Civic Intelligence

Marilyn & Gordon Macklin Intergenerational Institute Inc.

990 • Fiscal year 2018 • EIN 30-0109669

Jan 01, 2018 to Dec 31, 2018 • Filed on Oct 31, 2019

15100 Birchaven LaneFindlay, OH 45840

(419) 425-3043

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

17th percentile

0.00x

Higher debt load relative to assets than 17% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

17th percentile

0.00x

Higher debt load relative to revenue than 17% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

25th percentile

-6.7%

Higher net margin than 25% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

40th percentile

$31,308

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 6.4% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

16th percentile

-8.1%

Faster asset growth than 16% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

27th percentile

-6.0%

Faster revenue growth than 27% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Assets

Down

$1,149,869

Down $40,291 (-3.4%) from 2016

Net Assets

Down

$1,148,604

Down $38,080 (-3.2%) from 2016

Liabilities

Down

$1,265

Down $2,211 (-64%) from 2016

Revenue

Up

$488,406

Up $2,365 (+0.5%) from 2016

Expenses

Up

$521,284

Up $39,285 (+8.2%) from 2016

Net Income

Down

-$32,878

Down $36,920 (-913%) from 2016

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5M$1.0M$500K$0Assets 2013: $1,276,710Liabilities 2013: $11,496Net Assets 2013: $1,265,2142013Assets 2014: $1,251,533Liabilities 2014: $9,295Net Assets 2014: $1,242,2382014Assets 2015: $1,168,187Liabilities 2015: $12,717Net Assets 2015: $1,155,4702015Assets 2016: $1,190,160Liabilities 2016: $3,476Net Assets 2016: $1,186,6842016Assets 2018: $1,149,869Liabilities 2018: $1,265Net Assets 2018: $1,148,6042018Assets 2019: $1,203,087Liabilities 2019: $1,599Net Assets 2019: $1,201,4882019Assets 2021: $1,328,870Liabilities 2021: $1,420Net Assets 2021: $1,327,4502021Assets 2022: $1,339,025Liabilities 2022: $1,209Net Assets 2022: $1,337,8162022Assets 2024: $1,498,010Liabilities 2024: $1,573Net Assets 2024: $1,496,4372024

Highlighted filing

2018

Assets$1,149,869
Liabilities$1,265
Net Assets$1,148,604

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KRevenue 2013: $464,163Expenses 2013: $485,932Net Income 2013: -$21,7692013Revenue 2014: $448,257Expenses 2014: $480,464Net Income 2014: -$32,2072014Revenue 2015: $432,721Expenses 2015: $473,975Net Income 2015: -$41,2542015Revenue 2016: $486,041Expenses 2016: $481,999Net Income 2016: $4,0422016Revenue 2018: $488,406Expenses 2018: $521,284Net Income 2018: -$32,8782018Revenue 2019: $491,913Expenses 2019: $526,688Net Income 2019: -$34,7752019Revenue 2021: $610,442Expenses 2021: $545,668Net Income 2021: $64,7742021Revenue 2022: $768,790Expenses 2022: $651,057Net Income 2022: $117,7332022Revenue 2024: $776,551Expenses 2024: $746,977Net Income 2024: $29,5742024

Highlighted filing

2018

Revenue$488,406
Expenses$521,284
Net Income-$32,878
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Oct 31, 2019
Return Version
2018v3.1
Gross Receipts
$587,872
Mission and Program Overview

Mission

To improve the lives of all ages through intergenerational care, training, and consultation

To improve the lives of all ages through intergenerational care.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$638,003$569,509▼ $68,494
Prepaid Expenses and Deferred Charges$420,000$380,000▼ $40,000
Cash and Non-Interest-Bearing Accounts$185,735$161,969▼ $23,766
Land, Buildings, and Equipment, Net$7,820$38,391▲ $30,571
Total Assets$1,251,558$1,149,869▼ $101,689
Liabilities
Accounts Payable and Accrued Expenses$1,965$1,265▼ $700
Total Liabilities$1,965$1,265▼ $700
Net Assets / Fund Balance
Unrestricted Net Assets$1,249,593$1,148,604▼ $100,989
Total Net Assets Fund Balance$1,249,593$1,148,604▼ $100,989
Total Liabilities and Net Assets / Fund Balance$1,251,558$1,149,869▼ $101,689

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$37,674$31,555$69,229
Leasehold Improvements$717$12,195$12,912
Other Land Buildings-$10,823$10,823
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Susan FarrellExec DirectoFT$31,308$31,308
Tiffani MurrayExec DirectoPT$5,933$5,933

