OHIO LIVING HOLDINGS: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- OHIO LIVING HOLDINGS (EIN 27-2564811)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-05-14
- IRS object ID
- 201511349349307181
- Schema version
- 2013v4.0
- 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 | 2015-05-14T16:00:03-05:00 | ReturnTs |
| Tax Period End | 2014-06-30 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 65 E STATE STREET SUITE 600 | AddressLine1 |
| City | COLUMBUS | City |
| State | OH | State |
| ZIP Code | 43215 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 272564811 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SENIOR INDEPENDENCE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SENI | BusinessNameControlTxt |
| Phone | 6148887800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 KINGSMILL PARKWAY | AddressLine1 |
| City | COLUMBUS | City |
| State | OH | State |
| ZIP Code | 43229 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT B STILLMAN | PersonNm |
| Person Title | CFO/TREASURER | PersonTitleTxt |
| Phone | 6148887800 | PhoneNum |
| Signature | 2015-05-14 | 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 | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LAURENCE C GUMINA | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 KINGSMILL PARKWAY | AddressLine1 |
| City | COLUMBUS | City |
| State | OH | State |
| ZIP Code | 43229 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $39,458,366 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SENIORINDEPENDENCE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2010 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | SENIOR INDEPENDENCE'S MISSION IS TO SERVE OLDER ADULTS WHO CHOOSE TO REMAIN HOME BY PROVIDING SERVICES THAT WILL HELP THEM LIVE SAFELY AND SUCCESSFULLY IN THEIR OWN HOMES, WHEREVER THAT HOME MAY BE. OUR MOST SIGNIFICANT ACTIVITIES INCLUDE PROVIDING HOME CARE, HOME HEALTH CARE, HOSPICE, ADULT DAY SERVICES, TRANSPORTATION AND HOME DELIVERED MEALS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 866 | TotalEmployeeCnt |
| Total Volunteers | 121 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $40,697,914 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $39,302,168 | CYProgramServiceRevenueAmt |
| PY Investment Income | $0 | PYInvestmentIncomeAmt |
| CY Investment Income | $0 | CYInvestmentIncomeAmt |
| PY Other Revenue | $71,453 | PYOtherRevenueAmt |
| CY Other Revenue | $156,198 | CYOtherRevenueAmt |
| PY Total Revenue | $40,769,367 | PYTotalRevenueAmt |
| CY Total Revenue | $39,458,366 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $27,824,346 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $28,020,081 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $17,541,202 | PYOtherExpensesAmt |
| CY Other Expenses | $17,357,854 | CYOtherExpensesAmt |
| PY Total Expenses | $45,365,548 | PYTotalExpensesAmt |
| CY Total Expenses | $45,377,935 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$4,596,181 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$5,919,569 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $11,668,705 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,391,127 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $9,834,576 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,613,804 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,834,129 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $8,777,323 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | OUR MISSION IS TO EXTEND AND ENHANCE THE INDEPENDENCE AND WELL BEING OF OLDER ADULTS AND BUILD THE CAPACITY OF FAMILY MEMBERS, COMMUNITIES, AND ORGANIZATIONS TO CARE FOR THEM AT HOME. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $21,321,606 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $19,526,040 | RevenueAmt |
| Desc | HOME HEALTH CARE AND HOME CARE - SI OFFERS PARTICIPANTS HOME HEALTH CARE SERVICES INCLUDING SKILLED NURSING, PHYSICAL THERAPY, OCCUPATIONAL THERAPY, SPEECH THERAPY, HOME HEALTH AIDE, SOCIAL WORK SERVICES, AND MEDICINE ADMINISTRATION. SI ALSO OFFERS HOME CARE SERVICES INCLUDING PERSONAL CARE ASSISTANCE, TRANSPORTATION, LIGHT HOUSEKEEPING AND MEAL PREPARATION. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $13,198,524 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $16,504,599 | RevenueAmt |
