OHIO LIVING FOUNDATION: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- OHIO LIVING FOUNDATION (EIN 31-1166164)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-05-14
- IRS object ID
- 201221359349303272
- Schema version
- 2010v3.4
- 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 D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-14T14:40:37-05:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANTE & MORAN PLLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 65 E STATE STREET SUITE 600 | AddressLine1 |
| City | COLUMBUS | City |
| State | OH | State |
| ZIP Code | 43215 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311166164 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OHIO PRESBYTERIAN RETIREMENT SERVICES FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | OHIO | NameControl |
| Phone | 6148887800 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 KINGSMILL PARKWAY | AddressLine1 |
| City | COLUMBUS | City |
| State | OH | State |
| ZIP Code | 43229 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LAURENCE C GUMINA | Name |
| Title | PRESIDENT | Title |
| Phone | 6148887800 | Phone |
| Date Signed | 2012-05-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BERNIE OSTROWSKI | Name |
| Phone | 6148493000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | THOMAS HOFMANN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 KINGSMILL PARKWAY | AddressLine1 |
| City | COLUMBUS | City |
| State | OH | State |
| ZIP Code | 43229 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 7898977 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.OPRSFOUNDATION.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1986 | YearFormation |
| State Legal Domicile | OH | StateLegalDomicile |
| Activity Or Mission Description | OPRS FOUNDATION'S MISSION IS TO SUPPORT THE OLDER ADULT SERVICES OF OPRSC BY NURTURING A PHILANTHROPIC ENVIRONMENT THAT FOSTERS GENEROSITY, VOLUNTEER INVOLVEMENT, DONOR RELATIONS AND STEWARDSHIP. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 19 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 18 | NbrIndependentVotingMembers |
| Total Nbr Employees | 24 | TotalNbrEmployees |
| Total Nbr Volunteers | 18 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 4547361 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 4812710 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1691082 | InvestmentIncomePriorYear |
| Investment Income Current Year | 3039544 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 2075 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 6238443 | TotalRevenuePriorYear |
| Total Revenue Current Year | 7854329 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 3054901 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 866538 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1690356 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1567487 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 48906 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 9245367 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 889349 | OtherExpensePriorYear |
| Other Expenses Current Year | 8801908 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 5634606 | TotalExpensesPriorYear |
| Total Expenses Current Year | 11284839 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 603837 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -3430510 | RevenuesLessExpensesCY |
| Total Assets BOY | 53836816 | TotalAssetsBOY |
| Total Assets EOY | 54438636 | TotalAssetsEOY |
| Total Liabilities BOY | 7458524 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 4564970 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 46378292 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 49873666 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | OPRS FOUNDATION'S MISSION IS TO SUPPORT THE OLDER ADULT SERVICES OF OPRSC BY NURTURING A PHILANTHROPIC ENVIRONMENT THAT FOSTERS GENEROSITY, VOLUNTEER INVOLVEMENT, DONOR RELATIONS AND STEWARDSHIP. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 866538 | Expense |
