FOUNDATION FOR CINCINNATI JEWISH SENIORS: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- FOUNDATION FOR CINCINNATI JEWISH SENIORS (EIN 31-1345871)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-14
- IRS object ID
- 201713189349306501
- Schema version
- 2016v3.0
- 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 | 2017-11-14T13:23:14-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311345871 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEWISH HOME OF CINCINNATI INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JEWI | BusinessNameControlTxt |
| Phone | 5137543100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5467 CEDAR VILLAGE DRIVE | AddressLine1Txt |
| City | MASON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45040 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAN FAGIN | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 5137543100 | PhoneNum |
| Signature | 2017-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Bernie Ostrowski | PreparerPersonNm |
| PTIN | P00366367 | PTIN |
| Phone | 6148493000 | PhoneNum |
| Preparation | 2017-11-07 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.59.56.32 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-14 | IPDt |
| IP Tm | 08:16:09 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | F51046F0BD5714FDBFEEE435C204D6AFFC186FF5 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CEDAR VILLAGE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DAN FAGIN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5467 CEDAR VILLAGE DRIVE | AddressLine1Txt |
| City | MASON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45040 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $23,838,876 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CEDARVILLAGE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1997 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | CEDAR VILLAGE PROVIDES RESIDENTS OF THE GREATER CINCINNATI COMMUNITY WITH THE HIGHEST QUALITY HEALTHCARE, SENIOR RESIDENTIAL AND COMMUNITY SERVICES, IN KEEPING WITH JEWISH VALUES. THE MISSION OF CEDAR VILLAGE IS THAT AGING WILL BE AN ENRICHING AND A FULFILLING EXPERIENCE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 26 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 26 | VotingMembersIndependentCnt |
| Total Employee | 591 | TotalEmployeeCnt |
| Total Volunteers | 190 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $24,999,906 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $23,834,624 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$6,127 | PYInvestmentIncomeAmt |
| CY Investment Income | -$83,734 | CYInvestmentIncomeAmt |
| PY Other Revenue | $3,907 | PYOtherRevenueAmt |
| CY Other Revenue | $4,214 | CYOtherRevenueAmt |
| PY Total Revenue | $24,997,686 | PYTotalRevenueAmt |
| CY Total Revenue | $23,755,104 | 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 | $16,831,897 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $16,278,571 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $11,770,869 | PYOtherExpensesAmt |
| CY Other Expenses | $12,327,711 | CYOtherExpensesAmt |
| PY Total Expenses | $28,602,766 | PYTotalExpensesAmt |
| CY Total Expenses | $28,606,282 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$3,605,080 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$4,851,178 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $30,917,009 | TotalAssetsBOYAmt |
| Total Assets EOY | $29,452,948 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $18,701,602 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $19,147,530 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $12,215,407 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $10,305,418 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | CEDAR VILLAGE PROVIDES RESIDENTS OF THE GREATER CINCINNATI COMMUNITY WITH THE HIGHEST QUALITY HEALTHCARE, SENIOR RESIDENTIAL AND COMMUNITY SERVICES, IN KEEPING WITH JEWISH VALUES. THE MISSION OF CEDAR VILLAGE IS THAT AGING WILL BE AN ENRICHING AND A FULFILLING EXPERIENCE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $20,747,912 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $20,844,989 | RevenueAmt |
| Desc | OPERATION OF A 162 BED MEDICARE/MEDICAID LICENSED NURSING FACILITY AND A 172 BED LICENSED RESIDENTIAL FACILITY | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,861,753 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $2,071,309 | RevenueAmt |
| Desc | OPERATION OF CEDAR VILLAGE HOME CARE, A NON-MEDICAL PRIVATE DUTY AIDE SERVICE | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $363,890 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $542,509 | RevenueAmt |
| Desc | OPERATION OF HOSPICE | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $451,059 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $375,808 | RevenueAmt |
