FRIENDSHIP VILLAGE OF DUBLIN OHIO INC: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- FRIENDSHIP VILLAGE OF DUBLIN OHIO INC (EIN 31-0986918)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2016-04-21
- IRS object ID
- 201641129349300424
- 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
- Form 990
- Schedule A
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-04-21T12:30:30-07:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 310986918 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Friendship Village of Dublin Ohio Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FRIE | BusinessNameControlTxt |
| Phone | 6147641600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6000 Riverside Drive | AddressLine1Txt |
| City | Dublin | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43017 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jerry Kuyoth | PersonNm |
| Person Title | Executive Director | PersonTitleTxt |
| Phone | 6147641600 | PhoneNum |
| Signature | 2016-04-26 | SignatureDt |
| 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 | Jerry Kuyoth | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6000 Riverside Drive | AddressLine1Txt |
| City | Dublin | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $22,219,070 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.fvdublin.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1979 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 398 | TotalEmployeeCnt |
| Total Volunteers | 367 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $106,482 | PYContributionsGrantsAmt |
| CY Contributions Grants | $190,993 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $19,155,577 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $19,626,689 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,651,585 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,280,742 | CYInvestmentIncomeAmt |
| PY Other Revenue | $25,892 | PYOtherRevenueAmt |
| CY Other Revenue | $84,351 | CYOtherRevenueAmt |
| PY Total Revenue | $20,939,536 | PYTotalRevenueAmt |
| CY Total Revenue | $22,182,775 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $12,150 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $12,150 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $8,956,345 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $8,349,144 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $82,734 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $9,104,990 | PYOtherExpensesAmt |
| CY Other Expenses | $10,370,684 | CYOtherExpensesAmt |
| PY Total Expenses | $18,073,485 | PYTotalExpensesAmt |
| CY Total Expenses | $18,731,978 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,866,051 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,450,797 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $90,280,863 | TotalAssetsBOYAmt |
| Total Assets EOY | $98,514,080 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $58,359,412 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $64,396,766 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $31,921,451 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $34,117,314 | NetAssetsOrFundBalancesEOYAmt |
| Mission | To enhance the quality of life for older adults. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $15,501,102 | ExpenseAmt |
| Grant | $12,150 | GrantAmt |
| Revenue | $19,643,091 | RevenueAmt |
| Desc | OPERATION OF A SKILLED NURSING FACILITY WHICH HAS 60 BEDS. OPERATION OF AN ASSISTED LIVING FACILITY WHICH HAS 46 APARTMENTS. ALSO PROVIDED NON-SKILLED HOME CARE TO RESIDENTS WHO CHOOSE FOR SUPPORT. | Desc |
| Total Other Prog Srvc Expense | $0 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $0 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $15,501,102 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| 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 | 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 | Yes (1) | 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 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 | 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 | 46 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 398 | 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 | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | 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 |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Friendship Village of Dublin | BusinessNameLine1Txt |
