GRACEWORKS LUTHERAN SERVICES: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- GRACEWORKS LUTHERAN SERVICES (EIN 31-1325015)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-08-14
- IRS object ID
- 201412269349301546
- Schema version
- 2013v3.0
- 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 | 2014-08-14T10:50:28-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 310210560 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BATTELLE RIPPE KINGSTON LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2000 WEST DOROTHY LANE | AddressLine1 |
| City | DAYTON | City |
| State | OH | State |
| ZIP Code | 45439 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311325015 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRACEWORKS LUTHERAN SERVICES AFFILIATES | BusinessNameLine1 |
| Business Name Line2 | GROUP RETURN | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GRAC | BusinessNameControlTxt |
| Phone | 9374366885 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6430 INNER MISSION WAY | AddressLine1 |
| City | DAYTON | City |
| State | OH | State |
| ZIP Code | 45459 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL W ALLEN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 9374366885 | PhoneNum |
| Signature | 2014-08-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KAREN O CRIM | PreparerPersonNm |
| PTIN | P00368385 | PTIN |
| Phone | 9372980201 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | WILLIS O SERR II | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6430 INNER MISSION WAY | AddressLine1 |
| City | DAYTON | City |
| State | OH | State |
| ZIP Code | 45459 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $22,536,960 | GrossReceiptsAmt |
| Group Return For Affiliates | Yes (1) | GroupReturnForAffiliatesInd |
| All Affiliates Included | Yes (1) | AllAffiliatesIncludedInd |
| Group Exemption | 5133 | GroupExemptionNum |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.GRACEWORKS.ORG | WebsiteAddressTxt |
| Type Of Organization Other | Yes (X) | TypeOfOrganizationOtherInd |
| Activity Or Mission | TO HELP PEOPLE EXPERIENCE DIGNITY & WHOLENESS IN RELATIONSHIP WITH GOD, FAMILY & COMMUNITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 465 | TotalEmployeeCnt |
| Total Volunteers | 430 | TotalVolunteersCnt |
| Total Gross UBI | $30,491 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$34,887 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $157,277 | PYContributionsGrantsAmt |
| CY Contributions Grants | $216,027 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $20,540,149 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $21,286,159 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$23,119 | PYInvestmentIncomeAmt |
| CY Investment Income | $54,966 | CYInvestmentIncomeAmt |
| PY Other Revenue | $566,490 | PYOtherRevenueAmt |
| CY Other Revenue | $815,150 | CYOtherRevenueAmt |
| PY Total Revenue | $21,240,797 | PYTotalRevenueAmt |
| CY Total Revenue | $22,372,302 | 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 | $11,072,238 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $12,336,432 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $11,207,520 | PYOtherExpensesAmt |
| CY Other Expenses | $11,413,084 | CYOtherExpensesAmt |
| PY Total Expenses | $22,279,758 | PYTotalExpensesAmt |
| CY Total Expenses | $23,749,516 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,038,961 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,377,214 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $30,830,416 | TotalAssetsBOYAmt |
| Total Assets EOY | $31,981,257 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $42,102,374 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $44,632,095 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$11,271,958 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$12,650,838 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | IN RESPONSE TO JESUS CHRIST, GRACEWORKS LUTHERAN SERVICES HELPS PEOPLE EXPERIENCE DIGNITY AND WHOLENESS IN RELATIONSHIP WITH GOD, FAMILY AND COMMUNITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $11,555,955 | ExpenseAmt |
