OHIO LIVING COMMUNITIES: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- OHIO LIVING COMMUNITIES (EIN 34-4429863)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-05-14
- IRS object ID
- 201201359349304540
- Schema version
- 2010v3.4
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule J
- Schedule K
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-14T14:40:37-05:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANTE & MORAN PLLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 344429863 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OHIO PRESBYTERIAN RETIREMENT SERVICES COMMUNITIES | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | OHIO | NameControl |
| Phone | 6148887800 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LAURENCE C GUMINA | Name |
| Title | PRESIDENT | Title |
| Phone | 6148887800 | Phone |
| Date Signed | 2012-05-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BERNIE OSTROWSKI | Name |
| Phone | 6148493000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | DAVID J KAASA | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| 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 | 151938822 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.OPRS.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1959 | YearFormation |
| State Legal Domicile | OH | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE OLDER ADULTS WITH CARING AND QUALITY SERVICES TOWARD THE ENHANCEMENT OF PHYSICAL, MENTAL AND SPIRITUAL WELL BEING CONSISTENT WITH THE CHRISTIAN GOSPEL. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 15 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 15 | NbrIndependentVotingMembers |
| Total Nbr Employees | 4055 | TotalNbrEmployees |
| Total Nbr Volunteers | 574 | TotalNbrVolunteers |
| Total Gross UBI | 11214 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 19 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 3054901 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1051071 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 168393083 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 138284803 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 2253459 | InvestmentIncomePriorYear |
| Investment Income Current Year | -1325899 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 10951311 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 173701443 | TotalRevenuePriorYear |
| Total Revenue Current Year | 148961286 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 97405583 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 75905840 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 70221715 | OtherExpensePriorYear |
| Other Expenses Current Year | 67112074 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 167627298 | TotalExpensesPriorYear |
| Total Expenses Current Year | 143017914 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 6074145 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 5943372 | RevenuesLessExpensesCY |
| Total Assets BOY | 364395312 | TotalAssetsBOY |
| Total Assets EOY | 377195153 | TotalAssetsEOY |
| Total Liabilities BOY | 318564124 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 322842886 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 45831188 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 54352267 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | SEE SCHEDULE O | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 132676263 | Expense |
| Grants | 0 | Grants |
| Revenue | 147446620 | Revenue |
| Description | SEE SCHEDULE OTHE CONTINUING CARE RETIREMENT COMMUNITY DIVISION OPERATES ELEVEN RETIREMENT COMMUNITIES THROUGHOUT OHIO. SERVICES OFFERED TO RETIREMENT COMMUNITY RESIDENTS INCLUDE INDEPENDENT LIVING (APARTMENTS, RANCH/VILLA HOMES), ASSISTED LIVING (INCLUDING MEMORY CARE) SKILLED NURSING (INCLUDING REHABILITATION SERVICES AND MEMORY CARE) AND OPTIONAL HOME HEALTH SERVICES WHICH MAY BE PROVIDED BY OUR SENIOR INDEPENDENCE DIVISION.DURING FISCAL YEAR ENDED JUNE 30, 2011 THE OPRSC AVERAGE OCCUPANCY IN EACH LEVEL OF CARE, NOT INCLUDING THE NEW GRACE WOODS PROJECT, WAS AS FOLLOWS: UNITS AVERAGE OCCUPANCY AVAILABLE OCCUPANCY PERCENT ---------- ------------- ---------------INDEPENDENT 1,693 1,535 90.66%ASSISTED LIVING 509 462 90.80%SKILLED NURSING 751 693 92.27%TOTAL 2,953 2,690 91.10%THE PAYOR MIX FOR SKILLED NURSING FOR FISCAL YEAR 2011 WAS AS FOLLOWS: PRIVATE PAY 35% MEDICAID AND HOSPICE 43% MEDICARE 18% MANAGED CARE 4%TOTAL 100% | Description |
