GRACEWORKS LUTHERAN SERVICES: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- GRACEWORKS LUTHERAN SERVICES (EIN 31-0540159)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-08-15
- IRS object ID
- 201202289349301810
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule J
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-08-15T09:58:57-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | 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 | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 310540159 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRACEWORKS LUTHERAN SERVICES | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | GRAC | NameControl |
| Phone | 9374366885 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICHAEL W ALLEN | Name |
| Title | V-P FINANCE & FACILITIES | Title |
| Phone | 9374366885 | Phone |
| Date Signed | 2012-07-26 | 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 | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | MICHAEL W ALLEN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| 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 | 61810426 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.GRACEWORKS.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1926 | YearFormation |
| State Legal Domicile | OH | StateLegalDomicile |
| Activity Or Mission Description | TO HELP PEOPLE EXPERIENCE DIGNITY & WHOLENESS IN RELATIONSHIP WITH GOD, FAMILY & COMMUNITY. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 13 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 13 | NbrIndependentVotingMembers |
| Total Nbr Employees | 952 | TotalNbrEmployees |
| Total Nbr Volunteers | 550 | TotalNbrVolunteers |
| Total Gross UBI | 5220 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1262983 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1110465 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 40952368 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 42226968 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 723301 | InvestmentIncomePriorYear |
| Investment Income Current Year | 9026982 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 22031 | OtherRevenuePriorYear |
| Other Revenue Current Year | 105036 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 42960683 | TotalRevenuePriorYear |
| Total Revenue Current Year | 52469451 | 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 | 24717463 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 25061467 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 241533 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 19227816 | OtherExpensePriorYear |
| Other Expenses Current Year | 19300531 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 43945279 | TotalExpensesPriorYear |
| Total Expenses Current Year | 44361998 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -984596 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 8107453 | RevenuesLessExpensesCY |
| Total Assets BOY | 113445303 | TotalAssetsBOY |
| Total Assets EOY | 118885953 | TotalAssetsEOY |
| Total Liabilities BOY | 75808418 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 73762638 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 37636885 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 45123315 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | IN RESPONSE TO JESUS CHRIST, GRACEWORKS LUTHERAN SERVICES HELPS PEOPLE EXPERIENCE DIGNITY AND WHOLENESS IN RELATIONSHIP WITH GOD, FAMILY AND COMMUNITY. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 36964926 | Expense |
| Revenue | 41747821 | Revenue |
| Description | BETHANY VILLAGE: BETHANY VILLAGE PROVIDED HEALTH AND RESIDENTIAL SERVICES TO NEARLY 750 ELDERLY PEOPLE WHO LIVE AT BETHANY VILLAGE (BETHANY), A STATE-OF-THE-ART CONTINUING CARE RETIREMENT COMMUNITY THAT INCLUDES A CHRONIC AND SUB ACUTE HEALTHCARE FACILITY (LINDEN HOUSE), AN ASSISTED LIVING FACILITY (PAVILION) AND INDEPENDENT LIVING RESIDENCES (VISTA PLACE, HOMESTEAD, PARK RIDGE PLACE, COTTAGES AND VILLAS). BETHANY PROVIDED SHORT-TERM, GOAL-ORIENTED THERAPY TO 710 PEOPLE AT THE BETHANY REHABILITATION CENTER. SIXTY-ONE PERCENT OF THE PEOPLE SERVED RETURNED TO THEIR PREVIOUS HOMES AFTER RECOVERY. BETHANY PROVIDED $3.8 MILLION IN UNCOMPENSATED CHARITABLE CARE DURING THE PERIOD. ALL RESIDENTS, REGARDLESS OF ABILITY TO PAY, RECEIVE PRIVATE ROOMS AND HOLISTIC CARE THAT PROVIDES FOR THEIR PHYSICAL, SOCIAL, PSYCHOLOGICAL, EMOTIONAL AND SPIRITUAL NEEDS. VOLUNTEER SERVICES PROVIDED OPPORTUNITIES FOR 321 VOLUNTEERS TO FAITHFULLY CARE FOR THE NEEDS OF THOSE WHOM WE SERVE THROUGH 34,712 HOURS OF SERVICES AT BETHANY VILLAGE. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1188108 | Expense |
