CRANDALL MEDICAL CENTER: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- CRANDALL MEDICAL CENTER (EIN 34-1289433)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-05-09
- IRS object ID
- 201421299349302232
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-05-09T14:28:45-05:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 341897225 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HILL BARTH & KING LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 119 EAST STATE STREET | AddressLine1 |
| City | ALLIANCE | City |
| State | OH | State |
| ZIP Code | 44501 | 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 | 341289433 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CRANDALL MEDICAL CENTER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CRAN | NameControl |
| Phone | 3309381050 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 SOUTH 15TH STREET | AddressLine1 |
| City | SEBRING | City |
| State | OH | State |
| ZIP Code | 44672 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVE MANNION | Name |
| Title | CFO / CONTROLLER | Title |
| Phone | 3309381050 | Phone |
| Date Signed | 2014-05-02 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MATTHEW A LAFOUNTAIN | Name |
| PTIN | P00033984 | PTIN |
| Phone | 3308212150 | Phone |
| Date Prepared | 2014-05-01 | DatePrepared |
| 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 | DAVE MANNION | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 SOUTH 15TH STREET | AddressLine1 |
| City | SEBRING | City |
| State | OH | State |
| ZIP Code | 44672 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 14139209 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | N/A | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1979 | YearFormation |
| State Legal Domicile | OH | StateLegalDomicile |
| Activity Or Mission Description | PROVIDES INDEPENDENT LIVING, ASSISTED LIVING AND SKILLED NURSING TO RESIDENTS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 11 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 11 | NbrIndependentVotingMembers |
| Total Nbr Employees | 224 | TotalNbrEmployees |
| Total Nbr Volunteers | 50 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 135212 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 110385 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 13974932 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 14028216 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 278 | InvestmentIncomePriorYear |
| Investment Income Current Year | 608 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 14110422 | TotalRevenuePriorYear |
| Total Revenue Current Year | 14139209 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | 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 | 7982435 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 8005950 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 6593110 | OtherExpensePriorYear |
| Other Expenses Current Year | 6449437 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 14575545 | TotalExpensesPriorYear |
| Total Expenses Current Year | 14455387 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -465123 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -316178 | RevenuesLessExpensesCY |
| Total Assets BOY | 3941964 | TotalAssetsBOY |
| Total Assets EOY | 3577302 | TotalAssetsEOY |
| Total Liabilities BOY | 1640388 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1602824 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 2301576 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 1974478 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | PROVIDE INDEPENDENT LIVING, ASSISTED LIVING AND SKILLED NURSING TO RESIDENTS | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 9266357 | Expense |
| Description | MEDICAL SERVICES PROVIDED TO THE RESIDENTS | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1310399 | Expense |
| Description | DIETARY SERVICES PROVIDED TO RESIDENTS | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 796571 | Expense |
| Description | FACILITIES PROVIDED TO THE RESIDENTS | Description |
Activity Other ActivityOther (2 entries)
| ExpenseExpense | DescriptionDescription |
|---|---|
| 443224 | HOUSEKEEPING SERVICES PROVIDED TO THE RESIDENTS |
| 239804 | LAUNDRY SERVICES PROVIDED TO RESIDENTS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 683028 | TotalOfOtherProgramServiceExp |
| Total Program Service Expense | 12056355 | TotalProgramServiceExpense |
| 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 | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | 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 | 0 | 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 | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 13 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 224 | 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 | 11 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 11 | 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 | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | 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 |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVE MANNION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 3309381050 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 S 15TH ST | AddressLine1 |
| City | SEBRING | City |
| State | OH | State |
| ZIP Code | 44672 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (12 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee |
|---|---|---|---|---|---|---|---|
| AMEY REV ROBERT | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| BIERY J LYNNE | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| CAMPBELL DELORES | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| CHAPPELL SARAH SALLY | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| GRIFFITH DANIEL | |||||||
| TREASURER | 1.00 | X | 0 | 0 | 0 | X | |
| HARDGROVE LEE | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| RYAN THOMAS | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| SCARPITTI JOHN | |||||||
| VICE PRESIDENT | 1.00 | X | 0 | 0 | 0 | X | |
| SLAGLE BRUCE | |||||||
| SECRETARY | 1.00 | X | 0 | 0 | 0 | X | |
| STITLE JIM | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| VANCAMP LELAND | |||||||
| PRESIDENT | 1.00 | X | 0 | 0 | 0 | X | |
| BRAISTED PHIL | |||||||
| PRESIDENT - COPELAND OAKS | 40.00 | 0 | 145425 | 14729 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 145425 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 14729 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (4 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| ABSOLUTE REHABILITATION & CONSULT | |||||
