OHIO LIVING FOUNDATION: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- OHIO LIVING FOUNDATION (EIN 31-1166164)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-05-14
- IRS object ID
- 201541349349307424
- Schema version
- 2013v4.0
- 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 | 2015-05-14T16:00:03-05:00 | ReturnTs |
| Tax Period End | 2014-06-30 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 65 E STATE STREET SUITE 600 | AddressLine1 |
| City | COLUMBUS | City |
| State | OH | State |
| ZIP Code | 43215 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311166164 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OHIO PRESBYTERIAN RETIREMENT SERVICES FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OHIO | BusinessNameControlTxt |
| Phone | 6148887800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 KINGSMILL PARKWAY | AddressLine1 |
| City | COLUMBUS | City |
| State | OH | State |
| ZIP Code | 43229 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT B STILLMAN | PersonNm |
| Person Title | CFO/TREASURER | PersonTitleTxt |
| Phone | 6148887800 | PhoneNum |
| Signature | 2015-05-14 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LAURENCE C GUMINA | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 KINGSMILL PARKWAY | AddressLine1 |
| City | COLUMBUS | City |
| State | OH | State |
| ZIP Code | 43229 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $14,068,454 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.OPRSFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1986 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | OPRS FOUNDATION'S MISSION IS TO PARTNER WITH DONORS TO PROVIDE CHARITABLE SUPPORT FOR THE PEOPLE, PROJECTS AND PROGRAMS OF OPRS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 24 | TotalEmployeeCnt |
| Total Volunteers | 19 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,510,555 | PYContributionsGrantsAmt |
| CY Contributions Grants | $7,398,170 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,879,766 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,503,416 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $8,390,321 | PYTotalRevenueAmt |
| CY Total Revenue | $10,901,586 | 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 | $1,717,268 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,934,148 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,286,752 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,473,844 | PYOtherExpensesAmt |
| CY Other Expenses | $1,634,178 | CYOtherExpensesAmt |
| PY Total Expenses | $3,191,112 | PYTotalExpensesAmt |
| CY Total Expenses | $3,568,326 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $5,199,209 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $7,333,260 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $67,719,139 | TotalAssetsBOYAmt |
| Total Assets EOY | $74,317,192 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,214,630 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,177,691 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $63,504,509 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $70,139,501 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SUPPORT THE OLDER ADULT SERVICES PROVIDED BY OPRS COMMUNITIES AND SENIOR INDEPENDENCE BY NURTURING A PHILANTHROPIC ENVIRONMENT THAT FOSTERS GENEROSITY, VOLUNTEER INVOLVEMENT, DONOR RELATIONS AND STEWARDSHIP. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $0 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | SEE SCHEDULE ODIGNITY AND SECURITY FOR OLDER ADULTS, THE OPRS FOUNDATION FULFILLS THE FUNDRAISING AND INVESTMENT RESPONSIBILITIES OF OPRS COMMUNITIES AND SENIOR INDEPENDENCE.THE FOUNDATION CURRENTLY SERVES:BRECKENRIDGE VILLAGECAPE MAY RETIREMENT VILLAGEDOROTHY LOVE RETIREMENT COMMUNITYLAKE VISTA OF CORTLANDLLANFAIR RETIREMENT COMMUNITYMOUNT PLEASANT RETIREMENT VILLAGEPARK VISTA RETIREMENT COMMUNITYROCKYNOL RETIREMENT COMMUNITYSWAN CREEK RETIREMENT VILLAGEWESTMINSTER-THURBER COMMUNITYTHE VINEYARD ON CATAWBASENIOR INDEPENDENCE (7 REGIONAL SITES)LIFE CARETHE LIFE CARE COMMITMENT HELPS ASSURE OPRSC RESIDENTS THAT THEY WILL ALWAYS HAVE A HOME IN OUR COMMUNITIES EVEN IF - IN GOOD FAITH - THEY RUN OUT OF THE FUNDS MEANT TO SEE THEM THROUGH. OPRSC HAS LIVED UP TO THIS COMMITMENT SINCE ITS FOUNDING IN 1922.PROGRAM SUPPORTDONORS MAY CONTRIBUTE TO SPECIFIC PROGRAMS OF SPECIAL INTEREST THAT ARE CARRIED OUT BY OPRS OR ANY OF ITS RELATED ORGANIZATIONS. SOME OF THE LARGEST SPECIAL PROGRAMS ARE:SENIOR INDEPENDENCETHE CENTRAL GOAL OF SENIOR INDEPENDENCE IS TO HELP OLDER ADULTS REMAIN INDEPENDENT. TO ACCOMPLISH THIS, SENIOR INDEPENDENCE HAS A FULL RANGE OF HOME AND COMMUNITY-BASED SERVICES OFFERED TO OLDER ADULTS IN OUR RESIDENT POPULATION, AS WELL AS THOSE IN THE GREATER COMMUNITY, WHO NEED SOME HELP IN ORDER TO LIVE INDEPENDENTLY. GIFT SUPPORT PROVIDES ASSISTANCE FOR A VARIETY OF SERVICES, INCLUDING ADULT DAY CARE, HOME HEALTH CARE, TRANSPORTATION, PERSONAL CARE AND HOSPICE. GIFTS ALSO CAN BE DESIGNATED FOR CAPITAL IMPROVEMENTS FOR THE PURCHASE OF NEW EQUIPMENT AND RENOVATION OF FACILITIES, AND GIFTS TO ENDOWMENT MAY BE DESIGNATED HELP TO PROVIDE ANNUAL INCOME FOR HOME AND COMMUNITY-BASED SERVICES THROUGHOUT THE STATE. SPIRITUAL LIFE PROGRAMANOTHER IMPORTANT PART OF THE OPRSC MISSION IS TO ENHANCE THE SPIRITUAL LIVES OF ITS RESIDENTS. NINE OF OUR ELEVEN CAMPUSES HAVE ON-SITE CHAPLAINS ON STAFF, AND MOST COMMUNITIES HAVE THEIR OWN CHAPELS. CHARITABLE SUPPORT HELPS SPIRITUAL LIFE PROGRAMS SERVE MORE RESIDENTS AND THEIR FAMILIES, DEVELOP ADDITIONAL TRAINING FOR STAFF, AND CREATE SPECIAL PROGRAMS THAT CARRY OUT A VARIETY OF SPECIALIZED MINISTRIES.CAPITAL SUPPORTCAPITAL PROJECTS FOR CAMPUS AND COMMUNITY-BASED SERVICES INCLUDE ONGOING RENOVATIONS OF CURRENT FACILITIES, AND THE DEVELOPMENT OF WELLNESS CENTERS AND SPECIAL CARE UNITS, AMONG MANY OTHER ACTIVITIES. THE FOUNDATION HELPS MEET SOME OF OPRSC'S LARGER CAPITAL NEEDS THROUGH CAMPAIGNS THAT SUPPORT SPECIFIC OPRSC PROJECTS.ENDOWMENT SUPPORTMANY DONORS WANT TO ENSURE THAT THE PROGRAMS THEY SUPPORT NOW WILL BE AVAILABLE FOR OLDER ADULTS IN THE YEARS TO COME. ENDOWMENT FUNDS ARE PERMANENTLY INVESTED TO PROVIDE INCOME FOR THE LONG-TERM BENEFIT OF OPRSC. DONORS MAY DIRECT THEIR GIFTS TO A SPECIFIC FUND AT A CAMPUS OR SI LOCATION. ONLY THE INCOME FROM AN ENDOWMENT FUND CAN BE USED, LEAVING THE PRINCIPAL THAT IS INVESTED PERMANENTLY TO SUPPORT THE DONOR'S SELECTED PURPOSE. COMMUNICATIONSTHE FOUNDATION HAS A PLANNING COMMUNICATIONS COMMITTEE THAT ALONG WITH STAFF DEVELOP AN ANNUAL COMMUNICATIONS PLAN IN SUPPORT OF ALL FUNDRAISING FOR OPRS COMMUNITIES, SENIOR INDEPENDENCE AND THE FOUNDATION ITSELF.VISIONTHE FOUNDATION'S THREE YEAR VISION FOR THE FUTURE INCLUDES SEVERAL MAJOR COMPONENTS INCLUDING ENHANCING COMMUNICATIONS, FUTURE LOCAL CAMPAIGNS, GROWING THE HOSPICE FUNDRAISING PROGRAM, REFOCUSING THE SENIOR INDEPENDENCE FUNDRAISING PROGRAM, EXPLORING A STATEWIDE LEVEL APPROACH TO FUNDRAISING, OBTAINING THIRD-PARTY ACCREDITATIONS, DEVELOPING A STRUCTURED PROSPECT RESEARCH PROGRAM, INCREASING THE EFFECTIVENESS OF THE OVERALL INVESTMENT PROGRAM, AND POSITIONING THE FOUNDATION TO PARTNER WITH OPRS AS IT GROWS ITS NUMBER OF COMMUNITIES AND SENIOR INDEPENDENCE RELATIONSHIPS.THE FOUNDATION HAS CONTINUED TO UPGRADE ITS ABILITY TO ACCEPT CREDIT CARDS AND PROCESS ON-LINE GIVING, AND OFFER THE MOST USER-FRIENDLY OPPORTUNITIES FOR DONORS TO MAKE GIFTS FOR THEIR INTENDED PURPOSE THROUGH THE FOUNDATION. | Desc |