| Revenue | 479147 | Revenue |
| Description | COMMUNITY CARE: CONSUMER CREDIT COUNSELING SERVICE (CCCS) HELPED NEARLY 2,300 PEOPLE EXPERIENCE ONE-ON-ONE FINANCIAL COUNSELING AND HELPED 915 PEOPLE MANAGE THEIR DEBTS THROUGH THE CCCS DEBT MANAGEMENT PROGRAM. CCCS ENABLED 20 FAMILIES TO BECOME HOMEOWNERS AND HELPED 257 FAMILIES TO AVOID FORECLOSURE. NEARLY 580 INDIVIDUALS RECEIVED BANKRUPTCY PRE-FILING COUNSELING AND 300 INDIVIDUALS RECEIVED BANKRUPTCY PRE-DISCHARGE FINANCIAL EDUCATION. APPROXIMATELY 1,100 INDIVIDUALS LEARNED HOW TO MANAGE THEIR FINANCES THROUGH FINANCIAL EDUCATION CLASSES OR WORKSHOPS. ANOTHER 3,600 INDIVIDUALS LEARNED ABOUT AVAILABLE SERVICES THROUGH OUTREACH PRESENTATIONS. AN ADDITIONAL 2,200 INDIVIDUALS BENEFITED FROM RESPONSES BY CCCS TO FINANCIALLY RELATED INQUIRIES. FRIENDS AT HOME EMPOWERED 32 SENIOR VOLUNTEERS TO PROVIDE COMPANIONSHIP SERVICES THAT SUPPORTED 35 INDEPENDENT SENIORS IN THEIR DESIRE TO LIVE IN THEIR HOMES LONGER. HOMELESSNESS PREVENTION AND RAPID REHOUSING PROGRAM PROVIDED FINANCIAL ASSISTANCE FOR RENT AND RENT ARREARS TO 33 FAMILIES, CONSISTING OF 70 INDIVIDUALS AT IMMINENT RISK OF HOMELESSNESS, FROM LOSING THEIR HOUSING IN MONTGOMERY COUNTY. PROGRAM SERVICE ENDED JUNE 30, 2011 FULFILLING THE TERMS OF A CONTRACT WITH MONTGOMERY COUNTY. INTERFAITH CARE TEAM MINISTRY PROVIDED CASE MANAGEMENT SERVICES TO 33 FAMILIES IN TARGETED NEIGHBORHOODS. IN ADDITION, EMERGENCY ASSISTANCE WAS PROVIDED TO 328 INDIVIDUALS THROUGH THIS PROGRAM. THE PROGRAM CLOSED JUNE 30, 2011 WHEN MONTGOMERY COUNTY FUNDING CONCLUDED. THE PREBLE COUNTY EMERGENCY ASSISTANCE PROGRAM PROVIDED FOOD, CLOTHING AND FINANCIAL ASSISTANCE FOR SHELTER, UTILITIES AND MEDICATIONS TO 5,888 INDIVIDUALS. THOUSANDS MORE RECEIVED AFFORDABLE CLOTHING AND HOUSEHOLD ITEMS AT THE ONCE AROUND THRIFT SHOP IN EATON. SENIOR COMPANION PROGRAM PROVIDED FULFILLING OPPORTUNITIES FOR 40 INCOME-ELIGIBLE OLDER ADULTS TO PROVIDE FRIENDSHIP AND ASSISTANCE TO 187 ELDERLY PERSONS WHO WERE ABLE TO MAINTAIN INDEPENDENCE IN THEIR OWN HOMES. VOLUNTEER SERVICES PROVIDED OPPORTUNITIES FOR 91 VOLUNTEERS TO FAITHFULLY CARE FOR THE NEEDS OF THOSE WHOM WE SERVE THROUGH 49,105 HOURS OF VARIOUS SUBSIDIZED CHARITABLE SERVICES. COMMUNITY CARE PROVIDED $518,926 IN UNCOMPENSATED CHARITABLE SERVICES DURING THE PERIOD TO PEOPLE WHO NEEDED COUNSELING AND TO PEOPLE WITH LIMITED RESOURCES. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 38153034 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | 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 | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | 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 | 1 | 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 | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| 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 | 1 | 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 | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 1 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 114 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 952 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| 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 | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| 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 | 13 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 13 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 1 | LocalChapters |
| Policies Reference Chapters | 1 | PoliciesReferenceChapters |
| 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 | MICHAEL W ALLEN V-P FINANCE & FAC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 9374366885 | TelephoneNumber |
Address US AddressUS
| 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 Form990PartVIISectionA (24 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| RONALD A LONG | |||||||
| BOARD - CHAIR | 5.00 | X | X | 0 | 0 | 0 | |
| DR GEORGE R BROWN | |||||||
| BOARD - VICE CHAIR | 5.00 | X | X | 0 | 0 | 0 | |
| STEPHEN B HOFFSIS | |||||||
| BOARD - SECRETARY UNTIL 5/10/11 | 5.00 | X | X | 0 | 0 | 0 | |
| MARILYN K SHANNON | |||||||
| BOARD - SECRETARY AT 5/10/11 | 3.00 | X | X | 0 | 0 | 0 | |
| REV LISA A ARRINGTON | |||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | ||