| Desc | HOSPICE - SI DELIVERS HOSPICE CARE TO PATIENTS IN THEIR HOMES, IN THE HOME OF A FAMILY MEMBER, IN A RETIREMENT OR ASSISTED LIVING APARTMENT, IN A NURSING FACILITY, OR IN A HOSPICE CENTER. SI SPECIALIZES IN GERIATRIC CARE AND PROVIDES THE PATIENTS AND THEIR FAMILIES' PAIN MANAGEMENT, SYMPTOM CONTROL, COUNSELING, EDUCATION, BEREAVEMENT SUPPORT, AND SPIRITUAL SUPPORT. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,004,081 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $2,092,553 | RevenueAmt |
| Desc | ADULT DAY CENTERS - PARTICIPANTS MAY ENJOY A VARIETY OF ACTIVITIES AT SI-OPERATED FACILITIES. SERVICES INCLUDE TRANSPORTATION, ASSISTANCE WITH ACTIVITIES OF DAILY LIVING INCLUDING BATHING, NUTRITIOUS MEALS AND SNACKS, ARRANGEMENTS FOR THERAPIES, NURSING OBSERVATIONS, STIMULATING ACTIVITIES, AND INDIVIDUALIZED CARE PLAN. SI CURRENTLY OPERATES TWELVE ADULT DAY CENTERS IN OHIO, AND IT IS ONE OF THE LARGEST NON-FOR-PROFIT PROVIDERS OF ADULT CARE CENTERS IN OHIO. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,580,379 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $1,178,976 | RevenueAmt |
| Desc | OTHER - SERVICES INCLUDING SENIOR CENTER, TRANSPORTATION AND RESIDENT SERVICE COORDINATOR. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,580,379 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $1,178,976 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $39,104,590 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 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 | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 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 | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 866 | 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 | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | 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 | ROBERT B STILLMAN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6148887800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 KINGSMILL PARKWAY | AddressLine1 |
| City | COLUMBUS | City |
| State | OH | State |
| ZIP Code | 43229 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| LAURENCE C GUMINA | ||||||||||
| PRESIDENT/CEO | 10.00 | 30.00 | Yes (X) | Yes (X) | $0 | $448,961 | $21,415 | |||
| RICHARD A KRIEGER | ||||||||||
| DIRECTOR/ASSISTANT TREASURER | 2.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| JOHN A PETERSON | ||||||||||
| DIRECTOR/CHAIR | 2.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| BARBARA E RILEY | ||||||||||
| DIRECTOR/VICE CHAIR | 2.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| AMY J ROSCOE | ||||||||||
| DIRECTOR/ASSISTANT SECRETARY | 2.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| SANDRA R BYERS | ||||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| DEBORAH D SAMPSEL | ||||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| DR WILLIAM THOMAS SCOTT | ||||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| STEVEN JOHNSTON | ||||||||||
| DIRECTOR | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| ED SNELZ | ||||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| BRETT WINGART | ||||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| RICHARD BOYSON PRESIDENT | ||||||||||
| SENIOR INDEPENDENCE | 40.00 | 0.00 | Yes (X) | $131,186 | $0 | $13,793 | ||||
| ROBERT STILLMAN | ||||||||||
| TREASURER/CFO | 10.00 | 30.00 | Yes (X) | $0 | $171,656 | $14,873 | ||||
| JOYCE MILLER-EVANS | ||||||||||
| VICE PRESIDENT - INFORMATION SYSTEMS | 10.00 | 30.00 | $0 | $219,611 | $28,134 | Yes (X) | ||||
| DANA ULLOM-VUCELICH | ||||||||||
| VICE PRESIDENT - HUMAN RESOURCES | 10.00 | 30.00 | $0 | $235,252 | $32,321 | Yes (X) | ||||
| KAREN AMBROSE | ||||||||||
| EXECUTIVE DIRECTOR - MAHONING VALLEY | 40.00 | 0.00 | $108,066 | $0 | $22,141 | Yes (X) | ||||
| SHEILA FLANNERY | ||||||||||
| EXECUTIVE DIRECTOR - AKRON CANTON | 40.00 | 0.00 | $117,249 | $0 | $12,868 | Yes (X) | ||||
| ANN HERRINGHAUS | ||||||||||
| EXECUTIVE DIRECTOR - CENTRAL OHIO | 40.00 | 0.00 | $126,095 | $0 | $23,047 | Yes (X) | ||||
| KENNETH KEMPER | ||||||||||
| FORMER OFFICER | 10.00 | 30.00 | $0 | $312,662 | $33,351 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $482,596 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,388,142 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $201,943 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PROGRESSIVE THERAPY | |||||