| 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 |
| 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 | Yes (1) | 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 | 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 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 | 195 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 24 | 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 20 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 19 | 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 | 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 | 0 | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT B STILLMAN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6148887800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 KINGSMILL PARKWAY | AddressLine1 |
| City | COLUMBUS | City |
| State | OH | State |
| ZIP Code | 43229 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (26 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 | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| BRUCE BOYD | ||||||||||
| DIRECTOR/ASSISTANT TREASURER | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| JOHN L GRAY | ||||||||||
| DIRECTOR/VICE CHAIR | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| LAURENCE C GUMINA | ||||||||||
| PRESIDENT/CEO | 5.00 | 35.00 | Yes (X) | Yes (X) | $0 | $448,961 | $21,415 | |||
| RICHARD HART | ||||||||||
| DIRECTOR/ASSISTANT SECRETARY | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| DONALD HOFFMAN | ||||||||||
| DIRECTOR/CHAIR | 2.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| SANDRA ADAM | ||||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| KEITH BOONE | ||||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| KATHRYN ELOFF | ||||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID HAWLEY | ||||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| LOUISE F PENCE | ||||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| STAN SEAGLE | ||||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| MICHELLE TOGNETTI | ||||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| RICHARD MACK | ||||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| MARTHA MILLIGAN | ||||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| ANDREW SINGER | ||||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| RICHARD UHLE JR | ||||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID WOODBURN | ||||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| J BRANN YOUNG | ||||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| MIKE KOWALEC | ||||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID MORGAN | ||||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| THOMAS HOFMANN | ||||||||||
| FOUNDATION PRESIDENT | 40.00 | 0.00 | Yes (X) | $294,785 | $0 | $31,811 | ||||
| ROBERT STILLMAN | ||||||||||
| TREASURER/CFO | 5.00 | 35.00 | Yes (X) | $0 | $171,656 | $14,873 | ||||
| JOYCE MILLER-EVANS | ||||||||||
| VICE PRESIDENT - INFORMATION SYSTEMS | 5.00 | 35.00 | $0 | $219,611 | $28,134 | Yes (X) | ||||
| DANA ULLOM-VUCELICH | ||||||||||
| VICE PRESIDENT - HUMAN RESOURCES | 5.00 | 35.00 | $0 | $235,252 | $32,321 | Yes (X) | ||||
| SUE WELTY | ||||||||||
| VICE PRESIDENT - GIFT PLANNING | 40.00 | 0.00 | $131,924 | $0 | $22,752 | Yes (X) | ||||
| KENNETH KEMPER | ||||||||||
| FORMER OFFICER | 0.00 | 40.00 | $0 | $312,662 | $33,351 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $426,709 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,388,142 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $184,657 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $294,836 | GovernmentGrantsAmt |
