GRACEWORKS LUTHERAN SERVICES: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- GRACEWORKS LUTHERAN SERVICES (EIN 31-1325015)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-08-15
- IRS object ID
- 201212289349301716
- 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 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 | 311325015 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRACEWORKS LUTHERAN SERVICES AFFILIATES | BusinessNameLine1 |
| Business Name Line2 | GROUP RETURN | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | TREASURER | 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 | 20692764 | GrossReceipts |
| Group Return For Affiliates | 1 | GroupReturnForAffiliates |
| All Affiliates Included | 1 | AllAffiliatesIncluded |
| Group Exemption Number | 5133 | GroupExemptionNumber |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.GRACEWORKS.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Activity Or Mission Description | TO HELP PEOPLE EXPERIENCE DIGNITY & WHOLENESS IN RELATIONSHIP WITH GOD, FAMILY & COMMUNITY. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 15 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 11 | NbrIndependentVotingMembers |
| Total Nbr Employees | 317 | TotalNbrEmployees |
| Total Nbr Volunteers | 352 | TotalNbrVolunteers |
| Total Gross UBI | 36074 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -25417 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 32157 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 65318 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 18536888 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 19691407 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 12347 | InvestmentIncomePriorYear |
| Investment Income Current Year | -35250 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 1245482 | OtherRevenuePriorYear |
| Other Revenue Current Year | 756932 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 19826874 | TotalRevenuePriorYear |
| Total Revenue Current Year | 20478407 | 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 | 9540222 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 10319463 | 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 | 10534764 | OtherExpensePriorYear |
| Other Expenses Current Year | 10647882 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 20074986 | TotalExpensesPriorYear |
| Total Expenses Current Year | 20967345 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -248112 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -488938 | RevenuesLessExpensesCY |
| Total Assets BOY | 29411539 | TotalAssetsBOY |
| Total Assets EOY | 30083193 | TotalAssetsEOY |
| Total Liabilities BOY | 39155598 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 40316190 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | -9744059 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | -10232997 | 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 | 11087027 | Expense |
| Revenue | 12272933 | Revenue |
| Description | GRACEWORKS ENHANCED LIVING: GRACEWORKS ENHANCED LIVING PROVIDED A SAFE, CARING ENVIRONMENT FOR MORE THAN 150 INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES IN 28 RESIDENCES IN BUTLER, GREENE, HAMILTON AND MONTGOMERY COUNTIES. A DAY PROGRAM IN HAMILTON COUNTY PROVIDED RECREATIONAL DAY HABILITATION SERVICES FOR ANOTHER 31 ADULTS WITH DEVELOPMENTAL DISABILITIES. VOLUNTEER SERVICES PROVIDED OPPORTUNITIES FOR 20 VOLUNTEERS TO FAITHFULLY CARE FOR THE NEEDS OF THOSE WHOM WE SERVE THROUGH 547 HOURS OF VARIOUS SUBSIDIZED CHARITABLE SERVICES. GRACEWORKS ENHANCED LIVING PROVIDED $37,872 IN UNCOMPENSATED CHARITABLE SERVICES DURING THE PERIOD TO PEOPLE WITH LIMITED RESOURCES. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 6194125 | Expense |
| Revenue | 6687684 | Revenue |
| Description | GRACEWORKS HOUSING SERVICES: GRACEWORKS HOUSING SERVICES PROVIDED AFFORDABLE HOUSING FOR MORE THAN 700 ELDERLY OR DISABLED INDIVIDUALS WITH LIMITED FINANCIAL RESOURCES IN 18 APARTMENT COMMUNITIES IN OHIO, INDIANA AND KENTUCKY. ON-SITE EMPLOYEES WORKED TO ESTABLISH CARING AND STABLE ENVIRONMENTS IN WELL-MAINTAINED AND CONVENIENTLY LOCATED APARTMENT BUILDINGS. SERVICE COORDINATORS HELPED RESIDENTS FIND AND OBTAIN NEEDED SERVICES TO ALLOW THEM TO AGE IN PLACE. VOLUNTEER SERVICES PROVIDED OPPORTUNITIES FOR 332 VOLUNTEERS TO FAITHFULLY CARE FOR THE NEEDS OF THOSE WHOM WE SERVE THROUGH 15,745 HOURS OF VARIOUS SUBSIDIZED CHARITABLE SERVICES. GRACEWORKS HOUSING SERVICES PROVIDED $328,372 IN UNCOMPENSATED CHARITABLE SERVICES DURING THE PERIOD TO PEOPLE WITH LIMITED RESOURCES. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 362160 | Expense |
| Revenue | 239217 | Revenue |
