OHIO LIVING QUAKER HEIGHTS: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- OHIO LIVING QUAKER HEIGHTS (EIN 31-0538523)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-07
- IRS object ID
- 201303119349300115
- 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 | 2013-11-07T07:57:01-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 310210560 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BATTELLE & BATTELLE LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 310538523 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRIENDS BOARDING HOME-OHIO VALLEY | BusinessNameLine1 |
| Business Name Line2 | YEARLY MTG RELIGIOUS SOCIETY OF FRIENDS | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | FRIE | NameControl |
| Phone | 5138976050 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 514 W HIGH STREET PO BOX 677 | AddressLine1 |
| City | WAYNESVILLE | City |
| State | OH | State |
| ZIP Code | 45068 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WENDY L WATERS-CONNELL | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 5138976050 | Phone |
| Date Signed | 2013-11-01 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KAREN O CRIM | Name |
| PTIN | P00368385 | PTIN |
| Phone | 9372980201 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
Doing Business As DoingBusinessAs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | QUAKER HEIGHTS CARE COMMUNITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | WENDY L WATERS-CONNELL | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 514 W HIGH STREET PO BOX 677 | AddressLine1 |
| City | WAYNESVILLE | City |
| State | OH | State |
| ZIP Code | 45068 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 9061334 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.QUAKERHEIGHTS.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1904 | YearFormation |
| State Legal Domicile | OH | StateLegalDomicile |
| Activity Or Mission Description | OPERATE A NURSING HOME AND ASSISTED LIVING FACILITY AND PROVIDE MEDICAL CARE FOR THE ELDERLY | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 13 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 11 | NbrIndependentVotingMembers |
| Total Nbr Employees | 137 | TotalNbrEmployees |
| Total Nbr Volunteers | 44 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 9220077 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 9058490 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 6636 | InvestmentIncomePriorYear |
| Investment Income Current Year | 2844 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 9226713 | TotalRevenuePriorYear |
| Total Revenue Current Year | 9061334 | 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 | 5080757 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 4439142 | 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 | 3999321 | OtherExpensePriorYear |
| Other Expenses Current Year | 4346335 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 9080078 | TotalExpensesPriorYear |
| Total Expenses Current Year | 8785477 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 146635 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 275857 | RevenuesLessExpensesCY |
| Total Assets BOY | 11888474 | TotalAssetsBOY |
| Total Assets EOY | 12022654 | TotalAssetsEOY |
| Total Liabilities BOY | 9397551 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 9255874 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 2490923 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 2766780 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE OPERATION OF A NURSING HOME AND ASSISTED LIVING FACILITY AND PROVIDING MEDICAL CARE FOR THE ELDERLY RESIDENTS | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 7269851 | Expense |
| Revenue | 9010358 | Revenue |
| Description | CARE FOR ELDERLY - 98 BED NURSING HOME OPERATED IN ACCORDANCE WITH MEDICARE/MEDICAID REGULATIONS AND 60 UNIT ASSISTED LIVING FACILITY. INDEPENDENT LIVING FACILITIES - HOUSING UNITS PROVIDING INDEPENDENT LIVING MONITORED BY NURSING HOME STAFF AND PHYSICIANS AS NECESSARY. OFFICE CENTER - PROFESSIONAL AND MEDICAL OFFICES MAINTAINED FOR THE COMMUNITY AND STAFFED BY INDEPENDENT PROFESSIONALS. | Description |
| Total Program Service Expense | 7269851 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | 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 | 1 | 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 | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | 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 | 1 | 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 | 84 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 137 | NumberOfEmployees |
| Employment Tax Returns Filed | 0 | 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 |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 13 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 11 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 1 | 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 | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | WENDY L WATERS-CONNELL | NamePerson |
