ST LEONARD: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- ST LEONARD (EIN 34-1940863)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-11-15
- IRS object ID
- 201143199349303744
- Schema version
- 2010v3.4
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule J
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-11-15T10:51:03-06:00 | 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 | BATTELLE & BATTELLE LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2000 WEST DOROTHY LANE | AddressLine1 |
| City | DAYTON | City |
| State | OH | State |
| ZIP Code | 45439 | 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 | 341940863 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ST LEONARD | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | STLE | NameControl |
| Phone | 9374330480 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8100 CLYO ROAD | AddressLine1 |
| City | CENTERVILLE | City |
| State | OH | State |
| ZIP Code | 45458 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TIMOTHY C DRESSMAN | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 9374330480 | Phone |
| Date Signed | 2011-11-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KAREN O CRIM | Name |
| Phone | 9372980201 | 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 | TIMOTHY C DRESSMAN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8100 CLYO ROAD | AddressLine1 |
| City | CENTERVILLE | City |
| State | OH | State |
| ZIP Code | 45458 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 20842216 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.STLEONARD.NET | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2000 | YearFormation |
| State Legal Domicile | OH | StateLegalDomicile |
| Activity Or Mission Description | TO SERVE THE NEEDS OF THE ELDERLY BY OPERATING A RETIREMENT COMMUNITY. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 11 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 9 | NbrIndependentVotingMembers |
| Total Nbr Employees | 459 | TotalNbrEmployees |
| Total Nbr Volunteers | 307 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 122804 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 329405 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 19064521 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 20152685 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 509232 | InvestmentIncomePriorYear |
| Investment Income Current Year | 360126 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 510046 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 20206603 | TotalRevenuePriorYear |
| Total Revenue Current Year | 20842216 | 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 | 10299513 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 10210573 | 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 | 7879188 | OtherExpensePriorYear |
| Other Expenses Current Year | 8355582 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 18178701 | TotalExpensesPriorYear |
| Total Expenses Current Year | 18566155 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 2027902 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 2276061 | RevenuesLessExpensesCY |
| Total Assets BOY | 45168748 | TotalAssetsBOY |
| Total Assets EOY | 75524714 | TotalAssetsEOY |
| Total Liabilities BOY | 34137610 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 62034354 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 11031138 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 13490360 | NetAssetsOrFundBalancesEOY |
| Mission Description | RESPONDING TO THE GOSPEL OF JESUS, ST. LEONARD ASSISTS SENIORS OF ALL FAITHS TO ACHIEVE THEIR HIGHEST LEVEL OF INDEPENDENCE BY OPERATING A CONTINUING CARE RETIREMENT COMMUNITY LOCATED ON APPROXIMATELY 240 ACRES IN CENTERVILLE, OHIO. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 12899114 | Expense |
| Revenue | 19476767 | Revenue |
| Description | ST. LEONARD IS COMPRISED OF A 120 BED LICENSED SKILLED NURSING CENTER, 71 LICENSED ASSISTED LIVING UNITS, 250 COTTAGE AND GARDEN HOMES, AND 72 APARTMENTS. SPECIALIZED UNITS EXIST FOR DEMENTIA CLIENTS IN THE ASSISTED LIVING AREA, THE ADULT DAY CARE AREA, AND THE HEALTH CARE CENTER. APPROXIMATELY 700 RESIDENTS ARE SERVED. | Description |