| All Other Contributions | $7,103,334 | AllOtherContributionsAmt |
| Noncash Contributions | $9,850 | NoncashContributionsAmt |
| Total Contributions | $7,398,170 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,391,410 | TotalRevenueColumnAmt |
| Exclusion | $1,391,410 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,120,215 | SecuritiesAmt |
| Other | $158,659 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,889,022 | SecuritiesAmt |
| Other | $277,846 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,231,193 | SecuritiesAmt |
| Other | -$119,187 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,112,006 | TotalRevenueColumnAmt |
| Exclusion | $2,112,006 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,901,586 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,503,416 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $473,125 | TotalAmt |
| Management And General | $149,671 | ManagementAndGeneralAmt |
| Fundraising | $323,454 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,038,663 | TotalAmt |
| Management And General | $328,576 | ManagementAndGeneralAmt |
| Fundraising | $710,087 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $118,279 | TotalAmt |
| Management And General | $50,235 | ManagementAndGeneralAmt |
| Fundraising | $68,044 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $210,151 | TotalAmt |
| Management And General | $89,255 | ManagementAndGeneralAmt |
| Fundraising | $120,896 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,930 | TotalAmt |
| Management And General | $31,236 | ManagementAndGeneralAmt |
| Fundraising | $62,694 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,096 | TotalAmt |
| Management And General | $16,096 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,388 | TotalAmt |
| Management And General | $25,388 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $161,904 | TotalAmt |
| Management And General | $86,322 | ManagementAndGeneralAmt |
| Fundraising | $75,582 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,741 | TotalAmt |
| Management And General | $210 | ManagementAndGeneralAmt |
| Fundraising | $28,531 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $297,603 | TotalAmt |
| Management And General | $91,699 | ManagementAndGeneralAmt |
| Fundraising | $205,904 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,391 | TotalAmt |
| Management And General | $19,391 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $210,690 | TotalAmt |
| Management And General | $210,690 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,334 | TotalAmt |
| Management And General | $18,759 | ManagementAndGeneralAmt |
| Fundraising | $71,575 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,416 | TotalAmt |
| Management And General | $34,916 | ManagementAndGeneralAmt |
| Fundraising | $9,500 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,130 | TotalAmt |
| Management And General | $34,130 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| ANNUITY FUND DISTRIBUTI | $552,856 | $552,856 | |
| BAD DEBT | $95,000 | $95,000 | |
| ANNUAL GIVING | $48,039 | $48,039 | |
| DONOR EVENTS | $7,590 | $7,590 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,000 | TotalAmt |
| Fundraising | $2,000 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,568,326 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $1,281,574 | ManagementAndGeneralAmt |
| Fundraising | $2,286,752 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $138,707 | BOYAmt |