| Grants | 866538 | Grants |
| Revenue | 56629 | Revenue |
| Description | SEE SCHEDULE ODIGNITY AND SECURITY FOR OLDER ADULTS, THE OPRS FOUNDATION FULFILLS THE FUNDRAISING AND INVESTMENT RESPONSIBILITIES OF OHIO PRESBYTERIAN RETIREMENT SERVICES COMMUNITIES (OPRSC).THE FOUNDATION CURRENTLY SERVES:BRECKENRIDGE VILLAGECAPE MAY RETIREMENT VILLAGEDOROTHY LOVE RETIREMENT COMMUNITYLAKE VISTA OF CORTLANDLLANFAIR RETIREMENT COMMUNITYMOUNT PLEASANT RETIREMENT VILLAGEPARK VISTA RETIREMENT COMMUNITYROCKYNOL RETIREMENT COMMUNITYSWAN CREEK RETIREMENT VILLAGEWESTMINSTER-THURBER COMMUNITYTHE VINEYARD ON CATAWBASENIOR INDEPENDENCEMISSIONOPRS FOUNDATION'S MISSION IS TO SUPPORT THE OLDER ADULT SERVICES OF OPRSC BY NURTURING A PHILANTHROPIC ENVIRONMENT THAT FOSTERS GENEROSITY, VOLUNTEER INVOLVEMENT, DONOR RELATIONS AND STEWARDSHIP. HELPING MEET THE NEEDS CONTRIBUTIONS OF MANY KINDS ARE IMPORTANT TO OUR WORK AND MAY BE DESIGNATED FOR ANY OF THE FOLLOWING PURPOSES:LIFE CARETHE LIFE CARE COMMITMENT HELPS ASSURE OPRSC RESIDENTS THAT THEY WILL ALWAYS HAVE A HOME IN OUR COMMUNITIES EVEN IF - IN GOOD FAITH- THEY RUN OUT OF THE FUNDS MEANT TO SEE THEM THROUGH. OPRSC HAS LIVED UP TO THIS COMMITMENT SINCE ITS FOUNDING IN 1922.PROGRAM SUPPORTDONORS MAY CONTRIBUTE TO SPECIFIC PROGRAMS OF SPECIAL INTEREST THAT ARE CARRIED OUT BY OPRS OR ANY OF ITS RELATED ORGANIZATIONS. SOME OF THE LARGEST SPECIAL PROGRAMS ARE:SENIOR INDEPENDENCE THE CENTRAL GOAL OF OPRSC IS TO HELP OLDER ADULTS REMAIN INDEPENDENT. TO ACCOMPLISH THIS, OPRSC'S SENIOR INDEPENDENCE PROGRAM HAS A FULL RANGE OF HOME AND COMMUNITY-BASED SERVICES OFFERED TO OLDER ADULTS IN OUR RESIDENT POPULATION, AS WELL AS THOSE IN THE GREATER COMMUNITY, WHO NEED SOME HELP IN ORDER TO LIVE INDEPENDENTLY.GIFT SUPPORT PROVIDES ASSISTANCE FOR A VARIETY OF SERVICES, INCLUDING ADULT DAY CARE, HOME HEALTH CARE, TRANSPORTATION, PERSONAL CARE AND HOSPICE. GIFTS ALSO CAN BE DESIGNATED FOR CAPITAL IMPROVEMENTS FOR THE PURCHASE OF NEW EQUIPMENT AND RENOVATION OF FACILITIES, AND GIFTS TO ENDOWMENT MAY BE DESIGNATED HELP TO PROVIDE ANNUAL INCOME FOR HOME AND COMMUNITY-BASED SERVICES THROUGHOUT THE STATE.SPIRITUAL LIFE PROGRAMANOTHER IMPORTANT PART OF THE OPRSC MISSION IS TO ENHANCE THE SPIRITUAL LIVES OF ITS RESIDENTS. EIGHT OF OUR ELEVEN CAMPUSES HAVE ON-SITE CHAPLAINS ON STAFF, AND MOST COMMUNITIES HAVE THEIR OWN CHAPELS. CHARITABLE SUPPORT HELPS SPIRITUAL LIFE PROGRAMSSERVE MORE RESIDENTS AND THEIR FAMILIES, DEVELOP ADDITIONAL TRAINING FOR STAFF AND STEPHEN MINISTERS, AND CREATE SPECIAL PROGRAMS THAT CARRY OUT A VARIETY OF SPECIALIZED MINISTRIES. CAPITAL SUPPORT CAPITAL PROJECTS FOR CAMPUS AND COMMUNITY-BASED SERVICES INCLUDE ONGOING RENOVATIONS OF CURRENT FACILITIES, AND THE DEVELOPMENT OF WELLNESS CENTERS AND SPECIAL CARE UNITS, AMONG MANY OTHER ACTIVITIES. THE FOUNDATION HELPS MEET SOME OF OPRSC'S LARGER CAPITAL NEEDS THROUGH CAMPAIGNS THAT SUPPORT SPECIFIC OPRSC PROJECTS. ENDOWMENT SUPPORTMANY DONORS WANT TO ENSURE THAT THE PROGRAMS THEY SUPPORT NOW WILL BE AVAILABLE FOR OLDER ADULTS IN THE YEARS TO COME. ENDOWMENT FUNDS ARE PERMANENTLY INVESTED TO PROVIDE INCOME FOR THE LONG-TERM BENEFIT OF OPRSC. DONORS MAY DIRECT THEIR GIFTS TO A SPECIFIC FUND AT A CAMPUS. ONLY THE INCOME FROM AN ENDOWMENT FUND CAN BE USED, LEAVING THE PRINCIPAL THAT IS INVESTED PERMANENTLY TO SUPPORT THE DONOR'S SELECTED PURPOSE.INVESTMENT/ASSET GROWTHTHE FOUNDATION'S OVERALL ASSETS FOR FISCAL YEAR 2010 FINISHED AT $53.8 MILLION. THE FOUNDATION RECEIVED GIFTS TOTALING $4.5 MILLION.COMMUNICATIONSTHE FOUNDATION HAS FORMED A PR/MEDIA COUNCIL TO SUPPORT THE OVERALL GROWTH OF STATEWIDE MEDIA IN SUPPORT OF OPRS COMMUNITIES, SENIOR INDEPENDENCE AND THE FOUNDATION. A THREE-YEAR