2012-11-15T12:24:30-06:00 2011-12-31 351178661 BLUE & CO LLC 8800 LYRA DRIVE SUITE 450 COLUMBUS OH 43240 990 2011-01-01 341940863 ST LEONARD STLE 9374330480 8100 CLYO ROAD CENTERVILLE OH 45458 TIMOTHY DRESSMAN 9374330480 2012-11-14 1 6148852583 2011 2016-02-24 21:20:13Z TIMOTHY DRESSMAN 8100 CLYO ROAD CENTERVILLE OH 45458 24494599 0 0928 X WWW.STLEONARD.NET X 2000 OH RESPONDING TO THE GOSPEL OF JESUS, ST. LEONARD ASSISTS SENIORS OF ALL FAITHS TO ACHIEVE THEIR HIGHEST LEVEL OF INDEPENDENCE BY OPERATING A CONTINUING CARE RETIREMENT COMMUNITY LOCATED ON APPROXIMATELY 240 ACRES IN CENTERVILLE, OHIO. 11 7 515 480 27768 -52208 329405 1068421 20152685 20227623 360126 1847494 0 380630 20842216 23524168 0 0 0 0 10210573 10830608 0 0 0 8355582 8494230 18566155 19324838 2276061 4199330 75524714 82056082 62034354 64290343 13490360 17765739 RESPONDING TO THE GOSPEL OF JESUS, ST. LEONARD ASSISTS SENIORS OF ALL FAITHS TO ACHIEVE THEIR HIGHEST LEVEL OF INDEPENDENCE BY OPERATING A CONTINUING CARE RETIREMENT COMMUNITY LOCATED ON APPROXIMATELY 240 ACRES IN CENTERVILLE, OHIO. 0 0 12387221 20580485 ST. LEONARD IS COMPRISED OF A 120 BED LICENSED SKILLED NURSING CENTER, 73 LICENSED ASSISTED LIVING UNITS, 250 COTTAGE AND GARDEN HOMES, AND 72 APARTMENTS. SPECIALIZED UNITS EXIST FOR DEMENTIA CLIENTS IN THE ASSISTED LIVING AREA, THE ADULT DAY CARE AREA, AND THE HEALTH CARE CENTER. APPROXIMATELY 700 RESIDENTS ARE SERVED. 12387221 1 1 0 1 0 0 0 0 0 0 1 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 0 0 0 1 27 0 1 515 1 1 1 0 0 0 0 0 0 0 0 0 X 11 7 0 0 0 0 1 1 1 1 1 1 0 1 1 1 1 1 1 1 1 0 OH X SYLVIA CLASEN 9374397159 8100 CLYO ROAD CENTERVILLE OH 45458 X TIM DRESSMAN 40.00 X X 160149 0 32326 GARY SCANLON 1.00 X X 0 0 0 MARTIN P SLOAN CPA 1.00 X X 0 0 0 DANIEL W DITTMAN 1.00 X X 0 0 0 PATRICIA MARTIN RN-PHD 1.00 X X 0 0 0 REV TERRENCE HAMILTON 1.00 X 0 0 0 DR DON R JUSZCZYK 1.00 X 0 0 0 SR RACHEL MARIE NIJAKOWSKI OSF 1.00 X 0 0 0 PATRICIA L IOAS CPACMA 1.00 X 0 0 0 RICK RYAN 1.00 X 0 299149 46804 RICK CARLILE 1.00 X 0 0 0 SYLVIA CLASEN 40.00 X 95071 0 34403 AILEEN JONES 40.00 X 101941 0 9270 357161 299149 122803 2 0 1 0 CORNA-KOKOSING L-3320 COLUMBUS OH 43260 CONSTRUCTION OF NEW BUILDING 15004800 FUNCTIONAL PATHWAYS 614 MABRY HOOD RD SUITE 301 KNOXVILLE TN 37932 THERAPY SERVICES 1112948 BEEBER'S PHARMACY 1600 RIVERCENTER II 100 E RIVERCENT COVINGTON KY 45458 PHARMACEUTICAL SERVICES 234163 ANDREW ARCHITECTS 6631 COMMERCE PARKWAY STUDIO B DUBLIN OH 43017 ARCHITECTURE SERVICES 208926 