| Desc | OPERATION OF CERTIFIED HOME HEALTH | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $451,059 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $375,808 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $23,424,614 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | 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 |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | 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 | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 55 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 591 | 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 26 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 26 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | 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 | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | 0 | WrittenPolicyOrProcedureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VALERIE HOADLEY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5137543100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5467 CEDAR VILLAGE DRIVE | AddressLine1Txt |
| City | MASON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45040 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (33 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| BARB REED | ||||||||
| CHAIR | 5.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| BOBBY FISHER | ||||||||
| VICE CHAIR/BOARD MEMBER | 1.50 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| BOB ROSEN | ||||||||
| TREASURER/IMMEDIATE PAST CHAIR | 3.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JIM ELLIS | ||||||||
| ASST TREASURER/SECRETARY | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MERRIE STILLPASS | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL KADETZ | ||||||||
| ASST TREASURER | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| RACHEL SCHILD | ||||||||
| ASST SECRETARY | 1.50 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ALTER PEERLESS MD | ||||||||
| BOARD MEMBER (END MAY 2016) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| BOB APPLEBAUM | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ANDREW SHOTT | ||||||||
| BOARD MEMBER | 3.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JAY PRICE | ||||||||
| BOARD MEMBER | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JOSH SHAPIRO | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KEN COHEN | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK MOSKOWITZ | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL KRINER | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| PATTI HELDMAN | ||||||||
| SECRETARY | 1.50 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| PAULA JARNICKI | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD GOLDFARB MD | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| STEVE GUTTER | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| GARY BLACHMAN | ||||||||
| BOARD MEMBER/VICE CHAIR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| STEVEN PERLMAN MD | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| BETSY RABKIN MD | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ORLY RUMBERG | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CAROL LESHNER | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DIANA STEWART | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MIKE KATCHMAN | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| OSCAR JARNICKI | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JAN WOOLES | ||||||||
| CFO | 40.00 | 10.00 | Yes (X) | $184,018 | $0 | $11,275 | ||
| DAN FAGIN | ||||||||
| CEO | 40.00 | 10.00 | Yes (X) | $264,712 | $0 | $10,069 | ||
| LINTON SHARPNACK | ||||||||
| COO (UNTIL 2/15) | 40.00 | 0.00 | Yes (X) | $81,346 | $0 | $1,897 | ||
| EVA SPIEGEL | ||||||||
| DIRECTOR OF NURSING | 40.00 | 0.00 | $113,602 | $0 | $0 | Yes (X) | ||
| LIZ VOGEL | ||||||||
| DIRECTOR OF MARKETING | 40.00 | 0.00 | $106,433 | $0 | $0 | Yes (X) | ||
| MIKE MOBLEY | ||||||||
| COO (AFTER 2/15) | 40.00 | 0.00 | $141,477 | $0 | $5,749 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $891,588 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $28,990 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | 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 |
|---|---|---|---|---|---|
| UNIDINE | |||||
| 1000 WASHINGTON STREET | BOSTON | MA | 02118 | DINING SERVICES | $2,974,912 |
| OMNICARE | |||||
| PO BOX 78000 | DETROIT | MI | 48278 | PHARMACY | $606,037 |
| ENERVISE | |||||
| 10 KNOWLCREST DR | CINCINNATI | OH | 45237 | ENGINEERING SERVICES | $481,735 |
| RAY ST CLAIR ROOFING | |||||
| 3810 PORT UNION RD | FAIRFIELD | OH | 45014 | CONSTRUCTION | $288,327 |
| MCKESSON | |||||
| PO BOX 630693 | CINCINNATI | OH | 45263 | MEDICAL SUPPLIES | $273,080 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 11 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| RESIDENT REVENUE | 623000 | $23,658,600 | $23,658,600 |
| JOINT VENTURE REVENUE | 623000 | $123,292 | $123,292 |
| BARBER & BEAUTY SHOP | 623000 | $52,732 | $52,732 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $23,834,624 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $38 | TotalRevenueColumnAmt |
| Exclusion | $38 | ExclusionAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $83,772 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -$83,772 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$83,772 | TotalRevenueColumnAmt |
| Exclusion | -$83,772 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STORE REVENUE | Desc |
| Business | 446199 | BusinessCd |
| Total Revenue Column | $4,214 | TotalRevenueColumnAmt |
