TWIN TOWERS: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- TWIN TOWERS (EIN 31-0536677)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-11-10
- IRS object ID
- 201133149349301238
- Schema version
- 2010v3.4
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-11-10T11:44:01-06:00 | 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 | PLANTE & MORAN PLLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 65 EAST STATE ST STE 600 | AddressLine1 |
| City | COLUMBUS | City |
| State | OH | State |
| ZIP Code | 43215 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 310536677 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TWIN TOWERS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | TWIN | NameControl |
| Phone | 5138532000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5343 HAMILTON AVE | AddressLine1 |
| City | CINCINNATI | City |
| State | OH | State |
| ZIP Code | 45224 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAMES L BOWERSOX | Name |
| Title | CHIEF FINANCIAL OFFICER | Title |
| Phone | 5138532000 | Phone |
| Date Signed | 2011-11-08 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BERNIE OSTROWSKI | Name |
| Phone | 6148493000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | SCOTT M MCQUINN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6279 TRI-RIDGE STE 320 | AddressLine1 |
| City | LOVELAND | City |
| State | OH | State |
| ZIP Code | 45140 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 40884108 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.TWINTOWERS.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1899 | YearFormation |
| State Legal Domicile | OH | StateLegalDomicile |
| Activity Or Mission Description | THE PURPOSE OF TWIN TOWERS IS TO CREATE AND MAINTAIN A CHRISTIAN COMMUNITY WHERE OLDER ADULTS CAN JOIN WITH ADMINISTRATION AND STAFF TO LIVE AS AN EXTENDED FAMILY AND BE ENCOURAGED TO LIVE AT THE HIGHEST POSSIBLE LEVEL OF INDEPENDENCE, AND IN KEEPING WITH THE PRINCIPLES ESTABLISHED BY THE UNITED METHODIST CHURCH, TO PROVIDE OLDER ADULTS WITH ACCOMODATIONS DESIGNED TO MEET THEIR PHYSICAL, SPIRITUAL, VOCATIONAL, SOCIAL, EMOTIONAL AND INTELLECTUAL NEEDS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 12 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 9 | NbrIndependentVotingMembers |
| Total Nbr Employees | 462 | TotalNbrEmployees |
| Total Nbr Volunteers | 223 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 440430 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 364871 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 23105252 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 23305021 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 94266 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1018771 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 375689 | OtherRevenuePriorYear |
| Other Revenue Current Year | 22165 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 24015637 | TotalRevenuePriorYear |
| Total Revenue Current Year | 24710828 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 611417 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 710222 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 8753413 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 8600365 | 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 | 14493763 | OtherExpensePriorYear |
| Other Expenses Current Year | 16685222 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 23858593 | TotalExpensesPriorYear |
| Total Expenses Current Year | 25995809 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 157044 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -1284981 | RevenuesLessExpensesCY |
| Total Assets BOY | 65431374 | TotalAssetsBOY |
| Total Assets EOY | 64978801 | TotalAssetsEOY |