| Telephone Number | 5138976050 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 514 W HIGH STREET | AddressLine1 |
| City | WAYNESVILLE | City |
| State | OH | State |
| ZIP Code | 45068 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (16 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Average Hours Per Week RelatedAverageHoursPerWeekRelated |
|---|---|---|---|---|---|---|---|
| EUGENIA MILLS | |||||||
| PRESIDING CLERK | 1.00 | X | X | 0 | 0 | 0 | |
| TOM ISAACS | |||||||
| ASSISTANT PRESIDING CLERK | 1.00 | X | X | 0 | 0 | 0 | |
| PEG SCHORRECK | |||||||
| RECORDING CLERK | 1.00 | X | X | 0 | 0 | 0 | |
| WILSON PALMER | |||||||
| TREASURER | 1.00 | X | X | 0 | 0 | 0 | |
| SHARON JEWELL | |||||||
| ASSISTANT TREASURER | 1.00 | X | X | 0 | 0 | 0 | |
| GUS EDWARDS | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| CHARLES FEICHT | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| DONNE HAYDEN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| FRANK HUSS | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ALICE PALMER | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| CHRISTINE SNYDER | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| WILMA WATSON | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ERIC WOLFF | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| DOTTIE RYE PART YEAR | |||||||
| RECORDING CLERK | 1.00 | X | X | 0 | 0 | 0 | |
| TERREN KOLES PART YEAR | |||||||
| TREASURER | 1.00 | X | X | 0 | 0 | 0 | |
| WENDY L WATERS-CONNELL | |||||||
| EXECUTIVE DIRECTOR | 50.00 | X | 130211 | 0 | 9759 | 5.00 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 130211 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 9759 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| HEALTHCARE SERVICES GROUP | |||||
| 3220 TILLMAN DRIVE SUITE 300 | BENSALEM | PA | 19020 | DIETARY, HOUSEKEEPING, LAUNDRY SERVICES | 1002162 |
| EVERENCE | |||||
| 1110 NORTH MAIN STREET | GOSHEN | IN | 46527 | INSURANCE SERVICES | 652327 |
| CONCEPT REHAB INC | |||||
| 7150 GRANITE CIRCLE | TOLEDO | OH | 43617 | THERAPY SERVICES | 601535 |
| PRO ACTIVE | |||||
| 24395 VISTA POINT LN | DANA POINT | CA | 92629 | PHARMACY SERVICES | 160945 |
| DAYFIELD SENIOR SOLUTIONS | |||||
| 7200 POE AVENUE SUITE 100 | DAYTON | OH | 45414 | ACCOUNTING SERVICES | 131200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | ExclusionExclusionAmount |
|---|---|---|---|---|
| MEDICARE/MEDICAID PMTS | 623000 | 4612393 | 4612393 | |
| PATIENT SERV. REVENUE | 623000 | 4397965 | 4397965 | |
| RENTAL INCOME | 623000 | 48132 | $48,132 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 9058490 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2844 | TotalRevenueColumn |
| Exclusion | $2,844 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 9061334 | TotalRevenueColumn |
| Related Or Exempt Function Income | 9010358 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $50,976 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 139970 | Total |
| Program Services | 69985 | ProgramServices |
| Management And General | 69985 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3285748 | Total |
| Program Services | 2912723 | ProgramServices |
| Management And General | 373025 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 659146 | Total |
| Program Services | 563690 | ProgramServices |
| Management And General | 95456 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 354278 | Total |
| Program Services | 301136 | ProgramServices |
| Management And General | 53142 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 57246 | Total |
| Management And General | 57246 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 151177 | Total |
| Management And General | 151177 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 478928 | Total |
| Program Services | 407089 | ProgramServices |
| Management And General | 71839 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 33383 | Total |
| Management And General | 33383 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 238755 | Total |
| Program Services | 44908 | ProgramServices |
| Management And General | 193847 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 194402 | Total |
| Program Services | 165242 | ProgramServices |
| Management And General | 29160 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 43051 | Total |
| Program Services | 36593 | ProgramServices |
| Management And General | 6458 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5683 | Total |
| Management And General | 5683 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 325059 | Total |
| Program Services | 276300 | ProgramServices |
| Management And General | 48759 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 541953 | Total |
| Program Services | 460660 | ProgramServices |