| Business Name Line2 | c/o Craig Flickinger | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6147641600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6000 Riverside Drive | AddressLine1Txt |
| City | Dublin | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43017 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| RONALD BACHMAN | |||||||
| CHAIRMAN | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| LAURA ECKLAR | |||||||
| CHAIRMAN - ELECT | 1.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CHARLES E ANSLEY | |||||||
| TREASURER | 1.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| BRUCE PAIGE | |||||||
| SECRETARY | 1.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| RICHARD BAKER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHEREE CLARK | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KEITH DEVOE III | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KAREN ICKES | |||||||
| DIRECTOR | 1 | Yes (X) | $0 | $0 | $0 | ||
| CAROL JENKINS | |||||||
| DIRECTOR | 1 | Yes (X) | $0 | $0 | $0 | ||
| OWEN JOHNSON | |||||||
| DIRECTOR | 1 | Yes (X) | $0 | $0 | $0 | ||
| SHAWN KARASARIDES | |||||||
| DIRECTOR | 1 | Yes (X) | $0 | $0 | $0 | ||
| JOAN MANTER | |||||||
| DIRECTOR | 1 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD SCHROCK | |||||||
| DIRECTOR | 1 | Yes (X) | $0 | $0 | $0 | ||
| MARGARET TEAFORD | |||||||
| DIRECTOR | 1 | Yes (X) | $0 | $0 | $0 | ||
| BRUCE WALL | |||||||
| DIRECTOR | 1 | Yes (X) | $0 | $0 | $0 | ||
| JAMES WINFREE | |||||||
| DIRECTOR | 1 | Yes (X) | $0 | $0 | $0 | ||
| JERRY KUYOTH | |||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $146,082 | $0 | $17,202 | ||
| CRAIG FLICKINGER | |||||||
| DIRECTOR OF FINANCE | 40.00 | Yes (X) | $93,206 | $0 | $6,450 | ||
| DONALD PAUL | |||||||
| DIRECTOR OF CULINARY SERVICES | 40.00 | $134,320 | $0 | $14,383 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $373,608 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $38,035 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | 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 |
|---|---|---|---|---|---|
| REHAB CARE GROUP THERAPY | |||||
| 680 SOUTH FOURTH STREET | LOUISVILLE | KY | 40202 | THERAPY SERVICES | $640,304 |
| LIFE CARE SERVICES | |||||
| 400 LOCUST STREET | DES MOINES | IA | 50309 | MGT CONSULTING SERVICES | $351,719 |
| LIFE CARE SERVICES | |||||
| 400 LOCUST STREET | DES MOINES | IA | 50309 | MANAGEMENT FEE | $336,000 |
| RUSCILLI CONSTRUCTION | |||||
| 2041 ARLINGATE | COLUMBUS | OH | 43017 | CONSTRUCTION SERVICE | $269,271 |
| GLYNN DEVINS MARKETING & ADVERTISING | |||||
| 11230 COLLEGE BLVD | OVERLAND PARK | KS | 66210 | MARKETING SERVICES | $252,605 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $0 | FederatedCampaignsAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Fundraising | $0 | FundraisingAmt |
| Related Organizations | $0 | RelatedOrganizationsAmt |
| Government Grants | $0 | GovernmentGrantsAmt |
| All Other Contributions | $190,993 | AllOtherContributionsAmt |
| Noncash Contributions | $0 | NoncashContributionsAmt |
| Total Contributions | $190,993 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| RESIDENCY SERVICES | 531110 | $17,004,582 | $17,004,582 | $0 | $0 |
| MEDICARE/MEDICAID SERVICES | 531110 | $1,701,017 | $1,701,017 | $0 | $0 |
| INSURANCE/HMO SERVICES | 531110 | $495,671 | $495,671 | $0 | $0 |
| HOME CARE SERVICES | 621610 | $425,419 | $425,419 | $0 | $0 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $19,626,689 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $909,495 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $909,495 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $120,646 | RealAmt |