MASTER PLAN FOR COMMUNICATIONS HAD BEEN PUT IN PLACE TO HELP PROVIDE GUIDANCE FOR COMMUNICATIONS/MEDIA AS IT SUPPORTS THE WORK OF OPRS COMMUNITIES, SENIOR INDEPENDENCE, AND THE FOUNDATION IN THE YEARS AHEAD.BOARD AND VOLUNTEER LEADERSHIP PROGRAMSTHE OPRS FOUNDATION DEVELOPED A VOLUNTEER RECOGNITION PROGRAM TWO YEARS AGO AND IT IS NOW BEING CARRIED OUT IN FULL.THE SENIOR INDEPENDENCE FUNDRAISING COUNCIL HAS BEEN TRANSITIONED INTO THE HOSPICE FUNDRAISING COUNCIL IN SUPPORT OF THE GROWTH OF THE HOSPICE PROGRAMS THROUGHOUT THE OPRS SYSTEM.THE CHURCH RELATIONS COUNCIL CONTINUES TO UPDATE AND UTILIZE A THREE-YEAR PLAN THAT GUIDES THE WORK OF THE CHURCH VISITATION DIRECTORS AND THE OVERALL EXTERNAL CHURCH RELATIONS PROGRAM AND INTERNAL SPIRITUAL LIFE PROGRAM. THE FUNDRAISING ADVISORY COMMITTEE OF THE FOUNDATION HAS TAKEN A HARD LOOK AT THE FUTURE ROLES OF VOLUNTEERS AS THE FOUNDATION VISION AND PLANS MODIFY WITH THE CLOSING OF THE STATEWIDE CAPITAL CAMPAIGN.THE FOUNDATION FUNDRAISING VISION FOR THE NEXT THREE TO FIVE YEARS CONTAINS FOUR MAJOR COMPONENTS: GROWTH IN PLANNED GIVING, ENDOWMENT, SUPPORT OF ANNUAL GIVING THROUGH THE PRESIDENT'S CLUB, AND THE GROWTH OF HOSPICE FUNDRAISING. IMPLEMENTATION OF NEW GIFT EDUCATION STRATEGIESREDOING THE FOUNDATION WEBSITE AND LINKING IT MORE CLOSELY TO THE OTHER WEBSITES OF OPRS HAS BEEN A KEY ACTIVITY OVER THE PAST FEW YEARS. THE STRENGTHENING OF THE PLANNED GIVING PORTION OF THE WEBSITE HAS ALLOWED THE FOUNDATION TO PROMOTE THIS TO FINANCIAL PROFESSIONALS THROUGHOUT THE STATE OF OHIO.THE FOUNDATION HAS CONTINUED TO UPGRADE ITS ABILITY TO ACCEPT CREDIT CARDS AND PROCESS ON-LINE GIVING, AND OFFER THE MOST USER-FRIENDLY OPPORTUNITIES FOR DONORS TO MAKE GIFTS FOR THEIR INTENDED PURPOSE THROUGH THE FOUNDATION. | Description |
| Total Program Service Expense | 866538 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | 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 | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | 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 | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 1 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 234 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 24 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 19 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 18 | 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 | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMAS KELLY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6148887800 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 KINGSMILL PARKWAY | AddressLine1 |
| City | COLUMBUS | City |
| State | OH | State |
| ZIP Code | 43229 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (21 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| BRUCE D BOYD | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| CHERYL BOYER | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| STEPHEN CROAKE | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| ANNE CUSHNIE | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| WILLIAM DENNLER | |||||||
| SECRETARY/DIRECTOR | 2.00 | X | 0 | 0 | 0 | X | |
| ANN EVANS | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| JOHN L GRAY | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| RICHARD L HART | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| DAVID HAWLEY | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| PAULINE M JERNBERG | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| DAVID J KAASA | |||||||
| DIRECTOR | 10.00 | X | 0 | 365774 | 13293 | ||
| ALLAN L KARCHNER | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| EDWARD S MARKEL | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| LOUISE F PENCE | |||||||
| CHAIR/DIRECTOR | 2.00 | X | 0 | 0 | 0 | X | |
| RICHARD REESEY | |||||||
| TREASURER/DIRECTOR | 2.00 | X | 0 | 0 | 0 | X | |
