OHIO LIVING FOUNDATION: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: OHIO LIVING FOUNDATION (EIN 31-1166164)
Tax period: 2012-07-01 to 2013-06-30
Filed: 2014-05-09
IRS object ID: 201401299349300030
Schema version: 2012v2.1
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule D
Schedule J
Schedule M
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2014-05-09T11:46:42-05:00	Timestamp
Tax Period End Date	2013-06-30	TaxPeriodEndDate

Preparer Firm PreparerFirm

Field	Value	IRS element (for citing)
EIN	381357951	EIN

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	PLANTE & MORAN PLLC	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	65 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	ReturnType
Tax Period Begin Date	2012-07-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	311166164	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	OHIO PRESBYTERIAN RETIREMENT SERVICES FOUNDATION	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	OHIO	NameControl
Phone	6148887800	Phone

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

Officer Officer

Field	Value	IRS element (for citing)
Name	LAURENCE C GUMINA	Name
Title	CFO/TREASURER	Title
Phone	6148887800	Phone
Date Signed	2014-05-08	DateSigned
Authorize Third Party	1	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	BERNIE OSTROWSKI	Name
PTIN	P00366367	PTIN
Phone	6148493000	Phone

Field	Value	IRS element (for citing)
Tax Year	2012	TaxYear
Build TS	2015-11-30 17:44:51Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Name Of Principal Officer Person	LAURENCE C GUMINA	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

