2013-05-10T08:56:02-05:00 2012-06-30 381357951 PLANTE & MORAN PLLC 65 EAST STATE ST STE 600 COLUMBUS OH 43215 990 2011-07-01 311340918 OHIO PRESBYTERIAN RETIREMENT SERVICES OHIO 6148887800 1001 KINGSMILL PARKWAY COLUMBUS OH 43229 LAURENCE C GUMINA 6148887800 2013-04-08 1 BERNIE OSTROWSKI P00366367 6148493000 2011 2016-02-24 21:20:13Z LAURENCE C GUMINA 1001 KINGSMILL PARKWAY COLUMBUS OH 43229 0 0 X WWW.OPRS.ORG X 1991 OH OHIO PRESBYTERIAN RETIREMENT SERVICES IS THE PARENT ORGANIZATION OF OHIO PRESBYTERIAN RETIREMENT SERVICES COMMUNITIES (OPRSC), OHIO PRESBYTERIAN RETIREMENT SERVICES FOUNDATION (OPRSF), AND SENIOR INDEPENDENCE (SI). 12 11 0 12 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1330180 1330180 0 0 1330180 1330180 X SEE SCHEDULE OOHIO PRESBYTERIAN RETIREMENT SERVICES IS THE PARENT ORGANIZATION OF OHIO PRESBYTERIAN RETIREMENT SERVICES COMMUNITIES (OPRSC) AND OHIO PRESBYTERIAN RETIREMENT SERVICES FOUNDATION (OPRSF). ITS PRIMARY EXEMPT PURPOSE IS TO PLAN, DIRECT, AND OVERSEE THE FUNCTIONS OF OPRSC, OPRSF, AND SI, ALL OF WHICH ARE ORGANIZATIONS EXEMPT UNDER IRC SECTION 501(C)(3). 0 0 0 0 0 PARENT COMPANY OF OPRS COMMUNITIES, OHIO PRESBYTERIAN RETIREMENT SERVICES FOUNDATION, AND SENIOR INDEPENDENCE. 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 12 11 0 0 0 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 0 OH X KENNETH A KEMPER 6148887800 1001 KINGSMILL PARKWAY COLUMBUS OH 43229 JUDITH BRIGGS 2.00 X 0 0 0 MARY HARVEY 2.00 X X 0 0 0 THEODORE G JENKINS 2.00 X 0 0 0 WILLIAM C LEITER 2.00 X X 0 0 0 DONALD L MALONE 2.00 X X 0 0 0 JOHN A PETERSON 2.00 X X 0 0 0 AMY J ROSCOE 2.00 X 0 0 0 STEVEN JOHNSTON 2.00 X 0 0 0 DENNIS SHERRY 2.00 X 0 0 0 DAVID J KAASA 10.00 X X 0 414124 6772 BILL DIGREZIO 2.00 X 0 0 0 FREDERICK C SMITH III 2.00 X 0 0 0 LAURENCE C GUMINA 10.00 X 0 0 0 KENNETH KEMPER 10.00 X 0 248266 575 THOMAS KELLY 10.00 X 0 179400 8098 0 841790 15445 0 0 1 0 0 0 0 0 0 0 0 0 0 979180 979180 351000 351000 1330180 1330180 0 0 X 1330180 1330180 1330180 1330180 1330180 1330180 0 0 X X 0 1 1 X 0 X X X 0 0 0 OPRS COMMUNITIES 344429863 9 1 1 1 0 SENIOR INDEPENDENCE 272564811 9 1 1 1 0 2 0 0 INVESTMENT IN AFFILIATE 351000 351000 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE CORPORATION RECORDS ANY ACCRUALS FOR UNCERTAIN TAX POSITIONS IN ACCORDANCE WITH ASC 740, INCOME TAXES. THE CORPORATION HAD NO ACCRUALS FOR UNCERTAIN TAX POSITIONS AT JUNE 30, 2012 OR 2011. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE CORPORATION AND RECOGNIZE A TAX LIABILTY IF THE CORPORATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS OR OTHER APPLICABLE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE CORPORATION REQUIRED TO FILE WITH THE IRS AND HAS CONCLUDED THAT AS OF JUNE 30, 2012, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. CERTAIN ORGANIZATIONS INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS ARE SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. MANAGEMENT BELEIVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2009. 