| Personal | $0 | PersonalAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $36,295 | RealAmt |
| Personal | $0 | PersonalAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $84,351 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $84,351 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $20,195 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $64,156 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,388,640 | SecuritiesAmt |
| Other | -$17,393 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,388,640 | SecuritiesAmt |
| Other | -$17,393 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,371,247 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,371,247 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rpt Fundraising Event | $0 | ContriRptFundraisingEventAmt |
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $22,182,775 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $19,646,884 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,344,898 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,150 | TotalAmt |
| Program Services | $12,150 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $337,182 | TotalAmt |
| Management And General | $337,182 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,553,000 | TotalAmt |
| Program Services | $5,808,077 | ProgramServicesAmt |
| Management And General | $694,649 | ManagementAndGeneralAmt |
| Fundraising | $50,274 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,386 | TotalAmt |
| Program Services | $46,046 | ProgramServicesAmt |
| Management And General | $21,340 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $788,222 | TotalAmt |
| Program Services | $688,026 | ProgramServicesAmt |
| Management And General | $100,196 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $603,354 | TotalAmt |
| Program Services | $533,589 | ProgramServicesAmt |
| Management And General | $59,710 | ManagementAndGeneralAmt |
| Fundraising | $10,055 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $336,000 | TotalAmt |
| Management And General | $336,000 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,326 | TotalAmt |
| Management And General | $67,326 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,100 | TotalAmt |
| Management And General | $52,100 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $397,881 | TotalAmt |
| Program Services | $397,881 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,907,768 | TotalAmt |
| Program Services | $1,910,099 | ProgramServicesAmt |
| Management And General | $997,669 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $139,381 | TotalAmt |
| Program Services | $139,381 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,411,086 | TotalAmt |
| Program Services | $1,411,086 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,619 | TotalAmt |
| Program Services | $5,239 | ProgramServicesAmt |
| Management And General | $23,380 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,599 | TotalAmt |
| Program Services | $25,026 | ProgramServicesAmt |
| Management And General | $10,573 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $897,887 | TotalAmt |
| Program Services | $897,887 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,024,094 | TotalAmt |
| Program Services | $1,801,445 | ProgramServicesAmt |
| Management And General | $202,409 | ManagementAndGeneralAmt |
| Fundraising | $20,240 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $245,608 | TotalAmt |
| Management And General | $245,608 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| FOOD | $1,308,342 | $1,308,342 | $0 |
| BAD DEBT EXPENSE | $36,000 | $36,000 | $0 |
| LETTER OF CREDIT FEE | $180,428 | $180,428 | $0 |
| LOSS ON EARLY RETIREMENT OF DEBT | $299,963 | $299,963 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,602 | TotalAmt |
| Program Services | $437 | ProgramServicesAmt |
| Fundraising | $2,165 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,731,978 | TotalAmt |
| Program Services | $15,501,102 | ProgramServicesAmt |