| Revenue | $12,847,675 | RevenueAmt |
| Desc | GRACEWORKS ENHANCED LIVING: GRACEWORKS ENHANCED LIVING PROVIDED A SAFE, CARING ENVIRONMENT FOR 152 ADULTS WITH DEVELOPMENTAL DISABILITIES LIVING IN 31 HOMES IN BUTLER, GREENE, HAMILTON AND MONTGOMERY COUNTIES. A DAY PROGRAM IN HAMILTON COUNTY PROVIDED RECREATIONAL DAY HABILITATION SERVICES FOR ANOTHER 33 ADULTS WITH DEVELOPMENTAL DISABILITIES. VOLUNTEER SERVICES PROVIDED OPPORTUNITIES FOR 16 VOLUNTEERS TO FAITHFULLY CARE FOR THE NEEDS OF THOSE WHOM WE SERVE THROUGH 317 HOURS OF VARIOUS SUBSIDIZED CHARITABLE SERVICES. GRACEWORKS ENHANCED LIVING PROVIDED APPROXIMATELY $72,000 IN UNCOMPENSATED CHARITABLE SERVICES DURING THE PERIOD TO PEOPLE WITH LIMITED RESOURCES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $6,744,752 | ExpenseAmt |
| Revenue | $6,548,992 | RevenueAmt |
| Desc | GRACEWORKS HOUSING SERVICES: GRACEWORKS HOUSING SERVICES PROVIDED AFFORDABLE HOUSING FOR MORE THAN 686 ELDERLY OR DISABLED INDIVIDUALS WITH LIMITED FINANCIAL RESOURCES IN 18 APARTMENT COMMUNITIES IN OHIO, INDIANA AND KENTUCKY. ON-SITE EMPLOYEES WORKED TO ESTABLISH CARING AND STABLE ENVIRONMENTS IN WELL-MAINTAINED AND CONVENIENTLY LOCATED APARTMENT BUILDINGS. SERVICE COORDINATORS HELPED RESIDENTS FIND AND OBTAIN NEEDED SERVICES TO ALLOW THEM TO AGE IN PLACE. VOLUNTEER SERVICES PROVIDED OPPORTUNITIES FOR 414 VOLUNTEERS TO FAITHFULLY CARE FOR THE NEEDS OF THOSE WHOM WE SERVE THROUGH 17,936 HOURS OF VARIOUS SUBSIDIZED CHARITABLE SERVICES. GRACEWORKS HOUSING SERVICES PROVIDED $1.0 MILLION IN UNCOMPENSATED CHARITABLE SERVICES DURING THE PERIOD TO PEOPLE WITH LIMITED RESOURCES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,017,529 | ExpenseAmt |
| Revenue | $1,647,044 | RevenueAmt |
| Desc | GRACEWORKS AT HOME: HEALTH AT HOME, LLC, A PROGRAM OF GRACEWORKS AT HOME, PROVIDED HEALTH AND THERAPY SERVICES FOR 391 INDIVIDUALS IN THEIR HOMES. GRACEWORKS AT HOME PROVIDED 1,570 OLDER ADULTS OF BETHANY VILLAGE AND THE SURROUNDING COMMUNITY WITH 40,770 HOURS OF PERSONAL CARE AND PRIVATE TRANSPORTATION SERVICES AND HAD 352 EPISODES OF SKILLED HOME CARE. HANDS AT HOME CAREGIVERS ASSIST WITH HOUSEHOLD TASKS SUCH AS LAUNDRY, LIGHT HOUSEKEEPING AND MEALS AS WELL AS BATHING, DRESSING AND MEDICATION REMINDERS AND COMPANIONSHIP FOR OLDER ADULTS OR RESPITE FOR FAMILY CAREGIVERS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $339,357 | ExpenseAmt |
| Revenue | $242,448 | RevenueAmt |
| Desc | BETHANY COMMONS AT YANKEE TRACE: BETHANY COMMONS AT YANKEE TRACE PROVIDED INDEPENDENT LIVING FOR 13 SENIORS RESIDING IN 10 UNITS IN AN AGE-RESTRICTED (AGE 55 AND OLDER) RESIDENTIAL COMMUNITY. THESE SENIORS PARTICIPATE IN ACCESS TO THE CONTINUUM OF CARE AT BETHANY VILLAGE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $339,357 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $242,448 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $20,657,593 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | 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 | Yes (1) | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | 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 | Yes (1) | 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 | Yes (1) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 118 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 465 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 20 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | 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 | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| 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 | Yes (1) | WrittenPolicyOrProcedureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL W ALLEN TREASURER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9374366885 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6430 INNER MISSION WAY | AddressLine1 |
| City | DAYTON | City |
| State | OH | State |