ATECH TECHNOLOGIES LLC 5096 KENTON LN BRUNSWICK HILLS OH 44212 AUDIO VIDEO INTEGRATION 176504 5 519296 549125 1068421 NET PATIENT SERVICE RE 623000 16625216 16625216 ANCILLARY REVENUE 532000 3602407 3602407 20227623 600404 600404 2217521 4830 965601 -4830 1251920 1247090 1247090 MISCELLANEOUS 900099 358424 352862 5562 WELLNESS CENTER AND DA 812900 22206 22206 380630 23524168 20580485 27768 1847494 321949 206369 115580 7906081 5067798 2838283 546485 350297 196188 1465071 939111 525960 591022 378845 212177 53538 34318 19220 71081 45563 25518 2000506 1282324 718182 93571 59979 33592 1535849 984479 551370 181595 116402 65193 1507472 966290 541182 133387 85501 47886 37265 23887 13378 319309 204677 114632 1997267 1280248 717019 165649 106181 59468 PHARMACY 198724 127382 71342 BAD DEBT 80711 51736 28975 DUES, SUBSCRIPTIONS, RE 80465 51578 28887 MISCELLANEOUS 37841 24256 13585 19324838 12387221 6937617 0 1517950 2600 20537 2535933 1432603 1292785 3035063 2608096 24415 25898 135653 96390 70375545 18584195 34448387 51791350 11540551 11595258 22195157 9335591 1174398 2772181 75524714 82056082 2527948 4879555 14065 40117714 40869565 6840 175000 19206852 18527158 62034354 64290343 X 13490360 17765739 13490360 17765739 75524714 82056082 X 4199330 76049 X 0 1 1 X 0 X 150129 149585 122804 329405 549125 1301048 17829025 17886259 17676784 19843457 20227623 93463148 17979154 18035844 17799588 20172862 20776748 94764196 0 0 0 94764196 561511 605256 507829 673827 600404 2948827 561511 605256 507829 673827 600404 2948827 506771 514872 510046 -7340 380630 1904979 19047436 19155972 18817463 20839349 21757782 99618002 0.95130 0.95090 0.02960 0.02920 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 3137 3137 0 EXPLANATION OF LOBBYING ACTIVITIES: PART II-B, LINE 1: PERCENTAGE OF DUES PAID TO THE OHIO HEALTH CARE ASSOCIATION THAT WAS USED FOR LOBBYING IN 2011 WAS 41.4%. THIS PERCENTAGE INCLUDES THE DUES PAID TO AMERICAN HEALTH CARE ASSOCIATION THROUGH THE OHIO HEALTH CARE ASSOCIATION. 0 0 1221379 1221379 37455198 9072421 28382777 5422684 2043870 3378814 8653852 7467904 1185948 17622432 17622432 51791350 TRUSTEE HELD FUNDS 9335591 F 9335591 NONREFUNDABLE ENTRANCE FEES 2691136 REFUNDABLE RESIDENT FEES 15692532 DUE TO AFFILIATE 16803 RESERVE FOR INSURANCE CLAIMS 77997 THIRD-PARTY REIMBURSEMENT CONTRACTS 48690 18527158 X X 0 0 0 0 0 0 0 0 0 TIM DRESSMAN 160149 0 0 0 0 0 16610 0 15716 0 192475 0 0 0 RICK RYAN 0 298393 0 0 0 756 0 22000 0 24804 0 345953 0 0 COUNTY OF MONTGOMERY OHIO 316000172 61351QAC3 2010-06-30 40672000 HEALTHCARE AND MULTIFAMILY HOUSING IMPROVEMENT AND REFUNDING 0 0 0 40672000 3193691 671040 12402167 813454 6480305 14809695 2011 1 0 0 1 0 0 0 0 1 0 0 0 0 0 1 DAN DITTMAN 51% OWNER IN MD LAWN AND PROPERTY AND BOARD MEMBER 28851 COMPANY DOES LANDSCAPING AROUND THE CAMPUS. 