0 0 0 0 0 0 0 0 0 DAVID J KAASA 0 371901 0 0 0 42223 0 0 0 6772 0 420896 0 0 KENNETH KEMPER 0 243931 0 0 0 4335 0 0 0 575 0 248841 0 0 THOMAS KELLY 0 171916 0 0 0 7484 0 100 0 7998 0 187498 0 0 SUPPLEMENTAL INFORMATION PART III PART I, LINE 3: THE ORGANIZATION ESTABLISHES THE COMPENSATION POLICY BUT THE COMPENSATION IS PAID FROM A RELATED ORGANIZATION. THE POLICY USED THE FOLLOWING METHODS TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL (DAVID J. KAASA): -COMPENSATION COMMITTEE -FORM 990 OF OTHER ORGANIZATIONS -COMPENSATION SURVEY OR STUDY -APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE FORM 990, PART VI, SECTION B, LINE 11 THE ORGANIZATION DELEGATES THE REVIEW OF THE 990 TO A BOARD MEMBER WITH SUFFICIENT EXPERIENCE TO EVALUATE THE CONTENT CONTAINED THEREIN. THE MEMBER THEN REPORTS HIS REVIEW FINDINGS TO THE BOARD AND FINANCE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD INQUIRES ABOUT CONFLICTS PRIOR TO EACH MEETING. ANNUALLY A WRITTEN DISCLOSURE IS CIRCULATED. IN ORDER TO CONTINUE SERVING, A MEMBER MUST COMPLETE THE WRITTEN DISCLOSURE. THE CORPORATE SECRETARY IS RESPONSIBLE FOR DETERMINING IF A CONFLICT OF INTEREST EXISTS. IF A CONFLICT OF INTEREST ARISES OR IS DISCOVERED, THE INDIVIDUAL WITH THE CONFLICT MUST EITHER RESOLVE THE CONFLICT OF INTEREST OR MUST NOT SERVE IN THE MATTER WHICH GIVES RISE TO THE CONFLICT. ANY MEMBERS INVOLVED IN A VOTING MATTER MUST RECUSE THEMSELVES, IE, NOT VOTE ON THE MATTER. FORM 990, PART VI, SECTION B, LINE 15 OHIO PRESBYTERIAN RETIREMENT SERVICES OVERSEES THE PROCESS FOR DETERMINING COMPENSATION OF TOP OFFICIALS. THE PROCESS IS TO COMPLETE A SURVEY OF TOP OFFICIALS OF SIMILAR ORGANIZATIONS USING 990 INFORMATION WHERE AVAILABLE. A REVIEW OF THE JOB PERFORMANCE IS COMPLETED ANNUALLY AND THE AVERAGE INCREASE OF EACH OPRS EMPLOYEE IS ALSO CONSIDERED. THIS PROCESS IS REVIEWED AND APPROVED BY THE COMPENSATION COMMITTEE. THIS PROCESS WAS COMPLETED IN 2011. THIS PROCESS IS REVIEWED AND APPROVED BY THE COMPENSATION COMMITTEE AND DOCUMENTED IN ITS MINUTES. FORM 990, PART VI, SECTION C, LINE 18 FORM 1023 AND FORM 990 ARE AVAILABLE UPON WRITTEN REQUEST. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE PROVIDED UPON WRITTEN REQUEST. FORM 990, PART XII, LINE 2C: THE AUDIT COMMITTEE IS RESPONSIBLE FOR OVERSIGHT OF THE AUDIT AND FOR SELECTION OF THE INDEPENDENT ACCOUNTANT. FORM 990, PART VII LAURENCE GUMINA WAS HIRED AFTER DECEMBER 31, 2011, THEREFORE HE DID NOT RECEIVE A W-2 FOR 2011 AND THUS COMPENSATION IS NOT DISCLOSED ON FORM 990, PART VII. FORM 990, PART VII DAVID KAASA AND KENNETH KEMPER WORKED 40-50 HOURS FOR RELATED ORGANIZATIONS. OHIO PRESBYTERIAN RETIREMENT SERVICES FOUNDATION 1001 KINGSMILL PARKWAY COLUMBUS OH 43229 311166164 SUPPORT OH 501(C)(3) LINE 11B, II OHIO PRESBYTERIAN RETIREMENT SERVICES 1 OHIO PRESBYTERIAN RETIREMENT SERVICES COMMUNITIES 1001 KINGSMILL PARKWAY COLUMBUS OH 43229 344429863 ADULT CARE OH 501(C)(3) LINE 9 OHIO PRESBYTERIAN RETIREMENT SERVICES 1 VINEYARD CONDOMINIUM ASSOCIATION 1001 KINGSMILL PARKWAY COLUMBUS OH 43229 262702410 MANAGEMENT OH 501(C)(4) N/A OPRS COMMUNITIES 1 SENIOR INDEPENDENCE 1001 KINGSMILL PARKWAY COLUMBUS OH 43229 272564811 ADULT CARE OH 501(C)(3) LINE 9 OHIO PRESBYTERIAN RETIREMENT SERVICES 1 OPRS DEVELOPMENT CORPORATION 1001 KINGSMILL PARKWAY COLUMBUS OH 43229 311166160 INACTIVE OH N/A C 1.00000 PORT CLINTON HOUSING PTNS INC 1001 KINGSMILL PARKWAY COLUMBUS OH 43229 341785661 INVESTMENT OH N/A C 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0 0 SENIOR INDEPENDENCE K 1494251 ALLOCATION