2011-11-14T15:21:14-05:00 2010-12-31 HOWARD WERSHBALE & CO 23240 CHAGRIN BLVD CLEVELAND OH 441225450 990 2010-01-01 344431168 BRETHREN RETIREMENT COMMUNITY BRET 9375478000 750 CHESTNUT STREET GREENVILLE OH 45331 john warner 2011-11-14 true Joseph C Sbrocco CPA 2168311200 2010 2016-02-24 21:20:13Z John L Warner 750 CHESTNUT STREET GREENVILLE OH 45331 18903373 false 1542 X www.bhrc.org X 1902 OH To foster, maintain, and operate a christian retirement community, and to provide LIFE ENHANCING SERVICES THAT ENABLE PERSONS TO LIVE SECURELY WITH DIGNITY AND ACHIEVE PERSONAL FULFILLMENT. 9 9 430 264 0 280326 406680 17791847 18154836 406808 184429 85921 77911 18564902 18823856 0 0 0 0 9801338 10498979 0 0 74251 8246314 7863779 18047652 18362758 517250 461098 30551953 31099436 19786879 19724369 10765074 11375067 X TO FOSTER, MAINTAIN, AND OPERATE A CHRISTIAN RETIREMENT COMMUNITY, AND TO PROVIDE SERVICES WHICH ENHANCE THE PHYSICAL, MENTAL, AND SPIRITUAL WELL-BEING, ENABLING PERSONS TO LIVE SECURELY WITH DIGNITY, CONTINUING TO LOVE, LEARN, AND ACHIEVE PERSONAL FULFILLMENT. true false 15668018 17751204 THE BRETHREN RETIREMENT COMMUNITY, WHICH IS A LICENSED HOME THE AGING IN THE STATE OF OHIO, OPERATES A RETIREMENT COMMUNITY CONSISTING OF A 135 BED LONG-TERM NURSING CARE FACILITY, A 189 UNIT CONGREGATE LIVING FACILITY AND 108 INDEPENDENT LIVING UNITS. THE ORGANIZATION PROVIDED 44,109 INPATIENT DAYS OF CARE IN 2010 IN ITS NURSING CARE FACILITY. 385837 403632 The Brethren Home Community Services, LLC (A disregarded Activity)provides non-medical home care, adult day care, and other community based services. Shuff Adult Day Care opened in March 2010 as part of Brethren Home Community Services. 16053855 true true false false false false false true true true false false false true false false true false false false false false false true false false false false false true false false false false false false false false false false false false false false true false false false false false true 27 0 430 true false false false false true true true true false false false false X 9 9 true false false false true true false true true false false true true true true true true true true true false OH X JOHN L WARNER 9375478000 750 CHESTNUT STREET GREENVILLE OH 45331 JOE CHAMBERS 1.0 X X 0 0 0 FRED BERNHARD 1.0 X 0 0 0 PAM SHANK 1.0 X 0 0 0 DIANNA WAGNER 1.0 X 0 0 0 SCOTT GARRISON 1.0 X 0 0 0 Matt Arnold 1.0 X 0 0 0 Ray Laughlin 1.0 X 0 0 0 LAWRENCE RIESSER 1.0 X 0 0 0 Phil Bayer 1.0 X 0 0 0 Clara Patterson 1.0 X 0 0 0 Wendy Noffsinger Erbaugh 1.0 X 0 0 0 John L Warner 40.0 X 124615 0 21180 James E Roe 40.0 X 108589 0 10147 233204 0 31327 2 false false false ALLIANCE REHAB SRA 2803 W BUTTERFIELD ROAD suite 200 OAKBROOK IL 60523 THERAPY SERVICES 814130 Anthem PO Box 105673 ATLANTA GA 30348 Health Insurance 1503878 Arcon Builders 7824 Alt St Rt 49 ARCANUM OH 45304 Construction 462612 Fifth Third Bank PO Box 633589 CINCINNATI OH 45263 LOC and Banking SVC 126067 4 2600 404080 406680 RESIDENT SERVICES 623000 18154836 18154836 18154836 183017 183017 0 0 43880 43880 43880 43880 2000 588 1412 1412 1412 29267 2600 21620 7647 0 83693 57309 26384 0 18823856 18154836 228309 0 0 0 0 264531 238537 24554 1440 0 7980648 7196440 740757 43451 219146 161379 57220 547 1399750 1030777 365481 3492 634904 467544 165776 1584 0 43053 43053 102439 102439 0 0 28050 28050 1574170 1497945 76225 74807 61068 13325 414 413075 364580 48351 144 11196 10159 1030 7 0 1311162 1115559 195603 62615 33051 21331 8233 0 41040 27230 10752 3058 259588 229475 30113 0 1935320 1861191 74129 0 MISCELLANEOUS 95989 75844 19549 596 REPAIRS & MAINTENANCE 420078 358463 61612 3 DUES & SUBSCRIPTIONS 82179 44903 26810 10466 MEDICAL SUPPLIES 1381426 1253526 127084 816 BEAUTY SHOP 26184 26184 1408 1408 18362758 16053855 2234652 74251 1998396 3114083 892449 467560 459000 458995 1239105 2036889 69421 62516 136785 149490 186450 212259 50198967 29700214 21114726 20498753 4107432 3738708 138844 128745 209345 231438 30551953 31099436 1800443 1941033 10795000 10692800 3595 4389 7187841 7086147 19786879 19724369 X 7324093 7687602 1403188 1642772 2037793 2044693 10765074 11375067 30551953 31099436 X 461098 148895 X false true true X false X 373592 622040 623937 307346 435947 2362862 15800435 