| Total Program Service Expense | 132676263 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 1 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 1 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 486 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 4055 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 15 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 15 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMAS KELLY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6148887800 | TelephoneNumber |
Address US AddressUS
| 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 Form990PartVIISectionA (24 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| JUDITH BRIGGS | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| SANDRA R BYERS | |||||||
| CHAIR | 2.00 | X | 0 | 0 | 0 | X | |
| DANIEL W GORONZY | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| MARY HARVEY | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| THEODORE JENKINS | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| TED W KARCHNER | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| SUZANNE F KIEWIT | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| M RICHARD KNIGHT | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| WILLIAM C LEITER | |||||||
| ASST TREASURER | 2.00 | X | 0 | 0 | 0 | ||
| DENNIS E LINVILLE | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| DONALD L MALONE | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| HOWARD J MOYE | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| CHARLES SCHLEGEL | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| FREDERICK SMITH | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| W PATRICK WINTON | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| DAVID J KAASA | |||||||
| PRESIDENT, CEO | 20.00 | 365774 | 0 | 13293 | X | ||
| KENNETH A KEMPER | |||||||
| VP DEVELOPMENT | 40.00 | 257406 | 0 | 8375 | X | ||
| DANIEL O'CONNOR | |||||||
| COO | 40.00 | 227533 | 0 | 4340 | X | ||
| THOMAS KELLY | |||||||
| TREASURER, CFO | 40.00 | 157687 | 0 | 8925 | X | ||
| STANLEY KAPPERS | |||||||
| EXEC DIRECTOR MT PLEASANT | 40.00 | 140930 | 0 | 9159 | X | ||
| MARY C MCKENZIE | |||||||
| VICE PRESIDENT MARKETING | 40.00 | 148980 | 0 | 9057 | X | ||
| DAVID SCHELL | |||||||
| EXEC DIRECTOR BRECKENRIDGE | 40.00 | 177253 | 0 | 6400 | X | ||
| DANA ULLOM-VUCELISH | |||||||
| VICE PRESIDENT HUMAN RELATIONS | 40.00 | 177253 | 0 | 6476 | X | ||
| JOYCE MILLER-EVANS | |||||||
| VICE PRESIDENT INFORMATION TECHNOLOGY | 40.00 | 171957 | 0 | 9911 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1824773 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 75936 | TotalOtherCompensation |
| Number Individuals GT100 K | 6 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| QUANDEL MELLOTT LLC | |||||
| 8181 WORTHINGTON ROAD | WESTERVILLE | OH | 43082 | CONSTRUCTION | 7610733 |
| CONCEPT REHAB INC | |||||
| 7150 GRANITE CIRCLE | TOLEDO | OH | 43617 | REHABILITATION SERVICES | 2030989 |
| PROFESSIONAL REHAB SERVICES | |||||
| 5620 MAHONING AVE SUITE B | AUSTINTOWN | OH | 44515 | PHYSICAL THERAPY SERVICES | 662800 |
| PARK REHAB | |||||
| 14196 NATIONAL RD | REYNOLDSBURG | OH | 43068 | PATIENT CARE | 639665 |
| SQUIRE SANDERS & DEMPSEY LLP | |||||
| 1500 WEST THIRD ST SUITE 450 | CLEVELAND | OH | 44113 | LEGAL SERVICES | 484113 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 22 | NumberOfContractorsGT100K |
| Related Organizations | 643705 | RelatedOrganizations |
| Government Grants | 407366 | GovernmentGrants |
| Total Contributions | 1051071 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | ExclusionExclusionAmount |
|---|---|---|---|---|
| RESIDENT REVENUE | 623000 | 131046464 | 131046464 | |
| ENTRANCE FEE AMORTIZAT | 623000 | 6657955 | 6657955 | |
| BEAUTY/BARBER SHOP | 623000 | 549620 | $549,620 | |
| GIFT SHOP REVENUE | 623000 | 30764 | $30,764 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 138284803 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1642637 | TotalRevenueColumn |
| Exclusion | $1,642,637 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 400 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 400 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 400 | TotalRevenueColumn |
| Related Or Exempt Function Income | 400 | RelatedOrExemptFunctionIncome |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 9000 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2977536 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -2977536 | Securities |