| Management And General | 81293 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 128116 | Total |
| Program Services | 108899 | ProgramServices |
| Management And General | 19217 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| MEDICAL SUPPLIES | 826412 | 826412 | |
| CONTRACTED SERVICES | 704111 | 704111 | |
| LICENSE FEES & FRANCHIS | 410741 | 349130 | 61611 |
| BAD DEBTS | 122870 | 122870 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 84448 | Total |
| Program Services | 42973 | ProgramServices |
| Management And General | 41475 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8785477 | Total |
| Program Services | 7269851 | ProgramServices |
| Management And General | 1515626 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1100741 | BOY |
| EOY | 707745 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 53089 | BOY |
| EOY | 39015 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 112089 | BOY |
| EOY | 80818 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 13263326 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 7022286 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6264840 | BOY |
| EOY | 6241040 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 646758 | BOY |
| EOY | 720807 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3710957 | BOY |
| EOY | 4233229 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11888474 | BOY |
| EOY | 12022654 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 673685 | BOY |
| EOY | 620464 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13232 | BOY |
| EOY | 11853 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8244740 | BOY |
| EOY | 8098478 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 465894 | BOY |
| EOY | 525079 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9397551 | BOY |
| EOY | 9255874 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2490923 | BOY |
| EOY | 2766780 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2490923 | BOY |
| EOY | 2766780 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11888474 | BOY |
| EOY | 12022654 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 275857 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 0 | FSAudited |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 8669620 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 8922060 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 8836929 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 9220077 | CurrentTaxYearMinus1Year |
| Current Tax Year | 9088056 | CurrentTaxYear |
| Total | 44736742 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 8669620 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 8922060 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 8836929 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 9220077 | CurrentTaxYearMinus1Year |
| Current Tax Year | 9088056 | CurrentTaxYear |
| Total | 44736742 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | 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) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 44736742 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 16582 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 44582 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5329 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 6636 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2844 | CurrentTaxYear |
| Total | 75973 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 16582 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 44582 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5329 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 6636 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2844 | CurrentTaxYear |
| Total | 75973 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 424 | CurrentTaxYearMinus3Years |
| Total | 424 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 8686202 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 8967066 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 8842258 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 9226713 | CurrentTaxYearMinus1Year |
| Current Tax Year | 9090900 | CurrentTaxYear |
| Total | 44813139 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.99830 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.99660 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00170 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.00270 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtc |
| Included On FS | 1 | IncludedOnFS |
| Explanation In Part XIII | X | ExplanationInPartXIII |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 12871 | OtherCostOrOtherBasis |
| Book Value | 12871 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 10074247 | OtherCostOrOtherBasis |
| Depreciation | 4102880 | Depreciation |
| Book Value | 5971367 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3176208 | OtherCostOrOtherBasis |
| Depreciation | 2919406 | Depreciation |