| Management And General | $3,148,142 | ManagementAndGeneralAmt |
| Fundraising | $82,734 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $142,877 | BOYAmt |
| EOY | $150,300 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,398,286 | BOYAmt |
| EOY | $17,114,339 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $709,675 | BOYAmt |
| EOY | $714,855 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,049 | BOYAmt |
| EOY | $70,491 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $127,685 | BOYAmt |
| EOY | $211,828 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $64,597,882 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $30,396,190 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,996,879 | BOYAmt |
| EOY | $34,201,692 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,028,796 | BOYAmt |
| EOY | $41,792,914 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,386,365 | BOYAmt |
| EOY | $1,639,646 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $428,251 | BOYAmt |
| EOY | $2,618,015 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $90,280,863 | BOYAmt |
| EOY | $98,514,080 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,718,662 | BOYAmt |
| EOY | $2,953,675 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,121,891 | BOYAmt |
| EOY | $25,687,846 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,750,000 | BOYAmt |
| EOY | $30,785,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,768,859 | BOYAmt |
| EOY | $4,970,245 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,359,412 | BOYAmt |
| EOY | $64,396,766 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,182,235 | BOYAmt |
| EOY | $33,223,416 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $739,216 | BOYAmt |
| EOY | $893,898 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,921,451 | BOYAmt |
| EOY | $34,117,314 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $90,280,863 | BOYAmt |
| EOY | $98,514,080 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $3,450,797 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,335,600 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Prior Period Adjustments | $0 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $80,666 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $91,404 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $96,849 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $131,272 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $106,482 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $191,993 | CurrentTaxYearAmt |
| Total | $618,000 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $17,859,600 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,253,444 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,083,855 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $19,155,577 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,626,689 | CurrentTaxYearAmt |
| Total | $93,979,165 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $17,951,004 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,350,293 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,215,127 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $19,262,059 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,818,682 | CurrentTaxYearAmt |
| Total | $94,597,165 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,165 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,065 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,010 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,200 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,750 | CurrentTaxYearAmt |
| Total | $24,190 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,165 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,065 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,010 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,200 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,750 | CurrentTaxYearAmt |