Board Members and Trustees

NameTitle
Casey KleinPresident
Chad EdelBoard Member
Jeanette TateBoard Member
Melissa KidderBoard Member
Ron PfiefferBoard Member
Tricia WoodlandBoard Member
Martha RotheySecretary
Kyle McgrawTreasurer
Ben SappVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$80,259
Program Service Revenue
$380,538
Investment Income
$27,609
Other Revenue
$0
All Other Contributions
$79,497
Change in Net Assets
$-32,878

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table1$71,934Comparable Rent
Total Noncash Contributions1$71,934-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$321,805
Other Expenses$199,479
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$258,243--$258,243
Occupancy$111,934--$111,934
Current Officers, Directors, Trustees, and Key Employees$37,241--$37,241
Payroll Taxes$26,321--$26,321
Depreciation Depletion$7,620--$7,620
Fees for Services Accounting-$7,050-$7,050
Fees for Service Investment Mgmnt Fees-$6,833-$6,833
All Other Expenses$4,321--$4,321
Office Expenses$4,016--$4,016
Other Expenses$3,950--$3,950
Insurance$2,973$939-$3,912
Advertising$2,485--$2,485
Information Technology$702--$702
Total Functional Expenses$506,462$14,822$0$521,284
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

A copy of form 990 is provided to all finance committee members and approved prior to filing with the irs if possible. Approval by the finance committee is then made as a motion to the full board for approval.

Form 990, Page 6, Part VI, Line 12C

All members with decision making authority are required to disclose all known potential conflicts of interest and make all decisions solely for the best interest of the institute. If any conflicts arise that member is asked to recuse themselves from any discussion and possible vote related to the issue.

Form 990, Page 6, Part VI, Line 15A

The institute has created a job description / review form which is completed and signed by the president. The board of trustees determines the executive director and officers (if applicable) compensation package after examining the results of the performance review.

Form 990, Page 6, Part VI, Line 15B

The institute has created a job description / review form which is completed and signed by the president. The board of trustees determines the executive director and officers (if applicable) compensation package after examining the results of the performance review.

Form 990, Page 6, Part VI, Line 19

Governing documents disclosure and explanation documents are available upon request.

Filing and Contact Details

Filer

Filer Name
Marilyn & Gordon Macklin
EIN
30-0109669
Phone
4194253043
Address
15100 BIRCHAVEN LANE, FINDLAY, OH 45840

Signing Officer

Name
Casey Klein
Title
President
Phone
4194253047
Signed
2019-10-31

Organization Details

Principal Officer
Casey Klein
Formed
2002
Legal Domicile
Oh
Voting Board Members
9
Independent Board Members
9
Employees
41