| SALLY D BEALS | |||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | ||
| REV JOHN F BRADOSKY | |||||||
| DIRECTOR - UNTIL 4/24/11 | 3.00 | X | 0 | 0 | 0 | ||
| FLOYD EVANS JR | |||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | ||
| DONALD E KALB | |||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | ||
| JUDY A KALTHOFF | |||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | ||
| JOYCE RUTHERFORD-DONNER | |||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | ||
| RONALD C SCHNEIDER | |||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | ||
| VIOLET G SHARPE | |||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | ||
| JEFFREY R TEETERS | |||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | ||
| RONALD D WINE | |||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | ||
| WILLIS O SERR II | |||||||
| PRESIDENT & CEO | 40.00 | X | 373270 | 0 | 32406 | ||
| MICHAEL W ALLEN | |||||||
| V-P FINANCE & FACILITIES | 40.00 | X | 205826 | 0 | 22896 | ||
| PAMELA E BLUMENSHEID | |||||||
| V-P MARKETING & PR UNTIL 9/16/11 | 40.00 | X | 107025 | 0 | 16991 | ||
| REV JAMES V BOSSE | |||||||
| V-P COMMUNITY & ORG CARE | 40.00 | X | 136242 | 0 | 56325 | ||
| JUDY A BUDI | |||||||
| V-P RESIDENTIAL CARE | 40.00 | X | 161226 | 0 | 24091 | ||
| DAVID V VANDERCHER | |||||||
| V-P HUMAN RESOURCES | 40.00 | X | 142005 | 0 | 17896 | ||
| JOHN M BRINKMAN | |||||||
| ADMINISTRATOR | 40.00 | 125765 | 0 | 22160 | X | ||
| MATTHEW J CASSIDY | |||||||
| MANAGER, THERAPY SERVICES | 40.00 | 104638 | 0 | 19752 | X | ||
| DWIGHT D MORGAN | |||||||
| DIRECTOR, TIS | 40.00 | 126327 | 0 | 12136 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1482324 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 224653 | TotalOtherCompensation |
| Number Individuals GT100 K | 9 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | 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 |
|---|---|---|---|---|---|
| OBERER THOMPSON COMPANY | |||||
| 9080 SPRINGBORO PIKE | MIAMISBURG | OH | 45342 | CONSTRUCTION SERVICES | 1922874 |
| COPELAND ROOFING SIDING & WINDOWS | |||||
| 4080 DAYTON-XENIA ROAD | DAYTON | OH | 45432 | CONSTRUCTION SERVICES | 344637 |
| ML TAYLOR CONSTRUCTION INC | |||||
| 2146 TROY AVENUE | NEW CASTLE | IN | 47362 | CONSTRUCTION SERVICES | 265676 |
| GLYNN DEVINS INC | |||||
| 11230 COLLEGE BLVD | OVERLAND PARK | KS | 66210 | ADVERTISING & MARKETING SERVICES | 256546 |
| SHUSTER ARTHUR INC | |||||
| PO BOX 131115 | ST PAUL | MN | 55113 | INTERIOR DESIGN SERVICES | 195485 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 6 | NumberOfContractorsGT100K |
| Federated Campaigns | 69207 | FederatedCampaigns |
| Fundraising Events | 7020 | FundraisingEvents |
| Government Grants | 326735 | GovernmentGrants |
| All Other Contributions | 707503 | AllOtherContributions |
| Noncash Contributions | 21718 | NoncashContributions |
| Total Contributions | 1110465 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| BETHANY VILLAGE RESIDE | 623000 | 27441480 | 27441480 |
| MEDICARE/MEDICAID REVE | 623990 | 12795074 | 12795074 |
| RELATED ENTITY MGMT SE | 541610 | 1511267 | 1511267 |
| COMMUNITY CARE SERVICE | 623000 | 479147 | 479147 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 42226968 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 494227 | TotalRevenueColumn |
| Exclusion | $494,227 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 88924 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 88924 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 88924 | TotalRevenueColumn |
| Exclusion | $88,924 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 8726888 | Securities |
| Other | 9099774 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 7722999 | Securities |
| Other | 1570908 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1003889 | Securities |
| Other | 7528866 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 8532755 | TotalRevenueColumn |
| Exclusion | $8,532,755 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 27171 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 7020 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 20779 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 6392 | TotalRevenueColumn |
| Exclusion | $6,392 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 30789 | GrossSalesOfInventory |
| Cost Of Goods Sold | 26289 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4500 | TotalRevenueColumn |
