HILTY MEMORIAL HOME: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- HILTY MEMORIAL HOME (EIN 34-1265978)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-10-17
- IRS object ID
- 202202909349302655
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-10-17T16:46:16-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 381357951 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANTE & MORAN PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 S HIGH ST SUITE 100 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43215 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 341265978 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HILTY MEMORIAL HOME | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HILT | BusinessNameControlTxt |
| Phone | 4193843218 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 359 304 HILTY DR | AddressLine1Txt |
| City | PANDORA | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 458770359 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAREN LEE | PersonNm |
| Person Title | COO | PersonTitleTxt |
| Phone | 4193843218 | PhoneNum |
| Signature | 2022-10-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DAREN | PersonFirstNm |
| Person Last | LEE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AMY CIMINELLO | PreparerPersonNm |
| PTIN | P00796388 | PTIN |
| Phone | 6148493000 | PhoneNum |
| Preparation | 2022-10-03 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DAREN LEE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 410 W ELM STREET | AddressLine1Txt |
| City | BLUFFTON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45817 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $5,435,147 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MHCOLIVING.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1992 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | HILTY HOME IN PANDORA OFFERS A FULL CONTINUUM OF CARE IN A LOVING CHRISTIAN ENVIRONMENT. THE TYPES OF CARE INCLUDE: INDEPENDENT LIVING, ASSISTED LIVING, SKILLED NURSING, A DEMENTIA CARE PROGRAM, AND TRANSITION TO HOME REHAB. HILTY HOME ALSO HAS AN ON-SITE CHILD CARE CENTER WHICH PROVIDES A UNIQUE INTERGENERATIONAL PROGRAM. IN OCTOBER OF 2012, HILTY HOME AND OUR CHILD CARE CENTER BECAME AFFILIATE MEMBERS OF MENNONITE HOME COMMUNITIES OF OHIO. THIS RELATIONSHIP ALLOWS US TO CONTINUE OUR TRADITION OF EXCELLENCE AND INNOVATION WHILE MAINTAINING AN ENVIRONMENT THAT FOSTERS SPIRITUAL GROWTH FOR RESIDENTS, RESIDENT FAMILY MEMBERS, CHILDREN, AND EMPLOYEES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 147 | TotalEmployeeCnt |
| Total Volunteers | 31 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $444,796 | PYContributionsGrantsAmt |
| CY Contributions Grants | $963,582 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $4,539,889 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $4,448,238 | CYProgramServiceRevenueAmt |
| PY Investment Income | $39,909 | PYInvestmentIncomeAmt |
| CY Investment Income | -$2,664 | CYInvestmentIncomeAmt |
| PY Other Revenue | $8,717 | PYOtherRevenueAmt |
| CY Other Revenue | $22,001 | CYOtherRevenueAmt |
| PY Total Revenue | $5,033,311 | PYTotalRevenueAmt |
| CY Total Revenue | $5,431,157 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,263,437 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,792,179 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,562,161 | PYOtherExpensesAmt |
| CY Other Expenses | $2,359,205 | CYOtherExpensesAmt |
| PY Total Expenses | $5,825,598 | PYTotalExpensesAmt |
| CY Total Expenses | $6,151,384 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$792,287 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$720,227 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $6,304,522 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,638,790 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $7,463,733 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,518,228 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$1,159,211 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$1,879,438 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | OUR MISSION IS TO PROVIDE EXCELLENT PHYSICAL CARE IN A CHRISTIAN ATMOSPHERE, SUPPORTIVE SPIRITUAL CARE WITH OPPORTUNITIES FOR CHRISTIAN GROWTH, AND COMPASSIONATE CARE WITH A SERVANT ATTITUDE. WE ARE DEDICATED TO BEING A CHRIST-CENTERED COMMUNITY THAT PROMOTES PERSONAL DECISION-MAKING, PURPOSEFUL LIVING FOR EACH OLDER ADULT SERVED. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,766,136 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $3,448,058 | RevenueAmt |
| Desc | SKILLED NURSING FACILITY | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $278,883 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $581,409 | RevenueAmt |
| Desc | ASSISTED LIVING FACILITY | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $47,204 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $74,807 | RevenueAmt |