| STAN R SEAGLE | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| JAMES H SISEK | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| MICHELLE TOGNETTI | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| DAVID W WOODBURN | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| THOMAS HOFMANN | |||||||
| PRESIDENT/CEO | 40.00 | 261041 | 0 | 8266 | X | ||
| SUE WELTY | |||||||
| VICE PRESIDENT, GIFT PLANNING | 40.00 | 123246 | 0 | 5813 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 384287 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 365774 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 27372 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Related Organizations | 162930 | RelatedOrganizations |
| Government Grants | 3366783 | GovernmentGrants |
| All Other Contributions | 1282997 | AllOtherContributions |
| Noncash Contributions | 73580 | NoncashContributions |
| Total Contributions | 4812710 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1353654 | TotalRevenueColumn |
| Exclusion | $1,353,654 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1719603 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 33713 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1719603 | Securities |
| Other | -33713 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1685890 | TotalRevenueColumn |
| Exclusion | $1,685,890 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 13010 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 10935 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2075 | TotalRevenueColumn |
| Exclusion | $2,075 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7854329 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $3,041,619 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 866538 | Total |
| Program Services | 866538 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 304755 | Total |
| Management And General | 304755 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 937811 | Total |
| Management And General | 314636 | ManagementAndGeneral |
| Fundraising | 623175 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30245 | Total |
| Management And General | 12623 | ManagementAndGeneral |
| Fundraising | 17622 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 214536 | Total |
| Management And General | 89541 | ManagementAndGeneral |
| Fundraising | 124995 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 80140 | Total |
| Management And General | 28094 | ManagementAndGeneral |
| Fundraising | 52046 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 42996 | Total |
| Management And General | 42996 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 48906 | Total |
| Fundraising | 48906 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24335 | Total |
| Management And General | 24335 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 72408 | Total |
| Management And General | 15338 | ManagementAndGeneral |
| Fundraising | 57070 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18054 | Total |
| Management And General | 258 | ManagementAndGeneral |
| Fundraising | 17796 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 166561 | Total |
| Management And General | 45614 | ManagementAndGeneral |
| Fundraising | 120947 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16616 | Total |
| Fundraising | 16616 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 196006 | Total |
| Management And General | 196006 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 75196 | Total |
| Management And General | 8629 | ManagementAndGeneral |
| Fundraising | 66567 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 39813 | Total |
| Management And General | 34310 | ManagementAndGeneral |
| Fundraising | 5503 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27849 | Total |