| Description | BETHANY COMMONS AT YANKEE TRACE: BETHANY COMMONS AT YANKEE TRACE PROVIDED INDEPENDENT LIVING FOR 16 SENIORS RESIDING IN 11 UNITS IN AN AGE-RESTRICTED (AGE 55 AND OLDER) RESIDENTIAL COMMUNITY. THESE SENIORS PARTICIPA`TE IN ACCESS TO THE CONTINUUM OF CARE AT BETHANY VILLAGE. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 701633 | Expense |
| Revenue | 491573 | Revenue |
| Description | HEALTH AT HOME, LLC: HEALTH AT HOME, LLC, A PROGRAM OF GRACEWORKS AT HOME, PROVIDED HEALTH AND THERAPY SERVICES FOR 131 INDIVIDUALS IN THEIR HOMES IN THE FIRST CALENDAR YEAR SINCE GRACEWORKS ACHIEVED ACCREDITATION AND MEDICARE CERTIFICATION IN DECEMBER 2010.HANDS AT HOME, LLC: HANDS AT HOME, LLC, A PROGRAM OF GRACEWORKS AT HOME, PROVIDED 102 RESIDENTS OF BETHANY VILLAGE WITH PERSONAL CARE AND PRIVATE TRANSPORTATION SERVICES SINCE ITS INCEPTION IN APRIL 2011. HANDS AT HOME CAREGIVERS ASSIST WITH HOUSEHOLD TASKS SUCH AS LAUNDRY, LIGHT HOUSEKEEPING AND MEALS AS WELL AS BATHING, DRESSING AND MEDICATION REMINDERS AND COMPANIONSHIP FOR OLDER ADULTS OR RESPITE FOR FAMILY CAREGIVERS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 701633 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 491573 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 18344945 | 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 | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 0 | 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 | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 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 | 88 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 317 | 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 | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 15 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 11 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 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 | 1 | InvestmentInJointVenture |
| Written Policy Or Procedure | 1 | WrittenPolicyOrProcedure |
| 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 TREASURER | 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 (18 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 |
|---|---|---|---|---|---|---|---|
| WILLIS O SERR II | |||||||
| BOARD - PRESIDENT | 40.00 | X | X | 0 | 373270 | 32406 | |
| MICHAEL W ALLEN | |||||||
| BOARD - TREASURER | 40.00 | X | X | 0 | 205826 | 22896 | |
| JUDY A BUDI | |||||||
| BOARD - VICE PRESIDENT | 40.00 | X | X | 0 | 161226 | 24091 | |
| REV JAMES V BOSSE | |||||||
| BOARD - SECRETARY | 40.00 | X | X | 0 | 136242 | 56325 | |
| CLARENCE J BITTNER | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| REV JOHN F BRADOSKY | |||||||
| DIRECTOR UNTIL 5/10/11 | 1.00 | X | 0 | 0 | 0 | ||
| DR GEORGE R BROWN | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| MARJORIE W DANIEL | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| EDWARD A DIXON | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| LORETTA GOODSON | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| STEPHEN B HOFFSIS | |||||||
| DIRECTOR UNTIL 5/10/11 | 1.00 | X | 0 | 0 | 0 | ||
| JUDY A KALTHOFF | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| RONALD A LONG | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| BONNIE R PARISH | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| MARILYN K SHANNON | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| KENNETH M WATSON | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| RONALD D WINE | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| DEBORAH R LYLE | |||||||
| ADMINISTRATOR | 40.00 | 106897 | 0 | 7943 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 106897 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 876564 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 143661 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRADSHAW BUILDING SPECIALISTS INC | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7135 N STATE HIGHWAY 3 | AddressLine1 |
| City | NORTH VERNON | City |
| State | IN | State |
| ZIP Code | 47265 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | CONSTRUCTION SVCS | DescriptionOfServices |
| Compensation | 116692 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| All Other Contributions | 65318 | AllOtherContributions |
| Total Contributions | 65318 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| FEES FROM GOVERNMENT | 900099 | 9959265 | 9959265 |
| MEDICARE/MEDICAID | 623990 | 6568673 | 6568673 |
| TENANT RENTALS | 531110 | 1985766 | 1985766 |
| CARE OF DEVELOPMENT DI | 623000 | 720821 | 720821 |
| RESIDENT FEES | 623000 | 456882 | 456882 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 19691407 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4266 | TotalRevenueColumn |
| Exclusion | $4,266 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 174841 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 214357 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -39516 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -39516 | TotalRevenueColumn |