| Other | 9000 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -2968536 | TotalRevenueColumn |
| Exclusion | -$2,968,536 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | ExclusionExclusionAmount |
|---|---|---|---|---|
| EXP REIMB RELATED ORG | 900099 | 6445504 | 6445504 | |
| OPRC COST ALLOCATION | 900099 | 2640472 | 2640472 | |
| MEALS & DAY CARE | 900099 | 1197896 | $1,197,896 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 667039 | TotalRevenueColumn |
| Related Or Exempt Function Income | 655825 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 11214 | UnrelatedBusinessRevenue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 10950911 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 148961286 | TotalRevenueColumn |
| Related Or Exempt Function Income | 147446620 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 11214 | UnrelatedBusinessRevenue |
| Exclusion | $452,381 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1028276 | Total |
| Program Services | 90488 | ProgramServices |
| Management And General | 937788 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 58414644 | Total |
| Program Services | 53596706 | ProgramServices |
| Management And General | 4817938 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1534288 | Total |
| Program Services | 1443765 | ProgramServices |
| Management And General | 90523 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10639077 | Total |
| Program Services | 9674383 | ProgramServices |
| Management And General | 964694 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4289555 | Total |
| Program Services | 3981084 | ProgramServices |
| Management And General | 308471 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3600 | Total |
| Management And General | 3600 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 418177 | Total |
| Program Services | 263877 | ProgramServices |
| Management And General | 154300 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 111000 | Total |
| Management And General | 111000 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4226663 | Total |
| Program Services | 3316745 | ProgramServices |
| Management And General | 909918 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 773228 | Total |
| Program Services | 755950 | ProgramServices |
| Management And General | 17278 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14150804 | Total |
| Program Services | 13678235 | ProgramServices |
| Management And General | 472569 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 426270 | Total |
| Program Services | 21675 | ProgramServices |
| Management And General | 404595 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9584562 | Total |
| Program Services | 9406421 | ProgramServices |
| Management And General | 178141 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 865721 | Total |
| Program Services | 610080 | ProgramServices |
| Management And General | 255641 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 430166 | Total |
| Program Services | 218084 | ProgramServices |
| Management And General | 212082 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9228509 | Total |
| Program Services | 9136329 | ProgramServices |
| Management And General | 92180 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16173739 | Total |
| Program Services | 15826986 | ProgramServices |
| Management And General | 346753 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25946 | Total |
| Program Services | 25946 | ProgramServices |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| FOOD | 5562685 | 5562685 | |
| FRANCHISE FEES | 3290635 | 3290635 | |
| BAD DEBT | 949648 | 949648 | |
| RESIDENT EVENTS | 289348 | 289348 | |
| RECOGNITION & AWARDS | 172692 | 162620 | 10072 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 428681 | Total |
| Program Services | 374573 | ProgramServices |
| Management And General | 54108 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 143017914 | Total |
| Program Services | 132676263 | ProgramServices |
| Management And General | 10341651 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 10943403 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13908771 | BOY |
| EOY | 14724460 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11742216 | BOY |
| EOY | 9438104 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 312052 | BOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 310482 | BOY |
| EOY | 319577 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 376722 | BOY |