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	16333920	GrossReceipts
Group Return For Affiliates	0	GroupReturnForAffiliates
Organization501c3	X	Organization501c3
Web Site	WWW.OPRSFOUNDATION.ORG	WebSite
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Year Formation	1986	YearFormation
State Legal Domicile	OH	StateLegalDomicile
Activity Or Mission Description	SEE SCHEDULE OOPRS FOUNDATION'S MISSION IS TO PARTNER WITH DONORS TO PROVIDE CHARITABLE SUPPORT FOR THE PEOPLE, PROJECTS AND PROGRAMS OF OPRS.	ActivityOrMissionDescription
Nbr Voting Members Governing Body	20	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	19	NbrIndependentVotingMembers
Total Nbr Employees	23	TotalNbrEmployees
Total Nbr Volunteers	21	TotalNbrVolunteers
Total Gross UBI	0	TotalGrossUBI
Net Unrelated Business Txbl Income	0	NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year	9289429	ContributionsGrantsPriorYear
Contributions Grants Current Year	5510555	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	0	ProgramServiceRevenuePriorYear
Program Service Revenue CY	0	ProgramServiceRevenueCY
Investment Income Prior Year	1773316	InvestmentIncomePriorYear
Investment Income Current Year	2879766	InvestmentIncomeCurrentYear
Other Revenue Prior Year	37	OtherRevenuePriorYear
Other Revenue Current Year	0	OtherRevenueCurrentYear
Total Revenue Prior Year	11062782	TotalRevenuePriorYear
Total Revenue Current Year	8390321	TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year	3797329	GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY	0	GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year	0	BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	1654726	SalariesEtcPriorYear
Salaries Etc Current Year	1717268	SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year	0	TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	1883129	TotalFundrsngExpCurrentYear
Other Expense Prior Year	4649914	OtherExpensePriorYear
Other Expenses Current Year	1473844	OtherExpensesCurrentYear
Total Expenses Prior Year	10101969	TotalExpensesPriorYear
Total Expenses Current Year	3191112	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	960813	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	5199209	RevenuesLessExpensesCY
Total Assets BOY	60764787	TotalAssetsBOY
Total Assets EOY	67719139	TotalAssetsEOY
Total Liabilities BOY	3306281	TotalLiabilitiesBOY
Total Liabilities EOY	4214630	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	57458506	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	63504509	NetAssetsOrFundBalancesEOY
Info In Schedule O Part III	X	InfoInScheduleOPartIII
Mission Description	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.	MissionDescription
Significant New Program Services	0	SignificantNewProgramServices
Significant Change	0	SignificantChange
Expense	0	Expense
Grants	0	Grants
Revenue	0	Revenue
Description	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. INVESTMENT/ASSET GROWTHTHE FOUNDATION'S OVERALL ASSETS FOR FISCAL YEAR 2013 FINISHED AT $64.3 MILLION. THE FOUNDATION RECEIVED GIFTS TOTALING $5.8 MILLION.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.	Description
Described In501 C3	1	DescribedIn501C3
Schedule B Required	1	ScheduleBRequired
Political Activities	0	PoliticalActivities
Lobbying Activities	0	LobbyingActivities
Subject To Proxy Tax	0	SubjectToProxyTax
Donor Advised Funds	0	DonorAdvisedFunds
Conservation Easements	0	ConservationEasements
Collections Of Art	0	CollectionsOfArt
Credit Counseling	0	CreditCounseling
Term Or Permanent Endowments	1	TermOrPermanentEndowments
Report Land Bldg Equip	1	ReportLandBldgEquip
Report Invest Oth Securities	0	ReportInvestOthSecurities
Report Prog Rel Invest	0	ReportProgRelInvest
Report Other Assets	1	ReportOtherAssets
Report Other Liabilities	1	ReportOtherLiabilities
Report Fin48 Footnote	1	ReportFin48Footnote
Independent Audit Financial Stmt	0	IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt	1	ConsolidatedAuditFinancialStmt
School	0	School
Foreign Office	0	ForeignOffice
Foreign Activities	0	ForeignActivities
More Than5000 K To Organizations	0	MoreThan5000KToOrganizations
More Than5000 K To Individuals	0	MoreThan5000KToIndividuals
Professional Fundraising	0	ProfessionalFundraising
Fundraising Activities	0	FundraisingActivities
Gaming	0	Gaming
Hospital	0	Hospital
Grants To Organizations	0	GrantsToOrganizations
Grants To Individuals	0	GrantsToIndividuals
Schedule J Required	1	ScheduleJRequired
Tax Exempt Bonds	0	TaxExemptBonds
Excess Benefit Transaction	0	ExcessBenefitTransaction
Prior Excess Benefit Transaction	0	PriorExcessBenefitTransaction
Loan To Officer Or DQP	0	LoanToOfficerOrDQP
Grant To Related Person	0	GrantToRelatedPerson
Bsnss Rltnshp With Organization	0	BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member	0	BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp	0	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	1	DeductibleNonCashContributions
Deductible Contributions Of Art	0	DeductibleContributionsOfArt
Terminated	0	Terminated
Partial Liquidation	0	PartialLiquidation
Disregarded Entity	0	DisregardedEntity
Related Entity	1	RelatedEntity
Related Org Controlled Entity	1	RelatedOrgControlledEntity
Transaction Related Entity	1	TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org	0	TransfersToExemptNonChrtblOrg
Activities Conducted Partnership	0	ActivitiesConductedPartnership
Schedule O Required	1	ScheduleORequired
Number Forms Transmitted With1096	226	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Compliance With Backup Witholding	1	ComplianceWithBackupWitholding
Number Of Employees	23	NumberOfEmployees
Employment Tax Returns Filed	1	EmploymentTaxReturnsFiled
Unrelated Business Income	0	UnrelatedBusinessIncome
Foreign Financial Account	0	ForeignFinancialAccount
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTrans
Taxable Party Notification	0	TaxablePartyNotification
Non Deductible Contributions	0	NonDeductibleContributions
Quid Pro Quo Contributions	0	QuidProQuoContributions
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOf
Funds To Pay Premiums	0	FundsToPayPremiums
Premiums Paid	0	PremiumsPaid
Indoor Tanning Services	0	IndoorTanningServices
Info In Schedule O Part VI	X	InfoInScheduleOPartVI
Nbr Voting Governing Body Members	20	NbrVotingGoverningBodyMembers
Number Independent Voting Members	19	NumberIndependentVotingMembers
Family Or Business Relationship	0	FamilyOrBusinessRelationship
Delegation Of Management Duties	0	DelegationOfManagementDuties
Changes To Organizing Docs	0	ChangesToOrganizingDocs
Material Diversion Or Misuse	0	MaterialDiversionOrMisuse
Members Or Stockholders	1	MembersOrStockholders
Election Of Board Members	1	ElectionOfBoardMembers
Decisions Subject To Approval	1	DecisionsSubjectToApproval
Minutes Of Governing Body	1	MinutesOfGoverningBody
Minutes Of Committees	1	MinutesOfCommittees
Officer Mailing Address	0	OfficerMailingAddress
Local Chapters	0	LocalChapters
Form990 Provided To Governing Body	1	Form990ProvidedToGoverningBody
Conflict Of Interest Policy	1	ConflictOfInterestPolicy
Annual Disclosure Covered Persons	1	AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement	1	RegularMonitoringEnforcement
Whistleblower Policy	1	WhistleblowerPolicy
Document Retention Policy	1	DocumentRetentionPolicy
Compensation Process CEO	1	CompensationProcessCEO
Compensation Process Other	1	CompensationProcessOther
Investment In Joint Venture	0	InvestmentInJointVenture
States Where Copy Of Return Is Filed	OH	StatesWhereCopyOfReturnIsFiled
Upon Request	X	UponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