| Exclusion | $4,214 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $4,214 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $23,755,104 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $23,834,624 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$79,520 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $756,403 | TotalAmt |
| Program Services | $113,681 | ProgramServicesAmt |
| Management And General | $642,722 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,248,781 | TotalAmt |
| Program Services | $10,270,066 | ProgramServicesAmt |
| Management And General | $1,978,715 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $235,268 | TotalAmt |
| Program Services | $188,214 | ProgramServicesAmt |
| Management And General | $47,054 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,222,585 | TotalAmt |
| Program Services | $1,778,068 | ProgramServicesAmt |
| Management And General | $444,517 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $815,534 | TotalAmt |
| Program Services | $652,427 | ProgramServicesAmt |
| Management And General | $163,107 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,668 | TotalAmt |
| Management And General | $60,668 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,117 | TotalAmt |
| Management And General | $57,117 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $103,735 | TotalAmt |
| Management And General | $103,735 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,689,648 | TotalAmt |
| Program Services | $817,588 | ProgramServicesAmt |
| Management And General | $872,060 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $139,307 | TotalAmt |
| Program Services | $124,288 | ProgramServicesAmt |
| Management And General | $15,019 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,917,518 | TotalAmt |
| Program Services | $1,721,216 | ProgramServicesAmt |
| Management And General | $196,302 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $258,459 | TotalAmt |
| Program Services | $196,429 | ProgramServicesAmt |
| Management And General | $62,030 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,047,194 | TotalAmt |
| Program Services | $900,587 | ProgramServicesAmt |
| Management And General | $146,607 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,619 | TotalAmt |
| Program Services | $25,597 | ProgramServicesAmt |
| Management And General | $40,022 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,628 | TotalAmt |
| Management And General | $15,628 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $301,084 | TotalAmt |
| Program Services | $258,932 | ProgramServicesAmt |
| Management And General | $42,152 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,893,992 | TotalAmt |
| Program Services | $1,628,833 | ProgramServicesAmt |
| Management And General | $265,159 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $161,476 | TotalAmt |
| Program Services | $145,328 | ProgramServicesAmt |
| Management And General | $16,148 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Dietary Contract | $3,104,527 | $3,091,621 | $12,906 |
| BAD DEBTS | $785,645 | $785,645 | |
| FRANCHISE TAXES | $726,094 | $726,094 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,606,282 | TotalAmt |
| Program Services | $23,424,614 | ProgramServicesAmt |
| Management And General | $5,181,668 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,400 | BOYAmt |
| EOY | $1,400 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,210,549 | BOYAmt |
| EOY | $1,143,869 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,228,916 | BOYAmt |
| EOY | $2,698,544 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,036 | BOYAmt |
| EOY | $103,448 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $289,458 | BOYAmt |
| EOY | $174,610 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $46,773,257 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $21,519,018 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,906,435 | BOYAmt |
| EOY | $25,254,239 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $180,215 | BOYAmt |
| EOY | $76,838 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,917,009 | BOYAmt |
| EOY | $29,452,948 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,876,923 | BOYAmt |
| EOY | $4,480,010 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,325,000 | BOYAmt |
| EOY | $12,325,000 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,019,728 | BOYAmt |
| EOY | $2,006,980 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $479,951 | BOYAmt |
| EOY | $335,540 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,701,602 | BOYAmt |
| EOY | $19,147,530 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,215,407 | BOYAmt |
| EOY | $10,305,418 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,215,407 | BOYAmt |
| EOY | $10,305,418 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,917,009 | BOYAmt |
| EOY | $29,452,948 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$4,851,178 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $2,941,189 | 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 | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $21,460,400 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $23,438,841 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $24,235,086 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $24,998,518 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $23,834,615 | CurrentTaxYearAmt |