| Total | $24,190 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $94,572,975 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $380,791 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $538,281 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $825,887 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,178,151 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,030,141 | CurrentTaxYearAmt |
| Total | $3,953,251 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $380,791 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $538,281 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $825,887 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,178,151 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,030,141 | CurrentTaxYearAmt |
| Total | $3,953,251 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,427 | CurrentTaxYearMinus4YearsAmt |
| Total | $10,427 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $18,342,222 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,888,574 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $20,041,014 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,440,210 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,848,823 | CurrentTaxYearAmt |
| Total | $98,560,843 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.95954 | PublicSupportCY509Pct |
| Public Support PY509 | 0.9633 | PublicSupportPY509Pct |
| Investment Income CY | 0.04011 | InvestmentIncomeCYPct |
| Investment Income PY | 0.0362 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part III, Line 12 | FormAndLineReferenceDesc |
| Explanation | YEAR 2010 OTHER INCOME = $6,452 MEALS AND $3,975 MISCELLANEOUS INCOME | ExplanationTxt |
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 | $1,225 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $1,225 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule C, Part II-B, Line 1 | FormAndLineReferenceDesc |
| Explanation | PART II-B, LINE 1, LOBBYING ACTIVITIES: EXPLANATION: THE ORGANIZATION IS A MEMBER OF LEADING AGE OHIO; A PORTION OF DUES PAYMENTS TO LEADING AGE OHIO GOES TOWARD LOBBYING ACTIVITIES. MEMBERSHIP DUES IN THE AMOUNT OF $11,229 WERE PAID TO LEADING AGE OHIO: 7% ($786) OF THE DUES RELATED TO LOBBYING. MEMBERSHIP DUES IN THE AMOUNT OF $6,271 WERE PAID TO LEADING AGE NATIONAL: 7% ($439) OF THE DUES WERE RELATED TO LOBBYING. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $759,881 | BeginningYearBalanceAmt |
| Contributions | $144,459 | ContributionsAmt |
| Investment Earnings Or Losses | $22,570 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $12,150 | GrantsOrScholarshipsAmt |
| Other Expenditures | $20,862 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $893,898 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $606,778 | BeginningYearBalanceAmt |
| Contributions | $167,817 | ContributionsAmt |
| Investment Earnings Or Losses | $2,248 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $9,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $7,962 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $759,881 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $570,198 | BeginningYearBalanceAmt |
| Contributions | $59,835 | ContributionsAmt |
| Investment Earnings Or Losses | $2,627 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $8,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $17,882 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $606,778 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $499,867 | BeginningYearBalanceAmt |
| Contributions | $82,997 | ContributionsAmt |
| Investment Earnings Or Losses | $3,762 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $8,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $8,428 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $570,198 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $428,237 | BeginningYearBalanceAmt |
| Contributions | $100,460 | ContributionsAmt |
| Investment Earnings Or Losses | $7,124 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $6,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $29,954 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $499,867 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 1.00 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $3,425,126 | OtherCostOrOtherBasisAmt |