| EOY | 499618 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 423457030 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 169377138 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 234832977 | BOY |
| EOY | 254079892 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 47203516 | BOY |
| EOY | 59546358 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 4944158 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 55708576 | BOY |
| EOY | 22699583 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 364395312 | BOY |
| EOY | 377195153 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19767857 | BOY |
| EOY | 15766404 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 65953370 | BOY |
| EOY | 39664103 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 210963806 | BOY |
| EOY | 218987178 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 1823365 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21879091 | BOY |
| EOY | 46601836 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 318564124 | BOY |
| EOY | 322842886 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 45831188 | BOY |
| EOY | 54352267 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 45831188 | BOY |
| EOY | 54352267 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 364395312 | BOY |
| EOY | 377195153 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 5943372 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 2577707 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4419768 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3269605 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5854536 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3054901 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1051071 | CurrentTaxYear |
| Total | 17649881 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 141568750 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 154972531 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 162331157 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 168392815 | CurrentTaxYearMinus1Year |
| Current Tax Year | 147446620 | CurrentTaxYear |
| Total | 774711873 | Total |
Gross Receipts From Non UBI GrossReceiptsFromNonUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | 1197896 | CurrentTaxYear |
| Total | 1197896 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 145988518 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 158242136 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 168185693 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 171447716 | CurrentTaxYearMinus1Year |
| Current Tax Year | 149695587 | CurrentTaxYear |
| Total | 793559650 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 793559650 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 615335 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 820808 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1259116 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1503665 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1642637 | CurrentTaxYear |
| Total | 5841561 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 615335 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 820808 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1259116 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1503665 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1642637 | CurrentTaxYear |
| Total | 5841561 | Total |
Net Income From Other UBI NetIncomeFromOtherUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 844 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 181 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 268 | CurrentTaxYearMinus1Year |
| Current Tax Year | 11214 | CurrentTaxYear |
| Total | 12507 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | 5692 | CurrentTaxYearMinus2Years |
| Total | 5692 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 146603853 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 159063788 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 169450682 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 172951649 | CurrentTaxYearMinus1Year |
| Current Tax Year | 151349438 | CurrentTaxYear |
| Total | 799419410 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.99270 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.99380 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00730 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.00620 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | Volunteers |