| Management And General | 27849 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | FundraisingFundraising | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| CAPITAL TRANSFERS | 7444169 | 7444169 | |
| ANNUITY FUND DISTRIBUTI | 600510 | 600510 | |
| ANNUAL GIVING | 40413 | 40413 | |
| AWARDS & RECOGNITION | 27950 | 27950 | |
| DONOR EVENTS | 9032 | 9032 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11284839 | Total |
| Program Services | 866538 | ProgramServices |
| Management And General | 1172934 | ManagementAndGeneral |
| Fundraising | 9245367 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6083122 | BOY |
| EOY | 179174 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | -364776 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4154874 | BOY |
| EOY | -226971 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1394716 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 739306 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 140945 | BOY |
| EOY | 655410 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 42641371 | BOY |
| EOY | 50893565 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 816504 | BOY |
| EOY | 3302234 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 53836816 | BOY |
| EOY | 54438636 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2393846 | BOY |
| EOY | 232761 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1150200 | BOY |
| EOY | 109663 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3914478 | BOY |
| EOY | 4222546 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7458524 | BOY |
| EOY | 4564970 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7885796 | BOY |
| EOY | 15404666 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6746800 | BOY |
| EOY | 909000 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31745696 | BOY |
| EOY | 33560000 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 46378292 | BOY |
| EOY | 49873666 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 53836816 | BOY |
| EOY | 54438636 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -3430510 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 6925884 | 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) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type1 | X | SupportingOrg509a3Type1 |
| Certification Checkbox | X | CertificationCheckbox |
| Contrib By Controlling Individual | 0 | ContribByControllingIndividual |
| Contribution By Related Party | 0 | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | 0 | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OHIO PRESBYTERIAN RETIREMENT SERVICES COMMUNITIES | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 344429863 | EIN |
| Type Of Organization | 9 | TypeOfOrganization |
| Listed In Governing Doc | 1 | ListedInGoverningDoc |
| Supported Organization Notified | 1 | SupportedOrganizationNotified |
| Organized In US | 1 | OrganizedInUS |
| Amount | $643,705 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 1 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 643705 | SumOfAmounts |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 28125217 | BeginningOfYearBalance |
| Contributions | 861040 | Contributions |
| Investment Earnings Or Losses | 6043143 | InvestmentEarningsOrLosses |
| Other Expenditures | 976982 | OtherExpenditures |
| Administrative Expenses | 86512 | AdministrativeExpenses |
| End Of Year Balance | 33965906 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 24764657 | BeginningOfYearBalance |
| Contributions | 866587 | Contributions |
| Investment Earnings Or Losses | 3565292 | InvestmentEarningsOrLosses |
| Other Expenditures | 977645 | OtherExpenditures |
| Administrative Expenses | 93674 | AdministrativeExpenses |
| End Of Year Balance | 28125217 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 29793377 | BeginningOfYearBalance |
| Contributions | 1781359 | Contributions |
| Investment Earnings Or Losses | -5288842 | InvestmentEarningsOrLosses |