| Total Program Service Expense | 12899114 | 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 | 1 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | 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 | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 22 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 459 | 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 | 11 | 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 |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SYLVIA CLASEN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 9374397159 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8100 CLYO ROAD | AddressLine1 |
| City | CENTERVILLE | City |
| State | OH | State |
| ZIP Code | 45458 | 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 |
|---|---|---|---|---|---|---|---|
| BARBARA VANO | |||||||
| CHAIR | 1.00 | X | X | 0 | 0 | 0 | |
| GARY SCANLON | |||||||
| VICE CHAIR | 1.00 | X | X | 0 | 0 | 0 | |
| DANIEL DITTMAN | |||||||
| TREASURER | 1.00 | X | X | 0 | 0 | 0 | |
| PATRICIA MARTIN | |||||||
| SECRETARY | 1.00 | X | X | 0 | 0 | 0 | |
| DON JUSZCZYK | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| PATRICIA IOAS | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| RICK RYAN | |||||||
| TRUSTEE | 1.00 | X | 0 | 289722 | 60293 | ||
| REV TERENCE HAMILTON | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| MARK CONWAY | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| MARTIN SLOAN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| TIMOTHY DRESSMAN | |||||||
| EXECUTIVE DIRECTOR | 40.00 | X | X | 164944 | 0 | 29238 | |
| SYLVIA CLASEN | |||||||
| CONTROLLER | 40.00 | X | 114421 | 0 | 14183 | ||
| TROY HUTCHINSON | |||||||
| ADMINISTRATOR | 40.00 | 101941 | 0 | 19352 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 381306 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 289722 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 123066 | TotalOtherCompensation |
| Number Individuals GT100 K | 3 | 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 |
|---|---|---|---|---|---|
| CONCEPT REHAB | |||||
| 7150 GRANITE CIRCLE | TOLEDO | OH | 43617 | THERAPY SERVICES | 560094 |
| FUNCTIONAL PATHWAYS | |||||
| 614 MABRY HOOD ROAD SUITE 301 | KNOXVILLE | TN | 37932 | THERAPY SERVICES | 330161 |
| PLANTE MORAN | |||||
| 537 E PETE ROSE WAY | CINCINNATI | OH | 45202 | CONSULTING | 233864 |
| ANDREWS ARCHITECTS | |||||
| 6631 COMMERCE PARKWAY STUDIO B | DUBLIN | OH | 43017 | ARCHITECTURE SERVICES | 172022 |
| BEEBERS | |||||
| 1600 RIVERCENTER II 100 EAST RIVER | COVINGTON | KY | 41011 | PHARMACEUTICAL SERVICES | 166813 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
| All Other Contributions | 329405 | AllOtherContributions |
| Total Contributions | 329405 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | ExclusionExclusionAmount |
|---|---|---|---|---|
| PATIENT REVENUE | 623000 | 15198826 | 15198826 | |
| ANCILLARY REVENUE | 532000 | 3377223 | 3377223 | |
| OTHER REVENUE | 900099 | 1576636 | 1528983 | $47,653 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 20152685 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 357259 | TotalRevenueColumn |
| Exclusion | $357,259 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 2867 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 2867 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2867 | TotalRevenueColumn |
| Exclusion | $2,867 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 20842216 | TotalRevenueColumn |
| Related Or Exempt Function Income | 20105032 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $407,779 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 322786 | Total |
| Program Services | 117963 | ProgramServices |
| Management And General | 204823 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7482082 | Total |
| Program Services | 6276764 | ProgramServices |
| Management And General | 1205318 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 538150 | Total |
| Program Services | 461208 | ProgramServices |
| Management And General | 76942 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1320724 | Total |