Preparer

Firm
Coward Pinski & Associates LLC
Address
101 W SANDUSKY ST STE 200, FINDLAY, OH 45840-3276
Preparer
Julie a Hoepf
Phone
4194250163
Raw XML AppendixShowing 400 of 443 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt01965
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt01265
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO IMPROVE THE LIVES OF ALL AGES THROUGH INTERGENERATIONAL CARE.
IRS990/AdvertisingGrp/ProgramServicesAmt02485
IRS990/AdvertisingGrp/TotalAmt02485
IRS990/AllOtherContributionsAmt079497
IRS990/AllOtherExpensesGrp/ProgramServicesAmt04321
IRS990/AllOtherExpensesGrp/TotalAmt04321
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0MACKLIN INTERGENERATIONAL INSTITUTE
IRS990/BooksInCareOfDetail/PhoneNum04194253043
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt015100 BIRCHAVEN LANE
IRS990/BooksInCareOfDetail/USAddress/CityNm0FINDLAY
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990/BooksInCareOfDetail/USAddress/ZIPCd045840
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0185735
IRS990/CashNonInterestBearingGrp/EOYAmt0161969
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt037241
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt037241
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContriRptFundraisingEventAmt0762
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt080259
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt027609
IRS990/CYOtherExpensesAmt0199479
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0380538
IRS990/CYRevenuesLessExpensesAmt0-32878
IRS990/CYSalariesCompEmpBnftPaidAmt0321805
IRS990/CYTotalExpensesAmt0521284
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0488406
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0true
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt07620
IRS990/DepreciationDepletionGrp/TotalAmt07620
IRS990/Desc0TO CREATE AND OPERATE A COMMUNITY PARTNERSHIP THAT ESTABLISHES QUALITY INTERGENERATIONAL CARE FOR CHILDREN AND ELDERS.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt041
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0506462
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt07050
IRS990/FeesForServicesAccountingGrp/TotalAmt07050
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt06833
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt06833
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt115.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/PersonNm0SUSAN FARRELL
IRS990/Form990PartVIISectionAGrp/PersonNm1TIFFANI MURRAY
IRS990/Form990PartVIISectionAGrp/PersonNm2CHAD EDEL
IRS990/Form990PartVIISectionAGrp/PersonNm3JEANETTE TATE
IRS990/Form990PartVIISectionAGrp/PersonNm4MARTHA ROTHEY
IRS990/Form990PartVIISectionAGrp/PersonNm5MELISSA KIDDER
IRS990/Form990PartVIISectionAGrp/PersonNm6RON PFIEFFER
IRS990/Form990PartVIISectionAGrp/PersonNm7CASEY KLEIN
IRS990/Form990PartVIISectionAGrp/PersonNm8TRICIA WOODLAND
IRS990/Form990PartVIISectionAGrp/PersonNm9KYLE MCGRAW
IRS990/Form990PartVIISectionAGrp/PersonNm10BEN SAPP
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt031308
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15933
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/TitleTxt0EXEC DIRECTO
IRS990/Form990PartVIISectionAGrp/TitleTxt1EXEC DIRECTO
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt10VICE PRESIDE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02002
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingAmt0762
IRS990/GainOrLossGrp/OtherAmt03357
IRS990/GainOrLossGrp/SecuritiesAmt03879
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt03357
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0103345
IRS990/GrossReceiptsAmt0587872
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt09
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt0702
IRS990/InformationTechnologyGrp/TotalAmt0702
IRS990/InsuranceGrp/ManagementAndGeneralAmt0939
IRS990/InsuranceGrp/ProgramServicesAmt02973
IRS990/InsuranceGrp/TotalAmt03912
IRS990/InvestmentIncomeGrp/ExclusionAmt020373
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt020373
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0638003
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0569509
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt054573
IRS990/LandBldgEquipBasisNetGrp/BOYAmt07820
IRS990/LandBldgEquipBasisNetGrp/EOYAmt038391
IRS990/LandBldgEquipCostOrOtherBssAmt092964
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt099466
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO IMPROVE THE LIVES OF ALL AGES THROUGH INTERGENERATIONAL CARE.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01249593
IRS990/NetAssetsOrFundBalancesEOYAmt01148604
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt07236
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt07236
IRS990/NetUnrlzdGainsLossesInvstAmt0-68111
IRS990/NoncashContributionsAmt071934
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt0111934
IRS990/OccupancyGrp/TotalAmt0111934
IRS990/OfficeExpensesGrp/ProgramServicesAmt04016
IRS990/OfficeExpensesGrp/TotalAmt04016
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherExpensesGrp/Desc0CONTRACTED FOOD SERVICE
IRS990/OtherExpensesGrp/Desc1SUPPLIES
IRS990/OtherExpensesGrp/Desc2BANK & CC PROCESS FEES
IRS990/OtherExpensesGrp/Desc3EMPLOYEE TRAINING
IRS990/OtherExpensesGrp/ProgramServicesAmt026175
IRS990/OtherExpensesGrp/ProgramServicesAmt110287
IRS990/OtherExpensesGrp/ProgramServicesAmt210194
IRS990/OtherExpensesGrp/ProgramServicesAmt33950
IRS990/OtherExpensesGrp/TotalAmt026175
IRS990/OtherExpensesGrp/TotalAmt110287
IRS990/OtherExpensesGrp/TotalAmt210194
IRS990/OtherExpensesGrp/TotalAmt33950
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0258243
IRS990/OtherSalariesAndWagesGrp/TotalAmt0258243
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/ProgramServicesAmt026321
IRS990/PayrollTaxesGrp/TotalAmt026321
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0420000
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0380000
IRS990/PrincipalOfficerNm0CASEY KLEIN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0624410
IRS990/ProgramServiceRevenueGrp/Desc0DAYCARE REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0380538
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0380538
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt077432
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt038783
IRS990/PYOtherExpensesAmt0179987
IRS990/PYProgramServiceRevenueAmt0403472
IRS990/PYRevenuesLessExpensesAmt013780
IRS990/PYSalariesCompEmpBnftPaidAmt0325920
IRS990/PYTotalExpensesAmt0505907
IRS990/PYTotalRevenueAmt0519687
IRS990/ReconcilationRevenueExpnssAmt0-32878
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0380538
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt05675
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt05792