| Exclusion | $4,500 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BOOKKEEPING FEES | Description |
| Business Code | 541200 | BusinessCode |
| Total Revenue Column | 5220 | TotalRevenueColumn |
| Unrelated Business Revenue | 5220 | UnrelatedBusinessRevenue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 5220 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 52469451 | TotalRevenueColumn |
| Related Or Exempt Function Income | 42226968 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 5220 | UnrelatedBusinessRevenue |
| Exclusion | $9,126,798 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1296199 | Total |
| Management And General | 1276942 | ManagementAndGeneral |
| Fundraising | 19257 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18574458 | Total |
| Program Services | 16230431 | ProgramServices |
| Management And General | 2247076 | ManagementAndGeneral |
| Fundraising | 96951 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 827060 | Total |
| Program Services | 693724 | ProgramServices |
| Management And General | 127592 | ManagementAndGeneral |
| Fundraising | 5744 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2302576 | Total |
| Program Services | 2011221 | ProgramServices |
| Management And General | 283039 | ManagementAndGeneral |
| Fundraising | 8316 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2061174 | Total |
| Program Services | 1811986 | ProgramServices |
| Management And General | 241725 | ManagementAndGeneral |
| Fundraising | 7463 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 201451 | Total |
| Program Services | 167719 | ProgramServices |
| Management And General | 33732 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 79880 | Total |
| Management And General | 79880 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 223307 | Total |
| Management And General | 223307 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 437906 | Total |
| Program Services | 412446 | ProgramServices |
| Management And General | 23162 | ManagementAndGeneral |
| Fundraising | 2298 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 282356 | Total |
| Program Services | 149334 | ProgramServices |
| Management And General | 110879 | ManagementAndGeneral |
| Fundraising | 22143 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4042398 | Total |
| Program Services | 4003258 | ProgramServices |
| Management And General | 39140 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 88800 | Total |
| Program Services | 76990 | ProgramServices |
| Management And General | 10963 | ManagementAndGeneral |
| Fundraising | 847 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26479 | Total |
| Program Services | 4206 | ProgramServices |
| Management And General | 22039 | ManagementAndGeneral |
| Fundraising | 234 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1833752 | Total |
| Program Services | 1833752 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5135440 | Total |
| Program Services | 4949171 | ProgramServices |
| Management And General | 186269 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 384851 | Total |
| Program Services | 348130 | ProgramServices |
| Management And General | 36721 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| DRUGS & LAB | 1383661 | 1383661 | ||
| FOOD | 1194169 | 1188243 | 5117 | 809 |
| SUPPLIES | 934824 | 900664 | 33736 | 424 |
| REPAIR & MAINTENANCE | 842478 | 671673 | 161933 | 8872 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2208779 | Total |
| Program Services | 1316425 | ProgramServices |
| Management And General | 824179 | ManagementAndGeneral |
| Fundraising | 68175 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 44361998 | Total |
| Program Services | 38153034 | ProgramServices |
| Management And General | 5967431 | ManagementAndGeneral |
| Fundraising | 241533 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8097207 | BOY |
| EOY | 4582094 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11502911 | BOY |
| EOY | 12129396 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 850000 | BOY |
| EOY | 850000 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 174628 | BOY |
| EOY | 180403 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 874104 | BOY |
| EOY | 994367 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 119628525 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 50494594 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 70667130 | BOY |