| Exclusion | -$39,516 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount |
|---|---|---|---|
| DEBT EXTINGUISHMENT | 900099 | 500004 | $500,004 |
| MAINTENANCE REVENUE | 900099 | 142461 | $142,461 |
| MISCELLANEOUS | 900099 | 78393 | $78,393 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 36074 | TotalRevenueColumn |
| Unrelated Business Revenue | 36074 | UnrelatedBusinessRevenue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 756932 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 20478407 | TotalRevenueColumn |
| Related Or Exempt Function Income | 19691407 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 36074 | UnrelatedBusinessRevenue |
| Exclusion | $685,608 | ExclusionAmount |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7864882 | Total |
| Program Services | 7566172 | ProgramServices |
| Management And General | 298710 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 328149 | Total |
| Program Services | 289174 | ProgramServices |
| Management And General | 38975 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1244781 | Total |
| Program Services | 1127751 | ProgramServices |
| Management And General | 117030 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 881651 | Total |
| Program Services | 816704 | ProgramServices |
| Management And General | 64947 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 58588 | Total |
| Program Services | 22420 | ProgramServices |
| Management And General | 36168 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 125737 | Total |
| Program Services | 96517 | ProgramServices |
| Management And General | 29220 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 46418 | Total |
| Program Services | 46418 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 308924 | Total |
| Program Services | 253360 | ProgramServices |
| Management And General | 55564 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3358278 | Total |
| Program Services | 3258995 | ProgramServices |
| Management And General | 99283 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 241884 | Total |
| Program Services | 180466 | ProgramServices |
| Management And General | 61418 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 52633 | Total |
| Program Services | 23610 | ProgramServices |
| Management And General | 29023 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1679701 | Total |
| Program Services | 1611272 | ProgramServices |
| Management And General | 68429 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 106123 | Total |
| Program Services | 98291 | ProgramServices |
| Management And General | 7832 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| ADMIN & GENERAL | 1780268 | 165899 | 1614369 |
| REPAIR & MAINTENANCE | 968661 | 955170 | 13491 |
| WORKSHOP FEES | 955796 | 955796 | |
| FOOD | 367775 | 367506 | 269 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 597096 | Total |
| Program Services | 509424 | ProgramServices |
| Management And General | 87672 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20967345 | Total |
| Program Services | 18344945 | ProgramServices |
| Management And General | 2622400 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2036668 | BOY |
| EOY | 1882770 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3134711 | BOY |
| EOY | 3692489 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 46760 | BOY |
| EOY | 60897 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 38731561 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 19492016 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19966895 | BOY |
| EOY | 19239545 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4226505 | BOY |
| EOY | 5207492 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29411539 | BOY |
| EOY | 30083193 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7756501 | BOY |
| EOY | 8656039 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7720000 | BOY |
| EOY | 7720000 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1393549 | BOY |
| EOY | 1225872 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 14905 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22285548 | BOY |
| EOY | 22699374 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 39155598 | BOY |
| EOY | 40316190 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -9744059 | BOY |
| EOY | -10232997 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -9744059 | BOY |
| EOY | -10232997 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29411539 | BOY |
| EOY | 30083193 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -488938 | 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 | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