| ZIP Code | 45459 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (25 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 |
|---|---|---|---|---|---|---|---|---|
| WILLIS O SERR II | ||||||||
| BOARD - PRESIDENT | 14.00 | 26.00 | Yes (X) | Yes (X) | $0 | $392,994 | $23,440 | |
| MICHAEL W ALLEN | ||||||||
| BOARD - TREASURER | 14.00 | 26.00 | Yes (X) | Yes (X) | $0 | $219,374 | $15,095 | |
| JUDY A BUDI | ||||||||
| BOARD - VICE PRESIDENT | 20.00 | 20.00 | Yes (X) | Yes (X) | $0 | $181,592 | $23,079 | |
| REV JAMES V BOSSE | ||||||||
| BOARD - SECRETARY | 10.00 | 30.00 | Yes (X) | Yes (X) | $0 | $144,839 | $54,838 | |
| LISA A ARRINGTON | ||||||||
| DIRECTOR | 1.00 | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| SALLY D BEALS | ||||||||
| DIRECTOR | 1.00 | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| CLARENCE J BITTNER | ||||||||
| DIRECTOR | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| DR GEORGE R BROWN | ||||||||
| DIRECTOR UNTIL 6/10 | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| MARJORIE W DANIEL | ||||||||
| DIRECTOR | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| EDWARD A DIXON | ||||||||
| DIRECTOR | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| LORETTA GOODSON | ||||||||
| DIRECTOR | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| JUDY A KALTHOFF | ||||||||
| DIRECTOR | 1.00 | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL G LEESMAN | ||||||||
| DIRECTOR | 1.00 | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| RONALD A LONG | ||||||||
| DIRECTOR | 1.00 | 6.00 | Yes (X) | $0 | $0 | $0 | ||
| BONNIE R PARISH | ||||||||
| DIRECTOR | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| DEBBIE WATTS ROBINSON | ||||||||
| DIRECTOR AS OF 6/10 | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| CRAIG A SCHMITT | ||||||||
| DIRECTOR AS OF 6/10 | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| MARILYN K SHANNON | ||||||||
| DIRECTOR UNTIL 5/14 | 1.00 | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| VIOLET G SHARPE | ||||||||
| DIRECTOR | 1.00 | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| JEFFREY R TEETERS | ||||||||
| DIRECTOR | 1.00 | 6.00 | Yes (X) | $0 | $0 | $0 | ||
| KENNETH M WATSON | ||||||||
| DIRECTOR | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| RONALD D WINE | ||||||||
| DIRECTOR | 1.00 | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| DANNY T ALLEN | ||||||||
| PHYSICAL THERAPIST | 40.00 | $107,311 | $0 | $18,581 | Yes (X) | |||
| DEBORAH R LYLE | ||||||||
| ADMINISTRATOR | 40.00 | $112,474 | $0 | $5,992 | Yes (X) | |||
| BONNIE J SMITH | ||||||||
| ADMINISTRATOR | 40.00 | $111,950 | $0 | $9,186 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $331,735 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $938,799 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $150,211 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARCON BUILDERS LTD | BusinessNameLine1 |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7824 ALT ST RT 49 | AddressLine1 |
| City | ARCANUM | City |
| State | OH | State |
| ZIP Code | 45304 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | CONSTRUCTION SERVICES | ServicesDesc |
| Compensation | $217,550 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $216,027 | AllOtherContributionsAmt |
| Total Contributions | $216,027 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| FEES FROM GOVERNMENT | 900099 | $10,763,850 | $10,763,850 |
| MEDICARE/MEDICAID | 623990 | $6,525,397 | $6,525,397 |
| TENANT RENTALS | 531110 | $2,049,069 | $2,049,069 |
| RESIDENT FEES | 623000 | $1,253,615 | $1,253,615 |
| CARE OF DEVELOPMENT DISABLED | 623000 | $694,228 | $694,228 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $21,286,159 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,584 | TotalRevenueColumnAmt |
| Exclusion | $3,584 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $216,040 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $164,658 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $51,382 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $51,382 | TotalRevenueColumnAmt |