| EOY | 69133931 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20490799 | BOY |
| EOY | 30334622 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 60932 | BOY |
| EOY | 98217 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 727592 | BOY |
| EOY | 582923 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 113445303 | BOY |
| EOY | 118885953 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6413116 | BOY |
| EOY | 5981116 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22972597 | BOY |
| EOY | 22105157 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 45945000 | BOY |
| EOY | 45295000 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18705 | BOY |
| EOY | 18365 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 459000 | BOY |
| EOY | 363000 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 75808418 | BOY |
| EOY | 73762638 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35636684 | BOY |
| EOY | 42936675 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1838422 | BOY |
| EOY | 2024861 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 161779 | BOY |
| EOY | 161779 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37636885 | BOY |
| EOY | 45123315 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 113445303 | BOY |
| EOY | 118885953 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 8107453 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -621023 | 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 |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| 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 | 1469399 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1582435 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1256800 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1262983 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1110465 | CurrentTaxYear |
| Total | 6682082 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 35519402 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 37704711 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 40116266 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 41007804 | CurrentTaxYearMinus1Year |
| Current Tax Year | 42284928 | CurrentTaxYear |
| Total | 196633111 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 36988801 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 39287146 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 41373066 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 42270787 | CurrentTaxYearMinus1Year |
| Current Tax Year | 43395393 | CurrentTaxYear |
| Total | 203315193 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 59064 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 45420 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 50857 | CurrentTaxYearMinus1Year |
| Current Tax Year | 53926 | CurrentTaxYear |
| Total | 209267 | 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 Minus3 Years | 59064 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 45420 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 50857 | CurrentTaxYearMinus1Year |
| Current Tax Year | 53926 | CurrentTaxYear |
| Total | 209267 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 203105926 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 706141 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 781258 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 524884 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 434478 | CurrentTaxYearMinus1Year |
| Current Tax Year | 583151 | CurrentTaxYear |
| Total | 3029912 | Total |
Post1975 UBTI Post1975UBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 32909 | CurrentTaxYearMinus3Years |
| Total | 32909 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 706141 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 814167 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 524884 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 434478 | CurrentTaxYearMinus1Year |
| Current Tax Year | 583151 | CurrentTaxYear |
| Total | 3062821 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 37694942 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 40101313 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 41897950 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 42705265 | CurrentTaxYearMinus1Year |
| Current Tax Year | 43978544 | CurrentTaxYear |