| Total | $117,967,460 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $21,460,400 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $23,438,841 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $24,235,086 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $24,998,518 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $23,834,615 | CurrentTaxYearAmt |
| Total | $117,967,460 | 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) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $117,967,460 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $651 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $296,405 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $522 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | -$112 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $38 | CurrentTaxYearAmt |
| Total | $297,504 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $651 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $296,405 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $522 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | -$112 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $38 | CurrentTaxYearAmt |
| Total | $297,504 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,691 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $19,067 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,120 | CurrentTaxYearMinus2YearsAmt |
| Total | $23,878 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $69,655 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | -$396,061 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $483,213 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,907 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,214 | CurrentTaxYearAmt |
| Total | $164,928 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $21,533,397 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $23,358,252 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $24,720,941 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $25,002,313 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $23,838,867 | CurrentTaxYearAmt |
| Total | $118,453,770 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99590 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99410 | PublicSupportPY509Pct |
| Investment Income CY | 0.00250 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00380 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $1,812 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $1,812 | 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 | $19,914 OF DUES WERE PAID IN 2016 TO LEADING AGE OHIO, $1,812 OF WHICH ARE RELATED TO LOBBYING ACTIVITIES. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,311,697 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $212,355 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $230,033 | OtherExpendituresAmt |
| Administrative Expenses | $16,965 | AdministrativeExpensesAmt |
| End Year Balance | $6,277,054 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,755,934 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$135,124 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $301,684 | OtherExpendituresAmt |
| Administrative Expenses | $7,429 | AdministrativeExpensesAmt |
| End Year Balance | $6,311,697 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,845,046 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $176,785 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $259,360 | OtherExpendituresAmt |
| Administrative Expenses | $6,537 | AdministrativeExpensesAmt |
| End Year Balance | $6,755,934 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,651,992 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $487,160 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $280,048 | OtherExpendituresAmt |
| Administrative Expenses | $14,058 | AdministrativeExpensesAmt |
| End Year Balance | $6,845,046 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,519,200 | BeginningYearBalanceAmt |
| Contributions | $252,270 | ContributionsAmt |
| Investment Earnings Or Losses | $649,541 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $761,521 | OtherExpendituresAmt |
| Administrative Expenses | $7,498 | AdministrativeExpensesAmt |
| End Year Balance | $6,651,992 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.84700 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.15300 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $490,667 | OtherCostOrOtherBasisAmt |
| Book Value | $490,667 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $39,131,055 | OtherCostOrOtherBasisAmt |
| Depreciation | $17,310,934 | DepreciationAmt |
| Book Value | $21,820,121 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $31,216 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,895 | DepreciationAmt |
| Book Value | $23,321 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,590,485 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,494,255 | DepreciationAmt |
| Book Value | $2,096,230 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,529,834 | OtherCostOrOtherBasisAmt |