| Exclusion | $51,382 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| DEBT EXTINGUISHMENT | 900099 | $500,000 | $500,000 |
| INSURANCE PROCEEDS & REFINANCING | 900099 | $127,434 | $127,434 |
| MAINTENANCE REVENUE | 900099 | $121,394 | $121,394 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $66,322 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $30,491 | UnrelatedBusinessRevenueAmt |
| Exclusion | $35,831 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $815,150 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $22,372,302 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $21,286,159 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $30,491 | UnrelatedBusinessRevenueAmt |
| Exclusion | $839,625 | ExclusionAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,461,301 | TotalAmt |
| Program Services | $8,836,672 | ProgramServicesAmt |
| Management And General | $624,629 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $222,238 | TotalAmt |
| Program Services | $197,065 | ProgramServicesAmt |
| Management And General | $25,173 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,708,360 | TotalAmt |
| Program Services | $1,576,327 | ProgramServicesAmt |
| Management And General | $132,033 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $944,533 | TotalAmt |
| Program Services | $888,783 | ProgramServicesAmt |
| Management And General | $55,750 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,263 | TotalAmt |
| Program Services | $22,457 | ProgramServicesAmt |
| Management And General | $15,806 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $129,144 | TotalAmt |
| Program Services | $92,345 | ProgramServicesAmt |
| Management And General | $36,799 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $108,495 | TotalAmt |
| Program Services | $108,495 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $359,097 | TotalAmt |
| Program Services | $278,452 | ProgramServicesAmt |
| Management And General | $80,645 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,350,510 | TotalAmt |
| Program Services | $3,258,832 | ProgramServicesAmt |
| Management And General | $91,678 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $315,793 | TotalAmt |
| Program Services | $244,415 | ProgramServicesAmt |
| Management And General | $71,378 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,257 | TotalAmt |
| Program Services | $38,811 | ProgramServicesAmt |
| Management And General | $25,446 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,879,149 | TotalAmt |
| Program Services | $1,832,672 | ProgramServicesAmt |
| Management And General | $46,477 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $130,199 | TotalAmt |
| Program Services | $118,790 | ProgramServicesAmt |
| Management And General | $11,409 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| ADMIN & GENERAL | $2,066,562 | $319,003 | $1,747,559 |
| REPAIR & MAINTENANCE | $944,642 | $928,863 | $15,779 |
| WORKSHOP FEES | $925,782 | $925,782 | |
| FOOD | $422,209 | $421,953 | $256 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $678,982 | TotalAmt |
| Program Services | $567,876 | ProgramServicesAmt |
| Management And General | $111,106 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,749,516 | TotalAmt |
| Program Services | $20,657,593 | ProgramServicesAmt |
| Management And General | $3,091,923 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,693,969 | BOYAmt |
| EOY | $1,664,074 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,747,217 | BOYAmt |
| EOY | $4,216,795 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $125,536 | BOYAmt |
| EOY | $203,626 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $42,211,768 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $22,355,966 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,721,666 | BOYAmt |
| EOY | $19,855,802 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,542,028 | BOYAmt |