| Total | 206378014 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.98410 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.98030 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.01480 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.01890 | 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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | Volunteers |
| Paid Staff Or Management | 1 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 0 | MailingsMembers |
| Publications Or Broadcast | 0 | PublicationsOrBroadcast |
| Grants Other Organizations | 0 | GrantsOtherOrganizations |
| Direct Contact Legislators | 1 | DirectContactLegislators |
| Direct Contact Legislators | $0 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | 0 | RalliesDemonstrations |
| Other Activities | 1 | OtherActivities |
| Other Activities | $2,205 | OtherActivitiesAmount |
| Total Lobbying Expenditures IIB | 2205 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | 0 | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION OF OTHER LOBBYING ACTIVITIES: | Identifier |
| Return Reference | PART II-B, LINE 1I: | ReturnReference |
| 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 LEADINGAGE OHIO (FKA AOPHA), THE ADVOCATE OF NOT-FOR-PROFIT SERVICES FOR OLDER OHIOANS. THE PORTION OF THESE DUES ALLOCABLE TO LOBBYING EFFORTS IN 2011 IS $2,205. | Explanation |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtc |
| Included On FS | 1 | IncludedOnFS |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 410953 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 20463 | InvestmentEarningsOrLosses |
| Other Expenditures | 2461 | OtherExpenditures |
| End Of Year Balance | 428955 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 364799 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 61086 | InvestmentEarningsOrLosses |
| Other Expenditures | 2932 | OtherExpenditures |
| Administrative Expenses | 12000 | AdministrativeExpenses |
| End Of Year Balance | 410953 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 345731 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 39705 | InvestmentEarningsOrLosses |
| Other Expenditures | 4637 | OtherExpenditures |
| Administrative Expenses | 16000 | AdministrativeExpenses |
| End Of Year Balance | 364799 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 403350 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -53679 | InvestmentEarningsOrLosses |
| Other Expenditures | 3940 | OtherExpenditures |
| End Of Year Balance | 345731 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 0.37720 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.62280 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 898351 | OtherCostOrOtherBasis |
| Book Value | 898351 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 98702618 | OtherCostOrOtherBasis |
| Depreciation | 36871768 | Depreciation |
| Book Value | 61830850 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3653663 | OtherCostOrOtherBasis |
| Depreciation | 2631282 | Depreciation |
| Book Value | 1022381 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 16373893 | OtherCostOrOtherBasis |
| Depreciation | 10991544 | Depreciation |
| Book Value | 5382349 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 69133931 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OBLIGATION TO PROVIDE FUTURE SERVICES | Description |
| Amount | $363,000 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 363000 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART IV, LINE 2B: | AS PART OF THE CONSUMER CREDIT COUNSELING SERVICE, THE ORGANIZATION OFFERS A DEBT MANAGEMENT PLAN. PARTICIPANTS IN THIS PLAN MAKE DEPOSITS INTO AN ESCROW ACCOUNT AND THESE FUNDS ARE USED TO MAKE MONTHLY PAYMENTS TO CREDITORS TO APY DOWN THE CONSUMER'S OUTSTANDING DEBT WITHIN 60 MONTHS. 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. | |
| PART V, LINE 4: | PERMANENTLY RESTRICTED FUNDS: DISTRIBUTIONS FROM THE EMMA IVY FUND SUBSIDIZE MAINTENANCE OF PERMANENT ADOPTION RECORDS INCLUDING STAFFING TO RESPOND TO INQUIRIES AND FACILITATE CORRESPONDENCE AMONG BIRTH PARENTS, ADOPTIVE PARENTS, AND ADOPTED CHILDREN. THE SLOAN ENDOWMENT FUND IS INTENDED TO ESTABLISH AN EDUCATIONAL TRUST TO PROVIDE EDUCATIONAL SCHOLARSHIPS AND EDUCATION TO NURSING ASSISTANTS, REGISTERED NURSES AND LICENSED PROFESSIONAL NURSES FOR STUDIES IN BASIC SCIENCES. | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: |
| PART X: | INCOME TAX FOOTNOTE FROM THE DECEMBER 31, 2011 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 2011 OR 2010. 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 2008. | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GOLF OUTING | NameOfEvent1 |