16388638 17038474 17873439 18238529 85339515 16174027 17010678 17662411 18180785 18674476 87702377 87702377 260874 199179 182076 234936 226897 1103962 260874 199179 182076 234936 226897 1103962 16434901 17209857 17844487 18415721 18901373 88806339 0.98757 0.98827 0.01243 0.01173 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true 1890793 6900 1897693 1883933 6860 1890793 1882004 1929 1883933 1.00000 false false 1351223 1351223 34911836 19864612 15047224 10332062 6720549 3611513 3603846 3115053 488793 20498753 0 OCCUPANCY FEE DEPOSITS 6812031 GIFT ANNUITY OBLIGATIONS 103932 DEFERRED COMPENSATION 132814 INTEREST RATE SWAP 37370 7086147 INTENDED USES OF ENDOWMENT FUNDS SCHEDULE D, PART V, #4 THE COMMUNITY'S ENDOWMENT CONSISTS OF SEVEN FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES WHICH ARE DONOR-RESTRICTED ENDOWMENT FUNDS. Resident Custodian Accounts Schedule D, Part IV, Line 2b Medicaid residents can request, and in certain cases, Brethren Retirement Community is required to maintain their personal funds in a custodian account. These custodial accounts are accounted for separately and are maintained by the nursing facility on the residents behalf. The custodial accounts are listed on the balance sheet of form 990, Part X, Line 21 as custodial account liabilities. Annual Gala 31867 2600 29267 250 5096 16274 0 31867 2600 29267 250 5096 16274 21620 7647 County of Darke Ohio 346400361 2010-09-09 10795000 refunding prior bond issues false false false 10795000 10795000 2010 true false true true false false false false true 0.00000 0.00000 0.00000 true false true true Fifth Third Bank 5. true false false false false MONITOR AND ENFORCE CONFLICT OF INTEREST POLICY PAGE 6, PART VI, SECTION B, #12C directors, officers, staff and selected individuals shall disclose any personal, organizational or financial interests that might constitute a conflict of interest when considered in conjunction with their relationship with Brethren Retirement Community. All conflicts of interest shall be disclosed and potential conflicts avoided. Concerns go to the department director, vice president or president to be investigated. PROCESS FOR DETERMINING COMPENSATION PAGE 6, PART VI, SECTION B, #15A & 15B 15a: president/ceo has a contract with Board of Directors who performs his annual evaluation and approves his compensation 15b: written evaluation done annually by supervisor - wage increase based on annual operating budget (any more requires VP or higher signature) DOCUMENTS AVAILABLE TO PUBLIC PAGE 6, PART VI, SECTION C, #19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990 REVIEW PROCESS PAGE 6, PART VI, SECTION B, #11 THE FORM 990 IS PREPARED BY OUR ACCOUNTING FIRM WHO THEN PROVIDES A COPY OF THE FORM 990 TO THE CEO AND CONTROLLER FOR THEIR REVIEW. PRIOR TO THE FILING THE FORM 990 IS SENT TO THE BOARD OF DIRECTORS. DIRECTOR RELATIONSHIPS PAGE 6, PART VI, SECTION A, #2 DIRECTORS MATT ARNOLD AND SCOTT GARRISON HAVE A BUSINESS RELATIONSHIP. MEMBER CLASSES PAGE 6, PART VI, SECTION A, #6 BRETHREN RETIREMENT COMMUNITY HAS ONE CLASS OF MEMBERS WHICH INCLUDES EACH CONGREGATION OF THE CHURCH OF THE BRETHREN IN SOUTHERN OHIO ("DISTRICT"). THE MEMBERSHIP SHALL LAPSE IF THE CONGREGATION CEASES TO BE A PARTICIPANT IN THE DISTRICT. THERE ARE CURRENTLY FIFTY-TWO (52) MEMBER CHURCHES. MEMBERS WHO MAY ELECT MEMBERS PAGE 6, PART VI, SECTION A, #7A There shall be nine Trustees. Five shall be elected at the Annual Meeting by the members for four-year terms. (Two trustees shall be elected in 1996 and every four years thereafter). At the Board Meeting following the Annual Meeting, the other four shall be elected for four-year terms by the five Trustees elected by the members. Trustees shall hold office for the period of their term or until the next Annual Meeting and until their successors shall been elected and qualified. The District Executive of the Southern Ohio District of the Church of the Brethren shall be a non-voting member of the Board of Trustees. Other Changes in Net Assets Page 12, Part XI, Line 5 Net unrealized gains on investments $247,945 Termination and change in value of interest rate swap (99,050) BRETHREN HOME COMMUNITY SERVICES LLC 750 CHESTNUT STREET GREENVILLE OH 45331 271635560 HOME CARE OH -36721 220903 BRC