| PO BOX 611 | HOLLAND | OH | 43528 | THERAPY SERVICE | $941,776 |
| THERAPY SUPPORT INC | |||||
| 2803 N OAK GROVE AVE | SPRINGFIELD | MO | 65803 | THERAPY SERVICE | $817,000 |
| HOMECARE HOMEBASE LLC | |||||
| 6688 N CENTRAL EXPRESSWAY SUITE 1 | DALLAS | TX | 75206 | OPERATIONAL SERVICES | $730,348 |
| PARK REHAB | |||||
| 14176 NATIONAL RD SW | REYNOLDSBURG | OH | 43068 | REHAB SERVICE | $653,605 |
| CONCEPT REHAB INC | |||||
| 7150 GRANITE CIRCLE SUITE 200 | TOLEDO | OH | 43617 | REHAB SERVICE | $636,248 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 19 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PATIENT SERVICES | 623000 | $38,742,874 | $38,742,874 |
| ADMINISTRATIVE SERVICES | 561000 | $559,294 | $559,294 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $39,302,168 | TotalProgramServiceRevenueAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MEALS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $156,198 | TotalRevenueColumnAmt |
| Exclusion | $156,198 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $156,198 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $39,458,366 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $39,302,168 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $156,198 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $438,035 | TotalAmt |
| Management And General | $438,035 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,282,114 | TotalAmt |
| Program Services | $19,836,320 | ProgramServicesAmt |
| Management And General | $1,445,794 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $117,012 | TotalAmt |
| Program Services | $109,040 | ProgramServicesAmt |
| Management And General | $7,972 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,578,748 | TotalAmt |
| Program Services | $4,266,800 | ProgramServicesAmt |
| Management And General | $311,948 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,604,172 | TotalAmt |
| Program Services | $1,498,340 | ProgramServicesAmt |
| Management And General | $105,832 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $101,564 | TotalAmt |
| Management And General | $101,564 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,795 | TotalAmt |
| Management And General | $22,795 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,324,785 | TotalAmt |
| Program Services | $5,492,339 | ProgramServicesAmt |
| Management And General | $832,446 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $393,045 | TotalAmt |
| Program Services | $358,107 | ProgramServicesAmt |
| Management And General | $34,938 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,404,991 | TotalAmt |
| Program Services | $1,308,396 | ProgramServicesAmt |
| Management And General | $96,595 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $549,051 | TotalAmt |
| Program Services | $549,051 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $723,742 | TotalAmt |
| Program Services | $604,165 | ProgramServicesAmt |
| Management And General | $119,577 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,802,705 | TotalAmt |
| Program Services | $1,707,736 | ProgramServicesAmt |
| Management And General | $94,969 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $703,655 | TotalAmt |
| Program Services | $76,023 | ProgramServicesAmt |
| Management And General | $627,632 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $341,672 | TotalAmt |
| Program Services | $171,414 | ProgramServicesAmt |
| Management And General | $170,258 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $194,348 | TotalAmt |
| Program Services | $194,348 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| MEDICAL SUPPLIES AND DR | $2,184,222 | $2,184,222 | |
| ALLOCATED CORPORATE OVE | $1,862,990 | $1,862,990 | |
| BAD DEBT EXPENSE | $471,220 | $471,220 | |
| COST OF FOOD | $202,331 | $202,331 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,738 | TotalAmt |
| Program Services | $74,738 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,377,935 | TotalAmt |
| Program Services | $39,104,590 | ProgramServicesAmt |
| Management And General | $6,273,345 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $200 | BOYAmt |
| EOY | $200 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,829,541 | BOYAmt |
| EOY | $9,547,099 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,561 | BOYAmt |
| EOY | $37,464 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $4,157,395 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,378,208 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $775,122 | BOYAmt |
| EOY | $1,779,187 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,281 | BOYAmt |
| EOY | $27,177 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,668,705 | BOYAmt |
| EOY | $11,391,127 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,324,972 | BOYAmt |
| EOY | $2,613,804 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $457,921 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,051,683 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,834,576 | BOYAmt |
| EOY | $2,613,804 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,834,129 | BOYAmt |
| EOY | $8,777,323 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,834,129 | BOYAmt |
| EOY | $8,777,323 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,668,705 | BOYAmt |
| EOY | $11,391,127 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$5,919,569 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $12,862,763 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $335,092 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $257,044 | CurrentTaxYearMinus2YearsAmt |
| Total | $592,136 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $42,166,949 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $41,657,747 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $40,697,914 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $39,302,168 | CurrentTaxYearAmt |
| Total | $163,824,778 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $879,537 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $682,215 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $71,453 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $156,198 | CurrentTaxYearAmt |
| Total | $1,789,403 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $43,381,578 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $42,597,006 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $40,769,367 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $39,458,366 | CurrentTaxYearAmt |
| Total | $166,206,317 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $166,206,317 | PublicSupportTotal509Amt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $43,381,578 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $42,597,006 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $40,769,367 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $39,458,366 | CurrentTaxYearAmt |
| Total | $166,206,317 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| First5 Years509 | Yes (X) | First5Years509Ind |
Schedule D IRS990ScheduleD
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $642,750 | OtherCostOrOtherBasisAmt |
| Depreciation | $187,157 | DepreciationAmt |
| Book Value | $455,593 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $30,563 | OtherCostOrOtherBasisAmt |
| Depreciation | $23,834 | DepreciationAmt |
| Book Value | $6,729 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,898,603 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,764,001 | DepreciationAmt |
| Book Value | $1,134,602 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $585,479 | OtherCostOrOtherBasisAmt |
| Depreciation | $403,216 | DepreciationAmt |
| Book Value | $182,263 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,779,187 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ACCOUNTING STANDARDS REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE CORPORATION AND RECOGNIZE A TAX LIABILITY IF THE CORPORATION 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 CORPORATION PERTAINING TO ANY INFORMATIONAL OR TAX RELATED FORMS REQUIRED TO FILE WITH THE IRS OR OTHER TAXING AUTHORITIES AND CONCLUDED THAT THERE WERE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS AS OF JUNE 30, 2014 AND 2013. THE NON-PROFIT CORPORATIONS INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS ARE SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. MANAGEMENT BELIEVES IT IS NO LONGER SUBJECT TO EXAMINATIONS BY ANY TAXING AUTHORITIES FOR YEARS PRIOR TO 2011. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| 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 (5 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LAURENCE C GUMINA | ||||||||||||||
| PRESIDENT/CEO | $0 | $376,398 | $0 | $72,293 | $0 | $270 | $0 | $4,008 | $0 | $17,407 | $0 | $470,376 | $0 | $0 |
| ROBERT STILLMAN | ||||||||||||||
| TREASURER/CFO | $0 | $171,469 | $0 | $0 | $0 | $187 | $0 | $0 | $0 | $14,873 | $0 | $186,529 | $0 | $0 |
| JOYCE MILLER-EVANS | ||||||||||||||
| VICE PRESIDENT - INFORMATION SYSTEMS | $0 | $192,504 | $0 | $26,350 | $0 | $757 | $0 | $9,815 | $0 | $18,319 | $0 | $247,745 | $0 | $0 |
| DANA ULLOM-VUCELICH | ||||||||||||||
| VICE PRESIDENT - HUMAN RESOURCES | $0 | $207,249 | $0 | $27,733 | $0 | $270 | $0 | $11,401 | $0 | $20,920 | $0 | $267,573 | $0 | $0 |
| KENNETH KEMPER | ||||||||||||||
| FORMER OFFICER | $0 | $273,757 | $0 | $36,619 | $0 | $2,286 | $0 | $15,706 | $0 | $17,645 | $0 | $346,013 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | PAYMENTS FOR HEALTH CLUB ARE PAID FOR EVERY CORPORATE EMPLOYEE WHO ENROLLS IN A QUALIFYING HEALTH CLUB. THERE ARE PARAMETERS SET FOR PAYING A % AND A CEILING AMOUNT. THEY ARE PAID FOR OFFICERS WHO ARE EMPLOYEES, NOT BOARD MEMBERS. THEY ARE TREATED AS TAXABLE COMPENSATION. |
| PART I, LINE 3: | SENIOR INDEPENDENCE RELIED ON A RELATED ORGANIZATION (OHIO PRESBYTERIAN RETIREMENT SERVICES) THAT USED THE FOLLOWING METHODS TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL: -COMPENSATION COMMITTEE -INDEPENDENT COMPENSATION CONSULTANT -FORM 990 OF OTHER ORGANIZATIONS -COMPENSATION SURVEY OR STUDY -APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | OHIO PRESBYTERIAN RETIREMENT SERVICES (OPRS), AN OHIO NONPROFIT CORPORATION, IS THE SOLE MEMBER OF SENIOR INDEPENDENCE AND SHALL HAVE AND EXERCISE ALL OF THE RIGHTS AND PRIVILEGES OF MEMBERS OF A NONPROFIT CORPORATION CONFERRED UNDER THE LAWS OF THE STATE OF OHIO. |
| FORM 990, PART VI, SECTION A, LINE 7A | DIRECTORS OF SENIOR INDEPENDENCE WILL BE APPOINTED BY THE SOLE MEMBER, OHIO PRESBYTERIAN RETIREMENT SERVICES (OPRS), THROUGH ITS BOARD OF DIRECTORS, AT THE ANNUAL MEETING OF THE SOLE MEMBER. NOMINEES TO THE BOARD OF DIRECTORS OF SENIOR INDEPENENCE WILL BE SELECTED AND APPOINTED BY OPRS BASED UPON THEIR ABILITY TO CONTRIBUTE IN TERMS OF EXPERTISE AND TIME AND THEIR COMMITMENT TO THE OPRS MISSION STATEMENT. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE CODE OF REGULATIONS OF SENIOR INDEPENENCE MAY BE AMENDED BY A MAJORITY VOTE OF THE DIRECTORS PRESENT AT ANY MEETING AT WHICH THERE IS A QUORUM IN ATTENDANCE, PROVIDED NOTICE OF THE MEETING AND THE PROPOSED CHANGES IN THE CODE OF REGULATIONS HAVE BEEN GIVEN TO ALL DIRECTORS NO FEWER THAN TWENTY-ONE (21) DAYS IN ADVANCE OF SUCH A MEETING. THE ARTICLES OF INCORPORATION OF SENIOR INDEPENENCE MAY ALSO BE AMENDED IN THE SAME MANNER. NOTWITHSTANDING THE FOREGOING, ALL AMENDMENTS TO THIS CODE OF REGULATIONS AND THE ARTICLES OF INCORPORATION OF SENIOR INDEPENDENCE MUST BE RATIFIED BY OPRS AS SOLE MEMBER. |
| FORM 990, PART VI, SECTION B, LINE 11 | AFTER MANAGEMENT PERFORMS A DETAILED REVIEW OF THE DRAFT 990, THE ORGANIZATION DELEGATES THE REVIEW OF THE 990 TO A BOARD MEMBER WITH SUFFICIENT EXPERIENCE TO EVALUATE THE CONTENT CONTAINED THEREIN. THE MEMBER THEN REPORTS HIS REVIEW FINDINGS TO THE BOARD AND FINANCE COMMITTEE. A DRAFT OF THE FORM 990 IS POSTED TO THE ONLINE BOARD PORTAL PRIOR TO FILING AND EACH BOARD MEMBER IS GRANTED ACCESS TO REVIEW AND COMMENT. THE FINAL ISSUED FORM 990 IS ALSO POSTED TO THE BOARD PORTAL. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE BOARD INQUIRES ABOUT CONFLICTS PRIOR TO EACH MEETING. ANNUALLY A WRITTEN DISCLOSURE IS CIRCULATED. IN ORDER TO CONTINUE SERVING, A MEMBER MUST COMPLETE THE WRITTEN DISCLOSURE. THE CORPORATE SECRETARY REVIEWS DISCLOSURES FOR CONFLICTS OF INTEREST. IF A CONFLICT ARISES, MEMBERS MUST RESOLVE THE CONFLICT OR BE REMOVED FROM SERVICE. THE GOVERNING BOARD AND ALL EMPLOYEES OF OPRS ARE BOUND BY THE CONFLICT OF INTEREST POLICY. THE CORPORATE SECRETARY IS RESPONSIBLE FOR DETERMINING IF A CONFLICT OF INTEREST EXISTS. IF A CONFLICT OF INTEREST ARISES OR IS DISCOVERED, THE INDIVIDUAL WITH THE CONFLICT MUST EITHER RESOLVE THE CONFLICT OF INTEREST OR MUST NOT SERVE IN THE MATTER WHICH GIVES RISE TO THE CONFLICT. ANY MEMBERS INVOLVED IN A VOTING MATTER WHO HAVE A CONFLICT OF INTEREST WITH RESPECT TO THAT VOTING MATTER MUST EXCUSE THEMSELVES, IE, NOT VOTE ON THE MATTER. |