| Desc | INDEPENDENT LIVING FACILITY | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $289,941 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $343,964 | RevenueAmt |
| Desc | RESIDENT SERVICES | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $289,941 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $343,964 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $5,382,164 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 26 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 147 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAREN LEE | PersonNm |
| Phone | 4193581015 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 410 W ELM ST | AddressLine1Txt |
| City | BLUFFTON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45817 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|
| DAREN LEE | |||||||
| COO | 14.00 | 26.00 | Yes (X) | $0 | $81,910 | $11,886 | |
| ELIZABETH KELLY | |||||||
| BOARD CHAIR | 1.00 | 15.00 | Yes (X) | $0 | $17,594 | $0 | Yes (X) |
| JOHN FISCHBACH | |||||||
| CFO - PART YEAR | 14.00 | 26.00 | Yes (X) | $0 | $10,066 | $1,119 | |
| CLIFF HARMON | |||||||
| BOARD VICE CHAIR | 1.50 | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| BOB STAHL | |||||||
| TREASURER | 1.50 | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| LORRINDA SMITH | |||||||
| SECRETARY | 1.50 | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JOHN WARNER | |||||||
| CEO | 2.00 | 38.00 | Yes (X) | $0 | $0 | $0 | |
| CARL EUBANK | |||||||
| CFO | 6.00 | 34.00 | Yes (X) | $0 | $0 | $0 | |
| ED BASINGER | |||||||
| BOARD MEMBER | 1.50 | 3.00 | $0 | $0 | $0 | Yes (X) | |
| ROSS KAUFFMAN | |||||||
| BOARD MEMBER | 1.50 | 3.00 | $0 | $0 | $0 | Yes (X) | |
| KEVIN NICKEL | |||||||
| BOARD MEMBER | 1.50 | 3.00 | $0 | $0 | $0 | Yes (X) | |
| EMILY KOOGLER | |||||||
| BOARD MEMBER | 1.50 | 3.00 | $0 | $0 | $0 | Yes (X) | |
| MYRNA MCCURDY | |||||||
| MEMBER AT LARGE | 1.50 | 3.00 | $0 | $0 | $0 | Yes (X) | |
| BRICE BRENNEMAN | |||||||
| BOARD MEMBER | 1.50 | 3.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $109,570 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $13,005 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ALL AMERICAN HEALTHCARE SERVICES INC | |||||
| 494 BROAD STREET 4TH FLOOR | NEWARK | NJ | 07102 | AGENCY NURSING | $407,590 |
| SELECT REHABILITATION LLC | |||||
| 2600 COMPASS ROAD | GLENVIEW | IL | 60026 | THERAPY SERVICES | $294,680 |
| DEDICATED NURSING ASSOCIATIONS INC | |||||
| 6536 US-22 | DELMONT | PA | 15626 | AGENCY NURSING | $264,094 |
| GORDON FOOD SERVICE INC | |||||
| 1300 GEZON PARKWAY SW | WYOMING | MI | 49509 | FOOD SERVICE | $233,247 |
| PROLINK HEALTHCARE | |||||
| 4600 MONTGOMERY RD SUITE 300 | CINCINNATI | OH | 45212 | AGENCY NURSING | $124,366 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 8 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $83,290 | RelatedOrganizationsAmt |
| Government Grants | $876,936 | GovernmentGrantsAmt |
| All Other Contributions | $3,356 | AllOtherContributionsAmt |
| Total Contributions | $963,582 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| SKILLED NURSING | 623000 | $3,448,058 | $3,448,058 |
| ASSISTED LIVING | 623000 | $581,409 | $581,409 |
| RESIDENT SERVICES | 623000 | $343,964 | $343,964 |
| INDEPENDENT LIVING | 623000 | $74,807 | $74,807 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $4,448,238 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,326 | TotalRevenueColumnAmt |
| Exclusion | $1,326 | ExclusionAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $3,990 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -$3,990 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$3,990 | TotalRevenueColumnAmt |
| Exclusion | -$3,990 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| BAD DEBT RECOVERY | 900099 | $13,467 | $13,467 |
| BARBER AND BEAUTY | 900099 | $7,068 | $7,068 |
| VENDING REVENUE | 900099 | $25 | $25 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,441 | TotalRevenueColumnAmt |
| Exclusion | $1,441 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $22,001 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,431,157 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,448,238 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $19,337 | ExclusionAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,351,593 | TotalAmt |
| Program Services | $3,247,097 | ProgramServicesAmt |
| Management And General | $104,496 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,848 | TotalAmt |
| Program Services | $8,422 | ProgramServicesAmt |
| Management And General | $426 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $290,605 | TotalAmt |
| Program Services | $277,173 | ProgramServicesAmt |