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt05822
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt05525
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt05722
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt028536
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt080259
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt077432
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt072885
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt073670
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt069205
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0373451
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt020373
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt019390
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt014168
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt017944
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt018593
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt090468
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0380538
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0403472
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0399320
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0325040
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0359634
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01868004
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt020373
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt019390
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt014168
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt017944
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt018593
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt090468
IRS990ScheduleA/InvestmentIncomeCYPct00.04000
IRS990ScheduleA/InvestmentIncomePYPct00.04000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.94900
IRS990ScheduleA/PublicSupportPY509Pct00.94810
IRS990ScheduleA/PublicSupportTotal509Amt02212919
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt05675
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt05792
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt05822
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt05525
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt05722
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt028536
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0460797
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0480904
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0472205
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0398710
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0428839
IRS990ScheduleA/Total509Grp/TotalAmt02241455
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0481170
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0500294
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0486373
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0416654
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0447432
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02331923
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt037674
IRS990ScheduleD/EquipmentGrp/DepreciationAmt031555
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt069229
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0717
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt012195
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt012912
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt010823
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt010823
IRS990ScheduleD/TotalBookValueLandBuildingsAmt038391
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt01
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc0RENT REDUCTION
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt0COMPARABLE RENT
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd0X
IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt071934
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd0false
IRS990ScheduleM/SupplementalInformationDetail/ExplanationTxt0LINE 25 -THIS IS THE AMOUNT THAT DONOR IS GIFTING TO THE INSTITUTE FOR OCCUPANCY DURING THE CONTRACTUAL PERIOD.
IRS990ScheduleM/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE M, PAGE 2, PART II
IRS990ScheduleM/ThirdPartiesUsedInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF FORM 990 IS PROVIDED TO ALL FINANCE COMMITTEE MEMBERS AND APPROVED PRIOR TO FILING WITH THE IRS IF POSSIBLE. APPROVAL BY THE FINANCE COMMITTEE IS THEN MADE AS A MOTION TO THE FULL BOARD FOR APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL MEMBERS WITH DECISION MAKING AUTHORITY ARE REQUIRED TO DISCLOSE ALL KNOWN POTENTIAL CONFLICTS OF INTEREST AND MAKE ALL DECISIONS SOLELY FOR THE BEST INTEREST OF THE INSTITUTE. IF ANY CONFLICTS ARISE THAT MEMBER IS ASKED TO RECUSE THEMSELVES FROM ANY DISCUSSION AND POSSIBLE VOTE RELATED TO THE ISSUE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE INSTITUTE HAS CREATED A JOB DESCRIPTION / REVIEW FORM WHICH IS COMPLETED AND SIGNED BY THE PRESIDENT. THE BOARD OF TRUSTEES DETERMINES THE EXECUTIVE DIRECTOR AND OFFICERS (IF APPLICABLE) COMPENSATION PACKAGE AFTER EXAMINING THE RESULTS OF THE PERFORMANCE REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE INSTITUTE HAS CREATED A JOB DESCRIPTION / REVIEW FORM WHICH IS COMPLETED AND SIGNED BY THE PRESIDENT. THE BOARD OF TRUSTEES DETERMINES THE EXECUTIVE DIRECTOR AND OFFICERS (IF APPLICABLE) COMPENSATION PACKAGE AFTER EXAMINING THE RESULTS OF THE PERFORMANCE REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCUMENTS DISCLOSURE AND EXPLANATION DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OH
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01251558
IRS990/TotalAssetsEOYAmt01149869
IRS990/TotalAssetsGrp/BOYAmt01251558
IRS990/TotalAssetsGrp/EOYAmt01149869
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt080259
IRS990/TotalEmployeeCnt041
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt014822
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0506462
IRS990/TotalFunctionalExpensesGrp/TotalAmt0521284
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01965
IRS990/TotalLiabilitiesEOYAmt01265
IRS990/TotalLiabilitiesGrp/BOYAmt01965
IRS990/TotalLiabilitiesGrp/EOYAmt01265
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01249593
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01148604
IRS990/TotalProgramServiceExpensesAmt0506462
IRS990/TotalProgramServiceRevenueAmt0380538
IRS990/TotalReportableCompFromOrgAmt037241
IRS990/TotalRevenueGrp/ExclusionAmt027609
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0380538
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0488406
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01251558
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01149869
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings