2011-05-11T15:50:05-05:00 2010-06-30 ERNST & YOUNG US LLP 1100 HUNTINGTON CTR 41 S HIGH ST COLUMBUS OH 43215 990 2009-07-01 311166164 OHIO PRESBYTERIAN RETIREMENT SVCS FDN OHIO 6148887800 1001 KINGSMILL PARKWAY COLUMBUS OH 43229 THOMAS KELLEY 2011-05-09 6142245678 2009 2016-02-24 21:20:13Z Thomas Hofmann President 1001 Kingsmill Parkway Columbus OH 43229 22215371 false X WWW.OPRSFOUNDATION.ORG X 1986 OH 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. 20 19 28 17 0 0 7676585 4547361 0 -2595654 1691082 0 0 5080931 6238443 5854536 3054901 0 1879672 1690356 0 1498465 863704 889349 8597912 5634606 -3516981 603837 51703873 53836816 7761678 7458524 43942195 46378292 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. false false 3054901 3054901 Providing dignity 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 Village Cape May Retirement Village Dorothy Love Retirement Community Lake Vista of Cortland Llanfair Retirement Community Mount Pleasant Retirement Village Park Vista Retirement Community Rockynol Retirement Community Swan Creek Retirement Village Westminster-Thurber Community The Vineyard on Catawba Senior Independence MISSION 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. HELPING MEET THE NEEDS Contributions of many kinds are important to our work and may be designated for any of the following purposes: Life Care The 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 Support Donors 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 Program Another 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 programs serve 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 Support Many 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 Growth The Foundation's overall assets for fiscal year 2010 finished at $53.8 million. The Foundation received gifts totaling $4.5 million. Communications o The 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. o 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 programs o The OPRS Foundation developed a volunteer recognition program two years ago and it is now being carried out in full. o 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. o 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. o 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. o 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 Strategies o Redoing 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. o 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. 3054901 true true false false false false false false true true false true false false false false false false false false false true false true false false false false false false false false true false false false false true true false false true 245 0 true 28 true false false false false false false false false false 20 19 false false false false true true true true true false false false true true true true true true true false OH X Thomas Kelly 6148887800 1001 Kingsmill Parkway Columbus OH 43229 Cheryl Boyer 2.0 X 0 0 0 James P Bruner 2.0 X 0 0 0 Stephen Croake 2.0 X 0 0 0 William Dennler 2.0 X 0 0 0 Ann Evans 2.0 X 0 0 0 Bruce Boyd 2.0 X 0 0 0 Patricia P Cash 2.0 X 0 0 0 James W Graham 2.0 X 0 0 0 Donald E Hoffman 2.0 X 0 0 0 Pauline Jernberg 2.0 X 0 0 0 David J Kaasa 2.0 X 0 344474 34759 Edward S Markel 2.0 X 0 0 0 Benjamin F Marsh 2.0 X 0 0 0 Louise Pence 2.0 X 0 0 0 Richard Reesey 2.0 X 0 0 0 Stan R Seagle 2.0 X 0 0 0 James H Sisek 2.0 X 0 0 0 Michelle Tognetti 2.0 X 0 0 0 John L Gray 2.0 X 0 0 0 Richard L Hart 2.0 X 0 0 0 Thomas Hofmann 40.0 X 246396 0 29519 Sue Welty 40.0 X 120312 0 18747 366708 344474 83025 2 false true false 0 9596 723356 3814409 85243 4547361 0 1392859 1392859 0 0 16105647 169504 15769229 207699 336418 -38195 298223 298223 0 0 0 0 6238443 1691082 3054901 3054901 0 0 0 414974 414974 0 976101 162442 813659 35636 13602 22034 176212 37415 138797 87433 27899 59534 0 0 42000 42000 0 0 0 58795 58795 30832 634 30198 132825 54592 78233 0 0 286293 169540 116753 87913 10790 77123 0 29258 20328 8930 0 0 31664 31664 12037 12037 Miscellaneous 166186 81512 84674 FUNDRAISING TRAINING 9735 9735 MANAGEMENT/GENERAL TRAINING 1811 1811 5634606 3054901 1081240 1498465 7227205 6083122 768009 0 2642082 4154874 6397 0 852401 711456 127727 140945 38271567 42641371 2660886 816504 51703873 53836816 2360254 2393846 1167545 1150200 4233879 3914478 7761678 7458524 X 4030039 7885796 9256229 6746800 30655927 31745696 43942195 46378292 51703873 53836816 X false true true X false X X X false false false OHIO PRESBYTERIAN RETIREMENT SERVICES COMMUNITIES 344429863 09 true true true 3054901 1 3054901 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 24764657 866587 3565292 977645 93674 28125217 29793377 1781359 -5288842 1414058 107179 24764657 0.96360 0.03640 false false 21755 6369 15386 609001 575269 33732 221645 129819 91826 140944 0 ANNUITY LIABILITY 3914478 3914478 Endowment Funds Schedule D, Part V 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. Financial Statement Footnote Regarding Fin 48 Schedule D, Part X In July, 2006, FASB Interpretation No. 48(FIN 48), accounting for uncertainty in income taxes, an interpretation of FASB Statement No. 109, was issued. This interpretation requires that realization of an uncertain income tax position must be more likely than not(i.e. greater than 50% likelihood of receiving benefit) before it can be recognized in the financial statements. Furthermore, this interpretation prescribes the benefit to be recorded in the financial statements as the amount most likely to be realized assuming a review by tax authorities having all relevant information and applying current conventions. This interpretation also clarifies the financial statement classification of tax-related penalties and interest and sets forth new disclosures regarding unrecognized tax benefits. This interpretation is effective for fiscal years beginning after December 15, 2006, and the corporation adopted this interpretation for the years ended June 30, 2008 and after. There was no impact on the financial statements as of June 30, 2010 and 2009 from the adoption of FIN 48. true Ohio Presbyterian Retirement Svcs Comm 1001 Kingsmill Parkway Columbus OH 43229 344429863 501(c)(3) 3054901 Aid recipient for providing care for older adults 1 Form 990, Schedule I Description of Organization's Procedures for Monitoring Use of Grants OPRSF gives to OPRS Communities as appropriate and as monies are available. X true true X X X X false false false false false false false false false David J Kaasa 0 302126 0 0 0 42348 0 17969 0 16790 0 379233 0 0 Thomas Hofmann 213732 0 0 0 32664 0 15982 0 13537 0 275915 0 0 0 Supplemental Compensation Information DAVID J. KAASA, DIRECTOR, IS PAID FROM OHIO PRESBYTERIAN RETIREMENT SERVICES COMMUNITIES, A RELATED ORGANIZATION. X 1 10780 X 1 8450 X GRAND PIANO IMPROVEMENTS 2 25745 0 X V-FORCE VIBRATION THERAPY SYSTEM 1 5978 0 X ARCHITECHTURAL DRAWINGS 1 6930 0 X QL 120 ORGAN W 2 SPEAKERS 1 27360 0 5 false true true Third Party Sales of Donated Property Schedule M, Part I, Question 32A The entity uses a real estate agent to sell donated real estate items. Description of Classes of Members or Stockholders Form 990, Part VI, Question 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. Description of Classes of Persons and the Nature of Their Rights Form 990, Part VI, Question 7a The OPRS Board of Directors has the power to elect the boards of directors of the OPRS Foundation. The Code of Regulations of the Foundation corporation establishes the number of corporation board members at 20. Descr Classes of Persons, Decisions Requiring Appr & Type of Voting Rights Form 990, Part VI, Question 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. Describe Process used by Management &/or Governing Body to Review 990 Form 990, Part VI, Question 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. Description of Process to Monitor Transactions for Conflicts of Interest Form 990, Part VI, Question 12c 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 conflicts arise, 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 recuse themselves, ie, not vote on the matter. Offices & Positions for Which Process was Used, & Year Process was Begun Form 990, Part VI, Question 15a The process for determining compensation of top officials 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. Offices & Positions for Which Process was Used, & Year Process was Begun Form 990, Part VI, Question 15b The process for determining compensation of top officials 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. Avail of Gov Docs, Conflict of Interest Policy, & Fin Stmts to Gen Public Form 990, Part VI, Question 19 Documents are provided upon written request. OHIO PRESBYTERIAN RETIREMENT SERVICES 1001 Kingsmill Parkway Columbus OH 43229 311340918 SUPPORT OH 501(C)(3) 11-TYPE II NA OHIO Presbyterian Retirement Svcs Comm 344429863 ADULT CARE OH 501(c)(3) 9 OPRS VINEYARD CONDOMINIUM ASSOCIATION 1001 KINGSMILL PARKWAY COLUMBUS OH 43229 262702410 MANAGEMENT OH 501(C)(4) OPRSC SENIOR INDEPENDENCE 1001 KINGSMILL PARKWAY COLUMBUS OH 43229 272564811 SENIOR CARE OH 501(C)(3) 9 OPRS OPRS DEVELOPMENT CORPORATION 1001 KINGSMILL PARKWAY COLUMBUS OH 43229 311166160 INACTIVE OH NA C false true false false false false false false false false false false false false false false true true Ohio Presbyterian Retirement Svcs Communities r 139875 Ohio Presbyterian Retirement Svcs Communities b 3054901