Field	Value	IRS element (for citing)
Business Name Line1	ROBERT B STILLMAN	BusinessNameLine1

Field	Value	IRS element (for citing)
Telephone Number	6148887800	TelephoneNumber

Address US AddressUS

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 Form990PartVIISectionA (25 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Average Hours Per Week RelatedAverageHoursPerWeekRelated	Individual Trustee Or DirectorIndividualTrusteeOrDirector	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation	OfficerOfficer	Key EmployeeKeyEmployee
SANDRA ADAM
DIRECTOR	2.00	0.00	X	0	0	0
KEITH BOONE
DIRECTOR	2.00	0.00	X	0	0	0
BRUCE BOYD
ASSISTANT TREASURER/DIRECT	2.00	0.00	X	0	0	0	X
ANNE BREWER
DIRECTOR	2.00	0.00	X	0	0	0
KATHRYN ELOFF
DIRECTOR	2.00	0.00	X	0	0	0
JOHN L GRAY
ASSISTANT SECRETARY/DIRECT	2.00	0.00	X	0	0	0	X
LAURENCE C GUMINA
PRESIDENT/CEO	5.00	35.00	X	0	515893	3252	X
RICHARD HART
DIRECTOR	2.00	0.00	X	0	0	0
DAVID HAWLEY
DIRECTOR	2.00	0.00	X	0	0	0
DONALD HOFFMAN
VICE CHAIR/DIRECTOR	2.00	2.00	X	0	0	0	X
LOUISE F PENCE
CHAIR/DIRECTOR	2.00	0.00	X	0	0	0	X
STAN SEAGLE
DIRECTOR	2.00	0.00	X	0	0	0
MICHELLE TOGNETTI
DIRECTOR	2.00	0.00	X	0	0	0
RICHARD MACK
DIRECTOR	2.00	0.00	X	0	0	0
MARTHA MILLIGAN
DIRECTOR	2.00	0.00	X	0	0	0
ANDREW SINGER
DIRECTOR	2.00	0.00	X	0	0	0
RICHARD UHLE JR
DIRECTOR	2.00	0.00	X	0	0	0
DAVID WOODBURN
DIRECTOR	2.00	0.00	X	0	0	0
J BRANN YOUNG
DIRECTOR	2.00	0.00	X	0	0	0
ALLAN L KARCHNER
DIRECTOR	2.00	0.00	X	0	0	0
THOMAS HOFMANN
FOUNDATION PRESIDENT	40.00	0.00		325536	0	18901	X
BOB STILLMAN TREASURER
CURRENT CFO (4/14/13 - PRESENT)	5.00	35.00		0	0	0	X
KENNETH KEMPER TREASURER
INTERIM CFO (8/7/12 - 4/13/13)	5.00	35.00		0	294584	18219	X
THOMAS KELLY TREASURER
FORMER CFO (7/1/12 - 8/6/12)	5.00	35.00		0	202490	11047	X
SUE WELTY
VICE PRESIDENT/GIFT PLANNING	40.00	0.00		152771	0	10614		X

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	478307	TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs	1012967	TotalReportableCompFrmRltdOrgs
Total Other Compensation	62033	TotalOtherCompensation
Number Individuals GT100 K	2	NumberIndividualsGT100K
Formers Listed	0	FormersListed
Total Comp GT150 K	1	TotalCompGT150K
Compensation From Other Sources	0	CompensationFromOtherSources
Number Of Contractors GT100 K	0	NumberOfContractorsGT100K
Government Grants	778856	GovernmentGrants
All Other Contributions	4731699	AllOtherContributions
Noncash Contributions	44451	NoncashContributions
Total Contributions	5510555	TotalContributions

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	1450887	TotalRevenueColumn
Exclusion	$1,450,887	ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

Field	Value	IRS element (for citing)
Securities	8222678	Securities
Other	1149800	Other