| Other Expenditures | 1414058 | OtherExpenditures |
| Administrative Expenses | 107179 | AdministrativeExpenses |
| End Of Year Balance | 24764657 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.00000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.96060 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.03940 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 537542 | OtherCostOrOtherBasis |
| Depreciation | 7232 | Depreciation |
| Book Value | 530310 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 614456 | OtherCostOrOtherBasis |
| Depreciation | 584589 | Depreciation |
| Book Value | 29867 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 242718 | OtherCostOrOtherBasis |
| Depreciation | 147485 | Depreciation |
| Book Value | 95233 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 655410 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DEPOSITS | Description |
| Book Value | 3302234 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 3302234 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ANNUITY LIABILITY | Description |
| Amount | $4,222,546 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 4222546 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE ENDOWMENT IS INTENDED FOR THE SUPPORT OF RESIDENTS AND CLIENTS WHOSE PERSONAL FUND SOURCES ARE UNABLE TO PAY FOR THEIR CARE. THE ENDOWMENT IS ALSO INTENDED FOR OTHER ACTIVITIES OF OPRS FOUNDATION. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE CORPORATION RECORDS ANY ACCRUALS FOR UNCERTAIN TAX POSITIONS IN ACCORDANCE WITH ASC 740, INCOME TAXES. THE CORPORATION HAD NO ACCRUALS FOR UNCERTAIN TAX POSITIONS AT JUNE 30, 2011 OR 2010. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS OR OTHER APPLICABLE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE CORPORATION REQUIRED TO FILE WITH THE IRS, AND HAS CONCLUDED THAT AS OF JUNE 30, 2011, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OF DISCLOSURE IN THE FINANCIAL STATEMENTS. CERTAIN ORGANIZATIONS INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS ARE SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. MANAGEMENT BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2008. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
Name Of Organization NameOfOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BENEFACTORS COUNSEL | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6601 PARK OF COMMERCE BLVD | AddressLine1 |
| City | BOCA RATON | City |
| State | FL | State |
| ZIP Code | 33487 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | CONSULTING | Activity |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFunds |
| Gross Receipts | 1178 | GrossReceipts |
| Amount Retained By Contractor | 42689 | AmountRetainedByContractor |
| Net To Organization | -41511 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 1178 | TotalGrossReceipts |
| Total Retained By Contractors | 42689 | TotalRetainedByContractors |
| Total Net To Organization | -41511 | TotalNetToOrganization |
| Licensed States | OH | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GOLF OUTING | NameOfEvent1 |
| Gross Receipts Event1 | 13010 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 13010 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 10935 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 13010 | GrossReceiptsTotal |
| Gross Revenue Total Events | 13010 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 10935 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 10935 | DirectExpenseSummaryEvents |
| Net Income Summary | 2075 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| OHIO PRESBYTERIAN RETIREMENT SERVICES COMMUNITIES | |||||||
| 1001 KINGSMILL PARKWAY | COLUMBUS | OH | 43229 | 344429863 | 501(C)(3) | 643705 | AID TO PROVIDE CARE FOR OLDER ADULTS |
| OHIO PRESBYTERIAN RETIREMENT SERVICES SENIOR INDEPENDENCE | |||||||
| 1001 KINGSMILL PARKWAY | COLUMBUS | OH | 43229 | 272564811 | 501(C)(3) | 222833 | AID TO PROVIDE CARE FOR OLDER ADULTS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 2 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: OPRSF GIVES TO OPRSC AS APPROPRIATE AND AS MONIES ARE AVAILABLE. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DAVID J KAASA | |||||||||||||
| 0 | 328495 | 0 | 0 | 0 | 37279 | 0 | 7147 | 0 | 6146 | 0 | 379067 | 0 | 0 |
| THOMAS HOFMANN | |||||||||||||
| 261041 | 0 | 0 | 0 | 0 | 0 | 5120 | 0 | 3146 | 0 | 269307 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART I, LINE 1A | PAYMENTS FOR HEALTH CLUB ARE PAID FOR EVERY CORPORATE EMPLOYEE WHO ENROLLS IN A QUALIFYING HEALTH CLUB. THERE ARE PARAMETERS SET FOR PAYING A % AND A CEILNG AMOUNT. THEY ARE PAID FOR OFFICERS WHO ARE EMPLOYEES, NOT BOARD MEMBERS. THEY ARE TREATED AS TAXABLE COMPENSATION. | |
| PART III | PART I, LINE 3: OHIO PRESBYTERIAN RETIREMENT SERVICES FOUNDATION RELIED ON A RELATED ORGANIZATION (OHIO PRESBYTERIAN RETIREMENT SERVICES) THAT USED THE FOLLOWING METHODS TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL: -COMPENSATION COMMITTEE -FORM 990 OF OTHER ORGANIZATIONS -COMPENSATION SURVEY OR STUDY -APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE | SUPPLEMENTAL INFORMATION |
Schedule M IRS990ScheduleM
Clothing And Household Goods ClothingAndHouseholdGoods
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 979 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Cars And Other Vehicles CarsAndOtherVehicles
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 4 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 30250 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | APPRAISALS | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (2 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | GRAND PIANO IMPROVEMENTS | 2 | 24600 | APPRAISALS |
| X | MATERIALS & EQUIPMENT TO REMODEL CONNECTOR | 1 | 17750 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 5 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | THIRD PARTY USE: | Identifier |
| Return Reference | PART I, LINE 32B: | ReturnReference |
| Explanation | THE ENTITY USES A REAL ESTATE AGENT TO SELL DONATED REAL ESTATE ITEMS. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (11 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | OHIO PRESBYTERIAN RETIREMENT SERVICES (OPRS), AN OHIO NONPROFIT CORPORATION, IS THE SOLE MEMBER OF OHIO PRESBYTERIAN RETIREMENT SERVICES FOUNDATION AND SHALL HAVE AND EXERCISE ALL OF THE RIGHTS AND PRIVILEGES OF MEMBERS OF A NONPROFIT CORPORATION CONFERRED UNDER THE LAWS OF THE STATE OF OHIO. | |
| FORM 990, PART VI, SECTION A, LINE 7A | THE OPRS BOARD OF DIRECTORS HAS THE POWER TO ELECT THE BOARD OF DIRECTORS OF THE OPRS FOUNDATION. THE CODE OF REGULATIONS OF THE FOUNDATION CORPORATION ESTABLISHES THE NUMBER OF CORPORATION BOARD MEMBERS AT 19. | |
| FORM 990, PART VI, SECTION A, LINE 7B | THE CODE OF REGULATIONS OF OPRSF MAY BE AMENDED BY A MAJORITY VOTE OF THE TRUSTEES PRESENT AT ANY MEETING AT WHICH THERE IS A QUORUM IN ATTENDANCE, PROVIDED NOTICE OF THE MEETING AND THE PROPOSED CHANGES IN THE CODE OF REGULATIONS HAVE BEEN GIVEN TO ALL TRUSTEES NO FEWER THAN TWENTY-ONE(21) DAYS IN ADVANCE OF SUCH A MEETING. THE ARTICLES OF INCORPORATION OF OPRSF MAY ALSO BE AMENDED IN THE SAME MANNER. NOTWITHSTANDING THE FOREGOING, ALL AMENDMENTS TO THIS CODE OF REGULATIONS AND THE ARTICLES OF INCORPORATION OF OPRSF MUST BE RATIFIED BY OHIO PRESBYTERIAN RETIREMENT SERVICES IN ITS ROLE AS SOLE MEMBER. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE ORGANIZATION DELEGATES THE REVIEW OF THE 990 TO A BOARD MEMBER WITH SUFFICIENT EXPERIENCE TO EVALUATE THE CONTENT CONTAINED THEREIN. THE MEMBER THEN REPORTS HIS REVIEW FINDINGS TO THE BOARD AND FINANCE COMMITTEE. | |