| Program Services | 1110339 | ProgramServices |
| Management And General | 210385 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 546831 | Total |
| Program Services | 456563 | ProgramServices |
| Management And General | 90268 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 49343 | Total |
| Management And General | 49343 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 102100 | Total |
| Management And General | 102100 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 59446 | Total |
| Program Services | 18765 | ProgramServices |
| Management And General | 40681 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1798650 | Total |
| Program Services | 1454114 | ProgramServices |
| Management And General | 344536 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 745840 | Total |
| Program Services | 745840 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 90149 | Total |
| Program Services | 75653 | ProgramServices |
| Management And General | 14496 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19507 | Total |
| Program Services | 8123 | ProgramServices |
| Management And General | 11384 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 263085 | Total |
| Management And General | 263085 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1959662 | Total |
| Management And General | 1959662 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 93877 | Total |
| Management And General | 93877 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| PURCHASE SERVICES | 1705811 | 1154561 | 551250 |
| BED TAX | 657548 | 657548 | 0 |
| INTEREST RATE SWAP SETT | 395000 | 395000 | |
| PHARMACY | 283840 | 283840 | 0 |
| BAD DEBT/OTHER EXPENSES | 107724 | 53833 | 53891 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24000 | Total |
| Program Services | 24000 | ProgramServices |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18566155 | Total |
| Program Services | 12899114 | ProgramServices |
| Management And General | 5667041 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 223975 | BOY |
| EOY | 1517950 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 640462 | BOY |
| EOY | 20537 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1291369 | BOY |
| EOY | 1432603 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1937901 | BOY |
| EOY | 3035063 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 38695 | BOY |
| EOY | 24415 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 220052 | BOY |
| EOY | 135653 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 51579997 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 17131610 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31014092 | BOY |
| EOY | 34448387 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8554986 | BOY |
| EOY | 11540551 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 270730 | BOY |
| EOY | 22195157 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 976486 | BOY |
| EOY | 1174398 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 45168748 | BOY |
| EOY | 75524714 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1405915 | BOY |
| EOY | 2527948 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13095000 | BOY |
| EOY | 40117714 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10086 | BOY |
| EOY | 6840 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 175000 | BOY |
| EOY | 175000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19451609 | BOY |
| EOY | 19206852 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34137610 | BOY |
| EOY | 62034354 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11031138 | BOY |
| EOY | 13490360 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11031138 | BOY |
| EOY | 13490360 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 45168748 | BOY |
| EOY | 75524714 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 2276061 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 183161 | 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 | 185983 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 150129 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 149585 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 122804 | CurrentTaxYearMinus1Year |