| Management And General | $13,432 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $141,133 | TotalAmt |
| Program Services | $134,344 | ProgramServicesAmt |
| Management And General | $6,789 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,355 | TotalAmt |
| Management And General | $2,355 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,999 | TotalAmt |
| Management And General | $8,999 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $371,546 | TotalAmt |
| Program Services | $335,884 | ProgramServicesAmt |
| Management And General | $35,662 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,553 | TotalAmt |
| Management And General | $8,553 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $110,388 | TotalAmt |
| Program Services | $55,715 | ProgramServicesAmt |
| Management And General | $54,673 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,690 | TotalAmt |
| Program Services | $2,369 | ProgramServicesAmt |
| Management And General | $30,321 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $147,354 | TotalAmt |
| Program Services | $136,464 | ProgramServicesAmt |
| Management And General | $10,890 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,605 | TotalAmt |
| Program Services | $2,908 | ProgramServicesAmt |
| Management And General | $697 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,015 | TotalAmt |
| Program Services | $833 | ProgramServicesAmt |
| Management And General | $8,182 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $180,573 | TotalAmt |
| Program Services | $176,801 | ProgramServicesAmt |
| Management And General | $3,772 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $300,481 | TotalAmt |
| Program Services | $294,915 | ProgramServicesAmt |
| Management And General | $5,566 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,429 | TotalAmt |
| Program Services | $94,414 | ProgramServicesAmt |
| Management And General | $2,015 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|
| INTERNAL ALLOCATIONS | $456,055 | $456,055 | |
| FRANCHISE TAX | $244,835 | $244,835 | |
| FOOD | $192,967 | $192,967 | |
| MEDICAL SUPPLIES | $167,663 | $122 | $167,541 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,697 | TotalAmt |
| Program Services | $9,482 | ProgramServicesAmt |
| Management And General | $16,215 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,151,384 | TotalAmt |
| Program Services | $5,382,164 | ProgramServicesAmt |
| Management And General | $769,220 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,288 | BOYAmt |
| EOY | $700 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,029,442 | BOYAmt |
| EOY | $481,947 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $419,958 | BOYAmt |
| EOY | $385,318 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,780 | BOYAmt |
| EOY | $12,780 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $114,945 | BOYAmt |
| EOY | $36,463 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $6,215,482 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,610,622 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,778,756 | BOYAmt |
| EOY | $3,604,860 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $488,000 | BOYAmt |
| EOY | $488,000 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $449,353 | BOYAmt |
| EOY | $628,722 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,304,522 | BOYAmt |
| EOY | $5,638,790 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $424,375 | BOYAmt |
| EOY | $493,208 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $134,829 | BOYAmt |
| EOY | $36,169 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,440,193 | BOYAmt |
| EOY | $3,362,723 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $587,990 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,876,346 | BOYAmt |
| EOY | $3,626,128 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,463,733 | BOYAmt |
| EOY | $7,518,228 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$1,159,211 | BOYAmt |
| EOY | -$1,879,438 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$1,159,211 | BOYAmt |
| EOY | -$1,879,438 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,304,522 | BOYAmt |
| EOY | $5,638,790 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$720,227 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | 0 | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,327 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,985 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,797 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $444,796 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $963,582 | CurrentTaxYearAmt |
| Total | $1,440,487 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,963,616 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,592,074 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,284,311 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,539,889 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,448,238 | CurrentTaxYearAmt |