| Depreciation | $705,934 | DepreciationAmt |
| Book Value | $823,900 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $25,254,239 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTEREST RATE SWAP | Desc |
| Amt | $335,540 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $335,540 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part V, Line 4: | FormAndLineReferenceDesc |
| Explanation | ENDOWMENTS WERE TRANSFERRED TO CEDAR VILLAGE FOUNDATION DURING 2011. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JAN WOOLES | ||||||||||||||
| CFO | $183,768 | $0 | $0 | $0 | $250 | $0 | $0 | $0 | $11,275 | $0 | $195,293 | $0 | $0 | $0 |
| DAN FAGIN | ||||||||||||||
| CEO | $261,700 | $0 | $0 | $0 | $3,012 | $0 | $0 | $0 | $10,069 | $0 | $274,781 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 1a | DAN FAGIN, CEO RECEIVES $46.15 A PAY PERIOD FOR DUES AT THE JCC. THIS IS TREATED AS TAXABLE COMPENSATION. |
| Part I, Line 7 | THE CEO'S BONUS IS DETERMINED BASED UPON HAVING MET GOALS WHICH ARE ESTABLISHED AT THE BEGINNING OF THE YEAR. THE AMOUNT OF THE BONUS IS DETERMINED ONCE THE GOALS ARE ACHIEVED AND FINANCIAL RESULTS ARE FINALIZED. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITY OF MASON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 316001070 | BondIssuerEIN |
| Bond Issued | 2010-07-23 | BondIssuedDt |
| Issue Price | $12,325,000 | IssuePriceAmt |
| Purpose | ECONOMIC DEVELOPMENT REVENUE AND REFUNDING REVENUE BONDS | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | $12,325,000 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $240,000 | IssuanceCostsFromProceedsAmt |
| Current Refunding | Yes (1) | CurrentRefundingInd |
| Advance Refunding | 0 | AdvanceRefundingInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.00000 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.00000 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | 0 | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | Yes (1) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | 0 | ProceduresCorrectiveActionInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, line 11b | THE CONTROLLER REVIEWS THE FORM 990 AND DISTRIBUTES AN ELECTRONIC COPY OF THE FORM TO ALL BOARD MEMBERS VIA E-MAIL PRIOR TO FILING. |
| Form 990, Part VI, Section B, line 12c | THE CONFLICT OF INTEREST POLICY COVERS ALL MEMBERS OF THE GOVERNING BODY. BOARD MEMBERS ARE REQUIRED TO SIGN CONFLICT OF INTEREST STATEMENTS ANNUALLY. NEW BOARD MEMBERS COMPLETE A CONFLICT OF INTEREST STATEMENT WHEN THEY FIRST JOIN. BOARD MEMBERS ARE FULLY AWARE TO DISCLOSE CONFLICTS WHEN THEY INITIALLY ARISE. THE CEO ROUTINELY REVIEWS RELATIONSHIPS FOR CONFLICTS OF INTEREST AND RESEARCHES AND ADDRESSES ANY POTENTIAL CONFLICTS. POTENTIAL CONFLICTS MUST BE DISCLOSED TO THE CEO. PROTECTIVE STEPS TAKEN IN THE CASE OF A CONFLICT OF INTEREST INCLUDE REQUIRING THE INDIVIDUAL TO REFRAIN FROM BEING INVOLVED IN ANY RELATED DECISIONS MADE BY CEDAR VILLAGE OR TO ELIMINATE THE CONFLICT OF INTEREST BY DISPOSING OF THEIR INTEREST IN THE OTHER PARTY. |
| Form 990, Part VI, Section B, line 15 | CEO COMPENSATION IS SET BY THE COMPENSATION COMMITTEE OF THE BOARD USING THE AJAS AND OTHER SALARY SURVEYS. THE PROCESS IS COMPLETED AND DOCUMENTED ANNUALLY IN THE COMPENSATION COMMITTEE MEETING MINUTES. OTHER KEY EMPLOYEES' SALARIES ARE SET BY THE CEO, WHO WAS DELEGATED THIS AUTHORITY BY THE BOARD AND WHO IS INDEPENDENT RELATED TO THESE COMPENSATION ARRANGEMENTS. LEADING AGE SALARY SURVEYS AND OTHERS ARE USED BY THE HUMAN RESOURCES DEPARTMENT IN ORDER TO DETERMINE INDUSTRY COMPENSATION. THE LAST CEO COMPENSATION PROCESS WAS COMPLETED IN 2015, WITH THE ASSISTANCE OF A RECRUITING FIRM, WHEN THE CEO WAS HIRED. |
| Form 990, Part VI, Section C, line 19 | THE GOVERNING DOCUMENTS, THE CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| Form 990, Part XI, line 9: | CHANGE IN MARKET VALUE OF SWAP AGREEMENT 144,411. TRANSFERS TO/FROM CEDAR VILLAGE FOUNDATION 2,796,778. |
| FORM 990, PART XII, LINE 2C: | AS IN PRIOR YEARS, THE FINANCE COMMITTEE PERFORMED THE FUNCTIONS OF AN AUDIT COMMITTEE. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CEDAR VILLAGE FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5467 CEDAR VILLAGE DR | AddressLine1Txt |
| City | MASON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45040 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 272598846 | EIN |
| Primary Activities | RELATED PARTY SUPPORT THROUGH INVESTMENT MANAGEMENT AND FUNDRAISING | PrimaryActivitiesTxt |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(3) | ExemptCodeSectionTxt |
| Public Charity Status | Line 12a, I | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEWISH HOME OF CINCINNATI INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (1) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | 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 | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| CEDAR VILLAGE FOUNDATION | ||
| S | $2,796,787 | FMV |
| CEDAR VILLAGE FOUNDATION | ||
| Q | $247,166 | PAYROLL ALLOCATION |
| CEDAR VILLAGE FOUNDATION | ||
| L | $67,463 | PAYROLL ALLOCATION |
| CEDAR VILLAGE FOUNDATION | ||
| A | $3,600 | RENTAL CONTRACT |
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