| Total Liabilities BOY | 38293712 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 38874177 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 27137662 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 26104624 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | VISION...WE WILL BE A WORLD-CLASS LEADER IN SENIOR LIVING, CREATING, EXPANDING AND ENHANCING...LIFE WITH MEANING AND PURPOSEENRICHING OPPORTUNITIES AND EXPERIENCESCOMMUNITIES FOSTERING RELATIONSHIPS AND PERPETUATING LEGACYMISSION...WE ENHANCE THE LIFESTYLES OF OLDER ADULTS IN CHRISTIAN COMMUNITY THROUGH THE WAY OF WELLNESS BY OUR...PHILOSOPHY EMBRACING WHOLE-PERSON WELL BEINGPEOPLE DEVELOPING AND EMPOWERING A TALENTED TEAMPRACTICES CONTINUALLY IMPROVING SERVICEPERFORMANCE DELIVERING GREAT RESULTSVALUES...WE ARE AN EXTENDED FAMILY OF MULTIPLE GENERATIONS, BOUND TOGETHER BY...RESPECT HONORING THE DIGNITY OF ALL PEOPLEINNOVATION CREATING NEW AND BETTER APPROACHESSPIRITUALITY PURSUING OUR PURPOSE CONSISTENT WITH CHRISTIAN PRINCIPLESEXCELLENCE STRIVING FOR EXTRAORDINARY EFFECTIVENESS AND EFFICIENCY | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 21602457 | Expense |
| Grants | 710222 | Grants |
| Revenue | 22915706 | Revenue |
| Description | TWIN TOWERS PROVIDES ITS RESIDENTS WITH NURSING CARE BEDS (106) OR ASSISTED LIVING UNITS (94) IF THEY ARE NOT ABLE TO LIVE INDEPENDENTLY, OR APARTMENTS OR PATIO HOMES (270) IF THEY ARE ABLE TO LIVE INDEPENDENTLY. TWIN TOWERS ALSO PROVIDES ITS RESIDENTS WITH RELIGIOUS, SOCIAL, EDUCATIONAL, AND WELLNESS PROGRAMS AND SERVICES. DINING SERVICES INCLUDE THREE MEALS PER DAY FOR NURSING CARE, ASSISTED LIVING AND STUDIO APARTMENT RESIDENTS. THE REMAINING RESIDENTS RECEIVE ONE MEAL PER DAY. MAINTENANCE, ENVIRONMENTAL SERVICES AND LAUNDRY SERVICES ALSO ARE PROVIDED AT VARIOUS LEVELS FOR TWIN TOWERS' RESIDENTS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 394963 | Expense |
| Revenue | 410924 | Revenue |
| Description | TWIN TOWERS PROVIDES ADULT DAY CARE SERVICES IN A SEPARATE STATE OF THE ART FACILITY ON CAMPUS THAT CAN ACCOMODATE UP TO 50 PARTICIPANTS DAILY. THESE SERVICES ARE PROVIDED MONDAY THROUGH FRIDAY. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 21997420 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 1 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 51 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 462 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 12 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 9 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES L BOWERSOX | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5137193531 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6279 TRI-RIDGE BLVD SUITE 320 | AddressLine1 |
| City | LOVELAND | City |
| State | OH | State |
| ZIP Code | 45140 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (14 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| SCOTT M MCQUINN | ||||||
| CEO, PRESIDENT | 15.50 | X | X | 0 | 293548 | 81089 |
| JAMES L BOWERSOX | ||||||
| CFO, SECRETARY, TREAS. | 15.50 | X | X | 0 | 193881 | 67724 |
| SWANN FREDRICKSON | ||||||
| CHAIR | 0.40 | X | X | 0 | 0 | 0 |
| DAVID MACK | ||||||
| TRUSTEE | 0.20 | X | 0 | 0 | 0 | |
| LARRY BRUSHABER | ||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | |
| DON CORNETT | ||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | |
| RUBY CRAWFORD-HEMPHILL | ||||||
| TRUSTEE | 0.20 | X | 0 | 0 | 0 | |
| WILLIAM CULP | ||||||
| TRUSTEE | 0.40 | X | 0 | 0 | 0 | |
| ANDY GRANT | ||||||
| TRUSTEE | 0.40 | X | 0 | 0 | 0 | |
| JIM LAY | ||||||
| TRUSTEE | 0.20 | X | 0 | 0 | 0 | |
| GREG STOVER | ||||||
| TRUSTEE | 0.20 | X | 0 | 0 | 0 | |
| STEVE BLACK | ||||||
| TRUSTEE | 0.10 | X | 0 | 0 | 0 | |
| RENE SHARP | ||||||
| EXECUTIVE DIRECTOR | 48.00 | X | 113114 | 0 | 12743 | |
| ROBERT BENSON | ||||||
| VP OF OPERATIONS | 14.50 | X | 0 | 26276 | 18354 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 113114 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 513705 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 179910 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| VIOX SERVICES INC | |||||
| LOCATION NO 347 | CINCINNATI | OH | 45264 | MAINTENANCE, ENVIRONMENTAL SVCS | 1709380 |
| SCFS INC | |||||
| 1927 SOUTH TREYON ST SUITE 207 | CHARLOTTE | NC | 28203 | ARCHITECTURAL SERVICES | 522071 |
| HUDAWN FACILITIES CONSTRUCTION | |||||
| 4455 BETHANY ROAD | MASON | OH | 45040 | CONSTRUCTION SERVICES | 500077 |
| ALLIANCE REHAB SRA | |||||
| 1520 KENSINGTON ROAD SUITE 110 | OAK BROOK | IL | 60523 | THERAPY SERVICES | 407011 |
| GREENBRIER DEVELOPMENT LLC | |||||
| 3232 MCKINNEY AVE SUITE 100 | DALLAS | TX | 75204 | DEVELOPMENT CONSULTING | 236484 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 9 | NumberOfContractorsGT100K |