0 FORM 990, PART VI, SECTION A, LINE 6 FRANCISCAN LIVING COMMUNITIES IS THE SOLE MEMBER OF ST. LEONARD. FORM 990, PART VI, SECTION A, LINE 7A FRANCISCAN LIVING COMMUNITIES, AS THE SOLE MEMBER OF THE ORGANIZATION, HAS THE RESERVED POWERS TO ELECT THE TRUSTEES OF THE ORGANIZATION, AND ELECT AND REMOVE THE CHAIRPERSON AND PRESIDENT/CEO OF ST. LEONARD. FORM 990, PART VI, SECTION A, LINE 7B FRANCISCAN LIVING COMMUNITIES HAS THE RESERVED POWER TO APPROVE THE ANNUAL OPERATING AND CAPITAL BUDGETS OF ST. LEONARD. FORM 990, PART VI, SECTION B, LINE 11 THE PROCESS OF REVIEWING THE FORM 990 ENTAILS A DETAILED REVIEW BY THE ORGANIZATION'S FINANCE COMMITTEE AND MAKES THEIR RECOMMENDATION TO THE BOARD GIVING THEIR APPROVAL PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C EACH BOARD MEMBER, DEPARTMENT DIRECTOR, AND KEY EMPLOYEES ARE GIVEN A QUESTIONNAIRE EACH YEAR TO BE FILLED OUT BY THEM AND SENT TO THE EXECUTIVE DIRECTOR. IT IS REVIEWED AND ACTIONS ARE TAKEN WHEN NECESSARY. "DESIGNATED PERSON" MEANS ANY MEMBER OF THE BOARD OF THE CORPORATION, ANY MEMBER OF A COMMITTEE OF THE CORPORATION THAT IS AUTHORIZED TO APPROVE TRANSACTIONS OR ASSERT CLAIMS ON BEHALF OF THE CORPORATION, ANY OFFICER OF THE CORPORATION, AND ANY EMPLOYEE OR AGENT OF THE CORPORATION WHO IS AUTHORIZED TO APPROVE TRANSACTIONS OR ASSERT CLAIMS OF BEHALF OF THE CORPORATION. A DESIGNATED PERSON WHO HAS A CONFLICT OF INTEREST SHALL DISCLOSE THE CONFLICT OF INTEREST WHEN IT ARISES, AND BEFORE ACTION ON THE TRANSACTION OR CLAIM IN QUESTION. CONFLICTS OF INTEREST INVOLVING THE PRESIDENT OR MEMBERS OF THE BOARD OF THE CORPORATION SHALL BE REPORTED TO THE BOARD, AND CONFLICTS OF INTEREST CONCERNING OTHER DESIGNATED PERSONS SHALL BE REPORTED TO THE PRESIDENT, IN WHICH CASE THE PRESIDENT WILL MAKE THE CONFLICT OF INTEREST KNOWN TO THE BOARD AND ANY APPLICABLE COMMITTEE AT THE NEXT REGULARLY SCHEDULED MEETING. A DESIGNATED PERSON WHO HAS A CONFLICT OF INTEREST ARISING OUT OF OR RELATED TO A TRANSACTION OR CLAIM SHALL BE EXCUSED FROM THE BOARD OR COMMITTEE MEETING BEFORE ANY DELIBERATIONS OR VOTING CONCERNING THE AUTHORIZATION OF THE TRANSACTION OR THE ASSERTION OF THE CLAIM. FORM 990, PART VI, SECTION B, LINE 15 THE HR DIRECTOR IS IN CHARGE OF COMPARING THE DATA FOR THE EXECUTIVE DIRECTOR. SHE USES A BOOK THAT HAS SALARY SURVEYS. IT IS THEN REVIEWED BY THE BOARD AND EITHER ACCEPTED OR REJECTED. THE DELIBERATIONS ARE RECORDED IN THE MINUTES OF THE BOARD OF TRUSTEES EXECUTIVE COMMITTEE. THE BOARD OF TRUSTEES EXECUTIVE COMMITTEE IS RESPONSIBLE FOR OVERSEEING FULL DISCLOSURE OF EXECUTIVE COMPENSATION. THE EXECUTIVE COMMITTEE SHALL ANNUALLY REVIEW AND APPROVE ELEMENTS OF EXECUTIVE COMPENSATION IN A MANNER THAT IS DESIGNED TO COMPLY WITH THE REGULATIONS GOVERNING THE IRS'S INTERMEDIATE SANCTIONS PROVISIONS. FORM 990, PART VI, SECTION C, LINE 19 YES THE DOCUMENTS CAN BE REVIEWED BY REQUESTING AN APPOINTMENT WITH TIMOTHY DRESSMAN AT 8100 CLYO RD. OR BY CALLING 937-439-7120. OFFICER WHO CANNOT BE REACHED AT THE ORGANIZATION PART A: LINE 9A RICK RYAN - PRESIDENT/CEO 4942 RENAISSANCE PLACE, SUITE A TOLEDO, OH 43623 FORM 990 PT VII, AVERAGE HOURS PER WEEK RICK RYAN IS AN OFFICER OF THE PARENT ORGANIZATION. ONE OF THE RESPONSIBILITIES OF HIS POSITION IS TO SERVE AS OFFICER FOR MANY OF THE SUBSIDIARY ORGANIZATIONS. THE AVERAGE WORK WEEK FOR HIM IS 40+ HOURS. THIS TIME IS ALLOCATED TO HIS POSITIONS WITH THE VARIOUS SUBSIDIARIES AS WELL AS HIS RESPONSIBILITIES OF THE PARENT ORGANIZATION. IT IS ESTIMATED THAT HE DEDICATES AT LEAST ONE HOUR PER WEEK TO HIS RESPONSIBILITIES AS AN OFFICER OF THE SUBORDINATE ORGANIZATIONS. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 76,049. ST JOSEPH SERVICES CORPORATION 2801 FRANCISCAN DRIVE BRYAN TX 77802 742455161 GOVERNANCE TX 501 (C) (3) LINE 11A, I SFH 0 ST JOSEPH REGIONAL HEALTH CENTER 2801 FRANCISCAN DRIVE BRYAN TX 77802 741282696 HEALTH CARE TX 501 (C) (3) LINE 3 SJSC 0 BURLESON ST JOSEPH HEALTH CENTER 2801 FRANCISCAN DRIVE BRYAN TX 77802 742759890 HEALTH CARE TX 501 (C) (3) LINE 3 SJSC 0 MADISON ST JOSEPH HEALTH CENTER 2801 FRANCISCAN DRIVE BRYAN TX 77802 742761145 HEALTH CARE TX 501 (C) (3) LINE 3 SJSC 0 ST JOSEPH MANOR 2801 FRANCISCAN DRIVE BRYAN TX 77802 742847594 NURSING CARE TX 501 (C) (3) LINE 9 SJSC 0 BURLESON ST JOSEPH MANOR 2801 FRANCISCAN DRIVE BRYAN TX 77802 742913931 NURSING CARE TX 501 (C) (3) LINE 9 SJSC 0 ST JOSEPH FOUNDATION 2801 FRANCISCAN DRIVE BRYAN TX 77802 742351158 FUND RAISING TX 501 (C) (3) LINE 11A, I SJSC 0 ST JOSEPH PHYSICAN ASSOCIATES 2801 FRANCISCAN DRIVE BRYAN TX 77802 203159302 PHYSICAN PRACTICE TX 501 (C) (3) LINE 3 SJSC 0 FRANCISCAN SHELTERS DBA BETHANY HOUSE PO BOX 80596 TOLEDO OH 43608 341612437 