BRETHREN RETIREMENT COMMUNITY: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- BRETHREN RETIREMENT COMMUNITY (EIN 34-4431168)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-11-14
- IRS object ID
- 201123189349306187
- 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 | 2011-11-14T15:21:14-05:00 | 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 | 344431168 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRETHREN RETIREMENT COMMUNITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BRET | NameControl |
| Phone | 9375478000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 750 CHESTNUT STREET | AddressLine1 |
| City | GREENVILLE | City |
| State | OH | State |
| ZIP Code | 45331 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | john warner | Name |
| Title | ceo | Title |
| Date Signed | 2011-11-14 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Joseph C Sbrocco CPA | Name |
| Phone | 2168311200 | 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 | John L Warner | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 750 CHESTNUT STREET | AddressLine1 |
| City | GREENVILLE | City |
| State | OH | State |
| ZIP Code | 45331 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 18903373 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Group Exemption Number | 1542 | GroupExemptionNumber |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.bhrc.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1902 | YearFormation |
| State Legal Domicile | OH | StateLegalDomicile |
| Activity Or Mission Description | To foster, maintain, and operate a christian retirement community, and to provide LIFE ENHANCING SERVICES THAT ENABLE PERSONS TO LIVE SECURELY WITH DIGNITY AND ACHIEVE PERSONAL FULFILLMENT. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 9 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 9 | NbrIndependentVotingMembers |
| Total Nbr Employees | 430 | TotalNbrEmployees |
| Total Nbr Volunteers | 264 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 280326 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 406680 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 17791847 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 18154836 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 406808 | InvestmentIncomePriorYear |
| Investment Income Current Year | 184429 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 85921 | OtherRevenuePriorYear |
| Other Revenue Current Year | 77911 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 18564902 | TotalRevenuePriorYear |
| Total Revenue Current Year | 18823856 | 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 | 9801338 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 10498979 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 74251 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 8246314 | OtherExpensePriorYear |
| Other Expenses Current Year | 7863779 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 18047652 | TotalExpensesPriorYear |
| Total Expenses Current Year | 18362758 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 517250 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 461098 | RevenuesLessExpensesCY |
| Total Assets BOY | 30551953 | TotalAssetsBOY |
| Total Assets EOY | 31099436 | TotalAssetsEOY |
| Total Liabilities BOY | 19786879 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 19724369 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 10765074 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 11375067 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | TO FOSTER, MAINTAIN, AND OPERATE A CHRISTIAN RETIREMENT COMMUNITY, AND TO PROVIDE SERVICES WHICH ENHANCE THE PHYSICAL, MENTAL, AND SPIRITUAL WELL-BEING, ENABLING PERSONS TO LIVE SECURELY WITH DIGNITY, CONTINUING TO LOVE, LEARN, AND ACHIEVE PERSONAL FULFILLMENT. | MissionDescription |
| Significant New Program Services | true | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 15668018 | Expense |
| Revenue | 17751204 | Revenue |
| Description | THE BRETHREN RETIREMENT COMMUNITY, WHICH IS A LICENSED HOME THE AGING IN THE STATE OF OHIO, OPERATES A RETIREMENT COMMUNITY CONSISTING OF A 135 BED LONG-TERM NURSING CARE FACILITY, A 189 UNIT CONGREGATE LIVING FACILITY AND 108 INDEPENDENT LIVING UNITS. THE ORGANIZATION PROVIDED 44,109 INPATIENT DAYS OF CARE IN 2010 IN ITS NURSING CARE FACILITY. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 385837 | Expense |
| Revenue | 403632 | Revenue |
| Description | The Brethren Home Community Services, LLC (A disregarded Activity)provides non-medical home care, adult day care, and other community based services. Shuff Adult Day Care opened in March 2010 as part of Brethren Home Community Services. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 16053855 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | 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 | true | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | 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 | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | false | ScheduleJRequired |
| Tax Exempt Bonds | true | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | 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 | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | true | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 27 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 430 | 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 | true | NonDeductibleContributions |
| Non Deductible Disclosure | true | NonDeductibleDisclosure |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| 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 | 9 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 9 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | 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 | true | CompensationProcessOther |
| Investment In Joint Venture | true | InvestmentInJointVenture |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedure |
| 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 | JOHN L WARNER | NamePerson |
| Telephone Number | 9375478000 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 750 CHESTNUT STREET | AddressLine1 |
| City | GREENVILLE | City |
| State | OH | State |
| ZIP Code | 45331 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (13 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 |
|---|---|---|---|---|---|---|---|
| JOE CHAMBERS | |||||||
| CHAIRMAN | 1.0 | X | X | 0 | 0 | 0 | |
| FRED BERNHARD | |||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||
| PAM SHANK | |||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||
| DIANNA WAGNER | |||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||
| SCOTT GARRISON | |||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||
| Matt Arnold | |||||||
| Director | 1.0 | X | 0 | 0 | 0 | ||
| Ray Laughlin | |||||||
| Director | 1.0 | X | 0 | 0 | 0 | ||
| LAWRENCE RIESSER | |||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||
| Phil Bayer | |||||||
| Director | 1.0 | X | 0 | 0 | 0 | ||
| Clara Patterson | |||||||
| Director | 1.0 | X | 0 | 0 | 0 | ||
| Wendy Noffsinger Erbaugh | |||||||
| Interim District Executive | 1.0 | X | 0 | 0 | 0 | ||
| John L Warner | |||||||
| President and CEO | 40.0 | X | 124615 | 0 | 21180 | ||
| James E Roe | |||||||
| VP of Administration | 40.0 | 108589 | 0 | 10147 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 233204 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 31327 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | false | 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 |
|---|---|---|---|---|---|
| ALLIANCE REHAB SRA | |||||
| 2803 W BUTTERFIELD ROAD suite 200 | OAKBROOK | IL | 60523 | THERAPY SERVICES | 814130 |
| Anthem | |||||
| PO Box 105673 | ATLANTA | GA | 30348 | Health Insurance | 1503878 |
| Arcon Builders | |||||
| 7824 Alt St Rt 49 | ARCANUM | OH | 45304 | Construction | 462612 |
| Fifth Third Bank | |||||
| PO Box 633589 | CINCINNATI | OH | 45263 | LOC and Banking SVC | 126067 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 4 | NumberOfContractorsGT100K |
| Fundraising Events | 2600 | FundraisingEvents |
| All Other Contributions | 404080 | AllOtherContributions |
| Total Contributions | 406680 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | RESIDENT SERVICES | Description |
| Business Code | 623000 | BusinessCode |
| Total Revenue Column | 18154836 | TotalRevenueColumn |
| Related Or Exempt Function Income | 18154836 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 18154836 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 183017 | TotalRevenueColumn |
| Exclusion | $183,017 | 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 Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 43880 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 43880 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 43880 | TotalRevenueColumn |
| Exclusion | $43,880 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 2000 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 588 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 1412 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1412 | TotalRevenueColumn |
| Exclusion | $1,412 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 29267 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 2600 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 21620 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7647 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 83693 | GrossSalesOfInventory |
| Cost Of Goods Sold | 57309 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 26384 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 18823856 | TotalRevenueColumn |
| Related Or Exempt Function Income | 18154836 | RelatedOrExemptFunctionIncome |
| Exclusion | $228,309 | 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 | 264531 | Total |
| Program Services | 238537 | ProgramServices |
| Management And General | 24554 | ManagementAndGeneral |
| Fundraising | 1440 | Fundraising |
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 | 7980648 | Total |
| Program Services | 7196440 | ProgramServices |
| Management And General | 740757 | ManagementAndGeneral |
| Fundraising | 43451 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 219146 | Total |
| Program Services | 161379 | ProgramServices |
| Management And General | 57220 | ManagementAndGeneral |
| Fundraising | 547 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1399750 | Total |
| Program Services | 1030777 | ProgramServices |
| Management And General | 365481 | ManagementAndGeneral |
| Fundraising | 3492 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 634904 | Total |
| Program Services | 467544 | ProgramServices |
| Management And General | 165776 | ManagementAndGeneral |
| Fundraising | 1584 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 43053 | Total |
| Management And General | 43053 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 102439 | Total |
| Management And General | 102439 | 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 | 28050 | Total |
| Management And General | 28050 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1574170 | Total |
| Program Services | 1497945 | ProgramServices |
| Management And General | 76225 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 74807 | Total |
| Program Services | 61068 | ProgramServices |
| Management And General | 13325 | ManagementAndGeneral |
| Fundraising | 414 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 413075 | Total |
| Program Services | 364580 | ProgramServices |
| Management And General | 48351 | ManagementAndGeneral |
| Fundraising | 144 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11196 | Total |
| Program Services | 10159 | ProgramServices |
| Management And General | 1030 | ManagementAndGeneral |
| Fundraising | 7 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1311162 | Total |
| Program Services | 1115559 | ProgramServices |
| Management And General | 195603 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 62615 | Total |
| Program Services | 33051 | ProgramServices |
| Management And General | 21331 | ManagementAndGeneral |
| Fundraising | 8233 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 41040 | Total |
| Program Services | 27230 | ProgramServices |
| Management And General | 10752 | ManagementAndGeneral |
| Fundraising | 3058 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 259588 | Total |
| Program Services | 229475 | ProgramServices |
| Management And General | 30113 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1935320 | Total |
| Program Services | 1861191 | ProgramServices |
| Management And General | 74129 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| MISCELLANEOUS | 95989 | 75844 | 19549 | 596 |
| REPAIRS & MAINTENANCE | 420078 | 358463 | 61612 | 3 |
| DUES & SUBSCRIPTIONS | 82179 | 44903 | 26810 | 10466 |
| MEDICAL SUPPLIES | 1381426 | 1253526 | 127084 | 816 |
| BEAUTY SHOP | 26184 | 26184 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1408 | Total |
| Management And General | 1408 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18362758 | Total |
| Program Services | 16053855 | ProgramServices |
| Management And General | 2234652 | ManagementAndGeneral |
| Fundraising | 74251 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1998396 | BOY |
| EOY | 3114083 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 892449 | BOY |
| EOY | 467560 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 459000 | BOY |
| EOY | 458995 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1239105 | BOY |
| EOY | 2036889 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 69421 | BOY |
| EOY | 62516 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 136785 | BOY |
| EOY | 149490 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 186450 | BOY |
| EOY | 212259 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 50198967 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 29700214 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21114726 | BOY |
| EOY | 20498753 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4107432 | BOY |
| EOY | 3738708 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 138844 | BOY |
| EOY | 128745 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 209345 | BOY |
| EOY | 231438 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30551953 | BOY |
| EOY | 31099436 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1800443 | BOY |
| EOY | 1941033 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10795000 | BOY |
| EOY | 10692800 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3595 | BOY |
| EOY | 4389 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7187841 | BOY |
| EOY | 7086147 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19786879 | BOY |
| EOY | 19724369 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7324093 | BOY |
| EOY | 7687602 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1403188 | BOY |
| EOY | 1642772 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2037793 | BOY |
| EOY | 2044693 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10765074 | BOY |
| EOY | 11375067 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30551953 | BOY |
| EOY | 31099436 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 461098 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 148895 | 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 | 373592 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 622040 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 623937 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 307346 | CurrentTaxYearMinus1Year |
| Current Tax Year | 435947 | CurrentTaxYear |
| Total | 2362862 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 15800435 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 16388638 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 17038474 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 17873439 | CurrentTaxYearMinus1Year |
| Current Tax Year | 18238529 | CurrentTaxYear |
| Total | 85339515 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 16174027 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 17010678 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 17662411 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 18180785 | CurrentTaxYearMinus1Year |
| Current Tax Year | 18674476 | CurrentTaxYear |
| Total | 87702377 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 87702377 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 260874 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 199179 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 182076 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 234936 | CurrentTaxYearMinus1Year |
| Current Tax Year | 226897 | CurrentTaxYear |
| Total | 1103962 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 260874 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 199179 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 182076 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 234936 | CurrentTaxYearMinus1Year |
| Current Tax Year | 226897 | CurrentTaxYear |
| Total | 1103962 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 16434901 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 17209857 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 17844487 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 18415721 | CurrentTaxYearMinus1Year |
| Current Tax Year | 18901373 | CurrentTaxYear |
| Total | 88806339 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.98757 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.98827 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.01243 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.01173 | 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 D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| Agent Trustee Etc | false | AgentTrusteeEtc |
| Included On FS | true | IncludedOnFS |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1890793 | BeginningOfYearBalance |
| Contributions | 6900 | Contributions |
| End Of Year Balance | 1897693 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1883933 | BeginningOfYearBalance |
| Contributions | 6860 | Contributions |
| End Of Year Balance | 1890793 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1882004 | BeginningOfYearBalance |
| Contributions | 1929 | Contributions |
| End Of Year Balance | 1883933 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1351223 | OtherCostOrOtherBasis |
| Book Value | 1351223 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 34911836 | OtherCostOrOtherBasis |
| Depreciation | 19864612 | Depreciation |
| Book Value | 15047224 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovements |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 10332062 | OtherCostOrOtherBasis |
| Depreciation | 6720549 | Depreciation |
| Book Value | 3611513 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3603846 | OtherCostOrOtherBasis |
| Depreciation | 3115053 | Depreciation |
| Book Value | 488793 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 20498753 | TotalOfBookValueLandBuildings |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| OCCUPANCY FEE DEPOSITS | $6,812,031 |
| GIFT ANNUITY OBLIGATIONS | $103,932 |
| DEFERRED COMPENSATION | $132,814 |
| INTEREST RATE SWAP | $37,370 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 7086147 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| INTENDED USES OF ENDOWMENT FUNDS | SCHEDULE D, PART V, #4 | THE COMMUNITY'S ENDOWMENT CONSISTS OF SEVEN FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES WHICH ARE DONOR-RESTRICTED ENDOWMENT FUNDS. |
| Resident Custodian Accounts | Schedule D, Part IV, Line 2b | Medicaid residents can request, and in certain cases, Brethren Retirement Community is required to maintain their personal funds in a custodian account. These custodial accounts are accounted for separately and are maintained by the nursing facility on the residents behalf. The custodial accounts are listed on the balance sheet of form 990, Part X, Line 21 as custodial account liabilities. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Annual Gala | NameOfEvent1 |
| Gross Receipts Event1 | 31867 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 2600 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 29267 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 250 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 5096 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 16274 | OtherDirectExpensesEvent1 |
| Total Number Of Other Events | 0 | TotalNumberOfOtherEvents |
| Gross Receipts Total | 31867 | GrossReceiptsTotal |
| Charitable Contributions Total | 2600 | CharitableContributionsTotal |