| Current Tax Year | 329405 | CurrentTaxYear |
| Total | 937906 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 17344860 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 17829025 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 17886259 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 17676784 | CurrentTaxYearMinus1Year |
| Current Tax Year | 19843457 | CurrentTaxYear |
| Total | 90580385 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 17530843 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 17979154 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 18035844 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 17799588 | CurrentTaxYearMinus1Year |
| Current Tax Year | 20172862 | CurrentTaxYear |
| Total | 91518291 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 91518291 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 465860 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 561511 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 605256 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 507829 | CurrentTaxYearMinus1Year |
| Current Tax Year | 673827 | CurrentTaxYear |
| Total | 2814283 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 465860 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 561511 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 605256 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 507829 | CurrentTaxYearMinus1Year |
| Current Tax Year | 673827 | CurrentTaxYear |
| Total | 2814283 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 387305 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 506771 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 514872 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 510046 | CurrentTaxYearMinus1Year |
| Current Tax Year | -7340 | CurrentTaxYear |
| Total | 1911654 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 18384008 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 19047436 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 19155972 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 18817463 | CurrentTaxYearMinus1Year |
| Current Tax Year | 20839349 | CurrentTaxYear |
| Total | 96244228 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.95090 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.94710 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.02920 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.02740 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | Volunteers |
| Paid Staff Or Management | 0 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 0 | MailingsMembers |
| Publications Or Broadcast | 0 | PublicationsOrBroadcast |
| Grants Other Organizations | 0 | GrantsOtherOrganizations |
| Direct Contact Legislators | 0 | DirectContactLegislators |
| Rallies Demonstrations | 0 | RalliesDemonstrations |
| Other Activities | 1 | OtherActivities |
| Total Lobbying Expenditures IIB | 0 | TotalLobbyingExpendituresIIB |
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 | THE PERCENTAGE OF DUES PAID TO THE OHIO HEALTH CARE ASSOCIATION THAT WAS USED FOR LOBBYING IN 2010 IS 37.35%. THIS PERCENTAGE INCLUDES THE DUES PAID TO AMERICAN HEALTH CARE ASSOCIATION THROUGH THE OHIO HEALTH CARE ASSOCIATION. | Explanation |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtc |
| Included On FS | 1 | IncludedOnFS |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 6421471 | OtherCostOrOtherBasis |
| Book Value | 6421471 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 29690071 | OtherCostOrOtherBasis |
| Depreciation | 8602471 | Depreciation |
| Book Value | 21087600 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 7670988 | OtherCostOrOtherBasis |
| Depreciation | 6779619 | Depreciation |
| Book Value | 891369 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 7797467 | OtherCostOrOtherBasis |
| Depreciation | 1749520 | Depreciation |
| Book Value | 6047947 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 34448387 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | TRUSTEE HELD FUNDS | Description |
| Book Value | 22195157 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 22195157 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| NONREFUNDABLE ENTRANCE FEES | $2,628,478 |
