTANCE OF THE POSITION AS WELL AS ON AN ANNUAL BASIS AFTERWARD. ANNUALLY AT THE JUNE BOARD MEETING, THE POLICY IS REVIEWED BY THE PRESIDENT AND DISCLOSURE SHEETS ARE SIGNED BY EACH TRUSTEE AND KEPT ON FILE IN THE ADMINISTRATIVE FILE. IF NEW CONFLICTS ARISE, THE CONFLICT IS DISCLOSED IMMEDIATELY TO THE BOARD FOR DISCUSSION AT THE MONTHLY BOARD MEETING AND THE BOARD MEMBER WITH A CONFLICT OF INTEREST WOULD ABSTAIN FROM VOTING IN ANY RELATED MATTER. |
| FORM 990, PART VI, SECTION B, LINE 15 | MANAGEMENT PREPARES AND/OR REVIEWS THE ANNUAL PERFORMANCE REVIEW IN EACH INSTANCE FRIENDSHIP VILLAGE OF COLUMBUS HIRES A NEW EXECUTIVE DIRECTOR, DIRECTOR OF ACCOUNTING, OR ADMINISTRATIVE MEMBER. COMPENSATION FOR SIMILAR POSITIONS IS COMPILED AND COMPARED ON A REGIONAL AND NATIONAL LEVEL THROUGH AOPHA'S SALARY SURVEY TO MAINTAIN COMPETITIVE SALARIES WITHIN THE INDUSTRY. |
| FORM 990, PART VI, SECTION C, LINE 19 | BOOKS ARE KEPT IN THE RESIDENT LIBRARY, ADMINISTRATIVE OFFICE, AND FRIENDSHIP VILLAGE'S SYSTEMS NETWORK. |