| EOY | $6,040,960 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,830,416 | BOYAmt |
| EOY | $31,981,257 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,933,923 | BOYAmt |
| EOY | $12,249,065 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,720,000 | BOYAmt |
| EOY | $7,720,000 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $910,758 | BOYAmt |
| EOY | $804,522 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $433,096 | BOYAmt |
| EOY | $289,273 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,104,597 | BOYAmt |
| EOY | $23,569,235 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,102,374 | BOYAmt |
| EOY | $44,632,095 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$11,271,958 | BOYAmt |
| EOY | -$12,650,838 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$11,271,958 | BOYAmt |
| EOY | -$12,650,838 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,830,416 | BOYAmt |
| EOY | $31,981,257 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$1,377,214 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | -$1,666 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $39,666 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $32,157 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $65,318 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $157,277 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $216,027 | CurrentTaxYearAmt |
| Total | $510,445 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $18,151,832 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,536,888 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,691,407 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,540,149 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $21,286,159 | CurrentTaxYearAmt |
| Total | $98,206,435 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $18,191,498 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,569,045 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,756,725 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,697,426 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $21,502,186 | CurrentTaxYearAmt |
| Total | $98,716,880 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,605 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,650 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,640 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,375 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,795 | CurrentTaxYearAmt |
| Total | $12,065 | 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) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,605 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,650 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,640 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,375 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,795 | CurrentTaxYearAmt |
| Total | $12,065 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $98,704,815 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,300 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,187 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,266 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,472 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,584 | CurrentTaxYearAmt |
| Total | $26,809 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,300 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,187 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,266 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,472 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,584 | CurrentTaxYearAmt |
| Total | $26,809 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,993,004 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,206,753 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $720,858 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $536,362 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $784,659 | CurrentTaxYearAmt |
| Total | $8,241,636 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $23,193,802 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $19,781,985 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $20,481,849 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $21,237,260 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $22,290,429 | CurrentTaxYearAmt |
| Total | $106,985,325 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.92260 | PublicSupportCY509Pct |
| Public Support PY509 | 0.90650 | PublicSupportPY509Pct |
| Investment Income CY | 0.00030 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00030 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | Yes (1) | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $0 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $1,279 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $1,279 | 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 | THE ORGANIZATION OCCASIONALLY CONTACTS LEGISLATORS ENCOURAGING THEM TO SUPPORT POSITIONS CONSISTENT WITH ITS MISSION AND SERVICE ACTIVITIES. ISSUES CAN INCLUDE MEDICARE AND MEDICAID FUNDING, VARIOUS GOVERNMENT PROGRAM CHANGES, LONG-TERM CARE INSURANCE, ETC. EXPENDITURES FOR LOBBYING ARE VERY SMALL AND IMMATERIAL. THE ORGANIZATION ALSO PAYS DUES TO THE VALUES AND FAITH ALLIANCE, LEADINGAGE, AND THE AMERICAN NETWORK OF COMMUNITY OPTIONS AND RESOURCES. THE PORTION OF THESE DUES ALLOCABLE TO LOBBYING EFFORTS IN 2013 IS $1,000, $209, AND $70. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,488,489 | OtherCostOrOtherBasisAmt |
| Book Value | $1,488,489 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $26,813,147 | OtherCostOrOtherBasisAmt |
| Depreciation | $22,355,966 | DepreciationAmt |
| Book Value | $4,457,181 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,683,883 | OtherCostOrOtherBasisAmt |
| Book Value | $5,683,883 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,786,786 | OtherCostOrOtherBasisAmt |
| Book Value | $5,786,786 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,439,463 | OtherCostOrOtherBasisAmt |
| Book Value | $2,439,463 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $19,855,802 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| ASSETS WHOSE USE IS LIMITED | $2,893,264 |
| INTER-COMPANY INVESTMENT | $1,239,606 |
| CAPITAL PROJECTS IN PROGRESS | $571,625 |
| TENANT SECURITY DEPOSITS, INTANGIBLES, M.I.P RESERVES, INSURANCE RESERVES | $1,336,465 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $6,040,960 | TotalBookValueOtherAssetsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | THE ORGANIZATION HOLDS A SMALL AMOUNT OF PERSONAL FUNDS FOR A FEW RESIDENTS. THE MONEY IS USED TO PAY VARIOUS BILLS ON BEHALF OF THESE RESIDENTS. IN ADDITION, THE ORGANIZATION ALSO HOLDS TENANT DEPOSITS. IN ACCORDANCE WITH THE REGULATORY AGREEMENT WITH HUD, THE CORPORATION IS REQUIRED TO MAINTAIN A TENANT SECURITY DEPOSIT TRUST ACCOUNT. THE AMOUNT MUST AT ALL TIMES BE EQUAL TO OR EXCEED THE AGGREGATE OF ALL OUTSTANDING OBLIGATIONS TO TENANTS FOR REFUNDABLE SECURITY DEPOSITS. THE TENANT SECURITY DEPOSIT FUNDS CONSIST OF CASH. BEGINNING BALANCE $170,103 ADDITIONS DURING THE YEAR 46,561 DISTRIBUTIONS DURING THE YEAR (44,843) INTEREST EARNED DURING THE YEAR 92 ENDING BALANCE $171,913 |
| PART X, LINE 2: | INCOME TAX FOOTNOTE FROM THE DECEMBER 31, 2013 AUDITED FINANCIAL STATEMENTS: THE ORGANIZATION AND SUBSTANTIALLY ALL OF ITS AFFILIATES ARE TAX-EXEMPT ORGANIZATIONS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, NO PROVISION FOR FEDERAL INCOME TAX IS REQUIRED. LYR DEVELOPMENT, INC. IS A FOR-PROFIT OHIO CORPORATION THAT IS 100% OWNED BY BETHANY COMMONS AT YANKEE TRACE. LYR DEVELOPMENT, INC. HAD NO TAXABLE INCOME FOR 2013 OR 2012. WITH FEW EXCEPTIONS, THE ORGANIZATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY U.S. FEDERAL, STATE, OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2010. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | 0 | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | 0 | SubstantiationRequiredInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WILLIS O SERR II | ||||||||||||||