| EOY | $104,309 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,300,588 | BOYAmt |
| EOY | $1,686,161 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,282,676 | BOYAmt |
| EOY | $2,533,579 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,201,239 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $829,824 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $493,188 | BOYAmt |
| EOY | $371,415 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,287,374 | BOYAmt |
| EOY | $68,673,219 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,216,606 | BOYAmt |
| EOY | $948,509 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,719,139 | BOYAmt |
| EOY | $74,317,192 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $185,074 | BOYAmt |
| EOY | $372,183 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,966 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,018,590 | BOYAmt |
| EOY | $3,805,508 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,214,630 | BOYAmt |
| EOY | $4,177,691 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,398,235 | BOYAmt |
| EOY | $18,789,190 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,564,844 | BOYAmt |
| EOY | $2,594,822 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,541,430 | BOYAmt |
| EOY | $48,755,489 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,504,509 | BOYAmt |
| EOY | $70,139,501 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,719,139 | BOYAmt |
| EOY | $74,317,192 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $7,333,260 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $5,417,210 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$6,115,478 | OtherChangesInNetAssetsAmt |
| 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) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type2 | Yes (X) | SupportingOrgType2Ind |
| Certification | Yes (X) | CertificationInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Supported Org Information SupportedOrgInformationGrp (2 entries)
| EINEIN | Organization TypeOrganizationTypeDesc | Governing Document ListedGoverningDocumentListedInd | Supported Org NotifiedSupportedOrgNotifiedInd | US OrganizedUSOrganizedInd | SupportSupportAmt |
|---|---|---|---|---|---|
| OPRS COMMUNITIES | |||||
| 344429863 | 9 | Yes (1) | Yes (1) | Yes (1) | $2,253,328 |
| SENIOR INDEPENDENCE | |||||
| 272564811 | 9 | Yes (1) | Yes (1) | Yes (1) | $636,697 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 2 | SupportedOrganizationsTotalCnt |
| Support Sum | $2,890,025 | SupportSumAmt |
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 D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $35,700,467 | BeginningYearBalanceAmt |
| Contributions | $4,523,778 | ContributionsAmt |
| Investment Earnings Or Losses | $5,629,789 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,199,907 | OtherExpendituresAmt |
| Administrative Expenses | $46,888 | AdministrativeExpensesAmt |
| End Year Balance | $43,607,239 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $32,248,688 | BeginningYearBalanceAmt |
| Contributions | $1,472,494 | ContributionsAmt |
| Investment Earnings Or Losses | $3,879,199 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,863,680 | OtherExpendituresAmt |
| Administrative Expenses | $36,234 | AdministrativeExpensesAmt |
| End Year Balance | $35,700,467 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $33,965,906 | BeginningYearBalanceAmt |
| Contributions | $1,373,962 | ContributionsAmt |
| Investment Earnings Or Losses | -$622,229 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,409,697 | OtherExpendituresAmt |
| Administrative Expenses | $59,254 | AdministrativeExpensesAmt |