| FORM 990, PART VI, SECTION B, LINE 15 | OHIO PRESBYTERIAN RETIREMENT SERVICES (OPRS), A RELATED ENTITY, CHIEF HUMAN RESOURCES OFFICER IN CONJUNCTION WITH THE OPRS EXECUTIVE COMPENSATION AND EVALUATION COMMITTEE (ECEC) OF THE BOARD OVERSEE THE COMPENSATION OF THE EXECUTIVE LEADERSHIP PERSONNEL. THE ECEC IS COMPRISED OF KEY BOARD MEMBERS WHO INCLUDE THE BOARD CHAIR FROM EACH SUBSIDIARY BOARD, THE BOARD CHAIR FROM THE OPRS PARENT BOARD, THE FINANCE, AUDIT, ETHICS & COMPLIANCE COMMITTEE CHAIR AND THE HUMAN RESOURCES COMMITTEE CHAIR. THE ECEC IS GOVERNED BY A CHARTER AND MEETS REGULARLY. RESOURCES USED BY THE ECEC INCLUDE MARKET SURVEYS AVAILABLE THROUGH HEALTHCARE, LONG-TERM CARE, HOSPICE AND HOME HEALTH DATA COLLECTION CLEARINGHOUSES, CONSULTANTS SUCH AS AON HEWITT AND OTHER AVAILABLE RESOURCES THAT ARE IN COMPLIANCE WITH ANTI-TRUST REGULATIONS. DECISIONS INVOLVING EXECUTIVE LEADERSHIP PAY IS DISCUSSED AND APPROVED DURING EXECUTIVE SESSIONS OF THE OPRS PARENT BOARD MEETINGS. THIS PROCESS IS UPDATED ANNUALLY AND REVIEWED THROUGHOUT THE YEAR DURING QUARTERLY MEETINGS. THE CEO, EXECUTIVE OFFICERS (EXCLUDING THE FOUNDATION PRESIDENT), AND KEY EMPLOYEES ARE PAID FROM AND RECEIVE W-2'S FROM OPRS COMMUNITIES, AND ARE SUBJECT TO THE ABOVE PROCESS, HOWEVER THE INSTRUCTIONS FROM THE IRS FOR FORM 990, PART VI, SECTION B, LINES 15A AND 15B REQUIRE QUESTIONS TO BE ANSWERED NO IF THE REPORTING ORGANIZATION DOES NOT ACTUALLY TECHNICALLY PAY THE EMPLOYEE. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE PROVIDED UPON WRITTEN REQUEST. |
| FORM 990, PART IX, LINE 11G | PHYSICAL THERAPY: PROGRAM SERVICE EXPENSES 2,121,382. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,121,382. OCCUPATIONAL THERAPY: PROGRAM SERVICE EXPENSES 656,841. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 656,841. SPEECH THERAPY: PROGRAM SERVICE EXPENSES 141,189. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 141,189. INPATIENT CONTRACTS: PROGRAM SERVICE EXPENSES 2,181,982. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,181,982. OTHER CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 390,945. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 390,945. CORPORATE OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 832,446. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 832,446. |
| FORM 990, PART XI, LINE 9: | TRANSFERRED PROGRAM FUNDS FROM OPRS FOUNDATION 221,622. GRANTS OBTAINED BY FOUNDATION, CASH TRANSFERRED TO SENIOR INDEPENDENCE 415,075. BOOK ENTRY TO CLOSE OUT CUMULATIVE INTERCOMPANY ACCOUNTS TO NET ASSETS 12,226,066. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| OHIO PRESBYTERIAN RETIREMENT SERVICES | |||||||||||
| 1001 KINGSMILL PARKWAY | COLUMBUS | OH | 43229 | 311340918 | SUPPORT/PARENT | OH | 501(C)(3) | LINE 11B, II | N/A | 0 | |
| OPRS COMMUNITIES | |||||||||||
| 1001 KINGSMILL PARKWAY | COLUMBUS | OH | 43229 | 344429863 | ADULT CARE | OH | 501(C)(3) | LINE 9 | Yes (1) | OPRS | |
| VINEYARD CONDOMINIUM ASSOCIATION | |||||||||||
| 1001 KINGSMILL PARKWAY | COLUMBUS | OH | 43229 | 262702410 | MANAGEMENT | OH | 501(C)(4) | Yes (1) | OPRSC | ||
| OHIO PRESBYTERIAN RETIREMENT SERVICES FOUNDATION | |||||||||||
| 1001 KINGSMILL PARKWAY | COLUMBUS | OH | 43229 | 311166164 | FUNDRAISING | OH | 501(C)(3) | LINE 11B, II | Yes (1) | OPRS | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OPRS DEVELOPMENT CORP | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 KINGSMILL PARKWAY | AddressLine1 |
| City | COLUMBUS | City |
| State | OH | State |
| ZIP Code | 43229 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311166160 | EIN |
| Primary Activities | INACTIVE | PrimaryActivitiesTxt |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Entity Type | C | EntityTypeTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OHIO PRESBYTERIAN RETIREMENT SERVICES FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | S | TransactionTypeTxt |
| Involved | $636,697 | InvolvedAmt |
| Method Of Amount Determination | CASH TRANSACTION | MethodOfAmountDeterminationTxt |