| Paid Staff Or Management | 0 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 0 | MailingsMembers |
| Publications Or Broadcast | 0 | PublicationsOrBroadcast |
| Grants Other Organizations | 0 | GrantsOtherOrganizations |
| Direct Contact Legislators | 0 | DirectContactLegislators |
| Rallies Demonstrations | 0 | RalliesDemonstrations |
| Other Activities | 1 | OtherActivities |
| Other Activities | $5,208 | OtherActivitiesAmount |
| Total Lobbying Expenditures IIB | 5208 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | 0 | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION OF OTHER LOBBYING ACTIVITIES: | Identifier |
| Return Reference | PART II-B, LINE 1I: | ReturnReference |
| Explanation | OPRS COMMUNITIES PAYS MEMBERSHIP DUES TO AOPHA, AN ADVOCATE OF NOT-FOR-PROFIT SERVICES FOR ELDERLY OHIOANS. FOR THE 2010 TAX YEAR, THE AMOUNT OF DUES PAID TO AOPHA WAS $114,552. OF THAT AMOUNT, $5,208 RELATED TO LOBBYING ACTIVITIES. | Explanation |
Schedule D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 7098672 | OtherCostOrOtherBasis |
| Book Value | 7098672 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 252115716 | OtherCostOrOtherBasis |
| Depreciation | 133159023 | Depreciation |
| Book Value | 118956693 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 26056913 | OtherCostOrOtherBasis |
| Depreciation | 15976335 | Depreciation |
| Book Value | 10080578 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 138185729 | OtherCostOrOtherBasis |
| Depreciation | 20241780 | Depreciation |
| Book Value | 117943949 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 254079892 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (6 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| BOND INTEREST COSTS | 3589187 |
| OTHER DEPOSITS | 103011 |
| DEBT AND OPERATING RESERVES | 7890428 |
| BONDS ACCOUNTS & REIMBURSEMENT | 4877490 |
| BOND SWAP RESERVE | 2728955 |
| SELF INSURANCE RESERVE | 3510512 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 22699583 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (5 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| SELF INSURANCE MEDICAL LIABILITY | $1,530,810 |
| DEPOSITS | $30,947,389 |
| FAIR MARKET VALUE OF INT RATE SWAPS | $11,402,607 |
| INTERCOMPANY | $2,495,228 |
| ACCRUED INTEREST - BONDS | $225,802 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 46601836 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | Identifier |
| Return Reference | PART X: | ReturnReference |
| Explanation | THE CORPORATION RECORDS ANY ACCRUALS FOR UNCERTAIN TAX POSITIONS IN ACCORDANCE WITH ASC 740, INCOME TAXES. THE CORPORATION HAD NO ACCRUALS FOR UNCERTAIN TAX POSITIONS AT JUNE 30, 2011 OR 2010. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS OR OTHER APPLICABLE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE CORPORATION REQUIRED TO FILE WITH THE IRS, AND HAS CONCLUDED THAT AS OF JUNE 30, 2011, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OF DISCLOSURE IN THE FINANCIAL STATEMENTS. CERTAIN ORGANIZATIONS 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 INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2008. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (9 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DAVID J KAASA | |||||||||||||
| 328495 | 0 | 0 | 0 | 37279 | 0 | 7147 | 0 | 6146 | 0 | 379067 | 0 | 0 | 0 |
| KENNETH A KEMPER | |||||||||||||
| 236178 | 0 | 0 | 0 | 21228 | 0 | 5170 | 0 | 3205 | 0 | 265781 | 0 | 0 | 0 |
| DANIEL O'CONNOR | |||||||||||||
| 218003 | 0 | 0 | 0 | 9530 | 0 | 4340 | 0 | 0 | 0 | 231873 | 0 | 0 | 0 |
| THOMAS KELLY | |||||||||||||
| 154547 | 0 | 0 | 0 | 3140 | 0 | 1400 | 0 | 7525 | 0 | 166612 | 0 | 0 | 0 |
| STANLEY KAPPERS | |||||||||||||
| 137814 | 0 | 0 | 0 | 3116 | 0 | 2936 | 0 | 6223 | 0 | 150089 | 0 | 0 | 0 |
| MARY C MCKENZIE | |||||||||||||
| 135898 | 0 | 0 | 0 | 13082 | 0 | 3067 | 0 | 5990 | 0 | 158037 | 0 | 0 | 0 |
| DAVID SCHELL | |||||||||||||
| 162281 | 0 | 0 | 0 | 14972 | 0 | 3517 | 0 | 2883 | 0 | 183653 | 0 | 0 | 0 |
| DANA ULLOM-VUCELISH | |||||||||||||
| 162281 | 0 | 0 | 0 | 14972 | 0 | 2883 | 0 | 3593 | 0 | 183729 | 0 | 0 | 0 |
| JOYCE MILLER-EVANS | |||||||||||||
| 149605 | 0 | 0 | 0 | 22352 | 0 | 6359 | 0 | 3552 | 0 | 181868 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 1A | ReturnReference |
