ANNE GRADY CORPORATION: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- ANNE GRADY CORPORATION (EIN 34-1214508)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-01-25
- IRS object ID
- 201130259349300008
- 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 | 2011-01-25T10:05:31-06:00 | 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 | HOWARD WERSHBALE & CO | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 23240 CHAGRIN BLVD | AddressLine1 |
| City | CLEVELAND | City |
| State | OH | State |
| ZIP Code | 441225450 | 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 | 341214508 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANNE GRADY CORPORATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ANNE | NameControl |
| Phone | 4198666500 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1525 EBER ROAD | AddressLine1 |
| City | HOLLAND | City |
| State | OH | State |
| ZIP Code | 43528 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVID BOSTON | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 4198666500 | Phone |
| Date Signed | 2011-01-19 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Rosemary Orlando | Name |
| Phone | 2168311200 | Phone |
| 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 | DAVID BOSTON | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1525 EBER ROAD | AddressLine1 |
| City | HOLLAND | City |
| State | OH | State |
| ZIP Code | 43528 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 18523306 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.ANNEGRADY.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1977 | YearFormation |
| State Legal Domicile | OH | StateLegalDomicile |
| Activity Or Mission Description | ANNE GRADY CORPORATION PROVIDES A QUALITY ENVIRONMENT THAT ENSURES OPPORTUNITIES FOR PEOPLE WITH DEVELOPMENTAL DISABILITIES TO DISCOVER THEIR FULL POTENTIAL. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 5 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 5 | NbrIndependentVotingMembers |
| Total Nbr Employees | 720 | TotalNbrEmployees |
| Total Nbr Volunteers | 30 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 38721 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 27888 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 18335803 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 18254634 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -2145 | InvestmentIncomePriorYear |
| Investment Income Current Year | 19434 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 232380 | OtherRevenuePriorYear |
| Other Revenue Current Year | 221051 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 18604759 | TotalRevenuePriorYear |
| Total Revenue Current Year | 18523007 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 12380278 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 12546817 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 5256328 | OtherExpensePriorYear |
| Other Expenses Current Year | 4970990 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 17636606 | TotalExpensesPriorYear |
| Total Expenses Current Year | 17517807 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 968153 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1005200 | RevenuesLessExpensesCY |
| Total Assets BOY | 13286855 | TotalAssetsBOY |
| Total Assets EOY | 13971162 | TotalAssetsEOY |
| Total Liabilities BOY | 5835137 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 5514236 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 7451718 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 8456926 | NetAssetsOrFundBalancesEOY |
| Mission Description | ANNE GRADY CORPORATION PROVIDES DIGNITY, RESPECT, AND A QUALITY ENVIRONMENT THAT ENSURES OPPORTUNITIES FOR PEOPLE TO DISCOVER AND DEVELOP THEIR FULL POTENTIAL. WE ARE THE PREMIER RESIDENTIAL AND HEALTHCARE PROVIDER FOR INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 15218678 | Expense |
| Revenue | 18366085 | Revenue |
| Description | AN 84 BED FACILITY PROVIDING LONG TERM CARE FOR INDIVIDUALS WITH MENTAL RETARDATION AND/OR DEVELOPMENTAL DISABILITIES. THERE ARE FIVE SEPARATE GROUP HOMES FOR MR/DD INDIVIDUALS. | Description |
| Total Program Service Expense | 15218678 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | true | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | false | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | true | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 18 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 720 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Nbr Voting Governing Body Members | 5 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 5 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | STEVEN KING | NamePerson |
| Telephone Number | 4198666500 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1525 EBER ROAD | AddressLine1 |
| City | HOLLAND | City |
| State | OH | State |
| ZIP Code | 43528 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (7 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| DR RICHARD TORCHIA | ||||||
| PRESIDENT | 2.0 | X | X | 0 | 0 | 0 |
| HARRY R SILLETTI JR | ||||||
| TREASURER | 2.0 | X | X | 0 | 0 | 0 |
| THOMAS J GIBNEY | ||||||
| VICE PRESIDENT & SECRETARY | 2.0 | X | X | 0 | 0 | 0 |
| DONALD DUNKLE | ||||||
| DIRECTOR | 2.0 | X | 0 | 0 | 0 | |
| MICHAEL KANIA MCNULTY | ||||||
| DIRECTOR | 2.0 | X | 0 | 0 | 0 | |
| DAVID BOSTON | ||||||
| EXECUTIVE DIRECTOR | 37.5 | X | 93532 | 30989 | 1828 | |
| STEVEN KING | ||||||
| DIR OF FINANCE & ADMIN SERVICE | 37.5 | X | 56953 | 19194 | 3305 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 150485 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 50183 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 5133 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | false | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (4 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| paramount health insurance | |||||
| 1901 indian wood circle | MAUMEE | OH | 43537 | health insurance | 1445423 |
| Self-funded plans | |||||
| 1432 hamilton avenue | CLEVELAND | OH | 44114 | dental/prescription | 394526 |
| national medical excess | |||||
| 3018 s republic blvd | TOLEDO | OH | 43615 | stop loss insurance | 268815 |
| Philadelphia Insurance | |||||
| 7250 crossleigh court | TOLEDO | OH | 43617 | liability insurance | 111626 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 4 | NumberOfContractorsGT100K |
| Related Organizations | 27888 | RelatedOrganizations |
| Total Contributions | 27888 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PROGRAM SERVICE REVENUE | Description |
| Business Code | 623990 | BusinessCode |
| Total Revenue Column | 18254634 | TotalRevenueColumn |
| Related Or Exempt Function Income | 18254634 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 18254634 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 18103 | TotalRevenueColumn |
| Exclusion | $18,103 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 109600 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 109600 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 109600 | TotalRevenueColumn |
| Exclusion | $109,600 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 1630 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 299 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 1331 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1331 | TotalRevenueColumn |
| Exclusion | $1,331 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TRANSPORTATION INCOME | 480000 | 48000 | 48000 |
| INTERCOMPANY TRAINING | 900099 | 63451 | 63451 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 111451 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 18523007 | TotalRevenueColumn |
| Related Or Exempt Function Income | 18366085 | RelatedOrExemptFunctionIncome |
| Exclusion | $129,034 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 155618 | Total |
| Program Services | 137953 | ProgramServices |
| Management And General | 17665 | ManagementAndGeneral |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9789196 | Total |
| Program Services | 8677985 | ProgramServices |
| Management And General | 1111211 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1770854 | Total |
| Program Services | 1570065 | ProgramServices |
| Management And General | 200789 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 831149 | Total |
| Program Services | 729400 | ProgramServices |
| Management And General | 101749 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 60544 | Total |
| Management And General | 60544 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 46365 | Total |
| Management And General | 46365 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 33004 | Total |
| Management And General | 33004 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1454182 | Total |
| Program Services | 1452727 | ProgramServices |
| Management And General | 1455 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 239650 | Total |
| Program Services | 31038 | ProgramServices |
| Management And General | 208612 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 473435 | Total |
| Program Services | 453322 | ProgramServices |
| Management And General | 20113 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 87216 | Total |
| Program Services | 43686 | ProgramServices |
| Management And General | 43530 | ManagementAndGeneral |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 100723 | Total |
| Program Services | 86481 | ProgramServices |
| Management And General | 14242 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 702238 | Total |
| Program Services | 602944 | ProgramServices |
| Management And General | 99294 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 85018 | Total |
| Management And General | 85018 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| STAFF DEVELOPMENT | 60910 | 57963 | 2947 |
| MEDICAL SUPPLIES | 252461 | 252461 | |
| FRANCHISE FEES | 546916 | 546916 | |
| DIETARY | 353364 | 353364 | |
| QUALITY ASSURANCE | 81296 | 81296 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 393668 | Total |
| Program Services | 141077 | ProgramServices |
| Management And General | 252591 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17517807 | Total |
| Program Services | 15218678 | ProgramServices |
| Management And General | 2299129 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3110 | BOY |
| EOY | 3110 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2428532 | BOY |
| EOY | 3393195 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1676230 | BOY |
| EOY | 1883453 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8199 | BOY |
| EOY | 10052 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31673 | BOY |
| EOY | 70652 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 16322281 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 8190191 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8464250 | BOY |
| EOY | 8132090 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9983 | BOY |
| EOY | 7131 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 664878 | BOY |
| EOY | 471479 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13286855 | BOY |
| EOY | 13971162 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2048428 | BOY |
| EOY | 2019005 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3663880 | BOY |
| EOY | 3371628 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 122829 | BOY |
| EOY | 123603 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5835137 | BOY |
| EOY | 5514236 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7451718 | BOY |
| EOY | 8456926 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7451718 | BOY |
| EOY | 8456926 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13286855 | BOY |
| EOY | 13971162 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | false | 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 | 89608 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 52301 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 113250 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 38721 | CurrentTaxYearMinus1Year |
| Current Tax Year | 27888 | CurrentTaxYear |
| Total | 321768 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 16527054 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 16306495 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 17404909 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 18335803 | CurrentTaxYearMinus1Year |
| Current Tax Year | 18254634 | CurrentTaxYear |
| Total | 86828895 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 16616662 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 16358796 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 17518159 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 18374524 | CurrentTaxYearMinus1Year |
| Current Tax Year | 18282522 | CurrentTaxYear |
| Total | 87150663 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 87150663 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 44736 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 152687 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 30764 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 123575 | CurrentTaxYearMinus1Year |
| Current Tax Year | 127703 | CurrentTaxYear |
| Total | 479465 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 44736 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 152687 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 30764 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 123575 | CurrentTaxYearMinus1Year |
| Current Tax Year | 127703 | CurrentTaxYear |
| Total | 479465 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 99728 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 256509 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 193168 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 122780 | CurrentTaxYearMinus1Year |
| Current Tax Year | 111451 | CurrentTaxYear |
| Total | 783636 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 16761126 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 16767992 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 17742091 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 18620879 | CurrentTaxYearMinus1Year |
| Current Tax Year | 18521676 | CurrentTaxYear |
| Total | 88413764 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.98571 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.98622 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00542 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.00454 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 165594 | OtherCostOrOtherBasis |
| Book Value | 165594 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 7836569 | OtherCostOrOtherBasis |
| Depreciation | 4176948 | Depreciation |
| Book Value | 3659621 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 5810952 | OtherCostOrOtherBasis |
| Depreciation | 2490609 | Depreciation |
| Book Value | 3320343 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2034302 | OtherCostOrOtherBasis |
| Depreciation | 1247177 | Depreciation |
| Book Value | 787125 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 474864 | OtherCostOrOtherBasis |
| Depreciation | 275457 | Depreciation |
| Book Value | 199407 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 8132090 | TotalOfBookValueLandBuildings |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | RESIDENT FUNDS | Description |
| Amount | $123,603 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 123603 | TotalOfAmounts |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | THOMAS GIBNEY | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | DIRECTOR | Relationship |
| Amount Of Transaction | 46365 | AmountOfTransaction |
| Description Of Transaction | LEGAL SERVICES | DescriptionOfTransaction |
| Sharing Of Revenues | false | SharingOfRevenues |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| FORM 990 REVIEW PROCESS | PAGE 6, PART VI, SECTION B, #11A | FORM 990 IS REVIEWED BY THE DIRECTOR OF FINANCE. AFTER REVIEW, A COPY IS GIVEN TO THE EXECUTIVE DIRECTOR FOR HIS REVIEW. COPIES ARE ALSO SENT TO THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS FOR REVIEW. |
| MONITOR AND ENFORCE CONFLICT OF INTEREST POLICY | PAGE 6, PART VI, SECTION B, #12C | EACH BOARD MEMBER SIGNS A CONFLICT OF INTEREST STATEMENT. THEY ARE ASKED TO EITHER LEAVE THE ROOM OR ABSTAIN FROM VOTING IN THE EVENT OF A CONFLICT. |
| PROCESS FOR DETERMINING COMPENSATION | PAGE 6, PART VI, SECTION B, #15A & 15B | THE EXECUTIVE DIRECTOR'S SALARY IS DETERMINED ANNUALLY BY THE BOARD. THE EXECUTIVE DIRECTOR DETERMINES THE SALARY OF HIS TOP LEVEL MANAGEMENT TEAM. THE REMAINING POSITIONS ARE DETERMINED BY THE MANAGERS AS LONG AS IT FALLS WITHIN THE PAY SCALE FOR THE POSITION. THESE DO HAVE TO BE APPROVED BY THE EXECUTIVE DIRECTOR BEFORE IMPLEMENTATION. |
| 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. |
| ALLOCATION OF HOURS WORKED | page 7, part vii, section a, #1a, column (b) | Hours worked per week are allocated between the filing organization and related organizations as follows for the individuals listed within Part Vii: DAVID BOSTON - TOTAL HOURS PER WEEK = 50, SPLIT: ANNE GRADY CORPORATION - 37.5 HRS ANNE GRADY DAY PROGRAM - 7.5 HRS ANNE GRADY SERVICES - 5 HRS STEVEN KING - TOTAL HOURS PER WEEK = 50, SPLIT: ANNE GRADY CORPORATION - 37.5 HRS ANNE GRADY DAY PROGRAM - 7.5 HRS ANNE GRADY SERVICES - 5 HRS |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|
| ANNE GRADY SERVICES | |||||||||
| 1525 EBER ROAD | HOLLAND | OH | 43528 | 205126049 | HEALTH CARE | OH | 501(C)(3) | 11B-type ii | na |
| ANNE GRADY DAY PROGRAM | |||||||||
| 1525 EBER ROAD | HOLLAND | OH | 43528 | 205125909 | DAY PROGRAM | OH | 501(C)(3) | 2 | A G SERVICES |
| ANNE GRADY FOUNDATION | |||||||||
| 1525 EBER ROAD | HOLLAND | OH | 43528 | 311212795 | HOLDING ORG | OH | 501(C)(3) | 7 | na |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | true | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | true | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | true | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | true | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | true | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | true | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (14 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| ANNE GRADY FOUNDATION | |
| C | 24888 |
| ANNE GRADY FOUNDATION | |
| J | 133242 |
| ANNE GRADY DAY PROGRAM | |
| J | 9000 |
| ANNE GRADY DAY PROGRAM | |
| I | 109600 |
| ANNE GRADY DAY PROGRAM | |
| K | 48000 |
| ANNE GRADY DAY PROGRAM | |
| L | 1289530 |
| ANNE GRADY SERVICES | |
| M | 10800 |
| ANNE GRADY SERVICES | |
| L | 47844 |
| ANNE GRADY DAY PROGRAM | |
| K | 14441 |
| ANNE GRADY DAY PROGRAM | |
| K | 10685 |
| ANNE GRADY SERVICES | |
| D | 462 |
| ANNE GRADY DAY PROGRAM | |
| D | 95420 |
| ANNE GRADY DAY PROGRAM | |
| D | 3100 |
| ANNE GRADY DAY PROGRAM | |
| K | 39600 |
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