| Gross Revenue Total Events | 29267 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 250 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 5096 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 16274 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 21620 | DirectExpenseSummaryEvents |
| Net Income Summary | 7647 | NetIncomeSummary |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | County of Darke Ohio | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 346400361 | IssuerEIN |
| Date Issued | 2010-09-09 | DateIssued |
| Issue Price | 10795000 | IssuePrice |
| Description Of Purpose | refunding prior bond issues | DescriptionOfPurpose |
| Defeased | false | Defeased |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Pool Financing | false | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Proceeds | 10795000 | TotalProceeds |
| Refunding Escrow | 10795000 | RefundingEscrow |
| Year Of Subst Completion | 2010 | YearOfSubstCompletion |
| Current Refunding | true | CurrentRefunding |
| Advance Refunding | false | AdvanceRefunding |
| Final Allocation Made | true | FinalAllocationMade |
| Adequate Books And Recds Maintaind | true | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | false | OwningBondFinancedProperty |
| Any Lease Arrangements | false | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | false | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | false | AnyResearchAgreements |
| Bond Counsel Routinely Engaged | true | 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 | true | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | false | Form8038TFiled |
| Variable Rate Issue | true | VariableRateIssue |
| Hedge Identified In Books And Recds | true | HedgeIdentifiedInBooksAndRecds |
Name Of Hedge Provider NameOfHedgeProvider
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Fifth Third Bank | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of Hedge | 5. | TermOfHedge |
| Superintegrated Hedge | true | SuperintegratedHedge |
| Hedge Terminated | false | HedgeTerminated |
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | false | GrossProceedsInvested |
| Exception To Rebate | false | ExceptionToRebate |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| MONITOR AND ENFORCE CONFLICT OF INTEREST POLICY | PAGE 6, PART VI, SECTION B, #12C | directors, officers, staff and selected individuals shall disclose any personal, organizational or financial interests that might constitute a conflict of interest when considered in conjunction with their relationship with Brethren Retirement Community. All conflicts of interest shall be disclosed and potential conflicts avoided. Concerns go to the department director, vice president or president to be investigated. |
| PROCESS FOR DETERMINING COMPENSATION | PAGE 6, PART VI, SECTION B, #15A & 15B | 15a: president/ceo has a contract with Board of Directors who performs his annual evaluation and approves his compensation 15b: written evaluation done annually by supervisor - wage increase based on annual operating budget (any more requires VP or higher signature) |
| DOCUMENTS AVAILABLE TO PUBLIC | PAGE 6, PART VI, SECTION C, #19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990 REVIEW PROCESS | PAGE 6, PART VI, SECTION B, #11 | THE FORM 990 IS PREPARED BY OUR ACCOUNTING FIRM WHO THEN PROVIDES A COPY OF THE FORM 990 TO THE CEO AND CONTROLLER FOR THEIR REVIEW. PRIOR TO THE FILING THE FORM 990 IS SENT TO THE BOARD OF DIRECTORS. |
| DIRECTOR RELATIONSHIPS | PAGE 6, PART VI, SECTION A, #2 | DIRECTORS MATT ARNOLD AND SCOTT GARRISON HAVE A BUSINESS RELATIONSHIP. |
| MEMBER CLASSES | PAGE 6, PART VI, SECTION A, #6 | BRETHREN RETIREMENT COMMUNITY HAS ONE CLASS OF MEMBERS WHICH INCLUDES EACH CONGREGATION OF THE CHURCH OF THE BRETHREN IN SOUTHERN OHIO ("DISTRICT"). THE MEMBERSHIP SHALL LAPSE IF THE CONGREGATION CEASES TO BE A PARTICIPANT IN THE DISTRICT. THERE ARE CURRENTLY FIFTY-TWO (52) MEMBER CHURCHES. |
| MEMBERS WHO MAY ELECT MEMBERS | PAGE 6, PART VI, SECTION A, #7A | There shall be nine Trustees. Five shall be elected at the Annual Meeting by the members for four-year terms. (Two trustees shall be elected in 1996 and every four years thereafter). At the Board Meeting following the Annual Meeting, the other four shall be elected for four-year terms by the five Trustees elected by the members. Trustees shall hold office for the period of their term or until the next Annual Meeting and until their successors shall been elected and qualified. The District Executive of the Southern Ohio District of the Church of the Brethren shall be a non-voting member of the Board of Trustees. |
| Other Changes in Net Assets | Page 12, Part XI, Line 5 | Net unrealized gains on investments $247,945 Termination and change in value of interest rate swap (99,050) |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRETHREN HOME COMMUNITY SERVICES LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 750 CHESTNUT STREET | AddressLine1 |
| City | GREENVILLE | City |
| State | OH | State |
| ZIP Code | 45331 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 271635560 | EIN |
| Primary Activities | HOME CARE | PrimaryActivities |
| Legal Domicile State | OH | LegalDomicileState |
| Total Income | -36721 | TotalIncome |
| EOY Assets | 220903 | EOYAssets |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRC | BusinessNameLine1 |