| Related Organizations | 364871 | RelatedOrganizations |
| Total Contributions | 364871 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| RESIDENT REVENUE | 623000 | 17726230 | 17726230 |
| MEDICARE/MEDICAID | 623000 | 5223950 | 5223950 |
| RESIDENT SERVICES | 623000 | 354841 | 354841 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 23305021 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 758927 | TotalRevenueColumn |
| Exclusion | $758,927 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 5860 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 5304 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 556 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 556 | TotalRevenueColumn |
| Exclusion | $556 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 16427820 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 16051407 | Securities |
| Other | 116569 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 376413 | Securities |
| Other | -116569 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 259844 | TotalRevenueColumn |
| Exclusion | $259,844 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| OTHER REVENUE | 623000 | 13117 | 13117 |
| CHANGE IN GIFT ANNUITY | 900001 | 8492 | 8492 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 21609 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 24710828 | TotalRevenueColumn |
| Related Or Exempt Function Income | 23326630 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,019,327 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 710222 | Total |
| Program Services | 710222 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 113383 | Total |
| Management And General | 113383 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6966263 | Total |
| Program Services | 6718422 | ProgramServices |
| Management And General | 247841 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 80013 | Total |
| Program Services | 71497 | ProgramServices |
| Management And General | 8516 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 934065 | Total |
| Program Services | 891053 | ProgramServices |
| Management And General | 43012 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 506641 | Total |
| Program Services | 479522 | ProgramServices |
| Management And General | 27119 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3200800 | Total |
| Management And General | 3200800 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20267 | Total |
| Management And General | 20267 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 121222 | Total |
| Management And General | 121222 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2533001 | Total |
| Program Services | 2468639 | ProgramServices |
| Management And General | 64362 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 40876 | Total |
| Program Services | 1093 | ProgramServices |
| Management And General | 39783 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1182114 | Total |
| Program Services | 1125771 | ProgramServices |
| Management And General | 56343 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1896448 | Total |
| Program Services | 1896448 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6368 | Total |
| Program Services | 3455 | ProgramServices |
| Management And General | 2913 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23125 | Total |
| Program Services | 15340 | ProgramServices |
| Management And General | 7785 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1449852 | Total |
| Program Services | 1449852 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4195648 | Total |
| Program Services | 4195648 | ProgramServices |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| RESIDENT ACTIVITIES | 1429063 | 1429063 | |
| DUES & LICENSES | 523200 | 483984 | 39216 |
| BAD DEBTS | 50434 | 50434 | |
| OTHER EXPENSES | 12804 | 6977 | 5827 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25995809 | Total |
| Program Services | 21997420 | ProgramServices |
| Management And General | 3998389 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13886 | BOY |
| EOY | 14734 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 110089 | BOY |
| EOY | 110089 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2379205 | BOY |
| EOY | 2536620 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 338160 | BOY |
| EOY | 426360 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 89922 | BOY |
| EOY | 76474 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8458 | BOY |
| EOY | 7964 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 79169093 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 36097411 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 44667307 | BOY |
| EOY | 43071682 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8202590 | BOY |
| EOY | 9187156 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9621757 | BOY |
| EOY | 9547722 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 65431374 | BOY |
| EOY | 64978801 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1559672 | BOY |
| EOY | 2280665 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5813218 | BOY |
| EOY | 5727152 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27825987 | BOY |
| EOY | 28555842 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3094835 | BOY |
| EOY | 2310518 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 38293712 | BOY |
| EOY | 38874177 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17468185 | BOY |
| EOY | 16008577 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1764145 | BOY |
| EOY | 2190715 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7905332 | BOY |
| EOY | 7905332 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27137662 | BOY |
| EOY | 26104624 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 65431374 | BOY |
| EOY | 64978801 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -1284981 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 251943 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | 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 | 567436 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1958789 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 530326 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 440430 | CurrentTaxYearMinus1Year |
| Current Tax Year | 364871 | CurrentTaxYear |
| Total | 3861852 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 21032969 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 21710287 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 23250353 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 23448413 | CurrentTaxYearMinus1Year |
| Current Tax Year | 23305021 | CurrentTaxYear |
| Total | 112747043 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 21600405 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 23669076 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 23780679 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 23888843 | CurrentTaxYearMinus1Year |
| Current Tax Year | 23669892 | CurrentTaxYear |
| Total | 116608895 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | 22131 | CurrentTaxYearMinus1Year |
| Total | 22131 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | 22131 | CurrentTaxYearMinus1Year |
| Total | 22131 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 116586764 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1380838 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1901456 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1066843 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 563221 | CurrentTaxYearMinus1Year |
| Current Tax Year | 764787 | CurrentTaxYear |
| Total | 5677145 | Total |
Post1975 UBTI Post1975UBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 222528 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 141324 | CurrentTaxYearMinus3Years |
| Total | 363852 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1603366 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2042780 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1066843 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 563221 | CurrentTaxYearMinus1Year |
| Current Tax Year | 764787 | CurrentTaxYear |
| Total | 6040997 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | 32671 | CurrentTaxYearMinus1Year |
| Current Tax Year | 21609 | CurrentTaxYear |