| Explanation | PAYMENTS FOR HEALTH CLUB ARE PAID FOR EVERY CORPORATE EMPLOYEE (INCLUDING 4 CORPORATE OFFICERS) WHO ENROLLS IN A QUALIFYING HEALTH CLUB. THERE ARE PARAMETERS SET FOR PAYING A % AND A CEILNG AMOUNT. THEY ARE PAID FOR OFFICERS WHO ARE EMPLOYEES, NOT BOARD MEMBERS. THEY ARE TREATED AS TAXABLE COMPENSATION. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (4 entries)
| Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|
| COUNTY OF FRANKLIN OHIO 2005 A&B HEALTHCARE REV | |||||||
| 316400067 | 353180GM8 | 2005-03-31 | 25143314 | SEE PART V | 0 | 0 | 0 |
| COUNTY OF FRANKLIN OHIO 2006 A&B HEALTHCARE REV | |||||||
| 316400067 | 353180GU0 | 2006-05-31 | 78835000 | SEE PART V | 0 | 0 | 0 |
| COUNTY OF FRANKLIN OHIO 2006C HEALTHCARE REV BOND | |||||||
| 316400067 | 353180GW6 | 2007-07-05 | 9665000 | SEE PART V | 0 | 0 | 0 |
| COUNTY OF FRANKLIN OHIO 2010A HEALTHCARE REV BOND | |||||||
| 316400067 | 353180HN5 | 2010-06-30 | 24687285 | SEE PART V | 0 | 0 | 0 |
Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)
| Total ProceedsTotalProceeds | Amount In Reserve FundAmountInReserveFund | Capitalized InterestCapitalizedInterest | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Credit EnhancementCreditEnhancement | Capital ExpendituresCapitalExpenditures | Other Spent ProceedsOtherSpentProceeds | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind | Amount RetiredAmountRetired | Refunding EscrowRefundingEscrow | Amount UnspentAmountUnspent |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 27902170 | 892542 | 967324 | 485538 | 137441 | 13298289 | 12121036 | 2007 | 1 | 0 | 1 | 1 | |||
| 84234186 | 8790503 | 1123774 | 3156409 | 47741450 | 11485654 | 2010 | 0 | 1 | 1 | 1 | 18835000 | 11936396 | ||
| 9665000 | 9665000 | 1 | 0 | 1 | 1 | 9665000 | ||||||||
| 25168616 | 2574789 | 493033 | 9744489 | 0 | 0 | 0 | 1 | 12356306 |
Form990 Schedule K Part III Form990ScheduleKPartIII (4 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Bond Counsel Routinely EngagedBondCounselRoutinelyEngaged | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI | Total Private Business UseTotalPrivateBusinessUse | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 1 | 0 | 1 | 0.00680 | 0.00010 | 0.00690 | 1 |
| 0 | 0 | 1 | 0 | 1 | 0.00270 | 0.00010 | 0.00280 | 1 |
| 0 | 0 | 1 | 0 | 1 | 0.01400 | 0.00010 | 0.01410 | 1 |
| 0 | 0 | 1 | 0 | 1 | 0.00000 | 0.00000 | 0.00000 | 1 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (4 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Term Of HedgeTermOfHedge | Superintegrated HedgeSuperintegratedHedge | Hedge TerminatedHedgeTerminated | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate | Business Name Line1NameOfGICProvider/BusinessNameLine1 | Term Of GICTermOfGIC | Regulatory Safe Harbor SatisfiedRegulatorySafeHarborSatisfied |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | |||||||||||
| 1 | 1 | 1 | 30.000000000000 | 0 | 0 | 0 | 0 | 0 | |||
| LEHMANPNCWACHOVIA | |||||||||||
| 1 | 1 | 1 | 30.000000000000 | 0 | 0 | 1 | 0 | 0 | AIG | 3.000000000000 | 1 |
| WACHOVIA | |||||||||||
| 1 | 1 | 1 | 30.000000000000 | 0 | 0 | 0 | 0 | 1 | |||
| (no name) | |||||||||||
| 0 | 0 | 0 | 0 | 0 | 0 | ||||||
Form990 Schedule K Part V Form990ScheduleKPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE K SUPPLENTAL INFORMATION | Identifier |
| Explanation | PART I, COLUMN F: IN MARCH 2005, OPRSC ISSUED HEALTH CARE FACILITIES REVENUE BONDS, SERIES 2005. THE ISSUE PRICE WAS $25,143,314. $12,121,036 OF PROCEEDS WERE USED TO CURRENTLY REFUND $4,000,000 COUNTY OF FRANKLIN, OHIO HEALTH CARE FACILITIES REFUNDING AND IMPROVEMENT REVENUE BONDS, SERIES 1993B (ISSUED JUNE 29, 1993); $4,000,000 COUNTY OF FRANKLIN, OHIO HEALTH CARE FACILITIES REFUNDING AND IMPROVEMENT REVENUE BONDS, SERIES 1996B (ISSUED DECEMBER 27, 1996); AND $4,000,000 COUNTY OF FRANKLIN, OHIO HEALTH CARE FACILITIES REFUNDING AND IMPROVEMENT REVENUE BONDS, SERIES 2001B (ISSUED MARCH 22, 2001). THE REMAINING $12,373,212 OF PROCEEDS WERE USED TO FUND BUILDINGS AND EQUIPMENT. $485,538 OF PROCEEDS WERE USED FOR BOND ISSUANCE COSTS INCLUDING UNDERWRITERS' DISCOUNT, AND $137,441 WERE USED FOR CREDIT ENHANCEMENT. IN MAY 2006, OPRSC ISSUED $78,835,000 OF HEALTH CARE FACILITIES REFUNDING AND IMPROVEMENT REVENUE BONDS, CONSISTING OF $60,000,000 SERIES 2006A AND $18,835,000 2006B. $18,447,931 OF PROCEEDS WERE USED TO ADVANCE REFUND $1,175,000 COUNTY OF FRANKLIN, OHIO HEALTH CARE FACILITIES REVENUE BONDS SERIES 1996A (ISSUED DECEMBER 27, 1996); $11,690,000 COUNTY OF FRANKLIN, OHIO HEALTH CARE FACILITIES REVENUE BONDS SERIES 2001A (ISSUED MARCH 22, 2001); $5,476,000 WILLOUGHBY, OHIO INDUSTRIAL DEVELOPMENT REVENUE REFUNDING BONDS