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 | 28496 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 20159 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 39666 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 32157 | CurrentTaxYearMinus1Year |
| Current Tax Year | 65318 | CurrentTaxYear |
| Total | 185796 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 16904960 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 18138854 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 18151832 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 18536888 | CurrentTaxYearMinus1Year |
| Current Tax Year | 19691407 | CurrentTaxYear |
| Total | 91423941 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 16933456 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 18159013 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 18191498 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 18569045 | CurrentTaxYearMinus1Year |
| Current Tax Year | 19756725 | CurrentTaxYear |
| Total | 91609737 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 3124 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2605 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2650 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2640 | CurrentTaxYear |
| Total | 11019 | 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 | 3124 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2605 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2650 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2640 | CurrentTaxYear |
| Total | 11019 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 91598718 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 22345 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 13251 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 9300 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 6187 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4266 | CurrentTaxYear |
| Total | 55349 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 22345 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 13251 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 9300 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 6187 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4266 | CurrentTaxYear |
| Total | 55349 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 715949 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2334510 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4993004 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1206753 | CurrentTaxYearMinus1Year |
| Current Tax Year | 720858 | CurrentTaxYear |
| Total | 9971074 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 17671750 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 20506774 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 23193802 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 19781985 | CurrentTaxYearMinus1Year |
| Current Tax Year | 20481849 | CurrentTaxYear |
| Total | 101636160 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.90120 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.90230 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00050 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.00070 | 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 | $2,953 | OtherActivitiesAmount |
| Total Lobbying Expenditures IIB | 2953 | 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 OHIO PROVIDER RESOURCE ASSOCIATION, AN ADVOCATE OF NOT-FOR-PROFIT SERVICES FOR OLDER OHIOANS, AND THE AMERICAN NETWORK OF COMMUNITY OPTIONS AND RESOURCES. THE PORTION OF THESE DUES ALLOCABLE TO LOBBYING EFFORTS IN 2011 IS $2,451 AND $502. | Explanation |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtc |
| Included On FS | 1 | IncludedOnFS |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1197046 | OtherCostOrOtherBasis |
| Book Value | 1197046 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 26517154 | OtherCostOrOtherBasis |
| Depreciation | 19492016 | Depreciation |
| Book Value | 7025138 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3886398 | OtherCostOrOtherBasis |
| Book Value | 3886398 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4691500 | OtherCostOrOtherBasis |
| Book Value | 4691500 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2439463 | OtherCostOrOtherBasis |
| Book Value | 2439463 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 19239545 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (4 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| ASSETS WHOSE USE IS LIMITED | 2641924 |
| INTER-COMPANY INVESTMENT | 1239606 |
| CAPITAL PROJECTS IN PROGRESS | 279473 |
| CONSTRUCTION/REFINANCING COSTS | 1046489 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 5207492 | TotalBookValueOtherAssets |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART IV, LINE 2B: | THE ORGANIZATION HOLDS A SMALL AMOUNT OF PERSONAL FUNDS FOR A FEW RESIDENTS. THE MONEY IS USED TO PAY VARIOUS BILLS ON BEHALF OF THESE RESIDENTS. | |