| 7233 WHIPPLE AVE NW PO BOX 2880 | NORTH CANTON | OH | 44720 | THERAPY | 1168108 |
| MURPHY CONTRACTING COMPANY | |||||
| 285 ANDREWS AVE PO BOX 1833 | YOUNGSTOWN | OH | 44501 | CONSTRUCTION | 322425 |
| PARIS HEALTHCARE LINEN SERVICE | |||||
| PO BOX 1043 | DUBOIS | PA | 15801 | LINEN SERVICE | 144789 |
| AMERICAN MEDICAL PERSONNEL | |||||
| 717 SOUTH MAIN STREET | NORTH CANTON | OH | 44720 | TEMP AGENCY | 113549 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 4 | NumberOfContractorsGT100K |
| Related Organizations | 110385 | RelatedOrganizations |
| Total Contributions | 110385 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| MEDICARE/MEDICAID | 623000 | 7901852 | 7901852 |
| MONTHLY CARE FUND | 623000 | 5371464 | 5371464 |
| MED. & HELPFUL LIVING | 623000 | 654659 | 654659 |
| BEAUTY/BARBER SHOP INC. | 623000 | 59639 | 59639 |
| LAUNDRY SERVICES | 623000 | 24091 | 24091 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 16511 | TotalRevenueColumn |
| Related Or Exempt Function Income | 16511 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 14028216 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 608 | TotalRevenueColumn |
| Exclusion | $608 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 14139209 | TotalRevenueColumn |
| Related Or Exempt Function Income | 14028216 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $608 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | X | InfoInScheduleOPartIX |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6531013 | Total |
| Program Services | 6152199 | ProgramServices |
| Management And General | 378814 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 884221 | Total |
| Program Services | 790263 | ProgramServices |
| Management And General | 93958 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 590716 | Total |
| Program Services | 563068 | ProgramServices |
| Management And General | 27648 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28353 | Total |
| Program Services | 59 | ProgramServices |
| Management And General | 28294 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31290 | Total |
| Program Services | 714 | ProgramServices |
| Management And General | 30576 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2349977 | Total |
| Program Services | 1718465 | ProgramServices |
| Management And General | 631512 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 247095 | Total |
| Program Services | 247095 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 35876 | Total |
| Program Services | 31915 | ProgramServices |
| Management And General | 3961 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 240776 | Total |
| Program Services | 240776 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1047753 | Total |
| Management And General | 1047753 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| PURCHASED MEALS | 1197782 | 1197782 | |
| SUPPLIES | 669908 | 626492 | 43416 |
| PRESCRIPTION DRUGS | 250459 | 250459 | |
| MAINTENANCE | 188667 | 188667 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 161501 | Total |
| Program Services | 48401 | ProgramServices |
| Management And General | 113100 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14455387 | Total |
| Program Services | 12056355 | ProgramServices |
| Management And General | 2399032 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 842453 | BOY |
| EOY | 606088 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2581 | BOY |
| EOY | 2581 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1305767 | BOY |
| EOY | 1044832 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 106257 | BOY |
| EOY | 48784 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 9271925 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 7836874 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1222757 | BOY |
| EOY | 1435051 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 447013 | BOY |
| EOY | 436100 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15136 | BOY |
| EOY | 3866 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3941964 | BOY |
| EOY | 3577302 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1640388 | BOY |
| EOY | 1602824 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1640388 | BOY |
| EOY | 1602824 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1854563 | BOY |
| EOY | 1538378 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 431883 | BOY |
| EOY | 420940 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15130 | BOY |
| EOY | 15160 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2301576 | BOY |
| EOY | 1974478 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3941964 | BOY |
| EOY | 3577302 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -316178 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -10920 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| 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 Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 354995 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 319660 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 295670 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 108534 | CurrentTaxYearMinus1Year |
| Current Tax Year | 89196 | CurrentTaxYear |
| Total | 1168055 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 14717243 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 15506196 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 15274246 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 13974932 | CurrentTaxYearMinus1Year |
| Current Tax Year | 14028216 | CurrentTaxYear |
| Total | 73500833 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 15072238 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 15825856 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 15569916 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 14083466 | CurrentTaxYearMinus1Year |
| Current Tax Year | 14117412 | CurrentTaxYear |
| Total | 74668888 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 9610904 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 9323540 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 9445021 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 7702042 | CurrentTaxYearMinus1Year |
| Current Tax Year | 7619507 | CurrentTaxYear |
| Total | 43701014 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 9610904 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 9323540 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 9445021 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 7702042 | CurrentTaxYearMinus1Year |