| BOARD - PRESIDENT | $0 | $383,384 | $0 | $0 | $0 | $9,610 | $0 | $10,200 | $0 | $13,240 | $0 | $416,434 | $0 | $0 |
| MICHAEL W ALLEN | ||||||||||||||
| BOARD - TREASURER | $0 | $217,382 | $0 | $0 | $0 | $1,992 | $0 | $8,836 | $0 | $6,259 | $0 | $234,469 | $0 | $0 |
| JUDY A BUDI | ||||||||||||||
| BOARD - VICE PRESIDENT | $0 | $180,725 | $0 | $0 | $0 | $867 | $0 | $7,304 | $0 | $15,775 | $0 | $204,671 | $0 | $0 |
| REV JAMES V BOSSE | ||||||||||||||
| BOARD - SECRETARY | $0 | $143,359 | $0 | $0 | $0 | $1,480 | $0 | $7,495 | $0 | $47,343 | $0 | $199,677 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | A HOUSING ALLOWANCE IS PROVIDED TO REV. JAMES V. BOSSE. |
| PART I, LINE 4B | WILLIS O. SERR II - NON QUALIFIED DEFERRED COMPENSATION PLAN, SECTION 457(B): $5,254. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | GRACEWORKS LUTHERAN SERVICES IS EITHER THE SOLE MEMBER OR THE CONTROLLING MEMBER OF EACH OF THE AFFILIATES INCLUDED IN THIS GROUP RETURN. |
| FORM 990, PART VI, SECTION A, LINE 7A | GRACEWORKS LUTHERAN SERVICES DETERMINES WHO SERVES ON EACH AFFILIATE'S GOVERNING BODY. |
| FORM 990, PART VI, SECTION B, LINE 11 | ANNUALLY, THE FORM 990 IS PROVIDED TO THE COMPANY'S CEO, VP - FINANCE & FACILITIES, AND OTHER SENIOR STAFF FOR AN IN-DEPTH REVIEW OF THE RETURN PRIOR TO THE TIME OF FILING FORM 990 WITH THE IRS. THE FORM 990 IS ALSO PROVIDED TO EACH VOTING MEMBER OF THE GOVERNING BODY OF THE ORGANIZATION IN A QUARTERLY MEETING PRIOR TO THE TIME OF FILING FORM 990. EACH VOTING MEMBER IS GIVEN THE OPPORTUNITY TO REVIEW AND COMMENT ON THE FORM. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION REQUIRES SELF-DISCLOSURE OF ANY CONFLICTS OF INTEREST ON AN ON-GOING BASIS. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD OF DIRECTORS WILL CONDUCT A WRITTEN ASSESSMENT OF THE PERFORMANCE OF THE CEO AT LEAST ANNUALLY. SUCH ASSESSMENT WILL NORMALLY BE CONDUCTED DURING THE FIRST QUARTER OF THE CALENDAR YEAR AFTER DATA RELATED TO ORGANIZATIONAL PERFORMANCE FOR THE PRIOR YEAR IS COMPILED AND PUBLISHED. ALL MEMBERS OF THE BOARD OF DIRECTORS SHOULD PARTICIPATE IN SUCH ASSESSMENT AND THE INPUT OF THE CEO SHOULD BE SOUGHT AND CONSIDERED. THE BOARD OR ITS DESIGNATED REPRESENTATIVES WILL MEET WITH THE CEO TO COMMUNICATE THE RESULTS OF SUCH ASSESSMENT. UPON COMPLETION OF THE ANNUAL WRITTEN EVALUATION OF THE CEO, THE BOARD OF DIRECTORS WILL CONSIDER ADJUSTMENTS TO THE COMPENSATION OF THE CEO. THE BOARD CHAIR IS THE COORDINATOR OF THIS PROCESS. THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS WILL SELECT A QUALIFIED COMPENSATION CONSULTANT TO PROVIDE PROFESSIONAL SERVICES TO THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE WILL WORK WITH THE CONSULTANT TO COMPILE INFORMATION CONCERNING COMPENSATION LEVELS PAID BY SIMILARLY SITUATED ORGANIZATIONS, BOTH TAXABLE AND TAX-EXEMPT, FOR FUNCTIONALLY COMPARABLE POSITIONS. THE CONSULTANT WILL CONSIDER THE AVAILABILITY OF SIMILAR SERVICES BOTH REGIONALLY AND NATIONALLY AND REVIEW CURRENT COMPENSATION SURVEYS COMPILED BY INDEPENDENT FIRMS. CONSIDERING THE AVAILABILITY OF RESOURCES AND PERFORMANCE OF THE CEO, THE BOARD OF DIRECTORS WILL ESTABLISH A REASONABLE AND FAIR LEVEL OF COMPENSATION FOR THE CEO, INCLUDING APPROPRIATE BENEFITS, THAT IS CONSISTENT WITH THE COMPENSATION PHILOSOPHY OF THE ORGANIZATION AND WILL NOT RESULT IN AN EXCESS BENEFIT TRANSACTION AS DEFINED BY THE INTERNAL REVENUE SERVICE. THE ACTIONS OF THE BOARD OF DIRECTORS REGARDING COMPENSATION WILL BE RECORDED IN CONFIDENTIAL MINUTES OF THE MEETINGS AT WHICH SUCH MATTERS ARE CONSIDERED. NORMALLY THIS PROCESS SHOULD BE COMPLETED DURING THE FIRST QUARTER OF A CALENDAR YEAR. UPON COMPLETION OF THE PROCESS, THE BOARD CHAIR WILL INFORM THE CEO IN WRITING OF THE DECISION OF THE BOARD OF DIRECTORS. THE TOTAL COMPENSATION OF THE CEO WILL BE DOCUMENTED IN A MEMORANDUM SIGNED BY THE BOARD CHAIR AND THE CEO. THE CEO IS RESPONSIBLE AND ACCOUNTABLE TO THE BOARD OF DIRECTORS FOR THE FAIR COMPENSATION OF ALL OTHER EMPLOYEES. AT LEAST ANNUALLY, THE CEO WILL REVIEW WITH THE EXECUTIVE COMMITTEE THE COMPENSATION OF ALL EMPLOYEES WHO ARE OFFICERS OF GRACEWORKS LUTHERAN SERVICES AND THE COMPENSATION OF ALL EMPLOYEES WHO EARN COMPENSATION ABOVE A THRESHOLD AMOUNT SET FROM TIME TO TIME BY THE EXECUTIVE COMMITTEE. AS PART OF SUCH REVIEW, THE CEO WILL DEMONSTRATE THE REASONABLENESS OF SUCH COMPENSATION IN LIGHT OF EACH INDIVIDUAL'S PERFORMANCE AND COMPARABILITY DATA RELATED TO EACH INDIVIDUAL'S POSITION. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S FORM 990 IS AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. AN UNAUDITED FINANCIAL STATEMENT IS PUBLISHED WITH THE ORGANIZATION'S ANNUAL REPORT WITH INSTRUCTIONS ON HOW TO REVIEW THE AUDITED FINANCIAL STATEMENTS ONCE THEY ARE AVAILABLE. THE ANNUAL REPORT IS MAILED TO INDIVIDUALS IN THE COMMUNITY AND POSTED ON THE ORGANIZATION'S WEBSITE. |
| FORM 990, PART XI, LINE 9: | OHIO AGING SERVICES NETWORK LLC -1,666. |
| FORM 990, PART XII, LINE 2C: | NEITHER THE ORGANIZATION'S AUDIT OVERSIGHT PROCESS NOR ITS PROCESS FOR SELECTION OF AN INDEPENDENT ACCOUNTANT HAS CHANGED DURING THE TAX YEAR. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|
| HEALTH AT HOME LLC | |||||||||
| 6451 FAR HILLS AVENUE | DAYTON | OH | 45459 | 262895673 | SKILLED NURSING CARE HOME ASSISTANCE TO THE ELDERLY | OH | $946,190 | $376,515 | N/A |
| HANDS AT HOME LLC | |||||||||
| 6451 FAR HILLS AVENUE | DAYTON | OH | 45459 | 262895578 | INACTIVE | OH | $0 | $0 | N/A |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LYR DEVELOPMENT INC | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6445 FAR HILLS AVE | AddressLine1 |
| City | CENTERVILLE | City |
| State | OH | State |
| ZIP Code | 45459 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 352179983 | EIN |
| Primary Activities | RESIDENTIAL REAL ESTATE DEVELOPMENT & CONSTRUCTION | PrimaryActivitiesTxt |
| Legal Domicile State | OH | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BETHANY COMMONS AT YANKEE TRACE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C | EntityTypeTxt |
| Share Of EOY Assets | $1,450,544 | ShareOfEOYAssetsAmt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | Yes (1) | 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 | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (23 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| GRACEWORKS ENHANCED LIVING | ||
| P | $2,327,340 | COST |
| GRACEWORKS HOUSING SERVICES | ||
| P | $487,616 | COST |
| MIAMI VALLEY LUTHERAN HOUSING ASSOC OF IN XI INC | ||
| P | $96,131 | COST |
| MIAMI VALLEY LUTHERAN HOUSING ASSOC OF IN INC | ||
| P | $316,240 | COST |
| MIAMI VALLEY LUTHERAN HOUSING ASSOC OF IN II INC | ||
| P | $82,947 | COST |
| MIAMI VALLEY LUTHERAN HOUSING ASSOC OF IN III INC | ||
| P | $110,223 | COST |
| MIAMI VALLEY LUTHERAN HOUSING ASSOC OF IN IV INC | ||
| P | $130,412 | COST |
| MIAMI VALLEY LUTHERAN HOUSING ASSOC OF IN V INC | ||
| P | $137,141 | COST |
| MIAMI VALLEY LUTHERAN HOUSING ASSOC OF IN VII INC | ||
| P | $137,148 | COST |
| MIAMI VALLEY LUTHERAN HOUSING ASSOC OF IN IX INC | ||
| P | $104,319 | COST |
| MIAMI VALLEY LUTHERAN HOUSING ASSOC OF IN VIII INC | ||
| P | $87,724 | COST |
| MIAMI VALLEY LUTHERAN HOUSING ASSOC OF IN X INC | ||
| P | $143,119 | COST |
| MIAMI VALLEY LUTHERAN HOUSING ASSOCIATION OF KY INC | ||
| P | $132,187 | COST |
| MIAMI VALLEY LUTHERAN HOUSING ASSOCIATION IV INC | ||
| P | $156,561 | COST |
| MIAMI VALLEY LUTHERAN HOUSING ASSOCIATION II INC | ||
| P | $117,419 | COST |
| MIAMI VALLEY LUTHERAN HOUSING ASSOCIATION INC | ||
| P | $118,501 | COST |
| ST MARK HOUSING ASSOCIATION INC | ||
| P | $157,374 | COST |
| MIAMI VALLEY LUTHERAN HOUSING ASSOCIATION V INC | ||
| P | $128,232 | COST |
| REDEEMER HOUSING ASSOCIATION INC | ||
| P | $281,665 | COST |
| GRACEWORKS ENHANCED LIVING | ||
| S | $350,000 | COST |
| GRACEWORKS AT HOME | ||
| S | $96,145 | COST |
| HEALTH AT HOME LLC | ||
| S | $200,000 | COST |
| (no name) | ||
| COST | ||
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