| Book Value | $3,425,126 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $53,718,676 | OtherCostOrOtherBasisAmt |
| Depreciation | $25,242,125 | DepreciationAmt |
| Book Value | $28,476,551 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $4,063,844 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,550,353 | DepreciationAmt |
| Book Value | $1,513,491 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $3,390,236 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,603,712 | DepreciationAmt |
| Book Value | $786,524 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $34,201,692 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| PROVISION FOR INTEREST RATE SWAP | $668,066 |
| DEPOSITS | $1,321,375 |
| ENTRANCE FEE REFUNDS PAYABLE | $227,027 |
| GIFT ANNUITY PAYABLE | $261,827 |
| REFUNDABLE ENTRACE FEE - R.O.C. | $2,491,950 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $4,970,245 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part V, Line 4 | PART V. LINE 4: EXPLANATION: THE FVD RESIDENTS' BENEVOLENT FUND WAS CREATED AS A PERMANENT FUND, ALLOWING FOR ONLY THE INTEREST INCOME TO BE SPENT. THE PRIMARY USE FOR THIS FUND IS TO PROVIDE REVENUE TO OFFSET THE COST FOR LIFE CARE RESIDENTS WHO HAVE OUTLIVED THEIR PERSONAL FINANCIAL MENAS. THE JOHN SCHWARCK SCHOLARSHIP FUND WAS CREATED TO SUPPORT SELECTED EMPLOYEES AND/OR THEIR LEGAL DEPENDENTS AS THEY SEEK A COLLEGE EDUCATION. THE FVD HEALTH SERVICES FUND WAS CREATED TO PROVIDE ADDITIONAL FINANCIAL RESOURCES TO HELP SECURE THE PRESENT AND FUTURE HEALTH AND COMFORT OF THE RESIDENTS. UNLESS OTHERWISE INDICATED, CONTRIBUTIONS TO THE FVD HEALTH SERVICES FUND WILL BE DIRECTED TOWARD PURCHASING SPECIALIZED EQUIPMENT, FACILITIES IMPROVEMENTS AND RELATED EXPENDITURES IN THE FOLLOWING AREAS: 1. HEALTH CENTER/LONG-TERM NURSING CARE 2. THE MEADOWS (ASSISTED LIVING/RESIDENTIAL CARE/MEMORY LOSS CARE) 3. HOME CARE SERVICES 4. WELLNESS CENTER |
| Schedule D, Part X, Line 2 | EXPLANATION: THE INTERNAL REVENUE SERVICE HAS RULED THAT THE VILLAGE IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE VILLAGE IS NOT CURRENTLY UNDER EXAMINATION BY THE INTERNAL REVENUE SERVICE OR ANY STATE OR LOCAL TAX AUTHORITIES. 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 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 CONSOLITED FINANCIAL STATEMENTS. |
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 | JOHN SCHWARCK SCHOLARSHIPS AWARDED TO THE EMPLOYEES OF FRIENDSHIP VILLAGE OF DUBLIN OHIO, INC. WHO ARE PURSUING A COLLEGE EDUCATION. | GrantTypeTxt |
| Recipient | 5 | RecipientCnt |
| Cash Grant | $12,150 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule I, Part I, Line 2 | IT IS THE ROLE OF THE SCHOLARSHIP SELECTION COMMITTEE TO DETERMINE WHICH CANDIDATE(S) FROM A QUALIFITED POOL OF APPLICANTS WILL RECEIVE SCHOLARSHIPS IN ANY GIVEN YEAR. IT IS THE ROLE OF THE CHARITABLE GIVING ADVISORY COMMITTEE TO DETERMINE THE AGGREGATE AMOUNT TO BE DISTRIBUTED BY THE SCHOLARSHIP SELECTION COMMITTEE. THE COMMITTEE WILL REVIEW APPLICATIONS AND THE SCHOOLS LISTED TO DETERMINE ELIGIBILITY. FRIENDSHIP VILLAGE OF DUBLIN OHIO INC. FOLLOWS ITS JOHN SCHWARCK SCHOLARSHIP FUND SPENDING PROCEDURE THROUGHOUT THE ENTIRE PROCESS FROM SELECTION TO ISSUANCE OF FUNDS. FUNDS ARE ISSUED VIA A CHECK MADE PAYABLE TO BOTH THE RECIPIENT AND THE COLLEGE OR UNIVERSITY THEY ARE ATTENDING SO SCHOLARSHIPS ARE USED FOR THEIR INTENDED PURPOSES. |
| Schedule I, Part III | JOHN SCHWARCK SCHOLARSHIPS AWARDED TO THE EMPLOYEES OF FRIENDSHIP VILLAGE OF DUBLIN OHIO, INC. AND/OR THIER LEGAL DEPENDANTS WHO ARE PURSUING A COLLEGE EDUCATION. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JERRY KUYOTH | PersonNm |
| Title | EXECUTIVE DIRECTOR | TitleTxt |
| Base Compensation Filing Org | $140,527 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $4,287 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $1,268 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $7,436 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $9,766 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $163,284 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| FRANKLIN COUNTY OHIO | ||||||||