SERIES 1996A (ISSUED DECEMBER 27, 1996). $51,132,767 OF PROCEEDS WERE USED TO FUND BUILDINGS AND EQUIPMENT. $1,123,774 OF PROCEEDS WERE USED FOR BOND ISSUANCE COSTS INCLUDING UNDERWRITERS' DISCOUNT, AND $3,156,409 WERE USED FOR CREDIT ENHANCEMENT. IN MAY 2006, OPRSC ISSUED $10,270,000 OF VARIABLE RATE DEMAND HEALTH CARE FACILITIES TAXABLE CONVERTIBLE REFUNDING REVENUE BONDS, SERIES 2006C. THESE WERE CONVERTED TO $9,665,000 VARIABLE RATE DEMAND HEALTH CARE FACILITIES REFUNDING REVENUE BONDS, SERIES 2006C ON JULY 5, 2007, AND ALL PROCEEDS USED TO CURRENTLY REFUND BONDS ISSUED ON MAY 31, 2006. IN JUNE 2010, OPRSC ISSUED HEALTH CARE FACILITIES IMPROVEMENT REVENUE BONDS, THE 2010A SERIES, TO BE USED FOR BUILDINGS AND EQUIPMENT. THE ISSUE PRICE WAS $24,687,285. IN JUNE 2011, OPRSC ISSUED $36,000,000 OF HEALTH CARE FACILITIES REFUNDING AND IMPROVEMENT REVENUE BONDS. A PORTION OF PROCEEDS WERE USED TO REFUND COUNTY OF FRANKLIN, OHIO HEALTH CARE FACILITIES REVENUE BONDS SERIES 2006B (ISSUED MAY 2006) AND A PORTION OF PROCEEDS WERE USED TO REFUND COUNTY OF FRANKLIN, OHIO HEALTH CARE FACILITIES REVENUE BONDS SERIES 2006C (ISSUED MAY 2006) AND A PORTION OF PROCEEDS WERE USED TO FUND BUILDINGS AND EQUIPMENT. PART II, LINE 11: OTHER UNSPENT PROCEEDS REPRESENTS PROCEEDS USED TO REFINANCE PRIOR ISSUES. PART IV, LINE 3C: TERM OF HEDGE: 30/24 PART IV, LINE 3E: WAS THE HEDGE TERMINATED: YES (2006B SERIES), NO (2006A SERIES) | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COUNTY OF FRANKLIN OHIO 2011 HEALTHCARE REV BOND | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 316400067 | IssuerEIN |
| Date Issued | 2011-06-30 | DateIssued |
| Issue Price | 36000000 | IssuePrice |
| Description Of Purpose | SEE PART V | DescriptionOfPurpose |
| Defeased | 0 | Defeased |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Pool Financing | 0 | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Proceeds | 36000000 | TotalProceeds |
| Issuance Costs From Proceeds | 346935 | IssuanceCostsFromProceeds |
| Other Spent Proceeds | 25135000 | OtherSpentProceeds |
| Amount Unspent | 10518065 | AmountUnspent |
| Current Refunding | 1 | CurrentRefunding |
| Advance Refunding | 0 | AdvanceRefunding |
| Final Allocation Made | 0 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 1 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | 0 | OwningBondFinancedProperty |
| Any Lease Arrangements | 0 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 1 | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | 0 | AnyResearchAgreements |
| Bond Counsel Routinely Engaged | 1 | BondCounselRoutinelyEngaged |
| Prcntge Prvt Business Use By Others | 0.00000 | PrcntgePrvtBusinessUseByOthers |
| Percentage Of Prvt Business Re UBI | 0.00000 | PercentageOfPrvtBusinessReUBI |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUse |
| Post Issuance Compliance Procdrs | 1 | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | 0 | Form8038TFiled |
| Variable Rate Issue | 0 | VariableRateIssue |
| Hedge Identified In Books And Recds | 0 | HedgeIdentifiedInBooksAndRecds |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Exception To Rebate | 0 | ExceptionToRebate |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (11 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | OHIO PRESBYTERIAN RETIREMENT SERVICES (OPRS), AN OHIO NONPROFIT CORPORATION, IS THE SOLE MEMBER OF OHIO PRESBYTERIAN RETIREMENT COMMUNITIES (OPRSC) 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 | TRUSTEES OF OPRS COMMUNITIES (OPRSC) WILL BE APPOINTED BY THE SOLE MEMBER, OHIO PRESBYTERIAN RETIREMENT SERVICES (OPRS), THROUGH ITS BOARD OF TRUSTEES, AT THE ANNUAL MEETING OF THE SOLE MEMBER. NOMINEES TO THE BOARD OF TRUSTEES OF OPRSC 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 OPRSC MAY BE AMENDED BY A MAJORITY VOTE OF THE TRUSTEES 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 TRUSTEES NO FEWER THAN TWENTY-ONE (21) DAYS IN ADVANCE OF SUCH A MEETING. THE ARTICLES OF INCORPORATION OF OPRSC MAY ALSO BE AMENDED IN THE SAME MANNER. NOTWITHSTANDING THE FOREGOING, ALL AMENDMENTS TO THIS CODE OF REGULATIONS AND THE ARTICLES OF INCORPORATION OF OPRSC MUST BE RATIFIED BY OPRS AS SOLE MEMBER. | |
| FORM 990, PART VI, SECTION B, LINE 11 | OPRSC 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. | |
| 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 GOVERNING BOARD AND ALL EMPLOYEES OF OPRSC 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 RECUSE THEMSELVES, IE, NOT VOTE ON THE MATTER. | FORM 990, PART VI, SECTION B, LINE 12C | |
