WEST SIDE DEUTSCHER FRAUEN VEREIN: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- WEST SIDE DEUTSCHER FRAUEN VEREIN (EIN 34-0726068)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-11-14
- IRS object ID
- 201113189349305511
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-11-14T14:35:42-06:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOWARD WERSHBALE & CO | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 23240 CHAGRIN BLVD | AddressLine1 |
| City | CLEVELAND | City |
| State | OH | State |
| ZIP Code | 441225450 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 340726068 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEST SIDE DEUTSCHER FRAUEN VEREIN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WEST | NameControl |
| Phone | 4402383361 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18627 SHURMER ROAD | AddressLine1 |
| City | STRONGSVILLE | City |
| State | OH | State |
| ZIP Code | 441366150 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PAUL PSOTA | Name |
| Title | CEO | Title |
| Date Signed | 2011-11-14 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Brandon R Miller CPA | Name |
| Phone | 2168311200 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | MONICA NEWELL | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18627 SHURMER ROAD | AddressLine1 |
| City | STRONGSVILLE | City |
| State | OH | State |
| ZIP Code | 441366150 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 16172940 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.ALTENHEIM.COM | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1887 | YearFormation |
| State Legal Domicile | OH | StateLegalDomicile |
| Activity Or Mission Description | OPERATE A NURSING HOME, RESIDENTIAL CARE FACILITY, AND OTHERWISE, IN A MANNER DESIGNED TO SATISFY THE PRIMARY NEEDS OF AGED PERSONS INCLUDING THE NEEDS FOR HOUSING, HEALTH CARE, AND FINANCIAL SECURITY. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 13 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 13 | NbrIndependentVotingMembers |
| Total Nbr Employees | 386 | TotalNbrEmployees |
| Total Nbr Volunteers | 125 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 1600 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1805 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 14632361 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 15250241 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 11661 | InvestmentIncomePriorYear |
| Investment Income Current Year | 28360 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 2567 | OtherRevenuePriorYear |
| Other Revenue Current Year | 303424 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 14648189 | TotalRevenuePriorYear |
| Total Revenue Current Year | 15583830 | 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 | 7706716 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 8545273 | 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 | 4913143 | OtherExpensePriorYear |
| Other Expenses Current Year | 4836227 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 12619859 | TotalExpensesPriorYear |
| Total Expenses Current Year | 13381500 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 2028330 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 2202330 | RevenuesLessExpensesCY |
| Total Assets BOY | 9288921 | TotalAssetsBOY |
| Total Assets EOY | 11896816 | TotalAssetsEOY |
| Total Liabilities BOY | 1553357 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1742117 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 7735564 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 10154699 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO ACHIEVE THE OPTIMAL LEVEL OF MENTAL, PHYSICAL, AND SPIRITUAL WELL-BEING OF INDIVIDUALS, FAMILIES AND COMMUNITY BEING SERVED THROUGH THE PROVISION OF HIGH QUALITY RESIDENTIAL LIVING, SKILLED NURSING CARE, AND SPECIALIZED SERVICES OFFERED IN A FAMILY-LIKE ATMOSPHERE. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 10693649 | Expense |
| Revenue | 12618502 | Revenue |
| Description | PROVIDED NURSING CARE TO AGED PATIENTS & OTHERS WHO REQUIRE SUCH SERVICES. 52,441 DAYS OF NURSING CARE WERE PROVIDED IN 2010. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1486037 | Expense |
| Revenue | 2635163 | Revenue |