| THE BOARD INQUIRES ABOUT CONFLICTS PRIOR TO EACH MEETING. ANNUALLY A WRITTEN DISCLOSURE IS CIRCULATED. IN ORDER TO CONTINUE SERVING, A MEMBER MUST COMPLETE THE WRITTEN DISCLOSURE. THE CORPORATE SECRETARY REVIEWS DISCLOSURES FOR CONFLICTS OF INTEREST. IF A CONFLICT ARISES, MEMBERS MUST RESOLVE THE CONFLICT OR BE REMOVED FROM SERVICE. THE GOVERNING BOARD AND ALL EMPLOYEES OF OPRSF ARE BOUND BY THE CONFLICT OF INTEREST POLICY. THE CORPORATE SECRETARY IS RESPONSIBLE FOR DETERMINING IF A CONFLICT OF INTEREST EXISTS. IF A CONFLICT OF INTEREST ARISES OR IS DISCOVERED, THE INDIVIDUAL WITH THE CONFLICT MUST EITHER RESOLVE THE CONFLICT OF INTEREST OR MUST NOT SERVE IN THE MATTER WHICH GIVES RISE TO THE CONFLICT. ANY MEMBERS INVOLVED IN A VOTING MATTER WHO HAVE A CONFLICT OF INTEREST WITH RESPECT TO THAT VOTING MATTER MUST EXCUSE THEMSELVES, IE, NOT VOTE ON THE MATTER. | FORM 990, PART VI, SECTION B, LINE 12C | |
| OHIO PRESBYTERIAN RETIREMENT SERVICES OVERSEES THE PROCESS FOR DETERMINING COMPENSATION OF TOP OFFICIALS. THE PROCESS IS TO COMPLETE A SURVEY OF TOP OFFICIALS OF SIMILAR ORGANIZATIONS USING 990 INFORMATION WHERE AVAILABLE. A REVIEW OF THE JOB PERFORMANCE IS COMPLETED ANNUALLY AND THE AVERAGE INCREASE OF EACH OPRS EMPLOYEE IS ALSO CONSIDERED. THIS PROCESS IS REVIEWED AND APPROVED BY THE COMPENSATION COMMITTEE. THIS PROCESS WAS COMPLETED IN 2011. THIS PROCESS IS REVIEWED AND APPROVED BY THE COMPENSATION COMMITTEE AND DOCUMENTED IN ITS MINUTES. | FORM 990, PART VI, SECTION B, LINE 15 | |
| FORM 1023 AND FORM 990 ARE AVAILABLE UPON REQUEST. | FORM 990, PART VI, SECTION C, LINE 18 | |
| DOCUMENTS ARE PROVIDED UPON WRITTEN REQUEST. | FORM 990, PART VI, SECTION C, LINE 19 | |
| FORM 990, PART VII: DAVID KAASA WORKED 20 HOURS AND 10 HOURS FOR RELATED ORGANIZATIONS OPRS COMMUNITIES AND SENIOR INDEPENDENCE, RESPECTIVELY. | ||
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 5,927,219. PRIOR PERIOD ADJUSTMENTS: 998,665. | FORM 990, PART XI, LINE 5: |
| THE FINANCE COMMITTEE IS RESPONSIBLE FOR OVERSIGHT OF THE AUDIT AND FOR THE SELECTION OF THE INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR. | FORM 990, PART XII, LINE 2C EXPLANATION |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| OHIO PRESBYTERIAN RETIREMENT SERVICES | |||||||||||
| 1001 KINGSMILL PARKWAY | COLUMBUS | OH | 43229 | 311340918 | SUPPORT | OH | 501 C (3) | LINE 11B, II | N/A | 0 | |
| OHIO PRESBYTERIAN RETIREMENT SERVICES COMMUNITIES | |||||||||||
| 1001 KINGSMILL PARKWAY | COLUMBUS | OH | 43229 | 344429863 | ADULT CARE | OH | 501 C (3) | LINE 9 | 1 | OPRS | |
| VINEYARD CONDOMINIUM ASSOCIATION | |||||||||||
| 1001 KINGSMILL PARKWAY | COLUMBUS | OH | 43229 | 262702410 | MANAGEMENT | OH | 501 C (4) | 1 | OPRSC | ||
| SENIOR INDEPENDENCE | |||||||||||
| 1001 KINGSMILL PARKWAY | COLUMBUS | OH | 43229 | 272564811 | SENIOR CARE | OH | 501 C (3) | LINE 9 | 1 | OPRS | |
Form990 Schedule R Part IV Form990ScheduleRPartIV (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Direct Controlling Entity NADirectControllingEntityNA | Type Of EntityTypeOfEntity | Percentage OwnershipPercentageOwnership |
|---|---|---|---|---|---|---|---|---|---|
| OPRS DEVELOPMENT CORP | |||||||||
| 1001 KINGSMILL PARKWAY | COLUMBUS | OH | 43229 | 311166160 | INACTIVE | OH | N/A | C | 1.00000 |
| PORT CLINTON HOUSING PTNS INC | |||||||||
| 1001 KINGSMILL PARKWAY | COLUMBUS | OH | 43229 | 341785661 | INVESTMENT | OH | N/A | C | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | 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 | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | 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 (4 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| OPRS COMMUNITIES | ||
| P | 59389 | CASH TRANSACTION |
| OPRS COMMUNITIES | ||
| B | 643705 | CASH TRANSACTION |
| SENIOR INDEPENDENCE | ||
| B | 222833 | CASH TRANSACTION |
| OPRS COMMUNITIES | ||
| O | 6445504 | CASH TRANSACTION |
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