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Field	Value	IRS element (for citing)
Securities	6485236	Securities
Other	1458363	Other

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Securities	1737442	Securities
Other	-308563	Other

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	1428879	TotalRevenueColumn
Exclusion	$1,428,879	ExclusionAmount

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	8390321	TotalRevenueColumn
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	$2,879,766	ExclusionAmount

Comp Current Officers Directors CompCurrentOfficersDirectors

Field	Value	IRS element (for citing)
Total	636645	Total
Management And General	555124	ManagementAndGeneral
Fundraising	81521	Fundraising

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	714919	Total
Fundraising	714919	Fundraising

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	276027	Total
Management And General	112491	ManagementAndGeneral
Fundraising	163536	Fundraising

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	89677	Total
Management And General	30593	ManagementAndGeneral
Fundraising	59084	Fundraising

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	19338	Total
Management And General	19338	ManagementAndGeneral

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

Field	Value	IRS element (for citing)
Total	25245	Total
Management And General	25245	ManagementAndGeneral

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	101087	Total
Management And General	98607	ManagementAndGeneral
Fundraising	2480	Fundraising

Advertising Advertising

Field	Value	IRS element (for citing)
Total	19453	Total
Management And General	1378	ManagementAndGeneral
Fundraising	18075	Fundraising

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	304233	Total
Management And General	147054	ManagementAndGeneral
Fundraising	157179	Fundraising

Information Technology InformationTechnology

Field	Value	IRS element (for citing)
Total	17786	Total
Management And General	17786	ManagementAndGeneral

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	203786	Total
Management And General	203786	ManagementAndGeneral

Travel Travel

Field	Value	IRS element (for citing)
Total	74752	Total
Management And General	14585	ManagementAndGeneral
Fundraising	60167	Fundraising

Conferences Meetings ConferencesMeetings

Field	Value	IRS element (for citing)
Total	38026	Total
Management And General	25895	ManagementAndGeneral
Fundraising	12131	Fundraising

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	29650	Total
Management And General	29650	ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescription	TotalTotal	FundraisingFundraising	Management And GeneralManagementAndGeneral
ANNUITY FUND DISTRIBUTI	557257	557257
ANNUAL GIVING	44500	44500
BAD DEBT	26451		26451
DONOR EVENTS	12280	12280

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	3191112	Total
Program Services	0	ProgramServices
Management And General	1307983	ManagementAndGeneral
Fundraising	1883129	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	294508	BOY
EOY	138707	EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

Field	Value	IRS element (for citing)
BOY	651310	BOY
EOY	2300588	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	2123742	BOY
EOY	2282676	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	1288882	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	795694	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	804296	BOY
EOY	493188	EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Field	Value	IRS element (for citing)
BOY	53691151	BOY
EOY	58287374	EOY

Other Assets Total OtherAssetsTotal

Field	Value	IRS element (for citing)
BOY	3199780	BOY
EOY	4216606	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	60764787	BOY
EOY	67719139	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	230993	BOY
EOY	185074	EOY

Deferred Revenue DeferredRevenue

Field	Value	IRS element (for citing)
BOY	-989109	BOY
EOY	10966	EOY

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
BOY	4064397	BOY
EOY	4018590	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	3306281	BOY
EOY	4214630	EOY

Field	Value	IRS element (for citing)
Follow SFAS117	X	FollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	7131827	BOY
EOY	17398235	EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	931000	BOY
EOY	2564844	EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	49395679	BOY
EOY	43541430	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	57458506	BOY
EOY	63504509	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	60764787	BOY
EOY	67719139	EOY

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	X	InfoInScheduleOPartXI
Reconcilation Revenue Expenses	5199209	ReconcilationRevenueExpenses
Reconciliation Unrealized Invest	2674091	ReconciliationUnrealizedInvest
Reconcilation Prior Adjustment	-1004000	ReconcilationPriorAdjustment
Reconcilation Other Changes	-823297	ReconcilationOtherChanges
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	0	AccountantCompileOrReview
FS Audited	1	FSAudited

FS Audited Basis FSAuditedBasis

Field	Value	IRS element (for citing)
Financial Statement Consolidated	X	FinancialStatementConsolidated

Field	Value	IRS element (for citing)
Audit Committee	1	AuditCommittee
Federal Grant Audit Required	1	FederalGrantAuditRequired
Federal Grant Audit Performed	1	FederalGrantAuditPerformed