| REFUNDABLE RESIDENT FEES | $16,578,374 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 19206852 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART IV, LINE 2B: | RESIDENT TRUST ACCOUNTS ARE HELD IN A SEPARATE BANK ACCOUNT. | |
| PART X: | INCOME TAX FOOTNOTE FROM THE DECEMBER 31, 2010 AUDITED FINANCIAL STATEMENTS: ST. LEONARD AND THE FOUNDATION WERE INCORPORATED UNDER THE LAWS OF THE STATE OF OHIO AS NOT-FOR-PROFIT CORPORATIONS EXEMPT FROM STATE AND LOCAL TAXES. THE INTERNAL REVENUE SERVICE HAS DETERMINED THAT ST. LEONARD AND THE FOUNDATION ARE EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| RICK RYAN | |||||||||||||
| 0 | 288625 | 0 | 0 | 0 | 1097 | 0 | 23465 | 0 | 36828 | 0 | 350015 | 0 | 0 |
| TIMOTHY DRESSMAN | |||||||||||||
| 164944 | 0 | 0 | 0 | 0 | 0 | 11546 | 0 | 17692 | 0 | 194182 | 0 | 0 | 0 |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COUNTY OF MONTGOMERY OHIO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 316000172 | IssuerEIN |
| CUSIP Number | 61351QAC3 | CUSIPNumber |
| Date Issued | 2010-06-30 | DateIssued |
| Issue Price | 40672000 | IssuePrice |
| Description Of Purpose | SEE SCHEDULE K, PART V | DescriptionOfPurpose |
| Defeased | 0 | Defeased |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Pool Financing | 0 | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Proceeds | 40867133 | TotalProceeds |
| Amount In Reserve Fund | 4900235 | AmountInReserveFund |
| Capitalized Interest | 671040 | CapitalizedInterest |
| Refunding Escrow | 12402167 | RefundingEscrow |
| Issuance Costs From Proceeds | 813454 | IssuanceCostsFromProceeds |
| Capital Expenditures | 6480305 | CapitalExpenditures |
| Amount Unspent | 14809695 | AmountUnspent |
| Year Of Subst Completion | 2011 | YearOfSubstCompletion |
| Current Refunding | 1 | CurrentRefunding |
| Advance Refunding | 0 | AdvanceRefunding |
| Final Allocation Made | 0 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 1 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | 0 | OwningBondFinancedProperty |
| Any Lease Arrangements | 0 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 0 | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | 0 | AnyResearchAgreements |
| Bond Counsel Routinely Engaged | 1 | BondCounselRoutinelyEngaged |
| Prcntge Prvt Business Use By Others | 0.00000 | PrcntgePrvtBusinessUseByOthers |
| Percentage Of Prvt Business Re UBI | 0.00000 | PercentageOfPrvtBusinessReUBI |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUse |
| Post Issuance Compliance Procdrs | 1 | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | 0 | Form8038TFiled |
| Variable Rate Issue | 0 | VariableRateIssue |
| Hedge Identified In Books And Recds | 0 | HedgeIdentifiedInBooksAndRecds |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Exception To Rebate | 1 | ExceptionToRebate |
Form990 Schedule K Part V Form990ScheduleKPartV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SCHEDULE K, PART I, LINE A, COLUMN (F): | DESCRIPTION OF PURPOSE | THE COUNTY OF MONTGOMERY, OHIO FIXED RATE OHIO HEALTHCARE AND MULTIFAMILY HOUSING IMPROVEMENT AND REFUNDING REVENUE BONDS, SERIES 2010 PROCEEDS WERE USED TO REPAY THE SERIES 2001 BONDS IN JULY 2010 IN FULL AND TO FINANCE NEW CONSTRUCTION, CONSISTING OF NEW SKILLED NURSING AND ASSISTED CARE BUILDING, A WELLNESS CENTER FOR INDEPENDENT LIVING RESIDENTS, A MAINTENANCE BUILDING, AND CORE CAMPUS ROAD IMPROVEMENTS. |
| SCHEDULE K, PART II, LINE 3, COLUMN (A): | TOTAL PROCEEDS OF ISSUE | ISSUE PROCEEDS PLUS INVESTMENT EARNINGS |
| SCHEDULE K, PART II, LINE 5, COLUMN (A): | CAPITALIZED INTEREST FROM PROCEEDS | AN INTEREST PAYMENT OF $671,040 WAS PAID FROM THE CAPITALIZED INTEREST RESERVE FUND IN 2010. |
| SCHEDULE K, PART II, LINE 6, COLUMN (A): | PROCEEDS IN REFUNDING ESCROWS | AMOUNT OF REFUNDING PROCEEDS REPORTED ON FORM 8038 - FUNDS WERE DISBURSED BY DECEMBER 31, 2010. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | FRANCISCAN LIVING COMMUNITIES IS THE SOLE MEMBER OF ST. LEONARD. | |
| FORM 990, PART VI, SECTION A, LINE 7A | FRANCISCAN LIVING COMMUNITIES, AS THE SOLE MEMBER OF THE ORGANIZATION, HAS THE RESERVED POWERS TO ELECT THE TRUSTEES OF THE ORGANIZATION, AND ELECT AND REMOVE THE CHAIRPERSON AND PRESIDENT/CEO OF ST. LEONARD. | |
| FORM 990, PART VI, SECTION A, LINE 7B | FRANCISCAN LIVING COMMUNITIES HAS THE RESERVED POWER TO APPROVE THE ANNUAL OPERATING AND CAPITAL BUDGETS OF ST. LEONARD. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE ORGANIZATION'S EXECUTIVE COMMITTEE AND BOARD OF TRUSTEES REVIEW THE FORM 990 PRIOR TO FILING. ALL MEMBERS OF THE BOARD OF TRUSTEES ARE INVITED TO REVIEW THE COMPLETED FORM 990 PRIOR TO THE ANNUAL FILING DEADLINE. ANY QUESTIONS OR CONCERNS BROUGHT BY MEMBERS OF THE BOARD OF TRUSTEES WILL BE FORWARDED TO THE DIRECTOR OF ST. LEONARD FOUNDATION FOR CHANGES OR AMENDMENTS AS NECESSARY. | |
| THE BOARD OF TRUSTEES HAS TO INFORM THE ORGANIZATION OF A CONFLICT OF INTEREST WHEN IT ARISES. | FORM 990, PART VI, SECTION B, LINE 12C | |
| THE BOARD OF TRUSTEES EXECUTIVE COMMITTEE IS RESPONSIBLE FOR OVERSEEING FULL DISCLOSURE OF EXECUTIVE COMPENSATION. THE EXECUTIVE COMMITTEE SHALL ANNUALLY REVIEW AND APPROVE ELEMENTS OF EXECUTIVE COMPENSATION IN A MANNER THAT IS DESIGNED TO COMPLY WITH THE REGULATIONS GOVERNING THE IRS'S INTERMEDIATE SANCTIONS PROVISIONS. COMPENSATION DETERMINATIONS MADE BY THE COMMITTEE WILL BE PREMISED UPON THE FOLLOWING GUIDELINES. THE COMMITTEE SHALL OBTAIN AND RELY UPON COMPETITIVE COMPENSATION INFORMATION THAT REFLECTS COMPARABLE ORGANIZATIONS AND POSITIONS. THE COMMITTEE SHALL RELY UPON SURVEY DATA WHEN DETERMINING THE REASONABLENESS OF THE COMPENSATION. | FORM 990, PART VI, SECTION B, LINE 15 | |
| GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC IN THE ORGANIZATION'S FINANCE OFFICE. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 183,161. | FORM 990, PART XI, LINE 5: |
| THE ORGANIZATION'S COMMITTEE THAT ASSUMES THE RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM PRIOR YEARS. THE FINANCIAL STATEMENTS ARE CONSOLIDATED WITH ST. LEONARD FOUNDATION. | FORM 990, PART XII, LINE 2C |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (28 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg | Direct Controlling Entity NADirectControllingEntityNA |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ST LEONARD FOUNDATION | |||||||||||
| 8100 CLYO ROAD | CENTERVILLE | OH | 45458 | 320102715 | CHARITABLE FUND RAISING | OH | 501(C)(3) | LINE 7 | FLC | 1 | |
| BURLESON ST JOSEPH HEALTH CENTER | |||||||||||
| 2801 FRANCISCAN DRIVE | BRYAN | TX | 77802 | 742759890 | HEALTH CARE | TX | 501(C)(3) | LINE 3 | SJSC | 1 | |
| BURLESON ST JOSEPH MANOR | |||||||||||
| 2801 FRANCISCAN DRIVE | BRYAN | TX | 77802 | 742913931 | NURSING CARE | TX | 501(C)(3) | LINE 9 | SJSC | 1 | |
| FRANCISCAN CARE CENTER SYLVANIA | |||||||||||
| 4111 HOLLAND SYLVANIA RD | TOLEDO | OH | 43623 | 341931806 | LT CARE FACILITY | OH | 501(C)(3) | LINE 9 | FLC | 1 | |
| FRANCISCAN LIVING COMMUNITIES | |||||||||||
| 6832 CONVENT BLVD | SYLVANIA | OH | 43560 | 341892096 | MANAGEMENT SUPPORT | OH | 501(C)(3) | LINE 11A, I | FSC | 1 | |
| FRANCISCAN PROPERTIES | |||||||||||
| 6832 CONVENT BLVD | SYLVANIA | OH | 43560 | 341412966 | RESIDENTIAL HOUSING | OH | 501(C)(3) | LINE 9 | FLC | 1 | |
| FRANCISCAN SERVICES CORP | |||||||||||
| 6832 CONVENT BLVD | SYLVANIA | OH | 43560 | 341412964 | CHURCH ORG | OH | 501(C)(3) | LINE 1 | 0 | N/A | |
| FRANCISCAN SERVICES CORP SELF INSURANCE TRUST | |||||||||||
| 6832 CONVENT BLVD | SYLVANIA | OH | 43560 | 346895492 | SELF INSURANCE TRUST | OH | 501(C)(3) | LINE 11A, I | FSC | 1 | |
| FRANCISCAN SHELTERS | |||||||||||
| 6832 CONVENT BLVD | SYLVANIA | OH | 43560 | 341612437 | DOMESTIC VIOLENCE SHELTER | OH | 501(C)(3) | LINE 1 | FSC | 1 | |
| MADISON ST JOSEPH HEALTH CENTER | |||||||||||
| 2801 FRANCISCAN DRIVE | BRYAN | TX | 77802 | 742761145 | HEALTH CARE | TX | 501(C)(3) | LINE 3 | SJSC | 1 | |
| MADONNA MANOR | |||||||||||
| 2344 AMSTERDAM RD | VILLA HILLS | KY | 41017 | 610654635 | CONTINUING CARE RETIREMENT COMMUNITY | KY | 501(C)(3) | LINE 9 | FLC | 1 | |
| PROVIDENCE CARE CENTER | |||||||||||
| 2025 HAYES AVE | SANDUSKY | OH | 44870 | 341658625 | LT CARE FACILITY | OH | 501(C)(3) | LINE 9 | FLC | 1 | |
| PROVIDENCE CARE CENTERS | |||||||||||
| 2025 HAYES AVE | SANDUSKY | OH | 44870 | 341500601 | FIN SUPPORT | OH | 501(C)(3) | LINE 7 | FLC | 1 | |