| A | 316400067 | 353180GG1 | 2004-09-01 | $13,805,000 | REFUND AND RETIRE THE OUTSTANDING PRINCIPAL AMOUNT OF THE 1997 REVENUE BOND | 0 | 0 | 0 |
| FRANKLIN COUNTY OHIO | ||||||||
| B | 316400067 | 353180JQ6 | 2014-12-03 | $25,004,402 | REFUND AND RETIRE THE OUTSTANDING PRINCIPAL OF THE 2004B REVENUE BONDS & FUND CONSTRUCTION COSTS OF | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $0 | $0 | $13,805,000 | $0 | $0 | $13,418,895 | $276,000 | $98,803 | $0 | $13,418,895 | $0 | $0 | 1991 | Yes (1) | 0 | Yes (1) | Yes (1) |
| B | $0 | $0 | $25,004,650 | $0 | $0 | $17,460,000 | $500,088 | $0 | $0 | $5,755,217 | $0 | $1,289,097 | Yes (1) | 0 | 0 | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0 |
| B | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | ||||||||||||
| A | 0 | 0 | Yes (1) | Yes (1) | Yes (1) | Yes (1) | 17 | 0 | 0 | 0 | 0 | 0 |
| (no name) | ||||||||||||
| B | 0 | Yes (1) | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | |||
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | 0 |
| B | 0 |
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule K, Part I, Column a-09/01/2004 13,805,000 FRANKLIN COUNTY OHIO | (A) ISSUER NAME: FRANKLIN COUNTY, OHIO |
| Schedule K, Part I, Column a-12/03/2014 25,004,402 FRANKLIN COUNTY OHIO | ISSUER NAME: FRANKLIN COUNTY, OHIO |
| Schedule K, Part I, Column f-09/01/2004 13,805,000 FRANKLIN COUNTY OHIO | (F) DESCRIPTION OF PURPOSE: REFUND AND RETIRE THE OUSTANDING PRINCIPAL AMOUNT OF THE 1997 REVENUE BONDS. |
| Schedule K, Part I, Column f-12/03/2014 25,004,402 FRANKLIN COUNTY OHIO | DESCRIPTION OF PURPOSE: REFUND AND RETIRE THE OUTSTANDING PRINCIPAL OF THE 2004B REVENUE BONDS AND FUND CONSTRUCTION COSTS OF CERTAIN INDEPENDENT LIVING VILLAS AND ROUTINE CAPITAL EXPENDITURES FOR 2014, 2015 AND 2016. |
| Schedule K, Part II, Line 3-12/03/2014 25,004,402 FRANKLIN COUNTY OHIO | ISSUE PRICE ($25,004,402) AND INVESTMENT EARNINGS ($248) |
| Schedule K, Part III, Line 3a-12/03/2014 25,004,402 FRANKLIN COUNTY OHIO | THE ORGANIZATION HAS ONE MANAGEMENT AGREEMENT WHICH HAS BEEN DETERMINED TO COMPLY WIHT REV. PROC. 97-13, AS MODIFIED BY REV. PROC. 2001-39, AND AMPLIFIED BY NOTICE 2014-67. |
| Schedule K, Part III, Line 9-09/01/2004 13,805,000 FRANKLIN COUNTY OHIO | WHILE THE ORGANIZATION HAS NOT ADOPTED WRITTEN POST ISSUANCE COMPLIANCE PROCDURES YET, THE ORGANZIATION IS IN THE PROCESS OF REVIEWING DRAFT PROCEDURES. |
| Schedule K, Part III, Line 9-12/03/2014 25,004,402 FRANKLIN COUNTY OHIO | WHILE THE ORGANIZATION HAS NOT ADOPTED WRITTEN POST ISSUANCE COMPLIANCE PRODURES YET, THE ORGANIZATION IS IN THE PROCESS OF REVIEWING DRAFT PROCEDURES. |
| Schedule K, Part IV, Line 2c-09/01/2004 13,805,000 FRANKLIN COUNTY OHIO | DATE THE REBATE COMPUTATION WAS PERFORMED: MAY 26, 2014. |
| Schedule K, Part V-09/01/2004 13,805,000 FRANKLIN COUNTY OHIO | WHILE THE ORGANIZATION HAS NOT ADOPTED WRITTEN POST ISSUANCE COMPLIANCE PROCEDURES YET, THE ORGANIZATION IS CURRENTLY REVIEWING DRAFT PROCEDURES. |
| Schedule K, Part V-12/03/2014 25,004,402 FRANKLIN COUNTY OHIO | WHILE THE ORGANIZATION HAS NOT ADOPTED WRITTEN POST ISSUANCE COMPLIANCE PROCEDURES YET, THE ORGANIZATION IS CURRENTLY REVIEWING DRAFT PROCEDURES. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part I, Line 1 | DESCRIPTION OF ORGANIZATION MISSION: PROVIDED 260 INDEPENDENT LIVING RESIDENCY APARTMENTS, 46 ASSISTED LIVING RESIDENCY APARTMENTS (INCLUDING 13 MEMORY LOSS UNITS), AND MAINTAINED A 60 BED SKILLED NURSING FACILITY. PROVIDED NON-SKILLED HOME HEALTH SERVICES TO OUR RESIDENTS. PROVIDED ACTIVITIES AND PROGRAMS, INCLUDING A WELLNESS CENTER, TO ENHANCE RESIDENT OVERALL HEALTH AND QUALITY OF LIFE. PROVIDED USE OF FACILITIES TO RESIDENT FAMILIES FOR FAMILY GATHERINGS, MEMORIAL SERVICES, AND TO VARIOUS AGED AND HEALTH ASSOCIATIONS FOR MEDICAL EVENTS AND EXHIBITS. |