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Supporting Organization509a3	X	SupportingOrganization509a3
Supporting Org509a3 Type2	X	SupportingOrg509a3Type2
Certification Checkbox	X	CertificationCheckbox
Contrib By Controlling Individual	0	ContribByControllingIndividual
Contribution By Related Party	0	ContributionByRelatedParty
Contrib By35 Controlled Entity	0	ContribBy35ControlledEntity

Supported Org Information SupportedOrgInformation (2 entries)

EINEIN	Type Of OrganizationTypeOfOrganization	Listed In Governing DocListedInGoverningDoc	Supported Organization NotifiedSupportedOrganizationNotified	Organized In USOrganizedInUS	AmountAmount
OPRS COMMUNITIES
344429863	9	1	1	1	$3,303,534
SENIOR INDEPENDENCE
272564811	9	1	1	1	$489,229

Field	Value	IRS element (for citing)
Total Number Of Supported Orgs	2	TotalNumberOfSupportedOrgs
Sum Of Amounts	3792763	SumOfAmounts

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

Field	Value	IRS element (for citing)
Contributor Number	RESTRICTED	ContributorNumber

Contributor Name Business ContributorNameBusiness

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor Address US ContributorAddressUS

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Aggregate Contributions	RESTRICTED	AggregateContributions

Schedule D IRS990ScheduleD

Current Year CurrentYear

Field	Value	IRS element (for citing)
Beginning Of Year Balance	32248688	BeginningOfYearBalance
Contributions	1472494	Contributions
Investment Earnings Or Losses	3879199	InvestmentEarningsOrLosses
Other Expenditures	1863680	OtherExpenditures
Administrative Expenses	36234	AdministrativeExpenses
End Of Year Balance	35700467	EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

Field	Value	IRS element (for citing)
Beginning Of Year Balance	33965906	BeginningOfYearBalance
Contributions	1373962	Contributions
Investment Earnings Or Losses	-622229	InvestmentEarningsOrLosses
Other Expenditures	2409697	OtherExpenditures
Administrative Expenses	59254	AdministrativeExpenses
End Of Year Balance	32248688	EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

Field	Value	IRS element (for citing)
Beginning Of Year Balance	28125217	BeginningOfYearBalance
Contributions	861040	Contributions
Investment Earnings Or Losses	6043143	InvestmentEarningsOrLosses
Other Expenditures	976982	OtherExpenditures
Administrative Expenses	86512	AdministrativeExpenses
End Of Year Balance	33965906	EndOfYearBalance

Current Year Minus3 Years CurrentYearMinus3Years

Field	Value	IRS element (for citing)
Beginning Of Year Balance	24764657	BeginningOfYearBalance
Contributions	866587	Contributions
Investment Earnings Or Losses	3565292	InvestmentEarningsOrLosses
Other Expenditures	977645	OtherExpenditures
Administrative Expenses	93674	AdministrativeExpenses
End Of Year Balance	28125217	EndOfYearBalance

Current Year Minus4 Years CurrentYearMinus4Years

Field	Value	IRS element (for citing)
Beginning Of Year Balance	29793377	BeginningOfYearBalance
Contributions	1781359	Contributions
Investment Earnings Or Losses	-5288842	InvestmentEarningsOrLosses
Other Expenditures	1414058	OtherExpenditures
Administrative Expenses	107179	AdministrativeExpenses
End Of Year Balance	24764657	EndOfYearBalance

Field	Value	IRS element (for citing)
Board Designated EOY Balance	0.00000	BoardDesignatedEOYBalance
Permanent Endowment EOY Balance	0.96450	PermanentEndowmentEOYBalance
Term Endowment EOY Balance	0.03550	TermEndowmentEOYBalance
Endowments Held By Unrelated Orgs	0	EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs	0	EndowmentsHeldByRelatedOrgs

Land Land

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	292921	OtherCostOrOtherBasis
Book Value	292921	BookValue

Buildings Buildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	24309	OtherCostOrOtherBasis
Depreciation	9215	Depreciation
Book Value	15094	BookValue

Equipment Equipment

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	616086	OtherCostOrOtherBasis
Depreciation	600418	Depreciation
Book Value	15668	BookValue

Other Land Buildings OtherLandBuildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	355566	OtherCostOrOtherBasis
Depreciation	186061	Depreciation
Book Value	169505	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	493188	TotalOfBookValueLandBuildings