| End Year Balance | $32,248,688 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $28,125,217 | BeginningYearBalanceAmt |
| Contributions | $861,040 | ContributionsAmt |
| Investment Earnings Or Losses | $6,043,143 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $976,982 | OtherExpendituresAmt |
| Administrative Expenses | $86,512 | AdministrativeExpensesAmt |
| End Year Balance | $33,965,906 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $24,764,657 | BeginningYearBalanceAmt |
| Contributions | $866,587 | ContributionsAmt |
| Investment Earnings Or Losses | $3,565,292 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $977,645 | OtherExpendituresAmt |
| Administrative Expenses | $93,674 | AdministrativeExpensesAmt |
| End Year Balance | $28,125,217 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.91150 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.08850 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $171,116 | OtherCostOrOtherBasisAmt |
| Book Value | $171,116 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $24,309 | OtherCostOrOtherBasisAmt |
| Depreciation | $10,249 | DepreciationAmt |
| Book Value | $14,060 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $638,046 | OtherCostOrOtherBasisAmt |
| Depreciation | $608,182 | DepreciationAmt |
| Book Value | $29,864 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $367,768 | OtherCostOrOtherBasisAmt |
| Depreciation | $211,393 | DepreciationAmt |
| Book Value | $156,375 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $371,415 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ANNUITY LIABILITY | Desc |
| Amt | $3,805,508 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,805,508 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ENDOWMENT IS INTENDED FOR THE SUPPORT OF RESIDENTS AND CLIENTS WHOSE PERSONAL FUND SOURCES ARE UNABLE TO PAY FOR THEIR CARE. THE ENDOWMENT IS ALSO INTENDED FOR OTHER ACTIVITIES OF OPRS FOUNDATION. |
| PART X, LINE 2: | ACCOUNTING STANDARDS REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE CORPORATION AND RECOGNIZE A TAX LIABILITY IF THE CORPORATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS OR OTHER APPLICABLE TAXING AUTHORITIES. MANAGEMENT ANALYZED THE TAX POSITIONS TAKEN BY THE CORPORATION PERTAINING TO ANY INFORMATIONAL OR TAX RELATED FORMS REQUIRED TO FILE WITH THE IRS OR OTHER TAXING AUTHORITIES AND CONCLUDED THAT THERE WERE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS AS OF JUNE 30, 2014 AND 2013. THE NON-PROFIT CORPORATIONS INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS ARE SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. MANAGEMENT BELIEVES IT IS NO LONGER SUBJECT TO EXAMINATIONS BY ANY TAXING AUTHORITIES FOR YEARS PRIOR TO 2011. |
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 |
| 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 | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LAURENCE C GUMINA | ||||||||||||||
| PRESIDENT/CEO | $0 | $376,398 | $0 | $72,293 | $0 | $270 | $0 | $4,008 | $0 | $17,407 | $0 | $470,376 | $0 | $0 |
| THOMAS HOFMANN | ||||||||||||||
| FOUNDATION PRESIDENT | $280,136 | $0 | $0 | $0 | $14,649 | $0 | $16,381 | $0 | $15,430 | $0 | $326,596 | $0 | $0 | $0 |
| ROBERT STILLMAN | ||||||||||||||
| TREASURER/CFO | $0 | $171,469 | $0 | $0 | $0 | $187 | $0 | $0 | $0 | $14,873 | $0 | $186,529 | $0 | $0 |
| JOYCE MILLER-EVANS | ||||||||||||||
| VICE PRESIDENT - INFORMATION SYSTEMS | $0 | $192,504 | $0 | $26,350 | $0 | $757 | $0 | $9,815 | $0 | $18,319 | $0 | $247,745 | $0 | $0 |
| DANA ULLOM-VUCELICH | ||||||||||||||
| VICE PRESIDENT - HUMAN RESOURCES | $0 | $207,249 | $0 | $27,733 | $0 | $270 | $0 | $11,401 | $0 | $20,920 | $0 | $267,573 | $0 | $0 |