| Description | PROVIDED RESIDENTIAL CARE TO AGED PATIENTS & OTHERS WHO REQUIRE SUCH SERVICES. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 12179686 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | false | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | true | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | true | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | true | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | true | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 29 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 386 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 13 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 13 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | true | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | true | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | true | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | PAUL PSOTA CEO | NamePerson |
| Telephone Number | 4402383361 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18627 SHURMER ROAD | AddressLine1 |
| City | STRONGSVILLE | City |
| State | OH | State |
| ZIP Code | 441366150 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (21 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| ROBERT IVANCIC | |||||||
| FIRST VICE PRESIDENT | 1.0 | X | X | 0 | 0 | 0 | |
| JOHN KEDZIOR | |||||||
| TREASURER | 1.0 | X | X | 0 | 0 | 0 | |
| WOLFGANG KEICH | |||||||
| SECRETARY | 1.0 | X | X | 0 | 0 | 0 | |
| MONICA NEWELL | |||||||
| BOARD PRESIDENT | 1.0 | X | X | 0 | 0 | 0 | |
| INGRID REESE | |||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||
| RALPH FRIEDMANN | |||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||
| DAVID KNOWLES | |||||||
| SECOND VICE PRESIDENT | 1.0 | X | X | 0 | 0 | 0 | |
| KARL LONGERICH | |||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||
| FRANK PLATZER | |||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||
| GAIL KOVACS | |||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||
| REV HORST HOYER | |||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||
| PHYLLIS GLAESER | |||||||
| TREASURER | 1.0 | X | X | 0 | 0 | 0 | |
| jeff warnkin | |||||||
| SECRETARY | 1.0 | X | X | 0 | 0 | 0 | |
| MIKE CATANZARITE | |||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||
| NORBERT MANZ | |||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||
| STEVE SARTSCHEV | |||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||
| RENATE SZELTNER | |||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||
| DAVID KVANCZ | |||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||
| PAUL PSOTA | |||||||
| ceo | 36.0 | X | 129858 | 0 | 22899 | ||
| LEE HEINBAUGH | |||||||
| CHIEF FINANCIAL OFFICER | 32.0 | X | 108121 | 0 | 6678 | ||
| DOROTHEA KOSTOLICH | |||||||
| DIR of clinical OPERATIONS | 36.0 | 109155 | 0 | 4184 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 347134 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 33761 | TotalOtherCompensation |
| Number Individuals GT100 K | 3 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (4 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| FUNCTIONAL PATHWAYS | |||||
| 614 MABRY HOOD ROAD SUITE 301 | KNOXVILLE | TN | 37932 | THERAPY | 998610 |
| MEDICAL MUTUAL OF OHIO | |||||
| PO BOX 951922 | CLEVELAND | OH | 44193 | HEALTH INSURANCE | 806380 |
| PHARMACY MANAGEMENT GROUP | |||||
| 24165 DETROIT ROAD | WESTLAKE | OH | 44145 | PHARMACEUTICAL CARE | 253237 |
| US FOODSERVICE INC | |||||
| PO BOX 642561 | PITTSBURGH | PA | 15264 | FOOD VENDOR | 461058 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 4 | NumberOfContractorsGT100K |
| Membership Dues | 1805 | MembershipDues |
| Total Contributions | 1805 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| NURSING CARE | 623000 | 12615078 | 12615078 |
| RESIDENTIAL CARE | 623000 | 2635163 | 2635163 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 15250241 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 66335 | TotalRevenueColumn |
| Exclusion | $66,335 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 551135 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 589110 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -37975 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -37975 | TotalRevenueColumn |
| Exclusion | -$37,975 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | ExclusionExclusionAmount |
|---|---|---|---|---|
| MISCELLANEOUS REVENUE | 900099 | 3424 | 3424 | |