| Gross Receipts Event1 | 34191 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 7020 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 27171 | GrossRevenueEvent1 |
| Non Cash Prizes Event1 | 6711 | NonCashPrizesEvent1 |
| Other Direct Expenses Event1 | 14068 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 34191 | GrossReceiptsTotal |
| Charitable Contributions Total | 7020 | CharitableContributionsTotal |
| Gross Revenue Total Events | 27171 | GrossRevenueTotalEvents |
| Non Cash Prizes Total Events | 6711 | NonCashPrizesTotalEvents |
| Other Direct Expenses Total Events | 14068 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 20779 | DirectExpenseSummaryEvents |
| Net Income Summary | 6392 | NetIncomeSummary |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (5 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WILLIS O SERR II | |||||||||||||
| 361715 | 0 | 0 | 0 | 11555 | 0 | 14700 | 0 | 17706 | 0 | 405676 | 0 | 0 | 0 |
| MICHAEL W ALLEN | |||||||||||||
| 204829 | 0 | 0 | 0 | 997 | 0 | 12547 | 0 | 10349 | 0 | 228722 | 0 | 0 | 0 |
| REV JAMES V BOSSE | |||||||||||||
| 134556 | 0 | 0 | 0 | 1686 | 0 | 10398 | 0 | 45927 | 0 | 192567 | 0 | 0 | 0 |
| JUDY A BUDI | |||||||||||||
| 160730 | 0 | 0 | 0 | 496 | 0 | 10023 | 0 | 14068 | 0 | 185317 | 0 | 0 | 0 |
| DAVID V VANDERCHER | |||||||||||||
| 140145 | 0 | 0 | 0 | 1860 | 0 | 8792 | 0 | 9104 | 0 | 159901 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| 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): $7,199 |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (2 entries)
| Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|
| CITY OF CENTERVILLE OHIO - SERIES 2007A HEALTH CARE REVENUE BONDS | |||||||
| 316001036 | 152241AN5 | 2007-08-31 | 30976474 | SEE SCHEDULE K, PART V | 0 | 0 | 0 |
| CITY OF CENTERVILLE OHIO - SERIES 2007B HEALTH CARE REVENUE BONDS | |||||||
| 316001036 | 152241AP0 | 2007-08-31 | 23800000 | SEE SCHEDULE K, PART V | 0 | 0 | 0 |
Form990 Schedule K Part II Form990ScheduleKPartII (2 entries)
| Amount RetiredAmountRetired | Total ProceedsTotalProceeds | Amount In Reserve FundAmountInReserveFund | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Capital ExpendituresCapitalExpenditures | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind | Refunding EscrowRefundingEscrow | Credit EnhancementCreditEnhancement |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 500000 | 30976474 | 2375045 | 528552 | 28131197 | 2009 | 0 | 0 | 1 | 1 | ||
| 8955000 | 23800000 | 283101 | 15452993 | 2009 | 0 | 0 | 1 | 1 | 7750000 | 313906 |
Form990 Schedule K Part III Form990ScheduleKPartIII (2 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI | Total Private Business UseTotalPrivateBusinessUse | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0 | 0.01000 | 0.00000 | 0.01000 | 1 |
| 0 | 0 | 0 | 0 | 0.01000 | 0.00000 | 0.01000 | 1 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (2 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate |
|---|---|---|---|---|---|
| 0 | 0 | 0 | 0 | 0 | 1 |
| 0 | 1 | 0 | 0 | 0 | 1 |
Form990 Schedule K Part VI Form990ScheduleKPartVI (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| FORM 990, SCHEDULE K, PART I, LINES A AND B, COLUMN (F): | DESCRIPTION OF PURPOSE | THE SERIES 2007 BONDS WERE ISSUED TO (I) FINANCE THE EXPANSION AND RENOVATION OF THE CONTINUING-CARE RETIREMENT COMMUNITY OWNED AND OPERATED BY GRACEWORKS LUTHERAN SERVICES (THE "CORPORATION") KNOWN AS "BETHANY VILLAGE," (II) REFUND CERTAIN OUTSTANDING BONDS PREVIOUSLY ISSUED ON BEHALF OF THE CORPORATION, (III) PAY CAPITALIZED INTEREST ON THE 2007 BONDS, (IV) FUND A DEBT SERVICE RESERVE FUND FOR THE SERIES 2007A BONDS, AND (V) PAY A PORTION OF THE COSTS OF ISSUANCE OF THE SERIES 2007 BONDS. PROCEEDS FROM THE 2007 SERIES A BONDS WERE USED EXCLUSIVELY ON PROJECT CONSTRUCTION. MORE SPECIFICALLY, THE USE OF PROCEEDS FROM SERIES B OF THE TOTAL SERIES 2007 ISSUE WERE GENERALLY ALLOCATED 2/3 FOR THE USES NOTED ABOVE, EXCLUSIVE OF THE REFERENCED REFUNDING OF CERTAIN OUTSTANDING BONDS PREVIOUSLY ISSUED ON BEHALF OF THE CORPORATION, AND 1/3 FOR THE REFERENCED REFUNDING ALONE. |
| FORM 990, SCHEDULE K, PART III, LINE 4, COLUMNS A AND B: | STATEMENT REGARDING PRIVATE BUSINESS USE | ANY PRIVATE BUSINESS USE OF BOND FINANCED PROPERTY IS LESS THAN 1% OF TOTAL USE OF THE PROPERTY. |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | LARRY A HOFFSIS | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | FATHER OF BOARD MEMBER STEPHEN HOFFSIS | Relationship |
| Amount Of Transaction | 45331 | AmountOfTransaction |
| Description Of Transaction | PASTOR LARRY IS AN INDEPENDENT CONTRACTOR WHO PROVIDES PASTORAL SERVICES TO GRACEWORKS. | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART IV, LINE 33: | GW REAL PROPERTY, LLC WAS FORMED IN 2009. GRACEWORKS IS THE SOLE MEMBER OF THE COMPANY. | |
| FORM 990, PART VI, SECTION A, LINE 6 | THE MEMBERS OF THE ORGANIZATION ARE LUTHERAN CONGREGATIONS IN FORMAL COVENANT RELATIONSHIP WITH THE ORGANIZATION AS DESCRIBED IN ITS CODE OF REGULATIONS. | |
| FORM 990, PART VI, SECTION A, LINE 7A | THE ORGANIZATION'S MEMBERS SEND DELEGATES TO AN ANNUAL MEETING WHEREIN MEMBERS ARE ELECTED TO THE GOVERNING BODY. | |
| FORM 990, PART VI, SECTION B, LINE 11 | ANNUALLY, THE FORM 990 IS PROVIDED TO THE ORGANIZATION'S CEO, VP - FINANCE & FACILITIES, AND OTHER SENIOR FINANCE 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 WITHIN THE GEOGRAPHIC SERVICE TERRITORY OF GRACEWORKS LUTHERAN SERVICES 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 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -621,023. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| 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
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GW REAL PROPERTY LLC | BusinessNameLine1 |
Address US AddressUS
| 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) |
|---|---|---|
| EIN | 270731990 | EIN |
| Primary Activities | TO HOLD REAL ESTATE | PrimaryActivities |
| Legal Domicile State | OH | LegalDomicileState |
| Total Income | 0 | TotalIncome |
| EOY Assets | 212979 | EOYAssets |
| 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 | GRACEWORKS LUTHERAN SERVICES HEALTH BENEFIT TRUST | BusinessNameLine1 |
Address US AddressUS
| 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) |
|---|---|---|
| EIN | 311273785 | EIN |
| Primary Activities | GRACEWORKS LUTHERAN SERVICES HEALTH BENEFIT TRUST | PrimaryActivities |
| Legal Domicile State | OH | LegalDomicileState |
| Exempt Code Section | 501(C)(9) | ExemptCodeSection |
| 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 |
| 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 | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (30 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| HEALTH AT HOME LLC | ||
| Q | 150000 | COST |
| HANDS AT HOME LLC | ||
| Q | 50000 | COST |
| GRACEWORKS LUTHERAN SERVICES HEALTH BENEFIT TRUST | ||
| Q | 2478256 | COST |
| GRACEWORKS ENHANCED LIVING | ||
| P | 2430511 | COST |
| GRACEWORKS HOUSING SERVICES | ||
| P | 656604 | COST |
| MIAMI VALLEY LUTHERAN HOUSING ASSOC OF IN XI INC | ||
| P | 83303 | COST |
| MIAMI VALLEY LUTHERAN HOUSING ASSOC OF IN INC | ||
| P | 133317 | COST |
| MIAMI VALLEY LUTHERAN HOUSING ASSOC OF IN II INC | ||
| P | 85373 | COST |
| MIAMI VALLEY LUTHERAN HOUSING ASSOC OF IN III INC | ||
| P | 226005 | COST |
| MIAMI VALLEY LUTHERAN HOUSING ASSOC OF IN IV INC | ||
| P | 95682 | COST |
| MIAMI VALLEY LUTHERAN HOUSING ASSOC OF IN V INC | ||
| P | 139693 | COST |
| MIAMI VALLEY LUTHERAN HOUSING ASSOC OF IN VII INC | ||
| P | 99467 | COST |
| MIAMI VALLEY LUTHERAN HOUSING ASSOC OF IN IX INC | ||
| P | 33977 | COST |
| MIAMI VALLEY LUTHERAN HOUSING ASSOC OF IN VIII INC | ||
| P | 83800 | COST |
| MIAMI VALLEY LUTHERAN HOUSING ASSOC OF IN X INC | ||
| P | 82018 | COST |
| MIAMI VALLEY LUTHERAN HOUSING ASSOCIATION OF KY INC | ||
| P | 127526 | COST |
| MIAMI VALLEY LUTHERAN HOUSING ASSOCIATION IV INC | ||
| P | 125878 | COST |
| MIAMI VALLEY LUTHERAN HOUSING ASSOCIATION II INC | ||
| P | 86047 | COST |
| MIAMI VALLEY LUTHERAN HOUSING ASSOCIATION INC | ||
| P | 80611 | COST |
| ST MARK HOUSING ASSOCIATION INC | ||
| P | 42022 | COST |
| MIAMI VALLEY LUTHERAN HOUSING ASSOCIATION V INC | ||
| P | 114641 | COST |
| REDEEMER HOUSING ASSOCIATION INC | ||
| P | 174938 | COST |
| COMMUNITY ALTERNATIVE HOUSING ASSOC II INC | ||
| P | 6461 | COST |
| MIAMI VALLEY LUTHERAN HOUSING ASSOCIATION III INC | ||
| P | 3381 | COST |
| WE CARE HOMES II INC | ||
| P | 3807 | COST |
| IMMANUEL HOUSING ASSOCIATION II INC | ||
| P | 2178 | COST |
| IMMANUEL HOUSING ASSOCIATION INC | ||
| P | 2178 | COST |
| IMMANUEL HOUSING ASSOCIATION III INC | ||
| P | 5602 | COST |
| HEALTH AT HOME LLC | ||
| P | 50000 | COST |
| HANDS AT HOME LLC | ||
| P | 92917 | COST |
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