| PROVIDENCE RESIDENTIAL COMM CORP | |||||||||||
| 5055 PROVIDENCE | SANDUSKY | OH | 44870 | 341896807 | INDEPENDENT LIVING | OH | 501(C)(3) | LINE 9 | PCC | 1 | |
| ROSARY CARE CENTER | |||||||||||
| 6832 CONVENT BLVD | SYLVANIA | OH | 43560 | 341931795 | LT CARE FACILITY | OH | 501(C)(3) | LINE 11A, I | FLC | 1 | |
| SISTERS OF ST FRANCIS | |||||||||||
| 6832 CONVENT BLVD | SYLVANIA | OH | 43560 | 344450609 | RELIGIOUS | OH | 501(C)(3) | LINE 1 | 0 | N/A | |
| SOPHIA CENTER | |||||||||||
| 6832 CONVENT BLVD | SYLVANIA | OH | 43560 | 341761656 | OUTPATIENT MENTAL HEALTH | OH | 501(C)(3) | LINE 9 | FSC | 1 | |
| ST CLARE COMMONS | |||||||||||
| 6832 CONVENT BLVD | SYLVANIA | OH | 43560 | 270163752 | LT CARE FACILITY TO BE CONSTRUCTED | OH | 501(C)(3) | LINE 9 | FLC | 1 | |
| ST JOSEPH FOUNDATION | |||||||||||
| 2801 FRANCISCAN DRIVE | BRYAN | TX | 77802 | 742351158 | CHARITABLE FUND RAISING | TX | 501(C)(3) | LINE 11A, I | SJSC | 1 | |
| ST JOSEPH MANOR | |||||||||||
| 2801 FRANCISCAN DRIVE | BRYAN | TX | 77802 | 742847594 | NURSING CARE | TX | 501(C)(3) | LINE 9 | SJSC | 1 | |
| ST JOSEPH PHYSICIAN ASSOCIATES | |||||||||||
| 2801 FRANCISCAN DRIVE | BRYAN | TX | 77802 | 203159302 | PHYS PRACTICE | TX | 501(C)(3) | LINE 3 | SJSC | 1 | |
| ST JOSEPH REGIONAL HEALTH CENTER | |||||||||||
| 2801 FRANCISCAN DRIVE | BRYAN | TX | 77802 | 741282696 | HEALTH CARE | TX | 501(C)(3) | LINE 3 | SJSC | 1 | |
| ST JOSEPH SERVICES CORPORATION | |||||||||||
| 2801 FRANCISCAN DRIVE | BRYAN | TX | 77802 | 742455161 | GOVERNANCE | TX | 501(C)(3) | LINE 11A, I | FSC | 1 | |
| THE COMMONS OF PROVIDENCE | |||||||||||
| 5000 PROVIDENCE DR | SANDUSKY | OH | 44870 | 341826097 | ASSISTED LIVING | OH | 501(C)(3) | LINE 9 | PCC | 1 | |
| TRINITY CARE CENTER | |||||||||||
| 400 E SAYLES | BRENHAM | TX | 77833 | 742663229 | LT CARE FACILITY | TX | 501(C)(3) | LINE 9 | THSC | 1 | |
| TRINITY COMMUNITY MEDICAL CENTER | |||||||||||
| 700 MEDICAL PARKWAY | BRENHAM | TX | 77833 | 742519752 | HOSPITAL | TX | 501(C)(3) | LINE 3 | THSC | 1 | |
| TRINITY HEALTH SERVICES CORP | |||||||||||
| 700 MEDICAL PARKWAY | BRENHAM | TX | 77833 | 742605157 | HOLDING COMP | TX | 501(C)(3) | LINE 11A, I | FSC | 1 | |
| TRINITY HEALTH SERVICES FOUNDATION | |||||||||||
| 700 MEDICAL PARKWAY | BRENHAM | TX | 77833 | 742460815 | CHARITABLE FUND RAISING | TX | 501(C)(3) | LINE 7 | THSC | 1 | |
Form990 Schedule R Part III Form990ScheduleRPartIII
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ST LEONARD CENTER LIMITED PARTNERSHIP | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 88 E BROAD STREET SUITE 1800 | AddressLine1 |
| City | COLUMBUS | City |
| State | OH | State |
| ZIP Code | 43215 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311481761 | EIN |
| Primary Activity | LOW INCOME RENTAL RE | PrimaryActivity |
| Legal Domicile State | OH | LegalDomicileState |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Predominant Income Type | RELATED | PredominantIncomeType |
| Disproportionate Allocations | 0 | DisproportionateAllocations |
| General Or Managing Partner | 1 | GeneralOrManagingPartner |
Form990 Schedule R Part IV Form990ScheduleRPartIV (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Direct Controlling Entity NADirectControllingEntityNA | Type Of EntityTypeOfEntity |
|---|---|---|---|---|---|---|---|---|
| ST LEONARD CENTER I INC | ||||||||
| 8100 CLYO ROAD | CENTERVILLE | OH | 45458 | 311481764 | LOW INCOME RENTAL RE | OH | N/A | C |
| ALLIANCE HEALTH PROVIDERS OF BRAZOS VALLEY | ||||||||
| 2801 FRANCISCAN DRIVE | BRYAN | TX | 77802 | 742466914 | PHYS HOSP ORG | TX | N/A | C |
| TAU ENTERPRISES | ||||||||
| 2801 FRANCISCAN DRIVE | BRYAN | TX | 77802 | 742544009 | OFFICE BLDG RENTAL | TX | N/A | C |
| ST JOSEPH PHYSICIAN ALLIANCE | ||||||||
| 2801 FRANCISCAN DRIVE | BRYAN | TX | 77802 | 742764039 | COORD EMPL INSUR | TX | 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 | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ST LEONARD FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionType |
| Amount Involved | 311697 | AmountInvolved |
| Method Of Amt Determination | ACCRUAL | MethodOfAmtDetermination |