| INSURANCE PROCEEDS | 900099 | 300000 | $300,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 303424 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 15583830 | TotalRevenueColumn |
| Related Or Exempt Function Income | 15253665 | RelatedOrExemptFunctionIncome |
| Exclusion | $328,360 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 387423 | Total |
| Management And General | 387423 | ManagementAndGeneral |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6604005 | Total |
| Program Services | 6292285 | ProgramServices |
| Management And General | 311720 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 99663 | Total |
| Program Services | 89697 | ProgramServices |
| Management And General | 9966 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 622438 | Total |
| Program Services | 560194 | ProgramServices |
| Management And General | 62244 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 831744 | Total |
| Program Services | 748570 | ProgramServices |
| Management And General | 83174 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4950 | Total |
| Program Services | 4950 | ProgramServices |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 136540 | Total |
| Management And General | 136540 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 61330 | Total |
| Management And General | 61330 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11605 | Total |
| Program Services | 11605 | ProgramServices |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 74226 | Total |
| Program Services | 63602 | ProgramServices |
| Management And General | 10624 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 43972 | Total |
| Program Services | 43532 | ProgramServices |
| Management And General | 440 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 200858 | Total |
| Program Services | 196479 | ProgramServices |
| Management And General | 4379 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 496251 | Total |
| Program Services | 453831 | ProgramServices |
| Management And General | 42420 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28205 | Total |
| Program Services | 28205 | ProgramServices |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 525 | Total |
| Program Services | 525 | ProgramServices |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 161783 | Total |
| Program Services | 153694 | ProgramServices |
| Management And General | 8089 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 189339 | Total |
| Program Services | 189339 | ProgramServices |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| MEDICAL SUPPLIES | 1204602 | 1192556 | 12046 |
| MEDICAL SERVICES | 1115496 | 1115496 | |
| STATE FRANCHISE FEES | 657954 | 657954 | |
| RESIDENT EXPENSES | 14771 | 14771 | |
| REPAIRS AND MAINTENANCE | 193595 | 135992 | 57603 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 240225 | Total |
| Program Services | 226409 | ProgramServices |
| Management And General | 13816 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13381500 | Total |
| Program Services | 12179686 | ProgramServices |
| Management And General | 1201814 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 969191 | BOY |
| EOY | 1437406 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1708900 | BOY |
| EOY | 1743727 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 89863 | BOY |
| EOY | 74285 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 42334 | BOY |
| EOY | 86986 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 3329563 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 2581035 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1604814 | BOY |
| EOY | 748528 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3187107 | BOY |
| EOY | 4070254 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 213369 | BOY |
| EOY | 213369 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1473343 | BOY |
| EOY | 3522261 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9288921 | BOY |
| EOY | 11896816 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1235757 | BOY |
| EOY | 1409217 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 317600 | BOY |
| EOY | 332900 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1553357 | BOY |
| EOY | 1742117 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6383409 | BOY |
| EOY | 8696535 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1352155 | BOY |
