CRANDALL MEDICAL CENTER: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- CRANDALL MEDICAL CENTER (EIN 34-1289433)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-02-01
- IRS object ID
- 201100329349300505
- Schema version
- 2009v1.7
- 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 | 2011-02-01T09:47:48-06:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Hill Barth & King LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 119 East State Street | AddressLine1 |
| City | Alliance | City |
| State | OH | State |
| ZIP Code | 44601 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 341289433 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CRANDALL MEDICAL CENTER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CRAN | NameControl |
| Phone | 3309381050 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 SOUTH 15TH STREET | AddressLine1 |
| City | SEBRING | City |
| State | OH | State |
| ZIP Code | 44672 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVE MANNION | Name |
| Title | CFO / CONTROLLER | Title |
| Phone | 3309381050 | Phone |
| Date Signed | 2011-01-21 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3308212150 | Phone |
| Date Prepared | 2011-01-20 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | DAVE MANNION | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 SOUTH 15TH STREET | AddressLine1 |
| City | SEBRING | City |
| State | OH | State |
| ZIP Code | 44672 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 15884712 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | N/A | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1979 | YearFormation |
| State Legal Domicile | OH | StateLegalDomicile |
| Activity Or Mission Description | PROVIDES INDEPENDENT LIVING, ASSISTED LIVING AND SKILLED NURSING TO RESIDENTS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 11 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 11 | NbrIndependentVotingMembers |
| Total Nbr Employees | 241 | TotalNbrEmployees |
| Total Nbr Volunteers | 52 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 396000 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 377000 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 14717243 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 15506196 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 779 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1516 | InvestmentIncomeCurrentYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 15114022 | TotalRevenuePriorYear |
| Total Revenue Current Year | 15884712 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 9270603 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 9478138 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 5611683 | OtherExpensePriorYear |
| Other Expenses Current Year | 5896394 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 14882286 | TotalExpensesPriorYear |
| Total Expenses Current Year | 15374532 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 231736 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 510180 | RevenuesLessExpensesCY |
| Total Assets BOY | 3796101 | TotalAssetsBOY |
| Total Assets EOY | 4161662 | TotalAssetsEOY |
| Total Liabilities BOY | 1936589 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1850033 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 1859512 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 2311629 | NetAssetsOrFundBalancesEOY |
| Mission Description | Provide independent living, assisted living and skilled nursing to residents | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 9962852 | Expense |
| Description | MEDICAL SERVICES PROVIDED TO THE RESIDENTS | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1360510 | Expense |
| Description | DIETARY SERVICES PROVIDED TO RESIDENTS | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1045213 | Expense |
| Description | FACILITIES PROVIDED TO THE RESIDENTS | Description |
Activity Other ActivityOther (2 entries)
| ExpenseExpense | DescriptionDescription |
|---|---|
| 547083 | HOUSEKEEPING SERVICES PROVIDED TO THE RESIDENTS |
| 254465 | LAUNDRY SERVICES PROVIDED TO RESIDENTS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 801548 | TotalOfOtherProgramServiceExp |
| Total Program Service Expense | 13170123 | 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 | 0 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 2 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 241 | 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 |
| Nbr Voting Governing Body Members | 11 | 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 | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 1 | LocalChapters |
| Policies Reference Chapters | 1 | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVE MANNION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 3309381050 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 S 15TH ST | AddressLine1 |
| City | SEBRING | City |
| State | OH | State |
| ZIP Code | 44672 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (11 entries)
| TitleTitle | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|
| AMEY REV ROBERT | |||||
| DIRECTOR | X | 0 | 0 | 0 | |
| CAMPBELL DELORES | |||||
| DIRECTOR | X | 0 | 0 | 0 | |
| CHAPPELL SARAH SALLY | |||||
| DIRECTOR | X | 0 | 0 | 0 | |
| DAVIDSON GARY | |||||
| DIRECTOR | X | 0 | 0 | 0 | |