| OHIO PRESBYTERIAN RETIREMENT SERVICES OVERSEES THE PROCESS FOR DETERMINING COMPENSATION OF TOP OFFICIALS. THE PROCESS IS TO COMPLETE A SURVEY OF TOP OFFICIALS OF SIMILAR ORGANIZATIONS USING 990 INFORMATION WHERE AVAILABLE. A REVIEW OF THE JOB PERFORMANCE IS COMPLETED ANNUALLY AND THE AVERAGE INCREASE OF EACH OPRS EMPLOYEE IS ALSO CONSIDERED. THIS PROCESS IS REVIEWED AND APPROVED BY THE COMPENSATION COMMITTEE. THIS PROCESS WAS COMPLETED IN 2011. THIS PROCESS IS REVIEWED AND APPROVED BY THE COMPENSATION COMMITTEE AND DOCUMENTED IN ITS MINUTES. | FORM 990, PART VI, SECTION B, LINE 15 | |
| FORM 1023 AND FORM 990 ARE AVAILABLE UPON REQUEST. | FORM 990, PART VI, SECTION C, LINE 18 | |
| DOCUMENTS ARE PROVIDED UPON WRITTEN REQUEST. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 6,210,015. TRANSFER OF NET ASSETS TO SENIOR INDEPENDENCE -3,632,308. TOTAL TO FORM 990, PART XI, LINE 5: 2,577,707. | FORM 990, PART XI, LINE 5: |
| THE FINANCE COMMITTEE IS RESPONSIBLE FOR OVERSIGHT OF THE AUDIT AND FOR THE SELECTION OF THE INDEPENDENT ACCOUNTANT. THIS PROCESSS HAS NOT CHANGED FROM THE PRIOR YEAR. | FORM 990, PART XII, LINE 2C EXPLANATION | |
| OPRS COMMUNITIES WAS FOUNDED IN 1922 AND WAS INCORPORATED AS AN OHIO NON-PROFIT CORPORATION IN 1959. THE CORPORATIONS MISSION STATEMENT IS AS FOLLOWS: OUR MISSION IS TO PROVIDE OLDER ADULTS WITH CARING AND QUALITY SERVICES TOWARD ENHANCEMENT OF PHYSICAL, MENTAL AND SPIRITUAL WELL-BEING CONSISTENT WITH THE CHRISTIAN GOSPEL. OPRSC IS DEDICATED TO LIVING OUR MISSION AND KEEPING THE PROMISES WE MAKE TO THOSE FOR WHOM WE PROVIDE CARE. OPRSC IS COMMITTED TO INCLUSIVENESS, A HIGH ETHICAL STANDARD, RESPECT AND RESPONSIVENESS, ALL OF WHICH ESTABLISHES OPRSC AS AN INTEGRAL PART OF THE LARGER COMMUNITY. SINCE INCEPTION, WE HAVE ADHERED TO THE PROMISE THAT NO OPRSC RESIDENTS WILL BE ASKED TO LEAVE BECAUSE THEY RUN OUT OF FUNDS, THROUGH NO FAULT OF THEIR OWN, TO PAY FOR THEIR HOUSING OR CARE. OPRSC ACCOMPLISHES ITS MISSION THROUGH TWO OPERATING DIVISIONS, THE CONTINUING CARE RETIREMENT COMMUNITY DIVISION AND THE COMMUNITY BASED SERVICES DIVISION KNOWN AS SENIOR INDEPENDENCE. SENIOR INDEPENDENCE SPLIT OFF FROM OPRSC AND BECAME ITS OWN INDEPENDENT ENTITY AT THE END OF THE FISCAL TAX YEAR. | FORM 990, PART III, LINE 1 |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg | Direct Controlling Entity NADirectControllingEntityNA |
|---|---|---|---|---|---|---|---|---|---|---|---|
| OHIO PRESBYTERIAN RETIREMENT SERVICES FOUNDATION | |||||||||||
| 1001 KINGSMILL PARKWAY | COLUMBUS | OH | 43229 | 311166164 | SUPPORT | OH | 501 C (3) | LINE 11A, I | OPRS | 1 | |
| OHIO PRESBYTERIAN RETIREMENT SERVICES | |||||||||||
| 1001 KINGSMILL PARKWAY | COLUMBUS | OH | 43229 | 311340918 | SUPPORT | OH | 501 C (3) | LINE 11A, I | 0 | N/A | |
| VINEYARD CONDOMINIUM ASSOCIATION | |||||||||||
| 1001 KINGSMILL PARKWAY | COLUMBUS | OH | 43229 | 262702410 | MANAGEMENT | OH | 501 C (4) | 1 | N/A | ||
| SENIOR INDEPENDENCE | |||||||||||
| 1001 KINGSMILL PARKWAY | COLUMBUS | OH | 43229 | 272564811 | SENIOR CARE | OH | 501 C (3) | LINE 9 | OPRS | 1 | |
Form990 Schedule R Part IV Form990ScheduleRPartIV (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Direct Controlling Entity NADirectControllingEntityNA | Type Of EntityTypeOfEntity | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Percentage OwnershipPercentageOwnership |
|---|---|---|---|---|---|---|---|---|---|---|---|
| OPRS DEVELOPMENT CORP | |||||||||||
| 1001 KINGSMILL PARKWAY | COLUMBUS | OH | 43229 | 311166160 | INACTIVE | OH | N/A | C | |||
| PORT CLINTON HOUSING PTNS INC | |||||||||||
| 1001 KINGSMILL PARKWAY | COLUMBUS | OH | 43229 | 341785661 | INVESTMENT | OH | N/A | C | -957 | 36707 | 1.00000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 1 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (7 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| OHIO PRESBYTERIAN RETIREMENT SERVICES FOUNDATION | ||
| O | 59389 | CASH TRANSACTION |
| OHIO PRESBYTERIAN RETIREMENT SERVICES FOUNDATION | ||
| C | 643705 | CASH TRANSACTION |
| VINEYARD CONDOMINIUM ASSOCATION | ||
| K | 150080 | CASH TRANSACTION |
| OHIO PRESBYTERIAN RETIREMENT SERVICES SENIOR INDEPENDENCE | ||
| Q | 3632308 | CASH TRANSACTION |
| OHIO PRESBYTERIAN RETIREMENT SERVICES | ||
| K | 2640472 | CASH TRANSACTION |
| OHIO PRESBYTERIAN RETIREMENT SERVICES FOUNDATION | ||
| P | 6445504 | CASH TRANSACTION |
| VINEYARD CONDOMINIUM ASSOCATION | ||
| L | 60976 | CASH TRANSACTION |