| Total | 54280 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 23203771 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 25711856 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 24847522 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 24484735 | CurrentTaxYearMinus1Year |
| Current Tax Year | 24456288 | CurrentTaxYear |
| Total | 122704172 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.95010 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.92760 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.04920 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.05660 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
| General Explanation | SCHEDULE A, PART II, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS CHANGE IN GIFT ANNUITY | GeneralExplanation |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | Volunteers |
| Paid Staff Or Management | 0 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 0 | MailingsMembers |
| Publications Or Broadcast | 0 | PublicationsOrBroadcast |
| Grants Other Organizations | 0 | GrantsOtherOrganizations |
| Direct Contact Legislators | 0 | DirectContactLegislators |
| Rallies Demonstrations | 0 | RalliesDemonstrations |
| Other Activities | 1 | OtherActivities |
| Other Activities | $1,561 | OtherActivitiesAmount |
| Total Lobbying Expenditures IIB | 1561 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | 0 | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION OF OTHER LOBBYING ACTIVITIES: | Identifier |
| Return Reference | PART II-B, LINE 1I: | ReturnReference |
| Explanation | A PERCENTAGE OF DUES PAYMENTS TO LEADINGAGE OHIO RELATES TO LOBBYING. | Explanation |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 9260576 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 164625 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 42486 | GrantsOrScholarships |
| End Of Year Balance | 9382715 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 9142438 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 157424 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 39286 | GrantsOrScholarships |
| End Of Year Balance | 9260576 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 9443576 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 37659 | InvestmentEarningsOrLosses |
| Other Expenditures | 338797 | OtherExpenditures |
| End Of Year Balance | 9142438 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.00000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.84000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.16000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4912326 | OtherCostOrOtherBasis |
| Book Value | 4912326 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 63849440 | OtherCostOrOtherBasis |
| Depreciation | 29672050 | Depreciation |
| Book Value | 34177390 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 8364358 | OtherCostOrOtherBasis |
| Depreciation | 6425361 | Depreciation |
| Book Value | 1938997 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2042969 | OtherCostOrOtherBasis |
| Book Value | 2042969 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 43071682 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (5 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| CEMETERY LOTS | 13778 |
| CERTIFICATE OF NEED - ADDITIONAL NURSING BEDS | 227221 |
| DUE FROM AFFILIATES | 7780003 |
| IRREVOCABLE TRUST | 1477374 |
| ACCRUED INTEREST RECEIVABLE | 49346 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 9547722 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| REFUNDABLE LIFE USE FEES | $1,284,056 |
| ADVANCED DEPOSITS - RESIDENTS | $793,656 |
| DISTRIBUTIONS PAYABLE | $218,074 |
| RESIDENT FUNDS HELD IN TRUST | $14,732 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 2310518 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | Identifier |
| Return Reference | PART V, LINE 4: | ReturnReference |
| Explanation | INCOME FROM MOST OF THE ENDOWMENT FUNDS IS PRIMARILY TO BE USED FOR GENERAL ACTIVITIES OF THE ORGANIZATION. THE INCOME FROM THE REMAINING FUNDS IS TO BE USED FOR UPKEEP OF A PORTION OF THE BUILDING, PROVIDING BENEVOLENT CARE AND SCHOLARSHIPS (LESS THAN .5% OF THE TOTAL). | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | BENEVOLENT CARE TO RESIDENTS | TypeOfGrant |
| Number Of Recipients | 22 | NumberOfRecipients |
| Amount Of Cash Grant | 710222 | AmountOfCashGrant |
| Amount Of Non Cash Assistance | 0 | AmountOfNonCashAssistance |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: RESIDENTS MUST APPLY TO ALL GOVERNMENT SOURCES BEFORE BEING GRANTED BENEVOLENT ASSISTANCE. APPLICATIONS DISCLOSING THE RESIDENT'S CURRENT FINANCIAL POSITION ARE REVIEWED AND APPROVED BY FINANCE AND THE FACILITY ADMINISTRATOR. UPON APPROVAL, BENEVOLENT ASSISTANCE IS PROVIDED IN THE FORM OF CREDITING CHARGES FROM THE RESIDENT'S MONTHLY BILLING STATEMENT AND CHARGING BENEVOLENT CARE EXPENSE. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SCOTT M MCQUINN | |||||||||||||
| 0 | 229848 | 0 | 53500 | 0 | 10200 | 0 | 69849 | 0 | 11240 | 0 | 374637 | 0 | 53500 |
| JAMES L BOWERSOX | |||||||||||||
| 0 | 149881 | 0 | 44000 | 0 | 0 | 0 | 56484 | 0 | 11240 | 0 | 261605 | 0 | 44000 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SUPPLEMENTAL INFORMATION | Identifier |
| Return Reference | PART III | ReturnReference |
| Explanation | PART I, LINE 3: THE EXECUTIVE COMMITTEE OF LIFE ENRICHING COMMUNITIES, A RELATED ORGANIZATION, REVIEWS AND APPROVES THE COMPENSATION OF THE CEO. AN INDUSTRY SURVEY IS UTILIZED IN THEIR DETERMINATION OF COMPENSATION. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (12 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | LIFE ENRICHING COMMUNITIES, A NON-PROFIT CORPORATION, IS THE SOLE MEMBER OF TWIN TOWERS. | |
| FORM 990, PART VI, SECTION A, LINE 7A | LIFE ENRICHING COMMUNITIES ELECTS THE BOARD OF TRUSTEES. | |
| FORM 990, PART VI, SECTION A, LINE 7B | CERTAIN DECISIONS ARE SUBJECT TO APPROVAL BY LIFE ENRICHING COMMUNITIES. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FINANCE COMMITTEE OF LIFE ENRICHING COMMUNITIES, THE SOLE MEMBER OF TWIN TOWERS, REVIEWS AND APPROVES THE FORM 990 PRIOR TO FILING. DISCUSSIONS CONCERNING THE FORM 990, QUESTIONS AND ANSWERS ARE DOCUMENTED CONTEMPORANEOUSLY IN THE MINUTES OF THE FINANCE COMMITTEE MEETING. ADDITIONALLY, A COPY OF THE FORM 990 WAS MADE AVAILABLE TO THE BOARD OF TRUSTEES PRIOR TO FILING. | |
| OFFICERS AND TRUSTEES ARE REQUIRED TO REPORT ANY CONFLICTS OR POTENTIAL CONFLICTS OF INTEREST AT LEAST ONCE A YEAR. A QUESTIONNAIRE IS COMPLETED, SIGNED AND DATED BY THE PERSON COMPLETING THE QUESTIONNAIRE. THE RESULTS ARE COMPILED INTO A SINGLE DOCUMENT AND DISTRIBUTED TO THE PERSONS APPROVING ACCOUNTS PAYABLE AND SIGNING CHECKS AS WELL AS TO THE BOARD OF TRUSTEES. CONFLICTS OF INTEREST ARE MONITORED TO ENSURE THAT THOSE WITH CONFLICTS DO NOT VOTE ON MATTERS WHERE THEY HAVE A CONFLICT OF INTEREST. | FORM 990, PART VI, SECTION B, LINE 12C | |
| A RELATED ORGANIZATION, LIFE ENRICHING COMMUNITIES, PAYS COMPENSATION TO THE ORGANIZATION'S CEO AND OTHER OFFICERS. TOTAL CASH COMPENSATION, INCLUSIVE OF BASE PAY, VARIABLE COMPENSATION, RETIREMENT CONTRIBUTIONS AND BENEFITS FOR APPLICABLE POSITIONS IS COMPARED TO DATA CONTAINED IN THE ANNUAL AAHSA-CEMO SENIOR LIVING COMPENSATION SURVEY (A NATIONAL INDUSTRY ORGANIZATION). COMPENSATION BANDS FOR EACH APPLICABLE POSITION WERE ALSO ESTABLISHED BASED ON THE SURVEY DATA. THE EXECUTIVE COMMITTEE OF THE LIFE ENRICHING COMMUNITIES BOARD REVIEWS AND APPROVES VARIOUS ELEMENTS OF EXECUTIVE COMPENSATION BASED ON AND AS REQUIRED BY THE ORGANIZATION'S EXECUTIVE COMPENSATION POLICY AND THE EXECUTIVE INCENTIVE PLAN. SPECIFICALLY, THE CEO'S COMPENSATION IS REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE OF THE LIFE ENRICHING COMMUNITIES BOARD. COMPENSATION FOR OTHER EXECUTIVE TEAM MEMBERS ARE DETERMINED BY THE CEO WITH RECOMMENDATIONS REVIEWED BY THE EXECUTIVE COMMITTEE OF THE LIFE ENRICHING COMMUNITIES BOARD. THESE APPROVALS WERE CONTEMPORANEOUSLY DOCUMENTED IN COMMITTEE MEETING MINUTES AND APPROVED BY THE LIFE ENRICHING COMMUNITIES BOARD. THIS PROCESS WAS LAST UNDERTAKEN IN 2010 AND 2011. | FORM 990, PART VI, SECTION B, LINE 15 | |
| TWIN TOWERS MAKES ITS FORM 1023 AND FORM 990 AVAILABLE ON ITS WEBSITE AND UPON REQUEST. | FORM 990, PART VI, SECTION C, LINE 18 | |
| TWIN TOWERS MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON WRITTEN REQUEST. THE ORGANIZATION'S CONDENSED FINANCIAL STATEMENTS ARE PUBLISHED ON ITS WEBSITE AND IN ITS ANNUAL REPORT WHICH IS DISTRIBUTED TO FRIENDS, FAMILY MEMBERS, BUSINESS PARTNERS AND CONTRIBUTORS. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 87,318. SPLIT INTEREST TRUSTS 164,625. TOTAL TO FORM 990, PART XI, LINE 5: 251,943. | FORM 990, PART XI, LINE 5: |
| THE FINANCE COMMITTEE OF THE BOARD FUNCTIONS AS THE ORGANIZATION'S AUDIT COMMITTEE. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. | FORM 990, PART XI, LINE 2: | |
| FORM 990, PART VII: CEO SCOTT MCQUINN WORKS APPROXIMATELY 14.5 HOURS FOR TWIN LAKES, 17 HOURS FOR LIFE ENRICHING COMMUNITIES, AND .5 HOURS FOR LIFE ENRICHING COMMUNITIES FOUNDATION. CFO JAMES BOWERSOX WORKS APPROXIMATELY 12 HOURS FOR TWIN LAKES, 19 HOURS FOR LIFE ENRICHING COMMUNITIES, AND .5 HOURS FOR LIFE ENRICHING COMMUNITIES FOUNDATION. VP OF OPERATIONS ROBERT BENSON WORKS APPROXIMATELY 26 HOURS FOR TWIN LAKES, AND 7 HOURS FOR LIFE ENRICHING COMMUNITIES. | ||
| FORM 990, PART IV, LINE 24A: TAX-EXEMPT BONDS WERE ISSUED TO THE OBLIGATED GROUP CONSISTING OF LIFE ENRICHING COMMUNITIES, LIFE ENRICHING COMMUNITIES FOUNDATION, TWIN TOWERS, AND TWIN LAKES. AS THE PARENT ORGANIZATION, LIFE ENRICHING COMMUNITIES HAS COMPLETED SCHEDULE K TO REFLECT 100% OF THE BONDS' VALUE AS REPORTED ON FORM 8038 FOR THE OBLIGATED GROUP. NO SCHEDULE K WAS COMPLETED FOR TWIN TOWERS. THE AMOUNT OF TAX-EXEMPT BONDS RECORDED ON THE BALANCE SHEET OF TWIN TOWERS REFLECTS THE AMOUNT SPECIFICALLY ALLOCATED FOR ITS PARTICULAR PROJECTS. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LIFE ENRICHING COMMUNITIES | |||||||||||
| 6279 TRI-RIDGE BLVD SUITE 320 | LOVELAND | OH | 45140 | 043660613 | SUPPORTING ORGANIZATION FOR TWIN TOWERS AND TWIN LAKES | OH | 501(C)(3) | 11 TYPE III | N/A | 0 | |
| LIFE ENRICHING COMMUNITIES FOUNDATION | |||||||||||
| 6279 TRI-RIDGE BLVD SUITE 320 | LOVELAND | OH | 45140 | 061708088 | SUPPORTING FOUNDATION | OH | 501(C)(3) | 11 TYPE II | 1 | LIFE ENRICHING COMMUNITIES | |
| TWIN LAKES | |||||||||||
| 9840 MONTGOMERY ROAD | CINCINNATI | OH | 45242 | 311708926 | SENIOR CARE AND HOUSING | OH | 501(C)(3) | 9 | 1 | LIFE ENRICHING COMMUNITIES | |
| LEC NFP | |||||||||||
| 6279 TRI-RIDGE BLVD SUITE 320 | LOVELAND | OH | 45140 | 261133673 | INACTIVE | OH | N/A | N/A | 1 | LIFE ENRICHING COMMUNITIES | |
Form990 Schedule R Part IV Form990ScheduleRPartIV (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Direct Controlling Entity NADirectControllingEntityNA | Type Of EntityTypeOfEntity |
|---|---|---|---|---|---|---|---|---|
| WHOLE-PERSON WELLNESS SOLUTIONS INC | ||||||||
| 3051 ARBORCREEK LANE | CINCINNATI | OH | 45242 | 261134796 | WHOLE-PERSON WELLNESS CONSULTING AND EDUCATION | OH | N/A | C |
| LEC COMMUNITY SERVICES INC | ||||||||
| 6279 TRI-RIDGE BLVD SUITE 320 | LOVELAND | OH | 45140 | 261130747 | INACTIVE | OH | N/A | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 1 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (8 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| TWIN LAKES | ||
| N | 89828 | PAYROLL ALLOCATON |
| LIFE ENRICHING COMMUNITIES | ||
| N | 34248 | PAYROLL ALLOCATON |
| LIFE ENRICHING COMMUNITIES FOUNDATION | ||
| L | 3200800 | CASH TRANSACTION |
| LIFE ENRICHING COMMUNITIES FOUNDATION | ||
| C | 364871 | CASH TRANSACTION |
| LIFE ENRICHING COMMUNITIES | ||
| P | 1202726 | CASH TRANSACTION |
| LIFE ENRICHING COMMUNITIES FOUNDATION | ||
| Q | 18158644 | CASH TRANSACTION |
| LIFE ENRICHING COMMUNITIES FOUNDATION | ||
| O | 1811154 | CASH TRANSACTION |
| LIFE ENRICHING COMMUNITIES FOUNDATION | ||
| R | 13774259 | CASH TRANSACTION |
Form990 Schedule R Part VII Form990ScheduleRPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | SCHEDULE R, PART V: A CONCENTRATION ACCOUNT IN THE NAME OF LIFE ENRICHING COMMUNITIES FOUNDATION IS USED TO SWEEP THE DAILY RESIDUAL CASH FROM THE OPERATING ACCOUNT OF TWIN TOWERS, TWIN LAKES, AND LIFE ENRICHING COMMUNITIES, RELATED, TAX-EXEMPT ORGANIZATIONS. IF ADDITIONAL FUNDS ARE NEEDED TO COVER DISBURSEMENTS FROM THE ENTITIES' OPERATING ACCOUNT THE FUNDS ARE TRANSFERRED FROM THE CONCENTRATION ACCOUNT. THE MAJORITY OF THE TRANSFERS SHOWN BETWEEN THE ORGANIZATION AND LIFE ENRICHING COMMUNITIES FOUNDATION ARE THE ORGANIZATION'S TOTAL DAILY DEPOSITS AND TOTAL DAILY DISBURSEMENTS, LESS AMOUNTS SPECIFICALLY INCLUDED ON OTHER LINES OF SCHEDULE R, PART V. | Explanation |