| EOY | 1458164 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7735564 | BOY |
| EOY | 10154699 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9288921 | BOY |
| EOY | 11896816 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 2202330 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 216805 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
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 | 160367 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 120061 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 153055 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1600 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1805 | CurrentTaxYear |
| Total | 436888 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 13429932 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 13946953 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 14284463 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 14632361 | CurrentTaxYearMinus1Year |
| Current Tax Year | 15250241 | CurrentTaxYear |
| Total | 71543950 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 13590299 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 14067014 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 14437518 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 14633961 | CurrentTaxYearMinus1Year |
| Current Tax Year | 15252046 | CurrentTaxYear |
| Total | 71980838 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 71980838 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 145673 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 175538 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 31700 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 39798 | CurrentTaxYearMinus1Year |
| Current Tax Year | 66335 | CurrentTaxYear |
| Total | 459044 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 145673 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 175538 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 31700 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 39798 | CurrentTaxYearMinus1Year |
| Current Tax Year | 66335 | CurrentTaxYear |
| Total | 459044 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | 2567 | CurrentTaxYearMinus1Year |
| Current Tax Year | 303424 | CurrentTaxYear |
| Total | 305991 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 13735972 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 14242552 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 14469218 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 14676326 | CurrentTaxYearMinus1Year |
| Current Tax Year | 15621805 | CurrentTaxYear |
| Total | 72745873 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.98948 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.99282 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00631 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.00715 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| Land | Land |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Depreciation | 0 | Depreciation |
| Book Value | 0 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovements |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 432326 | OtherCostOrOtherBasis |
| Depreciation | 377995 | Depreciation |
| Book Value | 54331 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2897237 | OtherCostOrOtherBasis |
| Depreciation | 2203040 | Depreciation |
| Book Value | 694197 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 748528 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (4 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| EST SETTLEMENT - THIRD PARTY | 73758 |
| RELATED PARTY RECEIVABLE | 3426139 |
| PATIENT FUNDS | 14063 |
| ASSETS LIMITED TO USE | 8301 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 3522261 | TotalBookValueOtherAssets |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DEPOSITS | $132,900 |
| EST SETTLEMENT - THIRD PARTY | $200,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 332900 | TotalOfAmounts |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | PAUL PSOTA | NamePerson |
| Base Compensation Filing Org | 120716 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 9142 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 12534 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 10365 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 152757 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | participate in, receive payment from, supplemental nonqualified retirement | Identifier |
| Return Reference | schedule j, part i, #4b | ReturnReference |
| Explanation | Current CEO is a participant in the organization's nonqualified deferred compensation plan. Contribution amounted to $7,200. | Explanation |
Schedule L IRS990ScheduleL
DQP Table DQPTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | GREG MCDANELS | NamePerson |
| Description Of Transaction | defalcations DISCOVERED after DISCHARGE | DescriptionOfTransaction |
| Transaction Corrected | true | TransactionCorrected |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amount Of Tax Imposed | 92500 | AmountOfTaxImposed |
| Amount Of Tax Reimbursed | 0 | AmountOfTaxReimbursed |
Form990 Schedule L Part IV Form990ScheduleLPartIV (3 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| john kedzior | |||
| board director | 86762 | legal services | false |
| david knowles | |||
| board director | 86762 | legal services | false |
| JEFF WARNKIN | |||
| BOARD DIRECTOR | 11605 | INVESTMENT SERVICES | false |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (31 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| MEMBER CLASSES | PAGE 6, PART VI, SECTION A, #6 | THE ORGANIZATION HAS one class of VOTING MEMBERS. THE BOARD OF DIRECTORS, IN ITS DISCRETION MAY, FROM TIME TO TIME, DETERMINE THE QUALIFICATION OF THE MEMBERS SUPPLEMENTAL TO THAT SET FORTH. |
| MEMBERS WHO MAY ELECT MEMEBERS | PAGE 6, PART VI, SECTION A, #7A | THE ORGANIZATION HAS ONE CLASS OF VOTING MEMBERS. THEY HAVE THE RIGHT TO VOTE TO ELECT THE GOVERNING BODY. |
| GOVERNING BODY DECISION APPROVAL | PAGE 6, PART VI, SECTION A, #7B | THE VOTING MEMBERS HAVE APPROVAL RIGHTS OVER ANY AMENDMENT MADE TO THE ORGANIZATION'S GOVERNING DOCUMENTS AND CHANGING OF THE INDEPENDENT AUDITOR. |
| FORM 990 REVIEW PROCESS | PAGE 6, PART VI, SECTION B, #11B | A COMMITTEE OF THE BOARD HAS BEEN ESTABLISHED TO REVIEW THE FINANCIAL RECORDS AND FORM 990. The results of these reviews are then reported to the full board. |
| MONITOR AND ENFORCE CONFLICT OF INTEREST POLICY | PAGE 6, PART VI, SECTION B, #12C | DIRECTORS ARE REQUIRED TO SIGN OFF ON THE CONFLICT OF INTEREST POLICY ANNUALLY. THE LEGAL COMMITTEE MONITORS COMPLIANCE. THE BOARD DISCUSSES THE MATTER WHEN A CONFLICT ARISES. THE INDIVIDUAL WITH THE CONFLICT IS NOT PERMITTED TO PARTICIPATE IN THE DISCUSSION OR APPROVAL OF THE TRANSACTION. THE DECISION OF ENGAGING IN THE TRANSACTION IS MADE BY BOARD MEMBERS WHO ARE INDEPENDENT OF THE INDIVIDUAL WITH THE CONFLICT. |
| PROCESS FOR DETERMINING COMPENSATION | PAGE 6, PART VI, SECTION B, #15A & 15B | THE EXECUTIVE COMMITTEE OF THE ALTENHEIM BOARD OF DIRECTORS CONDUCTS AN ANNUAL REVIEW OF THE CEO'S PERFORMANCE AND COMPENSATION AND makes A REPORT, INCLUDING A COMPENSATION RECOMMENDATION, TO THE FULL BOARD. THE FULL BOARD THEN VOTES TO APPROVE THE COMMITTEE'S RECOMMENDATION. A PART OF THE EXECUTIVE COMMITTEE'S PROCESS IS THE REVIEW OF INDUSTRY SALARY AND BENEFITS BENCHMARKING REPORTS FOR THE CEO POSITION. THE CEO CONDUCTS AN ANNUAL PERFORMANCE AND COMPENSATION REVIEW OF THE ALTENHEIM CFO AND OTHER ALTENHEIM EMPLOYEES AND SETS THEIR COMPENSATION WITH THE ADVICE AND COUNSEL OF THE BOARD'S EXECUTIVE COMMITTEE. ALL COMPENSATION DECISIONS ARE DOCUMENTED CONTEMPORANEOUSLY. |
| FAMILY OR BUSINESS RELATIONSHIP | PAGE 6, PART VI, SECTION A, #2 | JOHN KEDZIOR AND DAVE KNOWLES HAVE A BUSINESS RELATIONSHIP |
| DOCUMENTS AVAILABLE TO PUBLIC | PAGE 6, PART VI, SECTION C, #19 | THE ORGANIZATION'S GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST AFTER THE APPROVAL OF THE GOVERNING MEMBERS. |
| RECONCILIATION OF NET ASSETS | PAGE 12, PART XI, #5 | Unrealized gain on investments - $110,796. Change in value of charitable perpetual trusts - $106,009. |
| SIGNIFICANT CHANGES TO GOVERNING DOCUMENTS | PAGE 6, PART VI, SECTION A, #4 | THE ORGANIZATION'S CODE OF REGULATIONS WERE MODIFIED DURING THE CURRENT CALENDAR YEAR TO INCLUDE: 1) THE QUALIFICATIONS OF THE GOVERNING BODY'S VOTING MEMBERS; 2) THE FACT THAT THE ARTICLE LISTING OUT DUTIES AND AUTHORITY OF THE GOVERNING BODY'S VOTING MEMBERS DO NOT APPLY TO THE ORGANIZATION'S CEO. THE ORGANIZATION'S CEO SHALL SERVE AT THE PLEASURE OF THE BOARD AND BE SUBJECT TO TERMS OF ANY APPROVED EMPLOYMENT CONTRACT; 3) THE DUTIES AND AUTHORITY OF THE ORGANIZATION'S CEO AND CFO; AND 4) THE ALTERING, AMENDING, REPEALING, OR CHANGING OF THE REGULATIONS BY THE AFFIRMATIVE VOTE OF TWO-THIRDS OF THE MEMBERS PRESENT AT A MEETING DULY CALLED FOR THAT PURPOSE. |
| MATERIAL DIVERSION | PAGE 6, PART VI, SECTION A, #5 | AS REPORTED WITHIN THE PRIOR YEAR FORM 990: EARLY IN 2009, THE BOARD DISCOVERED APPROXIMATELY $35,000 OF DIVERSIONS BY EMPLOYEES DURING 2009, PRIMARILY FROM ABUSES OF COMPANY CREDIT CARDS. THIS AMOUNT WAS RECORDED WITHIN THE FINANCIAL STATEMENTS AUDITED BY THE NEWLY HIRED OUTSIDE INDEPENDENT CPA FIRM FOR THE YEAR 2009. AFTER DILIGENT REVIEW OF BOOKS AND RECORDS, THE BOARD DETERMINED THAT SUBSTANTIAL AMOUNTS OF DIVERSIONS OCCURRED DURING PRIOR YEARS. THE FOLLOWING CORRECTIVE ACTIONS HAVE SINCE TAKEN PLACE: (1) ALL EMPLOYEES INVOLVED ARE NO LONGER CURRENTLY EMPLOYED BY THE ORGANIZATION. (2) INVOLVEMENT OF LOCAL LAW ENFORCEMENT HAS TAKEN PLACE; AND THEY HAVE COMPLETED THE INVESTIGATION OF THIS MATTER. CRIMINAL CHARGES OF THOSE INVOLVED WERE CONSIDERED AND, AS APPLICABLE, DECIDED IN COURT. (3) PURSUED AND RECEIVED REIMBURSEMENT ON INSURANCE UP TO THE MAXIMUM AMOUNT ALLOWED BY THE POLICY. (4) TERMINATED PRIOR AUDITOR WHO PROVIDED CERTIFIED STATEMENTS FOR NUMEROUS PRIOR YEARS. (5) REQUEST FOR RESTITUTION HAS BEEN MADE FROM PRIOR AUDITOR AND SINCE HAS BEEN SETTLED. (6) SEEKING ADDITIONAL RESTITUTION FROM CRIMINALLY CONVICTED PRIOR EMPLOYEE INVOLVED, ALTHOUGH NOTHING HAS BEEN RECEIVED TO-DATE. ADDITIONAL INTERNAL ACTIONS HAVE SINCE TAKEN PLACE. POLICIES AND PROCEDURES HAVE BEEN IMPLEMENTED TO SEGREGATE DUTIES, INCLUDING DOING AWAY WITH SIGNATURE STAMPS AND COMPANY CREDIT CARD ACCOUNTS. |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:ROBERT IVANCIC TITLE:FIRST VICE PRESIDENT HOURS:1 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:JOHN KEDZIOR TITLE:TREASURER HOURS:1 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:WOLFGANG KEICH TITLE:SECRETARY HOURS:1 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:MONICA NEWELL TITLE:BOARD PRESIDENT HOURS:1 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:INGRID REESE TITLE:DIRECTOR HOURS:1 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:RALPH FRIEDMANN TITLE:DIRECTOR HOURS:1 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:DAVID KNOWLES TITLE:SECOND VICE PRESIDENT HOURS:1 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:KARL LONGERICH TITLE:DIRECTOR HOURS:1 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:FRANK PLATZER TITLE:DIRECTOR HOURS:1 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:GAIL KOVACS TITLE:DIRECTOR HOURS:1 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:REV HORST HOYER TITLE:DIRECTOR HOURS:1 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:PHYLLIS GLAESER TITLE:TREASURER HOURS:1 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:jeff warnkin TITLE:SECRETARY HOURS:1 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:MIKE CATANZARITE TITLE:DIRECTOR HOURS:1 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:NORBERT MANZ TITLE:DIRECTOR HOURS:1 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:STEVE SARTSCHEV TITLE:DIRECTOR HOURS:1 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:RENATE SZELTNER TITLE:DIRECTOR HOURS:1 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:DAVID KVANCZ TITLE:DIRECTOR HOURS:1 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:PAUL PSOTA TITLE:ceo HOURS:4 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:LEE HEINBAUGH TITLE:CHIEF FINANCIAL OFFICER HOURS:4 |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (2 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 |
|---|---|---|---|---|---|---|---|---|---|
| ALTENHEIM PROPERTIES inc | |||||||||
| 18627 SHURMER ROAD | STRONGSVILLE | OH | 44136 | 341968851 | PROPERTY MGMT | OH | 501(C)(3) | 11A-TYPE I | WSDFV |
| THE ALTENHEIM FOUNDATION INC | |||||||||
| 18627 SHURMER ROAD | STRONGSVILLE | OH | 44136 | 341647102 | SUPPORT SVCS | OH | 501(C)(3) | 11A-TYPE I | WSDFV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | true | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | true | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (5 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| altenheim properties inc | |
| d | 11275000 |
| the altenheim foundation inc | |
| q | 37367 |
| altenheim properties inc | |
| q | 3388772 |
| the altenheim foundation inc | |
| q | 300000 |
| altenheim properties inc | |
| j | 819041 |