| SUE WELTY | ||||||||||||||
| VICE PRESIDENT - GIFT PLANNING | $131,478 | $0 | $0 | $0 | $446 | $0 | $7,345 | $0 | $15,407 | $0 | $154,676 | $0 | $0 | $0 |
| KENNETH KEMPER | ||||||||||||||
| FORMER OFFICER | $0 | $273,757 | $0 | $36,619 | $0 | $2,286 | $0 | $15,706 | $0 | $17,645 | $0 | $346,013 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | PAYMENTS FOR HEALTH CLUB ARE PAID FOR EVERY CORPORATE EMPLOYEE WHO ENROLLS IN A QUALIFYING HEALTH CLUB. THERE ARE PARAMETERS SET FOR PAYING A % AND A CEILING AMOUNT. THEY ARE PAID FOR OFFICERS WHO ARE EMPLOYEES, NOT BOARD MEMBERS. THEY ARE TREATED AS TAXABLE COMPENSATION. |
| PART I, LINE 3: | OHIO PRESBYTERIAN RETIREMENT SERVICES FOUNDATION RELIED ON A RELATED ORGANIZATION (OHIO PRESBYTERIAN RETIREMENT SERVICES) THAT USED THE FOLLOWING METHODS TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S TOP MANAGEMENT OFFICAL: -COMPENSATION COMMITTEE -INDEPENDENT COMPENSATION CONSULTANT -FORM 990 OF OTHER ORGANZATIONS -COMPENSATION SURVEY OR STUDY -APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | OHIO PRESBYTERIAN RETIREMENT SERVICES (OPRS), AN OHIO NONPROFIT CORPORATION, IS THE SOLE MEMBER OF OHIO PRESBYTERIAN RETIREMENT SERVICES FOUNDATION AND SHALL HAVE AND EXERCISE ALL OF THE RIGHTS AND PRIVILEGES OF MEMBERS OF A NONPROFIT CORPORATION CONFERRED UNDER THE LAWS OF THE STATE OF OHIO. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE OPRS BOARD OF DIRECTORS HAS THE POWER TO ELECT THE BOARD OF DIRECTORS OF THE OPRS FOUNDATION. THE CODE OF REGULATIONS OF THE FOUNDATION CORPORATION ESTABLISHES THE NUMBER OF CORPORATION BOARD MEMBERS AT 20. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE CODE OF REGULATIONS OF OPRSF MAY BE AMENDED BY A MAJORITY VOTE OF THE DIRECTORS PRESENT AT ANY MEETING AT WHICH THERE IS A QUORUM IN ATTENDANCE, PROVIDED NOTICE OF THE MEETING AND THE PROPOSED CHANGES IN THE CODE OF REGULATIONS HAVE BEEN GIVEN TO ALL DIRECTORS NO FEWER THAN TWENTY-ONE (21) DAYS IN ADVANCE OF SUCH A MEETING. THE ARTICLES OF INCORPORATION OF OPRSF MAY ALSO BE AMENDED IN THE SAME MANNER. NOTWITHSTANDING THE FOREGOING, ALL AMENDMENTS TO THIS CODE OF REGULATIONS AND THE ARTICLES OF INCORPORATION OF OPRSF MUST BE RATIFIED BY OHIO PRESBYTERIAN RETIREMENT SERVICES IN ITS ROLE AS SOLE MEMBER. |
| FORM 990, PART VI, SECTION B, LINE 11 | AFTER MANAGEMENT PERFORMS A DETAILED REVIEW OF THE DRAFT 990, THE ORGANIZATION DELEGATES THE REVIEW OF THE 990 TO A BOARD MEMBER WITH SUFFICIENT EXPERIENCE TO EVALUATE THE CONTENT CONTAINED THEREIN. THE MEMBER THEN REPORTS HIS REVIEW FINDINGS TO THE BOARD AND FINANCE COMMITTEE. A DRAFT OF THE FORM 990 IS POSTED TO THE ONLINE BOARD PORTAL PRIOR TO FILING AND EACH BOARD MEMBER IS GRANTED ACCESS TO REVIEW AND COMMENT. THE FINAL ISSUED FORM 990 IS ALSO POSTED TO THE BOARD PORTAL. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE BOARD INQUIRES ABOUT CONFLICTS PRIOR TO EACH MEETING. ANNUALLY A WRITTEN DISCLOSURE IS CIRCULATED. IN ORDER TO CONTINUE SERVING, A MEMBER MUST COMPLETE THE WRITTEN DISCLOSURE. THE CORPORATE SECRETARY REVIEWS DISCLOSURES FOR CONFLICTS OF INTEREST. IF A CONFLICT ARISES, MEMBERS MUST RESOLVE THE CONFLICT OR BE REMOVED FROM SERVICE. THE GOVERNING BOARD AND ALL EMPLOYEES OF OPRSF ARE BOUND BY THE CONFLICT OF INTEREST POLICY. THE CORPORATE SECRETARY IS RESPONSIBLE FOR DETERMINING IF A CONFLICT OF INTEREST EXISTS. IF A CONFLICT OF INTEREST ARISES OR IS DISCOVERED, THE INDIVIDUAL WITH THE CONFLICT MUST EITHER RESOLVE THE CONFLICT OF INTEREST OR MUST NOT SERVE IN THE MATTER WHICH GIVES RISE TO THE CONFLICT. ANY MEMBERS INVOLVED IN A VOTING MATTER WHO HAVE A CONFLICT OF INTEREST WITH RESPECT TO THAT VOTING MATTER MUST EXCUSE THEMSELVES, IE, NOT VOTE ON THE MATTER. |