| Current Tax Year | 7619507 | CurrentTaxYear |
| Total | 43701014 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 30967874 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 41784 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 58856 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 40195 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 26956 | CurrentTaxYearMinus1Year |
| Current Tax Year | 21797 | CurrentTaxYear |
| Total | 189588 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 41784 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 58856 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 40195 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 26956 | CurrentTaxYearMinus1Year |
| Current Tax Year | 21797 | CurrentTaxYear |
| Total | 189588 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 15114022 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 15884712 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 15610111 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 14110422 | CurrentTaxYearMinus1Year |
| Current Tax Year | 14139209 | CurrentTaxYear |
| Total | 74858476 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.41370 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.99990 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00250 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.00010 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
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
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 44000 | InvestmentCostOrOtherBasis |
| Book Value | 44000 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 7267000 | InvestmentCostOrOtherBasis |
| Depreciation | 6243607 | Depreciation |
| Book Value | 1023393 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 223810 | InvestmentCostOrOtherBasis |
| Depreciation | 209356 | Depreciation |
| Book Value | 14454 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 1640618 | InvestmentCostOrOtherBasis |
| Depreciation | 1297226 | Depreciation |
| Book Value | 343392 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 96497 | InvestmentCostOrOtherBasis |
| Depreciation | 86685 | Depreciation |
| Book Value | 9812 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 1435051 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INVESTMENT IN NET ASSETS OF THE OAKS FOUNDATION | Description |
| Book Value | 436100 | BookValue |
| Method Of Valuation | C | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 436100 | TotalOfBookValueSecurities |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 14028824 | TotRevenueEtcAuditedFinclStmt |
| Other Revenues | -110385 | OtherRevenues |
| Revenue Not Rptd F990 | -110385 | RevenueNotRptdF990 |
| Revenue Subtotal | 14139209 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 14139209 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 14455387 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 14455387 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 14455387 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X, LINE 2: | GENERALLY ACCEPTED ACCOUNTING PRINCIPLES REQUIRE THE ORGANIZATION TO EVALUATE THE LEVEL OF UNCERTAINTY RELATED TO WHETHER THE TAX POSITIONS TAKEN WILL BE SUSTAINED UPON EXAMINATION. ANY POSTIIONS TAKEN THAT DO NOT MEET THE MORE-LIKELY-THAN-NOT THRESHOLD MUST BE QUANTIFIED AND RECORDED AS A LIABILILTY FOR UNRECOGNIZED TAX BENEFITS IN THE ACCOMPANYING BALANCE SHEET ALONG WITH ANY ASSOCIATED INTEREST AND PENALTIES THAT WOULD BE PAYABLE TO THE TAXING AUTHORITIES UPON EXAMINATION. INTEREST AND PENALTIES ASSOCIATED WITH THE UNRECOGNIZED TAX BENEFITS ARE CLASSIFIED AS ADDITIONAL INCOME TAXES IN THE STATEMENT OF INCOME. THE ORGANIZATION BELIEVES THAT NONE OF THE TAX POSITIONS TAKEN WOULD MATERIALLY IMPACT THE FINANCIAL STATEMENTS AND NO SUCH LIABILITIES HAVE BEEN RECORDED. IN GENERAL, THE ORGANIZATION IS NO LONGER SUBECT TO U.S. FEDERAL, STATE AND LOCAL INCOME TAX EXAMINATIONS BY TAX AUTHORITIESFOR THE YEARS JUNE 30, 2010 AND PRIOR. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN ASSETS OF SPLIT INTEREST | |
| PART XI, LINE 8; CHANGE IN ASSETS OF SPLIT INTEREST PART XII, LINE 2D; CHANGE IN ASSETS OF SPLIT INTEREST |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | BRAISTED PHIL | NamePerson |
| Title | PRESIDENT - COPELAND OAKS | Title |
| Base Compensation Filing Org | 0 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 145425 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 0 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 0 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 14729 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 0 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 160154 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | A COPY OF FORM 990 IS GIVEN TO ALL BOARD MEMBERS FOR REVIEW. | |
| FORM 990, PART VI, SECTION B, LINE 12C | COMPLIANCE IS MET BY THE DISCLOSURE TO THE BOARD ON AN ANNUAL BASIS. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION OF OFFICERS AND KEY EMPLOYEES ARE REVIEWED AT THE ANNUAL BOARD MEETING AND A SALARY SURVEY IS DONE PERIODICALLY. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE ALL AVAILABLE UPON REQUEST. | |
| FORM 990, PART IX, LINE 11G | PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 1,718,465. MANAGEMENT AND GENERAL EXPENSES 631,512. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,349,977. | OTHER FEES |
| FORM 990, PART XI, LINE 9: | CHANGE IN ASSETS OF SPLIT INTEREST -10,920. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| THE FINANCE / AUDIT COMMITTEE OVERSEES THE AUDIT ON AN ANNUAL BASIS |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|
| COPELAND OAKS | |||||||||
| 800 S 15TH STREET | SEBRING | OH | 44672 | 340941565 | PROVIDES INDEPENDENT LIVING, ASSISTED LIVING AND NURSING TO RESIDENTS. | OH | 501(C)(3) | 9 | 0 |
| THE OAKS FOUNDATION INC | |||||||||
| 800 S 15TH STREET | SEBRING | OH | 44672 | 341724387 | PROVIDES FUNDS TO NOT FOR PROFIT ORGANIZATIONS. | OH | 501(C)(3) | III-FI | 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 | 1 | 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 | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (5 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| THE OAKS FOUNDATION INC | ||
| C | 110385 | FAIR MARKET VALUE |
| COPELAND OAKS | ||
| N | 0 | FAIR MARKET VALUE |
| THE OAKS FOUNDATION INC | ||
| N | 0 | FAIR MARKET VALUE |
| COPELAND OAKS | ||
| P | 2038333 | FAIR MARKET VALUE |
| THE OAKS FOUNDATION INC | ||
| Q | 30453 | FAIR MARKET VALUE |
Comments