| Form 990, Part VI, Section A, Line 3 | EXPLANATION: LIFE CARE SERVICES PROVIDES THE EXECUTIVE DIRECTOR FOR THE ORGANIZATION. JERRY KUYOTH SERVED AS EXECUTIVE DIRECTOR FOR FRIENDSHIP VILLAGE OF DUBLIN. LIFE CARE SERVICES WAS COMPENSATED BY THE VILLAGE DURING 2014 IN THE AMOUNT OF $163,284 FOR HIS SERVICES. IN ADDITION, LIFE CARE SERVICES PROVIDES ACCOUNTING SOFTWARE, CLINICAL SOFTWARE, IT SUPPORT, HUMAN RESOURCES, AND OTHER SUPPORT SERVICES. |
| Form 990, Part VI, Section B, Line 11b | EXPLANATION: THE FULL BOARD OF TRUSTEES RECEIVES A COPY FOR REVIEW PRIOR TO FILING BUT THE FINANCE AND INSURANCE COMMITTEE OF THE BOARD IS DELEGATED THE RESPONSIBILITY OF FULL REVIEW WITH THE EXECUTIVE DIRECTOR AND DIRECTOR OF FINANCE. |
| Form 990, Part VI, Section B, Line 12c | EXPLANATION: ALL CLASSES OF EMPLOYEES ARE INCLUDED IN THE CONFLICT OF INTEREST POLICY. TRAINING IS PROVIDED ANNUALLY TO ALL EMPLOYEES ON DISCLOSURE OF UNETHICAL PRACTICES AND POSITIVE WORKFORCE ENVIRONMENT. THIS PROCESS IS GOVERNED BY DEPARTMENT DIRECTORS AND THE EXECUTIVE DIRECTOR. SHOULD A CONFLICT OF INTEREST BE IDENTIFIED, IT IS DISCUSSED WITH THE EXECUTIVE DIRECTOR AND NECESSARY ACTION IS TAKEN TO ELIMINATE THE CONFLICT OF INTEREST. A QUESTIONNAIRE IS SENT TO ALL BOARD MEMBERS ANNUALLY IN DECEMBER AS WELL AS NEW BOARD MEMBERS IN THE FIRST MONTH THEY JOIN THE BOARD OF DIRECTORS REQUIRING A SIGNATURE OF THE FORM AND DISCLOSURE OF ANY CONFLICT OF INTEREST. THESE FORMS ARE MONITORED BY THE BOARD SECRETARY. IF A BOARD MEMBER HAS A CONFLICT OF INTEREST ON A SPECIFIC ISSUE, THEY ABSTAIN FROM VOTING. |
| Form 990, Part VI, Section B, Line 15 | EXPLANATION: THE EXECUTIVE DIRECTOR IS EVALUATED ANNUALLY BY VARIOUS LEVELS WITHIN LIFE CARE SERVICES, INCLUDING HIS IMMEDIATE SUPERVISOR WHO IS AN LCS REGIONAL DIRECTOR. INPUT IS PROVIDED TO THE REGIONAL DIRECTOR FROM THE BOARD OF TRUSTEES AND OTHER KEY LEADERSHIP WITHIN THE VILLAGE. AS PART OF THE REVIEW PROCESS, LIFE CARE SERVICES PERFORMS INDUSTRY WIDE WAGE COMPARISON FOR COMPARABLE EXECUTIVE DIRECTOR POSITIONS IN SIMILAR SIZE AND FUNCTION ORGANIZATIONS. THE PROCESS INCLUDES SUBSTANTIATION OF THE DELIBERATION AND DECISION MAKING PROCESS. THE EVALUATION WAS LAST PERFORMED IN 2015. THE DEPARTMENT DIRECTORS ARE EVALUATED ANNUALLY BY THE EXECUTIVE DIRECTOR. A LEADING AGE SALARY AND BENEFITS SURVEY IS USED AS REFERENCE TO DETERMINE OFFICER COMPENSATION. COMPENSATION DECISIONS ARE REFLECTED IN THE FORMAL EVALUATION DOCUMENT. THIS PROCESS WAS LAST UNDERTAKEN IN 2015. |
| Form 990, Part VI, Section C, Line 19 | EXPLANATION: GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE FOR PUBLIC REVIEW BY APPOINTMENT AT 6000 RIVERSIDE DRIVE, DUBLIN, OHIO 43017. |
| Form 990, Part XI, Line 9 | NET UNREALIZED GAIN ON SWAP FAIR MARKET VALUE ADJUSTMENT ($128,014) AND GIFT ANNUITY PRESENT VALUE ADJUSTMENT (-$47,348). |
| Form 990, Part XII, Line 2c | EXPLANATION: THE ORGANIZATION HAS A FINANCE AND INSURANCE COMMITTEE WHICH OVERSEES THE AUDIT OF THE FINANCIAL STATEMENTS AND IS INVOLVED IN SELECTION OF THE INDEPENDENT ACCOUNTING FIRM WHICH COMPLETES THE AUDIT. POLICY REQUIRES AN EXECUTIVE SESSION POST AUDIT SUMMARY DISCUSSION IN WHICH THE COMMITTEE MEMBERS SPEAK WITH THE AUDITORS WITHOUT MANAGEMENT PRESENT. THERE IS NO CHANGE IN THE PROCESS FROM THE PREVIOUS YEAR. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | EINEIN |
|---|---|---|---|---|---|---|---|---|---|
| BIRCHTON LLC | |||||||||
| 6000 RIVERSIDE DRIVE | DUBLIN | OH | 43017 | HOLD AND DEVELOP REAL ESTATE | OH | $95,725 | $1,462,612 | FRIENDSHIP VILLAGE OF DUBLIN OHIO INC | |
| TRIANGLE HOUSING LLC | |||||||||
| 6000 RIVERSIDE DRIVE | DUBLIN | OH | 43017 | HOLD AND DEVELOP REAL ESTATE | OH | $0 | $0 | BIRCHTON LLC | |
| FRIENDSHIP VILLAGE OF DUBLIN HOME CARE LLC | |||||||||
| 6000 RIVERSIDE DRIVE | DUBLIN | OH | 43017 | HOME CARE SERVICES | OH | $425,419 | $201,143 | FRIENDSHIP VILLAGE OF DUBLIN OHIO INC | 471284626 |
| FRIENDSHIP AT HOME LLC | |||||||||
| 6000 RIVERSIDE DRIVE | DUBLIN | OH | 43017 | PROVIDE CONTINUING CARE AT HOME FOR LOCAL SENIORS | OH | $0 | $417,645 | FRIENDSHIP VILLAGE OF DUBLIN OHIO INC | 474000431 |