| GRIFFITH DANIEL | |||||
| TREASURER | X | 0 | 0 | 0 | X |
| HARDGROVE LEE | |||||
| DIRECTOR | X | 0 | 0 | 0 | |
| RYAN THOMAS | |||||
| DIRECTOR | X | 0 | 0 | 0 | |
| SCARPITTI JOHN | |||||
| VICE PRESIDENT | X | 0 | 0 | 0 | X |
| SLAGLE BRUCE | |||||
| SECRETARY | X | 0 | 0 | 0 | X |
| VANCAMP LELAND | |||||
| PRESIDENT | X | 0 | 0 | 0 | X |
| STITLE JIM | |||||
| DIRECTOR | X | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| ABSOLUTE REHABILITATION & CONSULT | |||||
| 7233 WHIPPLE AVE NW PO BOX 2880 | NORTH CANTON | OH | 44720 | THERAPY | 1312719 |
| PARIS HEALTHCARE LINEN SERVICE | |||||
| PO BOX 1043 | DUBOIS | PA | 15801 | LINEN SERVICE | 177209 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
| Related Organizations | 377000 | RelatedOrganizations |
| Total Contributions | 377000 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| MEDICARE/MEDICAID | 623000 | 9640057 | 9640057 |
| MONTHLY CARE FUND | 623000 | 5140210 | 5140210 |
| MED. & HELPFUL LIVING | 623000 | 631617 | 631617 |
| BEAUTY/BARBER SHOP INC | 623000 | 60560 | 60560 |
| MISCELLANEOUS | 623000 | 19958 | 19958 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 13794 | TotalRevenueColumn |
| Related Or Exempt Function Income | 13794 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 15506196 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1516 | TotalRevenueColumn |
| Exclusion | $1,516 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 15884712 | TotalRevenueColumn |
| Related Or Exempt Function Income | 15506196 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,516 | ExclusionAmount |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7496138 | Total |
| Program Services | 6637476 | ProgramServices |
| Management And General | 858662 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1192165 | Total |
| Program Services | 1139530 | ProgramServices |
| Management And General | 52635 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 789835 | Total |
| Program Services | 765765 | ProgramServices |
| Management And General | 24070 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5801 | Total |
| Management And General | 5801 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 38521 | Total |
| Program Services | 1058 | ProgramServices |
| Management And General | 37463 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1498510 | Total |
| Program Services | 1490098 | ProgramServices |
| Management And General | 8412 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 206532 | Total |
| Program Services | 206532 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21757 | Total |
| Program Services | 18750 | ProgramServices |
| Management And General | 3007 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 381792 | Total |
| Program Services | 381792 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1074263 | Total |
| Management And General | 1074263 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| PURCHASED MEALS | 1267847 | 1267847 | |
| SUPPLIES | 766661 | 719284 | 47377 |
| PRESCRIPTION DRUGS | 275403 | 275403 | |
| MAINTENANCE | 193923 | 193923 | |
| MISCELLANEOUS | 96952 | 4233 | 92719 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 68432 | Total |
| Program Services | 68432 | ProgramServices |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15374532 | Total |
| Program Services | 13170123 | ProgramServices |
| Management And General | 2204409 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 100988 | BOY |
| EOY | 869665 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2581 | BOY |
| EOY | 2581 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1566460 | BOY |
| EOY | 1403958 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23037 | BOY |
| EOY | 9845 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 8414305 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 6959474 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1617371 | BOY |
| EOY | 1454831 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 432659 | BOY |
| EOY | 374596 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 53005 | BOY |
| EOY | 46186 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3796101 | BOY |
| EOY | 4161662 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1936589 | BOY |
| EOY | 1850033 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1936589 | BOY |
| EOY | 1850033 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1426853 | BOY |
| EOY | 1937033 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 417629 | BOY |
| EOY | 359566 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15030 | BOY |
| EOY | 15030 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1859512 | BOY |
| EOY | 2311629 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3796101 | BOY |
| EOY | 4161662 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 515715 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 625000 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 450904 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 396000 | CurrentTaxYearMinus1Year |
| Current Tax Year | 377000 | CurrentTaxYear |
| Total | 2364619 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 13880448 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 13818448 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 13181646 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 14717243 | CurrentTaxYearMinus1Year |