Other Assets OtherAssets (3 entries)

DescriptionDescription	Book ValueBookValue
POOLED INCOME DEPOSITS	10966
DUE FROM AFFILIATE	3331619
UNITRUST DEPOSITS	874021

Field	Value	IRS element (for citing)
Total Book Value Other Assets	4216606	TotalBookValueOtherAssets

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
Description	ANNUITY LIABILITY	Description
Amount	$4,018,590	Amount

Field	Value	IRS element (for citing)
Total Of Amounts	4018590	TotalOfAmounts
Footnote In Part XIII	X	FootnoteInPartXIII

Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS:	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.
DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:	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, 2013, 2012, AND 2011. 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 2010.

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Club Dues Or Fees	X	ClubDuesOrFees
Written Policy Re T And E Expenses	1	WrittenPolicyReTAndEExpenses
Substantiation Required	1	SubstantiationRequired
Severance Payment	1	SeverancePayment
Supplemental Nonqual Retire Plan	0	SupplementalNonqualRetirePlan
Equity Based Comp Arrangement	0	EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org	0	CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs	0	CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org	0	CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs	0	CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments	0	AnyNonFixedPayments
Initial Contract Exception	0	InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (5 entries)

TitleTitle	Base Compensation Filing OrgBaseCompensationFilingOrg	Comp Based On Related OrgsCompBasedOnRelatedOrgs	Bonus Filing OrgBonusFilingOrg	Bonus Related OrgsBonusRelatedOrgs	Other Compensation Filing OrgOtherCompensationFilingOrg	Other Compensation Related OrgsOtherCompensationRelatedOrgs	Deferred Comp Filing OrgDeferredCompFilingOrg	Deferred Comp Related OrgsDeferredCompRelatedOrgs	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg	Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs	Total Compensation Filing OrgTotalCompensationFilingOrg	Total Compensation Related OrgsTotalCompensationRelatedOrgs	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg	Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
LAURENCE C GUMINA
PRESIDENT/CEO	0	434815	0	50000	0	31078	0	875	0	2377	0	519145	0	0
THOMAS HOFMANN
FOUNDATION PRESIDENT	294533	0	0	0	31003	0	16025	0	2876	0	344437	0	0	0
KENNETH KEMPER TREASURER
INTERIM CFO (8/7/12 - 4/13/13)	0	275095	0	0	0	19489	0	13188	0	5031	0	312803	0	0
THOMAS KELLY TREASURER
FORMER CFO (7/1/12 - 8/6/12)	0	116538	0	0	0	85952	0	6004	0	5043	0	213537	0	0
SUE WELTY
VICE PRESIDENT/GIFT PLANNING	131751	0	0	0	21020	0	6502	0	4112	0	163385	0	0	0

Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)

Return ReferenceReturnReference	ExplanationExplanation	IdentifierIdentifier
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 4A	THOMAS KELLY RECEIVED SEVERANCE TOTALING $81,000.
PART III	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 -FORM 990 OF OTHER ORGANZATIONS -COMPENSATION SURVEY OR STUDY -APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE	SUPPLEMENTAL INFORMATION

Schedule M IRS990ScheduleM

Cars And Other Vehicles CarsAndOtherVehicles

Field	Value	IRS element (for citing)
Non Cash Checkbox	X	NonCashCheckbox
Number Of Contributions	1	NumberOfContributions
Noncash Contribs Rptd F990	18505	NoncashContribsRptdF990
Method Of Determining Revenues	APPRAISALS	MethodOfDeterminingRevenues

Other Non Cash Contributions Table OtherNonCashContributionsTable (4 entries)

Non Cash CheckboxNonCashCheckbox	DescriptionDescription	Number Of ContributionsNumberOfContributions	Noncash Contribs Rptd F990NoncashContribsRptdF990	Method Of Determining RevenuesMethodOfDeterminingRevenues
X	FURNITURE	3	6968	FMV
X	LANDSCAPING	1	639	FMV
X	ORGAN	2	12055	FMV
X	ENTERTAINMENT	1	6284	FMV

Field	Value	IRS element (for citing)
Number Of8283 Received	5	NumberOf8283Received
Any Property That Must Be Held	0	AnyPropertyThatMustBeHeld
Review Process Unusual NC Gifts	1	ReviewProcessUnusualNCGifts
Third Parties Used	1	ThirdPartiesUsed