DOMESTIC VIOLENCE SHELTER OH 501 (C) (3) LINE 7 SFH 0 SOPHIA CENTER 6832 CONVENT BLVD SYLVANIA OH 43560 341761656 MENTAL HEALTH OH 501 (C) (3) LINE 9 SFH 0 SISTERS OF ST FRANCIS 6832 CONVENT BLVD SYLVANIA OH 43560 344450609 RELIGIOUS OH 501 (C) (3) N/A 0 SYLVANIA FRANCISCAN HEALTH 3231 CENTRAL PARK WEST SUITE 106 TOLEDO OH 43617 341412964 CHURCH ORG OH 501 (C) (3) LINE 1 N/A 0 FRANCISCAN LIVING COMMUNITIES 5942 RENAISSANCE PLACE SUITE A TOLEDO OH 43623 341892096 MANAGEMENT SUPPORT OH 501 (C) (3) LINE 11A, I SFH 0 ST LEONARD FOUNDATION 8100 CLYO ROAD CENTERVILLE OH 45458 320102715 FUND RAISING OH 501 (C) (3) LINE 7 ST LEONARD 0 PROVIDENCE CARE CENTER 2025 HAYES AVE SANDUSKY OH 44870 341658625 LONG TERM CARE FACILITY OH 501 (C) (3) LINE 9 FLC 0 THE COMMONS OF PROVIDENCE 5000 PROVIDENCE DRIVE SANDUSKY OH 44870 341826097 ASSISTED LIVING OH 501 (C) (3) LINE 9 PCC 0 PROVIDENCE RESIDENTIAL COMMUNITY CORPORATION 5055 PROVIDENCE DRIVE SANDUSKY OH 44870 341896807 INDEPENDENT LIVING OH 501 (C) (3) LINE 9 PCC 0 PROVIDENCE CARE CENTERS 2025 HAYES AVE SANDUSKY OH 44870 341826099 FINANCIAL SUPPORT OH 501 (C) (3) LINE 7 FLC 0 MADONNA MANOR 2344 AMSTERDAM ROAD VILLA HILLS KY 41017 610654635 LONG TERM CARE FACILITY KY 501 (C) (3) LINE 9 FLC 0 FRANCISCAN CARE CENTER SYLVANIA 4111 HOLLAND SYLVANIA ROAD SYLVANIA OH 43623 341931806 LONG TERM CARE FACILITY OH 501 (C) (3) LINE 9 FLC 0 ST CLARE COMMONS 5942 RENAISSANCE PLACE SUITE A TOLEDO OH 43623 270163752 LONG TERM CARE FACILITY OH 501 (C) (3) LINE 9 FLC 0 ROSARY CARE CENTER 6832 CONVENT BLVD SYLVANIA OH 43560 341931795 LONG TERM CARE FACILITY OH 509 (A) (3) LINE 9 SFH 0 FRANCISCAN PROPERTIES INC 6600 CONVENT BLVD SYLVANIA OH 43560 341412966 SENIOR HOUSING OH 501 (C) (3) LINE 9 FLC 0 TRINITY HOSPITAL TWIN CITY 819 NORTH FIRST STREET DENNISON OH 44621 275401105 HEALTH CARE OH 501 (C) (3) LINE 3 SFH 0 ST LEONARD LIMITED PARTNERSHIP 88 EAST BROAD STREET SUITE 1800 CENTERVILLE OH 45458 311481761 LOW INCOME RENTAL RESIDENTIAL OH N/A EXCLUDED 1 1 ALLIANCE HEALTH PROVIDERS OF BRAZOS VALLEY 2801 FRANCISCAN DRIVE BRYAN TX 77802 742466914 PHYSICAN HOSPITAL ORGANIZATION TX ST JOSEPH C TAU ENTERPRISES 2801 FRANCISCAN DRIVE BRYAN TX 77802 742544009 OFFICE BUILDING RENTAL TX ST JOSEPH C ST LEONARD CENTER 1 INC 8100 CLYO ROAD CENTERVILLE CENTERVILLE OH 45458 311481764 LOW INCOME RENTAL RESIDENTIAL OH ST LEONARD C 1.00000 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 ST LEONARD FOUNDATION C 519296 FMV ST LEONARD FOUNDATION P 632288 FMV