| Current Tax Year | 15506196 | CurrentTaxYear |
| Total | 71103981 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 14396163 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 14443448 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 13632550 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 15113243 | CurrentTaxYearMinus1Year |
| Current Tax Year | 15883196 | CurrentTaxYear |
| Total | 73468600 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 73468600 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 69 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 204 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3622 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 779 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1516 | CurrentTaxYear |
| Total | 6190 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 69 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 204 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3622 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 779 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1516 | CurrentTaxYear |
| Total | 6190 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 14396232 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 14443652 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 13636172 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 15114022 | CurrentTaxYearMinus1Year |
| Current Tax Year | 15884712 | CurrentTaxYear |
| Total | 73474790 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.99990 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.99990 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00010 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.00010 | 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 D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 44000 | InvestmentCostOrOtherBasis |
| Book Value | 44000 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 6743064 | InvestmentCostOrOtherBasis |
| Depreciation | 5762333 | Depreciation |
| Book Value | 980731 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 218436 | InvestmentCostOrOtherBasis |
| Depreciation | 184625 | Depreciation |
| Book Value | 33811 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 1312308 | InvestmentCostOrOtherBasis |
| Depreciation | 984706 | Depreciation |
| Book Value | 327602 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 96497 | InvestmentCostOrOtherBasis |
| Depreciation | 27810 | Depreciation |
| Book Value | 68687 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 1454831 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INVESTMENT IN NET ASSETS OF THE OAKS FOUNDATION | Description |
| Book Value | 374596 | BookValue |
| Method Of Valuation | C | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 374596 | TotalOfBookValueSecurities |
| Total Revenue | 15884712 | TotalRevenue |
| Total Expenses | 15374532 | TotalExpenses |
| Excess Or Deficit For Year | 510180 | ExcessOrDeficitForYear |
| Other | -$58,063 | OtherAmount |
| Total Adjustments | -58063 | TotalAdjustments |
| Excess Or Deficit Per FS | 452117 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 15826649 | TotRevenueEtcAuditedFinclStmt |
| Other Revenues | -58063 | OtherRevenues |
| Revenue Not Rptd F990 | -58063 | RevenueNotRptdF990 |
| Revenue Subtotal | 15884712 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 15884712 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 0 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 0 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 0 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | PART XI, LINE 8; CHANGE IN ASSETS OF SPLIT INTEREST PART XII, LINE 2D; CHANGE IN ASSETS OF SPLIT INTEREST | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Form 990, Part VI, Section B, line 11 | A COPY OF FORM 990 IS GIVEN TO ALL BOARD MEMBERS FOR REVIEW. |
| Form 990, Part VI, Section B, line 12c | COMPLIANCE IS MET BY THE DISCLOSURE TO THE BOARD ON AN ANNUAL BASIS. |
| Form 990, Part VI, Section B, line 15 | THE COMPENSATION OF OFFICERS AND KEY EMPLOYEES ARE REVIEWED AT THE ANNUAL BOARD MEETING AND A SALARY SURVEY IS DONE PERIODICALLY. |
| Form 990, Part VI, Section C, line 19 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE ALL AVAILABLE UPON REQUEST. |
| PART XI LINE 2C | The finance / audit committee oversees the audit on an annual basis |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus |
|---|---|---|---|---|---|---|---|---|
| COPELAND OAKS | ||||||||
| 800 S 15TH STREET | SEBRING | OH | 44672 | 340941565 | PROVIDES INDEPENDENT LIVING, ASSISTED LIVING AND NURSING TO RESIDENTS. | OH | 501(c)(3) | 9 |
| THE OAKS FOUNDATION INC | ||||||||
| 800 S 15TH STREET | SEBRING | OH | 44672 | 341724387 | PROVIDES FUNDS TO NOT FOR PROFIT ORGANIZATIONS. | OH | 501(c)(3) | III-FI |
| 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 | 1 | 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 | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (4 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| THE OAKS FOUNDATION INC | |
| C | 480078 |
| COPELAND OAKS | |
| M | 0 |
| THE OAKS FOUNDATION INC | |
| M | 0 |
| COPELAND OAKS | |
| O | 2104896 |
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