Form990 Schedule M Part II Form990ScheduleMPartII

Field	Value	IRS element (for citing)
Identifier	THIRD PARTY USE:	Identifier
Return Reference	PART I, LINE 32B:	ReturnReference
Explanation	THE ENTITY USES A REAL ESTATE AGENT TO SELL DONATED REAL ESTATE ITEMS.	Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (8 entries)

Return ReferenceReturnReference	ExplanationExplanation	IdentifierIdentifier
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 15	OHIO PRESBYTERIAN RETIREMENT SERVICES OVERSEES THE PROCESS FOR DETERMINING COMPENSATION OF TOP OFFICIALS. THE PROCESS IS TO COMPLETE A SURVEY OF TOP OFFICIALS OF SIMILAR ORGANIZATIONS USING 990 INFORMATION WHERE AVAILABLE. A REVIEW OF THE JOB PERFORMANCE IS COMPLETED ANNUALLY AND THE AVERAGE INCREASE OF EACH OPRS EMPLOYEE IS ALSO CONSIDERED. THIS PROCESS WAS COMPLETED IN 2012. THIS PROCESS IS REVIEWED AND APPROVED BY THE COMPENSATION COMMITTEE AND DOCUMENTED IN ITS MINUTES.
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 -98,190. TRANSFERRED PROGRAM FUNDS TO SENIOR INDEPENDENCE -226,741. TRANSFERRED CAPITAL PURCHASES TO OPRS COMMUNITIES -498,366.	CHANGES IN NET ASSETS OR FUND BALANCES:

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII (4 entries)

Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	EINEIN	Primary ActivitiesPrimaryActivities	Legal Domicile StateLegalDomicileState	Exempt Code SectionExemptCodeSection	Public Charity StatusPublicCharityStatus	Direct Controlling Entity NADirectControllingEntityNA	Controlled OrgControlledOrg	Business Name Line1DirectControllingEntityName/BusinessNameLine1
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		1	OPRS
VINEYARD CONDOMINIUM ASSOCIATION
1001 KINGSMILL PARKWAY	COLUMBUS	OH	43229	262702410	MANAGEMENT	OH	501(C)(4)			1	OPRSC
SENIOR INDEPENDENCE
1001 KINGSMILL PARKWAY	COLUMBUS	OH	43229	272564811	SENIOR CARE	OH	501(C)(3)	LINE 9		1	OPRS

Form990 Schedule R Part IV Form990ScheduleRPartIV (2 entries)

Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	EINEIN	Primary ActivityPrimaryActivity	Legal Domicile StateLegalDomicileState	Direct Controlling Entity NADirectControllingEntityNA	Type Of EntityTypeOfEntity	Controlled OrgControlledOrg
OPRS DEVELOPMENT CORP
1001 KINGSMILL PARKWAY	COLUMBUS	OH	43229	311166160	INACTIVE	OH	N/A	C	0
PORT CLINTON HOUSING PTNS INC
1001 KINGSMILL PARKWAY	COLUMBUS	OH	43229	341785661	INACTIVE AS OF 12/31/12	OH	N/A	C	0

Field	Value	IRS element (for citing)
Receipt Of Int Ann Rents Royalties	0	ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org	0	GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org	0	GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org	0	LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org	0	LoansOrGuaranteesFromOtherOrg
Dividends Related Organization	0	DividendsRelatedOrganization
Sale Of Assets To Other Org	0	SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org	0	PurchaseOfAssetsFromOtherOrg
Exchange Of Assets	0	ExchangeOfAssets
Rental Of Facilities To Other Orgs	0	RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs	0	RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs	1	PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs	0	PerformOfServicesByOtherOrgs
Sharing Of Facilities	1	SharingOfFacilities
Sharing Of Paid Employees	1	SharingOfPaidEmployees
Reimbursement Paid To Other Org	1	ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org	1	ReimbursementPaidByOtherOrg
Other Transfer To Other Org	1	OtherTransferToOtherOrg
Other Transfer From Other Org	1	OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (3 entries)

Transaction TypeTransactionType	Amount InvolvedAmountInvolved	Method Of Amt DeterminationMethodOfAmtDetermination
OPRS COMMUNITIES
R	3303534	CASH TRANSACTION
OPRS COMMUNITIES
S	114369	CASH TRANSACTION
SENIOR INDEPENDENCE
R	489229	CASH TRANSACTION