| 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 J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Written Policy Re T And E Expenses | 0 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 0 | 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 (4 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 | |||||||||||||
| 0 | 361715 | 0 | 0 | 0 | 11555 | 0 | 14700 | 0 | 17706 | 0 | 405676 | 0 | 0 |
| MICHAEL W ALLEN | |||||||||||||
| 0 | 204829 | 0 | 0 | 0 | 997 | 0 | 12547 | 0 | 10349 | 0 | 228722 | 0 | 0 |
| JUDY A BUDI | |||||||||||||
| 0 | 160730 | 0 | 0 | 0 | 496 | 0 | 10023 | 0 | 14068 | 0 | 185317 | 0 | 0 |
| REV JAMES V BOSSE | |||||||||||||
| 0 | 134556 | 0 | 0 | 0 | 1686 | 0 | 10398 | 0 | 45927 | 0 | 192567 | 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 O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | GRACEWORKS LUTHERAN SERVICES IS EITHER THE SOLE MEMBER OR THE CONTROLLING MEMBER OF EACH OF THE AFFILIATES INCLUDED IN THIS GROUP RETURN. |
| FORM 990, PART VI, SECTION A, LINE 7A | GRACEWORKS LUTHERAN SERVICES DETERMINES WHO SERVES ON EACH AFFILIATE'S GOVERNING BODY. |
| FORM 990, PART VI, SECTION B, LINE 11 | ANNUALLY, THE FORM 990 IS PROVIDED TO THE COMPANY'S CEO, VP - FINANCE & FACILITIES, AND OTHER SENIOR 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 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 (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Total IncomeTotalIncome | EOY AssetsEOYAssets | Direct Controlling Entity NADirectControllingEntityNA |
|---|---|---|---|---|---|---|---|---|---|
| HEALTH AT HOME LLC | |||||||||
| 6430 INNER MISSION WAY | DAYTON | OH | 45459 | 262895673 | HOME ASSISTANCE TO THE ELDERLY | OH | 287138 | 211763 | N/A |
| HANDS AT HOME LLC | |||||||||
| 6430 INNER MISSION WAY | DAYTON | OH | 45459 | 262895578 | HOME ASSISTANCE TO THE ELDERLY | OH | 204435 | 156279 | N/A |
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LYR DEVELOPMENT INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6445 FAR HILLS AVE | AddressLine1 |
| City | CENTERVILLE | City |
| State | OH | State |
| ZIP Code | 45459 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 352179983 | EIN |
| Primary Activity | RESIDENTIAL REAL ESTATE DEVELOPMENT & CONSTRUCTION | PrimaryActivity |
| Legal Domicile State | OH | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BETHANY COMMONS AT YANKEE TRACE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Entity | C | TypeOfEntity |
| Share Of EOY Assets | 1344995 | ShareOfEOYAssets |
| Percentage Ownership | 1.00000 | PercentageOwnership |
| 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 | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 1 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (30 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| GRACEWORKS ENHANCED LIVING | ||
| O | 2430511 | COST |
| GRACEWORKS HOUSING SERVICES | ||
| O | 656604 | COST |
| MIAMI VALLEY LUTHERAN HOUSING ASSOC OF IN XI INC | ||
| O | 83303 | COST |
| MIAMI VALLEY LUTHERAN HOUSING ASSOC OF IN INC | ||
| O | 133317 | COST |
| MIAMI VALLEY LUTHERAN HOUSING ASSOC OF IN II INC | ||
| O | 85373 | COST |
| MIAMI VALLEY LUTHERAN HOUSING ASSOC OF IN III INC | ||
| O | 226005 | COST |
| MIAMI VALLEY LUTHERAN HOUSING ASSOC OF IN IV INC | ||
| O | 95682 | COST |
| MIAMI VALLEY LUTHERAN HOUSING ASSOC OF IN V INC | ||
| O | 139693 | COST |
| MIAMI VALLEY LUTHERAN HOUSING ASSOC OF IN VII INC | ||
| O | 99467 | COST |
| MIAMI VALLEY LUTHERAN HOUSING ASSOC OF IN IX INC | ||
| O | 33977 | COST |
| MIAMI VALLEY LUTHERAN HOUSING ASSOC OF IN VIII INC | ||
| O | 83800 | COST |
| MIAMI VALLEY LUTHERAN HOUSING ASSOC OF IN X INC | ||
| O | 82018 | COST |
| MIAMI VALLEY LUTHERAN HOUSING ASSOCIATION OF KY INC | ||
| O | 127526 | COST |
| MIAMI VALLEY LUTHERAN HOUSING ASSOCIATION IV INC | ||
| O | 125878 | COST |
| MIAMI VALLEY LUTHERAN HOUSING ASSOCIATION II INC | ||
| O | 86047 | COST |
| MIAMI VALLEY LUTHERAN HOUSING ASSOCIATION INC | ||
| O | 80611 | COST |
| ST MARK HOUSING ASSOCIATION INC | ||
| O | 42022 | COST |
| MIAMI VALLEY LUTHERAN HOUSING ASSOCIATION V INC | ||
| O | 114641 | COST |
| REDEEMER HOUSING ASSOCIATION INC | ||
| O | 174938 | COST |
| COMMUNITY ALTERNATIVE HOUSING ASSOC II INC | ||
| O | 6461 | COST |
| MIAMI VALLEY LUTHERAN HOUSING ASSOCIATION III INC | ||
| O | 3381 | COST |
| WE CARE HOMES II INC | ||
| O | 3807 | COST |
| IMMANUEL HOUSING ASSOCIATION II INC | ||
| O | 2178 | COST |
| IMMANUEL HOUSING ASSOCIATION INC | ||
| O | 2178 | COST |
| LYR DEVELOPMENT INC | ||
| Q | 400000 | COST |
| IMMANUEL HOUSING ASSOCIATION III INC | ||
| O | 5602 | COST |
| HEALTH AT HOME LLC | ||
| O | 50000 | COST |
| HANDS AT HOME LLC | ||
| O | 92917 | COST |
| HEALTH AT HOME LLC | ||
| R | 150000 | COST |
| HANDS AT HOME LLC | ||
| R | 50000 | COST |
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