| FORM 990, PART VI, SECTION B, LINE 15B | OHIO PRESBYTERIAN RETIREMENT SERVICES (OPRS), A RELATED ENTITY, CHIEF HUMAN RESOURCES OFFICER IN CONJUNCTION WITH THE OPRS EXECUTIVE COMPENSATION AND EVALUATION COMMITTEE (ECEC) OF THE BOARD OVERSEE THE COMPENSATION OF THE EXECUTIVE LEADERSHIP PERSONNEL. THE ECEC IS COMPRISED OF KEY BOARD MEMBERS WHO INCLUDE THE BOARD CHAIR FROM EACH SUBSIDIARY BOARD, THE BOARD CHAIR FROM THE OPRS PARENT BOARD, THE FINANCE, AUDIT, ETHICS & COMPLIANCE COMMITTEE CHAIR AND THE HUMAN RESOURCES COMMITTEE CHAIR. THE ECEC IS GOVERNED BY A CHARTER AND MEETS REGULARLY. RESOURCES USED BY THE ECEC INCLUDE MARKET SURVEYS AVAILABLE THROUGH HEALTHCARE, LONG-TERM CARE, HOSPICE AND HOME HEALTH DATA COLLECTION CLEARINGHOUSES, CONSULTANTS SUCH AS AON HEWITT AND OTHER AVAILABLE RESOURCES THAT ARE IN COMPLIANCE WITH ANTI-TRUST REGULATIONS. DECISIONS INVOLVING EXECUTIVE LEADERSHIP PAY IS DISCUSSED AND APPROVED DURING EXECUTIVE SESSIONS OF THE OPRS PARENT BOARD MEETINGS. THIS PROCESS IS UPDATED ANNUALLY AND REVIEWED THROUGHOUT THE YEAR DURING QUARTERLY MEETINGS. THE CEO, EXECUTIVE OFFICERS (EXCLUDING THE FOUNDATION PRESIDENT), AND KEY EMPLOYEES ARE PAID FROM AND RECEIVE W-2'S FROM OPRS COMMUNITIES, AND ARE SUBJECT TO THE ABOVE PROCESS, HOWEVER THE INSTRUCTIONS FROM THE IRS FOR FORM 990, PART VI, SECTION B, LINES 15A AND 15B REQUIRE QUESTIONS TO BE ANSWERED NO IF THE REPORTING ORGANIZATION DOES NOT ACTUALLY TECHNICALLY PAY THE EMPLOYEE. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE PROVIDED UPON WRITTEN REQUEST. |
| FORM 990, PART XI, LINE 9: | TRANSFERRED PROGRAM FUNDS TO OPRS COMMUNITIES -1,462,224. TRANSFERRED PROGRAM FUNDS TO SENIOR INDEPENDENCE -221,622. TRANSFERRED CAPITAL PURCHASES TO OPRS COMMUNITIES -791,104. CASH TRANSFERRED FROM COMMUNITIES 126,619. GRANTS OBTAINED BY FOUNDATION, CASH TRANSFERRED TO SENIOR INDEPENDENCE -415,075. BOOK ENTRY TO CLOSE OUT CUMULATIVE INTERCOMPANY ACCOUNTS TO NET ASSETS -3,352,072. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| OHIO PRESBYTERIAN RETIREMENT SERVICES | |||||||||||
| 1001 KINGSMILL PARKWAY | COLUMBUS | OH | 43229 | 311340918 | SUPPORT/PARENT | OH | 501(C)(3) | LINE 11B, II | N/A | 0 | |
| OPRS COMMUNITIES | |||||||||||
| 1001 KINGSMILL PARKWAY | COLUMBUS | OH | 43229 | 344429863 | ADULT CARE | OH | 501(C)(3) | LINE 9 | Yes (1) | OPRS | |
| VINEYARD CONDOMINIUM ASSOCIATION | |||||||||||
| 1001 KINGSMILL PARKWAY | COLUMBUS | OH | 43229 | 262702410 | MANAGEMENT | OH | 501(C)(4) | Yes (1) | OPRSC | ||
| SENIOR INDEPENDENCE | |||||||||||
| 1001 KINGSMILL PARKWAY | COLUMBUS | OH | 43229 | 272564811 | SENIOR CARE | OH | 501(C)(3) | LINE 9 | Yes (1) | OPRS | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OPRS DEVELOPMENT CORP | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 KINGSMILL PARKWAY | AddressLine1 |
| City | COLUMBUS | City |
| State | OH | State |
| ZIP Code | 43229 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311166160 | EIN |
| Primary Activities | INACTIVE | PrimaryActivitiesTxt |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Entity Type | C | EntityTypeTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| 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 | 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 | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| OPRS COMMUNITIES | ||
| R | $2,253,328 | CASH TRANSACTION |
| OPRS COMMUNITIES | ||
| S | $126,619 | CASH TRANSACTION |
| SENIOR INDEPENDENCE | ||
| R | $636,697 | CASH TRANSACTION |
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