| Book Value | 256802 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 6241040 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (3 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| PEACE CHURCH RISK RETENTION GROUP | 610847 | F |
| FRIENDS MUTUAL HEALTH GROUP | 69000 | F |
| UST | 40960 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 720807 | TotalOfBookValueSecurities |
Other Assets OtherAssets (7 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| MEDICARE/MEDICAID RECEIVABLE | 738820 |
| MIP, INSURANCE, & REPAIR DEPOSITS | 48228 |
| RESERVE FOR REPLACEMENT | 396704 |
| FINANCING & BUILDING FEES | 1483371 |
| RESIDUAL RECEIPTS | 1438130 |
| RESIDENT FUNDS HELD BY QUAKER HEIGHTS | 11603 |
| DUE FROM AFFILITATES | 116373 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 4233229 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DUE TO QUAKER HEIGHTS FOUNDATION | $143,105 |
| DEFERRED REVENUE - SSA | $376,429 |
| RENTAL DEPOSITS | $5,545 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 525079 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART IV, LINE 2B: | FUNDS THE FACILITY IS REQUIRED BY THE STATE TO MAINTAIN AT THE RESIDENTS REQUEST. THIS MONEY BELONGS TO THE INDIVIDUAL RESIDENTS THEREFORE THERE IS AN OFFSETTING LIABILITY EQUAL TO THE ASSET ACCOUNT. | |
| PART X, LINE 2: | THE FRIENDS BOARDING HOME AND ITS RELATED ENTITY, QUAKER HEIGHTS FOUNDATION, INC., WERE ORGANIZED AS NOT-FOR-PROFIT CORPORATIONS AND HAVE SECURED TAX EXEMPT STATUS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. A PROVISION FOR INCOME TAXES IS NOT REQUIRED. THE SINGLE MEMBER ENTITY, QUAKER HEIGHTS, LLC, WAS FORMED TO HOLD TITLE TO THE NURSING HOME AND ASSISTED LIVING FACILITY PROPERTY AND EQUIPMENT. FORMATION OF THIS ENTITY WAS REQUIRED UNDER TERMS OF THE HUD-INSURED MORTGAGE. THE LLC IS A DISREGARDED ENTITY FOR FEDERAL AND STATE TAX PURPOSES AND IS REPORTED ON THE TAX RETURN OF FRIENDS BOARDING HOME. A PROVISION FOR INCOME TAXES IS NOT REQUIRED. WITH FEW EXCEPTIONS, THE ORGANIZATION'S FEDERAL INFORMATION RETURNS ARE NO LONGER SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE FOR YEARS BEFORE 2008. | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | ALICE PALMER AND WILSON PALMER HAVE A FAMILY RELATIONSHIP. AS PRESIDING CLERK OF THE BOARD OF THE FRIENDS HOME FOUNDATION, ALICE PALMER IS AN EX-OFFICIO MEMBER OF THIS ORGANIZATION'S BOARD. |
| FORM 990, PART VI, SECTION A, LINE 3 | DAYFIELD SENIOR SOLUTIONS, LLC PROVIDES ACCOUNTING SERVICES INCLUDING FINANCIAL REPORTING, COST REPORTING, BUDGET PREPARATION, ACCOUNTS RECEIVABLE AND ACCOUNTS PAYABLE SUPPORT. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE FRIENDS HOME OF THE OHIO VALLEY YEARLY MEETING OF THE RELIGIOUS SOCIETY OF FRIENDS APPROVES MEMBERS OF THE GOVERNING BODY. |
| FORM 990, PART VI, SECTION B, LINE 11 | FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR AND THE ORGANIZATION'S MANAGEMENT COMPANY (DAYFIELD SENIOR SOLUTIONS, LLC). A COPY IS PROVIDED TO ALL MEMBERS OF THE GOVERNING BODY PRIOR TO FILING FORM 990 WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION REQUIRES A SIGNED WRITTEN CONFLICT OF INTEREST POLICY BY THE BOARD MEMBERS ON A YEARLY BASIS. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD OF DIRECTORS WILL CONDUCT A WRITTEN ASSESSMENT OF THE PERFORMANCE OF THE EXECUTIVE DIRECTOR ANNUALLY. THE BOARD OF DIRECTORS USES CRITERIA FROM THE AMERICAN ASSOCIATION OF HOMES AND SERVICES FOR THE AGING TO ESTABLISH COMPENSATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 2B, DESCRIPTION OF FINANCIAL STATEMENT REPORTING: | THE ORGANIZATION'S FINANCIAL STATEMENTS WERE AUDITED BY AN INDEPENDENT ACCOUNTANT ON A CONSOLIDATED BASIS WITH QUAKER HEIGHTS LLC (A DISREGARDED ENTITY) AND QUAKER HEIGHTS FOUNDATION, INC. |
| FORM 990, PART XI, LINE 2C: | THE ORGANIZATION'S COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS HAS NOT CHANGED ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | QUAKER HEIGHTS LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 514 WEST HIGH STREET PO BOX 677 | AddressLine1 |
| City | WAYNESVILLE | City |
| State | OH | State |
| ZIP Code | 45068 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 310538523 | EIN |
| Primary Activities | OPERATE QUAKER HEIGHTS CARE COMMUNITY - NURSING HOME AND ASSISTED LIVING | PrimaryActivities |
| Legal Domicile State | OH | LegalDomicileState |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | QUAKER HEIGHTS FOUNDATION | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 232 | AddressLine1 |
| City | WAYNESVILLE | City |
| State | OH | State |
| ZIP Code | 45068 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311575048 | EIN |
| Primary Activities | TO SUPPORT ACTIVITIES OF FRIENDS BOARDING HOME, INC. | PrimaryActivities |
| Legal Domicile State | OH | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | LINE 13, TYPE I | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |