Civic Intelligence

Heinzerling Foundation

990 • Fiscal year 2013 • EIN 31-0668084

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 03, 2014

Organization ProfileWWW.HEINZERLING.ORG

View Organization Page

1800 Heinzerling Dr43223

(614) 272-8888

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$19,767,478

Up $688,512 (+3.6%) from 2012

Net Assets

Up

$12,200,796

Up $276,961 (+2.3%) from 2012

Liabilities

Up

$7,566,682

Up $411,551 (+5.8%) from 2012

Revenue And Expenses

Revenue

$24,852,011

No earlier filing loaded for comparison.

Expenses

Up

$24,632,378

Up $312,676 (+1.3%) from 2012

Net Income

$219,633

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$60M$40M$20M$0Assets 2010: $23,494,917Liabilities 2010: $11,485,768Net Assets 2010: $12,009,1492010Assets 2011: $18,357,759Liabilities 2011: $6,913,941Net Assets 2011: $11,443,8182011Assets 2012: $19,078,966Liabilities 2012: $7,155,131Net Assets 2012: $11,923,8352012Assets 2013: $19,767,478Liabilities 2013: $7,566,682Net Assets 2013: $12,200,7962013Assets 2014: $19,452,411Liabilities 2014: $6,243,067Net Assets 2014: $13,209,3442014Assets 2015: $19,178,095Liabilities 2015: $5,055,509Net Assets 2015: $14,122,5862015Assets 2017: $21,447,585Liabilities 2017: $4,216,836Net Assets 2017: $17,230,7492017Assets 2018: $21,670,671Liabilities 2018: $3,969,447Net Assets 2018: $17,701,2242018Assets 2019: $24,170,690Liabilities 2019: $3,691,950Net Assets 2019: $20,478,7402019Assets 2020: $27,867,041Liabilities 2020: $2,575,198Net Assets 2020: $25,291,8432020Assets 2021: $30,614,950Liabilities 2021: $2,168,224Net Assets 2021: $28,446,7262021Assets 2022: $32,934,653Liabilities 2022: $1,942,018Net Assets 2022: $30,992,6352022Assets 2023: $36,264,303Liabilities 2023: $2,261,677Net Assets 2023: $34,002,6262023Assets 2024: $43,546,067Liabilities 2024: $2,518,363Net Assets 2024: $41,027,7042024

Highlighted filing

2013

Assets$19,767,478
Liabilities$7,566,682
Net Assets$12,200,796
Open 2013 Filing

Operations Trend

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

$60M$40M$20M$0Expenses 2010: $23,852,2752010Expenses 2011: $24,099,2492011Expenses 2012: $24,319,7022012Revenue 2013: $24,852,011Expenses 2013: $24,632,378Net Income 2013: $219,6332013Revenue 2014: $25,369,603Expenses 2014: $24,516,425Net Income 2014: $853,1782014Revenue 2015: $25,115,555Expenses 2015: $24,042,951Net Income 2015: $1,072,6042015Revenue 2017: $24,003,633Expenses 2017: $22,981,275Net Income 2017: $1,022,3582017Revenue 2018: $24,193,920Expenses 2018: $23,298,343Net Income 2018: $895,5772018Revenue 2019: $27,346,436Expenses 2019: $24,907,799Net Income 2019: $2,438,6372019Revenue 2020: $29,900,537Expenses 2020: $25,355,685Net Income 2020: $4,544,8522020Revenue 2021: $27,058,403Expenses 2021: $24,461,958Net Income 2021: $2,596,4452021Revenue 2022: $30,964,590Expenses 2022: $26,535,115Net Income 2022: $4,429,4752022Revenue 2023: $33,019,165Expenses 2023: $31,036,010Net Income 2023: $1,983,1552023Revenue 2024: $41,447,530Expenses 2024: $35,171,387Net Income 2024: $6,276,1432024

Highlighted filing

2013

Revenue$24,852,011
Expenses$24,632,378
Net Income$219,633
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 3, 2014
Return Version
2013v3.0
Gross Receipts
$24,940,413
Mission and Program Overview

Mission

Care and habilitation of developmentally disabled citizens (208 total beds).

Long-term care for developmentally disabled children and adults.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$6,137,083$6,065,072▼ $72,011
Land, Buildings, and Equipment, Net$6,333,441$5,927,576▼ $405,865
Investments Program Related$4,136,228$4,478,781▲ $342,553
Accounts Receivable$1,894,409$1,975,986▲ $81,577
Prepaid Expenses and Deferred Charges$164,705$180,384▲ $15,679
Cash and Non-Interest-Bearing Accounts$1,900$1,900→ $0
Total Assets$19,078,966$19,767,478▲ $688,512
Other Assets Total$411,200$1,137,779▲ $726,579
Liabilities
Tax Exempt Bond Liabilities$3,892,071$3,646,419▼ $245,652
Accounts Payable and Accrued Expenses$2,749,796$2,550,811▼ $198,985
Other Liabilities$298,042$1,167,814▲ $869,772
Mortgage Notes Payable Secured by Investment Property$215,222$201,638▼ $13,584
Total Liabilities$7,155,131$7,566,682▲ $411,551
Net Assets / Fund Balance
Unrestricted Net Assets$11,219,822$11,596,111▲ $376,289
Temporarily Rstr Net Assets$704,013$604,685▼ $99,328
Total Net Assets Fund Balance$11,923,835$12,200,796▲ $276,961
Total Liabilities and Net Assets / Fund Balance$19,078,966$19,767,478▲ $688,512

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$4,101,427$9,451,670$13,553,097
Equipment$668,482$4,062,125$4,730,607
Other Land Buildings$648,059$790,906$1,438,965
Land$509,608-$509,608
Investment Program Related Org$4,478,781--
Other Assets Org$13,588--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$4,136,228-▲ $365,147-$4,478,781
2012$3,724,623-▲ $425,285-$4,136,228
2011$3,806,931-▼ $68,964-$3,724,623
2010$3,390,306-▲ $428,846-$3,806,931
2009$2,626,971-▲ $779,583-$3,390,306
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robert E HeinzerlingPresident/exec. DirectorFT$158,301$27,240$185,541
N Christine RafeldAdministratorFT$101,202$24,655$125,857
Danella HicksDirector of FinanceFT$77,969$20,105$98,074

Board Members and Trustees

NameTitle
DANIEL M O'BRIENChairman of the Board
Kathryn P HeinzerlingVice President
Benjamin M MinisterTrustee
Colleen K Nissl JdTrustee
John E Hollback JrTrustee
Keith JohnsonTrustee
Linda Heinzerling RnTrustee
R Kevin Kerns EsqTrustee
Rick a WannerTrustee
Valerie E RuddockTrustee
Doris Edwards RnSecretary
Rob KooglerTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Franklin County Board Of MrddDay Programming Services-$1,035,749
Columbus Center For Human ServicesDay Programming Services-$497,175
Revenue and Support

Revenue Composition

Contributions and Grants
$185,977
Program Service Revenue
$23,920,045
Investment Income
$6,100
Other Revenue
$739,889
All Other Contributions
$169,733
Change in Net Assets
$219,633

Audited Revenue Reconciliation

Revenue per Audited Statements
$24,940,413
Revenue Not Reported on Financial Statements
$-88,402
Revenue Not Reported on Form 990
$57,328
Other Revenue Adjustments
$-88,402
Total Revenue per Audited Statements
$24,997,741
Total Revenue per Form 990
$24,852,011
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$17,803,591
Other Expenses$6,809,475
Total Fundraising Expense$100,801
Professional Fundraising Fees$19,312
Grants and Similar Amounts Paid$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$13,380,998$455,723$35,171$13,871,892
Other Employee Benefits$2,083,171$97,830$12$2,181,013
Fees for Services Other$1,605,200$73,705-$1,678,905
Office Expenses$1,315,607$151,913$31,673$1,499,193
Payroll Taxes$1,391,150$68,313$2,977$1,462,440
Depreciation Depletion$599,528$77,898$1,818$679,244
Occupancy$405,840$13,878$841$420,559
Current Officers, Directors, Trustees, and Key Employees-$286,380$1,866$288,246
Conferences and Meetings$152,072$9,237-$161,309
Interest$135,873--$135,873
Fees for Services Accounting-$101,005-$101,005
Fees for Services Legal-$98,394-$98,394
Information Technology-$95,904$1,003$96,907
Insurance$91,117$3,116$189$94,422
Advertising$500$22,254$2,249$25,003
All Other Expenses-$20,027$1,503$21,530
Fees for Services Professional Fundraising--$19,312$19,312
Travel-$4,400$2,187$6,587
Other Expenses$300--$300
Total Functional Expenses$22,951,600$1,579,977$100,801$24,632,378

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$24,720,780
Expenses per Audited Statements$24,632,378
Total Expenses per Form 990$24,632,378
Expenses Not Reported on Form 990$88,402
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$124,328
Fundraising Direct Expenses$72,222
Professional Fundraising Fees$19,312
Gaming Gross Income$1,655
Gaming Direct Expenses$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$75,304$67,857$31,547$36,310
Event 2$36,937$35,100$21,400$13,700
Total Events$140,572$124,328$72,222$52,106
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Resident Fund Liability$1,057,073
Fv of Interest Rate Swap$110,741

Bond Issues

BondIssuerIssuedIssue PricePurpose
A57-12394302010-12-30$4,675,000Refinance prior issues dated 11/1/1995 and 03/27/2001

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$4,675,000-$732,582$58,224

Bond Financing Compliance

No rebate due
No
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
Yes
Corrective action procedures
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
No
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, Part VI, Section A, Line 2

“Kathryn p. Heinzerling, vice president, is the mother of robert e. Heinzerling, president, and linda s. Heinzerling, trustee.”

Form 990, Part VI, Section B, Line 11

“The director of finance reviews the finished form 990 before a copy of it is provided to all board members for review prior to filing.”

Form 990, Part VI, Section B, Line 12C

“Each year, members of the board of directors review the conflict of interest policy. All board members, officers, and department heads must complete a disclosure form when they first join and then annually identifying any relationships, positions or circumstances in which he or she is involved that he or she believes could contribute to a conflict of interest. All board members are aware that conflicts of interest should be disclosed upon discovery. The director of finance reviews these disclosures and monitors invoices to follow up on activities with parties that may have a conflict of interest. Any board member with a conflict of interest abstains from voting on that particular issue.”

Form 990, Part VI, Section B, Line 15A

“Input is requested from all board members annually regarding the salary of the executive director. The organization uses other directors' compensation as a measurement for the executive director's salary. This information is discussed and approved in the executive session of the board meeting. Compensation decisions are documented in the meeting notes kept by the secretary and president. This process was last undertaken during 2013.”

Form 990, Part VI, Section C, Line 19

“The governing documents, conflict of interest policy, and financial statements are made available to the public upon request.”

Filing and Contact Details

Filer

EIN
31-0668084
Phone
6142728888

Signing Officer

Name
Robert E Heinzerling
Title
Executive Director
Phone
6142728888
Signed
2014-11-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert E Heinzerling
Formed
1959
Legal Domicile
Oh
Voting Board Members
13
Independent Board Members
12
Employees
809
Volunteers
1,693

Preparer

Preparer
Bernie Ostrowski
Phone
6148493000
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in fmv of interest rate swap agreements 57,328.”

FORM 990, PART XII, LINE 2C:

“The finance committee assumes responsibility for oversight of the audit of the financial statements. The selection of an independent auditor is discussed at board meetings. This process has not changed from the prior year.”

Financial Statement Notes

PART V, LINE 4:

“Investment until purpose is designated by the board.”

PART X, LINE 2:

“A provision for income taxes has not been included in the financial statements since the foundation has received tax-exempt status as an other-than-private foundation from the internal revenue service under section 501(c)(3). Accounting principles generally accepted in the united states of america require management to evaluate tax positions taken by the foundation and recognize a tax liability if the foundation has taken an uncertain position that more likely than not would not be sustained upon examination by the irs or other applicable taxing authorities. Management has analyzed the tax positions taken by the foundation and has concluded that as of december 31, 2013, there are no uncertain positions taken or expected to be taken that would require recognition of a liability or disclosure in the financial statements. The foundation is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The foundation files federal and state tax returns and believes it is no longer subject to federal, state, or local income tax examinations by tax authorities for the years before 2010.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Fmv change in interest rate swap agreement 57,328.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Reclass of special event expenses -72,222. Reclass of rental expenses -16,180.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Reclass of special event expenses 72,222. Reclass of rental expenses 16,180.”

Raw XML AppendixShowing 400 of 756 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/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt02749796
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt02550811
IRS990/AccountsReceivableGrp/BOYAmt01894409
IRS990/AccountsReceivableGrp/EOYAmt01975986
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0LONG-TERM CARE FOR DEVELOPMENTALLY DISABLED CHILDREN AND ADULTS.
IRS990/AdvertisingGrp/FundraisingAmt02249
IRS990/AdvertisingGrp/ManagementAndGeneralAmt022254
IRS990/AdvertisingGrp/ProgramServicesAmt0500
IRS990/AdvertisingGrp/TotalAmt025003
IRS990/AllOtherContributionsAmt0169733
IRS990/AllOtherExpensesGrp/FundraisingAmt01503
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt020027
IRS990/AllOtherExpensesGrp/TotalAmt021530
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine10DEBBIE ROGNER
IRS990/BooksInCareOfDetail/PhoneNum06142728888
IRS990/BooksInCareOfDetail/USAddress/AddressLine101800 HEINZERLING DR
IRS990/BooksInCareOfDetail/USAddress/City0COLUMBUS
IRS990/BooksInCareOfDetail/USAddress/State0OH
IRS990/BooksInCareOfDetail/USAddress/ZIPCode043223
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt01900
IRS990/CashNonInterestBearingGrp/EOYAmt01900
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt02
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt01866
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0286380
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0288246
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt09237
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt0152072
IRS990/ConferencesMeetingsGrp/TotalAmt0161309
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt01035749
IRS990/ContractorCompensationGrp/CompensationAmt1497175
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine102879 JOHNSTOWN RD
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine11540 INDUSTRIAL MILE RD
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/City0COLUMBUS
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/City1COLUMBUS
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/State0OH
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/State1OH
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCode043219
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCode143228
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine10FRANKLIN COUNTY BOARD OF MRDD
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine11COLUMBUS CENTER FOR HUMAN SERVICES
IRS990/ContractorCompensationGrp/ServicesDesc0DAY PROGRAMMING SERVICES
IRS990/ContractorCompensationGrp/ServicesDesc1DAY PROGRAMMING SERVICES
IRS990/ContriRptFundraisingEventAmt016244
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0185977
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt06100
IRS990/CYOtherExpensesAmt06809475
IRS990/CYOtherRevenueAmt0739889
IRS990/CYProgramServiceRevenueAmt023920045
IRS990/CYRevenuesLessExpensesAmt0219633
IRS990/CYSalariesCompEmpBnftPaidAmt017803591
IRS990/CYTotalExpensesAmt024632378
IRS990/CYTotalFundraisingExpenseAmt0100801
IRS990/CYTotalProfFndrsngExpnsAmt019312
IRS990/CYTotalRevenueAmt024852011
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/FundraisingAmt01818
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt077898
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0599528
IRS990/DepreciationDepletionGrp/TotalAmt0679244
IRS990/Desc0THE HEINZERLING FOUNDATION IS A 24-HOUR INTERMEDIATE CARE (MEDICAL, EDUCATIONAL, THERAPY, NUTRITIONAL, ETC.) FOR NON-AMBULATORY CHILDREN AND ADULTS WITH SEVERE/PROFOUND DEVELOPMENTAL DISABILITIES IN A RESIDENTIAL SETTING.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt0809
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/EscrowAccountInd00
IRS990/ExpenseAmt022951600
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt0101005
IRS990/FeesForServicesAccountingGrp/TotalAmt0101005
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt098394
IRS990/FeesForServicesLegalGrp/TotalAmt098394
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt073705
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt01605200
IRS990/FeesForServicesOtherGrp/TotalAmt01678905
IRS990/FeesForServicesProfFundraising/FundraisingAmt019312
IRS990/FeesForServicesProfFundraising/TotalAmt019312
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1340.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1440.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
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/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt115125
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/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1320105
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1424655
IRS990/Form990PartVIISectionAGrp/PersonNm0DANIEL M O'BRIEN
IRS990/Form990PartVIISectionAGrp/PersonNm1ROBERT E HEINZERLING
IRS990/Form990PartVIISectionAGrp/PersonNm2KATHRYN P HEINZERLING
IRS990/Form990PartVIISectionAGrp/PersonNm3DORIS EDWARDS RN
IRS990/Form990PartVIISectionAGrp/PersonNm4ROB KOOGLER
IRS990/Form990PartVIISectionAGrp/PersonNm5RICK A WANNER
IRS990/Form990PartVIISectionAGrp/PersonNm6LINDA HEINZERLING RN
IRS990/Form990PartVIISectionAGrp/PersonNm7R KEVIN KERNS ESQ
IRS990/Form990PartVIISectionAGrp/PersonNm8COLLEEN K NISSL JD
IRS990/Form990PartVIISectionAGrp/PersonNm9JOHN E HOLLBACK JR
IRS990/Form990PartVIISectionAGrp/PersonNm10VALERIE E RUDDOCK
IRS990/Form990PartVIISectionAGrp/PersonNm11KEITH JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm12BENJAMIN M MINISTER
IRS990/Form990PartVIISectionAGrp/PersonNm13DANELLA HICKS
IRS990/Form990PartVIISectionAGrp/PersonNm14N CHRISTINE RAFELD
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1170416
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/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1377969
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14101202
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/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN OF THE BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT/EXEC. DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR OF FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt14ADMINISTRATOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01959
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt016244
IRS990/FundraisingDirectExpensesAmt072222
IRS990/FundraisingGrossIncomeAmt0124328
IRS990/GamingActivitiesInd00
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt01655
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GrantAmt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt024940413
IRS990/GrossRentsGrp/RealAmt07036
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt01003
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt095904
IRS990/InformationTechnologyGrp/TotalAmt096907
IRS990/InsuranceGrp/FundraisingAmt0189
IRS990/InsuranceGrp/ManagementAndGeneralAmt03116
IRS990/InsuranceGrp/ProgramServicesAmt091117
IRS990/InsuranceGrp/TotalAmt094422
IRS990/InterestGrp/ProgramServicesAmt0135873
IRS990/InterestGrp/TotalAmt0135873
IRS990/InvestmentIncomeGrp/ExclusionAmt06100
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt06100
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt04136228
IRS990/InvestmentsProgramRelatedGrp/EOYAmt04478781
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt010
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt014304701
IRS990/LandBldgEquipBasisNetGrp/BOYAmt06333441
IRS990/LandBldgEquipBasisNetGrp/EOYAmt05927576
IRS990/LandBldgEquipCostOrOtherBssAmt020232277
IRS990/LegalDomicileStateCd0OH
IRS990/LessRentalExpensesGrp/RealAmt016180
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/ExclusionAmt083542
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt083542
IRS990/MissionDesc0CARE AND HABILITATION OF DEVELOPMENTALLY DISABLED CITIZENS (208 TOTAL BEDS).
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0215222
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0201638
IRS990/NetAssetsOrFundBalancesBOYAmt011923835
IRS990/NetAssetsOrFundBalancesEOYAmt012200796
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt052106
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt052106
IRS990/NetIncomeFromGamingGrp/ExclusionAmt01655
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt01655
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt0-9144
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0-9144
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt0841
IRS990/OccupancyGrp/ManagementAndGeneralAmt013878
IRS990/OccupancyGrp/ProgramServicesAmt0405840
IRS990/OccupancyGrp/TotalAmt0420559
IRS990/OfficeExpensesGrp/FundraisingAmt031673
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0151913
IRS990/OfficeExpensesGrp/ProgramServicesAmt01315607
IRS990/OfficeExpensesGrp/TotalAmt01499193
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0411200
IRS990/OtherAssetsTotalGrp/EOYAmt01137779
IRS990/OtherChangesInNetAssetsAmt057328
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt012
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt097830
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt02083171
IRS990/OtherEmployeeBenefitsGrp/TotalAmt02181013
IRS990/OtherExpensesGrp/Desc0FRANCHISE FEES
IRS990/OtherExpensesGrp/Desc1FOOD
IRS990/OtherExpensesGrp/Desc2STAFF RECOGNITION
IRS990/OtherExpensesGrp/Desc3PROVISION FOR BAD DEBT
IRS990/OtherExpensesGrp/ProgramServicesAmt01393508
IRS990/OtherExpensesGrp/ProgramServicesAmt1365382
IRS990/OtherExpensesGrp/ProgramServicesAmt231354
IRS990/OtherExpensesGrp/ProgramServicesAmt3300
IRS990/OtherExpensesGrp/TotalAmt01393508
IRS990/OtherExpensesGrp/TotalAmt1365382
IRS990/OtherExpensesGrp/TotalAmt231354
IRS990/OtherExpensesGrp/TotalAmt3300
IRS990/OtherLiabilitiesGrp/BOYAmt0298042
IRS990/OtherLiabilitiesGrp/EOYAmt01167814
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/BusinessCd2900099
IRS990/OtherRevenueMiscGrp/Desc0BENEFICIAL INTEREST
IRS990/OtherRevenueMiscGrp/Desc1BWC REIMBURSEMENT
IRS990/OtherRevenueMiscGrp/Desc2A/R DIRECT WRITE OFF
IRS990/OtherRevenueMiscGrp/ExclusionAmt0203199
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0342553
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt165978
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0342553
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1203199
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt265978
IRS990/OtherRevenueTotalAmt0695272
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt035171
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0455723
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt013380998
IRS990/OtherSalariesAndWagesGrp/TotalAmt013871892
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt02977
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt068313
IRS990/PayrollTaxesGrp/ProgramServicesAmt01391150
IRS990/PayrollTaxesGrp/TotalAmt01462440
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0164705
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0180384
IRS990/PrincipalOfficerNm0ROBERT E HEINZERLING
IRS990/ProfessionalFundraisingInd01
IRS990/ProgramServiceRevenueGrp/BusinessCd0623000
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM SERVICES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt023920045
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt023920045
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0306320
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt07991
IRS990/PYOtherExpensesAmt06576262
IRS990/PYOtherRevenueAmt0525236
IRS990/PYProgramServiceRevenueAmt023954621
IRS990/PYRevenuesLessExpensesAmt0474466
IRS990/PYSalariesCompEmpBnftPaidAmt017728559
IRS990/PYTotalExpensesAmt024319702
IRS990/PYTotalProfFndrsngExpnsAmt014881
IRS990/PYTotalRevenueAmt024794168
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0219633
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt0-9144
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd01
IRS990/RevenueAmt024328576
IRS990/SavingsAndTempCashInvstGrp/BOYAmt06137083
IRS990/SavingsAndTempCashInvstGrp/EOYAmt06065072
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0185977
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0306320
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0117625
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0157362
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0109305
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0876589
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt013136
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt017916
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt017777
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt031999

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$19,767,478
Liabilities
$7,566,682
Net assets
$12,200,796
Revenue
$24,852,011
Expenses
$24,632,378
Net income
$219,633
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$43.5$2.52$41.0$41.4$35.2$6.28
2023Detailed filing. Detailed filing data is available for this year.$36.3$2.26$34.0$33.0$31.0$1.98
2022Detailed filing. Detailed filing data is available for this year.$32.9$1.94$31.0$31.0$26.5$4.43
2021Detailed filing. Detailed filing data is available for this year.$30.6$2.17$28.4$27.1$24.5$2.60
2020Detailed filing. Detailed filing data is available for this year.$27.9$2.58$25.3$29.9$25.4$4.54
2019Detailed filing. Detailed filing data is available for this year.$24.2$3.69$20.5$27.3$24.9$2.44
2018Detailed filing. Detailed filing data is available for this year.$21.7$3.97$17.7$24.2$23.3$0.90
2017Detailed filing. Detailed filing data is available for this year.$21.4$4.22$17.2$24.0$23.0$1.02
2015Detailed filing. Detailed filing data is available for this year.$19.2$5.06$14.1$25.1$24.0$1.07
2014Detailed filing. Detailed filing data is available for this year.$19.5$6.24$13.2$25.4$24.5$0.85
2013Detailed filing. Detailed filing data is available for this year.$19.8$7.57$12.2$24.9$24.6$0.22
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.1$7.16$11.9$24.3
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.4$6.91$11.4$24.1
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.5$11.5$12.0$23.9