| Total | $25,828,128 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,973,943 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,604,059 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,294,108 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,984,685 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,411,820 | CurrentTaxYearAmt |
| Total | $27,268,615 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $312,463 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $149,821 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $317,597 | CurrentTaxYearMinus2YearsAmt |
| Total | $779,881 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $312,463 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $149,821 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $317,597 | CurrentTaxYearMinus2YearsAmt |
| Total | $779,881 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $26,488,734 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $490 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $878 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,390 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,516 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,326 | CurrentTaxYearAmt |
| Total | $6,600 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $490 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $878 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,390 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,516 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,326 | CurrentTaxYearAmt |
| Total | $6,600 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | -$836 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | -$2,064 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,819 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,717 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $22,001 | CurrentTaxYearAmt |
| Total | $29,637 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,973,597 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,602,873 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,298,317 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,994,918 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,435,147 | CurrentTaxYearAmt |
| Total | $27,304,852 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.97010 | PublicSupportCY509Pct |
| Public Support PY509 | 0.96000 | PublicSupportPY509Pct |
| Investment Income CY | 0.00020 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00020 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $330 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $330 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | HILTY MEMORIAL HOME IS A DUES-PAYING MEMBER OF LEADING AGE. ONE OF THE MANY SERVICES LEADING AGE PROVIDES TO ITS MEMBERSHIP IS LOBBYING LEGISLATIVE BODIES ON MATTERS IMPORTANT TO ITS MEMBER ORGANIZATIONS. DURING 2021, 3% OF THE $2,000 IN LEADING AGE NATIONAL DUES IS RELATED TO LOBBYING. 7.7% OF THE $3,500 IN LEADING AGE OHIO DUES IS RELATED TO LOBBYING. | ExplanationTxt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $100,629 | OtherCostOrOtherBasisAmt |
| Book Value | $100,629 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,532,694 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,776,291 | DepreciationAmt |
| Book Value | $2,756,403 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,005,749 | OtherCostOrOtherBasisAmt |
| Depreciation | $576,916 | DepreciationAmt |
| Book Value | $428,833 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $576,410 | OtherCostOrOtherBasisAmt |
| Depreciation | $257,415 | DepreciationAmt |
| Book Value | $318,995 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $3,604,860 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RESERVES AND ESCROW | Desc |
| Book Value | $628,722 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $628,722 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO AFFILIATE | $3,559,538 |
| RESIDENT SECURITY DEPOSIT | $16,590 |
| REFUNDABLE ADVANCE FEES | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,626,128 | TotalLiabilityAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | IN AUGUST 2021, MENNONITE HOME COMMUNITIES OF OHIO ENTERED INTO A MANAGEMENT AGREEMENT WITH BRETHREN HOME MANAGEMENT SERVICES, LLC ("BRETHREN"). BRETHREN PROVIDES VARIOUS ADMINISTRATIVE, FINANCIAL, STRATEGIC PLANNING, HUMAN RESOURCES, QUALITY OF CARE, LEGAL/COMPLIANCE, AND DEVELOPMENT SERVICES TO MENNONITE MEMORIAL HOME, HILTY MEMORIAL HOME AND MENNONITE HOME COMMUNITIES OF OHIO FUND. THOSE SERVICES INCLUDE, BUT AS NOT LIMITED TO, EMPLOYING THE EXECUTIVE DIRECTOR, CEO, COO AND CFO OF THE FACILITIES, COORDINATING VARIOUS FINANCIAL ACTIVITIES (ANNUAL OPERATING BUDGET, PAYROLL, BANK RELATIONSHIPS, ETC.), DEVELOPING COMMUNITY AND INDUSTRY RELATIONSHIPS, ASSISTING IN REFINEMENT OF EMPLOYEE POLICIES AND PROCEDURES, AS WELL AS BOARD EDUCATION AND STAFF DEVELOPMENT, AND COORDINATING WITH FACILITIES ON RISK MANAGEMENT AND DEVELOPMENT PLANS. THE CEO, CFO, AND COO OF MENNONITE MEMORIAL HOMES ARE EMPLOYED AND COMPENSATED BY BRETHREN. THE MANAGEMENT AGREEMENT BEGAN IN AUGUST 2021 SO THE AMOUNTS REFLECT REPORTABLE COMPENSATION FROM AUGUST 2021 THROUGH DECEMBER 2021. BELOW IS THEIR REPORTABLE COMPENSATION RECEIVED FROM BRETHREN FOR SERVICES PROVIDED TO THE ORGANIZATION AND RELATED ORGANIZATIONS DURING THE YEAR: JOHN WARNER, CEO - $42,093 CARL EUBANK, CFO - $12,110 DAREN LEE, COO/ON-SITE DIRECTOR - $93,796 KARA ALLREAD - SVP & COO - $27,738 |
| FORM 990, PART VI, SECTION A, LINE 6 | THE SOLE MEMBER OF HILTY MEMORIAL HOME IS MENNONITE MEMORIAL HOME. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE HILTY BOARD CONSIDERS NAMES OF POTENTIAL BOARD MEMBERS, INCLUDING ANY SUGGESTIONS MADE BY THE MENNONITE MEMORIAL HOME BOARD. THE NOMINATING COMMITTEE FOR HILTY BOARD CONTACTS THE POTENTIAL BOARD MEMBER AND MAKES AN INVITATION. IF THE NOMINATED PERSON AGREES, THEN THE DECISION GOES TO THE MENNONITE MEMORIAL HOME BOARD FOR THE FINAL APPROVAL. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE MENNONITE MEMORIAL HOME BOARD HAS THE RESERVE POWERS TO MAKE GOVERNANCE DECISIONS FOR HILTY MEMORIAL HOME. WHEN SUCH DECISIONS ARE MADE, THE HILTY BOARD FIRST REVIEWS THE SITUATION AND MAKES A RECOMMENDATION (AFTER AN AFFIRMING VOTE) TO THE MENNONITE MEMORIAL HOME BOARD. THE MENNONITE MEMORIAL HOME BOARD THEN VOTES TO APPROVE OR NOT APPROVE THE RECOMMENDATION. AFTER BOTH BOARDS APPROVE THE RECOMMENDATION, THEN IT CAN BE IMPLEMENTED. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE EXECUTIVE DIRECTOR REVIEWS FORM 990 FOR COMPLETENESS. THE BOARD OF TRUSTEES ARE PROVIDED WITH AN ELECTRONIC COPY OF THE FORM PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION IS CONSCIENTIOUS IN ITS BUSINESS DEALINGS. DILIGENCE IS USED TO ENSURE THAT ALL BUSINESS TRANSACTIONS ARE MANAGED IN A WAY THAT ENSURES THAT ALL TRANSACTIONS ARE CONDUCTED AT AN "ARM'S LENGTH" TO AVOID ANY POTENTIAL CONFLICT OF INTEREST. ALL BOARD OF TRUSTEE MEMBERS AND KEY LEADERSHIP STAFF ARE REQUIRED TO COMPLETE, ANNUALLY, A CONFLICT OF INTEREST DISCLOSURE FORM, AS WELL AS COMPLY WITH THE ORGANIZATION'S BOARD-APPROVED CONFLICT OF INTEREST POLICY. THE CEO, DIRECTOR OF FINANCE, LEADERSHIP TEAM AND BOARD OF TRUSTEES DETERMINE AND REVIEW WHETHER A CONFLICT EXISTS. BOARD MEMBERS ARE NOT ALLOWED TO VOTE ON ANY TRANSACTION WHERE A POTENTIAL CONFLICT EXISTS. |
| FORM 990, PART VI, SECTION B, LINE 15 | EXECUTIVE DIRECTOR IS AN EMPLOYEE OF THE MANAGEMENT COMPANY, BRETHREN MANAGEMENT SERVICES, LLC (BMS). THIS POSITION IS REVIEWED ANNUALLY THROUGH A WRITTEN PERFORMANCE EVALUATION CONDUCTED BY SENIOR VICE PRESIDENT, COO. COMPENSATION IS REVIEWED BASED UPON SALARY STUDY REPORTS FOR SIMILAR POSITIONS AND PERFORMANCE. COMPENSATION IS APPROVED ANNUALLY BY SENIOR VICE PRESIDENT, COO AND THEN BMS BOARD AND THE MENNONITE HOME COMMUNITIES OF OHIO BOARD VIA THE BUDGET PROCESS. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, THE CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 2C: | HILTY MEMORIAL HOME UTILIZES THE EXECUTIVE AND FINANCE COMMITTEES OF THE MENNONITE MEMORIAL HOME BOARD FOR OVERSIGHT OF THE ANNUAL AUDIT OF THE FINANCIAL STATEMENTS AND FOR SELECTION OF THE INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
| FORM 990, PART XII, LINE 3B: | THE REQUIRED SINGLE AUDIT AS SET FORTH IN THE SINGLE AUDIT ACT AND OMB CIRCULAR A-133 HAS NOT BEEN COMPLETED YET FOR THE CALENDAR YEAR-END 12/31/21, BUT PLANS TO BE COMPLETED BY THE EXTENDED DUE DATE AS ESTABLISHED IN THE RELEVANT OMB GUIDANCE. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HILTY HOME REAL ESTATE LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 359 304 HILTY DR | AddressLine1Txt |
| City | PANDORA | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 458773059 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 815265555 | EIN |
| Primary Activities | RENTAL REAL ESTATE | PrimaryActivitiesTxt |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Total Income | $485,466 | TotalIncomeAmt |
| End Of Year Assets | $3,994,998 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HILTY MEMORIAL HOME | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MENNONITE HOME COMMUNITIES OF OHIO FUND INC | |||||||||||
| 410 W ELM STREET | BLUFFTON | OH | 45817 | 341336292 | SUPPORT MENNONITE MEMORIAL | OH | 501(C)(3) | LINE 7 | MENNONITE MEMORIAL HOME | Yes (1) | |
| MENNONITE MEMORIAL HOME INC | |||||||||||
| 410 W ELM STREET | BLUFFTON | OH | 45877 | 344455701 | CONTINUING CARE FOR THE ELDERLY | OH | 501(C)(3) | LINE 10 | 0 | N/A | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |